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Ballet Austin Foundation FY2020 filing

Tax-deductible

Austin, TX501(c)(3)Foundations & GrantmakersEIN 74-2884031Revenue $679K in FY2020

On file with the IRS501 W 3rd St, 78701-3807 · Austin, TXTax-exempt since Nov 1998Supporting organization — 509(a)(3)

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To encourage public support for the benefit of Ballet Austin.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $250K a year · 40% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Named funders
2
named funders · $15K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$679K
Spent
$314K
To programs
89%
Net assets
$8.8M
By yearFY2020–FY2025
Revenue
$679K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$679K
FY2021$1.6M
FY2022$306K
FY2023$252K
FY2024$445K
FY2025$449K
Expenses
$314K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$343K
FY2022$393K
FY2023$381K
FY2024$403K
FY2025$426K
Net assets
$8.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.8M
FY2021$10.9M
FY2022$9.6M
FY2023$10.1M
FY2024$11.1M
FY2025$11.9M

From the FY2020 Form 990 (year ending July 2020) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $279K Management & general 11% · $34K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Sarah Butler
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Craig Kuglen
Secretary
$0Pt VII · Sec A
Edie Rogat
Treasurer
$0Pt VII · Sec A
Cliff Ernst
Legacy Circle Chair
$0Pt VII · Sec A
Diane Land
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Mike Blue
Ex-Officio Ba President
$0Pt VII · Sec A
See Ballet Austin Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes public support for Ballet Austin's programs and performances.

Questions for Ballet Austin Foundation

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Provided by the organization

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1 program · $279K · in their own filed words · FY2019
01

Provide support to ballet austin.

$279Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Raymond James Charitable Endowment FundFY2024$8K
American Online Giving Foundation INCFY2024$7K
Total grants receivedfrom 2 funders$15K
Grants paid · 6 grants · $2.0M · 2019–2024
Ballet Austin IncorporatedTX · FY2024$377,376
Ballet Austin IncorporatedTX · FY2023$357,785
Ballet Austin IncorporatedTX · FY2022$342,604
Ballet Austin IncorporatedTX · FY2021$362,840
Ballet Austin IncorporatedTX · FY2020$312,485
Ballet Austin IncorporatedTX · FY2019$279,124

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$679K
Ln 12
Gifts and grantsLn 1h$467K
Investment incomeLn 3$211K
Money outPt IX
$314K
Ln 25
Programscol B$279K
Managementcol C$34K
Owns and owesPt X
$8.8M
net assets · Ln 32
Total assetsLn 16$8.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$467K
Investment incomeLn 3$211K
Total revenueLn 12$679K
Assets in detailPt X, end of year
InvestmentsLn 11–13$8.5M
Total assetsLn 16$8.8M
LiabilitiesLn 26$0
Net assetsLn 32$8.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 617
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
InvestmentsLn 11–13$8.1M$8.5M
Total assetsLn 16$8.1M$8.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$8.1M$8.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$279K$279K
Investment management feesLn 11f$34K$34K
Total functional expensesLn 25$314K$279K$34K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $449K$426K$22K$11.9M 990 PDF
FY2024 $445K$403K$41K$11.1M 990 PDF
FY2023 $252K$381K−$128K$10.1M 990 PDF
FY2022 $306K$393K−$88K$9.6M 990 PDF
FY2021 $1.6M$343K$1.3M$10.9M 990 PDF
FY2020 Viewing $679K$314K$365K$8.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $678,570 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $100,113$467,252
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $193,065$211,318
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $293,178$678,570
I-13 Grants and similar amounts paidPrior year $246,492$279,124
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $30,786$34,495
I-18 Total expensesPrior year $277,278$313,619
I-19 Revenue less expensesPrior year $15,900$364,951
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $678,570 across 5 lines filed
VIII-1d Related organizations$25,000
VIII-1f All other contributions, gifts and grants$442,252
VIII-1h Total contributions, gifts and grants$467,252
VIII-3 Investment incomeExcluded from tax $211,318$211,318
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $211,318$678,570
Part IX · Statement of functional expenses $313,619 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $279,124$279,124
IX-11f Investment management feesManagement $34,495$34,495
IX-25 Total functional expensesPrograms $279,124 · Management $34,495 · Fundraising $0$313,619
Part X · Balance sheet $8,849,718 assets, 8 lines filed
X-3 Pledges and grants receivable$333,750
X-11 Publicly traded securitiesStart of year $8,120,525$8,515,968
X-16 Total assetsStart of year $8,120,525$8,849,718
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $328,818$376,346
X-28 Net assets with donor restrictionsStart of year $7,791,707$8,473,372
X-32 Total net assets or fund balancesStart of year $8,120,525$8,849,718
X-33 Total liabilities and net assetsStart of year $8,120,525$8,849,718
Part XI · Reconciliation of net assets $8,849,718 net assets at year end
XI-1 Total revenue$678,570
XI-2 Total expenses$313,619
XI-3 Revenue less expenses$364,951
XI-4 Net assets at start of year$8,120,525
XI-5 Net unrealized gains (losses) on investments$364,242
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,849,718

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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