Civic Intelligence

Oregon Ballet Theatre

990 • Fiscal year 2017 • EIN 93-1009305

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 06, 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

55th percentile

0.27x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.21x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

45th percentile

1.8%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$155,877

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

53rd percentile

5.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-33%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,361,181

Up $268,612 (+5.3%) from 2016

Net Assets

Up

$3,930,328

Up $8,097 (+0.2%) from 2016

Liabilities

Up

$1,430,853

Up $260,515 (+22%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin45th percentile

Revenue

Down

$6,846,617

Down $3,345,123 (-33%) from 2016

Expenses

Up

$6,722,000

Up $386,032 (+6.1%) from 2016

Net Income

Down

$124,617

Down $3,731,155 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$5,361,181
Liabilities$1,430,853
Net Assets$3,930,328
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$6,846,617
Expenses$6,722,000
Net Income$124,617
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Gross Receipts
$16,409,410
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$3,576,372▲ $140,872
Land, Buildings, and Equipment, Net$608,872$515,354▼ $93,518
Pledges and Grants Receivable$212,097$468,303▲ $256,206
Cash and Non-Interest-Bearing Accounts$569,168$436,472▼ $132,696
Prepaid Expenses and Deferred Charges$203,134$265,715▲ $62,581
Accounts Receivable$30,880$43,427▲ $12,547
Inventories for Sale or Use-$27,667-
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-
Intangible Assets-$0-
Total Assets$5,092,572$5,361,181▲ $268,609
Other Assets Total$32,921$27,871▼ $5,050
Liabilities
Deferred Revenue$780,784$836,858▲ $56,074
Accounts Payable and Accrued Expenses$339,615$378,388▲ $38,773
Mortgage Notes Payable Secured by Investment Property-$200,000-
Other Liabilities$49,942$15,607▼ $34,335
Total Liabilities$1,170,341$1,430,853▲ $260,512
Net Assets / Fund Balance
Unrestricted Net Assets$3,512,055$3,487,405▼ $24,650
Temporarily Rstr Net Assets$351,753$382,500▲ $30,747
Permanently Rstr Net Assets$58,423$60,423▲ $2,000
Total Net Assets Fund Balance$3,922,231$3,930,328▲ $8,097
Total Liabilities and Net Assets / Fund Balance$5,092,572$5,361,181▲ $268,609

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$59,858$1,372,369$1,432,227
Leasehold Improvements$455,496$177,070$632,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$58,423$2,000--$60,423
2015$56,923$1,500--$58,423
2014$53,627$3,296--$56,923
2013$50,582$3,045--$53,627
2012$43,790$6,792--$50,582
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin IrvingArtistic DirectorFT$140,408$15,469$155,877
Dennis BuehlerExecutive DirectorFT$102,655$5,469$108,124

Board Members and Trustees

NameTitle
Nancy LockeChairman
Cate MillarVice President
Alan GarciaTrustee
Allison Lane LynehamTrustee
Ashley TrimbleTrustee
Betsy WarrenTrustee
Brianne HyderTrustee
Cary JacksonTrustee
Charles JonesTrustee
Christina McnownTrustee
Dean RichardsonTrustee
Gary HanifanTrustee
Keith MartinTrustee
Ken CarraroTrustee
Matt WatsonTrustee
Mike WeddleTrustee
Nancy FrischTrustee
Nancy MillerTrustee
Reegan RaeTrustee
Rita DuynTrustee
Sharon MirarchiTrustee
William GaarTrustee
Jimmy CrumpackerSecretary
Angela PolinTreasurer
Ken IveyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,077,167
Program Service Revenue
$4,313,732
Investment Income
$102,633
Other Revenue
$353,085
All Other Contributions
$1,872,796
Change in Net Assets
$124,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,846,617
Revenue Not Reported on Form 990
$-12,543
Total Revenue per Audited Statements
$6,834,074
Total Revenue per Form 990
$6,846,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,516,885
Other Expenses$3,205,115
Total Fundraising Expense$416,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,398,371$17,036$227,286$2,642,693
Occupancy$538,843$16,844$20,138$575,825
Other Employee Benefits$417,157$4,775$5,255$427,187
Advertising$393,035--$393,035
All Other Expenses$273,396$16,922$30,376$320,694
Payroll Taxes$267,216$1,647$22,265$291,128
Other Expenses$197,524$513$509$198,546
Fees for Services Other$57,385$26,350$81,678$165,413
Current Officers, Directors, Trustees, and Key Employees$155,877--$155,877
Travel$86,218$11,869$7,101$105,188
Depreciation Depletion$88,323$3,860$4,001$96,184
Insurance$45,567$1,157$1,199$47,923
Fees for Services Accounting$13,435$16,300$816$30,551
Information Technology$19,085$1,110$1,472$21,667
Fees for Service Investment Mgmnt Fees-$13,504-$13,504
Interest-$3,988-$3,988
Total Functional Expenses$6,169,585$135,875$416,540$6,722,000

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,825,977
Expenses per Audited Statements$6,722,000
Total Expenses per Form 990$6,722,000
Expenses Not Reported on Form 990$103,977
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$407,819
Fundraising Direct Expenses$190,035
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$407,819$407,819$80,617$327,202
Total Events$407,819$407,819$190,035$217,784
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
Credit Card Payable$13,107
Rental Deposits$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 11B: Form 990 Review Process

“990 is reviewed by board of trustees before filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees are required to sign the conflict of interest policy document annually which is the means to monitor compliance with the policy”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Compensation Committee serves to assist the Board in fulfilling its oversight responsibilities with respect to the development, succession planning, compensation, and evaluation of the senior executives, and the identification and management of risk related to the compensation policies and practices of the Organization. The Committee also assists the Board with executive compensation disclosure, as well as such other matters delegated by the Board.”

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

“UPON REQUEST”

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
2017-12-06
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
25
Independent Board Members
25
Employees
285
Volunteers
143

Preparer

Firm
Gregg S Bossen CPA Pc
Address
50 LENOX POINT SUITE C, ATLANTA, GA 30324
Preparer
Gregg S Bossen
Phone
4048929513
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“OBT adopted the income standard related to the recognition and measurement of uncertain tax positions. The adoption of this standard had no financial statement effect for OBT. OBT is no longer subject to federal tax examinations for the years prior to 2013 and no longer subject to state income tax examinations for the years prior to 2013.”

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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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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,361,181
Liabilities
$1,430,853
Net assets
$3,930,328
Revenue
$6,846,617
Expenses
$6,722,000
Net income
$124,617
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
2017Detailed filing. Detailed filing data is available for this year.$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