San Jose Dance Theatre

Nonprofit profile at a glance

EIN
942233859
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
San Jose, CA, USA
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$725,024
Expenses
$875,706
Assets
$32,351
Liabilities
$8,806

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • JOHN TORREY (PRESIDENT)

People named in this filing

  • BRANDON LEWKE (BOARD MEMBER)
  • MICHELLE YASUDA (BOARD MEMBER)
  • MELISSA BROWN (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

San jose dance theatre was founded in l964 as a ballet academy and performing company by paul e. Curtis, jr. And shawn stuart. San jose dance theatre's mission is to develop, foster, and promote the positive impact of dance in silicon valley through accessible performances, excellent training, creative outreach, and collaboration. We strive to enrich human experience while inspiring an appreciation of movement and music for an expanding and diverse audience. Sjdt's vision is to inspire all to explore the art of dance and to give individuals the opportunity to learn dance, perform and set goals to advance to professional dancers. We also promote the art of dance through community outreach initiatives and performances. Sjdt's values outline a strong workforce, who act as a team to deliver high quality outcomes. Through a positive and inclusive environment, our staff understands working together is integral to the success of our programs. As a result, we are able to leverage each individu

What it reported doing in 2024

San jose dance theatre continued to advance its mission of providing high- quality ballet training, meaningful performance opportunities, and greater access to the arts for children and families in silicon valley during the year ended june 30, 2025. In addition to presenting major productions and serving students through its academy, sjdt made an important investment in its artistic leadership structure. Throughout 2024, the organization operated with a school director model, and at the beginning of 2025, sjdt hired nicole haskins as artistic director. Nicole now leads the artistic vision of sjdt's productions and future performance programming, while former school director brooke wertwijn remained on staff as an instructor, allowing the organization to retain her experience and continuity with students. Sjdt's academy remained at the center of the organization's work, providing structured ballet education for students from early childhood through advanced levels. The academy offered year-round training in classical ballet technique, pointe, variations, conditioning, and complementary dance styles, with an emphasis on discipline, artistry, confidence, and personal growth. Sjdt's training model intentionally connects studio instruction with stage experience, giving dancers the opportunity to apply their training in performance settings and develop as both technicians and artists. A major accomplishment during the year was the presentation of sjdt's 2024 production of the nutcracker, one of san jose's longstanding holiday arts traditions and a cornerstone of the organization's mission. In 2024, sjdt returned the nutcracker to a full two-weekend run of performances and again partnered with the cambrian symphony to provide live orchestral music. The production engaged a large cast of academy dancers and offered performers across multiple age groups the opportunity to rehearse and perform in a full-scale classical ballet production. Sjdt also presented its annual once upon a nutcracker student matinee, welcoming hundreds of local schoolchildren, including title i students, to a shortened educational performance designed to introduce young audiences to ballet. In spring 2025, sjdt continued its annual tradition of presenting a family-friendly story ballet with the wizard of oz, the first spring production under nicole haskins' artistic direction. The production provided additional performance opportunities for students beyond the holiday season and allowed dancers across age groups to collaborate in a large-scale theatrical production. During the year, sjdt also expanded its pre-professional opportunities through participation in ballet alliance, a network of pre-professional ballet schools that offers mentorship, performance opportunities, master classes, and scholarship access. Sjdt's studio company dancers traveled to spokane, Washington to participate in the ballet alliance festival and performed an original work choreographed by brooke wertwijn. A particularly important focus for sjdt during the year was ensuring that ballet training remained accessible to students from a range of financial backgrounds. The board of directors continued to emphasize tuition assistance and scholarships as part of the organization's commitment to equity and inclusion. Sjdt provided tuition assistance to six dancers, awarded one diversity scholarship, and supported two students through its male dancer scholarship program. Through its academy, productions, outreach, and scholarship programs, sjdt continued to provide rigorous dance education, transformative performance experiences, and expanded access to the arts for the students and families it serves.

Operating model

Revenue model
Earned-program. 95% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 92
  • Accountability: 64
  • Sustainability: 17
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 85.3%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -20.8%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 0.04; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: 0.27; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 10.2% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: 8.4% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 85.3% of spending went to programs
  • Governance: 6 of 6 board members independent · 1 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $747K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Sustainability: Operating margin scored 9/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.