LYRIC OPERA OF CHICAGO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LYRIC OPERA OF CHICAGO (EIN 36-6008929)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202411349349302141
- 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 F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:14:54+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 366008929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lyric Opera of Chicago | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYRI | BusinessNameControlTxt |
| Phone | 3123322244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N Wacker Drive 860 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roberta Lane | PersonNm |
| Person Title | Asst Treasurer/CFAO | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Vincente | PersonFirstNm |
| Person Last | Milianti | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Freud | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N Wacker Drive 860 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $147,214,818 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lyricopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Lyric Opera of Chicago exists to provide a broad, deep, and relevant cultural service to the Chicago region and the nation and to advance the development of the art form of opera. | ActivityOrMissionDesc |
| Voting Members Governing Body | 97 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 94 | VotingMembersIndependentCnt |
| Total Employee | 1048 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $421,429 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $116,264 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,174,395 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,366,098 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,830,724 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,549,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,301,969 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,909,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,059,812 | PYOtherRevenueAmt |
| CY Other Revenue | $1,920,088 | CYOtherRevenueAmt |
| PY Total Revenue | $78,366,900 | PYTotalRevenueAmt |
| CY Total Revenue | $59,745,832 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,579,844 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,333,371 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $50,635 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $70,209 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,644,925 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,630,273 | PYOtherExpensesAmt |
| CY Other Expenses | $34,419,076 | CYOtherExpensesAmt |
| PY Total Expenses | $70,260,752 | PYTotalExpensesAmt |
| CY Total Expenses | $85,822,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,106,148 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$26,076,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $283,616,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,846,836 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,777,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,947,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $195,839,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $185,899,111 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We believe in the life-changing, transformational, revelatory power of great art and opera. Lyric Opera of Chicago exists to provide a broad, deep, and relevant cultural service to the Chicago region and the nation, and to advance the development of the art form of opera by: - Producing and performing consistently thrilling, world-class opera, with a balanced repertoire that encompasses core classics, lesser-known masterpieces, and new works. - Creating a diverse, innovative, wide-ranging program of community engagement and education activities that reaches the widest possible public. - Developing exceptional emerging operatic talent. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,094,261 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,523,242 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR, 51 OPERA PERFORMANCES, 26 PERFORMANCES OF ONE MUSICAL, AND 1 CONCERT WERE PERFORMED BY LYRIC OPERA OF CHICAGO. THESE PERFORMANCES WERE ATTENDED BY APPROXIMATELY 177,672 PEOPLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,294,809 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LYRIC UNLIMITED, AN INITIATIVE OF LYRIC OPERA OF CHICAGO, OFFERS A MULTIFACETED PROGRAM OF EXPANDED COMMUNITY ENGAGEMENT AND ARTISTIC INITIATIVES AND INCLUDES LYRIC'S LONGSTANDING EDUCATIONAL PROGRAMS. LYRIC SEEKS TO ENRICH THE LIVES OF CHICAGO-AREA CHILDREN AND ADULTS THROUGH HIGH-QUALITY, ACCESSIBLE ARTS EDUCATION, WHICH FOCUSES ON CULTIVATING A LIFELONG APPRECIATION OF OPERA AND CREATING AUDIENCES FOR THE FUTURE. LYRIC'S SCHOOL PROGRAMS EMBRACE ARTS EDUCATION AS A CORE SUBJECT AND PROMOTE CROSS-CURRICULAR INTEGRATION WHILE FULFILLING STATE LEARNING STANDARDS. COMMUNITY PROGRAMS PROVIDE EDUCATION ON A VARIETY OF LEVELS, FROM NOVICE TO EXPERT, WHICH HEIGHTEN THE OPERA-GOING EXPERIENCE. 29 YOUTH AND ADULT PROGRAMS WERE HELD THROUGHOUT THE YEAR. ATTENDANCE FOR THESE EDUCATIONAL ACTIVITIES TOTALED APPROXIMATELY 29,274. PLEASE NOTE, AS REQUIRED BY THE INSTRUCTIONS, THE REVENUE DISCLOSED HERE DOES NOT INCLUDE CONTRIBUTED REVENUE FOR THESE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $153,519 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,746 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR, THERE WERE 6 PRESENTATIONS AND EVENTS HELD IN THE FACILITY WITH TOTAL ATTENDANCE OF APPROXIMATELY 3,840 PEOPLE. ADDITIONALLY, DINING SPACE WAS USED BY BUILDING MANAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,542,589 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 230 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1048 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 97 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 94 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vincente Milianti | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123322244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N Wacker Drive No 860 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (113 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Anthony Freud | |||||||
| General Director, President & CEO | 40.0 | Yes (X) | Yes (X) | $724,802 | $0 | $42,030 | |
| Dan Grossman | |||||||
| Treasurer | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Ormesher | |||||||
| Executive Committee Chair | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Donna Van Eekeren | |||||||
| Secretary | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James L Alexander | |||||||
| Vice-Chair | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Shirley W Ryan | |||||||
| Vice-Chair | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sylvia Neil | |||||||
| Chair | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William C Vance | |||||||
| Vice-Chair | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Allan B Muchin | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Allan Drebin | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Allan E Bulley III | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Amy Carbone | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrew J McKenna | |||||||
| Trustee (Until Feb 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Anna Paglia | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Blythe J McGarvie | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Brenda M Shapiro | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Brenda Robinson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Bryan Traubert | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles Droege | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Chaz Ebert | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Cherryl Thomas | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Christine Schyvinck | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Craig C Martin | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Dan Draper | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| David Carpenter | |||||||
| Trustee (Until July 2022) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Don M Randel | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Elke Rehbock | |||||||
| Trustee (Until Dec 2022) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Elliot E Hirsch | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Enrique Mazzola | |||||||
| Vice - Chair & Music Director | 40.0 | Yes (X) | $412,248 | $0 | $0 | ||
| Eric S Smith | |||||||
| Vice - Chair | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Ethel C Gofen | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Francesca Cornelli | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Frank B Modruson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Haase | |||||||
| Trustee (Beg April 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gregory J O'Leary | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gregory Jones | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| H Gael Neeson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| J Thomas Hurvis | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| James E Fellowes | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jane Chu | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jane DiRenzo Pigott | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey C Neal | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jodi Hochberger Rubenstein | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John D Nichols | |||||||
| Trustee (Until June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John E Butler | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John P Amboian | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Lewis | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jose L Prado | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Josef Lakonishok | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Rubinelli Jr | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Baskes | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Freeman-Wilson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Z Gray-Krehbiel | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Katherine A Abelson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Smith | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kip Kelley II | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Larry A Barden | |||||||
| Trustee (Until Oct 2022) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Laura DeFelice | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Bay | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Lester Crown | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda K Myers | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Lois Eisen | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Lori A Komisar | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Maria Green | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Marion Cameron-Gray | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Marsha Cruzan | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Marsha Serlin | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew A Fisher | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew J Parr | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Melvin Gray | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael P Cole | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Mimi Mitchell | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Santi | |||||||
| Trustee (Beg June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Searle | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nasrin Thierer | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Neil Kawashima | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Olivia Tyrrell | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Olufunmilayo I Olopade MD | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Orit Carpenter | |||||||
| Trustee (Beg Dec 2022) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Pam Szokol | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul F Anderson | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Penelope R Steiner | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph Hasbun | |||||||
| Trustee (Beg Sept 2022) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard Ryan | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard W Colburn | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard W Shepro | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert B Ford | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert J McCullen | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Roberta L Washlow | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Ann M Gillis | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Samir Mayekar | |||||||
| Trustee (Beg June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Cozad | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Santi | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Sharon F Oberlander | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Sonia Florian | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Kaplan | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven L Fradkin | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Morrison | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Tanya Polsky | |||||||
| Trustee (Beg June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Vikram Karnani | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Vinay Couto | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| William A Osborn | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Drew Landmesser | |||||||
| Chief Operating Officer & Deputy General Director | 40.0 | Yes (X) | $439,271 | $0 | $38,720 | ||
| Elizabeth Hurley | |||||||
| Asst Secretary, Chief Advancement Officer | 40.0 | Yes (X) | $472,008 | $0 | $47,161 | ||
| Matthew Ozawa | |||||||
| Chief Artistic Administration Officer | 40.0 | Yes (X) | $161,149 | $0 | $21,160 | ||
| Paul Gunning | |||||||
| Vice President & Chief Marketing Officer | 40.0 | Yes (X) | $249,861 | $0 | $38,072 | ||
| Roberta Lane | |||||||
| Asst Treasurer/CFAO (until Dec 2022) | 40.0 | Yes (X) | $445,614 | $0 | $39,133 | ||
| Vincente Milianti | |||||||
| Asst Treasurer/CFAO (beg Jan 2023) | 40.0 | Yes (X) | $179,126 | $0 | $32,849 | ||
| Anna Mattson | |||||||
| Vice President of Development | 40.0 | $180,787 | $0 | $23,960 | Yes (X) | ||
| Joe Dockweiler | |||||||
| Master Carpenter | 40.0 | $190,959 | $0 | $69,797 | Yes (X) | ||
| Kathleen Sheehan | |||||||
| Vice President for Principal Gifts | 40.0 | $236,234 | $0 | $31,579 | Yes (X) | ||
| Michael Black | |||||||
| Chorus Director & Head of Music | 40.0 | $211,082 | $0 | $11,923 | Yes (X) | ||
| Michael Reilly | |||||||
| Head Stagehand | 40.0 | $182,844 | $0 | $61,598 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,085,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $457,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 69 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Anchor Mechanical Inc | |||||
| 255 N California Ave | Chicago | IL | 60612 | HVAC/Plumbing | $1,491,061 |
| Allied Integrated Marketing | |||||
| 55 Cambridge Parkway Suite 200 | Cambridge | MA | 02142 | Advertising Agency | $1,248,140 |
| Calihan Catering | |||||
| 833 W HAINES ST | Chicago | IL | 60622 | Catering | $748,554 |
| Navigator Topco LP | |||||
| 401 W Lincoln Ave | Lititz | PA | 17543 | Machining manufacturer | $678,611 |
| Metropolitan Opera Association Inc | |||||
| 30 LINCOLN CENTER | New York | NY | 10023 | Production Payments | $544,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,095,193 | FundraisingAmt |
| Government Grants | $2,096,268 | GovernmentGrantsAmt |
| All Other Contributions | $28,174,637 | AllOtherContributionsAmt |
| Noncash Contributions | $2,491,425 | NoncashContributionsAmt |
| Total Contributions | $33,366,098 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711190 | $18,743,399 | $18,743,399 |
| TICKET HNDLG/EXCHG FEES | 711190 | $1,279,571 | $1,279,571 |
| PRODUCTION RENTALS/CO-PRODUCTION INCOME | 711190 | $380,059 | $380,059 |
| FACILITIES EVENTS FEES | 900099 | $26,746 | $26,746 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,549,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,231,725 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $158,361 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,073,364 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,577,591 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,577,591 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577,591 | TotalRevenueColumnAmt |
| Exclusion | $1,577,591 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,159,632 | SecuritiesAmt |
| Other | -$5,117 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,476,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,683,050 | SecuritiesAmt |
| Other | -$5,117 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,677,933 | TotalRevenueColumnAmt |
| Exclusion | $1,677,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,195,349 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,095,193 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,504,051 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,308,702 | TotalRevenueColumnAmt |
| Exclusion | -$1,308,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,676,576 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $488,353 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,188,223 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,575 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,186,648 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTY RECEPTION INCOME | 900099 | $258,666 | $258,666 | |
| RESTAURANT income | 900099 | $40,413 | $40,413 | |
| COAT CHECK REVENUE | 900099 | $38,354 | $0 | $38,354 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $122,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $462,976 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,745,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,549,988 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $421,429 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,408,317 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,246,807 | TotalAmt |
| Program Services | $718,759 | ProgramServicesAmt |
| Management And General | $1,623,877 | ManagementAndGeneralAmt |
| Fundraising | $904,171 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,020 | TotalAmt |
| Program Services | $16,020 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,087,663 | TotalAmt |
| Program Services | $30,205,333 | ProgramServicesAmt |
| Management And General | $2,449,727 | ManagementAndGeneralAmt |
| Fundraising | $2,432,603 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,367,233 | TotalAmt |
| Program Services | $3,108,588 | ProgramServicesAmt |
| Management And General | $151,622 | ManagementAndGeneralAmt |
| Fundraising | $107,023 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,997,742 | TotalAmt |
| Program Services | $5,475,266 | ProgramServicesAmt |
| Management And General | $243,737 | ManagementAndGeneralAmt |
| Fundraising | $278,739 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,617,906 | TotalAmt |
| Program Services | $3,112,761 | ProgramServicesAmt |
| Management And General | $264,961 | ManagementAndGeneralAmt |
| Fundraising | $240,184 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,521 | TotalAmt |
| Program Services | $312,938 | ProgramServicesAmt |
| Management And General | $210,583 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,225 | TotalAmt |
| Management And General | $244,225 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,209 | TotalAmt |
| Fundraising | $70,209 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,087 | TotalAmt |
| Management And General | $1,088,740 | ManagementAndGeneralAmt |
| Fundraising | $4,347 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,672,381 | TotalAmt |
| Program Services | $4,817,101 | ProgramServicesAmt |
| Management And General | $715,397 | ManagementAndGeneralAmt |
| Fundraising | $139,883 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498,798 | TotalAmt |
| Program Services | $2,406,018 | ProgramServicesAmt |
| Management And General | $6,391 | ManagementAndGeneralAmt |
| Fundraising | $86,389 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,283 | TotalAmt |
| Program Services | $1,326,157 | ProgramServicesAmt |
| Management And General | $347,183 | ManagementAndGeneralAmt |
| Fundraising | $175,943 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,922 | TotalAmt |
| Program Services | $108,854 | ProgramServicesAmt |
| Management And General | $1,186,269 | ManagementAndGeneralAmt |
| Fundraising | $8,799 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,723 | TotalAmt |
| Program Services | $958,723 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,503,595 | TotalAmt |
| Program Services | $2,289,155 | ProgramServicesAmt |
| Management And General | $133,250 | ManagementAndGeneralAmt |
| Fundraising | $81,190 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,517 | TotalAmt |
| Program Services | $1,182,713 | ProgramServicesAmt |
| Management And General | $155,832 | ManagementAndGeneralAmt |
| Fundraising | $213,972 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,578 | TotalAmt |
| Program Services | $14,030 | ProgramServicesAmt |
| Management And General | $7,658 | ManagementAndGeneralAmt |
| Fundraising | $6,890 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,911,060 | TotalAmt |
| Program Services | $2,597,423 | ProgramServicesAmt |
| Management And General | $297,451 | ManagementAndGeneralAmt |
| Fundraising | $16,186 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,463,821 | TotalAmt |
| Program Services | $4,250,752 | ProgramServicesAmt |
| Management And General | $213,069 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,105 | TotalAmt |
| Program Services | $940,948 | ProgramServicesAmt |
| Management And General | $125,618 | ManagementAndGeneralAmt |
| Fundraising | $5,539 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $5,478,561 | $5,478,261 | $300 | |
| CHARGE CARD FEES | $623,891 | $566,056 | $80 | $57,755 |
| RESTAURANT | $342,235 | $8,415 | $23,401 | $310,419 |
| Bad Debt | $133,093 | $53,546 | $79,547 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,680 | TotalAmt |
| Program Services | $648,318 | ProgramServicesAmt |
| Management And General | $92,225 | ManagementAndGeneralAmt |
| Fundraising | $425,137 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,822,656 | TotalAmt |
| Program Services | $70,542,589 | ProgramServicesAmt |
| Management And General | $9,635,142 | ManagementAndGeneralAmt |
| Fundraising | $5,644,925 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550,451 | BOYAmt |
| EOY | $7,885,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,447 | BOYAmt |
| EOY | $894,548 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,323,064 | BOYAmt |
| EOY | $26,376,368 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,154 | BOYAmt |
| EOY | $431,130 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,316 | BOYAmt |
| EOY | $9,298 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,111,146 | BOYAmt |
| EOY | $3,766,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,089,997 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,724,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,745,536 | BOYAmt |
| EOY | $40,365,475 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,056,614 | BOYAmt |
| EOY | $47,694,066 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,457,245 | BOYAmt |
| EOY | $142,374,609 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,250 | BOYAmt |
| EOY | $49,881 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,616,223 | BOYAmt |
| EOY | $269,846,836 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,656,920 | BOYAmt |
| EOY | $7,586,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,180,323 | BOYAmt |
| EOY | $7,844,469 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,800,000 | BOYAmt |
| EOY | $65,800,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,139,878 | BOYAmt |
| EOY | $2,717,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,777,121 | BOYAmt |
| EOY | $83,947,725 | 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 | $89,333,511 | BOYAmt |
| EOY | $82,917,791 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,505,591 | BOYAmt |
| EOY | $102,981,320 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,839,102 | BOYAmt |
| EOY | $185,899,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,616,223 | BOYAmt |
| EOY | $269,846,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$26,076,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,427,918 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$291,085 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $39,120,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,568,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,854,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,174,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,366,098 | CurrentTaxYearAmt |
| Total | $199,083,676 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,120,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,568,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,854,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,174,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,366,098 | CurrentTaxYearAmt |
| Total | $199,083,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,887,190 | SubstantialContributorsTotAmt |
| Public Support Total170 | $176,196,486 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,804,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,260,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,980,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,469,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,809,316 | CurrentTaxYearAmt |
| Total | $17,324,639 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,264 | CurrentTaxYearAmt |
| Total | $277,118 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,216,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $652,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,069 | CurrentTaxYearAmt |
| Total | $2,321,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $219,006,442 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $85,644,869 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8045 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7968 | 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 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - DINING SPACES, COLUMN A - 853776.0, COLUMN B - 495871.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1349647.0; DESCRIPTION - OTHER, COLUMN A - 362961.0, COLUMN B - 156584.0, COLUMN C - 102179.0, COLUMN D - 188569.0, COLUMN E - 161069.0, COLUMN F - 971362.0; | 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 | $62,627,889 | BeginningYearBalanceAmt |
| Contributions | $1,168,514 | ContributionsAmt |
| Investment Earnings Or Losses | $7,481,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,169,699 | OtherExpendituresAmt |
| Administrative Expenses | $400,507 | AdministrativeExpensesAmt |
| End Year Balance | $67,707,897 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,051,058 | BeginningYearBalanceAmt |
| Contributions | $5,161,427 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,039,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,551,173 | OtherExpendituresAmt |
| Administrative Expenses | $993,891 | AdministrativeExpensesAmt |
| End Year Balance | $62,627,889 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,197,208 | BeginningYearBalanceAmt |
| Contributions | $4,364,692 | ContributionsAmt |
| Investment Earnings Or Losses | $14,419,253 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,405,839 | OtherExpendituresAmt |
| Administrative Expenses | $524,256 | AdministrativeExpensesAmt |
| End Year Balance | $68,051,058 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,986,095 | BeginningYearBalanceAmt |
| Contributions | $271,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$138,918 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,514,315 | OtherExpendituresAmt |
| Administrative Expenses | $407,266 | AdministrativeExpensesAmt |
| End Year Balance | $52,197,208 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,392,183 | BeginningYearBalanceAmt |
| Contributions | $75,467 | ContributionsAmt |
| Investment Earnings Or Losses | $2,399,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,516,320 | OtherExpendituresAmt |
| Administrative Expenses | $364,797 | AdministrativeExpensesAmt |
| End Year Balance | $54,986,095 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $696,577 | OtherCostOrOtherBasisAmt |
| Book Value | $696,577 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,951,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,955,001 | DepreciationAmt |
| Book Value | $30,996,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,481,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,717,217 | DepreciationAmt |
| Book Value | $7,763,995 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,960,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,052,304 | DepreciationAmt |
| Book Value | $908,290 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,365,475 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Hedged Equities- Non-Publicly | $11,923,815 | F |
| Absolute Return- Non-Publicly Traded | $17,308,919 | F |
| Equities- Non-Publicly Traded | $95,213,800 | F |
| Real Assets- Non-Publicly Traded | $12,909,515 | F |
| Assets Held in Trust | $5,018,560 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $142,374,609 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $400,509 |
| Interest Rate Swap Contract | $2,316,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,717,236 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,565,153 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,427,918 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $458,386 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | -$2,536,477 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $2,562,581 | OtherRevenueAmt |
| Revenue Not Reported | $16,912,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,652,745 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,093,087 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,093,087 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,745,832 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $85,505,144 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $458,386 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $317,189 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $775,575 | ExpensesNotReportedAmt |
| Expenses Subtotal | $84,729,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,093,087 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,093,087 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $85,822,656 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Opera's endowment is comprised of donor-restricted endowment funds. Related net assets are classified and reported based on the existence or absence of donor-imposed restrictions. The Opera's Board of Directors has approved a spending policy which allows for the transfer of 5% of the average of the market values of the trailing twelve quarter balance of the managed portfolio at December 31 of the previous fiscal year, including endowment balances, to be used to support operations and fund debt service. The spending rate approximates the return objective of the fund allowing for the preservation of purchasing power and growth of the managed portfolio through investment returns in excess of the objective and new gifts. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Opera is exempt from federal income taxes under the provisions of Section 501(C)(3) of the Internal Revenue Code. The Opera has concluded there were no material uncertain tax positions nor does the Opera expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Opera does not have nor does it anticipate any interest and penalties related to unrecognized tax positions in interest and income tax expense as of June 30, 2023 and June 30, 2022. There are no ongoing federal, state or local audits. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | UNREALIZED GAIN - INTEREST RATE SWAP - 2260613 COST OF GOODS SOLD - 340421 DISPOSAL OF FIXED ASSET - 5117 FUNDRAISING ACTIVITIES - -43570 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | CHANGE IN SEVERANCE PLANS' VALUATION - 15221 COST OF GOODS SOLD - 340421 DISPOSAL OF FIXED ASSET - 5117 FUNDRAISING EXPENSES - -43570 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $20,491,703 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Artistic/Production Costs | $949,786 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $3,420,097 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | N/A | $106,647 |
| North America (Canada & Mexico only) | 0 | 0 | Fundraising | N/A | $3,809 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | ARTISTIC/PRODUCTION COSTS | $524,152 |
| North America (Canada & Mexico only) | 0 | 0 | Management & Gen'l - Information Technology Costs | N/A | $54,421 |
| Russia and Neighboring States | 0 | 0 | Program Services | ARTISTIC/PRODUCTION COSTS | $154,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $25,705,584 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $25,705,584 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A Teleservices Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W Century Blvd Suite 300 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundraising | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $81,057 | GrossReceiptsAmt |
| Retained By Contractor | $70,209 | RetainedByContractorAmt |
| Net To Organization | $10,848 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $81,057 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $70,209 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $10,848 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Wine Auction | Event1Nm |
| Gross Receipts Event1 | $2,567,315 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,842,126 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $725,189 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $138,123 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $207,211 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,043,324 | OtherDirectExpensesEvent1Amt |
| Event2 | Opening Night | Event2Nm |
| Gross Receipts Event2 | $1,129,187 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,102,897 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,290 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $55,763 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $65,783 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $20,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $245,885 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $594,040 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $150,170 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $443,870 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $68,910 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $128,023 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $111,398 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $419,431 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,290,542 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,095,193 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,195,349 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $262,796 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $401,017 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $131,598 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,708,640 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,504,051 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,308,702 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part II Line 11 Net Income | FormAndLineReferenceDesc |
| Explanation | The mechanics of schedule G require that we remove charitable contributions collected at the special event, in order to determine income or loss on events. $3.1 Million of charitable contributions were collected (Schedule G, Part II line 2) for a true net income of $1.8 Million collected at these events. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anthony Freud | ||||||||||||||
| General Director, President & CEO | $617,584 | $0 | $0 | $0 | $107,218 | $0 | $20,048 | $0 | $21,982 | $0 | $766,832 | $0 | $27,000 | $0 |
| Enrique Mazzola | ||||||||||||||
| Vice - Chair & Music Director | $412,248 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $412,248 | $0 | $0 | $0 |
| Elizabeth Hurley | ||||||||||||||
| Asst Secretary, Chief Advancement Officer | $385,256 | $0 | $0 | $0 | $86,752 | $0 | $20,048 | $0 | $27,113 | $0 | $519,169 | $0 | $0 | $0 |
| Roberta Lane | ||||||||||||||
| Asst Treasurer/CFAO (until Dec 2022) | $343,908 | $0 | $0 | $0 | $101,706 | $0 | $20,048 | $0 | $19,085 | $0 | $484,747 | $0 | $0 | $0 |
| Drew Landmesser | ||||||||||||||
| Chief Operating Officer & Deputy General Director | $317,453 | $0 | $0 | $0 | $121,818 | $0 | $18,669 | $0 | $20,051 | $0 | $477,991 | $0 | $0 | $0 |
| Paul Gunning | ||||||||||||||
| Vice President & Chief Marketing Officer | $249,420 | $0 | $0 | $0 | $441 | $0 | $9,744 | $0 | $28,328 | $0 | $287,933 | $0 | $0 | $0 |
| Vincente Milianti | ||||||||||||||
| Asst Treasurer/CFAO (beg Jan 2023) | $178,838 | $0 | $0 | $0 | $288 | $0 | $11,010 | $0 | $21,839 | $0 | $211,975 | $0 | $0 | $0 |
| Matthew Ozawa | ||||||||||||||
| Chief Artistic Administration Officer | $161,016 | $0 | $0 | $0 | $133 | $0 | $5,908 | $0 | $15,252 | $0 | $182,309 | $0 | $0 | $0 |
| Kathleen Sheehan | ||||||||||||||
| Vice President for Principal Gifts | $234,967 | $0 | $0 | $0 | $1,267 | $0 | $12,381 | $0 | $19,198 | $0 | $267,813 | $0 | $0 | $0 |
| Joe Dockweiler | ||||||||||||||
| Master Carpenter | $190,959 | $0 | $0 | $0 | $0 | $0 | $23,875 | $0 | $45,922 | $0 | $260,756 | $0 | $0 | $0 |
| Michael Reilly | ||||||||||||||
| Head Stagehand | $182,844 | $0 | $0 | $0 | $0 | $0 | $22,571 | $0 | $39,027 | $0 | $244,442 | $0 | $0 | $0 |
| Michael Black | ||||||||||||||
| Chorus Director & Head of Music | $210,256 | $0 | $0 | $0 | $826 | $0 | $0 | $0 | $11,923 | $0 | $223,005 | $0 | $0 | $0 |
| Anna Mattson | ||||||||||||||
| Vice President of Development | $180,595 | $0 | $0 | $0 | $192 | $0 | $10,856 | $0 | $13,104 | $0 | $204,747 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | TO ENCOURAGE BOARD AND SPONSORSHIP DEVELOPMENT, LYRIC OPERA SPONSORS AN ANNUAL EVENT FOR CERTAIN BOARD MEMBERS AND THEIR SIGNIFICANT OTHERS TO PARTICIPATE IN OPERATIC AND CULTURAL EVENTS IN A FOREIGN LOCALE. THE GENERAL DIRECTOR, PRESIDENT & CEO AND SPOUSE AND THE CHIEF ADVANCEMENT OFFICER ATTEND AND ARE AN INTEGRAL DAILY PART OF THIS EVENT. NONE OF THE COSTS ARE TAXED TO THE EMPLOYEES, AS THE TRIP IS FOR BUSINESS PURPOSES FOR LYRIC OPERA. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Lyric contributed $27,000 to a supplemental nonqualified retirement plan for Anthony Freud. Drew Landmesser contributed $20,500 to a supplemental nonqualified retirement plan. The amounts that were contributed to a supplemental nonqualified retirement plan are included in Schedule J, Part II, Box (B)(iii). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Bulley rews Concrete Restoration LLC | |||
| ENTITY MORE THAN 35% OWNED BY A. BULLEY, TRUSTEE | $242,640 | Contracted Consultant - Normal Course of Business | false |
| Colin Ure | |||
| Family Member of Current Trustee | $16,020 | Employment | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,145,347 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Wine Auction Dinner Hosting | 9 | $261,012 | Market value |
| Yes (X) | Wine | 8 | $29,583 | Market value |
| Yes (X) | Airplane Travel Miles | 1 | $55,479 | Market value |
| Yes (X) | Other non-cash contributions | 4 | $4 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Stock donations received Other - Wine Auction Dinner Hosting - Number of contributions Other - Wine Number of contributions Other - Airplane Travel Miles - Number of contributions Other - Other non-cash contributions - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Board of Directors shall designate not more than 30 Directors to constitute an Executive Committee. The Executive Committee shall have all of the authority of the Board in the management of the Corporation except with regard to matters on which the Board has acted and except further the Executive Committee shall not: (a) Adopt a plan for the distribution of the assets of the Corporation, or for dissolution; (b) Approve or recommend to Members any act the Illinois General Not For Profit Corporation Act of 1986 requires to be approved by Members; (c) Fill vacancies on the Board or on any of its committees; (d) Elect, appoint or remove any officer or Director or member of any committee, or fix the compensation of any member of a committee; (e) Adopt, amend, or repeal the Bylaws or the Articles of Incorporation; (f) Adopt a plan of merger or adopt a plan of consolidation with another corporation, or authorize the sale, lease, exchange or mortgage of all or substantially all of the property or assets of the Corporation; or (g) Amend, alter, repeal or take action inconsistent with any resolution or action of the Board of Directors when the resolution or action of the Board of Directors provides by its terms that it shall not be amended, altered or repealed by action of a committee. The delegation herein of authority to the Executive Committee shall not operate to relieve the Board of Directors, or any individual Director, of any responsibility imposed upon it, him, or her by law. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Scott Santi and Nancy Santi - Family relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Each person, firm or corporation donating $500 or more to the Corporation in any 10-month period from July 1 of any calendar year through April 30 of the following calendar year shall become a Member for the 12-month period beginning on the May 1 immediately following the end of such 10-month period and ending on the following April 30. Each person, firm or corporation donating $500 or more to the Corporation in any 2-month period beginning on the July 1 immediately following the end of such 2-month period and ending on the following June 30. The General Director or Executive Committee shall designate each Member as Aria, Platinum, Grand, Golden Grand, Silver Grand, Premier Benefactor, Bravo Circle, Impresario, Friend, Sustainer or such other designation as the General Director or Executive Committee shall determine based upon amount of contribution. The General Director or Executive Committee shall set and increase or decrease, from time to time, the respective amounts required for each designation. The various designations shall not affect the voting and other legal rights of Members under the Illinois General Not For Profit Corporation Act of 1986. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Each Member shall be entitled to one vote at each Annual Meeting for the election of Directors and on such other matters as are submitted to a vote of the Members. Each Member shall have the right to vote in person, by proxy or by e-mail or other electronic means for as many persons as there are Directors to be elected. No cumulative voting shall be permitted. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Lyric Opera of Chicago Form 990 and Supplemental Schedules are prepared and reviewed by Lyric staff. A review is then performed by our Tax Advisor. The Form 990 and supplemental schedules are provided to the full Lyric Opera Audit Committee, along with the appropriate members of Lyric Opera staff, for their review prior to a meeting of the full audit committee where the Tax Advisor oversees the discussion and review of the Form 990. The audit committee then approves the filings prior to them being filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Lyric Opera maintains a Conflict of Interest Policy which applies to all Directors, officers of auxiliary organizations authorized by the Opera, as well as senior management and other designated members of the staff. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire which identifies a business or financial interest of that person which is planning to engage in a business transaction with the Opera, or has engaged in a business transaction with the Opera during the preceding year. The Policy forbids such individuals from voting on or using their personal influence in connection with such transactions. In the event the Opera does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members must be independent per the terms of its charter. The Opera requires each full-time non-union employee to conduct themselves in accordance with the Code of Business Conduct and Ethics, approved by the Opera's Board of Directors, and to sign an annual statement acknowledging their understanding of this Code. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The process of determining compensation of the organization's General Director included the following: The General Director was hired in April 2011 with a 5 year contract, through June 30, 2016. The Compensation Committee, comprised of seven independent Board members and two ex-officio members, was charged under their charter with the responsibility to review and establish objectives relevant to the General Director's compensation, evaluate the General Director's performance in light of those objectives, and recommend to the Executive Committee the General Director's compensation level based on this evaluation. In 2016, the General Director (now called the General Director, President and Chief Executive Officer) was offered a new five-year contract, starting July 1, 2016 through June 30, 2021. On June 28, 2021, the Compensation Committee renewed the General Director, President, and CEO contract for an additional 5 year term ending June 30, 2026. The base salary offered in the new contract was benchmarked against comparable opera and performing arts companies and again approved by the Compensation Committee of the Board of Directors. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The process of determining compensation of other officers or key employees (anyone earning more than $150,000) included the following: 1) The Compensation Committee, made up of six independent Board members and one ex-officer member, reviewed the fiscal 2023 compensation arrangements in May 2022. This process is done annually. 2) Lyric salary bands are determined in consultation with an independent consultant on a periodic basis who, leveraging comparability data and benchmark comparisons from peer industry organizations based on size of revenue and operating budget as well as scope of management responsibility, sets salary bands for each of Lyric's eight staff job levels. 3) Salaries for all highly compensated employees with salaries over $150,000 per year must fall within their respective salary bands. 4) Recommendations, as well as any deliberation, were documented in the Compensation Committee minutes. A report to the Board with respect to compensation recommendation was reflected in the Board meeting minutes. |
| Form 990, Part VI, Line 19 Required documents available to the public | Lyric Opera of Chicago posts audited financial statements on its website. Governing documents and conflicts of interest policy are not required disclosures pursuant to IRC Sec. 6104. These documents are not available to the public at this time. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | MISCELLANEOUS - Total Revenue: 120213, Related or Exempt Function Revenue: 120213, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MISCELLANEOUS - Total Revenue: 122716, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 122716; RENTAL SPACE - Total Revenue: 2827, Related or Exempt Function Revenue: , Unrelated Business Revenue: 2827, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN SEVERANCE PLANS' VALUATION - -15221; UNREALIZED GAIN - INTEREST RATE SWAP CONTRACT - 2260613; UNCOLLECTIBLE DEBT - -2536477; |
| FORM 990, PART V, LINE 7D - NUMBER OF FORMS 8282 FILED DURING THE YEAR | LYRIC OPERA FILED TWO FORMS 8282 IN FISCAL YEAR 2024 FOR DONATED ITEMS SOLD IN FISCAL YEAR 2023. |