Ballet Metropolitan INC FY2020 filing

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Balletmet will celebrate dance by engaging the community through quality performances, instruction, education programs, and creation of new work.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$279K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
6 of 6
filings with a surplus
Average surplus $1.0M a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$279K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $1.1M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$637K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
44
of 46 voting members
Looks good: 44 of 46 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.5M
Spent
$6.5M
To programs
88%
Net assets
$8.9M
By yearFY2020–FY2025
Revenue
$6.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$5.3M
FY2022$7.7M
FY2023$9.6M
FY2024$9.9M
FY2025$10.1M
Expenses
$6.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$4.3M
FY2022$6.6M
FY2023$8.2M
FY2024$8.6M
FY2025$8.7M
Net assets
$8.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.9M
FY2021$10.1M
FY2022$11.2M
FY2023$12.8M
FY2024$14.0M
FY2025$15.4M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1975.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $5.7M Management & general 9% · $577K Fundraising 3% · $219K

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

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Who runs it and what they're paid

47 people listed on the 990; $279K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Artistic Director
$162,898Pt VII · Sec A
Executive Director
$116,189Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Immediate Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A

Sue Porter’s $156K as Executive Director is at the 8th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Edwaard Liang—$193,950$202,931$164,855$153,150$162,898
Sue Porter$156,017$141,442$152,030$116,579$107,090$116,189
Donna Zianni$103,500—————
Remi Wortmeyer$79,198—————

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 Ballet Metropolitan INC executive salaries →

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 15aYes

Programs and updates

Creates and performs dance, teaches it, and engages communities through outreach.

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3 programs · $5.6M · in their own filed words · FY2019
01

Professional Company Performances

Balletmet is columbus' second largest performing arts organization and among the nation's top 25 ballet companies. A resident company of 26 professional dancers performs an annual season of 60-90 performances, with a repertoire ranging from classical ballets to contemporary masterworks.

$4.2Mprogram expense
02

Dance Academy Classes

The balletmet dance academy offers a full curriculum for the serious and the recreational student, with a variety of classes for ages three to senior adult. Classes include ballet, pointe, modern, tap, jazz, flamenco, yoga and pilates.

$1.1Mprogram expense
03

Education and Community Programs and Outreach

A.DANCE instruction - arts, culture & humanities - dance-in-schools programs connect students, professional and teaching artists, and classroom educators through residencies, lecture demonstrations, professional development, and performance-related activities.

$302Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 3 funders$1.1M
See all 3 funders →
Grants paid · 4 grants · $1.5M · 2021–2024
Unitemized GrantFY2024$511,633
Unitemized GrantFY2023$439,943
Unitemized GrantFY2022$441,843
Unitemized GrantFY2021$144,835

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2022 · $1.2M federal money spent
Shuttered Venue Operators Grant ProgramSmall Business Administration · ALN 59.075 · Direct$1.2M
Promotion of the Arts_grants to Organizations and IndividualsNational Endowments for the Arts and Humanities · ALN 45.024 · Direct$10K

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.5M
Ln 12
Fees for servicesLn 2g$3.8M
Gifts and grantsLn 1h$2.6M
Investment incomeLn 3$49K
Money outPt IX
$6.5M
Ln 25
Programscol B$5.7M
Managementcol C$577K
Fundraisingcol D$219K
Owns and owesPt X
$8.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$9.6M
LiabilitiesLn 26$637K
PeoplePt VI, VII
47
listed · VII A
PaidVII A2
Voting boardVI 1a46
IndependentVI 1b44
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$522K
Noncash giftsLn 1g$206K
Fundraising eventsLn 1c$202K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$49K
Other incomeLn 4–11$21K
Gains on assetsLn 7−$7K
Total revenueLn 12$6.5M
Assets in detailPt X, end of year
CashLn 1$205K
SavingsLn 2$3.2M
Cash and savings togetherLn 1–2$3.4M
Pledges and grants receivableLn 3$848K
Accounts receivableLn 4$64K
Prepaid expenses and deferred chargesLn 9$44K
Land, buildings, equipmentLn 10c$4.6M
Other assetsLn 15$700K
Total assetsLn 16$9.6M
LiabilitiesLn 26$637K
Net assetsLn 32$8.9M
OperationsPt I, VI
EmployeesI 5200
VolunteersI 6200
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$178K
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$2.8M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$206K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$535K$535K$435K$235K$235K
Given inLn 1b$100K$200K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.6M$3.4M
Land, buildings, equipmentLn 10c$4.8M$4.6M
Total assetsLn 16$10.5M$9.6M
LiabilitiesLn 26$1.6M$637K
Net assetsLn 32$8.9M$8.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$281K$158K$124K
Other salaries and wagesLn 7$3.0M$2.6M$246K$184K
Other employee benefitsLn 9$311K$281K$21K$9K
Payroll taxesLn 10$270K$226K$30K$14K
Accounting feesLn 11c$18K$16K$2K
Other fees for servicesLn 11g$18K$17K$2K
Advertising and promotionLn 12$185K$183K$2K
OccupancyLn 16$145K$132K$13K
TravelLn 17$81K$79K$1K
InterestLn 20$12K$11K$1K
Depreciation, depletion and amortizationLn 22$380K$362K$18K
Other expenses (24a–d)Ln 24$1.5M$1.4M$106K$6K
All other expensesLn 24e$268K$250K$14K$4K
Total functional expensesLn 25$6.5M$5.7M$577K$219K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 30, 2026 $10.1M$8.7M$1.3M$15.4M 990 PDF
FY2024Filed with the IRS Jan 24, 2025 $9.9M$8.6M$1.3M$14.0M 990 PDF
FY2023Filed with the IRS Feb 20, 2024 $9.6M$8.2M$1.4M$12.8M 990 PDF
FY2022Filed with the IRS Apr 7, 2023 $7.7M$6.6M$1.2M$11.2M 990 PDF
FY2021Filed with the IRS May 16, 2022 $5.3M$4.3M$1.0M$10.1M 990 PDF
FY2020 ViewingFiled with the IRS May 14, 2021 $6.5M$6.5M$39K$8.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $6,519,161 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,836,878$2,630,844
I-9 Program service revenuePrior year $4,360,744$3,817,889
I-10 Investment incomePrior year $43,690$49,390
I-11 Other revenuePrior year $86,615$21,038
I-12 Total revenuePrior year $7,327,927$6,519,161
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,204,609$3,911,309
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,710,703$2,568,472
I-18 Total expensesPrior year $6,915,312$6,479,781
I-19 Revenue less expensesPrior year $412,615$39,380
Part VI · Governance 44 of 46 board members independent, 2 to look at
VI-1a Voting members of the governing body46
VI-1b Independent voting members44
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,519,161 across 11 lines filed
Lines not itemized here account for $48,586 of total revenue; see the IRS return.
VIII-1c Fundraising events$201,573
VIII-1e Government grants$522,468
VIII-1f All other contributions, gifts and grants$1,906,803
VIII-1g Noncash contributions (included above)$206,221
VIII-1h Total contributions, gifts and grants$2,630,844
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,817,889$3,817,889
VIII-3 Investment incomeExcluded from tax $56,353$56,353
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$6,963−$6,963
VIII-8 Net income from fundraising eventsExcluded from tax −$53,877−$53,877
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $26,329$26,329
VIII-12 Total revenueRelated to mission $3,892,804 · Unrelated business $0 · Excluded from tax −$4,487$6,519,161
Part IX · Statement of functional expenses $6,479,781 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $157,615 · Management $123,813$281,428
IX-7 Other salaries and wagesPrograms $2,618,131 · Management $246,073 · Fundraising $184,208$3,048,412
IX-9 Other employee benefitsPrograms $281,293 · Management $20,589 · Fundraising $9,287$311,169
IX-10 Payroll taxesPrograms $226,434 · Management $29,751 · Fundraising $14,115$270,300
IX-11c Accounting feesPrograms $16,090 · Management $1,788$17,878
IX-11g Other fees for servicesPrograms $16,542 · Management $1,859$18,401
IX-12 Advertising and promotionPrograms $182,997 · Fundraising $1,551$184,548
IX-16 OccupancyPrograms $132,202 · Management $12,568$144,770
IX-17 TravelPrograms $79,435 · Management $1,131$80,566
IX-20 InterestPrograms $10,608 · Management $1,179$11,787
IX-22 Depreciation, depletion and amortizationPrograms $361,633 · Management $17,925$379,558
IX-24 Other expenses (24a–d)Programs $1,350,477 · Management $105,950 · Fundraising $6,306$1,462,733
IX-24e All other expensesPrograms $250,289 · Management $14,043 · Fundraising $3,899$268,231
IX-25 Total functional expensesPrograms $5,683,746 · Management $576,669 · Fundraising $219,366$6,479,781
Part X · Balance sheet $9,575,178 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $232,088$204,722
X-2 Savings and temporary cash investmentsStart of year $3,350,525$3,160,284
X-3 Pledges and grants receivableStart of year $1,181,238$847,816
X-4 Accounts receivableStart of year $60,477$63,799
X-9 Prepaid expenses and deferred chargesStart of year $156,132$44,200
X-10c Land, buildings and equipment, netStart of year $4,805,637$4,554,690
X-15 Other assetsStart of year $669,656$699,667
X-16 Total assetsStart of year $10,455,753$9,575,178
X-17 Accounts payable and accrued expensesStart of year $233,246$180,281
X-19 Deferred revenueStart of year $801,135$278,958
X-20 Tax-exempt bond liabilitiesStart of year $553,000$178,175
X-26 Total liabilitiesStart of year $1,587,381$637,414
X-27 Net assets without donor restrictionsStart of year $6,028,196$6,483,143
X-28 Net assets with donor restrictionsStart of year $2,840,176$2,454,621
X-32 Total net assets or fund balancesStart of year $8,868,372$8,937,764
X-33 Total liabilities and net assetsStart of year $10,455,753$9,575,178
Part XI · Reconciliation of net assets $8,937,764 net assets at year end
XI-1 Total revenue$6,519,161
XI-2 Total expenses$6,479,781
XI-3 Revenue less expenses$39,380
XI-4 Net assets at start of year$8,868,372
XI-5 Net unrealized gains (losses) on investments$30,012
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,937,764

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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