LYRIC OPERA OF CHICAGO: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LYRIC OPERA OF CHICAGO (EIN 36-6008929)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-12
IRS object ID
202511329349305411
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-12T15:23:35+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366008929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lyric Opera of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYRIBusinessNameControlTxt
Phone3123322244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker Drive 860AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn MangumPersonNm
Person TitleGeneral Director, President, & CEOPersonTitleTxt
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1John MangumBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker Drive 860AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$139,764,375GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.lyricopera.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionLyric 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 Body98VotingMembersGoverningBodyCnt
Voting Members Independent95VotingMembersIndependentCnt
Total Employee1148TotalEmployeeCnt
Total Volunteers789TotalVolunteersCnt
Total Gross UBI$291,985TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$37,493NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,366,098PYContributionsGrantsAmt
CY Contributions Grants$35,509,671CYContributionsGrantsAmt
PY Program Service Revenue$20,549,988PYProgramServiceRevenueAmt
CY Program Service Revenue$14,107,253CYProgramServiceRevenueAmt
PY Investment Income$3,909,658PYInvestmentIncomeAmt
CY Investment Income$5,102,773CYInvestmentIncomeAmt
PY Other Revenue$1,920,088PYOtherRevenueAmt
CY Other Revenue$2,406,736CYOtherRevenueAmt
PY Total Revenue$59,745,832PYTotalRevenueAmt
CY Total Revenue$57,126,433CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$51,333,371PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,054,271CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$70,209PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$57,873CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,945,795CYTotalFundraisingExpenseAmt
PY Other Expenses$34,419,076PYOtherExpensesAmt
CY Other Expenses$29,187,857CYOtherExpensesAmt
PY Total Expenses$85,822,656PYTotalExpensesAmt
CY Total Expenses$77,300,001CYTotalExpensesAmt
PY Revenues Less Expenses-$26,076,824PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$20,173,568CYRevenuesLessExpensesAmt
Total Assets BOY$269,846,836TotalAssetsBOYAmt
Total Assets EOY$266,250,685TotalAssetsEOYAmt
Total Liabilities BOY$83,947,725TotalLiabilitiesBOYAmt
Total Liabilities EOY$81,306,151TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$185,899,111NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$184,944,534NetAssetsOrFundBalancesEOYAmt
MissionWe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$60,630,153ExpenseAmt
Grant$0GrantAmt
Revenue$14,099,480RevenueAmt
DescDURING THE FISCAL YEAR, 40 OPERA PERFORMANCES AND 1 CONCERT WERE PERFORMED BY LYRIC OPERA OF CHICAGO. THESE PERFORMANCES WERE ATTENDED BY APPROXIMATELY 108,620 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,140,015ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescLYRIC 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. 32 YOUTH AND ADULT PROGRAMS WERE HELD THROUGHOUT THE YEAR. ATTENDANCE FOR THESE EDUCATIONAL ACTIVITIES TOTALED APPROXIMATELY 26,575. 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

FieldValueIRS element (for citing)
Expense$198,787ExpenseAmt
Grant$0GrantAmt
Revenue$26,746RevenueAmt
DescDURING THE FISCAL YEAR, THERE WERE 16 PRESENTATIONS AND EVENTS HELD IN THE FACILITY WITH TOTAL ATTENDANCE OF APPROXIMATELY 4,850 PEOPLE. ADDITIONALLY, DINING SPACE WAS USED BY BUILDING MANAGEMENT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$61,968,955TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document245IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1148EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members98GoverningBodyVotingMembersCnt
Independent Voting Member95IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Vincente MiliantiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123322244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker Drive No 860AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (112 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANTHONY FREUD
GENERAL DIRECTOR, PRESIDENT & CEO40.0Yes (X)Yes (X)$767,456$0$41,747
DAN GROSSMAN
TREASURER2.0Yes (X)Yes (X)$0$0$0
DAVID ORMESHER
EXECUTIVE COMMITTEE CHAIR2.0Yes (X)Yes (X)$0$0$0
DONNA VAN EEKEREN
SECRETARY2.0Yes (X)Yes (X)$0$0$0
ENRIQUE MAZZOLA
VICE-CHAIR & MUSIC DIRECTOR40.0Yes (X)Yes (X)$161,653$0$0
ERIC S SMITH
VICE-CHAIR2.0Yes (X)Yes (X)$0$0$0
JAMES L ALEXANDER
VICE-CHAIR2.0Yes (X)Yes (X)$0$0$0
SHIRLEY W RYAN
VICE-CHAIR2.0Yes (X)Yes (X)$0$0$0
SYLVIA NEIL
CHAIR6.0Yes (X)Yes (X)$0$0$0
WILLIAM C VANCE
VICE-CHAIR/UNTIL SEP 20232.0Yes (X)Yes (X)$0$0$0
ALLAN B MUCHIN
TRUSTEE1.0Yes (X)$0$0$0
ALLAN DREBIN
TRUSTEE1.0Yes (X)$0$0$0
ALLAN E BULLEY III
TRUSTEE1.0Yes (X)$0$0$0
AMY CARBONE
TRUSTEE1.0Yes (X)$0$0$0
ANNA PAGLIA
TRUSTEE1.0Yes (X)$0$0$0
BLYTHE J MCGARVIE
TRUSTEE1.0Yes (X)$0$0$0
BRENDA M SHAPIRO
TRUSTEE1.0Yes (X)$0$0$0
BRENDA ROBINSON
TRUSTEE1.0Yes (X)$0$0$0
BRUCE BRAUN
TRUSTEE/BEG APR 20241.0Yes (X)$0$0$0
BRYAN TRAUBERT
TRUSTEE1.0Yes (X)$0$0$0
CHARLES DROEGE
TRUSTEE1.0Yes (X)$0$0$0
CHAZ EBERT
TRUSTEE1.0Yes (X)$0$0$0
CHERRYL THOMAS
TRUSTEE1.0Yes (X)$0$0$0
CHRISTINE SCHYVINCK
TRUSTEE1.0Yes (X)$0$0$0
CRAIG C MARTIN
TRUSTEE1.0Yes (X)$0$0$0
DAN DRAPER
TRUSTEE1.0Yes (X)$0$0$0
DENISE GARDNER
TRUSTEE/BEG APR 20241.0Yes (X)$0$0$0
DON M RANDEL
TRUSTEE1.0Yes (X)$0$0$0
DORRI MCWHORTER
TRUSTEE/BEG APR 20241.0Yes (X)$0$0$0
ELLIOT E HIRSCH
TRUSTEE/UNTIL JUN 20241.0Yes (X)$0$0$0
ETHEL C GOFEN
TRUSTEE1.0Yes (X)$0$0$0
FRANCESCA CORNELLI
TRUSTEE1.0Yes (X)$0$0$0
FRANK B MODRUSON
TRUSTEE1.0Yes (X)$0$0$0
GARY HAASE
TRUSTEE1.0Yes (X)$0$0$0
GREGORY J O'LEARY
TRUSTEE1.0Yes (X)$0$0$0
GREGORY JONES
TRUSTEE1.0Yes (X)$0$0$0
H GAEL NEESON
TRUSTEE1.0Yes (X)$0$0$0
J THOMAS HURVIS
TRUSTEE/UNTIL SEP 20231.0Yes (X)$0$0$0
JAMES E FELLOWES
TRUSTEE1.0Yes (X)$0$0$0
JANE CHU
TRUSTEE1.0Yes (X)$0$0$0
JANE DIRENZO PIGOTT
TRUSTEE1.0Yes (X)$0$0$0
JEFFREY C NEAL
TRUSTEE1.0Yes (X)$0$0$0
JENNIE HUANG BENNETT
TRUSTEE/BEG FEB 20241.0Yes (X)$0$0$0
JODI HOCHBERGER RUBENSTEIN
TRUSTEE1.0Yes (X)$0$0$0
JOHN E BUTLER
TRUSTEE1.0Yes (X)$0$0$0
JOHN ROBAK
TRUSTEE/BEG APR 20241.0Yes (X)$0$0$0
JONATHAN LEWIS
TRUSTEE1.0Yes (X)$0$0$0
JOSE L PRADO
TRUSTEE1.0Yes (X)$0$0$0
JOSEF LAKONISHOK
TRUSTEE1.0Yes (X)$0$0$0
JOSEPH RUBINELLI JR
TRUSTEE1.0Yes (X)$0$0$0
JULIE BASKES
TRUSTEE/UNTIL SEP 20231.0Yes (X)$0$0$0
KAREN FREEMAN-WILSON
TRUSTEE1.0Yes (X)$0$0$0
KAREN Z GRAY-KREHBIEL
TRUSTEE1.0Yes (X)$0$0$0
KATHERINE A ABELSON
TRUSTEE1.0Yes (X)$0$0$0
KEVIN SMITH
Trustee1.0Yes (X)$0$0$0
KIP KELLEY II
TRUSTEE1.0Yes (X)$0$0$0
LAURA DEFELICE
TRUSTEE1.0Yes (X)$0$0$0
LAURIE BAY
TRUSTEE/UNTIL JUN 20241.0Yes (X)$0$0$0
LESTER CROWN
TRUSTEE1.0Yes (X)$0$0$0
LINDA K MYERS
TRUSTEE1.0Yes (X)$0$0$0
LOIS EISEN
TRUSTEE1.0Yes (X)$0$0$0
LORI A KOMISAR
TRUSTEE1.0Yes (X)$0$0$0
LOUISE BERNARD
TRUSTEE/BEG DEC 20231.0Yes (X)$0$0$0
MARIA GREEN
TRUSTEE1.0Yes (X)$0$0$0
MARION CAMERON-GRAY
TRUSTEE1.0Yes (X)$0$0$0
MARSHA CRUZAN
TRUSTEE1.0Yes (X)$0$0$0
MARSHA SERLIN
TRUSTEE1.0Yes (X)$0$0$0
MATTHEW A FISHER
TRUSTEE1.0Yes (X)$0$0$0
MATTHEW J PARR
TRUSTEE1.0Yes (X)$0$0$0
MELVIN GRAY
TRUSTEE1.0Yes (X)$0$0$0
MIMI MITCHELL
TRUSTEE1.0Yes (X)$0$0$0
NANCY SANTI
TRUSTEE1.0Yes (X)$0$0$0
NANCY SEARLE
TRUSTEE1.0Yes (X)$0$0$0
NASRIN THIERER
TRUSTEE1.0Yes (X)$0$0$0
NEIL KAWASHIMA
TRUSTEE1.0Yes (X)$0$0$0
OLIVIA TYRRELL
TRUSTEE1.0Yes (X)$0$0$0
OLUFUNMILAYO I OLOPADE MD
TRUSTEE1.0Yes (X)$0$0$0
ORIT CARPENTER
TRUSTEE1.0Yes (X)$0$0$0
PAM SZOKOL
TRUSTEE/UNTIL JUN 20241.0Yes (X)$0$0$0
PAUL F ANDERSON
TRUSTEE/UNTIL NOV 20231.0Yes (X)$0$0$0
PENELOPE R STEINER
TRUSTEE1.0Yes (X)$0$0$0
PHIL LUMPKIN
TRUSTEE/BEG SEP 20231.0Yes (X)$0$0$0
RALPH HASBUN
TRUSTEE1.0Yes (X)$0$0$0
RICHARD RYAN
Trustee1.0Yes (X)$0$0$0
RICHARD W COLBURN
TRUSTEE1.0Yes (X)$0$0$0
RICHARD W SHEPRO
TRUSTEE1.0Yes (X)$0$0$0
ROBERT B FORD
TRUSTEE1.0Yes (X)$0$0$0
ROBERT J MCCULLEN
TRUSTEE1.0Yes (X)$0$0$0
ROBERTA L WASHLOW
TRUSTEE1.0Yes (X)$0$0$0
SAMIR MAYEKAR
TRUSTEE1.0Yes (X)$0$0$0
SANTINO BIBBO
TRUSTEE/BEG APR 20241.0Yes (X)$0$0$0
SARAH GARVEY
TRUSTEE/BEG SEP 20231.0Yes (X)$0$0$0
SCOTT COZAD
TRUSTEE/UNTIL APR 20241.0Yes (X)$0$0$0
SCOTT SANTI
TRUSTEE1.0Yes (X)$0$0$0
SHARON F OBERLANDER
TRUSTEE1.0Yes (X)$0$0$0
SONIA FLORIAN
TRUSTEE/UNTIL SEP 20231.0Yes (X)$0$0$0
STEPHEN KAPLAN
TRUSTEE1.0Yes (X)$0$0$0
STEVEN L FRADKIN
TRUSTEE1.0Yes (X)$0$0$0
SUSAN MORRISON
TRUSTEE/UNTIL JUL 20231.0Yes (X)$0$0$0
TANYA POLSKY
TRUSTEE1.0Yes (X)$0$0$0
VIKRAM KARNANI
TRUSTEE1.0Yes (X)$0$0$0
VINAY COUTO
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM A OSBORN
TRUSTEE/UNTIL JUN 20241.0Yes (X)$0$0$0
DREW LANDMESSER
CHIEF OPERATING OFFICER & DEPUTY GENERAL DIRECTOR/UNTIL OCT 202340.0Yes (X)$682,085$0$37,815
ELIZABETH HURLEY
ASST SECRETARY, CAO, DEPUTY GENERAL DIRECTOR/BEG NOV 202340.0Yes (X)$775,173$0$47,839
VINCENTE MILIANTI
ASST TREASURER, CFAO/UNTIL OCT 2023, CFOO/BEG NOV 202340.0Yes (X)$293,391$0$32,864
JOE DOCKWEILER
MASTER CARPENTER40.0$220,274$0$83,064Yes (X)
KATHLEEN SHEEHAN
VICE PRESIDENT FOR PRINCIPAL GIFTS40.0$247,364$0$28,815Yes (X)
MATTHEW OZAWA
CHIEF ARTISTIC ADMINISTRATION OFFICER40.0$251,623$0$35,819Yes (X)
MICHAEL BLACK
CHORUS DIRECTOR & HEAD OF MUSIC40.0$266,147$0$11,557Yes (X)
PAUL GUNNING
VICE PRESIDENT & CHIEF MARKETING OFFICER/UNTIL SEP 202340.0$222,607$0$57,299Yes (X)
ROBERTA LANE
Former ASST TREASURER/CFAO15.0$206,549$0$6,602Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,094,322TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$383,421TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K92IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Bulley rews Concrete Restoration LLC
1755 W Armitage AvenueChicagoIL60622Construction$1,255,272
Allied Integrated Marketing
55 Cambridge Parkway Suite 200CambridgeMA02142Advertising Agency$1,158,052
Hamill Partners Inc
8501 W Higgins RdChicagoIL60631Janitorial Services$632,052Suite 160
Vedder Price
222 N LaSalle StChicagoIL60601Legal Services$607,384
J and L Food Services Inc
1639 W Walnut StChicagoIL60612Catering$597,094
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K35CntrctRcvdGreaterThan100KCnt
Fundraising$1,709,712FundraisingAmt
Government Grants$632,146GovernmentGrantsAmt
All Other Contributions$33,167,813AllOtherContributionsAmt
Noncash Contributions$3,077,894NoncashContributionsAmt
Total Contributions$35,509,671TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TICKET SALES711190$12,949,434$12,949,434
TICKET HNDLG/EXCHG FEES711190$706,167$706,167
PRODUCTION RENTALS/CO-PRODUCTION INCOME711190$377,181$377,181
PRODUCTION, COSTUME, SET SALES711190$47,725$47,725
FACILITIES EVENTS FEES900099$26,746$26,746

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$14,107,253TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,063,996TotalRevenueColumnAmt
Unrelated Business Revenue$49,770UnrelatedBusinessRevenueAmt
Exclusion$3,014,226ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,037,051RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,294,183RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,742,868RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,742,868TotalRevenueColumnAmt
Exclusion$1,742,868ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$79,854,081SecuritiesAmt
Other$395,123OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,740,643SecuritiesAmt
Other$469,784OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,113,438SecuritiesAmt
Other-$74,661OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,038,777TotalRevenueColumnAmt
Exclusion$2,038,777ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$847,340FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,709,712ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,371,495FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$524,155TotalRevenueColumnAmt
Exclusion-$524,155ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,535,229GrossSalesOfInventoryAmt
Cost Of Goods Sold$761,837CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$773,392TotalRevenueColumnAmt
Unrelated Business Revenue$3,514UnrelatedBusinessRevenueAmt
Exclusion$769,878ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARTY RECEPTION INCOME900099$235,874$235,874$0
MISCELLANEOUS900099$126,647$107,674$18,973
RESTAURANT INCOME900099$33,023$0$33,023

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,087TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,827UnrelatedBusinessRevenueAmt
Exclusion$16,260ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$414,631OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,126,433TotalRevenueColumnAmt
Related Or Exempt Func Income$14,126,226RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$291,985UnrelatedBusinessRevenueAmt
Exclusion$7,198,551ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,403,122TotalAmt
Program Services$958,578ProgramServicesAmt
Management And General$821,708ManagementAndGeneralAmt
Fundraising$622,836FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Program Services$2,550ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,650,979TotalAmt
Program Services$28,042,047ProgramServicesAmt
Management And General$3,189,016ManagementAndGeneralAmt
Fundraising$2,419,916FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,065,283TotalAmt
Program Services$2,844,169ProgramServicesAmt
Management And General$106,030ManagementAndGeneralAmt
Fundraising$115,084FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,601,683TotalAmt
Program Services$5,082,674ProgramServicesAmt
Management And General$242,764ManagementAndGeneralAmt
Fundraising$276,245FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,330,654TotalAmt
Program Services$2,829,602ProgramServicesAmt
Management And General$265,118ManagementAndGeneralAmt
Fundraising$235,934FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$588,313TotalAmt
Program Services$255,709ProgramServicesAmt
Management And General$332,604ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$248,099TotalAmt
Management And General$248,099ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$57,873TotalAmt
Fundraising$57,873FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,851,776TotalAmt
Management And General$1,847,917ManagementAndGeneralAmt
Fundraising$3,859FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,553,136TotalAmt
Program Services$3,818,460ProgramServicesAmt
Management And General$619,104ManagementAndGeneralAmt
Fundraising$115,572FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,590,708TotalAmt
Program Services$1,498,751ProgramServicesAmt
Management And General$22,391ManagementAndGeneralAmt
Fundraising$69,566FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,461,257TotalAmt
Program Services$934,448ProgramServicesAmt
Management And General$373,911ManagementAndGeneralAmt
Fundraising$152,898FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,200,135TotalAmt
Program Services$28,708ProgramServicesAmt
Management And General$1,158,071ManagementAndGeneralAmt
Fundraising$13,356FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$201,904TotalAmt
Program Services$201,904ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,651,499TotalAmt
Program Services$2,311,298ProgramServicesAmt
Management And General$252,657ManagementAndGeneralAmt
Fundraising$87,544FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$997,006TotalAmt
Program Services$654,518ProgramServicesAmt
Management And General$134,319ManagementAndGeneralAmt
Fundraising$208,169FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$31,131TotalAmt
Program Services$14,255ProgramServicesAmt
Management And General$13,292ManagementAndGeneralAmt
Fundraising$3,584FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,086,500TotalAmt
Program Services$2,947,945ProgramServicesAmt
Management And General$121,436ManagementAndGeneralAmt
Fundraising$17,119FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,467,819TotalAmt
Program Services$4,325,823ProgramServicesAmt
Management And General$141,996ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,116,367TotalAmt
Program Services$887,618ProgramServicesAmt
Management And General$224,741ManagementAndGeneralAmt
Fundraising$4,008FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$3,226,756$3,226,756
CATERING$418,914$35,782$56,389$326,743
CHARGE CARD FEES$410,690$371,888$14$38,788
DUES AND SUBSCRIPTIONS$99,524$61,995$26,728$10,801

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$986,323TotalAmt
Program Services$633,477ProgramServicesAmt
Management And General$186,946ManagementAndGeneralAmt
Fundraising$165,900FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$77,300,001TotalAmt
Program Services$61,968,955ProgramServicesAmt
Management And General$10,385,251ManagementAndGeneralAmt
Fundraising$4,945,795FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,885,295BOYAmt
EOY$13,051,567EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$894,548BOYAmt
EOY$930,145EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,376,368BOYAmt
EOY$16,126,663EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$431,130BOYAmt
EOY$358,187EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,298BOYAmt
EOY$10,194EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,766,166BOYAmt
EOY$3,881,639EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$127,050,432LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$88,680,184LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,365,475BOYAmt
EOY$38,370,248EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$47,694,066BOYAmt
EOY$46,729,889EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$142,374,609BOYAmt
EOY$146,792,153EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$49,881BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$269,846,836BOYAmt
EOY$266,250,685EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,586,020BOYAmt
EOY$6,029,541EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,844,469BOYAmt
EOY$7,713,379EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,800,000BOYAmt
EOY$65,539,086EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,717,236BOYAmt
EOY$2,024,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,947,725BOYAmt
EOY$81,306,151EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,917,791BOYAmt
EOY$77,396,071EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$102,981,320BOYAmt
EOY$107,548,463EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$185,899,111BOYAmt
EOY$184,944,534EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$269,846,836BOYAmt
EOY$266,250,685EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$20,173,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,810,690NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,591,699OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,568,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,854,022CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,174,395CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,366,098CurrentTaxYearMinus1YearAmt
Current Tax Year$35,509,671CurrentTaxYearAmt
Total$195,472,907TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,568,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,854,022CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,174,395CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,366,098CurrentTaxYearMinus1YearAmt
Current Tax Year$35,509,671CurrentTaxYearAmt
Total$195,472,907TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,053,707SubstantialContributorsTotAmt
Public Support Total170$184,419,200PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,260,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,980,287CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,469,729CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,809,316CurrentTaxYearMinus1YearAmt
Current Tax Year$7,101,047CurrentTaxYearAmt
Total$20,621,287TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,264CurrentTaxYearMinus1YearAmt
Current Tax Year$37,493CurrentTaxYearAmt
Total$241,635TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$652,455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$188,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,069CurrentTaxYearMinus1YearAmt
Current Tax Year$156,955CurrentTaxYearAmt
Total$1,261,227TotalAmt
FieldValueIRS element (for citing)
Total Support$217,597,056TotalSupportAmt
Gross Receipts Rltd Activities$65,572,511GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8475PublicSupportCY170Pct
Public Support PY1700.8045PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - DINING SPACES, COLUMN A - 495871.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 495871.0; DESCRIPTION - OTHER, COLUMN A - 156584.0, COLUMN B - 102179.0, COLUMN C - 188569.0, COLUMN D - 161069.0, COLUMN E - 156955.0, COLUMN F - 765356.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,707,897BeginningYearBalanceAmt
Contributions$2,909,296ContributionsAmt
Investment Earnings Or Losses$10,242,629InvestmentEarningsOrLossesAmt
Other Expenditures$3,903,938OtherExpendituresAmt
Administrative Expenses$742,465AdministrativeExpensesAmt
End Year Balance$76,213,419EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$62,627,889BeginningYearBalanceAmt
Contributions$1,168,514ContributionsAmt
Investment Earnings Or Losses$7,481,700InvestmentEarningsOrLossesAmt
Other Expenditures$3,169,699OtherExpendituresAmt
Administrative Expenses$400,507AdministrativeExpensesAmt
End Year Balance$67,707,897EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,051,058BeginningYearBalanceAmt
Contributions$5,161,427ContributionsAmt
Investment Earnings Or Losses-$7,039,532InvestmentEarningsOrLossesAmt
Other Expenditures$2,551,173OtherExpendituresAmt
Administrative Expenses$993,891AdministrativeExpensesAmt
End Year Balance$62,627,889EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,197,208BeginningYearBalanceAmt
Contributions$4,364,692ContributionsAmt
Investment Earnings Or Losses$14,419,253InvestmentEarningsOrLossesAmt
Other Expenditures$2,405,839OtherExpendituresAmt
Administrative Expenses$524,256AdministrativeExpensesAmt
End Year Balance$68,051,058EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,986,095BeginningYearBalanceAmt
Contributions$271,612ContributionsAmt
Investment Earnings Or Losses-$138,918InvestmentEarningsOrLossesAmt
Other Expenditures$2,514,315OtherExpendituresAmt
Administrative Expenses$407,266AdministrativeExpensesAmt
End Year Balance$52,197,208EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$696,577OtherCostOrOtherBasisAmt
Book Value$696,577BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,627,631OtherCostOrOtherBasisAmt
Depreciation$75,071,835DepreciationAmt
Book Value$29,555,796BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,178,249OtherCostOrOtherBasisAmt
Depreciation$13,608,349DepreciationAmt
Book Value$7,569,900BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$547,975OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$547,975BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,370,248TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedged Equities- Non-Publicly
Absolute Return- Non-Publicly Traded
Equities- Non-Publicly Traded
Real Assets- Non-Publicly Traded
Assets Held in Trust
Hedged Equities- Non-Publicly$11,467,618F
Absolute Return- Non-Publicly Traded$16,105,029F
Equities- Non-Publicly Traded$93,688,030F
Real Assets- Non-Publicly Traded$20,136,191F
Assets Held in Trust$5,395,285F
FieldValueIRS element (for citing)
Total Book Value Securities$146,792,153TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Annuities Payable
Interest Rate Swap Contract
Annuities Payable$365,814
Interest Rate Swap Contract$1,658,331
FieldValueIRS element (for citing)
Total Liability$2,024,145TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,640,405TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,810,690NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$419,757DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants-$2,293,875RecoveriesPriorYearGrantsAmt
Other Revenue$1,429,176OtherRevenueAmt
Revenue Not Reported$20,365,748RevenueNotReportedAmt
Revenue Subtotal$55,274,657RevenueSubtotalAmt
Investment Expenses Not Incld$1,851,776InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,851,776RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$57,126,433TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$76,594,982TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$419,757DonatedServicesUseFcltsAmt
Other Expenses Included$727,000OtherExpensesIncludedAmt
Expenses Not Reported$1,146,757ExpensesNotReportedAmt
Expenses Subtotal$75,448,225ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,851,776InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,851,776ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$77,300,001TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe 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) footnoteThe 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, 2024 and June 30, 2023. 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 990UNREALIZED GAIN - INTEREST RATE SWAP - 658396 COST OF GOODS SOLD - 761837 DISPOSAL OF FIXED ASSET - 74661 FUNDRAISING ACTIVITIES - -65718
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990COST OF GOODS SOLD - 761837 DISPOSAL OF FIXED ASSET - 74661 CHANGE IN SEVERANCE PLANS' VALUATION - -43780 FUNDRAISING EXPENSES - -65718

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$20,342,605
Europe (Including Iceland and Greenland)00Program ServicesArtistic/Production Costs$481,201
Europe (Including Iceland and Greenland)00InvestmentsN/A$3,056,047
Europe (Including Iceland and Greenland)00FundraisingN/A$404,427
North America (Canada & Mexico only)00FundraisingN/A$6,425
North America (Canada & Mexico only)00Program ServicesARTISTIC/PRODUCTION COSTS$330,317
North America (Canada & Mexico only)00Management & Gen'l - Information Technology CostsN/A$67,786
Russia and Neighboring States00Program ServicesARTISTIC/PRODUCTION COSTS$112,000
Sub-Saharan Africa00FundraisingN/A$2,403
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$24,803,211SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$24,803,211TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SUB-SAHARAN AFRICA-AccrualExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SD&A Teleservices IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15757 W Century Blvd Suite 300AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90045ZIPCd
FieldValueIRS element (for citing)
ActivityTelefundraisingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$80,690GrossReceiptsAmt
Retained By Contractor$57,873RetainedByContractorAmt
Net To Organization$22,817NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$80,690TotalGrossReceiptsAmt
Total Retained By Contractors$57,873TotalRetainedByContractorsAmt
Total Net To Organization$22,817TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Opening NightEvent1Nm
Gross Receipts Event1$1,392,674GrossReceiptsEvent1Amt
Charitable Contri Event1$1,324,973CharitableContriEvent1Amt
Gross Revenue Event1$67,701GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$62,919RentFacilityCostsEvent1Amt
Food And Beverage Event1$99,584FoodAndBeverageEvent1Amt
Entertainment Event1$25,322EntertainmentEvent1Amt
Other Direct Expenses Event1$24,437OtherDirectExpensesEvent1Amt
Event2Board TripEvent2Nm
Gross Receipts Event2$502,187GrossReceiptsEvent2Amt
Charitable Contri Event2$4,564CharitableContriEvent2Amt
Gross Revenue Event2$497,623GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$7,381RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$52,300EntertainmentEvent2Amt
Other Direct Expenses Event2$503,896OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$657,469GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$380,175CharitableContriOtherEventsAmt
Gross Revenue Other Events$277,294GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$20,107RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$185,266FoodAndBeverageOtherEventsAmt
Entertainment Other Events$9,359EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$380,924OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,552,330GrossReceiptsTotalAmt
Charitable Contributions Tot$1,709,712CharitableContributionsTotAmt
Gross Revenue Total Events$842,618GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$90,407RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$284,850FoodAndBeverageTotalEventsAmt
Entertainment Total Events$86,981EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$909,257OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,371,495DirectExpenseSummaryEventsAmt
Net Income Summary-$528,877NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part II Line 11 Net IncomeFormAndLineReferenceDesc
ExplanationThe mechanics of schedule G require that we remove charitable contributions collected at the special event, in order to determine income or loss on events. $1.7 Million of charitable contributions were collected (Schedule G, Part II line 2) for a true net income of $1.2 Million collected at these events.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANTHONY FREUD
GENERAL DIRECTOR, PRESIDENT & CEO$660,740$0$0$0$106,716$0$19,956$0$21,791$0$809,203$0$30,000$0
ENRIQUE MAZZOLA
VICE-CHAIR & MUSIC DIRECTOR$161,653$0$0$0$0$0$0$0$0$0$161,653$0$0$0
ROBERTA LANE
Former ASST TREASURER/CFAO$206,498$0$0$0$51$0$6,602$0$0$0$213,151$0$0$0
DREW LANDMESSER
CHIEF OPERATING OFFICER & DEPUTY GENERAL DIRECTOR/UNTIL OCT 2023$510,759$0$0$0$171,326$0$18,882$0$18,933$0$719,900$0$0$0
ELIZABETH HURLEY
ASST SECRETARY, CAO, DEPUTY GENERAL DIRECTOR/BEG NOV 2023$410,054$0$0$0$365,119$0$19,802$0$28,037$0$823,012$0$0$0
VINCENTE MILIANTI
ASST TREASURER, CFAO/UNTIL OCT 2023, CFOO/BEG NOV 2023$293,103$0$0$0$288$0$11,003$0$21,861$0$326,255$0$0$0
MATTHEW OZAWA
CHIEF ARTISTIC ADMINISTRATION OFFICER$251,431$0$0$0$192$0$13,850$0$21,969$0$287,442$0$0$0
PAUL GUNNING
VICE PRESIDENT & CHIEF MARKETING OFFICER/UNTIL SEP 2023$222,250$0$0$0$357$0$32,824$0$24,475$0$279,906$0$0$0
KATHLEEN SHEEHAN
VICE PRESIDENT FOR PRINCIPAL GIFTS$246,097$0$0$0$1,267$0$12,055$0$16,760$0$276,179$0$0$0
MICHAEL BLACK
CHORUS DIRECTOR & HEAD OF MUSIC$265,321$0$0$0$826$0$0$0$11,557$0$277,704$0$0$0
JOE DOCKWEILER
MASTER CARPENTER$220,274$0$0$0$0$0$28,242$0$54,822$0$303,338$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsTO 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 planLyric contributed $30,000 to a supplemental nonqualified retirement plan for Anthony Freud, which was distributed in 2023. Drew Landmesser contributed $20,160 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 J, Part II, Column (B)(iii) Other reportable compensationAnthony Freud, Elizabeth Hurley, and Drew Landmesser received deferred compensation payments per the terms of their employment contracts. Total reportable compensation may include multiple deferred compensation payments reported in the same tax year.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bulley rews Concrete Restoration LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionENTITY MORE THAN 35% OWNED BY A. BULLEY, TRUSTEERelationshipDescriptionTxt
Transaction$1,652,659TransactionAmt
TransactionContracted Consultant - Normal Course of BusinessTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution48ContributionCnt
Noncash Contributions Rpt F990$2,915,195NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Ember Mugs1$9,000Market value
Yes (X)Video Recording1$20,944Market value
Yes (X)Airplane Travel Miles1$116,089Market value
Yes (X)Catering1$1,260Market value
Yes (X)Hosting Gatherings3$15,406Market value
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Stock donations received Other - Ember Mugs - Number of contributions Other - Video Recording Number of contributions Other - Airplane Travel Miles - Number of contributions Other - Catering - Number of contributions Other - Hosting Gatherings - Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe 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 personsScott Santi and Nancy Santi - Family relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersEach 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 bodyEach 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 bodyThe 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 policyLyric 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 officialThe 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 employeesThe 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-officio member, reviewed the fiscal 2024 compensation arrangements in May 2023. 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 publicLyric Opera of Chicago posts audited financial statements and most recent Form 990 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 11d Other Miscellaneous RevenueCOAT CHECK REVENUE - Total Revenue: 16260, Related or Exempt Function Revenue: , Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 16260; 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 balancesCHANGE IN SEVERANCE PLANS' VALUATION - 43780; UNREALIZED GAIN - INTEREST RATE SWAP CONTRACT - 658396; UNCOLLECTIBLE DEBT - -2293875;
FORM 990, PART VII, Section A Non-US Sourced incomeEnrique Mazzola received non-U.S. sourced income during the calendar year 2023. This income is not subject to U.S. tax reporting requirements and is not included in the compensation reported in Part VII, Section A of Form 990.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.