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Arts, Culture, Humanities : Performing Arts

Houston Ballet

An internationally acclaimed ballet company

four stars

94.03

601 Preston Street Houston, TX 77002
tel: (713) 523-6300   Web Site
EIN: 74-1394920

Board Leadership
Phoebe Tudor
Chairman

CEO
James D. Nelson
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 94.03 four stars
  Financial 97.31 four stars
  Accountability & Transparency 92.00 four stars
This rating was published 10/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

97.31

Accountability & Transparency

four stars

92.00

This rating was published 10/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
84.7%
  Administrative Expenses 9.5%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 3.41
  Program Expenses Growth 7.9%
  Liabilities to Assets 5.1%
All data for Financial Performance Metrics calculations was provided by Houston Ballet on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Houston Ballet on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Houston Ballet (TX) 94.03 four stars
American Ballet Theatre (NY) 88.02 three stars
James Sewell Ballet (MN) 85.89 three stars
Ballet Tech Foundation (NY) 86.10 three stars
Grand Rapids Ballet (MI) 89.15 three stars

Compare These Charities (Highly Rated)

Founded in 1969, Houston Ballet is an internationally acclaimed ballet company which is now America's fifth largest. The company is comprised of 59 dancers and has toured extensively to critical praise in Europe, the United Kingdom, Asia, Canada, and in cities throughout the United States. The company's home is the magnificent Wortham Theater Center, a state-of-the-art facility in which the company currently performs over 81 performances seven months out of the year. In February of 2011, Houston Ballet moved into its new Center for Dance located at 601 Preston and connected to The Wortham Theater Center by skybridge. This state-of-the-art facility is the largest center dedicated solely to dance in the U.S. Houston Ballet Academy has an enrollment of 691 students, between the ages of 3 through 60, and more than half of the professional company's dancers have come from the ranks of the academy.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,187,389
   Federated Campaigns $0
   Membership Dues $830,631
   Fundraising Events $104,615
   Related Organizations $5,571,296
   Government Grants $796,554
Total Contributions $11,490,485
   Program Service Revenue $13,245,757
Total Primary Revenue $24,736,242
   Other Revenue $4,506,579
TOTAL REVENUE $29,242,821
   
EXPENSES  
   Program Expenses $23,392,237
   Administrative Expenses $2,649,627
   Fundraising Expenses $1,641,687
TOTAL FUNCTIONAL EXPENSES $27,683,551
   
Payments to Affiliates $42,637
Excess (or Deficit) for the year $1,559,270
   
Net Assets $118,520,318

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Dance Performances $19,094,253 81.6%
Dance Education $4,297,984 18.4%

Ratings History
Houston Ballet has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 10/01/2016 94.03 four stars
2014-06 06/01/2016 97.16 four stars
 
CN 2.0
2014-06 10/01/2015 95.99 four stars
2013-06 04/01/2015 94.68 four stars
2012-06 05/01/2014 96.71 four stars
2012-06 12/01/2013 94.45 four stars
2011-06 10/01/2012 91.94 four stars
2010-06 04/01/2012 85.12 three stars
2010-06 11/01/2011 83.91 three stars
2009-06 09/20/2011 78.91 two stars
 
CN 1.0
2009-06 11/24/2010 93.27 four stars
2008-06 02/01/2010 96.41 four stars
2007-06 04/01/2009 94.85 four stars
2006-06 11/01/2007 90.38 four stars
2005-06 10/01/2006 83.35 three stars
2004-06 07/01/2005 84.87 three stars
2003-06 10/01/2004 85.98 three stars
2002-06 10/01/2003 91.38 four stars
2001-06 10/15/2002 84.74 three stars
2000-06 04/15/2002 89.41 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 74-1394920
Name in IRS Master File HOUSTON BALLET FOUNDATION
NTEE Code A63
NTEE Classification Ballet
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
(59) Other school related activities
(40) Scholarships (other)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1957
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$200,000 0.72% James D. Nelson Executive Director
Other Salaries of Note
$303,441 1.09% Stanton Welch Artistic Director

Founded in 1969, Houston Ballet is an internationally acclaimed ballet company which is now America's fifth largest. The company is comprised of 59 dancers and has toured extensively to critical praise in Europe, the United Kingdom, Asia, Canada, and in cities throughout the United States. The company's home is the magnificent Wortham Theater Center, a state-of-the-art facility in which the company currently performs over 81 performances seven months out of the year. In February of 2011, Houston Ballet moved into its new Center for Dance located at 601 Preston and connected to The Wortham Theater Center by skybridge. This state-of-the-art facility is the largest center dedicated solely to dance in the U.S. Houston Ballet Academy has an enrollment of 691 students, between the ages of 3 through 60, and more than half of the professional company's dancers have come from the ranks of the academy.

Highly Rated

Charity Name & State Overall Score Overall Rating
Houston Ballet (TX) 94.03 four stars
Charlotte Ballet (NC) 94.64 four stars
Louisville Ballet (KY) 89.29 three stars
American Ballet Theatre (NY) 88.02 three stars
Kansas City Ballet (MO) 91.55 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Houston Ballet
601 Preston Street
Houston, TX 77002
tel: (713) 523-6300
fax: (713) 523-4038
EIN: 74-1394920

Visit Web Site

Board Leadership

Phoebe Tudor
Chairman

CEO

James D. Nelson
Executive Director

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