2022-11-14T13:56:02-06:00 2021-12-31 135565207 KPMG LLP 60 E RIO SALADO PARKWAY STE 800 TEMPE AZ 85281 990 2021-01-01 756035893 THE CRYSTAL CHARITY BALL CRYS 2145265868 3838 OAK LAWN AVE L150 DALLAS TX 75219 SUSAN FARRIS CHAIR 2145265868 2022-11-14 1 SUSAN FARRIS 999009999 CASSANDRA WYATT P01943677 4804593500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SUSAN FARRIS 3838 OAK LAWN AVE L150 DALLAS TX 75219 10906106 0 X WWW.CRYSTALCHARITYBALL.ORG X 1952 TX SEE SCHEDULE O.TO SUPPORT CHARITABLE, RELIGIOUS, OR EDUCATIONAL ORGANIZATIONS IN DALLAS COUNTY, TEXAS WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE FOR CHILDREN. 6 6 4 100 0 0 7239398 9476023 0 0 456358 433810 -518620 -1071995 7177136 8837838 5699431 3316885 0 0 342435 341034 0 0 910129 627977 985279 6669843 4643198 507293 4194640 34783418 41414628 5182067 3474385 29601351 37940243 X SEE SCHEDULE O - FORM 990, PART III, LINE 1TO AID, SUPPORT, AND MAKE CONTRIBUTIONS AND DONATIONS TO CHARITABLE, RELIGIOUS, OR EDUCATIONAL AGENCIES AND ORGANIZATIONS LOCATED IN DALLAS COUNTY, TEXAS WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE OF CHILDREN. 0 0 3556791 3316885 SEE SCHEDULE O - FORM 990, PART III, LINE 4ATHE PRIMARY PURPOSE OF THE CRYSTAL CHARITY BALL (CCB) IS TO AID, SUPPORT AND MAKE CONTRIBUTIONS AND DONATIONS TO CHARITABLE, RELIGIOUS, EDUCATIONAL, MEDICAL INSTITUTIONS, AND SOCIAL AGENCIES WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE OF CHILDREN. EACH YEAR, THE CRYSTAL CHARITY BALL SELECTS NON-PROFIT ORGANIZATIONS LOCATED IN DALLAS COUNTY, TEXAS AS BENEFICIARIES OF ITS FINANCIAL SUPPORT. THESE BENEFICIARIES ARE SELECTED BY THE MEMBERS OF THE CRYSTAL CHARITY BALL, WHO SERVE AS VOLUNTEERS OF THE ORGANIZATION. THE CRYSTAL CHARITY BALL HOSTS AN ANNUAL BALL AND FASHION SHOW AND SOLICITS CONTRIBUTIONS FROM CORPORATIONS, FOUNDATIONS, AND INDIVIDUALS IN ORDER TO MEET ITS PLEDGE OF FINANCIAL SUPPORT TO THE BENEFICIARIES. THE ORGANIZATIONS THAT RECEIVED GRANTS DURING 2021 ARE LISTED ON SCHEDULE I ALONG WITH THE GRANT AMOUNTS AND PURPOSES. TOTAL PROGRAM SERVICE EXPENSE FOR 2021 EQUALED $3,556,790 WHICH DOES NOT INCLUDE $783,334 OF DONATED SERVICES AND FACILITIES THE CRYSTAL CHARITY BALL RECEIVED TO HOST ITS ANNUAL EVENTS. DONATIONS MADE DIRECTLY TO BENEFICIARIES BY OTHER THIRD PARTIES ON BEHALF OF CCB TOTALED $2,881,500 FOR THE YEAR ENDED DECEMBER 31, 2021. THE DIRECT DONATIONS WERE NOT REFLECTED ON THIS RETURN BECAUSE CCB WAS NOT AN ACTING AGENT OF THE BENEFICIARY ORGANIZATIONS AND THE FUNDS WERE NEVER IN THE CONTROL OF CCB. HOWEVER, THE DIRECT DONATIONS WERE MADE TO THE BENEFICIARIES AS A RESULT OF CCB'S ACTIVITIES AND THE DONORS WERE OFFERED CERTAIN BENEFITS FROM CCB FOR THEIR DONATIONS. 3556791 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 7 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARY ANN VACILEK 2195265868 3838 OAK LAWN AVENUE SUITE L150 DALLAS TX 75219 X X LESLIE DIERS CHAIRMAN 40.00 0.00 X X 0 0 0 SUSAN FARRIS CHAIRMAN-ELECT 5.00 0.00 X X 0 0 0 CARA FRENCH SECRETARY 0.50 0.00 X X 0 0 0 ELIZABETH GAMBRELL TREASURER 0.50 0.00 X X 0 0 0 PAM PERELLA MEMBER-AT-LARGE 0.25 0.00 X 0 0 0 TUCKER ENTHOVEN PAST BALL CHAIRMAN 0.10 0.00 X 0 0 0 CYNTHIA E ETHEL OFFICE MANAGER 40.00 0.00 X 123788 0 0 123788 0 0 1 0 0 0 TOM ADDIS PRODUCTIONS INC PO BOX 190425 DALLAS TX 75219 BALL DECOR 319942 1 8609762 866261 59411 9476023 433810 433810 394690 8609762 1831693 -1437003 -1437003 592610 236575 356035 356035 MISCELLANEOUS INCOME 900099 8973 8973 8973 8837838 0 0 -638185 3316885 3316885 341034 78438 61386 201210 101957 23450 18352 60155 58250 58250 110905 25508 19963 65434 378562 32868 25722 319972 -308 -70 -56 -182 33468 7698 6024 19746 PRINTING 142109 32685 25580 83844 SECURITY AND STORAGE 100966 25861 8767 66338 PUBLIC RELATIONS 49500 11385 8910 29205 DECORATIONS 9056 2083 1630 5343 814 814 4643198 3556791 176278 910129 8309894 8140592 146447 46982 177120 160375 546491 542430 19765 4061 26130192 33062618 34783418 41414628 110819 626936 4924431 2706885 93440 103200 53377 37364 5182067 3474385 X 19312333 24065965 10289018 13874278 29601351 37940243 34783418 41414628 X 4194640 4619102 -474850 X 0 1 X 1 0 X 9287917 9590347 9659007 7239398 9476024 45252693 9287917 9590347 9659007 7239398 9476024 45252693 4445326 40807367 276860 352986 448074 456358 433810 1968088 330 40 11709 8973 21052 47241833 0.86380 0.85900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2017 AMOUNT: $ 330. 2019 AMOUNT: $ 40. 2020 AMOUNT: $ 11,709. 2021 AMOUNT: $ 8,973. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27605419 510000 5183596 134897 33164118 22298283 2010000 4226748 800000 129612 27605419 15814156 2170000 4386000 71873 22298283 14127352 2665111 -598307 380000 15814156 11091019 1525925 1690408 180000 14127352 0.59171 0.40829 0 0 200762 196701 4061 345729 345729 0 4061 LEASE INCENTIVE 37364 37364 X 15833692 4619100 783334 2068268 7470702 8362990 474849 474849 8837839 7494800 783334 2068268 2851602 4643198 0 4643198 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE FUNDS FOR THE CRYSTAL CHARITY BALL'S OPERATING EXPENSES. A PORTION OF THE INTEREST AND/OR DIVIDEND INCOME IS DISTRIBUTED TO THE CRYSTAL CHARITY BALL TO HELP COVER OPERATING EXPENSES. THE ENDOWMENT FUND BOARD DETERMINES THE TIMING OF DISTRIBUTIONS AND PERCENTAGE OF INCOME TO BE DISTRIBUTED. DURING THE 2021 TAX YEAR, $134,897 OF ENDOWMENT GAINS WERE TRANSFERRED FOR SPENDING. PART X, LINE 2: CRYSTAL CHARITY COMPLIES WITH THE REQUIREMENTS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. CRYSTAL CHARITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THEREFORE, HAS RECORDED NO LIABILITY OR BENEFIT FOR SUCH POSITION FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE 2,042,543. RECLASS OF GAMING EXPENSE 25,725. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF GAMING CONTRIBUTIONS 474,849. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE 2,042,543. RECLASS OF GAMING EXPENSE 25,725. BALL 8095047 7724507 370540 438100 461491 132756 102720 666626 FASHION SHOW 909405 885255 24150 30000 9004452 8609762 394690 438100 461491 162756 102720 666626 1831693 -1437003 592610 236575 1 0.90000 592610 236575 236575 356035 TX 0 SEE PART IV. 0 1 0 1.00000 MARY ANN VACILEK 3838 OAK LAWN AVE SUITE L150 DALLAS TX 75219 0 0 SCHEDULE G, PART III, LINE 3 DURING 2021, THE CRYSTAL CHARITY BALL AWARDED VISA GIFT CARDS TOTALING $25,000 AS RAFFLE PRIZES. THIS AMOUNT IS REPORTED AS NON-CASH PRIZES ON FORM 990, SCHEDULE G, PART III, IN ACCORDANCE WITH TEXAS GAMING AUTHORITIES THAT CLASSIFIES GIFT CARDS AS NON-CASH EQUIVALENTS FOR TEXAS TAX PURPOSES. SCHEDULE G, PART III, LINE 9B THE CRYSTAL CHARITY BALL MANAGEMENT BELIEVES THAT THE ORGANIZATION DOES NOT CARRY ON GAMING ACTIVITIES AT A LEVEL THAT REQUIRES LICENSING IN THE STATE OF TEXAS. 1 CAFE MOMENTUM 1510 PACIFIC AVENUE DALLAS TX 75201 320384561 501(C)(3) 111000 0 SUPPORTING CAFE MOMENTUM'S INTERNSHIP PROGRAM IN THE COVID-19 ERA DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 751866204 501(C)(3) 322875 0 ADVOCACY FOR TEENS IN PROTECTIVE CARE DALLAS CHILDREN'S ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 752303404 501(C)(3) 776875 0 DCAC CORE PROGRAMS DALLAS SYMPHONY ASSOCIATION INC 2301 FLORA STREET DALLAS TX 75201 750705442 501(C)(3) 571875 0 SOUTHERN DALLAS RESIDENCY YOUTH EDUCATION NETWORK OF COMMUNITY MINISTRIES 741 S SHERMAN STREET RICHARDSON TX 75081 752060900 501(C)(3) 538510 0 IMPACT ON CHILDREN'S FOOD INSECURITY: A MOBILE PANTRY AND EDUCATOR-FOCUSED APPROACH PHOENIX HOUSE OF TEXAS INC 1910 PACIFIC AVENUE SUITE 10500 DALLAS TX 75201 133810073 501(C)(3) 263875 0 PHOENIX HOUSE TEXAS, HILL A. FEINBERG ACADEMY - SUBSTANCE USE AND MENTAL HEALTH TREATMENT SERVICES TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN STREET DALLAS TX 75219 750818178 501(C)(3) 116875 0 BOUNDLESS CENTENNIAL CAMPAIGN - DAY SURGERY RENOVATION ABILITY CONNECTION 8802 HARRY HINES BOULEVARD DALLAS TX 75235 750875525 501(C)(3) 98000 0 COVID-19 RELIEF CATCH UP & READ 6600 LBJ FREEWAY DALLAS TX 75240 453533496 501(C)(3) 74000 0 COVID-19 RELIEF CENTER FOR VISION HEALTH 5442 LA SIERRA DRIVE DALLAS TX 75231 750958408 501(C)(3) 75000 0 COVID-19 RELIEF CHILDREN'S MEDICAL CENTER FOUNDATION 2777 STEMMONS FREEWAY SUITE 700 DALLAS TX 75207 752062015 501(C)(3) 91000 0 COVID-19 RELIEF FOUNDATION FOR THE CALLIER CENTER FOR COMMUNICATION DISORDERS 1966 INWOOD ROAD DALLAS TX 75235 756035865 501(C)(3) 77000 0 COVID-19 RELIEF HEALING HANDS MINISTRIES 8515 GREENVILLE AVENUE DALLAS TX 75243 651259379 501(C)(3) 50000 0 COVID-19 RELIEF MOMMIES IN NEED INC 2904 FLOYD STREET DALLAS TX 75204 472248716 501(C)(3) 75000 0 COVID-19 RELIEF NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 751785357 501(C)(3) 70000 0 COVID-19 RELIEF 16 PART I, LINE 2: A MEMBER OF THE CRYSTAL CHARITY BALL IS PLACED ON THE BOARD OF EACH OF THE BENEFICIARIES FOR A PERIOD OF TWO YEARS TO ENSURE THE FUNDS ARE USED FOR THE PROJECT AND PURPOSE APPROVED BY THE CRYSTAL CHARITY BALL MEMBERSHIP. THE BENEFICIARIES ARE REQUIRED TO SEND FOLLOW UP REPORTS TO THE BALL CHAIRMAN TO REPORT ON THE USE OF THE FUNDS. X 1 101100 EST. FAIR VALUE X DONATED PRIZES 175 528100 EST. FAIR VALUE X MISCELLANEOUS 6 177650 EST. FAIR VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 25 INCLUDES PRIZES DONATED FOR THE 2021 CRYSTAL CHARITY BALL SILENT AUCTION. EXAMPLES OF DONATIONS INCLUDE: TICKETS TO SPORTING EVENTS, JEWELRY, ELECTRONICS, GIFT CARDS, AND OTHER VARIOUS PRIZES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CRYSTAL CHARITY BALL (CCB) HAVE THE FOLLOWING RIGHTS: TO VOTE ON WHICH CHARITIES WILL RECEIVE DONATIONS FROM CCB; TO APPROVE AMENDMENTS TO CCB'S ARTICLES OF INCORPORATION; TO APPROVE A MERGER OR CONSOLIDATION OF CCB WITH ANOTHER ORGANIZATION; TO APPROVE THE LEASE, SALE, OR EXCHANGE OF CCB'S PROPERTY AND ASSETS; AND TO APPROVE THE DISSOLUTION, LIQUIDATION, AND WIND-DOWN OF CCB'S AFFAIRS. FORM 990, PART VI, SECTION A, LINE 7A THE BALL CHAIRMAN SELECTS THE MEMBERS OF THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE LEADERSHIP SELECTION COMMITTEE SHALL BE COMPOSED OF A CHAIRMAN, WHO SHALL BE A PAST BALL CHAIRMAN APPOINTED BY THE BALL CHAIRMAN-ELECT; THE BALL CHAIRMAN-ELECT; AND AT LEAST SIX (6) ACTIVE COMMITTEE CHAIRMEN OR ASSISTANT COMMITTEE CHAIRMEN FOR THE CURRENT YEAR, APPOINTED BY THE LEADERSHIP SELECTION COMMITTEE AND THE BALL CHAIRMAN-ELECT. THEY SHALL RECEIVE RECOMMENDATIONS FOR ACTIVE AND ASSOCIATE MEMBERS FOR THE POSITION OF BALL CHAIRMAN-ELECT AND SHALL SELECT A BALL CHAIRMAN-ELECT. THE SECRETARY AND THE TREASURER SHALL BE APPOINTED BY THE BALL CHAIRMAN WITH WHOM THEY WILL SERVE AND SHALL SERVE TERMS CONCURRENT WITH THE TERM OF THAT BALL CHAIRMAN. THE MEMBERSHIP COMMITTEE IS COMPOSED OF THE CHAIRMAN AND FOUR MEMBERS APPOINTED BY THE INCOMING BALL CHAIRMAN. THE COMMITTEE SHALL RECEIVE MEMBERSHIP PROPOSALS, VERIFY THE INFORMATION ON EACH PROPOSAL, AND MONITOR THE VOTING FOR NEW MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CRYSTAL CHARITY BALL HIRES A LOCAL INDEPENDENT PUBLIC ACCOUNTING FIRM EXPERIENCED IN THE PREPARATION OF FORMS 990 TO PREPARE THE RETURN. THE CONTROLLER WORKS CLOSELY WITH THE PAID PREPARER IN GATHERING THE INFORMATION REQUIRED. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE. AFTER UPDATING THE RETURN WITH AUDIT COMMITTEE MEMBERS' COMMENTS OR RECOMMENDATIONS, THE COMPLETE RETURN, ALONG WITH AUDITED FINANCIAL STATEMENTS, IS ELECTRONICALLY DELIVERED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. UPON CONSENSUS, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CRYSTAL CHARITY BALL'S WRITTEN CONFLICT OF INTEREST POLICY. ALL CONFLICTS AND POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED TO THE BALL CHAIRMAN AT THE EARLIEST POSSIBLE TIME UPON RECOGNITION OF THE CIRCUMSTANCES WHICH GIVE RISE TO THE CONFLICT. IN ADDITION, CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY AND SUBMITTED TO THE BALL CHAIRMAN, OR THE BALL CHAIRMAN'S DESIGNEE, WITHIN 60 DAYS AFTER THE BEGINNING OF EACH CALENDAR YEAR. THE INFORMATION PROVIDED IS SUBSEQUENTLY REVIEWED BY THE INTERNAL MANAGEMENT OF CCB AND APPROPRIATE ACTION IS TAKEN AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 AS STATED IN ITS BY-LAWS, THE CRYSTAL CHARITY BALL DOES NOT COMPENSATE ITS OFFICERS OR BOARD MEMBERS. THEREFORE, NO FORMAL PROCESS HAS BEEN IMPLEMENTED FOR DETERMINING THE COMPENSATION OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 CRYSTAL CHARITY BALL'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST, WITH APPROVAL OF THE BALL CHAIRMAN. THE BY-LAWS ARE PUBLISHED EACH YEAR IN THE ORGANIZATION'S DIRECTORY, WHICH IS DISTRIBUTED TO ALL ACTIVE AND INACTIVE MEMBERS AND ALL PAST BALL CHAIRMEN. THE INFORMATION IN THE FORM 990 IS PUBLIC INFORMATION, AND IS AVAILABLE UPON REQUEST FROM THE CRYSTAL CHARITY BALL. FORM 990, PART VII, SECTION A, LINE 1A A BALL CHAIRMAN IS ELECTED EACH YEAR TO SERVE ON THE BOARD OF DIRECTORS. THE BALL CHAIRMAN FUNCTIONS AS THE CHIEF EXECUTIVE OFFICER AND RECEIVES NO SALARY OR BENEFITS SERVING IN THIS ROLE. ACCORDINGLY, BECAUSE NO SALARY IS PAID TO THIS INDIVIDUAL, THERE IS NO PROCESS FOR DETERMINING OFFICER SALARY. FORM 990, PART XI, LINE 9: RECLASS OF GAMING TICKETS -474,850.