Civic Intelligence

Houston Ballet Foundation

990 • Fiscal year 2014 • EIN 74-1394920

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 17, 2015

Organization Profilewww.houstonballet.org

View Organization Page

601 Preston StSuite77002

(713) 523-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.05x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.19x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$296,069

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

5.2%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$124,587,096

Up $9,243,265 (+8.0%) from 2013

Net Assets

Up

$118,791,156

Up $14,283,081 (+14%) from 2013

Liabilities

Down

$5,795,940

Down $5,039,816 (-47%) from 2013

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

$30,005,799

No earlier filing loaded for comparison.

Expenses

Up

$25,702,102

Up $3,040,034 (+13%) from 2013

Net Income

$4,303,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $91,290,819Liabilities 2010: $13,602,696Net Assets 2010: $77,688,1232010Assets 2011: $110,675,828Liabilities 2011: $18,622,996Net Assets 2011: $92,052,8322011Assets 2012: $107,599,437Liabilities 2012: $13,083,280Net Assets 2012: $94,516,1572012Assets 2013: $115,343,831Liabilities 2013: $10,835,756Net Assets 2013: $104,508,0752013Assets 2014: $124,587,096Liabilities 2014: $5,795,940Net Assets 2014: $118,791,1562014Assets 2015: $124,923,915Liabilities 2015: $6,403,597Net Assets 2015: $118,520,3182015Assets 2016: $125,475,334Liabilities 2016: $6,522,453Net Assets 2016: $118,952,8812016Assets 2017: $134,953,124Liabilities 2017: $7,092,594Net Assets 2017: $127,860,5302017Assets 2018: $142,190,570Liabilities 2018: $7,465,522Net Assets 2018: $134,725,0482018Assets 2019: $142,276,831Liabilities 2019: $7,643,239Net Assets 2019: $134,633,5922019Assets 2020: $142,349,387Liabilities 2020: $8,316,845Net Assets 2020: $134,032,5422020Assets 2021: $165,247,837Liabilities 2021: $6,247,374Net Assets 2021: $159,000,4632021Assets 2022: $166,414,247Liabilities 2022: $8,111,187Net Assets 2022: $158,303,0602022Assets 2023: $169,925,338Liabilities 2023: $8,389,305Net Assets 2023: $161,536,0332023Assets 2024: $181,517,628Liabilities 2024: $8,417,817Net Assets 2024: $173,099,8112024Assets 2025: $184,991,674Liabilities 2025: $7,885,116Net Assets 2025: $177,106,5582025

Highlighted filing

2014

Assets$124,587,096
Liabilities$5,795,940
Net Assets$118,791,156
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $18,914,2042010Expenses 2011: $20,289,5442011Revenue 2012: $27,101,661Expenses 2012: $22,254,749Net Income 2012: $4,846,9122012Expenses 2013: $22,662,0682013Revenue 2014: $30,005,799Expenses 2014: $25,702,102Net Income 2014: $4,303,6972014Revenue 2015: $29,242,821Expenses 2015: $27,683,551Net Income 2015: $1,559,2702015Revenue 2016: $39,426,056Expenses 2016: $30,030,115Net Income 2016: $9,395,9412016Revenue 2017: $34,555,867Expenses 2017: $34,183,785Net Income 2017: $372,0822017Revenue 2018: $36,905,524Expenses 2018: $33,377,852Net Income 2018: $3,527,6722018Revenue 2019: $33,107,031Expenses 2019: $35,013,677Net Income 2019: -$1,906,6462019Revenue 2020: $33,653,691Expenses 2020: $32,847,451Net Income 2020: $806,2402020Revenue 2021: $40,208,587Expenses 2021: $19,984,794Net Income 2021: $20,223,7932021Revenue 2022: $49,258,253Expenses 2022: $32,770,439Net Income 2022: $16,487,8142022Revenue 2023: $38,816,415Expenses 2023: $38,681,214Net Income 2023: $135,2012023Revenue 2024: $46,357,760Expenses 2024: $39,735,867Net Income 2024: $6,621,8932024Revenue 2025: $41,957,306Expenses 2025: $41,953,862Net Income 2025: $3,4442025

Highlighted filing

2014

Revenue$30,005,799
Expenses$25,702,102
Net Income$4,303,697
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 17, 2015
Return Version
2013v4.0
Gross Receipts
$31,993,870
Mission and Program Overview

Mission

To inspire a lasting love and appreciation for dance through artistic excellence, exhilarating performances, innovative choreography and superb educational programs. The organization maintains a company of professional dancers and orchestra that give performances in houston, tx on tour nationally and internationally throughout the year and maintains an academy that provides dance education.

SEE ATTACHMENT 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$54,345,098$63,288,998▲ $8,943,900
Land, Buildings, and Equipment, Net$48,189,195$47,418,108▼ $771,087
Investments Other Securities$0$6,465,513▲ $6,465,513
Savings and Temporary Cash Investments$11,675,106$6,212,343▼ $5,462,763
Pledges and Grants Receivable$450,682$657,373▲ $206,691
Prepaid Expenses and Deferred Charges$631,205$480,517▼ $150,688
Accounts Receivable$52,545$64,244▲ $11,699
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$115,343,831$124,587,096▲ $9,243,265
Other Assets Total$0$0→ $0
Liabilities
Tax Exempt Bond Liabilities$5,500,000$0▼ $5,500,000
Deferred Revenue$4,299,912$4,704,561▲ $404,649
Accounts Payable and Accrued Expenses$1,035,844$1,091,379▲ $55,535
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$10,835,756$5,795,940▼ $5,039,816
Net Assets / Fund Balance
Unrestricted Net Assets$71,429,233$82,949,606▲ $11,520,373
Permanently Rstr Net Assets$31,909,488$31,974,995▲ $65,507
Temporarily Rstr Net Assets$1,169,354$3,866,555▲ $2,697,201
Total Net Assets Fund Balance$104,508,075$118,791,156▲ $14,283,081
Total Liabilities and Net Assets / Fund Balance$115,343,831$124,587,096▲ $9,243,265

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,193,667$3,776,944$38,970,612
Land$9,689,178-$9,689,178
Other Land Buildings$936,940$4,856,547$5,793,487
Equipment$1,372,998$1,823,407$3,196,404
Leasehold Improvements$225,325$53,179$278,504
Other Securities$6,465,513--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$60,024,431$65,757▲ $11,512,982$2,067,645$69,393,166
2012$52,953,118$134,848▲ $8,912,296$1,827,403$60,024,431
2011$54,800,872$1,099,218▼ $618,325$2,155,893$52,953,118
2010$47,079,375$172,797▲ $10,640,662$2,934,827$54,800,872
2009$42,985,086$19,057▲ $7,324,094$3,125,319$47,079,375
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Welch StantonArtistic DirectorFT$246,375$49,694$296,069
Joseph Mrs RussellSecretary-$251,375$44,694$296,069
Nelson James DExecutive DirectorFT$180,538$17,374$197,912
Loya Ms LeticiaVice President-Academy-$180,538$17,374$197,912
Mcclure Mr DanielVice President-Investments-$124,000$14,547$138,547
Nicklos Mr JamesVice President - FINANCE-$122,975$14,496$137,471
Hafner Mr JosephVP - Institutional Giving-$123,692$7,605$131,297
Thrash Mrs Becca CasonVice President-Special Events-$110,840$14,764$125,604

Board Members and Trustees

NameTitle
Stern Mr KarlChairman
Jordan Mr JamesPresident
Chapman PatriciaDirector of Individual Giving
Zane Cheryl LynnFinance Director
Florio ErmannoMusic Director
Andreasen Ms KristenTrustee
Arnim III Mr CecilTrustee
Arnold Jr Mrs IsaacTrustee
Bahr Mr PhilipTrustee
Bain Mrs LorneTrustee
Ballard Mrs ALTrustee
Bazelides Mrs DianeTrustee
Beauchamp Mr GaryTrustee
Benz Ms SallymoonTrustee
Bhatia Ms GinaTrustee
Blanton Mrs LeslieTrustee
Breen Mrs DanielTrustee
Brown Mr IraTrustee
Brown Mr OscarTrustee
Brown Mrs IraTrustee
Burleson Mr RichardTrustee
Carter Mr TrippTrustee
Clemmons Mrs JohnTrustee
Coy Ms JanetTrustee
Crownover Mr JamesTrustee
Crownover Mrs JamesTrustee
Cullen Mrs HarryTrustee
DiPaolo Ms JaneTrustee
Earthman Mrs PamelaTrustee
Fant Mrs RichardTrustee
Farb Mrs Diane LokeyTrustee
Fein Dr Kelli CohenTrustee
Foster Hon CharlesTrustee
Galt Mrs BarryTrustee
Gauthier Dr JerryTrustee
Godfrey Mrs H LeeTrustee
Habich Ms KristenTrustee
Hamman Mrs HenryTrustee
Haywood Mrs TheodoreTrustee
Hill Mr WilliamTrustee
Hughes Mr BrianTrustee
Johnson Mrs MatthewTrustee
Lawson Ms MelanieTrustee
Leightman Mr E DanielTrustee
Loveland Mr MarkTrustee
Lubanko Mrs KelleyTrustee
Mach Mrs HarryTrustee
Mach Mrs SteveTrustee
Mann Mrs MichaelTrustee
Marks Mr BradleyTrustee
McConn III Mrs J LukeTrustee
McCord Mrs JosephTrustee
Mithoff Mrs RichardTrustee
Montemayor MarshaTrustee
Moore Ms Nancy PowellTrustee
Muecke Mrs BryanTrustee
Murphy Mrs DonaldTrustee
Nicandros Ms TassieTrustee
Ondrias Ms DanaTrustee
Osborne Mrs DeeTrustee
Oshman Mr GeneTrustee
Owsley Mrs CabrinaTrustee
Parker Mr RobertTrustee
Perry Mr TimothyTrustee
Pincus Mr DavidTrustee
Plaeger II Mr FrederickTrustee
Reasoner Mrs HarryTrustee
Rocks Ms MarthaTrustee
Saitoh Ms AkemiTrustee
Sarofim Ms Louisa StudeTrustee
Schaefer Mrs CurtisTrustee
Schiller Jr Mrs JohnTrustee
Smith Mrs AliciaTrustee
Smith Mrs ReginaldTrustee
Thacker Ms AllisonTrustee
Trammell Ms AnnTrustee
Varner Dr KevinTrustee
Watts Mr MarcusTrustee
Williams Mrs Margaret AlkekTrustee
Wilson Ms Lora Jean KilroyTrustee
Wulfe Mrs ScottTrustee
Zdeblick Mrs NicholasTrustee
deZeeuw Mr BastiaanTrustee
Graubart Mrs DonaldTrustee Development
Erskine Mrs DonaldTrustee Guild Academy Support
Furr Mrs JamesTrustee GUILD COFFEE-SPRING
Stephens Ms S ShawnTRUSTEE guild special advisor
Burks Mrs WendyTRUSTEE Guild Special Events
Scott Mrs ThomasTrustee guild special events
Arnim Mrs KatrinaTRUSTEE Guild Treasurer
Parr Mrs JamesTrustee Guild Wortham Student
Ellis JeanChief Development Officer
Barr Mrs FTMember-at-Large
Blaisdell Mr John AMember-at-Large
Bradshaw Mrs Kristy JuncoMember-at-Large
Burk Mrs J PatrickMember-at-Large
Chao Mrs AlbertMember-at-Large
Jones II Mr JesseMember-at-Large
Kinloch Mr LeonMember-at-Large
May Jr Mrs HenryMember-at-Large
McGee Mr RichardMember-at-Large
Mithoff Mrs MichaelMember-at-Large
Parmet Mr MichaelMember-at-Large
Ray Mrs Carroll RobertsonMember-at-Large
Swyka Mr NicholasMember-at-Large
Tudor III Mrs Robert BMember-at-Large
Wyatt Jr Mrs OscarMember-at-Large
Parmet Mrs Mary AliceMember-at-Large Guild Pres

Highest Paid Contractors

ContractorServicesLocationCompensation
Iatse Local 51Union Stage Hands-$1,011,962
DcmSales & Fundraising-$339,798
Wortham Center Operating CoWortham Stage Hands-$329,396
Dls Event ServicesUshering Services-$190,008
InfovineMail House/printing-$186,524
Revenue and Support

Revenue Composition

Contributions and Grants
$13,594,472
Program Service Revenue
$13,162,830
Investment Income
$1,632,714
Other Revenue
$1,615,783
All Other Contributions
$7,231,613
Change in Net Assets
$4,303,697

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$171,448Market Value
Other Non Cash Contri Table8$5,380Selling Price
Clothing and Household Goods-$2,460Selling Price
Food Inventory12$970Selling Price
Total Noncash Contributions33$180,258-

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,603,394
Revenue Not Reported on Financial Statements
$-2,597,595
Revenue Not Reported on Form 990
$10,273,206
Other Revenue Adjustments
$-2,597,595
Total Revenue per Audited Statements
$42,876,600
Total Revenue per Form 990
$30,005,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,638,194
Other Expenses$11,992,221
Total Fundraising Expense$1,568,492
Professional Fundraising Fees$71,687
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,316,064$699,170$614,635$9,629,869
Advertising$3,425,930$0$22,955$3,448,885
Office Expenses$2,028,551$185,041$7,711$2,221,303
Depreciation Depletion$1,256,475$342,232$0$1,598,707
Other Employee Benefits$1,344,091$128,486$90,966$1,563,543
Occupancy$1,364,868$130,503$0$1,495,371
Payroll Taxes$1,135,305$86,991$56,329$1,278,625
Current Officers, Directors, Trustees, and Key Employees$306,813$335,984$0$642,797
Travel$576,421$34,086$0$610,507
Pension Plan Contributions$450,218$47,275$25,867$523,360
All Other Expenses$175,739$46,635$15,758$238,132
Royalties$234,219$0$0$234,219
Other Expenses$326,335-$212,231$212,231
Insurance$117,102$39,033$0$156,135
Fees for Service Investment Mgmnt Fees$0$142,359$0$142,359
Information Technology$57,685$19,228$0$76,913
Fees for Services Professional Fundraising--$71,687$71,687
Payments to Affiliates$5,635$15,640$25,345$46,620
Fees for Services Accounting$0$40,365$0$40,365
Fees for Services Legal$0$327$0$327
Total Functional Expenses$21,840,255$2,293,355$1,568,492$25,702,102

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$28,593,519
Expenses per Audited Statements$28,299,697
Total Expenses per Form 990$25,702,102
Expenses Not Reported on Form 990$293,822
Expenses Not Reported on Financial Statements$-2,597,595
Other Expense Adjustments$-2,597,595
International Activity

International Summary

Offices
0
Employees
0
Spending
$394,060

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
CanadaProgram ServicesTour Performances00$251,551
FranceProgram ServicesTour Performances00$142,509
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$71,687
Fundraising Gross Income$34,115
Fundraising Direct Expenses$11,631

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,000$34,115$1,632$32,483
Total Events$78,000$34,115$11,631$22,484
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing Body, Part VI, Section A, Line 1A

“The board of trustees delegates its authority to act on its behalf to the executive committee, which has broad authority to act on behalf of the board of trustees. The executive committee consists of 25 people (chairman, president, secretary, vice president-academy, vice president-finance, vice president-institutional giving, vice president-investments, vice president-special events, trustee development and 16 members-at-large, including the houston ballet guild president) all of which are members of the board of trustees.”

Officer & Trustee Relations, Part VI, Section A, Line 2

“THE FOLLOWING TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH A TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION: Mrs. KATRINA ARNIM/MR. CECIL ARNIM, III-FAMILY RELATIONSHIP MR. IRA BROWN/MRS. IRA BROWN-FAMILY RELATIONSHIP MR. JAMES CROWNOVER/MRS. JAMES CROWNOVER-FAMILY RELATIONSHIP MRS. HARRY CULLEN/MRS. JOSEPH MCCORD-FAMILY RELATIONSHIP MRS. HARRY MACH/MRS. STEVE MACH-FAMILY RELATIONSHIP MRS. MARY ALICE PARMET/MR. MICHAEL PARMET-FAMILY RELATIONSHIP MR. JAMES JORDAN/MRS. S. SHAWN STEPHENS-FAMILY RELATIONSHIP THE FOLLOWING HOUSTON BALLET GUILD TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH A TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION, RESPECTIVELY: MRS. KATRINA ARNIM/MR. CECIL ARNIM, III-FAMILY RELATIONSHIP MRS. EVELYN LEIGHTMAN/MR. E. DANIEL LEIGHTMAN-FAMILY RELATIONSHIP MRS. MARY ALICE PARMET/MR. MICHAEL PARMET-FAMILY RELATIONSHIP MRS. S. SHAWN STEPHENS/MR. JAMES JORDAN-FAMILY RELATIONSHIP THE FOLLOWING TRUSTEES OR OFFICERS HAVE A BUSINESS RELATIONSHIP WITH HOUSTON BALLET FOUNDATION AND HOUSTON BALLET GUILD, INC. (EIN 74-2129272): MR. KARL STERN MR. JAMES JORDAN MRS. MARY ALICE PARMET MRS. KATRINA ARNIM MRS. WENDY BURKS MRS. DONALD L. ERSKINE MRS. JAMES E. FURR MRS. HENRY S. MAY MRS. JAMES PARR MRS. THOMAS H. SCOTT MRS. S. SHAWN STEPHENS”

Members and Stockholders, Part VI, Section A, Line 6

“The houston ballet foundation is an organization with members who meet annually and vote to elect the board of trustees. The members do not exercise any management authority and do not receive any share of the organization's profits or a share of the organization's net assets upon the organization's dissolution.”

Trustee Election, Part VI, Section A, Line 7A

“The members of houston ballet foundation meet annually and vote to elect the board of trustees.”

Conflicts of Interest Policy, Part VI, Section B, Line 12C

“All trustees of the board are sent a questionnaire annually that includes the name, title, date, and signature of each person reporting to disclose any interests that could give rise to conflicts.”

Officer Compensation, Part VI, Section B, Line 15A

“Before hiring or extending the written employment contracts of either the executive director or the artistic director, the executive committee or a specially-formed committee reviews data including, but not limited to, form 990 of other organizations, compensation surveys, and employment contracts. The executive committee approves the compensation of both the executive director and the artistic director.”

Employee Compensation, Part VI, Section B, Line 15B

“Within budgetary constraints approved by the executive committee and after reviewing form 990 of other organizations, compensation surveys and employment contracts, the executive director and/or the artistic director approve the compensation for the officers or key employees of the houston ballet foundation.”

Availability to the Public, Part VI, Section C, Line 18 and 19

“The 990 is available for public inspection upon request and through guidestar online and a link to guidestar is on the hbf website. All governing documents, conflict of interest policy, etc. Are available upon request.”

Average Hours, Part VII, Section A, Column B

“Compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors: trustees not serving on the executive committee may attend meetings for the full board of trustees or meetings of other committees, but the average weekly hours is less than .10 per week and are listed with .10 in column b as a result.”

Average Hours, Part VII, Section A

“Compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors: although an estimate of hours per week to related organizations was made, no compensation is reported in column e and f from any related organization.”

Filing and Contact Details

Filer

EIN
74-1394920
In Care Of
% CHERYL LYNN ZANE
Phone
7135236300

Signing Officer

Name
James Nelson
Title
Executive Director
Phone
7135236300
Signed
2015-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phoebe Tudor President
Formed
1955
Legal Domicile
TX
Voting Board Members
110
Independent Board Members
110
Employees
426
Volunteers
363

Preparer

Preparer
Cassie Melebeck
Phone
7135236300
Supplemental Narrative

Additional Explanations

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.”

Part XI, Line 5

“Houston ballet foundation and houston ballet guild, inc. Have a combined audit report. Houston ballet foundation has an audit committee charged with responsibility for the oversight of the combined financial statements and the selection of an independent accountant.”

Financial Statement Notes

Reconciliation of Revenue, Part XI, Line 4B & Part XII, Line 4B

“Expenses of consolidated entity (houston ballet guild, inc.) in the amount of ($2,798,195) are net with contributed income for tax return presentation, fundraising event direct expenses of ($11,631) are shown net with event revenue for tax return presentation, and souvenir expenses of $212,231 are not shown as net with other miscellaneous revenue for tax return presentation. Total other amounts included on schedule d, part xi, line 4b, but not on line 1 and schedule d, part xii, line 4b, but not on line 1 is ($2,597,595).”

Fin 48 Footnote, Part X, Line 2

“The income tax position taken by the foundation, for any years open under the various statutes of limitations, is that the foundation continues to be exempt from income taxes by virtue of being a nonprofit organization. Management believes that this tax position meets the more-likely-than-not threshold and, accordingly, the tax benefit of this income tax position (no income tax liability) has been recognized for the years ended on or before june 30, 2014. The foundation will record income tax related interest and penalties, if applicable, as a component of the provision for income tax expense. However, there were no amounts recognized relating to interest and penalties in the statement of activities for the year ended june 30, 2014. The foundation's federal exempt organization business tax returns (form 990) for 2010 and later are subject to examination by the irs.”

Use of Endowment Funds, Part V, Line 4

“Houston ballet foundation uses endowment funds to guarantee future financial security of the foundation. Endowment funds are invested to provide the foundation with long-term growth consistent with the preservation of capital and the annual budget requirement within withdrawal limitations established by the board of trustees of the foundation.”

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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,587,096
Liabilities
$5,795,940
Net assets
$118,791,156
Revenue
$30,005,799
Expenses
$25,702,102
Net income
$4,303,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$185$7.89$177$42.0$42.0$0.00
2024Detailed filing. Detailed filing data is available for this year.$182$8.42$173$46.4$39.7$6.62
2023Detailed filing. Detailed filing data is available for this year.$170$8.39$162$38.8$38.7$0.14
2022Detailed filing. Detailed filing data is available for this year.$166$8.11$158$49.3$32.8$16.5
2021Detailed filing. Detailed filing data is available for this year.$165$6.25$159$40.2$20.0$20.2
2020Detailed filing. Detailed filing data is available for this year.$142$8.32$134$33.7$32.8$0.81
2019Detailed filing. Detailed filing data is available for this year.$142$7.64$135$33.1$35.0$1.91
2018Detailed filing. Detailed filing data is available for this year.$142$7.47$135$36.9$33.4$3.53
2017Detailed filing. Detailed filing data is available for this year.$135$7.09$128$34.6$34.2$0.37
2016Detailed filing. Detailed filing data is available for this year.$125$6.52$119$39.4$30.0$9.40
2015Detailed filing. Detailed filing data is available for this year.$125$6.40$119$29.2$27.7$1.56
2014Detailed filing. Detailed filing data is available for this year.$125$5.80$119$30.0$25.7$4.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$10.8$105$22.7
2012Summary only. Only limited summary data is available for this year.$108$13.1$94.5$27.1$22.3$4.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$111$18.6$92.1$20.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$13.6$77.7$18.9