2019-05-09T16:33:03-05:00 2018-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2017-07-01 841622654 TEXAS BALLET THEATER INC TEXA 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 LINDA BRADFORD DIRECTOR OF FINANCE AND ACCOUNTING 8177630207 2019-03-25 1 CHRISTY CATES P00440503 8172599100 66.51.12.244 2019-03-25 17:48:05 CD P 21B5010BE9AD4BBB5B3A835E8F1FF103F3BAAE96 5AB0508C917B9D793C9B3D17A0B80BA1E12A49C9 2017 2019-02-21 02:37:17Z LINDA BRADFORD 1540 MALL CIRCLE FORT WORTH TX 76116 9182035 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. 44 42 424 125 0 0 3756411 3126358 4832635 5644458 50 -3524 137759 115889 8726855 8883181 76231 89100 0 0 5068242 5023689 0 0 533266 3145485 3640299 8289958 8753088 436897 130093 2885172 3129628 1074673 1189036 1810499 1940592 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 6082212 3951307 TEXAS BALLET THEATER PROVIDED 55 HIGH QUALITY BALLET PERFORMANCES IN DALLAS AND FORT WORTH, TEXAS FOR 71,938 PATRONS DURING THE FISCAL YEAR ENDED JUNE 30, 2018. INCLUDED IN THE PRODUCTIONS WERE TWO COMPANY PREMIERES-"BEAUTY AND THE BEAST" BY LEW CHRISTENSEN AND "SEVEN SONATAS" BY ALEXEI RATMANSKY. THE COMPANY ALSO PRESENTED TWO WORLD PREMIERES, "MARTINU PIECES" BY BEN STEVENSON AND "HENRY VIII" BY CARL COOMER. OTHER PRODUCTIONS INCLUDED FAMILY FAVORITES "THE NUTCRACKER AND "SWAN LAKE" BY BEN STEVENSON. 1210806 89100 1649229 PROVIDED SUCCESSFUL TRAINING PROGRAMS, LOCATED IN FORT WORTH, TEXAS AND RICHARDSON, TEXAS FOR THE PERFORMING ARTS WITH PROFESSIONAL INSTRUCTION AND DANCE EDUCATION. APPROXIMATELY 496 STUDENTS ATTENDED DURING THE FISCAL YEAR ENDED JUNE 30, 2018. 168475 119608 CITY DANCE 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 1,142 K - 8TH GRADERS IN PARTICIPATING SCHOOLS IN ARLINGTON, BURLESON, DALLAS, AND FORT WORTH INDEPENDENT SCHOOL DISTRICTS. CITY DANCE SERVED STUDENTS IN 44 NORTH TEXAS SCHOOLS AND 2 CHILDREN'S ORGANIZATIONS DURING THE FISCAL YEAR ENDED JUNE 30, 2018. 7461493 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 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 424 1 0 0 0 0 0 1 1 0 0 0 0 X 44 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA BRADFORD 8177630207 1540 MALL CIRCLE FORT WORTH TX 76116 ANNE T BASSRN CHAIRMAN 3.00 X X 0 0 0 TOM BESSANT VICE-CHAIRMAN 1.00 X X 0 0 0 CAMILLE R COMEAU TREASURER 2.00 X X 0 0 0 JAMES MEINTJES SECRETARY 1.00 X X 0 0 0 GLENN ADAMS BOARD OF GOVERNORS 1.00 X 0 0 0 ROBERT M BASS BOARD OF GOVERNORS 1.00 X 0 0 0 ALLISON BEADLES BOARD OF GOVERNORS 1.00 X 0 0 0 NICOLE FIRESTONE BOARD OF GOVERNORS 1.00 X 0 0 0 JILL FISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 ELIZABETH FLEISCHER BOARD OF GOVERNORS 1.00 X 0 0 0 MARY LYNN GARRETT BOARD OF GOVERNORS 2.00 X 0 0 0 TERA GARVEY BOARD OF GOVERNORS 1.00 X 0 0 0 LORI HALEY BOARD OF GOVERNORS 1.00 X 0 0 0 PAMELA KRICK BOARD OF GOVERNORS 1.00 X 0 0 0 LAURI LAWRENCE BOARD OF GOVERNORS 1.00 X 0 0 0 BOND MALONE BOARD OF GOVERNORS 1.00 X 0 0 0 KATHRIN MALONE BOARD OF GOVERNORS 1.00 X 0 0 0 AMY WALTON BOARD OF GOVERNORS 1.00 X 0 0 0 AARON WATSON BOARD OF GOVERNORS 1.00 X 0 0 0 ROBIN ARENA BOARD OF GOVERNORS 1.00 X 0 0 0 ASHLI R BLUMENFELD BOARD OF GOVERNORS 1.00 X 0 0 0 LEIGH BORNITZ BOARD OF GOVERNORS 1.00 X 0 0 0 CRAWFORD BROCK BOARD OF GOVERNORS 1.00 X 0 0 0 SUSAN BUTT BOARD OF GOVERNORS 1.00 X 0 0 0 NANCY CARLSON BOARD OF GOVERNORS 1.00 X 0 0 0 JUANA ROSA DANIELL BOARD OF GOVERNORS 1.00 X 0 0 0 ASAD DEAN BOARD OF GOVERNORS 1.00 X 0 0 0 TRACY FITZ BOARD OF GOVERNORS 1.00 X 0 0 0 JILL FORTNEY BOARD OF GOVERNORS 1.00 X 0 0 0 STEVEN H GENDLER BOARD OF GOVERNORS 1.00 X 0 0 0 KATHLEEN HICKS BOARD OF GOVERNORS 1.00 X 0 0 0 GAYLORD LUMMIS BOARD OF GOVERNORS 1.00 X 0 0 0 LYNN MCBEE BOARD OF GOVERNORS 1.00 X 0 0 0 KRISTA MANNING BOARD OF GOVERNORS 1.00 X 0 0 0 EVELYN MERRILL BOARD OF GOVERNORS 1.00 X 0 0 0 MARIBETH MILLER BOARD OF GOVERNORS 1.00 X 0 0 0 SHANNON M NOLAN BOARD OF GOVERNORS 1.00 X 0 0 0 JIM PHILLIPS BOARD OF GOVERNORS 1.00 X 0 0 0 JANET RICE BOARD OF GOVERNORS 1.00 X 0 0 0 AMANDA SHUFELDT BOARD OF GOVERNORS 1.00 X 0 0 0 CYNTHIA SIEGEL BOARD OF GOVERNORS 1.00 X 0 0 0 WHITNEY STRAUSS BOARD OF GOVERNORS 1.00 X 0 0 0 RENEE WALSH BOARD OF GOVERNORS 1.00 X 0 0 0 SUSAN YOUNG BOARD OF GOVERNORS 1.00 X 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 40.00 X 181097 0 857 BEN STEVENSON ARTISTIC DIRECTOR 40.00 X 182733 0 7931 363830 0 8788 2 0 1 0 PERFORMING ARTS FORT WORTH 330 EAST 4TH ST STE 300 FORT WORTH TX 76102 PERFORMANCE SERVICES 555235 WARREN DOUGLAS ADVERTISING 1204 W 7TH ST STE 100 FORT WORTH TX 76102 MARKETING CONSULTANT 495248 FORT WORTH SYMPHONY ORCHESTRA 330 EAST 4TH STREET STE 200 FORT WORTH TX 76102 MUSICAL PERFORMANCES 256245 FIRST & CENTER LLC 929 E 2ND ST STE 300 LOS ANGELES CA 90012 LEASING SERVICES 240620 THE DALLAS OPERA 2403 FLORA STREET STE 500 DALLAS TX 75201 MUSICAL PERFORMANCES 188750 6 671499 2454859 3126358 ADMISSIONS & PERFORMAN 711120 3875621 3875621 SCHOOL TUITION 611600 1625401 1625401 COMMUNITY OUTREACH 900099 119608 119608 OTHER SCHOOL REVENUE 611600 23828 23828 5644458 84625 4789 79836 79836 79836 3524 -3524 -3524 -3524 274355 671499 237676 36679 36679 52239 52865 -626 -626 8883181 5720144 0 36679 89100 89100 186103 61414 61414 63275 3443456 2925988 305397 212071 35927 24662 7274 3991 967115 766498 108247 92370 391088 319215 40591 31282 281856 236260 45596 439080 439080 69221 3425 62371 3425 8481 3223 3138 2120 80863 80863 1035036 989308 22864 22864 32920 32920 191444 128090 55752 7602 45685 45685 OTHER PRODUCTION 638037 638037 PRODUCTION MUSIC 629232 629232 MISCELLANEOUS 188444 94178 94266 8753088 7461493 758329 533266 779891 446743 175228 225000 326718 696317 60758 72516 66064 66064 253868 273849 4354875 3125689 1096480 1229186 126165 119953 2885172 3129628 263348 271981 806898 917055 4427 0 1074673 1189036 X 842879 559948 792620 1055644 175000 325000 1810499 1940592 2885172 3129628 130093 0 X X 0 1 X 1 0 X 3400403 3533428 3716645 3756411 3126358 17533245 3400403 3533428 3716645 3756411 3126358 17533245 3191093 14342152 3896 3395 35 50 416 7792 17541037 0.81760 0.79660 X 175228 150000 416 325644 175178 50 175228 175143 35 175178 75000 100000 143 175143 75000 75 75 75000 0.00000 0.99800 0.00200 0 0 752661 465352 287309 3111830 2298531 813299 490384 361806 128578 1229186 X 9517097 427686 295330 723016 8794081 89100 89100 8883181 9387004 427686 295330 723016 8663988 89100 89100 8753088 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: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 237,676. COST OF GOODS SOLD 52,865. RENTAL EXPENSES 4,789. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 89,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 237,676. COST OF GOODS SOLD 52,865. RENTAL EXPENSES 4,789. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES NETTED AGAINST TUITION REVENUE 89,100. FASHION SHOW 426915 319595 107320 27314 41603 10523 GALA 286280 218795 67485 22198 26608 14554 13397 6 232659 133109 99550 11461 37590 12742 19684 945854 671499 274355 60973 105801 27296 43604 237674 36681 0 SCHOLARSHIPS 89 89100 FMV X X X 0 0 0 0 0 0 0 0 0 VANESSA LOGAN EXECUTIVE DIRECTOR 165006 0 4091 0 12000 0 0 0 857 0 181954 0 0 0 BEN STEVENSON ARTISTIC DIRECTOR 170733 0 0 0 12000 0 7021 0 910 0 190664 0 0 0 SCHEDULE J, PART II THE BALLET PROVIDES A CAR ALLOWANCE OF $1,000 PER MONTH TO BEN STEVENSON AND VANESSA LOGAN AND REPORTS THOSE AMOUNTS TO THEM ON THEIR RESPECTIVE FORM W-2. BEN STEVENSON ARTISTIC DIRECTOR DOWN PAYMENT TO PURCHASE HOME X 41442 66064 0 1 1 66064 FORM 990, PART VI, SECTION A, LINE 2 ANNE T. AND ROBERT BASS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 KATHERIN AND BOND MALONE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED 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 MANAGING 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. FORM 990, PART XII, PAGE 12, LINE 2C THE BOARD REVIEW PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.