HOUSTON GRAND OPERA ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON GRAND OPERA ASSOCIATION INC (EIN 74-6016764)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-06-15
- IRS object ID
- 202231669349300118
- Schema version
- 2020v4.2
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-15T11:56:04-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746016764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Grand Opera Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135460200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Greer | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7135460200 | PhoneNum |
| Signature | 2022-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Greer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Khori Dastoor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,184,332 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstongrandopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | HGO exists to create operatic art that provides access to music's boundless power and beauty. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 760 | TotalEmployeeCnt |
| Total Volunteers | 114 | TotalVolunteersCnt |
| Total Gross UBI | $7,415 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,305,356 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,072,151 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,757,832 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $150,198 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $339,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $381,536 | PYOtherRevenueAmt |
| CY Other Revenue | $523,178 | CYOtherRevenueAmt |
| PY Total Revenue | $24,459,115 | PYTotalRevenueAmt |
| CY Total Revenue | $29,084,949 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,245 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,861 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,689,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,108,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,942,059 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,705,296 | PYOtherExpensesAmt |
| CY Other Expenses | $10,512,913 | CYOtherExpensesAmt |
| PY Total Expenses | $29,422,667 | PYTotalExpensesAmt |
| CY Total Expenses | $21,641,077 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,963,552 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,443,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,604,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,871,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,379,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,202,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,225,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,669,549 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,712,659 | ExpenseAmt |
| Revenue | $144,440 | RevenueAmt |
| Desc | Opera Productions: Houston Grand Opera (HGO) is one of the largest, most innovative, and most highly acclaimed opera companies in the United States. HGO was the only American finalist for Opera Company of the Year at the 2017 International Opera Awards. In fulfilling its mission to advance the operatic art to serve an ever-evolving audience, HGO has led the field in commissioning new works (66 world premieres to date) and in training and nurturing promising young artists and administrators. The company contributes to the cultural enrichment of Houston and the nation through a diverse and innovative program of performances, community events, and education projects that reaches the widest possible public. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,794,167 | ExpenseAmt |
| Grant | $7,111 | GrantAmt |
| Revenue | $2,475 | RevenueAmt |
| Desc | The Houston Grand Opera Studio is one of the most respected young artist programs in the country. For more than thirty years it has served young singers and pianist/coaches, providing a bridge between full-time training and full-fledged operatic careers. Each year after an exhaustive nationwide search, a hand-selected group of talented individuals is brought here to Houston to work alongside the best in the business at Houston Grand Opera. In main-stage productions and at other less traditional venues, these artists hone their craft as singing actors. During a residency of up to three years, each performer receives customized training from an expert team while gaining invaluable performance experience at the highest level. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,446,910 | ExpenseAmt |
| Grant | $12,750 | GrantAmt |
| Revenue | $3,283 | RevenueAmt |
| Desc | See Schedule OHGOco connects HGO's creative resources with our diverse and vibrant community. The "co" in HGOco stands for company, community, and collaboration. HGOco's innovative and engaging programs take place throughout the Houston area-in schools, parks, community landmarks, alternative performance spaces, and at the Wortham Theater Center, providing a range of opportunities for Houstonians of all ages to seek, engage, and learn through the inspiring art of opera. The nationally recognized Song of Houston initiative commissions new chamber operas and song projects that resonate with contemporary life in Houston and develops community projects that foster collaborations with many Houston-area organizations. Our multi-faceted Education Program includes Opera to Go!, High School Night and student matinees of main-stage productions, the Bauer Family High School Voice Studio, professional development workshops for teachers, opera camps, and residency programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,953,736 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 240 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 760 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Greer CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135460258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770021504 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Allyn Risley | |||||||||
| Chair | 20.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janet Langford Carrig | |||||||||
| Senior Chair | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James W Crownover | |||||||||
| Chair Emeritus | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lynn Wyatt | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christopher V Bacon | |||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Agee | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Ajamie | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robin Angly | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Beale | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Astley Blair | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Zane Carruth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Albert Chao | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna P Josey Chapman | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Louise Chapman | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mathilda Cochran | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Molly Dill | |||||||||
| Producing Director | 40.00 | 1.00 | Yes (X) | $123,581 | $0 | $27,682 | |||
| Federic Dyen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Warren A Ellsworth IV MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin Fink | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michaela Greenan | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Ellen R Gritz | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Husseini | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jose M Ivo | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marianne Kah | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David LePori | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Claire Liu | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gabriel Loperena | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Lydecker Jr | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sid Moorhead | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Morgan | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terrylin G Neale | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ward Pennebaker | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Petrello | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria M Portela | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew L Ringel | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Brunetti Rose | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Glen A Rosenbaum | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack A Roth MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Rushing | |||||||||
| Director | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Manolo Sanchez | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harlan C Stai | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John G Turner | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| De la Rey Venter | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfredo Vilas | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Alkek Williams | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Perryn Leech | |||||||||
| Managing Director (to 12/31/2020) | 40.00 | 1.00 | Yes (X) | Yes (X) | $558,751 | $0 | $31,261 | ||
| Patrick Summers | |||||||||
| Artistic & Music Director | 40.00 | 0.00 | Yes (X) | Yes (X) | $746,868 | $0 | $22,430 | ||
| Gregory Robertson | |||||||||
| Chief Advancement Officer | 40.00 | 0.00 | Yes (X) | $384,574 | $0 | $31,100 | |||
| Lise Suino | |||||||||
| CFO | 40.00 | 1.00 | Yes (X) | $176,345 | $0 | $10,419 | |||
| Richard Bado | |||||||||
| Head of Music Staff | 40.00 | 0.00 | $170,657 | $0 | $10,687 | Yes (X) | |||
| Deborah Hirsch | |||||||||
| Senior Director of Development | 40.00 | 0.00 | $173,016 | $0 | $21,270 | Yes (X) | |||
| Dale Edwards | |||||||||
| Director of Marketing & Comm | 40.00 | 0.00 | $167,058 | $0 | $10,094 | Yes (X) | |||
| David Krohn | |||||||||
| Director of Development | 40.00 | 0.00 | $127,388 | $0 | $9,650 | Yes (X) | |||
| Kelly Finn | |||||||||
| Director of Dev, Inst Giving | 40.00 | 0.00 | $128,787 | $0 | $450 | Yes (X) | |||
| Richard Buffett | |||||||||
| Director of Major Gifts | 40.00 | 1.00 | $113,009 | $0 | $382 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,870,034 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Glimmerglass Opera Inc | |||||
| 7300 State Highway 80 | Cooperstown | NY | 13326 | Coproduction fees | $274,500 |
| Adage Technologies Inc | |||||
| 10 S Riverside Plaza Ste 1500 | Chicago | IL | 60606 | Web dev. and maint. | $202,273 |
| Russell Lamar Thomas | |||||
| 4152 Butternut Place | Atlanta | GA | 30349 | Performing artist | $101,941 |
| Capacity Interactive Consulting | |||||
| 82 Nassau St 60283 | New York | NY | 10038 | Digital media consult. | $100,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $917,436 | FundraisingAmt |
| Related Organizations | $2,883,818 | RelatedOrganizationsAmt |
| Government Grants | $5,100,253 | GovernmentGrantsAmt |
| All Other Contributions | $19,170,644 | AllOtherContributionsAmt |
| Noncash Contributions | $1,475,420 | NoncashContributionsAmt |
| Total Contributions | $28,072,151 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Co-production/rentals | 711300 | $144,440 | $144,440 |
| Studio/education | 611600 | $5,758 | $5,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $150,198 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,922 | TotalRevenueColumnAmt |
| Exclusion | $267,922 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,620 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $14,120 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,620 | SecuritiesAmt |
| Other | -$14,120 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,500 | TotalRevenueColumnAmt |
| Exclusion | $71,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $363,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $917,436 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,263 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,087 | TotalRevenueColumnAmt |
| Exclusion | $278,087 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other finance gains | 900099 | $237,676 | $237,676 | |
| Advertising | 541800 | $7,415 | $7,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $245,091 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,084,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,198 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,415 | UnrelatedBusinessRevenueAmt |
| Exclusion | $855,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,861 | TotalAmt |
| Program Services | $19,861 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,441,060 | TotalAmt |
| Program Services | $1,383,664 | ProgramServicesAmt |
| Management And General | $351,798 | ManagementAndGeneralAmt |
| Fundraising | $705,598 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,913,583 | TotalAmt |
| Program Services | $4,966,629 | ProgramServicesAmt |
| Management And General | $775,857 | ManagementAndGeneralAmt |
| Fundraising | $1,171,097 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,982 | TotalAmt |
| Program Services | $831,124 | ProgramServicesAmt |
| Management And General | $100,475 | ManagementAndGeneralAmt |
| Fundraising | $169,383 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,678 | TotalAmt |
| Program Services | $485,455 | ProgramServicesAmt |
| Management And General | $60,733 | ManagementAndGeneralAmt |
| Fundraising | $106,490 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823 | TotalAmt |
| Program Services | $823 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,511 | TotalAmt |
| Management And General | $44,511 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361,058 | TotalAmt |
| Program Services | $2,139,667 | ProgramServicesAmt |
| Management And General | $134,663 | ManagementAndGeneralAmt |
| Fundraising | $86,728 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,971 | TotalAmt |
| Program Services | $399,016 | ProgramServicesAmt |
| Management And General | $8,387 | ManagementAndGeneralAmt |
| Fundraising | $91,568 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,722 | TotalAmt |
| Program Services | $505,989 | ProgramServicesAmt |
| Management And General | $53,119 | ManagementAndGeneralAmt |
| Fundraising | $95,614 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,239 | TotalAmt |
| Program Services | $128,069 | ProgramServicesAmt |
| Management And General | $56,129 | ManagementAndGeneralAmt |
| Fundraising | $30,041 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,809 | TotalAmt |
| Program Services | $99,809 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,360 | TotalAmt |
| Program Services | $782,101 | ProgramServicesAmt |
| Management And General | $28,178 | ManagementAndGeneralAmt |
| Fundraising | $34,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,274 | TotalAmt |
| Program Services | $166,528 | ProgramServicesAmt |
| Management And General | $66,608 | ManagementAndGeneralAmt |
| Fundraising | $5,138 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,994 | TotalAmt |
| Program Services | $33,423 | ProgramServicesAmt |
| Management And General | $5,992 | ManagementAndGeneralAmt |
| Fundraising | $11,579 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767 | TotalAmt |
| Management And General | $767 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,743 | TotalAmt |
| Program Services | $179,630 | ProgramServicesAmt |
| Management And General | $26,261 | ManagementAndGeneralAmt |
| Fundraising | $26,852 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,015 | TotalAmt |
| Program Services | $133,432 | ProgramServicesAmt |
| Management And General | $31,804 | ManagementAndGeneralAmt |
| Fundraising | $33,779 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Board designated to End | $3,837,776 | $3,837,776 | |
| Production materials | $822,929 | $822,929 | |
| Amounts uncollectible | $407,721 | $36,541 | $371,180 |
| Event expenses | $4,201 | $1,270 | $2,931 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,641,077 | TotalAmt |
| Program Services | $16,953,736 | ProgramServicesAmt |
| Management And General | $1,745,282 | ManagementAndGeneralAmt |
| Fundraising | $2,942,059 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,462,595 | BOYAmt |
| EOY | $1,403,535 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,124 | BOYAmt |
| EOY | $932,975 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,015,653 | BOYAmt |
| EOY | $15,491,331 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,663 | BOYAmt |
| EOY | $202,023 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,653 | BOYAmt |
| EOY | $53,653 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,394 | BOYAmt |
| EOY | $1,611,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,150,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,592,978 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,312 | BOYAmt |
| EOY | $557,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,585,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,313 | BOYAmt |
| EOY | $34,917 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,604,707 | BOYAmt |
| EOY | $24,871,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,375 | BOYAmt |
| EOY | $954,684 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,251,053 | BOYAmt |
| EOY | $2,857,137 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,118,602 | BOYAmt |
| EOY | $1,390,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,379,030 | BOYAmt |
| EOY | $5,202,060 | 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 | -$2,218,614 | BOYAmt |
| EOY | $2,548,629 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,444,291 | BOYAmt |
| EOY | $17,120,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,225,677 | BOYAmt |
| EOY | $19,669,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,604,707 | BOYAmt |
| EOY | $24,871,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,443,872 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,052,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,074,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,768,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,305,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,072,151 | CurrentTaxYearAmt |
| Total | $113,273,846 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,052,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,074,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,768,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,305,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,072,151 | CurrentTaxYearAmt |
| Total | $113,273,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,202,926 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,070,920 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,922 | CurrentTaxYearAmt |
| Total | $310,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $113,584,775 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,808,344 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75920 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,763,869 | BeginningYearBalanceAmt |
| Contributions | $578,398 | ContributionsAmt |
| Investment Earnings Or Losses | $20,172,111 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,881,318 | OtherExpendituresAmt |
| Administrative Expenses | $49,162 | AdministrativeExpensesAmt |
| End Year Balance | $83,583,898 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,151,768 | BeginningYearBalanceAmt |
| Contributions | $2,378,134 | ContributionsAmt |
| Investment Earnings Or Losses | $1,824,772 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,524,625 | OtherExpendituresAmt |
| Administrative Expenses | $66,180 | AdministrativeExpensesAmt |
| End Year Balance | $65,763,869 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,506,718 | BeginningYearBalanceAmt |
| Contributions | $905,310 | ContributionsAmt |
| Investment Earnings Or Losses | $2,435,888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,682,132 | OtherExpendituresAmt |
| Administrative Expenses | $14,016 | AdministrativeExpensesAmt |
| End Year Balance | $64,151,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,259,136 | BeginningYearBalanceAmt |
| Contributions | $1,657,863 | ContributionsAmt |
| Investment Earnings Or Losses | $5,142,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,538,433 | OtherExpendituresAmt |
| Administrative Expenses | $13,894 | AdministrativeExpensesAmt |
| End Year Balance | $63,506,718 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,819,531 | BeginningYearBalanceAmt |
| Contributions | $737,750 | ContributionsAmt |
| Investment Earnings Or Losses | $4,647,179 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,930,487 | OtherExpendituresAmt |
| Administrative Expenses | $14,837 | AdministrativeExpensesAmt |
| End Year Balance | $59,259,136 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,161,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,017,813 | DepreciationAmt |
| Book Value | $143,608 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,919,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,514,500 | DepreciationAmt |
| Book Value | $405,379 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,665 | DepreciationAmt |
| Book Value | $8,042 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $557,029 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable advance - special events | $834,600 |
| Refundable advance - SVOG | $555,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,390,239 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $47,188,384 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $366,695 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $21,576,916 | OtherRevenueAmt |
| Revenue Not Reported | $21,943,611 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,244,773 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,840,176 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,840,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,084,949 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,226,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $366,695 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $56,844 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $423,539 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,803,401 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,837,676 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,837,676 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,641,077 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The organization's endowment funds are held solely by Houston Grand Opera Endowment, Inc. to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances. |
| Part XI, Line 2d - Other Adjustments: | Consolidated audit - revenue of affiliates 21,576,916. |
| Part XI, Line 4b - Other Adjustments: | Contributions from affiliates 2,500. Funds designated by board for reserve 3,837,676. |
| Part XII, Line 2d - Other Adjustments: | Consolidated audit - expenses of affiliates 56,844. |
| Part XII, Line 4b - Other Adjustments: | Funds designated by board for reserve 3,837,676. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | My Favorite Things | Event1Nm |
| Gross Receipts Event1 | $426,590 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $159,440 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $267,150 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,196 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $60,889 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,625 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $303 | OtherDirectExpensesEvent1Amt |
| Event2 | Arias | Event2Nm |
| Gross Receipts Event2 | $495,854 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $399,654 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $96,200 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,084 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,910 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,256 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $358,342 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $358,342 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $1,280,786 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $917,436 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $363,350 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,280 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $73,799 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,625 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,559 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,263 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $278,087 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| High School Voice Studio Grants | 9 | $12,750 |
| Alumni Grants | 5 | $7,111 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are awarded by two selected adjudicators at the public Graduation Recital for the Opera Studio. Grant checks are made directly to the award recipient's university for use toward education expenses. If funds are not so used, the university refunds unused portions back to HGO Association. Grants are also given to help with the costs of college application, etc. Alumni grants are given to ex studio members to help these artists continue to train in their first few years out of the Studio, when cash flow can be particularly difficult. Recipients are selected by committee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patrick Summers | ||||||||||||||
| Artistic & Music Director | $431,379 | $0 | $29,489 | $0 | $286,000 | $0 | $1,160 | $0 | $21,270 | $0 | $769,298 | $0 | $0 | $0 |
| Perryn Leech | ||||||||||||||
| Managing Director (to 12/31/2020) | $471,853 | $0 | $86,898 | $0 | $0 | $0 | $1,431 | $0 | $29,830 | $0 | $590,012 | $0 | $0 | $0 |
| Gregory Robertson | ||||||||||||||
| Chief Advancement Officer | $361,901 | $0 | $22,673 | $0 | $0 | $0 | $1,270 | $0 | $29,830 | $0 | $415,674 | $0 | $0 | $0 |
| Deborah Hirsch | ||||||||||||||
| Senior Director of Development | $171,636 | $0 | $0 | $0 | $1,380 | $0 | $0 | $0 | $21,270 | $0 | $194,286 | $0 | $0 | $0 |
| Lise Suino | ||||||||||||||
| CFO | $174,965 | $0 | $0 | $0 | $1,380 | $0 | $629 | $0 | $9,790 | $0 | $186,764 | $0 | $0 | $0 |
| Richard Bado | ||||||||||||||
| Head of Music Staff | $166,777 | $0 | $0 | $0 | $3,880 | $0 | $600 | $0 | $10,087 | $0 | $181,344 | $0 | $0 | $0 |
| Dale Edwards | ||||||||||||||
| Director of Marketing & Comm | $165,678 | $0 | $0 | $0 | $1,380 | $0 | $600 | $0 | $9,494 | $0 | $177,152 | $0 | $0 | $0 |
| Molly Dill | ||||||||||||||
| Producing Director | $122,201 | $0 | $0 | $0 | $1,380 | $0 | $481 | $0 | $27,201 | $0 | $151,263 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | $1,823 of dues/memberships were paid on behalf of Perryn Leech during the fiscal year. This amount was not treated as taxable compensation because the expenses were business-related. |
| Part I, Line 4a | Perryn Leech received $229,258 for January through July 2021, 7 months of a 12 month agreement. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,475,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Organization Mission: | Houston Grand Opera's vision is to inspire opera's future. Our mission is to advance the operatic art to serve an ever-evolving audience. We will produce great operatic works that create and sustain a new American art form and fuse them with historical repertoire to inspire the next generations of opera lovers-both in our own community and globally through technology. The Core Values of Houston Grand Opera: We believe opera has a vital role to play in the lives of an audience hungry for art, beauty, and meaning. Diversity is no longer just a poetic reference, but a joyous cultural reality the company fully embraces. HGO will honor the classic masterworks but also evolve the art form to serve future generations. We believe our creative dreams for Houston Grand Opera are vital to the cultural pulse of this city and add immeasurably to the quality of life of its many communities. All cultures use words and music to tell their distinct stories, and we have the ability to use opera as a connector to join those communities. HGO seeks to be a global leader in the evolution of the art form, by inspiring it, developing it, training people to deliver it, documenting it, and most importantly, composing it. We will identify and train the next generation of gifted artistic, creative and leadership talent who will create opera's future. |
| Form 990, Part VI, Section A, line 1 | The Executive Committee of the Board of Directors consists of the Chairman of the Board of Directors, the Senior Chairman of the Board of Directors, the Chairman Emeritus of the Board of Directors, the Chairman of the Houston Grand Opera Endowment, Inc., the individual or individuals serving in the Office of the General Director, and the Chairs (but not Vice Chairs or Co-Chairs) of all the Standing Committees of the Board of Directors; provided that, at all times, a majority of the members of the Executive Committee shall be members, or ex officio members, of the Board of Directors. The Executive Committee shall exercise all the powers of the Board of Directors in the management of the business of the Association, including the Association's membership in any subsidiary or affiliated non-profit corporation or the Association's stockholding of any business corporation. |
| Form 990, Part VI, Section A, line 1 | All of the directors listed in Part VII have a single vote with respect to matters that come before the governing body except for the Managing/General Director and Artistic & Music Director who share a single vote. According to the By Laws, regardless of whether two individuals are serving in the Office of the General Director, the Office of the General Director (Managing Director and Artistic & Music Director) shall have a single vote in any meeting of the Trustees, Board of Directors, or Executive Committee, where the Office of the General Director is present. Therefore, even though there are 47 directors serving at the end of the tax year listed in Part VII, there are only 46 voting members of the governing body listed in Part I and Part VI. Similarly, although there are three directors listed in Part VII who receive compensation, because two share a single vote, there are considered to be 2 voting members which are not independent. |
| Form 990, Part VI, Section B, line 11b | Management reviews the 990 and the Audit Committee and Board of Directors receive a copy before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | At the beginning of each fiscal year, each member of the board and every officer is provided a copy of the conflict of interest statement to complete. Reminders to complete the form are sent as needed and copies of the statement are provided at board meetings. |
| Form 990, Part VI, Section B, line 15 | For the Office of the General Director, which includes the Managing Director and Artistic and Music Director, the Executive Committee met to discuss employee performance and compensation details and performed an annual compensation review. Any available data for comparison with other similar top management officials was provided for the Executive Committee's review. The compensation of the Chief Advancement Officer and the Chief Financial Officer was evaluated through the same annual review process as the rest of the employees of the Company. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
| Form 990, Part VII, Section A, Line 1a: | Molly Dill was compensated by the organization in her role as Producing Director and not as a voting member of the governing body. |
| Form 990, Part IX, line 11g | Other consulting fees and stipends: Program service expenses 2,139,667. Management and general expenses 134,663. Fundraising expenses 86,728. Total expenses 2,361,058. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Grand Opera Endowment Inc | ||||||||||
| 510 Preston Street | Houston | TX | 77002 | 760038314 | Hold, manage Endowment funds for the benefit of HGO | TX | 501(c)(3) | 12a | Houston Grand Opera Association Inc | Yes (1) |
| Houston Grand Opera Guild Inc | ||||||||||
| 510 Preston Street | Houston | TX | 77002 | 740016764 | Provide financial and volunteer support for HGO | TX | 501(c)(3) | 10 | Houston Grand Opera Association Inc | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Grand Opera Endowment Inc | ||
| C | $2,881,318 | Cash |
| Houston Grand Opera Endowment Inc | ||
| R | $3,837,676 | Cash |
| Houston Grand Opera Guild Inc | ||
| C | $2,500 | Cash |
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