2024-03-04T18:16:47-06:00 2023-07-31 233099625 KEISER GIORDANO CPA'S PC 141 FRIENDS LANE NEWTOWN PA 18940 990 2022-08-01 311784286 BALLETX BALL 2152255389 1923 WASHINGTON AVE PHILADELPHIA PA 19146 JAN P BOSWINKEL CHAIR 2152255389 2024-03-04 1 JAN BOSWINKEL 999009999 0 JAMES D KEISER III P00718732 2157852600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAN P BOSWINKEL 1923 WASHINGTON AVE PHILADELPHIA PA 19146 3851985 0 X WWW.BALLETX.ORG X 2005 PA BALLETX EXPANDS THE VOCABULARY OF CONTEMPORARY BALLET FOR ALL AUDIENCES THROUGH INNOVATIVE PERFORMANCES, WORLD PREMIERE CHOREOGRAPHY, DANCE EDUCATION, AND COMMUNITY PROGRAMS. 20 20 35 0 0 0 3025742 2394587 882940 999582 62154 121725 0 244814 3970836 3760708 0 0 0 0 2018502 1696742 0 0 245252 1072848 1818614 3091350 3515356 879486 245352 5194722 5859166 117037 405963 5077685 5453203 X BALLETX EXPANDS THE VOCABULARY OF CONTEMPORARY BALLET FOR ALL AUDIENCES THROUGH INNOVATIVE PERFORMANCES, WORLD PREMIERE CHOREOGRAPHY, DANCE EDUCATION, AND COMMUNITY PROGRAMS. 0 0 2162246 670423 PERFORMANCE SERIES AND WORLD PREMIERE COMMISSIONS: BALLETX PRESENTS AN ANNUAL PERFORMANCE SEASON OF FOUR SERIES AT VARIOUS VENUES THROUGHOUT PHILADELPHIA, INCLUDING THE WILMA THEATER AND THE MANN CENTER FOR THE PERFORMING ARTS. THE COMPANY'S PRODUCTIONS PRIORITIZE UNIQUE AND INNOVATIVE COLLABORATIONS, INCLUDING LARGE-SCALE SET PIECES, ORIGINAL COMPOSITIONS, GUEST ARTISTS, AND LIVE MUSIC. BALLETX PRESENTED FOUR PERFORMANCE SERIES IN THE 2022-2023 SEASON: FALL SERIES, FEATURING WORLD PREMIERES BY DARRELL GRAND MOULTRIE AND CAILI QUAN AND A COMPANY PREMIERE BY JUSTIN PECK; WINTER SERIES, FEATURING WORLD PREMIERES BY AMY SEIWERT AND GARY W. JETER II; SPRING SERIES, FEATURING A WORLD PREMIERE BY AMY HALL GARNER; AND SUMMER SERIES, FEATURING A FULL-LENGTH WORLD PREMIERE BY NICOLO FONTE. PERFORMANCES REACHED AUDIENCES IN EXCESS OF 7,800. 179840 207010 TOURING: IN ADDITION TO ITS PHILADELPHIA MAIN STAGE PERFORMANCES, BALLETX PARTICIPATES IN A GROWING NUMBER OF NATIONAL AND INTERNATIONAL TOURS. IN THE 2022-2023 SEASON, THE COMPANY TOURED TO THE FOLLOWING VENUES: DANCE VICTORIA, VICTORIA, BC, CANADA; IRVINE BARCLAY THEATRE, IRVINE, CA; BANK OF AMERICA PERFORMING ARTS CENTER, THOUSAND OAKS, CA; JORGENSEN CENTER, STORRS, CT; EMERSON COLLEGE MAJESTIC THEATRE, BOSTON, MA; VILAR PERFORMING ARTS CENTER, BEAVER CREEK, CO; THE LINCOLN CENTER, FORT COLLINS, CO; CHAUTAUQUA INSTITUTION, CHAUTAUQUA, NY; AND VAIL DANCE FESTIVAL, VAIL, CO. TOUR PERFORMANCES REACHED AUDIENCES IN EXCESS OF 12,000. 147722 27699 DANCE EXCHANGE: DANCE EXCHANGE IS BALLETX'S IN-SCHOOL EDUCATION PROGRAM THAT USES DANCE TO EMPOWER PHILADELPHIA PUBLIC SCHOOL CHILDREN AND STRENGTHEN IMPORTANT LIFE SKILLS SUCH AS SELF-CONFIDENCE, FOCUS, TEAMWORK, AND DETERMINATION. THE PROGRAM INTRODUCES THE BASICS OF DANCE TO ELEMENTARY SCHOOL STUDENTS IN A FUN AND STRUCTURED ENVIRONMENT THAT SPARKS CURIOSITY AND CREATIVITY THROUGH MOVEMENT EXERCISES, CHOREOGRAPHY, AND LIVE PERFORMANCE. IN THE 2022-2023 SEASON, DANCE EXCHANGE ENGAGED SEVEN DANCE TEACHING ARTISTS AND TWO LIVE MUSICIANS TO WORK WITH 322 3RD AND 4TH GRADE STUDENTS IN 14 CLASSROOMS AT FOUR PHILADELPHIA PUBLIC SCHOOLS. DANCE EXCHANGE EXPANDS OPPORTUNITIES AND ARTS ACCESS TO THE CHILDREN OF PHILADELPHIA THROUGH PROGRAMS THAT DEVELOP THEIR UNTAPPED POTENTIAL AS BOTH INDIVIDUALS AND COMMUNITY MEMBERS. NOW IN ITS TENTH YEAR, DANCE EXCHANGE HAS REACHED A GRAND TOTAL IN EXCESS OF 2,800 STUDENTS, AND CONTINUES ITS GROWTH BY INFLUENCING RISING NUMBERS OF STUDENTS TO FALL IN LOVE WITH DANCE. TO INCREASE THE REACH OF DANCE EXCHANGE, IN 2018 BALLETX LAUNCHED THE DANCE EXCHANGE DREAM TEAM, A FULL-SCHOLARSHIP PROGRAM THAT INVITES EXCEPTIONAL STUDENTS FROM OUR PARTNER SCHOOLS TO SELF-SELECT TO ATTEND WEEKLY AFTER-SCHOOL CLASSES AND PERFORM ALONGSIDE THE BALLETX COMPANY AT POP UP PERFORMANCES THROUGHOUT THE CITY. IN THE 2022-2023 SCHOOL YEAR, BALLETX HOSTED 30 DREAM TEAM MEMBERS, WHO PERFORMED ALONGSIDE THE BALLETX DANCERS AT TWO SHOWS AT THE MANN CENTER FOR THE PERFORMING ARTS AND THE COMPANY'S POP UPS AT CHERRY STREET PIER AND DILWORTH PARK. IN THE 2023-2024 SCHOOL YEAR, THE COMPANY WILL CONTINUE TO ENGAGE STUDENTS AND THEIR FAMILIES OUTSIDE OF DANCE EXCHANGE BY ENCOURAGING PARTICIPATION IN BALLETX'S MANY ARTISTIC OFFERINGS, INCLUDING FIELD TRIPS, FREE POP UP PERFORMANCES, CLASSES, AND Q&AS. ADDITIONALLY, BALLETX WILL PROVIDE FAMILIES WITH FREE TICKETS TO ITS FESTIVAL AT THE MANN. THE COMPANY WILL ALSO CONTINUE TO BUILD AND RETAIN ITS TEACHING ARTIST TEAM BY OFFERING PROFESSIONAL DEVELOPMENT OPPORTUNITIES. 132163 94450 POP UP PERFORMANCES: THROUGH BALLETX'S POP UP PERFORMANCES AT UNIQUE LOCATIONS ACROSS PHILADELPHIA, WE ARE DEDICATED TO MAKING DANCE BOTH INCLUSIVE AND INVITING, ORDINARY AND EXTRAORDINARY. BALLETX BRINGS OUR DANCERS INTO PHILADELPHIA NEIGHBORHOODS FOR MULTIPLE FREE POP UP PERFORMANCES EACH SEASON. THESE PERFORMANCES INTRODUCE DANCE TO NEW AUDIENCES AROUND THE CITY AND ENCOURAGE COMMUNITY ENGAGEMENT AND NEW EXPERIENCES FOR CITIZENS WHO MAY HAVE NEVER SEEN BALLET. IN THE 2022-2023 SEASON, BALLETX CONTINUED THE POST-PANDEMIC RE-LAUNCH OF ITS POP UP PROGRAM. IN SEPTEMBER 2022 WE PRESENTED "DANCING ON THE PIER," A FREE EVENING OF DANCE AT CHERRY STREET PIER THAT INCLUDED PERFORMANCES BY BALLETX, CHOCOLATE BALLERINA COMPANY, KUN-YANG LIN/DANCERS, AND METROPOLITAN DANCE ACADEMY. DANCING ON THE PIER REACHED 529 AUDIENCE MEMBERS. WE ALSO PRODUCED POP UPS AT WEST PARK ARTS FESTIVAL (35 ATTENDEES) AND DILWORTH PARK AT CITY HALL (400 ATTENDEES). IN SEPTEMBER 2023, WE PERFORMED WITH THE WORLD-FAMOUS LITTLE AMAL, A 12 FOOT-TALL PUPPET OF A 10-YEAR OLD SYRIAN REFUGEE CHILD, DURING HER VISIT TO PHILADELPHIA TO REACH THOUSANDS OF COMMUNITY MEMBERS.FESTIVAL AT THE MANN: BALLETX'S PLATFORM AS RESIDENT DANCE COMPANY OF THE MANN CENTER PROVIDES AN INCREDIBLE OPPORTUNITY TO PRESENT CONTEMPORARY BALLET IN A WAY THAT IS ACCESSIBLE, INCLUSIVE, AND FUN, INVITING A WHOLE NEW AUDIENCE TO ENGAGE AND FALL IN LOVE WITH THE ART FORM. RECOGNIZING THAT PERCEPTIONS OF BALLET AS AN INACCESSIBLE ART FORM CAN SERVE AS A POWERFUL BARRIER TO PARTICIPATION, BALLETX LEVERAGES ITS ANNUAL RESIDENCY AT THE MANN TO CURATE PRE-SHOW PROGRAMMING IN A FESTIVAL-LIKE ATMOSPHERE AND DISTRIBUTE FREE TICKETS THROUGH COMMUNITY PARTNER ORGANIZATIONS, WITH AN ULTIMATE GOAL TO CREATE AN INCLUSIVE ENVIRONMENT THAT ENCOURAGES COMMUNITIES TO COME TOGETHER AND CONNECT IN CREATIVE WAYS THROUGH MUSIC AND DANCE. BALLETX PILOTED THIS COMMUNITY DANCE FESTIVAL IN THE 2022-2023 SEASON, DONATING OVER 2,000 TICKETS TO SPRING SERIES THROUGH OVER 30 PARTNERS.CHOREOGRAPHIC FELLOWSHIP: : LAUNCHED IN 2016, BALLETX'S CHOREOGRAPHIC FELLOWSHIP UNITES ONE EMERGING ARTIST EACH SEASON WITH A DISTINGUISHED CHOREOGRAPHER WHO SERVES AS A MENTOR AS THEY BOTH CREATE WORLD PREMIERES ON THE BALLETX DANCERS. AS ONE OF THE ONLY PROGRAMS IN THE NATION THAT FOCUSES ON CHOREOGRAPHIC DEVELOPMENT IN BALLET, THE FELLOWSHIP STRENGTHENS BALLETX'S MISSION BY PRIORITIZING THE CREATION OF NEW WORKS BY NEW VOICES, AND EMPOWERS CHOREOGRAPHIC MENTORS TO BECOME EFFECTIVE LEADERS IN THEIR FIELD. PAST FELLOWS/MENTORS INCLUDE, RESPECTIVELY: 2016'S YIN YUE/TREY MCINTYRE, 2017'S TOMMIE-WAHEED EVANS/CAYETANO SOTO, 2018'S ANDREW MCNICOL/MATTHEW NEENAN, 2019'S KATARZYNA SKARPETOWSKA/NICOLO FONTE, 2020'S NICOLE CARUANA/JOHN MCFALL, 2021'S ALIA KACHE/DWIGHT RHODEN, 2022'S TSAI HSI HUNG/ANNABELLE LOPEZ OCHOA, 2023'S GARY W. JETER II/DARRELL GRAND MOULTRIE, AND 2024'S NICOLA WILLS/JENNIFER ARCHIBALD.CHOREOGRAPHIC INCUBATOR: IN THE 2022-2023 SEASON, BALLETX CONTINUED PILOTING ITS CHOREOGRAPHIC INCUBATOR INITIATIVE WITH THE GOAL TO PROVIDE CRITICAL OPPORTUNITIES FOR EMERGING CHOREOGRAPHERS TO DEVELOP THEIR ARTISTIC VOICES AND VISION IN A COMPANY SETTING. THE COMPANY COMMISSIONED INCUBATOR ARTISTS MORGAN MCEWEN AND JOSHUA MANCULICH, WHO EACH SPENT A WEEK EXPLORING AND CREATING WITH THE BALLETX DANCERS, WITHOUT THE PRESSURE OF PRODUCING A FINISHED WORK.CHOREOGRAPHIC INCUBATOR: IN THE 2022-2023 SEASON, BALLETX CONTINUED PILOTING ITS CHOREOGRAPHIC INCUBATOR INITIATIVE WITH THE GOAL TO PROVIDE CRITICAL OPPORTUNITIES FOR EMERGING CHOREOGRAPHERS TO DEVELOP THEIR ARTISTIC VOICES AND VISION IN A COMPANY SETTING. THE COMPANY COMMISSIONED INCUBATOR ARTISTS MORGAN MCEWEN AND JOSHUA MANCULICH, WHO EACH SPENT A WEEK EXPLORING AND CREATING WITH THE BALLETX DANCERS, WITHOUT THE PRESSURE OF PRODUCING A FINISHED WORK.BALLETX BEYOND: IN 2020 AND IN RESPONSE TO THE COVID-19 PANDEMIC, BALLETX LAUNCHED ITS DIGITAL, SUBSCRIPTION-BASED STREAMING PLATFORM FOR WORLD PREMIERE DANCE, BALLETX BEYOND. BALLETX BEYOND INTRODUCES OUR WORK TO AN INTERNATIONAL AUDIENCE, WHILE BUILDING AN OPEN PLATFORM TO EXPLORE ARTISTIC IDEAS AND VISIONS. IN THE 2022-2023 SEASON, BALLETX COMMISSIONED RESIDENT FILMMAKER ELLIOT DEBRUYN TO CREATE SEVEN BEHIND-THE-SCENES DOCUMENTARIES ON OUR WORLD PREMIERE BALLETS, GIVING AUDIENCES AN INSIDER'S LOOK AT THE CREATIVE PROCESS. 132163 94450 2621971 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NJ NY PA IL MN X MEGAN O'DONNELL 2152255389 1923 WASHINGTON AVENUE PHILADELPHIA PA 19146 X JAN P BOSWINKEL CHAIR 3.00 X X 0 0 0 NEAL KROUSE VICE CHAIR 3.00 X X 0 0 0 JOHN BENSON VICE CHAIR 3.00 X X 0 0 0 JOSLYN EWART TREASURER 3.00 X X 0 0 0 MARY W KIRSON SECRETARY 3.00 X X 0 0 0 MARK ARONCHICK MEMBER AT LARGE 3.00 X 0 0 0 JANET AVERILL MEMBER AT LARGE 3.00 X 0 0 0 ROBERT DEVER MEMBER AT LARGE 3.00 X 0 0 0 MARCI GENEROSE MEMBER AT LARGE 3.00 X 0 0 0 JEANNE B FISHER MEMBER AT LARGE 3.00 X 0 0 0 WATSUKI HARRINGTON MEMBER AT LARGE 3.00 X 0 0 0 KELLY LEE MEMBER AT LARGE 3.00 X 0 0 0 DENNIS OAKES MEMBER AT LARGE 3.00 X 0 0 0 TIMOTHY D KATSIFF MEMBER AT LARGE 3.00 X 0 0 0 REBECCA MALCOLM-NAIB MEMBER AT LARGE 3.00 X 0 0 0 SANIYA WAGHRAY TYAGI MEMBER AT LARGE 3.00 X 0 0 0 MICHAEL SHANNON MEMBER AT LARGE 3.00 X 0 0 0 MICHAEL SOOJIAN MEMBER AT LARGE 3.00 X 0 0 0 JOSE LUGARO MEMBER AT LARGE 3.00 X 0 0 0 PAULINE CANDAUX MEMBER AT LARGE 3.00 X 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIRECTOR 40.00 X 157000 0 0 157000 0 0 1 0 1 0 0 233704 2160883 2394587 PERFORMANCE SERIES 711120 999582 999582 999582 121725 121725 335481 91277 244204 244204 OTHER 711120 610 610 610 3760708 999582 0 366539 1696742 1177301 308407 211034 195647 170372 1759 23516 110188 750 109438 84773 84773 PRODUCTION EXPENSES 1183867 1162565 16578 4724 OPERATIONS 143683 26210 111495 5978 PROFESSIONAL FEES 100456 0 100456 3515356 2621971 648133 245252 337148 459639 4036613 4164646 317128 530148 53841 78960 820332 467113 437992 353219 12000 272554 5194722 5859166 97190 126871 1218 1218 18629 277874 117037 405963 X 4428466 4721883 649219 731320 5077685 5453203 5194722 5859166 245352 130166 0 X X 0 1 X 0 0 X 1894947 1635336 2725672 3025742 2520865 11802562 1894947 1635336 2725672 3025742 2520865 11802562 1812778 9989784 3966 18578 3596 26140 11828702 1674235 0.84450 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 820332 467113 353219 353219 DEFERRED RENT LIABILITY 74497 LONG TERM LEASE LIABILITY 203377 277874 3982153 130167 91278 221445 3760708 0 3760708 3606634 91278 91278 3515356 0 3515356 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 91,278. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 91,278. PREMIER PARTY 335481 335481 4601 54897 31779 335481 335481 4601 54897 31779 91277 244204 0 0 0 0 0 0 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIRECTOR 157000 0 0 0 0 0 0 0 0 0 157000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EXPLANATION: THE BOARD OF DIRECTORS OF BALLETX UNDER THE ADVICE OF THE TREASURER SHALL EMPLOY AN EXTERNAL AUDITING FIRM TO PREPARE THE FINANCIAL NUMBERS OF THE FORM 990. THE TREASURER AND PRESIDENT WILL COMPLETE THE GOVERNANCE SECTIONS, AND WILL CONSULT WITH THE EXECUTIVE DIRECTOR TO IDENTIFY AND COMPLETE THE PROGRAMMATIC COMPONENTS. THE FULL BOARD RECEIVES A COPY OF THE FORM PRIOR TO FILING FOR FINAL REVIEW AND THE FORM SHALL BE APPROVED BY A QUORUM OF THE BOARD OF DIRECTORS AT ANY REGULAR, ANNUAL OR SPRECIAL MEETING AS DIRECTED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C 1) EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. B) HAS READ AND UNDERSTANDS THE POLICY C) HAS AGREED TO COMPLY WITH THE POLICY D) UNDERSTANDS THAT BALLETX IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. 2) IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 3) THE BOARD OF DIRECTORS SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 PAYROLL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 1) EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. B) HAS READ AND UNDERSTANDS THE POLICY C) HAS AGREED TO COMPLY WITH THE POLICY D) UNDERTANDS THAT BALLETX IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. 2) IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 3) THE BOARD OF DIRECTORS SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART XII, LINE 2C ORGANIZATIONS BOARD REVIEWS ALL FINANCIAL STATEMENTS PRIOR TO ACCEPTANCE AND ISSUANCE.