2019-06-12T16:12:44-05:00 2018-07-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2017-08-01 231629970 THE PENNSYLVANIA BALLET ASSOCIATION PENN 2155517000 100 S BROAD STREET NO 2226 PHILADELPHIA PA 19110 SHELLY POWER EXECUTIVE DIRECTOR 2155517000 2019-06-12 1 ARTHUR ZATZ P00072591 6106684200 100.19.81.45 2019-06-12 11:40:59 ED P ED156B278EE785E08CD2C0D38CAFCD6A977964B5 BCEEDC9864ADD82CD4171EA42DEED5049148C4FE 2017 2019-02-21 02:37:17Z SHELLY POWER 100 S BROAD STREET NO 2226 PHILADELPHIA PA 19110 14414237 0 X WWW.PABALLET.ORG X 1964 PA THE PENNSYLVANIA BALLET ASSOCIATION IS DEDICATED TO EXCELLENCE IN THE PROFESSIONAL PERFORMANCE AND DEVELOPMENT OF THE BALLET AND DANCE EVOLVING FROM THE CLASSICAL TRADITION. THE BALLET SERVES AUDIENCES NATIONWIDE, WITH PARTICULAR FOCUS ON AUDIENCES IN PHILADELPHIA AND THE SURROUNDING TRI-STATE AREA AND OTHER COMMUNITIES IN THE COMMONWEALTH OF PENNSYLVANIA, AND EMPLOYS APPROXIMATELY 45 DANCERS AND PRESENTS APPROXIMATELY 52 PERFORMANCES OF 6 PRODUCTIONS, BOTH CLASSICAL AND CONTEMPORARY, PER YEAR, INCLUDING THE NUTCRACKER. THE ORGANIZATION'S AWARD-WINNING OUTREACH AND EDUCATION PROGRAM INTRODUCES TRADITIONALLY UNDER-SERVED STUDENTS TO THE ART OF BALLET AND EDUCATES THE BALLET AUDIENCE OF THE FUTURE. THE PROGRAM INCLUDES WORKBOOKS, DRESS REHEARSAL PERFORMANCE ATTENDANCE, TICKET GIVEAWAYS FOR STUDENTS AND THEIR FAMILIES, SCHOOL VISITS, AND STUDIO TOURS. 29 27 301 200 0 0 9014757 7188096 6284565 6754120 52898 76931 129825 136099 15482045 14155246 0 0 0 0 6983591 7026186 50995 0 667435 7036144 7380578 14070730 14406764 1411315 -251518 23449339 23154015 6522397 6398259 16926942 16755756 X THE ORGANIZATION'S MISSION IS TO MAINTAIN AND NURTURE A FINANCIALLY SOUND PHILADELPHIA-BASED BALLET COMPANY THAT PRESENTS THE FINEST IN ARTISTRY AND PERFORMANCE TO THE WIDEST POSSIBLE AUDIENCE; THAT EXPANDS AND DIVERSIFIES ITS CLASSICAL AND CONTEMPORARY REPERTOIRE; AND THAT PROVIDES THE HIGHEST CALIBER OF INSTRUCTION FOR ASPIRING PROFESSIONAL DANCERS. AS PART OF ITS MISSION, IT STRIVES TO ENRICH AND EXPAND THE CULTURAL LIVES OF CHILDREN AND ADULTS OF THE PHILADLPHIA REGION BY EDUCATING ITS CITIZENS ABOUT AND THROUGH THE ART OF BALLET. 0 0 8443967 5277989 THE ORGANIZATION IS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATIONS IN THE PHILADELPHIA REGION. IT EMPLOYS APPROXIMATELY 45 DANCERS AND PRESENTS 59 PERFORMANCES OF 6 PRODUCTIONS EACH YEAR, INCLUDING 'THE NUTCRACKER'. ITS REPERTOIRE INCLUDES BOTH CLASSIC AND CONTEMPORARY WORKS WHICH ARE PERFORMED ANNUALLY TO AN AUDIENCE OF APPROXIMATELY 100,000 PATRONS, OF WHICH APPROXIMATELY 4,000 ARE SUBSCRIBERS. 1384410 1476131 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. 569311 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. OVER 14,222 CHILDREN PARTICIPATE ANNUALLY. 10397688 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 92 0 1 301 1 0 0 0 0 0 1 1 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X CAROL SCARAZZINI 2155876917 100 SOUTH BROAD STREET SUITE 2226 PHILADELPHIA PA 19110 AMY COES TRUSTEE 2.00 X 0 0 0 ANGEL CORELLA ARTISTIC DIRECTOR 40.00 X X 187385 0 6731 ANTHONY B HALLER ESQ VICE-PRESIDENT 2.00 X X 0 0 0 BARBARA WEISBERGER HONORARY TRUSTEE 2.00 X 0 0 0 DANNA VETTER TRUSTEE 2.00 X 0 0 0 DANTHU PHAN SECRETARY 2.00 X X 0 0 0 DAVID A PIERSON PHD VICE-PRESIDENT 2.00 X X 0 0 0 DAVID GRAY EXECUTIVE DIRECTOR (UNTIL 7/7/17) 40.00 X X 101159 0 4038 DAVID HOFFMAN CHAIR 2.00 X X 0 0 0 DAVID SCHELLENBERG TRUSTEE 2.00 X 0 0 0 DAVID STEVENSON TRUSTEE 2.00 X 0 0 0 DEBORAH GILL HILZINGER VICE-CHAIR 2.00 X X 0 0 0 EILEEN KENNEDY ESQ TRUSTEE 2.00 X 0 0 0 FOLOSADE OLANIPEKUN-LEWIS 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 TRUSTEE 2.00 X 0 0 0 IRINA WILSON GAGE TRUSTEE 2.00 X 0 0 0 JANET AVERILL VICE-PRESIDENT 2.00 X X 0 0 0 JANIS LYNN GOODMAN PHD TRUSTEE 2.00 X 0 0 0 JEFFREY A SHEEHAN TRUSTEE 2.00 X 0 0 0 JONATHAN STAVIN TRUSTEE 2.00 X 0 0 0 JOSE F GONZALEZ-HERES TRUSTEE 2.00 X 0 0 0 KEITH STRAW TRUSTEE 2.00 X 0 0 0 KELLY LEE TRUSTEE 2.00 X 0 0 0 LOUISE REED TRUSTEE 2.00 X 0 0 0 MELISSA HELLER TRUSTEE 2.00 X 0 0 0 MICHAEL C LILLYS TRUSTEE 2.00 X 0 0 0 ROBERT M DEVER TREASURER 2.00 X X 0 0 0 TRACY ANNE WENZINGER TRUSTEE 2.00 X 0 0 0 SHELLY POWER EXECUTIVE DIRECTOR (FROM 2/12/18) 40.00 X 0 0 0 JANE KAMP DIRECTOR OF DEVELOPMENT 40.00 X 117470 0 804 SAMANTHA DUNSTER ASSISTANT ARTISTIC DIRECTOR 40.00 X 109662 0 6468 515676 0 18041 4 0 1 0 CAPACITY INTERACTIVE CONSULTING 1239 BROADWAY 1103 NEW YORK NY 10001 ADVERTISING 129000 1 422462 208389 6557245 674084 7188096 SUBSCRIPTION AND SINGLE TICKET SA 900099 2667131 2667131 NUTCRACKER TICKET SALES 900099 2580858 2580858 SCHOOL REVENUE 900099 1476131 1476131 TOURING 900099 30000 30000 6754120 72999 72999 24000 48308 0 0 24000 48308 72308 72308 126985 123053 3932 3932 3932 135938 422462 135938 0 BOUTIQUE 900099 33536 33536 MISCELLANEOUS INCOME 900099 30255 30255 63791 14155246 6817911 0 149239 286942 197055 89887 5362283 4213441 811453 337389 217564 188299 22363 6902 502476 435247 51037 16192 656921 568558 67523 20840 16097 6392 9705 773522 166336 538546 68640 1072296 42855 876503 152938 70975 9658 52673 8644 184140 24258 140074 19808 66065 66065 479929 323055 156874 123462 97070 25392 1000 7901 7637 264 161442 161442 444490 417982 26508 492024 412704 64688 14632 PRODUCTION 2550551 2530417 20134 SCHOLARSHIP 271088 271088 CREDIT CARD FEES 211693 31671 162431 17591 SCHOOL FEES 192516 192516 262387 203021 56771 2595 14406764 10397688 3341641 667435 1013268 1575333 6406786 5242414 12300 32929 738364 868286 16052825 3386844 12488314 12665981 2659592 2686313 130715 82759 23449339 23154015 618858 880006 1350930 1358877 4552609 4159376 6522397 6398259 X 4867552 5430889 9160452 8425929 2898938 2898938 16926942 16755756 23449339 23154015 -251518 80332 0 X X 0 1 X 1 0 X 6461655 9234918 6058922 9014757 7188096 37958348 5406386 5171845 5463566 6284565 6754120 29080482 11868041 14406763 11522488 15299322 13942216 67038830 3685229 6685443 2982922 3394648 4382780 21131022 0 3685229 6685443 2982922 3394648 4382780 21131022 45907808 153654 128501 170742 101223 145307 699427 153654 128501 170742 101223 145307 699427 35392 45185 23095 63641 63791 231104 12057087 14580449 11716325 15464186 14151314 67969361 0.67540 0.72330 0.01030 0.00970 X 3253774 153331 126611 3280494 3166819 213686 126731 3253774 3307598 -50000 40717 131496 3166819 3378984 2830 72525 146741 3307598 3262894 15085 257473 156468 3378984 0.88370 0.11630 0 0 5500000 5500000 6670982 879295 5791687 3881843 2507549 1374294 12665981 X 14588910 80332 217394 135938 433664 14155246 0 14155246 14585596 42894 135938 178832 14406764 0 14406764 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, 2018 OR 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 135,938. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 135,938. PART XI, LINE 2A AND LINE 2B PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $42,894 FOR IN-KIND SERVICES, OF WHICH $26,505 WAS FOR FITNESS CENTER MEMBERSHIPS AND $16,389 WAS FOR LODGING. PART XI, LINE 2A - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $42,894 FOR IN-KIND SERVICES, OF WHICH $26,505 WAS FOR FITNESS CENTER MEMBERSHIPS AND $16,389 WAS FOR LODGING. X X X 1 DCM 330 WEST 38TH STREET NEW YORK NY 10018 TELEFUNDING AND TELEMARKETING 0 197761 137808 59953 197761 137808 59953 PA NJ FALL GALA 197157 141078 56079 56079 NUTCRACKER MAGIC 46031 7089 38942 38942 3 315212 274295 40917 40917 558400 422462 135938 135938 135938 0 X X X X X 0 0 0 0 0 0 0 0 0 ANGEL CORELLA ARTISTIC DIRECTOR 187385 0 0 0 0 0 0 0 6731 0 194116 0 0 0 X 20 674084 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR