2018-04-11T20:28:07-07:00 2017-05-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2016-06-01 730667485 Tulsa Ballet Theatre Inc TULS 9187496030 1212 E 45th Place Tulsa OK 74105 Marcello Angelini CEO 2018-04-11 true Tim L Roberts CPA P00000948 9187491040 2016 2021-01-29 14:40:06Z Marcello Angelini 5758297 false false X www.tulsaballet.org X 1956 OK To preserve and create works of ballet and educate through training and outreach. 49 47 90 152 0 8496955 3032273 1658228 1738574 13978 35686 498937 226066 10668098 5032599 95850 102800 0 2857044 3067695 0 490918 3318675 3835062 6271569 7005557 4396529 -1972958 26971828 24825436 2679630 3147390 24292198 21678046 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 4641325 1435980 tulsa ballet annually reaches more than 40,000 individuals across oklahoma and serves as an official cultural ambassador for the state, locally, nationally and internationally. In addition to bringing the finest works in classical and contemporary dance to the oklahoma stage, and touring nationally and internationally, tulsa ballet has a dedication to the creation of new works and presents world-premieres by renowned contemporary artists each year. 738584 447521 the tulsa ballet center for dance education (CDE) offers dance training of uncompromising quality. The curriculum emphasizes classical ballet technique based on the russian tradition of training. the cde 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 8 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. 318795 102800 650 tulsa ballet provides a variety of educational outreach programs for the extended community. these important programs give students the opportunity to experience the arts and to see world-class dance. the leaps ahead program 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, partners in art and hope for the holidays are performance based programs that reach thousands of students, families and adults who are typically underserved by arts programming. 5698704 true true false true false false false true false true true false false true false false false true false false false false false false true true 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 98 0 true 90 true false false false false false false true true false 0 false false false false false false false false false false X 49 47 true false false false true true false true true false false true true true true true true true true false OK X Kay Wulf 9183925902 1212 E 45th Place Tulsa OK 74105 Kayla Vaughn Board Chair 9.20 0.10 X X 0 0 0 Billie Barnett Immed Past Chai 1.30 0.10 X X 0 0 0 Janet Selser Exec Vice Chair 2.00 0.10 X X 0 0 0 Dennis Cameron Fin Chair/Treas 1.20 0.50 X X 0 0 0 Larry Chambers Corp Secretary 1.00 0.10 X X 0 0 0 Skip Teel Parliamentarian 0.60 0.50 X X 0 0 0 Cheryl Forrest Chair Emeritus 2.60 0.10 X 0 0 0 Leanne Helmerich Chair Emeritus 1.00 0.10 X 0 0 0 Jackie Kouri 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 2.00 0.10 X 0 0 0 Mollie Williford Chair Emeritus 1.00 0.10 X 0 0 0 Anne Adams Elect Director 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 Gary Black Elect Director 1.00 0.10 X 0 0 0 Elise Brennan Elect Director 1.00 0.10 X 0 0 0 Rosalie Childs Elect Director 1.00 0.10 X 0 0 0 Kevin Coffman Elect Director 1.00 0.10 X 0 0 0 Martin Frey Elect Director 1.00 0.10 X 0 0 0 Lou Ann Gibson Audit Chair 1.00 0.10 X X 0 0 0 Betsy Hendershot Elect Director 1.00 0.10 X 0 0 0 Soohyun Jin Elect Director 1.40 0.10 X 0 0 0 Paul Johnson Elect Director 1.00 0.10 X 0 0 0 Andy Kinslow Elect Director 1.00 0.10 X 0 0 0 Bonnie Klein Elect Director 1.00 0.10 X 0 0 0 Thomas Landrum Elect Director 1.20 0.10 X 0 0 0 Kirby Lehman Elect Director 1.00 0.10 X 0 0 0 Ryan McDaniel Elect Director 1.00 0.10 X 0 0 0 Donna O'Rourke Elect Director 2.00 0.10 X 0 0 0 Susan Parrott Elect Director 1.00 0.10 X 0 0 0 Rebecca Pohlenz Elect Director 1.00 0.10 X 0 0 0 Belynda Spitzer Elect Director 1.00 0.10 X 0 0 0 Sheri Stinson Elect Director 1.30 0.10 X 0 0 0 Barbara Sylvan Elect Director 2.00 0.10 X 0 0 0 Ava Weber Elect Director 1.00 0.10 X 0 0 0 Susie Wellendorf Elect Director 4.70 0.10 X 0 0 0 Kathy West Elect Director 1.00 0.10 X 0 0 0 Wally Whaling Elect Director 1.00 0.10 X 0 0 0 Cassandra Wilkinson Elect Director 1.10 0.10 X 0 0 0 Monica Williford Elect Director 1.00 0.10 X 0 0 0 William Woodring Elect Director 1.00 0.10 X 0 0 0 Teresa Knox Chair Appointee 1.00 0.10 X 0 0 0 Millie Otey Chair Appointee 1.00 0.10 X 0 0 0 Lisa Owens Chair Appointee 1.00 0.10 X 0 0 0 Laura Parrott Chair Appointee 1.00 0.10 X 0 0 0 Leigh Reaves Chair Appointee 1.00 0.10 X 0 0 0 John Sawyer Chair Appointee 1.10 0.10 X 0 0 0 Marcello Angelini CEO 59.90 0.10 X 175891 0 5962 William S Black Managing Direct 49.50 0.50 X 94973 0 1641 270864 7603 1 false true false Oakridge Builders 1602 W 21st Street Tulsa OK 74107 Contractor 3074043 Theatrical Accounting Services PO Box 701462 tulsa OK 74170 Stagehands 310465 Scenic Art Studios Inc 302 Water St Newburgh NY 12550 Scenery Build 323714 Talmadge Powell Creative 211 W 11th Street Tulsa OK 74119 Event Coordinator 191811 Mark Zappone 606 Post Ave 302 Seattle WA 98104 Costume Designer 110850 5 603321 834705 110172 1484075 121864 3032273 ticket sales 711120 1252592 1252592 school income 711120 448171 448171 Costume and Set Rentals 711120 37811 37811 1738574 19497 19497 0 0 283028 70404 212624 212624 212624 319041 302852 16189 16189 16189 198670 834705 318347 -119677 -119677 28550 350 28200 28200 70218 33745 36473 36473 Miscellaneous 711120 67680 67680 change-beneficial int 711120 766 766 68446 5032599 1806254 194072 0 102800 102800 0 0 291446 192268 39671 59507 0 2339910 1769564 399242 171104 0 173658 141632 22418 9608 262681 197578 42317 22786 0 887 887 36290 36290 0 0 5179 5179 505303 505303 647273 476007 171266 76242 44108 32134 42531 42531 151255 151255 312383 309527 2856 35686 35686 0 29447 5960 23103 384 98720 77704 21016 0 727307 655954 71353 37525 15170 22355 Production costs 964406 964406 Miscellaneous Exp 93052 2433 36750 53869 Workman's Comp. Insurance 58189 51349 4446 2394 equipment rental & maint 13387 13387 0 7005557 5698704 815935 490918 554509 328471 1429172 560960 6009533 3517626 0 0 0 0 19030 16235 206985 205008 24326632 6615826 16339230 17710806 960734 1097066 0 0 0 1452635 1389264 26971828 24825436 871867 296925 461610 472320 1346153 2378145 2679630 3147390 X 15764389 15044529 7526234 5631942 1001575 1001575 24292198 21678046 26971828 24825436 X -1972958 82371 22338 -745903 X X false true X true false X 2457021 3211475 10751296 8496955 3032273 27949020 1524189 1624958 1718347 1624047 1738574 8230115 0 0 0 3981210 4836433 12469643 10121002 4770847 36179135 1022335 798998 5194647 6230648 1418861 14665489 0 1022335 798998 5194647 6230648 1418861 14665489 21513646 213920 301356 264233 327908 302525 1409942 0 213920 301356 264233 327908 302525 1409942 0 198260 391790 283113 577978 365884 1817025 4393390 5529579 13016989 11026888 5439256 39406102 0.54590 0.56010 0.03580 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false true false false false false false false false Part I-A, Line 1 - Direct and Indirect Political Campaign Activities Board members and staff call, email and mail letters to legislative staff to influence government funding for the arts. Part II-B, Line 1i - Other Activities Description Board members and staff call, email and mail letters to legislative staff to influence government funding for the arts. no expense to tulsa ballet. 84750 X X X X false 6659507 511582 610423 218592 46165 7516755 6330353 541576 70139 244893 37668 6659507 5529061 550596 385913 96369 38847 6330354 5278291 660822 373036 37016 5529061 4722226 26176 738448 176085 32474 5278291 0.17450 0.76700 0.05850 false true true 69096 4544846 4613942 1979963 14757412 4942957 11794418 1206654 770982 435672 1768661 901887 866774 17710806 Beneficial Interest in Trusts 1389264 1389264 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 russe 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 distrubute 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 avaliable 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 funds corpus in order to build the fund balance to a level that it may meet future price increases. false Icons and Idols 1033375 834705 198670 67383 11550 63962 23215 152237 1033375 834705 198670 67383 11550 63962 23215 152237 318347 -119677 false false 28550 350 false 28550 350 350 28200 OK false Oklahoma does not have a central licensing process for raffle gaming vendors. This gaming activity is an annual raffle event, not a regularly carried on activity of Tulsa Ballet Theatre, Inc. false false false 0.60000 0.40000 Kay Wulf 1212 E 45th Pl Tulsa OK 74105 false Cindy Webb 100 Supervising the raffle activity X false true 0 0 TBii scholarships 13 102800 Grantmaker's Description of How Grants are Used All students attending the Tulsa Ballet II School are given a stipend ranging from $400-1,600 per month (depending on their level) during the school session to help cover living expenses. Monthly stipends are issued only to those individuals currently enrolled in the school. X X X X false false false false false false false false false false Marcello Angelini CEO 168891 7000 5962 181853 Bill Schonacher See below Bank loan, LOC, etc. false Will Woodring See below 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 Elected Director, respectively. IBC Bank is where Tulsa Ballet Theatre, Inc. has a $700,000 Line of Credit ($505,000 outstanding as of 5/31/17), a Real Estate loan (approx. $823,145 balance as of 5/31/17), and a Construction Loan ($1,050,000 balance as of 5/31/17). Real Estate loan payments made during the fiscal year were $117,514, Line of Credit payments were $330,547 Construction loan payments were $324,754 and credit card and other bank fees were $64,029. X 3 108135 FMV @ Date Rec X Yoga Bench 1 250 FMV- Comp Cost X Food 1 5000 FMV- Comp Cost X Food / Wine 3 1202 FMV- Comp Cost X Miscellaneous 2 2900 FMV- Comp Cost X Flowers 1 322 FMV- Comp Cost X Camera 1 4055 FMV- Comp Cost false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Betty Pirnat, Tulsa Ballet Chair Emeritus, is employed at an exempt organization of which Hannah Robson, another Tulsa Ballet Chair Emeritus, and Kayla Vaughn, the current Tulsa Ballet Board Chair, are both associated as board directors of that organization.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, and Susan Parrott is the mother of Laura Parrott. Bonnie and Susan are both Elected Directors while Laura Parrott is a Chair 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 begining 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 committeee 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 financials 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 = $218592 Other Changes In Net Assets Or Fund Balances - Other Decreases Net Equity Transfer to Tulsa Ballet Theatre Trust Fund = -$511582 Other Changes In Net Assets Or Fund Balances - Other Decreases Rounding = -$1 Other Changes In Net Assets Or Fund Balances - Other Decreases Trnsfr of Pledges Rec. Tulsa Ballet Theatre Trust Fund = -$452912 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) 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 511582 cash tulsa ballet theatre trust fund s 218592 cash