Civic Intelligence

Oregon Ballet Theatre

990 • Fiscal year 2014 • EIN 93-1009305

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 07, 2015

Organization Profilewww.obt.org

View Organization Page

818 SE Sixth Avenue97214

(503) 222-5538

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.60x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$108,365

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-8.0%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$3,069,165

Down $110,013 (-3.5%) from 2013

Net Assets

Up

$51,504

Up $19,624 (+62%) from 2013

Liabilities

Down

$3,017,661

Down $129,637 (-4.1%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin46th percentile

Revenue

$5,052,445

No earlier filing loaded for comparison.

Expenses

Down

$4,971,050

Down $520,186 (-9.5%) from 2013

Net Income

$81,395

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $3,673,310Liabilities 2010: $3,794,978Net Assets 2010: -$121,6682010Assets 2011: $3,446,843Liabilities 2011: $3,434,386Net Assets 2011: $12,4572011Assets 2012: $3,857,732Liabilities 2012: $3,835,545Net Assets 2012: $22,1872012Assets 2013: $3,179,178Liabilities 2013: $3,147,298Net Assets 2013: $31,8802013Assets 2014: $3,069,165Liabilities 2014: $3,017,661Net Assets 2014: $51,5042014Assets 2015: $3,042,105Liabilities 2015: $2,975,646Net Assets 2015: $66,4592015Assets 2016: $5,092,569Liabilities 2016: $1,170,338Net Assets 2016: $3,922,2312016Assets 2017: $5,361,181Liabilities 2017: $1,430,853Net Assets 2017: $3,930,3282017Assets 2018: $5,571,115Liabilities 2018: $1,259,401Net Assets 2018: $4,311,7142018Assets 2019: $6,075,098Liabilities 2019: $1,700,815Net Assets 2019: $4,374,2832019Assets 2020: $6,001,266Liabilities 2020: $1,082,299Net Assets 2020: $4,918,9672020Assets 2021: $6,406,620Liabilities 2021: $702,617Net Assets 2021: $5,704,0032021Assets 2022: $8,514,467Liabilities 2022: $1,272,215Net Assets 2022: $7,242,2522022Assets 2023: $10,477,011Liabilities 2023: $3,585,650Net Assets 2023: $6,891,3612023Assets 2024: $11,121,738Liabilities 2024: $3,110,611Net Assets 2024: $8,011,1272024

Highlighted filing

2014

Assets$3,069,165
Liabilities$3,017,661
Net Assets$51,504
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,699,4612010Expenses 2011: $5,126,2442011Revenue 2012: $5,969,949Expenses 2012: $5,960,219Net Income 2012: $9,7302012Expenses 2013: $5,491,2362013Revenue 2014: $5,052,445Expenses 2014: $4,971,050Net Income 2014: $81,3952014Revenue 2015: $6,092,987Expenses 2015: $6,078,032Net Income 2015: $14,9552015Revenue 2016: $10,191,740Expenses 2016: $6,335,968Net Income 2016: $3,855,7722016Revenue 2017: $6,846,617Expenses 2017: $6,722,000Net Income 2017: $124,6172017Revenue 2018: $7,645,671Expenses 2018: $7,234,406Net Income 2018: $411,2652018Revenue 2019: $8,069,652Expenses 2019: $8,078,822Net Income 2019: -$9,1702019Revenue 2020: $8,174,296Expenses 2020: $7,672,751Net Income 2020: $501,5452020Revenue 2021: $4,319,589Expenses 2021: $3,664,502Net Income 2021: $655,0872021Revenue 2022: $9,410,499Expenses 2022: $7,619,893Net Income 2022: $1,790,6062022Revenue 2023: $8,079,141Expenses 2023: $8,579,289Net Income 2023: -$500,1482023Revenue 2024: $10,508,720Expenses 2024: $9,565,842Net Income 2024: $942,8782024

Highlighted filing

2014

Revenue$5,052,445
Expenses$4,971,050
Net Income$81,395
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 7, 2015
Return Version
2013v4.0
Gross Receipts
$5,233,844
Mission and Program Overview

Mission

Oregon ballet theatre is committed to sharing our passion for the expressive power of ballet, inspiring an enduring appreciation of dance, and connecting in meaningful ways to our community through excellence in performance, training, and educational programs. Oregon ballet theatre is the largest professional ballet company in oregon, employing nearly 200 people and attracting artists from around the globe with our reputation for excellence. The company is rooted in the traditions of classical ballet, with a repertoire that ranges from the great classics to premieres from some of the most exciting choreographic voices in the field today. Our mission is dedicated to the vitality of, and access to, world-class ballet performance and training in our region. In addition to our 5-show main stage season, we train dancers from 4 years old to 80 years old.

Oregon Ballet Theatres mission is to share our passion for the expressive power of ballet, to inspire an enduring appreciation of dance; to connect in meaningful ways with our community through excellence in performance, training and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,531,548$2,402,826▼ $128,722
Pledges and Grants Receivable$140,053$262,477▲ $122,424
Prepaid Expenses and Deferred Charges$112,158$89,877▼ $22,281
Accounts Receivable$72,115$87,106▲ $14,991
Cash and Non-Interest-Bearing Accounts$93,915$74,421▼ $19,494
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,179,178$3,069,165▼ $110,013
Other Assets Total$229,389$152,458▼ $76,931
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,141,682$2,047,514▼ $94,168
Deferred Revenue$584,709$661,161▲ $76,452
Accounts Payable and Accrued Expenses$210,907$238,986▲ $28,079
Other Liabilities$210,000$70,000▼ $140,000
Total Liabilities$3,147,298$3,017,661▼ $129,637
Net Assets / Fund Balance
Temporarily Rstr Net Assets$94,000$214,075▲ $120,075
Permanently Rstr Net Assets$50,582$53,627▲ $3,045
Unrestricted Net Assets$-112,702$-216,198▼ $103,496
Total Net Assets Fund Balance$31,880$51,504▲ $19,624
Total Liabilities and Net Assets / Fund Balance$3,179,178$3,069,165▼ $110,013

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,126,547$2,132,330-
Other Land Buildings$1,276,279--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kevin IrvingArtistic DirectorFT$108,365$108,365

Board Members and Trustees

NameTitle
Ken HickPresident
Nancy LockeVice Chair
Angela PolinDirector
Jimmy CrumpackerDirector
Cary JacksonTrustee
Cate MillarTrustee
Charles L JonesTrustee
Cheri Cooley-HickTrustee
Dean RichardsonTrustee
Jeffrey KayeTrustee
John LenyoTrustee
Ken IveyTrustee
Nancy J MillerTrustee
Nancy W FrischTrustee
Rita DuynTrustee
Sharon MirarciTrustee
William GaarTrustee
Yale PopowichTrustee
Harold GoldsteinSecretary
Bradley MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,120,874
Program Service Revenue
$2,975,849
Investment Income
$0
Other Revenue
$-44,278
Change in Net Assets
$81,395

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table85$191,869Fair Market Value (FMV) per donor
Other Non Cash Contri Table20$59,588Fair Market Value (FMV) per donor
Other Non Cash Contri Table50$18,814Fair Market Value (FMV) per donor
Total Noncash Contributions155$270,271-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,565,249
Other Expenses$2,405,801
Total Fundraising Expense$288,168
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,769,431$146,652$127,944$2,044,027
Fees for Services Management$328,075$118,658$13,970$460,703
Other Employee Benefits$275,523$14,723$15,631$305,877
Advertising$243,755--$243,755
Depreciation Depletion$159,199$44,845$20,180$224,224
Payroll Taxes$185,538$15,691$14,116$215,345
All Other Expenses$125,094$58,838$28,193$212,125
Royalties$93,006$815-$93,821
Interest$61,649$17,481$7,815$86,945
Other Expenses$66,487$74,726$12,459$74,726
Travel$60,853$5,055$2,918$68,826
Insurance$32,293$8,728$1,455$42,476
Office Expenses$8,269$32,968$1,161$42,398
Total Functional Expenses$4,129,278$553,604$288,168$4,971,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$181,399
Fundraising Gross Income$137,121
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$308,573$137,121$95,365$41,756
Total Events$308,573$137,121$181,399$-44,278
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$70,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The Board President and another Board Member are husband and wife. The Board Treasurer and anohter Board Member are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is circulated to Officers and Board Members for comment or corrections prior to filing.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The federal form 990 is available to the public as an attachment to the Organization's website.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies are available on request. The audited financial statements are available to the public as an attachment to the Organization's website.”

Filing and Contact Details

Filer

EIN
93-1009305
Phone
5032225538

Signing Officer

Name
Ken Hick
Title
Chairman
Signed
2015-02-07

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
20
Independent Board Members
20
Employees
236
Volunteers
466
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Loss on Uncollectable Accounts = -$61771”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,069,165
Liabilities
$3,017,661
Net assets
$51,504
Revenue
$5,052,445
Expenses
$4,971,050
Net income
$81,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$3.11$8.01$10.5$9.57$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$3.59$6.89$8.08$8.58$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$1.27$7.24$9.41$7.62$1.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.70$5.70$4.32$3.66$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$1.08$4.92$8.17$7.67$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$1.70$4.37$8.07$8.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$1.26$4.31$7.65$7.23$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$1.43$3.93$6.85$6.72$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.09$1.17$3.92$10.2$6.34$3.86
2015Detailed filing. Detailed filing data is available for this year.$3.04$2.98$0.07$6.09$6.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.07$3.02$0.05$5.05$4.97$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$3.15$0.03$5.49
2012Summary only. Only limited summary data is available for this year.$3.86$3.84$0.02$5.97$5.96$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$3.43$0.01$5.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$3.79$0.12$4.70
Peer Organizations

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