2021-01-26T14:39:47-06:00 2020-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2019-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 LINDA BRADFORD DIRECTOR OF FINANCE AND ACCOUNTING 8177630207 2020-12-02 1 CHRISTY CATES P00440503 8172599100 2019 2022-09-23 18:48:47Z LINDA BRADFORD 1540 MALL CIRCLE FORT WORTH TX 76116 13596142 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. 48 46 406 45 0 0 5138455 8457028 5375146 4747515 0 -4903 158691 103312 10672292 13302952 135808 55470 0 0 5256765 4869211 0 0 470863 3900227 3828684 9292800 8753365 1379492 4549587 4425550 9391976 1105466 1522305 3320084 7869671 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 6081194 3263411 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. 1257400 55470 1406534 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. 127258 122540 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. 7465852 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 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 91 0 1 406 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 46 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 ANNE T BASS CHAIRMAN 3.00 X X 0 0 0 TOM BESSANT VICE-CHAIRMAN 1.00 X X 0 0 0 CAMILLE R COMEAU TREASURER 2.00 X X 0 0 0 JAMES MEINTJES SECRETARY 1.00 X X 0 0 0 GLENN ADAMS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBERT M BASS BOARD OF GOVERNORS 1.00 X 0 0 0 JILL FISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 ELIZABETH FLEISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 MARY LYNN GARRETT BOARD OF GOVERNORS 2.00 X 0 0 0 TERA GARVEY BOARD OF GOVERNORS 1.00 X 0 0 0 PAMELA KRICK BOARD OF GOVERNORS 1.00 X 0 0 0 BOND MALONE BOARD OF GOVERNORS 1.00 X 0 0 0 KATHRIN MALONE BOARD OF GOVERNORS 1.00 X 0 0 0 JANET RICE BOARD OF GOVERNORS 1.00 X 0 0 0 WHITNEY STRAUSS BOARD OF GOVERNORS 1.00 X 0 0 0 AMY WALTON BOARD OF GOVERNORS 1.00 X 0 0 0 AARON WARREN BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN WORTHINGTON ARENA BOARD OF GOVERNORS 1.00 X 0 0 0 KATIE BOCK BOARD OF GOVERNORS 1.00 X 0 0 0 LEIGH BORNITZ BOARD OF GOVERNORS 1.00 X 0 0 0 ANNE MARIE BRATTON BOARD OF GOVERNORS 1.00 X 0 0 0 CRAWFORD BROCK BOARD OF GOVERNORS 1.00 X 0 0 0 SUSAN BUTT BOARD OF GOVERNORS 1.00 X 0 0 0 NANCY CARLSON BOARD OF GOVERNORS 1.00 X 0 0 0 RACHEL DALTON BOARD OF GOVERNORS 1.00 X 0 0 0 ADRIANNE DEEM BOARD OF GOVERNORS 1.00 X 0 0 0 JENNY DUPREE BOARD OF GOVERNORS 1.00 X 0 0 0 TRACY FITZ BOARD OF GOVERNORS 1.00 X 0 0 0 BELEN GARREN 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 RANDELL GOSS BOARD OF GOVERNORS 1.00 X 0 0 0 KIM HEXT BOARD OF GOVERNORS 1.00 X 0 0 0 L KEITH HUGHES BOARD OF GOVERNORS 1.00 X 0 0 0 BRYAN KING BOARD OF GOVERNORS 1.00 X 0 0 0 GAYLORD LUMMIS BOARD OF GOVERNORS 1.00 X 0 0 0 LIBBY MANNING BOARD OF GOVERNORS 1.00 X 0 0 0 MARIBETH MILLER BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON M NOLAN BOARD OF GOVERNORS 1.00 X 0 0 0 SCOTT ORR BOARD OF GOVERNORS 1.00 X 0 0 0 DANA PORTER BOARD OF GOVERNORS 1.00 X 0 0 0 MADOLIN ROSENTHAL BOARD OF GOVERNORS 1.00 X 0 0 0 CAPERA RYAN BOARD OF GOVERNORS 1.00 X 0 0 0 CYNTHIA SIEGEL BOARD OF GOVERNORS 1.00 X 0 0 0 RENEE WALSH BOARD OF GOVERNORS 1.00 X 0 0 0 NIKKI WEBB BOARD OF GOVERNORS 1.00 X 0 0 0 JENNIFER WILLIAMSON BOARD OF GOVERNORS 1.00 X 0 0 0 SAMANTHA WORTLEY BOARD OF GOVERNORS 1.00 X 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 40.00 X 188624 0 4599 BEN STEVENSON ARTISTIC DIRECTOR 40.00 X 186691 0 9012 375315 0 13611 2 0 1 0 SCHAEFER ADVERTISING CO LTD 1228 S ADAMS STREET FORT WORTH TX 76104 MARKETING CONSULTANT 479690 PERFORMING ARTS FORT WORTH 330 E 4TH STREET SUITE 300 FORT WORTH TX 76102 PERFORMANCE SERVICES 387528 THE DALLAS OPERA 2403 FLORA STREET SUITE 500 DALLAS TX 75201 MUSICAL PERFORMANCES 190054 3 846053 7610975 8457028 ADMISSIONS & PERFORMANCES 711120 3218441 3218441 SCHOOL TUITION 611600 1271861 1271861 OTHER SCHOOL REVENUE 611600 134673 134673 COMMUNITY OUTREACH 900099 122540 122540 4747515 74312 44037 0 11523 74312 32514 106826 32514 74312 4903 -4903 -4903 -4903 212090 846053 232963 -20873 -20873 61160 43801 17359 17359 13302952 4792485 0 53439 55470 55470 392136 129405 129405 133326 3803571 3456684 212888 133999 62887 48636 10587 3664 322339 123314 99558 99467 288278 236493 28472 23313 311695 229630 82065 585163 585163 58732 2345 54042 2345 8002 3041 2961 2000 58567 58567 897501 871515 15286 10700 27477 27477 437311 321133 104560 11618 76826 76826 OTHER PRODUCTION 818699 818699 PRODUCTION MUSIC 403080 403080 MISCELLANEOUS 145631 95200 50431 8753365 7465852 816650 470863 1509659 1457601 275000 324980 541774 287510 61173 39677 66064 66064 263280 127032 10315984 3640593 959991 6675391 748609 413721 4425550 9391976 375843 264502 729623 355303 0 902500 1105466 1522305 X 2272587 6765247 1047497 1104424 3320084 7869671 4425550 9391976 4549587 0 X X 0 1 X 1 0 X 3716645 3756411 3126358 5138455 8457028 24194897 3716645 3756411 3126358 5138455 8457028 24194897 9179633 15015264 35 50 416 1893 1881 4275 24199172 0.62050 0.73760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 327537 1881 329418 325644 1893 327537 175228 150000 416 325644 175178 50 175228 175143 35 175178 0.00000 0.98660 0.01340 0 0 2835000 2835000 1679889 34998 1644891 2118576 677751 1440825 2994284 2483136 511148 688235 444708 243527 6675391 SBA - PPP LOAN 902500 902500 X 13505312 202506 55324 257830 13247482 55470 55470 13302952 8955725 202506 55324 257830 8697895 55470 55470 8753365 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. FASHION SHOW 630190 506851 123339 489 51812 44474 4300 45314 GALA 208350 208350 336 5875 6 219601 130852 88749 9801 42522 6902 1396 19743 1058141 846053 212088 10626 94334 51376 5696 70932 232964 -20876 0 SCHOLARSHIPS 34 55470 FMV X X X 0 0 0 0 0 0 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 176624 0 0 0 12000 0 4292 0 307 0 193223 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 174691 0 0 0 12000 0 7465 0 1547 0 195703 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 X 2 100000 FMV 0 0 0 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.