2022-04-11T17:27:36-07:00 2021-05-31 453705962 Morse & Co PLLC 5121 S Wheeling Ave Ste 200 Tulsa OK 74105 990 2020-06-01 730667485 Tulsa Ballet Theatre Inc TULS 9187496030 1212 E 45th Place Tulsa OK 74105 Marcello Angelini CEO 2022-04-11 true Marcello Angelini 999009999 Tim L Roberts CPA P00000948 9187491040 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Marcello Angelini 1212 E 45th Place Tulsa OK 74105 4693469 false X www.tulsaballet.org X 1956 OK To preserve and create works of ballet and educate through training and outreach. 54 52 99 104 0 3446719 2793189 1464741 557913 75144 59625 95318 932859 5081922 4343586 119628 131308 0 2947584 2410551 367193 0 360274 2813104 1939929 6247509 4481788 -1165587 -138202 21161742 21390470 1896358 1818665 19265384 19571805 Tulsa Ballet theatre, inc. is a professional ballet company whose mission is to serve as an essential asset of its extended community through internationally-acclaimed artistic excellence and exemplary education and outreach. the ballet commits to preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality, and educate through exceptional dance training, performances and outreach programs. false false 2504457 1170147 Tulsa Ballet produces 8 shows each season including beloved classics, modern masterpieces, and world premiere creations. These performances annually reach more than 40,000 individuals across the region . In addition to serving as an official cultural ambassador for the state with national and international performance tours, Tulsa Ballet collaborates with and leads the local and global arts industries. 617750 338916 The Tulsa Ballet Centers for Dance Education (TBCDE) offer dance training of uncompromising quality. The curriculum emphasizes classical ballet technique based on the Russian tradition of training. With two locations in the Tulsa metro, TBCDE is led by a full time faculty of professional dancers and leaders in the field of ballet pedagogy. The pre-professional division offers classes for students 9 to 18. Additional classes are offered for children 3-5 (Creative Movement), 6-9 (Preparatory Ballet), and adults wishing to begin or continue their training. 240228 131308 1650 Tulsa Ballet provides a variety of educational and performance outreach programs for the community. These important programs increase arts access for underfunded schools, clients of social services, and other populations who do not typically have access to arts experiences. Leaps Ahead offers an in-studio ballet class for children from local at-risk schools and Leaps in Motion takes the program out into the schools. Backstage at the Ballet brings a children's ballet performance to every 5th grader in Tulsa Public Schools through the Kennedy Center's national Any Given Child Program. Partners in Art and Hope for the Holidays provide free Tulsa Ballet tickets for mainstage performances to underserved children and families. In total, Tulsa Ballet's outreach programs serve 10,000 persons each year. 3362435 true true false false false false false true false true true false false true false true false false false false false false false false true true false false true true false false false false false true false true true false false false false true true true false false true 92 0 true 99 true false false false false false true true false 0 false false false false false false false X 54 52 true false false false true true false true true false false true true true true true true true true false OK X Misty Hovenga 9183925902 1212 E 45th Place Tulsa OK 74105 Marcello Angelini CEO 59.90 0.10 X 201017 0 4636 Scott Black Managing Direct 49.50 0.50 X 100254 0 1503 Susie Wellendorf Board Chair 13.90 0.10 X X 0 0 0 Janet Selser Past Brd. Chair 1.00 0.10 X X 0 0 0 Robyn Devore Exec Vice Chair 1.20 0.10 X X 0 0 0 Frauke Peterson Treasurer 1.00 0.10 X X 0 0 0 Kenneth Skillman Secretary 1.00 0.10 X X 0 0 0 Linda Strong Strat Pln Chair 1.00 0.10 X X 0 0 0 Lou Ann Gibson Audit Chair 1.00 0.10 X X 0 0 0 Mary Barnes Chair Emeritus 1.00 0.10 X 0 0 0 Billie Barnett Chair Emeritus 1.00 0.10 X 0 0 0 Cheryl Forrest Chair Emeritus 1.10 0.10 X 0 0 0 Ramez Hakim Chair Emeritus 1.00 0.10 X 0 0 0 Leanne Helmerich Chair Emeritus 1.00 0.10 X 0 0 0 Betty Pirnat Chair Emeritus 1.00 0.10 X 0 0 0 Hannah Robson Chair Emeritus 1.00 0.10 X 0 0 0 Bill Schonacher Chair Emeritus 1.00 0.10 X 0 0 0 Georgia Snoke Chair Emeritus 1.80 0.10 X 0 0 0 Skip Teel Chair Emeritus 1.00 0.10 X 0 0 0 Kayla Vaughn Chair Emeritus 1.00 0.10 X 0 0 0 Mollie Williford Chair Emeritus 1.00 0.10 X 0 0 0 Bailey Austin Bird Elect Director 1.00 0.10 X 0 0 0 Romel Chatterjee Elect Director 1.00 0.10 X 0 0 0 Matt Farris Elect Director 1.00 0.10 X 0 0 0 Stephanie Forrest Elect Director 1.00 0.10 X 0 0 0 Jeff Hartman Elect Director 1.00 0.10 X 0 0 0 Betsy Hendershot Elect Director 1.00 0.10 X 0 0 0 Nicole Hopkins Elect Director 1.00 0.10 X 0 0 0 Laura Hulse Elect Director 1.00 0.10 X 0 0 0 Jeannine Irwin Elect Director 1.00 0.10 X 0 0 0 Soohyn Jin Elect Director 1.00 0.10 X 0 0 0 David Karimian Elect Director 1.00 0.10 X 0 0 0 Andy Kinslow Elect Director 1.00 0.10 X 0 0 0 Abby Kurin Elect Director 1.00 0.10 X 0 0 0 Kirby Lehman Elect Director 1.00 0.10 X 0 0 0 Andrew Malati Elect Director 1.00 0.10 X 0 0 0 Ryan McDaniel Elect Director 1.00 0.10 X 0 0 0 Nicole Morgan Elect Director 1.00 0.10 X 0 0 0 Lisa Owens Elect Director 1.00 0.10 X 0 0 0 Kathleen Pence Elect Director 1.00 0.10 X 0 0 0 Hilary Penrod Elect Director 1.00 0.10 X 0 0 0 Porscha Radcliffe Elect Director 1.00 0.10 X 0 0 0 Shannon Richards Elect Director 1.00 0.10 X 0 0 0 Julie Smith Elect Director 1.00 0.10 X 0 0 0 Dave Sopark Elect Director 1.00 0.10 X 0 0 0 Sandy Stava Elect Director 1.00 0.10 X 0 0 0 Sheri Stinson Elect Director 1.00 0.10 X 0 0 0 Crystal Stovall Elect Director 1.00 0.10 X 0 0 0 Melanie Tate Elect Director 1.00 0.10 X 0 0 0 Susan Thomas Elect Director 1.00 0.10 X 0 0 0 Cassie Reese Tipton Elect Director 1.00 0.10 X 0 0 0 Wally Whaling Elect Director 1.00 0.10 X 0 0 0 Diana Wolff Elect Director 1.00 0.01 X 0 0 0 Annie Chang Chair Appointee 1.00 0.10 X 0 0 0 Jennifer Conway Chair Appointee 1.00 0.10 X 0 0 0 Susan Lindberg Chair Appointee 1.00 0.10 X 0 0 0 Ciore Taylor Chair Appointee 1.00 0.10 X 0 0 0 301271 6139 2 false true false TPC Studios 32 S Lewis Ave Tulsa OK 74104 Event Organizer 112053 1 576949 1028037 68556 1119647 159855 2793189 school income 711120 340566 340566 ticket sales 711120 216140 216140 Costume and Set Rentals 711120 1207 1207 557913 19547 19547 0 0 314715 35280 279435 279435 279435 59398 19320 40078 40078 40078 56850 1028037 283036 -226186 -226186 20137 20137 20137 19809 12247 7562 7562 Miscellaneous 711120 591984 591984 change-beneficial int 711120 251630 251630 Ticket Handling Fees 711120 8297 8297 851911 4343586 1158194 392203 0 131308 131308 0 0 274571 136401 37081 101089 0 1743718 1175266 401270 167182 0 172596 141839 20623 10134 219666 150234 46130 23302 0 1604 1604 36721 36721 0 0 5552 5552 33794 33794 126662 80604 46058 67839 7776 60063 40345 40345 8720 8720 289702 284814 4888 12226 12226 0 1190 1190 14012 11750 2262 0 781896 728991 52905 42065 18486 23579 Production costs 271481 271481 School/Outreach Cost 119752 119752 Worker's Comp Insurance 57310 48993 5526 2791 Other 16134 6416 9718 12924 12924 4481788 3362435 759079 360274 694657 1802516 27879 68879 0 2076897 830311 0 0 0 15564 14243 130803 102302 25622948 9692037 15949600 15930911 1126996 1316208 0 0 0 1139346 1325100 21161742 21390470 281313 509158 493722 519480 1121323 790027 1896358 1818665 X 14575207 15517090 4690177 4054715 19265384 19571805 21161742 21390470 X -138202 236093 208530 X X false true X true false X 3032273 3950941 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Line 4: Description of organization's collections and how it furthers its purpose. Tulsa Ballet archival collection consists of paintings, sculptures, rare books on dance, historic costumes, and sets. It serves a population of dancers, dance students, staff, Board and those scholars who contact the archives while researching their ongoing projects related to dance. Tulsa Ballet archives has mounted exhibitions at local museums, theatres, and other various venues. It is a repository of information on dance, particularly the Ballet Russes era, for which the company is known. It preserves items related to the history of the company, and dance history in general, for future generations. Part V, Line 4: Intended uses of the endowment fund. Endowment funds are permanently restricted by donor stipulation for the purpose of supporting the operations of the Ballet. Excluding the Robson endowment, the endowment may distribute 4.5% of the average market value of the portfolio for the immediately preceding three years in order to fund Ballet operations. Under the Robson endowment fund, funds available for expenditure shall mean 80% of the annual net earnings generated by the Restricted Fund Corpus after payment of any applicable management fees (Annual Available Funds). The remaining 20% of Annual Available Funds shall be retained and become part of the Restricted Fund Corpus in order to build the fund balance to a level that it may meet future price increases. Part X : FIN48 Footnote The Ballet has adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10-25 Accounting for Uncertainty in Income Taxes. The implementation of this standard had no impact on the financial statements. As of May 31, 2021, the unrecognized tax benefit accrual was zero. false Icons and Idols 1084887 1028037 56850 283036 1084887 1028037 56850 283036 283036 -226186 false false 20137 false 20137 20137 OK true false false false 1.00000 false false true 0 0 TBii scholarships 11 131308 Grantmaker's Description of How Grants are Used All students attending the Tulsa Ballet II School are given a stipend of approximately $1,000 per month during the school session to help cover living expenses. Monthly stipends are issued only to those individuals currently enrolled in school. X X X X false false false false false false false false false Marcello Angelini CEO 201017 4636 205653 Bill Schonacher Chair Emeritus 790027 Bank loan, LOC, etc. false Kenneth Skillman Elect Director 790027 Bank loan, LOC, etc. false Schedule L, Part V Supplemental Information Bill Schonacher, President & CEO for IBC Bank, and Kenneth Skillman, President for IBC Bank, are also a Tulsa Ballet Chair Emeritus and the Corporate Secretary, respectively. IBC Bank is where Tulsa Ballet Theatre, Inc. has a $700,000 Line of Credit (No balance outstanding as of 5/31/2021), a real estate loan (approx. $44,586 balance as of 5/31/2021), a construction loan ($153,241 balance as of 5/31/2021) and a SBA PPP Loan (approx. $592,200 balance as of 5/31/21). X 4 149204 FMV X Dancer wellness 1 10933 FMV X Fitness Membership 1 51764 FMV X Dancer Wellness 1 25125 FMV X Dancer Wellness 1 22950 FMV X Architectural Services 1 12000 FMV X Software Fees 1 7170 FMV X Engineering Services 1 7000 FMV X Food/Beverage 1 6498 FMV false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Cheryl Forrest is the mother of Stephanie Forrest. Cheryl Forrest is a Chair Emeritus and Stephanie Forrest is a Presidential Appointee.Mollie Williford is the mother of Monica Williford. Mollie Williford is a Chair Emeritus and Monica Williford is an Elected Director.Bonnie Klein is the mother of Susan Parrott. Bonnie and Susan are both Elected Directors. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The members of Tulsa Ballet Theatre, inc. consist of all individuals,corporations, limited liability companies, partnerships, limited partnerships, sole proprietorships and any other legal enities which contribute five hundred dollars or more in cash or cash equivalents (excluding the subscription and purchase of tickets for performances of the ballet company) to the tulsa ballet up to and including the last day (may 31) of that current fiscal year. each member shall have one vote in matters submitted to a vote of members and shall be entitled to vote at the annual meeting of the members following any fiscal year during which such member is qualified. Form 990, Part VI, Line 11b: Form 990 Review Process the board of directors has delegated the authority to review and approve the form 990 to the executive committee before filing with the irs. once the executive committee has approved, the current year's form 990 containing all schedules except for schedule B is also provided to all board members prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts board members are asked to review the conflict of interest policy and disclose interests that could result in conflicts at the beginning of each fiscal year. further, board members are asked to disclose any changes during the year. all noted potential conflicts are reviewed by the board or applicable committee to determine if a conflict of interest does in fact exist. in the case of an actual conflict of interest, the chair of the board or applicable committee shall appoint a disinterested person or committee to investigate alternatives to proposed transactions or arrangements. if a member fails to disclose a possible or actual conflict of interest, the board or applicable committee shall take appropriate disciplinary and corrective action. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management the compensation committee is responsible for determining the CEO compensation considering the size and complexity of the organization, the mission, geographic location and financial condition of the organization, qualifications required for the job, assessment of performance using pre-determined goals, compensation levels at comparable organizations, organization budget and compensation increase parameters as set forth in the CEO contract. The compensation committee works in conjunction with the CEO and managing director to review and approve recommended compensation levels for Managing Director, and Artistic/Administrative staff which are also based on the variables listed above, as appropriate. The rationale and data used for all decisions are documented by the committee. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available form 990 is made available to the public via the www.guidestar.com website and upon request. the annual report and audited financial statements are also made available to the public upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Equity Transfer from Tulsa Ballet Theatre Trust Fund = $373930 Other Changes In Net Assets Or Fund Balances - Other Increases Reclassification of pledge ownership with related party = $0 Other Changes In Net Assets Or Fund Balances - Other Decreases Net Equity Transfer to Tulsa Ballet Theatre Trust Fund = -$165400 Form 990, Part XII, Line 2: Change of Oversight or Selection Process The audit committee shall consist of at least three board members, none of whom can be the current tulsa ballet treasurer. the board may also appoint up to two non-board members with special financial expertise who shall serve as voting members of the committee. to ensure that the committee is independent, none of the committee members may be ballet staff. the primary duties and responsibilities of the audit committee are to recommend to the board of directors, on an annual basis, a firm of certified public accountants to conduct a financial audit of this corporation; and to provide oversight of the corporation's internal financial and accounting controls on behalf of the board of directors. tulsa ballet theatre trust fund 1212 e 45th place tulsa OK 74105 731165420 support organization of tulsa ballet OK 501(c)(3) line 12B tulsa ballet theatre inc true false false false false false false false false false false false false false false false false false true true tulsa ballet theatre trust fund r 165400 Cash tulsa ballet theatre trust fund s 373930 Cash