BALLET AUSTIN FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BALLET AUSTIN FOUNDATION (EIN 74-2884031)
Tax period
2009-08-01 to 2010-07-31
Filed
2011-05-24
IRS object ID
201141449349300604
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-24T08:23:41-05:00Timestamp
Tax Period End Date2010-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Maxwell Locke & Ritter LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1401 Congress Avenue Suite 1100AddressLine1
CityAustinCity
StateTXState
ZIP Code787019682ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN742884031EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Ballet Austin FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBALLNameControl
Phone5124826870Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 W 3rd StreetAddressLine1
CityAustinCity
StateTXState
ZIP Code78701ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDerry SwangerName
TitleTRUSTEETitle
Phone5124826870Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSean HolcombName
Phone5123703200Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSarah ButlerNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1501 W 3rd StreetAddressLine1
CityAustinCity
StateTXState
ZIP Code78701ZIPCode
FieldValueIRS element (for citing)
Gross Receipts106044GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1998YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionTO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL AND/OR PERSONAL PROPERTY FOR THE SOLE AND EXCLUSIVE BENEFIT OF BALLET AUSTIN, INCORPORATED, A TEXAS NON-PROFIT CORPORATION AND AN IRC SECTION 501(C)(3) TAX EXEMPT ORGANIZATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year13939ContributionsGrantsPriorYear
Contributions Grants Current Year78527ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year36556InvestmentIncomePriorYear
Investment Income Current Year27517InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year50495TotalRevenuePriorYear
Total Revenue Current Year106044TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year49418OtherExpensePriorYear
Other Expenses Current Year69216OtherExpensesCurrentYear
Total Expenses Prior Year49418TotalExpensesPriorYear
Total Expenses Current Year69216TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1077RevenuesLessExpensesPriorYear
Revenues Less Expenses CY36828RevenuesLessExpensesCY
Total Assets BOY1442634TotalAssetsBOY
Total Assets EOY1590758TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1442634NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1590758NetAssetsOrFundBalancesEOY
Mission DescriptionTHE FOUNDATION WAS ESTABLISHED IN 1998 FOR THE PURPOSE OF ENCOURAGING BROAD-BASED PUBLIC SUPPORT OF BALLET AUSTIN INCORPORATED AND TO RECEIVE, MANAGE AND INVEST CONTRIBUTIONS FOR THE EXCLUSIVE BENEFIT OF BALLET AUSTIN INCORPORATED.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense64807Expense
DescriptionSUPPORTED BALLET AUSTIN, INCORPORATED.Description
Total Program Service Expense64807TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GAIL ROMNEYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5124769151TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 W 3RD StreetAddressLine1
CityAustinCity
StateTXState
ZIP Code78701ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SARAH BUTLER
Chair1.00X000
Craig Kuglen
Trustee1.00X000
Diane LAND
Trustee1.00X000
TERESA L LONG
Vice Chair1.00X000
Jennene Mashburn
Trustee1.00X000
DANIEL H BYRNE
Ballet Austin President1.00X000
Jennifer Guthrie
ballet Austin Treasurer1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Related Organizations15000RelatedOrganizations
All Other Contributions63527AllOtherContributions
Total Contributions78527TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column27517TotalRevenueColumn
Exclusion$27,517ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column106044TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$27,517ExclusionAmount

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total64807Total
Program Services64807ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMiscellaneous ExpensesDescription
Total4409Total
Management And General4409ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total69216Total
Program Services64807ProgramServices
Management And General4409ManagementAndGeneral
Fundraising0Fundraising

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1442634BOY
EOY1590758EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1442634BOY
EOY1590758EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1296479BOY
EOY1375007EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY146155BOY
EOY215751EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1442634BOY
EOY1590758EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1442634BOY
EOY1590758EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1BALLET AUSTIN INCBusinessNameLine1
FieldValueIRS element (for citing)
EIN746060386EIN
Type Of Organization9TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$64,807Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts64807SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue106044TotalRevenue
Total Expenses69216TotalExpenses
Excess Or Deficit For Year36828ExcessOrDeficitForYear
Net Unrealized GL On Investments111296NetUnrealizedGLOnInvestments
Total Adjustments111296TotalAdjustments
Excess Or Deficit Per FS148124ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt217340TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments111296NetUnrealizedGainsInvestments
Revenue Not Rptd F990111296RevenueNotRptdF990
Revenue Subtotal106044RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990106044TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt69216TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal69216ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99069216TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart X:Identifier
Return ReferenceDescription of Uncertain Tax Positions Under FIN 48:ReturnReference
ExplanationTHE FASB ISSUED NEW GUIDANCE WITHIN ASC 740-10-25, INCOME TAXES, EFFECTIVE FOR YEARS BEGINNING AFTER DECEMBER 15, 2008. IT CLARIFIED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION ADOPTED THE AMENDED PROVISIONS DURING THE YEAR ENDED JULY 31, 2010. THIS STANDARD HAD NO EFFECT ON THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION, STATEMENTS OF ACTIVITIES OR CASH FLOWS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
Form 990, Part VI, Section B, line 12cEACH YEAR A FORM IS SENT TO ALL BOARD MEMBERS ASKING THEM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST BEFORE THE WINTER BOARD MEETING. THIS INFORMATION IS KEPT ON FILE.
Form 990, Part VI, Section C, line 19THESE DOCUMENTS ARE FURNISHED UPON REQUEST.
FORM 990, PART XI, LINE 2C:THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED.PROCESSES FOR OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1BALLET AUSTIN INCORPORATEDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 W 3RD STREETAddressLine1
CityAUSTINCity
StateTXState
ZIP Code78701ZIPCode
FieldValueIRS element (for citing)
EIN746060386EIN
Primary ActivitiesBALLET PERFORMANCES AND TEACHINGPrimaryActivities
Legal Domicile StateTXLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status509(A)(2)PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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