THE WOODEN FLOOR FOR YOUTH MOVEMENT: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE WOODEN FLOOR FOR YOUTH MOVEMENT (EIN 33-0299356)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-13
- IRS object ID
- 201101949349300725
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-13T16:22:24-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 IRVINE CENTER DR STE 300 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330299356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOSEPH BALLET COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 7145418314 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 NORTH MAIN STREET | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 927062727 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELANIE RIOS | Name |
| Title | EXECUTIVE AND ARTISTIC DIRECTOR | Title |
| Phone | 7145418314 | Phone |
| Date Signed | 2011-07-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC WARBRICK | Name |
| Phone | 9494506200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODEN FLOOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MELANIE RIOS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 NORTH MAIN STREET | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 927062727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2299127 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | SAINTJOSEPHBALLET.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Arts-based youth development through dance, academic and family programs for low-income youth. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 25 | TotalNbrEmployees |
| Total Nbr Volunteers | 364 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2103733 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2083547 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43137 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30643 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -49722 | InvestmentIncomePriorYear |
| Investment Income Current Year | 107652 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 37673 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2097148 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2259515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 226603 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150236 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1245035 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1227392 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 51000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 433626 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 964202 | OtherExpensePriorYear |
| Other Expenses Current Year | 882409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2435840 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2311037 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -338692 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -51522 | RevenuesLessExpensesCY |
| Total Assets BOY | 8379601 | TotalAssetsBOY |
| Total Assets EOY | 8410990 | TotalAssetsEOY |
| Total Liabilities BOY | 111215 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 123922 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8268386 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8287068 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EMPOWER LOW-INCOME YOUTH TO BUILD SELF-ESTEEM, SELF-DISCIPLINE AND A SENSE OF ACCOMPLISHMENT THROUGH DANCE, ACADEMIC AND FAMILY PROGRAMS. BREAKING THE CYCLE OF POVERTY THROUGH GENERATIONAL CHANGE IS THE LONG-TERM GOAL OF THE WOODEN FLOOR. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 772656 | Expense |
| Grants | 4160 | Grants |
| Revenue | 3998 | Revenue |
| Description | Year-Round dance education is our core program for transformational growth. a rigorous 10-level curriculum (53 classes/week in ballet, modern, improvisation, choreography) leads our low-income students to develop self-knowledge, confidence, creativity, teamwork and a sense of well-being and joy. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 365785 | Expense |
| Grants | 0 | Grants |
| Revenue | 26645 | Revenue |
| Description | Performances: rehearsal and performance teach discipline, goal-setting, commitment and achievement through hard work. our students perform their 27th annual concert in June 2010. other performances occur in the wooden floor studio theatre and occasionally at touring venues such as redcat in los angeles. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 425358 | Expense |
| Grants | 78343 | Grants |
| Revenue | 0 | Revenue |
| Description | supporting programs: academic - tutoring, remedial workshops, pre-collegiate mentoring and college scholarships ensure our students graduate high school on-time, enroll in and are prepared to succeed in college. Family Services - counseling, crisis intervention and social service referrals help our families overcome socio-economic hardships. Includes college tours, career seminars, health and financial literacy workshops, and summer camp scholarships. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20727 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Dance Education Outreach: DanceFree Weeks: week-long introductory dance workshops that reach 3,000 4th/5th students in 18 to 23 public schools in Santa Ana and neighboring cities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 20727 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1584526 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 25 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANIE RIOS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7145418314 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 N MAIN STREET | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 92706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Ernesto Vasquez | |||||||
| BOARD EMERITUS | 0.50 | X | 0 | 0 | 0 | ||
| Socorro Vaszquez | |||||||
| BOARD EMERITA | 0.50 | X | 0 | 0 | 0 | ||
| Glennda Adair | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Joan Beall | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Beth Burns | |||||||
| BOARD EMERITA | 0.50 | X | 0 | 0 | 0 | ||
| Catherine Chase | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Arlene Craig | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Jim Driscoll | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Jan Foster | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Frank Hall | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Sharon Hartshorn | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Virginia Hunsaker | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Yvone Jordan | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Juan Laguna | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Catherine Maclver | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Donald McKayle | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Yvonne O'Neill | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Cyrus Parker-Jeanette | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Samuel Ruiz | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Larry Stofko | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Susan Whittaker | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Fernando Vivanco | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Barbara Yingling | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Bill Yingling | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| Damien Jordan | |||||||
| Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Richard Hunsaker | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| Frank Foster | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Jim Slaughter | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| MELANIE RIOS | |||||||
| EXECUTIVE/ARTISTIC DIREC | 40.00 | 122440 | 0 | 12250 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 122440 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12250 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 13693 | FundraisingEvents |
| All Other Contributions | 2069854 | AllOtherContributions |
| Noncash Contributions | 72917 | NoncashContributions |
| Total Contributions | 2083547 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| annual concerts | 711120 | 26645 | 26645 |
| year-round program | 711120 | 3998 | 3998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30643 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101670 | TotalRevenueColumn |
| Exclusion | $101,670 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5982 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5982 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5982 | TotalRevenueColumn |
| Exclusion | $5,982 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 77285 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 13693 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39612 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37673 | TotalRevenueColumn |
| Exclusion | $37,673 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2259515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30643 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $145,325 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150236 | Total |
| Program Services | 150236 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1038532 | Total |
| Program Services | 614147 | ProgramServices |
| Management And General | 138451 | ManagementAndGeneral |
| Fundraising | 285934 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107807 | Total |
| Program Services | 68549 | ProgramServices |
| Management And General | 13697 | ManagementAndGeneral |
| Fundraising | 25561 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81053 | Total |
| Program Services | 50409 | ProgramServices |
| Management And General | 11361 | ManagementAndGeneral |
| Fundraising | 19283 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20755 | Total |
| Management And General | 20755 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51000 | Total |
| Fundraising | 51000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34055 | Total |
| Program Services | 22257 | ProgramServices |
| Management And General | 11495 | ManagementAndGeneral |
| Fundraising | 303 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148215 | Total |
| Program Services | 85869 | ProgramServices |
| Management And General | 29411 | ManagementAndGeneral |
| Fundraising | 32935 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51800 | Total |
| Program Services | 45111 | ProgramServices |
| Management And General | 4324 | ManagementAndGeneral |
| Fundraising | 2365 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19441 | Total |
| Program Services | 17315 | ProgramServices |
| Management And General | 788 | ManagementAndGeneral |
| Fundraising | 1338 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127771 | Total |
| Program Services | 118827 | ProgramServices |
| Management And General | 8944 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33512 | Total |
| Program Services | 29506 | ProgramServices |
| Management And General | 2240 | ManagementAndGeneral |
| Fundraising | 1766 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTORS | 130661 | 130661 | ||
| PRODUCTIONS COSTS | 116531 | 116531 | ||
| REPAIRS AND MAINTENANCE | 109163 | 84503 | 11519 | 13141 |
| OTHER PRODUCTION | 61777 | 26905 | 34872 | |
| ACADEMIC TUTORING | 20151 | 20151 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8577 | Total |
| Program Services | 3549 | ProgramServices |
| Management And General | 5028 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2311037 | Total |
| Program Services | 1584526 | ProgramServices |
| Management And General | 292885 | ManagementAndGeneral |
| Fundraising | 433626 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 189131 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423935 | BOY |
| EOY | 727874 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 659911 | BOY |
| EOY | 612800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10455 | BOY |
| EOY | 11614 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5077806 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1419990 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3727457 | BOY |
| EOY | 3657816 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2099801 | BOY |
| EOY | 2076245 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1458042 | BOY |
| EOY | 1135510 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8379601 | BOY |
| EOY | 8410990 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106050 | BOY |
| EOY | 123922 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5165 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111215 | BOY |
| EOY | 123922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5656013 | BOY |
| EOY | 5526286 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384591 | BOY |
| EOY | 533000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2227782 | BOY |
| EOY | 2227782 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8268386 | BOY |
| EOY | 8287068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8379601 | BOY |
| EOY | 8410990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2321903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2295306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2222326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2103733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2083547 | CurrentTaxYear |
| Total | 11026815 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2321903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2295306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2222326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2103733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2083547 | CurrentTaxYear |
| Total | 11026815 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1762127 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9264688 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 105412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 153921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101670 | CurrentTaxYear |
| Total | 657435 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11684250 | TotalSupport |
| Gross Receipts From Admissions Etc | 232566 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 2178245 | BeginningOfYearBalance |
| Contributions | 35000 | Contributions |
| Investment Earnings Or Losses | 114691 | InvestmentEarningsOrLosses |
| Administrative Expenses | 105000 | AdministrativeExpenses |
| End Of Year Balance | 2222936 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2333083 | BeginningOfYearBalance |
| Contributions | 700 | Contributions |
| Investment Earnings Or Losses | -60423 | InvestmentEarningsOrLosses |
| Administrative Expenses | 95115 | AdministrativeExpenses |
| End Of Year Balance | 2178245 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 817103 | InvestmentCostOrOtherBasis |
| Book Value | 817103 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3757074 | InvestmentCostOrOtherBasis |
| Depreciation | 970925 | Depreciation |
| Book Value | 2786149 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 503629 | InvestmentCostOrOtherBasis |
| Depreciation | 449065 | Depreciation |
| Book Value | 54564 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3657816 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSIT | Description |
| Book Value | 1135510 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1135510 | TotalOfBookValueSecurities |
| Total Revenue | 2259515 | TotalRevenue |
| Total Expenses | 2311037 | TotalExpenses |
| Excess Or Deficit For Year | -51522 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 70204 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 70204 | TotalAdjustments |
| Excess Or Deficit Per FS | 18682 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2383921 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 70204 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14590 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 84794 | RevenueNotRptdF990 |
| Revenue Subtotal | 2299127 | RevenueSubtotal |
| Other Revenues Not Included | -39612 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -39612 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2259515 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2365239 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14590 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 14590 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2350649 | ExpensesSubtotal |
| Other Expenses Not Included | -39612 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -39612 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2311037 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Saint Joseph Ballet's endowment fund is a permanent endowment, funded by donor restricted gifts, meant to be maintained for the purpose of providing a permanent source of income for organization using UPMIFA policies for calculating percentage of annual disbursement. |
| Part XII, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES INCLUDED ON PART VIII: -39612. | |
| Part XIII, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES INCLUDED ON PART VIII: -39612. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | LINDA T MESESAN | NameOfIndividual |
| Activity | GRANTWRITING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 51000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 51000 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KEEP THE PROMISE WINE TASTING 2009 | NameOfEvent1 |
| Gross Receipts Event1 | 90978 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 13693 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77285 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 22314 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 4894 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 220 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12184 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 90978 | GrossReceiptsTotal |
| Charitable Contributions Total | 13693 | CharitableContributionsTotal |
| Gross Revenue Total Events | 77285 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 22314 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 4894 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 220 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12184 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39612 | DirectExpenseSummaryEvents |
| Net Income Summary | 37673 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships for students attending college; performance tickets; advanced dance training intensives and summer camp opportunities | TypeOfGrant |
| Number Of Recipients | 375 | NumberOfRecipients |
| Amount Of Cash Grant | 82502 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 67734 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Donated performance tickets and camp sponsorships | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grant funds received in support of Saint Joseph Ballet are used in accordance with the organization's annual operating budget which is approved by the Board of Directors. The Finance Committee of the Board of Directors oversees and advises the Board and Management on policies and procedures related to Saint Joseph Ballet's financial resources, records and reports. | Explanation |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18371 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 1 | 5278 | COST |
| X | BIKES/HELMETS | 1 | 6358 | COST |
| X | SIGNAGE DESIGN AND DEVELOPMENT | 1 | 19773 | COST |
| X | MISCELLANEOUS DONATED PROPERTY | 27 | 23137 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. ONCE THE AUDIT COMMITTEE HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990 TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE AUDIT COMMITTEE. AFTER SUGGESTED REVISIONS ARE COMPLETED BY THE PREPARER AND APPROVED BY THE AUDIT COMMITTEE, THE AUDIT CHAIR WILL PRESENT THE FORM 990 AT THE NEXT FULL BOARD OF DIRECTORS MEETING AFTER WHICH THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. | |
| Form 990, Part VI, Section B, line 12c | In an effort to achieve the highest standards of conduct, each staff member and board member is requested to acknowledge (by signing) the Conflict of Interest policy annually or when changes in circumstances or any further financial interest, situation, activity, interest or conduct that may develop before completion of their next annual questionnaire. This acknowledgement will be kept on file in the human resource department. Definition: The potential for a Conflict of Interest violation exists when an employee or Board Member -Has a decision-making role in any contract, transaction or arrangement of Saint Joseph Ballet in which he or she, a family member or business relation may benefit; or -Has a decision-making role in any contract, transaction or arrangement of Saint Joseph Ballet that involves an entity in which he or she, a family member or business relation also has a fiduciary position (e.g., member, officer, director, committee member). Reporting: Any employee or member of the Board of Directors is required to promptly and fully disclose to either the Executive and Artistic Director or a member of the Executive Committee of the Board, any actual, apparent or potential Conflict of Interest or violation of the Code of Ethics he or she may be involved in or become aware of. If it is determined by either the Executive and Artistic Director or the Executive Committee that an actual Conflict of Interest or violation exists, an ad hoc committee of members of the Board will be appointed to determine -whether Saint Joseph Ballet could reasonably obtain a more advantageous contract, transaction or arrangement; or make a better business decision, and if so, set the required next steps in motion; or -whether, regardless of the conflict of interest, proceeding with the proposed contract, transaction or arrangement or business decision furthers Saint Joseph Ballet's charitable mission and is in Saint Joseph Ballet's best interests. Annual Reviews: To ensure that Saint Joseph Ballet operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, the following periodic reviews shall be conducted by designated committees of the Board of Directors: -whether employee compensation arrangements and benefits are reasonable and impartially negotiated; -whether acquisitions of property and services from any person, or agreements or partnerships with other organizations further Saint Joseph Ballet's charitable purposes and do not inure to the personal benefit of any employee, member of the Board of Directors, or other involved party. | |
| Form 990, Part VI, Section B, line 15a | The Human Resources Committee of the Board of Directors acts on behalf of and with concurrence of the Board with respect to matters relating to compensation, benefits, other personnel plans for executives. The Committee reviews and recommends to the Board compensation and incentive programs for senior management, and reviews and recommends policies relating to perquisites for executive management. This process was last used in fiscal year 2008/2009. The Executive and Artistic Director's next compensation review will occur in fiscal year 2010/2011. | |
| Form 990, Part VI, Section C, line 19 | The following organizational documents of Saint Joseph Ballet will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: Internal Revenue Service Determination Letter, Internal Revenue Service Affirmation Letter, Articles of Incorporation, By-Laws, Form 990 (public inspection copy will not include the schedule of Schedule A excess contributors or the Schedule B names and addresses of contributors), most recent copy of the organization's audited financial statements and the Conflict of Interest Policy. When responding to a public inspection request for any organization document or Form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request. | |
| Form 990, Part XI, Line 2C: | The Audit Committee of the Board of Directors acts on behalf of and with concurrence of the Board with respect to matters relating to the annual audit and financial statements including: recommending the selection of external auditors to the Board; receiving, reviewing, and forwarding to the Board the annual financial report of the external auditors; and such other matters as may warrant its attention | |
| FORM 990, PART VI, LINE 1B: | SAINT JOSEPH BALLET HAS 29 MEMBERS OF THE GOVERNING BOARD BUT ONLY 26 MEMBERS HAVE VOTING RIGHTS. THE 3 ADDITIONAL MEMBERS ARE EMERITI MEMBERS WHO DO NOT REGULARLY ATTEND MEETINGS AND DO NOT VOTE. | |
| FORM 990, PART VIII, LINE 7a & b | THE SECURITIES ARE HELD WITH MORGAN STANLEY SMITH BARNEY UNDER VARIOUS INVESTMENT MANAGERS. DUE TO THE VOLUME OF PURCHASES AND SALES THAT ARE MADE THROUGHOUT THE YEAR THE RETURN DOES NOT REFLECT THE DETAIL OF THE GAINS/(LOSSES) BY SECURITY, HOWEVER THE INFORMATION IS AVAILABLE UPON REQUEST. | SALE OF SECURITIES |
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