Civic Intelligence

Houston Ballet Foundation

990 • Fiscal year 2020 • EIN 74-1394920

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 18, 2021

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

20th percentile

0.06x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.25x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$435,631

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

27th percentile

0.1%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

1.7%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$142,349,387

Up $72,556 (+0.1%) from 2019

Net Assets

Down

$134,032,542

Down $601,050 (-0.4%) from 2019

Liabilities

Up

$8,316,845

Up $673,606 (+8.8%) from 2019

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin45th percentile

Revenue

Up

$33,653,691

Up $546,660 (+1.7%) from 2019

Expenses

Down

$32,847,451

Down $2,166,226 (-6.2%) from 2019

Net Income

Up

$806,240

Up $2,712,886 (+142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$142,349,387
Liabilities$8,316,845
Net Assets$134,032,542
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$33,653,691
Expenses$32,847,451
Net Income$806,240
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 18, 2021
Return Version
2019v5.1
Gross Receipts
$65,672,459
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$70,536,129$78,044,659▲ $7,508,530
Land, Buildings, and Equipment, Net$42,804,376$43,200,870▲ $396,494
Savings and Temporary Cash Investments$16,864,899$17,527,700▲ $662,801
Investments Other Securities$7,193,745$0▼ $7,193,745
Pledges and Grants Receivable$3,647,754$2,715,316▼ $932,438
Prepaid Expenses and Deferred Charges$1,196,930$730,186▼ $466,744
Accounts Receivable$32,998$130,656▲ $97,658
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$142,276,831$142,349,387▲ $72,556
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$5,980,662$3,506,788▼ $2,473,874
Mortgage Notes Payable Secured by Investment Property$0$3,466,803▲ $3,466,803
Accounts Payable and Accrued Expenses$1,662,577$1,343,254▼ $319,323
Grants Payable$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$7,643,239$8,316,845▲ $673,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,278,548$95,658,234▼ $620,314
Net Assets With Donor Restrictions$38,355,044$38,374,308▲ $19,264
Total Net Assets Fund Balance$134,633,592$134,032,542▼ $601,050
Total Liabilities and Net Assets / Fund Balance$142,276,831$142,349,387▲ $72,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,194,686$9,775,925$38,970,611
Other Land Buildings$228,784$12,858,609$13,087,393
Land$9,689,178-$9,689,178
Equipment$1,204,136$3,356,925$4,561,061
Leasehold Improvements$2,884,086$347,856$3,231,942

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$80,557,968$55,658▲ $2,816,183$3,053,687$80,123,432
2018$78,202,012$24,169▲ $4,296,231$1,722,384$80,557,968
2017$75,540,005$52,623▲ $6,111,941$3,249,013$78,202,012
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
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Welch StantonArtistic DirectorFT$370,000$65,631$435,631
Nelson James DExecutive DirectorFT$285,250$45,298$330,548
Chapman PatriciaCEO - Nutcracker MktFT$172,200$40,858$213,058
Zane Cheryl LynnChief Financial OfficerFT$172,200$40,858$213,058
Lane AngelaChief Development OfficerFT$175,900$27,131$203,031
Florio ErmannoMusic DirectorFT$156,480$20,910$177,390
Nielsen AndrewProduction DirectorFT$141,273$20,149$161,422
Walsh ConnorPrincipal DancerPT$116,713$20,052$136,765

Board Members and Trustees

NameTitle
Thacker Ms AllisonChairman - Hb Guild Board
Stephens Ms S ShawnPresident - Hb Guild Board
Zdeblick Mrs NicholaVice President-academy
Nicklos Mr James MVice President-finance
Mcclure Mr Daniel MVice President-investment
Martin Mr JerryVice President-marketing
Thrash Mrs Becca CasVice President-special Events
Alguire Mr CameronTrustee
Alvis Mrs HollyTrustee
Andrieni Dr Julia DTrustee
Arnim Iii Mr CecilTrustee
Bahr Mr Philip aTrustee
Barr Mrs FtTrustee
Bazan Ms BrendaTrustee
Bazelides Mrs DianeTrustee
Bean Ms AnnTrustee
Bhatia Ms GinaTrustee
Black Mr Kevin HTrustee
Blaisdell Mr John aTrustee
Blanton Mrs Leslie DTrustee
Bradfield Mr TonyTrustee
Brown Ms LindseyTrustee
Burke Mrs Lenore KTrustee
Burleson Mr RichardTrustee
Carter Mr TrippTrustee
Chao Mrs Albert YTrustee
Chevray Mrs KayTrustee
Cloud Mrs Amy LeblanTrustee
Crownover Mr James WTrustee
Crownover Mrs JamesTrustee
Cruz Mrs HeidiTrustee
Culhane Mrs LeslieTrustee
Cullen Mrs LillyTrustee
Cullen Mrs RoseanettTrustee
Davis Ms SashaTrustee
De Zeeuw Mr BastiaanTrustee
Earthman Mrs PamelaTrustee
Erskine Mrs DonaldTrustee
Fant Mrs Richard ETrustee
Fein Dr Kelli CohenTrustee
Flikerski Mrs AllisoTrustee
Flowers Mr RichardTrustee
Foster Hon Charles CTrustee
Furr Mrs JoTrustee
George Mr MitchTrustee
Gill Mrs MignonTrustee
Godfrey Sandra STrustee
Graubart Mrs DonaldTrustee
Gravenor Mrs JennifeTrustee
Hafner Jr Mr JosepTrustee
Hamner Mr HerschelTrustee
Haywood Mrs TheodoreTrustee
Hughes Mr Brian BTrustee
Jeffrey Ms MichelleTrustee
Jordan Mr James MTrustee
Juneau Mrs Melissa HTrustee
Kernan Ms EmilyTrustee
Konicek Mr Dale GTrustee
Kroger Mrs ElizabethTrustee
Lawson Ms MelanieTrustee
Lee Dr Bridgitte SheTrustee
Leightman Mr E DaniTrustee
Leykum Mrs ElizabethTrustee
Loveland Mr MarkTrustee
Mach Mrs Harry ETrustee
May Jr Mrs Henry STrustee
Mcconn Iii Mrs J LTrustee
Mccord Mrs Joseph DTrustee
Mcgee Mr Richard KTrustee
Mcgee Mrs KrisTrustee
Mcmurrey Mrs MarthaTrustee
Mithoff Mrs GinniTrustee
Montemayor Mrs MarshTrustee
Moore Ms Nancy PowelTrustee
Morgan Ms LisaTrustee
Muecke Ms BethTrustee
Nguyen Mrs Duyen HuyTrustee
Nix Mr Joshua BTrustee
Oshman Mr Gene JTrustee
Owsley Mrs CabrinaTrustee
Parfitt Mr ColinTrustee
Parker Mr Robert FTrustee
Parmet Mr Michael STrustee
Pateel Ms SheelTrustee
Pincu Mrs Jordan AleTrustee
Pye Mrs Elisa STrustee
Reasoner Mrs Harry MTrustee
Robertson Mrs LauraTrustee
Saitoh Mrs AkemiTrustee
Sarofim Ms Louisa StTrustee
Schwarze Ms ElizabetTrustee
Smith Mrs AliciaTrustee
Smith Mrs HeidiTrustee
Soltero Dr LilianaTrustee
Stern Mr Karl STrustee
Swyka Mr Nicholas LTrustee
Trammell Ms AnnTrustee
Underwood Mrs ChristTrustee
Varner Dr Kevin ETrustee
Walton Hon AlistairTrustee
Weinzieri Mrs KelliTrustee
Wright Md Crystal CTrustee
Bradshaw Mrs KristyVP - Trustee Development
Felber-roberts KristiCFO (as of 6/1/2020)
Beauchamp Mr Gary VMember-at-large
Burks Mrs Wendy WilkMember-at-large
Hobson Mrs Gillian aMember-at-large
Jones Ii Mr Jesse HMember-at-large
Joseph Mrs Russell CMember-at-large
Libertus ChadMember-at-large
Loya Ms LeticiaMember-at-large
Lubanko Mrs Kelley SMember-at-large
Ray Mrs Carroll RobeMember-at-large
Tsuru Mrs StephanieMember-at-large
Tudor Mrs PhoebeMember-at-large
Vanderhider HallieMember-at-large
Watts Mr Marcus aMember-at-large
Wyatt Jr Mrs LynnMember-at-large
Williams Mrs MargareSecretary
Smith Mrs Leigh MVP - Development
Parr Mr James JVP - Intitutional Giving

Highest Paid Contractors

ContractorServicesLocationCompensation
Iatse Local 51Union Stage HandsPO BOX 403, Houston, TX 77001, Ca$1,723,293
Fd Scene Changes LtdScenic Design Svcs510 PRESTON ST 201, Houston, TX 77002$372,414
Wortham Center Operating CompanyWortham Stage Hands330 WEST 38TH ST STE 207, New York, NY 10018$286,907
Dcm Telemarketing TelefundingTelemarketing1239 BROADWAY STE 1103, New York, NY 10001$236,033
Capacity InteractiveAdvertising Mgmt-$218,441
Revenue and Support

Revenue Composition

Contributions and Grants
$15,609,611
Program Service Revenue
$12,230,434
Investment Income
$4,922,844
Other Revenue
$890,802
All Other Contributions
$5,286,167
Change in Net Assets
$806,240

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
Other Non Cash Contri Table35$92,912Selling Price
Clothing and Household Goods-$59,483Thrift Shop Value
Collectibles11$54,287Selling Price
Securities Publicly Traded7$46,143Market Value
Food Inventory35$5,466Selling Price
Total Noncash Contributions88$258,291-

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,590,935
Revenue Not Reported on Financial Statements
$-2,937,244
Revenue Not Reported on Form 990
$-894,316
Other Revenue Adjustments
$-3,190,460
Total Revenue per Audited Statements
$35,696,619
Total Revenue per Form 990
$33,653,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,018,060
Other Expenses$11,829,391
Total Fundraising Expense$2,988,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,108,528$771,058$1,200,812$14,080,398
Advertising$2,374,546-$38,962$2,413,508
Other Employee Benefits$2,045,008$133,171$232,784$2,410,963
Office Expenses$2,102,803$128,899$96,085$2,327,787
Current Officers, Directors, Trustees, and Key Employees$849,810$766,368$440,910$2,057,088
Depreciation Depletion$1,519,451$146,649$146,649$1,812,749
Payroll Taxes$1,472,111$107,962$137,315$1,717,388
Occupancy$1,232,772$31,706$31,706$1,296,184
Pension Plan Contributions$638,032$53,418$60,773$752,223
All Other Expenses$266,146$201,321$4,402$471,869
Insurance$361,293$45,163$45,161$451,617
Fees for Service Investment Mgmnt Fees-$285,050-$285,050
Information Technology$168,738$63,105$42,528$274,371
Travel$227,554$19,095$16,031$262,680
Other Expenses$253,787-$491,230$253,787
Royalties$92,248--$92,248
Fees for Services Accounting-$57,545-$57,545
Payments to Affiliates$546$16,558$3,496$20,600
Fees for Services Management-$10,000-$10,000
Fees for Services Legal-$608-$608
Total Functional Expenses$27,020,931$2,837,676$2,988,844$32,847,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$36,297,669
Expenses per Audited Statements$35,784,695
Total Expenses per Form 990$32,847,451
Expenses Not Reported on Form 990$512,974
Expenses Not Reported on Financial Statements$-2,937,244
Other Expense Adjustments$-3,190,460
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

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-00$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$538,118
Fundraising Gross Income$343,572
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ballet Ball$1,736,348$234,832$425,658$-190,826
Onstage Dinner$221,400$20,280$61,661$-41,381
Total Events$2,090,134$343,572$538,118$-194,546
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 35% controlled entity
No
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 25 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. Roseanette cullen/mrs. Joseph mccord - family relationship mrs. Roseanette cullen/mrs. Harry mach - family relationship mrs. Roseanette cullen/mrs. Lilly cullen - family relationship mr. James jordan/mrs. S. Shawn stephens - family relationship mrs. Kris mcgee/mr. Richard mcgee - family relationship mrs. Christine underwood/ms. Ann trammell - 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. Sara wright parr/mr. James parr - 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
% KRISTI ROBERTS
Phone
7135236300
Address
601 PRESTON ST, HOUSTON, TX 77002

Signing Officer

Name
Jim Nelson
Title
Executive Director
Phone
2673303000
Signed
2021-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leigh Smith President
Formed
1955
Legal Domicile
TX
Voting Board Members
120
Independent Board Members
120
Employees
535
Volunteers
335

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: houston ballet foundation ("foundation") and the houston ballet guild, inc. Are both nonprofit organizations which have been recognized as tax-exempt pursuant to section 501(c)(3) of the internal revenue code and neither are private foundations. Accordingly, no provision for federal income taxes is included in the accompanying financial statements. 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, 2020. 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, 2020. 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, 2020. The foundation's federal exempt organization business tax returns (form 990) for 2017 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 ($2,652,342) are net with contributed income for tax return presentation and fundraising event direct expenses of ($538,118) 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 ($3,190,460).”

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.”

Raw XML AppendixShowing 400 of 1,895 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,349,387
Liabilities
$8,316,845
Net assets
$134,032,542
Revenue
$33,653,691
Expenses
$32,847,451
Net income
$806,240
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