2024-05-09T17:05:33-04:00 2023-06-30 472848958 BLOCH FRANKEL AND ASSOCIATES CPAS PC 3443 OCEAN VIEW BLVD STE 101 GLENDALE CA 912081508 990 2022-07-01 942233859 SAN JOSE DANCE THEATRE SANJ 1756 JUNCTION AVENUE SUITE E SAN JOSE CA 95112 ELIZABETH SWEENEY PRESIDENT 6502106057 2024-05-06 true ELIZABETH SWEENEY XXX-XX-XXXX true JAMES B FRANKEL CPA P01455623 8189571040 2024-05-08 2022 2023-04-26 12:10:37Z ELIZABETH SWEENEY 1756 JUNCTION AVE STE E SAN JOSE CA 95112 1159369 false X WWW.SJDT.ORG X 1969 CA BALLET PRODUCTIONS PROVIDING OPPORTUNITIES FOR YOUNG DANCERS AGES 10 TO 20 TO PARTICIPATE WITH PROFESSIONAL DANCERS IN STAGE PRODUCTIONS 7 0 41 50 0 474935 257116 807280 902059 674 194 0 1282889 1159369 0 0 321044 624516 0 24177 740444 769531 1061488 1394047 221401 -234678 606131 355587 18099 2233 588032 353354 X SAN JOSE DANCE THEATRE WAS FOUNDED IN L964 AS A BALLET ACADEMY AND PERFORMING COMPANY BY PAUL E. CURTIS, JR. AND SHAWN STUART. IT WAS CREATED TO PROVIDE EXCELLENCE IN BALLET AND DANCE TRAINING AND HIGH-QUALITY PERFORMANCE OPPORTUNITIES FOR ITS STUDENTS, THEIR FAMILIES AND THE COMMUNITY. WE CARE ABOUT BRINGING THE ART OF BALLET TO THE COMMUNITY WHERE WE LIVE. SJDT'S CORE MISSION IS TO MAINTAIN EXCELLENCE IN BALLET AND CONTEMPORAY DANCE TRAINING AND PERFORMANCES TO PROVIDE INNOVATIVE OPPORTUNITIES FOR DANCERS OF ALL LEVELS. WE SEEK TO ENRICH OUR COMMUNITY THROUGH COLLABORATIONS WITH ARTISTS AND ART ORGANIZATIONS, CONNECTING WITH THE RICH DIVERSITY THAT SAN JOSE OFFERS. false false 1161816 1159175 IN 2022-23 SJDT CONTINUED OUR PROFESSIONAL BALLET COMPANY WITH THE HIRING OF 7 PROFESSIONAL DANCERS, COMPRISED OF 2 MEN AND 5 WOMEN. WE ALSO ONTINUED OUR SCHEDULED SJDT ACADEMY PROGRAM AND OPEN DIVISION PROGRAM, FOR BEGINNING THROUGH ADVANCED STUDENTS. FOLLOWING OUR 3-YEAR STRATEGIC PLAN, IN 2022-23 WE HIRED A FULL-TIME EXECUTIVE DIRECTOR ON STAFF IN ADDITION TO OUR FULL-TIME ACCOUNTANT, TRANSFERRING THOSE ROLES FROM A VOLUNTEER-BASED MODEL TO A PAID ROFESSIONAL STAFF MODEL. SJDT HAS MOUNTED AND PERFORMED THE FULL-LENGTH THE NUTCRACKER BALLET IN SAN JOSE FOR 58 CONSECUTIVE YEARS. WE WERE ABLE TO GO BACK TO LIVE PERFORMANCES IN DECEMBER 2021, BUT OUR SEATING CAPACITY WAS LIMITED TO 1000 PATRONS PER PERFORMANCE, DUE TO COVID RESTRICTIONS. IN DECEMBER 2022, WE WERE ABLE TO RETURN TO REGULAR PERFORMANCES FOR 2 WEEKENDS, BUT IN DECEMBER OF 2023, WE WERE UNABLE TO SECURE THE 2ND WEEKEND OF PERFORMANCES, DUE TO THE LACK OF THEATER AVAILABILITY. THE NUTCRACKER, ASIDE FROM ACADEMY TUITION, IS SJDTS BIGGEST REVENUE SOURCE. THE NUTCRACKER IS PERFORMED AT THE 2,600-SEAT SAN JOSE CENTER FOR THE PERFORMING ARTS WITH A FULL ORCHESTRA. OUR AUDIENCES FOR THE 2022 NUTCRACKER PERFORMANCES EXCEEDED 7,000 PATRONS IN TOTAL. WE GENERALLY DO 8 PERFORMANCES FOR THE PUBLIC OVER 2 WEEKENDS. HOWEVER, IN 2023, WE WERE ONLY ABLE TO SECURE 1 WEEKEND IN THE THEATER. WE HAVE HUGE VOLUNTEER SUPPORT FROM THE FAMILIES AT OUR SCHOOL WHOSE CHILDREN PERFORM, OR WHO JUST LOVE THE TRADITION OF VOLUNTEERING AT THE NUTCRACKER EVERY YEAR. FOR NUTCRACKER IN 2022 AND 2023, WE ALSO HELD OUR ANNUAL SCHOOL SHOW ON THE FRIDAY MORNING OF OPENING NIGHT. THIS SHOW IS FOR UNDER-SERVED SCHOOL CHILDREN IN THE AREA AND IS PART OF OUR SJDT NUTCRACKER TRADITION FOR THE COMMUNITY. WE HAVE OFFERED IT FOR DECADES. WE COORDINATE WITH AREA SCHOOLS WHO ARRANGE BUSES TO BRING THE CHILDREN TO THE THEATER. SCHOOL SHOW TICKETS ARE AT A GREATLY REDUCED PRICE. IN LARGE PRODUCTIONS SUCH AS THE NUTCRACKER AND CINDERELLA, OUR STUDENT DANCERS PERFORM WITH OUR PROFESSIONAL COMPANY DANCERS AND TRAINEES. THESE ARE GREAT OPPORTUNITIES FOR ALL INVOLVED. AUDITIONS ARE OPEN TO ALL DANCERS IN THE SAN JOSE AND SF BAY AREA FOR THE NUTCRACKER, MAKING IT A TRUE COMMUNITY EVENT. OUR PROFESSIONAL DANCERS PERFORMED 3 PRODUCTIONS IN ADDITION TO OUR ANNUAL NUTCRACKER. IN FEBRUARY OF 2023, WE PERFORMED FIRST LIGHT AT THE HAMMER THEATER. IN MAY OF 2023, WE PERFORMED CINDERELLA AT THE CALIFORNIA THEATRE, AND IN OCTOBER OF 2023, WE PERFORMED DRACULA AT THE HAMMER THEATER. OUR STUDIOS WERE OPEN FOR CLASSES WITH DISTANCING AND MASKS FOR 2022-23. WE FOLLOWED THE COUNTY GUIDELINES ACCORDINGLY. OUR GOALS FOR OUTREACH PROGRAMS TO AREA SCHOOLS IN THE 2022-2023 FISCAL YEAR WERE SIDELINED BY THE PANDEMIC. WE LOOK FORWARD TO REPORTING ABOUT OUR OUTREACH PROGRAMS SUCCESS AND ACCOMPLISHMENTS IN THE NEXT LETTER IN 2023 AND 2024. WE ESTABLISHED A DIVERSITY SCHOLARSHIP PROGRAM WITH FUNDS EARMARKED FOR CHILDREN AND STUDENTS OF UNDER-SERVED COMMUNITIES AND UNDER-SERVED ETHNIC BACKGROUNDS. NOW THAT OUR STUDIOS ARE OPEN FOR IN-PERSON CLASSES AGAIN, WE LOOK FORWARD TO FULFILLING OUR AMBITIONS TO FULLY UTILIZE THE DIVERSITY FUNDS FOR STUDENTS WHO MAY NOT OTHERWISE HAVE THE OPPORTUNITY FOR THE BALLET AND DANCE TRAINING OFFERED AT SJDT. WE CONTINUED OUR PARTNERSHIP PROGRAM WITH THE GIRL SCOUTS OF AMERICA TO INTRODUCE THE ART OF BALLET. THE WORKSHOPS WERE HELD AT OUR TWO LARGEST PRODUCTIONS, CINDERELLA AND THE NUTCRACKER. THEY HAVE BEEN VERY SUCCESSFUL AND WELL-RECEIVED. WE PROVIDE SEVERAL FREE OR DISCOUNTED TICKETS TO OUR PERFORMANCES TO THE PUBLIC EACH YEAR. WE LOOK FORWARD TO PROVIDING REPORTING ON 2023-2024 FREE PERFORMANCES IN THE NEXT REPORTING LETTER. IN JANUARY OF 2023 WE BROUGHT IN A NEW ARTISTIC DIRECTOR, MARIANA ZSCHOERPER AND ASSISTANT DIRECTOR, AUGUSTO SILVA. OUR STUDENTS, THEIR FAMILIES, OUR TEACHERS, STAFF AND MANAGEMENT CREATE THE STRUCTURE FOR SJDT TO GROW. I AM A FORMER DANCER WITH SJDT AND STUDIED AND PERFORMED UNDER THE FOUNDERS. WE CARE ABOUT CREATING A STRONG ARTISTIC BASE IN THE SAN JOSE AREA AND DOING IT THROUGH THE ART OF BALLET. OTHER EXEMPT PURPOSE ACCOMPLISHMENTS 1161816 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 41 true false false false false false false false false false false false false false false X 7 0 false false false false false false false true true false false true false false false false false false CA X SAN JOSE DANCE THEATER 4082869905 1758 JUNCTION AVE STE E 1758 JUNCTION AVE STE E SAN JOSE CA 95112 X ELIZABETH SWEENEY PRESIDENT 8.00 X 0 0 0 MARJI KARLGAARD VICE PRESIDE 8.00 X 0 0 0 BRANDON LEWKE TREASURER 7.00 X 0 0 0 KRISEN PETTIT BOARD MEMBER 4.00 X 0 0 0 MICHAEL HOWERTON PRESIDENT 8.00 X 0 0 0 MICHELLE YASUDA BOARD MEMBER 4.00 X 0 0 0 STEVE KAPLOWITZ BOARD MEMBER 4.00 X 0 0 0 CARMEN BRAMMER BOARD MEMBER 4.00 X 0 0 0 false false false 212720 44396 257116 DANCE PRODUCTIONS 710910 710910 SCHOOL/ACADEMY 187999 187999 STUDIO RENTAL 3076 3076 MERCHANDISE 74 74 902059 194 194 1159369 899103 3150 X 544155 380908 163247 35541 24879 10662 44820 31374 13446 464377 454667 9710 120886 96709 24177 12103 11679 424 10852 10309 543 137420 130548 6872 11292 11292 12601 9451 3150 1394047 1161816 208054 24177 85895 68800 510934 272343 5488 3702 3356 5600 5600 606131 355587 3287 18099 -1054 18099 2233 X 588032 353354 588032 353354 606131 355587 -234678 X false false X 14957 39957 79136 474935 257116 866101 958978 885695 332194 807954 899103 3883924 74 74 973935 925652 411330 1282889 1156293 4750099 4750099 4060 3076 7136 4060 3076 7136 973935 925652 411330 1286949 1159369 4757235 0.99850 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CREDIT CARDS PAYABLE 4390 SALES TAX PAYABLE -16 PAYROLL TAXES PAYABLE -5428 -1054 FORM 990 - ORGANIZATION'S MISSION SAN JOSE DANCE THEATRE WAS FOUNDED IN L964 AS A BALLET ACADEMY AND PERFORMING COMPANY BY PAUL E. CURTIS, JR. AND SHAWN STUART. IT WAS CREATED TO PROVIDE EXCELLENCE IN BALLET AND DANCE TRAINING AND HIGH-QUALITY PERFORMANCE OPPORTUNITIES FOR ITS STUDENTS, THEIR FAMILIES AND THE COMMUNITY. WE CARE ABOUT BRINGING THE ART OF BALLET TO THE COMMUNITY WHERE WE LIVE. SJDT'S CORE MISSION IS TO MAINTAIN EXCELLENCE IN BALLET AND CONTEMPORAY DANCE TRAINING AND PERFORMANCES TO PROVIDE INNOVATIVE OPPORTUNITIES FOR DANCERS OF ALL LEVELS. WE SEEK TO ENRICH OUR COMMUNITY THROUGH COLLABORATIONS WITH ARTISTS AND ART ORGANIZATIONS, CONNECTING WITH THE RICH DIVERSITY THAT SAN JOSE OFFERS. FORM 990, PAGE 2, PART III, LINE 4A IN 2022-23 SJDT CONTINUED OUR PROFESSIONAL BALLET COMPANY WITH THE HIRING OF 7 PROFESSIONAL DANCERS, COMPRISED OF 2 MEN AND 5 WOMEN. WE ALSO ONTINUED OUR SCHEDULED SJDT ACADEMY PROGRAM AND OPEN DIVISION PROGRAM, FOR BEGINNING THROUGH ADVANCED STUDENTS. FOLLOWING OUR 3-YEAR STRATEGIC PLAN, IN 2022-23 WE HIRED A FULL-TIME EXECUTIVE DIRECTOR ON STAFF IN ADDITION TO OUR FULL-TIME ACCOUNTANT, TRANSFERRING THOSE ROLES FROM A VOLUNTEER-BASED MODEL TO A PAID ROFESSIONAL STAFF MODEL. SJDT HAS MOUNTED AND PERFORMED THE FULL-LENGTH THE NUTCRACKER BALLET IN SAN JOSE FOR 58 CONSECUTIVE YEARS. WE WERE ABLE TO GO BACK TO LIVE PERFORMANCES IN DECEMBER 2021, BUT OUR SEATING CAPACITY WAS LIMITED TO 1000 PATRONS PER PERFORMANCE, DUE TO COVID RESTRICTIONS. IN DECEMBER 2022, WE WERE ABLE TO RETURN TO REGULAR PERFORMANCES FOR 2 WEEKENDS, BUT IN DECEMBER OF 2023, WE WERE UNABLE TO SECURE THE 2ND WEEKEND OF PERFORMANCES, DUE TO THE LACK OF THEATER AVAILABILITY. THE NUTCRACKER, ASIDE FROM ACADEMY TUITION, IS SJDTS BIGGEST REVENUE SOURCE. THE NUTCRACKER IS PERFORMED AT THE 2,600-SEAT SAN JOSE CENTER FOR THE PERFORMING ARTS WITH A FULL ORCHESTRA. OUR AUDIENCES FOR THE 2022 NUTCRACKER PERFORMANCES EXCEEDED 7,000 PATRONS IN TOTAL. WE GENERALLY DO 8 PERFORMANCES FOR THE PUBLIC OVER 2 WEEKENDS. HOWEVER, IN 2023, WE WERE ONLY ABLE TO SECURE 1 WEEKEND IN THE THEATER. WE HAVE HUGE VOLUNTEER SUPPORT FROM THE FAMILIES AT OUR SCHOOL WHOSE CHILDREN PERFORM, OR WHO JUST LOVE THE TRADITION OF VOLUNTEERING AT THE NUTCRACKER EVERY YEAR. FOR NUTCRACKER IN 2022 AND 2023, WE ALSO HELD OUR ANNUAL SCHOOL SHOW ON THE FRIDAY MORNING OF OPENING NIGHT. THIS SHOW IS FOR UNDER-SERVED SCHOOL CHILDREN IN THE AREA AND IS PART OF OUR SJDT NUTCRACKER TRADITION FOR THE COMMUNITY. WE HAVE OFFERED IT FOR DECADES. WE COORDINATE WITH AREA SCHOOLS WHO ARRANGE BUSES TO BRING THE CHILDREN TO THE THEATER. SCHOOL SHOW TICKETS ARE AT A GREATLY REDUCED PRICE. IN LARGE PRODUCTIONS SUCH AS THE NUTCRACKER AND CINDERELLA, OUR STUDENT DANCERS PERFORM WITH OUR PROFESSIONAL COMPANY DANCERS AND TRAINEES. THESE ARE GREAT OPPORTUNITIES FOR ALL INVOLVED. AUDITIONS ARE OPEN TO ALL DANCERS IN THE SAN JOSE AND SF BAY AREA FOR THE NUTCRACKER, MAKING IT A TRUE COMMUNITY EVENT. OUR PROFESSIONAL DANCERS PERFORMED 3 PRODUCTIONS IN ADDITION TO OUR ANNUAL NUTCRACKER. IN FEBRUARY OF 2023, WE PERFORMED FIRST LIGHT AT THE HAMMER THEATER. IN MAY OF 2023, WE PERFORMED CINDERELLA AT THE CALIFORNIA THEATRE, AND IN OCTOBER OF 2023, WE PERFORMED DRACULA AT THE HAMMER THEATER. OUR STUDIOS WERE OPEN FOR CLASSES WITH DISTANCING AND MASKS FOR 2022-23. WE FOLLOWED THE COUNTY GUIDELINES ACCORDINGLY. OUR GOALS FOR OUTREACH PROGRAMS TO AREA SCHOOLS IN THE 2022-2023 FISCAL YEAR WERE SIDELINED BY THE PANDEMIC. WE LOOK FORWARD TO REPORTING ABOUT OUR OUTREACH PROGRAMS SUCCESS AND ACCOMPLISHMENTS IN THE NEXT LETTER IN 2023 AND 2024. WE ESTABLISHED A DIVERSITY SCHOLARSHIP PROGRAM WITH FUNDS EARMARKED FOR CHILDREN AND STUDENTS OF UNDER-SERVED COMMUNITIES AND UNDER-SERVED ETHNIC BACKGROUNDS. NOW THAT OUR STUDIOS ARE OPEN FOR IN-PERSON CLASSES AGAIN, WE LOOK FORWARD TO FULFILLING OUR AMBITIONS TO FULLY UTILIZE THE DIVERSITY FUNDS FOR STUDENTS WHO MAY NOT OTHERWISE HAVE THE OPPORTUNITY FOR THE BALLET AND DANCE TRAINING OFFERED AT SJDT. WE CONTINUED OUR PARTNERSHIP PROGRAM WITH THE GIRL SCOUTS OF AMERICA TO INTRODUCE THE ART OF BALLET. THE WORKSHOPS WERE HELD AT OUR TWO LARGEST PRODUCTIONS, CINDERELLA AND THE NUTCRACKER. THEY HAVE BEEN VERY SUCCESSFUL AND WELL-RECEIVED. WE PROVIDE SEVERAL FREE OR DISCOUNTED TICKETS TO OUR PERFORMANCES TO THE PUBLIC EACH YEAR. WE LOOK FORWARD TO PROVIDING REPORTING ON 2023-2024 FREE PERFORMANCES IN THE NEXT REPORTING LETTER. IN JANUARY OF 2023 WE BROUGHT IN A NEW ARTISTIC DIRECTOR, MARIANA ZSCHOERPER AND ASSISTANT DIRECTOR, AUGUSTO SILVA. OUR STUDENTS, THEIR FAMILIES, OUR TEACHERS, STAFF AND MANAGEMENT CREATE THE STRUCTURE FOR SJDT TO GROW. I AM A FORMER DANCER WITH SJDT AND STUDIED AND PERFORMED UNDER THE FOUNDERS. WE CARE ABOUT CREATING A STRONG ARTISTIC BASE IN THE SAN JOSE AREA AND DOING IT THROUGH THE ART OF BALLET. FORM 990, PAGE 2, PART III, LINE 4D OTHER EXEMPT PURPOSE ACCOMPLISHMENTS FORM 990, PAGE 6, PART VI, LINE 11B ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 AT THE FIRST BOARD MEETING FOLLOWING ITS FILING FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, MINUTES AND TAX FILINGS ARE AVAILABLE FOR PUBLIC INSPECTION BY CONTACTING THE SAN JOSE DANCE THEATRE OFFICE FORM 990, PART IX, LINE 11G PRODUCTION COSTS 420,761 0 0 ACADEMY COSTS 11,251 0 0 PAYROLL PROCESSING 3,284 1,408 0 PROFESSIONAL FEES 7,529 3,227 0 OTHER 11,842 5,075 0 TOTAL 454,667 9,710 0