2015-03-17T15:45:41-05:00 2014-06-30 PricewaterhouseCoopers LLP 1000 LOUISIANA SUITE 5800 Houston TX 77002 990 2013-07-01 741394920 HOUSTON BALLET FOUNDATION % CHERYL LYNN ZANE HOUS 7135236300 601 PRESTON ST Suite HOUSTON TX 77002 JAMES NELSON EXECUTIVE DIRECTOR 7135236300 2015-03-17 true CASSIE MELEBECK P00953993 7135236300 2013 2016-04-25 22:37:26Z PHOEBE TUDOR PRESIDENT 601 PRESTON ST HOUSTON TX 77002 31993870 false X www.houstonballet.org X 1955 TX SEE ATTACHMENT 1 110 110 426 363 0 11601276 13594472 10743310 13162830 2076708 1632714 1090343 1615783 25511637 30005799 0 0 0 0 12401984 13638194 78663 71687 1568492 10181421 11992221 22662068 25702102 2849569 4303697 115343831 124587096 10835756 5795940 104508075 118791156 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 GIVES PERFORMANCES IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY THROUGHOUT THE YEAR AND MAINTAINS AN ACADEMY THAT PROVIDES DANCE EDUCATION. false false 17895696 12051477 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. 3944559 2704652 ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATED TO THE OPERATION OF THE BALLET ACADEMY AND THE SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS. 21840255 true true false false false false false false false true true true false true false true false true false false true false false true true false false false false true false false false false false false false false true false false false false true false false false true 77 0 true 426 true false false false false false true true false false false false X 110 110 true false false false true true false true true false false true true true true true true true false false X X CHERYL LYNN ZANE 7135236300 601 PRESTON ST HOUSTON TX 77002 X STERN MR KARL Chairman 2.5 0.1 X X JORDAN MR JAMES President 4.0 0.1 X X 0 0 0 JOSEPH MRS RUSSELL Secretary 1.5 X X 0 0 0 Loya Ms Leticia Vice President-Academy 1.5 X X NICKLOS MR JAMES Vice President - FINANCE 1.5 X X HAFNER MR JOSEPH VP - Institutional Giving 1.5 X X MCCLURE MR DANIEL Vice President-Investments 1.5 X X THRASH MRS BECCA CASON Vice President-Special Events 1.5 X X GRAUBART MRS DONALD Trustee Development 1.5 X X Barr Mrs FT Member-at-Large 1.0 X X Blaisdell Mr John A Member-at-Large 1.0 X X Bradshaw Mrs Kristy Junco Member-at-Large 0.1 X X Burk Mrs J Patrick Member-at-Large 1.0 X X Chao Mrs Albert Member-at-Large 1.0 X X Jones II Mr Jesse Member-at-Large 1.0 X X Kinloch Mr Leon Member-at-Large 1.0 X X May Jr Mrs Henry Member-at-Large 1.0 X X McGee Mr Richard Member-at-Large 1.0 X X Mithoff Mrs Michael Member-at-Large 1.0 X X Parmet Mrs Mary Alice Member-at-Large Guild Pres 1.0 0.5 X X Parmet Mr Michael Member-at-Large 1.0 X X Ray Mrs Carroll Robertson Member-at-Large 1.0 X X Swyka Mr Nicholas Member-at-Large 1.0 X X Tudor III Mrs Robert B Member-at-Large 1.0 X X Wyatt Jr Mrs Oscar Member-at-Large 1.0 X X Andreasen Ms Kristen TRUSTEE 0.1 X Arnim III Mr Cecil TRUSTEE 0.1 X Arnim Mrs Katrina TRUSTEE Guild Treasurer 0.5 X Arnold Jr Mrs Isaac Trustee 1.0 X Bahr Mr Philip TRUSTEE 0.1 X Bain Mrs Lorne TRUSTEE 0.1 X Ballard Mrs AL TRUSTEE 0.1 X Bazelides Mrs Diane TRUSTEE 0.1 X Beauchamp Mr Gary TRUSTEE 0.1 X Benz Ms Sallymoon TRUSTEE 0.1 X Bhatia Ms Gina TRUSTEE 0.1 X Blanton Mrs Leslie TRUSTEE 0.1 X Breen Mrs Daniel TRUSTEE 0.1 X Brown Mr Ira TRUSTEE 0.1 X Brown Mrs Ira TRUSTEE 0.1 X Brown Mr Oscar TRUSTEE 0.1 X Burks Mrs Wendy TRUSTEE Guild Special Events 0.1 0.25 X Burleson Mr Richard TRUSTEE 0.1 X Carter Mr Tripp TRUSTEE 0.1 X Clemmons Mrs John TRUSTEE 0.1 X Coy Ms Janet TRUSTEE 0.1 X Crownover Mr James TRUSTEE 0.1 X Crownover Mrs James TRUSTEE 0.1 X Cullen Mrs Harry Trustee 0.1 X deZeeuw Mr Bastiaan TRUSTEE 0.1 X DiPaolo Ms Jane TRUSTEE 0.1 X Earthman Mrs Pamela TRUSTEE 0.1 X Erskine Mrs Donald TRUSTEE GUILD ACADEMY SUPPORT 0.1 0.25 X Fant Mrs Richard TRUSTEE 0.1 X Farb Mrs Diane Lokey TRUSTEE 0.1 X Fein Dr Kelli Cohen Trustee 0.1 X Foster Hon Charles TRUSTEE 0.1 X Furr Mrs James Trustee GUILD COFFEE-SPRING 0.1 0.25 X Galt Mrs Barry TRUSTEE 0.1 X Gauthier Dr Jerry TRUSTEE 0.1 X Godfrey Mrs H Lee TRUSTEE 0.1 X Habich Ms Kristen TRUSTEE 0.1 X Hamman Mrs Henry Trustee 0.1 X Haywood Mrs Theodore Trustee 0.1 X Hill Mr William TRUSTEE 0.1 X Hughes Mr Brian Trustee 0.1 X Johnson Mrs Matthew TRUSTEE 0.1 X Lawson Ms Melanie TRUSTEE 0.1 X Leightman Mr E Daniel TRUSTEE 0.1 X Loveland Mr Mark TRUSTEE 0.1 X Lubanko Mrs Kelley TRUSTEE 0.1 X Mach Mrs Harry Trustee 0.1 X Mach Mrs Steve Trustee 0.1 X Mann Mrs Michael Trustee 0.1 X Marks Mr Bradley TRUSTEE 0.1 X McConn III Mrs J Luke TRUSTEE 0.1 X McCord Mrs Joseph TRUSTEE 0.1 X Mithoff Mrs Richard TRUSTEE 0.1 X Montemayor Marsha Trustee 0.1 X Moore Ms Nancy Powell TRUSTEE 0.1 X Muecke Mrs Bryan TRUSTEE 0.1 X Murphy Mrs Donald TRUSTEE 0.1 X Nicandros Ms Tassie TRUSTEE 0.1 X Ondrias Ms Dana Trustee 0.1 X Osborne Mrs Dee TRUSTEE 0.1 X Oshman Mr Gene Trustee 0.1 X Owsley Mrs Cabrina TRUSTEE 0.1 X Parker Mr Robert TRUSTEE 0.1 X Parr Mrs James TRUSTEE GUILD WORTHAM STUDENT 0.1 0.25 X Perry Mr Timothy TRUSTEE 0.1 X Pincus Mr David TRUSTEE 0.1 X Plaeger II Mr Frederick TRUSTEE 0.1 X Reasoner Mrs Harry Trustee 0.1 X Rocks Ms Martha TRUSTEE 0.1 X Saitoh Ms Akemi TRUSTEE 0.1 X Sarofim Ms Louisa Stude Trustee 0.1 X Schaefer Mrs Curtis Trustee 0.1 X Schiller Jr Mrs John TRUSTEE 0.1 X Scott Mrs Thomas Trustee guild special events 0.1 0.25 X Smith Mrs Alicia TRUSTEE 0.1 X Smith Mrs Reginald TRUSTEE 0.1 X Stephens Ms S Shawn TRUSTEE guild special advisor 0.1 0.25 X Thacker Ms Allison TRUSTEE 0.1 X Trammell Ms Ann Trustee 0.1 X Varner Dr Kevin TRUSTEE 0.1 X Watts Mr Marcus TRUSTEE 0.1 X Williams Mrs Margaret Alkek TRUSTEE 0.1 X Wilson Ms Lora Jean Kilroy TRUSTEE 0.1 X Wulfe Mrs Scott Trustee 0.1 X Zdeblick Mrs Nicholas TRUSTEE 0.1 X Welch Stanton Artistic Director 45.0 X 251375 44694 Nelson James D Executive Director 45.0 X 180538 17374 Zane Cheryl Lynn Finance Director 40.0 X 122975 14496 Ellis Jean Chief Development Officer 40.0 X 123692 7605 Chapman Patricia Director of Individual Giving 40.0 X 124000 14547 Florio Ermanno Music Director 20.0 X 110840 14764 913420 0 113480 9 false true false IATSE LOCAL 51 P O BOX 403 HOUSTON TX 77001 UNION STAGE HANDS 1011962 DCM 45 MAIN ST STE 816 BROOKLYN NY 11201 SALES & FUNDRAISING 339798 WORTHAM CENTER OPERATING CO 510 PRESTON ST 201 HOUSTON TX 77002 WORTHAM STAGE HANDS 329396 DLS EVENT SERVICES 1302 WUAGH DR STE 51 HOUSTON TX 77019 USHERING SERVICES 190008 INFOVINE 110 W 23RD STE 100 HOUSTON TX 77008 MAIL HOUSE/PRINTING 186524 9 548820 43885 4925784 844370 7231613 180258 13594472 PERFORMANCE INCOME 711120 10458178 10458178 TUITION 711120 2704652 2704652 13162830 1080608 1080608 0 0 0 0 0 0 0 0 0 2528546 1976440 552106 552106 552106 34115 43885 11631 22484 22484 0 0 TICKET HANDLING CHARGES 711120 652384 652384 SOUVENIR INCOME 711120 430841 430841 PRIX DU LAUSANNE AWARD 711120 17309 17309 492765 492765 1593299 30005799 14756129 1655198 0 0 0 0 0 0 0 0 642797 306813 335984 0 0 0 0 0 9629869 8316064 699170 614635 523360 450218 47275 25867 1563543 1344091 128486 90966 1278625 1135305 86991 56329 0 0 0 0 327 0 327 0 40365 0 40365 0 0 0 0 0 71687 71687 142359 0 142359 0 0 0 0 0 3448885 3425930 0 22955 2221303 2028551 185041 7711 76913 57685 19228 0 234219 234219 0 0 1495371 1364868 130503 0 610507 576421 34086 0 0 0 0 0 0 0 0 0 0 0 0 0 46620 5635 15640 25345 1598707 1256475 342232 0 156135 117102 39033 0 SCHOLARSHIP EXPENSE 718804 718804 FUNDRAISING EXPENSES 425008 425008 TICKET SALES 326335 326335 SOUVENIR EXPENSES 212231 212231 238132 175739 46635 15758 25702102 21840255 2293355 1568492 X 0 0 11675106 6212343 450682 657373 52545 64244 0 0 0 0 0 0 0 0 631205 480517 57928185 10510077 48189195 47418108 54345098 63288998 0 6465513 0 0 0 0 0 0 115343831 124587096 1035844 1091379 0 0 4299912 4704561 5500000 0 0 0 0 0 0 0 0 0 0 0 10835756 5795940 X 71429233 82949606 1169354 3866555 31909488 31974995 104508075 118791156 115343831 124587096 4303697 9979384 X X false true X true false X false false false 7038290 9544643 9255292 10304932 10286986 46430143 0 0 7038290 9544643 9255292 10304932 10286986 46430143 834004 45596139 1244173 1116650 1255923 1173583 1080608 5870937 0 1036564 1036049 1240892 1091925 1593299 5998729 58299809 51607134 0.78210 0.76264 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60024431 65757 11512982 2067645 142359 69393166 52953118 134848 8912296 1827403 148428 60024431 54800872 1099218 -618325 2155893 172754 52953118 47079375 172797 10640662 2934827 157135 54800872 42985086 19057 7324094 3125319 141543 47079375 0.53920 0.46080 false false 9689178 9689178 38970612 3776944 35193667 278504 53179 225325 3196404 1823407 1372998 5793487 4856547 936940 47418108 ALTERNATIVE INVESTMENTS-MAKENA 6465513 F 6465513 0 0 X 42876600 9979384 293822 10273206 32603394 -2597595 -2597595 30005799 28593519 293822 293822 28299697 -2597595 -2597595 25702102 RECONCILIATION OF REVENUE, PART XI, LINE 4B & PART XII, LINE 4B EXPENSES OF CONSOLIDATED ENTITY (HOUSTON BALLET GUILD, INC.) IN THE AMOUNT OF ($2,798,195) ARE NET WITH CONTRIBUTED INCOME FOR TAX RETURN PRESENTATION, FUNDRAISING EVENT DIRECT EXPENSES OF ($11,631) ARE SHOWN NET WITH EVENT REVENUE FOR TAX RETURN PRESENTATION, AND SOUVENIR EXPENSES OF $212,231 ARE NOT SHOWN AS NET WITH OTHER MISCELLANEOUS REVENUE FOR TAX RETURN PRESENTATION. TOTAL OTHER AMOUNTS 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 ($2,597,595). FIN 48 FOOTNOTE, PART X, LINE 2 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 THAT 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, 2014. 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, 2014. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS TAX RETURNS (FORM 990) FOR 2010 AND LATER ARE SUBJECT TO EXAMINATION BY THE IRS. USE OF ENDOWMENT FUNDS, PART V, LINE 4 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. CANADA 0 0 PROGRAM SERVICES TOUR PERFORMANCES 251551 FRANCE 0 0 PROGRAM SERVICES TOUR PERFORMANCES 142509 0 0 0 0 394060 394060 true false true false false false X X X X X X X true DCM 45 MAIN ST STE 816 BROOKLYN NY 11201 TELEFUNDING false 119735 71687 48048 119735 71687 48048 TX RAISING THE BAR 78000 43885 34115 9999 1632 0 78000 43885 34115 9999 1632 11631 22484 X X X X false true false false false false false false false Welch Stanton Artistic Director 246375 0 5000 35472 9222 296069 0 Nelson James D Executive Director 180538 0 0 8152 9222 197912 0 PART I, LINE 4B THE FOLLOWING OFFICER(S) OR DIRECTORS(S) PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE YEAR: JAMES NELSON - $17,500 PLAN CONTRIBUTION CHERYL ZANE - $17,500 PLAN CONTRIBUTION X 2460 SELLING PRICE X 13 171448 MARKET VALUE X 12 970 SELLING PRICE X TRAVEL AND ENTERTAINMENT 8 5380 SELLING PRICE false true false GOVERNING BODY, PART VI, SECTION A, LINE 1A 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-INSTITUTIONAL GIVING, VICE PRESIDENT-INVESTMENTS, VICE PRESIDENT-SPECIAL EVENTS, TRUSTEE DEVELOPMENT AND 16 MEMBERS-AT-LARGE, INCLUDING THE HOUSTON BALLET GUILD PRESIDENT) ALL OF WHICH ARE MEMBERS OF THE BOARD OF TRUSTEES. OFFICER & TRUSTEE RELATIONS, PART VI, SECTION A, LINE 2 THE FOLLOWING TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH A TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION: Mrs. KATRINA ARNIM/MR. CECIL ARNIM, III-FAMILY RELATIONSHIP MR. IRA BROWN/MRS. IRA BROWN-FAMILY RELATIONSHIP MR. JAMES CROWNOVER/MRS. JAMES CROWNOVER-FAMILY RELATIONSHIP MRS. HARRY CULLEN/MRS. JOSEPH MCCORD-FAMILY RELATIONSHIP MRS. HARRY MACH/MRS. STEVE MACH-FAMILY RELATIONSHIP MRS. MARY ALICE PARMET/MR. MICHAEL PARMET-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 THE FOLLOWING TRUSTEES OR OFFICERS HAVE A BUSINESS RELATIONSHIP WITH HOUSTON BALLET FOUNDATION AND HOUSTON BALLET GUILD, INC. (EIN 74-2129272): MR. KARL STERN MR. JAMES JORDAN MRS. MARY ALICE PARMET MRS. KATRINA ARNIM MRS. WENDY BURKS MRS. DONALD L. ERSKINE MRS. JAMES E. FURR MRS. HENRY S. MAY MRS. JAMES PARR MRS. THOMAS H. SCOTT MRS. S. SHAWN STEPHENS MEMBERS AND STOCKHOLDERS, PART VI, SECTION A, LINE 6 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. TRUSTEE ELECTION, PART VI, SECTION A, LINE 7A THE MEMBERS OF HOUSTON BALLET FOUNDATION MEET ANNUALLY AND VOTE TO ELECT THE BOARD OF TRUSTEES. 990 REVIEW PROCESS, PART IV, SECTION B, LINE 11 B THE TRUSTEES OF THE BOARD WERE PROVIDED ELECTRONIC COPIES OF THE PREPARED FORM 990 PRIOR TO ITS FILING. THE AUDIT COMMITTEE AND THE EXCUTIVE COMMITTEE REVIEWED THE PREPARED FORM 990 DURING THE COURSE OF THEIR REGULAR MEETINGS. CONFLICTS OF INTEREST POLICY, PART VI, SECTION B, LINE 12C ALL TRUSTEES 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. OFFICER COMPENSATION, PART VI, SECTION B, LINE 15A 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. EMPLOYEE COMPENSATION, PART VI, SECTION B, LINE 15B 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. AVAILABILITY TO THE PUBLIC, PART VI, SECTION C, LINE 18 AND 19 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 AVAILABLE UPON REQUEST. AVERAGE HOURS, PART VII, SECTION A, COLUMN B 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. AVERAGE HOURS, PART VII, SECTION A 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 XI, LINE 5 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. HOUSTON BALLET GUILD INC 601 PRESTON ST HOUSTON TX 77002 742129272 SUPPORT HBF TX 501(C0)(3) 11B-TYPE II NA false WORTHAM CENTER OPERATING CO INC 510 PRESTION ST HOUSTON TX 77002 760205663 SUPPORT HBF TX 501(C)(3) 11C-TIII-F NN false false false true false false false false false false false false true true true true true false false PART V, LINE 2 HOUSTON BALLET GUILD AND HOUSTON BALLET FOUNDATION ARE 501(C)(3) AFFILIATES. THE HOUSTON BALLET FOUNDATION DOES NOT CONTROL AND IS NOT CONTROLLED BY HOUSTON BALLET GUILD. 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.