2022-05-16T10:25:35-05:00 2021-06-30 420714325 RSM US LLP 30 S Wacker Drive Suite 3300 Chicago IL 60606 990 2020-07-01 364009741 The Joffrey Ballet JOFF 3127390120 10 East Randolph Street Chicago IL 60601 Shari Massey CFO and Deputy Director 3123868928 2022-05-13 1 Shari Massey 999009999 Rebekuh Eley P01247672 3126343400 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Greg Cameron 10 East Randolph Street Chicago IL 60601 12620865 0 X www.joffrey.org X 1995 IL The Joffrey Ballet is a world-class, Chicago-based ballet company and dance education organization. 59 56 211 56 0 0 15523983 8956604 9417154 1860885 320933 445736 -12509 1312800 25249561 12576025 432119 364390 0 0 9842173 7238265 0 0 935719 9156402 3044847 19430694 10647502 5818867 1928523 37690398 41269610 4074505 4413225 33615893 36856385 X The Joffrey is a world-class, Chicago-based ballet company and dance education organization committed to artistic excellence and innovation, presenting a unique repertoire encompassing masterpieces of the past and cutting-edge works. The Joffrey is committed to providing arts education and accessible dance training through its Joffrey Academy of Dance and Community Engagement programs. 0 1 6131748 0 141771 During the 2020-2021 Season, the company canceled all In Person performances due to the COVID-19 Pandemic and moved to producing digital programming. The Joffrey Studio World Premier Digital Series included Bolero, Under the Trees' Voices and Swing Low. On Cue, a new half-hour digital interview series that chronicled the lives and careers of members of the Joffrey artistic team was also produced, reaching those all over the world. 1711527 364390 1605250 The Academy is committed to providing a world-class education built on a foundation of classical ballet to students of all ages, levels and backgrounds. With the talents cultivated at the Academy, students can pursue careers as professional dancers at companies throughout the world, higher education opportunities in dance. Through the Academy's programs, students develop a diverse set of skills including artistry, creativity, discipline and confidence, among others. 1,042 + students, ranging in ages from 2 to 21 attended classes. The Academy and Community Engagement programs provide high-quality, educational training which form future audiences and build the organization's reputation worldwide. 475768 113864 The primary goal of the Community Engagement program is to provide students in all grade levels with a highly structured dance experience where they will develop life skills articulated by Illinois State Board of Education's social emotional learning (SEL) standards such as self-discipline, respect, and confidence through the study of various forms of dance. In addition, these programs help build a strong dance foundation by focusing on correct posture, placement, coordination, strength, flexibility and musicality. By providing this service to the youth, we hope to increase the level of awareness of this art form, and instill life skills that last long after programs end. In fiscal 2021, 1,328+ students benefited from The Community Engagement programs. 8319043 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 148 0 1 211 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 59 56 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Shari Massey CFODeputy Dir 3127390120 10 East Randolph Street Chicago IL 60601 Ashley C Wheater The Mary B. Galvin Artistic Director 40.00 X X 406703 0 15772 Greg Cameron President and CEO 40.00 X X 361543 0 14737 Shari Massey CFO & Deputy Director 40.00 X X 203330 0 22688 Brian G Smith Chief Marketing Officer 40.00 X 123580 0 10218 Bradley Renner General Manager 40.00 X 118603 0 10110 Julia Doherty Chief Development Officer 40.00 X 109032 0 10458 Paul Key Director of Technology 40.00 X 116146 0 2776 Anne Kaplan Chair of the Board 5.00 X X 0 0 0 Lorna Ferguson First Vice Chair 5.00 X X 0 0 0 Sonia Florian Vice Chair 5.00 X X 0 0 0 Daniel L Morriss Vice Chair 5.00 X X 0 0 0 Guy Lakonishok Treasurer 5.00 X X 0 0 0 Ronald J Allen Secretary 5.00 X X 0 0 0 Patty Perkins Andringa Board Member 1.00 X 0 0 0 Mary Jo Basler Board Member 1.00 X 0 0 0 Luann Blowers Board Member 1.00 X 0 0 0 Roger Deromedi Board Member 1.00 X 0 0 0 Pamella Roland DeVos Board Member 1.00 X 0 0 0 Adam DeWitt Board Member 1.00 X 0 0 0 Patti Eylar Board Member 1.00 X 0 0 0 Shelley MacArthur Farley Board Member 1.00 X 0 0 0 Jamie-Clare Flaherty Board Member 1.00 X 0 0 0 Emily Follas Board Member 1.00 X 0 0 0 Patrick Gallagher Board Member 1.00 X 0 0 0 Jill Garling Board Member 1.00 X 0 0 0 Dana Hokin Garvey Board Member 1.00 X 0 0 0 Mark Giragosian Board Member 1.00 X 0 0 0 Larry Goodman Board Member 1.00 X 0 0 0 Sabrina Gracias Board Member 1.00 X 0 0 0 Linda Chaplik Harris Board Member 1.00 X 0 0 0 Jerrily Hoffman Board Member 1.00 X 0 0 0 Richard Holson III Board Member 1.00 X 0 0 0 Greg Jenkins Board Member 1.00 X 0 0 0 Myrna Kaplan Board Member 1.00 X 0 0 0 Donna M LaPietra Board Member 1.00 X 0 0 0 Michael Larsen Board Member 1.00 X 0 0 0 Zachary D Lazar Jr Board Member 1.00 X 0 0 0 Barry Litwin Board Member 1.00 X 0 0 0 James McDonough Board Member 1.00 X 0 0 0 Coco Meers Board Member 1.00 X 0 0 0 Jess Merten Board Member 1.00 X 0 0 0 Susan Oleari Board Member 1.00 X 0 0 0 Diane Patience Board Member 1.00 X 0 0 0 Steve Reiss Board Member 1.00 X 0 0 0 Dana Rice Board Member 1.00 X 0 0 0 Jeffrey C Rubenstein Board Member 1.00 X 0 0 0 Elva Rubio Board Member 1.00 X 0 0 0 Bruce Sagan Board Member 1.00 X 0 0 0 Eric C Schieber MD Board Member 1.00 X 0 0 0 Liz Sharp Board Member 1.00 X 0 0 0 Courtney Shea Board Member 1.00 X 0 0 0 Ildefonso Alvim de Abreu eSilva Board Member 1.00 X 0 0 0 Chuck Smith Board Member 1.00 X 0 0 0 Maureen Dwyer Smith Board Member 1.00 X 0 0 0 Rita Spitz Board Member 1.00 X 0 0 0 Lauren Streicher MD Board Member 1.00 X 0 0 0 Ben Strobel Board Member 1.00 X 0 0 0 MarrGwen Townsend Board Member 1.00 X 0 0 0 Jason J Tyler Board Member 1.00 X 0 0 0 Noren Ungaretti Board Member 1.00 X 0 0 0 Ronald V Waters III Board Member 1.00 X 0 0 0 Amanda Williamson Board Member 1.00 X 0 0 0 Mr Joel V Williamson Board Member 1.00 X 0 0 0 1438937 0 86759 7 0 1 0 Auditorium Theatre Roosevelt University 50 E Congress Parkway Chicago IL 60605 Theatre Services 390429 Chirp Design Inc 688 N Milwaukee Unit 203 Chicago IL 60642 Marketing 202616 Allied Advertising Limited Partnership PO Box 845382 Boston MA 02284 Marketing 180318 Jewell Events 424 N Wood St Chicago IL 60622 Catering 161216 Chicago Philharmonic Society 401 S LaSalle St Ste 1600-J Chicago IL 60605 Orchestra 144600 6 162601 2083725 6710278 8956604 Academy Revenue 900099 1605250 1605250 Performance Revenue 900099 141771 141771 Community Engagement 900099 113864 113864 1860885 16981 16981 428755 0 428755 428755 428755 24635 162601 44840 -20205 -20205 Employee Retention Credit 900099 1333005 1333005 1333005 12576025 1860885 0 1758536 364390 364390 1144838 587697 396705 160436 4764830 3699981 643321 421528 53317 32507 18651 2159 776539 690209 17907 68423 498741 383422 54256 61063 14340 9549 4791 51600 51600 36203 36203 355238 328527 20395 6316 110913 97962 12951 41481 11999 7968 21514 232621 167357 16764 48500 53126 52975 151 732232 676957 34300 20975 45085 39693 205 5187 68181 32265 13163 22753 849775 753105 58264 38406 104165 89182 9030 5953 Production Services 230893 230893 Orchestra 1029 1029 117965 69344 9217 39404 10647502 8319043 1392740 935719 5428936 9473080 1004380 1005159 5206710 3271115 704637 623415 743026 762622 26974631 9655434 17508103 17319197 6921629 8635707 172977 179315 37690398 41269610 468792 658917 1586488 1989716 2019225 1764592 4074505 4413225 X 17481507 20608823 16134386 16247562 33615893 36856385 37690398 41269610 1928523 1311969 0 X 0 1 X 1 0 X 9514414 11561492 8557477 15523983 8956604 54113970 9514414 11561492 8557477 15523983 8956604 54113970 9135712 44978258 11061 14929 33022 29774 16981 105767 164158 164158 1333005 1333005 55716900 52416348 0.80730 0.82310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8999109 607000 1714078 174023 11146164 4715978 4155989 220962 93820 8999109 1910040 2606200 255233 55495 4715978 1590303 196986 122751 1910040 1372718 87848 129737 1590303 0.00000 0.95400 0.04600 0 0 22045873 6705016 15340857 9466 9466 0 4757092 2911696 1845396 162200 29256 132944 17319197 Jewish Federation of Metropolitan Chicago Pooled Investment Fund 8635707 F 8635707 X 13568535 1311969 8780 44840 1365589 12202946 36203 336876 373079 12576025 10328043 8780 44840 53620 10274423 36203 336876 373079 10647502 Part V, Line 4: Earnings on the endowment fund shall be held for the creation, production, and performance of full-length story ballets, fund the Mary B. Galvin Artistic Director position, and fund scholarships for students in our Academy. Part X, Line 2: The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented herein. The Organization files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. Part XI, Line 2d - Other Adjustments: Reclass Special Events 44,840. Part XI, Line 4b - Other Adjustments: Reclass Academy Tuition Waivers 336,876. Part XII, Line 2d - Other Adjustments: Reclass Special Events 44,840. Part XII, Line 4b - Other Adjustments: Reclass Academy Tuition Waivers 336,876. Women's Board Event 187236 162601 24635 280 44560 187236 162601 24635 280 44560 44840 -20205 1 Tuition Scholarship 124 335466 Housing Stipend 3 27264 Ballet Shoes 9 660 Physical Therapy 9 1000 Part I, Line 2: The Joffrey Ballet provides tuition scholarships to a limited number of students based on artistic merit and/or financial need. The students are evaluated throughout the duration of the scholarship. The organization also pays housing costs directly to the housing management company on behalf of three students. No funds are paid directly to students. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Ashley C Wheater The Mary B. Galvin Artistic Director 406703 0 0 0 0 0 6923 0 8849 0 422475 0 0 0 Greg Cameron President and CEO 361543 0 0 0 0 0 6381 0 8356 0 376280 0 0 0 Shari Massey CFO & Deputy Director 203330 0 0 0 0 0 3680 0 19008 0 226018 0 0 0 Part I, Line 1a Greg Cameron, President and CEO, has a membership to the Arts Club of Chicago, the Soho House, and the University Club of Chicago during the year ending June 30, 2021. These memberships were reviewed and approved by the Compensation Committee of the Joffrey Ballet Board of Directors. These are used for business purposes and treated as business expenses of the Joffrey Ballet and are therefore nontaxable. Form 990, Part III, line 3 In March 2020, the World Health Organization declared the coronavirus (COVID-19) outbreak to be an pandemic. The City of Chicago responded to the pandemic by banning large public gatherings, which caused The Joffrey to cancel ALL its performances for the Fiscal Year 2021. Additionally, The Academy and Community Engagement programs had to scale down their spring programming and move to an online platform to deliver programming. Form 990, Part VI, Section A, line 2 Amanda Williamson is a Board member and the daughter of Joel V. Williamson. Form 990, Part VI, Section B, line 11b The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization's Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing. Form 990, Part VI, Section B, line 12c The Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee. Form 990, Part VI, Section B, line 15 The compensation of the Artistic Director is documented in a mutually signed employment contract. The compensation per the contract was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations. Form 990, Part VI, Section C, line 19 The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).