2022-03-23T14:44:27-05:00 2021-06-30 731185089 ARLEDGE & ASSOCIATES PC 309 N BRYANT AVENUE EDMOND OK 73034 990 2020-07-01 237003520 BALLET OKLAHOMA INC BALL 4058439898 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 LISA MULLEN PRESIDENT 4055103684 2021-01-28 true LISA MULLEN JOSH MULLINS P01602326 4058420028 2022-03-08 2020 2022-09-23 18:48:47Z OKLAHOMA CITY BALLET LISA MULLEN 3501149 false X WWW.OKCBALLET.ORG X 1969 OK OKLAHOMA CITY BALLET INSPIRES ITS AUDIENCE THROUGH CLASSICAL AND CONTEMPORARY DANCE PERFORMANCES, A STRONG EDUCATIONAL PROGRAM , AND COMMUNITY ENGAGEMENT. 26 26 71 45 0 1867156 2329967 1711890 1071032 94339 14719 235929 -49733 3909314 3365985 0 0 2210138 2184519 0 207586 1950399 1116403 4160537 3300922 -251223 65063 9610300 9840405 948080 929935 8662220 8910470 OKC BALLET PROMOTES THE ART OF DANCE BY SUPPORTING A PROFESSIONAL COMPANY AND ITS PRODUCTIONS, OPERATING A SCHOOL OF BALLET FOR DANCE ARTISTS, CHILDREN, AND NOVICE ADULTS, AND PROVIDING COMMUNITY ENGAGEMENT ACTIVITIES. false false 2659632 1071032 OPERATED A DANCE COMPANY THAT STAGED THREE MAJOR PERFORMANCES AND OPERATED A SCHOOL OF BALLET FOR PROFESSIONAL AND PRE-PROFESSIONAL STUDENTS, CHILDREN, AND NON-PROFESSIONAL ADULTS. 2659632 true true false false false false false false false false true true false false true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 96 0 true 71 true false false false false false true true false false false false false false X 26 26 false false false false false false false true true false false true true true true true true true false false X X ROBIN BALDWIN CPA 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 ROBERT MILLS ARTISTIC DIR 40.00 X 121686 0 4744 JO LYNNE JONES EXECUTIVE DI 40.00 X 110273 0 8462 JEFF BLAKE TRUSTEE 1.00 X 0 0 0 HILARIE BLANEY SECRETARY 3.00 X X 0 0 0 BETSY BRACKETT GOVERNANCE C 3.00 X X 0 0 0 GABRIELLE BUTLER TRUSTEE 1.00 X 0 0 0 SANDY COTTON TRUSTEE 1.00 X 0 0 0 NICHOLLE EDWARDS TRUSTEE 1.00 X 0 0 0 AIMEE HARLOW TRUSTEE 1.00 X 0 0 0 STEPHANIE KAZENSKE TRUSTEE 1.00 X 0 0 0 D BENHAM KIRK PAST PRESIDE 3.00 X X 0 0 0 ROBIN KRIEGER MEMBER AT LA 3.00 X X 0 0 0 KEVIN LAFFERTY PAST PRESIDE 3.00 X X 0 0 0 CHRISTOPHER LLOYD TRUSTEE 1.00 X 0 0 0 MARK MCCOY TRUSTEE 1.00 X 0 0 0 LEA MORGAN MEMBER AT LA 3.00 X X 0 0 0 LISA MULLEN PRESIDENT 3.00 X X 0 0 0 STEPHANIE NAIFEH TRUSTEE 1.00 X 0 0 0 LIBBY NELSON TRUSTEE 1.00 X 0 0 0 SEBASTIAN OUKASSOU TREASURER 3.00 X X 0 0 0 BRANDY PARSON TRUSTEE 1.00 X 0 0 0 SCOTT REED TRUSTEE 1.00 X 0 0 0 SUZANNE REYNOLDS TRUSTEE 1.00 X 0 0 0 MELISSA SCARAMUCCI MEMBER AT LA 3.00 X X 0 0 0 CINDI SHELBY TRUSTEE 1.00 X 0 0 0 PAIGE WILLIAMS SHEPHERD TRUSTEE 1.00 X 0 0 0 ANN VITALI TRUSTEE 1.00 X 0 0 0 NAZETTE ZUHDI-CLEAVER TRUSTEE 1.00 X 0 0 0 231959 13206 2 false false false 241831 518869 1569267 11657 2329967 TUITION & SCHOOL PROGRAMS 583052 583052 TICKET SALES 484908 484908 SCHOOL SPECIAL EVENTS 3072 3072 1071032 12343 12343 22377 451 20452 1925 451 2376 2376 2300 241831 101718 -99418 24550 12994 11556 11556 INSURANCE PROCEEDS 30000 30000 STUDIO RENTAL 4150 4150 REFUNDS 3979 3979 38129 3365985 1120717 14719 231959 121686 110273 1622622 1334088 135214 153320 42806 30096 8901 3809 118229 93933 16630 7666 168903 128270 25012 15621 11000 11000 7425 7425 53131 36550 16278 303 132744 132744 32161 13436 11835 6890 10698 10698 26750 26750 79471 47835 30439 1197 2202 2198 4 936 936 4048 4048 226413 200324 16052 10037 41850 25190 16029 631 REPAIRS & MAINTENANCE 142162 133490 5331 3341 VENUE RENTAL & RELATED 138481 138481 SETS, COSTUMES, LIGHTING 94621 94621 BANK & CREDIT CARD FEES 45932 37444 4460 4028 66378 62496 3143 739 3300922 2659632 433704 207586 864351 548382 449076 141899 86416 17540 42318 31056 145305 111829 8541058 1401983 7182548 7139075 674360 748214 459824 567142 124473 116897 9610300 9840405 167952 154854 240994 234398 490400 467712 48734 72971 948080 929935 X 7789674 8304036 872546 606434 8662220 8910470 9610300 9840405 X 65063 190612 -7425 X false true X true false X 6450600 4729285 1608279 1867156 2329967 16985287 1903613 2021484 2308770 2073346 1343865 9651078 98673 100250 198923 8354213 6750769 4015722 4040752 3673832 26835288 4301002 1910677 793136 1816676 814065 9635556 4301002 1910677 793136 1816676 814065 9635556 17199732 1383 3282 18529 104142 12343 139679 1383 3282 18529 104142 12343 139679 269220 269220 108283 120588 117458 33979 380308 8463879 7023271 4154839 4262352 3720154 27624495 0.62260 0.61390 0.01000 0.00000 X PART III, LINE 12 PY OTHER INCOME 346,329 2021 INSURANCE PROCEEDS 30,000 2021 CREDIT CARD REFUNDS 3,979 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1489360 1489360 3437191 386684 3050507 2252616 102649 2149967 74963 43056 31907 1286928 869594 417334 7139075 COMMUNITY FOUNDATION ASSETS 567142 C 567142 ACCRUED LIABILITIES 72971 72971 X 3464892 83110 23222 106332 3358560 7425 7425 3365985 3323961 23039 23039 3300922 3300922 SCHEDULE D, PAGE 3, PART X BALLET OKLAHOMA, INC. HAS QUALIFIED AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) UNDER A FINAL RULING BY THE INTERNAL REVENUE SERVICE DATED MAY 1994, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF CODE SECTION 509 (A) (1). THE BALLET IS NOT CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING AS DESCRIBED IN THE INTERNAL REVENUE CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), AND QUALIFIES AS A 50% LIMIT ORGANIZATION FOR CHARITABLE CONTRIBUTION DEDUCTIONS FOR INDIVIDUAL DONORS. THE BALLET EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, INCLUDING THE BALLETS TAX POSITION AS A NOT-FOR-PROFIT ENTITY. THROUGH ITS EVALUATION OF THEIR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2020, WHICH WOULD REQUIRE THE BALLET TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. INTEREST AND PENALTIES, IF ANY, RESULTING FROM ANY UNCERTAIN TAX POSITION REQUIRED TO BE RECORDED BY THE BALLET WOULD BE PRESENTED IN THE SUPPORTING SERVICES EXPENSE IN THE STATEMENT OF ACTIVITIES. FEDERAL AND STATE INCOME TAX STATUTES DICTATE THAT TAX RETURNS FILED IN ANY OF THE PREVIOUS THREE REPORTING PERIODS REMAIN OPEN TO EXAMINATION. CURRENTLY, THE BALLET HAS NO OPEN EXAMINATIONS WITH EITHER THE INTERNAL REVENUE SERVICE OR THE OKLAHOMA TAX COMMISSION. SCHEDULE D, PAGE 4, PART XI, LINE 2D NETTED INVENTORY EXPENSE 12,994 NETTED SPECIAL EVENT EXPENSES 10,228 SCHEDULE D, PAGE 4, PART XII, LINE 2D NETTED INVENTORY EXPENSES 12,994 NETTED SPECIAL EVENT EXPENSES 10,045 All States BALLET BALL 244131 241831 2300 17302 48015 8926 27475 244131 241831 2300 17302 48015 8926 27475 101718 -99418 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR, AND WAS SUBSEQUENTLY PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES, OFFICERS, & KEY EMPLOYEES ARE COVERED BY THE POLICY. THE EXECUTIVE COMMITTEE ANNUALLY DETERMINES WHETHER ANY CONFLICTS EXIST, REVIEWS ANY ACTUAL CONFLICTS, AND PROHIBITS THE RESPECTIVE PERSON FROM PARTICIPATING IN ANY ACTIONS INVOLVING THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE COMPENSATION LEVELS OF SIMILAR ARTISTIC ORGANIZATIONS IN THE COMMUNITY AND BUDGET RESTRAINTS. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9 NETTED INVENTORY EXPENSE 12,994 NETTED SPECIAL EVENT EXPENSES 10,228 NETTED INVENTORY EXPENSES -12,994 NETTED SPECIAL EVENT EXPENSES -10,045 TOTAL 183