2013-05-15T20:40:54-07:00 2012-06-30 990 2011-07-01 910897129 PACIFIC NORTHWEST BALLET ASSOCIATION PACI 2064419411 301 Mercer Street Seattle WA 981094600 David Thorpe 2064413575 2013-05-15 2011 2016-02-24 21:20:13Z D David Brown 301 Mercer Street Seattle WA 981094600 20195910 0 X www.pnb.org X 1972 WA PNB works to stimulate, promote and develop interest in dance and related arts in the Pacific Northwest through professional ballet performances, ballet and recreational dance instruction, and community outreach and education. 53 53 547 430 28736 18363 6411885 6570620 14226993 13211317 27800 7517 26605 15274 20693283 19804728 130576 97133 0 0 12289157 12681373 107099 106208 1021799 7895097 8016982 20421929 20901696 271354 -1096968 9311561 8171752 4550945 4510622 4760616 3661130 PNB's mission is to set new standards for artistic excellence, innovation and creativity; attract the most talented dancers, choreographers and musicians; collaborative artists, staff and volunteers; educate and develop dance artists as well as enthusiasts; captivate a devoted, supportive, continually growing and diverse audience; and strengthen our financial and organizational foundation. 0 0 15242097 97133 10170763 Pacific Northwest Ballet Company (PNB) consisting of 46 dancers and a live orchestra presents nearly 100 performances including the holiday classic, Nutcracker; tours and 6 repertory productions of full-length and mixed repertory ballets. The Company's active repertory includes 137 works by 54 choreographers and continues to expand as new choreography is introduced each season. Through almost 250 public events at Marion Oliver McCaw Hall at Seattle Center and other venues, PNB reaches more than 215,000 community members annually. PNB's state of the art studios serve as rehearsal space. 2583585 26900 2689515 PNB School is regarded as one of the preeminent ballet institutions in the nation, setting the standard for excellence in training. Our Professional Division and Summer Course attract and train talented students from around the United States and the world. The School offers a complete professional curriculum to more than 1,100 students annually, and plays an instrumental role in developing the Company's distinctive style. The School offers recreational dance instruction to an additional 600 individuals. Scholarships totaling nearly $250,000 are offered to help attract and retain promising young artists. The School has a faculty of 32 instructors and 20 piano accompanists at two locations. 199740 0 270807 PNB Conditioning works with dancers, students and others to develop core strength and stability, long lean muscles, increased range of movements and flexibility. 180553 0 96614 PNB Outreach takes dance into area classrooms and curricula through workshops and residencies for students grades PK-12, and teacher workshops, training and curriculum development. Specially priced matinee performances and workshops are offered for school groups. PNB audience education includes per-performance lectures, post-performance discussions, studio previews and series of lectures with choreographers and other artists. 180553 0 96614 18205975 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 88 0 1 547 1 1 1 0 0 0 0 1 1 0 0 0 0 X 53 53 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA WA X X David Thorpe 2064413575 301 Mercer Street Seattle WA 981094600 Aya Hamilton 2 X X 0 0 0 Joe Norman 2 X X 0 0 0 W Daniel Heidt 2 X X 0 0 0 Lynn Lindsay 2 X X 0 0 0 Lynne Graybeal 2 X X 0 0 0 Carl Behnke 2 X X 0 0 0 Gail James 2 X X 0 0 0 Pamela Johnson 2 X X 0 0 0 Gregory Kusnick 2 X X 0 0 0 Caroline Goedhart 2 X X 0 0 0 Peter Horvitz 2 X X 0 0 0 Joerg Gablonsky 2 X X 0 0 0 Patrice Auld 2 X 0 0 0 Elisabeth Bodal 2 X 0 0 0 Susan Brotman 2 X 0 0 0 Kathy Budinick 2 X 0 0 0 Cheryl Clark 2 X 0 0 0 Peter Cohen 2 X 0 0 0 Jerald Farley 2 X 0 0 0 Joan Fitzmaurice 2 X 0 0 0 Stephen E Fuhs 2 X 0 0 0 Robin F Gainey 2 X 0 0 0 Susan Grinstein 2 X 0 0 0 William Grinstein 2 X 0 0 0 David Hadley 2 X 0 0 0 Cathi Hatch 2 X 0 0 0 John E Iverson 2 X 0 0 0 Sara A Jones 2 X 0 0 0 H David Kaplan 2 X 0 0 0 Travis Keeler 2 X 0 0 0 Julie Kelly 2 X 0 0 0 April Kieburtz 2 X 0 0 0 Lisa Kroese 2 X 0 0 0 Carol Neiman 2 X 0 0 0 Susan Okamoto 2 X 0 0 0 Alida Oles 2 X 0 0 0 Laura Peterson 2 X 0 0 0 David Pickett 2 X 0 0 0 Tom A Puentes 2 X 0 0 0 James Raisbeck 2 X 0 0 0 Richard C Redman 2 X 0 0 0 Sharon Richardson 2 X 0 0 0 Barbara Ries 2 X 0 0 0 Catherine Ries 2 X 0 0 0 Johnese Spisso 2 X 0 0 0 Carolyn Stewart 2 X 0 0 0 Jeanne Tweten 2 X 0 0 0 David Vaskevitch 2 X 0 0 0 Deidra Wager 2 X 0 0 0 Deborah Watson 2 X 0 0 0 Leslie Yamada 2 X 0 0 0 Eliza Flug 2 X 0 0 0 Rocke Koreis 2 X 0 0 0 Rian MacLeod 2 X 0 0 0 Robert Cremin 2 X 0 0 0 D David Brown 40 X X X 333517 0 5927 Peter Boal 40 X X X 319772 0 5927 David Thorpe 40 X X 99780 0 5927 Ellen Walker 40 X 113087 0 5927 Katherine Cardinal 40 X 101374 0 5927 967530 0 29635 4 0 1 0 0 498323 0 105656 782000 272070 4912571 269632 6570620 Ticket Sales 711120 9985345 9985345 0 0 School Tuition 611600 3056936 3056936 0 0 Gift Shop Profits 711120 91876 63140 28736 0 77160 77160 0 0 13211317 7511 0 0 7511 0 0 0 0 320 320 0 0 14954 0 0 0 14954 0 14954 0 0 14954 344838 0 344832 0 6 0 6 0 0 6 46350 105656 46350 0 0 0 0 19804728 13182901 28736 22471 0 0 97133 97133 0 0 0 0 723199 315345 407854 0 0 0 0 0 9151462 8247342 431835 472285 362831 362831 0 0 1203771 1085596 58905 59270 1240110 1100172 77794 62144 0 0 0 0 16437 16437 0 0 38957 0 38957 0 0 0 0 0 106208 106208 0 0 0 0 507046 409234 57865 39947 1613047 1600108 0 12939 598559 459446 103842 35271 148047 49245 98802 0 275271 275271 0 0 1001444 774497 226587 360 206483 202123 3775 585 0 0 0 0 1588 848 0 740 10226 6273 3953 0 0 0 0 0 705738 699908 5830 0 63239 8000 55185 54 Performance Hall 997440 997440 0 0 Production 363549 363549 0 0 Costumes 320122 320122 0 0 Choreography and Staging 355283 355283 0 0 794506 459772 102738 231996 20901696 18205975 1673922 1021799 11973 123948 832005 154367 1803967 2093334 68745 50439 0 0 0 0 0 0 203210 188406 548144 808871 16718012 12338388 5085362 4379624 658740 256471 99415 0 0 0 0 0 116292 9311561 8171752 1522545 1247532 0 0 2813253 3061354 0 0 0 0 0 0 62030 51016 0 0 153117 150720 4550945 4510622 X 2371221 1255376 2389395 2405754 0 0 4760616 3661130 9311561 8171752 X -1096968 -2518 X 0 1 1 X 0 X 5498281 5366681 5020531 6411885 5788621 28085999 14427364 13717271 13545159 14191992 13226590 69108376 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19925645 19083952 18565690 20603877 19015211 97194375 687648 446435 869754 1241864 1135105 4380806 0 0 0 0 0 0 687648 446435 869754 1241864 1135105 4380806 92813569 69232 23780 8714 35801 22785 160312 36777 28360 24460 35001 28736 153334 106009 52140 33174 70802 51521 313646 0 0 0 0 0 0 0 0 0 0 0 0 20031654 19136092 18598864 20674679 19066732 97508021 0.95186 0.9452 0.00322 0.0041 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27329 27329 20885243 20912572 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 23064 13312 13312 27329 77017 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 14671226 743254 -277039 782000 0 58064 14297377 12528462 518312 2454889 758000 0 72437 14671226 12143097 111618 1122440 790000 0 58693 12528462 14348909 1145870 -2375719 900000 0 75963 12143097 0.13 0.87 0 0 1 1 0 0 0 0 0 0 0 0 10538861 6688680 3850181 0 990975 983518 7457 0 5188176 4666190 521986 4379624 Other Liabilities 150720 150720 19804728 20901696 -1096968 -2523 0 0 0 -373844 -376367 -1473335 19966373 -2523 479953 0 466215 943645 19022728 0 782000 782000 19804728 21439707 479953 0 0 58058 538011 20901696 0 0 0 20901696 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Foundation was formed to conduct and support activities exclusively for the benefit of the Association. The Foundation receives and hold endowmnet funds for and makes distributions to the Association. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income from a partnership with Seattle Opera to operate the Amusements gift shop in McCaw Hall. Income tax expense was approximately $3,600 and $2,500 for the years ended June 30, 2012 and 2011, respectively. The U.S. federal statute of limitations remains open for the 2009 fiscal year-end through the 2012 fiscal year-end. As of June 30, 2012 and 2011, the Organization had no uncertain tax positions requiring accrual. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 The audited financial statements are prepared on a consolidated basis with PNB Foundation. The revenues, expenses, and net assets of PNB Foundation are reported on the Form 990 by the Foundation. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d The audited financial statements are prepared on a consolidated basis with PNB Foundation. The revenues of PNB Foundation are reported on the Form 990 filed by the Foundation. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b The audited financial statements are prepared on a consolidated basis with PNB Foundation. $782,000 granted from PNB Foundation to PNB Association is eliminated in the consolidation. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d The audited financial statements are prepared on a consolidated basis with PNB Foundation. The expenses of PNB Foundation are reported on the Form 990 filed by the Foundation. X X X X X X X 1 DCM 45 Main Street Suite 816 Brooklyn NY 11201 Telemarketing 0 252688 102000 150688 252688 102000 150688 CA WA GALA 96780 62779 34001 0 0 0 13967 750 19284 WINTER EVENT 44587 37460 7127 0 0 0 2692 150 4285 2 10639 5416 5223 0 0 0 3602 500 1121 152006 105655 46351 0 0 0 20261 1400 24690 46351 0 1 Tuition paid on behalf of PNB dancers as part of the PNB's Second Stage program. 13 36000 0 Actual Cash Pay Second Stage grants to pay for dancer continuing educatin, expenses, second career business expenditures. 12 34233 0 Actual Cash Pay Stipends paid to professional level ballet dance students who perform in Nutcracker and other productions thoughout the season. 36 26900 0 Actual Cash Pay SchI_P01_S00_L02 Schedule I, Part I, Line 2 Funds were granted to Pacific Northwest Ballet Foundation, the supporting organization that holds endowment funds for the benefit of Pacific Northwest Ballet Association. PNB Foundation regularly reports endowment activities to the PNB Association. Funds were granted to or paid on behalf of PNB dancers as part of PNB's Second Stage program that assists dancers with transitioning to second careers. Grants are given based upon stated grant guidelines and are approved by the grant panel. X X 0 0 0 0 0 0 0 0 0 D David Brown 333517 0 0 0 0 0 0 0 5927 0 339444 0 230381 0 Peter Boal 319772 0 0 0 0 0 0 0 5927 0 325699 0 238303 0 Elaine Bauer Brown Spouse of Executive Director 42188 Employee Compensation 0 X 19 269632 Mean Price Quote 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 William Grinstein and Susan Grinstein, Trustees, have a family relationship. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 Membership is open to the public upon payment of an annual membership contribution as established by the Governing Board. Members only have the power to vote in the election of the Governing Board of Trustees. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Members elect the Trustees of the Governing Board at the Annual Meeting of the Members. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Every Trustee of the Governing Board was emailed a complete copy of the organization's final Form 990 in electronic form for review prior to its filing with the IRS. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c PNB's Conflict of Interest Policy covers Trustees of the Governing Board, officers, and members of the committees with Governing Board delegated powers, who are requested annually to disclose any potential conflicts of interest. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Governing Board or committee considering the proposed transaction or arrangement. The Governing Board or committee, excluding the interested person determines if a conflict of interest exists. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Personnel Committee of the Board of Trustees sets the compensation for the Executive Director and for the Artistic Director after a performance assessment and review of comparable salaries. Other "Office" and/or Key Employees compensation is recommended by the HR Director in consultation with the Executive and Artistic Directors after a review of comparable salaries. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website and upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized losses on investments at fair market value. Pacific Northwest Ballet Foundation 301 Mercer Street Seattle WA 981094600 911736971 Funds operating support WA 501(c)(3) 11a Pacific Northwest Ballet Association 1 Song & Dance LLC 301 Mercer Street Seattle WA 981094600 710903362 Gift Shop WA N/A Related 91876 111235 0 1 0.5 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 Pacific Northwest Ballet Foundation c 782000 Cash received Song & Dance LLC p 65108 Cash received Song & Dance LLC r 75000 Cash received Final review of return for completeness and accuracy