Form 990 for tax year 2024

Filed by HOUSTON BALLET FOUNDATION.

Totals

Total revenue: $41,957,306
Total expenses: $41,953,862
Contributions and grants received: $15,988,202
Grants paid: $974,648
Program services expenses (Part IX): $34,603,361
Management and general expenses: $2,883,458
Fundraising expenses: $4,467,043
Program service expenses (Part III): $34,603,361

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

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 KENT SCHAFFER

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

VICE PRESIDENT FINANCE

Total calculated

$0

Hours/week

1.5
MRS CABRINA OWSLEY

MEMBER-AT-LARGE

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 FT BARR

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS HALLIE VANDERHIDER

SECRETARY

Total calculated

$0

Hours/week

1.5
MRS JENNIFER LAPORTE

MEMBER-AT-LARGE

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

CHAIRMAN

Total calculated

$0

Hours/week

2.5 + 0.1 related
MRS MARGARET ALKEK WILLIAMS

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS MIGNON GILL

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MRS PHOEBE TUDOR

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MS LETICIA LOYA

MEMBER-AT-LARGE

Total calculated

$0

Hours/week

1.5
MS MICHELLE IVERSEN JEFFERY

GUILD PRESIDENT

Total calculated

$0

Hours/week

1.5 + 35 related
STEPHANIE TSURU

PRESIDENT

Total calculated

$0

Hours/week

4 + 0.1 related
BECCA CASON THRASH

TRUSTEE

Total calculated

$0

Hours/week

1.5
DANNIKA E SIMPSON

TRUSTEE

Total calculated

$0

Hours/week

1.5
DR AADITYA SATIJA

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 BILL BALDWIN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR CHAD LIBERTUS

TRUSTEE/ VP OF IDEA

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 W CROWNOVER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MARK LOVELAND

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MICHAEL BERTUCCIO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MICHAEL COLLINS

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR MIKE CHOU

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR NICHOLAS BARAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MR PATRICK BENGE

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 ANDREA MEDINA

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANN C BEAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANN GRAHAM

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANNE GRAUBART

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ANNE S CHAO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS CARTER DUGAN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS DAWN CAMPBELL

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS DIANE BAZELIDES

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 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 JAYNE S 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 JORDAN SEFF

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS KATE DEARING FOWLER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS KRIS MCGEE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LEIGH M SMITH

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.1 related
MRS LENNI BURKE

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS LESLIE BLANTON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LOUISA STUDE SAROFIM

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS LYNN WYATT

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MARGARET VAUGHAN COX

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS MARIANNE 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 MOLLY CROWNOVER

TRUSTEE

Total calculated

$0

Hours/week

1.5
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 PAULA WHITTEN-DOOLIN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS RINI ZIEGLER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS ROSANETTE S CULLEN

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS SUSAN BINNEY

TRUSTEE

Total calculated

$0

Hours/week

1.5 + 0.3 related
MRS TEAL TIGNER REAMER

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS TWANA GRIFFITH-FAYKUS

TRUSTEE

Total calculated

$0

Hours/week

1.5
MRS WINELL HERRON

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS AMY LEBLANC

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 DIPAOLO

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS JUDY LIU

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS KEIKO CHEVRAY

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS LESLIE ALSTON

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 HOLMAN JUNEAU

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS MELISSA REIHLE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS NANCY POWELL MOORE

TRUSTEE

Total calculated

$0

Hours/week

1.5
MS S SHAWN STEPHENS

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
JAMES NELSON

EXECUTIVE DIRECTOR

Total calculated

$601,928

From this org

$561,658

From related orgs

$0

Other

$40,270

Hours/week

40

Schedule J breakdown matched by us

Base

$538,658

Bonus

$0

Other

$23,000

Deferred

$24,117

Nontaxable benefits

$16,153

Filer's total

$601,928
JULIE-BARBEE KENT

ARTISTIC DIRECTOR

Total calculated

$432,515

From this org

$382,526

From related orgs

$0

Other

$49,989

Hours/week

40

Schedule J breakdown matched by us

Base

$382,526

Bonus

$0

Other

$0

Deferred

$16,885

Nontaxable benefits

$33,104

Filer's total

$432,515
KRISTI FELBER-ROBERTS

CHIEF FINANCIAL OFFICER

Total calculated

$271,831

From this org

$242,992

From related orgs

$0

Other

$28,839

Hours/week

40

Schedule J breakdown matched by us

Base

$242,992

Bonus

$0

Other

$0

Deferred

$12,200

Nontaxable benefits

$16,639

Filer's total

$271,831
STANTON D WELCH

ARTISTIC DIRECTOR

Total calculated

$650,352

From this org

$611,826

From related orgs

$0

Other

$38,526

Hours/week

40

Schedule J breakdown matched by us

Base

$586,873

Bonus

$0

Other

$24,953

Deferred

$22,373

Nontaxable benefits

$16,153

Filer's total

$650,352
ALEXANDRA YATES

SENIOR DIRECTOR SPECIAL EVENTS

Total calculated

$163,997

From this org

$140,779

From related orgs

$0

Other

$23,218

Hours/week

40

Schedule J breakdown matched by us

Base

$140,779

Bonus

$0

Other

$0

Deferred

$7,065

Nontaxable benefits

$16,153

Filer's total

$163,997
ANGELA LANE

CHIEF DEVELOPMENT OFFICER

Total calculated

$263,108

From this org

$232,120

From related orgs

$0

Other

$30,988

Hours/week

40

Schedule J breakdown matched by us

Base

$218,120

Bonus

$0

Other

$14,000

Deferred

$11,785

Nontaxable benefits

$19,203

Filer's total

$263,108
Connor L Walsh

Dancer - Principal

Total calculated

$160,392

From this org

$135,458

From related orgs

$0

Other

$24,934

Hours/week

40

Schedule J breakdown matched by us

Base

$135,458

Bonus

$0

Other

$0

Deferred

$9,461

Nontaxable benefits

$15,473

Filer's total

$160,392
JENNIFER SOMMERS

ACADEMY DIRECTOR

Total calculated

$170,821

From this org

$147,278

From related orgs

$0

Other

$23,543

Hours/week

40

Schedule J breakdown matched by us

Base

$147,278

Bonus

$0

Other

$0

Deferred

$7,390

Nontaxable benefits

$16,153

Filer's total

$170,821
Simon Thew

Music Director

Total calculated

$156,775

From this org

$133,901

From related orgs

$0

Other

$22,874

Hours/week

40

Schedule J breakdown matched by us

Base

$133,901

Bonus

$0

Other

$0

Deferred

$6,721

Nontaxable benefits

$16,153

Filer's total

$156,775

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 $17,123 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: 2024
Filed: 15 April 2026
IRS schema version: 2024v5.1
Source object: 202621059349301307

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

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