HOUSTON BALLET FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BALLET FOUNDATION (EIN 74-1394920)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349313061
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T18:04:35-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MAIN STREET SUITE 2150 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741394920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON BALLET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM NELSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7135236300 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEIGH SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,953,468 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOUSTONBALLET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHMENT 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 107 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 107 | VotingMembersIndependentCnt |
| Total Employee | 556 | TotalEmployeeCnt |
| Total Volunteers | 302 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,987,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,841,320 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,134,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,908,055 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,217,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,754,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $918,478 | PYOtherRevenueAmt |
| CY Other Revenue | $1,312,238 | CYOtherRevenueAmt |
| PY Total Revenue | $49,258,253 | PYTotalRevenueAmt |
| CY Total Revenue | $38,816,415 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,370,084 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,316,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,165,674 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,930,326 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,454,040 | PYOtherExpensesAmt |
| CY Other Expenses | $13,145,456 | CYOtherExpensesAmt |
| PY Total Expenses | $32,770,439 | PYTotalExpensesAmt |
| CY Total Expenses | $38,681,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,487,814 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $135,201 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $166,414,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,925,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,111,187 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,389,305 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $158,303,060 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $161,536,033 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE A LASTING LOVE AND APPRECIATION FOR DANCE THROUGH ARTISTIC EXCELLENCE, EXHILARATING PERFORMANCES, INNOVATIVE CHOREOGRAPHY AND SUPERB EDUCATIONAL PROGRAMS. THE ORGANIZATION MAINTAINS A COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA THAT GIVE PERFORMANCES IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY THROUGHOUT THE YEAR AND MAINTAINS AN ACADEMY THAT PROVIDES DANCE EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,160,170 | ExpenseAmt |
| Revenue | $13,202,632 | RevenueAmt |
| Desc | DANCE PERFORMANCES BY THE COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY INCLUDE PRODUCTION EXPENSES SUCH AS SALARY OF PERFORMERS, COST OF COSTUMES, STAGE SETS, THEATER RENTAL, ORCHESTRA AND OTHER RELATED EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,071,697 | ExpenseAmt |
| Grant | $1,370,084 | GrantAmt |
| Revenue | $3,485,432 | RevenueAmt |
| Desc | ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATING TO THE OPERATION OF THE BALLET ACADEMY AND THE SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,231,867 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 556 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 107 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 107 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI ROBERTS | PersonNm |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (117 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MRS LEIGH M SMITH | ||||||||
| CHAIRMAN | 2.50 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS KRISTY J BRADSHAW | ||||||||
| PRESIDENT | 4.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JESSE H JONES II | ||||||||
| VICE PRESIDENT DEVELOPMENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS RUSSELL C JOSEPH | ||||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS ELIZABETH LEYKUM | ||||||||
| VP EDUCATION & COMMUNITY ENGAGEMENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS KELLEY S LUBANKO | ||||||||
| VICE PRESIDENT TRUSTEE DEVELOPMENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR DANIEL M MCCLURE | ||||||||
| VICE PRESIDENT INVESTMENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS AMY PINCU | ||||||||
| TREASURER, VICE PRESIDENT FINANCE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS ELIZABETH R ZDEBLICK | ||||||||
| VICE PRESIDENT ACADEMY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR JERRY MARTIN THRU 082022 | ||||||||
| VICE PRESIDENT - MARKETING | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES PARR | ||||||||
| VP - INSTITUTIONAL GIVING | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS F T BARR | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS ANN C BEAN | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS GILLIAN HOBSON THRU 012023 | ||||||||
| MEMBER-AT-LARGE | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR SEAN BECKER | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES COWAN | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHAD LIBERTUS | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS LETICIA LOYA | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES J PARR | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS CARROLL ROBERTSON RAY | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS S SHAWN STEPHENS | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE TSURU | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS PHOEBE TUDOR | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS CHRISTINE M UNDERWOOD | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS HALLIE VANDERHIDER | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR MARCUS A WATTS | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MRS LYNN WYATT | ||||||||
| MEMBER-AT-LARGE | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR W CAMERON ALGUIRE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR JULIA D ANDRIENI | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS DIANE BAZELIDES | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR GARY V BEAUCHAMP | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS GINA BHATIA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS SUSAN BINNEY | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MRS LESLIE BLANTON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS LINDSEY BROWN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS LENNI BURKE | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MS KIM CAGLE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR ERICH CANSECO | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ANNE S CHAO | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR MIKE CHOU | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR AND MRS JAMES W CROWNOVER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ROSANETTE S CULLEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS SASHA DAVIS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR BASTIAAN DE ZEEUW | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS PAMELA D EARTHMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SHARON F ERSKINE | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MRS MARTHA FINGER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ALLISON L FLIKERSKI | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W FLOWERS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| HON CHARLES C FOSTER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS KATE FOWLER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS JO FURR | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR MITCHELL GEORGE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS MIGNON GILL | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA S GODFREY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ANN GRAHAM | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS DONALD M GRAUBART | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR JEREMY GRIGGS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR JOSEPH A HAFNER JR | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR HERSCHEL HAMNER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR JOSHUA D HARRIS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS NANCY FERGUSON HAYWOOD | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL HECKMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS WINELL HERRON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES M JORDAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS MELISSA JUNEAU | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| NATASHA KHAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MATA KROGER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS MELANIE LAWSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR BRIDGITTE SHEN LEE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR MARK LOVELAND | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR JOSEPH A MATULA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS JEAN E MAY | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MRS J LUKE MCCONN III | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS KRIS MCGEE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD K MCGEE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS MARTHA ROCKS MCMURREY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR SHANE A MILLER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS MICHAEL MITHOFF | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MARSHA L MONTEMAYOR | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS NANCY POWELL MOORE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS DESRYE MORGAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS BETH MUECKE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS PATTI MURPHY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR DUYEN HUYNH NGUYEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY TRAN NGUYEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS CABRINA OWSLEY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT F PARKER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ELISA S PYE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR RON RAND | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MACEY REASONER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| LAURA M ROBERTSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS AKEMI SAITOH | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS SAMIRA A SALMAN | ||||||||
| TRUSTEE | 1.50 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MRS LOUISA STUDE SAROFIM | ||||||||
| LIFE TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS JAMES SHAFFER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MS SUNDAY SHEPHERD | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DANNIKA E SIMPSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ALICIA SMITH | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS HEIDI SMITH | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR LILIANA SOLTERO | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MR NICHOLAS L SWYKA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ALLISON THACKER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BECCA CASON THRASH | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ERIKA TOUSSAINT | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS ILEANA TREVIO | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS AMBER WESTMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS MARGARET ALKEK WILLIAMS | ||||||||
| LIFE TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MRS RINI ZIEGLER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| WELCH STANTON D | ||||||||
| ARTISTIC DIRECTOR | 35.00 | Yes (X) | $459,805 | $0 | $55,510 | |||
| NELSON JAMES | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $343,041 | $0 | $77,932 | |||
| FELBER-ROBERTS KRISTI | ||||||||
| CHIEF FINANCIAL OFFICER | 35.00 | Yes (X) | $197,893 | $0 | $24,839 | |||
| CHAPMAN PATSY | ||||||||
| CEO OF THE NUTCRACKER MARKET | 35.00 | 0.25 | $212,380 | $0 | $25,027 | Yes (X) | ||
| LANE ANGELA | ||||||||
| CHIEF DEVELOPMENT OFFICER | 35.00 | $196,506 | $0 | $27,152 | Yes (X) | |||
| FLORIO ERMANNO | ||||||||
| MUSIC DIRECTOR | 35.00 | $162,613 | $0 | $46,582 | Yes (X) | |||
| WALSH CONNOR L | ||||||||
| DANCER - PRINCIPAL | 35.00 | $132,126 | $0 | $22,922 | Yes (X) | |||
| BAVARET MARYJANE C | ||||||||
| IT DIRECTOR | 35.00 | $121,041 | $0 | $20,491 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,825,405 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $300,455 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IATSE LOCAL 51 | |||||
| PO BOX 403 | HOUSTON | TX | 770010403 | UNION STAGE HANDS | $2,074,752 |
| STRIKE MARKETING | |||||
| 906 RUTLAND STREET | HOUSTON | TX | 77008 | MARKETING/AD SERVICES | $1,266,470 |
| CAPACITY INTERACTIVE CONSULTING LLC | |||||
| BOX 83447 | WOBURN | MA | 018133447 | DIGITAL MEDIA | $288,350 |
| WORTHAM CENTER OPERATING CO | |||||
| 510 PRESTON 201 | HOUSTON | TX | 77002 | WORTHAM CREW FEES | $284,145 |
| THE EVENTS COMPANY | |||||
| 1237 N POST OAK RD | HOUSTON | TX | 77055 | EVENT DECOR | $277,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,757,051 | MembershipDuesAmt |
| Fundraising | $1,608,942 | FundraisingAmt |
| Related Organizations | $5,575,796 | RelatedOrganizationsAmt |
| Government Grants | $884,313 | GovernmentGrantsAmt |
| All Other Contributions | $6,015,218 | AllOtherContributionsAmt |
| Noncash Contributions | $518,960 | NoncashContributionsAmt |
| Total Contributions | $15,841,320 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE INCOME | 711120 | $11,422,623 | $11,422,623 |
| TUITION | 711120 | $3,485,432 | $3,485,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,908,055 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,586,720 | TotalRevenueColumnAmt |
| Exclusion | $2,586,720 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,616,905 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,448,823 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,168,082 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,168,082 | TotalRevenueColumnAmt |
| Exclusion | $4,168,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $220,459 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,608,942 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $688,230 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$467,771 | TotalRevenueColumnAmt |
| Exclusion | -$467,771 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SOUVENIR INCOME | 711120 | $947,926 | $947,926 |
| TICKET HANDLING CHARGE | 711120 | $707,868 | $707,868 |
| MISCELLANEOUS REVENUE | 711120 | $124,215 | $124,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,780,009 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,816,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,688,064 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,287,031 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,370,084 | TotalAmt |
| Program Services | $1,370,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,615 | TotalAmt |
| Program Services | $463,723 | ProgramServicesAmt |
| Management And General | $551,892 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,382,990 | TotalAmt |
| Program Services | $14,293,721 | ProgramServicesAmt |
| Management And General | $1,169,188 | ManagementAndGeneralAmt |
| Fundraising | $1,920,081 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,897 | TotalAmt |
| Program Services | $712,359 | ProgramServicesAmt |
| Management And General | $162,950 | ManagementAndGeneralAmt |
| Fundraising | $109,588 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019,561 | TotalAmt |
| Program Services | $2,530,336 | ProgramServicesAmt |
| Management And General | $191,816 | ManagementAndGeneralAmt |
| Fundraising | $297,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,611 | TotalAmt |
| Program Services | $1,491,770 | ProgramServicesAmt |
| Management And General | $115,104 | ManagementAndGeneralAmt |
| Fundraising | $155,737 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,122 | TotalAmt |
| Management And General | $51,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,495 | TotalAmt |
| Management And General | $84,495 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,731 | TotalAmt |
| Management And General | $207,731 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668,194 | TotalAmt |
| Program Services | $2,589,767 | ProgramServicesAmt |
| Fundraising | $78,427 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,849,698 | TotalAmt |
| Program Services | $2,488,957 | ProgramServicesAmt |
| Management And General | $105,484 | ManagementAndGeneralAmt |
| Fundraising | $255,257 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,111 | TotalAmt |
| Program Services | $458,244 | ProgramServicesAmt |
| Management And General | $171,375 | ManagementAndGeneralAmt |
| Fundraising | $115,492 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,519 | TotalAmt |
| Program Services | $267,519 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,495,459 | TotalAmt |
| Program Services | $1,411,003 | ProgramServicesAmt |
| Management And General | $42,227 | ManagementAndGeneralAmt |
| Fundraising | $42,229 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,476 | TotalAmt |
| Program Services | $235,738 | ProgramServicesAmt |
| Management And General | $198,141 | ManagementAndGeneralAmt |
| Fundraising | $33,597 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,194 | TotalAmt |
| Program Services | $1,538 | ProgramServicesAmt |
| Management And General | $37,870 | ManagementAndGeneralAmt |
| Fundraising | $4,786 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,029 | TotalAmt |
| Program Services | $1,307,223 | ProgramServicesAmt |
| Management And General | $163,403 | ManagementAndGeneralAmt |
| Fundraising | $163,403 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,915 | TotalAmt |
| Program Services | $448,733 | ProgramServicesAmt |
| Management And General | $56,091 | ManagementAndGeneralAmt |
| Fundraising | $56,091 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FUNDRAISING EXPENSE | $684,341 | $684,341 | |
| SOUVENIR EXPENSE | $560,766 | $560,766 | |
| TICKET SALES | $338,957 | $338,957 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,449 | TotalAmt |
| Program Services | $261,429 | ProgramServicesAmt |
| Management And General | $200,132 | ManagementAndGeneralAmt |
| Fundraising | $13,888 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,681,214 | TotalAmt |
| Program Services | $31,231,867 | ProgramServicesAmt |
| Management And General | $3,519,021 | ManagementAndGeneralAmt |
| Fundraising | $3,930,326 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,802,218 | BOYAmt |
| EOY | $15,542,080 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,782,756 | BOYAmt |
| EOY | $7,343,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,353 | BOYAmt |
| EOY | $135,958 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,541 | BOYAmt |
| EOY | $1,271,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,174,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,913,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,362,909 | BOYAmt |
| EOY | $39,260,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,509,835 | BOYAmt |
| EOY | $105,612,805 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,635 | BOYAmt |
| EOY | $758,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,414,247 | BOYAmt |
| EOY | $169,925,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,728 | BOYAmt |
| EOY | $2,110,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,150,915 | BOYAmt |
| EOY | $5,448,988 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,544 | BOYAmt |
| EOY | $829,698 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,111,187 | BOYAmt |
| EOY | $8,389,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,369,201 | BOYAmt |
| EOY | $115,521,949 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,933,859 | BOYAmt |
| EOY | $46,014,084 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,303,060 | BOYAmt |
| EOY | $161,536,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,414,247 | BOYAmt |
| EOY | $169,925,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $135,201 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,097,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,606,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,834,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,994,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,184,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,826,320 | CurrentTaxYearAmt |
| Total | $66,446,524 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,606,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,834,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,994,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,184,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,826,320 | CurrentTaxYearAmt |
| Total | $66,446,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,245,427 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,201,097 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,813,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,201,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,480,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,348,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,586,720 | CurrentTaxYearAmt |
| Total | $9,429,637 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,390,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,085,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,193,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,780,009 | CurrentTaxYearAmt |
| Total | $5,516,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,392,178 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,377,305 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,379,430 | BeginningYearBalanceAmt |
| Contributions | $1,217,356 | ContributionsAmt |
| Investment Earnings Or Losses | $8,353,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,502,668 | OtherExpendituresAmt |
| End Year Balance | $104,447,712 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,394,771 | BeginningYearBalanceAmt |
| Contributions | $8,014,515 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,604,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,190,999 | OtherExpendituresAmt |
| Administrative Expenses | $234,423 | AdministrativeExpensesAmt |
| End Year Balance | $96,379,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,123,432 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $24,790,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,331,340 | OtherExpendituresAmt |
| Administrative Expenses | $188,489 | AdministrativeExpensesAmt |
| End Year Balance | $103,394,771 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,557,968 | BeginningYearBalanceAmt |
| Contributions | $55,658 | ContributionsAmt |
| Investment Earnings Or Losses | $2,816,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,053,687 | OtherExpendituresAmt |
| Administrative Expenses | $252,690 | AdministrativeExpensesAmt |
| End Year Balance | $80,123,432 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,202,012 | BeginningYearBalanceAmt |
| Contributions | $24,169 | ContributionsAmt |
| Investment Earnings Or Losses | $4,296,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,722,384 | OtherExpendituresAmt |
| Administrative Expenses | $242,060 | AdministrativeExpensesAmt |
| End Year Balance | $80,557,968 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41640 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,689,178 | OtherCostOrOtherBasisAmt |
| Book Value | $9,689,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,585,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,844,505 | DepreciationAmt |
| Book Value | $28,741,438 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,811,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,981,337 | DepreciationAmt |
| Book Value | $830,251 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,087,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,087,393 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,260,867 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | HOUSTON BALLET FOUNDATION USES ENDOWMENT FUNDS TO GUARANTEE FUTURE FINANCIAL SECURITY OF THE FOUNDATION. ENDOWMENT FUNDS ARE INVESTED TO PROVIDE THE FOUNDATION WITH LONG-TERM GROWTH CONSISTENT WITH THE PRESERVATION OF CAPITAL AND THE ANNUAL BUDGET REQUIREMENT WITHIN WITHDRAWAL LIMITATION ESTABLISHED BY THE BOARD OF TRUSTEES OF THE FOUNDATION |
| PART X, LINE 2: | FIN 48 FOOTNOTE FROM THE COMBINED FINANCIAL STATEMENTS OF HOUSTON BALLET FOUNDATION AND HOUSTON BALLET GUILD, INC: HOUSTON BALLET FOUNDATION ("FOUNDATION") AND THE HOUSTON BALLET GUILD, INC. ARE BOTH NONPROFIT ORGANIZATIONS WHICH HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NEITHER ARE PRIVATE FOUNDATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS CURRENT GUIDANCE IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO-STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED ON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS ULTIMATE SETTLEMENT. THE FOUNDATION DID NOT RECOGNIZE ANY UNCERTAIN TAX POSITIONS UPON ADOPTION OF THE GUIDANCE AND HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023. THE INCOME TAX POSITION TAKEN BY THE FOUNDATION, FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS, IS THAT THE FOUNDATION CONTINUES TO BE EXEMPT FROM INCOME TAXES BY VIRTUE OF BEING A NONPROFIT ORGANIZATION. MANAGEMENT BELIEVES THIS TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD AND, ACCORDINGLY, THE TAX BENEFIT OF THIS INCOME TAX POSITION (NO INCOME TAX LIABILITY) HAS BEEN RECOGNIZED FOR THE YEARS ENDED ON OR BEFORE JUNE 30, 2023. THE FOUNDATION WILL RECORD INCOME TAX RELATED INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF THE PROVISION FOR INCOME TAX EXPENSE. HOWEVER, THERE WERE NO AMOUNTS RECOGNIZED RELATING TO INTEREST AND PENALTIES IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2023. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS TAX RETURNS (FORM 990) FOR 2020 AND LATER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALLET BALL | Event1Nm |
| Gross Receipts Event1 | $1,536,502 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,359,243 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $177,259 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $163,473 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $97,635 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $40,084 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $310,119 | OtherDirectExpensesEvent1Amt |
| Event2 | ONSTAGE DINNER | Event2Nm |
| Gross Receipts Event2 | $201,650 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $179,450 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,200 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $41,257 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,165 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $91,249 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $70,249 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $21,000 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $15,000 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,497 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,829,401 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,608,942 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $220,459 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $163,473 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $153,892 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $40,084 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $330,781 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $688,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$467,771 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 405 | RecipientCnt |
| Non Cash Assistance | $1,370,084 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION REVENUE REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HOUSTON BALLET ACADEMY OFFERS SCHOLARSHIPS BASED ON MERIT, FINANCIAL NEED, OR A COMBINATION OF BOTH. THROUGH THE CHANCE TO DANCE PROGRAM, ALL FAMILIES MAY APPLY FOR FINANCIAL ASSISTANCE IN THE FORM OF TUITION ABATEMENT. EACH YEAR, HOUSTON BALLET COLLABORATES WITH NINE AREA ELEMENTARY SCHOOLS WITH AT LEAST 75% OF THE STUDENTS IDENTIFIED AS ECONOMICALLY DISADVANTAGED BY THE TEXAS EDUCATION AGENCY. AFTER THE 8-WEEK PROGRAM, PARTICIPANTS ARE EVALUATED FOR FULL SCHOLARSHIPS TO HOUSTON BALLET ACADEMY BASED ON CRITERIA SUCH AS STRENGTH, FLEXIBILITY, MUSICALITY, RHYTHM, COORDINATION, AND PERSONAL MOTIVATION. ADDITIONALLY, HOUSTON BALLET FACULTY ANNUALLY AWARDS MERIT-BASED SCHOLARSHIPS FOR SUMMER PROGRAMMING TO STUDENTS WHO DEMONSTRATE SIGNIFICANT GROWTH AS DANCERS AND CONTRIBUTORS TO THE ACADEMY COMMUNITY. THESE INCLUDE BOTH ENDOWED AND NAMED SCHOLARSHIPS WITH SPECIFIC ELIGIBILITY REQUIREMENTS. FACULTY NOMINATIONS FOR THESE SCHOLARSHIPS ARE BASED ON STUDENT'S PERFORMANCE IN CLASSES, REHEARSALS, AND ONSTAGE. FAMILIES SEEKING NEED-BASED SCHOLARSHIPS APPLY THROUGH TADS, A THIRD-PARTY SYSTEM. HOUSTON BALLET TRACKS ALL SCHOLARSHIPS USING CLASSE365 AND PRODUCES MONTHLY AND ANNUAL REPORTS ON SCHOLARSHIP ALLOCATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELCH STANTON D | ||||||||||||||
| ARTISTIC DIRECTOR | $420,482 | $0 | $0 | $0 | $39,323 | $0 | $41,097 | $0 | $14,413 | $0 | $515,315 | $0 | $17,123 | $0 |
| NELSON JAMES | ||||||||||||||
| EXECUTIVE DIRECTOR | $322,541 | $0 | $0 | $0 | $20,500 | $0 | $63,078 | $0 | $14,854 | $0 | $420,973 | $0 | $0 | $0 |
| CHAPMAN PATSY | ||||||||||||||
| CEO OF THE NUTCRACKER MARKET | $191,880 | $0 | $0 | $0 | $20,500 | $0 | $10,645 | $0 | $14,382 | $0 | $237,407 | $0 | $0 | $0 |
| LANE ANGELA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $188,506 | $0 | $0 | $0 | $8,000 | $0 | $9,989 | $0 | $17,163 | $0 | $223,658 | $0 | $0 | $0 |
| FELBER-ROBERTS KRISTI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $197,893 | $0 | $0 | $0 | $0 | $0 | $9,945 | $0 | $14,894 | $0 | $222,732 | $0 | $0 | $0 |
| FLORIO ERMANNO | ||||||||||||||
| MUSIC DIRECTOR | $162,613 | $0 | $0 | $0 | $0 | $0 | $9,300 | $0 | $37,282 | $0 | $209,195 | $0 | $0 | $0 |
| WALSH CONNOR L | ||||||||||||||
| DANCER - PRINCIPAL | $132,126 | $0 | $0 | $0 | $0 | $0 | $9,193 | $0 | $13,729 | $0 | $155,048 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | STANTON WELCH RECEIVED A PAYMENT OF $17,123 IN THE CURRENT YEAR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $38,393 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $327,267 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION ITEMS | 37 | $95,085 | FMV |
| Yes (X) | HARP | 1 | $44,900 | FMV |
| Yes (X) | JEWELRY | 2 | $2,375 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF TRUSTEES DELEGATES ITS AUTHORITY TO ACT ON ITS BEHALF TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF 25 PEOPLE (CHAIRMAN, PRESIDENT, SECRETARY, VICE PRESIDENT-ACADEMY, VICE PRESIDENT-FINANCE, VICE PRESIDENT-DEVELOPMENT, VICE PRESIDENT-INSTITUTIONAL GIVING, VICE PRESIDENT-INVESTMENTS, VICE PRESIDENT-SPECIAL EVENTS, VICE PRESIDENT-TRUSTEE DEVELOPMENT AND 15 MEMBERS-AT-LARGE, INCLUDING THE HOUSTON BALLET GUILD PRESIDENT) ALL OF WHOM ARE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH ANOTHER TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION: MR. JAMES CROWNOVER/MRS. JAMES CROWNOVER - FAMILY RELATIONSHIP MRS. ROSANETTE CULLEN/MRS. LILLY CULLEN - FAMILY RELATIONSHIP MR. JAMES JORDAN/MRS. S. SHAWN STEPHENS- FAMILY RELATIONSHIP MRS. KRIS MCGEE/MR. RICHARD MCGEE - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | THE HOUSTON BALLET FOUNDATION IS AN ORGANIZATION WITH MEMBERS WHO MEET ANNUALLY AND VOTE TO ELECT THE BOARD OF TRUSTEES. THE MEMBERS DO NOT EXERCISE ANY MANAGEMENT AUTHORITY AND DO NOT RECEIVE ANY SHARE OF THE ORGANIZATION'S PROFITS OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF HOUSTON BALLET FOUNDATION MEET ANNUALLY AND VOTE TO ELECT THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TRUSTEES ON THE EXECUTIVE AND AUDIT COMMITTEES WERE PROVIDED ELECTRONIC COPIES OF THE PREPARED FORM 990 PRIOR TO ITS FILING WITH THE IRS. THE AUDIT COMMITTEE REVIEWED THE PREPARED FORM 990 DURING THE COURSE OF THEIR REGULAR MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES AND OFFICERS OF THE BOARD ARE SENT A QUESTIONNAIRE ANNUALLY TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. DISCLOSURES SHOULD BE UPDATED IF A CONFLICT OR THE APPEARANCE OF A CONFLICT ARISES PRIOR TO THE NEXT REPORTING PERIOD. DISCLOSURES (AND SUBSEQUENT DISCLOSURES) ARE REVIEWED, AND, IF POTENTIAL CONFLICTS ARE PRESENT, THE INTERESTED PARTY SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE A DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER COMPENSATION: BEFORE HIRING OR EXTENDING THE WRITTEN EMPLOYMENT CONTRACTS OF EITHER THE EXECUTIVE DIRECTOR OR THE ARTISTIC DIRECTOR, THE EXECUTIVE COMMITTEE OR A SPECIALLY-FORMED INDEPENDENT COMMITTEE REVIEWS DATA INCLUDING, BUT NOT LIMITED TO, FORM 990 OF OTHER ORGANIZATONS, COMPENATION SURVEYS, AND EMPLOYMENT CONTRACTS. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF BOTH THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTOR. THE DELIBERATION AND THE DECISION ARE DOCUMENTED. EMPLOYEE COMPENSATION: WITHIN BUDGETARY CONSTRAINTS APPROVED BY THE EXECUTIVE COMMITTEE AND AFTER REVIEWING FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND EMPLOYMENT CONTRACTS, THE EXECUTIVE DIRECTOR AND/OR THE ARTISTIC DIRECTOR APPROVE THE COMPENSATION FOR THE OFFICERS OR KEY EMPLOYEES OF THE HOUSTON BALLET FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND THROUGH GUIDESTAR ONLINE. A LINK TO GUIDESTAR IS ON THE ORGANIZATION'S WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ETC. ARE ALSO AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOUSTON BALLET GUILD INC | ||||||||||
| 601 PRESTION ST | HOUSTON | TX | 77002 | 742129272 | SUPPORT HBF | TX | 501(C)(3) | LINE 12B, II | N/A | 0 |
| WORTHAM CENTER OPERATING CO INC | ||||||||||
| 510 PRESTION ST | HOUSTON | TX | 77002 | 760205663 | SUPPORT HBF | TX | 501(C)(3) | LINE 12C, III-FI | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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