Civic Intelligence

Pacific Northwest Ballet Foundation

990 • Fiscal year 2015 • EIN 91-1736971

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization Profilepnb.org
301 Mercer StreetSeattle, WA 98109-4600

(206) 441-9411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

75%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$17,046,101

Up $23,988 (+0.1%) from 2014

Net Assets

Up

$17,026,099

Up $106,211 (+0.6%) from 2014

Liabilities

Down

$20,002

Down $82,223 (-80%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin92nd percentile

Revenue

Up

$1,869,703

Up $801,182 (+75%) from 2014

Expenses

Down

$905,170

Down $78,958 (-8.0%) from 2014

Net Income

Up

$964,533

Up $880,140 (+1043%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $12,891,631Liabilities 2010: $363,167Net Assets 2010: $12,528,4642010Assets 2011: $14,676,539Liabilities 2011: $5,312Net Assets 2011: $14,671,2272011Assets 2012: $14,300,112Liabilities 2012: $2,734Net Assets 2012: $14,297,3782012Assets 2013: $15,705,353Liabilities 2013: $2,660Net Assets 2013: $15,702,6932013Assets 2014: $17,022,113Liabilities 2014: $102,225Net Assets 2014: $16,919,8882014Assets 2015: $17,046,101Liabilities 2015: $20,002Net Assets 2015: $17,026,0992015Assets 2016: $15,784,670Liabilities 2016: $5,683Net Assets 2016: $15,778,9872016Assets 2017: $18,763,662Liabilities 2017: $615,654Net Assets 2017: $18,148,0082017Assets 2018: $19,271,122Liabilities 2018: $16,613Net Assets 2018: $19,254,5092018Assets 2019: $19,748,757Liabilities 2019: $7,113Net Assets 2019: $19,741,6442019Assets 2020: $20,784,088Liabilities 2020: $4,981Net Assets 2020: $20,779,1072020Assets 2021: $26,849,330Liabilities 2021: $0Net Assets 2021: $26,849,3302021Assets 2022: $23,761,027Liabilities 2022: $5,650Net Assets 2022: $23,755,3772022Assets 2023: $27,019,766Liabilities 2023: $0Net Assets 2023: $27,019,7662023

Highlighted filing

2015

Assets$17,046,101
Liabilities$20,002
Net Assets$17,026,099
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $848,6932010Expenses 2011: $830,4392011Expenses 2012: $840,0642012Expenses 2013: $902,9672013Revenue 2014: $1,068,521Expenses 2014: $984,128Net Income 2014: $84,3932014Revenue 2015: $1,869,703Expenses 2015: $905,170Net Income 2015: $964,5332015Revenue 2016: $373,859Expenses 2016: $871,968Net Income 2016: -$498,1092016Revenue 2017: $1,619,068Expenses 2017: $891,555Net Income 2017: $727,5132017Revenue 2018: $1,426,780Expenses 2018: $824,809Net Income 2018: $601,9712018Revenue 2019: $1,843,812Expenses 2019: $877,100Net Income 2019: $966,7122019Revenue 2020: $2,535,621Expenses 2020: $870,111Net Income 2020: $1,665,5102020Revenue 2021: $2,104,988Expenses 2021: $931,267Net Income 2021: $1,173,7212021Revenue 2022: $3,007,983Expenses 2022: $992,094Net Income 2022: $2,015,8892022Revenue 2023: $2,764,348Expenses 2023: $1,096,540Net Income 2023: $1,667,8082023

Highlighted filing

2015

Revenue$1,869,703
Expenses$905,170
Net Income$964,533
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$13,433,982
Mission and Program Overview

Mission

Pacific Northwest Ballet Foundation's mission is to maximize the growth of its endowment funds through gifts and investment income, while supporting the Pacific Northwest Ballet Association with distributions from the endowment.

PNB Foundation supports the activities of the Pacific Northwest Ballet Association, a non-profit professional ballet company and school through distributions of the endowment funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,081,307$13,209,909▲ $128,602
Investments Other Securities$1,888,705$1,889,078▲ $373
Pledges and Grants Receivable$654,858$461,780▼ $193,078
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,022,113$17,046,101▲ $23,988
Other Assets Total$1,397,243$1,485,334▲ $88,091
Liabilities
Accounts Payable and Accrued Expenses$102,225$20,002▼ $82,223
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$102,225$20,002▼ $82,223
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,685,537$15,463,336▲ $777,799
Unrestricted Net Assets$2,234,351$1,562,763▼ $671,588
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$16,919,888$17,026,099▲ $106,211
Total Liabilities and Net Assets / Fund Balance$17,022,113$17,046,101▲ $23,988

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,485,334--
Other Securities$1,889,078--
Closely Held Equity Interests$0--
Financial Derivatives$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$16,919,887$805,201▲ $206,181$0$17,026,099
2013$15,702,692$236,527▲ $1,964,796$0$16,919,887
2012$14,297,377$767,942▲ $1,540,340$0$15,702,692
2011$14,671,226$743,254▼ $277,039$0$14,297,377
2010$12,528,464$518,312▲ $2,454,889$0$14,671,226
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Peter HorvitzChair
Aya HamiltonPresident
David HadleyVice President
Carl BehnkeDirector
Dan KingstonDirector
Phil SchlaepferDirector
Susan BrotmanDirector
Joan FitzmauriceSecretary
Dan HeidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$805,201
Program Service Revenue
$0
Investment Income
$1,064,502
Other Revenue
$0
All Other Contributions
$805,201
Change in Net Assets
$964,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$841,000
Other Expenses$64,170
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$841,000--$841,000
Fees for Service Investment Mgmnt Fees$0$64,170-$64,170
Total Functional Expenses$841,000$64,170$0$905,170
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pacific Northwest Ballet AssociationSeattle, WA501(c)(3)Pacific Northwest Ballet Foundation supports the operations of Pacific Northwest Ballet Association, a nonprofit professional ballet company and school.$841,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The Board of Directors of Pacific Northwest Ballet Foundation are elected by the Board of Trustees of Pacific Northwest Ballet Association, the Foundation's supported organization.”

Form 990, Part VI, Section B, Line 11B

“Every Director of the Board was emailed instructions for accessing a complete copy of the organization's final Form 990 in electronic form for review prior to its filing with the IRS.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy covers directors and officers, who are requested annually to disclose any potential conflicts of interest. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and is given the opportunity to disclose all material facts to the Board. The Board, excluding the interested person, determines if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are available to the public on request. Audited financial statements are available on our website or upon request.”

Filing and Contact Details

Filer

Filer Name
Pacific Northwest Ballet Foundation
EIN
91-1736971
Phone
2064419411
Address
301 Mercer Street, Seattle, WA 98109-4600

Signing Officer

Name
Peter Horvitz
Title
President
Phone
2064413575
Signed
2016-05-09

Organization Details

Principal Officer
W Daniel Heidt
Formed
1996
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The endowment funds are used to support the operations of the Pacific Northwest Ballet Association, a nonprofit professional ballet company and school.”

Schedule D, Part X, Line 2

“The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income from a partnership with Seattle Opera to operate the Amusements gift shop in McCaw Hall. The U.S. federal Statute of limitations remains open for the 2011 fiscal year-end through the 2014 fiscal year-end. As of June 30, 2014 and 2013 the Organization had no uncertain tax position requiring accrual.”

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01397243
IRS990/OtherAssetsTotalGrp/EOYAmt01485334
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014685537
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt015463336
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0654858
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0461780
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0W Daniel Heidt
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0236527
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0913000
IRS990/PYInvestmentIncomeAmt0831994
IRS990/PYOtherExpensesAmt071128
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt084393
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0984128
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01068521
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0964533
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01869703
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910897129
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0841000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Pacific Northwest Ballet Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0841000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt064170
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016919887
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0805201
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017026099
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0841000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0206181
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt071128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt015702692
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0236527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016919887
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0913000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01964796
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt059967
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014297377
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0767942
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt015702692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0843000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01540340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt058064
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014671226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0743254
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014297377
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0782000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-277039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt072439
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012528464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0518312
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014671226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0758000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02454889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01485334
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Charitable Remainder Unitrust Receivable
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01889078
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pacific Diversified Strategies
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds are used to support the operations of the Pacific Northwest Ballet Association, a nonprofit professional ballet company and school.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income from a partnership with Seattle Opera to operate the Amusements gift shop in McCaw Hall. The U.S. federal Statute of limitations remains open for the 2011 fiscal year-end through the 2014 fiscal year-end. As of June 30, 2014 and 2013 the Organization had no uncertain tax position requiring accrual.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01485334
IRS990ScheduleD/TotalBookValueSecuritiesAmt01889078
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0841000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Pacific Northwest Ballet Foundation supports the operations of Pacific Northwest Ballet Association, a nonprofit professional ballet company and school.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Pacific Northwest Ballet Association
IRS990ScheduleI/RecipientTable/RecipientEIN0910897129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 Mercer Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Seattle
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098109
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Pacific Northwest Ballet Association is a related entity whose Board of Trustees includes several members of the Board of Director of Pacific Northwest Ballet Foundation.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,046,101
Liabilities
$20,002
Net assets
$17,026,099
Revenue
$1,869,703
Expenses
$905,170
Net income
$964,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$27.0$0.00$27.0$2.76$1.10$1.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$0.01$23.8$3.01$0.99$2.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.00$26.8$2.10$0.93$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$2.54$0.87$1.67
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.01$19.7$1.84$0.88$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.02$19.3$1.43$0.82$0.60
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.62$18.1$1.62$0.89$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.01$15.8$0.37$0.87$0.50
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.02$17.0$1.87$0.91$0.96
2014Detailed filing. Detailed filing data is available for this year.$17.0$0.10$16.9$1.07$0.98$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.00$14.3$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.01$14.7$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.36$12.5$0.85