Civic Intelligence

The Portland Ballet Fka Pacific Artists Foundation Inc

990 • Fiscal year 2018 • EIN 93-1320715

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization ProfileWWW.THEPORTLANDBALLET.ORG
6250 SW Capitol HwyPortland, OR 97239

(503) 452-8448

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

34th percentile

-2.0%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$12,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

34th percentile

-3.0%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$495,497

Down $15,330 (-3.0%) from 2017

Net Assets

Down

$493,379

Down $16,190 (-3.2%) from 2017

Liabilities

Up

$2,118

Up $860 (+68%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin34th percentile

Revenue

Down

$790,097

Down $106,899 (-12%) from 2017

Expenses

Down

$806,287

Down $31,586 (-3.8%) from 2017

Net Income

Down

-$16,190

Down $75,313 (-127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$495,497
Liabilities$2,118
Net Assets$493,379
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$790,097
Expenses$806,287
Net Income-$16,190
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$790,097
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
Land, Buildings, and Equipment, Net$414,625$379,305▼ $35,320
Cash and Non-Interest-Bearing Accounts$96,202$116,192▲ $19,990
Total Assets$510,827$495,497▼ $15,330
Liabilities
Other Liabilities$1,258$2,118▲ $860
Total Liabilities$1,258$2,118▲ $860
Net Assets / Fund Balance
Unrestricted Net Assets$504,569$466,418▼ $38,151
Temporarily Rstr Net Assets$5,000$26,961▲ $21,961
Total Net Assets Fund Balance$509,569$493,379▼ $16,190
Total Liabilities and Net Assets / Fund Balance$510,827$495,497▼ $15,330

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$329,593$89,979$419,572
Equipment$49,712$152,557$202,269
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

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

Board Members and Trustees

NameTitle
Melissa PetermanPresident
Amy BentonMember
Mary MuhlbachMember
Michael JamondMember
Nadia JaworsMember
Richard SteinMember
Peter MuhlbachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$149,823
Program Service Revenue
$640,274
Investment Income
$0
Other Revenue
$0
All Other Contributions
$80,167
Change in Net Assets
$-16,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$467,729
Other Expenses$338,558
Total Fundraising Expense$35,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$395,670$2,732$4,038$402,440
Occupancy$86,151$2,349$4,657$93,157
Fees for Services Other$59,019$1,668$14,700$75,387
Depreciation Depletion$46,116$5,124-$51,240
Payroll Taxes$38,040$840$965$39,845
Office Expenses$23,954$300$2,453$26,707
Advertising$18,891$1,271$26$20,188
Other Employee Benefits$12,835$283$326$13,444
All Other Expenses$10,388$459$1,190$12,037
Current Officers, Directors, Trustees, and Key Employees-$6,000$6,000$12,000
Other Expenses$5,047$240$239$5,526
Fees for Services Accounting-$4,100-$4,100
Insurance$2,536$247$134$2,917
Total Functional Expenses$722,816$48,317$35,154$806,287
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
Credit Card Payable$2,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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 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
5032953085
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Peterman
Formed
2002
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
47
Volunteers
150

Preparer

Firm
Simpson & Company
Address
2165 SW MAIN ST, PORTLAND, OR 97205-1123
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 418 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.

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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/ExplanationTxt3DOCUMENTS 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 19
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IRS990/USAddress/AddressLine1Txt02008 PALISADES TERRACE DR
IRS990/USAddress/CityNm0LAKE OSWEGO
IRS990/USAddress/StateAbbreviationCd0OR
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JIM LANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032953085
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PORTLAND BALLET
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA PACIFIC ARTISTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PORT
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,497
Liabilities
$2,118
Net assets
$493,379
Revenue
$790,097
Expenses
$806,287
Net income
-$16,190
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