ACADEMY OF VOCAL ARTS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF VOCAL ARTS (EIN 23-1352001)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-31
- IRS object ID
- 202420319349300902
- Schema version
- 2022v5.0
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-31T09:22:28-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF VOCAL ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 2157351685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT GUZIELEK | PersonNm |
| Person Title | PRESIDENT & ARTISTIC DIRECTOR | PersonTitleTxt |
| Phone | 2157351685 | PhoneNum |
| Signature | 2024-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | GUZIELEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SEKERAK | PreparerPersonNm |
| PTIN | P01395497 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2024-01-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT GUZIELEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,348,836 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AVAOPERA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO DISCOVER & PREPARE PROMISING YOUNG SINGERS FOR SUCCESSFUL INTERNATIONAL CAREERS AS OPERA SOLOISTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,778,453 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,609,098 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $281,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $297,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,054,105 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,441,646 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,521 | PYOtherRevenueAmt |
| CY Other Revenue | -$37,541 | CYOtherRevenueAmt |
| PY Total Revenue | $5,067,502 | PYTotalRevenueAmt |
| CY Total Revenue | $5,310,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $329,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $299,425 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,495,771 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,555,298 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $282,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,383,669 | PYOtherExpensesAmt |
| CY Other Expenses | $1,899,918 | CYOtherExpensesAmt |
| PY Total Expenses | $4,208,740 | PYTotalExpensesAmt |
| CY Total Expenses | $4,754,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $858,762 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $556,269 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,399,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,475,598 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,857,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,781,325 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,542,274 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,694,273 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ACADEMY OF VOCAL ARTS (AVA) IS TO BE THE WORLD'S PREMIER INSTITUTION FOR TRAINING YOUNG ARTISTS AS INTERNATIONAL OPERA SINGERS. THROUGH RIGOROUS INSTRUCTION AND COACHING, AND BY PRESENTATIONS OF RESIDENT ARTISTS FROM AROUND THE WORLD IN FULLY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,407,160 | ExpenseAmt |
| Grant | $299,425 | GrantAmt |
| Revenue | $297,707 | RevenueAmt |
| Desc | ADMISSION INTO AVA'S FOUR-YEAR PROGRAM IS DETERMINED BY HIGHLY COMPETITIVE ANNUAL AUDITIONS. THOSE WHO ARE ACCEPTED RECEIVE TUITION-FREE INTENSIVE TRAINING.(CONTINUED ON SCHEDULE O.)THE ACADEMY OF VOCAL ARTS RETURNED TO FULL OPERA PRODUCTIONS, RECITALS, AND EVENTS IN THE 2022-23 AVA OPERA THEATRE SEASON. AUDIENCES WERE WELCOMED TO THE HELEN CORNING WARDEN THEATRE FOR OCTOBER'S NEW ARTISTS RECITAL, WHERE SIX FIRST-YEAR RESIDENT ARTISTS WERE INTRODUCED. THE NEW RESIDENT ARTISTS HAIL FROM ACROSS THE COUNTRY, CHINA, TURKEY, AND UKRAINE. THE SEASON AGAIN INCLUDED THE GIARGIARI BEL CANTO COMPETITION AT THE KIMMEL CENTER. PAST WINNERS HAVE GONE ON TO WIN SOME OF THE MOST PRESTIGIOUS COMPETITIONS AND THIS YEAR WAS NO EXCEPTION. THE SEASON OFFICIALLY OPENED WITH NOVEMBER'S LA TRAVIATA. TWO RECITALS FOLLOWED IN THE INTERIM TIME BEFORE OUR NEXT FULLY STAGED OPERA: THE FALL RECITAL FEATURED EXCERPTS FROM JANACEK'S KATA KABANOVA, SMETANA'S THE BARTERED BRIDE, AND MARSCHNER'S DER VAMPYR AND THE WINTER RECITAL CONTINUED OUR EXPLORATION OF ART SONG WITH MELODIES DRAMATIQUES FEATURING THE ART SONGS OF FRENCH OPERA COMPOSERS BIZET, MASSENET, GOUNOD, AND OFFENBACH. AUDIENCES AND CRITICS WERE DELIGHTED BY GEATANO DONIZETTI'S COMIC OPERA DON PASQUALE, INCLUDING A HOMETOWN TWIST SET IN MID-1960S SOUTH PHILADELPHIA. THE AVA ORCHESTRA RETURNED IN MARCH FOR BOTH PERFORMANCES OF JUBILATE!, OUR POPULAR ANNUAL CONCERT OF SACRED MUSIC. THE SEASON CONCLUDED WITH MOZART'S DON GIOVANNI IN A RUN OF PERFORMANCES AT AVA, THE HAVERFORD SCHOOL, AND CENTRAL BUCKS SOUTH HIGH SCHOOL IN APRIL AND MAY. NEARLY 2,000 AUDIENCE MEMBERS SAW DON GIOVANNI. | Desc |
| Total Program Service Expenses | $3,407,160 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157351685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| K JAMES MCDOWELL | |||||||
| PRESIDENT & ARTISTIC DIRECTOR | 40.00 | Yes (X) | $165,000 | $0 | $48,557 | ||
| CHRISTOFER MACATSORIS | |||||||
| MUSIC DIRECTOR | 40.00 | $150,000 | $0 | $32,865 | Yes (X) | ||
| SUSAN L MOCK | |||||||
| CFO TO MAY 2023 | 40.00 | Yes (X) | $140,114 | $0 | $22,575 | ||
| SCOTT GUZIELEK | |||||||
| VP AND GENERAL MANAGER | 40.00 | Yes (X) | $146,000 | $0 | $16,049 | ||
| HELEN KIM | |||||||
| DIR, INSTITUTIONAL ADV TO FEB 2023 | 40.00 | $113,333 | $0 | $19,445 | Yes (X) | ||
| BRYAN J HYMEL | |||||||
| VP, GLOBAL/ARTISTIC OUTREACH | 40.00 | $112,800 | $0 | $0 | Yes (X) | ||
| CONSTANTINA CHRISTOU | |||||||
| CFO EFFECTIVE JAN 2023 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD F PITCAIRN II | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN E KANE | |||||||
| VICE CHAIR & TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH E AHL ESQ | |||||||
| VICE CHAIR & SEC TO APR 2023 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR ROMEO ABELLA | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| R RANDOLPH APGAR | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTINE BATCHELOR | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA DONNELLY BENTIVOGLIO | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JUDITH BROUDY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR DANTE CERZA | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ALICE CHASE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KRISTIN DAVIDSON | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LILY FERRY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER GOULD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| I GAIL HOWARD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANTHONY P JANNETTA | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR RICHARD KENT | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK KERSCHNER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NEAL W KROUSE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR DOUGLAS MANION | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH W MCGUIRE ESQ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARLENE MILNER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LATONIA MOORE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR MARIA G VOGIATZI PLESTIS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR SUZANNE ROOT ESQ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR RUTH RYAVE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| COREY SMITH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WALTER M STRINE JR ESQ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD TROXELL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| P JEFFERY WARDEN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GORDON M WASE ESQ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLOTTE H WATTS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARX S SANDY LEOPOLD | |||||||
| DIRECTOR TO JAN 2023 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS B O'ROURKE | |||||||
| DIRECTOR TO APR 2023 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CAROLYN SEIDLE | |||||||
| DIRECTOR TO NOV 2022 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $827,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $307,482 | FundraisingAmt |
| Government Grants | $5,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,296,616 | AllOtherContributionsAmt |
| Noncash Contributions | $366,415 | NoncashContributionsAmt |
| Total Contributions | $2,609,098 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE AND FEES | 711110 | $294,957 | $294,957 |
| HCW THEATER RENTALS | 531190 | $2,750 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $297,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679,405 | TotalRevenueColumnAmt |
| Exclusion | $1,679,405 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,630,544 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $868,303 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,241 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $762,241 | TotalRevenueColumnAmt |
| Exclusion | $762,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,778 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $307,482 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,623 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,845 | TotalRevenueColumnAmt |
| Exclusion | -$37,845 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $304 | TotalRevenueColumnAmt |
| Exclusion | $304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $304 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,310,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $297,707 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,404,105 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,425 | TotalAmt |
| Program Services | $299,425 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,315 | TotalAmt |
| Program Services | $209,620 | ProgramServicesAmt |
| Management And General | $379,695 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,731 | TotalAmt |
| Program Services | $1,349,079 | ProgramServicesAmt |
| Management And General | $83,729 | ManagementAndGeneralAmt |
| Fundraising | $172,923 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,475 | TotalAmt |
| Program Services | $59,300 | ProgramServicesAmt |
| Management And General | $3,709 | ManagementAndGeneralAmt |
| Fundraising | $4,466 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,612 | TotalAmt |
| Program Services | $115,649 | ProgramServicesAmt |
| Management And General | $4,427 | ManagementAndGeneralAmt |
| Fundraising | $9,536 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,165 | TotalAmt |
| Program Services | $118,498 | ProgramServicesAmt |
| Management And General | $32,731 | ManagementAndGeneralAmt |
| Fundraising | $11,936 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,544 | TotalAmt |
| Management And General | $68,544 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,532 | TotalAmt |
| Program Services | $239,185 | ProgramServicesAmt |
| Management And General | $55,347 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,193 | TotalAmt |
| Program Services | $97,193 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,272 | TotalAmt |
| Program Services | $6,039 | ProgramServicesAmt |
| Management And General | $21,233 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,403 | TotalAmt |
| Program Services | $57,772 | ProgramServicesAmt |
| Management And General | $18,790 | ManagementAndGeneralAmt |
| Fundraising | $24,841 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,211 | TotalAmt |
| Program Services | $84,211 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,256 | TotalAmt |
| Management And General | $37,256 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,991 | TotalAmt |
| Program Services | $100,902 | ProgramServicesAmt |
| Management And General | $3,089 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,979 | TotalAmt |
| Program Services | $247,979 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,950 | TotalAmt |
| Program Services | $54,534 | ProgramServicesAmt |
| Management And General | $8,416 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER ADMIN. EXP. | $346,344 | $346,344 | ||
| OTHER PRODUCTION EXP. | $324,229 | $324,229 | ||
| OTHER FUNDRAISING EXP. | $58,809 | $58,809 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,205 | TotalAmt |
| Program Services | $43,545 | ProgramServicesAmt |
| Management And General | $1,660 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,754,641 | TotalAmt |
| Program Services | $3,407,160 | ProgramServicesAmt |
| Management And General | $1,064,970 | ManagementAndGeneralAmt |
| Fundraising | $282,511 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,843 | BOYAmt |
| EOY | $165,086 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,786 | BOYAmt |
| EOY | $125,503 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,532 | BOYAmt |
| EOY | $177,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,036 | BOYAmt |
| EOY | $2,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,101 | BOYAmt |
| EOY | $33,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,676,083 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,586,421 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,258,222 | BOYAmt |
| EOY | $4,089,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,365,726 | BOYAmt |
| EOY | $33,366,468 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,002,231 | BOYAmt |
| EOY | $8,515,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,399,477 | BOYAmt |
| EOY | $46,475,598 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,123 | BOYAmt |
| EOY | $29,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,756 | BOYAmt |
| EOY | $51,326 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,739,471 | BOYAmt |
| EOY | $2,577,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,853 | BOYAmt |
| EOY | $123,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,203 | BOYAmt |
| EOY | $2,781,325 | 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 | $16,542,376 | BOYAmt |
| EOY | $17,141,110 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,999,898 | BOYAmt |
| EOY | $26,553,163 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,542,274 | BOYAmt |
| EOY | $43,694,273 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,399,477 | BOYAmt |
| EOY | $46,475,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $556,269 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,145,670 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $450,060 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,403,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,494,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,023,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,778,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,609,098 | CurrentTaxYearAmt |
| Total | $14,309,115 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,403,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,494,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,023,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,778,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,609,098 | CurrentTaxYearAmt |
| Total | $14,309,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $703,326 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,605,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,428,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,400,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,052,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,402,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,679,405 | CurrentTaxYearAmt |
| Total | $6,962,822 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,700 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,712 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304 | CurrentTaxYearAmt |
| Total | $3,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,290,113 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,188,569 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 1,135. 2019 AMOUNT: $ 253. 2020 AMOUNT: $ 252. 2021 AMOUNT: $ 1,520. 2022 AMOUNT: $ 304. | ExplanationTxt |
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 | $31,365,726 | BeginningYearBalanceAmt |
| Contributions | $205,425 | ContributionsAmt |
| Investment Earnings Or Losses | $3,562,742 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $299,425 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,468,000 | OtherExpendituresAmt |
| End Year Balance | $33,366,468 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,674,940 | BeginningYearBalanceAmt |
| Contributions | $460,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,355,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $329,300 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,085,000 | OtherExpendituresAmt |
| End Year Balance | $31,365,726 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,217,061 | BeginningYearBalanceAmt |
| Contributions | $1,472,200 | ContributionsAmt |
| Investment Earnings Or Losses | $8,285,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $338,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $962,200 | OtherExpendituresAmt |
| End Year Balance | $37,674,940 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,364,083 | BeginningYearBalanceAmt |
| Contributions | $204,456 | ContributionsAmt |
| Investment Earnings Or Losses | $1,247,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $262,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,337,456 | OtherExpendituresAmt |
| End Year Balance | $29,217,061 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,911,301 | BeginningYearBalanceAmt |
| Contributions | $236,029 | ContributionsAmt |
| Investment Earnings Or Losses | $1,820,582 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $278,975 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,324,854 | OtherExpendituresAmt |
| End Year Balance | $29,364,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46403 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53597 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $448,000 | OtherCostOrOtherBasisAmt |
| Book Value | $448,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,347,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,961,615 | DepreciationAmt |
| Book Value | $3,386,113 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,116 | DepreciationAmt |
| Book Value | $8,563 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $746,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $530,325 | DepreciationAmt |
| Book Value | $216,450 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,365 | DepreciationAmt |
| Book Value | $30,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,089,662 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $8,452,291 |
| RIGHT-OF-USE ASSETS | $63,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,515,867 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $121,023 |
| GIFT ANNUITY CONTRACT PAYABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $123,023 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,007,719 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,145,670 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $450,060 | OtherRevenueAmt |
| Revenue Not Reported | $1,595,730 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,411,989 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $68,544 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$169,623 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$101,079 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,310,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,853,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $169,623 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $169,623 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,683,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $68,544 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,500 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $71,044 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,754,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRIMARY OBJECTIVE OF THE INVESTMENT MANAGEMENT OF THE ENDOWMENT IS TO PRESERVE OR INCREASE ITS REAL PURCHASING POWER OVER TIME WHILE PROVIDING A RELATIVELY STABLE AND CONSTANT STREAM OF CASH DISTRIBUTIONS FOR USE IN THE CURRENT OPERATIONS OF THE ACADEMY. |
| PART X, LINE 2: | AVA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AVA FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS APPLICATION OF THE STANDARD HAS NO EFFECT ON AVA'S FINANCIAL STATEMENTS. AVA'S FORM 990 RETURN FOR THE YEAR ENDED JUNE 30, 2014 WAS AUDITED BY THE INTERNAL REVENUE SERVICE (IRS). THE RESULT OF THE AUDIT WAS THE IRS ACCEPTED THE RETURN AS FILED AND AVA CONTINUES TO QUALIFY FOR EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS 450,060. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES -169,623. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 169,623. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DEPRECIATION EXPENSE 2,500. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMINATION POLICIES ARE PUBLISHED IN THE AVA'S STUDENT GUIDELINES, CONTAINED IN THE PUBLISHED BROCHURE AND ON THE WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE AVA RECEIVED A GRANT FROM A QUASI-GOVERNMENTAL ORGANIZATION, THE PENNSYLVANIA COUNCIL ON THE ARTS. THE AMOUNT OF THIS GRANT FOR THE FISCAL YEAR WAS $5,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $280,986 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $196,690 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,296 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,338 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $48,836 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $20,501 | OtherDirectExpensesEvent1Amt |
| Event2 | OPENING NIGHT | Event2Nm |
| Gross Receipts Event2 | $71,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,805 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,345 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $28,737 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,007 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $87,124 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $60,987 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,137 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $25,708 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,501 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,495 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $439,260 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $307,482 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,778 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,338 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $103,281 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,001 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,003 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,623 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,845 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT FELLOWSHIP AWARDS | 21 | $287,425 |
| STUDENT SUMMER STUDY GRANTS | 6 | $12,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MERIT-BASED FELLOWSHIPS ARE GRANTED TO RESIDENT ARTISTS TO OFFSET THE COST OF LIVING EXPENSES WHILE ATTENDING AVA. THE AMOUNTS ARE DETERMINED ANNUALLY AND PAID MONTHLY. SUMMER STUDY GRANTS ARE PROVIDED FOR APPROVED IMMERSION PROGRAMS. PROOF OF ACCEPTANCE IN THE PROGRAM AND ATTENDANCE ARE PROVIDED TO AVA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| K JAMES MCDOWELL | ||||||||||||||
| PRESIDENT & ARTISTIC DIRECTOR | $165,000 | $0 | $0 | $0 | $0 | $0 | $8,250 | $0 | $40,307 | $0 | $213,557 | $0 | $0 | $0 |
| CHRISTOFER MACATSORIS | ||||||||||||||
| MUSIC DIRECTOR | $150,000 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $25,365 | $0 | $182,865 | $0 | $0 | $0 |
| SUSAN L MOCK | ||||||||||||||
| CFO TO MAY 2023 | $140,114 | $0 | $0 | $0 | $0 | $0 | $7,006 | $0 | $15,569 | $0 | $162,689 | $0 | $0 | $0 |
| SCOTT GUZIELEK | ||||||||||||||
| VP AND GENERAL MANAGER | $146,000 | $0 | $0 | $0 | $0 | $0 | $7,300 | $0 | $8,749 | $0 | $162,049 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $366,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | STAGED PROFESSIONAL OPERA PRODUCTIONS, AS WELL AS CONCERTS, ORATORIOS, PUBLIC PROGRAMS, THE ACADEMY WILL TRAIN ARTISTS WITH THE HIGHEST POTENTIAL FOR CAREER SUCCESS WHILE ENRICHING LIVES IN PHILADELPHIA AND BEYOND. THE PERFORMING EXPERIENCE IS THE KEY COMPONENT IN AVA'S TRAINING OF OUTSTANDING SINGERS AND THAT WHICH DISTINGUISHES IT FROM OTHER MUSIC/OPERA TRAINING PROGRAMS. THE SELECTED OPERAS FOR PUBLIC PERFORMANCES ARE DETERMINED BY THE UNIQUE QUALITIES OF OUR RESIDENT ARTISTS' VOICES, HELPING THEM BUILD REPERTOIRE FOR A CAREER IN OPERA AND VOCAL PERFORMANCE AND PROVIDING TECHNICALLY CHALLENGING BUT ACHIEVABLE ARTISTIC GROWTH. OUR UNIQUE APPROACH GUARANTEES THAT OUR RESIDENT ARTISTS GRADUATE WITH A MINIMUM OF 8 LEAD ROLES IN THEIR REPERTOIRE. THE OVERALL QUALITY OF OUR TRAINING AND PERFORMANCE EXPERIENCE HAS ALLOWED RESIDENT ARTISTS TO STEP ONTO MAJOR OPERA HOUSE STAGES WITH GREAT CONFIDENCE IMMEDIATELY UPON GRADUATION, IF NOT BEFORE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED IN DETAIL BY THE CFO AND THEN SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW. UPON APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR AT THE SEPTEMBER BOARD MEETING, A CONFLICT OF INTEREST STATEMENT IS DISTRIBUTED TO EACH BOARD MEMBER AND KEY EMPLOYEE TO COMPLETE AND SIGN. THE SIGNED DOCUMENTS ARE SUBMITTED TO THE DEVELOPMENT ASSOCIATE, WHO MAINTAINS THE DOCUMENTS AND ENSURES COMPLETION BY EACH BOARD MEMBER AND KEY EMPLOYEE. ANY ABSENT BOARD MEMBER OR KEY EMPLOYEE RECEIVES THE FORM VIA EMAIL. POTENTIAL CONFLICTS ARE PROVIDED TO THE VICE CHAIR AND SECRETARY OF THE BOARD TO DETERMINE WITH THE BOARD CHAIRMAN IF ANY ACTUAL CONFLICTS EXIST. ANYONE DEEMED TO HAVE A CONFLICT SHALL NOT VOTE OR USE ANY PERSONAL INFLUENCE IN REGARD TO THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE DISCLOSURE WAS MADE AND SUCH BOARD MEMBER OR KEY EMPLOYEE ABSTAINED FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVA PUBLISHES ITS FORM 990 ON ITS WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVA MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AND PUBLISHES ITS FINANCIAL STATEMENTS ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS 450,060. |