2026-03-10T16:25:40-05:00 2025-07-31 233099625 KEISER GIORDANO CPA'S PC 780 NEWTOWN YARDLEY ROAD SUITE 321 NEWTOWN PA 18940 990 2024-08-01 311784286 BALLETX BALL 2152255389 1923 WASHINGTON AVE PHILADELPHIA PA 19146 JAN P BOSWINKEL CHAIR 2152255389 2026-03-10 1 0 JAMES D KEISER III P00718732 2157852600 2024 2025-03-06 01:10:19Z JAN P BOSWINKEL 1923 WASHINGTON AVE PHILADELPHIA PA 19146 4990943 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 16 0 0 9978476 3218043 1049568 1227717 276207 545183 325192 0 11629443 4990943 0 0 0 0 1953314 2389467 0 0 453912 2118013 2902607 4071327 5292074 7558116 -301131 13957276 14151122 892439 940159 13064837 13210963 X BALLETX EXPANDS THE VOCABULARY OF CONTEMPORARY BALLET FOR ALL AUDIENCES THROUGH INNOVATIVE PERFORMANCES, WORLD PREMIERE CHOREOGRAPHY, DANCE EDUCATION, AND COMMUNITY PROGRAMS. 0 0 809542 415801 PERFORMANCE SERIES AND WORLD PREMIERE COMMISSIONS: 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 2024-2025 SEASON INCLUDED: FALL SERIES, WITH A WORLD PREMIERE BY MARGUERITE DONLON; BALLETX IN BRYN MAWR, WITH WORLD PREMIERES BY KEELAN WHITMORE AND BALLETX DANCERS; WINTER SERIES, WITH WORLD PREMIERES BY GREGORY DAWSON AND CAILI QUAN; FESTIVAL AT THE MANN, WITH A FULL-LENGTH WORLD PREMIERE BY JENNIFER ARCHIBALD; AND SUMMER SERIES, WITH WORLD PREMIERES BY AMY HALL GARNER AND NOELLE KAYSER. PERFORMANCES REACHED AUDIENCES IN EXCESS OF 15,000. 433045 500406 TOURING: IN ADDITION TO PHILADELPHIA MAIN STAGE PERFORMANCES, BALLETX PARTICIPATES IN A GROWING NUMBER OF NATIONAL AND INTERNATIONAL TOURS. IN THE 2024-2025 SEASON, THE COMPANY TOURED TO THE FOLLOWING VENUES: THE JOYCE THEATER (NEW YORK, NY), THE KENNEDY CENTER (WASHINGTON, DC), HARRIS THEATER (CHICAGO, IL), LAGUNA DANCE FESTIVAL (LAGUNA, CA), LAFON PERFORMING ARTS CENTER (LULING, LA), TEXAS A&M UNIVERSITY (COLLEGE STATION, TX), LONGWOOD GARDENS (KENNETT SQUARE, PA), BALLET NIGHTS (LONDON, UK), FESTIVAL DES ARTS DE SAINT-SAUVEUR (CANADA), AND VAIL DANCE FESTIVAL (VAIL, CO). TOUR PERFORMANCES REACHED AUDIENCES IN EXCESS OF 13,000. 213984 223183 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 2024-2025 SEASON, DANCE EXCHANGE ENGAGED SEVEN DANCE TEACHING ARTISTS AND THREE LIVE MUSICIANS TO WORK WITH 442 3RD AND 4TH GRADE STUDENTS IN 18 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 2024-2025 SCHOOL YEAR, BALLETX HOSTED 34 DREAM TEAM MEMBERS, WHO PERFORMED ALONGSIDE THE BALLETX DANCERS AT FOUR PUBLIC PERFORMANCES. 2677320 88327 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 2024-2025 SEASON, BALLETX PERFORMED POP UPS JENKINTOWN FESTIVAL OF THE ARTS, ABINGTON LIBRARY, THE PHILADELPHIA FALL ARTS FESTIVAL AT THE KIMMEL CENTER, WAVERLY HEIGHTS, BEAUMONT, AND DILWORTH PARK AT CITY HALL.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 2024-2025 SEASON, THE FESTIVAL INCLUDED PRE-SHOW PERFORMANCES BY LOCAL YOUNG ARTISTS, AND THE COMPANY WORKED WITH 70 SERVICE ORGANIZATIONS TO DONATE OVER 3,400 FREE TICKETS TO COMMUNITY MEMBERS THROUGHOUT PHILADELPHIA.CHOREOGRAPHIC FELLOWSHIP: LAUNCHED IN 2016, BALLETX'S CHOREOGRAPHIC FELLOWSHIP UNITES ONE EMERGING ARTIST 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 2024-2025 SEASON, BALLETX HOSTED CHOREOGRAPHIC FELLOW NOELLE KAYSER, MENTORED BY MARGUERITE DONLON.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 2024-2025 SEASON, BALLETX COMMISSIONED INCUBATOR ARTISTS JA COLLECTIVE.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 2024-2025 SEASON, BALLETX COMMISSIONED ITS RESIDENT FILMMAKER, DANIEL MADOFF, TO CREATE NINE BEHIND-THE-SCENES DOCUMENTARIES ON THE CREATIVE PROCESS BEHIND THE COMPANY'S WORLD PREMIERE BALLETS.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 2024-2025 SEASON, BALLETX'S INTENSIVES SERVED 54 STUDENTS. 2677320 88327 4133891 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 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 1 129 0 1 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 TIM MOIR VICE CHAIR 3.00 X X 0 0 0 TRUPTI TRIVEDI TREASURER 3.00 X X 0 0 0 MARCI GENEROSE 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 PAULINE CANDAUX MEMBER AT LARGE 3.00 X 0 0 0 ROBERT M DEVER MEMBER AT LARGE 3.00 X 0 0 0 WATSUKI HARRINGTON MEMBER AT LARGE 3.00 X 0 0 0 TIMOTHY D KATSIFF MEMBER AT LARGE 3.00 X 0 0 0 JOSE LUGARO MEMBER AT LARGE 3.00 X 0 0 0 KYRA MCGRATH MEMBER AT LARGE 3.00 X 0 0 0 DENNIS OAKES MEMBER AT LARGE 3.00 X 0 0 0 MICHAEL SHANNON MEMBER AT LARGE 3.00 X 0 0 0 MICHAEL M SOOJIAN MEMBER AT LARGE 3.00 X 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIRECTOR 40.00 X 199327 0 18506 199327 0 18506 1 0 1 0 0 3218043 3218043 PERFORMANCE SERIES 711120 1227717 1227717 1227717 545183 545183 4990943 1227717 0 545183 X 2389467 1866731 291547 231189 17751 17751 34625 34625 1314754 1158112 93365 63277 243341 215985 1766 25590 110877 1621 109256 116461 116461 PROGRAM EXPENSES 849402 720492 14397 114513 OPERATIONS 215396 54489 141564 19343 5292074 4133891 704271 453912 338208 382053 2049311 446232 73854 53645 1171159 668840 399723 502319 10500930 12239738 595250 527135 13957276 14151122 128963 139812 165814 270817 597662 529530 892439 940159 X 4430142 5591267 8634695 7619696 13064837 13210963 13957276 14151122 -301131 506307 -59050 0 X X 0 1 X 1 0 X 2725672 3025742 2520865 10450403 3218043 21940725 2725672 3025742 2520865 10450403 3218043 21940725 1580420 20360305 3596 545183 548779 22489504 357686 0.90530 0.92070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1100546 637326 463220 70613 31514 39099 502319 DEFERRED RENT LIABILITY 70391 LONG TERM LEASE LIABILITY 459139 529530 5438200 506307 506307 4931893 59050 59050 4990943 5292074 0 5292074 0 5292074 X 0 0 0 0 0 0 0 0 0 CHRISTINE COX ARTISTIC & EXECUTIVE DIRECTOR 199327 0 0 0 0 0 0 0 18506 0 217833 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 IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,158,112. MANAGEMENT AND GENERAL EXPENSES 93,365. FUNDRAISING EXPENSES 63,277. TOTAL EXPENSES 1,314,754. FORM 990, PART XII, LINE 2C ORGANIZATIONS BOARD REVIEWS ALL FINANCIAL STATEMENTS PRIOR TO ACCEPTANCE AND ISSUANCE.