San Francisco Ballet Association is located in San Francisco, CA. The organization was established in 1961. According to its NTEE Classification (A63) the organization is classified as: Ballet, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, San Francisco Ballet Association employed 677 individuals. This organization is the central organization for a national or regional group of organizations. San Francisco Ballet Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, San Francisco Ballet Association generated $63.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $53.4m during the year ending 06/2022. While expenses have increased by 1.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SF BALLET'S MISSION IS TO SHARE OUR JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE. (SEE SCH. O) SF BALLET AIMS TO REACH AUDIENCES BOTH LOCALLY AND AROUND THE WORLD, AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN OUR SCHOOL. WE SEEK TO ENHANCE OUR POSITION AS ONE OF THE WORLD'S FINEST DANCE COMPANIES THROUGH OUR VITALITY, INNOVATION AND DIVERSITY, AND THROUGH OUR UNCOMPROMISING COMMITMENT TO ARTISTIC EXCELLENCE BASED IN THE CLASSICAL BALLET TRADITION.
Describe the Organization's Program Activity:
UNDER THE DIRECTION OF HELGI TOMASSON FOR THREE DECADES, THE ASSOCIATION HAS ACHIEVED AN INTERNATIONAL REPUTATION AS ONE OF THE PREEMINENT BALLET COMPANIES IN THE WORLD. DURING THE FISCAL YEAR, THE COMPANY PERFORMED AT A LOCAL FESTIVAL, PRESENTED 29 PERFORMANCES OF THE NUTCRACKER, 20 PERFORMANCES OF DON QUIXOTE AND SWAN LAKE, AND 44 PERFORMANCES SPREAD OUT OVER FIVE OTHER PROGRAMS REPRESENTING CLASSICAL, NEOCLASSICAL AND CONTEMPORARY BALLET WORKS.
THE ARTISTS RESERVE FUND IS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE BALLET AND THE AMERICAN GUILD OF MUSICAL ARTISTS (AGMA), THE DANCERS AND STAGE MANAGERS UNION. EACH YEAR, A COMMITTEE OF BALLET REPRESENTATIVES, ARTISTS, AND A UNION REPRESENTATIVE MEET TO GRANT MONEY FROM THE ARTISTS' RESERVE FUND TO ELIGIBLE ARTISTS TO ASSIST WITH FUNDING FOR THEIR CAREER TRANSITION ACTIVITIES.RENTAL INCOME - THE ASSOCIATION RENTS OUT ITS CONFERENCE ROOM AND STUDIO SPACE. IN ADDITION, THE ASSOCIATION PERIODICALLY RENTS OUT SETS AND COSTUMES TO OTHER BALLET COMPANIES AND DANCERS. ALL RENTALS ARE IN FURTHERANCE OF THE BALLET'S EXEMPT PURPOSE.
THE ASSOCIATION OPERATES THE SAN FRANCISCO BALLET SCHOOL AND A STUDENT RESIDENCE. OVER 500 STUDENTS ARE ENROLLED IN THE SCHOOL AND 52 ADVANCED STUDENTS FROM ACROSS THE US AND AROUND THE WORLD RESIDE IN THE STUDENT RESIDENCE. THE BALLET SCHOOL CURRICULUM IS DESIGNED AND TAUGHT BY AN EMINENT FACULTY, EMPHASIZING A STRONG CLASSICAL TECHNIQUE AND A FLOW OF MOVEMENT THAT SUGGESTS A SENSE OF ENERGY, FREEDOM, AND JOY - REFLECTING THE KIND OF DANCING FAVORED BY THE BALLET. GIRLS AND BOYS AGED 8 TO 18 FOLLOW A STRUCTURED SEQUENCE OF TRAINING STAGES DESIGNED TO INCREASE THEIR TECHNICAL SKILLS, STAMINA, AND DISCIPLINE IN ACCORDANCE WITH THEIR AGE AND PHYSICAL DEVELOPMENT. THE PROGRAM INCLUDES CLASSES IN TECHNIQUE, POINTE WORK, PAS DE DEUX, MEN'S TECHNIQUE, CONDITIONING, CONTEMPORARY DANCE, DANCE HISTORY, AND MUSIC. (SEE SCH. O)SEMINARS ON NUTRITION AND RELATED ISSUES ARE OFFERED THROUGHOUT THE SCHOOL YEAR. THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF TUITION AND HOUSING SCHOLARSHIPS TO INTERMEDIATE AND ADVANCED LEVEL STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET. MORE THAN SIXTY PERCENT OF THE DANCERS IN THE BALLET'S PROFESSIONAL COMPANY TRAINED IN THE SCHOOL. STUDENTS HAVE ALSO GONE ON TO DANCE WITH SUCH COMPANIES AS ENGLISH NATIONAL BALLET, DUTCH NATIONAL BALLET; ROYAL NEW ZEALAND BALLET, ROYAL WINNIPEG BALLET, VIENNA OPERA BALLET, HAMBURG BALLET, NEW YORK CITY BALLET, AMERICAN BALLET THEATRE, JOFFREY BALLET, HOUSTON BALLET, PACIFIC NORTHWEST BALLET, BOSTON BALLET, OREGON BALLET THEATRE, WASHINGTON BALLET, MIAMI CITY BALLET, PITTSBURGH BALLET THEATER, PENNSYLVANIA BALLET, AND ATLANTA BALLET, AMONG OTHERS. THE BALLET SCHOOL ALSO OPERATES SUMMER SESSIONS IN SAN FRANCISCO FOR PROFESSIONAL BALLET CAREER-BOUND STUDENTS FROM THE U.S. AND ABROAD. SF BALLET SCHOOL OFFERS SCHOLARSHIPS TO TALENTED YOUNGSTERS RECRUITED FROM SF PUBLIC SCHOOLS THROUGH THE COMMUNITY SCHOLARSHIP PROGRAM. ADDITIONAL PROGRAMMING INCLUDES PRE-BALLET CLASSES FOR CHILDREN AGES 4-7, ADULT OPEN BALLET CLASSES, MASTER CLASSES, SPECIALLY-DESIGNED DANCE CLASSES FOR SENIORS AND ADULTS WITH PARKINSON'S DISEASE, AND A WEEK-LONG BALLET CAMP FOR ADULTS.
THE ASSOCIATION PROVIDES DANCE EDUCATION PROGRAMS IN K-12 SCHOOLS AND THE COMMUNITY AT LARGE, SOMETIMES IN COORDINATION WITH OTHER COMMUNITY-BASED ORGANIZATIONS, AND THEY ARE GEARED TO CHILDREN, YOUTH, FAMILIES, AND ADULTS. THE DANCE IN SCHOOLS AND COMMUNITIES (DISC) PROGRAM IS THE LARGEST OFFERING TARGETING YOUTH, AND IT PROVIDES FREE INTERACTIVE DANCE EDUCATION TO APPROXIMATELY 2,500 STUDENTS IN 38 SAN FRANCISCO UNIFIED SCHOOL DISTRICT EARLY EDUCATION AND ELEMENTARY SCHOOLS THROUGH A RESIDENCY EACH YEAR. (SEE SCH. O)ADDITIONAL PROGRAMS INCLUDE PROFESSIONAL DEVELOPMENT FOR CLASSROOM TEACHERS, WORKSHOPS FOR THE SPECIAL NEEDS COMMUNITY AND FAMILIES, AFTER-SCHOOL DANCE CLASSES, A SUMMER DANCE CAMP, ADULT EDUCATION PROGRAMS FOR LEARNERS AT ALL LEVELS, AND STUDENT MATINEES GEARED TO SCHOOL GROUPS WHO WISH TO SEE A LIVE PERFORMANCE OF SAN FRANCISCO BALLET. AN ESTIMATED 20,000 COMMUNITY MEMBERS ARE ENGAGED IN THE ASSOCIATION'S EDUCATION PROGRAMS ANNUALLY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Helgi Tomasson Thru 0622 Artistic Dir & Prin. Choreographer | Trustee | 50 | $658,158 |
Sonia H Evers Co-Chair Of The Board | OfficerTrustee | 10 | $0 |
Robert G Shaw Co-Chair Of The Board | OfficerTrustee | 10 | $0 |
Carl F Pascarella President & Immediate Past Chair | OfficerTrustee | 10 | $0 |
James H Herbert II Vice Chair | OfficerTrustee | 5 | $0 |
Lucy Jewett Vice Chair | OfficerTrustee | 5 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
J Riccardo Benavides Event Styling Inc Event Planning | 6/29/22 | $401,299 |
Bevilacqua & Sons Inc Construction Project | 6/29/22 | $1,381,135 |
Mogo Marketing And Media Inc Advertising And Marketing | 6/29/22 | $201,437 |
Pillsbury Winthrop Shaw & Pittman Legal Services | 6/29/22 | $184,477 |
Grant Thornton Llp Tax And Audit Services | 6/29/22 | $178,619 |
Statement of Revenue | |
---|---|
Federated campaigns | $33,000 |
Membership dues | $20,673,462 |
Fundraising events | $5,151,485 |
Related organizations | $5,370,721 |
Government grants | $7,003,516 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $1,811,122 |
Total Revenue from Contributions, Gifts, Grants & Similar | $38,232,184 |
Total Program Service Revenue | $23,502,648 |
Investment income | $30,082 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $13,083 |
Net Rental Income | $278,952 |
Net Gain/Loss on Asset Sales | -$3,472 |
Net Income from Fundraising Events | -$939,906 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $147,110 |
Miscellaneous Revenue | $0 |
Total Revenue | $63,638,947 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $1,445,347 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $2,189,884 |
Compensation of current officers, directors, key employees. | $622,504 |
Compensation to disqualified persons | $459,492 |
Other salaries and wages | $26,038,394 |
Pension plan accruals and contributions | $2,345,149 |
Other employee benefits | $3,671,973 |
Payroll taxes | $2,389,869 |
Fees for services: Management | $0 |
Fees for services: Legal | $544,845 |
Fees for services: Accounting | $116,385 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $3,711 |
Fees for services: Other | $1,312,744 |
Advertising and promotion | $1,766,584 |
Office expenses | $1,305,673 |
Information technology | $562,284 |
Royalties | $629,589 |
Occupancy | $2,282,579 |
Travel | $489,401 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $1,427,899 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $1,343,629 |
Insurance | $417,658 |
All other expenses | $849,474 |
Total functional expenses | $53,441,529 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $6,850,001 |
Savings and temporary cash investments | $289,601 |
Pledges and grants receivable | $2,388,194 |
Accounts receivable, net | $182,871 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $53,733 |
Prepaid expenses and deferred charges | $1,491,283 |
Net Land, buildings, and equipment | $18,930,684 |
Investments—publicly traded securities | $626,349 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $6,274,036 |
Total assets | $37,086,752 |
Accounts payable and accrued expenses | $6,122,215 |
Grants payable | $0 |
Deferred revenue | $6,160,198 |
Tax-exempt bond liabilities | $29,363,001 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $3,900,000 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $8,094,788 |
Total liabilities | $53,640,202 |
Net assets without donor restrictions | -$19,488,033 |
Net assets with donor restrictions | $2,934,583 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $37,086,752 |