2026-02-05T09:43:22-06:00 2024-07-31 562353893 AGRESTA STORMS & O'LEARY PC 5140 COMMERCE CIRCLE INDIANAPOLIS IN 46237 990 2023-08-01 342066059 INDIANAPOLIS BALLET INC INDI 3179557525 502 NORTH CAPITOL AVENUE SUITE B INDIANAPOLIS IN 46204 DON STEFFY EXECUTIVE DIRECTOR 3179557525 2026-01-27 1 1 MICHELLE A CLOUSE EA P01218056 3177809850 2026-01-14 2023 2025-03-06 01:10:19Z X DON STEFFY 502 NORTH CAPITOL AVENUE SUITE B INDIANAPOLIS IN 46204 2689931 0 X WWW.INDYBALLET.ORG X 2006 IN INDIANAPOLIS BALLET EMBRACES THE HISTORY AND FUTURE OF CLASSICAL BALLET THROUGH DYNAMIC PERFORMANCES, VISIONARY NEW WORKS, EXTRAORDINARY TRAINING, AND BY PROVIDING TRANSFORMATIVE COMMUNITY OUTREACH PROGRAMS TO THE WIDEST POSSIBLE AUDIENCES. INDIANAPOLIS BALLET (IB) AND THE INDIANAPOLIS SCHOOL OF BALLET (ISB) BELIEVE IN A CULTURALLY DIVERSE ENVIRONMENT AND THE PHYSICAL, INTELLECTUAL, EMOTIONAL, AND ARTISTIC GROWTH OF ALL DANCERS. 17 17 67 135 0 0 491015 1408049 927106 1091410 43926 148613 99230 -19019 1561277 2629053 0 0 0 0 1087240 1292442 0 0 192810 702289 846942 1789529 2139384 -228252 489669 3201892 3767180 746191 713352 2455701 3053828 X INDIANAPOLIS BALLET EMBRACES THE HISTORY AND FUTURE OF CLASSICAL BALLET THROUGH DYNAMIC PERFORMANCES, VISIONARY NEW WORKS, EXTRAORDINARY TRAINING, AND BY PROVIDING TRANSFORMATIVE COMMUNITY OUTREACH PROGRAMS TO THE WIDEST POSSIBLE AUDIENCES. INDIANAPOLIS BALLET (IB) AND THE INDIANAPOLIS SCHOOL OF BALLET (ISB) BELIEVE IN A CULTURALLY DIVERSE ENVIRONMENT AND THE PHYSICAL, INTELLECTUAL, EMOTIONAL, AND ARTISTIC GROWTH OF ALL DANCERS. 0 0 1274801 1092615 A PROFESSIONAL BALLET COMPANY AND SCHOOL PROMOTING BALLET AND OTHER DANCE FORMS IN INDIANAPOLIS AND TO SURROUNDING COMMUNITIES THROUGH PERFORMANCES, CLASSES, AND OUTREACH PROGRAMS. 1274801 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 41 0 1 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 IN X THE ORGANIZATION 3179557525 502 NORTH CAPITOL AVENUE SUITE B INDIANAPOLIS IN 46204 X DANIEL PULLIAM PRESIDENT 2.00 X X 0 0 0 WILLIAM FR BRISCOE MEMBER 2.00 X 0 0 0 BOB BERBECO MEMBER 2.00 X 0 0 0 JENNIE DEEM MEMBER 2.00 X 0 0 0 DR MARY K BECKWITH MEMBER 2.00 X 0 0 0 AMY KOTZBAUER SECRETARY 2.00 X X 0 0 0 TONY JAVORKA CPA TREASURER 2.00 X X 0 0 0 ASHANTI MURDOCK-ASH MEMBER 2.00 X 0 0 0 JACKIE NYTES VICE PRESIDENT 2.00 X X 0 0 0 ROBERT EINTERZ MEMBER 2.00 X 0 0 0 MELINDA EMERY MEMBER 2.00 X 0 0 0 JAMIE GIBBS MEMBER 2.00 X 0 0 0 REGINA JONES MEMBER 2.00 X 0 0 0 REBECCA LOMAX MEMBER 2.00 X 0 0 0 FERNANDO SERPA MEMBER 2.00 X 0 0 0 BRITT SUTTON MEMBER 2.00 X 0 0 0 KRYSTIN WIGGS MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 X 29203 1378846 3000 1408049 TICKET SALES 611600 655835 655835 EDUCATION PROGRAM FEES 611600 340322 340322 SET SALES 611600 73000 73000 EVENT PROMOTIONAL ITEM 611600 22253 22253 1091410 47155 47155 120825 19367 101458 101458 101458 21287 41511 -20224 -20224 STUDIO RENT 531120 1205 1205 1205 2629053 1092615 0 128389 X 1170555 798389 264698 107468 27408 18637 6304 2467 94479 64246 21730 8503 196960 139261 42443 15256 142024 31321 110268 435 21129 11901 9228 147844 1831 146013 11684 7584 4034 66 7755 7755 5406 5406 BALLET EXPENSES 200738 192860 7878 PRINTING AND COPYING 58407 0 9554 48853 SUPPLIES 27481 7211 19771 499 BANK AND CC FEES 23643 13298 10345 3871 163 3673 35 2139384 1274801 671773 192810 X 919952 596509 139926 73949 1880 1880 28517 20150 185394 95656 21451 89738 850937 2090166 2134017 3201892 3767180 31848 84872 115495 132618 598848 495862 746191 713352 X 2445334 2061923 10367 991905 2455701 3053828 3201892 3767180 489669 192610 -84152 0 X X 0 1 X 1 0 X 957383 737803 2257307 811640 1408049 6172182 957383 737803 2257307 811640 1408049 6172182 6172182 1759 589 1696 27858 47155 79057 119279 62122 40470 26689 248560 6499799 2648023 0.94960 0.93580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1050857 24343 144950 1220150 1000000 52897 2040 1050857 1.00000 0 0 11437 8706 2731 82747 67139 15608 91210 19811 71399 89738 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1669882 OPERATING LEASE RIGHT OF USE ASSET 453768 DONOR RESTRICTED CASH 10367 2134017 OPERATING LEASE OBLIGATIONS 495862 495862 X 2863174 192610 41511 234121 2629053 0 2629053 2180895 41511 41511 2139384 0 2139384 PART X, LINE 2: THE ORGANIZATION IS SUBJECT TO AUDIT BY FEDERAL, STATE OR LOCAL AUTHORITIES IN THE AREAS OF INCOME TAXES. ALONG WITH A FEDERAL TAX FILING, THE ORGANIZATION FILES IN THE STATE OF INDIANA. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR 2022 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. THESE AUDITS COULD INCLUDE QUESTIONING THE ORGANIZATION'S TAX-EXEMPT STATUS AND COMPLIANCE WITH FEDERAL, STATE, AND LOCAL TAX LAWS. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT TWELVE MONTHS OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THEREFORE, THERE IS NO EFFECT RECORDED IN THESE FINANCIAL STATEMENTS FOR ASSETS OR LIABILITIES RESULTING FROM UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, WHICH TOTALED $-0- FOR THE YEAR ENDED JULY 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 41,511. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,511. FUNDRAISING 16929 16929 2413 19735 1 4358 4358 3702 15661 21287 21287 6115 15661 19735 41511 -20224 FORM 990, PART I, LINE 9 AMENDED PROGRAM SERVICE REVENUE: ORIGINAL FILING: $1,080,840 FORM 990, PART I, LINE 10 AMENDED INVESTMENT INCOME: ORIGINAL FILING: $128,063 FORM 990, PART I, LINE 11 AMENDED OTHER REVENUE: ORIGINAL FILING: $41,846 FORM 990, PART I, LINE 12 AMENDED TOTAL REVENUE: ORIGINAL FILING: $2,658,798 FORM 990, PART I, LINE 15 AMENDED SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS: ORIGINAL FILING: $1,289,979 FORM 990, PART I, LINE 16B AMENDED TOTAL FUNDRAISING EXPENSES: ORIGINAL FILING: $146,843 FORM 990, PART I, LINE 17 AMENDED OTHER EXPENSES: ORIGINAL FILING: $940,652 FORM 990, PART I, LINE 18 AMENDED TOTAL EXPENSES: ORIGINAL FILING: $2,230,631 FORM 990, PART I, LINE 19 AMENDED REVENUE LESS EXPENSES: ORIGINAL FILING: $428,167 FORM 990, PART I, LINE 20 AMENDED TOTAL ASSETS: ORIGINAL FILING: 3,873,769 FORM 990, PART I, LINE 21 AMENDED TOTAL LIABILITIES: ORIGINAL FILING: $753,624 FORM 990, PART I, LINE 22 AMENDED NET ASSETS OR FUND BALANCES: ORIGINAL FILING: $3,120,145 FORM 990, PART III, LINE 4A AMENDED REVENUE AND EXPENSE TOTALS. ORIGINAL REVENUE: $1,692,433 ORIGINAL EXPENSE: $1,210,108 FORM 990, PART IV, LINE 12A AMENDED TO VERIFY THAT COMPANY DID RECEIVE INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE YEAR. FORM 990, PART IV, LINE 11F AMENDED TO VERIFY THAT FINANCIAL STATEMENTS RECEIVED CONTAIN A FOOTNOTE THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990, ALL BOARD MEMBERS ARE SENT A COPY VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR TOP DIRECTORS IS DETERMINED BY THE BOARD OF DIRECTORS. IT IS COMPARED TO OTHER SIMILAR NONPROFITS, VETTED AGAINST BUDGET CONSTRAINTS, AND CONSIDERED IN LIGHT OF DIRECTORS' FINANCIAL NEEDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION, NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VIII, LINE 2 AMENDED PROGRAM SERVICE REVENUE: TICKET SALES - ORIGINAL FILING: $597,329 EDUCATION PROGRAM FEES - ORIGINAL FILING: $375,522 SET SALES - ORIGINAL FILING: $73,000 EVENT PROMOTIONAL ITEM - ORIGINAL FILING: $34,989 TOTAL - ORIGINAL FILING: $1,080,840 FORM 990, PART VIII, LINE 3 AMENDED INVESTMENT INCOME: ORIGINAL FILING: $46,664 FORM 990, PART VIII, LINE 7 AMENDED TOTALS FOR SALES OF ASSETS OTHER THAN INVENTORY. LINE 7A - ORIGINAL FILING: $81,399 LINE 7B - ORIGINAL FILING: $0 LINE 7C - ORIGINAL FILING: $81,399 LINE 7D - ORIGINAL FILING: $81,399 FORM 990, PART VIII, LINE 8 AMENDED TOTALS FOR FUNDRAISING INCOME. LINE 8A - ORIGINAL FILING: $81,924 LINE 8B - ORIGINAL FILING: $41,283 LINE 8C - ORIGINAL FILING: $40,641 FORM 990, PART IX, LINE 6 AMENDED COMPENSATION TOTALS. ORIGINAL FILING - A: $1,168,092; B: $813,163; C: $245,865; D: $109,064 FORM 990, PART IX, LINE 9 AMENDED TOTALS FOR OTHER EMPLOYEE BENEFITS. ORIGINAL FILING - A: $27,408; B: $19,080; C: $5,769; D: $2,559 FORM 990, PART IX, LINE 10 AMENDED TOTALS FOR PAYROLL TAXES. ORIGINAL FILING - A: $94,479; B: $65,022; C: $14,952; D: $14,505 FORM 990, PART IX, LINE 11B AMENDED TOTALS FOR LEGAL FEES. ORIGINAL FILING - A: $7,830; C: $7,830 FORM 990, PART IX, LINE 11C AMENDED TOTALS FOR ACCOUNTING FEES. ORIGINAL FILING - A: $24,410; C: $24,410 FORM 990, PART IX, LINE 11F AMENDED TOTALS FOR INVESTMENT MANAGEMENT FEES. ORIGINAL FILING - A: $19,198; C: $19,198 FORM 990, PART IX, LINE 12 AMENDED TOTALS FOR ADVERTISING AND PROMOTION. ORIGINAL FILING - A: $123,601; B: $123,601 FORM 990, PART IX, LINE 13 AMENDED TOTALS FOR OFFICE EXPENSE. ORIGINAL FILING - A: $21,129; C: $21,129 FORM 990, PART IX, LINE 14 AMENDED TOTALS FOR INFORMATION TECHNOLOGY. ORIGINAL FILING: $0 FORM 990, PART IX, LINE 16 AMENDED TOTALS FOR OCCUPANCY ORIGINAL FILING - A: $159,458; B: $143,353; C: $16,105 FORM 990, PART IX, LINE 17 AMENDED TOTALS FOR TRAVEL. ORIGINAL FILING - A: $11,684; B: $6,608; D: $5,076 FORM 990, PART IX, LINE 22 AMENDED TOTALS FOR DEPRECIATION. ORIGINAL FILING - A: $5,110; B: $5,110 FORM 990, PART IX, LINE 23 AMENDED TOTALS FOR INSURANCE. ORIGINAL FILING - A: $5,997; C: $5,997 FORM 990, PART IX, LINE 24 AMENDED TOTALS FOR OTHER EXPENSES. ORIGINAL FILING: 24A BALLET EXPENSES: A: $274,781; B: $274,781 24B PRINTING AND COPYING: A: $61,531; B: $61,531 24C SUPPLIES: A: $27,481; B: $23,374; C: $4,107 24D BANK AND CC FEES: A: $23,643; C: $23,643 24E ALL OTHER EXPENSES: A: $10,079; B: $6,963; C: $365; D: $2,751 FORM 990, PART IX, LINE 11G AMENDED TOTALS FOR OTHER FEES FOR SERVICES: ORIGINAL FILING: A: $164,720; B: $149,847; C: $1,985; D: $12,888 FORM 990, PART X, LINE 1 AMENDED TOTAL FOR CASH. ORIGINAL FILING: $562,298 FORM 990, PART X, LINE 4 AMENDED TOTAL FOR ACCOUNTS RECEIVABLE. ORIGINAL FILING: $195,515 FORM 990, PART X, LINE 9 AMENDED TOTAL FOR PREPAID EXPENSES. ORIGINAL FILING: $10,264 FORM 990, PART X, LINE 10 AMENDED TOTALS FOR LAND, BUILDINGS, AND EQUIPMENT. ORIGINAL FILING: 10A: $111,351 10B: $93,011 10C: $18,340 FORM 990, PART X, LINE 11 AMENDED TOTALS FOR INVESTMENTS - PUBLICLY TRADED SECURITIES. ORIGINAL FILING: $1,727,676 FORM 990, PART X, LINE 15 AMENDED TOTALS FOR OTHER ASSETS. ORIGINAL FILING: $1,357,796 FORM 990, PART X, LINE 17 AMENDED TOTALS FOR ACCOUNTS PAYABLE. ORIGINAL FILING: $34,690 FORM 990, PART X, LINE 25 AMENDED TOTALS FOR OTHER LIABILITIES. ORIGINAL FILING: $586,316 FORM 990, PART X, LINE 27 AMENDED TOTALS FOR NET ASSETS WITHOUT DONOR RESTRICTIONS. ORIGINAL FILING: $3,109,778 FORM 990, PART X, LINE 28 AMENDED TOTALS FOR NET ASSETS WITH DONOR RESTRICTIONS. ORIGINAL FILING: $10,367 FORM 990, PART XII, LINE 2C: NO CHANGES TO THE PROCESS WERE MADE DURING THE FISCAL YEAR. FORM 990, PART XII, LINE 2B AMENDED TO INCLUDE THAT THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A SEPARATE BASIS. SCH A, PART II, LINE 8 AMENDED THE AMOUNT FOR CURRENT YEAR INVESTMENT INCOME (COLUMN E): ORIGINAL FILING: $46,664 SCH A, PART II, LINE 11 AMENDED TOTAL SUPPORT: ORIGINAL FILING: $6,499,799 SCH A, PART II, LINE 14 AMENDED PUBLIC SUPPORT PERCENTAGE: ORIGINAL FILING: 94.97% SCH D, PART V, LINE 1 AMENDED TOTALS FOR COLUMN A OF LINE 1: ORIGINAL FILING - LINE 1A: $1,050,857 LINE 1B: $504,101 LINE 1C: $25,110 LINE 1F: $3,893 LINE 1G: $1,576,175 SCH D, PART VI, LINE 1E AMENDED TOTALS FOR OTHER PROPERTY: ORIGINAL FILING: B: $17,167; C: $17,167; D: $0 SCH D, PART XI SECTION ADDED DUE TO RECEIPT OF AUDITED FINANCIAL STATEMENTS SCH D, PART XII SECTION ADDED DUE TO RECEIPT OF AUDITED FINANCIAL STATEMENTS SCH G, PART II, LINE 1 AMENDED TOTALS FOR GROSS RECEIPTS: ORIGINAL FILING: A: $75,435; C: $6,489; D: $81,924 SCH G, PART II, LINE 3 AMENDED TOTALS FOR GROSS INCOME: ORIGINAL FILING: A: $75,435; C: $6,489; D: $81,924 SCH G, PART II, LINE 6 AMENDED TOTALS FOR RENT/FACILITY COSTS: ORIGINAL FILING: C: $3,474; D: $5,887 SCH G, PART II, LINE 10 AMENDED DIRECT EXPENSE SUMMARY: ORIGINAL FILING: $41,283 SCH G, PART II, LINE 11 AMENDED NET INCOME SUMMARY: ORIGINAL FILING: $40,641