Houston Ballet Foundation

EIN: 741394920 501(c)(3) Arts, Culture & Humanities

Houston, TX

Total Revenue
$41,957,306
Total Expenses
$41,953,862
Total Assets
$184,991,674
Net Assets
$177,106,558
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
TX
Phone
7135236300
Tax Period
2024-07-01 to 2025-06-30

Houston Ballet Foundation, founded in 1955, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $42.0M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Net assets of $177.1M represent 51 months of operating reserves.

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.

Program Service Accomplishments

Program 1
Expenses: $26,480,107 Revenue: $13,974,059

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...

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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.

Program 2
Expenses: $8,123,254 Revenue: $3,949,585

ACADEMY DANCE EDUCATION INCLUDES EXPENSES RELATING TO THE OPERATION OF THE BALLET ACADEMY, SCHOLARSHIPS AND TUITION FOR ACADEMY STUDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,988,202
Program Service Revenue $17,923,644
Investment Income $8,433,913
Other Revenue $-388,453
TOTAL REVENUE $41,957,306

Expense Breakdown

Grants Paid $974,648
Salaries & Benefits $23,824,670
Fundraising Expenses $4,467,043
Program Expenses $34,603,361
Other Expenses $17,154,544
TOTAL EXPENSES $41,953,862

Year-over-Year Comparison

2024 2023 Change
Revenue $41,957,306 $46,357,760 -0.1%
Expenses $41,953,862 $39,735,867 +0.1%
Net Income $3,444 $6,621,893 -1.0%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
115
Independent Members
115
Employees
602
Volunteers
292

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
27
$1,956,626
Total Directors
118
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MR DANIEL M MCCLURE VICE PRESIDENT INVESTMENT 1.5
Officer Director
$0 $0 $0
MR JAMES COWAN MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MR JESSE H JONES II VICE PRESIDENT DEVELOPMENT 1.5
Officer Director
$0 $0 $0
MR KENT SCHAFFER MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MR SEAN BECKER MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS ALLISON THACKER MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS AMY PINCU VICE PRESIDENT FINANCE 1.5
Officer Director
$0 $0 $0
MRS CABRINA OWSLEY MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS CARROLL ROBERTSON RAY MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS CHRISTINE M UNDERWOOD MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS ELIZABETH LEYKUM VP EDUCATION & COMMUNITY ENGAGEMENT 1.5
Officer Director
$0 $0 $0
MRS ELIZABETH R ZDEBLICK VICE PRESIDENT ACADEMY 1.5
Officer Director
$0 $0 $0
MRS FT BARR MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS HALLIE VANDERHIDER SECRETARY 1.5
Officer Director
$0 $0 $0
MRS JENNIFER LAPORTE MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS KELLEY S LUBANKO VICE PRESIDENT TRUSTEE DEVELOPMENT 1.5
Officer Director
$0 $0 $0
MRS KRISTY J BRADSHAW CHAIRMAN 2.5
Officer Director
$0 $0 $0
MRS MARGARET ALKEK WILLIAMS MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS MIGNON GILL MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MRS PHOEBE TUDOR MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MS LETICIA LOYA MEMBER-AT-LARGE 1.5
Officer Director
$0 $0 $0
MS MICHELLE IVERSEN JEFFERY GUILD PRESIDENT 1.5
Officer Director
$0 $0 $0
STEPHANIE TSURU PRESIDENT 4.0
Officer Director
$0 $0 $0
BECCA CASON THRASH TRUSTEE 1.5
Director
$0 $0 $0
DANNIKA E SIMPSON TRUSTEE 1.5
Director
$0 $0 $0
DR AADITYA SATIJA TRUSTEE 1.5
Director
$0 $0 $0
DR BRIDGITTE SHEN LEE TRUSTEE 1.5
Director
$0 $0 $0
DR DUYEN HUYNH NGUYEN TRUSTEE 1.5
Director
$0 $0 $0
DR JOSHUA D HARRIS TRUSTEE 1.5
Director
$0 $0 $0
DR JULIA D ANDRIENI TRUSTEE 1.5
Director
$0 $0 $0
DR LILIANA SOLTERO TRUSTEE 1.5
Director
$0 $0 $0
HON CHARLES C FOSTER TRUSTEE 1.5
Director
$0 $0 $0
LAURA M ROBERTSON TRUSTEE 1.5
Director
$0 $0 $0
MACEY REASONER TRUSTEE 1.5
Director
$0 $0 $0
MARSHA L MONTEMAYOR TRUSTEE 1.5
Director
$0 $0 $0
MONICA RADOFF TRUSTEE 1.5
Director
$0 $0 $0
MR BILL BALDWIN TRUSTEE 1.5
Director
$0 $0 $0
MR BILL BALDWIN TRUSTEE 1.5
Director
$0 $0 $0
MR CHAD LIBERTUS TRUSTEE/ VP OF IDEA 1.5
Director
$0 $0 $0
MR ED KOEHLER TRUSTEE 1.5
Director
$0 $0 $0
MR ERICH CANSECO TRUSTEE 1.5
Director
$0 $0 $0
MR GARY V BEAUCHAMP TRUSTEE 1.5
Director
$0 $0 $0
MR HERSCHEL HAMNER TRUSTEE 1.5
Director
$0 $0 $0
MR JAMES M JORDAN TRUSTEE 1.5
Director
$0 $0 $0
MR JAMES W CROWNOVER TRUSTEE 1.5
Director
$0 $0 $0
MR MARK LOVELAND TRUSTEE 1.5
Director
$0 $0 $0
MR MICHAEL BERTUCCIO TRUSTEE 1.5
Director
$0 $0 $0
MR MICHAEL COLLINS TRUSTEE 1.5
Director
$0 $0 $0
MR MIKE CHOU TRUSTEE 1.5
Director
$0 $0 $0
MR NICHOLAS BARAN TRUSTEE 1.5
Director
$0 $0 $0
MR PATRICK BENGE TRUSTEE 1.5
Director
$0 $0 $0
MR W CAMERON ALGUIRE TRUSTEE 1.5
Director
$0 $0 $0
MRS AKEMI SAITOH TRUSTEE 1.5
Director
$0 $0 $0
MRS ALICIA SMITH TRUSTEE 1.5
Director
$0 $0 $0
MRS ANDREA MEDINA TRUSTEE 1.5
Director
$0 $0 $0
MRS ANN C BEAN TRUSTEE 1.5
Director
$0 $0 $0
MRS ANN GRAHAM TRUSTEE 1.5
Director
$0 $0 $0
MRS ANNE GRAUBART TRUSTEE 1.5
Director
$0 $0 $0
MRS ANNE S CHAO TRUSTEE 1.5
Director
$0 $0 $0
MRS CARTER DUGAN TRUSTEE 1.5
Director
$0 $0 $0
MRS DAWN CAMPBELL TRUSTEE 1.5
Director
$0 $0 $0
MRS DIANE BAZELIDES TRUSTEE 1.5
Director
$0 $0 $0
MRS ELISA S PYE TRUSTEE 1.5
Director
$0 $0 $0
MRS ERIKA TOUSSAINT TRUSTEE 1.5
Director
$0 $0 $0
MRS GINA BHATIA TRUSTEE 1.5
Director
$0 $0 $0
MRS ILEANA TREVINO TRUSTEE 1.5
Director
$0 $0 $0
MRS J LUKE MCCONN III TRUSTEE 1.5
Director
$0 $0 $0
MRS JAMES SHAFFER TRUSTEE 1.5
Director
$0 $0 $0
MRS JAYNE S JOHNSTON TRUSTEE 1.5
Director
$0 $0 $0
MRS JEAN E MAY TRUSTEE 1.5
Director
$0 $0 $0
MRS JO FURR TRUSTEE 1.5
Director
$0 $0 $0
MRS JORDAN SEFF TRUSTEE 1.5
Director
$0 $0 $0
MRS KATE DEARING FOWLER TRUSTEE 1.5
Director
$0 $0 $0
MRS KRIS MCGEE TRUSTEE 1.5
Director
$0 $0 $0
MRS LEIGH M SMITH TRUSTEE 1.5
Director
$0 $0 $0
MRS LENNI BURKE TRUSTEE 1.5
Director
$0 $0 $0
MRS LESLIE BLANTON TRUSTEE 1.5
Director
$0 $0 $0
MRS LOUISA STUDE SAROFIM TRUSTEE 1.5
Director
$0 $0 $0
MRS LYNN WYATT TRUSTEE 1.5
Director
$0 $0 $0
MRS MARGARET VAUGHAN COX TRUSTEE 1.5
Director
$0 $0 $0
MRS MARIANNE GEAGEA TRUSTEE 1.5
Director
$0 $0 $0
MRS MARTHA FINGER TRUSTEE 1.5
Director
$0 $0 $0
MRS MARTHA ROCKS MCMURREY TRUSTEE 1.5
Director
$0 $0 $0
MRS MICHAEL MITHOFF TRUSTEE 1.5
Director
$0 $0 $0
MRS MOLLY CROWNOVER TRUSTEE 1.5
Director
$0 $0 $0
MRS NANCY FERGUSON HAYWOOD TRUSTEE 1.5
Director
$0 $0 $0
MRS PAMELA D EARTHMAN TRUSTEE 1.5
Director
$0 $0 $0
MRS PATTI MURPHY TRUSTEE 1.5
Director
$0 $0 $0
MRS PAULA WHITTEN-DOOLIN TRUSTEE 1.5
Director
$0 $0 $0
MRS RINI ZIEGLER TRUSTEE 1.5
Director
$0 $0 $0
MRS ROSANETTE S CULLEN TRUSTEE 1.5
Director
$0 $0 $0
MRS SUSAN BINNEY TRUSTEE 1.5
Director
$0 $0 $0
MRS TEAL TIGNER REAMER TRUSTEE 1.5
Director
$0 $0 $0
MRS TWANA GRIFFITH-FAYKUS TRUSTEE 1.5
Director
$0 $0 $0
MRS WINELL HERRON TRUSTEE 1.5
Director
$0 $0 $0
MS AMY LEBLANC TRUSTEE 1.5
Director
$0 $0 $0
MS BETH MUECKE TRUSTEE 1.5
Director
$0 $0 $0
MS DESRYE MORGAN TRUSTEE 1.5
Director
$0 $0 $0
MS JANE DIPAOLO TRUSTEE 1.5
Director
$0 $0 $0
MS JUDY LIU TRUSTEE 1.5
Director
$0 $0 $0
MS KEIKO CHEVRAY TRUSTEE 1.5
Director
$0 $0 $0
MS LESLIE ALSTON TRUSTEE 1.5
Director
$0 $0 $0
MS LINDSEY BROWN TRUSTEE 1.5
Director
$0 $0 $0
MS MELANIE LAWSON TRUSTEE 1.5
Director
$0 $0 $0
MS MELISSA HOLMAN JUNEAU TRUSTEE 1.5
Director
$0 $0 $0
MS MELISSA REIHLE TRUSTEE 1.5
Director
$0 $0 $0
MS NANCY POWELL MOORE TRUSTEE 1.5
Director
$0 $0 $0
MS S SHAWN STEPHENS TRUSTEE 1.5
Director
$0 $0 $0
MS SAMIRA A SALMAN TRUSTEE 1.5
Director
$0 $0 $0
MS SASHA DAVIS TRUSTEE 1.5
Director
$0 $0 $0
MS SUNDAY SHEPHERD TRUSTEE 1.5
Director
$0 $0 $0
MS VICTORIA GUTIERREZ TRUSTEE 1.5
Director
$0 $0 $0
MS ZOE CADORE TRUSTEE 1.5
Director
$0 $0 $0
NATASHA KHAN TRUSTEE 1.5
Director
$0 $0 $0
RICHARD K MCGEE TRUSTEE 1.5
Director
$0 $0 $0
RICHARD W FLOWERS TRUSTEE 1.5
Director
$0 $0 $0
SANDRA S GODFREY TRUSTEE 1.5
Director
$0 $0 $0
SHARON F ERSKINE TRUSTEE 1.5
Director
$0 $0 $0
JAMES NELSON EXECUTIVE DIRECTOR 40.0
Officer
$561,658 $40,270 $601,928
JULIE-BARBEE KENT ARTISTIC DIRECTOR 40.0
Officer
$382,526 $49,989 $432,515
KRISTI FELBER-ROBERTS CHIEF FINANCIAL OFFICER 40.0
Officer
$242,992 $28,839 $271,831
STANTON D WELCH ARTISTIC DIRECTOR 40.0
Officer
$611,826 $38,526 $650,352
ALEXANDRA YATES SENIOR DIRECTOR SPECIAL EVENTS 40.0
Highest
$140,779 $23,218 $163,997
ANGELA LANE CHIEF DEVELOPMENT OFFICER 40.0
Highest
$232,120 $30,988 $263,108
Connor L Walsh Dancer - Principal 40.0
Highest
$135,458 $24,934 $160,392
JENNIFER SOMMERS ACADEMY DIRECTOR 40.0
Highest
$147,278 $23,543 $170,821
Simon Thew Music Director 40.0
Highest
$133,901 $22,874 $156,775
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $41,957,306 $41,953,862 $184,991,674 $3,444
2024 $46,357,760 $39,735,867 $181,517,628 $6,621,893
2023 $38,816,415 $38,681,214 $169,925,338 $135,201
2022 $49,258,253 $32,770,439 $166,414,247 $16,487,814
2021 $40,208,587 $19,984,794 $165,247,837 $20,223,793
2020 $33,653,691 $32,847,451 $142,349,387 $806,240
2019 $33,107,031 $35,013,677 $142,276,831 $-1,906,646
2018 $36,905,524 $33,377,852 $142,190,570 $3,527,672
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