Roy Lozano Ballet Folklorico De Texas in Austin, Texas (TX)

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Roy Lozano Ballet Folklorico De Texas
Employer Identification Number (EIN)742376294
Name of OrganizationRoy Lozano Ballet Folklorico De Texas
Address1928 Gaston Place Dr Ste C, Austin, TX 78723-2658
ActivitiesCommemorative event (centennial, festival, pageant, etc.)
SubsectionCharitable Organization
Ruling Date10/1985
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$150,906
Amount of Income$112,648
Form 990 Revenue Amount$96,058
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Ballet


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Amount of income in 2013: $112,648
Roy Lozano Ballet Folklorico De Texas: 

 $112,648
Other organizations performing similar types of work: 

 $1,390,383

Assets in 2013: $150,906
Roy Lozano Ballet Folklorico De Texas: 

 $150,906
Other organizations performing similar types of work: 

 $573,790

Expenses in 2013: $76,945
Roy Lozano Ballet Folklorico De Texas: 

 $76,945
Other organizations performing similar types of work: 

 $1,749,635

Income to expenses ratio in 2013: 1.5
This organization: 

 1.5
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 73.2%
This organization: 

 73.2%
Other organizations performing similar types of work: 

 78.2%

Grants share in income in 2013: 58.4%
Roy Lozano Ballet Folklorico De Texas: 

 58.4%
Other organizations performing similar types of work: 

 37.4%

Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$101,419$85,004$96,058
Contributions, gifts, grants, and similar amounts received$57,654$49,181$56,119
Program service revenue including government fees and contracts$37,102$41,726$37,959
Membership dues and assessments$0$0$0
Investment income$0$0$0
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$6,663$-5,903$1,980
Gross income from gaming$0$0$0
Gross income from fundraising events$29,617$25,625$18,570
Less: direct expenses from gaming and fundraising events$22,954$31,528$16,590
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$111,307$87,752$76,945
Total net assets$134,434$131,686$150,799
Excess/Deficit for the year$-9,888$-2,748$19,113
Net assets or fund balances at beginning of year$144,322$134,434$131,686
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$131,686$150,799
Balance Sheets
201120122013
Total assets$134,865$133,325$150,906
Total liabilities$431$1,639$107
Net assets or fund balances$134,434$131,686$150,799
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$248,268
Subtotal Support$248,268
Gifts, grants, contributions, and membership fees received$248,268
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$248,268
Public Support$248,268
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$56,529
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$67,585$81,375$60,758$58,754$76,231$64,043$79,163$75,263
Contributions, gifts, grants, and similar amounts received$65,832$42,846$34,760$35,135$44,104$36,187$46,812$39,227
Contributions to donor advised funds$0$0
Direct public support$24,674$636$1,645$6,186$4,984$4,330$46,812$2,598
Indirect public support$1,199$0$5,115$0$0$0$0$0
Government contributions (grants)$39,959$42,210$28,000$28,949$39,120$31,857$0$36,629
Program service revenue including government fees and contracts$0$0$0$0$0$0$0$0
Membership dues and assessments$0$22,946$20,659$18,401$18,663$24,904$27,689$29,680
Interest on savings and temporary cash investments$0$73$0$0$0$0$0$0
Dividends and interest from securities$0$0$0$0$0$0$0$0
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$52$4,573$657$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0$0$0$0
Net income or (loss) from special events and activities$1,701$6,396$4,682$5,218$13,464$2,952$2,595$6,356
Gross revenue$32,507$15,914$27,323$28,343$37,623$24,869$40,812$57,542
Less: direct expenses other than fundraising expenses$30,806$9,518$22,641$23,125$24,159$21,917$38,217$51,186
Gross profit or (loss) from sales of inventory$0$4,466$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$4,569$0$0$0$0$0$0
Less: cost of goods sold$0$103$0$0$0$0$0$0
Other revenue$0$75$0$0$0$0$2,067$0
Total expenses$72,606$79,730$63,179$54,877$66,214$75,349$69,983$81,857
Program services$62,462$72,843$59,012$49,387$60,601$68,293$45,589$59,932
Management and general$10,144$6,887$4,167$5,490$5,613$7,056$19,659$15,510
Fundraising$0$0$0$0$0$0$4,735$6,415
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$127,946$136,578$134,157$138,034$148,051$136,465$145,645$139,051
Excess or (deficit) for the year$-5,021$1,645$-2,421$3,877$10,017$-11,306$9,180$-6,594
Net assets or fund balances at beginning of year$132,967$127,946$136,578$134,157$138,034$148,053$136,465$145,645
Other changes in net assets or fund balances$0$6,987$0$0$0$-282$0$0
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$81,857$59,932$15,510$6,415
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$31,397$20,868$10,529$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$2,238$1,433$805$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$1,114$542$181$391
Telephone$2,698$1,349$1,349$0
Postage and shipping$0$0$0$0
Occupancy$21,491$17,837$2,149$1,505
Equipment rental and maintenance$26$26$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$5,956$5,659$297$0
Other expenses not covered above$16,937$12,218$200$4,519
Balance Sheets
20002001200220032004200520062007
Total assets$130,607$139,779$134,200$138,034$148,207$137,073$147,035$143,866
Cash - non-interest-bearing$8,830$10,252$1,955$4,885$15,200$2,248$13,832$12,224
Savings and temporary cash investments$2,132$0$0$0$0$0$0$0
Accounts receivable less allowance for doubtful accounts$0$5,126$6,722$7,626$7,484$6,615$7,680$6,119
Pledges receivable less allowance for doubtful accounts$0$85$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$2,687$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0$0$0$0$0
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$13,851$13,851$13,851$13,851$13,851$13,851$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$125,523
Other assets, including program-related investments$119,645$110,465$111,672$111,672$111,672$111,672$111,672$0
Total liabilities$2,661$3,201$43$0$154$608$1,390$4,815
Accounts payable and accrued expenses$2,661$3,201$43$0$154$0$989$4,600
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$608$401$215
Total liabilities and net assets/fund balances$130,607$139,779$134,200$138,034$148,207$137,073$147,035$143,866
Total net assets or fund balances$127,946$136,578$134,157$138,034$148,053$136,465$145,645$139,051
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$67,585$0$60,758$58,754$76,231$64,043$79,163$75,263
Total revenue, gains, and other support per audited financial statements$67,585$0$60,758$58,754$76,231$64,043$79,163$75,263
Other expenses$0$0$0$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$72,606$0$63,179$54,877$66,214$75,349$69,983$81,857
Total expenses and losses per audited financial statements$72,606$0$63,179$54,877$66,214$75,349$69,983$81,857
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$0$36,036
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$29,680
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$6,356
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$80,570$72,466$85,639$82,742$75,693$95,406$64,043$77,096
Gifts, grants, and contributions received$42,755$39,959$42,210$34,760$28,949$39,120$36,187$46,812
Membership fees received$0$0$22,946$20,659$18,401$18,663$24,904$27,689
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$37,815$32,507$20,483$27,323$28,343$37,623$2,952$2,595
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Houston Ballet Foundation601 Preston St, Houston, TX 77002-1605TX1957-12$31,993,870
2Roy Lozano Ballet Folklorico De Texas1928 Gaston Place Dr Ste C, Austin, TX 78723-2658TX1985-10$112,648
3The Joffrey Ballet10 E Randolph St, Chicago, IL 60601-3617IL1995-07$16,639,136
4Washington Ballet3515 Wisconsin Ave Nw, Washington, DC 20016-3010DC1966-11$10,936,294
5Tulsa Ballet Theater Inc1212 E 45th Pl, Tulsa, OK 74105-4508OK1964-08$9,925,845
6Ballet Austin Incorporated501 W 3rd St, Austin, TX 78701-3807TX1958-04$6,607,025
7Smuin Ballets-Sf44 Gough St Ste 103, San Francisco, CA 94103-5423CA1994-05$4,485,585
8Sacramento Ballet Association1631 K St, Sacramento, CA 95814-4019CA1974-02$2,727,142
9Maryland Youth Ballet Inc926 Ellsworth Dr, Silver Spring, MD 20910-4401MD1973-07$1,993,205
10State Of Alabama Ballet Inc2726 1st Ave S, Birmingham, AL 35233-2719AL1982-09$1,761,165
11Santa Fe Festival Ballet Inc, Santa Fe Festival Ballet550 B St Michaels Dr, Santa Fe, NM 87505-7610NM1996-11$869,932
12Balletforte18551 Old Richmond Rd, Sugar Land, TX 77498TX1999-07$305,979
13Southwest Virginia Ballet CompanyPO BOX 3275, Roanoke, VA 24015-1275VA1993-09$246,663
14Roanoke Ballet Theatre Inc1318 Grandin Rd Sw, Roanoke, VA 24015-2316VA1980-01$191,777
15Sono Dance Company Inc509 Westport Ave, Norwalk, CT 06851-4411CT1976-06$154,732
16West Michigan Youth BalletPO BOX 725, Ada, MI 49301-0725MI2008-03$89,691
17Alamo City Performing Arts Association12915 Jones Maltsberger Road, San Antonio, TX 78247-4282TX1992-09$69,762
18Phoenix Ballet Association Inc, Novaballet3219 E Camelback Rd Ste 202, Phoenix, AZ 85018-2307AZ2007-11$61,246
19Spindle City Ballet Inc288 Plymouth Ave, Fall River, MA 02721-4226MA1996-10$44,893
20Tacoma Performing Dance Company5212 S Washington St Ste D, Tacoma, WA 98409-2705WA1973-01$33,205
Number of organizations performing similar types of work
Alabama1
Arizona2
California16
Colorado4
Connecticut1
District of Columbia1
Florida5
Georgia3
Idaho1
Illinois3
Indiana1
Massachusetts6
Maryland2
Maine1
Michigan2
Minnesota1
Missouri1
Mississippi1
North Carolina3
New Jersey2
New Mexico1
New York10
Ohio6
Oklahoma2
Oregon1
Pennsylvania3
Rhode Island1
South Carolina1
Tennessee4
Texas5
Utah2
Virginia5
Washington2
Wisconsin1
Wyoming1
International2
Total104

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