Houston Ballet Guild Inc (EIN 742129272) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Phone

7135236300

Tax Period

2024-07-01 to 2025-06-30

Houston Ballet Guild Inc, founded in 1974, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.2M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

FUNDRAISING ACTIVITIES AND PROGRAMS TO AID IN THE FINANCIAL SUPPORT OF HOUSTON BALLET FOUNDATION AND TO EDUCATE AND GENERATE INTEREST IN DANCE.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,450,140

Program Service Revenue $0

Investment Income $0

Other Revenue $4,760,601

TOTAL REVENUE $6,210,741

Expense Breakdown

Grants Paid $6,194,714

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,194,714

Other Expenses $16,027

TOTAL EXPENSES $6,210,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,210,741	$5,552,885	+0.1%
Expenses	$6,210,741	$5,550,939	+0.1%
Net Income	$0	$1,946	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

750

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

$34,839

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Jeffery	President	0.1	Officer Director	$0	$0	$0
Kristy J Bradshaw	Houston Ballet Foundation Chairman	0.1	Director	$0	$0	$0
Leslie Alston	Treasurer /Bravo Events	0.5	Director	$0	$0	$0
Stephanie Tsuru	Houston Ballet Foundation President	0.1	Director	$0	$0	$0
Alison Farb	Communication/Social Media	0.3	Officer	$0	$0	$0
Ann Bean	Houston Ballet Student Matinees, Special Advisors, Spring Coffee	0.3	Officer	$0	$0	$0
Anne Boss	Social Events	0.3	Officer	$0	$0	$0
Anne Stewart	Social Events	0.3	Officer	$0	$0	$0
Brenda Clem	HBII Birthday Celebrations	0.3	Officer	$0	$0	$0
Camille Wieprecht	Social Events	0.3	Officer	$0	$0	$0
Casey Rowe	NeedlesenPointe /Directory	0.3	Officer	$0	$0	$0
CC Conner	Bravo Events /Docent	0.3	Officer	$0	$0	$34,839
Cecilia Campbell	Directory	0.3	Officer	$0	$0	$0
Christine Sofka	New Member Events & Recruitment	0.3	Officer	$0	$0	$0
Corina Guerrero	Social Events	0.3	Officer	$0	$0	$0
Cynthia Brown	Host Committee	0.3	Officer	$0	$0	$0
Cynthia Christ	Members Trip	0.3	Officer	$0	$0	$0
Cynthia Wolff	New Member Events & Recruitment	0.3	Officer	$0	$0	$0
Dannika Simpson	Houston Ballet Academy & ECE Support	0.3	Officer	$0	$0	$0
Dede Aronack-Loughran	Membership Renewal	0.3	Officer	$0	$0	$0
Denise Malone	Fall Kickoff	0.3	Officer	$0	$0	$0
Elba Villarreal	Vice President Membership	0.5	Officer	$0	$0	$0
Elizabeth Connelly	Host Committee	0.3	Officer	$0	$0	$0
Gay Currie	President Elect	0.1	Officer	$0	$0	$0
Gaylon Gullquist Thomas	Special Advisors	0.3	Officer	$0	$0	$0
Helen L- Toombs	Houston Ballet Wortham Boutique Workshops	0.3	Officer	$0	$0	$0
Jackie Eubank	Social Events	0.3	Officer	$0	$0	$0
Jana Stiffel	Spring Coffee	0.3	Officer	$0	$0	$0
Janis Mecklenberg	New Member Events & Recruitment	0.3	Officer	$0	$0	$0
Jean May	Houston Ballet Student Matinees	0.3	Officer	$0	$0	$0
Jennifer Kushner	Houston Ballet Academy & ECE Support/Nut Mkt Chair Elect, Special Advisors	0.3	Officer	$0	$0	$0
Joan Dunlap	Membership Renewal	0.3	Officer	$0	$0	$0
Katrina Arnim	Special Advisors	0.3	Officer	$0	$0	$0
Ken Yanowski	Host Committee	0.3	Officer	$0	$0	$0
Laura L Kazmiroski	Houston Ballet Academy & ECE Support	0.3	Officer	$0	$0	$0
Lisa Yelenick	Houston Ballet Wortham Boutique Workshops	0.3	Officer	$0	$0	$0
Marcie Bristol	Houston Ballet Wortham Boutique Workshops	0.3	Officer	$0	$0	$0
Marilyn Ragsdale	Host Committee	0.3	Officer	$0	$0	$0
Mark Loveland	Houston Ballet Academy & ECE Support	0.3	Officer	$0	$0	$0
Mary Bonura	Social Events	0.3	Officer	$0	$0	$0
Mary Fusillo	Spring Coffee	0.3	Officer	$0	$0	$0
Megan Kessler	Nutcracker Market Chairman /Social Events	0.5	Officer	$0	$0	$0
Melisa Jordan	Social Events	0.3	Officer	$0	$0	$0
Michelle Maresh	Parliamentarian	0.5	Officer	$0	$0	$0
Michelle Seymour	New Member Events & Recruitment	0.3	Officer	$0	$0	$0
Nkoyo Essie	Houston Ballet Docent	0.3	Officer	$0	$0	$0
Paige Trahan	Corresponding Secretary	0.5	Officer	$0	$0	$0
Phonda Smith	Social Events	0.3	Officer	$0	$0	$0
Renee Humphrey	Communication/Social Media, Special Advisors	0.3	Officer	$0	$0	$0
Richard Clem	HBII Birthday Celebrations	0.3	Officer	$0	$0	$0
Sally Miller	Host Committee	0.3	Officer	$0	$0	$0
Sarah Davidson	Recording Secretary	0.5	Officer	$0	$0	$0
Sharon Erskine	Special Advisors	0.3	Officer	$0	$0	$0
Sharon Roark	Houston Ballet Docent	0.3	Officer	$0	$0	$0
Susan Binney	Nutcracker Market Chairman Elect/Academy & ECE Support/Special Adv	0.3	Officer	$0	$0	$0
Susan Inger	Tutu Times Newsletter	0.3	Officer	$0	$0	$0
Susan Osterberg	Host Committee	0.3	Officer	$0	$0	$0
Tracey Williford	Nutcracker Market Chairman	0.3	Officer	$0	$0	$0
Traci Bocock	Houston Ballet Student Matinees, Bravo Events	0.5	Officer	$0	$0	$0
Tua Burke	Social Events	0.3	Officer	$0	$0	$0
Wendy Burks	Fall Kickoff	0.3	Officer	$0	$0	$0

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	$6,210,741	$6,210,741	$7,593	No data
2024	No data	No data	No data	No data
2023	$5,586,704	$5,586,743	$11,952	$-39
2022	$5,120,165	$5,126,772	$11,991	$-6,607
2021	$1,032,918	$1,043,418	$11,072	$-10,500
2021	$7,650	$124	$18,598	$7,526

Houston Ballet Guild Inc