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BALLET THEATRE OF LEXINGTON, INC.

Company Details

Name: BALLET THEATRE OF LEXINGTON, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 26 Jun 1998 (27 years ago)
Organization Date: 26 Jun 1998 (27 years ago)
Last Annual Report: 05 Feb 2025 (a month ago)
Organization Number: 0458532
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40502
City: Lexington
Primary County: Fayette County
Principal Office: 740 NATIONAL AVENUE SUITE # 170, LEXINGTON, KY 40502
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BALLET THEATRE OF LEXINGTON, INC. CBS BENEFIT PLAN 2023 611329176 2024-04-29 BALLET THEATRE OF LEXINGTON, INC. 2
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Three-digit plan number (PN) 501
Effective date of plan 2023-07-31
Business code 713900
Sponsor’s telephone number 8592525245
Plan sponsor’s address 740 NATIONAL AVENUE, SUITE # 170, LEXINGTON, KY, 40502

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
MARLIE MCROBERTS Director
SUSAN HERREN Director
NORBE RISCO Director
BRIGID DEVRIES Director
PAUL HOLBROOK Director
DANBY CARTER Director
Leigh Ann Castelonos Director
Sarah Robinson Director
Kathy Morgan Director
ZIUN FU Director

Registered Agent

Name Role
BRIGID DEVRIES Registered Agent

President

Name Role
BRIGID L DEVRIES President

Secretary

Name Role
Danby Carter Secretary

Treasurer

Name Role
Brienne Lowry Cox Treasurer

Vice President

Name Role
Lorraine Hayes Vice President

Incorporator

Name Role
T. RENEE MUSSETTER Incorporator

Assumed Names

Name Status Expiration Date
KENTUCKY BALLET THEATRE Active 2028-08-30
KENTUCKY BALLET THEATRE, INC. Inactive 2020-02-14
THE KENTUCKY BALLET, INC. Inactive 2005-06-21

Filings

Name File Date
Annual Report 2025-02-05
Annual Report 2024-02-29
Certificate of Assumed Name 2023-08-30
Annual Report 2023-03-15
Annual Report 2022-08-09
Annual Report 2021-07-13
Principal Office Address Change 2021-07-13
Registered Agent name/address change 2021-07-13
Annual Report 2020-08-18
Annual Report 2019-08-09

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-1329176 Corporation Unconditional Exemption 740 NATIONAL AVE, LEXINGTON, KY, 40502-1477 1999-02
In Care of Name % JAN FOODY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2024-06
Asset 100,000 to 499,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 358886
Income Amount 453356
Form 990 Revenue Amount 453356
National Taxonomy of Exempt Entities Arts, Culture and Humanities: Ballet
Sort Name KENTUCKY BALLET THEATRE

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name BALLET THEATRE OF LEXINGTON INC
EIN 61-1329176
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8670497105 2020-04-15 0457 PPP 740 NATIONAL AVE STE 170, LEXINGTON, KY, 40502-1478
Loan Status Date 2021-07-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 39100
Loan Approval Amount (current) 39100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40502-1478
Project Congressional District KY-06
Number of Employees 12
NAICS code 611610
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 39564.86
Forgiveness Paid Date 2021-06-28

Sources: Kentucky Secretary of State