2011-06-13T10:05:15-05:00 2010-07-31 RSM McGladrey Inc 512 Township Line Rd One Valley Sq blue bell PA 19422 990 2009-08-01 231629970 THE PENNSYLVANIA BALLET ASSOCIATION PENN 2155517000 1819 JFK Boulevard No 210 Philadelphia PA 191035306 Michael Scolamiero 2155517000 2011-06-08 1 2156418600 2009 2016-02-24 21:20:13Z na bruce m eckert 1819 JFK Boulevard No 210 Philadelphia PA 191035306 10951439 0 X HTTP://WWW.PABALLET.ORG X 1964 PA THE PENNSYLVANIA BALLET ASSOCIATION IS DEDICATED TO EXCELLENCE IN THE PROFESSIONAL PERFORMANCE AND DEVELOPMENT OF THE BALLET AND DANCE EVOLVING FROM THE CLASSICAL TRADITION. THE BALLET SERVES AUDIENCES NATIONWIDE, WITH PARTICULAR FOCUS ON AUDIENCES IN PHILADELPHIA AND THE SURROUNDING TRI-STATE AREA AND OTHER COMMUNITIES IN THE COMMONWEALTH OF PENNSYLVANIA, and employs approximately 40 dancers and presents approximately 60 performances of 6 productions, both classical and contemporary, per year, including The Nutcracker. The Organizations award-winning outreach and education program introduces traditionally under-served students to the art of ballet and educates the ballet audience of the future. The program includes workbooks, dress rehearsal performance attendance, ticket giveaways for students and their families, school visits, and studio tours. 40 38 207 220 0 0 4785298 4368552 4392011 4334586 -12822 245194 73791 240550 9238278 9188882 0 0 5231833 5108941 109783 56907 512687 4891136 4475532 10232752 9641380 -994474 -452498 14819193 15050954 6197788 6725370 8621405 8325584 The Organization's mission is to maintain and nurture a financially sound Philadelphia-based ballet company that presents the finest in artistry and performance to the widest possible audience; that expands and diversifies its classical and contemporary repertoire; and that provides the highest caliber of instruction for aspiring professional dancers. As part of it's mission it also is to strive to enrich and expand the cultural lives of children and adults of the Philadelphia region by educating its citizens about and through the art of ballet. 0 0 7847624 3996164 The Organization is one of the largest performing arts organizations in the Philadelphia region. It employs approximately 40 dancers and presents 60 performances of 6 productions each year, including "The Nutcracker". It's repertoire includes both classic and contemporary works which are performed annually to an audience of approximately 100,000 patrons of which approximately 5,000 are subscribers. 167855 PENNSYLVANIA BALLET'S OUTREACH AND EDUCATION PROGRAM, ACCENT ON DANCE, IS A COMPREHENSIVE EDUCATIONAL AND CULTURAL EXPERIENCE DESIGNED TO INTRODUCE TRADITIONALLY UNDER-SERVED STUDENTS TO THE ART OF BALLET AND TO EDUCATE THE BALLET AUDIENCE OF THE FUTURE. THE BASIC PROGRAM, WHICH IS PROVIDED AT NO COST TO THE PARTICIPANTS, INCLUDES SPECIALLY DESIGNED STUDENT WORKBOOKS, ATTENDANCE AT FULLY STAGED DRESS REHEARSAL PERFORMANCES, TICKET GIVEAWAYS FOR PARTICIPATING STUDENTS AND THEIR FAMILIES, SCHOOL VISITS AND STUDIO TOURS. OVER 10,000 CHILDREN PARTICIPATE ANNUALLY. 8015479 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 207 1 0 0 0 0 0 1 1 0 0 0 0 0 40 38 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 PA NJ X Marylyn s Jeffers 2155517000 1819 JFK Boulevard Suite 210 PHILADELPHIA PA 191035306 KATHY Z ANDERSON 2.00 X 0 0 0 Neal e Bozentka DMD 2.00 X 0 0 0 Karen Dougherty BUCHHOLZ 2.00 X X 0 0 0 Bruce M Eckert 2.00 X X 0 0 0 Penny Fox 2.00 X X 0 0 0 MaRGARET LINETTE GALLAGH 2.00 X 0 0 0 John S GATTUSO 2.00 X X 0 0 0 Lisa Glassner 2.00 X 0 0 0 Janis Lynn Goodman 2.00 X X 0 0 0 Dr JAMES L GOODWILL I 2.00 X 0 0 0 Mary Bert Gutman 2.00 X 0 0 0 Anthony B HALLER ESQ 2.00 X 0 0 0 Honorable Joyce S Kean 2.00 X X 0 0 0 Charles P Keates Esq 2.00 X 0 0 0 Andrew Kress 2.00 X 0 0 0 Carey Levinson Esq 2.00 X X 0 0 0 Deirdre L McAleer 2.00 X 0 0 0 Linda ROSANIO 2.00 X X 0 0 0 Steven H SANTINI 2.00 X 0 0 0 Calvin W Schmidt 2.00 X 0 0 0 Christa Badger Schmidt 2.00 X 0 0 0 Molly Rouse Terlevich 2.00 X 0 0 0 Barbara A Austell 2.00 X X 0 0 0 Michelle Brooks CPA 2.00 X 0 0 0 Jay L Goldberg Esq 2.00 X 0 0 0 Leslie Anne Miller Esq 2.00 X X 0 0 0 Louise H Reed 2.00 X 0 0 0 Elizabeth A Corrigan 2.00 X 0 0 0 carey maloumian 2.00 X 0 0 0 alice Patton 2.00 X X 0 0 0 sherry a Varrelman 2.00 X 0 0 0 margaret Anne Nolen 2.00 X 0 0 0 elizabeth luening long 2.00 X 0 0 0 georgiana w noll 2.00 X 0 0 0 michael zanolli 2.00 X X 0 0 0 kevin a feeley 2.00 X 0 0 0 robin pinder herndon es 2.00 X X 0 0 0 DEBORAH GILL HILZINGER 2.00 X 0 0 0 KAREN A SMITH ESQ 2.00 X 0 0 0 JON WEINSTEIN 2.00 X 0 0 0 MICHAEL SCOLAMIERO 40.00 X 143142 0 7807 ROY KAISER 40.00 X 145530 0 5579 288672 0 13386 2 0 1 0 DCM 45 Main Street Suite 816 Brooklyn NY 11201 Telemarketing/Telefunding 242924 1 27869 358759 3981924 470468 4368552 NUTCRACKER TICKET SALE 711110 2091937 2091937 SUBSCRIPTION AND SINGL 711110 1587365 1587365 TOURING 711110 246198 246198 409086 409086 4334586 84328 84328 22730 22730 22730 22730 1726461 23412 1564886 24121 161575 -709 160866 160866 342727 27869 173550 169177 169177 BOUTIQUE 711110 40663 40663 MISCELLANEOUS 711110 7980 7980 48643 9188882 4495452 0 324878 309907 152446 157461 3642100 3118550 274815 248735 93672 93672 638775 547897 56998 33880 424487 368246 34501 21740 82419 82419 31803 31803 56907 56907 602825 499510 43315 60000 840610 831768 8842 75914 2916 69074 3924 152349 83438 65000 3911 66590 66590 699691 618113 81578 9171 8951 220 114204 114204 255235 225941 29294 65285 25457 39828 production & ARTISTIC 1119555 1119555 touring 195673 195673 miscellaneous expense 98501 23973 74528 EDUCATION & OUTREACH 56997 56997 PUBLIC RELATIONS/mrktg 8710 8710 9641380 8015479 1113214 512687 23946 65125 3345699 3189927 117328 357757 599475 538291 9595503 1734310 7837877 7861193 2750508 2907655 144360 131006 14819193 15050954 612934 806349 944376 1087774 4574445 4805488 66033 25759 6197788 6725370 X 1185262 9809 3875488 4722380 3560655 3593395 8621405 8325584 14819193 15050954 X 0 1 1 X 0 X 6524397 79169588 8018279 4757768 4368552 102838584 4658587 4528216 4961324 4392011 4334586 22874724 11182984 83697804 12979603 9149779 8703138 125713308 2817202 5636130 2424520 1545000 1145000 13567852 0 2817202 5636130 2424520 1545000 1145000 13567852 112145456 77670 182402 179415 156437 107058 702982 77670 182402 179415 156437 107058 702982 341574 285336 281292 187805 391370 1487377 11602228 84165542 13440310 9494021 9201566 127903667 0.87680 0.88350 0.00550 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3335830 32740 414643 208876 3574337 3926335 37867 -419609 208763 3335830 0.00000 1.00000 0.00000 0 0 5968162 5968162 240975 153991 86984 381332 199889 181443 3005034 1380430 1624604 7861193 OTHER LIABILITIES 25759 25759 9188882 9641380 -452498 156677 156677 -295821 9519109 156677 156677 9362432 -173550 -173550 9188882 9814930 173550 173550 9641380 0 9641380 Part V, Line 4: Description of Intended Use of Endowment Funds: Uses include education & outreach, principal dancer compensation, ballet master/mistress compensation, artistic director compensation and unrestricted purposes. Part X: Description of Uncertain Tax Positions Under FIN 48: Income Taxes: The Association is generally exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. The Association had no net unrelated business income for the years ended July 31, 2010 and 2009, respectively. On August 1, 2009, the Association adopted the accounting guidance on accounting for uncertainty in income taxes ("FASB ASC Topic 740-10"), which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded on the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the Association's tax positions and concluded that the Association had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Consequently, no accrual for interest and penalties was deemed necessary for the year ended July 31, 2010. The Association files income tax returns in the U.S. federal jurisdiction. With few exceptions, the Association is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2006. Part XII, Line 4b - Other Adjustments: SPECIAL EVENTS EXPENSES: -173550. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES: 173550. X X X 1 dcm telefunding 0 61715 56907 4808 61715 56907 4808 PA NJ dinner 147241 5650 141591 45565 dinner 119364 14465 104899 82336 1 103991 7754 96237 500 45149 370596 27869 342727 500 173050 173550 169177 X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SCOLAMIERO 143142 0 0 0 0 0 0 0 7807 0 150949 0 0 0 ROY KAISER 145530 0 0 0 0 0 0 0 5579 0 151109 0 0 0 X 11 338141 selling price X health & fitness club memberships 1 49720 selling price of memberships X air transportation services 1 26000 selling price of services X radio & tv advertising 2 35200 selling price of advertising X student workbooks 1 26687 cost of donated workbooks X hotel/lodging 1 7400 Cost of rooms X print advertising 1 12069 selling price of advertising 0 0 0 Form 990, Part VI, Section A, line 2 Calvin W. Schmidt, Board member, and Christa Badger Schmidt, Board member - family relationship Alice Patton, Board member, and Michael Zanolli, Board member - family relationship Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent national firm based upon information provided by the Organizations Director of Finance and Accounting Manager. It is reviewed by the Director of Finance before it is filed with the IRS. Form 990, Part VI, Section B, line 12c The office of the Executive Director in conjunction with the Nominations Committee of the Board annually distributes conflict of interest information and questionnaires to the Board of Trustees. The return of the questionnaires and trustee compliance is monitored. Form 990, Part VI, Section B, line 15 Compensation for the Executive and Artistic Directors (both officers of the Corporation per the Bylaws) is determined by an adhoc committee of the Board. Both are under 3-year contracts and the various methodologies are used in the determination of their compensation. Form 990, Part VI, Section C, line 19 the organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request through our office. Form 990, part XI, line 2c: The process has not changed from the prior year.