Civic Intelligence

Houston Ballet Foundation

990 • Fiscal year 2017 • EIN 74-1394920

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 19, 2018

Organization Profilewww.houstonballet.org

View Organization Page

601 Preston StHouston, TX 77002

(713) 523-6300

Siviq Scores

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

Liabilities / Assets

18th percentile

0.05x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.21x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

39th percentile

1.1%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$431,429

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

57th percentile

7.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-12%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$134,953,124

Up $9,477,790 (+7.6%) from 2016

Net Assets

Up

$127,860,530

Up $8,907,649 (+7.5%) from 2016

Liabilities

Up

$7,092,594

Up $570,141 (+8.7%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin39th percentile

Revenue

Down

$34,555,867

Down $4,870,189 (-12%) from 2016

Expenses

Up

$34,183,785

Up $4,153,670 (+14%) from 2016

Net Income

Down

$372,082

Down $9,023,859 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$134,953,124
Liabilities$7,092,594
Net Assets$127,860,530
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$34,555,867
Expenses$34,183,785
Net Income$372,082
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 19, 2018
Return Version
2016v3.1
Gross Receipts
$45,911,299
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$58,806,637$66,498,596▲ $7,691,959
Land, Buildings, and Equipment, Net$48,032,592$47,327,841▼ $704,751
Savings and Temporary Cash Investments$8,776,258$8,069,353▼ $706,905
Investments Other Securities$6,308,490$6,790,824▲ $482,334
Pledges and Grants Receivable$2,075,347$5,209,817▲ $3,134,470
Prepaid Expenses and Deferred Charges$1,416,890$864,801▼ $552,089
Accounts Receivable$59,120$191,892▲ $132,772
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$125,475,334$134,953,124▲ $9,477,790
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$4,993,862$5,577,338▲ $583,476
Accounts Payable and Accrued Expenses$1,528,591$1,515,256▼ $13,335
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
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,522,453$7,092,594▲ $570,141
Net Assets / Fund Balance
Unrestricted Net Assets$81,028,184$89,687,519▲ $8,659,335
Permanently Rstr Net Assets$32,348,519$35,448,275▲ $3,099,756
Temporarily Rstr Net Assets$5,576,178$2,724,736▼ $2,851,442
Total Net Assets Fund Balance$118,952,881$127,860,530▲ $8,907,649
Total Liabilities and Net Assets / Fund Balance$125,475,334$134,953,124▲ $9,477,790

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,190,211$6,780,400$38,970,611
Other Land Buildings$3,739,324$8,900,961$12,640,285
Land$9,689,178-$9,689,178
Equipment$1,200,841$2,306,128$3,506,969
Leasehold Improvements$508,287$141,722$650,009
Other Securities$6,790,824--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$65,324,129$3,118,390▲ $10,074,085$2,731,179$75,540,005
2015$68,748,474$303,947▼ $1,238,200$2,316,515$65,324,129
2014$69,393,166$81,983▲ $974,712$1,542,824$68,748,474
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
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Welch StantonArtistic DirectorFT$336,154$95,275$431,429
Nelson James DExecutive DirectorFT$262,000$42,389$304,389
Chapman PatriciaCEO of Nutcracker MarketFT$143,900$36,484$180,384
Zane Cheryl LynnChief Financial OfficerFT$143,900$36,484$180,384
Florio ErmannoMusic DirectorPT$140,633$17,421$158,054
Lane AngelaChief Development OfficerFT$140,443$17,411$157,854
Brown ChristianDirector - Marketing & PrFT$120,000$16,389$136,389
Bardo Sara WebbPrincipal DancerPT$114,500$18,029$132,529

Board Members and Trustees

NameTitle
Tudor Mrs PhoebeChairman - Hb Guild Board
Campbell Mr CeciliaM.a.l. - Hb Guild President
Thacker Ms AllisonPresident - Hb Guild Board
May Jr Mrs Henry SVice President - Academy
Stephens Ms S ShawnVice President - Development
Nicklos Mr James MVice President - Finance
Swyka Mr Nicholas LVice President - Investments
Thrash Mrs Becca CasonVice President-special Events
Arnim Iii Mr Cecil HTrustee
Bahr Mr Philip aTrustee
Bazan Ms BrendaTrustee
Bazelides Mrs DianeTrustee
Beauchamp Mr Gary VTrustee
Bhatia Ms GinaTrustee
Blaisdell Mr John aTrustee
Blanton Mrs Leslie DTrustee
Bradfield Mr TonyTrustee
Breen Mrs Daniel aTrustee
Burks Mrs Wendy WilkinsTrustee
Burleson Mr Richard LTrustee
Carter Mr TrippTrustee
Chevray Mrs KayTrustee
Coy Ms JanetTrustee
Crownover Mr James WTrustee
Crownover Mrs James WTrustee
Cruz Mrs HeidiTrustee
Cullen Mrs Harry HTrustee
Cullen Mrs LillianTrustee
Davis Ms SashaTrustee
De Zeeuw Mr BastiaanTrustee
Dipaolo Ms JaneTrustee
Earthman Mrs Pamela DTrustee
Fant Mrs Richard ETrustee
Fein Dr Kelli CohenTrustee
Foster Hon Charles CTrustee
Furr Mrs JamesTrustee
George Mr MitchTrustee
Godfrey Sandra STrustee
Graubart Mrs Donald MTrustee
Gravenor Mrs JenniferTrustee
Green Ms Patricia BTrustee
Hafner Jr Mr Joseph aTrustee
Haywood Mrs Theodore JTrustee
Hill Mr William JesseTrustee
Hughes Mr Brian BTrustee
Konicek Mr Dale GTrustee
Lawson Ms MelanieTrustee
Lee Mrs Bridgette ShenTrustee
Leightman Mr E DanielTrustee
Leroy Ms Tracy NTrustee
Leykum Mrs ElizabethTrustee
Loveland Mr MarkTrustee
Loya Ms LeticiaTrustee
Lubanko Mrs Kelley STrustee
Mach Mrs Harry ETrustee
Mach Mrs Steve PTrustee
Marks Mr Bradley HTrustee
Martin Mr JerryTrustee
Mcclure Mr Daniel MTrustee
Mcconn Iii Mrs J LukeTrustee
Mccord Mrs Joseph DTrustee
Mithoff Mrs GinniTrustee
Montemayor Mrs Marsha LTrustee
Moore Ms Nancy PowellTrustee
Muecke Mrs BryanTrustee
Murphy Mrs Patti aTrustee
Nguyen Mrs DuyenTrustee
Ondrias Ms DanaTrustee
Osborne Mrs Dee STrustee
Oshman Mr Gene JTrustee
Owsley Mrs Steven aTrustee
Parfitt Mr ColinTrustee
Parker Mr Robert FTrustee
Pincu Mrs AmyTrustee
Pincus Mr David MTrustee
Pye Mrs Elisa STrustee
Reasoner Mrs Harry MTrustee
Richardson Mr HenryTrustee
Rocks Mcmurrey Ms MarthaTrustee
Saitoh Ms AkemiTrustee
Sarofim Ms Louisa StudeTrustee
Smith Mrs LanceTrustee
Stern Mr Karl STrustee
Trammell Ms AnnTrustee
Vanderhider HallieTrustee
Varner Dr Kevin ETrustee
Walton Hon Alistair JmTrustee
Zdeblick Mrs NicholasTrustee
Erskine Mrs DonaldTrustee Guild Matinees
Rowe Mrs CaseyTrustee Guild Treasurer
Smith Mrs Leigh MVP - Trustee Development
Barr Mrs FtMember-at-large
Bradshaw Mrs Kristy JuncoMember-at-large
Chao Mrs Albert YMember-at-large
Hobson Mrs Gillian aMember-at-large
Jones Ii Mr Jesse HMember-at-large
Jordan Mr James MMember-at-large
Joseph Mrs Russell CMember-at-large
Mcgee Mr Richard KMember-at-large
Mithoff Mrs MichaelMember-at-large
Parmet Mr Michael SMember-at-large
Ray Mrs Carroll RobertsonMember-at-large
Watts Mr Marcus aMember-at-large
Wyatt Jr Mrs OscarMember-at-large
Williams Mrs Margaret AlkekSecretary
Parr Mr James JVP - Institutional Giving

Highest Paid Contractors

ContractorServicesLocationCompensation
Iatse Local 51Union Stage HandsPO BOX 403, Houston, TX 77001$1,636,981
Wortham Center Operating CompanyWortham Stage Hands510 PRESTON ST, Houston, TX 77002$276,173
Halsey Onstage LLCCostume Shop6361 N BROADWAY ST, Chicago, IL 60660$248,800
InfovineMarketing1100 W 23RD ST 100, Houston, TX 77008$247,776
Dls Event ServicesUshering Services1032 WAUGH DR SUITE 51, Houston, TX 77019$231,732
Revenue and Support

Revenue Composition

Contributions and Grants
$16,542,614
Program Service Revenue
$14,708,036
Investment Income
$1,781,701
Other Revenue
$1,523,516
All Other Contributions
$8,532,584
Change in Net Assets
$372,082

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 Traded11$896,803Market Value
Other Non Cash Contri Table27$72,875Selling Price
Collectibles35$63,203Selling Price
Clothing and Household Goods-$36,008Thrift Shop Value
Works of Art4$6,600Selling Price
Food Inventory2$3,825Selling Price
Total Noncash Contributions79$1,079,314-

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,063,219
Revenue Not Reported on Financial Statements
$-3,507,352
Revenue Not Reported on Form 990
$8,861,499
Other Revenue Adjustments
$-3,507,352
Total Revenue per Audited Statements
$46,924,718
Total Revenue per Form 990
$34,555,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,860,103
Other Expenses$15,323,682
Total Fundraising Expense$2,378,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,789,553$1,010,138$785,500$12,585,191
Depreciation Depletion$3,489,105$145,473$145,474$3,780,052
Office Expenses$2,793,405$155,626$99,896$3,048,927
Advertising$2,552,410-$26,118$2,578,528
Other Employee Benefits$1,867,427$159,702$158,807$2,185,936
Current Officers, Directors, Trustees, and Key Employees$922,618$496,834$360,329$1,779,781
Payroll Taxes$1,429,877$119,303$100,507$1,649,687
Occupancy$1,522,563$32,491$32,493$1,587,547
Travel$719,575$41,427$28,960$789,962
Pension Plan Contributions$531,197$85,674$42,637$659,508
All Other Expenses$308,939$52,174$22,026$383,139
Other Expenses$272,053-$531,539$272,053
Fees for Service Investment Mgmnt Fees-$245,420-$245,420
Royalties$222,976--$222,976
Insurance$135,874$16,984$16,984$169,842
Information Technology$96,125$35,950$24,227$156,302
Fees for Services Accounting-$45,424-$45,424
Payments to Affiliates$1,821$21,026$2,713$25,560
Total Functional Expenses$29,141,929$2,663,646$2,378,210$34,183,785

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$38,017,069
Expenses per Audited Statements$37,691,137
Total Expenses per Form 990$34,183,785
Expenses Not Reported on Form 990$325,932
Expenses Not Reported on Financial Statements$-3,507,352
Other Expense Adjustments$-3,507,352
International Activity

International Summary

Spending
$7,683,547

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
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$6,790,824
East Asia and the PacificProgram ServicesTour Performances--$716,636
Europe (Including Iceland and Greenland)Program ServicesTour Performances--$176,087
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$409,058
Fundraising Direct Expenses$372,622
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ballet Ball$1,278,047$217,313$246,010$-28,697
Jubilee Dinner$129,270$28,320$47,868$-19,548
Total Events$1,657,233$409,058$372,622$36,436
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

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

“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 24 people (chairman, president, secretary, vice president-academy, vice president-finance, vice president-development, vice president-institutional giving, vice president-investments, vice president-special events, vice president-trustee development and 14 members-at-large, including the houston ballet guild president) all of whom are members of the board of trustees.”

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

“The following trustees or officers have a relationship with a trustee or officer of the houston ballet foundation: mr. James crownover/mrs. James crownover - family relationship mrs. Lilly cullen/mrs. Harry cullen - family relationship mrs. Harry cullen/mrs. Joseph mccord - family relationship mrs. Harry mach/mrs. Steve mach - 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. S. Shawn stephens/mr. James jordan - family relationship”

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

“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.”

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

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

Part VI, Section B, Line 11B, 990 Review Process

“The trustees on the executive and audit committees were provided electronic copies of the prepared form 990 prior to its filing. The audit committee reviewed the prepared form 990 during the course of their regular meetings.”

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

“All trustees and officers 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.”

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

“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.”

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

“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.”

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

“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 also available upon request.”

Part VII, Section A, Column B, Average Hours

“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.”

Part VII, Section A, Average Hours

“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

Filer Name
Houston Ballet Foundation
EIN
74-1394920
In Care Of
% CHERYL LYNN ZANE
Phone
7135236300
Address
601 PRESTON ST, HOUSTON, TX 77002
Doing Business As
Houston Ballet

Signing Officer

Name
Jim Nelson
Title
Executive Director
Phone
2673303000
Signed
2018-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Thacker President
Formed
1955
Legal Domicile
TX
Voting Board Members
106
Independent Board Members
106
Employees
530
Volunteers
375

Preparer

Firm
PricewaterhouseCoopers LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Eric M Mcneil
Phone
2673303000
Supplemental Narrative

Additional Explanations

Part XII, Line 2C, Committee Assuming Responsibility for

“Oversight of financials 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

Part X, Line 2, Fin 48 Footnote From the Combined Financial Statements of

“Houston ballet foundation and houston ballet guild, inc: the foundation is a nonprofit organization and has been recognized as tax-exempt pursuant to section 501(c)(3) of the internal revenue code. For the year ended june 30, 2017, the foundation had no unrelated business income and no income tax is expected to be due and payable by the foundation. The foundation follows current guidance in accounting for uncertainty in income taxes. This guidance clarifies the accounting for income taxes by prescribing the minimum recognition threshold an income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two-step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based on technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. The foundation did not recognize any uncertain tax positions upon adoption of the guidance and had no uncertain tax positions as of june 30, 2017. 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 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, 2017. 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, 2017. The foundation's federal exempt organization business tax returns (form 990) for 2013 and later are subject to examination by the internal revenue service.”

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

“Reconciliation of expenses: expenses of consolidated entity (houston ballet guild, inc.) in the amount of ($3,134,730) are net with contributed income for tax return presentation and fundraising event direct expenses of ($372,622) are shown net with event revenue for tax return presentation. Total other amount 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 ($3,507,352).”

PART V, LINE 4 USE OF ENDOWMENT FUNDS:

“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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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,953,124
Liabilities
$7,092,594
Net assets
$127,860,530
Revenue
$34,555,867
Expenses
$34,183,785
Net income
$372,082
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