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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.

90.22

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

Board Leadership
Allison Lane Lyneham
Board Chair

CEO
Thomas Bruner
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.22
  Financial 86.77
  Accountability & Transparency 96.00
This rating was published 09/01/2021 and includes data from FY2020, 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

86.77

Accountability & Transparency

96.00

This rating was published 09/01/2021 and includes data from FY2020, 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)
90.9%
  Administrative Expenses 3.0%
  Fundraising Expenses 5.9%
  Fundraising Efficiency $0.20
  Working Capital Ratio (years) 0.64
  Program Expenses Growth 3.8%
  Liabilities to Assets 18.0%
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) 90.22
Kansas City Ballet (MO) 93.09
Pennsylvania Ballet (PA) 86.69
Texas Ballet Theater (TX) 87.81
Grand Rapids Ballet (MI) 87.45

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,027,313
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $892,639
Total Contributions $2,919,952
   Program Service Revenue $4,622,216
Total Primary Revenue $7,542,168
   Other Revenue $632,128
TOTAL REVENUE $8,174,296
   
EXPENSES  
   Program Expenses $6,894,989
   Administrative Expenses $268,819
   Fundraising Expenses $508,943
TOTAL FUNCTIONAL EXPENSES $7,672,751
   
Payments to Affiliates $0
Excess (or Deficit) for the year $501,545
   
Net Assets $4,918,967

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
Productions $5,320,943 77.2%
School $1,405,807 20.4%
Educational Outreach $168,239 2.4%

Ratings History
Oregon Ballet Theatre has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-06 09/01/2021 90.22
2019-06 06/01/2020 92.38
2018-06 05/01/2019 90.58
2017-06 07/01/2018 85.55
2016-06 11/01/2017 85.36
2016-06 08/01/2017 77.32
2015-06 09/01/2016 72.92
2014-06 06/01/2016 72.56
 
CN 2.0
2014-06 10/01/2015 70.93
2013-06 02/01/2015 74.79
2012-06 05/01/2013 80.38
2011-06 08/01/2012 73.04
2010-06 09/20/2011 72.87
 
CN 1.0
2009-06 12/01/2010 73.04
2008-06 02/01/2010 84.18
2007-06 07/01/2009 87.15
2006-06 05/01/2008 76.05
2005-06 09/01/2006 78.63
2004-06 04/01/2005 71.63

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
$124,866 1.62% Michael Greer Executive Director
Other Salaries of Note
$148,032 1.92% Kevin Irving Artistic Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Ballet Theatre (OR) 90.22
Mark Morris Dance Group (NY) 92.02
Paul Taylor Dance Foundation (NY) 86.44
Ballet Hispánico (NY) 95.95
Grand Rapids Ballet (MI) 87.45

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Charity Contact Info

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

Visit Web Site

Board Leadership

Allison Lane Lyneham
Board Chair

CEO

Thomas Bruner
Executive Director

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