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Nonprofit · EIN 74-1394920

HOUSTON BALLET FOUNDATION

Tax-exempt · HOUSTON, TX 77002

Financials

$38.8M$38.7M2022$46.4M$39.7M2023$42M$42M2024
Revenue Expenses · by fiscal year end
Financials of HOUSTON BALLET FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$41,957,306$41,953,862$3,444$184,991,674$7,885,116$177,106,558
June 30, 2024990$46,357,760$39,735,867$6,621,893$181,517,628$8,417,817$173,099,811
June 30, 2023990$38,816,415$38,681,214$135,201$169,925,338$8,389,305$161,536,033
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$15,988,202
of which government grants
$1,110,703
Program service revenue
$17,923,644
Investment income
$8,433,913
Net gain from sales of assets
$4,851,779
Net income from fundraising events
-$388,453
Other revenue
-$388,453

Expenses

Grants and similar amounts paid
$974,648
Compensation of officers, directors and key employees
$2,367,213
Other salaries and wages
$16,137,251
Salaries, compensation and benefits (total)
$23,824,670
Professional fundraising fees
$0
Legal fees
$14,865
Accounting fees
$80,435
Occupancy
$1,822,722
Travel
$446,099
Depreciation
$2,219,995
Program services (functional)
$34,603,361
Management and general (functional)
$2,883,458
Fundraising (functional)
$4,467,043

Balance sheet and other

Total assets, start of year
$181,517,628
Total assets, end of year
$184,991,674
Total liabilities, end of year
$7,885,116
Net assets, end of year
$177,106,558
Land, buildings and equipment
$38,135,232
Publicly traded securities
$125,412,343
Net assets without donor restrictions
$124,872,689
Net assets with donor restrictions
$52,233,869
Gross receipts
$73,511,507
Employees
602
Volunteers
292
Year formed
1955
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
STANTON D WELCHARTISTIC DIRECTOR
Officer
40$611,826$38,526
JAMES NELSONEXECUTIVE DIRECTOR
Officer
40$561,658$40,270
JULIE-BARBEE KENTARTISTIC DIRECTOR
Officer
40$382,526$49,989
KRISTI FELBER-ROBERTSCHIEF FINANCIAL OFFICER
Officer
40$242,992$28,839
ANGELA LANECHIEF DEVELOPMENT OFFICER
Highest-paid employee
40$232,120$30,988
JENNIFER SOMMERSACADEMY DIRECTOR
Highest-paid employee
40$147,278$23,543
ALEXANDRA YATESSENIOR DIRECTOR SPECIAL EVENTS
Highest-paid employee
40$140,779$23,218
Connor L WalshDancer - Principal
Highest-paid employee
40$135,458$24,934
Simon ThewMusic Director
Highest-paid employee
40$133,901$22,874
MR DANIEL M MCCLUREVICE PRESIDENT INVESTMENT
Trustee or director, Officer
1.5$0$0
MR JAMES COWANMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR JESSE H JONES IIVICE PRESIDENT DEVELOPMENT
Trustee or director, Officer
1.5$0$0
MR KENT SCHAFFERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR SEAN BECKERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS ALLISON THACKERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
112 more people on this return
NameTitleHours / weekCompensation
MRS AMY PINCUVICE PRESIDENT FINANCE
Trustee or director, Officer
1.5$0
MRS CABRINA OWSLEYMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS CARROLL ROBERTSON RAYMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS CHRISTINE M UNDERWOODMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS ELIZABETH LEYKUMVP EDUCATION & COMMUNITY ENGAGEMENT
Trustee or director, Officer
1.5$0
MRS ELIZABETH R ZDEBLICKVICE PRESIDENT ACADEMY
Trustee or director, Officer
1.5$0
MRS FT BARRMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS HALLIE VANDERHIDERSECRETARY
Trustee or director, Officer
1.5$0
MRS JENNIFER LAPORTEMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS KELLEY S LUBANKOVICE PRESIDENT TRUSTEE DEVELOPMENT
Trustee or director, Officer
1.5$0
MRS KRISTY J BRADSHAWCHAIRMAN
Trustee or director, Officer
2.5$0
MRS MARGARET ALKEK WILLIAMSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS MIGNON GILLMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MRS PHOEBE TUDORMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MS LETICIA LOYAMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0
MS MICHELLE IVERSEN JEFFERYGUILD PRESIDENT
Trustee or director, Officer
1.5$0
STEPHANIE TSURUPRESIDENT
Trustee or director, Officer
4$0
BECCA CASON THRASHTRUSTEE
Trustee or director
1.5$0
DANNIKA E SIMPSONTRUSTEE
Trustee or director
1.5$0
DR AADITYA SATIJATRUSTEE
Trustee or director
1.5$0
DR BRIDGITTE SHEN LEETRUSTEE
Trustee or director
1.5$0
DR DUYEN HUYNH NGUYENTRUSTEE
Trustee or director
1.5$0
DR JOSHUA D HARRISTRUSTEE
Trustee or director
1.5$0
DR JULIA D ANDRIENITRUSTEE
Trustee or director
1.5$0
DR LILIANA SOLTEROTRUSTEE
Trustee or director
1.5$0
HON CHARLES C FOSTERTRUSTEE
Trustee or director
1.5$0
LAURA M ROBERTSONTRUSTEE
Trustee or director
1.5$0
MACEY REASONERTRUSTEE
Trustee or director
1.5$0
MARSHA L MONTEMAYORTRUSTEE
Trustee or director
1.5$0
MONICA RADOFFTRUSTEE
Trustee or director
1.5$0
MR BILL BALDWINTRUSTEE
Trustee or director
1.5$0
MR BILL BALDWINTRUSTEE
Trustee or director
1.5$0
MR CHAD LIBERTUSTRUSTEE/ VP OF IDEA
Trustee or director
1.5$0
MR ED KOEHLERTRUSTEE
Trustee or director
1.5$0
MR ERICH CANSECOTRUSTEE
Trustee or director
1.5$0
MR GARY V BEAUCHAMPTRUSTEE
Trustee or director
1.5$0
MR HERSCHEL HAMNERTRUSTEE
Trustee or director
1.5$0
MR JAMES M JORDANTRUSTEE
Trustee or director
1.5$0
MR JAMES W CROWNOVERTRUSTEE
Trustee or director
1.5$0
MR MARK LOVELANDTRUSTEE
Trustee or director
1.5$0
MR MICHAEL BERTUCCIOTRUSTEE
Trustee or director
1.5$0
MR MICHAEL COLLINSTRUSTEE
Trustee or director
1.5$0
MR MIKE CHOUTRUSTEE
Trustee or director
1.5$0
MR NICHOLAS BARANTRUSTEE
Trustee or director
1.5$0
MR PATRICK BENGETRUSTEE
Trustee or director
1.5$0
MR W CAMERON ALGUIRETRUSTEE
Trustee or director
1.5$0
MRS AKEMI SAITOHTRUSTEE
Trustee or director
1.5$0
MRS ALICIA SMITHTRUSTEE
Trustee or director
1.5$0
MRS ANDREA MEDINATRUSTEE
Trustee or director
1.5$0
MRS ANN C BEANTRUSTEE
Trustee or director
1.5$0
MRS ANN GRAHAMTRUSTEE
Trustee or director
1.5$0
MRS ANNE GRAUBARTTRUSTEE
Trustee or director
1.5$0
MRS ANNE S CHAOTRUSTEE
Trustee or director
1.5$0
MRS CARTER DUGANTRUSTEE
Trustee or director
1.5$0
MRS DAWN CAMPBELLTRUSTEE
Trustee or director
1.5$0
MRS DIANE BAZELIDESTRUSTEE
Trustee or director
1.5$0
MRS ELISA S PYETRUSTEE
Trustee or director
1.5$0
MRS ERIKA TOUSSAINTTRUSTEE
Trustee or director
1.5$0
MRS GINA BHATIATRUSTEE
Trustee or director
1.5$0
MRS ILEANA TREVINOTRUSTEE
Trustee or director
1.5$0
MRS J LUKE MCCONN IIITRUSTEE
Trustee or director
1.5$0
MRS JAMES SHAFFERTRUSTEE
Trustee or director
1.5$0
MRS JAYNE S JOHNSTONTRUSTEE
Trustee or director
1.5$0
MRS JEAN E MAYTRUSTEE
Trustee or director
1.5$0
MRS JO FURRTRUSTEE
Trustee or director
1.5$0
MRS JORDAN SEFFTRUSTEE
Trustee or director
1.5$0
MRS KATE DEARING FOWLERTRUSTEE
Trustee or director
1.5$0
MRS KRIS MCGEETRUSTEE
Trustee or director
1.5$0
MRS LEIGH M SMITHTRUSTEE
Trustee or director
1.5$0
MRS LENNI BURKETRUSTEE
Trustee or director
1.5$0
MRS LESLIE BLANTONTRUSTEE
Trustee or director
1.5$0
MRS LOUISA STUDE SAROFIMTRUSTEE
Trustee or director
1.5$0
MRS LYNN WYATTTRUSTEE
Trustee or director
1.5$0
MRS MARGARET VAUGHAN COXTRUSTEE
Trustee or director
1.5$0
MRS MARIANNE GEAGEATRUSTEE
Trustee or director
1.5$0
MRS MARTHA FINGERTRUSTEE
Trustee or director
1.5$0
MRS MARTHA ROCKS MCMURREYTRUSTEE
Trustee or director
1.5$0
MRS MICHAEL MITHOFFTRUSTEE
Trustee or director
1.5$0
MRS MOLLY CROWNOVERTRUSTEE
Trustee or director
1.5$0
MRS NANCY FERGUSON HAYWOODTRUSTEE
Trustee or director
1.5$0
MRS PAMELA D EARTHMANTRUSTEE
Trustee or director
1.5$0
MRS PATTI MURPHYTRUSTEE
Trustee or director
1.5$0
MRS PAULA WHITTEN-DOOLINTRUSTEE
Trustee or director
1.5$0
MRS RINI ZIEGLERTRUSTEE
Trustee or director
1.5$0
MRS ROSANETTE S CULLENTRUSTEE
Trustee or director
1.5$0
MRS SUSAN BINNEYTRUSTEE
Trustee or director
1.5$0
MRS TEAL TIGNER REAMERTRUSTEE
Trustee or director
1.5$0
MRS TWANA GRIFFITH-FAYKUSTRUSTEE
Trustee or director
1.5$0
MRS WINELL HERRONTRUSTEE
Trustee or director
1.5$0
MS AMY LEBLANCTRUSTEE
Trustee or director
1.5$0
MS BETH MUECKETRUSTEE
Trustee or director
1.5$0
MS DESRYE MORGANTRUSTEE
Trustee or director
1.5$0
MS JANE DIPAOLOTRUSTEE
Trustee or director
1.5$0
MS JUDY LIUTRUSTEE
Trustee or director
1.5$0
MS KEIKO CHEVRAYTRUSTEE
Trustee or director
1.5$0
MS LESLIE ALSTONTRUSTEE
Trustee or director
1.5$0
MS LINDSEY BROWNTRUSTEE
Trustee or director
1.5$0
MS MELANIE LAWSONTRUSTEE
Trustee or director
1.5$0
MS MELISSA HOLMAN JUNEAUTRUSTEE
Trustee or director
1.5$0
MS MELISSA REIHLETRUSTEE
Trustee or director
1.5$0
MS NANCY POWELL MOORETRUSTEE
Trustee or director
1.5$0
MS S SHAWN STEPHENSTRUSTEE
Trustee or director
1.5$0
MS SAMIRA A SALMANTRUSTEE
Trustee or director
1.5$0
MS SASHA DAVISTRUSTEE
Trustee or director
1.5$0
MS SUNDAY SHEPHERDTRUSTEE
Trustee or director
1.5$0
MS VICTORIA GUTIERREZTRUSTEE
Trustee or director
1.5$0
MS ZOE CADORETRUSTEE
Trustee or director
1.5$0
NATASHA KHANTRUSTEE
Trustee or director
1.5$0
RICHARD K MCGEETRUSTEE
Trustee or director
1.5$0
RICHARD W FLOWERSTRUSTEE
Trustee or director
1.5$0
SANDRA S GODFREYTRUSTEE
Trustee or director
1.5$0
SHARON F ERSKINETRUSTEE
Trustee or director
1.5$0
990 for the year ended June 30, 2024: 124 people
NameTitleHours / weekCompensationOther / benefits
STANTON D WELCHARTISTIC DIRECTOR
Officer
40$470,714$51,159
JAMES NELSONEXECUTIVE DIRECTOR
Officer
40$353,891$78,184
JULIE-BARBEE KENTARTISTIC DIRECTOR
Officer
40$209,234$33,773
ANGELA LANECHIEF DEVELOPMENT OFFICER
Highest-paid employee
40$212,813$29,782
KRISTI FELBER-ROBERTSCHIEF FINANCIAL OFFICER
Officer
40$209,376$26,918
ERMANNO FLORIOMUSIC DIRECTOR
Highest-paid employee
40$173,871$51,317
Patsy ChapmanCEO of Nutcracker Market
Former
0$164,835$21,372
MARYJANE C BAVARETIT DIRECTOR
Highest-paid employee
40$144,100$23,144
JENNIFER SOMMERSACADEMY DIRECTOR
Highest-paid employee
40$129,860$22,432
Connor L WalshDancer - Principal
Highest-paid employee
40$128,034$24,181
Mr CHAD LIBERTUSVP - IDEA
Trustee or director, Officer
1.5$0$0
MR DANIEL M MCCLUREVICE PRESIDENT INVESTMENT
Trustee or director, Officer
1.5$0$0
MR JAMES COWANMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR JESSE H JONES IIVICE PRESIDENT DEVELOPMENT
Trustee or director, Officer
1.5$0$0
MR MARCUS A WATTSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR SEAN BECKERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS ALLISON THACKERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS AMY PINCUTREASURER, VICE PRESIDENT FINANCE
Trustee or director, Officer
1.5$0$0
MRS CARROLL ROBERTSON RAYMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS CHRISTINE M UNDERWOODMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS ELIZABETH LEYKUMVP EDUCATION & COMMUNITY ENGAGEMENT
Trustee or director, Officer
1.5$0$0
MRS ELIZABETH R ZDEBLICKVICE PRESIDENT ACADEMY
Trustee or director, Officer
1.5$0$0
MRS KELLEY S LUBANKOVICE PRESIDENT TRUSTEE DEVELOPMENT
Trustee or director, Officer
1.5$0$0
MRS KRISTY J BRADSHAWPRESIDENT
Trustee or director, Officer
4$0$0
MRS LEIGH M SMITHCHAIRMAN
Trustee or director, Officer
2.5$0$0
MRS LYNN WYATTMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS MARGARET ALKEK WILLIAMSMEMBER-AT-LARGE, LIFE TRUSTEE
Trustee or director, Officer
1.5$0$0
MRS Melza BARRMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS PHOEBE TUDORMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS HALLIE VANDERHIDERSECRETARY
Trustee or director, Officer
1.5$0$0
MS LETICIA LOYAMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS S SHAWN STEPHENSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
STEPHANIE TSURUMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
BECCA CASON THRASHTRUSTEE
Trustee or director
1.5$0$0
DANNIKA E SIMPSONTRUSTEE
Trustee or director
1.5$0$0
DR BRIDGITTE SHEN LEETRUSTEE
Trustee or director
1.5$0$0
DR DUYEN HUYNH NGUYENTRUSTEE
Trustee or director
1.5$0$0
DR JOSHUA D HARRISTRUSTEE
Trustee or director
1.5$0$0
DR JULIA D ANDRIENITRUSTEE
Trustee or director
1.5$0$0
DR LILIANA SOLTEROTRUSTEE
Trustee or director
1.5$0$0
HON CHARLES C FOSTERTRUSTEE
Trustee or director
1.5$0$0
LAURA M ROBERTSONTRUSTEE
Trustee or director
1.5$0$0
MACEY REASONERTRUSTEE
Trustee or director
1.5$0$0
MARSHA L MONTEMAYORTRUSTEE
Trustee or director
1.5$0$0
MONICA RADOFFTRUSTEE
Trustee or director
1.5$0$0
MR BILL BALDWINTRUSTEE
Trustee or director
1.5$0$0
MR ED KOEHLERTRUSTEE
Trustee or director
1.5$0$0
MR ERICH CANSECOTRUSTEE
Trustee or director
1.5$0$0
MR GARY V BEAUCHAMPTRUSTEE
Trustee or director
1.5$0$0
MR HERSCHEL HAMNERTRUSTEE
Trustee or director
1.5$0$0
MR JAMES M JORDANTRUSTEE
Trustee or director
1.5$0$0
MR JAMES PARRTRUSTEE
Trustee or director
1.5$0$0
MR JAMES W CROWNOVERTRUSTEE
Trustee or director
1.5$0$0
MR JOSEPH A HAFNER JRTRUSTEE
Trustee or director
1.5$0$0
MR JOSEPH A MATULATRUSTEE
Trustee or director
1.5$0$0
MR KENT SCHAFFERTRUSTEE
Trustee or director
1.5$0$0
MR MARK LOVELANDTRUSTEE
Trustee or director
1.5$0$0
MR MICHAEL HECKMANTRUSTEE
Trustee or director
1.5$0$0
MR MIKE CHOUTRUSTEE
Trustee or director
1.5$0$0
MR PHIL LANETRUSTEE
Trustee or director
1.5$0$0
MR RON RANDTRUSTEE
Trustee or director
1.5$0$0
MR W CAMERON ALGUIRETRUSTEE
Trustee or director
1.5$0$0
MRS AKEMI SAITOHTRUSTEE
Trustee or director
1.5$0$0
MRS ALICIA SMITHTRUSTEE
Trustee or director
1.5$0$0
MRS ANN GRAHAMTRUSTEE
Trustee or director
1.5$0$0
MRS ANNE S CHAOTRUSTEE
Trustee or director
1.5$0$0
MRS CABRINA OWSLEYTRUSTEE
Trustee or director
1.5$0$0
MRS CARTER DUGANTRUSTEE
Trustee or director
1.5$0$0
MRS DIANE BAZELIDESTRUSTEE
Trustee or director
1.5$0$0
MRS DONALD M GRAUBARTTRUSTEE
Trustee or director
1.5$0$0
MRS ELISA S PYETRUSTEE
Trustee or director
1.5$0$0
MRS ERIKA TOUSSAINTTRUSTEE
Trustee or director
1.5$0$0
MRS GINA BHATIATRUSTEE
Trustee or director
1.5$0$0
MRS HEIDI SMITHTRUSTEE
Trustee or director
1.5$0$0
Mrs ILEANA TREVINOTRUSTEE
Trustee or director
1.5$0$0
MRS J LUKE MCCONN IIITRUSTEE
Trustee or director
1.5$0$0
MRS JAMES SHAFFERTRUSTEE
Trustee or director
1.5$0$0
MRS JAMES W CROWNOVERTRUSTEE
Trustee or director
1.5$0$0
MRS JAYNE JOHNSTONTRUSTEE
Trustee or director
1.5$0$0
MRS JEAN E MAYTRUSTEE
Trustee or director
1.5$0$0
MRS JO FURRTRUSTEE
Trustee or director
1.5$0$0
MRS KATE FOWLERTRUSTEE
Trustee or director
1.5$0$0
MRS KRIS MCGEETRUSTEE
Trustee or director
1.5$0$0
MRS LENNI BURKETRUSTEE
Trustee or director
1.5$0$0
MRS LESLIE ALSTONTRUSTEE
Trustee or director
1.5$0$0
MRS LESLIE BLANTONTRUSTEE
Trustee or director
1.5$0$0
MRS LOUISA STUDE SAROFIMTRUSTEE
Trustee or director
1.5$0$0
MRS MARIANNA GEAGEATRUSTEE
Trustee or director
1.5$0$0
MRS MARTHA FINGERTRUSTEE
Trustee or director
1.5$0$0
MRS MARTHA ROCKS MCMURREYTRUSTEE
Trustee or director
1.5$0$0
MRS MICHAEL MITHOFFTRUSTEE
Trustee or director
1.5$0$0
MRS MIGNON GILLTRUSTEE
Trustee or director
1.5$0$0
MRS NANCY FERGUSON HAYWOODTRUSTEE
Trustee or director
1.5$0$0
MRS PAMELA D EARTHMANTRUSTEE
Trustee or director
1.5$0$0
MRS PATTI MURPHYTRUSTEE
Trustee or director
1.5$0$0
MRS REE HUMPHREYGUILD PRESIDENT
Trustee or director
1.5$0$0
MRS RINI ZIEGLERTRUSTEE
Trustee or director
1.5$0$0
MRS ROSANETTE S CULLENTRUSTEE
Trustee or director
1.5$0$0
MRS RUSSELL C JOSEPHTRUSTEE
Trustee or director
1.5$0$0
MRS SUSAN BINNEYTRUSTEE
Trustee or director
1.5$0$0
MRS WINELL HERRONTRUSTEE
Trustee or director
1.5$0$0
Ms AMY LEBLANCTRUSTEE
Trustee or director
1.5$0$0
MS ANN C BEANTRUSTEE
Trustee or director
1.5$0$0
MS BETH MUECKETRUSTEE
Trustee or director
1.5$0$0
MS DESRYE MORGANTRUSTEE
Trustee or director
1.5$0$0
MS JANE DIPAOLATRUSTEE
Trustee or director
1.5$0$0
MS JORDAN SEFFTRUSTEE
Trustee or director
1.5$0$0
MS KAY CHEVRAYTRUSTEE
Trustee or director
1.5$0$0
MS KIM CAGLETRUSTEE
Trustee or director
1.5$0$0
MS LINDSEY BROWNTRUSTEE
Trustee or director
1.5$0$0
MS MELANIE LAWSONTRUSTEE
Trustee or director
1.5$0$0
MS MELISSA JUNEAUTRUSTEE
Trustee or director
1.5$0$0
MS NANCY POWELL MOORETRUSTEE
Trustee or director
1.5$0$0
MS SAMIRA A SALMANTRUSTEE
Trustee or director
1.5$0$0
MS SASHA DAVISTRUSTEE
Trustee or director
1.5$0$0
MS SUNDAY SHEPHERDTRUSTEE
Trustee or director
1.5$0$0
MS VICTORIA GUTIERREZTRUSTEE
Trustee or director
1.5$0$0
MS ZOE CADORETRUSTEE
Trustee or director
1.5$0$0
NATASHA KHANTRUSTEE
Trustee or director
1.5$0$0
RICHARD K MCGEETRUSTEE
Trustee or director
1.5$0$0
RICHARD W FLOWERSTRUSTEE
Trustee or director
1.5$0$0
SANDRA S GODFREYTRUSTEE
Trustee or director
1.5$0$0
SHARON F ERSKINETRUSTEE
Trustee or director
1.5$0$0
TAMMY TRAN NGUYENTRUSTEE
Trustee or director
1.5$0$0
990 for the year ended June 30, 2023: 117 people
NameTitleHours / weekCompensationOther / benefits
WELCH STANTON DARTISTIC DIRECTOR
Officer
35$459,805$55,510
NELSON JAMESEXECUTIVE DIRECTOR
Officer
35$343,041$77,932
CHAPMAN PATSYCEO OF THE NUTCRACKER MARKET
Highest-paid employee
35$212,380$25,027
LANE ANGELACHIEF DEVELOPMENT OFFICER
Highest-paid employee
35$196,506$27,152
FELBER-ROBERTS KRISTICHIEF FINANCIAL OFFICER
Officer
35$197,893$24,839
FLORIO ERMANNOMUSIC DIRECTOR
Highest-paid employee
35$162,613$46,582
WALSH CONNOR LDANCER - PRINCIPAL
Highest-paid employee
35$132,126$22,922
BAVARET MARYJANE CIT DIRECTOR
Highest-paid employee
35$121,041$20,491
MRS LEIGH M SMITHCHAIRMAN
Trustee or director, Officer
2.5$0$0
MRS KRISTY J BRADSHAWPRESIDENT
Trustee or director, Officer
4$0$0
MR JESSE H JONES IIVICE PRESIDENT DEVELOPMENT
Trustee or director, Officer
1.5$0$0
MRS RUSSELL C JOSEPHSECRETARY
Trustee or director, Officer
1.5$0$0
MRS ELIZABETH LEYKUMVP EDUCATION & COMMUNITY ENGAGEMENT
Trustee or director, Officer
1.5$0$0
MRS KELLEY S LUBANKOVICE PRESIDENT TRUSTEE DEVELOPMENT
Trustee or director, Officer
1.5$0$0
MR DANIEL M MCCLUREVICE PRESIDENT INVESTMENT
Trustee or director, Officer
1.5$0$0
MRS AMY PINCUTREASURER, VICE PRESIDENT FINANCE
Trustee or director, Officer
1.5$0$0
MRS ELIZABETH R ZDEBLICKVICE PRESIDENT ACADEMY
Trustee or director, Officer
1.5$0$0
MR JERRY MARTIN THRU 082022VICE PRESIDENT - MARKETING
Trustee or director, Officer
1.5$0$0
MR JAMES PARRVP - INSTITUTIONAL GIVING
Trustee or director, Officer
1.5$0$0
MRS F T BARRMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS ANN C BEANMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS GILLIAN HOBSON THRU 012023MEMBER-AT-LARGE
Trustee or director, Officer
2.5$0$0
MR SEAN BECKERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR JAMES COWANMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
CHAD LIBERTUSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS LETICIA LOYAMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR JAMES J PARRMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS CARROLL ROBERTSON RAYMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS S SHAWN STEPHENSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
STEPHANIE TSURUMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS PHOEBE TUDORMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS CHRISTINE M UNDERWOODMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MS HALLIE VANDERHIDERMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR MARCUS A WATTSMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MRS LYNN WYATTMEMBER-AT-LARGE
Trustee or director, Officer
1.5$0$0
MR W CAMERON ALGUIRETRUSTEE
Trustee or director
1.5$0$0
DR JULIA D ANDRIENITRUSTEE
Trustee or director
1.5$0$0
MRS DIANE BAZELIDESTRUSTEE
Trustee or director
1.5$0$0
MR GARY V BEAUCHAMPTRUSTEE
Trustee or director
1.5$0$0
MRS GINA BHATIATRUSTEE
Trustee or director
1.5$0$0
MRS SUSAN BINNEYTRUSTEE
Trustee or director
1.5$0$0
MRS LESLIE BLANTONTRUSTEE
Trustee or director
1.5$0$0
MS LINDSEY BROWNTRUSTEE
Trustee or director
1.5$0$0
MRS LENNI BURKETRUSTEE
Trustee or director
1.5$0$0
MS KIM CAGLETRUSTEE
Trustee or director
1.5$0$0
MR ERICH CANSECOTRUSTEE
Trustee or director
1.5$0$0
MRS ANNE S CHAOTRUSTEE
Trustee or director
1.5$0$0
MR MIKE CHOUTRUSTEE
Trustee or director
1.5$0$0
MR AND MRS JAMES W CROWNOVERTRUSTEE
Trustee or director
1.5$0$0
MRS ROSANETTE S CULLENTRUSTEE
Trustee or director
1.5$0$0
MS SASHA DAVISTRUSTEE
Trustee or director
1.5$0$0
MR BASTIAAN DE ZEEUWTRUSTEE
Trustee or director
1.5$0$0
MRS PAMELA D EARTHMANTRUSTEE
Trustee or director
1.5$0$0
SHARON F ERSKINETRUSTEE
Trustee or director
1.5$0$0
MRS MARTHA FINGERTRUSTEE
Trustee or director
1.5$0$0
MRS ALLISON L FLIKERSKITRUSTEE
Trustee or director
1.5$0$0
RICHARD W FLOWERSTRUSTEE
Trustee or director
1.5$0$0
HON CHARLES C FOSTERTRUSTEE
Trustee or director
1.5$0$0
MRS KATE FOWLERTRUSTEE
Trustee or director
1.5$0$0
MRS JO FURRTRUSTEE
Trustee or director
1.5$0$0
MR MITCHELL GEORGETRUSTEE
Trustee or director
1.5$0$0
MRS MIGNON GILLTRUSTEE
Trustee or director
1.5$0$0
SANDRA S GODFREYTRUSTEE
Trustee or director
1.5$0$0
MRS ANN GRAHAMTRUSTEE
Trustee or director
1.5$0$0
MRS DONALD M GRAUBARTTRUSTEE
Trustee or director
1.5$0$0
MR JEREMY GRIGGSTRUSTEE
Trustee or director
1.5$0$0
MR JOSEPH A HAFNER JRTRUSTEE
Trustee or director
1.5$0$0
MR HERSCHEL HAMNERTRUSTEE
Trustee or director
1.5$0$0
DR JOSHUA D HARRISTRUSTEE
Trustee or director
1.5$0$0
MRS NANCY FERGUSON HAYWOODTRUSTEE
Trustee or director
1.5$0$0
MR MICHAEL HECKMANTRUSTEE
Trustee or director
1.5$0$0
MRS WINELL HERRONTRUSTEE
Trustee or director
1.5$0$0
MR JAMES M JORDANTRUSTEE
Trustee or director
1.5$0$0
MS MELISSA JUNEAUTRUSTEE
Trustee or director
1.5$0$0
NATASHA KHANTRUSTEE
Trustee or director
1.5$0$0
ELIZABETH MATA KROGERTRUSTEE
Trustee or director
1.5$0$0
MS MELANIE LAWSONTRUSTEE
Trustee or director
1.5$0$0
DR BRIDGITTE SHEN LEETRUSTEE
Trustee or director
1.5$0$0
MR MARK LOVELANDTRUSTEE
Trustee or director
1.5$0$0
MR JOSEPH A MATULATRUSTEE
Trustee or director
1.5$0$0
MRS JEAN E MAYTRUSTEE
Trustee or director
1.5$0$0
MRS J LUKE MCCONN IIITRUSTEE
Trustee or director
1.5$0$0
MRS KRIS MCGEETRUSTEE
Trustee or director
1.5$0$0
RICHARD K MCGEETRUSTEE
Trustee or director
1.5$0$0
MRS MARTHA ROCKS MCMURREYTRUSTEE
Trustee or director
1.5$0$0
MR SHANE A MILLERTRUSTEE
Trustee or director
1.5$0$0
MRS MICHAEL MITHOFFTRUSTEE
Trustee or director
1.5$0$0
MARSHA L MONTEMAYORTRUSTEE
Trustee or director
1.5$0$0
MS NANCY POWELL MOORETRUSTEE
Trustee or director
1.5$0$0
MS DESRYE MORGANTRUSTEE
Trustee or director
1.5$0$0
MS BETH MUECKETRUSTEE
Trustee or director
1.5$0$0
MRS PATTI MURPHYTRUSTEE
Trustee or director
1.5$0$0
DR DUYEN HUYNH NGUYENTRUSTEE
Trustee or director
1.5$0$0
TAMMY TRAN NGUYENTRUSTEE
Trustee or director
1.5$0$0
MRS CABRINA OWSLEYTRUSTEE
Trustee or director
1.5$0$0
MR ROBERT F PARKERTRUSTEE
Trustee or director
1.5$0$0
MRS ELISA S PYETRUSTEE
Trustee or director
1.5$0$0
MR RON RANDTRUSTEE
Trustee or director
1.5$0$0
MACEY REASONERTRUSTEE
Trustee or director
1.5$0$0
LAURA M ROBERTSONTRUSTEE
Trustee or director
1.5$0$0
MRS AKEMI SAITOHTRUSTEE
Trustee or director
1.5$0$0
MS SAMIRA A SALMANTRUSTEE
Trustee or director
1.5$0$0
MRS LOUISA STUDE SAROFIMLIFE TRUSTEE
Trustee or director
1.5$0$0
MRS JAMES SHAFFERTRUSTEE
Trustee or director
1.5$0$0
MS SUNDAY SHEPHERDTRUSTEE
Trustee or director
1.5$0$0
DANNIKA E SIMPSONTRUSTEE
Trustee or director
1.5$0$0
MRS ALICIA SMITHTRUSTEE
Trustee or director
1.5$0$0
MRS HEIDI SMITHTRUSTEE
Trustee or director
1.5$0$0
DR LILIANA SOLTEROTRUSTEE
Trustee or director
1.5$0$0
MR NICHOLAS L SWYKATRUSTEE
Trustee or director
1.5$0$0
MRS ALLISON THACKERTRUSTEE
Trustee or director
1.5$0$0
BECCA CASON THRASHTRUSTEE
Trustee or director
1.5$0$0
MRS ERIKA TOUSSAINTTRUSTEE
Trustee or director
1.5$0$0
MRS ILEANA TREVIOTRUSTEE
Trustee or director
1.5$0$0
MRS AMBER WESTMANTRUSTEE
Trustee or director
1.5$0$0
MRS MARGARET ALKEK WILLIAMSLIFE TRUSTEE
Trustee or director
1.5$0$0
MRS RINI ZIEGLERTRUSTEE
Trustee or director
1.5$0$0

Address and contacts

Address (IRS master file)
601 PRESTON ST, HOUSTON, TX 77002-1605
In care of
% KRISTI ROBERTS
Principal officer (990 for 2024)
Kristy Bradshaw, 601 Preston St, Houston, TX 77002
Signed the 990
Jim Nelson, Executive Director
Phone
(713) 523-6300
Return prepared by
KPMG LLP

Mission

TO INSPIRE A LASTING LOVE AND APPRECIATION FOR DANCE THROUGH ARTISTIC EXCELLENCE, EXHILARATING PERFORMANCES, INNOVATIVE CHOREOGRAPHY AND SUPERB EDUCATIONAL PROGRAMS. THE ORGANIZATION MAINTAINS A COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA THAT GIVE PERFORMANCES IN HOUSTON, TX ON TOUR NATIONALLY AND INTERNATIONALLY THROUGHOUT THE YEAR AND MAINTAINS AN ACADEMY THAT PROVIDES DANCE EDUCATION.

990 for the year ended June 30, 2025

Program accomplishments

  • DANCE PERFORMANCES BY THE COMPANY OF PROFESSIONAL DANCERS AND ORCHESTRA IN HOUSTON, TX, ON TOUR NATIONALLY AND INTERNATIONALLY INCLUDE PRODUCTION EXPENSES SUCH AS SALARY OF PERFORMERS, COST OF COSTUMES, STAGE SETS, THEATER RENTAL, ORCHESTRA AND OTHER RELATED EXPENSES.
    Expenses $26,480,107 · revenue $13,974,059
  • ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATING TO THE OPERATION OF THE BALLET ACADEMY, SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS.
    Expenses $8,123,254 · grants $974,648 · revenue $3,949,585

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
74-1394920
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1957
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$184,991,674
Income (IRS master file)
$73,511,507

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$41,957,306$41,953,862$184,991,674XML
990-TJune 2025–––IRS
990June 2024$46,357,760$39,735,867$181,517,628IRS
990June 2023$38,816,415$38,681,214$169,925,338XML
990June 2022$49,258,253$32,770,439$166,414,247IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1394920).

Questions about HOUSTON BALLET FOUNDATION

What is the EIN of HOUSTON BALLET FOUNDATION?
The employer identification number (EIN) of HOUSTON BALLET FOUNDATION is 74-1394920.
Is HOUSTON BALLET FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to HOUSTON BALLET FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOUSTON BALLET FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HOUSTON BALLET FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOUSTON BALLET FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HOUSTON BALLET FOUNDATION?
The 990 for the year ended June 30, 2025 names Kristy Bradshaw.
Who are the officers and directors of HOUSTON BALLET FOUNDATION?
The 990 for the year ended June 30, 2025 lists 127 people; 9 received compensation from the organization, the highest $611,826 (STANTON D WELCH, ARTISTIC DIRECTOR).
How much revenue does HOUSTON BALLET FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $41,957,306, expenses of $41,953,862 and total assets of $184,991,674 at year end.

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