2025-04-24T07:42:47-05:00 2024-06-30 731185089 ARLEDGE & ASSOCIATES PC 7100 N CLASSEN BLVD STE 200 OKLAHOMA CITY OK 73116 990 2023-07-01 237003520 BALLET OKLAHOMA INC BALL 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 JO LYNNE JONES EXECUTIVE DIRECTOR 4058439898 2025-04-18 1 1 JENNIFER LINDSTROM P02083973 4053480615 2025-04-18 2023 2025-03-06 01:10:19Z OKLAHOMA CITY BALLET JO LYNNE JONES 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 6360519 0 X WWW.OKCBALLET.ORG X 1969 OK OKLAHOMA CITY BALLET INSPIRES ITS AUDIENCE THROUGH CLASSICAL AND CONTEMPORARY DANCE PERFORMANCES, A STRONG EDUCATIONAL PROGRAM, AND COMMUNITY ENGAGEMENT. 24 24 85 60 16481 0 2507757 3124319 2527672 2686351 173503 163138 -18624 59879 5190308 6033687 0 0 0 0 3105817 3392848 0 0 444918 2567757 2384962 5673574 5777810 -483266 255877 11698479 12166118 1245248 1272381 10453231 10893737 OKC BALLET PROMOTES THE ART OF DANCE BY SUPPORTING A PROFESSIONAL COMPANY AND ITS PRODUCTIONS, OPERATING A SCHOOL OF BALLET FOR DANCE ARTISTS, CHILDREN, AND NOVICE ADULTS, AND PROVIDING COMMUNITY ENGAGEMENT ACTIVITIES. 0 0 3200354 1645018 SINCE ITS FOUNDING IN 1969, OKLAHOMA CITY BALLET HAS BEEN THE CITY'S PROFESSIONAL BALLET COMPANY, BOASTING TALENTED DANCERS FROM AROUND THE WORLD. AS THE RESIDENT DANCE COMPANY OF THE CIVIC CENTER MUSIC HALL, THE COMPANY PRODUCES FOUR MAIN-STAGE PRODUCTIONS PER SEASON IN OKLAHOMA CITY IN ADDITION TO TOURING ACROSS OKLAHOMA AND SURROUNDING STATES. OVER 30,000 AUDIENCE MEMBERS ARE MOVED BY THE OKLAHOMA CITY BALLET'S ARTISTS AND WORLD-CLASS PERFORMANCES EACH YEAR. 1428159 1174735 OKLAHOMA CITY BALLET OFFERS DANCE CLASSES FOR ALL AGES AND SKILL LEVELS. EIGHT HUNDRED STUDENTS OF ALL AGES IMPROVE THEIR DANCE TECHNIQUE THROUGH THE YVONNE CHOUTEAU SCHOOL. OKLAHOMA CITY BALLET ALSO OFFERS MULTIPLE COMMUNITY ENGAGEMENT PROGRAMS TO ENCOURAGE ARTISTRY AND ATHLETICISM IN STUDENTS ACROSS THE STATE. OVER 10,000 OKLAHOMANS ENJOY THE FREE DANCE CLASSES AND COMMUNITY PERFORMANCES. 4628513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 125 0 1 85 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X ROBIN BALDWIN HUFF CPA 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 STEPHANIE NAIFEH GOVERNANCE CHAIR 3.00 X X 0 0 0 RICH JOHNSON TREASURER, INTERNAL AFFAIRS COMMITTEE CHAIR 1.00 X X 0 0 0 BETSY BRACKETT PAST PRESIDENT 3.00 X X 0 0 0 CHRISTOPHER LLOYD PRESIDENT 3.00 X X 0 0 0 PAIGE SHEPHERD MEMBER AT LARGE 1.00 X X 0 0 0 GABRIELLE BUTLER SECRETARY 3.00 X X 0 0 0 CATHERINE CAGIGAL PRESIDENT-ELECT 3.00 X X 0 0 0 SALLY STARLING MEMBER AT LARGE 1.00 X X 0 0 0 SARAH JORDAN EXTERNAL AFFAIRS COMMITTEE CHAIR, MEMBER AT LARGE 1.00 X X 0 0 0 STEPHANIE KAZENSKE TRUSTEE 1.00 X 0 0 0 SETH LEWIS TRUSTEE 1.00 X 0 0 0 ROBIN KRIEGER TRUSTEE 1.00 X 0 0 0 MARI COOK MEDLEY TRUSTEE 1.00 X 0 0 0 LOUIS ALMARAZ TRUSTEE 1.00 X 0 0 0 LIBBY NELSON TRUSTEE 1.00 X 0 0 0 KYLEE RAINBOLT TRUSTEE 1.00 X 0 0 0 GIRMA MOANING TRUSTEE 1.00 X 0 0 0 JON FISHER TRUSTEE 1.00 X 0 0 0 KEN MILLER TRUSTEE 1.00 X 0 0 0 JAKE YUNKER TRUSTEE 1.00 X 0 0 0 HEATHER BUSEY TRUSTEE 1.00 X 0 0 0 DEEMAH RAMADAN TRUSTEE 1.00 X 0 0 0 JENNIFER BOWMAN TRUSTEE 1.00 X 0 0 0 ANN VITALI TRUSTEE 1.00 X 0 0 0 JO LYNNE JONES EXECUTIVE DIRECTOR 40.00 X 144369 0 10709 RYAN JOLICOUER-NYE ARTISTIC DIRECTOR 40.00 X 122145 0 4909 266514 0 15618 2 0 1 0 0 896963 649885 1577471 13952 3124319 TICKET SALES 711120 1439416 1439416 TUITION & SCHOOL PROGR 711120 1174735 1174735 TOURING INCOME 711120 72200 72200 2686351 163138 163138 55405 896963 240089 -184684 -184684 190693 86743 103950 103950 INSURANCE PROCEEDS 711120 94680 94680 UBTI 711120 16481 16481 STUDIO RENTAL 711120 7869 7869 21583 21583 140613 6033687 2819753 16481 73134 266514 122145 144369 2600509 2195197 152142 253170 41398 33903 4382 3113 229666 188085 24309 17272 254761 200298 29379 25084 136 136 31200 31200 37916 37916 78364 32528 45129 707 214687 214087 600 61759 23130 12052 26577 48363 14273 30647 3443 165966 165966 208247 144622 60901 2724 136989 136325 14 650 3984 3984 239082 80486 72666 85930 63358 44000 18529 829 VENUE RENTAL 204952 204952 HOUSING & TRANSPORTATIO 174001 174001 SETS, COSTUMES, & LIGHT 162623 162623 REPAIRS & MAINTENANCE 157217 148255 4874 4088 396118 343637 31750 20731 5777810 4628513 704379 444918 1610974 601800 15315 3200 621416 1320980 23677 11340 41120 47080 166277 142669 10665082 2096333 7557745 8568749 1030893 833286 492217 536057 138845 100957 11698479 12166118 427648 420677 558359 634136 146256 142551 112985 75017 1245248 1272381 X 8321857 8658889 2131374 2234848 10453231 10893737 11698479 12166118 255877 184629 0 X X 0 1 X 1 0 X 1867156 2329967 4207974 2437799 3124319 13967215 1973740 1341565 2303249 2714727 2884913 11218194 199856 2300 53977 28575 55405 340113 4040752 3673832 6565200 5181101 6064637 25525522 1816676 141934 297555 142028 188648 2586841 0 1816676 141934 297555 142028 188648 2586841 22938681 104142 12343 126137 173503 163138 579263 104142 12343 126137 173503 163138 579263 117458 33979 70532 64585 116264 402818 4262352 3720154 6761869 5419189 6344039 26507603 0.86540 0.83420 0.02190 0.01790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 117,458. 2021 AMOUNT: $ 64,592. 2022 AMOUNT: $ 57,384. 2023 AMOUNT: $ 13,121. INSURANCE PROCEEDS - 2020 AMOUNT: $ 30,000. 2023 AMOUNT: $ 94,681. CREDIT CARD REFUNDS - 2020 AMOUNT: $ 3,979. 2021 AMOUNT: $ 5,940. 2022 AMOUNT: $ 7,201. 2023 AMOUNT: $ 8,462. PART III, LINE 3 PRIOR YEAR AMOUNTS CORRECTED TO INCLUDE GROSS RECEIPTS FROM ACTIVITIES THAT ARE NOT AN UNRELATED TRADE OR BUSINESS UNDER SECTION 513. SAID AMOUNTS WERE PREVIOUSLY REPORTED ON LINE 2 WITH GROSS RECEIPTS FROM ADMISSIONS, MERCHANDISE SOLD, AND SERVICES PERFORMED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2192288 2192288 3437191 644473 2792718 2398352 401739 1996613 2301637 852496 1449141 335614 197625 137989 8568749 LEASE LIABILITY 75017 75017 X 6424901 184628 157759 86743 429130 5995771 37916 37916 6033687 5984396 157759 86743 244502 5739894 37916 37916 5777810 PART X, LINE 2: BALLET OKLAHOMA, INC. HAS QUALIFIED AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) UNDER A FINAL RULING BY THE INTERNAL REVENUE SERVICE DATED MAY 1994, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF CODE SECTION 509 (A) (1). THE BALLET IS NOT CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING AS DESCRIBED IN THE INTERNAL REVENUE CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), AND QUALIFIES AS A 50% LIMIT ORGANIZATION FOR CHARITABLE CONTRIBUTION DEDUCTIONS FOR INDIVIDUAL DONORS. THE BALLET EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, INCLUDING THE BALLETS TAX POSITION AS A NOT-FOR-PROFIT ENTITY. THROUGH ITS EVALUATION OF THEIR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2024, WHICH WOULD REQUIRE THE BALLET TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. INTEREST AND PENALTIES, IF ANY, RESULTING FROM ANY UNCERTAIN TAX POSITION REQUIRED TO BE RECORDED BY THE BALLET WOULD BE PRESENTED IN THE SUPPORTING SERVICES EXPENSE IN THE STATEMENT OF ACTIVITIES. FEDERAL AND STATE INCOME TAX STATUTES DICTATE THAT TAX RETURNS FILED IN ANY OF THE PREVIOUS THREE REPORTING PERIODS REMAIN OPEN TO EXAMINATION. CURRENTLY, THE BALLET HAS NO OPEN EXAMINATIONS WITH EITHER THE INTERNAL REVENUE SERVICE OR THE OKLAHOMA TAX COMMISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 86,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 86,743. BALLET BALL 487331 470461 16870 11672 31847 102099 4500 20244 RAISING THE BARRE 399244 399244 1950 6455 3481 2 63585 25050 38535 18580 17900 5398 8505 950160 894755 55405 11672 52377 126454 9898 32230 232631 -177226 X X X X 0 0 0 0 0 0 0 0 0 JO LYNNE JONES EXECUTIVE DIRECTOR 136369 0 8000 0 0 0 5532 0 5177 0 155078 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR, AND WAS SUBSEQUENTLY PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, & KEY EMPLOYEES ARE COVERED BY THE POLICY. THE EXECUTIVE COMMITTEE ANNUALLY DETERMINES WHETHER ANY CONFLICTS EXIST, REVIEWS ANY ACTUAL CONFLICTS, AND PROHIBITS THE RESPECTIVE PERSON FROM PARTICIPATING IN ANY ACTIONS INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE COMPENSATION LEVELS OF SIMILAR ARTISTIC ORGANIZATIONS IN THE COMMUNITY AND BUDGET RESTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.