The Chattanooga Ballet

Tax-deductible

Chattanooga, TN501(c)(3)Since 1975EIN 23-7247009

To serve through the power of dance.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 618 volunteers and 15 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $40K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$264K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $124K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$48K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+10% vs prior year
Spent
$1.2M
To programs
79%
Net assets
$624K
By yearFY2021–FY2025
Revenue
$1.3M
FY2025▲ +10%
Revenue by fiscal year
FY2021$485K
FY2022$813K
FY2023$1.0M
FY2024$1.0M
FY2025$1.2M
FY2025$1.3M
Expenses
$1.2M
FY2025▲ +5%
Expenses by fiscal year
FY2021$452K
FY2022$690K
FY2023$949K
FY2024$1.0M
FY2025$1.2M
FY2025$1.2M
Net assets
$624K
FY2025▲ +4%
Net assets by fiscal year
FY2021$430K
FY2022$553K
FY2023$618K
FY2024$633K
FY2025$599K
FY2025$624K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $982K Management & general 13% · $161K Fundraising 8% · $103K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

22 people listed on the 990; $264K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO/Artistic Director
$100,000Pt VII · Sec A
Director of Development
$68,000Pt VII · Sec A
Production & Wardrobe Mana
$38,000Pt VII · Sec A
Education Program Manager
$34,000Pt VII · Sec A
Making Moves Coordinator
$24,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2025FY2024
Brian McSween$100,000$100,286$92,694
Aly Haugland$68,000$68,287$60,957
Nena Widtfeldt——$50,982
Haley Warner$38,000$35,160$34,362
Elena Bozzone$34,000——
Ryland Acree—$25,963—
Monica Ellison$24,000$21,745$2,215
Sam Sole—$21,200$13,536

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Chattanooga Ballet executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers quality dance performances and education for all ages.

Provided by the organization

This section is blank until The Chattanooga Ballet claims this page.

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2 program services account for $982K of program spending, described in the organization's own filed words · FY2025.
01

Instruction in ballet and related arts; approximately 480 ballet students were served.

$575Kprogram expense
02

Public ballet performances.

$407Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$829K
Gifts and grantsLn 1h$389K
Other incomeLn 4–11$36K
Money outPt IX
$1.2M
Ln 25
Programscol B$982K
Managementcol C$161K
Fundraisingcol D$103K
Owns and owesPt X
$624K
net assets · Ln 32
Cash and savingsLn 1–2$270K
Total assetsLn 16$672K
LiabilitiesLn 26$48K
PeoplePt VI, VII
22
listed · VII A
PaidVII A5
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$389K
Government grantsLn 1e$55K
Fundraising eventsLn 1c$96K
Fees for servicesLn 2g$829K
Investment incomeLn 3$16K
Other incomeLn 4–11$36K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$41K
SavingsLn 2$229K
Cash and savings togetherLn 1–2$270K
Land, buildings, equipmentLn 10c$335K
Other assetsLn 15$12K
Total assetsLn 16$672K
LiabilitiesLn 26$48K
Net assetsLn 32$624K
OperationsPt I, VI
EmployeesI 515
VolunteersI 6618
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$213K$270K
Land, buildings, equipmentLn 10c$358K$335K
Total assetsLn 16$704K$672K
LiabilitiesLn 26$105K$48K
Net assetsLn 32$599K$624K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$264K$236K$23K$5K
Other salaries and wagesLn 7$379K$292K$54K$33K
Pension plan contributionsLn 8$14K$12K$2K
Payroll taxesLn 10$37K$32K$6K
Accounting feesLn 11c$19K$19K
Advertising and promotionLn 12$15K$12K$3K
Office expensesLn 13$7K$3K$2K$1K
Information technologyLn 14$2K$2K$750
OccupancyLn 16$108K$83K$25K
TravelLn 17$29K$20K$9K
Depreciation, depletion and amortizationLn 22$24K$18K$6K
InsuranceLn 23$11K$8K$3K
Other expenses (24a–d)Ln 24$337K$264K$9K$64K
Total functional expensesLn 25$1.2M$982K$161K$103K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $1.2M$1.2M−$33K$599K 990 PDF
FY2024 $1.0M$1.0M$15K$633K 990 PDF
FY2023 $1.0M$949K$65K$618K 990 PDF
FY2022 $813K$690K$123K$553K 990 PDF
FY2021 $485K$452K$33K$430K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,270,212 across 8 lines filed
Lines not itemized here account for $15,815 of total revenue; see the IRS return.
VIII-1c Fundraising events$96,158
VIII-1e Government grants$54,639
VIII-1f All other contributions, gifts and grants$238,266
VIII-1h Total contributions, gifts and grants$389,063
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $829,445$829,445
VIII-3 Investment incomeExcluded from tax $16,049$16,049
VIII-8 Net income from fundraising eventsExcluded from tax $19,840$19,840
VIII-12 Total revenueRelated to mission $829,445 · Unrelated business $0 · Excluded from tax $51,704$1,270,212
Part IX · Statement of functional expenses $1,245,978 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $236,369 · Management $23,047 · Fundraising $4,584$264,000
IX-7 Other salaries and wagesPrograms $292,097 · Management $54,338 · Fundraising $32,585$379,020
IX-8 Pension plan contributionsPrograms $11,870 · Management $2,095$13,965
IX-10 Payroll taxesPrograms $31,706 · Management $5,595$37,301
IX-11c Accounting feesManagement $18,706$18,706
IX-12 Advertising and promotionPrograms $11,994 · Management $3,426$15,420
IX-13 Office expensesPrograms $3,415 · Management $2,049 · Fundraising $1,365$6,829
IX-14 Information technologyPrograms $1,750 · Management $750$2,500
IX-16 OccupancyPrograms $82,916 · Management $24,936$107,852
IX-17 TravelPrograms $20,172 · Management $8,645$28,817
IX-22 Depreciation, depletion and amortizationPrograms $17,720 · Management $5,906$23,626
IX-23 InsurancePrograms $8,200 · Management $2,733$10,933
IX-24 Other expenses (24a–d)Programs $263,867 · Management $8,748 · Fundraising $64,394$337,009
IX-25 Total functional expensesPrograms $982,076 · Management $160,974 · Fundraising $102,928$1,245,978
Part X · Balance sheet $671,850 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $82,657$41,045
X-2 Savings and temporary cash investmentsStart of year $130,225$229,067
X-4 Accounts receivableStart of year $15,552$22,800
X-8 Inventories for sale or useStart of year $14,072$9,268
X-9 Prepaid expenses and deferred chargesStart of year $20,048$22,576
X-10c Land, buildings and equipment, netStart of year $358,304$334,678
X-15 Other assetsStart of year $83,336$12,416
X-16 Total assetsStart of year $704,194$671,850
X-17 Accounts payable and accrued expensesStart of year $9,679$10,038
X-25 Other liabilitiesStart of year $95,166$38,229
X-26 Total liabilitiesStart of year $104,845$48,267
X-27 Net assets without donor restrictionsStart of year $575,349$592,583
X-28 Net assets with donor restrictionsStart of year $24,000$31,000
X-32 Total net assets or fund balancesStart of year $599,349$623,583
X-33 Total liabilities and net assetsStart of year $704,194$671,850
Part XI · Reconciliation of net assets $623,583 net assets at year end
XI-1 Total revenue$1,270,212
XI-2 Total expenses$1,245,978
XI-3 Revenue less expenses$24,234
XI-4 Net assets at start of year$599,349
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$623,583

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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