2020-07-15T08:36:07-07:00 2019-05-31 453705962 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2018-06-01 730667485 Tulsa Ballet Theatre Inc TULS 9187496030 1212 E 45th Place Tulsa OK 74105 Susie Wellendorf Exec Vice Chair 2020-07-15 true Tim L Roberts CPA P00000948 9187491040 2018 2021-01-29 14:40:06Z Marcello Angelini 1212 E 45th Place Tulsa OK 74105 8578202 false false X www.tulsaballet.org X 1956 OK To preserve and create works of ballet and educate through training and outreach. 53 51 91 197 0 3817040 4456287 1920886 2165709 56635 193558 140934 197596 5935495 7013150 110750 137182 0 2991707 3141906 0 376462 4155096 3911839 7257553 7190927 -1322058 -177777 23701180 22480384 2107857 2143964 21593323 20336420 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 4783251 1939352 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. 847101 594833 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. 359699 137182 2534685 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. 5990051 true true false false false false false true false true true false false true false false false true false false false false false false true false false false true true false false false false false false false false true false true true false false false false true true true false false true 121 0 true 91 true false false false false false false true true false 0 false false false false false false false false false false false false X 53 51 true false false false true true false true true false false true true true true true true true true false OK X Svetlana Kot 9183925902 1212 E 45th Place Tulsa OK 74105 Janet Selser Board Chair 19.20 0.10 X X 0 0 0 Kayla Vaughn Past Brd. Chair 1.00 0.10 X X 0 0 0 Ryan McDaniel Treasurer 1.00 0.10 X X 0 0 0 Billie Barnett Chair Emeritus 1.10 0.10 X X 0 0 0 Nicole Morgan Elect Director 1.00 0.10 X X 0 0 0 Betsy Hendershot Elect Director 1.40 0.10 X X 0 0 0 Roy M Skip Teel Parliamentarian 1.00 0.10 X X 0 0 0 Anne Adams Audit Chair 1.00 0.10 X X 0 0 0 Mary Barnes Chair Emeritus 1.00 0.10 X 0 0 0 Cheryl Forrest Chair Emeritus 1.60 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 2.40 0.10 X 0 0 0 Mollie Williford Chair Emeritus 1.00 0.10 X 0 0 0 Jennifer Anthony Elect Director 1.00 0.10 X 0 0 0 Lauren Bingham Elect Director 1.00 0.10 X 0 0 0 Charlotte Edmundson Elect Director 1.00 0.10 X 0 0 0 Lou Ann Gibson Elect Director 1.00 0.10 X 0 0 0 Laura Hulse Elect Director 1.00 0.10 X 0 0 0 Soohyun Jin Elect Director 1.00 0.10 X 0 0 0 Paul Johnson Elect Director 1.00 0.10 X 0 0 0 Suzanne Kneale 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 1.70 0.10 X 0 0 0 Donna O'Rourke Elect Director 1.40 0.10 X 0 0 0 Lisa Owens Elect Director 1.00 0.10 X 0 0 0 Frauke Quiroga Elect Director 1.40 0.10 X 0 0 0 Leigh Reaves Elect Director 1.00 0.10 X 0 0 0 John Sawyer Elect Director 2.70 0.10 X 0 0 0 Julie Smith Elect Director 1.10 0.10 X 0 0 0 Sheri Stinson Secretary 1.00 0.10 X 0 0 0 Linda Strong 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 Susie Wellendorf Exec Vice Chair 7.40 0.10 X 0 0 0 Kathy West Elect Director 1.00 0.10 X 0 0 0 Walter Whaling Elect Director 1.00 0.10 X 0 0 0 Cassandra Wilkinson Elect Director 1.10 0.10 X 0 0 0 William Woodring Elect Director 1.00 0.10 X 0 0 0 Karen Conner Elect Director 1.00 0.10 X 0 0 0 Chase Curtiss Elect Director 1.00 0.10 X 0 0 0 Stephanie Forrest Chair Appointee 1.00 0.10 X 0 0 0 Cassie Reese Tipton Elect Director 1.00 0.10 X 0 0 0 Byron Bighorse Elect Director 1.00 0.10 X 0 0 0 Martha Blackburn Elect Director 1.00 0.10 X 0 0 0 Ginger Kollmann Elect Director 1.00 0.10 X 0 0 0 Dave Sopark Elec Director 1.00 0.10 X 0 0 0 Robyn Devore Chair Appointee 1.00 0.10 X 0 0 0 Sandy Stava Chair Appointee 1.00 0.10 X 0 0 0 Crystal Stovall Chair Appointee 1.80 0.10 X 0 0 0 Diana Wolff Chair Appointee 1.00 0.10 X 0 0 0 Marcello Angelini CEO 59.90 0.10 X 190018 0 10249 William S Black Managing Director 49.50 0.50 X 100757 0 3630 290775 13879 2 false true false TPC Studios 32 S Lewis Ave Tulsa OK 74104 Event Organizer 132948 Choctaw Print Services 2712 Enterprise Blvd Durant OK 74701 Print Services 100413 2 579995 1300907 76413 2498972 142469 4456287 ticket sales 711120 1380752 1380752 school income 711120 595333 595333 Tour Income 711120 156411 156411 Costume and Set Rentals 711120 33213 33213 2165709 22178 22178 0 0 321049 49002 272047 272047 272047 1294251 1122871 171380 171380 171380 161100 1300907 349239 -188139 -188139 0 83599 43940 39659 39659 Ticket Handling Fees 711120 44101 44101 change-beneficial int 711120 17761 17761 Miscellaneous 711120 12167 12167 74029 7013150 2221977 334886 0 137182 137182 0 0 304474 200267 41683 62524 0 2389992 1815825 395888 178279 0 182721 154837 19226 8658 264719 200562 41662 22495 0 792 792 37500 37500 0 0 5631 5631 551705 551705 494030 406082 87948 113912 39645 74267 50797 50797 106434 106434 301472 294807 6665 196792 196792 0 21869 3779 17699 391 59284 39416 19868 0 753908 700833 53075 37205 13947 23258 Production costs 728751 728751 School/Outreach Cost 336901 336901 Miscellaneous Exp 49183 19974 16700 12509 Workman's Comp. Insurance 47962 42312 1992 3658 17711 17711 7190927 5990051 824414 376462 105640 12194 24050 33420 4091031 3400334 0 0 0 0 12699 22711 186064 179184 24644363 8116238 16875981 16528125 1121464 1061227 0 0 0 1284251 1243189 23701180 22480384 252739 358014 490888 506788 1364230 1279162 2107857 2143964 X 14819862 14377443 4454308 3639824 2319153 2319153 21593323 20336420 23701180 22480384 X -177777 -170412 146369 -1055083 X X false true X true false X 10751296 8496955 3032273 3950941 2618263 28849728 1718347 1624047 1738573 1920887 2165109 9166963 0 0 0 12469643 10121002 4770846 5871828 4783372 38016691 5194647 6230648 1418859 2463248 3224970 18532372 0 5194647 6230648 1418859 2463248 3224970 18532372 19484319 264233 327908 302525 313971 343227 1551864 0 264233 327908 302525 313971 343227 1551864 0 283113 577978 365884 247030 262461 1736466 13016989 11026888 5439255 6432829 5389060 41305021 0.47170 0.52990 0.03760 0.03640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84750 X X X X false 8673008 1325000 294467 338297 58288 9895890 7516755 884893 623596 296555 55681 8673008 6659507 511582 610423 218592 46165 7516755 6330353 541576 70139 244893 37668 6659507 5529061 550596 385913 96369 38847 6330354 0.13940 0.80260 0.05800 false true true 69096 4544846 4613942 1981081 14816607 6024703 10772985 1300403 1039358 261045 1932330 1052177 880153 16528125 Beneficial Interest in Trusts 1243189 1243189 Part III, 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. false Icons and Idols 1462007 1300907 161100 349239 1462007 1300907 161100 349239 349239 -188139 true 0 0 TBii scholarships 12 137182 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 false Marcello Angelini CEO 177018 13000 10249 200267 Bill Schonacher past board pres 73449 Bank loan, LOC, etc. false Will Woodring Elect Director 6795 Bank loan, LOC, etc. false Schedule L, Part V Supplemental Information Bill Schonacher, President & CEO for IBC Bank, and Will Woodring, Vice President for IBC Bank, are also a Tulsa Ballet Chair Emeritus and an Elected Director, respectively. IBC Bank is where Tulsa Ballet Theatre, Inc. has a $700,000 Line of Credit ($620,000 outstanding as of 5/31/2019), a real estate loan (approx. $209,161 balance as of 5/31/2019), and a construction loan ($450,000 balance as of 5/31/2019). Real estate loan payments made during the fiscal year were $110,092, Line of Credit payments were $300,000, construction loan payments were $300,000, and credit card and other bank fees were $5,582. X 3 110791 FMV X Food/Wine 1 2048 FMV X Food/Wine 1 343 FMV X Food/Wine 1 11204 FMV X Flowers 1 5254 FMV X Food/Wine 1 5000 FMV X Food/Wine 7 4231 FMV X Miscellaneous 5 3598 FMV false true 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. 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 = $269917 Other Changes In Net Assets Or Fund Balances - Other Decreases Net Equity Transfer to Tulsa Ballet Theatre Trust Fund = -$1325000 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 1325000 CASH tulsa ballet theatre trust fund s 269917 CASH