TEXAS BALLET THEATER INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS BALLET THEATER INC (EIN 84-1622654)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-26
- IRS object ID
- 202110269349300936
- Schema version
- 2019v5.1
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-26T14:39:47-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841622654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS BALLET THEATER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8177630207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 MALL CIRCLE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BRADFORD | PersonNm |
| Person Title | DIRECTOR OF FINANCE AND ACCOUNTING | PersonTitleTxt |
| Phone | 8177630207 | PhoneNum |
| Signature | 2020-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTY CATES | PreparerPersonNm |
| PTIN | P00440503 | PTIN |
| Phone | 8172599100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA BRADFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 MALL CIRCLE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,596,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TEXASBALLETTHEATER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 406 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,138,455 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,457,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,375,146 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,747,515 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$4,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,691 | PYOtherRevenueAmt |
| CY Other Revenue | $103,312 | CYOtherRevenueAmt |
| PY Total Revenue | $10,672,292 | PYTotalRevenueAmt |
| CY Total Revenue | $13,302,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $135,808 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,470 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,256,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,869,211 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $470,863 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,900,227 | PYOtherExpensesAmt |
| CY Other Expenses | $3,828,684 | CYOtherExpensesAmt |
| PY Total Expenses | $9,292,800 | PYTotalExpensesAmt |
| CY Total Expenses | $8,753,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,379,492 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,549,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,425,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,391,976 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,105,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,522,305 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,320,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,869,671 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,081,194 | ExpenseAmt |
| Revenue | $3,263,411 | RevenueAmt |
| Desc | TEXAS BALLET THEATER PROVIDED 43 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 52,792 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2020. THE COMPANY PRESENTED ONE WORLD PREMIERE, "FIREBIRD" BY MA CONG AND BROUGHT BACK JONATHAN WATKINS "CRASH". OTHER PRODUCTIONS INCLUDED FAMILY FAVORITES "THE NUTCRACKER", AND "SLEEPING BEAUTY" BY BEN STEVENSON. DUE TO THE COVID-19 PANDEMIC 14 SHOWS WERE CANCELLED INCLUDING THE WORLD PREMIER OF BEN STEVENSON'S "A MIDSUMMER NIGHTS' DREAM" SCHEDULED FOR MAY 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,257,400 | ExpenseAmt |
| Grant | $55,470 | GrantAmt |
| Revenue | $1,406,534 | RevenueAmt |
| Desc | PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 522 STUDENTS ATTENDED DURING THE FISCAL YEAR ENDED JUNE 30, 2020. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $127,258 | ExpenseAmt |
| Revenue | $122,540 | RevenueAmt |
| Desc | 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 1,004 K - 8TH GRADERS IN PARTICIPATING SCHOOLS IN BURLESON, DALLAS, FORT WORTH, AND RICHARDSON INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 49 NORTH TEXAS SCHOOLS AND 1 CHILDREN'S ORGANIZATIONS DURING THE FISCAL YEAR ENDED JUNE 30, 2020. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,465,852 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | 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 | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 406 | 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | LINDA BRADFORD | PersonNm |
| Phone | 8177630207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 MALL CIRCLE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANNE T BASS | |||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM BESSANT | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAMILLE R COMEAU | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES MEINTJES | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLENN ADAMS | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M BASS | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL FISCHER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FLEISCHER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LYNN GARRETT | |||||||
| BOARD OF GOVERNORS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERA GARVEY | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA KRICK | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOND MALONE | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRIN MALONE | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET RICE | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WHITNEY STRAUSS | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY WALTON | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON WARREN | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN WORTHINGTON ARENA | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE BOCK | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH BORNITZ | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MARIE BRATTON | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAWFORD BROCK | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BUTT | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CARLSON | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL DALTON | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIANNE DEEM | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY DUPREE | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY FITZ | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BELEN GARREN | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN H GENDLER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GLASSMOYER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDELL GOSS | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM HEXT | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| L KEITH HUGHES | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN KING | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAYLORD LUMMIS | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIBBY MANNING | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIBETH MILLER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON M NOLAN | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT ORR | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA PORTER | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADOLIN ROSENTHAL | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAPERA RYAN | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA SIEGEL | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE WALSH | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI WEBB | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER WILLIAMSON | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMANTHA WORTLEY | |||||||
| BOARD OF GOVERNORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA LOGAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $188,624 | $0 | $4,599 | Yes (X) | ||
| BEN STEVENSON | |||||||
| ARTISTIC DIRECTOR | 40.00 | $186,691 | $0 | $9,012 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $375,315 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHAEFER ADVERTISING CO LTD | |||||
| 1228 S ADAMS STREET | FORT WORTH | TX | 76104 | MARKETING CONSULTANT | $479,690 |
| PERFORMING ARTS FORT WORTH | |||||
| 330 E 4TH STREET SUITE 300 | FORT WORTH | TX | 76102 | PERFORMANCE SERVICES | $387,528 |
| THE DALLAS OPERA | |||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | MUSICAL PERFORMANCES | $190,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $846,053 | FundraisingAmt |
| All Other Contributions | $7,610,975 | AllOtherContributionsAmt |
| Total Contributions | $8,457,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS & PERFORMANCES | 711120 | $3,218,441 | $3,218,441 |
| SCHOOL TUITION | 611600 | $1,271,861 | $1,271,861 |
| OTHER SCHOOL REVENUE | 611600 | $134,673 | $134,673 |
| COMMUNITY OUTREACH | 900099 | $122,540 | $122,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,747,515 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,312 | RealAmt |
| Personal | $44,037 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $11,523 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,312 | RealAmt |
| Personal | $32,514 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,514 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $74,312 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,903 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,903 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,903 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $212,090 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $846,053 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $232,963 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,873 | TotalRevenueColumnAmt |
| Exclusion | -$20,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $61,160 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $43,801 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,359 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,302,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,792,485 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,439 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,470 | TotalAmt |
| Program Services | $55,470 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,136 | TotalAmt |
| Program Services | $129,405 | ProgramServicesAmt |
| Management And General | $129,405 | ManagementAndGeneralAmt |
| Fundraising | $133,326 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,571 | TotalAmt |
| Program Services | $3,456,684 | ProgramServicesAmt |
| Management And General | $212,888 | ManagementAndGeneralAmt |
| Fundraising | $133,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,887 | TotalAmt |
| Program Services | $48,636 | ProgramServicesAmt |
| Management And General | $10,587 | ManagementAndGeneralAmt |
| Fundraising | $3,664 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,339 | TotalAmt |
| Program Services | $123,314 | ProgramServicesAmt |
| Management And General | $99,558 | ManagementAndGeneralAmt |
| Fundraising | $99,467 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,278 | TotalAmt |
| Program Services | $236,493 | ProgramServicesAmt |
| Management And General | $28,472 | ManagementAndGeneralAmt |
| Fundraising | $23,313 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,695 | TotalAmt |
| Program Services | $229,630 | ProgramServicesAmt |
| Management And General | $82,065 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,163 | TotalAmt |
| Program Services | $585,163 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,732 | TotalAmt |
| Program Services | $2,345 | ProgramServicesAmt |
| Management And General | $54,042 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,002 | TotalAmt |
| Program Services | $3,041 | ProgramServicesAmt |
| Management And General | $2,961 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,567 | TotalAmt |
| Program Services | $58,567 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,501 | TotalAmt |
| Program Services | $871,515 | ProgramServicesAmt |
| Management And General | $15,286 | ManagementAndGeneralAmt |
| Fundraising | $10,700 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,477 | TotalAmt |
| Program Services | $27,477 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,311 | TotalAmt |
| Program Services | $321,133 | ProgramServicesAmt |
| Management And General | $104,560 | ManagementAndGeneralAmt |
| Fundraising | $11,618 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,826 | TotalAmt |
| Management And General | $76,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OTHER PRODUCTION | $818,699 | $818,699 | |
| PRODUCTION MUSIC | $403,080 | $403,080 | |
| MISCELLANEOUS | $145,631 | $95,200 | $50,431 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,753,365 | TotalAmt |
| Program Services | $7,465,852 | ProgramServicesAmt |
| Management And General | $816,650 | ManagementAndGeneralAmt |
| Fundraising | $470,863 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,509,659 | BOYAmt |
| EOY | $1,457,601 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,000 | BOYAmt |
| EOY | $324,980 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,774 | BOYAmt |
| EOY | $287,510 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,173 | BOYAmt |
| EOY | $39,677 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,064 | BOYAmt |
| EOY | $66,064 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,280 | BOYAmt |
| EOY | $127,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,315,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,640,593 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,991 | BOYAmt |
| EOY | $6,675,391 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,609 | BOYAmt |
| EOY | $413,721 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,425,550 | BOYAmt |
| EOY | $9,391,976 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,843 | BOYAmt |
| EOY | $264,502 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,623 | BOYAmt |
| EOY | $355,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $902,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,466 | BOYAmt |
| EOY | $1,522,305 | 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 | $2,272,587 | BOYAmt |
| EOY | $6,765,247 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,497 | BOYAmt |
| EOY | $1,104,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,320,084 | BOYAmt |
| EOY | $7,869,671 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,425,550 | BOYAmt |
| EOY | $9,391,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,549,587 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $3,716,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,756,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,126,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,138,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,457,028 | CurrentTaxYearAmt |
| Total | $24,194,897 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,716,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,756,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,126,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,138,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,457,028 | CurrentTaxYearAmt |
| Total | $24,194,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,179,633 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,015,264 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,881 | CurrentTaxYearAmt |
| Total | $4,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,199,172 | TotalSupportAmt |
| Public Support CY170 | 0.62050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73760 | 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 | $327,537 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,881 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $329,418 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,644 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,893 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $327,537 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,228 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $416 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $325,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,178 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $175,228 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,143 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $175,178 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01340 | TermEndowmentBalanceEOYPct |
| 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 | $2,835,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,835,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,679,889 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,998 | DepreciationAmt |
| Book Value | $1,644,891 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,118,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $677,751 | DepreciationAmt |
| Book Value | $1,440,825 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,994,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,483,136 | DepreciationAmt |
| Book Value | $511,148 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $688,235 | OtherCostOrOtherBasisAmt |
| Depreciation | $444,708 | DepreciationAmt |
| Book Value | $243,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,675,391 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SBA - PPP LOAN | Desc |
| Amt | $902,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $902,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,505,312 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $202,506 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $55,324 | OtherRevenueAmt |
| Revenue Not Reported | $257,830 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,247,482 | RevenueSubtotalAmt |
| Other Revenues Not Included | $55,470 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $55,470 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,302,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,955,725 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $202,506 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $55,324 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $257,830 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,697,895 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $55,470 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $55,470 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,753,365 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 43,801. RENTAL EXPENSES 11,523. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 55,470. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 43,801. RENTAL EXPENSES 11,523. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 55,470. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FASHION SHOW | Event1Nm |
| Gross Receipts Event1 | $630,190 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $506,851 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $123,339 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $489 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $51,812 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,474 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $45,314 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $208,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $208,350 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $336 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $5,875 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $219,601 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $130,852 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $88,749 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $9,801 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $42,522 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,902 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,396 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $19,743 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,058,141 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $846,053 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $212,088 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,626 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $94,334 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,376 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,696 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,932 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $232,964 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,876 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 34 | RecipientCnt |
| Cash Grant | $55,470 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VANESSA LOGAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $176,624 | $0 | $0 | $0 | $12,000 | $0 | $4,292 | $0 | $307 | $0 | $193,223 | $0 | $0 | $0 |
| BEN STEVENSON | ||||||||||||||
| ARTISTIC DIRECTOR | $174,691 | $0 | $0 | $0 | $12,000 | $0 | $7,465 | $0 | $1,547 | $0 | $195,703 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN STEVENSON | PersonNm |
| Relationship With Org | ARTISTIC DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | DOWN PAYMENT TO PURCHASE HOME | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $41,442 | OriginalPrincipalAmt |
| Balance Due | $66,064 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $66,064 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 2 | KATHERIN AND BOND MALONE 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 MANAGING 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. |
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