Civic Intelligence

Oregon Ballet Theatre

990 • Fiscal year 2021 • EIN 93-1009305

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.16x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$154,419

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.8%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$6,406,620

Up $405,354 (+6.8%) from 2020

Net Assets

Up

$5,704,003

Up $785,036 (+16%) from 2020

Liabilities

Down

$702,617

Down $379,682 (-35%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin55th percentile

Revenue

Down

$4,319,589

Down $3,854,707 (-47%) from 2020

Expenses

Down

$3,664,502

Down $4,008,249 (-52%) from 2020

Net Income

Up

$655,087

Up $153,542 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$6,406,620
Liabilities$702,617
Net Assets$5,704,003
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$4,319,589
Expenses$3,664,502
Net Income$655,087
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$7,851,970
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$4,148,970$4,098,212▼ $50,758
Cash and Non-Interest-Bearing Accounts$426,589$1,551,284▲ $1,124,695
Pledges and Grants Receivable$755,948$346,733▼ $409,215
Land, Buildings, and Equipment, Net$327,843$194,365▼ $133,478
Prepaid Expenses and Deferred Charges$190,204$102,438▼ $87,766
Inventories for Sale or Use$70,060$66,767▼ $3,293
Accounts Receivable$48,681$18,850▼ $29,831
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$6,001,266$6,406,620▲ $405,354
Other Assets Total$32,971$27,971▼ $5,000
Liabilities
Deferred Revenue$772,012$475,271▼ $296,741
Accounts Payable and Accrued Expenses$126,156$185,337▲ $59,181
Unsecured Notes Loans Payable$125,491--
Other Liabilities$58,640$42,009▼ $16,631
Total Liabilities$1,082,299$702,617▼ $379,682
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,262,149$5,113,385▲ $851,236
Net Assets With Donor Restrictions$656,818$590,618▼ $66,200
Total Net Assets Fund Balance$4,918,967$5,704,003▲ $785,036
Total Liabilities and Net Assets / Fund Balance$6,001,266$6,406,620▲ $405,354

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$108,789$1,521,151$1,629,940
Leasehold Improvements$85,576$504,245$589,821

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$64,023$1,000--$65,023
2019$62,773$1,250--$64,023
2018$60,253$2,250--$62,773
2017$60,423$100--$60,523
2016$58,423$2,000--$60,423
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin IrvingArtistic DirectorFT$123,846$30,573$154,419
Thomas BrunerExecutive DirectorFT$105,600-$105,600

Board Members and Trustees

NameTitle
Allison Lane LynehamChairman
Cate SweeneyCo Vice Chair
Charles JonesCo Vice Chair
Aaron CourtneyTrustee
Alan GarciaTrustee
Allison SneiderTrustee
Betsy WarrenTrustee
Cary JacksonTrustee
Catherine LeviTrustee
Christina McnownTrustee
Dean RichardsonTrustee
Heather Amuny-deyTrustee
Juliet HillmanTrustee
Kathleen LewisTrustee
Lindsey ReynoldsTrustee
Mike WeddleTrustee
Nancy FrischTrustee
Sanda SteinTrustee
Sharon MirarchiTrustee
Matt WatsonSecretary
Darren MarshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,141,339
Program Service Revenue
$643,014
Investment Income
$141,018
Other Revenue
$394,218
All Other Contributions
$1,418,834
Change in Net Assets
$655,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,319,589
Revenue Not Reported on Form 990
$148,054
Total Revenue per Audited Statements
$4,467,643
Total Revenue per Form 990
$4,319,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,307,783
Other Expenses$1,356,719
Total Fundraising Expense$380,310
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,296,608$42,884$205,791$1,545,283
Occupancy$455,170$17,487$18,235$490,892
Other Employee Benefits$291,327$5,144$28,324$324,795
Current Officers, Directors, Trustees, and Key Employees$191,379$52,800$15,840$260,019
Payroll Taxes$149,719$7,277$20,690$177,686
Depreciation Depletion$140,236$4,970$5,152$150,358
All Other Expenses$65,729$14,940$26,957$107,626
Fees for Services Other$48,022$21,052$-4,069$65,005
Other Expenses$39,450$1,286$3,637$44,373
Advertising$42,430--$42,430
Insurance$32,794$1,657$1,718$36,169
Information Technology$9,977$7,732$2,108$19,817
Fees for Services Accounting$15,922$675$1,079$17,676
Travel$7,513$1,055-$8,568
Interest-$1,305-$1,305
Total Functional Expenses$3,102,519$181,673$380,310$3,664,502

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,682,607
Expenses per Audited Statements$3,664,502
Total Expenses per Form 990$3,664,502
Expenses Not Reported on Form 990$18,105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$514,321
Fundraising Direct Expenses$128,585
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$514,321$514,321$99,265$415,056
Total Events$514,321$514,321$128,585$385,736
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$13,761
Artist Fund$12,395
Rental Deposits$10,000
Payroll Liabilities$5,852
Rounding$1
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 35% controlled entity
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
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
Donna Siekmann
Title
Director of Finance
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Or
Voting Board Members
21
Independent Board Members
21
Employees
235
Volunteers
50

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 2018 and no longer subject to state income tax examinations for the years prior to 2018.”

Raw XML AppendixShowing 400 of 685 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0126156
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0185337
IRS990/AccountsReceivableGrp/BOYAmt048681
IRS990/AccountsReceivableGrp/EOYAmt018850
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Oregon 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.
IRS990/AdvertisingGrp/ProgramServicesAmt042430
IRS990/AdvertisingGrp/TotalAmt042430
IRS990/AllOtherContributionsAmt01418834
IRS990/AllOtherExpensesGrp/FundraisingAmt026957
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt014940
IRS990/AllOtherExpensesGrp/ProgramServicesAmt065729
IRS990/AllOtherExpensesGrp/TotalAmt0107626
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Donna Jackson-Siekmann
IRS990/BooksInCareOfDetail/PhoneNum05032270977
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt00720 SW BANCROFT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0426589
IRS990/CashNonInterestBearingGrp/EOYAmt01551284
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt015840
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt052800
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0191379
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0260019
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03141339
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0141018
IRS990/CYOtherExpensesAmt01356719
IRS990/CYOtherRevenueAmt0394218
IRS990/CYProgramServiceRevenueAmt0643014
IRS990/CYRevenuesLessExpensesAmt0655087
IRS990/CYSalariesCompEmpBnftPaidAmt02307783
IRS990/CYTotalExpensesAmt03664502
IRS990/CYTotalFundraisingExpenseAmt0380310
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04319589
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0772012
IRS990/DeferredRevenueGrp/EOYAmt0475271
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt05152
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04970
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0140236
IRS990/DepreciationDepletionGrp/TotalAmt0150358
IRS990/Desc0Productions - Annual presentations of the resident professional ballet company and guest artists in a series of subscription and single ticket performances.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0656818
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0590618
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0235
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02281412
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01079
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0675
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt015922
IRS990/FeesForServicesAccountingGrp/TotalAmt017676
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0-4069
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt021052
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt048022
IRS990/FeesForServicesOtherGrp/TotalAmt065005
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN IRVING
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS BRUNER
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLISON LANE LYNEHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3CATE SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5DARREN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm6MATT WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER AMUNY-DEY
IRS990/Form990PartVIISectionAGrp/PersonNm8AARON COURTNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY FRISCH
IRS990/Form990PartVIISectionAGrp/PersonNm10ALAN GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIET HILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12CARY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13CATHERINE LEVI
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHLEEN LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINA MCNOWN
IRS990/Form990PartVIISectionAGrp/PersonNm16SHARON MIRARCHI
IRS990/Form990PartVIISectionAGrp/PersonNm17LINDSEY REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm18DEAN RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm19ALLISON SNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm20SANDA STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm21BETSY WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm22MIKE WEDDLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0148079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1105600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0ARTISTIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0128585
IRS990/FundraisingGrossIncomeAmt0514321
IRS990/GainOrLossGrp/SecuritiesAmt054467
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt01722505
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03458263
IRS990/GrossReceiptsAmt07851970
IRS990/GrossRentsGrp/RealAmt05000
IRS990/GrossSalesOfInventoryAmt01786
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02108
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07732
IRS990/InformationTechnologyGrp/ProgramServicesAmt09977
IRS990/InformationTechnologyGrp/TotalAmt019817
IRS990/InsuranceGrp/FundraisingAmt01718
IRS990/InsuranceGrp/ManagementAndGeneralAmt01657
IRS990/InsuranceGrp/ProgramServicesAmt032794
IRS990/InsuranceGrp/TotalAmt036169
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01305
IRS990/InterestGrp/TotalAmt01305
IRS990/InventoriesForSaleOrUseGrp/BOYAmt070060
IRS990/InventoriesForSaleOrUseGrp/EOYAmt066767
IRS990/InvestmentIncomeGrp/ExclusionAmt086551
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086551
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04148970
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04098212
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02025396
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0327843
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0194365
IRS990/LandBldgEquipCostOrOtherBssAmt02219761
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03403796
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04918967
IRS990/NetAssetsOrFundBalancesEOYAmt05704003
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054467
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054467
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0385736
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt01786
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01786
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05000
IRS990/NetUnrlzdGainsLossesInvstAmt0129949
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04262149
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05113385
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt018235
IRS990/OccupancyGrp/ManagementAndGeneralAmt017487
IRS990/OccupancyGrp/ProgramServicesAmt0455170
IRS990/OccupancyGrp/TotalAmt0490892
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt032971
IRS990/OtherAssetsTotalGrp/EOYAmt027971
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028324
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05144
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0291327
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0324795
IRS990/OtherExpensesGrp/Desc0MERCHANT AND CC FEES
IRS990/OtherExpensesGrp/Desc1PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc2ARTISTIC EXPENSES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt051341
IRS990/OtherExpensesGrp/FundraisingAmt13507
IRS990/OtherExpensesGrp/FundraisingAmt23637
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01409
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11286
IRS990/OtherExpensesGrp/ProgramServicesAmt097988
IRS990/OtherExpensesGrp/ProgramServicesAmt1116121

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,406,620
Liabilities
$702,617
Net assets
$5,704,003
Revenue
$4,319,589
Expenses
$3,664,502
Net income
$655,087
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • 501(c)3 • $5M-$10M nonprofits