2026-04-15T09:10:16+00:00 2025-06-30 135565207 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2024-07-01 741394920 Houston Ballet Foundation HOUS 7135236300 601 Preston St Houston TX 77002 Jim Nelson Executive Director 7135236300 2026-04-15 true Ryan Hooks P00746825 2253444000 2026-04-15 2024 2025-03-06 01:10:19Z Kristy Bradshaw 601 Preston St Houston TX 77002 73511507 false X WWW.HOUSTONBALLET.ORG X 1955 TX To inspire a lasting love and appreciation for dance through artistic excellence, exhilarating performances, innovative choreography, and superb educational programs. 115 115 602 292 0 0 23162361 15988202 15524628 17923644 6845024 8433913 825747 -388453 46357760 41957306 1013534 974648 0 22497754 23824670 0 4467043 16224579 17154544 39735867 41953862 6621893 3444 181517628 184991674 8417817 7885116 173099811 177106558 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. false false 26480107 13974059 DANCE PERFORMANCES BY THE COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY INCLUDE PRODUCTION EXPENSES SUCH AS SALARY OF PERFORMERS, COST OF COSTUMES, STAGE SETS, THEATER RENTAL, ORCHESTRA AND OTHER RELATED EXPENSES. 8123254 974648 3949585 ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATING TO THE OPERATION OF THE BALLET ACADEMY, SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS. 34603361 true true false false false false false false false true true false false false false true false true false false true false false false true false false false true true false false false false false false false false false false true false false false false true false false false false true 94 0 true 602 true false false false false false true true false false false false false false X 115 115 true false false false true true false true true false false false true true true true true true true true false false X KRISTI ROBERTS 7135236300 601 PRESTON ST HOUSTON TX 77002 MR DANIEL M MCCLURE VICE PRESIDENT INVESTMENT 1.5 X X 0 0 0 MR JAMES COWAN MEMBER-AT-LARGE 1.5 X X 0 0 0 MR JESSE H JONES II VICE PRESIDENT DEVELOPMENT 1.5 X X 0 0 0 MR KENT SCHAFFER MEMBER-AT-LARGE 1.5 X X 0 0 0 MR SEAN BECKER MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS ALLISON THACKER MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS AMY PINCU VICE PRESIDENT FINANCE 1.5 X X 0 0 0 MRS CABRINA OWSLEY MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS CARROLL ROBERTSON RAY MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS CHRISTINE M UNDERWOOD MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS ELIZABETH LEYKUM VP EDUCATION & COMMUNITY ENGAGEMENT 1.5 X X 0 0 0 MRS ELIZABETH R ZDEBLICK VICE PRESIDENT ACADEMY 1.5 X X 0 0 0 MRS FT BARR MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS HALLIE VANDERHIDER SECRETARY 1.5 X X 0 0 0 MRS JENNIFER LAPORTE MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS KELLEY S LUBANKO VICE PRESIDENT TRUSTEE DEVELOPMENT 1.5 X X 0 0 0 MRS KRISTY J BRADSHAW CHAIRMAN 2.5 0.1 X X 0 0 0 MRS MARGARET ALKEK WILLIAMS MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS MIGNON GILL MEMBER-AT-LARGE 1.5 X X 0 0 0 MRS PHOEBE TUDOR MEMBER-AT-LARGE 1.5 X X 0 0 0 MS LETICIA LOYA MEMBER-AT-LARGE 1.5 X X 0 0 0 MS MICHELLE IVERSEN JEFFERY GUILD PRESIDENT 1.5 35.0 X X 0 0 0 STEPHANIE TSURU PRESIDENT 4.0 0.1 X X 0 0 0 BECCA CASON THRASH TRUSTEE 1.5 X 0 0 0 DANNIKA E SIMPSON TRUSTEE 1.5 X 0 0 0 DR AADITYA SATIJA TRUSTEE 1.5 X 0 0 0 DR BRIDGITTE SHEN LEE TRUSTEE 1.5 X 0 0 0 DR DUYEN HUYNH NGUYEN TRUSTEE 1.5 X 0 0 0 DR JOSHUA D HARRIS TRUSTEE 1.5 X 0 0 0 DR JULIA D ANDRIENI TRUSTEE 1.5 X 0 0 0 DR LILIANA SOLTERO TRUSTEE 1.5 X 0 0 0 HON CHARLES C FOSTER TRUSTEE 1.5 X 0 0 0 LAURA M ROBERTSON TRUSTEE 1.5 X 0 0 0 MACEY REASONER TRUSTEE 1.5 X 0 0 0 MARSHA L MONTEMAYOR TRUSTEE 1.5 X 0 0 0 MONICA RADOFF TRUSTEE 1.5 X 0 0 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PYE TRUSTEE 1.5 X 0 0 0 MRS ERIKA TOUSSAINT TRUSTEE 1.5 X 0 0 0 MRS GINA BHATIA TRUSTEE 1.5 X 0 0 0 MRS ILEANA TREVINO TRUSTEE 1.5 X 0 0 0 MRS J LUKE MCCONN III TRUSTEE 1.5 X 0 0 0 MRS JAMES SHAFFER TRUSTEE 1.5 X 0 0 0 MRS JAYNE S JOHNSTON TRUSTEE 1.5 X 0 0 0 MRS JEAN E MAY TRUSTEE 1.5 0.3 X 0 0 0 MRS JO FURR TRUSTEE 1.5 X 0 0 0 MRS JORDAN SEFF TRUSTEE 1.5 X 0 0 0 MRS KATE DEARING FOWLER TRUSTEE 1.5 X 0 0 0 MRS KRIS MCGEE TRUSTEE 1.5 X 0 0 0 MRS LEIGH M SMITH TRUSTEE 1.5 0.1 X 0 0 0 MRS LENNI BURKE TRUSTEE 1.5 0.3 X 0 0 0 MRS LESLIE BLANTON TRUSTEE 1.5 X 0 0 0 MRS LOUISA STUDE SAROFIM TRUSTEE 1.5 X 0 0 0 MRS LYNN WYATT TRUSTEE 1.5 X 0 0 0 MRS MARGARET VAUGHAN COX TRUSTEE 1.5 X 0 0 0 MRS MARIANNE GEAGEA TRUSTEE 1.5 X 0 0 0 MRS MARTHA FINGER TRUSTEE 1.5 X 0 0 0 MRS MARTHA ROCKS MCMURREY TRUSTEE 1.5 X 0 0 0 MRS MICHAEL MITHOFF TRUSTEE 1.5 X 0 0 0 MRS MOLLY CROWNOVER TRUSTEE 1.5 X 0 0 0 MRS NANCY FERGUSON HAYWOOD TRUSTEE 1.5 X 0 0 0 MRS PAMELA D EARTHMAN TRUSTEE 1.5 X 0 0 0 MRS PATTI MURPHY TRUSTEE 1.5 X 0 0 0 MRS PAULA WHITTEN-DOOLIN TRUSTEE 1.5 X 0 0 0 MRS RINI ZIEGLER TRUSTEE 1.5 X 0 0 0 MRS ROSANETTE S CULLEN TRUSTEE 1.5 X 0 0 0 MRS SUSAN BINNEY TRUSTEE 1.5 0.3 X 0 0 0 MRS TEAL TIGNER REAMER TRUSTEE 1.5 X 0 0 0 MRS TWANA GRIFFITH-FAYKUS TRUSTEE 1.5 X 0 0 0 MRS WINELL HERRON TRUSTEE 1.5 X 0 0 0 MS AMY LEBLANC TRUSTEE 1.5 X 0 0 0 MS BETH MUECKE TRUSTEE 1.5 X 0 0 0 MS DESRYE MORGAN TRUSTEE 1.5 X 0 0 0 MS JANE DIPAOLO TRUSTEE 1.5 X 0 0 0 MS JUDY LIU TRUSTEE 1.5 X 0 0 0 MS KEIKO CHEVRAY TRUSTEE 1.5 X 0 0 0 MS LESLIE ALSTON TRUSTEE 1.5 X 0 0 0 MS LINDSEY BROWN TRUSTEE 1.5 X 0 0 0 MS MELANIE LAWSON TRUSTEE 1.5 X 0 0 0 MS MELISSA HOLMAN JUNEAU TRUSTEE 1.5 X 0 0 0 MS MELISSA REIHLE TRUSTEE 1.5 X 0 0 0 MS NANCY POWELL MOORE TRUSTEE 1.5 X 0 0 0 MS S SHAWN STEPHENS TRUSTEE 1.5 X 0 0 0 MS SAMIRA A SALMAN TRUSTEE 1.5 0.3 X 0 0 0 MS SASHA DAVIS TRUSTEE 1.5 X 0 0 0 MS SUNDAY SHEPHERD TRUSTEE 1.5 X 0 0 0 MS VICTORIA GUTIERREZ TRUSTEE 1.5 X 0 0 0 MS ZOE CADORE TRUSTEE 1.5 X 0 0 0 NATASHA KHAN TRUSTEE 1.5 X 0 0 0 RICHARD K MCGEE TRUSTEE 1.5 X 0 0 0 RICHARD W FLOWERS TRUSTEE 1.5 X 0 0 0 SANDRA S GODFREY TRUSTEE 1.5 X 0 0 0 SHARON F ERSKINE TRUSTEE 1.5 0.3 X 0 0 0 JAMES NELSON EXECUTIVE DIRECTOR 40.0 X 561658 0 40270 JULIE-BARBEE KENT ARTISTIC DIRECTOR 40.0 X 382526 0 49989 KRISTI FELBER-ROBERTS CHIEF FINANCIAL OFFICER 40.0 X 242992 0 28839 STANTON D WELCH ARTISTIC DIRECTOR 40.0 X 611826 0 38526 ALEXANDRA YATES SENIOR DIRECTOR SPECIAL EVENTS 40.0 X 140779 0 23218 ANGELA LANE CHIEF DEVELOPMENT OFFICER 40.0 X 232120 0 30988 Connor L Walsh Dancer - Principal 40.0 X 135458 0 24934 JENNIFER SOMMERS ACADEMY DIRECTOR 40.0 X 147278 0 23543 Simon Thew Music Director 40.0 X 133901 0 22874 2588538 0 283181 20 true true false IATSE LOCAL 51 PO BOX 403 HOUSTON TX 770010403 UNION STAGE HANDS 1693739 STRIKE MARKETING 906 RUTLAND STREET HOUSTON TX 77008 MARKETING/AD SERVICES 1555130 DATAVOX 6650W SAM HOUSTON PARKWAY SOUTH HOUSTON TX 77072 TECHNOLOGY 458021 JIXAW TECHNOLOGIES 107-8828 HEATHER STREET VANCOUVER BRITISH COLUMBIA CA V6P3S8 TECHNOLOGY 303078 WORTHAM CENTER OPERATING CO 510 PRESTON 201 HOUSTON TX 77002 WORTHAM CREW FEES 264343 17 1755502 6182523 1110703 6939474 775252 15988202 PERFORMANCE INCOME 711120 12726769 12726769 TUITION 711120 3949585 3949585 COSTUME/SET RENTALS 711120 36970 36970 SOUVENIR INCOME 711120 1090866 1090866 MISCELLANEOUS 711120 119454 119454 0 0 0 0 17923644 3582134 3582134 0 0 35712346 30860568 4851778 0 4851779 4851779 305180 1755502 693633 -388453 -388453 0 0 0 0 0 41957306 17923644 0 8045460 974648 974648 2367213 1140170 924082 302961 16137251 13928991 299648 1908612 573804 541950 16595 15259 3331117 2891694 83089 356334 1415285 1205414 60172 149699 154720 154720 14865 14865 80435 80435 261557 261557 4093465 3119151 202823 771491 2180638 2135288 2193 43157 2191116 1837882 156305 196929 782460 484961 176200 121299 407322 407322 1822722 1618035 108835 95852 446099 401761 24314 20024 210791 139516 50644 20631 2219995 1883161 168417 168417 643081 515597 63742 63742 Souvenir Expense 490262 490262 1155016 887558 34822 232636 41953862 34603361 2883458 4467043 13258588 11625510 7686843 7397100 61203 49818 0 0 0 0 663123 543428 885383 1569060 71264528 33129296 38553729 38135232 119896744 125412343 0 0 512015 259183 181517628 184991674 2761167 2634174 5097181 4968031 0 0 559469 282911 0 0 8417817 7885116 119146106 124872689 53953705 52233869 173099811 177106558 181517628 184991674 3444 4003303 0 X false true true false X 7994388 13184691 15826320 23162361 15988202 76155962 0 0 7994388 13184691 15826320 23162361 15988202 76155962 12539555 63616407 1480267 1348019 2586720 3961924 3582134 12959064 0 66657 1193314 1780009 1247060 0 4287040 93402066 46909245 0.68110 0.68056 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 66657.0, COLUMN B - 1193314.0, COLUMN C - 1780009.0, COLUMN D - 1247060.0, COLUMN E - 0.0, COLUMN F - 4287040.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117057150 225011 11262215 21899 2251823 126270654 104447712 5130798 9923040 2444400 117057150 96379430 1217356 8353594 1502668 104447712 103394771 8014515 -13604434 234423 1190999 96379430 80123432 200 24790968 188489 1331340 103394771 0.6153 0.3847 0.0 false false 9689178 9689178 42756169 16349024 26407145 4124316 3157055 967261 14694865 13623217 1071648 38135232 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses 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 LIMITATION ESTABLISHED BY THE BOARD OF TRUSTEES OF THE FOUNDATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. 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, 2025. 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, 2025. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS TAX RETURNS (FORM 990) FOR 2022 AND LATER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. Europe (Including Iceland and Greenland) Investments 201230 0 0 0 0 0 0 201230 0 201230 true false false false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash Ballet Ball 1653421 1411281 242140 175201 6225 123253 40000 248790 Onstage Dinner 296481 259621 36860 5666 41914 24102 1 110780 84600 26180 17080 11402 2060682 1755502 305180 175201 11891 182247 40000 284294 693633 -388453 true STUDENT SCHOLARSHIPS 395 0 974648 FMV TUITION REVENUE REDUCTIONS Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds HOUSTON BALLET ACADEMY OFFERS SCHOLARSHIPS BASED ON MERIT, FINANCIAL NEED, OR A COMBINATION OF BOTH. THROUGH THE CHANCE TO DANCE PROGRAM, ALL FAMILIES MAY APPLY FOR FINANCIAL ASSISTANCE IN THE FORM OF TUITION ABATEMENT. EACH YEAR, HOUSTON BALLET COLLABORATES WITH NINE AREA ELEMENTARY SCHOOLS WITH AT LEAST 75% OF THE STUDENTS IDENTIFIED AS ECONOMICALLY DISADVANTAGED BY THE TEXAS EDUCATION AGENCY. AFTER THE 8-WEEK PROGRAM, PARTICIPANTS ARE EVALUATED FOR FULL SCHOLARSHIPS TO HOUSTON BALLET ACADEMY BASED ON CRITERIA SUCH AS STRENGTH, FLEXIBILITY, MUSICALITY, RHYTHM, COORDINATION, AND PERSONAL MOTIVATION. ADDITIONALLY, HOUSTON BALLET FACULTY ANNUALLY AWARDS MERIT-BASED SCHOLARSHIPS FOR SUMMER PROGRAMMING TO STUDENTS WHO DEMONSTRATE SIGNIFICANT GROWTH AS DANCERS AND CONTRIBUTORS TO THE ACADEMY COMMUNITY. THESE INCLUDE BOTH ENDOWED AND NAMED SCHOLARSHIPS WITH SPECIFIC ELIGIBILITY REQUIREMENTS. FACULTY NOMINATIONS FOR THESE SCHOLARSHIPS ARE BASED ON STUDENT'S PERFORMANCE IN CLASSES, REHEARSALS, AND ONSTAGE. FAMILIES SEEKING NEED-BASED SCHOLARSHIPS APPLY THROUGH TADS, A THIRD-PARTY SYSTEM. HOUSTON BALLET TRACKS ALL SCHOLARSHIPS USING CLASSE365 AND PRODUCES MONTHLY AND ANNUAL REPORTS ON SCHOLARSHIP ALLOCATIONS. X X X X X false true false false false false false false false STANTON D WELCH ARTISTIC DIRECTOR 586873 0 0 0 24953 0 22373 0 16153 0 650352 0 166395 0 JAMES NELSON EXECUTIVE DIRECTOR 538658 0 0 0 23000 0 24117 0 16153 0 601928 0 198180 0 JULIE-BARBEE KENT ARTISTIC DIRECTOR 382526 0 0 0 0 0 16885 0 33104 0 432515 0 0 0 KRISTI FELBER-ROBERTS CHIEF FINANCIAL OFFICER 242992 0 0 0 0 0 12200 0 16639 0 271831 0 0 0 ANGELA LANE CHIEF DEVELOPMENT OFFICER 218120 0 0 0 14000 0 11785 0 19203 0 263108 0 0 0 JENNIFER SOMMERS ACADEMY DIRECTOR 147278 0 0 0 0 0 7390 0 16153 0 170821 0 0 0 ALEXANDRA YATES SENIOR DIRECTOR SPECIAL EVENTS 140779 0 0 0 0 0 7065 0 16153 0 163997 0 0 0 Connor L Walsh Dancer - Principal 135458 0 0 0 0 0 9461 0 15473 0 160392 0 0 0 Simon Thew Music Director 133901 0 0 0 0 0 6721 0 16153 0 156775 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan STANTON WELCH RECEIVED A PAYMENT OF $17,123 IN THE CURRENT YEAR. 17 20975 Market value X 75781 Market value 10 319527 Market value 14 67506 Market value X Women's Accessories 15 27242 Market value X Men's accessories 8 13150 Market value X Vacation 6 30650 Market value X Decor 1 149982 Market value X Jewelery 5 22122 Market value X VARIOUS AUCTION ITEMS 21 48317 Market value false true false Schedule M, Part I COLUMN B THE AMOUNT LISTED IN COLUNM B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 2 THE FOLLOWING TRUSTEES OR OFFICERS HAVE A RELATIONSHIP WITH ANOTHER TRUSTEE OR OFFICER OF THE HOUSTON BALLET FOUNDATION: MR. JAMES CROWNOVER/MRS. JAMES CROWNOVER - FAMILY RELATIONSHIP MR. JAMES JORDAN/MRS. S. SHAWN STEPHENS- FAMILY RELATIONSHIP MRS. KRIS MCGEE/MR. RICHARD MCGEE - FAMILY RELATIONSHIP Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF TRUSTEES DELEGATES ITS AUTHORITY TO ACT ON ITS BEHALF TO THE ELECTIVE COMMITTEE. THE ELECETIVE 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 15 MEMBER-AT-LARGE, INCLUDING THE HOUSTON BALLET GUILD PRESIDENT) ALL OF WHOM ARE MEMBERS OF THE BOARD OF TRUSTEES. Form 990, Part VI, Line 6 Classes of members or 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. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS OF THE HOUSTON BALLET FOUNDATION MEET ANNUALLY AND VOTE TO ELECT THE TRUSTEES BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body THE TRUSTEES ON THE EXECUTIVE AND AUDIT COMMITTEES WERE PROVIDED ELECTRONIC COPIES OF THE PREPARED FORM 990 BEFORE ITS FILING WITH THE IRS. THE AUDIT COMMITTEE REVIEWED THE PREPARED FORM 990 DURING THEIR REGULAR MEETINGS. Form 990, Part VI, Line 12c Conflict of interest policy ALL TRUSTEES AND OFFICERS OF THE BOARD ARE SENT A QUESTIONNAIRE ANNUALLY TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. DISCLOSURES SHOULD BE UPDATED IF A CONFLICT OR THE APPEARANCE OF A CONFLICT ARISES BEFORE THE NEXT REPORTING PERIOD. DISCLOSURES (AND SUBSEQUENT DISCLOSURES) ARE REVIEWED. IF POTENTIAL CONFLICTS ARE PRESENT, THE INTERESTED PARTY SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE A DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. Form 990, Part VI, Line 15a Process to establish compensation of top management official OFFICER COMPENSATION: BEFORE HIRING OR EXTENDING THE WRITTEN EMPLOYMENT CONTRACTS OF EITHER THE EXECUTIVE DIRECTOR OR THE ARTISTIC DIRECTORS, THE EXECUTIVE COMMITTEE OR A SPECIALLY-FORMED INDEPENDENT COMMITTEE REVIEWS HOUSTON BALLET FOUNDATION DATA INCLUDING, BUT NOT LIMITED TO, FORM 990 OF OTHER ORGANIZATIONS, COMPENATION SURVEYS, AND EMPLOYMENT CONTRACTS. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTORS. THE DELIBERATION AND THE DECISION ARE DOCUMENTED. 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 DIRECTORS APPROVE THE COMPENSATION FOR THE OFFICERS OR KEY EMPLOYEES OF THE HOUSTON BALLET FOUNDATION. Form 990, Part VI, Line 19 Required documents available to the public THE 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND THROUGH GUIDESTAR ONLINE. A LINK TO GUIDESTAR IS ON THE ORGANIZATION'S WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ETC. ARE ALSO AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XII, Line 2a THE HOUSTON BALLET FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED AS PART OF A COMBINED ANNUAL AUDIT WITH THE HOUSTON BALLET GUILD, INC. THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. HOUSTON BALLET GUILD INC 601 PRESTON ST HOUSTON TX 77002 742129272 SUPPORT HBF TX 501(c)(3) Type II NA false WORTHAM CENTER OPERATING CO INC 510 PRESTON ST HOUSTON TX 77002 760205663 SUPPORT HBF TX 501(c)(3) Type III-FI NA false false false true false false false false false false false false false true true true true true false false