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Anaheim Ballet

 280 E Lincoln Ave
 Anaheim, CA 92805
[P] (714) 520-0904
[F] (714) 520-0914
www.anaheimballet.org
[email protected]
Ashley Duree
FOUNDED: --
INCORPORATED: 1981
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Coast Ballet Theatre (1997)
Capistrano Ballet (1988)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3645705 00000

Summary


Mission StatementMORE »

Anaheim Ballet's mission is to enlighten and entertain audiences with classically rooted programming and contemporary presentation. Anaheim Ballet provides quality performances to audiences of balletomanes as well as novice ballet-goers and acts as a haven to talented Southern California artists and as a magnet to international talents.  Anaheim Ballet's Educational Outreach and Scholarship STEP-UP! program is committed to the promotion of classical ballet and providing its numerous benefits to those otherwise not able to receive them. Anaheim Ballet has three distinct arms to implement and fulfill its mission: A professional performing company, a training school for career-track and recreational training, and an educational outreach program for the underprivileged. 
 
Activities of the performing company: Performances with the Philharmonic Society of OC and the Orange County Youth Symphony Orchestra at the Segerstrom Center for the Arts; Seasonal concerts including Mixed Repertory, the Nutcracker, Midsummer Night’s Dream, etc.; Fall School Bus-In concerts for the Anaheim City School District; Segerstrom Center for the Arts' Arts Teach assemblies for public schools.
 
Activities of the training school: Daily career-track training (alumni are currently dancing at the Oregon Ballet Theater, Pittsburgh Ballet Theater, Houston Ballet, Austin Ballet, Orlando Ballet, Anaheim Ballet and Disneyland); Daily recreational training; Master classes with teachers from American Ballet Theater, New York City Ballet, Houston Ballet, Bolshoi Ballet, Alvin Ailey Dance Theater and more; Student performances at festivals and special events; Four week summer intensive training program with end of session performance; annual Spring Concert open to the public
 
Activities of the community outreach program STEP-UP!: Daily free classes; Participation in the annual Spring Concert and Summer Intensive Program; Participation in Anaheim Ballet productions via audition process; Participation in Master Classes

Mission Statement

Anaheim Ballet's mission is to enlighten and entertain audiences with classically rooted programming and contemporary presentation. Anaheim Ballet provides quality performances to audiences of balletomanes as well as novice ballet-goers and acts as a haven to talented Southern California artists and as a magnet to international talents.  Anaheim Ballet's Educational Outreach and Scholarship STEP-UP! program is committed to the promotion of classical ballet and providing its numerous benefits to those otherwise not able to receive them. Anaheim Ballet has three distinct arms to implement and fulfill its mission: A professional performing company, a training school for career-track and recreational training, and an educational outreach program for the underprivileged. 
 
Activities of the performing company: Performances with the Philharmonic Society of OC and the Orange County Youth Symphony Orchestra at the Segerstrom Center for the Arts; Seasonal concerts including Mixed Repertory, the Nutcracker, Midsummer Night’s Dream, etc.; Fall School Bus-In concerts for the Anaheim City School District; Segerstrom Center for the Arts' Arts Teach assemblies for public schools.
 
Activities of the training school: Daily career-track training (alumni are currently dancing at the Oregon Ballet Theater, Pittsburgh Ballet Theater, Houston Ballet, Austin Ballet, Orlando Ballet, Anaheim Ballet and Disneyland); Daily recreational training; Master classes with teachers from American Ballet Theater, New York City Ballet, Houston Ballet, Bolshoi Ballet, Alvin Ailey Dance Theater and more; Student performances at festivals and special events; Four week summer intensive training program with end of session performance; annual Spring Concert open to the public
 
Activities of the community outreach program STEP-UP!: Daily free classes; Participation in the annual Spring Concert and Summer Intensive Program; Participation in Anaheim Ballet productions via audition process; Participation in Master Classes

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $492,750.00
Projected Revenue $492,750.00

ProgramsMORE »

  • STEP-UP! Outreach Program
  • Anaheim Ballet Audience Engagement

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Anaheim Ballet's mission is to enlighten and entertain audiences with classically rooted programming and contemporary presentation. Anaheim Ballet provides quality performances to audiences of balletomanes as well as novice ballet-goers and acts as a haven to talented Southern California artists and as a magnet to international talents.  Anaheim Ballet's Educational Outreach and Scholarship STEP-UP! program is committed to the promotion of classical ballet and providing its numerous benefits to those otherwise not able to receive them. Anaheim Ballet has three distinct arms to implement and fulfill its mission: A professional performing company, a training school for career-track and recreational training, and an educational outreach program for the underprivileged. 
 
Activities of the performing company: Performances with the Philharmonic Society of OC and the Orange County Youth Symphony Orchestra at the Segerstrom Center for the Arts; Seasonal concerts including Mixed Repertory, the Nutcracker, Midsummer Night’s Dream, etc.; Fall School Bus-In concerts for the Anaheim City School District; Segerstrom Center for the Arts' Arts Teach assemblies for public schools.
 
Activities of the training school: Daily career-track training (alumni are currently dancing at the Oregon Ballet Theater, Pittsburgh Ballet Theater, Houston Ballet, Austin Ballet, Orlando Ballet, Anaheim Ballet and Disneyland); Daily recreational training; Master classes with teachers from American Ballet Theater, New York City Ballet, Houston Ballet, Bolshoi Ballet, Alvin Ailey Dance Theater and more; Student performances at festivals and special events; Four week summer intensive training program with end of session performance; annual Spring Concert open to the public
 
Activities of the community outreach program STEP-UP!: Daily free classes; Participation in the annual Spring Concert and Summer Intensive Program; Participation in Anaheim Ballet productions via audition process; Participation in Master Classes

Background Statement

Anaheim Ballet was proclaimed the resident ballet company of Anaheim, California in City Council chambers in August 1997. Anaheim Ballet [formerly Coast Ballet Theatre] has been a leading presence in the Southern California arts community for over 30 years. AB annually presents concerts for the community at large in OC, LA, and on tour in Arizona and Nevada. AB collaborates with The Segerstrom Center for the Arts, the Orange County Philharmonic Society, the Segerstrom Center's Arts Teach program, Arts OC's Imagination Celebration, Orange County Pacific Symphony, and Anaheim Public Schools. AB's associated training school offers career track programs, student concerts, community concerts, summer intensive training programs, master classes, and dance related education courses.

Impact Statement

The Anaheim Ballet has three components: an outreach program, a dance school and a performing company. All three arms of the organization have had major accomplishments this past year.
 
The outreach program helped many disadvantaged youth acquire classical ballet skill sets this year, but one success story stands out. Several years ago, outreach student Anabelle Gunderson competed in Youth America Grand Prix, the world's largest youth international ballet competition. From this local competition, she was selected to participate in the New York City finals, and then was invited as guest artist to perform in the Miami International Ballet Festival. Happily, this year Ms. Gunderson was invited to join Oregon Ballet Theater.
 
The Anaheim Ballet School continues to train both career-track and recreational dancers with the finest instruction available. This year, the organization's major goals include increased donor revenues for dancer contracts. Professional dancers are often home-grown, but then aggressively sought after by other professional ballet companies with larger salaries/contracts. Anaheim Ballet employed local stellar talent with two performances at the Segerstrom Center for the Arts' Samueli Theater. One of Anaheim Ballet's goals this year is revenue enhancement to keep these dancers working here in Orange County with the Anaheim Ballet.

Needs Statement

The most pressing needs are capacity building and financial support.
1. Anaheim Ballet needs to hire a development director to help with board development and fundraising. $50,000 is the starting point for this position.
2. Fundraising efforts are needed to help secure contracts for Anaheim Ballet dancers. We are looking to increase revenue by $150,000 for modest year round contracts.
3. While we currently hire a stage manager with each production (including concerts, lecture/demonstrations, school bus-in's, etc), the organization needs to contract a qualified person who would also assume the title of company manger for the year round.
4. STEP-UP! provides daily training and performance opportunity for disadvantaged youth all year long. An increase in the outreach budget by $10,000 would afford field trips and summer intensive scholarships for participants.
5. Anaheim Ballet would like to reinstate the Anaheim International Dance Festival this year, keeping Orange County in the cultural international landscape. Additional support of $70,000 is needed to insure the free workshops, free outreach tickets, star-studded Gala performance, Stars of Tomorrow performance and Muzeo exhibit.
 

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Donations can also be made by mailing a check to our address, or calling our offices. We also accept in-kind donations and have volunteer opportunities.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
Southern California

Organization Categories

  1. Arts,Culture & Humanities - Ballet
  2. Arts,Culture & Humanities - Performing Arts
  3. Arts,Culture & Humanities - Arts Education

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Programs


STEP-UP! Outreach Program

STEP-UP! is Anaheim Ballet’s community educational outreach program.  Activities at no cost to the disadvantaged include: daily technique classes, career track scholarship classes, master classes, field trips, school bus-in performances, summer intensive training scholarships, performance opportunities and career counseling. Students acquire classical ballet dance skills, and values associated with that training: self-discipline, physical strength and flexibility, problem solving and persistence.
Budget  $93,500.00
Category  Arts, Culture & Humanities, General/Other Dance Instruction
Population Served At-Risk Populations Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  By the end of the academic year, all particpants will have learned to perform classical ballet with some degree of proficiency. All will be invited to perform in the Anaheim Ballet Spring Recital at Servite High School. This means every student will have gained sufficient poise and courage to perform in public. This accomplishment naturally boosts self esteem and confidence. Students involved in "personal betterment" rarely involve themselves with drugs or gang related activities.
Program Long-Term Success  Participants in the STEP-UP! program will learn a classical ballet skill set. Values that accompany this physical training include enhanced physical well-being, improved problem solving skills, self-confidence and improved posture. Comments from past students would indicate that dance training has a positive effect on mental attitude as well. That training teaches persistence, patience and self-motivation.
Program Success Monitored By  The first objective success indicator for an outreach program such as STEP-UP! are positive attendance sheets. The program has very few absences, and each class has a waiting list. Student progress is discussed by faculty, directors and staff. Occasionally, parents are given surveys which provide feedback regarding the results of the child's participation in the program. Faculty and directors of the program monitor each students progress as they review final performances in the Spring Concert as well as regular daily classwork.
Examples of Program Success  The program has had remarkable success. Families are dedicated to bringing their children to particpate on a regular basis. We often hear testimonies of the positive school, social and family changes that have taken place since their child started investing in dance training. Students that are working to better themselves with a skill rarely get involved with drugs or gang related activities. Several of the more gifted students are currently working in entertainment for Disneyland. Past outreach students are currently dancing at Oregon Ballet Theater, Pittsburgh Ballet Theater, Orlando Ballet, Austin Ballet and Disneyland.

Anaheim Ballet Audience Engagement

Anaheim Ballet endeavors to reach non-dance audiences. To that end, AB has created Street View Dance. Street View Dance consists of short performances in unlikely settings: Downtown Disney, the Packing District, on the sidewalks of Downtown Anaheim. Anaheim Ballet also produces bus-in performances for students of the Anaheim City School District. Most of these students have never attended live dance concerts (85% are free lunch dependents) or visited a performing arts venue.
Budget  $40,000.00
Category  Arts, Culture & Humanities, General/Other Dance Performances
Population Served At-Risk Populations Children and Youth (0 - 19 years) Families
Program Short-Term Success 
At the end of any of Anaheim Ballet's audience engagement performances, it is hoped that audiences will be interested in seeing other dance performances. We inform spectators that they can go on Youtube and at no cost view over 150 short video dance clips produced by Anaheim Ballet. Anaheim Ballet's channel has acquired over 60 million views.
Program Long-Term Success 

Anaheim Ballet's audience engagement creates new dance audiences, motivates current dance students of all ages and levels, and attracts new participants to the art form. Our objective is to ensure that everyone who comes into contact with Anaheim Ballet, including professional dancers, students of all levels and ages and audience members, take away inspiration and positivity..."more than dance...".

Program Success Monitored By  Tracking success has been difficult. While we have on site short surveys, these are not real indicators of success or failure. Success means years of performing arts participation or viewing, and we haven't created a long term tracking method as of yet.
Examples of Program Success  Our strongest indicators of success are word of mouth. Teachers from the Anaheim City School District have told us of the excitement generated by an Anaheim Ballet performance. And attendance and requests for additional attendance at bus-in performances has steadily increased. Thank-you letters from elementary school students for past performances have indicated new found enthusiasm for the arts.

Management


CEO/Executive Director Mr. Lawrence Rosenberg
CEO Term Start --
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Sarma Lapenieks Rosenberg Artistic Director --

Awards

Award Awarding Organization Year
Outstanding Arts Organization Arts Orange County 2008
Big Heart Award Recipient Samueli Foundation 2006

Affiliations

Affiliation Year
Arts OC 2018

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 3
Number of Volunteers 15
Number of Contract Staff 12
Staff Retention Rate % 100%
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? --
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Rosalinda Monroy
Board Chair Company Affiliation Chapman University
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Vivian Gottheiner Chartis Voting
Sarma Lapenieks Rosenberg Anaheim Ballet Voting
Jacque Lollie Walker Tomarck Financial Voting
Doug McKay United Way OC Voting
Dale Merrill CalState Fullerton Voting
Rosalinda Monroy Chapman University Voting
Lawrence Rosenberg Anaheim Ballet Voting
Rayell Segerstrom Community Volunteer Voting
Steve Wells DynTek Services, Inc. Voting
Cathy Wills RE/MAX Unlimited Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 4
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year June 01, 2018 to May 31, 2019
Projected Revenue $492,750.00
Projected Expenses $492,750.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $438,445 $445,608 $533,110
Total Expenses $447,644 $487,656 $498,628

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$118,046 $133,599 $218,103
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 $0
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $320,398 $310,680 $310,436
Investment Income, Net of Losses $1 $1 $2
Membership Dues -- $0 $0
Special Events -- $0 $0
Revenue In-Kind -- $0 $0
Other -- $1,328 $4,569

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $313,348 $341,361 $398,341
Administration Expense $134,296 $146,295 $91,735
Fundraising Expense -- $0 $8,552
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 0.98 0.91 1.07
Program Expense/Total Expenses 70% 70% 80%
Fundraising Expense/Contributed Revenue 0% 0% 4%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $15,303 $24,174 $63,433
Current Assets $15,185 $24,056 $63,433
Long-Term Liabilities $4,958 $4,630 $0
Current Liabilities -- $0 $1,841
Total Net Assets $10,345 $19,544 $61,592

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities inf inf 34.46

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 32% 19% 0%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.