THE JOFFREY BALLET

EIN: 364009741 501(c)(3) Arts, Culture & Humanities

CHICAGO, IL

Total Revenue
$26,502,727
Total Expenses
$26,332,545
Total Assets
$47,792,611
Net Assets
$43,636,424
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
IL
Principal Officer
GREG CAMERON
Phone
3127390120
Tax Period
2022-07-01 to 2023-06-30

THE JOFFREY BALLET, founded in 1995, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $26.5M in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year.

Mission

THE JOFFREY BALLET IS A WORLD-CLASS, CHICAGO-BASED BALLET COMPANY AND DANCE EDUCATION ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $12,692,985
Program Service Revenue $14,015,869
Investment Income $9,478
Other Revenue $-215,605
TOTAL REVENUE $26,502,727

Expense Breakdown

Grants Paid $836,260
Salaries & Benefits $11,462,532
Fundraising Expenses $1,758,988
Program Expenses $22,407,302
Other Expenses $14,033,753
TOTAL EXPENSES $26,332,545

Year-over-Year Comparison

2022 2021 Change
Revenue $26,502,727 $28,659,999 -0.1%
Expenses $26,332,545 $21,254,158 +0.2%
Net Income $170,182 $7,405,841 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
64
Independent Members
61
Employees
188
Volunteers
61

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,474,363
Total Directors
64
$1,474,363
Key Employees
1
$246,338
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ASHLEY WHEATER THE MARY B. GALVIN ARTISTIC DIRECTOR 40.00
Officer Director
$467,030 $118,157 $585,187
GREG CAMERON PRESIDENT AND CEO 40.00
Officer Director
$446,717 $117,528 $564,245
SHARI MASSEY CFO & DEPUTY DIRECTOR 40.00
Officer Director
$243,310 $81,621 $324,931
ANNE KAPLAN CHAIR OF THE BOARD 5.00
Officer Director
$0 $0 $0
LORNA FERGUSON VICE CHAIR 5.00
Officer Director
$0 $0 $0
DANIEL L MORRISS VICE CHAIR 5.00
Officer Director
$0 $0 $0
COURTNEY SHEA TREASURER 5.00
Officer Director
$0 $0 $0
RONALD ALLEN SECRETARY 5.00
Officer Director
$0 $0 $0
PATTY PERKINS ANDRINGA BOARD MEMBER 1.00
Director
$0 $0 $0
ANNIE ATZEFF BOARD MEMBER 1.00
Director
$0 $0 $0
MARY JO BASLER BOARD MEMBER 1.00
Director
$0 $0 $0
LUANN BLOWERS BOARD MEMBER 1.00
Director
$0 $0 $0
MARC DEMOSS BOARD MEMBER 1.00
Director
$0 $0 $0
ROGER DEROMEDI BOARD MEMBER 1.00
Director
$0 $0 $0
PAMELLA ROLAND DEVOS BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM DEWITT BOARD MEMBER 1.00
Director
$0 $0 $0
PATTI S EYLAR BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLEY MACARTHUR FARLEY BOARD MEMBER 1.00
Director
$0 $0 $0
BRENDAN FERNANDES BOARD MEMBER 1.00
Director
$0 $0 $0
JAMIE-CLARE FLAHERTY BOARD MEMBER 1.00
Director
$0 $0 $0
CHIP FLANNAGAN BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY FOLLAS BOARD MEMBER 1.00
Director
$0 $0 $0
JULIANA FORD BOARD MEMBER 1.00
Director
$0 $0 $0
ELLIE FORMAN BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK M GALLAGHER JR BOARD MEMBER 1.00
Director
$0 $0 $0
JILL GARLING BOARD MEMBER 1.00
Director
$0 $0 $0
DANA HOKIN GARVEY BOARD MEMBER 1.00
Director
$0 $0 $0
MARK GIRAGOSIAN BOARD MEMBER 1.00
Director
$0 $0 $0
SABRINA GRACIAS BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA CHAPLIK HARRIS BOARD MEMBER 1.00
Director
$0 $0 $0
SANDI HARTSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
JERRILYN M HOFFMANN BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD S HOLSON III BOARD MEMBER 1.00
Director
$0 $0 $0
LASHANA JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
GREG JENKINS BOARD MEMBER 1.00
Director
$0 $0 $0
JIM KIRK BOARD MEMBER 1.00
Director
$0 $0 $0
FARISSA KNOX BOARD MEMBER 1.00
Director
$0 $0 $0
GUY LAKONISHOK BOARD MEMBER 1.00
Director
$0 $0 $0
DONNA M LAPIETRA BOARD MEMBER 1.00
Director
$0 $0 $0
LYNDA SUE LANE MD BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL LARSEN BOARD MEMBER 1.00
Director
$0 $0 $0
ZACHARY D LAZAR JR BOARD MEMBER 1.00
Director
$0 $0 $0
BARRY LITWIN BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD MCDONALD BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES MCDONOUGH BOARD MEMBER 1.00
Director
$0 $0 $0
COCO MEERS BOARD MEMBER 1.00
Director
$0 $0 $0
JESS MERTEN BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN G OLEARI BOARD MEMBER 1.00
Director
$0 $0 $0
DIANE PATIENCE BOARD MEMBER 1.00
Director
$0 $0 $0
DANA RICE BOARD MEMBER 1.00
Director
$0 $0 $0
JEFFREY C RUBENSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
ELVA RUBIO BOARD MEMBER 1.00
Director
$0 $0 $0
BRUCE SAGAN BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC C SCHIEBER MD BOARD MEMBER 1.00
Director
$0 $0 $0
LIZ SHARP BOARD MEMBER 1.00
Director
$0 $0 $0
ILDEFONSO ALVIM DE ABREU E SILVA BOARD MEMBER 1.00
Director
$0 $0 $0
CHUCK SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
MAUREEN DWYER SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
RITA SPITZ BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREN F STREICHER MD BOARD MEMBER 1.00
Director
$0 $0 $0
MARRGWEN TOWNSEND BOARD MEMBER 1.00
Director
$0 $0 $0
JASON J TYLER BOARD MEMBER 1.00
Director
$0 $0 $0
AMANDA WILLIAMSON BOARD MEMBER 1.00
Director
$0 $0 $0
JOEL V WILLIAMSON BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN G SMITH CHIEF ADVANCEMENT OFFICER 40.00
Key Emp
$232,474 $13,864 $246,338
BRADLEY RENNER DIRECTOR OF DEVELOPMENT 40.00
Highest
$149,933 $16,991 $166,924
PAUL KEY DIRECTOR OF TECHNOLOGY 40.00
Highest
$126,702 $4,810 $131,512
RAYMOND RODRIGUEZ ABBOTT ACADEMY DIRECTOR 40.00
Highest
$123,050 $14,887 $137,937
SARAH VENUTI YATES DIRECTOR OF HUMAN RESOURCES 40.00
Highest
$122,229 $4,610 $126,839
LINDA SWAYZE DIRECTOR OF COMMUNITY ENGAGEMENT 40.00
Highest
$109,642 $10,986 $120,628
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $26,502,727 $26,332,545 $47,792,611 $170,182
2022 $28,659,999 $21,254,158 $46,494,306 $7,405,841
2021 $12,576,025 $10,647,502 $41,269,610 $1,928,523
2020 $25,249,561 $19,430,694 $37,690,398 $5,818,867
2019 $21,927,570 $23,365,265 $31,262,231 $-1,437,695
2018 $26,094,516 $21,200,352 $32,336,013 $4,894,164
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