2026-02-13T01:59:34-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 942933309 ALONZO KING LINES BALLET ALON 4158633040 26 SEVENTH STREET 5TH FLOOR SAN FRANCISCO CA 94103 RUTH NOTT MANAGING DIRECTOR 4158633040 2026-02-12 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-02-12 2024 2025-03-06 01:10:19Z ROBERT ROSENWASSER 26 SEVENTH STREET 5TH FLOOR SAN FRANCISCO CA 94103 4173038 0 X WWW.LINESBALLET.ORG X 1984 CA THE MISSION OF ALONZO KING LINES BALLET IS TO NURTURE ARTISTRY AND THE DEVELOPMENT OF CREATIVE EXPRESSION IN DANCE THROUGH COLLABORATION, PERFORMANCE, AND EDUCATION. 19 17 114 27 0 0 2291551 1645165 2709269 2304693 163324 151800 -24713 -109373 5139431 3992285 99134 85765 0 0 4412411 4043405 0 0 488592 2493832 2008604 7005377 6137774 -1865946 -2145489 8813432 6566916 3041369 2879211 5772063 3687705 X TO NURTURE ARTISTRY AND DEVELOPMENT OF CREATIVE EXPRESSION IN DANCE THROUGH COLLABORATION, PERFORMANCE, AND EDUCATION. 0 0 3398841 941659 COMPANY - ALONZO KING LINES BALLET IS A SAN FRANCISCO-BASED PERFORMING ARTS COMPANY CONSISTING OF 12 PROFESSIONAL DANCERS FROM AROUND THE WORLD. DURING FISCAL YEAR 2025, LINES BALLET PERFORMED 41 TIMES IN 18 CITIES AND 5 COUNTRIES. WHILE ON TOUR, IN ADDITION TO PERFORMANCES, THE COMPANY ALSO PROVIDED WORKSHOPS, DEMONSTRATIONS, AND INTERVIEWS. IN SPRING 2025, LINES BALLET PREMIERED A NEW WORK WITH LIVE PERFORMANCE FROM CRITICALLY ACCLAIMED JAZZ MUSICIAN, AMBROSE AKINMUSIRE. 1304565 85765 1280176 EDUCATION - ALONZO KING LINES BALLET OFFERS TRAINING, PERFORMANCE OPPORTUNITIES, AND SCHOLARSHIPS FOR ASPIRING AND PRE-PROFESSIONAL DANCERS. THIS INCLUDES THE LINES BFA PROGRAM, THE LINES SUMMER PROGRAM, THE LINES TRAINING PROGRAM, AND THE LINES COMMUNITY PROGRAMS. THE LINES BFA PROGRAM IS A COLLABORATION WITH THE DOMINICAN UNIVERSITY OF CA AND HAS A FACULTY COMPOSED OF ALONZO KING, ALONZO KING LINES BALLET COMPANY ALUMNI AND GUEST ARTISTS AND 21 STUDENTS IN FY25. THE LINES SUMMER PROGRAM IS DESIGNED FOR ASPIRING ARTISTS AGED 11-25 AND OFFERS A UNIFIED APPROACH TO TRAINING ROOTED IN THE PHILOSOPHY OF ALONZO KING. (SEE SCHEDULE O FOR CONTINUATION.) DANCERS ARE GUIDED ON A COLLABORATIVE JOURNEY THAT VALUES RISK-TAKING AND INDEPENDENT THINKING. THERE WAS A TOTAL OF OVER 180 ENROLLED STUDENTS IN OUR THREE PROGRAMS IN FY25. THE LINES TRAINING PROGRAM IS A FULL-TIME PROFESSIONAL EXPERIENCE FOR AVID DANCERS AGED 18-24 AND IN FY25, 39 WERE ENROLLED. THE LINES COMMUNITY PROGRAMS IS PROVIDING ARTS PROGRAMMING IN COLLABORATION WITH SAN FRANCISCO UNIFIED SCHOOL DISTRICT, SF REC AND PARK AND OTHER PARTNERS, SERVING OVER 1,300 PREK THROUGH HIGH SCHOOL GRADE STUDENTS IN OVER 9,500 CONTACT HOURS, A MAJORITY IN SAN FRANCISCO NEIGHBORHOODS. 100208 84139 DANCE CENTER - LINES DANCE CENTER IS THE HEADQUARTERS FOR THE ALONZO KING LINES BALLET COMPANY, ADMINISTRATION, AND ALL EDUCATION PROGRAMS OF THE ORGANIZATION. IT IS LOCATED AT THE CORNER OF 7TH AND MARKET STREET IN SAN FRANCISCO. DANCE CENTER OFFERS PRE-PROFESSIONAL CLASSES TO THE COMMUNITY, AND MANAGES RENTALS OF THE 6 STUDIOS. 4803614 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 1 114 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ROBERT ROSENWASSER 4158633040 26 SEVENTH STREET 5TH FLOOR SAN FRANCISCO CA 94103 ROBERT ROSENWASSER CREATIVE DIRECTOR & CO-FOUNDER 60.00 X X 499342 0 263584 ALONZO KING ARTISTIC DIRECTOR & CO-FOUNDER 50.00 X X 500000 0 252554 KORRI JACKSON CHAIR 10.00 X X 0 0 0 PATRICIA LAWTON VICE CHAIR 8.00 X X 0 0 0 BENJY WEINBERGER TREASURER 6.00 X X 0 0 0 CAROLYN PRESS CHATHAM SECRETARY 4.00 X X 0 0 0 AUGUSTIN DE KERVERSAU DIRECTOR 2.00 X 0 0 0 CHRISTOPHER DYDYK DIRECTOR (THRU 06/25) 2.00 X 0 0 0 KIMBERLY HUGHES DIRECTOR (THRU 06/25) 2.00 X 0 0 0 MICKI KLEARMAN DIRECTOR 4.00 X 0 0 0 SANDRA LLOYD DIRECTOR 2.00 X 0 0 0 BREANNA ZWART MATTHEWS DIRECTOR 2.00 X 0 0 0 LISA PINCKNEY DIRECTOR 2.00 X 0 0 0 BOUCHRA RACHID PINTO DIRECTOR 2.00 X 0 0 0 HARRY SCHOENING DIRECTOR 2.00 X 0 0 0 DIANA SMITH DIRECTOR 2.00 X 0 0 0 PASHA THORNTON DIRECTOR 2.00 X 0 0 0 AARON WALTON DIRECTOR 2.00 X 0 0 0 ALFRED WONG DIRECTOR 2.00 X 0 0 0 MASAMI KONDO DIRECTOR OF FINANCE 50.00 X 113300 0 6276 RUTH NOTT MANAGING DIRECTOR (AS OF 04/25) 60.00 X 0 0 0 JONATHAN NEUMANN DIRECTOR OF DEVELOPMENT (THRU 01/25) 40.00 X 118041 0 6840 1230683 0 529254 4 0 1 0 CLIFFORD FINANCIAL CONSULTING INC 5237 NORTH GLENWOOD AVENUE CHICAGO IL 60640 FINANCIAL/ACCOUNTING/CONSULTING SERVICES 178965 1 412123 171213 1061829 247503 1645165 PERFORMANCES 711190 964227 964227 CLASS SALES/TUITION 711190 939219 939219 STUDIO RENTAL INCOME 711190 215792 215792 SUMMER ADVANCE HOUSING 711190 109546 109546 UNIVERSITY PROGRAM 711190 75909 75909 2304693 151800 151800 60499 412123 176939 -116440 -116440 5095 3814 1281 1281 OTHER INCOME 900099 5786 5786 5786 3992285 2305974 0 41146 85765 85765 1677878 1517314 160564 1648333 1211025 205960 231348 456250 283289 117433 55528 260944 209599 29933 21412 87875 87875 17974 7660 10314 65194 65194 551063 443744 11780 95539 87560 87560 73641 61626 5220 6795 61940 45216 7433 9291 278220 203351 33275 41594 238725 235206 127 3392 6125 5586 223 316 3874 3874 29620 21623 3554 4443 65628 48690 7528 9410 PRODUCTION 402487 400747 115 1625 EDUCATION/DUES/ SUBSCRI 38678 23173 7606 7899 6137774 4803614 845568 488592 1578693 1365704 72328 72900 1064012 91678 176822 198944 1437 5892 130288 102782 922812 921865 6895 947 3969711 3083160 24313 5418 1788933 1639491 8813432 6566916 327836 345250 387097 360179 143569 139751 2182867 2034031 3041369 2879211 X 4442607 2944947 1329456 742758 5772063 3687705 8813432 6566916 -2145489 61131 0 X 0 1 X 1 0 X 8121493 4892261 2969770 2291551 1645165 19920240 1019544 2302583 2996174 2730611 2309788 11358700 9141037 7194844 5965944 5022162 3954953 31278940 665916 1189107 1187761 755502 136947 3935233 42785 31341 61656 45519 46236 227537 708701 1220448 1249417 801021 183183 4162770 27116170 1194 1774 106459 163324 151800 424551 1194 1774 106459 163324 151800 424551 10964 10964 13831 9046 12051 5786 40714 9167026 7196618 6081449 5197537 4112539 31755169 0.85390 0.84500 0.01340 0.00840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 13,831. 2022 AMOUNT: $ 9,046. 2023 AMOUNT: $ 12,051. 2024 AMOUNT: $ 5,786. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 304844 304844 0 614621 613674 947 3347 3347 0 947 RIGHT-OF-USE ASSETS 1639491 1639491 LEASE LIABILITY 1634031 DEFERRED RETIREMENT BENEFIT 400000 2034031 X 3980041 61131 12390 -85765 -12244 3992285 0 3992285 6064399 12390 12390 6052009 85765 85765 6137774 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF IRC SECTION 501(C)(3) AND SIMILAR STATE PROVISIONS, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION FILES UNITED STATES FEDERAL AND CALIFORNIA TAX RETURNS. U.S. GAAP REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND BELIEVES IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN. THEREFORE, NO LIABILITIES HAVE BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -85,765. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 85,765. EUROPE 0 0 PROGRAM SERVICES BALLET PERFORMANCES 133909 0 0 0 0 0 0 133909 0 133909 0 0 0 0 0 0 GALA 472622 412123 60499 28691 4059 104800 39389 472622 412123 60499 28691 4059 104800 39389 176939 -116440 1 DANCE EDUCATION SCHOLARSHIP 46 85765 FMV DIRECT CREDIT TO STUDENT TUITION PART I, LINE 2: THE ORGANIZATION PROVIDES SCHOLARSHIPS TO INDIVIDUALS IN THE FORM OF NONCASH TUITION REDUCTIONS. STUDENTS CAN APPLY FOR SCHOLARSHIPS, AND THE SCHOLARSHIPS ARE BASED ON MERIT AND FINANCIAL NEED. FOR RECORDKEEPING, THE ORGANIZATION PROVIDES GRANT SPENDING REPORTS TO EACH DONOR IN ORDER MAKE SURE FUNDED SCHOLARSHIPS ARE PROPERLY UTILIZED AND INCLUDED IN THE GRANT SPENDING REPORTS. X X X X X 0 1 0 0 0 0 0 0 0 ROBERT ROSENWASSER CREATIVE DIRECTOR & CO-FOUNDER 249342 0 0 0 250000 0 250000 0 13584 0 762926 0 250000 0 ALONZO KING ARTISTIC DIRECTOR & CO-FOUNDER 250000 0 0 0 250000 0 250000 0 2554 0 752554 0 250000 0 PART I, LINE 4B THE CO-FOUNDERS, ALONZO KING AND ROBERT ROSENWASSER, PARTICIPATED IN A 457(F) DEFERRED COMPENSATION PLAN. DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE ORGANIZATION PAID $250,000 TO EACH CO-FOUNDER, REPRESENTING RETIREMENT CONTRIBUTIONS EARNED FOR THE 2024 CALENDAR YEAR UNDER THE NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. IN ADDITION, THE ORGANIZATION ALSO ACCRUED ADDITONAL 457(F) CONTRIBUTION STRUCTURED WITH A 15-MONTH VESTING PERIOD FROM JULY 2024 THROUGH SEPTEMBER 2025 IN THE AMOUNT OF $250,000 FOR EACH. X 1 3605 COMPARABLE SALES X 3 218812 PUBLICLY TRADED EXCHANGE X WINES FOR GALA 1 24056 COMPARABLE SALES X AUCTION ITEM 1 1030 COMPARABLE SALES 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 3 INTERIM CHIEF OPERATING OFFICER DUTIES HAVE BEEN DELEGATED TO JANE CLIFFORD, AN INDEPENDENT CONTRACTOR, WHO OWNS CLIFFORD FINANCIAL CONSULTING, INC. CLIFFORD WORKS UNDER THE SUPERVISION OF THE EXECUTIVE DIRECTOR AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND A DRAFT IS PROVIDED TO MANAGEMENT FOR REVIEW. THE TAX RETURN IS REVIEWED BY THE MANAGING DIRECTOR AND DIRECTOR OF FINANCE AND THEN MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, DIRECTORS AND OFFICERS OF AKLB ARE REQUIRED TO COMPLETE AN ACKNOWLEDGEMENT OF CONFLICT POLICY. IN GENERAL, WHEN A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE DIRECTOR WITH THE CONFLICT IS REMOVED FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ENGAGED A GLOBAL HUMAN RESOURCES CONSULTING FIRM TO EVALUATE THE COMPENSATION AND BENEFITS PROVIDED TO THE TWO CO-FOUNDERS (THE ARTISTIC DIRECTOR AND CREATIVE DIRECTOR/EXECUTIVE DIRECTOR). THE FIRM'S APPROACH INCLUDED THE DOCUMENTATION OF RELEVANT MARKET COMPARABILITY DATA, MEETING WITH THE COMPENSATION COMMITTEE AND ISSUING A REASONABLENESS OPINION LETTER FOR THEIR TOTAL COMPENSATION. THIS COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, OTHER OFFICER POSITIONS ARE COMPARED TO INDUSTRY STANDARD REPORTS, AND ALL COMPENSATION IS INCLUDED IN THE ANNUAL BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.