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Houston Ballet Foundation Organization Name provided in the GuideStar Exchange* as of 05/21/2015: Houston Ballet Foundation

Organization Name as listed in the IRS Business Master File as of 05/11/2015: HOUSTON BALLET FOUNDATION

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Houston, TX
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2014, 2013, and 2012 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 05/21/2015: Houston Ballet Foundation

Organization Name as listed in the IRS Business Master File as of 05/11/2015: 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 
Video URL(s): Summer Preschool 2015
"Morris, Welch, & Kylian" May 25 - June 7, 2015
"Taming of the Shrew" June 11 - 21, 2015
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

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 2015)

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,
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May 2015)

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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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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May 2015)

Mr. James Nelson

Board Chair (GuideStar Exchange,
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May 2015)

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Board Co-Chair (GuideStar Exchange,
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May 2015)

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Board of Directors (GuideStar Exchange,
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May 2015)

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Board Leadership Practices (GuideStar Exchange,
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May 2015)
?

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 2015

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Programs

Program: 2015-2016 season (GuideStar Exchange,
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May 2015)

Budget:
--
Category:
None
Population Served:
None
None
None

Program Description:

Houston Ballet ignites its 2015-2016 season with Sir Kenneth MacMillan's Manon, full of passion and deliciously dramatic; returning to honor Ben Stevenson's 80th birthday is his fairytale classic, The Sleeping Beauty; concluding the season is world premiere of Stanton Welch's Giselle, the perfect finale to three of the world's most beloved productions in classical ballet. The season's mixed-repertory lineup includes works by such legends as George Balanchine, as well as four powerhouse works making their Houston debuts: Jiri Kylian's "Wings of Wax," Wayne McGregor's "Dyad 1929," Alexander Ekman's "Cacti," and Jerome Robbins' iconic "West Side Story Suite." Another season highlight includes Christopher Bruce's wildly popular "Ghost Dances," returning to the Wortham after a twelve year absence. Romance, adventure, drama and a little tinge of danger--there's no better arrangement than this. World-renowned choreography set on a world-class company in the heart of Houston, Texas-- a city that's in for a truly remarkable year of dance.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Houston Ballet's Education and Community Engagement Programs (GuideStar Exchange,
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May 2015)

Budget:
$503,440
Category:
None
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 engagement 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 community engagement programming consists of: Ballet Talks, Student Matinees, Studio Series, Houston Ballet’s After School Program (HBASP), Chance to Dance, Learning from the Masters, Dance to Learn, and Adapted Dance.  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 37,800 students annually.

Program Long-Term Success:

Houston Ballet’s Education and Community Engagement 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 2015)

Budget:
--
Category:
None
Population Served:
General Public/Unspecified
None
None

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 engagement initiatives we endeavor to expand our reach and access to encompass all diverse populations. Over the last ten years, the company has emerged as one the most effective international ambassadors for the City of Houston, performing in London, New York, Hong Kong, Los Angeles, Calgary, Toronto, Montreal, The Kennedy Center in Washington, D.C., and at the Bolshoi Theater in Moscow.     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,
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May 2015)

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:

Program: Houston Ballet Academy (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 2015)

Budget:
--
Category:
None
Population Served:
None
None
None

Program Description:

Since his arrival as director of Houston Ballet Academy in 2003, Stanton Welch has had a profound influence on the students of the academy, specifically with his increased standard of excellence, his involvement with each level of the academy, his working relationship with teachers and his vision of what the academy means to Houston Ballet itself. Since its founding in 1955, Houston Ballet Academy has provided the highest quality ballet training for those enrolled. Over 500 students, between the ages of 4 and 60, are currently enrolled in the academy's classes, and more than half of the professional company's dancers have come from the ranks of the academy. The academy's outstanding faculty includes teachers who have performed with Houston Ballet and other prestigious companies throughout the world. In July 2003, Houston Ballet Academy was re-named Houston Ballet's Ben Stevenson Academy in recognition of the key role Ben Stevenson, former artistic director of the professional company and director of the academy, played for 27 years in shaping and developing the school. The academy offers a program designed to take students from their first introduction to the art through a full course of ballet study. Students take classes in technique, pointe work, pas de deux, men's technique, character dance and music. The academy also operates a summer intensive program that welcomes students from around the United States and abroad. Each year, faculty members hold auditions in 13 cities around the country and select intermediate and advanced level students to attend this intensive six-week program.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit

Houston Ballet's 44th season began with a mixed repertory program of three world premiere works, including Passion by James Kudelka, Return by Garrett Smith, and the third kind [is] useless by Melissa Hough, and the premiere of Intimate Pages by internationally praised choreographer Christopher Bruce.In February, Houston Ballet presented the American premiere of English choreographer David Bintley’s thrilling full-length Aladdin. Later in March, Houston Ballet celebrated the 10th anniversary of Stanton Welch’s tenure as artistic director with a mixed repertory program that highlighted the breadth and depth of his work as a dance maker. The centerpiece of the program was the world premiere of Stanton Welch’s The Young Person’s Guide to the Orchestra, set to Benjamin Britten’s beloved score by the same name. Also on the program was Mr.Welch’s abstract work Maninyas and his beautiful tribute to his mother, Of Blessed Memory. The May mixed repertory program, Modern Masters, showcased the work of George Balanchine, William Forsythe and Jiří Kylián. The 2013-2014 season concluded with the return of Stanton Welch’s staging of the beloved classic, Swan Lake, created for the company in 2006. Houston Ballet toured to New York’s renowned Joyce Theater, Paris and Montreal Canada. Houston Ballet continually strives to reach more schools through its community outreach and education programs, with former principal dancer Lauren Anderson heading our efforts.
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