2018-03-22T13:53:18-05:00 2017-06-30 752393478 WHITLEY PENN LLP 1400 WEST 7TH STREET STE 400 FT WORTH TX 76102 990 2016-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 LINDA BRADFORD DIRECTOR OF FINANCE AND ACCOUNTING 8177630207 2018-03-09 1 CHRISTY CATES P00440503 8172599100 12.0.230.112 2018-03-09 10:06:33 CS P 477C79233C126127AD56878610F88F23DA97249F 477C79233C126127AD56878610F88F23DA97249F 2016 2021-01-29 14:40:06Z LINDA BRADFORD 1540 MALL CIRCLE FORT WORTH TX 76116 8982221 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 43 382 100 0 0 3716645 3756411 4702881 4832635 35 50 -91531 137759 8328030 8726855 117127 76231 0 0 4537160 5068242 0 0 500726 3892525 3145485 8546812 8289958 -218782 436897 2538535 2885172 1164933 1074673 1373602 1810499 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 5894101 3418166 TEXAS BALLET THEATER PROVIDED 48 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 60,336 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2017. INCLUDED IN THE PRODUCTIONS WERE TWO COMPANY PREMIERES, "DANSE A GRANDE VITESSE" BY CHRISTOPHER WHEELDON AND "ROOSTER" BY CHRISTOPHER BRUCE. THE COMPANY ALSO PRESENTED THREE WORLD PREMIERES, "CARMEN" BY CARLOS ACOSTA, "IMBUE" BY GARRETT SMITH AND "A FULL LIFE" BY AVICHAI SCHER. OTHER PRODUCTIONS INCLUDED FAMILY FAVORITES "THE NUTCRACKER AND "ALICE IN WONDERLAND" BY BEN STEVENSON. 1042296 76231 1317162 PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 483 STUDENTS ATTENDED DURING THE FISCAL YEAR ENDED JUNE 30, 2017. 73686 98575 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 1,163 K - 8TH GRADERS IN PARTICIPATING SCHOOLS IN ARLINGTON, BURLESON, DALLAS, AND FORT WORTH INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 42 NORTH TEXAS SCHOOLS AND 4 CHILDREN'S ORGANIZATIONS DURING THE FISCAL YEAR ENDED JUNE 30, 2017. 7010083 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 382 1 0 0 0 0 0 0 0 0 0 0 X 48 43 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 MARY LYNN GARRETT TREASURER 2.00 X X 0 0 0 NIKKI MILDREN SECRETARY 1.00 X X 0 0 0 LIZ FLEISCHER VICE CHAIR OF MARKETING 1.00 X X 0 0 0 AMY WALTON VICE CHAIR OF DEVELOPMENT 1.00 X X 0 0 0 DONNA ADAMS BOARD OF GOVERNORS 1.00 X 0 0 0 GLENN ADAMS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN ARENA BOARD OF GOVERNORS 1.00 X 0 0 0 ROBERT BASS BOARD OF GOVERNORS 1.00 X 0 0 0 ALLISON BEADLES BOARD OF GOVERNORS 1.00 X 0 0 0 TOM BESSANT BOARD OF GOVERNORS 1.00 X 0 0 0 ASHLI BLUMENFELD BOARD OF GOVERNORS 1.00 X 0 0 0 BARBARA BOLLINGER BOARD OF GOVERNORS 1.00 X 0 0 0 LEIGH BORNITZ BOARD OF GOVERNORS 1.00 X 0 0 0 CRAWFORD BROCK BOARD OF GOVERNORS 1.00 X 0 0 0 NANCY CARLSON BOARD OF GOVERNORS 1.00 X 0 0 0 CAMILLE COMEAU 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 TRACY FITZ BOARD OF GOVERNORS 1.00 X 0 0 0 TERA GARVEY BOARD OF GOVERNORS 1.00 X 0 0 0 STEVEN GENDLER BOARD OF GOVERNORS 1.00 X 0 0 0 LAILA GLEASON BOARD OF GOVERNORS 1.00 X 0 0 0 LISA GRADY 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 COURTNEY MARCUS BOARD OF GOVERNORS 1.00 X 0 0 0 SHARON MARTIN BOARD OF GOVERNORS 1.00 X 0 0 0 BOND MALONE BOARD OF GOVERNORS 1.00 X 0 0 0 KATHRIN MALON BOARD OF GOVERNORS 1.00 X 0 0 0 JAMES MEINTJES 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 DENISE MULLINS BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON NOLAN BOARD OF GOVERNORS 1.00 X 0 0 0 DANA PORTER BOARD OF GOVERNORS 1.00 X 0 0 0 DAVID PORTER BOARD OF GOVERNORS 1.00 X 0 0 0 REINKE RADLER BOARD OF GOVERNORS 1.00 X 0 0 0 AMANDA SHUFELT BOARD OF GOVERNORS 1.00 X 0 0 0 CYNTHIA SIEGEL BOARD OF GOVERNORS 1.00 X 0 0 0 LAURIE TURNER BOARD OF GOVERNORS 1.00 X 0 0 0 CARY TURNER BOARD OF GOVERNORS - PAST CHAIRMAN 1.00 X 0 0 0 RENEE WALSH BOARD OF GOVERNORS 1.00 X 0 0 0 AARON WARREN BOARD OF GOVERNORS 1.00 X 0 0 0 DEAN WISE BOARD OF GOVERNORS 1.00 X 0 0 0 SALLY WISE 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 70523 0 389 THERESA SEXTON INTERIM MANAGING DIRECTOR 40.00 X 106152 0 0 BEN STEVENSON ARTISTIC DIRECTOR 40.00 X 180893 0 24934 357568 0 25323 2 0 1 0 WARREN DOUGLAS ADVERTISING 1204 W 7TH ST STE 100 FORT WORTH TX 76102 MARKETING CONSULTANT 583632 PERFORMING ARTS FORT WORTH 330 EAST 4TH ST STE 300 FORT WORTH TX 76102 PERFORMANCE SERVICES 498477 DFW MUSICIANS SERVICES INC 4621 S COOPER STE 131-321 ARLINGTON TX 76017 MUSICAL PERFORMANCES 213894 FIRST & CENTER LLC 929 E 2ND ST STE 300 LOS ANGELES CA 90012 LEASING SERVICES 206250 AT&T PERFORMING ARTS CENTER 700 N PEARL ST STE N1800 DALLAS TX 75201 PERFORMANCE SERVICES 100535 5 509077 3247334 3756411 ADMISSIONS & PERFORMAN 711120 3245835 3245835 SCHOOL TUITION 611600 1477395 1477395 COMMUNITY OUTREACH 900099 98575 98575 OTHER SCHOOL REVENUE 611600 10830 10830 4832635 50 50 115034 11527 103507 103507 103507 232513 509077 199529 32984 32984 45578 44310 1268 1268 8726855 4833903 0 136541 76231 76231 379263 227315 66013 85935 3171996 2690324 291533 190139 38600 24609 8354 5637 1073371 862521 105680 105170 405012 330571 40893 33548 296986 252318 44668 418045 418045 76147 2820 70507 2820 7812 2969 2890 1953 90576 90576 843906 813076 15415 15415 57627 57627 10853 10853 168019 110505 50613 6901 82583 82583 PRODUCTION MUSIC 475631 475631 OTHER PRODUCTION 372317 372317 PRODUCTION CHOREOGRAPHY 131246 131246 MISCELLANEOUS 113737 71382 42355 8289958 7010083 779149 500726 866155 779891 145178 175228 250862 326718 22062 60758 66064 66064 178508 253868 4052967 2956487 960363 1096480 49343 126165 2538535 2885172 238633 263348 652394 806898 200000 0 73906 4427 1164933 1074673 X 770648 842879 427954 792620 175000 175000 1373602 1810499 2538535 2885172 436897 0 X X 0 1 X 1 0 X 2809238 3400403 3533428 3716645 3756411 17216125 2809238 3400403 3533428 3716645 3756411 17216125 3481161 13734964 18208 3896 3395 35 50 25584 17241709 0.79660 0.86670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175178 50 175228 175143 35 175178 75000 100000 143 175143 75000 75 75 75000 75000 50 50 75000 0.00000 0.99900 0.00100 0 0 690890 397623 293267 2918241 2230235 688006 443836 328629 115207 1096480 DEFERRED LEASE INCENTIVE 4427 4427 X 9290736 384746 255366 640112 8650624 76231 76231 8726855 8853839 384746 255366 640112 8213727 76231 76231 8289958 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 199,529. COST OF GOODS SOLD 44,310. RENTAL EXPENSES 11,527. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 76,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 199,529. COST OF GOODS SOLD 44,310. RENTAL EXPENSES 11,527. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 76,231. FASHION SHOW 266835 187065 79770 2597 18511 2000 22956 GALA 205298 164476 40822 3231 18813 1720 22631 6 269457 157536 111921 679 2369 51431 5196 47395 741590 509077 232513 679 8197 88755 8916 92982 199529 32984 0 SCHOLARSHIPS 60 76231 FMV X X X 0 0 0 0 0 0 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 168893 0 0 0 12000 0 24445 0 489 0 205827 0 0 0 PART I, LINE 1A THE BALLET PROVIDES A CAR ALLOWANCE OF $1,000 PER MONTH TO BEN STEVENSON AND REPORTS THOSE AMOUNTS TO HIM ON HIS FORM W-2. BEN STEVENSON ARTISTIC DIRECTOR DOWN PAYMENT TO PURCHASE HOME X 41442 66064 0 1 1 66064 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 DANA AND DAVID PORTER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 LAURIE AND CARY TURNER 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 A, LINE 2 SALLY AND DEAN WISE 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. FORM 990, PART XII, PAGE 12, LINE 2C THE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.