San Francisco Ballet Endowment Foundation
- Assets
- $139.9m
- Revenue
- $24.0m
- Investments
- $74.5m
- Employees
- 3
- Location
- San Francisco, CA
- Founding
- 07/1981
- Data as of
- 06/2021
- EIN
- 94-2747262
Organization Overview
San Francisco Ballet Endowment Foundation is located in San Francisco, CA. The organization was established in 1981. According to its NTEE Classification (A02) the organization is classified as: Management & Technical Assistance, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, San Francisco Ballet Endowment Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Francisco Ballet Endowment Foundation 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 06/2021, San Francisco Ballet Endowment Foundation generated $24.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 51.7% each year . All expenses for the organization totaled $6.4m during the year ending 06/2021. While expenses have increased by 1.6% 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
HOLDING AND MANAGING FUNDS FOR THE BENEFIT OF THE SAN FRANCISCO BALLET ASSOCIATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Kukacka President | OfficerTrustee | 5 | $0 |
John S Osterweis President Emeritus | Trustee | 2 | $0 |
Thomas E Horn Treasurer | OfficerTrustee | 5 | $0 |
Hilary C Pierce Director | Trustee | 2 | $0 |
Larissa K Roesch Director | Trustee | 2 | $0 |
Richard C Barker Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $746,461 |
| Investment income | $18,676,709 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $4,543,462 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,966,743 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $210,376 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $175,729 |
| Pension plan accruals and contributions | $6,693 |
| Other employee benefits | $741 |
| Payroll taxes | $23,072 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,039 |
| Fees for services: Accounting | $42,618 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $885,630 |
| Fees for services: Other | $94,731 |
| Advertising and promotion | $6,694 |
| Office expenses | $10,714 |
| Information technology | $7,100 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,000 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $7,720 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,437,041 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,824,316 |
| Pledges and grants receivable | $22,045 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $44,144,076 |
| Investments—other securities | $74,482,659 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,412,952 |
| Total assets | $139,886,048 |
| Accounts payable and accrued expenses | $33,690 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,126,340 |
| Total liabilities | $2,160,030 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $137,726,018 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
San Francisco Ballet Endowment Foundation San Francisco, CA | $139,886,048 | $23,966,743 |
Theatre Bay Area San Francisco, CA | $652,898 | $1,059,460 |
Creative Build Inc Torrance, CA | $0 | $669,772 |
Clare Rose Foundation Center For Creative Youth Development San Diego, CA | $205,944 | $463,015 |
Persian Watson Management Inc Farmersville, CA | $56,727 | $156,162 |
Seenfire Foundation San Marino, CA | $178,588 | $454,259 |
Circuit Network San Francisco, CA | $157,123 | $252,096 |
Sasquatch Hr Inc Portland, OR | $0 | $85,997 |
Microcare Community Development Solutions Tucson, AZ | $66,749 | $0 |
Lipoa Creative Kihei, HI | $49,889 | -$28,525 |
Creative Copperopolis Copperopolis, CA | $659 | $0 |
Recordially Yours Projects Portland, OR | $68,049 | $0 |
Erika Denice Jackson Fdn Norwalk, CA | $0 | $5,960 |
Hawaii Allstar Group Inc Mililani, HI | $501 | $1,400 |
Activist Foundation Inc West Hollywood, CA | $31,341 | $0 |
Arts Creating Unity Institute Inc Gardena, CA | $0 | $12,000 |