2026-03-13T10:07:44-05:00 2025-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 PO BOX 123290 FORT WORTH TX 761213290 JILL CAUGHRON INTERIM EXECUTIVE DIRECTOR 8177630207 2026-02-12 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z JILL CAUGHRON PO BOX 123290 FORT WORTH TX 761213290 23089451 0 X WWW.TEXASBALLETTHEATER.ORG X 2003 TX TEXAS BALLET THEATER CREATES, PRESENTS, AND TOURS WORLD CLASS BALLET, FROM CLASSICAL TO CUTTING EDGE, AND PROMOTES ITS APPRECIATION, ACCESSIBILITY, AND TECHNICAL MASTERY AMONG STUDENTS, PRE-PROFESSIONALS, AND AUDIENCES OF ALL AGES. 52 52 348 30 0 0 2939755 14865133 7467151 7510745 464214 298901 43845 10740 10914965 22685519 0 0 0 0 5563947 5840537 0 0 690143 5274843 5961725 10838790 11802262 76175 10883257 21630821 36943073 6629024 10806755 15001797 26136318 TEXAS BALLET THEATER CREATES, PRESENTS, AND TOURS WORLD CLASS BALLET, FROM CLASSICAL TO CUTTING EDGE, AND PROMOTES ITS APPRECIATION, ACCESSIBILITY, AND TECHNICAL MASTERY AMONG STUDENTS, PRE-PROFESSIONALS, AND AUDIENCES OF ALL AGES. 0 0 6975461 5264389 TEXAS BALLET THEATER PROVIDED 52 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 73,209 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. INCLUDED IN THE PRODUCTIONS WAS "CINDERELLA AND FAMILY FAVORITE "THE NUTCRACKER" BY BEN STEVENSON O.B.E. AS WELL AS A NEW CHOREOGRAPHY OF "GISELLE" BY ARTISTIC DIRECTOR TIMOTHY O'KEEFE. 2622008 2226176 TEXAS BALLET THEATER PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN DALLAS, TEXAS, FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 1,088 STUDENTS PARTICIPATED IN THE PROGRAMS DURING THE FISCAL YEAR ENDING JUNE 30, 2025. 232081 145887 TEXAS BALLET THEATER'S CITY DANCE PROGRAM IS A PROGRAM CREATED TO ENRICH THE LIVES OF CHILDREN IN UNDERSERVED COMMUNITIES ACROSS NORTH TEXAS AND TO DEVELOP ARTISTS, ART PATRONS AND LEADERS OF THE FUTURE BY PROVIDING FREE AFTER SCHOOL BALLET LESSONS TO 1,415 1ST - 4TH GRADERS IN PARTICIPATING SCHOOLS IN CROWLEY, DALLAS, FORT WORTH, AND GRAND PRAIRIE INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 62 NORTH TEXAS SCHOOLS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. 9829550 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 348 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 52 52 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RENEE SEEDS 8177630207 1500 MALL CIRCLE FORT WORTH TX 76116 X ANNE T BASS CHAIRMAN 3.00 X X 0 0 0 JAMES MEINTJES TREASURER 1.00 X X 0 0 0 L KEITH HUGHES SECRETARY 1.00 X X 0 0 0 SUSAN GLASSMOYER VICE-CHAIRMAN 1.00 X X 0 0 0 AMBIKA SINGHAL BOARD OF GOVERNORS 1.00 X 0 0 0 ANGLEA KENNY BOARD OF GOVERNORS 1.00 X 0 0 0 ANNE MARIE BRATTON BOARD OF GOVERNORS 1.00 X 0 0 0 BALDWIN BROWN BOARD OF GOVERNORS 1.00 X 0 0 0 BROOKE REEB BOARD OF GOVERNORS 1.00 X 0 0 0 BRYAN KING BOARD OF GOVERNORS 1.00 X 0 0 0 CAMILLE R COMEAU BOARD OF GOVERNORS 2.00 X 0 0 0 CATA GONZALEZ BOARD OF GOVERNORS 1.00 X 0 0 0 CATHERINE NETTUNE BOARD OF GOVERNORS 1.00 X 0 0 0 CRAIG CARPENTER BOARD OF GOVERNORS 1.00 X 0 0 0 DANA PORTER EXECUTIVE COMMITTEE 1.00 X 0 0 0 EMBERLI PRIDHAM BOARD OF GOVERNORS 1.00 X 0 0 0 ERIKA MCCARTHY BOARD OF GOVERNORS 1.00 X 0 0 0 GLENN ADAMS EXECUTIVE COMMITTEE 1.00 X 0 0 0 HAYLEE EDWARDS BOARD OF GOVERNORS 1.00 X 0 0 0 JENNIFER WILLIAMSON BOARD OF GOVERNORS 1.00 X 0 0 0 JOHN BURKE BOARD OF GOVERNORS 1.00 X 0 0 0 JOJO FLEISS BOARD OF GOVERNORS 1.00 X 0 0 0 KATE MARIE SIGFUSSON BOARD OF GOVERNORS 1.00 X 0 0 0 KATHY SNEED BOARD OF GOVERNORS 1.00 X 0 0 0 KATY RHODES MAGRUDER BOARD OF GOVERNORS 1.00 X 0 0 0 KRISTEN ROBERTS EXECUTIVE COMMITTEE 1.00 X 0 0 0 LAUREN GORSCHE BOARD OF GOVERNORS 1.00 X 0 0 0 LAURI LAWRENCE BOARD OF GOVERNORS 1.00 X 0 0 0 LISA ROCCHIO BOARD OF GOVERNORS 1.00 X 0 0 0 LIZ FLEISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 LYNDSAY BALLOTTA BOARD OF GOVERNORS 1.00 X 0 0 0 LOUELLA MARTIN BOARD OF GOVERNORS 1.00 X 0 0 0 LYNDSAY BLAIR BOARD OF GOVERNORS 1.00 X 0 0 0 MADOLIN ROSENTHAL BOARD OF GOVERNORS 1.00 X 0 0 0 MALLORY LUMMIS BOARD OF GOVERNORS 1.00 X 0 0 0 MARGUERITE STONER BOARD OF GOVERNORS 1.00 X 0 0 0 MARCI KRAMER BOARD OF GOVERNORS 1.00 X 0 0 0 MARIBETH MILLER EXECUTIVE COMMITTEE 1.00 X 0 0 0 MARY LYNN GARRETT EXECUTIVE COMMITTEE 2.00 X 0 0 0 MOLLY VAN AMBURGH BOARD OF GOVERNORS 1.00 X 0 0 0 NIKKI WEBB EXECUTIVE COMMITTEE 1.00 X 0 0 0 NOEL NOLET EXECUTIVE COMMITTEE 1.00 X 0 0 0 PAULA BROCKWAY EXECUTIVE COMMITTEE 1.00 X 0 0 0 ROBERT M BASS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN WORTHINGTON ARENA BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON M NOLAN BOARD OF GOVERNORS 1.00 X 0 0 0 STEVEN H GENDLER BOARD OF GOVERNORS 1.00 X 0 0 0 SUSANNA BARTOLOMEI BOARD OF GOVERNORS 1.00 X 0 0 0 TIFFANY JONES EXECUTIVE COMMITTEE 1.00 X 0 0 0 TOM BESSANT EXECUTIVE COMMITTEE 1.00 X 0 0 0 VYNESSA NEMUNAITIS BOARD OF GOVERNORS 1.00 X 0 0 0 WHITNEY STRAUSS EXECUTIVE COMMITTEE 1.00 X 0 0 0 TIMOTHY O'KEEFE ARTISTIC DIRECTOR 40.00 X 245905 0 11427 VANESSA LOGAN EXECUTIVE DIRECTOR 40.00 X 240706 0 10792 LINDA BRADFORD FINANCE DIRECTOR 40.00 X 124347 0 7691 BEN STEVENSON ARTISTIC DIRECTOR LAUREATE 20.00 X 125008 0 0 735966 0 29910 4 0 1 0 SCHAEFER ADVERTISING CO LTD 1228 S ADAMS STREET FORT WORTH TX 76104 MARKETING CONSULTANT 936689 PERFORMING ARTS OF FORT WORTH 330 E 4TH STREET SUITE 300 FORT WORTH TX 76102 FORT WORTH PERFORMANCE EXPENSES 630855 AT&T PERFORMING ARTS CENTER 700 N PEARL STREET SUITE N1800 DALLAS TX 75201 DALLAS PERFORMANCE EXPENSES 151206 3 996653 13868480 14865133 ADMISSIONS & PERFORMANCES 711120 5138682 5138682 SCHOOL TUITION AND REVENUE 611600 2226176 2226176 COMMUNITY OUTREACH 611600 145887 145887 7510745 298901 298901 79237 16074 63163 63163 63163 224690 996653 339657 -114967 -114967 76346 48201 28145 28145 INSURANCE PROCEEDS 900099 34399 34399 34399 22685519 7636452 0 183934 530199 331609 119154 79436 3857713 3217383 430320 210010 35989 29108 4507 2374 1070435 865779 134045 70611 346201 280011 43353 22837 101046 101046 1592700 1515308 77392 95511 899 93714 898 9072 3447 3357 2268 1946363 1839318 95282 11763 411048 308486 92306 10256 165485 165485 OTHER PRODUCTION EXPENS 895063 895063 MISCELLANEOUS 288674 116462 172212 SUMMER INTENSIVE EXPENS 232081 232081 ENTRY FEES 174250 174250 50432 20346 30086 11802262 9829550 1282569 690143 8735896 5960766 325000 325000 50685 10402468 202655 75468 66064 66064 1364 1252 204395 334470 21191278 5639167 7447778 15552111 4577884 4208508 19100 16966 21630821 36943073 775373 2322555 1061242 922232 0 2643412 4792409 4918556 6629024 10806755 X 14197752 13068848 804045 13067470 15001797 26136318 21630821 36943073 10883257 251264 0 X X 0 1 X 1 0 X 5848328 5583795 3317403 2939755 14865133 32554414 5848328 5583795 3317403 2939755 14865133 32554414 10311574 22242840 274 527 5710 464214 298901 769626 102202 34399 136601 33460641 0.66470 0.77560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 344190 7067 351257 335929 8261 344190 330219 5710 335929 329692 527 330219 329418 274 329692 0.00000 0.92525 0.07475 0 0 2835000 2835000 8386397 244983 8141414 4801018 1698633 3102385 3265055 2982441 282614 1903808 713110 1190698 15552111 LEASE LIABILITY 4918556 4918556 X 23001058 251264 64275 315539 22685519 0 22685519 11866537 64275 64275 11802262 0 11802262 PART X, LINE 2: THE BALLET IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE BALLET'S FINANCIAL STATEMENTS. THE BALLET FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 48,201. RENTAL EXPENSES 16,074. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 48,201. RENTAL EXPENSES 16,074. FASHION SHOW 987263 824372 162891 74788 71860 7490 83350 DINNER 122700 102131 20569 4891 15902 21088 2 111380 70150 41230 39974 143 20171 1221343 996653 224690 119653 87905 7490 124609 339657 -114967 X X X 0 0 0 0 0 0 0 0 0 TIMOTHY O'KEEFE ARTISTIC DIRECTOR 212340 0 21000 0 12565 0 10178 0 1249 0 257332 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 212906 0 15800 0 12000 0 9618 0 1174 0 251498 0 0 0 PART I, LINE 3 THE BALLET USES THE DANCEUSA COMPENSATION SURVEY TO ESTABLISH COMPENSATION. SCHEDULE J, PART II THE BALLET PROVIDES A CAR ALLOWANCE OF $1,000 PER MONTH TO VANESSA LOGAN AND REPORTS THOSE AMOUNTS TO HER ON HER FORM W-2. THE BALLET PROVIDED A CAR ALLOWANCE IN 2025 OF $12,565 TO TIM O'KEEFE AND REPORTED THAT AMOUNT TO HIM ON HIS FORM W-2. BEN STEVENSON ARTISTIC DIRECTOR LAUREATE DOWN PAYMENT TO PURCHASE HOME X 41442 66064 0 1 1 ROBERT AND ANNE T BASS DIRECTORS LOAN TO RENOVATE MALL CICLE AND THE NEW DALLAS SCHOOL LOCATION X 40000000 2643412 0 1 1 2709476 FORM 990, PART VI, SECTION A, LINE 2 ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE CHAIR AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE EXECUTIVE ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MANAGEMENT COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.