OPERA THEATRE OF SAINT LOUIS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPERA THEATRE OF SAINT LOUIS (EIN 43-0821958)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202422279349301842
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T12:55:08-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430821958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERA THEATRE OF SAINT LOUIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW JORGENSEN | InCareOfNm |
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 3149610171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JORGENSEN | PersonNm |
| Person Title | GENERAL DIRECTOR | PersonTitleTxt |
| Phone | 3149634280 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M HANKINS | PreparerPersonNm |
| PTIN | P01256574 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW JORGENSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,491,313 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPERA-STL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | OTSL SHAPES A VIBRANT FUTURE FOR OPERA BY CONNECTING, INSPIRING AND ENTERTAINING OUR COMMUNITIES, FOSTERING THE NEXT GENERATION AND MAKING OPERA ACCESSIBLE AND INCLUSIVE | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 302 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $46,315 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,701,606 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,355,710 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,330,417 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,285,199 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,588,718 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,954,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,631 | PYOtherRevenueAmt |
| CY Other Revenue | $271,717 | CYOtherRevenueAmt |
| PY Total Revenue | $13,751,372 | PYTotalRevenueAmt |
| CY Total Revenue | $11,866,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,075 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,578,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,999,178 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,601,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,278,413 | PYOtherExpensesAmt |
| CY Other Expenses | $6,603,138 | CYOtherExpensesAmt |
| PY Total Expenses | $12,893,055 | PYTotalExpensesAmt |
| CY Total Expenses | $13,676,716 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $858,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,810,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,731,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,853,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,478,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,644,972 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,252,772 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,208,712 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPERA THEATRE'S MISSION IS TO SHAPE A VIBRANT FUTURE FOR OPERA BY CONNECTING, INSPIRING, AND ENTERTAINING OUR COMMUNITIES THROUGH THE POWER AND BEAUTY OF THE ART FORM; TO FOSTER THE NEXT GENERATION BY EMPOWERING A DIVERSE GROUP OF ARTISTS, ARTISANS, AND ADMINISTRATORS AT THE HIGHEST LEVEL; AND TO MAKE OPERA ACCESSIBLE AND INCLUSIVE THROUGH INNOVATIVE AND COLLABORATIVE STORYTELLING THAT REFLECTS, ENGAGES, AND STRENGTHENS THE ST. LOUIS COMMUNITY AND ATTRACTS NATIONAL AND INTERNATIONAL AUDIENCES. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,325,748 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | $1,285,199 | RevenueAmt |
| Desc | THE 2023 FESTIVAL SEASON INCLUDED FOUR BRAND NEW PRODUCTIONS, INCLUDING A NEW PERFORMING VERSION OF SCOTT JOPLIN'S TREEMONISHA, WITH ADDITIONS BY COMPOSER DAMIEN SNEED AND LIBRETTIST KAREN CHILTON, PUCCINI'S TOSCA, MOZART'S COSI FAN TUTTE, AND FLOYD'S SUSANNAH. IN ADDITION, THE SEASON FEATURED TWO CONCERTS, CENTER STAGE AND THE ROAD TO FREEDOM. THE MAIN STAGE PERFORMANCES FEATURED EARLY CAREER SINGERS IN CHORUS, FEATURE, AND PRINCIPAL ROLES ALONGSIDE ESTABLISHED PERFORMERS IN PRODUCTIONS LED BY WORLD RENOWNED CONDUCTORS, STAGE DIRECTORS, AND DESIGNERS. THE ST. LOUIS SYMPHONY ORCHESTRA ACCOMPANIES ALL PERFORMANCES. SETS, PROPS, COSTUMES, AND LIGHTING ARE CREATED LOCALLY BY PROFESSIONAL TECHNICIANS AND CRAFTSPEOPLE. THE 29 PERFORMANCES SAW 21,124 TICKETS SOLD, AND 2,480 GIVEN AWAY AS PART OF THE PHYLLIS' SEATS INITIATIVE TO BRING NEW PEOPLE TO OPERA. ATTENDEES CAME FROM ACROSS THE REGION, COUNTRY, AND GLOBE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $436,242 | ExpenseAmt |
| Grant | $34,400 | GrantAmt |
| Revenue | $239,422 | RevenueAmt |
| Desc | IN FISCAL YEAR 2023 THE EDUCATION AND ENGAGEMENT PROGRAMS REACHED MORE THAN 72,000 STUDENTS IN 423 SCHOOLS ACROSS 47 STATES AND 5 COUNTRIES. PROGRAMS INCLUDED: A DIGITAL STREAMING OPERA PROGRAM IN PRIVATE, PAROCHIAL, AND PUBLIC SCHOOLS ACROSS THE WORLD; DOCENT PRESENTATIONS IN THE COMMUNITY; ARTS INTENSIVE PROGRAMS IN 7 LOCAL SCHOOLS CULMINATING IN STUDENTS CREATING AND PERFORMING THEIR OWN WORLD PREMIERE OPERAS; VOCAL INSTRUCTION AND COACHING FOR HIGH SCHOOLS STUDENTS FROM LOCAL SCHOOLS CULMINATING IN A PUBLIC RECITAL AND SCHOLARSHIP AWARDS; CAMPS FOR MIDDLE AND HIGH SCHOOL AGE STUDENTS; AND TRAILBLAZERS IN OPERA-AN INTERACTIVE LESSON SERIES SPOTLIGHTING GROUNDBREAKING PAST AND PRESENT BLACK OPERA SINGERS AND COMPOSERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $404,582 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NEW WORKS COLLECTIVE IS A NEW PROGRAM DEDICATED TO EXPANDING THE AMERICAN OPERA CANON WITH ORIGINAL, INNOVATIVE PRODUCTIONS THAT AUTHENTICALLY REPRESENT STORIES OF OUR COMMUNITY. THE NEW WORKS COLLECTIVE IS A DYNAMIC GROUP OF ST. LOUIS-BASED ARTISTS, ACTIVISTS, AND EDUCATORS THAT IS TASKED WITH IDENTIFYING AND COMMISSIONING WORKS THAT ARE RELEVANT AND RELATABLE FOR THE BROADER ST. LOUIS REGION. IN 2023 THE COLLECTIVE SELECTED THREE CREATIVE TEAMS FROM A BROAD, NATION-WIDE OPEN CALL. THE FIRST CYCLE OF THREE NEW WORKS SELECTED BY THE COLLECTIVE PREMIERED IN MARCH 2023 TO SOLDOUT AUDIENCES AT COCA'S CATHERINE B. BERGES THEATRE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,166,572 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | Yes (true) | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | 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 | 244 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 302 | 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 | false | Form8282PropertyDisposedOfInd |
| 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JORGENSEN | PersonNm |
| Phone | 3149610171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW JORGENSEN | ||||||||||
| GENERAL DIRECTOR | 40.0 | 0.0 | Yes (X) | $277,692 | $0 | $13,389 | ||||
| NICOLE AMBOS FREBER | ||||||||||
| MANAGING DIRECTOR OF ADVANCEME | 40.0 | 0.0 | $168,050 | $0 | $33,641 | Yes (X) | ||||
| JAMES ROBINSON | ||||||||||
| ARTISTIC DIRECTOR | 40.0 | 0.0 | $194,602 | $0 | $6,761 | Yes (X) | ||||
| MARY IP | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $160,075 | $0 | $10,350 | Yes (X) | ||||
| STEPHEN M RYAN | ||||||||||
| DIRECTOR OF PRODUCTION OPER. | 40.0 | 0.0 | $128,648 | $0 | $29,190 | Yes (X) | ||||
| MICHELLE L MYERS | ||||||||||
| DIRECTOR OF ADMINISTRATION | 40.0 | 0.0 | Yes (X) | $98,909 | $0 | $13,788 | ||||
| V RAYMOND STRANGHOENER | ||||||||||
| VICE-CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JANE CLARK | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KIM EBERLEIN | ||||||||||
| BOARD CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH SHEPARD | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LELIA J FARR | ||||||||||
| VICE-CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MONT S LEVY | ||||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANN MCFARLAND SULLINS | ||||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JIM BERGES | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SPENCER B BURKE | ||||||||||
| PAST CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ADRIENNE DAVIS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Gina G Hoagland | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Mrs Ronald A Holtman | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Marcela Manjarrez | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| NOEMI K NIEDORFF | ||||||||||
| IMMEDIATE PAST CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOHN H RUSSELL | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT L SCHARFF JR | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| REX SINQUEFIELD | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHEN L TRAMPE | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TIMOTHY WENTWORTH | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TANIA BEASLEY-JOLLY | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CYNTHIA J BRINKLEY | ||||||||||
| Board Member | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CRYSTAL ALLEN DALLAS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ARNOLD W DONALD | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MRS IRL F ENGELHARDT | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| EDES GILBERT | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID HAGEE | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DR LANNIS HALL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HEATHER HUNT-RUDDY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| FRANK JACOBS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BETTIE JOHNSON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BARRY KIRK | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| EUGENE KORNBLUM | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KENNETH KRANZBERG | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES A KREKELER | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| J DAVID LEVY JR | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MABEL L PURKERSON MD | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WIN REED | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ALLISON W ROBERTS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LORI SAMUELS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DR AMBER SIMPSON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| THELMA STEWARD | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DR DONALD M SUGGS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARY SUSMAN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARIA GUADALUPE TAXMAN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARK THRODAHL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| FRANKLIN F WALLIS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PHOEBE DENT WELL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBIN WENTWORTH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW MARTIN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,027,976 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,119 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| ST LOUIS SYMPHONY ORCHESTRA | |||||
| 718 NORTH GRAND BLVD | ST LOUIS | MS | 63103 | ORCHESTRA MUSICIANS | $1,129,934 |
| CLAYCO | |||||
| 2199 INNERBELT BUSINESS CENTER DRI | ST LOUIS | MO | 63114 | CONSULTING | $763,606 |
| BLUE SUMMIT CONSULTING LLC | |||||
| 231 SOUTH BREMISTON STE 800 | CLAYTON | MO | 63105 | CONSULTING | $286,545 |
| FOODWORKS INC | |||||
| 10440 GERMAN BLVD | ST LOUIS | MO | 63131 | FOOD SERVICES | $167,913 |
| SECURE DATA TECHNOLOGIES INC | |||||
| 1392 FRONTAGE ROAD | OFALLON | IL | 62269 | IT SERVICES | $136,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $995,525 | FundraisingAmt |
| Government Grants | $201,845 | GovernmentGrantsAmt |
| All Other Contributions | $6,158,340 | AllOtherContributionsAmt |
| Noncash Contributions | $215,157 | NoncashContributionsAmt |
| Total Contributions | $7,355,710 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERA PROGRAMS | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $1,285,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,285,199 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,285,199 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,783,738 | TotalRevenueColumnAmt |
| Exclusion | $2,783,738 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,977 | RealAmt |
| Personal | $68,384 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,432 | RealAmt |
| Personal | $3,737 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,545 | RealAmt |
| Personal | $64,647 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,192 | TotalRevenueColumnAmt |
| Exclusion | $130,192 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,556,103 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,384,106 | SecuritiesAmt |
| Other | $1,696 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $171,997 | SecuritiesAmt |
| Other | -$1,696 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,301 | TotalRevenueColumnAmt |
| Exclusion | $170,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,465 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $995,525 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $221,677 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$144,212 | TotalRevenueColumnAmt |
| Exclusion | -$144,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER ACTIVITIES | 900099 | $239,422 | $239,422 | |
| PROGRAM ADVERTISING | 541800 | $46,315 | $46,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $285,737 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,866,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,524,621 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,315 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,940,019 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,400 | TotalAmt |
| Program Services | $74,400 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,040 | TotalAmt |
| Program Services | $60,386 | ProgramServicesAmt |
| Management And General | $198,852 | ManagementAndGeneralAmt |
| Fundraising | $273,802 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $61 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,520,606 | TotalAmt |
| Program Services | $4,745,963 | ProgramServicesAmt |
| Management And General | $307,352 | ManagementAndGeneralAmt |
| Fundraising | $467,291 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,632 | TotalAmt |
| Program Services | $67,992 | ProgramServicesAmt |
| Management And General | $7,159 | ManagementAndGeneralAmt |
| Fundraising | $10,481 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,424 | TotalAmt |
| Program Services | $399,719 | ProgramServicesAmt |
| Management And General | $42,086 | ManagementAndGeneralAmt |
| Fundraising | $61,619 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,408 | TotalAmt |
| Program Services | $282,988 | ProgramServicesAmt |
| Management And General | $29,796 | ManagementAndGeneralAmt |
| Fundraising | $43,624 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,504 | TotalAmt |
| Management And General | $220,504 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,946 | TotalAmt |
| Management And General | $71,946 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,151 | TotalAmt |
| Management And General | $111,151 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,736 | TotalAmt |
| Program Services | $177,014 | ProgramServicesAmt |
| Management And General | $345,997 | ManagementAndGeneralAmt |
| Fundraising | $325,725 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,639 | TotalAmt |
| Program Services | $511,513 | ProgramServicesAmt |
| Management And General | $88,413 | ManagementAndGeneralAmt |
| Fundraising | $234,713 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,561 | TotalAmt |
| Program Services | $475,545 | ProgramServicesAmt |
| Management And General | $80,529 | ManagementAndGeneralAmt |
| Fundraising | $82,487 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,221 | TotalAmt |
| Program Services | $35,550 | ProgramServicesAmt |
| Management And General | $58,671 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,166 | TotalAmt |
| Program Services | $268,166 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,025 | TotalAmt |
| Program Services | $916,169 | ProgramServicesAmt |
| Management And General | $14,880 | ManagementAndGeneralAmt |
| Fundraising | $20,976 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,611 | TotalAmt |
| Program Services | $54,611 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,653 | TotalAmt |
| Program Services | $252,404 | ProgramServicesAmt |
| Management And General | $54,519 | ManagementAndGeneralAmt |
| Fundraising | $21,730 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,860 | TotalAmt |
| Program Services | $80,985 | ProgramServicesAmt |
| Management And General | $31,235 | ManagementAndGeneralAmt |
| Fundraising | $18,640 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COSTUMES, SCENERY & PROPS | $602,190 | $602,190 | ||
| ORCHESTRA | $1,129,934 | $1,129,934 | ||
| INSTRUMENTS | $31,036 | $31,036 | ||
| ALL OTHER | $285,905 | $245,077 | $40,828 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,676,716 | TotalAmt |
| Program Services | $10,166,572 | ProgramServicesAmt |
| Management And General | $1,908,228 | ManagementAndGeneralAmt |
| Fundraising | $1,601,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| EOY | $1,180 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730,580 | BOYAmt |
| EOY | $6,172,814 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,094 | BOYAmt |
| EOY | $2,592,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,076 | BOYAmt |
| EOY | $771,486 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,615 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,204 | BOYAmt |
| EOY | $296,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,019,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,718,615 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,533,905 | BOYAmt |
| EOY | $3,300,402 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,535,797 | BOYAmt |
| EOY | $85,825,595 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,715 | BOYAmt |
| EOY | $893,368 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,731,636 | BOYAmt |
| EOY | $99,853,684 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,620 | BOYAmt |
| EOY | $412,295 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,661 | BOYAmt |
| EOY | $526,199 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,583 | BOYAmt |
| EOY | $706,478 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,478,864 | BOYAmt |
| EOY | $1,644,972 | 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 | $8,955,976 | BOYAmt |
| EOY | $8,137,449 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,296,796 | BOYAmt |
| EOY | $90,071,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,252,772 | BOYAmt |
| EOY | $98,208,712 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,731,636 | BOYAmt |
| EOY | $99,853,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,810,051 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,765,991 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,591,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,244,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,084,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,701,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,355,710 | CurrentTaxYearAmt |
| Total | $86,977,367 | 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 | $6,591,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,244,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,084,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,701,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,355,710 | CurrentTaxYearAmt |
| Total | $86,977,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,518,689 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,458,678 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $924,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,730,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,236,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,931,099 | CurrentTaxYearAmt |
| Total | $9,141,868 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,119,235 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,289,589 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41052 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42376 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,380,207 | BeginningYearBalanceAmt |
| Contributions | $1,471,887 | ContributionsAmt |
| Investment Earnings Or Losses | $10,712,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,075,044 | OtherExpendituresAmt |
| End Year Balance | $88,489,202 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,408,750 | BeginningYearBalanceAmt |
| Contributions | $3,134,995 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,741,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,365,316 | OtherExpendituresAmt |
| Administrative Expenses | $57,070 | AdministrativeExpensesAmt |
| End Year Balance | $80,380,207 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,355,070 | BeginningYearBalanceAmt |
| Contributions | $6,613,734 | ContributionsAmt |
| Investment Earnings Or Losses | $16,536,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,036,608 | OtherExpendituresAmt |
| Administrative Expenses | $59,453 | AdministrativeExpensesAmt |
| End Year Balance | $96,408,750 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,332,093 | BeginningYearBalanceAmt |
| Contributions | $43,684,836 | ContributionsAmt |
| Investment Earnings Or Losses | $1,448,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,052,100 | OtherExpendituresAmt |
| Administrative Expenses | $58,269 | AdministrativeExpensesAmt |
| End Year Balance | $76,355,070 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,959,343 | BeginningYearBalanceAmt |
| Contributions | $275,798 | ContributionsAmt |
| Investment Earnings Or Losses | -$65,177 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,780,009 | OtherExpendituresAmt |
| Administrative Expenses | $57,862 | AdministrativeExpensesAmt |
| End Year Balance | $33,332,093 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,875,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,045,599 | DepreciationAmt |
| Book Value | $2,829,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,143,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $673,016 | DepreciationAmt |
| Book Value | $470,736 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,300,402 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY LIABILITY | $22,843 |
| LEASE LIABILITY | $683,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $706,478 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,760,351 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,765,991 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $238,846 | OtherRevenueAmt |
| Revenue Not Reported | $8,004,837 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,755,514 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $111,151 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $111,151 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,866,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,804,411 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $238,846 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $238,846 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,565,565 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $111,151 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $111,151 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,676,716 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: OPERA THEATRE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS OPERA THEATRE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. |
| SCHEDULE D, PART XI, LINE 2D | RECONCILIATION OF REVENUE - OTHER AMOUNTS: FUNDRAISING EVENT EXPENSES $ 221,677 RENTAL EXPENSES 17,169 ------------ TOTAL OTHER AMOUNTS $ 238,846 |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF EXPENSES - OTHER AMOUNTS: FUNDRAISING EVENT EXPENSES $ 221,677 RENTAL EXPENSES 17,169 ----------- TOTAL OTHER AMOUNTS $ 238,846 |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRANTS PLUS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE STE 650 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $600,000 | GrossReceiptsAmt |
| Retained By Contractor | $66,000 | RetainedByContractorAmt |
| Net To Organization | $534,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $600,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $66,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $534,000 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $1,003,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $952,125 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,375 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60,462 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $61,271 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $26,953 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY CELEBRA | Event2Nm |
| Gross Receipts Event2 | $64,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $29,416 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,750 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,422 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,590 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $4,590 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,809 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $24,184 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,150 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,260 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,072,990 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $995,525 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,465 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,271 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $114,871 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,635 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,677 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$144,212 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ARTIST-IN-TRAINING SCHOLARSHIPS | 33 | $34,400 |
| Named Prizes / Awards | 8 | $40,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | ARTISTS-IN-TRAINING PROGRAM AWARDS COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. THROUGH LOCAL AUDITIONS, HIGH SCHOOL STUDENTS ARE SELECTED TO PARTICIPATE IN WEEKLY COLLEGE-LEVEL VOICE LESSONS AND COACHINGS, PARTICIPATE IN MASTER CLASSES, AND RECITALS. ARTIST IN TRAINING (AIT) GRANTS ARE AWARDED AT THE END OF THE ANNUAL PROGRAM. THESE AWARDS ARE PAID OUT UPON SUBMISSION OF RECEIPTS OF EDUCATIONAL EXPENSES. Named prizes/awards are provided to performers showing exceptional promise to support professional development opportunities for the individuals. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY IP | ||||||||||||||
| FORMER OFFICER | $117,239 | $0 | $0 | $0 | $42,836 | $0 | $7,856 | $0 | $2,494 | $0 | $170,425 | $0 | $0 | $0 |
| JAMES ROBINSON | ||||||||||||||
| ARTISTIC DIRECTOR | $169,602 | $0 | $25,000 | $0 | $0 | $0 | $5,804 | $0 | $957 | $0 | $201,363 | $0 | $0 | $0 |
| NICOLE AMBOS FREBER | ||||||||||||||
| MANAGING DIRECTOR OF ADVANCEME | $158,050 | $0 | $10,000 | $0 | $0 | $0 | $8,817 | $0 | $24,824 | $0 | $201,691 | $0 | $0 | $0 |
| ANDREW JORGENSEN | ||||||||||||||
| GENERAL DIRECTOR | $242,692 | $0 | $35,000 | $0 | $0 | $0 | $12,135 | $0 | $1,254 | $0 | $291,081 | $0 | $0 | $0 |
| STEPHEN M RYAN | ||||||||||||||
| DIRECTOR OF PRODUCTION OPER. | $128,648 | $0 | $0 | $0 | $0 | $0 | $7,219 | $0 | $21,971 | $0 | $157,838 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES: THE GENERAL DIRECTOR, ANDREW JORGENSEN, IS PROVIDED WITH A MEMBERSHIP TO A LOCAL SOCIAL CLUB. USE IS EXCLUSIVELY FOR BUSINESS PURPOSES. NO HEALTH, FITNESS, OR RECREATIONAL FACILITIES ARE PROVIDED WITH THE MEMBERSHIP. NO PORTION OF THE CLUB DUES IS INCLUDED IN TAXABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 4A | DIRECTOR OF FINANCE, MARY IP, RECEIVED SEVERANCE OF $38,538 IN 2022. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $215,157 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | 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, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON COLUMN B ARE THE NUMBER OF CONTRIBUTIONS THE ORGANIZATION RECEIVED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | FROM TIME TO TIME THE BOARD OF DIRECTORS MAY ELECT LIFE MEMBERS IN ACKNOWLEDGEMENT OF OUTSTANDING SERVICE TO THE CORPORATION. THE STATUS OF A LIFE MEMBER IS SUBJECT TO REVIEW BY THE GOVERNANCE AND EXECUTIVE COMMITTEES. LIFE MEMBERS ARE ELIGIBLE TO PARTICIPATE IN ALL ASPECTS OF BOARD MEMBERSHIP, INCLUDING COMMITTEE FUNCTIONS BUT EXCLUDING VOTING ON CORPORATE MATTERS. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS GRANTED IN THESE BYLAWS AND ALL OF THE POWERS OF THE BOARD OF DIRECTORS, OTHER THAN THE POWER TO DELEGATE POWERS OF THE BOARD, WHEN THE BOARD IS NOT IN SESSION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD RELATIONSHIPS: MONT LEVY, TREASURER, AND DAVID LEVY, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. TIM WENTWORTH AND ROBIN WENTWORTH, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. KENNETH KRANZBERG AND STEPHEN TRAMPE, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP. NOEMI NEIDORFF, IMMEDIATE PAST CHAIR, AND MARCELA MANJARREZ HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A PDF OF THE FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE 990 AND SUPPORTING SCHEDULES WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT FOLLOWING PREPARATION OF THE RETURN BY A PUBLIC ACCOUNTING FIRM AND REVIEW BY MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ON THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THOSE CONFLICTS ARE REVIEWED BY THE DIRECTOR OF ADMINISTRATION WHO ALSO FINALIZES THE MINUTES OF BOARD MEETINGS. NAMES OF THOSE WITH CONFLICTS ARE RECORDED IN THE MINUTES IF THERE IS A VOTE INVOLVING THE RELEVANT CONFLICT. THE MEMBER WITH A CONFLICT IS NOT ALLOWED TO PARTICIPATE IN THE DISCUSSION OF OR THE VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW: THE GENERAL DIRECTOR'S COMPENSATION IS REVIEWED BY THE HUMAN RESOURCE-COMPENSATION COMMITTEE USING OPERA AMERICA DATA ON SALARIES AND BENEFITS SURVEY AS WELL AS OTHER DATA FOR NOT-FOR-PROFITS. THE COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTATION OF APPROVAL IS MAINTAINED IN THE PERSONNEL FILE. IN ADDITION, THE HUMAN RESOURCES COMMITTEE REVIEWS THE SALARY STRUCTURE OF THE ORGANIZATION ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15B | FY2023 COMPENSATION REVIEW - HUMAN RESOURCES-COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE REVIEWS ANNUALLY AND APPROVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT AUDITOR'S REPORT AND FINANCIAL STATEMENTS, ANNUAL REPORT, AND FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE COMPANY'S WEBSITE AND MAILED TO DONORS AND INTERESTED PARTIES. THE CONFLICT OF INTEREST POLICY AND BY-LAWS ARE AVAILABLE ON REQUEST. |
| FORM 990, PART XII, LINE 2C | A BOARD AUDIT COMMITTEE WAS ADDED DURING THE YEAR. PREVIOUSLY, OVERSIGHT WAS CONDUCTED BY THE FINANCE COMMITTEE. |
| FORM 990, PART III, LINE 2 | DURING THE YEAR, THE ORGANIZATION ADDED A NEW SIGNIFICANT PROGRAM SERVICE. THE NEW WORKS COLLECTIVE IS A NEW PROGRAM DESIGNED TO FURTHER EXPAND THE AMERICAN OPERA CANON. A COMPLETE DESCRIPTION OF THE PROGRAM CAN BE FOUND ON FORM 990, PART III, LINE 4C. |
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