2020-07-15T12:28:59-05:00 2019-06-30 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2018-07-01 510163294 BALLET LUBBOCK BALL 8067853090 5702 GENOA AVE LUBBOCK TX 79424 NICHOLAS DRAGGA EXECUTIVE DIRECTOR 8067853090 2020-07-15 1 MATT R WILLIS P00419741 8067473806 2020-07-15 X 65.182.80.152 2020-07-15 10:23:45 CD P 354F2C85815E891F69A104B317784F1A30FA2820 63C74B8E815B1F0816197D2F3E7BFD2222AD4123 2018 2021-01-29 14:40:06Z NICHOLAS DRAGGA 5702 GENOA AVE LUBBOCK TX 79424 4012593 0 X WWW.BALLETLUBBOCK.ORG X 1969 TX BALLET LUBBOCK CHANGES LIVES. AS A PRE-PROFESSIONAL DANCE SCHOOL, WE ENHANCE OUR COMMUNITY THROUGH PREMIER DANCE TRAINING, PERFORMANCES, AND OUTREACH. 18 18 33 150 55698 -50 801926 604404 601173 634528 20698 20110 72958 94456 1496755 1353498 14090 14987 0 0 559105 626273 0 0 87596 498897 436100 1072092 1077360 424663 276138 3688033 3959124 37383 88085 3650650 3871039 BALLET LUBBOCK CHANGES LIVES. AS A PRE-PROFESSIONAL DANCE SCHOOL, WE ENHANCE OUR COMMUNITY THROUGH PREMIER DANCE TRAINING, PERFORMANCES, AND OUTREACH. 0 0 861791 14987 634528 HIGH CALIBER AND ENGAGING CLASSICAL BALLET INSTRUCTION TO MEMBERS OF THE COMMUNITY AT ACCESSIBLE TUITION RATES WITH SCHOLARSHIP AND TUITION SUPPORT.INSPIRING, IMAGINATIVE, AND ENAGING PERFOMANCE OF BALLET AT AFFORDABLE AND FREE ADMISSION RATES IN ORDER TO ENGAGE ALL POCKETS OF OUR SOCIETY. 861791 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 33 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X NICHOLAS DRAGGA 8067853090 5702 GENOA AVE LUBBOCK TX 79424 KATHLEEN BURRELL PRESIDENT 1.00 X X 0 0 0 CHRIS GRIFFITH VICE PRESIDENT 1.00 X X 0 0 0 HELEN LIGGETT SECRETATRY 0.50 X X 0 0 0 NATHANIEL WRIGHT TREASURER 1.00 X X 0 0 0 HALEY BROOKS DIRECTOR 1.00 X 0 0 0 SOFIA DAVILA DIRECTOR 1.00 X 0 0 0 LADONNA ELLIOT DIRECTOR 1.00 X 0 0 0 STEPHEN FAULK DIRECTOR 1.00 X 0 0 0 RYAN HENRY DIRECTOR 1.00 X 0 0 0 SHYRLE HILL DIRECTOR 1.00 X 0 0 0 SOMER JAYNES DIRECTOR 1.00 X 0 0 0 ROGER KARR DIRECTOR 7/18 - 1/19 1.00 X 0 0 0 AMANDA KUHN DIRECTOR 1.00 X 0 0 0 WYATT LEAVELL DIRECTOR 0.50 X 0 0 0 JO MOORE DIRECTOR 7/18 - 5/19 1.00 X 0 0 0 JOHN SALTER DIRECTOR 1.00 X 0 0 0 SCOTT SHARP DIRECTOR 1.00 X 0 0 0 SARAH SKELTON DIRECTOR 1.00 X 0 0 0 DIANE ST CLAIR DIRECTOR 1.00 X 0 0 0 LAUREN SULLIVAN DIRECTOR 0.25 X 0 0 0 HOLLY RUSSELL DIRECTOR 1.00 X 0 0 0 ROBERT KOLLMAN DIRECTOR 0.25 X 0 0 0 NICHOLAS DRAGGA EXECUTIVE DIRECTOR 50.00 X 112185 0 0 112185 0 0 1 0 0 0 0 80433 523971 604404 PERFORMANCE INCOME 711120 327464 327464 TUITION INCOME 711120 307064 307064 634528 15688 15688 1052 0 1052 1052 1052 1152651 1148229 4422 4422 4422 81833 80433 53298 28535 28535 1508423 1441988 66435 55698 10737 14014 15580 -1566 -1566 1353498 634528 55698 58868 14987 14987 121611 99721 8513 13377 447848 367467 28641 51740 12347 10495 988 864 44467 36463 3113 4891 29052 29052 2681 2681 18768 18768 28191 28191 9668 4065 3669 1934 6946 2084 3473 1389 38645 29449 7264 1932 11962 5981 5981 17943 15252 1794 897 13984 11887 1398 699 NUTCRACKER PERFORMANCE 147856 147856 SPRING PERFORMANCE 53219 53219 ALL OTHER EXPENSES 25432 7103 10417 7912 SUMMER WORKSHOP 11498 11498 20255 13392 4902 1961 1077360 861791 127973 87596 378831 469817 456478 492360 818679 322770 5215 29338 11903 7955 9800 754382 339266 433059 415116 1587816 2208020 3688033 3959124 35276 76296 2107 11789 37383 88085 X 2062835 3476859 1587815 394180 3650650 3871039 3688033 3959124 X 276138 20663 -76412 0 X X 0 1 X 1 0 X 1591695 569439 731430 801926 604404 4298894 630933 723957 798541 601173 634528 3389132 799875 867391 141801 580399 519279 2908745 3022503 2160787 1671772 1983498 1758211 10596771 0 1333588 364843 312650 2011081 1333588 364843 312650 2011081 8585690 1470 2266 10696 18622 16740 49794 1470 2266 10696 18622 16740 49794 2011 2011 3023973 2163053 1682468 2004131 1774951 10648576 0.80630 0.79310 0.00470 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159957 16345 12617 188919 152520 7437 159957 166159 -13639 152520 0.97330 0.02670 0 0 79061 79061 595569 265360 330209 79752 73906 5846 415116 EXPRESS II UNIT ACCOUNTING TRUST 50000 BUDDY HOLLEY PERFORMANCE HALL 2158020 2208020 X 1506634 20663 66276 68878 155817 1350817 2681 2681 1353498 1209833 66276 68878 135154 1074679 2681 2681 1077360 PART V, LINE 4: THE ENDOWMENT FUNDS ARE BOARD DESIGNATED AND CAN BE USED TO SUPPORT THE MISSIONS OF BALLET LUBBOCK, INC. PART X, LINE 2: BALLET LUBBOCK HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE ORGANIZATION IS ITS FILING STATUS AS A TAX EXEMPT ENTITY. THE ORGANIZATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITIES. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2016. THERE WERE NO PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR ENDED JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENCORE FUNDRAISER EXPENSES REPORTED ON PART VIII LINE 8B 53,298. COGS REPORTED ON PART VIII LINE 10B 15,580. PART XII, LINE 2D - OTHER ADJUSTMENTS: ENCORE FUNDRAISER EXPENSES REPORTED ON PART VIII LINE 8B 53,298. COGS REPORTED ON PART VIII LINE 10B 15,580. PART XI, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER DIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER DIRECT FUNDRAISING EXPENSES ENCORE GALA 162266 80433 81833 16606 4109 32583 162266 80433 81833 16606 4109 32583 53298 28535 437446 380833 17980 27896 0 1070977 775740 93764 145775 0 1508423 1156573 111744 173671 1441988 66435 TX 1 0 1 0 1.00000 DONNA PIERCE 3601 N LOOP 289 LUBBOCK TX 79415 0 LYDIA HOCKENBERRY MANAGE GAMES, HIRE PERSONNEL, OCC REPORT X 1 66435 0 SUMMER SCHOLARSHIPS 8 14987 FAIR MARKET VALUE BALLET LESSONS PART 1. LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION HAS SCHOLARSHIP GUIDELINES THAT ARE FOLLOWED TO DETERMINE AWARD/GRANT AMOUNTS AND RECIPIENT. A BALLET LUBBOCK BOARD OF DIRECTORS COMMITTEE, COMPRISED ENTIRELY OF NON-PARENTS, DETERMINES SCHOOL TUITION SCHOLARSHIP AWARDS. ALL APPLICANTS DEMONSTRATE EITHER FINANCIAL NEED AND/OR ARTISTIC MERIT. THE SCHOLARSHIP APPLICATION CAN BE FOUND ON OUR WEBSITE AT WWW.BALLETLUBBOCK.ORG/SCHOLARSHIPS. BALLET LUBBOCK WILL AWARD SCHOLARSHIPS TO ALL LEVELS SINCE STUDENTS OF ALL AGES MAY NEED AND DESERVE ASSISTANCE. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO ALLOW FOR DIGITAL VOTING, AND INCREASED THE THRESHOLD REQUIRING 2 SIGNATURES ON A CHECK TO $2,500. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS REVIEWED THE FORM 990 AFTER IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD PRESIDENT AND VICE PRESIDENT OF NOMINATIONS LEAD INDIVIDUAL ORIENTATIONS WITH EACH BOARD MEMBER, COVERING BOTH, A BOARD AGREEMENT FORM AND THE CONFLICT OF INTEREST POLICY. THIS YEARLY PROCESS IS MEANT TO ENSURE THAT EACH BOARD MEMBER HAS AN EXPLICIT UNDERSTANDING OF THE EXPECTATIONS AND OBLIGATIONS THEY ASSUME AS BOARD MEMBERS, AND TO FULLY DISCLOSE ANY POTENTIAL CONFLICTS THEY MAY HAVE. ALL MEMBERS OF THE BALLET LUBBOCK BOARD, WHETHER THEY ARE NEW OR CONTINUING WITH THE TERM, MUST PARTICIPATE IN AN INDIVIDUAL ORIENTATION AT WHICH THE CONFLICT OF INTEREST POLICY IS COVERED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE USES FORM 990 OF OTHER SIMILARLY SITUATED ORGANIZATIONS, AND A COMPENSATION SURVEY. THE REVIEW PROCESS RESULTS IN A PERFORMANCE SCORE TIED TO COMPENSATION INCREASE SURROUNDING COST OF LIVING INCREASE. COMPENSATION RECOMMENDATIONS ARE THEN PRESENTED TO THE FULL BOARD FOR APPROVAL BY THE EXECUTIVE COMMITTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE A COMPLETE COPY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS TO ANYONE WHO REQUESTS A COPY OF ANY SUCH DOCUMENT. ALL REQUESTS SHOULD BE MADE AT THE ORGANIZATION'S OFFICES IN LUBBOCK, TX. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS HAVE ASSIGNED MEMBERS OF THE BOARD TO AN AUDIT COMMITTEE. THE COMMITTEE IS RESPONSIBLE FOR SELECTING AND OVERSEEING THE INDEPENDENT CPA FIRM TO PERFORM THE ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENTS - THE 6/30/18 FORM 990 WAS FILED BEFORE THE AUDIT WAS COMPLETE. THE 6/30/19 RETURN WAS FILED AFTER THE AUDIT WAS COMPLETE. THE PRIOR PERIOD ADJUSTMENT IS NEEDED TO REPORT THE ITEMS FROM THE 6/30/18 YEAR THAT WERE ADJUSTED BY THE AUDITOR AFTER THE 6/30/18 RETURN WAS FILED.