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Arts, Culture, Humanities : Performing Arts

Oregon Ballet Theatre

Inspire beauty and excellence in the hearts and minds of our community through the creation and preservation of dance.

four stars

92.38

0720 South Bancroft Street Portland, OR 97239
tel: (503) 227-0977   Web Site
EIN: 93-1009305

Board Leadership
Allison Lane Lyneham
Board Chair

CEO
Michael Greer
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 92.38 four stars
  Financial 90.00 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.

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. Established in 1989, OBT is the only full-time operating ballet company in the Portland metropolitan region. The ballet company performs an annual season of four programs. Our continuing goal is to provide our community with quality performances, featuring our professional ballet company; education and training of the highest caliber through our school, providing professional training for dancers interested in a career in ballet and dance instruction for all ages; and our Outreach activities focused on our community youth through our onsite residencies in the classroom and the opportunity to attend our student performance series.

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. Established in 1989, OBT is the only full-time operating ballet company in the Portland metropolitan region. The ballet company performs an annual season of four programs. Our continuing goal is to provide our community with quality performances, featuring our professional ballet company; education and training of the highest caliber through our school, providing professional training for dancers interested in a career in ballet and dance instruction for all ages; and our Outreach activities focused on our community youth through our onsite residencies in the classroom and the opportunity to attend our student performance series.

Financial

four stars

90.00

Accountability & Transparency

four stars

96.00

This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
91.6%
  Administrative Expenses 2.5%
  Fundraising Expenses 5.8%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 0.58
  Program Expenses Growth 9.9%
  Liabilities to Assets 27.9%
All data for Financial Performance Metrics calculations was provided by Oregon Ballet Theatre on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Ballet Theatre on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Ballet Theatre (OR) 92.38 four stars
Mark Morris Dance Group (NY) 92.02 four stars
Pittsburgh Ballet Theatre (PA) 91.10 four stars
Grand Rapids Ballet (MI) 86.46 three stars
Milwaukee Ballet (WI) 94.93 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,868,567
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $302,642
Total Contributions $2,171,209
   Program Service Revenue $5,361,554
Total Primary Revenue $7,532,763
   Other Revenue $536,889
TOTAL REVENUE $8,069,652
   
EXPENSES  
   Program Expenses $7,279,450
   Administrative Expenses $302,716
   Fundraising Expenses $496,656
TOTAL FUNCTIONAL EXPENSES $8,078,822
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-9,170
   
Net Assets $4,374,283

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Production Programs $5,693,142 78.2%
School of Oregon Ballet $1,400,071 19.2%
Education and Outreach $186,237 2.6%

Ratings History
Oregon Ballet Theatre has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 06/01/2020 92.38 four stars
2018-06 05/01/2019 90.58 four stars
2017-06 07/01/2018 85.55 three stars
2016-06 11/01/2017 85.36 three stars
2016-06 08/01/2017 77.32 two stars
2015-06 09/01/2016 72.92 two stars
2014-06 06/01/2016 72.56 two stars
 
CN 2.0
2014-06 10/01/2015 70.93 two stars
2013-06 02/01/2015 74.79 two stars
2012-06 05/01/2013 80.38 three stars
2011-06 08/01/2012 73.04 two stars
2010-06 09/20/2011 72.87 two stars
 
CN 1.0
2009-06 12/01/2010 73.04 two stars
2008-06 02/01/2010 84.18 three stars
2007-06 07/01/2009 87.15 three stars
2006-06 05/01/2008 76.05 two stars
2005-06 09/01/2006 78.63 two stars
2004-06 04/01/2005 71.63 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 93-1009305
Name in IRS Master File OREGON BALLET THEATRE
NTEE Code A63
NTEE Classification Ballet
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status School 170(b)(1)(A)(ii)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 1990
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$133,872 1.65% Michael Greer Executive Director
Other Salaries of Note
$154,800 1.91% Kevin Irving Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Ballet Theatre (OR) 92.38 four stars
Alabama Ballet (AL) 85.81 three stars
Richmond Ballet, The State Ballet of Virginia (VA) 87.20 three stars
Ballet West (UT) 87.22 three stars
Ballet Hispánico (NY) 95.95 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Oregon Ballet Theatre
0720 South Bancroft Street
Portland, OR 97239
tel: (503) 227-0977
EIN: 93-1009305

Visit Web Site

Board Leadership

Allison Lane Lyneham
Board Chair

CEO

Michael Greer
Executive Director

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