SAN FRANCISCO BALLET ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO BALLET ASSOCIATION (EIN 94-1415298)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201431339349300433
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T19:18:31-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941415298 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO BALLET ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 4158615600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimberly Carim | Name |
| Title | CFO | Title |
| Phone | 4158656580 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Glenn McCoy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51420052 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sfballet.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To share the joy of dance and provide the highest caliber of dance training. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 61 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 55 | NbrIndependentVotingMembers |
| Total Nbr Employees | 844 | TotalNbrEmployees |
| Total Nbr Volunteers | 723 | TotalNbrVolunteers |
| Total Gross UBI | 43210 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 18468 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26475718 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23571655 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21194755 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22655917 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11812 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27516 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -247665 | OtherRevenuePriorYear |
| Other Revenue Current Year | -743989 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47434620 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45511099 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 782434 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 949273 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29917231 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29916190 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 177634 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 194015 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2162931 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16485606 | OtherExpensePriorYear |
| Other Expenses Current Year | 18003488 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 47362905 | TotalExpensesPriorYear |
| Total Expenses Current Year | 49062966 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 71715 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3551867 | RevenuesLessExpensesCY |
| Total Assets BOY | 64259920 | TotalAssetsBOY |
| Total Assets EOY | 60777074 | TotalAssetsEOY |
| Total Liabilities BOY | 63515529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61264999 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 744391 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -487925 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | As America's oldest professional ballet company and one of the three largest ballet companies in the United States, San Francisco Ballet Association (the Association) has enjoyed a long and rich tradition of artistic "firsts" since its founding in 1933. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance (Continued on Schedule O, Statement 1) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38273059 | Expense |
| Revenue | 20273664 | Revenue |
| Description | Performance and Touring: Under the direction of Helgi Tomasson for more than two decades, the Association has achieved an international reputation as one of the preeminent ballet companies in the world. During the fiscal year the Company presented Romeo & Juliet, Cinderella, Nutcracker and several mixed bill programs for a total of 109 performances. In addition, the company toured various locations including London, Sun Valley, and Washington, DC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3542122 | Expense |
| Grants | 664303 | Grants |
| Revenue | 2360843 | Revenue |
| Description | The Association operates the San Francisco Ballet School and a student residence. The Ballet School curriculum is designed and taught by an eminent faculty. It emphasizes a strong classical technique and a flow of movement that suggests a sense of energy, freedom, and joy - reflecting the kind of dancing favored by the Ballet. Girls and boys aged 8 to 18 follow a structured sequence of training stages designed to increase their technical skills, stamina, and discipline in accordance with their age and physical development. The program includes classes in technique, pointe work, pas de deux, men's technique, conditioning, contemporary and character dance and music. Seminars on nutrition and related issues are offered throughout the school year. The Ballet School provides a limited number of tuition and housing scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Approximately fifty percent of the dancers in the Ballet received all or part of their training at the Ballet School. Students have also gone on to dance with such companies as English National Ballet, Dutch National Ballet; Royal New Zealand Ballet, Royal Winnipeg Ballet, Vienna Opera Ballet, Hamburg Ballet, Alberta Ballet, New York City Ballet, American Ballet Theatre, Joffrey Ballet, Houston Ballet, Pacific Northwest Ballet, Boston Ballet, Oregon Ballet Theatre, Washington Ballet, Miami City Ballet, Pittsburgh Ballet Theater, Pennsylvania Ballet, Atlanta Ballet, Ballet West, Ballet Met, North Carolina Dance Theater, Ballet Austin, Smuin Ballet, Ballet San Jose, Milwaukee Ballet, Kansas City Ballet, and Ballet Memphis. The Ballet School also operates two summer session programs in San Francisco for professional ballet career-bound students from the U.S. and abroad. During the fiscal year, the Ballet School had 736 students in the summer and regular school year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 577460 | Expense |
| Grants | 234950 | Grants |
| Revenue | 21410 | Revenue |
| Description | The Center for Dance Education ("CDE"), a department of the Ballet, was formed in 2001 to coordinate the Ballet's community outreach and education programs. The CDE operates programs in schools and the community at large, sometimes in coordination with other community-based organizations. The Dance in Schools and Communities (DISC) is the largest of CDE's offerings and provides free interactive movement education to approximately 3,500 students in 36 San Francisco Unified School District Elementary Schools each year. Additional programs include after-school programs, a summer dance camp, scholarship programs, adult education, and community matinees. An estimated 25,000 community members are engaged by the department annually. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 50020 | Expense |
| Grants | 50020 | Grants |
| Revenue | 243567 | Revenue |
| Description | Artist Reserve expenses in the amount of $50,020. Other program services revenue of $243,567 consist of $64,040 net rental income and $179,527 net income from sales of inventory. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 50020 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 50020 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 243567 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 42442661 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 844 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 61 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 55 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kimberly Carim | NamePerson |
| Telephone Number | 4158615600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (70 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Helgi Tomasson | |||||||||
| Artistic Director | 50 | 0 | X | X | 637481 | 0 | 26802 | ||
| John S Osterweis | |||||||||
| Chair of the Board | 10 | 2 | X | 0 | 0 | 0 | X | ||
| Chris Hellman | |||||||||
| Chair Emeritus | 2 | 2 | X | 0 | 0 | 0 | |||
| Richard C Barker | |||||||||
| Immediate Past Chair | 2 | 2 | X | 0 | 0 | 0 | |||
| J Stuart Francis | |||||||||
| Treasurer Vice Chair | 5 | 2 | X | 0 | 0 | 0 | X | ||
| Margaret G Gill | |||||||||
| Vice Chair | 5 | 0 | X | 0 | 0 | 0 | X | ||
| James H Herbert II | |||||||||
| Vice Chair | 5 | 0 | X | 0 | 0 | 0 | X | ||
| Lucy Jewett | |||||||||
| Vice Chair | 5 | 0 | X | 0 | 0 | 0 | X | ||
| James D Marver | |||||||||
| Vice Chair | 5 | 5 | X | 0 | 0 | 0 | X | ||
| Carl F Pascarella | |||||||||
| Vice Chair | 5 | 0 | X | 0 | 0 | 0 | X | ||
| Robert M Smelick | |||||||||
| Vice Chair | 5 | 2 | X | 0 | 0 | 0 | X | ||
| Diane B Wilsey | |||||||||
| Vice Chair | 5 | 0 | X | 0 | 0 | 0 | X | ||
| Jennifer J McCall | |||||||||
| Secretary | 5 | 0 | X | 0 | 0 | 0 | X | ||
| Susan S Briggs | |||||||||
| Assistant Secretary | 2 | 2 | X | 0 | 0 | 0 | X | ||
| Michael Abramson | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jola Anderson | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Kristen A Avansino | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Rosemary B Baker | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Karen S Bergman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Amy Burnett | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| David C Cox | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Timothy D Dattels | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Susan P Diekman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Suzy Kellems Dominik | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Stephanie Ejabat | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Peter E Engel | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jacqueline L Erdman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Sonia H Evers | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Jason M Fish | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Shelby M Gans | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Alicia Carew Hammarskjold | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Libby Heimark | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Hank J Holland | |||||||||
| Trustee | 2 | 2 | X | 0 | 0 | 0 | |||
| Thomas E Horn | |||||||||
| Trustee | 2 | 5 | X | 0 | 0 | 0 | |||
| Donald F Houghton | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Christopher P Johns | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| James C Katzman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Nancy Kukacka | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Kelsey Lammond | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Irv Lichtenwald | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Marie O'Gara Lipman | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Alison Mauze | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Marissa Mayer | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Alexander R Mehran | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Debra M Messemer | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Mary Mewha start date 10-25-12 | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| James E Milligan | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Kurt C Mobley | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| John F Powers | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Christine Russell | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| O J Shansby | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Christine E Sherry | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Charlotte Mailliard Shultz | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Karen Sonneborn | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Fran A Streets | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Judy C Swanson | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Richard J Thalheimer | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Dr Jennifer M Walske | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Timothy C Wu | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Janice Hansen Zakin | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Rhonda I Zygocki | |||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | |||
| Glenn McCoy | |||||||||
| Executive Director | 50 | 0 | 382212 | 0 | 12272 | X | |||
| Kimberly Carim | |||||||||
| Chief Financial Officer | 41 | 9 | 167505 | 0 | 7958 | X | |||
| Thomas Flynn | |||||||||
| Director of Development | 35 | 15 | X | 225000 | 0 | 9672 | |||
| Debra Ann Bernard | |||||||||
| General Manager | 50 | 0 | X | 165581 | 0 | 16691 | |||
| Martin West | |||||||||
| Music Director & Principal Conductor | 50 | 0 | 192819 | 0 | 21054 | X | |||
| Yuan Yuan Tan | |||||||||
| Principal Dancer | 35 | 0 | 175893 | 0 | 8050 | X | |||
| Pascal Molat | |||||||||
| Principal Dancer | 35 | 0 | 163144 | 0 | 16712 | X | |||
| Gennadi Nedvigin | |||||||||
| Principal Dancer | 35 | 0 | 164492 | 0 | 7860 | X | |||
| Vanessa Zahorian | |||||||||
| Principal Dancer | 35 | 0 | 164152 | 0 | 170802 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2438279 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 297873 | TotalOtherCompensation |
| Number Individuals GT100 K | 40 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lenat & Partners Inc | |||||||||||
| 1633 Bayshore Highway 220 | Burlingame | CA | 94010 | Advertising | 1561829 | ||||||
| i-de-as The Special Events Co Inc | |||||||||||
| 761 Montague Street | San Leandro | CA | 94577 | Event Decor | 433892 | ||||||
| SD&A Teleservices Inc | |||||||||||
| 5757 West Century Blvd Suite 300 | Los Angeles | CA | 90045 | Telefunding and Telemarketing | 428260 | ||||||
| McCalls Associates | |||||||||||
| Events Management Inc | San Francisco | CA | 94110 | Catering | 372684 | 350 Florida Street | |||||
| JB Management and Consultantcy Svcs Ltd | |||||||||||
| Orchestra Performance | 265436 | 277 Monmougth Drive | Sutton Coatfield | West Midlands | UK | B73 6JU | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Federated Campaigns | 9756 | FederatedCampaigns |
| Membership Dues | 15570346 | MembershipDues |
| Fundraising Events | 2731045 | FundraisingEvents |
| Related Organizations | 4798713 | RelatedOrganizations |
| Government Grants | 459400 | GovernmentGrants |
| All Other Contributions | 2395 | AllOtherContributions |
| Noncash Contributions | 2929021 | NoncashContributions |
| Total Contributions | 23571655 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Performance and Touring | 711120 | 20273664 | 20273664 | 0 | $0 |
| School and Student Housing | 711120 | 2360843 | 2360843 | 0 | $0 |
| Outreach | 711120 | 21410 | 21410 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22655917 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,494 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,781 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15340 | Real |
| Personal | 48700 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15340 | Real |
| Personal | 48700 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 64040 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2935389 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2931367 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4022 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4022 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,022 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1038176 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2731045 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2297231 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1259055 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$1,259,055 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 18526 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18526 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $18,526 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 903092 | GrossSalesOfInventory |
| Cost Of Goods Sold | 680355 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 222737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 179527 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 43210 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Expense Reimbursement | Description |
| Business Code | 711120 | BusinessCode |
| Total Revenue Column | 152982 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $152,982 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 152982 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45511099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22899484 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 43210 | UnrelatedBusinessRevenue |
| Exclusion | -$1,003,250 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 949273 | Total |
| Program Services | 949273 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1682430 | Total |
| Program Services | 882394 | ProgramServices |
| Management And General | 568817 | ManagementAndGeneral |
| Fundraising | 231219 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21122721 | Total |
| Program Services | 18717821 | ProgramServices |
| Management And General | 1607632 | ManagementAndGeneral |
| Fundraising | 797268 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1823344 | Total |
| Program Services | 1821642 | ProgramServices |
| Management And General | 34 | ManagementAndGeneral |
| Fundraising | 1668 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3466322 | Total |
| Program Services | 3034863 | ProgramServices |
| Management And General | 281463 | ManagementAndGeneral |
| Fundraising | 149996 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1821373 | Total |
| Program Services | 1580701 | ProgramServices |
| Management And General | 156191 | ManagementAndGeneral |
| Fundraising | 84481 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89854 | Total |
| Program Services | 58342 | ProgramServices |
| Management And General | 31512 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94583 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 94583 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194015 | Total |
| Fundraising | 194015 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5310 | Total |
| Program Services | 5310 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1478493 | Total |
| Program Services | 657274 | ProgramServices |
| Management And General | 820346 | ManagementAndGeneral |
| Fundraising | 873 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2658527 | Total |
| Program Services | 2655945 | ProgramServices |
| Management And General | 2582 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305574 | Total |
| Program Services | 941247 | ProgramServices |
| Management And General | 216112 | ManagementAndGeneral |
| Fundraising | 148215 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363678 | Total |
| Program Services | 14374 | ProgramServices |
| Management And General | 349304 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785634 | Total |
| Program Services | 785634 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937694 | Total |
| Program Services | 540413 | ProgramServices |
| Management And General | 357371 | ManagementAndGeneral |
| Fundraising | 39910 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1470534 | Total |
| Program Services | 1297649 | ProgramServices |
| Management And General | 143396 | ManagementAndGeneral |
| Fundraising | 29489 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3165412 | Total |
| Program Services | 2784572 | ProgramServices |
| Management And General | 317528 | ManagementAndGeneral |
| Fundraising | 63312 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2720785 | Total |
| Program Services | 2350265 | ProgramServices |
| Management And General | 318549 | ManagementAndGeneral |
| Fundraising | 51971 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336064 | Total |
| Program Services | 19669 | ProgramServices |
| Management And General | 316395 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Costumes/Sets/Props | 980887 | 980887 | 0 | 0 |
| Dance Medicine | 277918 | 277918 | 0 | 0 |
| Catering | 219467 | 4043 | 2424 | 213000 |
| Facilities Allocation | -9778 | 1146898 | -1233040 | 76364 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1122852 | Total |
| Program Services | 935527 | ProgramServices |
| Management And General | 106175 | ManagementAndGeneral |
| Fundraising | 81150 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49062966 | Total |
| Program Services | 42442661 | ProgramServices |
| Management And General | 4457374 | ManagementAndGeneral |
| Fundraising | 2162931 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4603253 | BOY |
| EOY | 4908418 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217689 | BOY |
| EOY | 1156191 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6253210 | BOY |
| EOY | 4071470 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319913 | BOY |
| EOY | 238862 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287746 | BOY |
| EOY | 298376 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1364292 | BOY |
| EOY | 1344788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 61383157 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29338776 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33181768 | BOY |
| EOY | 32044381 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530163 | BOY |
| EOY | 519981 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17501886 | BOY |
| EOY | 16194607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64259920 | BOY |
| EOY | 60777074 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12605383 | BOY |
| EOY | 9986570 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5467053 | BOY |
| EOY | 5972025 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44610000 | BOY |
| EOY | 44510000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 833093 | BOY |
| EOY | 796404 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63515529 | BOY |
| EOY | 61264999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11856111 | BOY |
| EOY | -12866890 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12600502 | BOY |
| EOY | 12378965 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744391 | BOY |
| EOY | -487925 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64259920 | BOY |
| EOY | 60777074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3551867 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2422583 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -103032 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24691526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19471848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20374872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26458103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23571655 | CurrentTaxYear |
| Total | 114568004 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24691526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19471848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20374872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26458103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23571655 | CurrentTaxYear |
| Total | 114568004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8689204 | AmountsSubstContributorsTotal |
| Public Support Total170 | 105878800 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 133449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 191374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 95615 | CurrentTaxYear |
| Total | 569747 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9512 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18770 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22635 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18468 | CurrentTaxYear |
| Total | 91029 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82439 | CurrentTaxYearMinus1Year |
| Current Tax Year | 221044 | CurrentTaxYear |
| Total | 484494 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 115713274 | TotalSupport |
| Gross Receipts From Admissions Etc | 114568004 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91501 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.9235 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | 10a Net rental income | GeneralExplanation |
| General Explanation | 10b Sales of assets other than inventory | GeneralExplanation |
| General Explanation | 10d Settlement proceeds, reimbursements | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 174 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 4702 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4702 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 174 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1035814 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 15692 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1050593 | OtherExpenditures |
| Administrative Expenses | 739 | AdministrativeExpenses |
| End Of Year Balance | 174 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2318646 | BeginningOfYearBalance |
| Contributions | 652262 | Contributions |
| Investment Earnings Or Losses | 77524 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2000258 | OtherExpenditures |
| Administrative Expenses | 12360 | AdministrativeExpenses |
| End Of Year Balance | 1035814 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2245530 | BeginningOfYearBalance |
| Contributions | 40000 | Contributions |
| Investment Earnings Or Losses | 33116 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2318646 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 2245530 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2245530 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4519388 | OtherCostOrOtherBasis |
| Book Value | 4519388 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 33703635 | OtherCostOrOtherBasis |
| Depreciation | 13975745 | Depreciation |
| Book Value | 19727890 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7369939 | OtherCostOrOtherBasis |
| Depreciation | 5078946 | Depreciation |
| Book Value | 2290993 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15790195 | OtherCostOrOtherBasis |
| Depreciation | 10284085 | Depreciation |
| Book Value | 5506110 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32044381 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due from San Francisco Ballet Endowment Foundation | 11067554 |
| Restricted Cash - Swap Collateral Posted | 4547191 |
| Bond Issuance costs | 463215 |
| Defined Contribution Plan Assets | 116647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16194607 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Postretirement Benefit Obligation | $679,757 |
| Defined Benefit Plan Liability | $116,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 796404 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Reserve liquidity for purposes including, but not limited to, meeting collateral posting requirements on the Association's interest rate swap agreement. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Income Tax Status - The Association has been classified as a publicly supported, tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, and is exempt from California franchise taxes under Revenue and Taxation Code Section 23701(d). Ballet management believes that no liabilities are required to accrue for uncertain tax positions as of June 30, 2013. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Ballet Performances | SpecificServicesProvided |
| Total Expenditures | 1103313 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1103313 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A Teleservices Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 West Century Blvd | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding and telemarketing | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 839922 | GrossReceipts |
| Amount Retained By Contractor | 194015 | AmountRetainedByContractor |
| Net To Organization | 645907 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 839922 | TotalGrossReceipts |
| Total Retained By Contractors | 194015 | TotalRetainedByContractors |
| Total Net To Organization | 645907 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Opening Night Gala | NameOfEvent1 |
| Gross Receipts Event1 | 2228842 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1715887 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 512955 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 63542 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 234509 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 14180 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 589945 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fashion Show | NameOfEvent2 |
| Gross Receipts Event2 | 460558 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 349108 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 111450 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 60244 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 300 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 218921 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1542699 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1128928 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 413771 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 59567 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 244924 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 8120 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 802979 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 4232099 | GrossReceiptsTotal |
| Charitable Contributions Total | 3193923 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1038176 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 123109 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 539677 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 22600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1611845 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2297231 | DirectExpenseSummaryEvents |
| Net Income Summary | -1259055 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 18526 | GrossRevenueOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 18526 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 0 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 0 | NonCashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 0 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 0 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 0 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 18526 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Kimberly Carim | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
| Amount Distributed | 0 | AmountDistributed |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchG_P03_S00_L01 | Identifier |
| Return Reference | Schedule G, Part III, Lines 1-8 | ReturnReference |
| Explanation | The Organization holds a raffle during its annual Fashion Show. The raffle is conducted by volunteers at an off-site location. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| Tuition scholarships | 294 | 660675 | 0 |
| Housing scholarships | 60 | 186588 | 0 |
| Student Stipend Scholarships | 11 | 51990 | 0 |
| Artists' Reserve Fund Scholarships | 23 | 50020 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The Ballet School provides a limited number of scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Students' progress and enrollment is monitored as a routine part of their Ballet School studio work. In addition, Artist Reserve Fund has been established by collective bargaining agreement for the purpose of enhancing the efforts of the San Francisco Ballet to assist San Francisco Ballet dancers with career transition activities. San Francisco Ballet Grantees are required to submit documentation of approximate expenses for reimbursement with grand funds awarded. The organization reviews the documentation prior to reimbursement. Student stipends are provided to Trainees as part of the Trainee package which includes a full tuition scholarship, full housing scholarship and shoe allotment. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Helgi Tomasson | ||||||||||||||
| Artistic Director | 637481 | 0 | 0 | 0 | 12481 | 0 | -102200 | 0 | 26802 | 0 | 574564 | 0 | 0 | 0 |
| Glenn McCoy | ||||||||||||||
| Executive Directory | 382212 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12272 | 0 | 394484 | 0 | 0 | 0 |
| Thomas Flynn | ||||||||||||||
| Director of Development | 225000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9672 | 0 | 234672 | 0 | 0 | 0 |
| Kimberly Carim | ||||||||||||||
| Chief Financial Officer | 167505 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7958 | 0 | 175463 | 0 | 0 | 0 |
| Debra Ann Bernard | ||||||||||||||
| General Manager | 165581 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16691 | 0 | 182272 | 0 | 0 | 0 |
| Martin West | ||||||||||||||
| Music Directory & Principal Conductor | 192819 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18854 | 0 | 211673 | 0 | 0 | 0 |
| Yuan Yuan Tan | ||||||||||||||
| Principal Dancer | 175893 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6650 | 0 | 182543 | 0 | 0 | 0 |
| Pascal Molat | ||||||||||||||
| Principal Dancer | 163144 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16712 | 0 | 179856 | 0 | 0 | 0 |
| Gennadi Nedvigin | ||||||||||||||
| Principal Dancer | 164492 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7860 | 0 | 172352 | 0 | 0 | 0 |
| Vanessa Zahorian | ||||||||||||||
| Principal Dancer | 164152 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6650 | 0 | 170802 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First class air travel for business-related travel for Artistic Director. One listed person received the benefit. None of the benefit was treated as taxable compensation. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Contribution to the 457(b) plan during the 2012 calendar year consisted of the following: Helgi Tomasson, Artistic Director, $17,000; Thomas Flynn, Development Director, $17,000; M. Glenn McCoy, Executive Director, $13,500. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CA Infrastructure and Econ Development Bank | |||||||
| A | 630304653 | 2013-06-06 | 12000000 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| B | 630304653 | 2013-06-06 | 11000000 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| C | 630304653 | 2013-06-06 | 11000000 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| D | 630304653 | 2013-06-06 | 10510000 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 12000000 | 11946000 | 0 | 0 | 0 | 82150 | 0 | 0 | 0 | 0 | 0 | 2009 | 1 | 0 | 1 | 1 |
| B | 0 | 11000000 | 10950500 | 0 | 0 | 0 | 75303 | 0 | 0 | 0 | 0 | 0 | 2009 | 1 | 0 | 1 | 1 |
| C | 0 | 11000000 | 10950500 | 0 | 0 | 0 | 75303 | 0 | 0 | 0 | 0 | 0 | 2009 | 1 | 0 | 0 | 1 |
| D | 0 | 10005000 | 10467705 | 0 | 0 | 0 | 71949 | 0 | 0 | 0 | 0 | 0 | 2009 | 1 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| C | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| D | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| First Republic Bank | |||
| Board of Trustees Vice-Chair is CEP of First Republic Bank | 5700000 | Letters of credit on Series 2008 Bonds | 0 |
| JPMorgan Chase Bank NA | |||
| Board of Trustees Vice-Chair is Head of Investment Banking Western US JPMorgan | 4404094 | Payment on Swap Transactions | 0 |
| First Republic Bank | |||
| Board of Trustees Vice-Chair is CEO of First Republic Bank | 2345000 | Unused letters of credit at First Republic Bank | 0 |
| Pacific Gas and Electric | |||
| Trustee is President of PG&E | 621977 | Payment of utilities | 0 |
| First Republic Bank | |||
| Board of Trustees Vice-Chair is CEO of First Republic Bank | 150026 | Cash payment of draw, line and letter of credit fees | 0 |
| Pillsbury Winthrop Shaw and Pittman | |||
| Board of Trustees Secretary is partner at Pillsbury Winthrop Shaw and Pittman | 108263 | Legal in-kind services | 0 |
| Erik Tomasson | |||
| Contractor is Family Member of Artistic Director | 86667 | Payments for contract services | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 49 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2929021 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Misc Services | Description |
| Number Of Contributions | 80 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of Experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L25 | Identifier |
| Return Reference | Schedule M, Part I, Lines 25-28 | ReturnReference |
| Explanation | Advertising - $1,425,047; Legal $108,263; Travel - $112,498; Other $20,000 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L01 | Form 990, Part III, Line 1 | training in its School. The Ballet seeks to enhance its position as one of the world's finest dance companies through its vitality, innovation, and diversity and through its uncompromising commitment to artistic excellence based in the classical ballet tradition. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally. |
| F990_P03_S00_L04b | Form 990, Part III, Line 4b | The Ballet School also operates summer sessions in San Francisco for professional ballet career-bound students from the U.S. and abroad. During the fiscal year, the School changed the model of the summer program by splitting its upper and lower division curricula into two separate programs. |
| F990_P03_S00_L04d | Form 990, Part III, Line 4d | Artists Reserve Fund - The Artists Reserve Fund is established by a collective bargaining agreement between the Ballet and the American Guild of Musical Artists (AGMA), the dancers' and stage managers' union. Each year, a committee of Ballet representatives, artists, and a union representative meet to grant money from the Artists' Reserve Fund to eligible artists to assist with funding for their career transition activities. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | Any natural person shall be eligible to be a member of the Association (a "Member"), but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board, or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | Trustees of the Association are elected by the Members for a term of three years. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | Members shall have, in addition to any other rights which may be granted to them under these By Laws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association's assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of these By Laws (unless the By Law amendment is approved by the Board alone in accordance with the terms of the By-Laws). |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Form 990, Part VI, Section B, 11a - The Association provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor names and addresses from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to that review, the Form 990 was posted on the Association's Trustee intranet website and Trustees were notified in writing of the availability of the Form 990 for their review. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Questionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are followed up on until received. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported directly to the Executive Director, who may further report the matter to the Board Chair. Persons with a conflict are recused from discussion and do not vote on resolutions that pertain directly to their conflict. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Association's process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involved analysis of the compensation by the Compensation Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Compensation Committee. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Organization currently makes its audited financial statements for the most recent six years available to the public via its website. Form 990, governing documents and conflict of interest policy is also available upon request. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Receivable write-offs of $(98,239) and change in discount of $(4,793). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Ballet Endowment Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942747262 | EIN |
| Primary Activities | Investment of endowment funds | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSection |
| Public Charity Status | Type I: 509(a)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| San Francisco Ballet Endowment Foundation | ||
| d | 44510000 | Actual Loan Guarantee |
| San Francisco Ballet Endowment Foundation | ||
| c | 4798713 | Actual Operating Transfers |
| San Francisco Ballet Endowment Foundation | ||
| p | 579460 | Actual Expense reimbursements |
| San Francisco Ballet Endowment Foundation | ||
| o | 518309 | Actual Employee Salary, Benefits, Taxes |
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