SAN FRANCISCO BALLET ASSOCIATION Charity Report

Public IRS 990 nonprofit record

SAN FRANCISCO BALLET ASSOCIATION

EIN 94-1415298 · Arts, Culture & Humanities (A630)

What they do

SF BALLETS MISSION is to SHAPE BALLETS FUTURE BY CREATING WORKS of (SEE SCH. O) UNCOMPROMISING EXCELLENCE, IDENTIFYING and DEVELOPING EXTRAORDINARY TALENT, and SERVING AS A CATALYS for CULTURAL TRANSFORMATION. WE BLEND INNOVATION WITH ACCOUNTABILITY, LOCAL ROOTS WITH GLOBAL RESONANCE, CREATING EXPERIENCES THAT SHIFT PERSPECTIVES and INSPIRE BOLD CREATIVITY ACROSS GENERATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.20 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 leaders69 people are listed in the latest report.

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

Money made simple

78.94%of revenue went to mission work83.2% of expenses · Program services

3.41%of revenue went to fundraising3.6% of expenses

$94.87spent for every $100 of revenueRevenue covered expenses this year.

12.52%of revenue went to management and office costs13.2% of expenses

$0.73in assets for every $1 spent this yearSome assets cannot be spent right away.

56.1%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.

Pay context: The highest compensation shown in this filing is $637,215 for TAMARA ROJO (ART DIR & PRIN CHOREO). 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$70,780,810

Mission workProgram services$55,875,64978.94% of revenue83.2% of expenses

ManagementOffice and general costs$8,859,96412.52% of revenue13.2% of expenses

FundraisingAsking for donations$2,413,9273.41% of revenue3.6% of expenses

Revenue left after expensesReported annual surplus$3,631,2705.13% of revenueShown in gray on the chart

Total expenses$67,149,54094.87% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 83.2% mission · 13.2% management · 3.6% fundraisingTotal expenses: 94.87% of revenue

2023Expense mix: 84.2% mission · 12.3% management · 3.4% fundraisingTotal expenses: 91.14% of revenue

2022Expense mix: 83.0% mission · 13.6% management · 3.4% fundraisingTotal expenses: 101.68% of revenue

2021Expense mix: 83.5% mission · 12.4% management · 4.1% fundraisingTotal expenses: 83.98% of revenue

2020Expense mix: 78.3% mission · 16.0% management · 5.7% fundraisingTotal expenses: 119.90% of revenue

2019Expense mix: 82.2% mission · 12.6% management · 5.3% fundraisingTotal expenses: 120.84% of revenue

2018Expense mix: 82.2% mission · 12.8% management · 5.0% fundraisingTotal expenses: 106.91% of revenue

2017Expense mix: 83.2% mission · 12.1% management · 4.7% fundraisingTotal expenses: 103.45% of revenue

Money in and money out

Revenue$70,780,810

Expenses$67,149,540

Annual surplus $3,631,270 Revenue was higher than expenses 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)$55,875,649 · 83.2% of expenses

Management and office costs$8,859,964 · 13.2% of expenses

Fundraising$2,413,927 · 3.6% of expenses

See all reported dollar amounts

Revenue$70,780,810

Expenses$67,149,540

Assets$49,224,955

Income$124,917,706

Contributions$39,698,287

Mission work (program services)$55,875,649

Fundraising$2,413,927

Management and general$8,859,964

Executive compensation (total)$2,663,921

Stocks and bonds$662,299

Accounting fees$151,027

Investing fees$4,170

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

TAMARA ROJOART DIR & PRIN CHOREO · 50 hrs/week $637,215Base $615,086 · Other $22,129

ARTURO JACOBUSINTERIM EXECUTIVE DIR. (THRU 11/24) · 28 hrs/week $557,568Base $546,588 · Other $10,980

ROBERT H FORE IIICHIEF FINANCIAL OFFICER (THRU 12/24) · 40 hrs/week $347,318Base $312,223 · Other $35,095

MARTIN WESTMUSIC DIRECTOR & PRIN. CONDUCTOR · 50 hrs/week $347,012Base $320,280 · Other $26,732

LEONARD EGERTGENERAL MANAGER (THRU 03/25) · 50 hrs/week $326,094Base $304,063 · Other $22,031

LISA POPPENCHIEF MARKETING OFFICER · 40 hrs/week $296,904Base $276,975 · Other $19,929

CORDULA MERKSCONCERT MASTER · 40 hrs/week $267,361Base $228,980 · Other $38,381

SASHA E DE SOLAPRINCIPAL DANCER · 40 hrs/week $247,796Base $213,931 · Other $33,865

KARIN BIRKLANDHUMAN RESOURCES DIR. (THRU 12/24) · 50 hrs/week $243,896Base $229,688 · Other $14,208

YUAN-YUAN TANPRINCIPAL DANCER · 40 hrs/week $235,459Base $207,238 · Other $28,221

KRISTIN LANGER BERTRANDCAMPAIGN DIRECTOR · 40 hrs/week $222,383Base $205,950 · Other $16,433

ROBISON AARONDANCER · 40 hrs/week $216,558Base $186,313 · Other $30,245

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 (69)

TAMARA ROJOART DIR & PRIN CHOREO

ARTURO JACOBUSINTERIM EXECUTIVE DIR. (THRU 11/24)

ROBERT H FORE IIICHIEF FINANCIAL OFFICER (THRU 12/24)

MARTIN WESTMUSIC DIRECTOR & PRIN. CONDUCTOR

LEONARD EGERTGENERAL MANAGER (THRU 03/25)

LISA POPPENCHIEF MARKETING OFFICER

CORDULA MERKSCONCERT MASTER

SASHA E DE SOLAPRINCIPAL DANCER

KARIN BIRKLANDHUMAN RESOURCES DIR. (THRU 12/24)

YUAN-YUAN TANPRINCIPAL DANCER

KRISTIN LANGER BERTRANDCAMPAIGN DIRECTOR

ROBISON AARONDANCER

FLAHERTY FRANCESDANCER

BRYNN KATHLEEN MYERSCHIEF PHILANTHROPY OFFICER

GRACE MADUELL HOLMESSCHOOL DIRECTOR

HELGI TOMASSONFORMER ARTISTIC DIRECTOR

BRANISLAV HENSELMANNEXECUTIVE DIRECTOR (AS OF 09/24)

LYDIA BERGMANTRUSTEE

MADHUKAR V NAMBURITRUSTEE

MARISA M AVANSINOTRUSTEE

MARISSA MAYERTRUSTEE

LEAH A SOLIVANTRUSTEE

ROBERT G SHAWTRUSTEE & IMMEDIATE PAST CO-CHAIR

MICHAEL P N A HORMELTRUSTEE

MICHELLE GILMAN JASENTRUSTEE

MONICA L GROSSMANTRUSTEE

NANCY KUKACKATRUSTEE

RANDEE SEIGERTRUSTEE

RICHARD C BARKERTRUSTEE (THRU 05/25)

JUDY C SWANSONTRUSTEE

SAMUEL JEFFERYTRUSTEE

SHELBY M GANSTRUSTEE

SONIA H EVERSTRUSTEE & IMMEDIATE PAST CO-CHAIR

SUSAN P DIEKMANTRUSTEE

SUSAN S BRIGGSASSISTANT SECRETARY

TIMOTHY C WUTRUSTEE

YAEL SHRAGERTRUSTEE

YASUNOBU KYOGOKUTRUSTEE

YURIE PASCARELLATRUSTEE

DR THOMAS M JACKSONTRUSTEE

ALEX BECKMANTRUSTEE (THRU 03/25)

ALEXANDRA NEWMANTRUSTEE

ALISON MAUZECHAIR OF THE BOARD

BRENDA LEFFTRUSTEE

CARL F PASCARELLATRUSTEE

CATHERINE SLAVONIATRUSTEE

CHRISTINE RUSSELLTRUSTEE

CHRISTINE E SHERRYTRUSTEE

CHRISTINE LEONG CONNORSTRUSTEE

DAVID BOWMANTRUSTEE

DAVID C COXTRUSTEE

DAVID HOOKER SPENCERTRUSTEE

DIANE B WILSEYVICE CHAIR

DR RICHARD GIBBSTRUSTEE

LAREINA YEETRUSTEE

GARY S WILLIAMS JRTRUSTEE

JAMES H HERBERT IIVICE CHAIR

JANICE HANSEN ZAKINTRUSTEE

JAYSON JOHNSONTRUSTEE

JEFF MINICKTREASURER

JENNIFER J MCCALLSECRETARY

JENNIFER M WALSKETRUSTEE

JEREMY RISHELTRUSTEE

JOHN S OSTERWEISTRUSTEE

JOHN T PALMERTRUSTEE

JOLA ANDERSONTRUSTEE

ALAN HENRICKSTRUSTEE

KATIE COLENDICHTRUSTEE

KELSEY LAMONDTRUSTEE

About this charity

Recognized since: January 1961
Location: 455 FRANKLIN ST 3RD FLR, SAN FRANCISCO, CA 94102-4438
County: City and County of San Francisco
In care of: JUDY GUM
Primary officer: JUDY GUM, CFO

How to reach them

WebsiteVisit the charity’s website Phone(415) 861-5600

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GRANT THORNTON ADVISORS LLC
NTEE classification: Arts, Culture & Humanities (A630)
IRS tax category: Dance Companies