2023-05-02T13:38:12-07:00 2022-06-30 135565207 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2021-07-01 742129272 HOUSTON BALLET GUILD INC HOUS 7135236300 601 Preston St Houston TX 77002 Ann Coffey Bean President 4096562925 2023-05-02 1 Maxwell Barlow P01959439 4092736617 2023-05-02 1 11 1 AAL2 X 2021 2023-04-26 12:10:37Z Ann Bean President 601 Preston St Houston TX 77002 7147182 0 X www.houstonballet.org X 1974 TX Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. 4 4 0 301 0 0 7650 1026573 0 0 0 247 0 4093345 7650 5120165 0 5117885 0 0 0 0 0 0 0 124 8887 124 5126772 7526 -6607 18598 11991 0 0 18598 11991 Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. 0 0 5117885 5117885 0 Fundraising activities and programs to aid in the financial support of Houston Ballet Foundation and to educate and generate interest in dance. 0 0 0 5117885 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 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 1 1 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Kristi Roberts 7135236300 601 Preston St Houston TX 77002 Patsy Chapman Directory 0.25 35 X 0 203656 18719 Cecil Conner Bravo Events 0.25 35 X 0 31227 0 S Shawn Stephens HBF Chairman 0.1 2.5 X 0 0 0 Leigh M Smith HBF President 0.1 4 X 0 0 0 Jennifer Kushner President 0.5 0.1 X X 0 0 0 Michelle Jeffery Treasurer 0.5 0.1 X X 0 0 0 Ann Bean President Elect 0.5 0.1 X X 0 0 0 Traci Bocock Parlimentarian 0.5 X X 0 0 0 Brenda Clem Corresponding Secretary 0.5 X X 0 0 0 Megan Kessler Recording Secretary 0.5 X X 0 0 0 Christine Sofka Vice President Membership 0.5 X X 0 0 0 Katrina Arnim Spring Coffee 0.25 X 0 0 0 Dede Aronack Loughran Membership Renewal 0.25 X 0 0 0 Philamena Baird Special Advisors 0.25 X 0 0 0 Janis Bell Host Committee 0.25 X 0 0 0 Susan Binney HB Academy ECE Support 0.25 0.1 X 0 0 0 Katherine Bodron HB Theater District Open House 0.25 X 0 0 0 Carol Brant Social Events 0.25 X 0 0 0 Marcie Bristol Needles En Pointe HB Wortham Boutique Workshops 0.25 X 0 0 0 Cynthia Brown HB Student Matinees 0.25 X 0 0 0 Tua Burke Social Events 0.25 X 0 0 0 Wendy Wilkins Burks Fall Kickoff Social Events 0.25 X 0 0 0 Cecilia Campbell Special Advisors 0.25 X 0 0 0 Ben Carmona HB Academy ECE Support 0.25 X 0 0 0 Jeannie Chandler Bravo Events 0.25 X 0 0 0 Cynthia Christ Members Trip 0.25 X 0 0 0 Richard Clem Directory 0.25 X 0 0 0 Causey Coffield Needles En Pointe 0.25 X 0 0 0 Cindy Cook Spring Coffee 0.25 X 0 0 0 Leslie Culhane HB Academy ECE Support 0.25 0.1 X 0 0 0 Gay Currie Bravo Events 0.25 X 0 0 0 Jan DeCoux Host Committee 0.25 X 0 0 0 Joan Dunlap Social Events 0.25 X 0 0 0 Sharon Erskine Special Advisors 0.25 0.1 X 0 0 0 Dottie Erwin Legendre Social Events 0.25 X 0 0 0 Jackie Eubank Fall Kickoff Social Events 0.25 X 0 0 0 Allison Farb Communication Social Media 0.25 X 0 0 0 Abimbola Farinde Host Committee 0.25 X 0 0 0 Cheryl Gallagher Social Events 0.25 X 0 0 0 Sam Gershen Members Trip 0.25 X 0 0 0 Mignon Gill Nutcracker Market Chairman 5 0.1 X 0 0 0 Elise Glattier Hollingsworth Social Events 0.25 X 0 0 0 Diane Go HBII Birthday Celebrations 0.25 X 0 0 0 Gaylon Gullquist Fall Kickoff Social Events 0.25 X 0 0 0 Karen Haug Host Committee 0.25 X 0 0 0 Beverly Hicks Host Committee 0.25 X 0 0 0 Carol Howes HB Theater District Open House 0.25 X 0 0 0 Renee Humphrey Fall Kickoff Social Events 0.25 X 0 0 0 Susan Inger Tutu Times 0.25 X 0 0 0 Martha Jones HB Wortham Boutique Sales 0.25 X 0 0 0 Brooke Kaplan Communication Social Media 0.25 X 0 0 0 Catherine Kinsey HB Student Matinees 0.25 X 0 0 0 Evelyn Leightman Special Advisors 0.25 X 0 0 0 Denise Malone Social Events (Lead) 0.25 X 0 0 0 Jean May HB Student Matinees 0.25 0.1 X 0 0 0 Diane McDaniel HB Theater District Open House 0.25 X 0 0 0 Sally Miller Host Committee 0.25 X 0 0 0 Eileen Murphy New Member Events 0.25 X 0 0 0 Mary Dee Neal Special Advisors 0.25 X 0 0 0 Susan Osterberg Host Committee 0.25 X 0 0 0 Mary Alice Parmet Special Advisors Spring Coffee 0.25 X 0 0 0 Kari Parsons Social Events 0.25 X 0 0 0 Kaylon Phillips New Member Events 0.25 X 0 0 0 Marilyn Ragsdale Host Committee 0.25 X 0 0 0 Kathryn Riddles Spring Coffee 0.25 X 0 0 0 Sharon Roark Houston Ballet Docents 0.25 X 0 0 0 Casey Rowe New Member Events Nutcracker Market Chairman Elect 0.25 X 0 0 0 Liz Schlotzhauer Social Events 0.25 X 0 0 0 Michelle Seymour Houston Ballet Docents 0.25 X 0 0 0 Krista Shamaly Host Committee 0.25 X 0 0 0 Rhonda Smith Social Events 0.25 X 0 0 0 Pam Staples Host Committee 0.25 X 0 0 0 Sandra Stettler Host Committee 0.25 X 0 0 0 Jana Stiffel HB Theater District Open House 0.25 X 0 0 0 Helen L Toombs HB Wortham Boutique Workshops 0.25 X 0 0 0 Phyllis Ullman Host Committee 0.25 X 0 0 0 Elba Villarreal Membership Recruitment 0.25 X 0 0 0 Amber Westman Member Recruitment 0.25 X 0 0 0 Tracey Williford Host Committee (Lead) 0.25 X 0 0 0 Devyn Wolens HB Student Matinees 0.25 X 0 0 0 0 234883 18719 1 0 1 0 0 0 31774 994799 0 0 0 40609 1026573 0 247 0 0 247 0 0 0 0 0 0 0 0 0 0 0 0 6105202 994799 2026318 4078884 0 4078884 15160 699 14461 0 0 14461 0 5120165 0 0 4093592 5117885 5117885 2317 2317 2000 2000 Awards & Gifts 212 0 212 0 Miscellaneous 4358 0 4358 0 5126772 5117885 8887 0 18598 11991 18598 11991 0 0 0 0 X 0 0 0 0 18598 11991 18598 11991 18598 11991 -6607 0 0 0 0 0 X X 0 1 X 0 0 X X 1 Houston Ballet Foundation 741394920 7 1 5117885 0 1 5117885 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section C, Line 1 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X Schedule D, Part X, Line 2 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. Nutcracker Market 6254455 962589 5291866 0 0 187227 0 0 1477361 Spring Market 845546 32210 813336 0 0 142888 0 0 218842 0 7100001 994799 6105202 0 0 330115 0 0 1696203 2026318 4078884 15160 699 1 0.95 15160 0 0 0 699 699 14461 TX 0 No license is necessary for a one-time gaming event. 0 1 0 0.1 0.9 Kristi Roberts 601 Preston Streeet Houston TX 77002 0 0 0 1 Houston Ballet Foundation 601 Preston St Houston TX 77002 741394920 501(c)(3) 5117885 0 General Support for programs and operations. 1 0 Schedule I, Part I, Line 2 The Houston Ballet Guild, Inc. is updated at least annually on the use of funds granted to Houston Ballet Foundation. 0 0 0 0 0 0 0 0 0 Patsy Chapman Directory; HBII Birthday Celebrations 0 181156 0 3000 0 19500 0 5481 0 13238 0 222375 0 0 X 81 35919 Selling Price X 2 1390 Selling Price X Printing & Publication 1 3300 Selling Price 0 0 1 1 Schedule M, Part I, Line 32b 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. 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. Houston Ballet Foundation 601 Preston Street Houston TX 77002 741394920 Ballet Company & Academy TX 501(c)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Schedule R, Part I 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.