HOUSTON BALLET FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BALLET FOUNDATION (EIN 74-1394920)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-25
- IRS object ID
- 201900849349300015
- Schema version
- 2017v2.3
- 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 F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-25T10:57:26-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741394920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON BALLET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHERYL LYNN ZANE | InCareOfNm |
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM NELSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2673303000 | PhoneNum |
| Signature | 2019-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC M MCNEIL | PreparerPersonNm |
| PTIN | P00460263 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2019-03-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23522320190845000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-03-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CFCED273F45E15359E1AD418F281705A5641D1F2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFCED273F45E15359E1AD418F281705A5641D1F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON BALLET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON THACKER PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,283,169 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonballet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHMENT 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 109 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 109 | VotingMembersIndependentCnt |
| Total Employee | 525 | TotalEmployeeCnt |
| Total Volunteers | 363 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $50,521 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,542,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,528,849 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,708,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,607,018 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,781,701 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,964,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,523,516 | PYOtherRevenueAmt |
| CY Other Revenue | $5,805,599 | CYOtherRevenueAmt |
| PY Total Revenue | $34,555,867 | PYTotalRevenueAmt |
| CY Total Revenue | $36,905,524 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,860,103 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,211,429 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,507,624 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,323,682 | PYOtherExpensesAmt |
| CY Other Expenses | $14,166,423 | CYOtherExpensesAmt |
| PY Total Expenses | $34,183,785 | PYTotalExpensesAmt |
| CY Total Expenses | $33,377,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $372,082 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,527,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $134,953,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,190,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,092,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,465,522 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,860,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,725,048 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE A LASTING LOVE AND APPRECIATION FOR DANCE THROUGH ARTISTIC EXCELLENCE, EXHILARATING PERFORMANCES, INNOVATIVE CHOREOGRAPHY AND SUPERB EDUCATIONAL PROGRAMS. THE ORGANIZATION MAINTAINS A COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA THAT GIVE PERFORMANCES IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY THROUGHOUT THE YEAR AND MAINTAINS AN ACADEMY THAT PROVIDES DANCE EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,963,155 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,384,561 | RevenueAmt |
| Desc | DANCE PERFORMANCES BY THE COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY INCLUDE PRODUCTION EXPENSES SUCH AS SALARY OF PERFORMERS, COST OF COSTUMES, STAGE SETS, THEATER RENTAL, ORCHESTRA AND OTHER RELATED EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,155,080 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,075,500 | RevenueAmt |
| Desc | ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATING TO THE OPERATION OF THE BALLET ACADEMY AND THE SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,118,235 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 525 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 109 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 109 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL LYNN ZANE | PersonNm |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (117 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TUDOR MRS PHOEBE | ||||||||
| CHAIRMAN - HB GUILD BOARD | 2.5 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THACKER MS ALLISON | ||||||||
| PRESIDENT - HB GUILD BOARD | 4.0 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAMS MRS MARGARET ALKEK | ||||||||
| SECRETARY | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAY JR MRS HENRY | ||||||||
| VICE PRESIDENT - STUDENT MATIN | 1.5 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHENS MS S SHAWN | ||||||||
| VICE PRESIDENT - DEVELOPMENT | 1.5 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICKLOS MR JAMES M | ||||||||
| VICE PRESIDENT - FINANCE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PARR MR JAMES J | ||||||||
| VP - INSTITUTIONAL GIVING | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SWYKA MR NICHOLAS L | ||||||||
| VICE PRESIDENT - INVESTMENTS | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THRASH MRS BECCA CASON | ||||||||
| VICE PRESIDENT-SPECIAL EVENTS | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SMITH MRS LEIGH M | ||||||||
| VP - TRUSTEE DEVELOPMENT | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARR MRS FT | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEAUCHAMP MR GARY V | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRADSHAW MRS KRISTY JUNCO | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GILL MIGNON | ||||||||
| M.A.L. - HB GUILD PRESIDENT | 1.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOBSON MRS GILLIAN A | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MRS RUSSELL C | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOYA MS LETICIA | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUBANKO MRS KELLEY S | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MCGEE MR RICHARD | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MITHOFF MRS MICHAEL | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PARMET MR MICHAEL S | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAY MRS CARROLL ROBERTSON | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WATTS MR MARCUS A | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WYATT JR MRS OSCAR | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ZDEBLICK MRS NICHOLAS | ||||||||
| MEMBER-AT-LARGE | 1.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALVIS MRS HOLLY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANDRIENI DR JULIA D | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ARNIM III MR CECIL H | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BAHR MR PHILIP A | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BAZAN MS BRENDA | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BAZELIDES MRS DIANE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BHATIA MS GINA | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BLACK MR KEVIN H | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BLAISDELL MR JOHN A | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BLANTON MRS LESLIE D | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRADFIELD MR TONY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BROWN MS LINDSEY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BURKS MRS WENDY WILKINS | ||||||||
| TRUSTEE NUTCRACKER MKT CHAIR | 0.1 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BURLESON MR RICHARD L | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CARTER MR TRIPP | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHAO MRS ALBERT Y | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHEVRAY MRS KAY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CLOUD MRS AMY LEBLANC | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CROWNOVER MR JAMES W | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CROWNOVER MRS JAMES W | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRUZ MRS HEIDI | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CULLEN MRS HARRY H | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVIS MS SASHA | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DE ZEEUW MR BASTIAAN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DECOUX MS JAN | ||||||||
| TRUSTEE GUILD TREASURER | 0.1 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| DIPAOLO MS JANE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EARTHMAN MRS PAMELA D | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERSKINE MRS DONALD | ||||||||
| TRUSTEE GUILD MATINEES | 0.1 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| FANT MRS RICHARD E | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FEIN DR KELLI COHEN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FOSTER HON CHARLES C | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FURR MRS JAMES | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE MR MITCH | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GODFREY SANDRA S | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GRAUBART MRS DONALD M | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GRAVENOR MRS JENNIFER | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREEN MS PATRICIA B | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAFNER JR MR JOSEPH A | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAYWOOD MRS THEODORE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HILBER MS EMILY KERNAN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HILL MR WILLIAM JAMES | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HUGHES MR BRIAN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JONES II MR JESSE H | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JORDAN MR JAMES M | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JUNEAU MRS MELISSA HOLMAN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KONICEK MR DALE G | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LAWSON MS MELANIE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEE MRS BRIDGETTE SHEN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEIGHTMAN MR E DANIEL | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEROY MS TRACY N | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEYKUM MRS ELIZABETH | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LIBERTUS CHAD | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LOVELAND MR MARK | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MACH MRS HARRY E | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN MR JERRY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MCCLURE MR DANIEL M | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MCCONN III MRS J LUKE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MCCORD MRS JOSEPH D | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MCMURREY MRS MARTHA ROCKS | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MITHOFF MRS GINNI | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MONTEMAYOR MRS MARSHA L | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MOORE MS NANCY POWELL | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MUECKE MRS BRYAN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NGUYEN MRS DUYEN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ONDRIAS MS DANA | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OSBORNE MRS DEE S | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OSHMAN MR GENE J | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OWSLEY MRS CABRINA | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PARFITT MR COLIN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PARKER MR ROBERT F | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PINCU MRS AMY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PYE MRS ELISA S | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REASONER MRS HARRY M | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARDSON MR HENRY | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SAITOH MS AKEMI | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SAROFIM MS LOUISA STUDE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SMITH MRS LANCE SMITH | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STERN MR KARL S | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TRAMMELL MS ANN | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VANDERHIDER HALLIE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VARNER DR KEVIN E | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WALTON HON ALISTAIR JM | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WRIGHT MD CRYSTAL C | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| YANG ALICE | ||||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WELCH STANTON | ||||||||
| ARTISTIC DIRECTOR | 45.0 | 0.0 | Yes (X) | $398,533 | $0 | $55,697 | ||
| NELSON JAMES D | ||||||||
| EXECUTIVE DIRECTOR | 45.0 | 0.0 | Yes (X) | $280,000 | $0 | $25,016 | ||
| ZANE CHERYL LYNN | ||||||||
| CHIEF FINANCIAL OFFICER | 45.0 | 0.0 | Yes (X) | $176,000 | $0 | $20,916 | ||
| CHAPMAN PATRICIA | ||||||||
| CEO - NUTCRACKER MKT | 45.0 | 0.0 | $176,500 | $0 | $19,841 | Yes (X) | ||
| FLORIO ERMANNO | ||||||||
| MUSIC DIRECTOR | 20.0 | 0.0 | $145,472 | $0 | $18,290 | Yes (X) | ||
| LANE ANGELA | ||||||||
| CHIEF DEVELOPMENT OFFICER | 45.0 | 0.0 | $162,900 | $0 | $19,161 | Yes (X) | ||
| NIELSEN ANDREW | ||||||||
| PRODUCTION DIRECTOR | 45.0 | 0.0 | $136,865 | $0 | $17,859 | Yes (X) | ||
| WALSH CONNOR | ||||||||
| PRINCIPAL DANCER | 30.0 | 0.0 | $108,111 | $0 | $18,186 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,584,381 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $194,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| IATSE LOCAL 51 | ||||||||||
| PO BOX 403 | HOUSTON | TX | 77001 | UNION STAGE HANDS | $1,723,293 | |||||
| FD SCENE CHANGES LTD | ||||||||||
| SCENIC DESIGN SVCS | $372,414 | 2B-2B 803 24TH AVE SE | CALGARY | ALBERTA | CA | T2G 1P5 | ||||
| WORTHAM CENTER OPERATING COMPANY | ||||||||||
| 510 PRESTON ST 201 | HOUSTON | TX | 77002 | WORTHAM STAGE HANDS | $286,907 | |||||
| DCM TELEMARKETING TELEFUNDING | ||||||||||
| 330 WEST 38TH ST STE 207 | NEW YORK | NY | 10018 | TELEMARKETING | $236,033 | |||||
| CAPACITY INTERACTIVE | ||||||||||
| 1239 BROADWAY STE 1103 | NEW YORK | NY | 10001 | ADVERTISING MGMT | $218,441 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $773,968 | MembershipDuesAmt |
| Fundraising | $1,398,646 | FundraisingAmt |
| Related Organizations | $5,024,711 | RelatedOrganizationsAmt |
| Government Grants | $1,038,634 | GovernmentGrantsAmt |
| All Other Contributions | $7,292,890 | AllOtherContributionsAmt |
| Noncash Contributions | $1,091,118 | NoncashContributionsAmt |
| Total Contributions | $15,528,849 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE INCOME | 711120 | $7,531,518 | $7,531,518 |
| TUITION | 711120 | $4,075,500 | $4,075,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,607,018 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,383,674 | TotalRevenueColumnAmt |
| Exclusion | $1,383,674 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,866,160 | SecuritiesAmt |
| Other | $1,679,781 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,266,939 | SecuritiesAmt |
| Other | $698,618 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,599,221 | SecuritiesAmt |
| Other | $981,163 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,580,384 | TotalRevenueColumnAmt |
| Exclusion | $2,580,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $364,644 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,398,646 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $412,088 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,444 | TotalRevenueColumnAmt |
| Exclusion | -$47,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 711120 | $5,100,000 | $5,100,000 |
| SOUVENIR INCOME | 711120 | $310,937 | $310,937 |
| TICKET HANDLING CHARGES | 711120 | $194,463 | $194,463 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $247,643 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,853,043 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,905,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,460,061 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,916,614 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,065 | TotalAmt |
| Program Services | $784,893 | ProgramServicesAmt |
| Management And General | $504,550 | ManagementAndGeneralAmt |
| Fundraising | $391,622 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,805,883 | TotalAmt |
| Program Services | $10,874,829 | ProgramServicesAmt |
| Management And General | $1,041,294 | ManagementAndGeneralAmt |
| Fundraising | $889,760 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,951 | TotalAmt |
| Program Services | $526,435 | ProgramServicesAmt |
| Management And General | $89,233 | ManagementAndGeneralAmt |
| Fundraising | $46,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,476,817 | TotalAmt |
| Program Services | $2,112,746 | ProgramServicesAmt |
| Management And General | $178,430 | ManagementAndGeneralAmt |
| Fundraising | $185,641 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585,713 | TotalAmt |
| Program Services | $1,360,072 | ProgramServicesAmt |
| Management And General | $117,757 | ManagementAndGeneralAmt |
| Fundraising | $107,884 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,833 | TotalAmt |
| Management And General | $10,833 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,150 | TotalAmt |
| Management And General | $4,150 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,660 | TotalAmt |
| Management And General | $45,660 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,544 | TotalAmt |
| Management And General | $253,544 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,393,457 | TotalAmt |
| Program Services | $2,370,275 | ProgramServicesAmt |
| Fundraising | $23,182 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,979,969 | TotalAmt |
| Program Services | $2,732,821 | ProgramServicesAmt |
| Management And General | $153,747 | ManagementAndGeneralAmt |
| Fundraising | $93,401 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,681 | TotalAmt |
| Program Services | $100,048 | ProgramServicesAmt |
| Management And General | $37,417 | ManagementAndGeneralAmt |
| Fundraising | $25,216 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,712 | TotalAmt |
| Program Services | $140,712 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,237 | TotalAmt |
| Program Services | $1,544,591 | ProgramServicesAmt |
| Management And General | $32,323 | ManagementAndGeneralAmt |
| Fundraising | $32,323 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,894 | TotalAmt |
| Program Services | $331,175 | ProgramServicesAmt |
| Management And General | $27,580 | ManagementAndGeneralAmt |
| Fundraising | $26,139 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,013 | TotalAmt |
| Program Services | $2,726 | ProgramServicesAmt |
| Management And General | $10,130 | ManagementAndGeneralAmt |
| Fundraising | $5,157 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,557,485 | TotalAmt |
| Program Services | $3,244,910 | ProgramServicesAmt |
| Management And General | $156,287 | ManagementAndGeneralAmt |
| Fundraising | $156,288 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,181 | TotalAmt |
| Program Services | $143,346 | ProgramServicesAmt |
| Management And General | $17,917 | ManagementAndGeneralAmt |
| Fundraising | $17,918 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| SCHOLARSHIP EXPENSE | $1,211,679 | $1,211,679 | |
| FUNDRAISING EXPENSE | $480,666 | $480,666 | |
| SOUVENIR EXPENSE | $213,731 | $213,731 | |
| TICKET SALES | $156,704 | $156,704 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,827 | TotalAmt |
| Program Services | $266,542 | ProgramServicesAmt |
| Management And General | $71,141 | ManagementAndGeneralAmt |
| Fundraising | $26,144 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,377,852 | TotalAmt |
| Program Services | $28,118,235 | ProgramServicesAmt |
| Management And General | $2,751,993 | ManagementAndGeneralAmt |
| Fundraising | $2,507,624 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,069,353 | BOYAmt |
| EOY | $17,449,868 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,209,817 | BOYAmt |
| EOY | $4,111,702 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,892 | BOYAmt |
| EOY | $177,025 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,801 | BOYAmt |
| EOY | $1,108,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,025,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,376,450 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,327,841 | BOYAmt |
| EOY | $44,648,997 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,498,596 | BOYAmt |
| EOY | $67,481,481 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,790,824 | BOYAmt |
| EOY | $7,213,387 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,953,124 | BOYAmt |
| EOY | $142,190,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,256 | BOYAmt |
| EOY | $2,505,017 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,577,338 | BOYAmt |
| EOY | $4,945,077 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,092,594 | BOYAmt |
| EOY | $7,465,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,687,519 | BOYAmt |
| EOY | $94,314,844 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,724,736 | BOYAmt |
| EOY | $4,921,523 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,448,275 | BOYAmt |
| EOY | $35,488,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,860,530 | BOYAmt |
| EOY | $134,725,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,953,124 | BOYAmt |
| EOY | $142,190,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,527,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,336,846 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $10,286,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,185,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,421,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,572,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,622,099 | CurrentTaxYearAmt |
| Total | $59,089,127 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,286,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,185,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,421,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,572,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,622,099 | CurrentTaxYearAmt |
| Total | $59,089,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,050,138 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,038,989 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,080,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,101,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,288,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,350,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,383,674 | CurrentTaxYearAmt |
| Total | $6,204,673 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,593,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,615,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,429,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,487,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,853,043 | CurrentTaxYearAmt |
| Total | $11,977,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,271,557 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $68,600,293 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73816 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77824 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,540,005 | BeginningYearBalanceAmt |
| Contributions | $52,623 | ContributionsAmt |
| Investment Earnings Or Losses | $6,111,941 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,249,013 | OtherExpendituresAmt |
| Administrative Expenses | $253,544 | AdministrativeExpensesAmt |
| End Year Balance | $78,202,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,324,129 | BeginningYearBalanceAmt |
| Contributions | $3,118,390 | ContributionsAmt |
| Investment Earnings Or Losses | $10,074,085 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,731,179 | OtherExpendituresAmt |
| Administrative Expenses | $245,420 | AdministrativeExpensesAmt |
| End Year Balance | $75,540,005 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,748,474 | BeginningYearBalanceAmt |
| Contributions | $303,947 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,238,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,316,515 | OtherExpendituresAmt |
| Administrative Expenses | $173,577 | AdministrativeExpensesAmt |
| End Year Balance | $65,324,129 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,393,166 | BeginningYearBalanceAmt |
| Contributions | $81,983 | ContributionsAmt |
| Investment Earnings Or Losses | $974,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,542,824 | OtherExpendituresAmt |
| Administrative Expenses | $158,563 | AdministrativeExpensesAmt |
| End Year Balance | $68,748,474 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,024,431 | BeginningYearBalanceAmt |
| Contributions | $65,757 | ContributionsAmt |
| Investment Earnings Or Losses | $11,512,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,067,645 | OtherExpendituresAmt |
| Administrative Expenses | $142,359 | AdministrativeExpensesAmt |
| End Year Balance | $69,393,166 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54620 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45380 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,689,178 | OtherCostOrOtherBasisAmt |
| Book Value | $9,689,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,970,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,761,555 | DepreciationAmt |
| Book Value | $31,209,056 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $884,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,195 | DepreciationAmt |
| Book Value | $684,024 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,967,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,762,569 | DepreciationAmt |
| Book Value | $1,205,329 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,513,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,652,131 | DepreciationAmt |
| Book Value | $1,861,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,648,997 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS-MAKENA | Desc |
| Book Value | $7,213,387 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,213,387 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAXES | Desc |
| Amt | $15,428 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,428 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,875,717 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,336,846 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $816,474 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,153,320 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,722,397 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,816,873 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,816,873 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,905,524 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,011,199 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $816,474 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $816,474 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,194,725 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$3,816,873 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$3,816,873 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,377,852 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2, FIN 48 FOOTNOTE FROM THE COMBINED FINANCIAL STATEMENTS OF | HOUSTON BALLET FOUNDATION AND HOUSTON BALLET GUILD, INC: THE HOUSTON BALLET FOUNDATION ("FOUNDATION") AND THE HOUSTON BALLET GUILD, INC. ARE BOTH NONPROFIT ORGANIZATIONS WHICH HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NEITHER ARE PRIVATE FOUNDATIONS. FOR THE YEAR ENDED JUNE 30, 2018, THE COST OF EMPLOYEE PARKING BENEFITS WHICH ARE TAXABLE AS OF JANUARY 1, 2018 AS UNRELATED BUSINESS INCOME, IS EXPECTED TO RESULT IN AN IMMATERIAL AMOUNT OF INCOME TAX. WHILE NO INCOME TAX WAS PAID DURING THE YEAR ENDED JUNE 30, 2018, THE EXPECTED AMOUNT OF TAX DUE IS REFLECTED IN THE ACCOMPANYING COMBINED STATEMENT OF ACTIVITIES. THE FOUNDATION FOLLOWS CURRENT GUIDANCE IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO-STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED ON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS ULTIMATE SETTLEMENT. THE FOUNDATION DID NOT RECOGNIZE ANY UNCERTAIN TAX POSITIONS UPON ADOPTION OF THE GUIDANCE AND HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018. THE INCOME TAX POSITION TAKEN BY THE FOUNDATION, FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS, IS THAT THE FOUNDATION CONTINUES TO BE EXEMPT FROM INCOME TAXES BY VIRTUE OF BEING A NONPROFIT ORGANIZATION. MANAGEMENT BELIEVES THIS TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD AND, ACCORDINGLY, THE TAX BENEFIT OF THIS INCOME TAX POSITION (NO INCOME TAX LIABILITY) HAS BEEN RECOGNIZED FOR THE YEARS ENDED ON OR BEFORE JUNE 30, 2018. THE FOUNDATION WILL RECORD INCOME TAX RELATED INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF THE PROVISION FOR INCOME TAX EXPENSE. HOWEVER, THERE WERE NO AMOUNTS RECOGNIZED RELATING TO INTEREST AND PENALTIES IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2017. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS TAX RETURNS (FORM 990) FOR 2014 AND LATER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 4B, RECONCILIATION OF REVENUE AND PART XII, LINE 4B, | RECONCILIATION OF EXPENSES: EXPENSES OF CONSOLIDATED ENTITY (HOUSTON BALLET GUILD, INC.) IN THE AMOUNT OF ($3,404,785) ARE NET WITH CONTRIBUTED INCOME FOR TAX RETURN PRESENTATION AND FUNDRAISING EVENT DIRECT EXPENSES OF ($412,088) ARE SHOWN NET WITH EVENT REVENUE FOR TAX RETURN PRESENTATION. TOTAL OTHER AMOUNT INCLUDED ON SCHEDULE D, PART XI, LINE 4B, BUT NOT ON LINE 1 AND SCHEDULE D, PART XII, LINE 4B, BUT NOT ON LINE 1 IS ($3,816,873). |
| PART V, LINE 4 USE OF ENDOWMENT FUNDS: | HOUSTON BALLET FOUNDATION USES ENDOWMENT FUNDS TO GUARANTEE FUTURE FINANCIAL SECURITY OF THE FOUNDATION. ENDOWMENT FUNDS ARE INVESTED TO PROVIDE THE FOUNDATION WITH LONG-TERM GROWTH CONSISTENT WITH THE PRESERVATION OF CAPITAL AND THE ANNUAL BUDGET REQUIREMENT WITHIN WITHDRAWAL LIMITATIONS ESTABLISHED BY THE BOARD OF TRUSTEES OF THE FOUNDATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,213,387 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $7,213,387 | SubtotalSpentAmt |
| Total Spent | $7,213,387 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALLET BALL | Event1Nm |
| Gross Receipts Event1 | $1,466,010 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,182,136 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $283,874 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $330,777 | OtherDirectExpensesEvent1Amt |
| Event2 | ONSTAGE DINNER | Event2Nm |
| Gross Receipts Event2 | $171,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $149,580 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,320 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,436 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $49,410 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $125,380 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $66,930 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $58,450 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $30,465 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,763,290 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,398,646 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $364,644 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,436 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $410,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $412,088 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$47,444 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELCH STANTON | ||||||||||||||
| ARTISTIC DIRECTOR | $370,000 | $0 | $0 | $0 | $28,533 | $0 | $44,681 | $0 | $11,016 | $0 | $454,230 | $0 | ||
| NELSON JAMES D | ||||||||||||||
| EXECUTIVE DIRECTOR | $262,000 | $0 | $0 | $0 | $18,000 | $0 | $14,000 | $0 | $11,016 | $0 | $305,016 | $0 | $0 | $0 |
| CHAPMAN PATRICIA | ||||||||||||||
| CEO - NUTCRACKER MKT | $154,500 | $0 | $4,000 | $0 | $18,000 | $0 | $8,825 | $0 | $11,016 | $0 | $196,341 | $0 | $0 | $0 |
| ZANE CHERYL LYNN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $153,000 | $0 | $5,000 | $0 | $18,000 | $0 | $8,800 | $0 | $11,016 | $0 | $195,816 | $0 | $0 | $0 |
| FLORIO ERMANNO | ||||||||||||||
| MUSIC DIRECTOR | $145,472 | $0 | $0 | $0 | $0 | $0 | $7,274 | $0 | $11,016 | $0 | $163,762 | $0 | $0 | $0 |
| LANE ANGELA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $162,900 | $0 | $0 | $0 | $0 | $0 | $8,145 | $0 | $11,016 | $0 | $182,061 | $0 | $0 | $0 |
| NIELSEN ANDREW | ||||||||||||||
| PRODUCTION DIRECTOR | $131,865 | $0 | $5,000 | $0 | $0 | $0 | $6,843 | $0 | $11,016 | $0 | $154,724 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B, NON-QUALIFIED RETIREMENT PLAN | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING OFFICER(S) OR DIRECTORS(S) PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE YEAR: STANTON WELCH - $24,934 OF DEFERRED COMPENSATION AWARDED; $18,233 OF DEFERRED COMPENSATION PREVIOUSLY REPORTED WAS PAID. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $60,689 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $845,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,867 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 58 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,402 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | TRAVEL AND ENTERTAINMENT | Desc |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $93,380 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B), REPORTING METHOD | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS FOR PROPERTY REPORTED FOR PROPERTY RECEIVED IN PART I. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 1A, GOVERNING BODY | THE BOARD OF TRUSTEES DELEGATES ITS AUTHORITY TO ACT ON ITS BEHALF TO THE EXECUTIVE COMMITTEE, WHICH HAS BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE CONSISTS OF 25 PEOPLE (CHAIRMAN, PRESIDENT, SECRETARY, VICE PRESIDENT-ACADEMY, VICE PRESIDENT-FINANCE, VICE PRESIDENT-DEVELOPMENT, VICE PRESIDENT-INSTITUTIONAL GIVING, VICE PRESIDENT-INVESTMENTS, VICE PRESIDENT-SPECIAL EVENTS, VICE PRESIDENT-TRUSTEE DEVELOPMENT AND 15 MEMBERS-AT-LARGE, INCLUDING THE HOUSTON BALLET GUILD PRESIDENT) ALL OF WHOM ARE MEMBERS OF THE BOARD OF TRUSTEES. |
| PART VI, SECTION A, LINE 2, OFFICER & TRUSTEE RELATIONS | THE FOLLOWING TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH A TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION: MR. JAMES CROWNOVER/MRS. JAMES CROWNOVER - FAMILY RELATIONSHIP MRS. HARRY CULLEN/MRS. JOSEPH MCCORD - FAMILY RELATIONSHIP MR. JAMES JORDAN/MRS. S. SHAWN STEPHENS - FAMILY RELATIONSHIP THE FOLLOWING HOUSTON BALLET GUILD TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH A TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION, RESPECTIVELY: MRS. KATRINA ARNIM/MR. CECIL ARNIM, III - FAMILY RELATIONSHIP MRS. EVELYN LEIGHTMAN/MR. E. DANIEL LEIGHTMAN - FAMILY RELATIONSHIP MRS. MARY ALICE PARMET/ MR. MICHAEL PARMET - FAMILY RELATIONSHIP MRS. S. SHAWN STEPHENS/MR. JAMES JORDAN - FAMILY RELATIONSHIP |
| PART VI, SECTION A, LINE 6, MEMBERS AND STOCKHOLDERS | THE HOUSTON BALLET FOUNDATION IS AN ORGANIZATION WITH MEMBERS WHO MEET ANNUALLY AND VOTE TO ELECT THE BOARD OF TRUSTEES. THE MEMBERS DO NOT EXERCISE ANY MANAGEMENT AUTHORITY AND DO NOT RECEIVE ANY SHARE OF THE ORGANIZATION'S PROFITS OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. |
| PART VI, SECTION A, LINE 7A, TRUSTEE ELECTION | THE MEMBERS OF HOUSTON BALLET FOUNDATION MEET ANNUALLY AND VOTE TO ELECT THE BOARD OF TRUSTEES. |
| PART VI, SECTION B, LINE 11B, 990 REVIEW PROCESS | THE TRUSTEES ON THE EXECUTIVE AND AUDIT COMMITTEES WERE PROVIDED ELECTRONIC COPIES OF THE PREPARED FORM 990 PRIOR TO ITS FILING. THE AUDIT COMMITTEE REVIEWED THE PREPARED FORM 990 DURING THE COURSE OF THEIR REGULAR MEETINGS. |
| PART VI, SECTION B, LINE 12C, CONFLICTS OF INTEREST POLICY | ALL TRUSTEES AND OFFICERS OF THE BOARD ARE SENT A QUESTIONNAIRE ANNUALLY THAT INCLUDES THE NAME, TITLE, DATE, AND SIGNATURE OF EACH PERSON REPORTING TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| PART VI, SECTION B, LINE 15A, OFFICER COMPENSATION | BEFORE HIRING OR EXTENDING THE WRITTEN EMPLOYMENT CONTRACTS OF EITHER THE EXECUTIVE DIRECTOR OR THE ARTISTIC DIRECTOR, THE EXECUTIVE COMMITTEE OR A SPECIALLY-FORMED COMMITTEE REVIEWS DATA INCLUDING, BUT NOT LIMITED TO, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND EMPLOYMENT CONTRACTS. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF BOTH THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTOR. |
| PART VI, SECTION B, LINE 15B, EMPLOYEE COMPENSATION | WITHIN BUDGETARY CONSTRAINTS APPROVED BY THE EXECUTIVE COMMITTEE AND AFTER REVIEWING FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND EMPLOYMENT CONTRACTS, THE EXECUTIVE DIRECTOR AND/OR THE ARTISTIC DIRECTOR APPROVE THE COMPENSATION FOR THE OFFICERS OR KEY EMPLOYEES OF THE HOUSTON BALLET FOUNDATION. |
| PART VI, SECTION C, LINE 18 & 19, AVAILABILITY TO THE PUBLIC | THE 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND THROUGH GUIDESTAR ONLINE AND A LINK TO GUIDESTAR IS ON THE HBF WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ETC. ARE ALSO AVAILABLE UPON REQUEST. |
| PART VII, SECTION A, COLUMN B, AVERAGE HOURS | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS: TRUSTEES NOT SERVING ON THE EXECUTIVE COMMITTEE MAY ATTEND MEETINGS FOR THE FULL BOARD OF TRUSTEES OR MEETINGS OF OTHER COMMITTEES, BUT THE AVERAGE WEEKLY HOURS IS LESS THAN .10 PER WEEK AND ARE LISTED WITH .10 IN COLUMN B AS A RESULT. |
| PART VII, SECTION A, AVERAGE HOURS | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS: ALTHOUGH AN ESTIMATE OF HOURS PER WEEK TO RELATED ORGANIZATIONS WAS MADE, NO COMPENSATION IS REPORTED IN COLUMN E AND F FROM ANY RELATED ORGANIZATION. |
| PART XII, LINE 2C, COMMITTEE ASSUMING RESPONSIBILITY FOR | OVERSIGHT OF FINANCIALS HOUSTON BALLET FOUNDATION AND HOUSTON BALLET GUILD, INC. HAVE A COMBINED AUDIT REPORT. HOUSTON BALLET FOUNDATION HAS AN AUDIT COMMITTEE CHARGED WITH RESPONSIBILITY FOR THE OVERSIGHT OF THE COMBINED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOUSTON BALLET GUILD INC | ||||||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | 742129272 | SUPPORT HBF | TX | 501(C)(3) | 12B-TYPE II | NA | false |
| WORTHAM CENTER OPERATING CO INC | ||||||||||
| 510 PRESTION ST | HOUSTON | TX | 77002 | 760205663 | SUPPORT HBF | TX | 501(C)(3) | 12C-TIII-F | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HOUSTON BALLET GUILD, INC. AND HOUSTON BALLET FOUNDATION ARE 501(C)(3) AFFILIATES. THE HOUSTON BALLET FOUNDATION DOES NOT CONTROL AND IS NOT CONTROLLED BY HOUSTON BALLET GUILD, INC. GRANTS BETWEEN AFFILIATES NEED NO EXPLANATION ON LINE 2. AMOUNTS ARE LESS THAN $50,000 EACH IN THE TAX YEAR WITH REGARD TO LINES 1M, 1N, 1O, 1P, AND, 1Q, SO NO EXPLANATION IN LINE 2 IS NECESSARY. | ExplanationTxt |
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