2014-05-07T14:04:08-05:00 2013-07-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2012-08-01 231629970 THE PENNSYLVANIA BALLET ASSOCIATION PENN 2155517000 1819 JFK BOULEVARD NO 210 PHILADELPHIA PA 191035306 MICHAEL SCOLAMIERO 2155517000 2014-05-07 1 LEENA RITCHIE CPA P00265669 6106684200 2012 2015-11-30 17:44:51Z MICHAEL SCOLAMIERO 1819 JFK BOULEVARD NO 210 PHILADELPHIA PA 191035306 16853186 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 40 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. 27 25 237 220 0 0 4242434 8416284 4291748 4699217 94201 169731 233249 186324 8861632 13471556 0 0 0 0 5377254 5702530 39408 44486 539771 5028793 5322638 10445455 11069654 -1583823 2401902 19549241 22180373 6342919 6369401 13206322 15810972 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. 1 0 8573344 4215114 THE ORGANIZATION IS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATIONS IN THE PHILADELPHIA REGION. IT EMPLOYS APPROXIMATELY 40 DANCERS AND PRESENTS 52 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 5,000 ARE SUBSCRIBERS. 534790 484103 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. 182817 PENNSYLVANIA BALLET'S OUTREACH AND EDUCATION PROGRAM, ACCENT ON DANCE, 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 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 10,000 CHILDREN PARTICIPATE ANNUALLY. 9290951 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 68 0 1 237 1 0 0 0 0 0 1 1 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X X MADELINE APOLLO 2155517000 1819 JFK BOULEVARD SUITE 210 PHILADELPHIA PA 19103 KATHY Z ANDERSON 2.00 X 0 0 0 JANET AVERILL 2.00 X X 0 0 0 MATTHEW AZOULAY ESQ 2.00 X 0 0 0 STACEY BARISH ESQ 2.00 X 0 0 0 BRUCE M ECKERT 2.00 X 0 0 0 PEG FITZPATRICK 2.00 X 0 0 0 PENNY FOX 2.00 X X 0 0 0 JAY L GOLDBERG ESQ 2.00 X X 0 0 0 JANIS LYNN GOODMAN PHD 2.00 X 0 0 0 ANTHONY B HALLER ESQ 2.00 X X 0 0 0 ROBIN PINDER HERNDON ESQ 2.00 X 0 0 0 DEBORAH GILL HILZINGTER 2.00 X X 0 0 0 DAVID HOFFMAN 2.00 X 0 0 0 ROY KAISER 40.00 X X 163763 0 7631 CARY S LEVINSON ESQ 2.00 X X 0 0 0 ELIZABETH LUENING LONG ESQ 2.00 X X 0 0 0 JUSTIN MARKLE 2.00 X 0 0 0 TAMMY J MURABITO 2.00 X X 0 0 0 GEORGIANA W NOLL 2.00 X X 0 0 0 DAVID A PIERSON PHD 2.00 X X 0 0 0 NICHOLAS POURNADER 2.00 X 0 0 0 LOUISE H REED 2.00 X 0 0 0 MILTON L ROCK PHD 2.00 X 0 0 0 MICHAEL SCOLAMIERO 40.00 X X 167030 0 4660 DAVID STEVENSON 2.00 X 0 0 0 MARIA J TRAFTON 2.00 X 0 0 0 JON WEINSTEIN 2.00 X 0 0 0 BARBARA WEISBERGER 2.00 X 0 0 0 MATTHEW WEKO 2.00 X 0 0 0 TRACY ANNE WENZINGER 2.00 X 0 0 0 JOHN WOLAK 2.00 X X 0 0 0 330793 0 12291 2 0 1 0 DCM 330 WEST 38TH STREET SUITE 207 NEW YORK NY 10018 TELEFUNDING AND TELEMARKETING 164166 1 106820 116056 8193408 339534 8416284 NUTCRACKER TICKET SALES 900099 2337348 2337348 SUBSCRIPTION AND SINGLE TICKET SA 900099 1782669 1782669 SCHOOL REVENUE 900099 484103 484103 TOURING 900099 95097 95097 4699217 88242 88242 14775 0 14775 14775 14775 3322729 3234283 6957 88446 -6957 81489 81489 235225 106820 140390 94835 94835 BOUTIQUE EXPENSE 900099 43621 43621 MISCELLANEOUS INCOME 900099 33093 33093 76714 13471556 4775931 0 279341 332063 166389 165674 4266017 3592506 360970 312541 166115 148590 11420 6105 431305 390052 24973 16280 507030 453538 34858 18634 31760 31760 32604 32604 44486 44486 227291 99123 103163 25005 946504 910083 36421 117381 72241 40371 4769 132197 29400 98529 4268 88734 88734 364691 256656 106616 1419 80717 69710 10531 476 1713 875 575 263 20392 20392 327536 194228 133308 401468 346202 42464 12802 PRODUCTION 1958095 1958095 LICENSES 158963 158963 CREDIT CARD FEES 152772 133557 19215 MISCELLANEOUS 65102 8124 20724 36254 214718 213885 833 11069654 9290951 1238932 539771 2012556 526289 4768775 5242809 83299 56655 525594 660721 15314896 2202298 8515327 13112598 3429960 2436626 106696 67881 107034 76794 19549241 22180373 999101 1219907 1087775 1066985 4229189 4058773 26854 23736 6342919 6369401 X -604973 6294237 10164770 6585712 3646525 2931023 13206322 15810972 19549241 22180373 2401902 202748 0 X X 0 1 X 1 0 X 4757768 4368552 11840399 4242434 8506975 33716128 4392011 4334586 4336762 4291748 4699217 22054324 9149779 8703138 16177161 8534182 13206192 55770452 1020000 6925000 500000 767515 9212515 0 1020000 6925000 500000 767515 9212515 46557937 156437 107058 124067 119043 103017 609622 156437 107058 124067 119043 103017 609622 187805 391370 438606 383342 323784 1724907 9494021 9201566 16739834 9036567 13632993 58104981 0.80130 0.77430 0.01050 0.01180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3767153 267259 379299 1150817 3262894 3812363 24426 89941 159577 3767153 3574337 28704 357408 148086 3812363 3335830 32740 414643 208876 3574337 3926335 37867 -419609 208763 3335830 0.10170 0.89830 0 0 5500000 5500000 6187280 79324 6107956 515807 239367 276440 3111809 1883607 1228202 13112598 CAPITAL LEASE 6869 ANNUITY PAYABLE 14418 ACCRUED EXPENSES - LONG-TERM 2449 23736 X 13917230 202748 102536 140390 445674 13471556 0 13471556 11312580 102536 140390 242926 11069654 0 11069654 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: USES INCLUDE EDUCATION & OUTREACH, PRINCIPAL DANCER COMPENSATION, BALLET MASTER/MISTRESS COMPENSATION, ARTISTIC DIRECTOR COMPENSATION AND UNRESTRICTED PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009 AND FORWARD REMAIN SUBJECT TO EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JULY 31, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 140,390. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 140,390. PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $102,536 FOR IN-KIND SERVICES, OF WHICH $61,560 WAS FOR FITNESS CENTER MEMBERSHIPS, $23,940 WAS FOR AIRLINE SERVICES AND $17,136 WAS FOR LODGING. PART XI, LINE 2A - DONATED SERVICES AND USE OF FACILITIES THE ORGANIZATION RECEIVED A TOTAL OF $102,536 FOR IN-KIND SERVICES, OF WHICH $61,560 WAS FOR FITNESS CENTER MEMBERSHIPS, $23,940 WAS FOR AIRLINE SERVICES AND $17,136 WAS FOR LODGING. X X X 1 DCM 330 WEST 38TH STREET NEW YORK NY 10018 TELEFUNDING AND TELEMARKETING 0 84584 44486 40098 84584 44486 40098 PA NJ GALA 96075 54549 41526 41526 AUCTION 152322 5000 147322 52487 3 93648 47271 46377 46377 342045 106820 235225 140390 140390 94835 X X X X X 0 0 0 0 0 0 0 0 0 ROY KAISER 163763 0 0 0 0 0 0 0 7631 0 171394 0 0 0 MICHAEL SCOLAMIERO 167030 0 0 0 0 0 0 0 4660 0 171690 0 0 0 X 6 339534 STOCK MARKET VALUE 0 1 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 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. FORM 990, PART VI, SECTION B, LINE 11 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 15A COMPENSATION FOR THE EXECUTIVE AND ARTISTIC DIRECTORS (BOTH OFFICERS OF THE CORPORATION PER THE BYLAWS) IS DETERMINED BY AN ADHOC COMMITTEE OF THE BOARD. BOTH ARE UNDER 3-YEAR CONTRACTS 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 THROUGH OUR OFFICE. INDEPENDENT ACCOUNTANT OVERSIGHT AND SELECTION PROCESS FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR