OREGON BALLET THEATRE Charity Report

Public IRS 990 nonprofit record

OREGON BALLET THEATRE

EIN 93-1009305 · Ballet (A63)

What they do

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. OREGON BALLET THEATRE is THE LARGEST PROFESSIONAL BALLET COMPANY IN OREGON, EMPLOYING NEARLY 200 PEOPLE and ATTRACTING ARTISTS FROM AROUND THE GLOBE WITH OUR REPUTATION for EXCELLENCE. THE COMPANY is ROOTED IN THE TRADITIONS of CLASSICAL BALLET, WITH A REPERTOIRE THAT RANGES FROM THE GREAT CLASSICS to PREMIERES FROM SOME of THE MOST EXCITING CHOREOGRAPHIC VOICES IN THE FIELD TODAY. OUR MISSION is DEDICATED to THE VITALITY OF, and ACCESS TO, WORLD-CLASS BALLET PERFORMANCE and TRAINING IN OUR REGION. IN ADDITION to OUR 5-SHOW MAIN STAGE SEASON, WE TRAIN DANCERS FROM 4 YEARS OLD to 80 YEARS OLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

94.39%of revenue went to mission work88.9% of expenses · Program services

6.56%of revenue went to fundraising6.2% of expenses

$106.13spent for every $100 of revenueSpending was higher than revenue this year.

5.18%of revenue went to management and office costs4.9% of expenses

$1.17in assets for every $1 spent this yearSome assets cannot be spent right away.

26.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $547,490 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $198,310 for DANIELLE ROWE (ARTISTIC DIR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,931,736

Mission workProgram services$8,430,96594.39% of revenue88.9% of expenses

ManagementOffice and general costs$462,3275.18% of revenue4.9% of expenses

FundraisingAsking for donations$585,9346.56% of revenue6.2% of expenses

Total expenses$9,479,226106.13% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.9% mission · 4.9% management · 6.2% fundraisingTotal expenses: 106.13% of revenue

2023Expense mix: 89.5% mission · 4.6% management · 5.9% fundraisingTotal expenses: 91.03% of revenue

2022Expense mix: 88.6% mission · 6.1% management · 5.2% fundraisingTotal expenses: 106.19% of revenue

2021Expense mix: 85.1% mission · 7.2% management · 7.7% fundraisingTotal expenses: 80.97% of revenue

2020Expense mix: 84.7% mission · 5.0% management · 10.4% fundraisingTotal expenses: 84.83% of revenue

2019Expense mix: 89.9% mission · 3.5% management · 6.6% fundraisingTotal expenses: 93.86% of revenue

2018Expense mix: 90.1% mission · 3.7% management · 6.1% fundraisingTotal expenses: 100.11% of revenue

2017Expense mix: 93.2% mission · 1.7% management · 5.1% fundraisingTotal expenses: 94.62% of revenue

Money in and money out

Revenue$8,931,736

Expenses$9,479,226

Annual shortfall $547,490 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,430,965 · 88.9% of expenses

Management and office costs$462,327 · 4.9% of expenses

Fundraising$585,934 · 6.2% of expenses

See all reported dollar amounts

Revenue$8,931,736

Expenses$9,479,226

Assets$11,077,972

Income$9,337,687

Contributions$2,334,911

Mission work (program services)$8,430,965

Fundraising$585,934

Management and general$462,327

Stocks and bonds$5,670,316

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DANIELLE ROWEARTISTIC DIR · 40 hrs/week $198,310Base $191,301 · Other $7,009

SHANE JEWELLEXECUTIVE DI · 40 hrs/week $187,068Base $180,059 · Other $7,009

NICOLAS GAUDREAUDEVELOPMENT · 40 hrs/week $129,167Base $122,158 · Other $7,009

DONNA SIEKMANNDIRECTOR OF · 40 hrs/week $109,941Base $109,357 · Other $584

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

DANIELLE ROWEARTISTIC DIR

SHANE JEWELLEXECUTIVE DI

NICOLAS GAUDREAUDEVELOPMENT

DONNA SIEKMANNDIRECTOR OF

JARED KENDALVICE CHAIR

SANDRA COSTDIRECTOR

SANDA STEINDIRECTOR

NOLAN LIENHARTDIRECTOR

MIKE WEDDLEDIRECTOR

MELODY ROSECHAIR

MARC HILLDIRECTOR

LEIGH GOLDBERGERDIRECTOR

LAUREN THIBODEAUXDIRECTOR

KIMBERLY MACK IRELANDDIRECTOR

JULIET HILLMANDIRECTOR

ADRIA CASSIDYDIRECTOR

JANNA DAVYDOVADIRECTOR

ERIN MBOUPTREASURER

ELIZAVETA GUSTAFSONDIRECTOR

CATHERINE LEVIDIRECTOR

CATE SWEENEYSECRETARY

CALEB SCHLESINGERDIRECTOR

BILLY LADDDIRECTOR

BENJAMIN SIMOENSDIRECTOR

BEN WAECHTERDIRECTOR

ADRIANE BLACKMANDIRECTOR

About this charity

Recognized since: January 1990
Location: 720 BANCROFT ST, PORTLAND, OR 97239
County: Multnomah
In care of: DONNA SIEKMANN
Primary officer: DONNA SIEKMANN, DIRECTOR OF FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(503) 227-0977

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DOUGALL CONRADIE LLC
NTEE classification: Ballet (A63)
IRS tax category: Ballet