THE JOFFREY BALLET: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JOFFREY BALLET (EIN 36-4009741)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349306793
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T16:00:22+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364009741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOFFREY BALLET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOFF | BusinessNameControlTxt |
| Phone | 3127390120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 EAST RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG CAMERON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG CAMERON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 EAST RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,340,462 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOFFREY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE JOFFREY BALLET IS A WORLD-CLASS, CHICAGO-BASED BALLET COMPANY AND DANCE EDUCATION ORGANIZATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 61 | VotingMembersIndependentCnt |
| Total Employee | 211 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,625,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,228,313 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,446,019 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,420,542 | CYProgramServiceRevenueAmt |
| PY Investment Income | $815,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,425,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$409,732 | PYOtherRevenueAmt |
| CY Other Revenue | -$423,550 | CYOtherRevenueAmt |
| PY Total Revenue | $28,477,166 | PYTotalRevenueAmt |
| CY Total Revenue | $39,650,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $824,299 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $829,018 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,544,946 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,947,406 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,396,821 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,675,541 | PYOtherExpensesAmt |
| CY Other Expenses | $16,758,977 | CYOtherExpensesAmt |
| PY Total Expenses | $29,044,786 | PYTotalExpensesAmt |
| CY Total Expenses | $31,535,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$567,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,115,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,427,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,148,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,578,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,449,923 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,849,508 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,698,296 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE JOFFREY IS A WORLD-CLASS, CHICAGO-BASED BALLET COMPANY AND DANCE EDUCATION ORGANIZATION COMMITTED TO ARTISTIC EXCELLENCE AND INNOVATION, PRESENTING A UNIQUE REPERTOIRE ENCOMPASSING MASTERPIECES OF THE PAST AND CUTTING-EDGE WORKS. THE JOFFREY IS COMMITTED TO PROVIDING ARTS EDUCATION AND ACCESSIBLE DANCE TRAINING THROUGH ITS JOFFREY ACADEMY OF DANCE AND COMMUNITY ENGAGEMENT PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,392,705 | ExpenseAmt |
| Revenue | $14,212,932 | RevenueAmt |
| Desc | DURING THE 2024-2025 SEASON, THE COMPANY PRESENTED FOUR PROGRAMS: ATONEMENT (10 PERFORMANCES; 15,870 ATTENDEES), THE NUTCRACKER (27 PERFORMANCES INCLUDING 2 STUDENT MATINEE PERFORMANCES; 73,100 ATTENDEES), GOLDEN HOUR (10 PERFORMANCES; 14,554 ATTENDEES), AND ALICE'S ADVENTURES IN WONDERLAND (14 PERFORMANCES; 32,696 ATTENDEES). TOTAL ATTENDANCE 136,220. THE JOFFREY ALSO TOURED TO BADEN BADEN, GERMANY, COLUMBIA, SOUTH CAROLINA, AND NASHVILLE, TENNESSEE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,135,049 | ExpenseAmt |
| Grant | $528,283 | GrantAmt |
| Revenue | $3,724,959 | RevenueAmt |
| Desc | THE ACADEMY IS COMMITTED TO PROVIDING A WORLD-CLASS EDUCATION BUILT ON A FOUNDATION OF CLASSICAL BALLET TO STUDENTS OF ALL AGES, LEVELS AND BACKGROUNDS. WITH THE TALENTS CULTIVATED AT THE ACADEMY, STUDENTS CAN PURSUE CAREERS AS PROFESSIONAL DANCERS AT COMPANIES THROUGHOUT THE WORLD, HIGHER EDUCATION OPPORTUNITIES IN DANCE. THROUGH THE ACADEMY'S PROGRAMS, STUDENTS DEVELOP A DIVERSE SET OF SKILLS INCLUDING ARTISTRY, CREATIVITY, DISCIPLINE AND CONFIDENCE, AMONG OTHERS. THE ACADEMY AND COMMUNITY ENGAGEMENT PROGRAMS PROVIDE HIGH-QUALITY, EDUCATIONAL TRAINING WHICH FORM FUTURE AUDIENCES AND BUILD THE ORGANIZATION'S REPUTATION WORLDWIDE. AROUND 2,700 STUDENTS PARTICIPATED IN THE JOFFREY ACADEMY'S PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,241,623 | ExpenseAmt |
| Grant | $300,735 | GrantAmt |
| Revenue | $482,651 | RevenueAmt |
| Desc | THE PRIMARY GOAL OF THE COMMUNITY ENGAGEMENT PROGRAM IS TO PROVIDE STUDENTS IN ALL GRADE LEVELS WITH A HIGHLY STRUCTURED DANCE EXPERIENCE WHERE THEY WILL DEVELOP LIFE SKILLS ARTICULATED BY ILLINOIS STATE BOARD OF EDUCATION'S SOCIAL EMOTIONAL LEARNING (SEL) STANDARDS SUCH AS SELF-DISCIPLINE, RESPECT, AND CONFIDENCE THROUGH THE STUDY OF VARIOUS FORMS OF DANCE. IN ADDITION, THESE PROGRAMS HELP BUILD A STRONG DANCE FOUNDATION BY FOCUSING ON CORRECT POSTURE, PLACEMENT, COORDINATION, STRENGTH, FLEXIBILITY AND MUSICALITY. BY PROVIDING THIS SERVICE TO THE YOUTH, WE HOPE TO INCREASE THE LEVEL OF AWARENESS OF THIS ART FORM, AND INSTILL LIFE SKILLS THAT LAST LONG AFTER PROGRAMS END. THE COMMUNITY ENGAGEMENT PROGRAM SERVED 1,627 STUDENTS IN 30 SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,769,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 159 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 211 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 61 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARI MASSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127390120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E RANDOLPH ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANNE KAPLAN | |||||||||
| CHAIR OF THE BOARD | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY WHEATER | |||||||||
| THE MARY B. GALVIN ARTISTIC DIRECTOR | 40.0 | 0.0 | Yes (X) | Yes (X) | $539,913 | $0 | $146,696 | ||
| COURTNEY SHEA | |||||||||
| TREASURER | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL L MORRISS | |||||||||
| VICE CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG CAMERON | |||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $516,903 | $0 | $146,674 | ||
| JAMES D MCDONOUGH | |||||||||
| FIRST VICE CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORNA FERGUSON | |||||||||
| VICE CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD ALLEN | |||||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARI MASSEY | |||||||||
| CFO & DEPUTY DIRECTOR | 40.0 | 0.0 | Yes (X) | Yes (X) | $319,938 | $0 | $84,813 | ||
| ADAM DEWITT | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AMBASSADOR RAHM EMANUEL | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNIE ATZEFF | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA E REED | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARRY LITWIN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRENDAN FERNANDES | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE SAGAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHIP FLANNAGAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK SMITH | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| COCO MEERS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANA HOKIN GARVEY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANE PATIENCE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONNA M LAPIETRA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELVA RUBIO | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC C SCHIEBER MD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FARISSA KNOX | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREG JENKINS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GUY LAKONISHOK | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ILDEFONSO ALVIM DE ABREU E SILVA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE-CLARE FLAHERTY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JASON KALAJAINEN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY C RUBENSTEIN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRILYN M HOFFMANN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JESS MERTEN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JILL GARLING | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM KIRK | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOEL V WILLIAMSON | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIANA FORD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LASHANA JACKSON | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA CHAPLKI HARRIS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LIZ SHARP | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LYNDA SUE LANE MD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARC DEMOSS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARCIE LAPE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK GIRAGOSIAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARRGWEN TOWNSEND | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO BASLER | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY ROSE ALEXANDER | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LARSEN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICHELLE HUGHLEY MAYBERRY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OFELIA CASILLAS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELLA ROLAND DEVOS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK M GALLAGHER JR JR | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATTI S EYLAR | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATTY PERKINS ANDRINGA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MCDONALD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S HOLSON III | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RITA SPITZ | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROGER DEROMEDI | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SANDI HARTSTEIN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SARAH WILLS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY MACARTHUR FARLEY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN B NOYES | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN G OLEARI | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TED ACOSTA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN G SMITH | |||||||||
| CHIEF ADVANCEMENT OFFICER | 40.0 | 0.0 | $254,916 | $0 | $35,112 | Yes (X) | |||
| BRADLEY RENNER | |||||||||
| DIRECTOR OF DEVELOPMENT (THRU 09/2024) | 40.0 | 0.0 | $149,808 | $0 | $13,219 | Yes (X) | |||
| GEE HOON LIM | |||||||||
| DIRECTOR OF FINANCE | 40.0 | 0.0 | $139,087 | $0 | $12,708 | Yes (X) | |||
| PAUL KEY | |||||||||
| DIRECTOR OF TECHNOLOGY | 40.0 | 0.0 | $131,044 | $0 | $23,152 | Yes (X) | |||
| SARAH VENUTI YATES | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.0 | 0.0 | $146,879 | $0 | $7,525 | Yes (X) | |||
| SUZANNE LOPEZ | |||||||||
| ABBOTT ACADEMY DIRECTOR | 40.0 | 0.0 | $150,066 | $0 | $7,088 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,348,554 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $476,987 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| LYRIC OPERA OF CHICAGO | ||||||||||
| 20 N UPPER WACKER DR | CHICAGO | IL | 60606 | THEATRE SERVICES | $3,569,351 | |||||
| ALLIED ADVERTISING LIMITED PARTNERSHIP | ||||||||||
| PO BOX 845382 | BOSTON | MA | 02284 | MARKETING | $1,538,381 | |||||
| CHICAGO PHILHARMONIC SOCIETY | ||||||||||
| 410 S LASALLE ST STE 1600-J | CHICAGO | IL | 60605 | ORCHESTRA | $993,472 | |||||
| OPERNHAUS ZURICH | ||||||||||
| CO PRODUCTION | $325,000 | Falkenstrasse 1 | Zurich | SZ | 8008 | |||||
| KARTEMQUIN EDUCATIONAL FILMS | ||||||||||
| 1757 N Kimball Ave | Chicago | IL | 60647 | FILM PRODUCTION | $292,000 | 103A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $63,875 | MembershipDuesAmt |
| Fundraising | $2,618,029 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $247,275 | GovernmentGrantsAmt |
| All Other Contributions | $17,299,134 | AllOtherContributionsAmt |
| Noncash Contributions | $6,915,758 | NoncashContributionsAmt |
| Total Contributions | $20,228,313 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE SERVICES | 900099 | $14,212,932 | $14,212,932 |
| ACADEMY REVENUE | 900099 | $3,724,959 | $3,724,959 |
| COMMUNITY ENGAGEMENTS | 900099 | $482,651 | $482,651 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,420,542 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,382,012 | TotalRevenueColumnAmt |
| Exclusion | $1,382,012 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,853,415 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,810,235 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,180 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,180 | TotalRevenueColumnAmt |
| Exclusion | $43,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $257,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,618,029 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $671,498 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$414,398 | TotalRevenueColumnAmt |
| Exclusion | -$414,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $7,700 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $9,995 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,295 | TotalRevenueColumnAmt |
| Exclusion | -$2,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $191,380 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $198,237 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,857 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,650,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,413,685 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,008,499 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,305 | TotalAmt |
| Program Services | $40,305 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,713 | TotalAmt |
| Program Services | $788,713 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,168,142 | TotalAmt |
| Program Services | $914,774 | ProgramServicesAmt |
| Management And General | $762,872 | ManagementAndGeneralAmt |
| Fundraising | $490,496 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,009,258 | TotalAmt |
| Program Services | $7,237,212 | ProgramServicesAmt |
| Management And General | $923,003 | ManagementAndGeneralAmt |
| Fundraising | $849,043 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,834 | TotalAmt |
| Program Services | $512,502 | ProgramServicesAmt |
| Management And General | $26,992 | ManagementAndGeneralAmt |
| Fundraising | $16,340 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364,684 | TotalAmt |
| Program Services | $1,216,694 | ProgramServicesAmt |
| Management And General | $84,143 | ManagementAndGeneralAmt |
| Fundraising | $63,847 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,488 | TotalAmt |
| Program Services | $702,037 | ProgramServicesAmt |
| Management And General | $59,115 | ManagementAndGeneralAmt |
| Fundraising | $88,336 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,891 | TotalAmt |
| Program Services | $30,891 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,236 | TotalAmt |
| Management And General | $124,236 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,932 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $87,932 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,451 | TotalAmt |
| Program Services | $778,815 | ProgramServicesAmt |
| Management And General | $16,363 | ManagementAndGeneralAmt |
| Fundraising | $211,273 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412,390 | TotalAmt |
| Program Services | $2,353,258 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $59,132 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,826 | TotalAmt |
| Program Services | $47,913 | ProgramServicesAmt |
| Management And General | $6,119 | ManagementAndGeneralAmt |
| Fundraising | $47,794 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,807 | TotalAmt |
| Program Services | $274,916 | ProgramServicesAmt |
| Management And General | $44,085 | ManagementAndGeneralAmt |
| Fundraising | $68,806 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,448 | TotalAmt |
| Program Services | $704,448 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,568,648 | TotalAmt |
| Program Services | $2,486,451 | ProgramServicesAmt |
| Management And General | $46,991 | ManagementAndGeneralAmt |
| Fundraising | $35,206 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,448 | TotalAmt |
| Program Services | $751,664 | ProgramServicesAmt |
| Management And General | $32,668 | ManagementAndGeneralAmt |
| Fundraising | $65,116 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,427 | TotalAmt |
| Program Services | $37,989 | ProgramServicesAmt |
| Management And General | $50,773 | ManagementAndGeneralAmt |
| Fundraising | $45,665 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,957 | TotalAmt |
| Program Services | $171,067 | ProgramServicesAmt |
| Management And General | $890 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,559 | TotalAmt |
| Program Services | $1,005,934 | ProgramServicesAmt |
| Management And General | $78,672 | ManagementAndGeneralAmt |
| Fundraising | $61,953 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,169 | TotalAmt |
| Program Services | $212,208 | ProgramServicesAmt |
| Management And General | $17,321 | ManagementAndGeneralAmt |
| Fundraising | $13,640 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION SERVICES | $4,221,438 | $4,221,438 | ||
| ORCHESTRA | $1,400,437 | $1,400,437 | ||
| CREDIT CARD AND BANK FEES | $402,113 | $391,192 | $1,861 | $9,060 |
| INSTRCUTOR FEES | $304,293 | $304,293 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,507 | TotalAmt |
| Program Services | $184,226 | ProgramServicesAmt |
| Management And General | $5,167 | ManagementAndGeneralAmt |
| Fundraising | $271,114 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,535,401 | TotalAmt |
| Program Services | $26,769,377 | ProgramServicesAmt |
| Management And General | $2,369,203 | ManagementAndGeneralAmt |
| Fundraising | $2,396,821 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,462,020 | BOYAmt |
| EOY | $1,453,541 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,965 | BOYAmt |
| EOY | $2,086,658 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,231,852 | BOYAmt |
| EOY | $6,235,246 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,805 | BOYAmt |
| EOY | $241,063 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,268 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,579 | BOYAmt |
| EOY | $943,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,697,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,620,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,461,281 | BOYAmt |
| EOY | $21,076,607 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,293,638 | BOYAmt |
| EOY | $31,889,444 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,179 | BOYAmt |
| EOY | $21,245 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,542 | BOYAmt |
| EOY | $177,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,427,861 | BOYAmt |
| EOY | $64,148,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,678 | BOYAmt |
| EOY | $2,047,045 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,428 | BOYAmt |
| EOY | $3,048,784 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,000 | BOYAmt |
| EOY | $3,331,925 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,247 | BOYAmt |
| EOY | $22,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,578,353 | BOYAmt |
| EOY | $8,449,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,932,566 | BOYAmt |
| EOY | $22,408,632 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,916,942 | BOYAmt |
| EOY | $33,289,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,849,508 | BOYAmt |
| EOY | $55,698,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,427,861 | BOYAmt |
| EOY | $64,148,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,115,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,753,692 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$20,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,956,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,649,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,692,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,625,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,228,313 | CurrentTaxYearAmt |
| Total | $72,153,254 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,956,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,649,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,692,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,625,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,228,313 | CurrentTaxYearAmt |
| Total | $72,153,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,297,508 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,855,746 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $618,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $593,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $682,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,382,012 | CurrentTaxYearAmt |
| Total | $3,293,519 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,333,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,037,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,484,360 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,364,382 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81121 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84475 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 | Employee Retention Credit |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - EMPLOYEE RETENTION CREDIT, COLUMN A - 1333005.0, COLUMN B - 704582.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 2037587.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,751,866 | BeginningYearBalanceAmt |
| Contributions | $6,188,848 | ContributionsAmt |
| Investment Earnings Or Losses | $2,509,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,859 | GrantsOrScholarshipsAmt |
| Other Expenditures | $587,411 | OtherExpendituresAmt |
| Administrative Expenses | $69,599 | AdministrativeExpensesAmt |
| End Year Balance | $24,743,810 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,329,973 | BeginningYearBalanceAmt |
| Contributions | $600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,378,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $513,678 | OtherExpendituresAmt |
| Administrative Expenses | $42,446 | AdministrativeExpensesAmt |
| End Year Balance | $16,751,866 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,179,372 | BeginningYearBalanceAmt |
| Contributions | $2,305,251 | ContributionsAmt |
| Investment Earnings Or Losses | $1,287,894 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $442,544 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $14,329,973 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,146,164 | BeginningYearBalanceAmt |
| Contributions | $1,763,594 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,313,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $416,512 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,179,372 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,999,109 | BeginningYearBalanceAmt |
| Contributions | $607,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,714,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $174,023 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,146,164 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,618,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,952,188 | DepreciationAmt |
| Book Value | $14,666,036 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,748,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $430,299 | DepreciationAmt |
| Book Value | $2,318,617 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,517,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,238,343 | DepreciationAmt |
| Book Value | $1,278,886 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,513,068 | OtherCostOrOtherBasisAmt |
| Book Value | $1,513,068 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,076,607 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Lease Liability | $22,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,169 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $42,109,643 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,753,691 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $652,997 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$729,345 | OtherRevenueAmt |
| Revenue Not Reported | $1,677,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,432,300 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $87,932 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$869,735 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$781,803 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,650,497 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,260,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $672,997 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $869,735 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,542,732 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,718,124 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $87,932 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $729,345 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $817,277 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,535,401 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | EARNINGS ON THE ENDOWMENT FUND SHALL BE HELD FOR THE CREATION, PRODUCTION, AND PERFORMANCE OF FULL LENGTH STORY BALLETS, FUND THE MARY B. GALVIN ARTISTIC DIRECTOR POSITION, FUND THE ABBOTT ACADEMY DIRECTOR POSITION, FUND THE COMMUNITY ENGAGEMENT BRIDGE PROGRAM, AND FUND SCHOLARSHIPS FOR STUDENTS IN OUR ACADEMY. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | ACADEMY GRANTS - -428610 COMMUNITY ENGAGEMENT GRANTS - -300735 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | SPECIAL EVENTS DIRECT EXPENSES - -671498 INVENTORY DIRECT EXPENSES - -198237 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | SPECIAL EVENTS DIRECT EXPENSES - 671498 INVENTORY DIRECT EXPENSES - 198237 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | ACADEMY GRANTS - 428610 COMMUNIT ENGAGEMENT GRANTS - 300735 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | THREE TOURING PERFORMANCES IN BADEN BADEN, GERMANY | SpecificServicesProvidedTxt |
| Region Total Expenditures | $336,983 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $336,983 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $336,983 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual |
| Schedule F, Part V Part I, line 3, column (f) | $336,983 in expenditure |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $2,727,509 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,502,509 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $225,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,089 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $264,457 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $52,243 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $266,855 | OtherDirectExpensesEvent1Amt |
| Event2 | LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $147,620 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $115,520 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $32,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $900 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $35,915 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $37,539 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $2,875,129 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,618,029 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $257,100 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,989 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $300,372 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,743 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $304,394 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $671,498 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$414,398 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chicago Public Schools | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 W Madison St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 366005821 | RecipientEIN |
| IRC Section | GOV'T | IRCSectionDesc |
| Cash Grant | $40,305 | CashGrantAmt |
| Purpose Of Grant | COST WAIVERS FOR COMMUNITY ENGAGEMENT PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COMMUNITY ENGAGEMENT TUITION WAIVER | 408 | $260,430 |
| ACADEMY TUITION SCHOLARSHIP | 108 | $428,610 |
| STIPEND | 11 | $43,500 |
| HOUSING SCHOLARSHIP | 11 | $51,242 |
| BALLET ATTIRE | 11 | $4,931 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE JOFFREY BALLET PROVIDES TUITION SCHOLARSHIPS TO A LIMITED NUMBER OF STUDENTS BASED ON ARTISTIC MERIT AND/OR FINANCIAL NEED. THE STUDENTS ARE EVALUATED THROUGHOUT THE DURATION OF THE SCHOLARSHIP. THE ORGANIZATION ALSO PAYS HOUSING COSTS DIRECTLY TO THE HOUSING MANAGEMENT COMPANY ON BEHALF OF ELEVEN STUDENTS. THE ORGANIZATION PAYS FOR COVERED BALLET ATTIRE AND PROVIDES MONTHLY LIVING STIPENDS TO ELEVEN STUDIO COMPANY STUDENTS. THE JOFFREY WAIVES A PORTION OF THE COMMUNITY ENGAGEMENT PROGRAM COST TO CHICAGO PUBLIC SCHOOLS. THE JOFFREY PROVIDES TUITION WAIVERS FOR SELECT STUDENTS TO PARTICIPATE IN COMMUNITY ENGAGEMENT PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHLEY WHEATER | ||||||||||||||
| THE MARY B. GALVIN ARTISTIC DIRECTOR | $509,913 | $0 | $30,000 | $0 | $0 | $0 | $135,350 | $0 | $11,346 | $0 | $686,609 | $0 | $0 | $0 |
| GREG CAMERON | ||||||||||||||
| PRESIDENT AND CEO | $482,949 | $0 | $30,000 | $0 | $3,954 | $0 | $135,350 | $0 | $11,324 | $0 | $663,577 | $0 | $0 | $0 |
| SHARI MASSEY | ||||||||||||||
| CFO & DEPUTY DIRECTOR | $268,271 | $0 | $51,667 | $0 | $0 | $0 | $60,060 | $0 | $24,753 | $0 | $404,751 | $0 | $0 | $0 |
| BRIAN G SMITH | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $244,916 | $0 | $10,000 | $0 | $0 | $0 | $26,244 | $0 | $8,868 | $0 | $290,028 | $0 | $0 | $0 |
| SUZANNE LOPEZ | ||||||||||||||
| ABBOTT ACADEMY DIRECTOR | $140,066 | $0 | $10,000 | $0 | $0 | $0 | $2,600 | $0 | $4,488 | $0 | $157,154 | $0 | $0 | $0 |
| SARAH VENUTI YATES | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $136,879 | $0 | $10,000 | $0 | $0 | $0 | $4,463 | $0 | $3,062 | $0 | $154,404 | $0 | $0 | $0 |
| GEE HOON LIM | ||||||||||||||
| DIRECTOR OF FINANCE | $134,087 | $0 | $5,000 | $0 | $0 | $0 | $4,225 | $0 | $8,483 | $0 | $151,795 | $0 | $0 | $0 |
| PAUL KEY | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $126,044 | $0 | $5,000 | $0 | $0 | $0 | $4,225 | $0 | $18,927 | $0 | $154,196 | $0 | $0 | $0 |
| BRADLEY RENNER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT (THRU 09/2024) | $128,732 | $0 | $10,000 | $0 | $11,076 | $0 | $4,567 | $0 | $8,652 | $0 | $163,027 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | IN FISCAL YEAR 2025, THREE DOMESTIC FIRST CLASS FLIGHT TICKETS WERE PURCHASED FOR ASHLEY WHEATER, MARY B. GALVIN ARTISTC DIRECTOR, FOR BUSINESS TRIP PURPOSES, AS BUSINESS CLASS SEATS STIPULATED IN THE EMPLOYEE'S EMPLOYMENT CONTRACT WERE NOT AVAILABLE. |
| Schedule J, Part I, Line 1a Travel for companions | IN DECEMBER 2023, THE JOFFREY BALLET PAID FOR A FLIGHT TICKET FOR A FAMILY MEMBER OF GREG CAMERON, PRESIDENT AND CEO, TO ACCOMPANY THE EMPLOYEE ON A BUSINESS TRIP. THIS EXPENSE WAS APPROVED BY THE JOFFREY BALLET BOARD CHAIR. THE VALUE OF THE FAMILY MEMBER'S FLIGHT TICKET WAS INCLUDED AS INCOME IN THE EMPLOYEE'S CALENDAR YEAR 2024 W-2 FORM. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | FOR GREG CAMERON, PRESIDENT AND CEO, THE PORTION OF HIS MEMBERSHIP DUES FOR PERSONAL USE AND PROVIDED TRAVEL FOR COMPANION FROM PREVIOUS FISCAL YEAR WAS INCLUDED AS TAXABLE INCOME ON HIS CALENDAR YEAR 2024 W-2 FORM. THIS AMOUNT WAS GROSSED UP TO ACCOUNT FOR PAYROLL TAXES, PER APPROVAL BY THE BOARD CHAIR. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | GREG CAMERON, PRESIDENT AND CEO, HAS A MEMBERSHIP TO THE ARTS CLUB OF CHICAGO, THE SOHO HOUSE, AND THE UNIVERSITY CLUB OF CHICAGO DURING THE YEAR ENDING JUNE 30, 2025. THESE MEMBERSHIPS WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE JOFFREY BALLET BOARD OF DIRECTORS. THESE ARE MAINLY USED FOR BUSINESS PURPOSES AND TREATED AS BUSINESS EXPENSES OF THE JOFFREY BALLET AND ARE THEREFORE NONTAXABLE. A PORTION OF THE MEMBERSHIP DUES FOR PERSONAL USE WAS INCLUDED AS INCOME IN THE EMPLOYEE'S W-2 FORM. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: - ASHLEY C. WHEATER - GREG CAMERON - SHARI MASSEY - BRIAN G. SMITH |
| Schedule J, Part I, Line 7 Non-fixed payments | AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES ARE RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,753,742 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event Catering | 33 | $152,021 | Selling cost |
| Yes (X) | Gaming Prizes | 6 | $9,995 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Other - Event Catering Number of contributions Securities - Publicly traded - Number of contributions Other - Gaming Prizes Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | ADAM DEWITT AND SANDI HARTSTEIN - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE BOARD OF DIRECTORS RETAINS THE SERVICES OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO ACT AS EXTERNAL AUDITORS AND TO REVIEW THE ORGANIZATION'S FORM 990. THE AUDIT AND RISK COMMITTEE REVIEWS THE FORM 990 BEFORE FILING. ADDITIONALLY, THE FINAL RETURN IS PROVIDED TO THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO ITS FILING. BOTH THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS ARE PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE FINAL RETURN AND ASK QUESTIONS PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE JOFFREY BALLET HAS A WRITTEN CONFLICT-OF-INTEREST POLICY. OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE BEEN REQUESTED TO COMPLETE AN ANNUAL QUESTIONNAIRE AND DISCLOSE: INDEPENDENCE; ANY FAMILY BUSINESS AND BUSINESS RELATIONSHIPS WITH ANY OTHER JOFFREY OFFICER, DIRECTOR, TRUSTEE OR JOFFREY KEY EMPLOYEE; AND ANY CONFLICTS OF INTEREST. THE RESPONSES ARE COMPILED BY THE CHIEF FINANCIAL OFFICER AND THE RESULTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD AND REPORTED TO THE EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION OF THE ARTISTIC DIRECTOR AND THE PRESIDENT AND CEO ARE DOCUMENTED IN A MUTUALLY SIGNED EMPLOYMENT CONTRACT. THE COMPENSATION PER THE CONTRACT WAS DETERMINED THROUGH A FULL REVIEW BY A COMPENSATION COMMITTEE OF THE BOARD APPOINTED BY THE EXECUTIVE COMMITTEE. AN ANNUAL REVIEW IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE SALARY AND OTHER BENEFITS OF THE ARTISTIC DIRECTOR, PRESIDENT AND CEO, AND KEY EMPLOYEES. THIS ANNUAL REVIEW INCLUDES BENCHMARKING OF COMPARABLE POSITIONS IN SIMILARLY-SIZED PERFORMING ARTS ORGANIZATIONS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE JOFFREY BALLET MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, AND HAS COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE IN ITS BUSINESS OFFICE. SAID DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
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