Civic Intelligence

Oregon Ballet Theatre

990 • Fiscal year 2016 • EIN 93-1009305

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 27, 2017

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

50th percentile

0.23x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

89th percentile

38%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

96th percentile

67%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

67%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$5,092,569

Up $2,050,464 (+67%) from 2015

Net Assets

Up

$3,922,231

Up $3,855,772 (+5802%) from 2015

Liabilities

Down

$1,170,338

Down $1,805,308 (-61%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin89th percentile

Revenue

Up

$10,191,740

Up $4,098,753 (+67%) from 2015

Expenses

Up

$6,335,968

Up $257,936 (+4.2%) from 2015

Net Income

Up

$3,855,772

Up $3,840,817 (+25682%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$5,092,569
Liabilities$1,170,338
Net Assets$3,922,231
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$10,191,740
Expenses$6,335,968
Net Income$3,855,772
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$12,624,729
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
Investments in Publicly Traded Securities-$3,435,500-
Land, Buildings, and Equipment, Net$2,322,066$608,869▼ $1,713,197
Cash and Non-Interest-Bearing Accounts$251,258$569,168▲ $317,910
Pledges and Grants Receivable$311,206$212,097▼ $99,109
Prepaid Expenses and Deferred Charges$21,871$203,134▲ $181,263
Intangible Assets$80,832$0▼ $80,832
Accounts Receivable$11,068$30,880▲ $19,812
Inventories for Sale or Use$22,341$0▼ $22,341
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-
Total Assets$3,042,105$5,092,569▲ $2,050,464
Other Assets Total$21,463$32,921▲ $11,458
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,803,626--
Deferred Revenue$760,291$780,784▲ $20,493
Accounts Payable and Accrued Expenses$276,568$339,615▲ $63,047
Unsecured Notes Loans Payable$135,161--
Other Liabilities-$49,939-
Total Liabilities$2,975,646$1,170,338▼ $1,805,308
Net Assets / Fund Balance
Unrestricted Net Assets$-277,589$3,512,055▲ $3,789,644
Temporarily Rstr Net Assets$287,125$351,753▲ $64,628
Permanently Rstr Net Assets$56,923$58,423▲ $1,500
Total Net Assets Fund Balance$66,459$3,922,231▲ $3,855,772
Total Liabilities and Net Assets / Fund Balance$3,042,105$5,092,569▲ $2,050,464

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$520,335$909,224$1,429,559
Buildings$88,534$544,032$632,566
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Cary JacksonChairman
Nancy LockeVice Chair
Alan GarciaTrustee
Bradley MillerTrustee
Brianne HyderTrustee
Charles JonesTrustee
Dean RichardsonTrustee
Gary HanifanTrustee
Harold GoldsteinTrustee
Jeffrey KayeTrustee
John LenyaTrustee
Keith MartinTrustee
Ken CarraroTrustee
Ken IveyTrustee
Nancy FrischTrustee
Nancy MillerTrustee
Reegan RaeTrustee
Rita DuynTrustee
Sharon MirarchiTrustee
William GaarTrustee
Yale PopowichTrustee
Cate MillarSecretary
Jimmy CrumpackerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,977,517
Program Service Revenue
$3,797,842
Investment Income
$4,145,840
Other Revenue
$270,541
All Other Contributions
$1,743,579
Change in Net Assets
$3,855,772

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
Food Inventory2$23,520Fair Market Value (FMV)
Other Non Cash Contri Table3$6,918-
Other Non Cash Contri Table1$5,760Fair Market Value (FMV)
Collectibles1$5,000Fair Market Value (FMV)
Other Non Cash Contri Table1$5,000Fair Market Value (FMV)
Other Non Cash Contri Table1$200-
Total Noncash Contributions9$46,398-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,259,823
Salaries, Compensation, and Employee Benefits$3,076,145
Total Fundraising Expense$334,374
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,119,183$111,803$202,099$2,433,085
Depreciation Depletion$405,110$71,445$4,576$481,131
Occupancy$344,742$53,193$10,171$408,106
All Other Expenses$327,828$45,718$18,083$391,629
Other Employee Benefits$336,831$19,358$30,973$387,162
Advertising$277,980$865$7,718$286,563
Payroll Taxes$222,631$12,795$20,472$255,898
Fees for Services Other$156,083$87,918$100$244,101
Other Expenses$201,226$20,045$32,365$201,226
Travel$69,563$19,513$144$89,220
Interest$35,369$8,061$1,852$45,282
Fees for Services Accounting$15,169$20,631$848$36,648
Information Technology$3,318$25,726$192$29,236
Insurance$23,813$1,042$1,080$25,935
Total Functional Expenses$5,479,813$521,781$334,374$6,335,968
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$343,265
Fundraising Direct Expenses$161,838
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$380,932$343,265$79,029$264,236
Total Events$380,932$343,265$161,838$181,427
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
Payroll Liabilities$25,720
Credit Card Payable$14,219
Rental Deposits$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
23
Independent Board Members
23
Employees
252
Volunteers
195

Preparer

Firm
Gregg S Bossen CPA Pc
Address
50 Lenox Pointe Northeast Suite C, Atlanta, GA 30324
Preparer
Gregg S Bossen
Phone
4048929513
Supplemental Narrative

Additional Explanations

Amended Explanation

“Organization does have in place policies for document retention, whistle blower and conflict of interest.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,092,569
Liabilities
$1,170,338
Net assets
$3,922,231
Revenue
$10,191,740
Expenses
$6,335,968
Net income
$3,855,772
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits