2020-02-24T09:53:08-06:00 2019-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2018-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 LINDA BRADFORD DIRECTOR OF FINANCE AND ACCOUNTING 8177630207 2020-02-04 1 CHRISTY CATES P00440503 8172599100 71.131.70.48 2020-02-04 18:04:32 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C9CC508B603D8A41B6E0CF17653875976BD10DA7 2018 2020-04-17 16:48:07Z LINDA BRADFORD 1540 MALL CIRCLE FORT WORTH TX 76116 11042485 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 46 364 50 0 0 3126358 5138455 5644458 5375146 -3524 0 115889 158691 8883181 10672292 89100 135808 0 0 5023689 5256765 0 0 473459 3640299 3900227 8753088 9292800 130093 1379492 3129628 4425550 1189036 1105466 1940592 3320084 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 6705607 3626426 TEXAS BALLET THEATER PROVIDED 56 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 64,084 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2019. INCLUDED IN THE PRODUCTIONS WERE TWO COMPANY PREMIERES - "IN THE MIDDLE, SOMEWHAT ELEVATED" BY WILLIAM FORSYTHE AND "GHOST DANCES" BY CHRISTOPHER BRUCE. THE COMPANY ALSO PRESENTED ONE U.S. PREMIERE, "PINOCCHIO" BY WILL TUCKETT AND ONE WORLD PREMIERE, "11;11" BY ANDRE SILVA. OTHER PRODUCTIONS INCLUDED FAMILY FAVORITES "THE NUTCRACKER", "CINDERELLA", AND "CLEOPATRA" BY BEN STEVENSON. 1207155 135808 1724454 PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 540 STUDENTS ATTENDED DURING THE FISCAL YEAR ENDED JUNE 30, 2019. 163033 123110 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 1,150 K - 8TH GRADERS IN PARTICIPATING SCHOOLS IN ARLINGTON, BURLESON, DALLAS, FORT WORTH, AND RICHARDSON INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 47 NORTH TEXAS SCHOOLS AND 1 CHILDREN'S ORGANIZATIONS DURING THE FISCAL YEAR ENDED JUNE 30, 2019. 8075795 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 88 0 1 364 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 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 NICOLE FIRESTONE 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 LORI HALEY BOARD OF GOVERNORS 1.00 X 0 0 0 PAMELA KRICK BOARD OF GOVERNORS 1.00 X 0 0 0 LAURI LAWRENCE 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 WATSON BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN ARENA 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 TRACY FITZ BOARD OF GOVERNORS 1.00 X 0 0 0 STEVEN H GENDLER 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 GAYLORD LUMMIS BOARD OF GOVERNORS 1.00 X 0 0 0 KRISTA MANNING BOARD OF GOVERNORS 1.00 X 0 0 0 EVELYN MERRILL BOARD OF GOVERNORS 1.00 X 0 0 0 MARIBETH MILLER BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON 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 AMANDA SHUFELDT 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 SUSAN YOUNG BOARD OF GOVERNORS 1.00 X 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 40.00 X 190013 0 2642 BEN STEVENSON ARTISTIC DIRECTOR 40.00 X 185148 0 8638 375161 0 11280 2 0 1 0 PERFORMING ARTS FORT WORTH 330 E 4TH STREET SUITE 300 FORT WORTH TX 76102 PERFORMANCE SERVICES 513304 SCHAEFER ADVERTISING CO LTD 1228 S ADAMS STREET FORT WORTH TX 76104 MARKETING CONSULTANT 391860 FIRST & CENTER LLC 929 E 2ND STREET SUITE 101 LOS ANGELES CA 90012 LEASING SERVICES 247806 FORT WORTH SYMPHONY ORCHESTRA 330 E 4TH STREET SUITE 200 FORT WORTH TX 76102 MUSICAL PERFORMANCES 210389 THE DALLAS OPERA 2403 FLORA STREET SUITE 500 DALLAS TX 75201 MUSICAL PERFORMANCES 121000 7 729313 4409142 5138455 ADMISSIONS & PERFORMANCES 711120 3527582 3527582 SCHOOL TUITION 611600 1698443 1698443 COMMUNITY OUTREACH 900099 123110 123110 OTHER SCHOOL REVENUE 611600 26011 26011 5375146 76486 0 76486 76486 76486 395540 729313 335693 59847 59847 56858 34500 22358 22358 10672292 5473990 0 59847 135808 135808 383051 126407 126407 130237 3489727 3258769 205815 25143 61895 50213 8207 3475 1023282 858392 79384 85506 298810 258780 25303 14727 250240 185513 64727 650792 543572 107220 63508 2691 58126 2691 5466 2077 2022 1367 84222 84222 1163646 1119915 25724 18007 64836 64836 226778 157649 64716 4413 83115 83115 OTHER PRODUCTION 662360 662360 PRODUCTION MUSIC 464354 464354 MISCELLANEOUS 180910 100237 80673 9292800 8075795 743546 473459 446743 1509659 225000 275000 696317 541774 72516 61173 66064 66064 273849 263280 4284440 3324449 1229186 959991 119953 748609 3129628 4425550 271981 375843 917055 729623 1189036 1105466 X 559948 2272587 1055644 722497 325000 325000 1940592 3320084 3129628 4425550 1379492 0 X X 0 1 X 1 0 X 3533428 3716645 3756411 3126358 5138455 19271297 3533428 3716645 3756411 3126358 5138455 19271297 5052846 14218451 3395 35 50 416 1893 5789 19277086 0.73760 0.81760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 325644 1893 327537 175228 150000 416 325644 175178 50 175228 175143 35 175178 75000 100000 143 175143 0.00000 0.99230 0.00770 0 0 752661 540389 212272 3010758 2385298 625460 521021 398762 122259 959991 LICENSING AND PERFORMANCE RIGHTS 467224 OTHER ASSETS 281385 748609 X 11197838 292083 369271 661354 10536484 135808 135808 10672292 9818346 292083 369271 661354 9156992 135808 135808 9292800 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: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 335,693. COST OF GOODS SOLD 34,500. RENTAL EXPENSES -922. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 135,808. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 335,693. COST OF GOODS SOLD 34,500. RENTAL EXPENSES -922. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 135,808. FASHION SHOW 520125 355814 164311 15912 36563 37407 4250 23509 GALA 281875 219620 62255 767 22125 25125 8850 13211 6 322853 153879 168974 25231 48469 23248 9941 41085 1124853 729313 395540 41910 107157 85780 23041 77805 335693 59847 0 SCHOLARSHIPS 81 135808 FMV X X X 0 0 0 0 0 0 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 178013 0 0 0 12000 0 2479 0 163 0 192655 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 173148 0 0 0 12000 0 7406 0 1232 0 193786 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.