2024-04-10T12:15:04-05:00 2023-06-30 731185089 ARLEDGE & ASSOCIATES PC 7100 N CLASSEN BLVD STE 200 OKLAHOMA CITY OK 73116 990 2022-07-01 237003520 BALLET OKLAHOMA INC BALL 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 JO LYNNE JONES EXECUTIVE DIRECTOR 4058439898 2024-04-05 1 JO LYNNE JONES 999009999 0 JOSH MULLINS P01602326 4053480615 2024-04-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z OKLAHOMA CITY BALLET JO LYNNE JONES 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 5415805 0 X WWW.OKCBALLET.ORG X 1969 OK OKLAHOMA CITY BALLET INSPIRES ITS AUDIENCE THROUGH CLASSICAL AND CONTEMPORARY DANCE PERFORMANCES, A STRONG EDUCATIONAL PROGRAM, AND COMMUNITY ENGAGEMENT. 24 24 66 52 -125085 0 4207974 2507757 2145852 2527672 121585 173503 82804 -18624 6558215 5190308 0 0 0 0 2600739 3105817 0 0 402550 2255974 2567757 4856713 5673574 1701502 -483266 11290114 11698479 618888 1245248 10671226 10453231 OKC BALLET PROMOTES THE ART OF DANCE BY SUPPORTING A PROFESSIONAL COMPANY AND ITS PRODUCTIONS, OPERATING A SCHOOL OF BALLET FOR DANCE ARTISTS, CHILDREN, AND NOVICE ADULTS, AND PROVIDING COMMUNITY ENGAGEMENT ACTIVITIES. 0 0 3388754 1625176 SINCE ITS FOUNDING IN 1969, OKLAHOMA CITY BALLET HAS BEEN THE CITY'S PROFESSIONAL BALLET COMPANY, BOASTING TALENTED DANCERS FROM AROUND THE WORLD. AS THE RESIDENT DANCE COMPANY OF THE CIVIC CENTER MUSIC HALL, THE COMPANY PRODUCES FOUR MAIN-STAGE PRODUCTIONS PER SEASON IN OKLAHOMA CITY IN ADDITION TO TOURING ACROSS OKLAHOMA AND SURROUNDING STATES. OVER 30,000 AUDIENCE MEMBERS ARE MOVED BY THE OKLAHOMA CITY BALLET'S ARTISTS AND WORLD-CLASS PERFORMANCES EACH YEAR. 1252126 1001756 OKLAHOMA CITY BALLET OFFERS DANCE CLASSES FOR ALL AGES AND SKILL LEVELS. EIGHT HUNDRED STUDENTS OF ALL AGES IMPROVE THEIR DANCE TECHNIQUE THROUGH THE YVONNE CHOUTEAU SCHOOL. OKLAHOMA CITY BALLET ALSO OFFERS MULTIPLE COMMUNITY ENGAGEMENT PROGRAMS TO ENCOURAGE ARTISTRY AND ATHLETICISM IN STUDENTS ACROSS THE STATE. OVER 10,000 OKLAHOMANS ENJOY THE FREE DANCE CLASSES AND COMMUNITY PERFORMANCES. 4640880 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 127 0 1 66 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X ROBIN BALDWIN CPA 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 LIBBY NELSON TRUSTEE 1.00 X 0 0 0 SCOTT REED TRUSTEE 1.00 X 0 0 0 BRIAN BOGERT TRUSTEE 1.00 X 0 0 0 CINDI SHELBY TRUSTEE 1.00 X 0 0 0 DAVID WHITE TRUSTEE 1.00 X 0 0 0 GIRMA MOANING TRUSTEE 1.00 X 0 0 0 JAKE YUNKER TRUSTEE 1.00 X 0 0 0 KYLEE RAINBOLT TRUSTEE 1.00 X 0 0 0 LEA MORGAN TRUSTEE 1.00 X 0 0 0 STEPHANIE KAZENSKE TRUSTEE 1.00 X 0 0 0 NAZETTE ZUHDI-CLEAVER TRUSTEE 1.00 X 0 0 0 STEPHANIE NAIFEH TRUSTEE 1.00 X 0 0 0 SARAH JORDAN TRUSTEE 1.00 X 0 0 0 ANN VITALI TRUSTEE 1.00 X 0 0 0 BETSY BRACKETT PRESIDENT 3.00 X X 0 0 0 PAIGE SHEPHERD TRUSTEE 1.00 X 0 0 0 MARK MCCOY SECRETARY 3.00 X X 0 0 0 LISA MULLEN PAST PRESIDENT 3.00 X X 0 0 0 RICH JOHNSON TREASURER 1.00 X X 0 0 0 ROBIN KRIEGER MEMBER AT LARGE 1.00 X X 0 0 0 SALLY STARLING SEARCH COMMITTEE CHAIR, MEMBER AT LARGE 1.00 X X 0 0 0 GABRIELLE BUTLER GOVERNANCE CHAIR 3.00 X X 0 0 0 CHRISTOPHER LLOYD PRESIDENT-ELECT 3.00 X X 0 0 0 CATHERINE CAGIGAL MEMBER AT LARGE 1.00 X X 0 0 0 JO LYNNE JONES EXECUTIVE DIRECTOR 40.00 X 125737 0 8943 RYAN JOLICOUER-NYE ARTISTIC DIRECTOR 40.00 X 103045 0 3448 228782 0 12391 2 0 0 0 0 762832 834558 910367 7200 2507757 TICKET SALES 711120 1444516 1444516 TUITION & SCHOOL PROGRAMS 711120 1001756 1001756 TOURING INCOME 711120 81400 81400 2527672 173503 173503 28575 762832 153660 -125085 -125085 162667 71837 90830 90830 STUDIO RENTAL 711120 7252 7252 REFUNDS 711120 7201 7201 1178 1178 15631 5190308 2626932 -125085 180704 250136 115136 135000 2372511 2015927 130172 226412 36239 30341 3437 2461 189156 158368 17941 12847 257775 203549 29251 24975 3203 3203 20591 20591 37222 37222 97524 53167 42467 1890 201764 201614 150 74756 45354 8636 20766 41354 14127 23819 3408 178144 178144 186545 128639 55377 2529 141132 140284 810 38 4158 4158 236823 82987 67906 85930 58521 40355 17372 794 ORCHESTRA MUSIC 328486 328486 VENUE RENTAL 217495 217495 SETS, COSTUMES, & LIGHT 189526 189526 HOUSING & TRANSPORTATIO 168214 168214 382299 329167 32782 20350 5673574 4640880 630144 402550 783914 1610974 135144 15315 1158664 621416 19421 23677 26594 41120 111471 166277 9424177 1866432 7581309 7557745 977716 1030893 470304 492217 25577 138845 11290114 11698479 206415 427648 262613 558359 146256 149860 0 112985 618888 1245248 X 9205284 8321857 1465942 2131374 10671226 10453231 11290114 11698479 X -483266 102731 161554 985 X X 0 1 X 1 0 X 1608279 1867156 2329967 4207974 2437799 12451175 2308770 2073346 1343865 2357226 2743302 10826509 98673 100250 198923 4015722 4040752 3673832 6565200 5181101 23476607 793136 1816676 141934 297555 142028 3191329 0 793136 1816676 141934 297555 142028 3191329 20285278 18529 104142 12343 126137 173503 434654 18529 104142 12343 126137 173503 434654 120588 117458 33979 70532 64585 407142 4154839 4262352 3720154 6761869 5419189 24318403 0.83420 0.77490 0.01790 0.01020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 120,588. 2019 AMOUNT: $ 117,458. 2021 AMOUNT: $ 64,592. 2022 AMOUNT: $ 57,384. INSURANCE PROCEEDS - 2020 AMOUNT: $ 30,000. CREDIT CARD REFUNDS - 2020 AMOUNT: $ 3,979. 2021 AMOUNT: $ 5,940. 2022 AMOUNT: $ 7,201. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2192288 2192288 3437191 558544 2878647 2331244 338253 1992991 1134363 804268 330095 329091 165367 163724 7557745 LEASE LIABILITY 112985 112985 X 5490195 102732 161554 72822 337108 5153087 37222 37222 5190309 5708189 71837 71837 5636352 37222 37222 5673574 PART X, LINE 2: BALLET OKLAHOMA, INC. HAS QUALIFIED AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) UNDER A FINAL RULING BY THE INTERNAL REVENUE SERVICE DATED MAY 1994, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF CODE SECTION 509 (A) (1). THE BALLET IS NOT CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING AS DESCRIBED IN THE INTERNAL REVENUE CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), AND QUALIFIES AS A 50% LIMIT ORGANIZATION FOR CHARITABLE CONTRIBUTION DEDUCTIONS FOR INDIVIDUAL DONORS. THE BALLET EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, INCLUDING THE BALLETS TAX POSITION AS A NOT-FOR-PROFIT ENTITY. THROUGH ITS EVALUATION OF THEIR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2023, WHICH WOULD REQUIRE THE BALLET TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. INTEREST AND PENALTIES, IF ANY, RESULTING FROM ANY UNCERTAIN TAX POSITION REQUIRED TO BE RECORDED BY THE BALLET WOULD BE PRESENTED IN THE SUPPORTING SERVICES EXPENSE IN THE STATEMENT OF ACTIVITIES. FEDERAL AND STATE INCOME TAX STATUTES DICTATE THAT TAX RETURNS FILED IN ANY OF THE PREVIOUS THREE REPORTING PERIODS REMAIN OPEN TO EXAMINATION. CURRENTLY, THE BALLET HAS NO OPEN EXAMINATIONS WITH EITHER THE INTERNAL REVENUE SERVICE OR THE OKLAHOMA TAX COMMISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 71,837. FUNDRAISING EXPENSE INCLUDED IN INCOME 985. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 71,837. BALLET BALL 445487 430737 14750 7200 30447 82195 3556 17236 RAISING THE BARRE 314979 314979 2904 2043 1375 1 31825 18000 13825 6703 792291 763716 28575 7200 33351 84238 3556 25314 153659 -125084 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR, AND WAS SUBSEQUENTLY PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, & KEY EMPLOYEES ARE COVERED BY THE POLICY. THE EXECUTIVE COMMITTEE ANNUALLY DETERMINES WHETHER ANY CONFLICTS EXIST, REVIEWS ANY ACTUAL CONFLICTS, AND PROHIBITS THE RESPECTIVE PERSON FROM PARTICIPATING IN ANY ACTIONS INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE COMPENSATION LEVELS OF SIMILAR ARTISTIC ORGANIZATIONS IN THE COMMUNITY AND BUDGET RESTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: FUNDRAISING EXPENSE INCLUDED IN INCOME 985. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.