BALLET SAN ANTONIO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BALLET SAN ANTONIO (EIN 74-2371103)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-30
- IRS object ID
- 202501269349300715
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T13:30:30-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822035011 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMS CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 W Wildwood | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742371103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALLET SAN ANTONIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 AUDITORIUM CIRCLE STE STE 20 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY WILSON | PersonNm |
| Person Title | ACCOUNTING MANA | PersonTitleTxt |
| Phone | 2102430452 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle McLaughlin | PreparerPersonNm |
| PTIN | P03329766 | PTIN |
| Phone | 2105269747 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EVIN EUBANKS | PrincipalOfficerNm |
| Gross Receipts | $2,240,707 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BALLETSANANTONIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF BALLET SAN ANTONIO, A PROFESSIONAL BALLET ORGANIZATION, IS TO SHARE THE SPLENDOR OF DANCE THROUGH DIVERSE ARISTIC PERFORMANCES AND OUTREACH PROGRAMS THAT REFLECT, PROMOTE, AND ENRICH THE CULTURAL HERITAGE OF THE SOUTH TEXAS COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $832,797 | PYContributionsGrantsAmt |
| CY Contributions Grants | $737,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,198,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,074,340 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $215,708 | PYOtherRevenueAmt |
| CY Other Revenue | $215,995 | CYOtherRevenueAmt |
| PY Total Revenue | $2,246,804 | PYTotalRevenueAmt |
| CY Total Revenue | $2,028,231 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $869,915 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $954,372 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,718 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,182,771 | PYOtherExpensesAmt |
| CY Other Expenses | $1,299,674 | CYOtherExpensesAmt |
| PY Total Expenses | $2,052,686 | PYTotalExpensesAmt |
| CY Total Expenses | $2,254,046 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $194,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$225,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $605,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $740,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,315,682 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$135,313 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$363,722 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF BALLET SAN ANTONIO, A PROFESSIONAL BALLET ORGANIZATION, IS TO SHARE THE SPLENDOR OF DANCE THROUGH DIVERSE ARISTIC PERFORMANCES AND OUTREACH PROGRAMS THAT REFLECT, PROMOTE, AND ENRICH THE CULTURAL HERITAGE OF THE SOUTH TEXAS COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,634,332 | ExpenseAmt |
| Desc | SEE SCHEDULE O FOR A DESCRIPTION OF THIS PROGRAM SERVICE. | Desc |
| Total Program Service Expenses | $1,634,332 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY WILSON | PersonNm |
| Phone | 2102430452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 AUDITORIUM CIRCLE STE 20 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| ANNE-SOPHIE SYLVE | |||||||||
| ARTISTIC DIRECTOR | 40.00 | 0.00 | Yes (X) | Yes (X) | $145,383 | $0 | $0 | ||
| ELIZABETH LORENZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARISSA N MATA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JR TREVINO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE OSTERHAGE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOE LOOMIS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN H FREDERICK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID A TAWILL | |||||||||
| TREASURER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LISA WESTMORELAND | |||||||||
| CHAIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| CHRISTINE VARELA MAYER | |||||||||
| IMMEDIATE PAST BOARD CHAIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| EVIN EUBANKS | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,383 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $294,608 | GovernmentGrantsAmt |
| All Other Contributions | $443,288 | AllOtherContributionsAmt |
| Total Contributions | $737,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE INCOME | 711190 | $793,249 | $793,249 |
| TUITION INCOME | 711190 | $281,091 | $281,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,074,340 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $328,547 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $143,062 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,485 | TotalRevenueColumnAmt |
| Exclusion | $185,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $83,278 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $69,414 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,864 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $16,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,646 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,028,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,104,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $185,485 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,307 | TotalAmt |
| Program Services | $183,307 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,121 | TotalAmt |
| Program Services | $393,842 | ProgramServicesAmt |
| Management And General | $268,451 | ManagementAndGeneralAmt |
| Fundraising | $33,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,716 | TotalAmt |
| Program Services | $16,056 | ProgramServicesAmt |
| Management And General | $3,415 | ManagementAndGeneralAmt |
| Fundraising | $1,245 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,228 | TotalAmt |
| Program Services | $43,244 | ProgramServicesAmt |
| Management And General | $8,483 | ManagementAndGeneralAmt |
| Fundraising | $2,501 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,401 | TotalAmt |
| Management And General | $78,401 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,178 | TotalAmt |
| Program Services | $175,835 | ProgramServicesAmt |
| Management And General | $2,290 | ManagementAndGeneralAmt |
| Fundraising | $13,053 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,456 | TotalAmt |
| Program Services | $8,508 | ProgramServicesAmt |
| Management And General | $18,517 | ManagementAndGeneralAmt |
| Fundraising | $2,431 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,428 | TotalAmt |
| Program Services | $16,166 | ProgramServicesAmt |
| Management And General | $6,643 | ManagementAndGeneralAmt |
| Fundraising | $4,619 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,660 | TotalAmt |
| Program Services | $107,849 | ProgramServicesAmt |
| Management And General | $103,770 | ManagementAndGeneralAmt |
| Fundraising | $41 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,494 | TotalAmt |
| Program Services | $5,091 | ProgramServicesAmt |
| Management And General | $403 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919 | TotalAmt |
| Management And General | $919 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,358 | TotalAmt |
| Program Services | $25,086 | ProgramServicesAmt |
| Management And General | $6,272 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,683 | TotalAmt |
| Management And General | $27,683 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION EXPENSES | $646,956 | $629,325 | $17,631 |
| BANK FEES AND SERVICE CHARGE | $42,657 | $30,023 | $12,634 |
| MISCELLANEOUS | $6,484 | $6,484 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,254,046 | TotalAmt |
| Program Services | $1,634,332 | ProgramServicesAmt |
| Management And General | $561,996 | ManagementAndGeneralAmt |
| Fundraising | $57,718 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,691 | BOYAmt |
| EOY | $121,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,782 | BOYAmt |
| EOY | $176,342 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,967 | BOYAmt |
| EOY | $101,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,750 | BOYAmt |
| EOY | $6,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $328,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,846 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,875 | BOYAmt |
| EOY | $110,923 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,246 | BOYAmt |
| EOY | $385,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,311 | BOYAmt |
| EOY | $951,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,923 | BOYAmt |
| EOY | $120,605 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,607 | BOYAmt |
| EOY | $17,823 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,795 | BOYAmt |
| EOY | $762,615 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,299 | BOYAmt |
| EOY | $414,639 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,624 | BOYAmt |
| EOY | $1,315,682 | 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 | -$330,682 | BOYAmt |
| EOY | -$537,809 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,369 | BOYAmt |
| EOY | $174,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$135,313 | BOYAmt |
| EOY | -$363,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,311 | BOYAmt |
| EOY | $951,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$225,815 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$2,594 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,017,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,288 | CurrentTaxYearAmt |
| Total | $2,717,327 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $703,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $733,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,027,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,527 | CurrentTaxYearAmt |
| Total | $3,561,351 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,721,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $820,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,166,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,251,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,319,815 | CurrentTaxYearAmt |
| Total | $6,278,678 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,000 | CurrentTaxYearMinus1YearAmt |
| Total | $81,520 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,000 | CurrentTaxYearMinus1YearAmt |
| Total | $81,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,197,158 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,395 | CurrentTaxYearMinus1YearAmt |
| Total | $283,982 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $962,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,280,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,267,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,319,815 | CurrentTaxYearAmt |
| Total | $6,562,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93700 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,910 | DepreciationAmt |
| Book Value | $62,946 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,803 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,306 | DepreciationAmt |
| Book Value | $15,497 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,630 | DepreciationAmt |
| Book Value | $32,480 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,923 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $12,576 |
| DIRECT DEPOSIT LIABILITY | $530 |
| OPERATING RIGHT OF USE ASSET | $372,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $385,583 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $38,536 |
| OPERATING LEASE LIABILITY | $376,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $414,639 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,105,308 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $77,077 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $77,077 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,028,231 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,028,231 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,331,965 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,235 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,684 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $77,919 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,254,046 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,254,046 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other expenses not included on Form 990 (Part XII, line 2d) | FormAndLineReferenceDesc |
| Explanation | $1,684 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $328,547 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $328,547 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,942 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $59,719 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $56,390 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,011 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $328,547 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $328,547 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,942 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $59,719 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $56,390 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,011 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $143,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $185,485 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WESTMORELAND | PersonNm |
| Relationship With Org | CHAIR | RelationshipWithOrgTxt |
| Loan Purpose | OPERATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $762,615 | OriginalPrincipalAmt |
| Balance Due | $762,615 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | false | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $762,615 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE BOARD OF DIRECTORS WILL REVIEW AND DISCUSS FORM 990, AND THEN, UPON APPROVAL, WILLSUBMIT TO IRS. |
| Conflict of interest policy compliance Part VI line 12c | CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH AN ANTI-NEPOTISM POLICY AND THE BY-LAWS OF THE BOARD. |
| CEO executive director top management comp Part VI line 15a | THE COMPENSATION IS DISCUSSED, REVIEWED, AND APPROVED BY THE BOARD OF DIRECTORS. |
| Other officer or key employee compensation Part VI line 15b | THE COMPENSATION IS DISCUSSED, REVIEWED, AND APPROVED BY THE BOARD OF DIRECTORS. |
| Form 990 availability to public Part VI line 18 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. THE FORM 990 IS ALSOAVAILABLE ON GUIDESTAR. |
| Governing documents etc available to public Part VI line 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| Part III response or note to any other line in Part III | IN 2023-24, BALLET SAN ANTONIO (BSA) OFFERED 16 FULL-LENGTH PERFORMANCES (3 PRODUCTIONS) IN THE TOBIN CENTER OF THE PERFORMING ARTS WHICH INCLUDED BEAUTY AND THE BEAST, THE NUTRCRACKER, AND WORLD PREMIERE OF A MIDSUMMER NIGHTS DREAM. OUTREACH INCLUDED 1) STUDENT MATINEES THREE LOW-COST ABRIDGED PERFORMANCES OF THE NUTCRACKER WITH 1500 FREE TICKETS RESERVED FOR TITLE I SCHOOLS; 2) THE NUTCRACKER FILM A FREE FULL-LENGTH PERFORMANCE FILM AVAILABLE FOR FREE TO SCHOOLS ACROSS TEXAS; 3) SENSORY-FRIENDLY PERFORMANCE A FREE ABRIDGED PERFORMANCE OF THE NUTCRACKER DESIGNED FOR THOSE WITH AN AUTISM SPECTURM DISORDER, COGNITIVE DISABILITES, AND/OR SENSORY SENSITIVIES; 4) LEARNING THAT MOVES YOU CLASSES FREE DANCE/CREATIVE MOVEMENT CLASSES FOR AT-RISK YOUTH; AND BALLET IN THE PARK A FREE COMMUNITY EVENT FEATURING EXCERPTS FROM BSAS SEASON. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL OF BALLET SAN ANTONIO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 NW MILITARY HWY SUITE 127A | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851128677 | EIN |
| Primary Activities | BALLET EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | -$300,175 | TotalIncomeAmt |
| End Of Year Assets | $69,406 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALLET SAN ANTONIO | BusinessNameLine1Txt |
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