2025-01-17T18:14:49-06:00 2024-07-31 233099625 KEISER GIORDANO CPA'S PC 141 FRIENDS LANE NEWTOWN PA 18940 990 2023-08-01 311784286 BALLETX BALL 2152255389 1923 WASHINGTON AVE PHILADELPHIA PA 19146 JAN P BOSWINKEL CHAIR 2152255389 2025-01-17 1 0 JAMES D KEISER III P00718732 2157852600 2023 2024-10-15 13:58:12Z JAN P BOSWINKEL 1923 WASHINGTON AVE PHILADELPHIA PA 19146 11965285 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. 18 18 34 0 0 0 2730069 9978476 881590 1049568 251892 276207 610 325192 3864161 11629443 0 0 0 0 1696742 1953314 0 0 309709 1909893 2118013 3606635 4071327 257526 7558116 5859166 13957276 405963 892439 5453203 13064837 X BALLETX EXPANDS THE VOCABULARY OF CONTEMPORARY BALLET FOR ALL AUDIENCES THROUGH INNOVATIVE PERFORMANCES, WORLD PREMIERE CHOREOGRAPHY, DANCE EDUCATION, AND COMMUNITY PROGRAMS. 0 0 2838618 841203 BALLETX'S ANNUAL PERFORMANCE SEASON IN PHILADELPHIA FEATURES FIVE SERIES THAT SHOWCASE NEW COLLABORATIONS, LARGE-SCALE EVENING-LENGTH WORKS, ORIGINAL SCORES, GUEST ARTISTS, AND LIVE MUSIC. THE 2023-2024 SEASON INCLUDED: FALL SERIES, WITH A WORLD PREMIERE BY MATTHEW NEENAN; BALLETX IN BRYN MAWR, WITH A WORLD PREMIERE BY KEELAN WHITMORE; SPRING SERIES, WITH WORLD PREMIERES BY NICOLA WILLS AND JENNIFER ARCHIBALD ; FESTIVAL AT THE MANN, WITH WORLD PREMIERES BY NATASHA ADORLEE AND TAKEHIRO UEYAMA; AND SUMMER SERIES, WITH WORLD PREMIERES BY AMY HALL GARNER, LOUGHLAN PRIOR, AND STINA QUAGEBEUR. PERFORMANCES REACHED AUDIENCES IN EXCESS OF 14,000. 139089 174847 TOURING: IN ADDITION TO PHILADELPHIA MAIN STAGE PERFORMANCES, BALLETX PARTICIPATES IN A GROWING NUMBER OF NATIONAL AND INTERNATIONAL TOURS. IN THE 2023-2024 SEASON, THE COMPANY TOURED TO THE FOLLOWING VENUES: DENNIS C. MOSS CENTER (MIAMI, FL); THE JOYCE THEATER (NEW YORK, NY); ARTIS-NAPLES (NAPLES, FL); THE SARATOGA PERFORMING ARTS CENTER (SARATOGA, NY); AND THE PHILADELPHIA CHAMBER MUSIC SOCIETY AT THE KIMMEL CENTER (PHILADELPHIA, PA). TOUR PERFORMANCES REACHED AUDIENCES IN EXCESS OF 5,500. 143706 32518 DANCE EXCHANGE: DANCE EXCHANGE IS BALLETX'S IN-SCHOOL EDUCATION PROGRAM THAT 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 , WHILE STRENGTHENING IMPORTANT LIFE SKILLS SUCH AS SELF-CONFIDENCE, FOCUS, TEAMWORK, AND DETERMINATION. IN THE 2023-2024 SEASON, DANCE EXCHANGE ENGAGED SEVEN DANCE TEACHING ARTISTS AND TWO LIVE MUSICIANS TO WORK WITH 384 3RD AND 4TH GRADE STUDENTS IN 16 CLASSROOMS AT FIVE PHILADELPHIA PUBLIC SCHOOLS. 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 2023-2024 SCHOOL YEAR, BALLETX HOSTED 36 DREAM TEAM MEMBERS, WHO PERFORMED ALONGSIDE THE BALLETX DANCERS AT THREE PUBLIC PERFORMANCES POP UP PERFORMANCES: BALLETX BRINGS ITS 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 2023-2024 SEASON, BALLETX PERFORMED POP UPS AT "CHASING LOVE" WALK WITH LITTLE AMAL, JENKINTOWN FESTIVAL OF THE ARTS, PHILADELPHIA FALL ARTS FESTIVAL, AVENUE OF THE ARTS 30TH ANNIVERSARY GALA, JACK & JILL FOUNDATION, QUADRANGLE, AND WAVERLY HEIGHTS. FESTIVAL AT THE MANN: BALLETX'S PLATFORM AS RESIDENT DANCE COMPANY OF THE MANN CENTER FOR THE PERFORMING ARTS PROVIDES AN OPPORTUNITY TO PRESENT CONTEMPORARY BALLET IN A WAY THAT IS ACCESSIBLE AND INCLUSIVE, INVITING NEW AUDIENCES TO ENGAGE WITH THE ART FORM. IN THE 2023-2024 SEASON, THE FESTIVAL INCLUDED PRE-SHOW PERFORMANCES BY LOCAL YOUNG ARTISTS, AND THE COMPANY WORKED WITH 30 SERVICE ORGANIZATIONS TO DONATE OVER 2,500 FREE TICKETS TO COMMUNITY MEMBERS THROUGHOUT PHILADELPHIA.CHOREOGRAPHIC FELLOWSHIP: LAUNCHED IN 2016, BALLETX'S CHOREOGRAPHIC FELLOWSHIP UNITES ONE EMERGINGARTIST 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. IN THE 2023-2024 SEASON, BALLETX HOSTED CHOREOGRAPHIC FELLOW NICOLA WILLS, MENTORED BY JENNIFER ARCHIBALD.CHOREOGRAPHIC INCUBATOR: BALLETX'S CHOREOGRAPHIC INCUBATOR OFFERS EMERGING CHOREOGRAPHERS THE OPPORTUNITY TO DEVELOP THEIR ARTISTIC VISION THROUGH A WEEK-LONG, PAID RESIDENCY. THE INCUBATOR ALLOWS FOR EXPLORATION WITHOUT THE PRESSURE OF IMMEDIATE PRODUCTION, CULTIVATING NEW VOICES IN DANCE. IN THE 2023-2024 SEASON, BALLETX COMMISSIONEDINCUBATOR ARTISTS LE WANG AND NATASHA ADORLEE.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 THE COMPANY'S WORK TO AN INTERNATIONAL AUDIENCE, WHILE BUILDING AN OPEN PLATFORM TO EXPLORE ARTISTIC IDEAS AND VISIONS. IN THE 2023-2024 SEASON, BALLETX COMMISSIONED ITS RESIDENT FILMMAKER, DANIEL MADOFF, TO CREATE 10 BEHIND-THE-SCENES DOCUMENTARIES ON THE CREATIVE PROCESS BEHIND THE COMPANY'S WORLD PREMIERE BALLETS.DANCE FELLOWSHIP: THE DANCE FELLOWSHIP PROGRAM OFFERS UP TO FOUR PRE-PROFESSIONAL DANCERS EACH SEASON A SALARIED CONTRACT TO LEARN AND GROW ALONGSIDE BALLETX'S COMPANY DANCERS. THROUGH CLASSES WITH THE COMPANY DANCERS, ONE-ON-ONE MENTORSHIP, AND OPPORTUNITIES TO LEARN WORLD PREMIERE COMMISSIONS, BALLETX FELLOWS ARE TRAINED TO BE VERSATILE AND EMOTIVE, TO HONE TECHNICAL SKILLS, AND TO APPROACH THEIR ART WITH A WILLINGNESS TO EXPERIMENT, LEARN, AND COLLABORATE. IN THE 2023-2024 SEASON, BALLETX HAD A COHORT OF TWO DANCE FELLOWS.INTENSIVES: SINCE 2012, BALLETX HAS CULTIVATED THE NEXT GENERATION OF DANCERS THROUGH ITS ANNUAL INTENSIVE PRE-PROFESSIONAL DANCE TRAINING PROGRAMS. THESE PROGRAMS PROVIDE DEVELOPING DANCERS WITH DAY-LONG WORKSHOPS IN BALLET, REPERTORY, CONDITIONING, AND MORE. INTENSIVE STUDENTS TRAIN IN AN INTIMATE, COMPANY-STYLE SETTING, AND THEIR EXPERIENCE CULMINATES IN A PUBLIC PERFORMANCE. IN THE 2023-2024 SEASON, BALLETX'S INTENSIVES SERVED 39 STUDENTS. 3121413 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 0 0 34 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 JOHN BENSON VICE CHAIR 3.00 X X 0 0 0 JOSLYN EWART TREASURER 3.00 X X 0 0 0 TIMOTHY D KATSIFF 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 TRUPTI TRIVEDI 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 TIM MOIR MEMBER AT LARGE 3.00 X 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIREC 40.00 X 164385 0 0 164385 0 0 1 0 1 0 0 39560 9938916 15613 9978476 PERFORMANCE SERIES 711120 1049568 1049568 1049568 220174 220174 245140 189107 56033 56033 56033 471927 146735 325192 325192 11629443 1049568 0 601399 1654237 1249965 199537 204735 146819 111009 17675 18135 152258 115121 18330 18807 14517 14517 33862 33862 157233 123121 34112 254100 226886 2269 24945 134014 26924 98115 8975 85266 84773 493 PROGRAM EXPENSES 1267837 1257235 10602 OPERATIONS 171184 49500 121684 4071327 3121413 640205 309709 459639 338208 4164646 10500930 530148 2049311 78960 73854 922102 522379 353219 399723 272554 595250 5859166 13957276 126871 128963 1218 165814 277874 597662 405963 892439 X 4721883 4430142 731320 8634695 5453203 13064837 5859166 13957276 7558116 187118 -133600 0 X X 0 1 X 1 0 X 1635336 2725672 3025742 2520865 10450403 20358018 1635336 2725672 3025742 2520865 10450403 20358018 1594792 18763226 18578 3596 22174 20380192 857918 0.92070 0.84450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 922102 522379 399723 399723 DEFERRED RENT LIABILITY 68132 LONG TERM LEASE LIABILITY 529530 597662 11963297 187118 146736 333854 11629443 0 11629443 4218063 146736 146736 4071327 0 4071327 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 146,736. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 146,736. PREMIER PARTY 471927 471927 10454 63867 72414 471927 471927 10454 63867 72414 146735 325192 X 0 0 0 0 0 0 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIREC 164385 0 0 0 0 0 0 0 0 0 164385 0 0 0 PART I, LINE 3 BALLETX BOARD OF DIRECTORS APPROVES COMPENSATION. 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.