2011-01-17T08:56:49-06:00 2010-05-31 SARTAIN FISCHBEIN & CO 3010 S HARVARD AVE STE 400 TULSA OK 741146193 990 2009-06-01 730667485 TULSA BALLET THEATRE INC TULS 9187496030 1212 E 45TH PLACE TULSA OK 74105 jackie kouri 9187496030 2011-01-12 1 MIKE THORNBERRY 9187496601 2009 2016-02-24 21:20:13Z jackie kouri 1212 E 45TH PLACE TULSA OK 74105 6024132 0 X www.tulsaballet.org X 1956 OK Tulsa Ballet Theatre, Inc. is a non-profit, professional ballet company whose mission is to: preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality, and educate through exemplary dance training, performances and outreach programs. 44 43 89 80 0 0 2463760 3913484 1380264 1538031 29915 28003 122728 30558 3996667 5510076 0 0 2659513 2945152 0 130633 3130631 2858140 5790144 5803292 -1793477 -293216 15784541 15835786 1504691 1445291 14279850 14390495 Tulsa Ballet is a professional ballet company whose mission is to preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality and educate through exemplary dance training, performances and outreach programs. The story of Tulsa Ballet began in 1956. Husband and wife Roman Jasinski and Moscelyne Larkin, and musician Rosalie Talbott, founded Tulsa Ballet Theatre, blending classical dance with dramatic theatre. Internationally known dancers in the Ballet Russe tradition, Jasinski and Larkin set the tone for artistic excellence. a foundation that has been preserved and built upon for decades. 0 0 3804607 1164266 Tulsa Ballet annually reaches more than 40,000 individuals across Oklahoma and serves as an official cultural ambassador for the state, locally, nationally and internationally. In addition to bringing the finest works in classical and contemporary dance to the Oklahoma stage, and touring nationally and internationally, Tulsa Ballet has a dedication to the creation of new works and presents world-premieres by renowned contemporary artists each year. 327612 373765 The Tulsa Ballet Center for Dance Education (CDE) offers dance training of uncompromising quality. The curriculum emphasizes classical ballet technique based on the Russian tradition of training. The CDE is led by a full-time faculty of professional dancers and leaders in the field of ballet pedagogy. The Pre-Professional Division offers classes for students 8 to 18. Additional classes are offered for children 3-5 (Creative Movement), 6-9 (Preparatory Ballet) and adults wishing to begin or continue their training. 142076 0 Tulsa Ballet provides a variety of educational outreach programs for the extended community. These important programs give students the opportunity to experience the arts and to see world-class dance. The Leaps Ahead program offers an in-studio ballet class for children from local at-risk schools and Leaps in Motion takes the program out into the schools. Journey Through Dance, Student Matinees, Partners in Art and Hope for the Holidays are performance based programs that reach thousands of students, families and adults who are typically underserved by arts programming. 4274295 1 1 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 88 0 89 1 0 0 0 0 0 1 1 0 0 0 1 1 44 43 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X kay wulf 9183925902 1212 E 45TH PLACE TULSA OK 74105 Georgia Snoke 2.00 X X 0 0 0 Jackie Kouri 30.00 X X 0 0 0 Maggie Roth 8.00 X X 0 0 0 Mark Butterworth 3.00 X X 0 0 0 Karen Young 2.00 X X 0 0 0 Charlotte Edmundson 4.00 X X 0 0 0 Donna Bost 6.00 X 0 0 0 Jim McCarthy 7.00 X X 0 0 0 Betty Pirnat 7.00 X X 0 0 0 Mary Barnes 1.00 X 0 0 0 Candace Conley 2.00 X 0 0 0 Nancy Feldman 1.00 X 0 0 0 Cheryl Forrest 5.00 X 0 0 0 LEANNE HELMERICH 1.00 X 0 0 0 Hannah Robson 1.00 X 0 0 0 Skip Teel 2.00 X 0 0 0 Mollie Williford 1.00 X 0 0 0 Amy Anderson 1.00 X 0 0 0 Pattie Bowman 1.00 X 0 0 0 Ron Brown 2.00 X 0 0 0 Pat Chernicky 9.00 X 0 0 0 LON FOSTER 2.00 X 0 0 0 Dwight Creveling 1.00 X 0 0 0 Jake Dollarhide 1.00 X 0 0 0 Jane Emanuel 3.00 X 0 0 0 ALISON ANTHONY 1.00 X 0 0 0 JACQUI HAGLUND 6.00 X X 0 0 0 SUZANNE KNEALE 1.00 X 0 0 0 Kathy Hilti 1.00 X 0 0 0 Donna ORourke 3.00 X 0 0 0 Royce Reed 2.00 X X 0 0 0 Ludmila Robson 1.00 X 0 0 0 Bill Schonacher 1.00 X 0 0 0 Paul Williams 1.00 X 0 0 0 NINA COOPER 2.00 X 0 0 0 MARY ANN HARRISON 1.00 X 0 0 0 Becky Dixon 2.00 X 0 0 0 Sarah Jane Gillett 3.00 X 0 0 0 Nicole Morgan 2.00 X 0 0 0 Mark Perkins 1.00 X 0 0 0 LAURIE KRIMBILL 1.00 X 0 0 0 CASSIE REESE 1.00 X 0 0 0 ISAAC ROCHA 3.00 X 0 0 0 BILLIE BARNETT 1.00 X X 0 0 0 LARRY CHAMBERS 1.00 X 0 0 0 LIZ PETERSON 1.00 X 0 0 0 Marcello Angelini 60.00 X 166978 0 7098 WILLIAM S BLACK 50.00 X 33542 0 218 Moscelyne Larkin 0.00 X 25000 0 0 225520 0 7316 1 1 1 0 THEATRICAL ACCOUNTING SERVICES po box 701462 tulsa OK 74170 stagehands 227575 COMMUNITY CARE HMO INC 218 W 6TH STREET TULSA OK 74119 HEALTH INSURANCE 175359 HOUSTON BALLET FOUNDATION 501 TEXAS AVENUE HOUSTON TX 77598 SCENERY/COSTUME RENTALS 119269 3 589644 428365 133413 2762062 1850 3913484 TICKET SALES 711120 946395 946395 SCHOOL INCOME 711120 373765 373765 TOURING 711120 200371 200371 CYGNET SOCIETY 711120 17500 17500 1538031 4763 4763 386186 369700 16486 16486 16486 23240 23240 23240 23240 50200 428365 102508 -52308 -52308 73304 41848 31456 31456 MISCELLANEOUS 711120 21547 21547 GUILD INCOME 711120 13377 13377 34924 5510076 1596195 0 397 258777 194914 63863 2269255 1834908 434347 229985 191412 38573 187135 151229 35906 458 458 26986 26986 1304 1304 197049 35000 162049 109842 107522 2320 8699 8699 38440 38440 598014 167736 430278 14047 14047 PRODUCTION COSTS 1066499 1066499 MARKETING & PROMOTIONS 449052 418080 30972 MISCELLANEOUS 137062 9545 28017 99500 WORKERS COMPENSATION 77930 69640 8290 CREDIT CARD FEES 52514 5956 46397 161 80244 13155 67089 5803292 4274295 1398364 130633 519607 318508 1565466 1057723 28555 26150 133367 89207 13076039 3103189 10568878 9972850 2968668 4371348 15784541 15835786 216438 248964 325449 304130 962804 892197 1504691 1445291 X 9539643 9247860 1771539 771287 2968668 4371348 14279850 14390495 15784541 15835786 X 0 1 1 X 0 X 2307037 7445409 7808116 3703480 4417892 25681934 974356 1141231 1258055 1378758 1534225 6286625 3281393 8586640 9066171 5082238 5952117 31968559 879814 3061921 2987787 349164 1292957 8571643 0 879814 3061921 2987787 349164 1292957 8571643 23396916 141566 181596 187986 359831 413303 1284282 141566 181596 187986 359831 413303 1284282 254440 441519 42604 162201 108228 1008992 3677399 9209755 9296761 5604270 6473648 34261833 0.68290 0.66660 0.03750 0.03260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 77000 X 0 2968668 1143325 403442 0 144087 0 4371348 3965215 -861647 134900 2968668 0.00000 1.00000 0.00000 0 1 1 416240 416240 11084269 2046607 9037662 510673 349960 160713 1064857 706622 358235 9972850 TULSA BALLET THEATRE TRUST FUND 3378089 F robson fund 993259 F 4371348 5510076 5803292 -293216 -7898 411759 403861 110645 6533830 -7898 105954 927002 1025058 5508772 1304 1304 5510076 6423185 105954 515243 621197 5801988 1304 1304 5803292 Part III, Line 4: ARTWORK-BRONZE SCULPTURE-ROMEO & JULIET 09/05 52,000 ARTWORK-PORTRAIT-BALLET SLIPPERS 06/06 15,000 ARTWORK-PRINCE MONYO OF ROMANIA 09/06 10,000 ARTWORK RELATING TO BALLET FOR DISPLAY IN THEATRE. Part V, Line 4: Description of Intended Use of Endowment Funds: endowment funds are permanently restricted by donor stipulation for the purpose of supporting the operations of the Ballet. the endowment may distribute 4.5% of the average market value of the portfolio for the immediately preceding three years in order to fund ballet operations. Part XI, Line 8 - Other Adjustments: NET INCOME FROM ENDOWMENT (TRUST): 411758. ROUNDING: 1. OTHER REVENUE NOT INCLUDED: RENTAL EXPENSE 369,700 COST OF GOODS SOLD 43,034 DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 57,302 ENDOWMENT INCOME/LOSSES REPORTED ON RELATED ORGANIZATION'S SEPARATE 990 403,442 ROUNDING 2 OTHER EXPENSE NOT ON FORM 990: RENTAL EXPENSES 369,700 COST OF GOODS SOLD 43,034 DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 57,302 ROUNDING 1 X X X X X X 0 OK BELLA CUCINA 178075 153550 24525 45131 TOUR (NYC EVENT) 263105 250465 12640 45206 2 37385 24350 13035 12171 478565 428365 50200 102508 102508 -52308 X 0 1 0 0 0 0 0 0 0 Marcello Angelini 134853 0 0 0 32125 0 0 0 7098 0 174076 0 0 0 Moscelyne Larkin 25000 0 0 0 0 0 0 0 0 0 25000 0 0 0 Part I, Line 4a Moscelyne Larkin $25,000 BILL SCHONACHER DIRECTOR 122385 BANK LOANBILL IS BOARD DIRECTOR/MARKET PRESIDENT FOR IBC BANK WHERE TULSA BALLET THEATRE, INC HAS A $500,000 LINE OF CREDIT (CURRENTLY UNUSED) AND REAL ESTATE LOAN (APPROX $890,000 BALANCE AS OF 5/31/10. REAL ESTATE LOAN PAYMENTS MADE DURING THE YEAR WERE $117,514.56 AND CASH MANAGEMENT FEE PAYMENTS MADE DURING THE YEAR WERE $4,870.17. 0 MATTHEW COUGHLIN FORMER DIRECTOR 90985 INSURANCEMATTHEW HAS MORE THAN 35% OWNERSHIP OF INTERNATIONAL INSURANCE BROKERS, LTD WHICH SERVES AS AN INSURANCE BROKER FOR TULSA BALLET. THE FOLLOWING IS DETAIL OF THE TRANSACTIONS:AMOUNT DESCRIPTION PERIOD COVERED-------- ------------- -------------- 840.00 COBRA Administrator Fees 5/1/09-6/30/10 Insurance (Paid directly to IIB) 66,769.00 - Commercial Package 6/1/09-5/31/10 3,462.00 - Automobile 6/1/09-8/31/10 10,245.00 - Umbrella 6/1/09-8/31/10 2,300.00 - D&O / EPL 10/21/09-10/21/10 769.00 - Crime 6/1/10-6/1/11 1,000.00 - Ocean Cargo 7/1/09-7/31/09 Additional Insurance Commissions (on payments to Carriers) 1,329.92 - Medical 6/1/09-5/31/10 2,010.57 - ST Disability 6/1/09-5/31/10 1,403.64 - Group Dental 6/1/09-5/31/10 856.00 - 401(K) Plan 6/1/09-5/31/10 90,985.13 0 X HOTEL ROOMS 1 16500 FMV X MISC GOODS & SERVICES 16 19210 FMV X FLIGHT VOUCHERS 1 25000 FMV X PIANO 1 15000 0 0 0 Form 990, Part VI, Section A, line 6 The Members of Tulsa Ballet Theatre, Inc. consist of all individuals, corporations, limited liability companies, partnerships, limited partnerships, sole proprietorships and any other legal entities which contribute five hundred dollars or more in cash or cash equivalents (excluding the subscription and purchase of tickets for performances of the ballet company) to the Tulsa Ballet up to and including the last day (May 31) of that current fiscal year. Each Member shall have one vote in matters submitted to a vote of Members and shall be entitled to vote at the Annual Meeting of the Members following any fiscal year during which such member is qualified. Form 990, Part VI, Section A, line 7a The Tulsa Ballet Board of Directors is made up of eight categories of Directors: Founding Directors, President Emeritus Directors, those Directors appointed by the President, Elected Directors, the President of Tulsa Ballet Theatre Guild, Ex-officio Directors, Advisory Directors and Honorary Directors. Elected Directors are elected by the Members of the Corporation at the Annual Meeting of the Corporation. Form 990, Part VI, Section B, line 11 The Board of Directors has delegated the authority to review and approve the Form 990 to the Executive Committee before filing with the IRS. Once the Executive Committee has approved, the current years Form 990 is also provided to all board members prior to filing. Form 990, Part VI, Section B, line 12c Board members are asked to review the Conflict of Interest policy and disclose interests that could result in conflicts at the beginning of each fiscal year. Further, board members are asked to disclose any changes during the year. Form 990, Part VI, Section B, line 15 The Compensation Committee is responsible for determining the Artistic Directors compensation considering the size and complexity of the organization, the mission, geographic location and financial condition of the organization, qualifications required for the job, assessment of performance using pre-determined goals, compensation levels at comparable organizations, organization budget and compensation increase parameters as set forth in the Artistic Director contract. The Compensation Committee works in conjunction with Artistic Director and Managing Director to review and approve recommended compensation levels for Managing Director, artistic and administrative staffs which are also based on the variables listed above, as appropriate. The rationale and data used for all decisions are documented by the Committee. Form 990, Part VI, Section C, line 19 Form 990 is made available to the public via the www.guidestar.com website and upon request. The annual report and audited financial statements are also made available to the public upon request. THE CONSOLIDATED FINANCIAL STATEMENTS OF TULSA BALLET THEATRE, INC. AND TULSA BALLET THEATRE TRUST FUND(SEPARATE FORM 990) WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. SEE SCHEDULE R. THE AUDIT COMMITTEE WILL BE RESPONSIBLE FOR: 1. REVIEWING REPORTS PROVIDED BY EXTERNAL AUDITORS 2. FOLLOWING UP ON ACTIONS REQUIRED AS THE RESULT OF THE EXTERNAL AUDIT 3. SELECTING THE FIRM THAT WILL PROVIDE THE NEXT YEAR'S AUDIT THE AUDIT COMMITTEE'S REQUIRED SKILLS AND COMPOSITION INCLUDE: 1. WORKING KNOWLEDGE OF ORGANIZATIONAL FINANCIAL OPERATIONS 2. ABILITY TO UNDERSTAND FINANCIAL ACTIVITY 3. VP OF FINANCE WILL CHAIR THE COMMITTEE 4. COMMITTEE MEMBERS WILL INCLUDE VP OF BUDGET, STAFF FINANCE DIRECTOR AND OTHERS WITH FINANCIAL EXPERTISE AT THE CHOOSING OF THE VP OF FINANCE TULSA BALLET THEATRE TRUST FUND ONE WALL STREET-28TH FL NEW YORK NY 10286 731165420 SUPPORT ORGANIZATION OF TULSA BALLET OK 501(C)(3) LINE 11 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 TULSA BALLET THEATRE TRUST FUND Q 141750 TULSA BALLET THEATRE TRUST FUND R 144087