2024-03-18T16:36:46-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 436052680 KANSAS CITY BALLET ASSOCIATION % GEORGE HANS KANS 8169312232 500 W PERSHING RD KANSAS CITY MO 64108 DAVID GRAY EXECUTIVE DIRECTOR 8169312232 2024-05-15 true JEFFREY J BENTLEY 999009999 April Arnold P01559426 8162216300 2024-05-15 3 2022 2023-04-26 12:10:37Z DAVID GRAY 500 W PERSHING RD KANSAS CITY MO 64108 12551927 false X KCBALLET.ORG X 1957 MO TO INSPIRE AND ENGAGE THROUGH THE BEAUTY, POWER AND PASSION OF DANCE 33 31 219 300 0 0 7437531 5276072 4303763 6120548 1014667 12389 58603 119301 12814564 11528310 230805 212348 0 0 5798715 5776432 0 750 715517 4086137 5019509 10115657 11009039 2698907 519271 44028561 48422046 1542305 3622173 42486256 44799873 X TO INSPIRE AND ENGAGE THROUGH THE BEAUTY, POWER AND PASSION OF DANCE false false 6355692 0 4522347 KANSAS CITY BALLET PERFORMANCES - SEE SCHEDULE O FOR DETAILS 1894604 192948 1581746 KANSAS CITY BALLET SCHOOL DANCE ACADEMY - SEE SCHEDULE O FOR DETAILS 167321 19400 16455 KANSAS CITY BALLET COMMUNITY ENGAGEMENT AND EDUCATION - SEE SCHEDULE O FOR DETAILS 8417617 true true false false false false false true false true true false false false true false true false false false false false false false true false false false true true false false false false false false false false true false false false false true true true false false true 61 0 true 219 true false false false false false true true false false false false false false X 33 31 false false false false false false false true true false true true true true true true true true true true false X X GEORGE HANS 8169312232 500 W PERSHING RD KANSAS CITY MO 64108 DEVON E CARNEY ARTISTIC DIRECTOR 40.0 0.0 X X 216186 0 10221 JEFFREY J BENTLEY EXECUTIVE DIRECTOR 40.0 0.0 X X 214876 0 10600 KEVIN AMEY CHIEF OPERATING OFFICER 40.0 0.0 X 117103 0 10660 JENNIFER WAMPLER CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 102716 0 16801 GEORGE HANS CHIEF FINANCIAL OFFICER 40.0 0.0 X 103152 0 10621 AVIVA AJMERA DIRECTOR 1.0 0.0 X 0 0 0 ANNE ELSBERRY DIRECTOR 1.0 0.0 X 0 0 0 DAVID HARRIS TREASURER 1.0 0.0 X X 0 0 0 MATT JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 JULIA IRENE KAUFFMAN CHAIRMAN OF THE BOARD 1.0 0.0 X X 0 0 0 CINDY MAHONEY DIRECTOR 1.0 0.0 X 0 0 0 SUSAN LORDI MARKER DIRECTOR 1.0 0.0 X 0 0 0 STEVE MCDOWELL DIRECTOR 1.0 0.0 X 0 0 0 RACHEL MERLO VICE PRESIDENT 1.0 0.0 X X 0 0 0 TRACY MUSOLF DIRECTOR 1.0 0.0 X 0 0 0 KATHY NEMECHEK VICE PRESIDENT 1.0 0.0 X X 0 0 0 CAROLYN PARKERSON SECRETARY 1.0 0.0 X X 0 0 0 SARAH NELSON DIRECTOR 1.0 0.0 X 0 0 0 CICI ROJAS PRESIDENT 1.0 0.0 X X 0 0 0 JACK ROWE PAST PRESIDENT 1.0 0.0 X X 0 0 0 SUZANNE SHANK DIRECTOR 1.0 0.0 X 0 0 0 BARBARA STORM VICE PRESIDENT 1.0 0.0 X X 0 0 0 ANGELA WALKER DIRECTOR 1.0 0.0 X 0 0 0 PATRICIA MACDONALD DIRECTOR 1.0 0.0 X 0 0 0 KATHY STEPP DIRECTOR 1.0 0.0 X 0 0 0 LINDA LENZA DIRECTOR 1.0 0.0 X 0 0 0 STEVE DOYAL DIRECTOR 1.0 0.0 X 0 0 0 MARK SAPPINGTON DIRECTOR 1.0 0.0 X 0 0 0 CHARLOTTE KEMPER BLACK DIRECTOR 1.0 0.0 X 0 0 0 KENT STALLARD DIRECTOR 1.0 0.0 X 0 0 0 MARISSA WICKAM PRESIDENT, BARRE KC 1.0 0.0 X 0 0 0 JOAB ORTIZ DIRECTOR 1.0 0.0 X 0 0 0 DONNA M DAVIS PHD DIRECTOR 1.0 0.0 X 0 0 0 DERALD DAVIS EDD DIRECTOR 1.0 0.0 X 0 0 0 LUCY WELLS COULSON DIRECTOR 1.0 0.0 X 0 0 0 MELISSA FORD PRESIDENT, KC BALLET GUILD 1.0 0.0 X 0 0 0 754033 0 58903 5 false true false JE DUNN CONSTTRUCTION COMPANY 1001 LOCUST ST KANSAS CITY MO 64106 CONSTRUCTION COMPANY 1750254 KAUFFMAN CENTER FOR THE PERFORMING 1601 BROADWAY BLVD KANSAS CITY MO 64108 PERFORMANCE HALL 1047645 TEC PAYROLL SERVICE INC 1321 SWIFT ST KANSAS CITY MO 64116 STAGEHANDS 487322 KANSAS CITY SYMPHONY 1644 WYANDOTTE ST KANSAS CITY MO 64108 ORCHESTRA 400249 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 641111874 STUDENT HOUSING 160531 5 712424 647433 3916215 52610 5276072 Performances 711110 4522347 4522347 Tuition 616000 1598201 1598201 6120548 470041 470041 0 0 17585 2500 17585 2500 20085 20085 350000 656 808308 -458308 656 -457652 -457652 127862 712424 215309 -87447 -87447 0 0 0 0 0 0 Miscellaneous 900099 246832 246832 LLC Income 711190 -60169 -60169 186663 11528310 6060379 191859 0 212348 212348 0 0 503067 231411 206257 65399 0 4241266 3432702 409781 398783 61074 16615 44459 569921 468356 51172 50393 401104 309870 48930 42304 0 9693 9693 52511 52511 0 750 750 48482 48482 236512 43440 122395 70677 491540 491540 262223 133536 88835 39852 25322 4895 20427 0 743447 197222 546225 407515 371378 10937 25200 0 0 0 0 846749 790278 34312 22159 94449 94449 Orchestra & Guest Artists 665437 665437 Theater Expenses 425070 425070 Costumes, Sets & Shoes 277430 277430 HOUSING 244358 244358 188771 101731 87040 11009039 8417617 1875905 715517 0 0 3879585 2858822 1118786 631138 0 0 0 0 0 0 0 0 0 0 207696 216835 30233084 7616137 21637197 22616947 16891954 20080926 0 0 102283 42114 0 0 191060 1975264 44028561 48422046 452013 679069 0 0 1090292 1050945 0 0 0 0 0 0 0 0 0 0 0 1892159 1542305 3622173 X 24095668 23672113 18390588 21127760 42486256 44799873 44028561 48422046 519271 1794346 X false true X true false X 7586782 3232806 5514324 7437531 5276072 29047515 5595587 4644283 799211 4303763 6120548 21463392 0 0 0 13182369 7877089 6313535 11741294 11396620 50510907 575534 369897 1674788 2675017 2155538 7450774 0 575534 369897 1674788 2675017 2155538 7450774 43060133 223183 252469 279415 313283 490126 1558476 0 223183 252469 279415 313283 490126 1558476 0 0 0 0 0 0 66559 136837 -14862 80138 186663 455335 13472111 8266395 6578088 12134715 12073409 52524718 0.81981 0.83227 0.02967 0.02577 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141344 X X false 16477132 1853892 1684665 350000 19665689 18223363 796286 -2505253 37264 16477132 13920769 999951 3302643 18223363 11847916 1777596 315257 20000 13920769 10366679 1533078 648159 700000 11847916 0.00400 0.77900 0.21700 false false 23518605 3477999 20040606 1955472 103558 1851914 1921587 1613084 308503 2837420 2421496 415924 22616947 0 OPERATING LEASE LIABILITY 1892159 1892159 13572744 1794346 23092 275478 2092916 11479828 48482 48482 11528310 11259127 23092 275478 298570 10960557 48482 48482 11009039 SCHEDULE D, PART III, LINE 4 THE DONATED PAINTING AND SCULPTURES ARE DISPLAYED THROUGHOUT THE BOLENDER CENTER FOR VISITORS, STUDENTS AND STAFF TO APPRECIATE AND ENJOY. KANSAS CITY BALLET HOPES TO PRESERVE THESE WORKS OF ART TO INSPIRE FUTURE GENERATIONS OF DANCERS, STUDENTS AND DONORS. SCHEDULE D, PART V, LINE 4 KANSAS CITY BALLET ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR A VARIETY OF PURPOSES, INCLUDING DANCER SALARIES, STUDENT SCHOLARSHIPS, COSTUMES, BUILDING UPKEEP AND MAINTENANCE, AND GENERAL OPERATING EXPENSES. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS DISCLOSURE - MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PARTS XI AND XII, LINE 2D FUNDRAISING EXPENSES $215,309 LLC INCOME $ 60,169 ------------ TOTAL $275,478 BALLET BALL 634961 563041 71920 5000 61420 5500 46386 CHILDREN'S BALL 150110 116323 33787 23057 10731 39862 1 55215 33060 22155 2800 16758 2598 1197 840286 712424 127862 7800 101235 18829 87445 215309 -87447 true SCHOLARSHIP/FINANCIAL AID 161 212348 SCHEDULE I, PART I, LINE 2 KANSAS CITY BALLET SCHOOL AWARDS SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS BASED ON MERIT. THE SCHOOL FACULTY DECIDES THE AMOUNT AND QUANTITY OF SCHOLARSHIPS BASED ON THE ARTISTIC CAPABILITIES OF THE STUDENT. KANSAS CITY BALLET SCHOOL ALSO AWARDS FINANCIAL AID TO STUDENTS AND THEIR FAMILIES WHO NEED TUITION ASSISTANCE. THE AMOUNT OF THE FINANCIAL AID IS DETERMINED BY NEED, VERIFIED ANNUAL INCOME AND AVAILABLE FUNDING. X X X X X false false false false false false false false false JEFFREY J BENTLEY EXECUTIVE DIRECTOR 214876 0 0 0 0 0 3151 0 7449 0 225476 0 0 0 DEVON E CARNEY ARTISTIC DIRECTOR 216186 0 0 0 0 0 3229 0 6992 0 226407 0 0 0 X 9277 FAIR MARKET VALUE X 5 38783 FAIR MARKET VALUE X 5 2950 FAIR MARKET VALUE X EQUIPMENT 1 1600 FAIR MARKET VALUE false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION USES A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. FORM 990, PART III, LINE 4A, 4B, & 4C KANSAS CITY BALLET PERFORMANCES 57,852 PEOPLE SERVED. KANSAS CITY BALLET opened its 65th SEASON with 'Giselle' (October 14-23), (choreography by Devon Carney, music by Adolphe Adam). IN DECEMBER, KANSAS CITY BALLET PERFORMED DEVON CARNEY'S HOLIDAY CLASSIC 'THE NUTCRACKER' WITH MUSIC BY PETER I. TCHAIKOVSKY IN one SCHOOL AND twenty-one PUBLIC PERFORMANCES (DECEMBER 7-24). EACH SHOW IS PERFORMED BY THE OUTSTANDING PROFESSIONAL COMPANY OF KANSAS CITY BALLET WITH MEMBERS OF THE KANSAS CITY BALLET SCHOOL AND ACCOMPANIED BY THE KANSAS CITY SYMPHONY. For its winter performance (February 17-26), KANSAS CITY BALLET PERFORMED 'Cinderella' (choreography by Devon Carney, music by Sergei Prokofiev). Kansas City Ballet concluded its 2022-23 performance season with a mixed repertoire program called 'Bliss Point' (May 12 -21). Included in the mixed repertoire program was 'Sandpaper' (choreography by Mark Morris, music by Leory Anderson), 'Petite Mort' (choreography by Jiri Kylian, music by Wolfgang Amadeus Mozart) and 'Cacti', (choreography by Alexander Ekman, music by Franz Joseph Haydn, Ludwig van Beethoven, and Franz Schubert). KANSAS CITY BALLET SCHOOL 1,773 PEOPLE SERVED. PROVIDING EXCELLENCE IN DANCE TRAINING SINCE 1981, KANSAS CITY BALLET SCHOOL HAS TWO CAMPUSES, DOWNTOWN AND IN JOHNSON COUNTY, SERVING THE NEEDS OF PRE-PROFESSIONAL AND RECREATIONAL DANCE STUDENTS, BOTH CHILDREN AND ADULTS. THE ACADEMY OFFERS CLASSES FOR CHILDREN AGES 2-19 VARYING FROM CREATIVE MOVEMENT, BALLET, POINTE, MODERN, JAZZ, CONTEMPORARY, VARIATIONS, CONDITIONING, FLAMENCO & MORE. WE OFFER AN ADAPTIVE DANCE PROGRAM FOR CHILDREN WITH MIXED COGNITIVE ABIITIES AS WELL AS A DAYTIME PROGRAM FOR STUDENTS WHO ARE LOOKING TO FURTHER THEIR DANCE EDUCATION EVEN MORE. STUDENTS IN THE ACADEMY PROGRAM HAVE THE OPPORTUNITY TO AUDITION FOR COMPANY PRODUCTIONS SUCH AS THE NUTCRACKER, AND ALSO PARTICIPATE IN A SPRING SCHOOL PERFORMANCE. OUR PRE-PROFESSIONAL STUDENTS ALSO ARE ELIGIBLE TO PARTICIPATE IN KANSAS CITY YOUTH BALLET (THE PERFORMING ENSEMBLE OF THE SCHOOL) AND IN COMPETITIONS SUCH AS YOUTH AMERICA GRAND PRIX AND UNIVERSAL BALLET COMPETITION. EACH YEAR KCBS OFFERS A FIVE-WEEK SUMMER INTENSIVE PROGRAM, WHICH ATTRACTS STUDENTS FROM ALL OVER THE COUNTRY. KANSAS CITY BALLET'S SECOND COMPANY SERVES AS AN EMERGING PROFESSIONALS PROGRAM FOR EXTRAORDINARILY TALENTED YOUNG DANCERS. OUR STUDIO PROGRAM OFFERS DROP-IN CLASSES FOR TEENS AND ADULTS OF ANY LEVEL IN VARIOUS STYLES OF DANCE AND FITNESS. THERE ARE CLASSES SPECIFICALLY FOR OUR SILVER COMMUNITY AS WELL AS THOSE RECOVERING FROM A BRAIN INJURY. WE OFFER CLASSES IN BALLET, TAP, JAZZ, FLAMENCO, PROGRESSING BALLET TECHNIQUE (PBT), PILATES, YOGA, DANCEFIX, BEMOVED, BALLET BOD, BARRE FITNESS, BABY BUNDLE AND MORE. KANSAS CITY BALLET COMMUNITY ENGAGEMENT AND EDUCATION In fiscal year 2023 a total of 21,425 youth and adults were impacted through programs offered by Kansas City Ballet's Community Engagement and Education Department. Several pre- performance programs were offered. 1,000 people attended five Belger Footnotes programs in the theater. KCB Dancer Chats, a FREE online community engagement and education series, reached 350 people virtually in 5 different programs, with KC Ballet dance artists and various community members as guest moderators. KCB Dance Speaks, offered again in person, served 139 people during 5 different panels with KC Ballet guest choreographers, stagers, and KC Ballet artistic staff. Studio to Stage lecture demonstration programs were offered in person in 6 community venues and served 2,200 children and adults and a KCB II @ Home performance was performed for 142 audience members. 374 people participated in seven in person Dance Workshops. In FY23 a total of 104 new R.O.A.D. Scholarship students were selected to come and study dance at KC Ballet. 39 R.O.A.D. Scholar families attended two Parent/Guardian orientations. 245 people attended two R.O.A.D. Scholarship Showcases performed by the R.O.A.D. Scholars for their families and teachers with two R.O.A.D. Scholar Receptions held with 79 R.O.A.D. Scholars in attendance. 2,916 students and teachers attended three KC Ballet's Student Matinees at the Kauffman Center for the Performing Arts and the Frost Studio Theater. R.O.A.D Residency, our 12 to 24- week dance residency program in community schools taught by Kansas City Ballet teaching artists to live piano accompaniment, resumed in person classes and served 784 third and fourth grade students from 16 elementary schools throughout Missouri and Kansas. Fall and Spring R.O.A.D. Rallies were conducted in person with a total of 1,616 people in attendance. 650 people attended KC Dance Day in person performances by various community groups and in person dance classes at the Bolender Center. Five Open Company Rehearsals at the Bolender Center and three FREE Dress Rehearsals at the Kauffman Center were held and a total of 186 community members attended. Two Ballet Tours were conducted for 65 attendees and 3 Special Presentations for 62 attendees. We participated in the Future Stages Festival that 3,495 people attended. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S CFO AND CEO. ANY QUESTIONS OR CONCERNS THE CFO OR CEO HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE 990 IS THEN PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE BOARD HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME MEMBERSHIP ON THE BOARD OF DIRECTORS COMMENCES AND ANNUALLY THEREAFTER, BOARD MEMBERS (INCLUDING THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR) WILL SIGN A CONFLICT OF INTEREST DISCLOSURE FORM WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITION OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE GOVERNANCE COMMITTEE CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL SENIOR MANAGEMENT SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS, WHICH MAY EXIST OR APPEAR AS TO POSE A CONFLICT OF INTEREST FOR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD (INCLUDING ITS COMMITTEES). THE DISCLOSING INDIVIDUAL SHALL NEITHER VOTE NOR ENDEAVOR TO INFLUENCE CORPORATE ACTION IN ANY SUCH MATTER. UPON REQUEST OF THE BOARD, THE AFFECTED INDIVIDUAL SHALL LEAVE THE BOARDROOM WHILE THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION UTILIZES EXECUTIVE AND UPPER MANAGEMENT SALARY DATA COLLECTED BY DANCEUSA FROM BALLET COMPANIES OF COMPARABLE SIZE AND BUDGETS FROM ACROSS THE COUNTRY. THE BOARD OF DIRECTORS COMPENSATION COMMITTEE USES THE INFORMATION FROM THIS DATA SURVEY, AS WELL AS SALARY DATA FROM LIKE-SIZE LOCAL INSTITUTIONS SUCH AS SYMPHONY, OPERA AND THEATER ORGANIZATIONS. THE BOARD AND KANSAS CITY BALLET ALSO USE THE SALARY AND BENEFITS SURVEY OF GREATER KANSAS CITY REGIONAL NONPROFIT ORGANIZATIONS AND ASSOCIATIONS (UMKC BLOCH SCHOOL) TO REVIEW AND DETERMINE THE FINAL COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, MOST RECENTLY IN MAY 2023 AND APPROVED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15B THE EXECUTIVE DIRECTOR CONDUCTS A COMPENSATION REVIEW IN CONSULTATION WITH THE CHIEF FINANCIAL OFFICER IN SPRING 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OZ BALLET LLC 1075 SANTA FE DRIVE DENVER CO 80204 822506278 BALLET PRODUCTION CO KC BALLET ASSN RELATED 10843 17736 false 0 true 0.33333 false false false false false false false false false false false false false false false false false false false