2024-02-20T12:16:10-06:00 2023-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2022-07-01 310858562 BALLET METROPOLITAN INC BALL 6142294860 322 MOUNT VERNON AVENUE COLUMBUS OH 432152131 SUE PORTER EXECUTIVE DIRECTOR 6142294860 2024-02-16 1 SUE PORTER 999009999 1 SARAH R PIOT P01358891 6146214060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BALLETMET COLUMBUS BALLETMET SUE PORTER 322 MOUNT VERNON AVENUE COLUMBUS OH 432152131 9980408 0 X WWW.BALLETMET.ORG X 1974 OH DANCE CREATION AND PERFORMANCES, DANCE ACADEMY INSTRUCTION AND EDUCATION/COMMUNITY OUTREACH. 32 30 191 200 0 0 4240547 4314732 3473235 5158467 10237 191408 15671 -35496 7739690 9629111 144835 441843 0 0 4094604 4726222 0 0 282094 2328116 3011226 6567555 8179291 1172135 1449820 13150540 14358588 1927005 1601804 11223535 12756784 X BALLETMET WILL CELEBRATE DANCE BY ENGAGING THE COMMUNITY THROUGH QUALITY PERFORMANCES, INSTRUCTION, EDUCATION PROGRAMS, AND CREATION OF NEW WORK. 0 0 4829179 2558402 PROFESSIONAL COMPANY PERFORMANCES - BALLETMET IS ONE OF COLUMBUS'S LARGEST PERFORMING ARTS ORGANIZATIONS AND AMONG THE NATION'S TOP BALLET COMPANIES. A RESIDENT COMPANY OF 26 PROFESSIONAL DANCERS PERFORMS AN ANNUAL SEASON OF 60-90 PERFORMANCES, WITH A REPERTOIRE RANGING FROM CLASSICAL BALLETS TO CONTEMPORARY MASTERWORKS. THE COMMISSION AND PERFORMANCE OF NEW WORKS IS A CORE PRIORITY AND AN ESSENTIAL ORGANIZATIONAL FOCUS, AND BALLETMET HAS COMMISSIONED THE WORLD'S MOST HIGHLY SOUGHT AFTER CHOREOGRAPHERS. CONTINUED ON SCHEDULE OBALLETMET ALSO SUPPORTS EMERGING CHOREOGRAPHERS, INCLUDING A NUMBER OF ITS COMPANY DANCERS WHO HAVE EARNED SIGNIFICANT NATIONAL AWARDS FOR THEIR WORK. BALLETMET IS A CULTURAL AMBASSADOR FOR COLUMBUS, TOURING NATIONALLY AND INTERNATIONALLY, INCLUDING TWICE BY INVITATION AT NEW YORK CITY'S PRESTIGIOUS JOYCE THEATER. COLUMBUS PERFORMANCE VENUES INCLUDE THE OHIO AND JOANN DAVIDSON THEATRES AND THE 225-SEAT PERFORMANCE SPACE ON BALLETMET'S DOWNTOWN CAMPUS. 1991152 441843 2062781 DANCE ACADEMY CLASSES - THE BALLETMET DANCE ACADEMY OFFERS A FULL CURRICULUM FOR THE SERIOUS AND THE RECREATIONAL STUDENT, WITH A VARIETY OF CLASSES FOR AGES THREE TO SENIOR ADULT. CLASSES INCLUDE BALLET, POINTE, MODERN, TAP, JAZZ, FLAMENCO, YOGA AND PILATES. YOUTH STUDENTS PERFORM IN AN ANNUAL ACADEMY PERFORMANCE, WITH MORE ADVANCED OPPORTUNITIES THROUGH PERFORMANCE ENSEMBLES AND, BY AUDITION, IN LARGE-CAST COMPANY PRODUCTIONS. INTENSIVE STUDY OPTIONS ARE AVAILABLE FOR EXCEPTIONALLY TALENTED STUDENTS, AND A TRAINEE PROGRAM FOR SENIOR HIGH SCHOOLERS AND HIGH SCHOOL GRADUATES PROVIDES ADVANCED TRAINING FOR A PROFESSIONAL CAREER. CONTINUED ON SCHEDULE OTHE ANNUAL SUMMER INTENSIVE OFFERS A FIVE-WEEK PROGRAM FOR LOCAL AND NATIONALLY AUDITIONED STUDENTS TO BUILD AND REFINE DANCE SKILLS, TRAINING WITH BALLETMET ARTISTS AND FACULTY. THE TRAINEE AND INTENSIVE PROGRAMS OFTEN IDENTIFY FUTURE BALLETMET DANCERS, AND A NUMBER OF TRAINEES HAVE GRADUATED TO DANCE WITH COMPANIES IN THE UNITED STATES AND ABROAD. 361788 449347 EDUCATIONAL PROGRAMS CONSIST OF THE FOLLOWING:DANCE INSTRUCTION - ARTS, CULTURE & HUMANITIES - DANCE-IN-SCHOOLS PROGRAMS CONNECT STUDENTS, PROFESSIONAL AND TEACHING ARTISTS, AND CLASSROOM EDUCATORS THROUGH RESIDENCIES, LECTURE DEMONSTRATIONS, PROFESSIONAL DEVELOPMENT, AND PERFORMANCE-RELATED ACTIVITIES. IN-SCHOOL RESIDENCIES INTEGRATE OHIO DEPARTMENT OF EDUCATION (ODE) DANCE CONTENT STANDARDS. MOVING INTO LITERACY, DESIGNED FOR STUDENTS IN GRADES 1 - 3, FUSES DANCE AND ENGLISH LANGUAGE ARTS EDUCATION TO POSITIVELY IMPACT LITERACY AND CRITICAL THINKING. CONTINUED ON SCHEDULE OA SECOND RESIDENCY PROGRAM IS AN EARLY CHILDHOOD INITIATIVE THAT PREPARES PRESCHOOLERS FOR KINDERGARTEN BY INTEGRATING MOVEMENT WITH SOCIAL, EMOTIONAL AND LITERACY SKILLS. STUDENTS MAY ALSO VIEW A PERFORMANCE IN THEIR SCHOOL WITH NARRATION THAT EXPLAINS DANCE. WORKSHOPS PROVIDE TEACHER TRAINING THAT INTEGRATES ODE DANCE CONTENT STANDARDS WITH CURRICULUM STUDIES. MORNING AT THE BALLET IS A FULLY STAGED THEATRE PERFORMANCE BY BALLETMET THAT INTRODUCES STUDENTS TO DANCE AS A PERFORMING ART AND ENHANCES INTERDISCIPLINARY LEARNING WITH RELATED CLASSROOM RESOURCE MATERIALS.CULTURAL & ETHNIC AWARENESS - ARTS, CULTURE & HUMANITIES: COMMUNITY PROGRAMS - BALLETMET IS COMMITTED TO INVOLVING A BROAD SEGMENT OF THE CENTRAL OHIO COMMUNITY IN DANCE. UP TO 3,500 COMPLIMENTARY KIDTIX TICKETS AND PREPARATION MATERIALS ARE PROVIDED FOR UNDERSERVED GROUPS IDENTIFIED THROUGH YOUTH, SOCIAL SERVICE, AND FAITH-BASED AGENCIES.STUDENT FINANCIAL AID: EDUCATION - BALLETMET'S COMMUNITY OUTREACH SCHOLARSHIP PROGRAM WAS INITIATED IN 1987 WITH NET PROCEEDS FROM A COLUMBUS PRESENTATION OF DANCE THEATRE OF HARLEM. NOW NAMED THE DANCE ACADEMY SCHOLARSHIP PROGRAM, THIS OFFERING HAS BEEN EXPANDED AND REFINED TO SERVE A GREATER NUMBER OF STUDENTS. SCHOLARSHIPS PROVIDE DANCE ACADEMY TRAINING AND DANCE-RELATED ACTIVITIES TO DESERVING URBAN AND SUBURBAN YOUTH. UP TO 70 SCHOLARSHIPS ARE AWARDED ANNUALLY AND RANGE FROM FULL ANNUAL TUITION TO PARTIAL TUITION. SCHOLARSHIP ASSISTANCE IS AWARDED BY AUDITION, AND IS BASED ON TALENT AND FINANCIAL NEED. THE MAJORITY OF RECIPIENTS REPRESENT MINORITY OR UNDERSERVED POPULATIONS. FINANCIAL AID IS ALSO AVAILABLE FOR QUALIFIED STUDENTS. 672 117173 TOURING AND RENTALS. 672 117173 7182791 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 57 0 1 191 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X DONNA ZIANNI 6142294860 322 MOUNT VERNON AVENUE COLUMBUS OH 432152131 EDWAARD LIANG ARTISTIC DIRECTOR 50.00 X X 202931 0 6802 SUE PORTER EXECUTIVE DIRECTOR 50.00 X X 152030 0 19503 AMY BONITATIBUS TRUSTEE 1.00 X 0 0 0 STACEY BOROWICZ TRUSTEE 1.00 X 0 0 0 DEBBIE PHILLIPS BOWER TRUSTEE 1.00 X 0 0 0 TRISH CADWALLADER TRUSTEE 1.00 X 0 0 0 ROD CHU TRUSTEE 1.00 X 0 0 0 AMANDA CONNER TRUSTEE 1.00 X 0 0 0 AMELIA GANDARA TRUSTEE 1.00 X 0 0 0 DEBRA DENDAHL HADLEY TRUSTEE 1.00 X 0 0 0 DORIS ING TRUSTEE 1.00 X 0 0 0 MELISSA KASS TRUSTEE 1.00 X 0 0 0 JOHN KAUFFMAN TRUSTEE 1.00 X 0 0 0 ADAM LANTER TRUSTEE (EXIT 10/2022) 1.00 X 0 0 0 CINDY LYNCH TRUSTEE 1.00 X 0 0 0 ELISA MCCURDY TRUSTEE 1.00 X 0 0 0 KARA MUNDY TRUSTEE 1.00 X 0 0 0 PRESS SOUTHWORTH TRUSTEE 1.00 X 0 0 0 NANCY STRAUSE TRUSTEE 1.00 X 0 0 0 KATHY WALTHER TRUSTEE 1.00 X 0 0 0 ROBYN WENZKE TRUSTEE 1.00 X 0 0 0 KAREN WING EX OFFICIO 1.00 X 0 0 0 HERB BRESLER CHAIR 10.00 X X 0 0 0 SUSAN DOUGLASS IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 ELLEN GERMAN BERNDT VICE CHAIR 5.00 X X 0 0 0 ADRIENNE BROKAW VICE CHAIR 5.00 X X 0 0 0 BETH FISHER VICE CHAIR 5.00 X X 0 0 0 MARION FISHER VICE CHAIR 5.00 X X 0 0 0 ERIC HENDERSON VICE CHAIR 5.00 X X 0 0 0 MICHELE HOLCOMB VICE CHAIR 5.00 X X 0 0 0 DEBORA KANE VICE CHAIR 5.00 X X 0 0 0 LUCY PORTER VICE CO-CHAIR (EXIT 01/2023) 5.00 X X 0 0 0 JASMINE ZELLNER SECRETARY 5.00 X X 0 0 0 PATRICIA JACKSON TREASURER 5.00 X X 0 0 0 354961 0 26305 2 0 1 0 0 316273 1732249 2266210 157172 4314732 TICKET SALES 711120 2529166 2529166 DANCE ACADEMY 711120 2062781 2062781 EDUCATIONAL PROGRAMS 711120 449347 449347 TOURING AND RENTALS 711120 102400 102400 14773 14773 5158467 196862 196862 151718 157172 -5454 -5454 -5454 79140 316273 143872 -64732 -64732 79489 50253 29236 29236 9629111 5187703 0 126676 441843 441843 398928 219657 179271 3531468 3078239 217338 235891 345058 316924 20681 7453 450768 380266 43877 26625 58320 58320 1002 1002 274400 274400 257565 256132 1433 199057 178058 16816 4183 93379 3679 89700 174707 159991 14716 69124 65766 3358 278460 258805 19655 PRODUCTION/SUPPLIES 1307233 1307233 CREDIT CARD/TICKET FEES 161854 161854 136125 79944 49672 6509 8179291 7182791 714406 282094 240284 393544 6980343 6699265 605888 895611 20019 37196 112425 123479 10583390 5353841 4325066 5229549 866515 979944 13150540 14358588 172077 597036 934928 1004768 820000 0 1927005 1601804 X 8500211 10713111 2723324 2043673 11223535 12756784 13150540 14358588 1449820 83429 0 X X 0 1 X 1 0 X 2836878 2630844 3870157 4240547 4314732 17893158 2836878 2630844 3870157 4240547 4314732 17893158 270148 17623010 52837 56353 11469 3756 196862 321277 26329 5544 31873 18246308 18679866 0.96580 0.98290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: AUDITION FEES VENDING AND OTHER MISC INCOME - 2019 AMOUNT: $ 26,329. 2020 AMOUNT: $ 5,544. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 866515 30000 83429 979944 927922 30000 -91407 866515 699667 51000 177255 927922 669656 30011 699667 513886 100000 55770 669656 0.04040 0.65950 0.30010 1 0 951296 951296 2892116 1271326 1620790 2306124 1013194 1292930 1083745 930448 153297 3350109 2138873 1211236 5229549 ENDOWMENT CURRENT 39607 ENDOWMENT NON-CURRENT 646225 OTHER 294112 979944 X 9498269 83429 34449 194125 312003 9186266 1002 441843 442845 9629111 7965020 34449 194125 228574 7736446 1002 441843 442845 8179291 PART V, LINE 4: ACADEMY SCHOLARSHIPS, ARTISTIC DEVELOPMENT/NEW WORK AND DANCER ARTISTIC DEVELOPMENT. PART X, LINE 2: BALLETMET IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). BALLETMET HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS SUBSEQUENT TO 2019 REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 143,872. COST OF GOOD SOLD 50,253. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH DANCE ADADEMY REVENUE 441,843. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 143,872. COST OF GOODS SOLD 50,253. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH DANCE ACADEMY REVENUE 441,843. NUTCRACKER BALL 236200 197050 39150 0 0 14189 62067 1900 10507 NIGHT IN FLIGHT 159213 119223 39990 0 0 14111 16684 0 15161 2 0 0 0 0 0 2691 0 6562 395413 316273 79140 28300 81442 1900 32230 143872 -64732 1 SCHOLARSHIPS 204 441843 0 N/A N/A SCH I, PART 1, QUESTION 2: BALLET METROPOLITAN, INC. AWARDS TWO TYPES OF SCHOLARSHIPS: OUTREACH DISCOVER DANCE PROGRAM AND MERIT BASED SCHOLARSHIPS. OUTREACH DISCOVER DANCE PROGRAM - STUDENTS CURRENTLY ENROLLED IN THE BALLETMET DANCE ACADEMY ARE NOT ELIGIBLE FOR THIS SCHOLARSHIP. INTERESTED CHILDREN MUST BE 7-10 YEARS OF AGE BY SEPTEMBER 1, AND SHOULD EXHIBIT A HIGH POTENTIAL TO BE TRAINED IN BALLET AND OTHER DANCE STYLES, DESIRE AND COMMITMENT TO STUDY DANCE IN A DISCIPLINED ENVIRONMENT, AND ABILITY TO GET TO AND FROM CLASSES ON A REGULAR BASIS. THIS SCHOLARSHIP PROVIDES A CHILD WITH FULLY FUNDED YEAR TUITION TO THE BALLETMET DANCE ACADEMY. SCHOLARSHIPS REQUIRE AN AUDITION AND MUST BE RENEWED ANNUALLY BASED UPON REVIEW OF CRITERIA. MERIT BASED SCHOLARSHIPS ARE AWARDED AT THE DISCRETION OF THE ACADEMY DIRECTOR THROUGH OBSERVATION OF AUDITIONS AND/OR CLASSES, WITH INPUT FROM OTHER ACADEMY FACULTY. THESE SCHOLARSHIPS ARE AWARDED FOR OUR SUMMER INTENSIVE PROGRAMS, STUDENT DIVISION LEVELS 4 THROUGH 8, AND TRAINEE PROGRAM. FINANCIAL AID AWARDED IS BASED ON NEED, EVALUATED BASED ON SUBMISSION OF AN APPLICATION AND FINANCIAL INFORMATION, INCLUDING TAX RETURN. X X X X 0 0 0 0 0 0 0 0 0 EDWAARD LIANG ARTISTIC DIRECTOR 202931 0 0 0 0 0 0 0 6802 0 209733 0 0 0 SUE PORTER EXECUTIVE DIRECTOR 152030 0 0 0 0 0 0 0 19503 0 171533 0 0 0 X 4 157172 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): FOUR INDIVIDUALS CONTRIBUTED PUBLICLY TRADED SECURITIES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S FINANCE COMMITTEE REVIEWS AND APPROVES FORM 990 AND A COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY OFFICERS, TRUSTEES, AND MANAGEMENT TEAM MEMBERS SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT, WHICH IS REVIEWED AND MAINTAINED BY THE EXECUTIVE DIRECTOR AND BOARD CHAIR. SHOULD A CONFLICT ARISE, THE INDIVIDUAL WILL REFRAIN FROM PARTICIPATION FROM ANY DECISIONS IN WHICH THEY HAVE AN INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE AND ARTISTIC DIRECTORS' SALARIES ARE DELIBERATED AND DETERMINED BY THE BOARD CHAIR AND THE BOARD'S INDEPENDENT PERSONNEL COMMITTEE, WHO REVIEW THE FORMS 990 OF PEER BALLET COMPANIES AND THE DANCE/USA COMPENSATION SURVEY (TYPICALLY PUBLISHED EVERY TWO YEARS) FOR COMPARABLE SALARY DATA. THE DELIBERATION AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 BALLETMET'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MOMENTUM - DANCE IN SCHOOLS LLC 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 454056310 IN-SCHOOL DANCE PROGRAM OH 0 0 BALLET METROPOLITAN INC