Nonprofit · EIN 52-0846173
WASHINGTON BALLET
Tax-exempt · WASHINGTON, DC 20016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,264,488 | $13,988,365 | $1,276,123 | $12,246,013 | $5,140,207 | $7,105,806 |
| June 30, 2024 | 990 | $14,155,569 | $14,287,140 | -$131,571 | $9,947,354 | $4,123,171 | $5,824,183 |
| June 30, 2023 | 990 | $14,203,579 | $15,948,434 | -$1,744,855 | $10,504,198 | $4,554,340 | $5,949,858 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,640,478
- of which government grants
- $1,444,166
- Program service revenue
- $8,797,950
- Investment income
- $102,003
- Net rental income
- $91,978
- Net income from fundraising events
- -$593,600
- Net income from sales of inventory
- $104,853
- Other revenue
- -$275,943
Expenses
- Grants and similar amounts paid
- $403,037
- Compensation of officers, directors and key employees
- $668,658
- Other salaries and wages
- $5,217,071
- Salaries, compensation and benefits (total)
- $7,003,978
- Professional fundraising fees
- $0
- Accounting fees
- $152,789
- Occupancy
- $993,745
- Travel
- $57,164
- Depreciation
- $410,656
- Program services (functional)
- $10,204,678
- Management and general (functional)
- $1,637,906
- Fundraising (functional)
- $2,145,781
Balance sheet and other
- Total assets, start of year
- $9,947,354
- Total assets, end of year
- $12,246,013
- Total liabilities, end of year
- $5,140,207
- Net assets, end of year
- $7,105,806
- Land, buildings and equipment
- $2,172,087
- Publicly traded securities
- $4,037,019
- Net assets without donor restrictions
- $5,011,908
- Net assets with donor restrictions
- $2,093,898
- Gross receipts
- $16,156,427
- Employees
- 214
- Volunteers
- 275
- Year formed
- 1966
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN SHEPHERD | MANAGING DIRECTOR TILL 10.18.24 Officer | 40 | $209,600 | $424 |
| EDWAARD LIANG | ARTISTIC DIRECTOR STARTING 5/1/2024 Officer | 40 | $176,020 | $6,904 |
| KIRSTEN POOLE | CHIEF FINANCIAL OFFICER FR Officer | 40 | $164,472 | $6,904 |
| KRISTINA PALMER | DIRECTOR OF DEVELOPMENT Key employee | 40 | $155,199 | $6,904 |
| KATIE SOPOCI DRAKE | MANAGING DIRECTOR OF THE SCHOOL Highest-paid employee | 40 | $120,000 | $6,867 |
| LUANNE ADAMS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NATANYA ALLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMIE BOUCHER | BOARD MEMBER/GENERAL COUNCIL Trustee or director | 1 | $0 | $0 |
| JANE R CAFRITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLES DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEAN-MARIE FERNANDEZ | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| EMILIA MIA FERRARA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURI FITZ-PEGADO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| YOLANDA FRIEND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DESANTIS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
26 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM GALE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL GOLDSTEIN | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN MICHAEL HAYES | BOARD MEMBER Trustee or director | 1 | $0 |
| MAUREEN HINMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ELIZABETH BETSY KEELEY | SECRETARY Trustee or director, Officer | 5 | $0 |
| ASHLEY HOLBROOK | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER HUGHES | BOARD MEMBER Trustee or director | 1 | $0 |
| DIANNE KEPLER | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH KOHLHOSS | BOARD MEMBER Trustee or director | 1 | $0 |
| SARA LANGE | BOARD MEMBER Trustee or director | 1 | $0 |
| EVE A LILLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TIMOTHY R LOWERY | BOARD MEMBER Trustee or director | 1 | $0 |
| DOROTHY PIERCE MCSWEENY | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHELLE MONTES | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL OLDING | BOARD MEMBER Trustee or director | 1 | $0 |
| CARMEN PERKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA PORTER | BOARD MEMBER Trustee or director | 1 | $0 |
| BARBARA ROTHKOPF | BOARD MEMBER Trustee or director | 1 | $0 |
| MARTHA SCHWEITERS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY SLIMP | BOARD MEMBER Trustee or director | 1 | $0 |
| DAI SHI | BOARD MEMBER Trustee or director | 1 | $0 |
| LOWELL YODER | TREASURER Trustee or director, Officer | 5 | $0 |
| DAVID VOSVICK | BOARD MEMBER Trustee or director | 1 | $0 |
| DENA WIGGINS | BOARD MEMBER Trustee or director | 1 | $0 |
| NATHAN BRIGGS | BOARD MEMBER Trustee or director | 1 | $0 |
| BARBARA BOZZUTO | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 41 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN SHEPHERD | DIR. OF GOV'T AFFAIRS/INTERIM MANAGING DIRECTOR Officer | 40 | $236,069 | $825 |
| JULIE KENT-BARBEE | ARTISTIC DIRECTOR UNTIL 6/30/2023 Officer | 40 | $198,453 | $3,675 |
| KIRSTEN POOLE | CHIEF FINANCIAL OFFICER FROM 4/2023 Officer | 40 | $122,769 | $263 |
| XIOMARA D REYES | PROFESSIONAL TRAINING DIVISION HEAD Highest-paid employee | 40 | $103,996 | $7,390 |
| PATRICK M MUHLEN-SCHULTE | MANAGING DIRECTOR UNTIL 2/2023 Officer | 40 | $82,632 | $350 |
| LYNN G QUINN | CHIEF FINANCE OFFICER UNTIL 3/2023 Officer | 40 | $54,951 | $1,838 |
| LUANNE ADAMS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRITT BILES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMIE BOUCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE ROSENTHAL CAFRITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLES DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIN DROUIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEAN-MARIE FERNANDEZ | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| EMILIA FERRARA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURI FITZ-PEGADO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM GALE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL GOLDSTEIN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| RYAN HAYES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAUREEN HINMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY HOLBROOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATHER HUGHES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH KEELEY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| DIANNE KEPPLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARA LANGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HANANE LEMLIH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVE LILLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIMOTHY LOWERY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOROTHY MCSWEENY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE MONTES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL OLDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARMEN PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA ROTHKOPF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTHA SCHWIETERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| YOLANDA SCOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY SLIMP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER TULUMELLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID VOSVICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENA WIGGINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICIA WU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LOWELL YODER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 45 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENT-BARBEE JULIE | ARTISTIC DIRECTOR TILL 6/23 Officer | 40 | $268,146 | $6,764 |
| PATRICK M MUHLEN-SCHULTE | MANAGING DIRECTOR TILL 2/23 Officer | 40 | $238,527 | $6,726 |
| LYNN G QUINN | CHIEF FINANCE OFFICER TILL 3/23 Officer | 40 | $184,166 | $6,745 |
| BARBEE JOSEPH VICTOR | ASSOCIATE ARTISTIC DIRECTOR TILL 6/23 Key employee | 40 | $153,750 | $506 |
| KAREN E SHEPHERD | DIR. OF GOV'T AFFAIRS/INTERIM MANAGING DIRECTOR Officer | 40 | $130,000 | $343 |
| XIOMARA D REYES | PROFESSIONAL TRAINING DIVISION HEAD Highest-paid employee | 40 | $104,546 | $6,652 |
| LUANNE ADAMS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRITT BILES | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| JAMIE BOUCHER | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| JANE ROSENTHAL CAFRITZ | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| EVONNE CONNOLLY | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DESANTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIN DROUIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEAN-MARIE FERNANDEZ | CHAIR Trustee or director | 5 | $0 | $0 |
| EMILIA FERRARA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURI FITZ-PEGADO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM GALE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL GOLDSTEIN | VICE CHAIR Trustee or director | 5 | $0 | $0 |
| RYAN HAYES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAUREEN HINMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY HOLBROOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATHER HUGHES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH KEELEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DIANNE KEPPLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANICE KIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARA LANGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC LARSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HANANE LEMLIH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVE LILLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIMOTHY LOWERY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOAN MCCARTHY | SECRETARY Trustee or director | 5 | $0 | $0 |
| DOROTHY MCSWEENY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE MONTES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL OLDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARMEN PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA ROTHKOPF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTHA SCHWIETERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| YOLANDA SCOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY SLIMP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER TULUMELLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID VOSVICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENA WIGGINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICIA WU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LOWELL YODER | TREASURER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3515 WISCONSIN AVE NW, WASHINGTON, DC 20016-3010
- In care of
- % MICHAEL MAEL
- Principal officer (990 for 2024)
- KIRSTEN POOLE, 3515 WISCONSIN AVENUE NW, WASHINGTON, DC 20016
- Signed the 990
- KIRSTEN POOLE, CHIEF FINANCIAL OFFICER
- Phone
- (202) 362-3606
- Website
- WWW.WASHINGTONBALLET.ORG
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
SEE SCHEDULE OTHE MISSION OF THE WASHINGTON BALLET IS: TO BRING THE JOY AND ARTISTRY OF DANCE TO THE NATION'S CAPITAL AND THE WORLD'S STAGE THROUGH THE PROFESSIONAL PRESENTATION OF THE BEST IN CLASSIC AND CONTEMPORARY BALLET TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING THROUGH A PREEMINENT SCHOOL OF BALLET TO SERVE AND INVOLVE THE ENTIRE COMMUNITY THROUGH EXTENSIVE DANCE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS
Program accomplishments
- BALLET COMPANY PERFORMANCES - THE BALLET COMPANY PERFORMS FOR THE PUBLIC IN VARIOUS VENUES. THERE ARE COMMUNITY OUTREACH SCHOOL PERFORMANCES AND ENHANCEMENT OF THE ARTISTIC ENVIRONMENT.Expenses $6,701,720 · revenue $4,951,534
- BALLET SCHOOL - PROVIDES DANCE INSTRUCTION AND EDUCATION TO APPROXIMATELY 750 STUDENTS FROM BEGINNERS TO ADULTS. OUTREACH TO OTHER LOCAL SCHOOLS.Expenses $3,502,958 · grants $403,037 · revenue $4,072,095
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0846173
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A630)
- Assets (IRS master file)
- $12,246,013
- Income (IRS master file)
- $16,156,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,264,488 | $13,988,365 | $12,246,013 | IRS |
| 990 | June 2024 | $14,155,569 | $14,287,140 | $9,947,354 | IRS |
| 990 | June 2023 | $14,203,579 | $15,948,434 | $10,504,198 | XML |
| 990 | June 2022 | $18,394,920 | $13,819,836 | $10,311,338 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0846173).
Questions about WASHINGTON BALLET
- What is the EIN of WASHINGTON BALLET?
- The employer identification number (EIN) of WASHINGTON BALLET is 52-0846173.
- Is WASHINGTON BALLET tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to WASHINGTON BALLET tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WASHINGTON BALLET file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WASHINGTON BALLET due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON BALLET last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WASHINGTON BALLET?
- The 990 for the year ended June 30, 2025 names KIRSTEN POOLE.
- Who are the officers and directors of WASHINGTON BALLET?
- The 990 for the year ended June 30, 2025 lists 41 people; 5 received compensation from the organization, the highest $209,600 (KAREN SHEPHERD, MANAGING DIRECTOR TILL 10.18.24).
- How much revenue does WASHINGTON BALLET have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,264,488, expenses of $13,988,365 and total assets of $12,246,013 at year end.
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