HOUSTON GRAND OPERA ASSOCIATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON GRAND OPERA ASSOCIATION INC (EIN 74-6016764)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-15
- IRS object ID
- 202611669349300646
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T11:42:53-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746016764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Grand Opera Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135460200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Greer | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7135460200 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susanna Blackmon | PreparerPersonNm |
| PTIN | P01226926 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Khori Dastoor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,521,994 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstongrandopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 853 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $26,537 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,163,256 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,007,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,172,361 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,747,634 | CYProgramServiceRevenueAmt |
| PY Investment Income | $281,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$174,202 | PYOtherRevenueAmt |
| CY Other Revenue | -$234,221 | CYOtherRevenueAmt |
| PY Total Revenue | $30,442,479 | PYTotalRevenueAmt |
| CY Total Revenue | $34,728,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,860 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $123,385 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,054,164 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,240,315 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,088,487 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,006,731 | PYOtherExpensesAmt |
| CY Other Expenses | $13,962,091 | CYOtherExpensesAmt |
| PY Total Expenses | $33,113,755 | PYTotalExpensesAmt |
| CY Total Expenses | $35,325,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,671,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$597,745 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,898,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,162,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,828,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,658,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,069,940 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,503,832 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of HGO is to enrich our diverse community through the art of opera. We will do so by creating, curating, exploring, and producing outstanding experiences centered around the human voice.(Continued on Schedule O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,420,409 | ExpenseAmt |
| Revenue | $6,693,981 | RevenueAmt |
| Desc | Opera Productions: Houston Grand Opera (HGO) is one of the largest, most innovative, and most highly acclaimed opera companies in the United States. In fulfilling its mission to enrich our diverse community through the art of operas by creating, curating, exploring, and producing outstanding experiences centered around the human voice, HGO has led the field in commissioning new works (76 world premieres to date) and in training and nurturing promising young artists and administrators. The company builds its repertoire with the community in mind, striving to create profoundly enriching experiences for our diverse audiences, both in the Wortham Theater and in community venues. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,875,444 | ExpenseAmt |
| Grant | $123,385 | GrantAmt |
| Revenue | $5,085 | RevenueAmt |
| Desc | The Sarah & Ernest Butler Houston Grand Opera Studio is one of the most respected young artist programs in the country. For more than thirty years it has served young singers and pianist/coaches, providing a bridge between full-time training and full-fledged operatic careers. Each year after an exhaustive international search, a hand-selected group of talented individuals is brought to Houston to work alongside the best in the business at Houston Grand Opera. In main-stage productions and at other less traditional venues, these artists hone their craft as singing actors. During a residency of up to three years, each performer receives customized training from an expert team while gaining invaluable performance experience at the highest level. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,314,986 | ExpenseAmt |
| Revenue | $48,568 | RevenueAmt |
| Desc | The Community & Learning program connects creative resources with our diverse and vibrant community through collaborative programming in the Houston area - in schools, parks, community landmarks, alternative performance spaces, as well as at the Wortham Theater Center, providing the opportunity to seek, engage, and learn through opera. The nationally recognized Song of Houston initiative commissions new chamber operas and song projects that resonate with contemporary life in Houston and develops community projects that foster collaborations with many Houston-area organizations. Continued on Schedule O. Our multi-faceted Education Program includes Opera to Go!, High School Night and student matinees of main-stage productions, the Bauer Family High School Voice Studio, professional development workshops for teachers, opera camps, and residency programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,610,839 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 240 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 853 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Greer CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135460258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Claire Liu | |||||||||
| Chair | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Allyn Risley | |||||||||
| Senior Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janet Carrig | |||||||||
| Chair Emeritus | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lynn Wyatt | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Agee | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Ajamie | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Bacon | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Beale | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Astley Blair | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Albert Chao | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Louise Chapman | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Crownover | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Khori Dastoor | |||||||||
| General Director & CEO | 50.00 | 5.00 | Yes (X) | Yes (X) | $491,561 | $0 | $28,127 | ||
| Joshua Davidson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Warren Ellsworth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin Fink | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Geagea | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michaela Greenan | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Gritz | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Selda Gunsel | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Healey | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Husseini | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jose Ivo | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Myrtle Jones | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marianne Kah | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William Kroger | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David LePori | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gabriel Loperena | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sid Moorhead | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Morgan | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristin Muessig | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terrylin Neale | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ward Pennebaker | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Petrello | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria Portela | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Allyson Pritchett | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Ringel | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Rose | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack Roth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harlan Stai | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Veer Vasishta | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfredo Vilas | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Williams | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Summers | |||||||||
| Artistic & Music Director | 50.00 | 0.00 | Yes (X) | $534,604 | $0 | $28,522 | |||
| Elizabeth Greer | |||||||||
| CFO | 50.00 | 5.00 | Yes (X) | $227,557 | $0 | $12,210 | |||
| Deborah Hirsch | |||||||||
| Chief Philanthropy Officer | 50.00 | 5.00 | Yes (X) | $239,788 | $0 | $17,414 | |||
| Molly Dill | |||||||||
| Chief Operating Officer | 50.00 | 5.00 | Yes (X) | $193,390 | $0 | $25,775 | |||
| Jennifer Davenport | |||||||||
| Chief Marketing & Experience Officer | 50.00 | 0.00 | Yes (X) | $296,497 | $0 | $14,034 | |||
| James Loftis | |||||||||
| Secretary, General Counsel | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Bado | |||||||||
| Director of Artistic Planning | 50.00 | 0.00 | $341,751 | $0 | $15,454 | Yes (X) | |||
| Jennifer Bowman | |||||||||
| Director of Community & Learning | 40.00 | 0.00 | $140,064 | $0 | $8,554 | Yes (X) | |||
| Scott Ipsen | |||||||||
| Director of Patron Experience | 40.00 | 0.00 | $138,456 | $0 | $320 | Yes (X) | |||
| Gregory Robertson | |||||||||
| Managing Dir. of Strategic Campaigns | 50.00 | 5.00 | $324,645 | $0 | $30,524 | Yes (X) | |||
| Kelly Finn | |||||||||
| Senior Dir. of Institutional Giving | 50.00 | 0.00 | $161,428 | $0 | $3,228 | Yes (X) | |||
| David Krohn | |||||||||
| Senior Director of Philanthropy | 50.00 | 0.00 | $176,431 | $0 | $12,131 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,266,172 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,293 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| Theatre Royal Plymouth Ltd | |||||||||
| Royal Parade S | Plymouth | PL1 2TR | UK | Construction | $798,965 | ||||
| Hierarchy Advertising LLC | |||||||||
| Marketing services | $675,369 | 2500 Summer St 3219 | Houston | TX | 77007 | ||||
| Strike Marketing Group | |||||||||
| Marketing services | $325,484 | 906 Rutland St | Houston | TX | 77008 | ||||
| Datavox Inc | |||||||||
| IT services | $323,931 | 6650 W Sam Houston Pkwy S | Houston | TX | 77072 | ||||
| Paul H Lippe Inc | |||||||||
| Transportation | $313,059 | 223 12th St | Santa Monica | CA | 90402 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,784,813 | FundraisingAmt |
| Related Organizations | $4,232,399 | RelatedOrganizationsAmt |
| All Other Contributions | $20,989,869 | AllOtherContributionsAmt |
| Noncash Contributions | $102,590 | NoncashContributionsAmt |
| Total Contributions | $28,007,081 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Sales | 711300 | $5,817,135 | $5,817,135 |
| Co-production/rentals | 711300 | $881,931 | $881,931 |
| Studio/education revenue | 611600 | $48,568 | $48,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,747,634 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,552 | TotalRevenueColumnAmt |
| Exclusion | $207,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $533,190 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,784,813 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $793,948 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$260,758 | TotalRevenueColumnAmt |
| Exclusion | -$260,758 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advertising | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $26,537 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,537 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,537 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,728,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,747,634 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,537 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$53,206 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,385 | TotalAmt |
| Program Services | $123,385 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,466,684 | TotalAmt |
| Program Services | $1,878,783 | ProgramServicesAmt |
| Management And General | $226,926 | ManagementAndGeneralAmt |
| Fundraising | $360,975 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,159,962 | TotalAmt |
| Program Services | $11,546,787 | ProgramServicesAmt |
| Management And General | $1,394,663 | ManagementAndGeneralAmt |
| Fundraising | $2,218,512 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,069 | TotalAmt |
| Program Services | $219,792 | ProgramServicesAmt |
| Management And General | $21,766 | ManagementAndGeneralAmt |
| Fundraising | $23,511 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,955,408 | TotalAmt |
| Program Services | $1,606,716 | ProgramServicesAmt |
| Management And General | $162,716 | ManagementAndGeneralAmt |
| Fundraising | $185,976 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,192 | TotalAmt |
| Program Services | $1,140,919 | ProgramServicesAmt |
| Management And General | $116,494 | ManagementAndGeneralAmt |
| Fundraising | $135,779 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116 | TotalAmt |
| Management And General | $116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,896 | TotalAmt |
| Management And General | $43,896 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,310 | TotalAmt |
| Program Services | $1,117,139 | ProgramServicesAmt |
| Management And General | $19,036 | ManagementAndGeneralAmt |
| Fundraising | $126,135 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518,500 | TotalAmt |
| Program Services | $1,355,077 | ProgramServicesAmt |
| Management And General | $20,872 | ManagementAndGeneralAmt |
| Fundraising | $142,551 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,172 | TotalAmt |
| Program Services | $488,528 | ProgramServicesAmt |
| Management And General | $188,754 | ManagementAndGeneralAmt |
| Fundraising | $122,890 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,254 | TotalAmt |
| Program Services | $435,611 | ProgramServicesAmt |
| Management And General | $19,163 | ManagementAndGeneralAmt |
| Fundraising | $16,480 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,344 | TotalAmt |
| Program Services | $178,344 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,637,479 | TotalAmt |
| Program Services | $1,593,999 | ProgramServicesAmt |
| Management And General | $17,823 | ManagementAndGeneralAmt |
| Fundraising | $25,657 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,527 | TotalAmt |
| Program Services | $818,818 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
| Fundraising | $96,784 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,851 | TotalAmt |
| Program Services | $73,564 | ProgramServicesAmt |
| Management And General | $51,752 | ManagementAndGeneralAmt |
| Fundraising | $51,535 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,775 | TotalAmt |
| Management And General | $269,775 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,028 | TotalAmt |
| Program Services | $390,008 | ProgramServicesAmt |
| Management And General | $47,010 | ManagementAndGeneralAmt |
| Fundraising | $47,010 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,793 | TotalAmt |
| Program Services | $409,053 | ProgramServicesAmt |
| Management And General | $18,140 | ManagementAndGeneralAmt |
| Fundraising | $15,600 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Consulting & stipends | $3,380,890 | $3,296,806 | $5,506 | $78,578 |
| Production expenses | $1,863,982 | $1,863,982 | ||
| Event expenses | $515,174 | $73,528 | $1,132 | $440,514 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,325,791 | TotalAmt |
| Program Services | $28,610,839 | ProgramServicesAmt |
| Management And General | $2,626,465 | ManagementAndGeneralAmt |
| Fundraising | $4,088,487 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,652 | BOYAmt |
| EOY | $559,461 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,780 | BOYAmt |
| EOY | $584,775 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,110,399 | BOYAmt |
| EOY | $15,401,797 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,534 | BOYAmt |
| EOY | $205,529 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,953 | BOYAmt |
| EOY | $48,148 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,636 | BOYAmt |
| EOY | $2,041,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,545,578 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,583,571 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,348,288 | BOYAmt |
| EOY | $1,962,007 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,927,125 | BOYAmt |
| EOY | $3,607,699 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,978,812 | BOYAmt |
| EOY | $4,751,629 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,898,179 | BOYAmt |
| EOY | $29,162,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,750 | BOYAmt |
| EOY | $1,813,362 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,755,214 | BOYAmt |
| EOY | $2,888,631 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,650,000 | BOYAmt |
| EOY | $3,401,830 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,871,275 | BOYAmt |
| EOY | $7,554,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,828,239 | BOYAmt |
| EOY | $15,658,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,256,488 | BOYAmt |
| EOY | $1,315,888 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,813,452 | BOYAmt |
| EOY | $12,187,944 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,069,940 | BOYAmt |
| EOY | $13,503,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,898,179 | BOYAmt |
| EOY | $29,162,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$597,745 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,637 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,072,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,193,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,668,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,163,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,007,081 | CurrentTaxYearAmt |
| Total | $126,103,968 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,072,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,193,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,668,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,163,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,007,081 | CurrentTaxYearAmt |
| Total | $126,103,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,537,094 | SubstantialContributorsTotAmt |
| Public Support Total170 | $101,566,874 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $281,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,552 | CurrentTaxYearAmt |
| Total | $1,010,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,114,352 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,805,125 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,129,366 | BeginningYearBalanceAmt |
| Contributions | $23,208,583 | ContributionsAmt |
| Investment Earnings Or Losses | $8,122,628 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,226,447 | OtherExpendituresAmt |
| Administrative Expenses | $82,128 | AdministrativeExpensesAmt |
| End Year Balance | $136,152,002 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,009,409 | BeginningYearBalanceAmt |
| Contributions | $7,308,047 | ContributionsAmt |
| Investment Earnings Or Losses | $11,439,671 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,568,332 | OtherExpendituresAmt |
| Administrative Expenses | $59,429 | AdministrativeExpensesAmt |
| End Year Balance | $109,129,366 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,904,737 | BeginningYearBalanceAmt |
| Contributions | $15,290,549 | ContributionsAmt |
| Investment Earnings Or Losses | $4,251,496 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,407,572 | OtherExpendituresAmt |
| Administrative Expenses | $29,801 | AdministrativeExpensesAmt |
| End Year Balance | $94,009,409 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,583,898 | BeginningYearBalanceAmt |
| Contributions | $529,381 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,110,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,083,084 | OtherExpendituresAmt |
| Administrative Expenses | $15,198 | AdministrativeExpensesAmt |
| End Year Balance | $77,904,737 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,763,869 | BeginningYearBalanceAmt |
| Contributions | $578,398 | ContributionsAmt |
| Investment Earnings Or Losses | $20,172,111 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,881,318 | OtherExpendituresAmt |
| Administrative Expenses | $49,162 | AdministrativeExpensesAmt |
| End Year Balance | $83,583,898 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02433 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72464 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25103 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,780,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,191,941 | DepreciationAmt |
| Book Value | $588,382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,451,524 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,127,374 | DepreciationAmt |
| Book Value | $1,324,150 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $264,256 | DepreciationAmt |
| Book Value | $49,475 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,962,007 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use assets - operating leases | Desc |
| Book Value | $4,751,629 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,751,629 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable advance - special events | $930,919 |
| Operating lease liabilities | $4,796,581 |
| Due to affiliates | $1,827,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,554,765 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $62,220,265 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $31,637 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $27,460,582 | OtherRevenueAmt |
| Revenue Not Reported | $27,492,219 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,728,046 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,728,046 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,458,300 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $132,509 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $132,509 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,325,791 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,325,791 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The organization's endowment funds are held solely by Houston Grand Opera Endowment, Inc. to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances. |
| Part XI, Line 2d - Other Adjustments: | Consolidated audit - revenue of affiliates 27,460,582. |
| Part XII, Line 2d - Other Adjustments: | Consolidated audit - expenses of affiliates 132,509. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opera Ball | Event1Nm |
| Gross Receipts Event1 | $2,088,183 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,742,093 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $346,090 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $103,207 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $124,410 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $34,890 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $219,233 | OtherDirectExpensesEvent1Amt |
| Event2 | Concert of Arias | Event2Nm |
| Gross Receipts Event2 | $616,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $535,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $80,850 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $30,440 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $54,669 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $33,588 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $613,370 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $507,120 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $106,250 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $70,094 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $85,632 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $37,785 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,318,003 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,784,813 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $533,190 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $203,741 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $264,711 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,890 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $290,606 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $793,948 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$260,758 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| High School Voice Studio Grants | 14 | $16,750 | $0 |
| Alumni Grants | 7 | $13,235 | $0 |
| Concert of Arias Finalists Grants | 12 | $93,400 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are awarded by two selected adjudicators at the public Graduation Recital for the Opera Studio. Grant checks are made directly to the award recipient's university for use toward education expenses. If funds are not so used, the university refunds unused portions back to HGO Association. Grants are also given to help with the cost of college applications, etc. Alumni grants are given to ex studio members to help these artists continue to train in their first few years out of the Studio, when cash flow can be particularly difficult. Recipients are selected by committee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patrick Summers | ||||||||||||||
| Artistic & Music Director | $534,604 | $0 | $0 | $0 | $0 | $0 | $19,968 | $0 | $8,554 | $0 | $563,126 | $0 | $0 | $0 |
| Khori Dastoor | ||||||||||||||
| General Director & CEO | $459,321 | $0 | $32,240 | $0 | $0 | $0 | $6,411 | $0 | $21,716 | $0 | $519,688 | $0 | $0 | $0 |
| Richard Bado | ||||||||||||||
| Director of Artistic Planning | $341,751 | $0 | $0 | $0 | $0 | $0 | $6,900 | $0 | $8,554 | $0 | $357,205 | $0 | $0 | $0 |
| Gregory Robertson | ||||||||||||||
| Managing Dir. of Strategic Campaigns | $324,645 | $0 | $0 | $0 | $0 | $0 | $6,800 | $0 | $23,724 | $0 | $355,169 | $0 | $0 | $0 |
| Jennifer Davenport | ||||||||||||||
| Chief Marketing & Experience Officer | $286,497 | $0 | $10,000 | $0 | $0 | $0 | $5,480 | $0 | $8,554 | $0 | $310,531 | $0 | $0 | $0 |
| Deborah Hirsch | ||||||||||||||
| Chief Philanthropy Officer | $239,788 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,414 | $0 | $257,202 | $0 | $0 | $0 |
| Elizabeth Greer | ||||||||||||||
| CFO | $212,557 | $0 | $15,000 | $0 | $0 | $0 | $4,598 | $0 | $7,612 | $0 | $239,767 | $0 | $0 | $0 |
| Molly Dill | ||||||||||||||
| Chief Operating Officer | $193,390 | $0 | $0 | $0 | $0 | $0 | $4,153 | $0 | $21,622 | $0 | $219,165 | $0 | $0 | $0 |
| David Krohn | ||||||||||||||
| Senior Director of Philanthropy | $176,431 | $0 | $0 | $0 | $0 | $0 | $3,577 | $0 | $8,554 | $0 | $188,562 | $0 | $0 | $0 |
| Kelly Finn | ||||||||||||||
| Senior Dir. of Institutional Giving | $161,428 | $0 | $0 | $0 | $0 | $0 | $3,228 | $0 | $0 | $0 | $164,656 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction items | Desc |
| Contribution | 117 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sales proceeds | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, Description of Organization Mission: | Houston Grand Opera (HGO) is committed to the future of opera through initiatives that engage new audiences and give new artists a stage for their voices to be heard. Through this commitment, we have had the honor of commissioning a plethora of world premieres - both mainstage grand operas and smaller-scale works - as well as hosting the American premieres of several major operas, paving the way for new eras of the art form in all genres, time periods, and languages. Part of Houston Grand Opera's mission to use the arts as a tool for education and social advancement includes our dramaturgy initiatives. Dramaturgy is the development of a performance through conversation, representation, and understanding the greater context of the on-stage elements of an opera. Through lectures, hands-on involvement, and other initiatives, our dramaturg leads our practice as we strive for constant growth at every stage of development. Our commitment to Houston takes us beyond the stage with community and learning programs that nurture a love for the arts for new generations, spark conversations, and make opera accessible to all. The Butler Studio's goal is to develop well-rounded professionals by providing the highest quality training combined with a wide range of performance opportunities. One of the most respected emerging artist programs in the world, the Butler Studio is distinguished from many other programs in the level of integration between Studio members and mainstage artists and production teams. |
| Form 990, Part III, Lina 1a, Organization Mission: | The Core Values of Houston Grand Opera: We believe opera has a vital role to play in the lives of an audience hungry for art, beauty, and meaning. Diversity is no longer just a poetic reference, but a joyous cultural reality the company fully embraces. HGO honors the classic masterworks but also evolves the art form to serve future generations. We believe our creative dreams for Houston Grand Opera are vital to the cultural pulse of this city and add immeasurably to the quality of life of its many communities. All cultures use words and music to tell their distinct stories, and we have the ability to use opera as a connector to join those communities. HGO seeks to be a global leader in the evolution of the art form, by inspiring it, developing it, training people to deliver it, documenting it, and most importantly, composing it. We will identify and train the next generation of gifted artistic, creative and leadership talent who will create opera's future. |
| Form 990, Part VI, Section A, line 1a | The Executive Committee of the Board of Directors consists of the Chairman of the Board, the Senior Chairman of the Board, the Chairman Emeritus of the Board, the Chairman of the Houston Grand Opera Endowment, Inc., the individual or individuals serving in the Office of the General Director, and the Chairs (but not Vice Chairs or Co-Chairs) of all the Standing Committees of the Board of Directors; provided that, at all times, a majority of the members of the Executive Committee shall be members, or ex officio members, of the Board of Directors. The Executive Committee shall exercise all the powers of the Board of Directors in the management of the business of the Association, including the Association's membership in any subsidiary or affiliated non-profit corporation or the Association's stockholding of any business corporation. |
| Form 990, Part VI, Section B, line 11b | Management reviews Form 990 and the Audit Committee and Board of Directors receive a copy before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | At the beginning of each fiscal year, each member of the Board and every officer is provided a copy of the conflict of interest statement to complete. Reminders to complete the form are sent as needed and copies of the statement are provided at Board meetings. |
| Form 990, Part VI, Section B, line 15 | The Management Evaluation and Development Committee of the Board of Directors determines the compensation of the CEO. The compensation of the executive leadership team, including other officers and key employees, is evaluated annually by the General Director & CEO and the Management Evaluation and Development Committee of the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Grand Opera Endowment Inc | ||||||||||
| 510 Preston | Houston | TX | 77002 | 760038314 | Hold, manage Endowment funds for the benefit of HGO | TX | 501(c)(3) | Line 12a, I | Houston Grand Opera Association Inc | Yes (1) |
| Houston Grand Opera Guild Inc | ||||||||||
| 510 Preston | Houston | TX | 77002 | 740016764 | Provide financial and volunteer support for HGO | TX | 501(c)(3) | Line 10 | Houston Grand Opera Association Inc | Yes (1) |
| Wortham Center Operating Company | ||||||||||
| 510 Preston | Houston | TX | 77002 | 760205663 | Provide management support services | TX | 501(c)(3) | Line 12a, I | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Grand Opera Endowment Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,226,447 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
Comments