2021-06-15T15:40:08-05:00 2020-07-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2019-08-01 231629970 THE PENNSYLVANIA BALLET ASSOCIATION PENN 2155517000 323 NORTH BROAD STREET PHILADELPHIA PA 19107 SHELLY POWER EXECUTIVE DIRECTOR 2155517000 2021-06-14 1 EDWARD W DORAN CPA P00841330 6106684200 2021-06-14 2019 2022-09-23 18:48:47Z X SHELLY POWER 323 NORTH BROAD STREET PHILADELPHIA PA 19107 14901521 0 X WWW.PABALLET.ORG X 1964 PA TO CULTIVATE AN ENDURING APPRECIATION FOR DANCE THROUGH WORLD CLASS PERFORMANCES 28 26 300 35 0 0 9223232 8980542 6496806 4509212 128894 52906 110309 -14223 15959241 13528437 0 0 0 0 7980575 7962476 0 0 738762 7813961 6483601 15794536 14446077 164705 -917640 25048788 22999620 7947685 6827391 17101103 16172229 TO CULTIVATE AN ENDURING APPRECIATION FOR DANCE THROUGH WORLD-CLASS PERFORMANCES, TO INSPIRE THE NEXT GENERATION WITH EXCEPTIONAL EDUCATION AND PROFESSIONAL TRAINING, AND TO CONNECT WITH THE COMMUNITY THROUGH MEANINGFUL AND INCLUSIVE PROGRAMMING. 0 0 8128060 3671100 THE ORGANIZATION IS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATIONS IN THE PHILADELPHIA REGION. DURING FISCAL YEAR 2020, IT EMPLOYED 46 DANCERS AND PRESENTED 50 PERFORMANCES OF 4 PRODUCTIONS, INCLUDING 'THE NUTCRACKER'. ITS REPERTOIRE INCLUDES BOTH CLASSIC AND CONTEMPORARY WORKS WHICH WERE PERFORMED TO AN AUDIENCE OF APPROXIMATELY 60,585 PATRONS, OF WHICH APPROXIMATELY 6,670 ARE SUBSCRIBERS. 1088225 838112 THE SCHOOL OF PENNSYLVANIA BALLET PROVIDES THE HIGHEST LEVEL OF BALLET TRAINING FOR ITS STUDENTS AND EXPOSES STUDENTS TO THE WORLD OF PROFESSIONAL DANCE THROUGH REGULAR INTERACTION WITH COMPANY MEMBERS AND ARTISTIC STAFF AND PERFORMANCE OPPORTUNITIES WITH THE COMPANY. 623282 PENNSYLVANIA BALLET'S OUTREACH AND EDUCATION PROGRAM, COMMUNITY ENGAGEMENT, IS A COMPREHENSIVE EDUCATIONAL AND CULTURAL EXPERIENCE DESIGNED TO INTRODUCE TRADITIONALLY UNDER-SERVED STUDENTS TO THE ART OF BALLET AND TO EDUCATE THE BALLET AUDIENCE OF THE FUTURE. THE BASIC PROGRAM, WHICH IS PROVIDED AT NO COST TO THE PARTICIPANTS, INCLUDES DANCE INSTRUCTION, SPECIALLY DESIGNED STUDENT WORKBOOKS, ATTENDANCE AT FULLY STAGED DRESS REHEARSAL PERFORMANCES, TICKET GIVEAWAYS FOR PARTICIPATING STUDENTS AND THEIR FAMILIES, SCHOOL VISITS AND STUDIO TOURS. APPROXIMATELY 9,000 CHILDREN PARTICIPATE ANNUALLY. 9839567 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 91 0 1 300 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X SHELLY POWER 2155876917 323 NORTH BROAD STREET PHILADELPHIA PA 19107 ANGEL CORELLA ARTISTIC DIRECTOR 40.00 X X 197500 0 9124 ANTHONY B HALLER ESQ VICE-PRESIDENT 2.00 X X 0 0 0 ARTHUR M KAPLAN ESQ TRUSTEE 2.00 X 0 0 0 BILLIE BAILKIN TRUSTEE 2.00 X 0 0 0 CAROLYN C NEWSOM PHD TRUSTEE 2.00 X 0 0 0 CINDY BOLT TRUSTEE 2.00 X 0 0 0 DAVID HOFFMAN CHAIR 2.00 X X 0 0 0 DAVID SCHELLENBERG TRUSTEE 2.00 X 0 0 0 DEBORAH GILL HILZINGER VICE-CHAIR 2.00 X X 0 0 0 FOLOSADE OLANIPEKUN-LEWIS TRUSTEE 2.00 X 0 0 0 GEORGE B TRAMMELL III TRUSTEE 2.00 X 0 0 0 GEORGIANA W NOLL VICE-PRESIDENT 2.00 X X 0 0 0 GINA MONTANA TRUSTEE 2.00 X 0 0 0 HILARY ALGER SECRETARY 2.00 X 0 0 0 JONATHAN STAVIN VICE-CHAIR 2.00 X X 0 0 0 KELLY LEE TRUSTEE 2.00 X 0 0 0 KRISTEN KUCHARCZUK MD PHD TRUSTEE 2.00 X 0 0 0 LIZ GILBERT TRUSTEE 2.00 X 0 0 0 LIZ HARRIS TRUSTEE 2.00 X 0 0 0 MELISSA HELLER TRUSTEE 2.00 X 0 0 0 MICHAEL C LILLYS TREASURER 2.00 X 0 0 0 MICHAEL SULLIVAN TRUSTEE 2.00 X 0 0 0 ROBERT BROOKS TRUSTEE 2.00 X 0 0 0 SANDRA B WAXMAN TRUSTEE 2.00 X 0 0 0 SARAH JM MARSHALL TRUSTEE 2.00 X 0 0 0 TAMSIN FAST TRUSTEE 2.00 X 0 0 0 SHELLY POWER EXECUTIVE DIRECTOR 40.00 X 230888 0 11314 CAROL SCARAZZINI DIRECTOR OF FINANCE & HR 40.00 X 101177 0 22011 JANE KAMP DIRECTOR OF DEVELOPMENT 40.00 X 109140 0 10769 SAMANTHA DUNSTER ASSISTANT ARTISTIC DIRECTO 40.00 X 107227 0 11717 745932 0 64935 5 0 1 0 CAPACITY INTERACTIVE CONSULTING 1239 BROADWAY 1103 NEW YORK NY 10001 SOCIAL MEDIA MANAGEMENT 261750 1 532535 1508693 6939314 1141675 8980542 NUTCRACKER TICKET SALES 900099 2635900 2635900 SUBSCRIPTION AND SINGLE TICKET SA 900099 1035200 1035200 SCHOOL REVENUE 900099 838112 838112 4509212 30548 30548 4312 0 4312 4312 4312 1191103 1168745 22358 22358 22358 119782 532535 204339 -84557 -84557 BOUTIQUE 900099 37345 37345 MISCELLANEOUS INCOME 900099 28677 28677 66022 13528437 4575234 0 -27339 456932 211057 245875 5931077 4562303 995173 373601 221626 173887 36511 11228 668245 534944 98145 35156 684596 538762 109369 36465 79904 8057 71847 31750 31750 245213 136021 109183 9 1098841 35391 1063450 53082 9773 42310 999 215592 43970 154734 16888 364651 147882 216769 9468 5788 2215 1465 902 403 194 305 225499 225499 426908 399830 27078 396491 255032 125216 16243 PRODUCTION 2540582 2540582 BAD DEBT 245677 245677 FUNDRAISING 219765 219765 SCHOLARSHIP AND HOUSING 186534 186534 142742 49351 66753 26638 14446077 9839567 3867748 738762 466631 623498 7107710 6325845 69229 34608 626718 401147 17176278 3361782 14028295 13814496 2664092 1646180 86113 153846 25048788 22999620 811945 284130 1272662 964352 5863078 5578909 7947685 6827391 X 4311069 4321685 12790034 11850544 17101103 16172229 25048788 22999620 X -917640 108548 -119782 X X 0 1 X 1 0 X 6058922 9014757 7188096 9223232 8776203 40261210 5463566 6284565 6754120 6496806 4509212 29508269 11522488 15299322 13942216 15720038 13285415 69769479 2982922 3394648 4382780 3069072 3493344 17322766 0 2982922 3394648 4382780 3069072 3493344 17322766 52446713 170742 101223 145307 90650 34860 542782 170742 101223 145307 90650 34860 542782 23095 63641 63791 74801 66002 291330 11716325 15464186 14151314 15885489 13386277 70603591 0.74280 0.70190 0.00770 0.00890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3258274 50000 158943 176855 3290362 3280494 108203 130423 3258274 3253774 153331 126611 3280494 3166819 213686 126731 3253774 3307598 -50000 40717 131496 3166819 0.89620 0.10380 0 0 6082710 6082710 7616712 1194248 6422464 3476856 2167534 1309322 13814496 X 13529801 108548 12598 121146 13408655 119782 119782 13528437 14458675 12598 12598 14446077 0 14446077 PART V, LINE 4: USES INCLUDE EDUCATION & OUTREACH, PRINCIPAL DANCER COMPENSATION, BALLET MASTER/MISTRESS COMPENSATION, ARTISTIC DIRECTOR COMPENSATION AND UNRESTRICTED PURPOSES. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO FASB ASC TOPIC 740, THE ASSOCIATION RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION (INCLUDING THE ASSOCIATION'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. TAX YEARS 2014 AND FORWARD REMAIN SUBJECT TO EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JULY 31, 2020 OR 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS 119,782. PART XI, LINE 2A AND LINE 2B PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $12,598 FOR IN-KIND SERVICES, ALL OF WHICH WAS FOR LODGING. PART XI, LINE 2A - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $12,598 FOR IN-KIND SERVICES, ALL OF WHICH WAS FOR LODGING. X X X 1 ARTSMARKETING SERVICES INC 260 KING STREET EAST TORONTO ONTARIO CA TELEFUNDING AND TELEMARKETING 0 16424 31724 -15300 16424 31724 -15300 PA NJ FALL GALA 425059 356822 68237 144820 ANNUAL DINNER 155138 132593 22545 26497 4 72120 43120 29000 33022 652317 532535 119782 204339 204339 -84557 X X X X X 0 0 0 0 0 0 0 0 0 ANGEL CORELLA ARTISTIC DIRECTOR 197500 0 0 0 0 0 0 0 9124 0 206624 0 0 0 SHELLY POWER EXECUTIVE DIRECTOR 230888 0 0 0 0 0 0 0 11314 0 242202 0 0 0 X 15 1141675 STOCK MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED UPON INFORMATION PROVIDED BY THE ORGANIZATIONS DIRECTOR OF FINANCE AND ACCOUNTING MANAGER. IT IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF THE EXECUTIVE DIRECTOR IN CONJUNCTION WITH THE NOMINATIONS COMMITTEE OF THE BOARD ANNUALLY DISTRIBUTES CONFLICT OF INTEREST INFORMATION AND QUESTIONNAIRES TO THE BOARD OF TRUSTEES. THE RETURN OF THE QUESTIONNAIRES AND TRUSTEE COMPLIANCE IS MONITORED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE AND ARTISTIC DIRECTORS (BOTH OFFICERS OF THE CORPORATION PER THE BYLAWS) IS DETERMINED BY AN ADHOC COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR IS UNDER A 3-YEAR CONTRACT, WHILE THE ARTISTIC DIRECTOR IS UNDER A 6-YEAR CONTRACT, AND THE VARIOUS METHODOLOGIES ARE USED IN THE DETERMINATION OF THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, ON WEBSITE, AND THROUGH OUR OFFICE. FORM 990, PART XI, LINE 9: SPECIAL EVENTS -119,782. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR