Civic Intelligence

Oregon Ballet Theatre

990 • Fiscal year 2015 • EIN 93-1009305

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

Organization Profileobt.org

View Organization Page

0720 SW Bancroft StreetPortland, OR 97239

(503) 227-0977

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.49x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$3,042,105

Down $27,060 (-0.9%) from 2014

Net Assets

Up

$66,459

Up $14,955 (+29%) from 2014

Liabilities

Down

$2,975,646

Down $42,015 (-1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin39th percentile

Revenue

Up

$6,092,987

Up $1,040,542 (+21%) from 2014

Expenses

Up

$6,078,032

Up $1,106,982 (+22%) from 2014

Net Income

Down

$14,955

Down $66,440 (-82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2015

Assets$3,042,105
Liabilities$2,975,646
Net Assets$66,459
Open 2015 Filing

Operations Trend

Revenue Growth79th 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

2015

Revenue$6,092,987
Expenses$6,078,032
Net Income$14,955
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$6,261,266
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 Theatre is an Oregon nonprofit organization established as the only full-time operating ballet company in the Portland metropolitan region. The ballet company performs an annual season of four programs and also conducts regional and national tours. Through its many programs, OBT's continuing goal is to provide its constituency with performances, education and training of the highest caliber.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,402,826$2,322,066▼ $80,760
Pledges and Grants Receivable$262,477$311,206▲ $48,729
Cash and Non-Interest-Bearing Accounts$74,421$251,258▲ $176,837
Intangible Assets$152,458$80,832▼ $71,626
Inventories for Sale or Use-$22,341-
Prepaid Expenses and Deferred Charges$89,877$21,871▼ $68,006
Accounts Receivable$87,106$11,068▼ $76,038
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-
Total Assets$3,069,165$3,042,105▼ $27,060
Other Assets Total-$21,463-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,047,514$1,803,626▼ $243,888
Deferred Revenue$661,161$760,291▲ $99,130
Accounts Payable and Accrued Expenses$238,986$276,568▲ $37,582
Unsecured Notes Loans Payable-$135,161-
Other Liabilities$70,000--
Total Liabilities$3,017,661$2,975,646▼ $42,015
Net Assets / Fund Balance
Temporarily Rstr Net Assets$214,075$287,125▲ $73,050
Permanently Rstr Net Assets$53,627$56,923▲ $3,296
Unrestricted Net Assets$-216,198$-277,589▼ $61,391
Total Net Assets Fund Balance$51,504$66,459▲ $14,955
Total Liabilities and Net Assets / Fund Balance$3,069,165$3,042,105▼ $27,060

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,018,914$1,226,598$3,245,512
Other Land Buildings$303,152$1,052,957$1,356,109
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Cary JacksonChairman
Nancy LockeVice Chair
Bradley MillerTrustee
Charles JonesTrustee
Dean RichardsonTrustee
Harold GoldsteinTrustee
Jeffrey KayeTrustee
John LenyaTrustee
Ken IveyTrustee
Nancy MillerTrustee
Rita DuynTrustee
Sharon MirarchiTrustee
William GaarTrustee
Yale PopowichTrustee
Cate MillarSecretary
Jimmy CrumpackerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,016,155
Program Service Revenue
$3,865,899
Investment Income
$6
Other Revenue
$210,927
All Other Contributions
$1,643,173
Change in Net Assets
$14,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,088,086
Other Expenses$2,989,946
Total Fundraising Expense$434,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,687,954$333,148$199,889$2,220,991
Other Employee Benefits$449,051$88,628$53,177$590,856
Advertising$440,080$481$14,322$454,883
Fees for Services Other$164,797$103,398$17,841$286,036
Payroll Taxes$209,942$41,435$24,862$276,239
Depreciation Depletion$131,311$65,655$21,885$218,851
Occupancy$135,518$38,113$6,939$180,570
All Other Expenses$102,648$60,540$10,984$174,172
Other Expenses$394,255$82,472$3,141$82,472
Interest$49,186$24,593$8,198$81,977
Insurance$21,066$10,532$3,510$35,108
Travel$26,801$5,204$484$32,489
Information Technology-$23,714-$23,714
Office Expenses$118$14,493-$14,611
Fees for Service Investment Mgmnt Fees-$1,554-$1,554
Total Functional Expenses$4,737,227$906,791$434,014$6,078,032
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$168,279
Fundraising Gross Income$143,300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$311,350$143,300$120,736$22,564
Total Events$311,350$143,300$168,279$-24,979
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-
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

“One of the board members is married to another board member.”

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Oregon Ballet Theatre
EIN
93-1009305
Phone
5032270977
Address
0720 SW BANCROFT STREET, PORTLAND, OR 97239

Signing Officer

Name
Neville Wellman
Title
CFO
Signed
2016-02-05
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
209
Volunteers
75

Preparer

Firm
Gregg S Bossen CPA Pc
Address
1904 MONROE DR NE Suite 260, ATLANTA, GA 30324-4858
Preparer
Gregg S Bossen
Phone
4048929513
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0Oregon Ballet Theatre is an Oregon nonprofit organization established as the only full-time operating ballet company in the Portland metropolitan region. The ballet company performs an annual season of four programs and also conducts regional and national tours. Through its many programs, OBT's continuing goal is to provide its constituency with performances, education and training of the highest caliber.
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IRS990/NoncashContributionsAmt010048
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IRS990/OccupancyGrp/ManagementAndGeneralAmt038113
IRS990/OccupancyGrp/ProgramServicesAmt0135518
IRS990/OccupancyGrp/TotalAmt0180570
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014493
IRS990/OfficeExpensesGrp/ProgramServicesAmt0118
IRS990/OfficeExpensesGrp/TotalAmt014611
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt053177
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt088628
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0449051
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0590856
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IRS990/OtherExpensesGrp/Desc2PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
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IRS990/OtherExpensesGrp/FundraisingAmt13141
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17731
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21511
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IRS990/OtherExpensesGrp/TotalAmt1403618
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0209942
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt056923
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021871
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IRS990/ProgramServiceRevenueGrp/Desc0OUTREACH AND TOURING
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/Desc2TICKETS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1669129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23136120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1669129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23136120
IRS990/ProgSrvcAccomActy2Grp/Desc0School - Professional training for dancers interested in a career in ballet and dance instruction for individuals of all ages. The school also serves as a training ground for dancers entering the ballet company.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0513522
IRS990/ProgSrvcAccomActy3Grp/Desc0Educational Outreach Participation in the Young Audiences and other programs through presentation of dance performances and education in dance for school children.
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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
$3,042,105
Liabilities
$2,975,646
Net assets
$66,459
Revenue
$6,092,987
Expenses
$6,078,032
Net income
$14,955
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