2023-04-13T18:47:29-05:00 2022-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2021-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 PO BOX 123290 FORT WORTH TX 761213290 LINDA BRADFORD DIRECTOR OF FINANCE AND ACCOUNTING 8177630207 2023-03-08 1 LINDA BRADFORD 999009999 EMILY LANDRY P01614538 8172599100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LINDA BRADFORD PO BOX 123290 FORT WORTH TX 761213290 10996008 0 X WWW.TEXASBALLETTHEATER.ORG X 2003 TX TEXAS BALLET THEATER CREATES, PRESENTS, AND TOURS WORLD CLASS BALLET, FROM CLASSICAL TO CUTTING EDGE, AND PROMOTES ITS APPRECIATION, ACCESSIBILITY, AND TECHNICAL MASTERY AMONG STUDENTS, PRE-PROFESSIONALS, AND AUDIENCES OF ALL AGES. 49 49 257 10 0 0 5848328 5583795 1597234 4827570 479800 527 3285 263550 7928647 10675442 30101 19495 0 0 3423615 4411611 0 0 511559 1948430 3397391 5402146 7828497 2526501 2846945 12272078 14755979 1732804 1151742 10539274 13604237 TEXAS BALLET THEATER CREATES, PRESENTS, AND TOURS WORLD CLASS BALLET, FROM CLASSICAL TO CUTTING EDGE, AND PROMOTES ITS APPRECIATION, ACCESSIBILITY, AND TECHNICAL MASTERY AMONG STUDENTS, PRE-PROFESSIONALS, AND AUDIENCES OF ALL AGES. 0 0 5083069 3519274 THE TEXAS BALLET THEATER PROVIDED 43 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 46,826 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2022. INCLUDED IN THE PRODUCTIONS WAS A COMPANY PREMIER "STAR CROSSED" BY BEN STEVENSON,O.B.E. THE COMPANY ALSO PRESENTED TWO WORLD PREMIERS "VIOLIN CONCERTO IN D" BY TIMOTHY O'KEEFE AND "A MIDSUMMER NIGHT'S DREAM' BY BEN STEVENSON, O.B.E.. FAMILY FAVORITE "THE NUTCRACKER" BY BEN STEVENSON WAS ALSO PRESENTED. DUE TO THE COVID-19 PANDEMIC 2 SHOWS WERE CANCELLED. 1242023 19495 1565194 PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 606 STUDENTS PARTICIPATED IN OUR PROGRAMS DURING THE FISCAL YEAR ENDED JUNE 30, 2022. 12547 127513 CITY DANCE IS A PROGRAM CREATED TO ENRICH THE LIVES OF CHILDREN IN UNDERSERVED COMMUNITIES ACROSS NORTH TEXAS AND TO DEVELOP ARTISTS, ART PATRONS AND LEADERS OF THE FUTURE BY PROVIDING FREE AFTER-SCHOOL BALLET LESSONS TO 692 K - 8TH GRADERS IN PARTICIPATING SCHOOLS IN CROWLEY, EVERMAN, DALLAS, FORT WORTH, AND RICHARDSON INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 27 NORTH TEXAS SCHOOLS DURING THE FISCAL YEAR ENDED JUNE 30, 2022. 6337639 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 257 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 49 49 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA BRADFORD 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 X AARON WARREN BOARD OF GOVERNORS 1.00 X 0 0 0 AMY WALTON EXECUTIVE COMMITTEE 1.00 X 0 0 0 ANNE MARIE BRATTON BOARD OF GOVERNORS 1.00 X 0 0 0 ANNE T BASS CHAIRMAN 3.00 X X 0 0 0 BELEN GARREN BOARD OF GOVERNORS 1.00 X 0 0 0 BRYAN KING BOARD OF GOVERNORS 1.00 X 0 0 0 CAMILLE R COMEAU TREASURER 2.00 X X 0 0 0 CAPERA RYAN BOARD OF GOVERNORS 1.00 X 0 0 0 CATA GONZALEZ BOARD OF GOVERNORS 1.00 X 0 0 0 CLARE PRITCHETT BOARD OF GOVERNORS 1.00 X 0 0 0 CRAIG CARPENTER BOARD OF GOVERNORS 1.00 X 0 0 0 CRAWFORD BROCK BOARD OF GOVERNORS 1.00 X 0 0 0 DANA PORTER EXECUTIVE COMMITTEE 1.00 X 0 0 0 ERIKA MCCARTHY BOARD OF GOVERNORS 1.00 X 0 0 0 GLENN ADAMS BOARD OF GOVERNORS 1.00 X 0 0 0 HAYLEE EDWARDS BOARD OF GOVERNORS 1.00 X 0 0 0 JAMES MEINTJES EXECUTIVE COMMITTEE 1.00 X 0 0 0 JANET RICE EXECUTIVE COMMITTEE 1.00 X 0 0 0 JENNIFER WILLIAMSON BOARD OF GOVERNORS 1.00 X 0 0 0 JENNY DUPREE BOARD OF GOVERNORS 1.00 X 0 0 0 KATY BOCK BOARD OF GOVERNORS 1.00 X 0 0 0 KEITH HUGHES EXECUTIVE COMMITTEE 1.00 X 0 0 0 KIM HEXT EXECUTIVE COMMITTEE 1.00 X 0 0 0 LAUREN GORSCHE BOARD OF GOVERNORS 1.00 X 0 0 0 LAURI LAWRENCE BOARD OF GOVERNORS 1.00 X 0 0 0 LEIGH BORNITZ BOARD OF GOVERNORS 1.00 X 0 0 0 LIBBY MANNING BOARD OF GOVERNORS 1.00 X 0 0 0 LIZ FLEISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 MADOLIN ROSENTHAL BOARD OF GOVERNORS 1.00 X 0 0 0 MARIBETH MILLER BOARD OF GOVERNORS 1.00 X 0 0 0 MARY LYNN GARRETT EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHAEL DE LUCA BOARD OF GOVERNORS 1.00 X 0 0 0 NICOLE FIRESTONE BOARD OF GOVERNORS 1.00 X 0 0 0 NIKKI MILDREN BOARD OF GOVERNORS 1.00 X 0 0 0 NIKKI WEBB EXECUTIVE COMMITTEE 1.00 X 0 0 0 NIKKIA PARISH BOARD OF GOVERNORS 1.00 X 0 0 0 PAULA BROCKWAY EXECUTIVE COMMITTEE 1.00 X 0 0 0 RANDELL GOSS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBERT M BASS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN WORTHINGTON ARENA BOARD OF GOVERNORS 1.00 X 0 0 0 SCOTT ORR BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON M NOLAN BOARD OF GOVERNORS 1.00 X 0 0 0 STEVEN H GENDLER BOARD OF GOVERNORS 1.00 X 0 0 0 SUSAN GLASSMOYER BOARD OF GOVERNORS 1.00 X 0 0 0 TERA GARVEY EXECUTIVE COMMITTEE 1.00 X 0 0 0 TOM BESSANT VICE-CHAIRMAN 1.00 X X 0 0 0 TRACY FITZ BOARD OF GOVERNORS 1.00 X 0 0 0 VYNESSA NEMUNAITIS BOARD OF GOVERNORS 1.00 X 0 0 0 WHITNEY STRAUSS SECRETARY 1.00 X X 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 40.00 X 182151 0 8345 VANESSA LOGAN EXECUTIVE DIRECTOR 40.00 X 185946 0 7745 368097 0 16090 2 0 1 0 SCHAEFER ADVERTISING CO LTD 1228 S ADAMS STREET FORT WORTH TX 76104 MARKETING CONSULTANT 542207 PERFORMING ARTS OF FORT WORTH 330 E 4TH STREET SUITE 300 FORT WORTH TX 76102 FORT WORTH PERFORMANCE EXPENSES 419701 AT&T PERFORMING ARTS CENTER 700 N PEARL STREET SUITE N1800 DALLAS TX 75201 DALLAS PERFORMANCE EXPENSES 203553 2 853995 989000 3740800 8459 5583795 ADMISSIONS & PERFORMANCES 711120 3134863 3134863 SCHOOL TUITION AND REVENUE 611600 1565194 1565194 COMMUNITY OUTREACH 611600 127513 127513 4827570 527 527 145267 21081 124186 124186 124186 137943 853995 258804 -120861 -120861 50906 40681 10225 10225 OTHER INCOME 524298 250000 250000 250000 10675442 5211981 0 -120334 19495 19495 426763 334693 54094 37976 2848861 2234246 361104 253511 50546 39641 6407 4498 834736 654650 105806 74280 250705 196618 31778 22309 93635 93635 913092 874389 38703 49200 622 47956 622 13155 4999 4867 3289 821037 788864 18925 13248 549449 392917 140879 15653 113848 113848 OTHER PRODUCTION EXPENS 573014 573014 MISCELLANEOUS 108652 61182 47470 ENTRY FEES 82621 82621 SUMMER INTENSIVE EXPENS 79688 79688 7828497 6337639 979299 511559 3877715 7503070 325000 325000 807415 198890 487790 18915 66064 66064 3144 2027 119440 173819 10669316 4450182 6272411 6219134 313099 249060 12272078 14755979 225977 318844 517827 832898 989000 0 1732804 1151742 X 8455561 12363046 2083713 1241191 10539274 13604237 12272078 14755979 2846945 218018 0 X X 0 1 X 1 1 1 X 3126358 5138455 8457028 5848328 5583795 28153964 3126358 5138455 8457028 5848328 5583795 28153964 7734116 20419848 416 1893 1881 274 527 4991 28158955 0.72520 0.66260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 329692 527 330219 329418 274 329692 327537 1881 329418 325644 1893 327537 175228 150000 416 325644 0.00000 0.98420 0.01580 0 0 2835000 2835000 1679889 118992 1560897 2371993 1001151 1370842 3035519 2747709 287810 746915 582330 164585 6219134 X 10935727 218018 61762 279780 10655947 19495 19495 10675442 7870764 61762 61762 7809002 19495 19495 7828497 PART X, LINE 2: THE BALLET IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE BALLET'S FINANCIAL STATEMENTS. THE BALLET FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 40,681. RENTAL EXPENSES 21,081. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 19,495. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 40,681. RENTAL EXPENSES 21,081. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 19,495. FASHION SHOW 736200 671580 64620 14116 53815 87072 DINNER 242925 182415 60510 14116 43218 52798 1 6963 6963 986088 853995 132093 28232 97033 139870 265135 -133042 0 SCHOLARSHIPS 18 19495 X X X 0 0 0 0 0 0 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 173946 0 0 0 12000 0 7438 0 307 0 193691 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 170151 0 0 0 12000 0 7286 0 1059 0 190496 0 0 0 SCHEDULE J, PART II THE BALLET PROVIDES A CAR ALLOWANCE OF $1,000 PER MONTH TO BEN STEVENSON AND VANESSA LOGAN AND REPORTS THOSE AMOUNTS TO THEM ON THEIR RESPECTIVE FORM W-2. BEN STEVENSON ARTISTIC DIRECTOR DOWN PAYMENT TO PURCHASE HOME X 41442 66064 0 1 1 66064 FORM 990, PART VI, SECTION A, LINE 2 ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE EXECUTIVE ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.