2024-02-13T08:37:29-06:00 2023-07-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2022-08-01 746060386 BALLET AUSTIN INCORPORATED BALL 5124826870 501 W 3RD STREET AUSTIN TX 78701 EDIE ROGAT PRESIDENT 5124826870 2024-01-21 1 EDIE ROGAT 999009999 0 SEAN HOLCOMB P01249221 5123703200 2024-01-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COOKIE RUIZ 501 W 3RD STREET AUSTIN TX 78701 9644438 0 X WWW.BALLETAUSTIN.ORG X 1956 TX TO INVOLVE AND ENRICH AUSTIN AND CENTRAL TEXAS BY BRINGING THE PERFORMANCE (CONTINUED ON SCHEDULE O) OF BALLET TO THE STAGE AND THROUGH DANCE EDUCATION AND LIFELONG FITNESS FOR STUDENTS OF ALL AGES AT THE BUTLER DANCE EDUCATION CENTER. 69 67 284 150 0 0 3378084 2217826 5720803 6927345 13372 0 447669 305994 9559928 9451165 0 0 0 0 4164976 4618772 0 0 844080 3744611 4556559 7909587 9175331 1650341 275834 16567497 17529391 1055322 1741433 15512175 15787958 BALLET AUSTIN INVOLVES AND STRENGTHENS THE COMMUNITY THROUGH THE CREATION AND EXPERIENCE OF DANCE AND THE ENCOURAGEMENT OF HEALTH AND WELL-BEING. 0 0 5717634 3839793 PERFORMANCE OF BALLET FOR THE COMMUNITY. 976251 3109181 ONGOING OPERATION OF THE BALLET ACADEMY AND BUTLER CENTER FOR DANCE & FITNESS. 6693885 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 56 0 1 284 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 69 67 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X EMILY MCLAUGHLIN 5124769151 501 W 3RD STREET AUSTIN TX 78701 STEPHEN MILLS ARTISTIC DIRECTOR 40.00 X X 163162 0 1632 COOKIE RUIZ EXECTIVE DIRECTOR 40.00 X X 163162 0 1632 SARAH BUTLER BOARD CHAIR 2.00 2.00 X X 0 0 0 EDIE ROGAT PRESIDENT 2.00 2.00 X X 0 0 0 JOAQUIN DELGADO SECRETARY 2.00 2.00 X X 0 0 0 RENEE GALLAGHER TREASURER 2.00 2.00 X X 0 0 0 JEFF CODDINGTON MANAGEMENT COMMITTEE 2.00 2.00 X 0 0 0 CLIFF ERNST MANAGEMENT COMMITTEE 2.00 2.00 X 0 0 0 CYNTHIA FRESCH MANAGEMENT COMMITTEE 2.00 2.00 X 0 0 0 DR MONTSE FUENTES MANAGEMENT COMMITTEE 2.00 2.00 X 0 0 0 CATHY THOMPSON MANAGEMENT COMMITTEE 2.00 2.00 X 0 0 0 HUNTER ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 SOFIA AVILA BOARD MEMBER 1.00 X 0 0 0 BECKY BEAVER BOARD MEMBER 1.00 X 0 0 0 MIKE BLUE BOARD MEMBER 1.00 X 0 0 0 NIKKI BRYANT IRION BOARD MEMBER 1.00 X 0 0 0 ANDY BUCHHOLZ BOARD MEMBER 1.00 X 0 0 0 DAN BYRNE BOARD MEMBER 1.00 X 0 0 0 GREG CASAS BOARD MEMBER 1.00 X 0 0 0 SOCAR CHATMON-THOMAS BOARD MEMBER 1.00 X 0 0 0 RYAN COAXUM BOARD MEMBER 1.00 X 0 0 0 ADA CORRAL BOARD MEMBER 1.00 X 0 0 0 PRISCILLA CORTEZ BOARD MEMBER 1.00 X 0 0 0 KRISTEN DAY BOARD MEMBER 1.00 X 0 0 0 ZAHIE EL KOURI BOARD MEMBER 1.00 X 0 0 0 JENNIFER GARCIA BOARD MEMBER 1.00 X 0 0 0 WADE GILES BOARD MEMBER 1.00 X 0 0 0 RICHARD GROOS BOARD MEMBER 1.00 X 0 0 0 JENNIFER GUTHRIE BOARD MEMBER 1.00 X 0 0 0 SERENA HICKS BOARD MEMBER 1.00 X 0 0 0 ED HILL BOARD MEMBER 1.00 X 0 0 0 CHRIS HOSEK BOARD MEMBER 1.00 X 0 0 0 JON IVESTER BOARD MEMBER 1.00 X 0 0 0 JANETTE KEATING BOARD MEMBER 1.00 X 0 0 0 LORI KELLER BOARD MEMBER 1.00 X 0 0 0 CRAIG KUGLEN BOARD MEMBER 1.00 X 0 0 0 ALEX LADAGE BOARD MEMBER 1.00 X 0 0 0 NORA LINARES-MOELLER BOARD MEMBER 1.00 X 0 0 0 ANA-BARBARA LLORENTE BOARD MEMBER 1.00 X 0 0 0 MARCELLA MADERA BOARD MEMBER 1.00 X 0 0 0 SLY MAJID BOARD MEMBER 1.00 X 0 0 0 JENNENE MASHBURN BOARD MEMBER 1.00 X 0 0 0 JUDY MATULA BOARD MEMBER 1.00 X 0 0 0 NIKELLE MEADE BOARD MEMBER 1.00 X 0 0 0 VIRGINIA MIRACLE BOARD MEMBER 1.00 X 0 0 0 EMILY MORELAND BOARD MEMBER 1.00 X 0 0 0 NIDHI NAKRA BOARD MEMBER 1.00 X 0 0 0 VISHAL PAHWA BOARD MEMBER 1.00 X 0 0 0 MELISSA PEREZ BOARD MEMBER 1.00 X 0 0 0 CHARLES PHILLIPS BOARD MEMBER 1.00 X 0 0 0 EVERETT PLANTE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH POWDRILL BOARD MEMBER 1.00 X 0 0 0 FORREST PREECE BOARD MEMBER 1.00 X 0 0 0 DEANNA RANKIN BOARD MEMBER 1.00 X 0 0 0 RYANN REAUD BOARD MEMBER 1.00 X 0 0 0 STEVE REDMAN BOARD MEMBER 1.00 X 0 0 0 CORD SHIFLET BOARD MEMBER 1.00 X 0 0 0 JANICE TA BOARD MEMBER 1.00 X 0 0 0 SANDRA TENORIO BOARD MEMBER 1.00 X 0 0 0 SARAH TETEN BOARD MEMBER 1.00 X 0 0 0 GEORGE THOMAS BOARD MEMBER 1.00 X 0 0 0 NATSA VALOCCHI BOARD MEMBER 1.00 X 0 0 0 DAVID WEBBER BOARD MEMBER 1.00 X 0 0 0 TOM WELCH BOARD MEMBER 1.00 X 0 0 0 JASON WILLS BOARD MEMBER 1.00 X 0 0 0 AISHA WHITE BOARD MEMBER 1.00 X 0 0 0 SAMANTHA WISEMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT YARBOROUGH BOARD MEMBER 1.00 X 0 0 0 MIREYA ZAPATA BOARD MEMBER 1.00 X 0 0 0 326324 0 3264 1 0 1 0 ICON IPC TX PROPERTY OWNER PO BOX 208253 DALLAS TX 75320 WAREHOUSE RENTAL 143101 1 342604 42500 1832722 2217826 COMMUNITY PERFORMANCES 711120 3821441 3821441 BALLET ACADEMY 711120 3099504 3099504 TOURING PERFORMANCE 711120 6400 6400 6927345 22382 0 22382 22382 22382 455256 193273 261983 261983 MISCELLANEOUS 711190 21629 21629 21629 9451165 6948974 0 284365 329588 329588 3696288 2563565 695123 437600 150771 113836 12312 24623 442125 359073 27684 55368 25500 25500 22807 3268 18605 934 724840 724840 6619 4633 662 1324 130335 67968 9710 52657 499410 315468 86706 97236 25500 25500 344555 310099 17228 17228 53750 37625 5375 10750 PRODUCTION AND TOURING 1271628 1271628 ACADEMY EXPENSES 736606 736606 ARTIST FEES 503250 503250 DEVELOPMENT AND CAPITAL 120860 120860 90899 77278 13621 9175331 6693885 1637366 844080 7672463 8567060 348800 324716 10534 21496 110543 167068 13977654 5816040 8416823 8161614 8334 8334 0 279103 16567497 17529391 412611 519745 642711 941385 0 280303 1055322 1741433 X 14659726 14939749 852449 848209 15512175 15787958 16567497 17529391 X 275834 -51 X X 0 1 X 1 0 X 2411436 2397771 5940529 3378084 2217826 16345646 6134914 4531907 2250850 5740077 6927345 25585093 8546350 6929678 8191379 9118161 9145171 41930739 337911 322600 348637 359564 352592 1721304 0 337911 322600 348637 359564 352592 1721304 40209435 124858 99115 10727 34540 22382 291622 124858 99115 10727 34540 22382 291622 -52258 -63767 6577 426501 283612 600665 8618950 6965026 8208683 9579202 9451165 42823026 0.93900 0.94450 0.00680 0.00860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9617341 270234 626877 342604 38115 10133733 10885789 86475 -960495 362840 30253 9618676 8859387 502628 1866334 312484 30076 10885789 8130195 467252 575560 279124 34496 8859387 7916150 100113 391210 246492 30786 8130195 0.05210 0.75880 0.18910 0 1 1 3500000 3500000 6752575 3748286 3004289 3725079 2067754 1657325 8161614 OPERATING LEASE OBLIGATIONS 280303 280303 9986319 535154 535154 9451165 0 9451165 9194144 44312 44312 9149832 25500 25500 9175332 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 44,312. BALLET AUSTIN FOUNDATION 490,842. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 44,312. PART XII, LINE 4B - OTHER ADJUSTMENTS: BALLET AUSTIN FOUNDATION 25,500. PART V, LINE 4: BALLET AUSTIN INCORPORATED (THE ORGANIZATION) IS SUPPORTED BY BALLET AUSTIN FOUNDATION (THE FOUNDATION). THE FOUNDATION MAKES MONETARY GRANTS FROM ITS ENDOWMENT FUNDS TO THE ORGANZATION IN ORDER TO FULFULL ITS PRINCIPAL PURPOSE OF PROVIDING FINANCIAL SUPPORT TO THE ORGANIZATION. FETE 455256 455256 71099 68962 8900 44312 455256 455256 71099 68962 8900 44312 193273 261983 X X X X 0 0 0 0 0 0 0 0 0 STEPHEN MILLS ARTISTIC DIRECTOR 163162 0 0 0 0 0 1632 0 0 0 164794 0 0 0 COOKIE RUIZ EXECTIVE DIRECTOR 163162 0 0 0 0 0 1632 0 0 0 164794 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT/FINANCE COMMITTEE AND THE MANAGEMENT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH 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 B, LINE 15 THE MANAGEMENT COMMITTEE RESEARCHES COMPARABLE DATA FROM OTHER NONPROFIT ORGANIZATIONS IN TOWN. THE MANAGEMENT COMMITTEE DISCUSSES THE PARAMETERS OF THE TOP MANAGEMENT CONTRACTS AT TWO DIFFERENT MEETINGS, ONE IN ADVANCE OF DISCUSSIONS WITH TOP MANAGEMENT AND ONE AFTER THE DISCUSSIONS HAVE BEEN CONCLUDED AND THE CONTRACTS ARE APPROVED. THESE ARE BOTH 3-YEAR CONTRACTS. OTHER OFFICERS AND/OR KEY EMPLOYEES SALARIES ARE DETERMINED BY TOP MANAGEMENT (EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR) THROUGH A COMPARATIVE ANALYSIS OF LOCAL AND NATIONAL SCALES. DATA FROM DANCE USA IS USED, PARTICULARLY IN THE CASE OF ARTISTIC SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE FURNISHED UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -51. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE TAX YEAR. BALLET AUSTIN FOUNDATION 501 W 3RD STREET AUSTIN TX 78701 742884031 TO RECEIVE AND MAINTAIN FUNDS FOR THE BENEFIT OF BALLET AUSTIN, INC. TX 501(C)(3) LINE 12B, II BALLET AUSTIN INCORPORATED 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BALLET AUSTIN FOUNDATION C 342604 ANNUAL GIFTS PER THE BY-LAWS