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Houston Ballet Foundation Organization Name provided in the GuideStar Exchange* as of 05/28/2014: Houston Ballet Foundation

Organization Name as listed in the IRS Business Master File as of 06/09/2014: HOUSTON BALLET FOUNDATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

 
Houston, TX

GuideStar Summary

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

Houston Ballet Foundation Organization Name provided in the GuideStar Exchange* as of 05/28/2014: Houston Ballet Foundation

Organization Name as listed in the IRS Business Master File as of 06/09/2014: HOUSTON BALLET FOUNDATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Physical Address: Houston, TX 77002 
EIN: 74-1394920
Web URL: www.houstonballet.org 
NTEE Category: A Arts, Culture, and Humanities
A99 Other Art, Culture, Humanities Organizations/Services N.E.C.
A Arts, Culture, and Humanities
A63 Ballet
A Arts, Culture, and Humanities
A6E Performing Arts Schools
Ruling Year: 1957 


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Mission Statement

Houston Ballet’s mission is to inspire a lasting love and appreciation for dance through artistic excellence, exhilarating performances, innovative choreography and superb educational programs.  In furtherance of our mission, we are committed to maintaining and enhancing our status as: ·          A classically trained company with a diverse repertory whose range includes the classics as well as contemporary works. ·          A company that attracts the world’s best dancers and choreographers and provides them with an environment where they can thrive and further develop the art form. ·          An international company that is accessible to broad and growing local, national, and international audiences. ·          A company with a world-class Academy that provides first rate instruction for professional dancers and meaningful programs for non-professional dancers. ·          A company with state of the art facilities for performances, rehearsals, and ongoing operations.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses (GuideStar Exchange,
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May 2014)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

Total Revenue $19,236,773
Total Expenses $19,236,915

Revenue & Expenses (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
May 2014)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

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Balance Sheet (IRS Form 990)

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Leadership (GuideStar Exchange,
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May 2014)

Mr. James Nelson

Term:

Since Feb 2012

Board Chair (GuideStar Exchange,
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May 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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May 2014)

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Board Leadership Practices (GuideStar Exchange,
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May 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in May 2014

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Programs

Program: (GuideStar Exchange,
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May 2014)

Budget:
--
Category:
Population Served:

Program Description:

Each season, Houston Ballet performs a diverse repertoire of works ranging from classics such as Swan Lake and Onegin to groundbreaking world premiere ballets and contemporary dance works. In addition to its regular season performances, Houston Ballet has many education and outreach programs. Education programs include Student Matinees, which allow Houston-area students the opportunity to see fully-staged productions often for the first time; and "Studio Series" performances, which bring elementary school children to Houston Ballet Academy to tour the facility and see a lecture/demonstration by professional-level Houston Ballet Academy students. Starting in 1999, Houston Ballet II, comprised of professional-level Houston Ballet Academy Students, have performed in area schools and throughout the community; and the Houston Ballet Chance to Dance identifies talented, underserved elementary school students with the potential for a career in dance. While Houston Ballet's education programs target students, its community outreach programs target the Houston area as a whole. More than 25,000 tickets are donated annually to a variety of groups including social service agencies, charities, students, and senior citizens free of charge. With the free performances at Miller Outdoor Theatre and reduced ticket performances at The Cynthia Woods Mitchell Pavilion, thousands more are able to witness the art of dance.

Program Long-Term Success:

Houston Ballet relies on The Nutcracker for over ½ of our ticket revenue each season. The past several holiday seasons, we have encountered huge obstacles in The Radio City Spectacular featuring the Rockettes, and White Christmas. These productions have both enormous name recognition and financial resources behind them. They posed a tremendous threat to Houston Ballet?s ticket sales and therefore our making our budgeted income goals. Our solution was to take a big risk by deciding to double our marketing budget for The Nutcracker. We strategically placed advertising and it more than paid off. Our ticket sales increased dramatically. Instead of losing ticket sales to the ?competition? we created more awareness of our production and had a huge increase in our audience.

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Houston Ballet's Education and Outreach Programs (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
May 2014)

Budget:
--
Category:
Arts, Culture & Humanities
Population Served:
Children and Youth (infants - 19 years.)
Children Only (5 - 14 years)
Youth/Adolescents only (14 - 19 years)

Program Description:

Houston Ballet is committed to inspiring a lifelong love of the arts, educating youth about the art of dance, and reaching the diverse populations of our area.  Houston Ballet’s educational and community outreach initiatives include programs that bring first- through twelfth-grade students into our theater and studios, as well as programs that go directly into schools and community facilities to educate and inspire.  Houston Ballet’s education and outreach program consists of Ballet Talks, Student Matinees, the Studio Series, Houston Ballet’s After School Program (HBASP), and Dance Works!: including the programs, Chance to Dance, Learning from the Masters, and Studio to Stage – Houston Ballet’s high school program.  Retired Houston Ballet principal dancer Lauren Anderson serves as Education Outreach Associate, and is instrumental in developing and delivering these initiatives to area students.  These programs and initiatives reach and engage over 20,000 annually.

Program Long-Term Success:

Houston Ballet’s Education and Outreach goals are to increase the amount of programs offered, types of programs offered, schools reached, and most importantly, students reached.

Program Short-Term Success:

Program Success Monitored by:

Programs are evaluated throughout each season by recording the number of schools and students reached, as well as booking frequency of each program. Surveys are also handed out to teachers asking for their input about program success and/or additional critiques. All of these methods are utilized to make our programs more efficient and effective.

Program Success Examples:

Program: Performances and National/ International Touring (GuideStar Exchange,
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May 2014)

Budget:
--
Category:
Arts, Culture & Humanities
Population Served:
General Public/Unspecified

Program Description:

Houston Ballet’s programs and services aim to expose and offer opportunities for all members of the community to participate in the art form of dance.  Through our Wortham Theatre Center six-production subscription series, Nutcracker season, free performances at Miller Outdoor Theatre, and our education and community outreach initiatives we endeavor to expand our reach and access to encompass all diverse populations.  Houston Ballet seeks to encourage that the arts play a more valuable and integral role in people’s lives.     Each season, Houston Ballet acts as our city’s goodwill ambassador, performing in major cities across the country and around the world, showcasing Houston as home to arts of the highest international standard.  Houston Ballet has toured extensively to critical praise in Europe, the United Kingdom, Asia, Canada, and in cities throughout the United States.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Dance for Parkinson's (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
May 2014)

Budget:
--
Category:
Arts, Culture & Humanities
Population Served:
Disabled, General or Disability Unspecified
Physically Disabled nec

Program Description:

In May 2009, Houston Ballet teamed with Houston Area Parkinson's Society to offer a weekly dance course on Monday afternoons at Houston Ballet’s Center for Dance at 601 Preston in downtown Houston.  A pianist accompanies the class and incorporates various types of music, encouraging participants to dance independently and find their own beat. This initiative allows HAPS to expand its exercise program, adding a new type of dance group to its existing tango dance grouwho performed with Houston Ballet from 1980 to 1993, teaches the weekly classes.       Beginners are welcome, no partners required—just a willingness to have fun!

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Impact Summary from the Nonprofit

Houston Ballet’s 42nd artistic season opened in September with a mixed repertory program featuring the revival of three works by three master choreographers- Sir Frederick Ashton’s Les Patineurs, Sir Kenneth MacMillian’s The Song of the Earth, and Jerome Robbins’ In The Night.  Also in September, Houston Ballet presented the world premiere Ai Gul Gaisina’s staging of Giselle; as well as and Stanton Welch’s Indigo.  In November and December, Houston Ballet revived Ben Stevenson's beloved holiday classic The Nutcracker.   February herald the return of Artistic Director Stanton Welch’s production of Cinderella.   Houston Ballet then presented a mixed repertory program in early March featuring a powerhouse program, including Christopher Bruce’s Rooster, Stanton Welch’s Divergence, and Tapestry a world premiere by Mr. Welch.  The Spring Showcase in April featured the gifted young artists of Houston Ballet’s Ben Stevenson Academy.  The company’s summer repertory program showcased the world premiere of See(k) by Nicolo Fonte, the Houston premiere of Mark Morris’ Drink To Me With Thine Eyes Only, and the revival of George Balanchine’s Theme and Variations.  The season ended in June with Ben Stevenson’s staging of Romeo and Juliet. Our education and outreach initiatives include programs that bring first- through twelfth-grade students into our theater and studios, as well as programs that go directly into schools and community facilities to educate and inspire. Our programs: Guest Speaking, Ballet Talks, Dance Works!, Studio Series, Student Matinees, and Houston Ballet After School Program (HBASP), work with Houston schools teachers and their needs to enhance lesson plans. We want to make ballet more accessible to students and show them ballet is a very relevant form of expression. Houston Ballet’s Education and Outreach programs during 2011-2012 were provided to 167 schools within the greater-Houston area and to a total of 19,345 students.  In May, Houston Ballet performed three free performances of a mixed repertory program at Miller Outdoor Theatre that attracted a total audience of approximately 11,500 people. The total attendance for Houston Ballet performances and education and outreach activities in 2011-2012 was 179,270; of that number, 141,610 people came to our regular season performances at the Wortham Theater Center.

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