Civic Intelligence

The Portland Ballet

EIN 93-1320715 • 501(c)3 • Portland, OR

Profile

The Portland Ballet's 3 primary purposes:(1) the establishment of a scholarship fund for children who can't afford ballet class tuition payments (2) to create and implement outreach programs for the public schools to get them involved in the community of dance and (3) to fund dance performances of youth groups to encourage young people to perform.

6250 SW Capitol HwyPortland, OR 97239

www.theportlandballet.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.29x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.16x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

54th percentile

6.2%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$12,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$528,500

Up $60,275 (+13%) from 2024

Liabilities

Down

$151,649

Down $331 (-0.2%) from 2024

Net Assets

Up

$376,851

Up $60,606 (+19%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin54th percentile

Revenue

Up

$978,067

Up $175,124 (+22%) from 2024

Expenses

Down

$917,461

Down $68,031 (-6.9%) from 2024

Net Income

Up

$60,606

Up $243,155 (+133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $85,169Liabilities 2011: $24,461Net Assets 2011: $60,7082011Assets 2012: $110,030Liabilities 2012: $13,463Net Assets 2012: $96,5672012Assets 2013: $142,485Liabilities 2013: $2,382Net Assets 2013: $140,1032013Assets 2014: $354,576Liabilities 2014: $55,000Net Assets 2014: $299,5762014Assets 2015: $376,869Liabilities 2015: $30,000Net Assets 2015: $346,8692015Assets 2016: $454,724Liabilities 2016: $4,278Net Assets 2016: $450,4462016Assets 2017: $510,827Liabilities 2017: $1,258Net Assets 2017: $509,5692017Assets 2018: $495,497Liabilities 2018: $2,118Net Assets 2018: $493,3792018Assets 2019: $534,946Liabilities 2019: $1,417Net Assets 2019: $533,5292019Assets 2020: $728,568Liabilities 2020: $252,692Net Assets 2020: $475,8762020Assets 2021: $907,255Liabilities 2021: $243,160Net Assets 2021: $664,0952021Assets 2023: $651,079Liabilities 2023: $152,285Net Assets 2023: $498,7942023Assets 2024: $468,225Liabilities 2024: $151,980Net Assets 2024: $316,2452024Assets 2025: $528,500Liabilities 2025: $151,649Net Assets 2025: $376,8512025

Highlighted filing

2025

Assets$528,500
Liabilities$151,649
Net Assets$376,851
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $505,8642011Expenses 2012: $446,0982012Expenses 2013: $521,4952013Revenue 2014: $673,818Expenses 2014: $514,345Net Income 2014: $159,4732014Revenue 2015: $675,040Expenses 2015: $627,747Net Income 2015: $47,2932015Revenue 2016: $875,191Expenses 2016: $771,614Net Income 2016: $103,5772016Revenue 2017: $896,996Expenses 2017: $837,873Net Income 2017: $59,1232017Revenue 2018: $790,097Expenses 2018: $806,287Net Income 2018: -$16,1902018Revenue 2019: $873,792Expenses 2019: $833,640Net Income 2019: $40,1522019Revenue 2020: $765,725Expenses 2020: $823,378Net Income 2020: -$57,6532020Revenue 2021: $797,449Expenses 2021: $609,230Net Income 2021: $188,2192021Revenue 2023: $739,651Expenses 2023: $996,471Net Income 2023: -$256,8202023Revenue 2024: $802,943Expenses 2024: $985,492Net Income 2024: -$182,5492024Revenue 2025: $978,067Expenses 2025: $917,461Net Income 2025: $60,6062025

Highlighted filing

2025

Revenue$978,067
Expenses$917,461
Net Income$60,606
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,500
Liabilities
$151,649
Net assets
$376,851
Revenue
$978,067
Expenses
$917,461
Net income
$60,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.29$1.52$3.77$9.78$9.17$0.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$1.52$3.16$8.03$9.85$1.83
2023Detailed filing. Detailed filing data is available for this year.$6.51$1.52$4.99$7.40$9.96$2.57
2021Detailed filing. Detailed filing data is available for this year.$9.07$2.43$6.64$7.97$6.09$1.88
2020Detailed filing. Detailed filing data is available for this year.$7.29$2.53$4.76$7.66$8.23$0.58
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.01$5.34$8.74$8.34$0.40
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.02$4.93$7.90$8.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.01$5.10$8.97$8.38$0.59
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.04$4.50$8.75$7.72$1.04
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.30$3.47$6.75$6.28$0.47
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.55$3.00$6.74$5.14$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.02$1.40$5.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.13$0.97$4.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.24$0.61$5.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.0
Gross Receipts
$978,067
Mission and Program Overview

Mission

The portland ballet's 3 primary purposes (1) the establishment of a scholarship fund for children who can't afford ballet class tuition payments (2) to create and implement outreach programs for the public schools to get them involved in the community of dance and (3) to fund dance performances of youth groups to encourage young people to perform.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,347$280,680▲ $91,333
Land, Buildings, and Equipment, Net$278,878$247,820▼ $31,058
Total Assets$468,225$528,500▲ $60,275
Liabilities
Other Liabilities$151,980$151,649▼ $331
Total Liabilities$151,980$151,649▼ $331
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$316,245$376,851▲ $60,606
Total Net Assets Fund Balance$316,245$376,851▲ $60,606
Total Liabilities and Net Assets / Fund Balance$468,225$528,500▲ $60,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$209,844$224,556$434,400
Equipment$37,976$201,236$239,212
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Jim LaneExecutive Di$12,000$12,000

Board Members and Trustees

NameTitle
Melissa PetermanPresident
Amy BentonMember
Jacob GarrettMember
Michael JamondMember
Nick Le-juricaMember
Noel TenosoMember
Richard SteinMember
Nadia JaworsSecretary
Kathryn AndriesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$374,577
Program Service Revenue
$603,490
Investment Income
$0
Other Revenue
$0
All Other Contributions
$142,672
Change in Net Assets
$60,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$561,031
Other Expenses$356,430
Total Fundraising Expense$24,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$369,646$3,919$3,198$376,763
Current Officers, Directors, Trustees, and Key Employees$99,235$6,000$11,223$116,458
Occupancy$95,345$5,297$5,297$105,939
Fees for Services Other$56,449$3,079$500$60,028
Payroll Taxes$56,388$1,198$1,732$59,318
Depreciation Depletion$27,952$3,106-$31,058
Office Expenses$22,769$577$459$23,805
Advertising$20,391--$20,391
Other Expenses$13,170$312$752$14,234
Other Employee Benefits$8,073$171$248$8,492
All Other Expenses$7,190$502$349$8,041
Interest$7,313$156$225$7,694
Fees for Services Accounting-$6,500-$6,500
Travel$4,153$60$28$4,241
Insurance$1,930$107$107$2,144
Fees for Services Legal-$632-$632
Total Functional Expenses$839,915$52,716$24,830$917,461
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loans$150,000
Credit Card Payable$1,649
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
Yes
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, Page 6, Part VI, Line 2

“James w. Lane nancy lane exec dir artistic dir spouse”

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed by management and then signed by the executive director.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for top officials are evaluated and approved annually with the budget”

Form 990, Page 6, Part VI, Line 15B

“Compensation for top key employees are evaluated and approved annually with the budget”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Portland Ballet
EIN
93-1320715
Phone
5034528448
Address
6250 SW CAPITOL HWY, PORTLAND, OR 97239

Signing Officer

Name
Jim Lane
Title
Executive Director
Phone
5034528448
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Peterman
Formed
2002
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
9
Employees
51
Volunteers
100

Preparer

Firm
Simpson & Company Pc
Address
2165 SW MAIN ST STE 101, PORTLAND, OR 97205
Preparer
Melissa S Andal
Phone
5032223673
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The portland ballet's 3 primary purposes (1) the establishment of a scholarship fund for children who can't afford ballet class tuition payments (2) to create and implement outreach programs for the public schools to get them involved in the community of dance and (3) to fund dance performances of youth groups to encourage young people to perform.”

Raw XML AppendixShowing 400 of 444 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/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PORTLAND BALLET'S 3 PRIMARY PURPOSES (1) THE ESTABLISHMENT OF A SCHOLARSHIP FUND FOR CHILDREN WHO CAN'T AFFORD BALLET CLASS TUITION PAYMENTS (2) TO CREATE AND IMPLEMENT OUTREACH PROGRAMS FOR THE PUBLIC SCHOOLS TO GET THEM INVOLVED IN THE COMMUNITY OF DANCE AND (3) TO FUND DANCE PERFORMANCES OF YOUTH GROUPS TO ENCOURAGE YOUNG PEOPLE TO PERFORM.
IRS990/AdvertisingGrp/ProgramServicesAmt020391
IRS990/AdvertisingGrp/TotalAmt020391
IRS990/AllOtherContributionsAmt0142672
IRS990/AllOtherExpensesGrp/FundraisingAmt0349
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0502
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07190
IRS990/AllOtherExpensesGrp/TotalAmt08041
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0JIM LANE
IRS990/BooksInCareOfDetail/PhoneNum05034528448
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06250 SW CAPITOL HWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0189347
IRS990/CashNonInterestBearingGrp/EOYAmt0280680
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt011223
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt099235
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0116458
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0374577
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0356430
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0603490
IRS990/CYRevenuesLessExpensesAmt060606
IRS990/CYSalariesCompEmpBnftPaidAmt0561031
IRS990/CYTotalExpensesAmt0917461
IRS990/CYTotalFundraisingExpenseAmt024830
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0978067
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03106
IRS990/DepreciationDepletionGrp/ProgramServicesAmt027952
IRS990/DepreciationDepletionGrp/TotalAmt031058
IRS990/Desc0OPERATION OF THE ACADEMY, PROVISION OF CREATIVE BALLET, CURRICULUM BALLET, MEN'S BALLET AND OPEN BALLET CLASSES INCLUDING PERFORMANCES SHOWCASING THE STUDENTS PERFORMANCE SKILLS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0839915
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06500
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0632
IRS990/FeesForServicesLegalGrp/TotalAmt0632
IRS990/FeesForServicesOtherGrp/FundraisingAmt0500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03079
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt056449
IRS990/FeesForServicesOtherGrp/TotalAmt060028
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/PersonNm0JIM LANE
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHRYN ANDRIES
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY BENTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JACOB GARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL JAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm5NADIA JAWORS
IRS990/Form990PartVIISectionAGrp/PersonNm6NICK LE-JURICA
IRS990/Form990PartVIISectionAGrp/PersonNm7MELISSA PETERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm9NOEL TENOSO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0231905
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0978067
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0107
IRS990/InsuranceGrp/ManagementAndGeneralAmt0107
IRS990/InsuranceGrp/ProgramServicesAmt01930
IRS990/InsuranceGrp/TotalAmt02144
IRS990/InterestGrp/FundraisingAmt0225
IRS990/InterestGrp/ManagementAndGeneralAmt0156
IRS990/InterestGrp/ProgramServicesAmt07313
IRS990/InterestGrp/TotalAmt07694
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0425792
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0278878
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0247820
IRS990/LandBldgEquipCostOrOtherBssAmt0673612
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PORTLAND BALLET'S 3 PRIMARY PURPOSES (1) THE ESTABLISHMENT OF A SCHOLARSHIP FUND FOR CHILDREN WHO CAN'T AFFORD BALLET CLASS TUITION PAYMENTS (2) TO CREATE AND IMPLEMENT OUTREACH PROGRAMS FOR THE PUBLIC SCHOOLS TO GET THEM INVOLVED IN THE COMMUNITY OF DANCE AND (3) TO FUND DANCE PERFORMANCES OF YOUTH GROUPS TO ENCOURAGE YOUNG PEOPLE TO PERFORM.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0316245
IRS990/NetAssetsOrFundBalancesEOYAmt0376851
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0316245
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0376851
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05297
IRS990/OccupancyGrp/ManagementAndGeneralAmt05297
IRS990/OccupancyGrp/ProgramServicesAmt095345
IRS990/OccupancyGrp/TotalAmt0105939
IRS990/OfficeExpensesGrp/FundraisingAmt0459
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0577
IRS990/OfficeExpensesGrp/ProgramServicesAmt022769
IRS990/OfficeExpensesGrp/TotalAmt023805
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0248
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0171
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08073
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08492
IRS990/OtherExpensesGrp/Desc0THEATER EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CHARGES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt0712
IRS990/OtherExpensesGrp/FundraisingAmt1752
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1712
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2312
IRS990/OtherExpensesGrp/ProgramServicesAmt036463
IRS990/OtherExpensesGrp/ProgramServicesAmt113448
IRS990/OtherExpensesGrp/ProgramServicesAmt213170
IRS990/OtherExpensesGrp/TotalAmt036463
IRS990/OtherExpensesGrp/TotalAmt120388
IRS990/OtherExpensesGrp/TotalAmt214872
IRS990/OtherExpensesGrp/TotalAmt314234
IRS990/OtherLiabilitiesGrp/BOYAmt0151980
IRS990/OtherLiabilitiesGrp/EOYAmt0151649
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03198
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03919
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0369646
IRS990/OtherSalariesAndWagesGrp/TotalAmt0376763
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01732
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01198
IRS990/PayrollTaxesGrp/ProgramServicesAmt056388
IRS990/PayrollTaxesGrp/TotalAmt059318
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MELISSA PETERMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION, FEES AND TICKETS
IRS990/ProgramServiceRevenueGrp/Desc1STUDIO RENTAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt04725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0598765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0598765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14725
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0197325
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0338040
IRS990/PYProgramServiceRevenueAmt0605618
IRS990/PYRevenuesLessExpensesAmt0-182549
IRS990/PYSalariesCompEmpBnftPaidAmt0647452
IRS990/PYTotalExpensesAmt0985492
IRS990/PYTotalRevenueAmt0802943
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060606
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0599299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0374577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0197325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0178842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0521896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0511266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01783906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0598765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0599585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0559103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0447140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0284097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02488690
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04725
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01706
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02086
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015315
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94150
IRS990ScheduleA/PublicSupportPY509Pct00.92440
IRS990ScheduleA/PublicSupportTotal509Amt04037005
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt083898
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt065656
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0101352
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0250906
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt083898
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt065656
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0101352
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0250906
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0978067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0802943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0739651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0969801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0797449
IRS990ScheduleA/Total509Grp/TotalAmt04287911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0978067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0802943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0739651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0969801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0797449
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04287911
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0209844
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0224556
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0434400
IRS990ScheduleD/EquipmentGrp/BookValueAmt037976
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0201236
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0239212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SBA LOANS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0247820
IRS990ScheduleD/TotalLiabilityAmt0151649
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PORTLAND BALLET'S 3 PRIMARY PURPOSES (1) THE ESTABLISHMENT OF A SCHOLARSHIP FUND FOR CHILDREN WHO CAN'T AFFORD BALLET CLASS TUITION PAYMENTS (2) TO CREATE AND IMPLEMENT OUTREACH PROGRAMS FOR THE PUBLIC SCHOOLS TO GET THEM INVOLVED IN THE COMMUNITY OF DANCE AND (3) TO FUND DANCE PERFORMANCES OF YOUTH GROUPS TO ENCOURAGE YOUNG PEOPLE TO PERFORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES W. LANE NANCY LANE EXEC DIR ARTISTIC DIR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEWED BY MANAGEMENT AND THEN SIGNED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR TOP OFFICIALS ARE EVALUATED AND APPROVED ANNUALLY WITH THE BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR TOP KEY EMPLOYEES ARE EVALUATED AND APPROVED ANNUALLY WITH THE BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0468225
IRS990/TotalAssetsEOYAmt0528500
IRS990/TotalAssetsGrp/BOYAmt0468225
IRS990/TotalAssetsGrp/EOYAmt0528500
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0374577
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024830
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052716
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0839915
IRS990/TotalFunctionalExpensesGrp/TotalAmt0917461
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0151980
IRS990/TotalLiabilitiesEOYAmt0151649
IRS990/TotalLiabilitiesGrp/BOYAmt0151980
IRS990/TotalLiabilitiesGrp/EOYAmt0151649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0316245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0376851
IRS990/TotalProgramServiceExpensesAmt0839915
IRS990/TotalProgramServiceRevenueAmt0603490
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt04725
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0598765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0978067
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0528500
IRS990/TravelGrp/FundraisingAmt028

Document Assets

No mirrored PDF or thumbnail assets are attached yet.