2026-05-15T12:32:58-05:00 2025-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-07-01 210732575 PRINCETON BALLET SOCIETY PRIN 7322491254 301 N HARRISON ST PRINCETON NJ 08540 JULIE D HENCH EXECUTIVE DIRECTOR 7322491254 2026-05-15 1 1 FREDERICK MARTENS P00298107 2126972299 2024 2025-03-06 01:10:19Z X AMERICAN REPERTORY BALLET JULIE D HENCH 301 N HARRISON ST PRINCETON NJ 08540 5930601 0 X WWW.ARBALLET.ORG X 1954 NJ PRINCETON BALLET SOCIETY'S MISSION IS TO NURTURE A LIFELONG LOVE OF DANCE AND LIFT THE COLLECTIVE SPIRIT THROUGH EXCELLENT, RELEVANT, AND ACCESSIBLE ARTISTIC AND EDUCATIONAL PROGRAMS, WITH A FOCUS ON CLASSICAL BALLET. 19 19 128 34 0 0 1591923 2985993 2848531 2686519 13583 15535 160759 3101 4614796 5691148 274070 331020 0 0 2575287 2449743 0 0 229448 2248069 2238677 5097426 5019440 -482630 671708 5158332 5352813 4437151 3928061 721181 1424752 X PRINCETON BALLET SOCIETY'S MISSION IS TO NURTURE A LIFELONG LOVE OF DANCE AND LIFT THE COLLECTIVE SPIRIT THROUGH EXCELLENT, RELEVANT, AND ACCESSIBLE ARTISTIC AND EDUCATIONAL PROGRAMS, WITH A FOCUS ON CLASSICAL BALLET. 0 0 1650781 331020 1939239 PRINCETON BALLET SCHOOL HAS GAINED A NATIONAL REPUTATION FOR ITS EXCELLENT DANCE TRAINING SINCE ITS FOUNDING IN 1954 BY AUDRE ESTEY. PRINCETON BALLET SCHOOL CURRENTLY ENROLLS APPROXIMATELY 600 STUDENTS ANNUALLY FROM AGE THREE THROUGH ADULT AT STUDIOS IN CRANBURY, NEW BRUNSWICK, AND PRINCETON. ALL BALLET CLASSES ARE OFFERED WITH LIVE PIANO ACCOMPANIMENT. MANY OF PRINCETON BALLET SCHOOL'S FACULTY MEMBERS HAVE PERFORMED PROFESSIONALLY; OTHERS HAVE ATTAINED GRADUATE DEGREES IN DANCE EDUCATION AND HAVE WON AWARDS FOR THEIR TEACHING. STUDENTS FROM THE SCHOOL HAVE GONE ON TO DANCE ON BROADWAY AND IN PROFESSIONAL BALLET AND CONTEMPORARY DANCE COMPANIES IN THE U.S. AND ABROAD. GRADUATES HAVE DANCED WITH SUCH DIVERSE ORGANIZATIONS AS THE AMERICAN BALLET THEATRE, NEW YORK CITY BALLET, PAUL TAYLOR DANCE COMPANY, MIAMI CITY BALLET, STREB, MOMIX, COMPLEXIONS, MARK MORRIS DANCE COMPANY, TWYLA THARP DANCE, HUBBARD STREET DANCE CHICAGO, PITTSBURGH BALLET THEATRE, NEW YORK THEATRE BALLET, OREGON BALLET THEATRE, BALLET MET COLUMBUS, AND AMERICAN REPERTORY BALLET. 2085890 589300 AMERICAN REPERTORY BALLET (ARB) IS NEW JERSEY'S PREEMINENT PROFESSIONAL BALLET COMPANY, PRESENTING CLASSICAL AND CONTEMPORARY WORKS TO ENGAGE AND INSPIRE AUDIENCES. FOUNDED IN 1963 AS PART OF THE PRINCETON BALLET SOCIETY, ARB HAS BEEN DESIGNATED A "MAJOR ARTS INSTITUTION" BY THE NEW JERSEY STATE COUNCIL ON THE ARTS. THE COMPANY HAS ALSO BEEN AWARDED A CITATION OF EXCELLENCE BY THE COUNCIL, AND FREQUENTLY VOTED THE JERSEY ARTS PEOPLE'S CHOICE AWARD FOR "FAVORITE DANCE COMPANY." ARB IS LED BY A WORLD-CLASS LEADERSHIP TEAM INCLUDING SAMANTHA DUNSTER, ETHAN STIEFEL, AND GILLIAN MURPHY. TOGETHER, THEY ARE SHEPHERDING ARB INTO A NEW ERA OF ARTISTIC EXCELLENCE, FUSING STRONG CLASSICAL TECHNIQUE WITH A FRESH CONTEMPORARY APPROACH. ARB DANCERS HAIL FROM THE UNITED STATES, ITALY, JAPAN, FRANCE, BRAZIL, AND MORE, SHARING THEIR UNIQUE TRAINING AND INFLUENCES TO CREATE A DYNAMIC AND VISIONARY TEAM OF ARTISTS. ARB2, AMERICAN REPERTORY BALLET'S SECOND COMPANY, IS A DEVELOPMENT COMPANY FOR TALENTED YOUNG DANCERS. THE MISSION OF ARB2 IS TO ADVANCE THE NEXT GENERATION OF ARTISTS AND ENSURE THAT THESE TALENTED YOUNG DANCERS ARE READY FOR THE NEXT STEP IN THEIR CAREERS. DANCERS IN ARB2 WORK DIRECTLY WITH THE MAIN COMPANY ON A DAILY BASIS, TRAINING, REHEARSING AND FREQUENTLY PERFORMING WITH THE PROFESSIONAL COMPANY. 460867 157980 ARB'S ACCESS & ENRICHMENT PROGRAMS ARE MULTI-FACETED ENGAGEMENT EFFORTS, SUCH AS IN-SCHOOL RESIDENCIES, COMMUNITY EVENTS, STUDENT MATINEE PERFORMANCES, AND SPECIALLY DESIGNED CLASS OFFERINGS, SUCH AS DANCE FOR PARKINSON'S CLASSES FOR PEOPLE WITH PARKINSON'S DISEASE AND THEIR CAREGIVERS. EACH YEAR, ARB ENGAGES APPROXIMATELY 10,000 CHILDREN AND FAMILIES OF VARYING AGES, ETHNIC AND SOCIO-ECONOMIC BACKGROUNDS THROUGH ITS ACCESS & ENRICHMENT PROGRAMS. ARB'S FLAGSHIP RESIDENCY PROGRAM, DANCE POWER IS THE LONGEST CONTINUOUSLY RUNNING COMMUNITY AND ARTS PARTNERSHIP IN THE STATE, SERVING NEARLY 800 NEW BRUNSWICK STUDENTS EACH YEAR. ALL 3RD GRADE STUDENTS IN NEW BRUNSWICK HAVE DANCE POWER INCORPORATED INTO THEIR PHYSICAL EDUCATION CLASS FOR 20 WEEKS. AT THE END OF THE RESIDENCY, 40 SCHOLARSHIPS ARE PRESENTED TO STUDENTS SO THEY CAN CONTINUE DANCING AT PRINCETON BALLET SCHOOL FROM 4TH GRADE THROUGH THEIR SENIOR YEAR OF HIGH SCHOOL ON FULL TUITION SCHOLARSHIP, BECOMING DANCE POWER SCHOLARS. OVER 50,000 PUBLIC SCHOOL STUDENTS IN THE NEW BRUNSWICK AREA HAVE REAPED THE REWARDS OF DANCE EDUCATION THROUGH THIS ACCLAIMED PROGRAM SINCE ITS INCEPTION IN 1986.FOUNDED BY DR. PENELOPE LATTIMER IN COLLABORATION WITH AMERICAN REPERTORY BALLET AND THE NEW BRUNSWICK BOARD OF EDUCATION, THE DANCE POWER CURRICULUM WAS ORIGINALLY WRITTEN BY A COMMITTEE OF DANCE EDUCATORS AND NEW BRUNSWICK SCHOOL ADMINISTRATORS, AND IT REMAINS A WORKING DOCUMENT THAT IS UPDATED REGULARLY TO MEET AND EXCEED THE NEW JERSEY STUDENT LEARNING STANDARDS FOR THE VISUAL AND PERFORMING ARTS. AT THE END OF EACH ACADEMIC YEAR, STUDENTS ARE INVITED TO SHOWCASE THEIR NEW SKILLS FOR FRIENDS AND FAMILY IN A CULMINATING PERFORMANCE. THIS FINAL PERFORMANCE, CALLED WAITING INTHE WINGS, IS HIGHLY-ANTICIPATED AND SERVES AS A POWERFUL VISUAL REMINDER OF THE PROGRAM'S IMPACT ON THE LOCAL COMMUNITY. OTHER PROGRAMS HAVE BEEN CREATED AS SUPPLEMENTS TO AND ADAPTATIONS OF DANCE POWER. THESE INITIATIVES INCLUDE DANCE POWER SUMMER CAMP, HIP HOP REVOLUTION (MAKING CONNECTIONS BETWEEN BALLET TECHNIQUE AND OTHER DANCE FORMS, SUCH AS HIP HOP), AND DANCE POWER LIMITLESS (DESIGNED SPECIFICALLY FOR STUDENTS WITH DISABILITIES). IN 2021, DANCE POWER RECEIVED THE DISTINCTION IN DANCE AWARD FROM THE DANCE STUDIES ASSOCIATION. THE ASSOCIATION CITED THE PROGRAM'S IMPRESSIVE REACH, QUALITY, AND IMPACT ON THE FIELD OF DANCE STUDIES. 4197538 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 128 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X THE ORGANIZATION 7322491254 301 N HARRISON ST PRINCETON NJ 08540 DAPHNE D JONES BOARD CHAIR 1.00 X X 0 0 0 KENNETH FREDEEN VICE CHAIR 1.00 X X 0 0 0 RONALD BLAKE TREASURER 1.00 X X 0 0 0 AKIRA BELL TRUSTEE 1.00 X 0 0 0 BRANNAN O BERMAN TRUSTEE 1.00 X 0 0 0 KRISTINE BROWN TRUSTEE 1.00 X 0 0 0 SUSAN CROLL TRUSTEE 1.00 X 0 0 0 MAGRIELLE EISEN TRUSTEE 1.00 X 0 0 0 PETER GERRY TRUSTEE 1.00 X 0 0 0 MEGHAN GRAINER TRUSTEE 1.00 X 0 0 0 BARBARA SUE HOWARD TRUSTEE 1.00 X 0 0 0 PENELOPE LATTIMER TRUSTEE 1.00 X 0 0 0 NANCY MACMILLAN TRUSTEE 1.00 X 0 0 0 MELISSA MARSCHNER TRUSTEE 1.00 X 0 0 0 JOAN BARRY MCCORMICK TRUSTEE 1.00 X 0 0 0 CHARLES METCALF TRUSTEE 1.00 X 0 0 0 MARGARET RUTTENBERG TRUSTEE 1.00 X 0 0 0 JANE SILVERMAN TRUSTEE 1.00 X 0 0 0 JOEL STUDEBAKER TRUSTEE 1.00 X 0 0 0 JULIE D HENCH EXECUTIVE DIRECTOR 40.00 X 90113 0 37941 90113 0 37941 0 0 0 0 0 118973 658240 2208780 2985993 SCHOOL TUITION 611600 1939239 1939239 PERFORMANCE 711120 589300 589300 EDUCATION/OUTREACH 900099 157980 157980 2686519 15699 15699 193603 193767 -164 -164 -164 45686 118973 45686 0 MISCELLANEOUS REVENUE 900099 3101 3101 3101 5691148 2686519 0 18636 331020 331020 156091 99544 40938 15609 1885161 1701777 38234 145150 149734 133537 5286 10911 258757 228508 9976 20273 30755 30755 27395 27395 4455 4455 293186 197310 90552 5324 294306 138483 149750 6073 685121 679082 6039 30804 29858 847 99 38056 8401 29655 152525 64181 88344 34075 22490 11585 TECHNICAL AND PRODUCTIO 454901 449102 5799 OTHER OPERATING EXPENSE 176008 101973 53825 20210 EQUIPMENT, NON CAPITAL 11012 11012 SUPPLIES AND MATERIAL 6078 1260 4818 5019440 4197538 592454 229448 31788 45022 12103 0 529452 136394 59699 17726 52872 55311 2850370 1600360 1242000 1250010 464279 1395128 17207 11308 2748932 2441914 5158332 5352813 150704 93481 506745 478453 100000 100000 371789 339688 405390 402750 2902523 2513689 4437151 3928061 X 548362 292329 172819 1132423 721181 1424752 5158332 5352813 671708 31863 0 X 0 1 X 1 0 X 1849099 2608191 1815494 1591923 2985993 10850700 1379390 2003265 2637753 2848531 2686519 11555458 3228489 4611456 4453247 4440454 5672512 22406158 253189 253189 0 253189 253189 22152969 2407 29890 30704 12425 15699 91125 2407 29890 30704 12425 15699 91125 307 2656 40495 22245 3101 68804 3231203 4644002 4524446 4475124 5691312 22566087 0.98170 0.99270 0.00400 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122819 1000000 17255 17255 1122819 122819 25631 25631 122819 122819 24093 24093 122819 122819 24093 24093 122819 122819 48402 48402 122819 0.00000 1.00000 0.00000 0 0 56100 56100 1010011 524433 485578 951290 706643 244647 772982 327486 445496 59987 41798 18189 1250010 OPERATING LEASE RIGHT-OF-USE ASSET 2407576 SECURITY DEPOSIT 34338 2441914 OPERATING LEASE LIABILITY 2513689 2513689 5394365 31863 6829 -331020 -292328 5686693 4455 4455 5691148 4690794 6829 6829 4683965 4455 331020 335475 5019440 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE REQUIRED TO BE INVESTED IN PERPETUITY; THE INCOME IS EXPENDABLE TO SUPPORT GENERAL OPERATING ACTIVITIES AND SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION SCHOLARSHIPS NET WITH REVENUE IN AUDITED FINANCIAL STATEMENTS -331,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION SCHOLARSHIPS NET WITH REVENUE IN AUDITED FINANCIAL STATEMENTS 331,020. ANNUAL GALA 164659 118973 45686 4155 22118 19413 0 0 0 164659 118973 45686 4155 22118 19413 45686 0 1 STUDENT SCHOLARSHIP 148 331020 ACTUAL AMOUNT OF TUITION REDUCTION SCHOLARSHIP FOR TUITION PART I, LINE 2: FINANCIAL AID AND MERIT-BASED SCHOLARSHIPS ARE AWARDED TO STUDENTS ENROLLED IN THE PRINCETON BALLET SCHOOL. TUITION IS REDUCED BASED ON THE AMOUNT OF AID OR SCHOLARSHIP AWARDED. NO CASH SCHOLARSHIPS ARE DISTRIBUTED. FINANCIAL AID IS AWARDED BASED ON THE DEMONSTRATED FINACIAL NEED OF THE STUDENT AND MERIT BASED AWARDS ARE GRANTED BASED ON STUDENT PERFORMANCE. NANCY MACMILLAN BOARD MEMBER WORKING CAPITAL X 100000 100000 0 1 0 100000 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS FORM 990, AND A COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS PROVIDED TO EVERY NEW TRUSTEE UPON ARRIVAL. THE POLICY IS THEN RE-PRESENTED TO EACH TRUSTEE ANNUALLY AND AN AFFIRMATION OF THE TRUSTEE'S COMPLIANCE MUST BE SIGNED, DATED, AND DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICERS. UPON RECEIPT, THAT SIGNED AND DATED AFFIRMATION IS RETAINED IN THE ADMINISTRATIVE OFFICES. THE POLICY REQUIRES EACH TRUSTEE TO RAISE THE ISSUE WHENEVER S/HE BELIEVES IT NEEDS TO BE RAISED. THIS TOPIC ARISES INFREQUENTLY DURING BOARD COMMITTEE MEETINGS. WHENEVER THE TOPIC IS RAISED, IT IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY WHEN IT REVIEWS THE PROPOSED BUDGET FOR THE UPCOMING FISCAL YEAR. THE APPROVAL OF THE EXECUTIVE DIRECTOR SALARY IS DOCUMENTED IN THE MINUTES. THE BOARD PERIODICALLY REVIEWS EXECUTIVE COMPENSATION TO SIMILAR ORGANIZATIONS IN AREAS WITH A SIMILAR COST OF LIVING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE FOR REVIEW UPON REQUEST.