Form 990 for tax year 2023

Filed by HOUSTON BALLET FOUNDATION.

Totals

Total revenue: $46,357,760
Total expenses: $39,735,867
Contributions and grants received: $23,162,361
Grants paid: $1,013,534
Program services expenses (Part IX): $32,546,608
Management and general expenses: $2,979,725
Fundraising expenses: $4,209,534
Program service expenses (Part III): $32,546,608

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

Mr CHAD LIBERTUS

VP - IDEA

Total calculated

$0

Hours/week

1.5
MR DANIEL M MCCLURE

VICE PRESIDENT INVESTMENT

Total calculated

$0

Hours/week

1.5
MR JAMES COWAN

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MR JESSE H JONES II

VICE PRESIDENT DEVELOPMENT

Total calculated

$0

Hours/week

1.5
MR MARCUS A WATTS

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MR SEAN BECKER

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS ALLISON THACKER

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS AMY PINCU

TREASURER, VICE PRESIDENT FINANCE

Total calculated

$0

Hours/week

1.5
MRS CARROLL ROBERTSON RAY

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS CHRISTINE M UNDERWOOD

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS ELIZABETH LEYKUM

VP EDUCATION & COMMUNITY ENGAGEMENT

Total calculated

$0

Hours/week

1.5
MRS ELIZABETH R ZDEBLICK

VICE PRESIDENT ACADEMY

Total calculated

$0

Hours/week

1.5
MRS KELLEY S LUBANKO

VICE PRESIDENT TRUSTEE DEVELOPMENT

Total calculated

$0

Hours/week

1.5
MRS KRISTY J BRADSHAW

PRESIDENT

Total calculated

$0

Hours/week

4 + 0.1 related
MRS LEIGH M SMITH

CHAIRMAN

Total calculated

$0

Hours/week

2.5 + 0.1 related
MRS LYNN WYATT

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS MARGARET ALKEK WILLIAMS

MEMBER-AT-LARGE, LIFE TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS Melza BARR

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS PHOEBE TUDOR

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MS HALLIE VANDERHIDER

SECRETARY

Total calculated

$0

Hours/week

1.5
MS LETICIA LOYA

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MS S SHAWN STEPHENS

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
STEPHANIE TSURU

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
BECCA CASON THRASH

TRUSTEE

Total calculated

$0

Hours/week

1.5
DANNIKA E SIMPSON

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR BRIDGITTE SHEN LEE

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR DUYEN HUYNH NGUYEN

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR JOSHUA D HARRIS

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR JULIA D ANDRIENI

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR LILIANA SOLTERO

TRUSTEE

Total calculated

$0

Hours/week

1.5
HON CHARLES C FOSTER

TRUSTEE

Total calculated

$0

Hours/week

1.5
LAURA M ROBERTSON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MACEY REASONER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MARSHA L MONTEMAYOR

TRUSTEE

Total calculated

$0

Hours/week

1.5
MONICA RADOFF

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR BILL BALDWIN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR ED KOEHLER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR ERICH CANSECO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR GARY V BEAUCHAMP

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR HERSCHEL HAMNER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR JAMES M JORDAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR JAMES PARR

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR JAMES W CROWNOVER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR JOSEPH A HAFNER JR

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR JOSEPH A MATULA

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR KENT SCHAFFER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MARK LOVELAND

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MICHAEL HECKMAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MIKE CHOU

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR PHIL LANE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR RON RAND

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR W CAMERON ALGUIRE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS AKEMI SAITOH

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ALICIA SMITH

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANN GRAHAM

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANNE S CHAO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS CABRINA OWSLEY

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS CARTER DUGAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS DIANE BAZELIDES

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS DONALD M GRAUBART

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ELISA S PYE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ERIKA TOUSSAINT

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS GINA BHATIA

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS HEIDI SMITH

TRUSTEE

Total calculated

$0

Hours/week

1.5
Mrs ILEANA TREVINO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS J LUKE MCCONN III

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS JAMES SHAFFER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS JAMES W CROWNOVER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS JAYNE JOHNSTON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS JEAN E MAY

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS JO FURR

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS KATE FOWLER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS KRIS MCGEE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LENNI BURKE

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS LESLIE ALSTON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LESLIE BLANTON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LOUISA STUDE SAROFIM

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MARIANNA GEAGEA

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MARTHA FINGER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MARTHA ROCKS MCMURREY

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MICHAEL MITHOFF

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MIGNON GILL

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS NANCY FERGUSON HAYWOOD

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS PAMELA D EARTHMAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS PATTI MURPHY

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS REE HUMPHREY

GUILD PRESIDENT

Total calculated

$0

Hours/week

1.5 + 35 related
MRS RINI ZIEGLER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ROSANETTE S CULLEN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS RUSSELL C JOSEPH

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS SUSAN BINNEY

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS WINELL HERRON

TRUSTEE

Total calculated

$0

Hours/week

1.5
Ms AMY LEBLANC

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS ANN C BEAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS BETH MUECKE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS DESRYE MORGAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS JANE DIPAOLA

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS JORDAN SEFF

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS KAY CHEVRAY

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS KIM CAGLE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS LINDSEY BROWN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS MELANIE LAWSON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS MELISSA JUNEAU

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS NANCY POWELL MOORE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS SAMIRA A SALMAN

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MS SASHA DAVIS

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS SUNDAY SHEPHERD

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS VICTORIA GUTIERREZ

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS ZOE CADORE

TRUSTEE

Total calculated

$0

Hours/week

1.5
NATASHA KHAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
RICHARD K MCGEE

TRUSTEE

Total calculated

$0

Hours/week

1.5
RICHARD W FLOWERS

TRUSTEE

Total calculated

$0

Hours/week

1.5
SANDRA S GODFREY

TRUSTEE

Total calculated

$0

Hours/week

1.5
SHARON F ERSKINE

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
TAMMY TRAN NGUYEN

TRUSTEE

Total calculated

$0

Hours/week

1.5
JAMES NELSON

EXECUTIVE DIRECTOR

Total calculated

$432,075

From this org

$353,891

From related orgs

$0

Other

$78,184

Hours/week

40

Schedule J breakdown matched by us

Base

$331,391

Bonus

$0

Other

$22,500

Deferred

$62,271

Nontaxable benefits

$15,913

Filer's total

$432,075
JULIE-BARBEE KENT

ARTISTIC DIRECTOR

Total calculated

$243,007

From this org

$209,234

From related orgs

$0

Other

$33,773

Hours/week

40

Schedule J breakdown matched by us

Base

$209,234

Bonus

$0

Other

$0

Deferred

$9,615

Nontaxable benefits

$24,158

Filer's total

$243,007
KRISTI FELBER-ROBERTS

CHIEF FINANCIAL OFFICER

Total calculated

$236,294

From this org

$209,376

From related orgs

$0

Other

$26,918

Hours/week

40

Schedule J breakdown matched by us

Base

$209,376

Bonus

$0

Other

$0

Deferred

$10,519

Nontaxable benefits

$16,399

Filer's total

$236,294
STANTON D WELCH

ARTISTIC DIRECTOR

Total calculated

$521,873

From this org

$470,714

From related orgs

$0

Other

$51,159

Hours/week

40

Schedule J breakdown matched by us

Base

$420,478

Bonus

$0

Other

$50,236

Deferred

$35,246

Nontaxable benefits

$15,913

Filer's total

$521,873
ANGELA LANE

CHIEF DEVELOPMENT OFFICER

Total calculated

$242,595

From this org

$212,813

From related orgs

$0

Other

$29,782

Hours/week

40

Schedule J breakdown matched by us

Base

$203,313

Bonus

$0

Other

$9,500

Deferred

$10,819

Nontaxable benefits

$18,963

Filer's total

$242,595
Connor L Walsh

Dancer - Principal

Total calculated

$152,215

From this org

$128,034

From related orgs

$0

Other

$24,181

Hours/week

40

Schedule J breakdown matched by us

Base

$128,034

Bonus

$0

Other

$0

Deferred

$8,956

Nontaxable benefits

$15,225

Filer's total

$152,215
ERMANNO FLORIO

MUSIC DIRECTOR

Total calculated

$225,188

From this org

$173,871

From related orgs

$0

Other

$51,317

Hours/week

40

Schedule J breakdown matched by us

Base

$173,871

Bonus

$0

Other

$0

Deferred

$9,990

Nontaxable benefits

$41,327

Filer's total

$225,188
JENNIFER SOMMERS

ACADEMY DIRECTOR

Total calculated

$152,292

From this org

$129,860

From related orgs

$0

Other

$22,432

Hours/week

40

Schedule J breakdown matched by us

Base

$129,860

Bonus

$0

Other

$0

Deferred

$6,519

Nontaxable benefits

$15,913

Filer's total

$152,292
MARYJANE C BAVARET

IT DIRECTOR

Total calculated

$167,244

From this org

$144,100

From related orgs

$0

Other

$23,144

Hours/week

40

Schedule J breakdown matched by us

Base

$144,100

Bonus

$0

Other

$0

Deferred

$7,231

Nontaxable benefits

$15,913

Filer's total

$167,244
Patsy Chapman

CEO of Nutcracker Market

Total calculated

$186,207

From this org

$164,835

From related orgs

$0

Other

$21,372

Hours/week

0

Schedule J breakdown matched by us

Base

$164,835

Bonus

$0

Other

$0

Deferred

$5,755

Nontaxable benefits

$15,617

Filer's total

$186,207

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: STANTON WELCH RECEIVED A PAYMENT OF $17,036 IN THE CURRENT YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

HOUSTON BALLET GUILD INC

501(c)(3) · SUPPORT HBF · TX

Directly controlled by NA
WORTHAM CENTER OPERATING CO INC

501(c)(3) · SUPPORT HBF · TX

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2023
Filed: 28 April 2025
IRS schema version: 2023v6.0
Source object: 202521189349301022

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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