HOUSTON BALLET FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BALLET FOUNDATION (EIN 74-1394920)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201421329349303917
- Schema version
- 2012v2.3
- 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 G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T16:41:52-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Louisiana Suite 2900 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741394920 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON BALLET FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHERYL LYNN ZANE | InCareOfName |
| Name Control | HOUS | NameControl |
| Phone | 7135236300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston St | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES NELSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7135236300 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133564000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES JORDAN PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38291873 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.houstonballet.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SEE ATTACHMENT 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 109 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 109 | NbrIndependentVotingMembers |
| Total Nbr Employees | 415 | TotalNbrEmployees |
| Total Nbr Volunteers | 352 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 13821192 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11601276 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10153660 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10743310 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1842984 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2076708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1283825 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1090343 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27101661 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25511637 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12195030 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12401984 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 93415 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 78663 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1179605 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9966304 | OtherExpensePriorYear |
| Other Expenses Current Year | 10181421 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22254749 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22662068 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4846912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2849569 | RevenuesLessExpensesCY |
| Total Assets BOY | 107599437 | TotalAssetsBOY |
| Total Assets EOY | 115343831 | TotalAssetsEOY |
| Total Liabilities BOY | 13083280 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10835756 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 94516157 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 104508075 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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, TOURS NATIONALLY AND INTERNATIONALLY THROUGHOUT THE YEAR AND MAINTAINS AN ACADEMY THAT PROVIDES DANCE EDUCATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15931783 | Expense |
| Revenue | 9631752 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3265973 | Expense |
| Revenue | 2203483 | Revenue |
| Description | ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATED TO THE OPERATION OF THE BALLET ACADEMY AND THE SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 19197756 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 415 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 109 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 109 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHERYL LYNN ZANE | NamePerson |
| Telephone Number | 7135236300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PRESTON ST | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (115 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| STERN R KARL | |||||||||
| CHAIRMAN | 2.5 | 0.1 | X | X | 0 | 0 | 0 | ||
| 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 | |||||||||
| VP - ACADEMY | 1.5 | X | X | 0 | 0 | 0 | |||
| NICKLOS MR JAMES | |||||||||
| VP - FINANCE | 1.5 | X | X | 0 | 0 | 0 | |||
| HAFNER MR JOSEPH | |||||||||
| VP - INSTITUTIONAL GIVING | 1.5 | X | X | 0 | 0 | 0 | |||
| MCCLURE MR DANIEL | |||||||||
| VP - INVESTMENTS | 1.5 | X | X | 0 | 0 | 0 | |||
| GODFREY MRS H LEE | |||||||||
| VP - MARKETING | 1.5 | X | X | 0 | 0 | 0 | |||
| THRASH MRS BECCA CASON | |||||||||
| VP - SPECIAL EVENTS | 1.5 | X | X | 0 | 0 | 0 | |||
| GRAUBART MRS DONALD | |||||||||
| Trustee | 1.5 | X | X | 0 | 0 | 0 | |||
| Barr Mrs FT | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Blaisdell Mr John A | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Burk Mrs J Patrick | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Chao Mrs Albert | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| George Mr Mitchell | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Jones II Mr Jesse | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Kinloch Mr Leon | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| May Jr Mrs Henry | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| McGee Mr Richard | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Mithoff Mrs Michael | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| Parmet Mr Michael | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| RAY MRS CARROLL ROBERTSON | |||||||||
| Member-at-Large | 1.0 | X | X | 0 | 0 | 0 | |||
| SHORT MS JIAN | |||||||||
| Member-at-Large | 1.0 | 0.5 | X | X | 0 | 0 | 0 | ||
| SWYKA MR NICHOLAS | |||||||||
| MEMBER-AT-LARGE | 1.0 | X | X | ||||||
| WYATT JR MRS OSCAR | |||||||||
| MEMBER-AT-LARGE | 1.0 | X | X | ||||||
| ABERCROMBIE MS KRIS | |||||||||
| TRUSTEE | 0.1 | 0.5 | X | ||||||
| Andreasen Ms Kristen | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Arnim III Mr Cecil | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| ARNOLD JR MRS ISAAC | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Bahr Mr Philip | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Bain Mrs Lorne | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Ballard Mrs AL | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Bazelides Mrs Diane | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Beauchamp Mr Gary | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Bradshaw Mrs Kristy Junco | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Breen Mrs Daniel | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Brown Mr Ira | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Brown Mrs Ira | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Burleson Mr Richard | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Carter Mr Tripp | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Carter Mr Winn | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| CLEMMONS MRS JOHN | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Coy Ms Janet | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Crownover Mr James | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Crownover Mrs James | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Cullen Mrs Harry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| DAVIS MS SASHA | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| deZeeuw Mr Bastiaan | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| DIPAOLO MS JANE | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Earthman Mrs Pamela | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Erskine Mrs Donald | |||||||||
| Trustee | 0.1 | 0.25 | X | 0 | 0 | 0 | |||
| Fant Mrs Richard | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Farb Mrs Diane Lokey | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Fein Dr Kelli Cohen | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Finger Mrs Richard | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Foster Hon Charles | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Furr Mrs James | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Galt Mrs Barry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Gauthier Dr Jerry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Habich Ms Kristen | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Hamman Mrs Henry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Haywood Mrs Theodore | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Hill Mr William | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Hughes Mr Brian | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Johnson Mrs Matthew | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Kilroy Mrs William | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Lawson Ms Melanie | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Leightman Mr E Daniel | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Loveland Mr Mark | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Mach Mrs Harry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Mach Mrs Steven | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Mann Mrs Michael | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Marks Mr Bradley | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| McConn III Mrs J Luke | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| McCord Mrs Joseph | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Mitchell Mr George | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Mithoff Mrs Richard | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Montemayor Marsha | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Moore Ms Nancy Powell | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Muecke Mrs Bryan | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Murphy Mrs Donald | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Nicandros Ms Tassie | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Ondrias Ms Dana | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Osborne Mrs Dee | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Oshman Mr Gene | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Oshman Mrs Marilyn | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Owsley Mrs Cabrina | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Parker Mr Robert | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Parr Mrs James | |||||||||
| Trustee | 0.1 | 0.25 | X | 0 | 0 | 0 | |||
| Perry Mr Timothy | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Pincus Mr David | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Plaeger II Mr Frederick | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Reasoner Mrs Harry | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Rocks Ms Martha | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Sarofim Ms Louisa Stude | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Schaefer Mrs Curtis | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Schiller Jr Mrs John | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Scott Mrs Thomas | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Smith Mrs Lance | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| SMITH MRS REGINALD | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Stephens Ms S Shawn | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| THACKER MS ALLISON | |||||||||
| TRUSTEE | 0.1 | X | 0 | 0 | 0 | ||||
| Trammell Ms Ann | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| TUDOR III MRS ROBERT B | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| VARNER DR KEVIN | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Watts Mr Marcus | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| WILLIAMS MRS MARGARET ALKEK | |||||||||
| TRUSTEE | 0.1 | X | |||||||
| Wulfe Mrs Scott | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Zdeblick Mrs Nicholas | |||||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||||
| Welch Stanton | |||||||||
| ARTISTIC DIRECTOR | 45.0 | X | 244099 | 0 | 42557 | ||||
| NELSON JAMES D | |||||||||
| EXECUTIVE DIRECTOR | 45.0 | X | 159246 | 0 | 17359 | ||||
| Zane Cheryl Lynn | |||||||||
| Finance Director | 45.0 | X | 110825 | 0 | 13238 | ||||
| CHAPMAN PATRICIA | |||||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.0 | 0.25 | 111200 | 13257 | X | ||||
| Florio Ermanno | |||||||||
| Music Director | 20.0 | 106779 | 0 | 13886 | X | ||||
| Conner Jr Cecil C | |||||||||
| MANAGING DIRECTOR | 45.0 | 363356 | 0 | 2787 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1095505 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 103084 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IATSE LOCAL 51 | |||||
| P O BOX 403 | HOUSTON | TX | 77001 | UNION STAGE HANDS | 933755 |
| DCM | |||||
| 45 MAIN ST STE 816 | BROOKLYN | NY | 11201 | SALES & FUNDRAISING | 338749 |
| WORTHAM CENTER OPERATING COMPANY | |||||
| 510 PRESTON ST 201 | HOUSTON | TX | 77002 | WORTHAM STAGE HANDS | 320651 |
| DLS EVENT SERVICES INC | |||||
| 1302 WUAGH DR STE 51 | HOUSTON | TX | 77019 | USHERS | 190212 |
| Bomar Design | |||||
| 2224 Colquitt | HOUSTON | TX | 77098 | Marketing & Design | 169650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 438860 | MembershipDues |
| Fundraising Events | 167211 | FundraisingEvents |
| Related Organizations | 4364779 | RelatedOrganizations |
| Government Grants | 641227 | GovernmentGrants |
| All Other Contributions | 5989199 | AllOtherContributions |
| Noncash Contributions | 611276 | NoncashContributions |
| Total Contributions | 11601276 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE INCOME | 711120 | 8539827 | 8539827 |
| TUITION | 711120 | 2203483 | 2203483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10743310 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1173583 | TotalRevenueColumn |
| Exclusion | $1,173,583 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12998539 | Securities |
| Other | 617480 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12255999 | Securities |
| Other | 456895 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 742540 | Securities |
| Other | 160585 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 903125 | TotalRevenueColumn |
| Exclusion | $903,125 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 65760 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 167211 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 67342 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1582 | TotalRevenueColumn |
| Exclusion | -$1,582 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET HANDLING CHARGES | 711120 | 483338 | 483338 |
| SOUVENIR INCOME | 711120 | 369314 | 369314 |
| PROPERTY TAX REFUND | 711120 | 24385 | 24385 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 214888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214888 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1091925 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25511637 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11835235 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,075,126 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579644 | Total |
| Program Services | 262621 | ProgramServices |
| Management And General | 317023 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8807278 | Total |
| Program Services | 7668058 | ProgramServices |
| Management And General | 643674 | ManagementAndGeneral |
| Fundraising | 495546 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467713 | Total |
| Program Services | 403963 | ProgramServices |
| Management And General | 44617 | ManagementAndGeneral |
| Fundraising | 19133 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1440552 | Total |
| Program Services | 1254986 | ProgramServices |
| Management And General | 109187 | ManagementAndGeneral |
| Fundraising | 76379 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106797 | Total |
| Program Services | 983976 | ProgramServices |
| Management And General | 75841 | ManagementAndGeneral |
| Fundraising | 46980 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53180 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 53180 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78663 | Total |
| Fundraising | 78663 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148428 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 148428 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4880 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4880 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3038087 | Total |
| Program Services | 3015480 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 22607 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1998257 | Total |
| Program Services | 1807602 | ProgramServices |
| Management And General | 180861 | ManagementAndGeneral |
| Fundraising | 9794 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38802 | Total |
| Program Services | 29102 | ProgramServices |
| Management And General | 9700 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136487 | Total |
| Program Services | 136487 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359841 | Total |
| Program Services | 1156139 | ProgramServices |
| Management And General | 203702 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318340 | Total |
| Program Services | 305062 | ProgramServices |
| Management And General | 13278 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31511 | Total |
| Program Services | 4449 | ProgramServices |
| Management And General | 10377 | ManagementAndGeneral |
| Fundraising | 16685 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1372894 | Total |
| Program Services | 1029671 | ProgramServices |
| Management And General | 343223 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150167 | Total |
| Program Services | 112626 | ProgramServices |
| Management And General | 37541 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOLARSHIP EXPENSE | 549645 | 549645 | ||
| TICKET SALES | 323793 | 323793 | ||
| FUNDRAISING EXPENSES | 234425 | 0 | 0 | 234425 |
| SOUVENIR EXPENSES | 163452 | 0 | 0 | 163452 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259232 | Total |
| Program Services | 154096 | ProgramServices |
| Management And General | 89195 | ManagementAndGeneral |
| Fundraising | 15941 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22662068 | Total |
| Program Services | 19197756 | ProgramServices |
| Management And General | 2284707 | ManagementAndGeneral |
| Fundraising | 1179605 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3709616 | BOY |
| EOY | 11675106 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 561816 | BOY |
| EOY | 450682 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93883 | BOY |
| EOY | 52545 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956090 | BOY |
| EOY | 631205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 57629247 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9440052 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49186576 | BOY |
| EOY | 48189195 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53091456 | BOY |
| EOY | 54345098 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107599437 | BOY |
| EOY | 115343831 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 877868 | BOY |
| EOY | 1035844 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3716832 | BOY |
| EOY | 4299912 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8488580 | BOY |
| EOY | 5500000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13083280 | BOY |
| EOY | 10835756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60950124 | BOY |
| EOY | 71429233 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791842 | BOY |
| EOY | 1169354 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31774191 | BOY |
| EOY | 31909488 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94516157 | BOY |
| EOY | 104508075 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107599437 | BOY |
| EOY | 115343831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2849569 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 7142349 | ReconciliationUnrealizedInvest |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7291874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7038290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9544643 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9255292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10304932 | CurrentTaxYear |
| Total | 43435031 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7291874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7038290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9544643 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9255292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10304932 | CurrentTaxYear |
| Total | 43435031 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 884114 | AmountsSubstContributorsTotal |
| Public Support Total170 | 42550917 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1767115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1244173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1116650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1255923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1173583 | CurrentTaxYear |
| Total | 6557444 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1396409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1036564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1036049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1240892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1091925 | CurrentTaxYear |
| Total | 5801839 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 55794314 | TotalSupport |
| Gross Receipts From Admissions Etc | 47240264 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76264 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73274 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52953118 | BeginningOfYearBalance |
| Contributions | 134848 | Contributions |
| Investment Earnings Or Losses | 8912296 | InvestmentEarningsOrLosses |
| Other Expenditures | 1827403 | OtherExpenditures |
| Administrative Expenses | 148428 | AdministrativeExpenses |
| End Of Year Balance | 60024431 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54800872 | BeginningOfYearBalance |
| Contributions | 1099218 | Contributions |
| Investment Earnings Or Losses | -618325 | InvestmentEarningsOrLosses |
| Other Expenditures | 2155893 | OtherExpenditures |
| Administrative Expenses | 172754 | AdministrativeExpenses |
| End Of Year Balance | 52953118 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47079375 | BeginningOfYearBalance |
| Contributions | 172797 | Contributions |
| Investment Earnings Or Losses | 10640662 | InvestmentEarningsOrLosses |
| Other Expenditures | 2934827 | OtherExpenditures |
| Administrative Expenses | 157135 | AdministrativeExpenses |
| End Of Year Balance | 54800872 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42985086 | BeginningOfYearBalance |
| Contributions | 19057 | Contributions |
| Investment Earnings Or Losses | 7342094 | InvestmentEarningsOrLosses |
| Other Expenditures | 3125319 | OtherExpenditures |
| Administrative Expenses | 141543 | AdministrativeExpenses |
| End Of Year Balance | 47079375 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55961173 | BeginningOfYearBalance |
| Contributions | 77788 | Contributions |
| Investment Earnings Or Losses | -11524849 | InvestmentEarningsOrLosses |
| Other Expenditures | 1401562 | OtherExpenditures |
| Administrative Expenses | 127464 | AdministrativeExpenses |
| End Of Year Balance | 42985086 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46840 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53160 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9689178 | OtherCostOrOtherBasis |
| Book Value | 9689178 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38970611 | OtherCostOrOtherBasis |
| Depreciation | 2775792 | Depreciation |
| Book Value | 36194819 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 204970 | OtherCostOrOtherBasis |
| Depreciation | 38868 | Depreciation |
| Book Value | 166102 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3158280 | OtherCostOrOtherBasis |
| Depreciation | 1614738 | Depreciation |
| Book Value | 1543542 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5606208 | OtherCostOrOtherBasis |
| Depreciation | 5010654 | Depreciation |
| Book Value | 595554 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48189195 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 35588206 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7142349 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 414394 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 7556743 | RevenueNotRptdF990 |
| Revenue Subtotal | 28031463 | RevenueSubtotal |
| Other Revenues Not Included | -2519826 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2519826 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25511637 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25596288 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 414394 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 414394 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25181894 | ExpensesSubtotal |
| Other Expenses Not Included | -2519826 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -2519826 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22662068 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF REVENUE | PART XI, LINE 4B & PART XII, LINE 4B | EXPENSES OF CONSOLIDATED ENTITY (HOUSTON BALLET GUILD, INC.) IN THE AMOUNT OF ($2,615,936) ARE NET WITH CONTRIBUTED INCOME FOR TAX RETURN PRESENTATION, FUNDRAISING EVENT DIRECT EXPENSES OF ($67,342) ARE SHOWN NET WITH EVENT REVENUE FOR TAX RETURN PRESENTATION, AND SOUVENIR EXPENSES OF $163,452 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 ($2,519,826). |
| 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, 2013. AS PART OF THE ADOPTION OF THIS GUIDANCE, 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, 2013. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS TAX RETURNS (FORM 990) FOR 2009 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | DCM | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Main St Ste 816 | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 164528 | GrossReceipts |
| Amount Retained By Contractor | 78663 | AmountRetainedByContractor |
| Net To Organization | 85865 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 164528 | TotalGrossReceipts |
| Total Retained By Contractors | 78663 | TotalRetainedByContractors |
| Total Net To Organization | 85865 | TotalNetToOrganization |
| Licensed States | TX | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DWTHS | NameOfEvent1 |
| Gross Receipts Event1 | 145600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 106600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 39000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 43588 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11674 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Raising Barre | NameOfEvent2 |
| Gross Receipts Event2 | 87371 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 60611 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 26760 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10000 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 2080 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 232971 | GrossReceiptsTotal |
| Charitable Contributions Total | 167211 | CharitableContributionsTotal |
| Gross Revenue Total Events | 65760 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 53588 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 13754 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 67342 | DirectExpenseSummaryEvents |
| Net Income Summary | -1582 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONNER JR CECIL C | ||||||||||||||
| MANAGING DIRECTOR | 338356 | 0 | 0 | 0 | 25000 | 0 | 1397 | 0 | 1390 | 0 | 366143 | 0 | 0 | 0 |
| Welch Stanton | ||||||||||||||
| ARTISTIC DIRECTOR | 239199 | 0 | 0 | 0 | 4900 | 0 | 34010 | 0 | 8547 | 0 | 286656 | 0 | 0 | 0 |
| NELSON JAMES D | ||||||||||||||
| EXECUTIVE DIRECTOR | 159246 | 0 | 0 | 0 | 0 | 0 | 8812 | 0 | 8547 | 0 | 176605 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Non-Qualified Retirement Plan | Identifier |
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | 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 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANGER CULTURAL EDUCATION FACILITIES fINANCE CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 263736640 | IssuerEIN |
| Date Issued | 2010-07-22 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | Construction & Equipment Facility- | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 2988580 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 20000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 147933 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 95000 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 19483591 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 273416 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | true | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 580805 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | TVL & ENTERTAINMENT | Description |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25001 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE OF COMPARABLE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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-MARKETING, VICE PRESIDENT-SPECIAL EVENTS, TRUSTEE DEVELOPMENT AND 15 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: 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. RICHARD MITHOFF/MRS. MICHAEL MITHOFF-FAMILY RELATIONSHIP MR. JAMES JORDAN/MRS. 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. E. DANIEL LEIGHTMAN/MR. E. DANIEL LEIGHTMAN-FAMILY RELATIONSHIP MRS. MARY ALICE PARMET/MR. MICHAEL PARMET-FAMILY RELATIONSHIP MRS. 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 Ms. Jian Short Ms. Kris Abercrombie |
| 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/MANAGING 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/MANAGING 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/MANAGING 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. |
| COMMITTEE ASSUMING RESPONSIBILITY FOR OVERSIGHT OF FINANCIAL STATEMENTS | PART XII, QUESTION 2C | 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
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HOUSTON BALLET GUILD INC | ||||||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | 742129272 | SUPPORT HBF | TX | 501(C)(3) | 11B-TYPE II | NA | false |
| WORTHAM CENTER OPERATING CO INC | ||||||||||
| 510 PRESTON ST | HOUSTON | TX | 77002 | 760205663 | SUPPORT HBF | TX | 501(C)(3) | 11C-TIII-F | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART V, LINE 2 | Identifier |
| Explanation | 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. | Explanation |
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