HOUSTON BALLET GUILD INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BALLET GUILD INC (EIN 74-2129272)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-02
- IRS object ID
- 202301249349302140
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T13:38:12-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Main Street Suite 2150 | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742129272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON BALLET GUILD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Coffey Bean | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4096562925 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maxwell Barlow | PreparerPersonNm |
| PTIN | P01959439 | PTIN |
| Phone | 4092736617 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ann Bean President | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,147,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonballet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 301 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,650 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,026,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $247 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $4,093,345 | CYOtherRevenueAmt |
| PY Total Revenue | $7,650 | PYTotalRevenueAmt |
| CY Total Revenue | $5,120,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,117,885 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $124 | PYOtherExpensesAmt |
| CY Other Expenses | $8,887 | CYOtherExpensesAmt |
| PY Total Expenses | $124 | PYTotalExpensesAmt |
| CY Total Expenses | $5,126,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,526 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,607 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,991 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,991 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,117,885 | ExpenseAmt |
| Grant | $5,117,885 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,117,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristi Roberts | PersonNm |
| Phone | 7135236300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Patsy Chapman | |||||||
| Directory | 0.25 | 35 | Yes (X) | $0 | $203,656 | $18,719 | |
| Cecil Conner | |||||||
| Bravo Events | 0.25 | 35 | Yes (X) | $0 | $31,227 | $0 | |
| S Shawn Stephens | |||||||
| HBF Chairman | 0.1 | 2.5 | $0 | $0 | $0 | Yes (X) | |
| Leigh M Smith | |||||||
| HBF President | 0.1 | 4 | $0 | $0 | $0 | Yes (X) | |
| Jennifer Kushner | |||||||
| President | 0.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michelle Jeffery | |||||||
| Treasurer | 0.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ann Bean | |||||||
| President Elect | 0.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Traci Bocock | |||||||
| Parlimentarian | 0.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Brenda Clem | |||||||
| Corresponding Secretary | 0.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Megan Kessler | |||||||
| Recording Secretary | 0.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Christine Sofka | |||||||
| Vice President Membership | 0.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Katrina Arnim | |||||||
| Spring Coffee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Dede Aronack Loughran | |||||||
| Membership Renewal | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Philamena Baird | |||||||
| Special Advisors | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Janis Bell | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Susan Binney | |||||||
| HB Academy ECE Support | 0.25 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| Katherine Bodron | |||||||
| HB Theater District Open House | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Carol Brant | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Marcie Bristol | |||||||
| Needles En Pointe HB Wortham Boutique Workshops | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Brown | |||||||
| HB Student Matinees | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Tua Burke | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Wendy Wilkins Burks | |||||||
| Fall Kickoff Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Cecilia Campbell | |||||||
| Special Advisors | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Ben Carmona | |||||||
| HB Academy ECE Support | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Jeannie Chandler | |||||||
| Bravo Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Christ | |||||||
| Members Trip | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Richard Clem | |||||||
| Directory | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Causey Coffield | |||||||
| Needles En Pointe | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Cook | |||||||
| Spring Coffee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Leslie Culhane | |||||||
| HB Academy ECE Support | 0.25 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| Gay Currie | |||||||
| Bravo Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Jan DeCoux | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Joan Dunlap | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Erskine | |||||||
| Special Advisors | 0.25 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| Dottie Erwin Legendre | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Jackie Eubank | |||||||
| Fall Kickoff Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Allison Farb | |||||||
| Communication Social Media | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Abimbola Farinde | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Cheryl Gallagher | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Sam Gershen | |||||||
| Members Trip | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Mignon Gill | |||||||
| Nutcracker Market Chairman | 5 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| Elise Glattier Hollingsworth | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Diane Go | |||||||
| HBII Birthday Celebrations | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Gaylon Gullquist | |||||||
| Fall Kickoff Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Karen Haug | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Beverly Hicks | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Carol Howes | |||||||
| HB Theater District Open House | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Renee Humphrey | |||||||
| Fall Kickoff Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Susan Inger | |||||||
| Tutu Times | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Martha Jones | |||||||
| HB Wortham Boutique Sales | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Brooke Kaplan | |||||||
| Communication Social Media | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Kinsey | |||||||
| HB Student Matinees | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Evelyn Leightman | |||||||
| Special Advisors | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Denise Malone | |||||||
| Social Events (Lead) | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Jean May | |||||||
| HB Student Matinees | 0.25 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| Diane McDaniel | |||||||
| HB Theater District Open House | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Sally Miller | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Eileen Murphy | |||||||
| New Member Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Mary Dee Neal | |||||||
| Special Advisors | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Susan Osterberg | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Mary Alice Parmet | |||||||
| Special Advisors Spring Coffee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Kari Parsons | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Kaylon Phillips | |||||||
| New Member Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn Ragsdale | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn Riddles | |||||||
| Spring Coffee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Roark | |||||||
| Houston Ballet Docents | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Casey Rowe | |||||||
| New Member Events Nutcracker Market Chairman Elect | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Liz Schlotzhauer | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Seymour | |||||||
| Houston Ballet Docents | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Krista Shamaly | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Rhonda Smith | |||||||
| Social Events | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Pam Staples | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Stettler | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Jana Stiffel | |||||||
| HB Theater District Open House | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Helen L Toombs | |||||||
| HB Wortham Boutique Workshops | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Phyllis Ullman | |||||||
| Host Committee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Elba Villarreal | |||||||
| Membership Recruitment | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Amber Westman | |||||||
| Member Recruitment | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Tracey Williford | |||||||
| Host Committee (Lead) | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Devyn Wolens | |||||||
| HB Student Matinees | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $234,883 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,719 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $31,774 | MembershipDuesAmt |
| Fundraising | $994,799 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $40,609 | NoncashContributionsAmt |
| Total Contributions | $1,026,573 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $247 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,105,202 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $994,799 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,026,318 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,078,884 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,078,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $15,160 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $699 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,120,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,093,592 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,117,885 | TotalAmt |
| Program Services | $5,117,885 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,317 | TotalAmt |
| Management And General | $2,317 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Awards & Gifts | $212 | $0 | $212 | $0 |
| Miscellaneous | $4,358 | $0 | $4,358 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,126,772 | TotalAmt |
| Program Services | $5,117,885 | ProgramServicesAmt |
| Management And General | $8,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,598 | BOYAmt |
| EOY | $11,991 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,598 | BOYAmt |
| EOY | $11,991 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,598 | BOYAmt |
| EOY | $11,991 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,598 | BOYAmt |
| EOY | $11,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,598 | BOYAmt |
| EOY | $11,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,607 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Ballet Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741394920 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $5,117,885 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,117,885 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section C, Line 1 | FormAndLineReferenceDesc |
| Explanation | The Governing Board of the Houston Ballet Guild, Inc. consists of the Chairman of the Board of the Houston Ballet Foundation, the President of the Houston Ballet Foundation, and the Treasurer of the Houston Ballet Guild, Inc. The Board of the Houston Ballet Foundation delegates its authority to act on its behalf to the Executive Committee of the Houston Ballet Foundation. By virtue of the fact that three members of the Governing Board of the Houston Ballet Guild, Inc. serve on the Executive Committee of Houston Ballet Foundation, control or management of the supporting organization (Houston Ballet Guild, Inc.) is vested in the same persons that control or manage the supported organization (Houston Ballet Foundation). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | Footnote from the Combined Financial Statements of Houston Ballet Foundation and Houston Ballet Guild, Inc. Houston Ballet Foundation and 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 upon 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 has no uncertain tax positions as of June 30, 2022. The income tax position taken by the Foundation, for any years open under the various statues 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, 2022. 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, 2022. The Foundation's federal exempt organization business tax returns (Form 990) for 2019 and later are subject to examination by the Internal Revenue Service. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Nutcracker Market | Event1Nm |
| Gross Receipts Event1 | $6,254,455 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $962,589 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,291,866 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $187,227 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,477,361 | OtherDirectExpensesEvent1Amt |
| Event2 | Spring Market | Event2Nm |
| Gross Receipts Event2 | $845,546 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $32,210 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $813,336 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $142,888 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $218,842 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $7,100,001 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $994,799 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,105,202 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $330,115 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,696,203 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,026,318 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,078,884 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $15,160 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $699 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.95 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $15,160 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $0 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $0 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $0 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $699 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $699 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $14,461 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | No license is necessary for a one-time gaming event. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.1 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.9 | GamingOtherFacilityPct |
| Individual With Books | Kristi Roberts | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston Streeet | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Ballet Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741394920 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $5,117,885 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | General Support for programs and operations. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Houston Ballet Guild, Inc. is updated at least annually on the use of funds granted to Houston Ballet Foundation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patsy Chapman | PersonNm |
| Title | Directory; HBII Birthday Celebrations | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $181,156 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $3,000 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $19,500 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $5,481 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $13,238 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $222,375 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,919 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,390 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Printing & Publication | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Houston Ballet Guild Inc. does not maintain any brokerage accounts, so any securities contributed to Houston Ballet Guild are processed and sold by Houston Ballet Foundation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 12b | The Houston Ballet Guild, Inc.'s financial statements are audited as part of a combined annual audit with the Houston Ballet Foundation. As a result, the Houston Ballet Foundation has an Audit Committee that assumes the responsibility for oversight of the audit of the financial statements and selection of an independent accountant. |
| Form 990, Part VI, Section A, Line 1a | The Governing Board delegates its authority to act to the Executive Committee, which has broad authority to act on behalf of the Governing Board. The Executive Committee consists of seven officers (President, President-Elect, Vice President for Membership, Treasurer, Recording Secretary, Corresponding Secretary and Parliamentarian) of which only the President and Treasurer are members of the Governing Board. |
| Form 990, Part VI, Section A, Line 2 | The following Houston Ballet Guild, Inc. Trustees or Officers have a relationship with another Trustee or Officer of the Houston Ballet Guild, Inc. Megan Kessler/Tracey Williford-Family Relationship, Casey Rowe/Kaylon Phillips-Family Relationship, Brenda Clem/Richard Clem-Family Relationship. |
| Form 990, Part VI, Section A, Line 6 | The Houston Ballet Guild, Inc. is an organization with members. |
| Form 990, Part VI, Section A, Line 7a | The members are entitled to vote on matters submitted to a vote of the general membership, such as the election of the Executive Committee, two of whom (President and Treasurer) sit on the Governing Board. |
| Form 990, Part VI, Section B, Line 11b | The Governing Board and the Executive Committee were provided electronic copies of the prepared Form 990 prior to its filing. The Executive Committee reviewed the prepared Form 990 during a monthly meeting. |
| Form 990, Part VI, Section B, Line 12c | The Governing Board, Executive Committee and Committee Chairman are required to complete a disclosure statement annually. The disclosure obligation is continuing, and the Governing Board, Executive Committee and Committee Chairman are required to update their respective disclosure if a conflict or the appearance of a conflict arises prior to the next reporting period. Disclosures (and subsequent disclosures) are reviewed and, 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, Section B, Line 15 | No compensation is made to any officer, director, trustee, or key employee, so no process for determining compensation for those persons is necessary. |
| Form 990, Part VI, Section C, Line 19 | All governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part XII, Line 2a | The Houston Ballet Guild, Inc's financial statements are audited as part of a combined annual audit with the Houston Ballet Foundation. As a result, the Houston Ballet Foundation has an Audit Committee that assumes the responsibility for oversight of the audit of the financial statements and selection of an independent accountant. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Ballet Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Preston Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741394920 | EIN |
| Primary Activities | Ballet Company & Academy | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part I | FormAndLineReferenceDesc |
| Explanation | The Houston Ballet Guild, Inc. and Houston Ballet Foundation are 501(c)(3) entities. Houston Ballet Foundation does not control and is not controlled by Houston Ballet Guild, Inc. Grants between affiliates need no explanation on line 2. | ExplanationTxt |