2026-01-23T17:08:40-06:00 2025-07-31 631133963 HAYNES DOWNARD LLP 3161 CAHABA HEIGHTS ROAD SUITE 203 BIRMINGHAM AL 35243 990 2024-08-01 630813626 THE STATE OF ALABAMA BALLET INC STAT 2053224300 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35223 JEREMY RETHERFORD EXECUTIVE DIRECTOR 2053224300 2026-01-22 1 1 J MAX CAMPBELL JR P00743822 2052781000 2026-01-22 2024 2025-03-06 01:10:19Z JEREMY RETHERFORD 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35233 2545240 0 X WWW.ALABAMABALLET.ORG X 1981 AL TO PROMOTE AND FOSTER THE DEVELOPMENT OF CLASSICAL AND CONTEMPORARY BALLET THROUGH HIGH QUALITY PERFORMANCES, DANCE EDUCATION AND COMMUNITY OUTREACH. 41 41 85 250 0 0 813583 964279 1181350 1258616 28910 31732 225630 230227 2249473 2484854 0 0 0 0 1178230 1354017 0 0 259522 1280471 1348837 2458701 2702854 -209228 -218000 3093016 3176172 1188958 1011179 1904058 2164993 TO PROMOTE AND FOSTER THE DEVELOPMENT OF CLASSICAL AND CONTEMPORARY BALLET THROUGH HIGH QUALITY PERFORMANCES, DANCE EDUCATION AND COMMUNITY OUTREACH. 0 0 2128551 1309611 PERFORMANCES OF THE BALLET COMPANY; ENHANCING INTEREST IN AND APPRECIATION OF THE ARTS. 2128551 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 AL X MARGARET WENDORF 2053224300 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35233 DRENNEN BRIDGET BOARD MEMBER 1.00 X 0 0 0 EILAND C MORGAN BOARD MEMBER 1.00 X 0 0 0 EVANS SUZANNE HUMPHRIES BOARD MEMBER 1.00 X 0 0 0 GRENIER JOY BOARD MEMBER 1.00 X 0 0 0 HASKELL WYATT BOARD MEMBER 1.00 X 0 0 0 HEAD MARGARET BOARD MEMBER 1.00 X 0 0 0 HILL JAMIE BOARD MEMBER 1.00 X 0 0 0 JOHNSON J BOARD MEMBER 1.00 X 0 0 0 JONES MARY CLAYTON BOARD MEMBER 1.00 X 0 0 0 JORDAN RAY BOARD MEMBER 1.00 X 0 0 0 LACEY JOHN BOARD MEMBER 1.00 X 0 0 0 LANE JESSICA BROOKS BOARD MEMBER 1.00 X 0 0 0 LASSITER EMILY BOARD MEMBER 1.00 X 0 0 0 MANI DR LISA BOARD MEMBER 1.00 X 0 0 0 MANN ALLEN BUNTING BOARD MEMBER 1.00 X 0 0 0 MCKINNEY CANDICE BOARD MEMBER 1.00 X 0 0 0 MILES ELIZABETH BOARD MEMBER 1.00 X 0 0 0 MITCHELL KACY BOARD MEMBER 1.00 X 0 0 0 NOVAK TYLER BOARD MEMBER 1.00 X 0 0 0 O'CONNOR MAGGIE BOARD MEMBER 1.00 X 0 0 0 PILCHER ELIZABETH BOARD MEMBER 1.00 X 0 0 0 SANSBURY MICHAEL BOARD MEMBER 1.00 X 0 0 0 SELFE JANE BOARD MEMBER 1.00 X 0 0 0 SMITH GARLAND COOK BOARD MEMBER 1.00 X 0 0 0 TUBB STACIE BOARD MEMBER 1.00 X 0 0 0 WALLACE DR JAMES BOARD MEMBER 1.00 X 0 0 0 WHATLEY MALLIE BOARD MEMBER 1.00 X 0 0 0 WIGGINS OLIVIA BOARD MEMBER 1.00 X 0 0 0 CHAPMAN BRONWYNE EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 COCHRAN GLENDA EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 GIARDINA WARREN PRESIDENT ELECT 2.00 X X 0 0 0 KUBAT JESSICA EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 FOX TOM EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 VANCE AL EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 VOWELL SCOTT EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 WEISS MARY PAT EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 ADAMS HAILEY TREASURER 2.00 X X 0 0 0 WOODALL DAVID EXECUTIVE COMMITTEE MEMBER 2.00 X X 0 0 0 RETHERFORD JEREMY PRESIDENT 2.00 X X 0 0 0 DRUHAN LINDSEY PAST PRESIDENT 2.00 X X 0 0 0 MANN JENNIFER - PARTIAL YEAR EXECUTIVE DIRECTOR - CURRENT 40.00 X 14645 0 0 GOODRICH MARY - PARTIAL YEAR EXECUTIVE DIRECTOR - PREVIOUS 40.00 X 58750 0 0 73395 0 0 0 0 0 0 0 964279 20010 964279 BALLET PERFORMANCES AN 711120 731155 731155 BALLET SCHOOL TUITION 711120 527461 527461 1258616 31732 31732 46995 0 46995 46995 46995 239618 60386 179232 179232 MISCELLANEOUS INCOME 711120 4000 4000 4000 2484854 1309611 0 210964 73395 57982 9541 5872 1105824 873601 143757 88466 75288 59478 9787 6023 99510 78613 12936 7961 14109 14109 14683 14683 47337 25817 21006 514 98960 49480 49480 46314 36588 6021 3705 442340 411384 19163 11793 39551 31245 5142 3164 106240 83930 13811 8499 94540 74687 12290 7563 PROGRAM SUPPLIES 92550 92550 REPAIRS AND MAINTENANCE 62308 49223 8100 4985 SPECIAL EVENTS 55160 55160 GUEST ARTISTS 52145 52145 182600 137719 38544 6337 2702854 2128551 314781 259522 688373 246531 10256 10243 195106 100000 17715 57351 25350 62557 3346806 1937478 1288060 1409328 608546 1087252 259610 202910 3093016 3176172 56969 56625 85311 69900 784134 676326 262544 208328 1188958 1011179 X 1082001 1005011 822057 1159982 1904058 2164993 3093016 3176172 X -218000 65202 -7581 421314 X X 0 1 X 1 0 X 939942 1456942 815074 813583 964279 4989820 939942 1456942 815074 813583 964279 4989820 579904 4409916 29695 34049 17539 60136 61573 202992 12671 6224 2585 5500 4000 30980 5223792 5750981 0.84420 0.85860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 497566 32608 530174 461243 36323 497566 447643 13600 461243 477685 -30041 447643 432673 60568 15556 477685 0 1 1 122500 122500 2212112 1241970 970142 1012194 695508 316686 1409328 RIGHT-OF-USE ASSET 202910 202910 LEASE LIABILITY 208328 208328 X 2542475 65202 65202 2477273 7581 7581 2484854 2702854 0 2702854 0 2702854 PART V, LINE 4: THE ENDOWMENT IS TO BE HELD PERMANENTLY WITH EARNINGS ON THE ENDOWMENT TO BE USED IN ACCORDANCE WITH THE MISSION OF THE STATE OF ALABAMA BALLET, INC. PART X, LINE 2: AS OF JULY 31, 2025, THE BALLET HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT ASSETS TRANSFERED TO RELATED ORGANIZATION PART XI, LINE 2D GAIN ON INVESTMENT ASSETS HELD FOR RELATED ORGANIZATION. POINTE BALL AND BOUTIQUE 239618 239618 60386 239618 239618 60386 60386 179232 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE IS PROVIDED A COPY OF FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST IN ACCORDANCE WITH THE CONFLICT OF INTEREST CLAUSE IN THE BOARD MEMBER OBLIGATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTION FROM RELATED ORGANIZATION 421,314. FROM 990, PAGE XII, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF THE AUDIT FROM THE PRIOR YEAR. ALABAMA BALLET ENDOWMENT INC 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35233 200333678 TO SUPPORT THE STATE OF ALABAMA BALLET, INC. AL 501(C)(3) LINE 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ALABAMA BALLET ENDOWMENT INC S 421314 FAIR VALUE