2023-01-30T19:59:11-06:00 2021-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2020-07-01 581371843 THE ATLANTA OPERA INC % INGA MURRO ATLA 4048818801 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 Rhys T Wilson BOARD CHAIR 4043511282 2023-01-30 true Rhys T Wilson 999009999 SABRE J LINAHAN P01372980 4048746244 2023-01-30 3 2020 2023-03-07 01:45:13Z X Rhys T Wilson 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 17614020 false X WWW.ATLANTAOPERA.ORG X 1979 GA THE ATLANTA OPERA STRIVES TO ENRICH OUR COMMUNITY BY CREATING THE HIGHEST QUALITY OPERATIC AND THEATRICAL PROGRAMMING THAT RE-IMAGINES THE CLASSICS AND INTRODUCES NEW WORKS. 37 37 132 25 0 0 4911150 9644335 1267197 363457 389247 971911 117084 1268735 6684678 12248438 0 0 0 0 4523714 3732002 0 0 730936 4090760 3536515 8614474 7268517 -1929796 4979921 19344471 26985184 2327328 2625392 17017143 24359792 ENRICH OUR COMMUNITY BY CREATING THE HIGHEST QUALITY OPERATIC AND THEATRICAL PROGRAMMING THAT RE-IMAGINES THE CLASSICS AND INTRODUCES NEW WORKS; EXPANDS AND ENGAGES OUR AUDIENCE; AND STIMULATES CRITICAL CONVERSATIONS. false false 27863 OPERA PERFORMANCES - LIVE PERFORMANCES OF Large scale indoor productions were postponed during the year due to the lingering impact of the Covid-19 pandemic. 2060948 28255 COMMUNITY ENGAGEMENT AND EDUCATION PERFORMANCES - IN SCHOOL PERFORMANCES INCLUDE STUDIO TOUR, WORKSHOPS, MASTERCLASSES AND RESIDENCES FOR GRADES K-12; FINAL DRESS REHEARSAL AND FIELD TRIP PROGRAMS BRING STUDENTS TO FULLY STAGED MAINSTAGE PRODUCTIONS FOR GRADES 6-12. THESE PROGRAMS SERVED A COMBINED 37,817 STUDENTS AT 88 EDUCATIONAL INSTITUTIONS. COMMUNITY ENGAGEMENT PROGRAMS SUCH A PRE-TALKS, PANELS, POP-UP CONCERTS, AND PARTNERSHIP EVENTS SERVED 2,778 COMMUNITY MEMBERS AT 11 TOTAL EVENTS. 2989582 335384 DISCOVERIES SERIES - LIVE and Filmed PERFORMANCES DEDICATED TO OUR AUDIENCE MEMBERS WHO ARE LOOKING FOR NEW WORK, NEW IDEAS, AND FRESH PERSPECTIVES. SERVING APPROXIMATELY 4,037 PATRONS ANNUALLY, THE SERIES IS PERFORMED AT A SMALLER, URBAN VENUES THAT ARE EASILY ACCESSIBLE VIA MASS TRANSIT. The performances were filmed during the year for podcasts, video shorts, and educational use and reached 36,000 patrons during the year. 5078393 true true false false false false false false false true true false false false false true true false false false false false false false false false false false false true false false false false false false false false true false false false true false false false false true 155 0 true 132 true false false false false false true true false false false false false false X 37 37 false false false false false false false true true false false true true true true true true true true false GA X INGA MURRO 4048812256 1575 NORTHSIDE DR NW BLDG 300 ST ATLANTA GA 30318 X Mr Tomer Zvulun ex officio CEO, GENERAL & ARTISTIC DIRECT 45.0 0.0 X 315671 0 39701 Mr Paul R Harkins Chief Advancement Officer 45.0 0.0 X 140851 0 1272 Mr Micah B Fortson Managing Director 45.0 0.0 X 110364 0 22420 Mr Kevin G Mynatt Director of Production 45.0 0.0 X 86271 0 12643 Mrs Kathy J White Director of Finance 45.0 0.0 X 89843 0 4423 Mr Rhys T Wilson Board Chair 12.0 0.0 X X 0 0 0 Mr John L Hammaker Vice Chair 12.0 0.0 X X 0 0 0 Mr Charles R Yates Jr Vice Chair 12.0 0.0 X X 0 0 0 Ms Bunny Winter Treasurer 12.0 0.0 X X 0 0 0 Mr Michael Paulhus Secretary 12.0 0.0 X X 0 0 0 Ms Cathy Callaway Adams Immediate Past Chair 12.0 0.0 X X 0 0 0 Mr Montague L Boyd IV Board Member 1.5 0.0 X 0 0 0 Dr Harold J Brody Board Member 1.5 0.0 X 0 0 0 Mr Frank H Butterfield Board Member 1.5 0.0 X 0 0 0 Mrs Joanne Chesler Gross Board Member 1.5 0.0 X 0 0 0 Dr Frank A Critz Board Member 1.5 0.0 X 0 0 0 Mr Robert P Dean Board Member 4.0 0.0 X 0 0 0 Mr Dieter W Elsner Board Member 1.5 0.0 X 0 0 0 Mr James B Miller Jr Board Member 1.5 0.0 X 0 0 0 Mr William Pennington Board Member 1.5 0.0 X 0 0 0 Mr Herbert J Rosenberg Board Member 1.5 0.0 X 0 0 0 Mr William F Snyder Board Member 1.5 0.0 X 0 0 0 Mrs Christine St Clare Board Member 6.0 0.0 X 0 0 0 Mr G Kimbrough Taylor Board Member 1.5 0.0 X 0 0 0 Mr Howard W Hunter Board Member 4.0 0.0 X 0 0 0 Mrs Talia Murphy Board Member 4.0 0.0 X 0 0 0 Mrs Sandra S Morelli Board Member 3.0 0.0 X 0 0 0 Dr Donald J Filip Board Member 1.5 0.0 X 0 0 0 Mr Alex J Simmons Jr Board Member 4.0 0.0 X 0 0 0 Mr William Tucker Board Member 1.5 0.0 X 0 0 0 Mr Mario Concha Board Member 1.5 0.0 X 0 0 0 Mr Kevin Greiner Board Member 1.5 0.0 X 0 0 0 Mr Howard D Palefsky Board Member 6.0 0.0 X 0 0 0 Mr Charles Sharbaugh Board Member 1.5 0.0 X 0 0 0 Mr Bryan Barnes Board Member 4.0 0.0 X 0 0 0 Mrs Rosemary Kopel Brown Board Member 1.5 0.0 X 0 0 0 Mr Dante Bellizzi Board Member 1.5 0.0 X 0 0 0 Mr John Haupert Board Member 1.5 0.0 X 0 0 0 Mrs Stephanie Morela Board Member 1.5 0.0 X 0 0 0 Mr Andrew R Long Board Member 1.5 0.0 X 0 0 0 Mrs Elizabeth Adler Board Member 1.5 0.0 X 0 0 0 Mrs Wendy Anzalone Board Member 1.5 0.0 X 0 0 0 743000 0 80459 3 false true false UTP Productions Inc 774 South 500 West SALT LAKE CITY UT 84101 Contract Performers 490489 1 960200 8684135 1047324 9644335 TICKETING 711110 309280 309280 COMMUNITY ENGAGEMENT 711110 28255 28255 TICKET & SEAT FEES 711110 12666 12666 CONTRACTED SERVICES 711110 6793 6793 SET RENTAL 711110 6463 6463 363457 215563 215563 0 0 0 0 0 6115261 3090 5359095 2908 756166 182 756348 182 756166 0 0 0 0 0 0 9430 3579 5851 5851 MISC REVENUE 1115 1115 TAX CREDIT 1261769 1261769 1262884 12248438 1625408 978695 X 0 0 0 0 967967 439140 368091 160736 0 2370060 1869031 197539 303490 2734 1864 487 383 201095 156372 9656 35067 190146 86264 72307 31575 0 958 958 31150 31150 0 0 57694 57694 858100 748612 96090 13398 342956 201732 113905 27319 81654 19800 53236 8618 147770 55195 48069 44506 0 523555 277049 146082 100424 65292 65288 4 0 331 90 241 0 0 326112 130445 195667 39962 15301 24151 510 OTHER PRODUCTION COSTS 550843 550843 0 0 SET & HALL RENTAL 453324 445348 7510 466 INDIRECT FUNDRAISING EXPENSES 32678 15816 12422 4440 BANK & MERCHANT FEES 24136 203 23933 7268517 5078393 1459188 730936 X 872692 851660 803762 2879762 4550011 1512315 3250 6197 0 0 0 0 0 0 7237 9484 211321 336679 3831248 1646349 1791398 2184899 11088355 17914178 0 0 0 0 942 48 15503 1289962 19344471 26985184 549071 940263 0 0 938057 844879 0 0 0 0 0 0 840200 840250 0 0 0 0 2327328 2625392 X 876103 3057211 16141040 21302581 17017143 24359792 19344471 26985184 X 4979921 2425963 -75925 12690 X false true X true false X 6273895 12151975 7973358 4911150 9644335 40954713 0 0 6273895 12151975 7973358 4911150 9644335 40954713 15674892 25279821 180902 189723 253388 250332 215563 1089908 113006 113006 25000 2305 1115 28420 42186047 9358852 0.59925 0.59138 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11420529 600156 3377212 240895 57694 15099308 11222309 287445 408947 442920 55252 11420529 9083412 1708204 862937 384913 47331 11222309 8122155 525709 818322 343826 38948 9083412 7086268 550000 866122 346133 34102 8122155 0.26370 0.73630 false false 323492 200697 122795 3299202 1374471 1924731 208554 71181 137373 2184899 0 0 X 14634358 2425963 17651 2443614 12190744 57694 57694 12248438 7291709 80886 80886 7210823 57694 57694 7268517 SCH D, PART V, LINE 4 TEMPORARILY RESTRICTED NET ASSETS INCLUDE TIME AND PURPOSE RESTRICTED CONTRIBUTIONS. THE PURPOSE RESTRICTED FUNDS ARE TO BE USED FOR COMMUNITY ENGAGEMENT. PERMANENTLY RESTRICTED NET ASSETS TOTALING $11,117,604 AT JUNE 30, 2021 CONSISTS OF ENDOWMENT FUND INVESTMENTS TO BE HELD INDEFINITELY, THE INCOME FROM WHICH IS UNRESTRICTED FOR SUPPORT OF THE OPERATIONS OF THE OPERA. SCH D, PART X, LINE 2 The Opera is exempt from income taxes under Section 501(c)(3) of the U.S. Internal Revenue Code, as amended, and is classified by the Internal Revenue Service as other than a private foundation. Accordingly no provision or liability for federal and state income taxes has been recorded in the accompanying financial statements. The Opera annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Opera takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Opera is subject to examination by the federal and state taxing authorities. In general, the Opera is no longer subject to tax examinations for tax years ending before June 30, 2018. SCH D, PART XI, LINE 2D 3,579 COGS Included in Inventory 1,382 + Loss on Sale of Securities 12,690 + AMENDED CHANGE IN TAX CREDITS -------------------------- 17,651 = SCH D, PART XII, LINE 2D 3,579 COGS Included in Inventory 1,382 + Loss on Sale of Securities 75,925 + Bad Debt on Pledges Pre 07/01/2020 -------------------------- 80,886 = X X X false true false false false false false true false Mr Tomer Zvulun ex officio CEO, GENERAL & ARTISTIC DIRECT 279671 36000 37297 3042 356010 SCH J, PART I, LINE 4B During fiscal year 2018 the organization implemented a deferred compensation plan for the CEO. During the 5 year term of the agreement, the organization will set aside amounts as a long term incentive bonus. The CEO is not vested in these amounts until the end of the contract period, termination without cause or resignation on good terms. SCH J, PART I, LINE 7 MERIT BONUSES WERE AWARDED BASED ON PERFORMANCE AT YEAR END. Additionally, director fees are awarded based on the number of shows produced during the year. X 75 FAIR MARKET VALUE X 11 1019582 FAIR MARKET VALUE X Gift Card 1 25000 FAIR MARKET VALUE X Office Furniture 1 2400 FAIR MARKET VALUE X Printing 1 267 FAIR MARKET VALUE false true true SCH M, PART 1, COL B THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN SCHEDULE M, PART I, COLUMN B. SCH M, PART 1, LINE 32B THE OPERA USES A BROKERAGE FIRM TO SELL THE STOCK CONTRIBUTIONS. PART VI, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD FOR FORMAL APPROVAL. THE APPROVED 990 IS PROVIDED TO ALL BOARD MEMBERS. PART VI, LINE 12C Board members are expected to read the conflict of interest policy when they join the board and a copy of this policy is provided to current board members on an annual basis. If board leadership identifies a potential conflict of interest the board member in question is surveyed and appropriate action is taken to resolve the conflict. Board members are asked to contact an officer of the organization if they themselves find a conflict of interest. PART VI, LINE 15A BOARD LEADERSHIP WORKS WITH AN OUTSIDE ORGANIZATIONAL DEVELOPMENT CONSULTANT. THIS PROCESS WAS USED FOR HIRING AND CONTRACT RENEWALS WITH THE GENERAL DIRECTORS IN 2004, 2009, 2013, AND 2017. PART VI, LINE 19 GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. Part VII Independent Contractors Amounts listed as paid to UTP Productions, Inc. on Part VII are not entirely for payroll services. The following detail categorizes those payments: Payroll Expense 81,372.51 + Union Benefits 55,320.59 + Salaries: Wardrobe 11,021.26 + Salaries: Stagehands 342,774.09 + ------------------------------------------ 490,488.50 = AMENDED RETURN THIS RETURN IS BEING AMENDED TO REFLECT THE REDUCTION IN THE AMOUNT OF GEORGIA FILM TAX CREDITS GENERATED. PART VIII, LINE 11B: TAX CREDIT IS REDUCED FROM $1,274,459 TO $1,261,769. PART XI, LINE 9: $12,690 - CHANGE IN TAX CREDITS GENERATED SCHEDULE D, PART XI, LINE 2D: THE FINANCIAL STATEMENTS ARE NOT BEING RESTATED, SO THERE IS A RECONCILING ITEM OF $12,690. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:858100 ATLANTA OPERA PRODUCTIONS LLC 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 473733882 BENEFITS GA 0 SEE ATTACH SCH R, PART I, LINE 1, COL F DIRECT CONTROLLING ENTITY: THE ATLANTA OPERA, INC