2022-06-15T11:56:04-05:00 2021-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2020-08-01 746016764 Houston Grand Opera Association Inc HOUS 7135460200 510 Preston Houston TX 770021504 Elizabeth Greer CFO 7135460200 2022-06-15 1 Elizabeth Greer 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Khori Dastoor 510 Preston Houston TX 770021504 29184332 0 X www.houstongrandopera.org X 1955 TX HGO exists to create operatic art that provides access to music's boundless power and beauty. 46 44 760 114 7415 0 19305356 28072151 4757832 150198 14391 339422 381536 523178 24459115 29084949 28245 19861 0 0 16689126 11108303 0 0 2942059 12705296 10512913 29422667 21641077 -4963552 7443872 18604707 24871609 6379030 5202060 12225677 19669549 X See Schedule O 0 0 13712659 144440 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. 1794167 7111 2475 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. 1446910 12750 3283 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. 16953736 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 240 0 1 760 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 46 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Elizabeth Greer CFO 7135460258 510 Preston Houston TX 770021504 X Allyn Risley Chair 20.00 1.00 X X 0 0 0 Janet Langford Carrig Senior Chair 1.00 2.00 X X 0 0 0 James W Crownover Chair Emeritus 1.00 0.00 X X 0 0 0 Lynn Wyatt Vice Chair 1.00 0.00 X X 0 0 0 Christopher V Bacon Secretary 2.00 0.00 X X 0 0 0 Richard Agee Director 1.00 0.00 X 0 0 0 Thomas Ajamie Director 1.00 1.00 X 0 0 0 Robin Angly Director 1.00 0.00 X 0 0 0 Michelle Beale Director 1.00 0.00 X 0 0 0 Astley Blair Director 1.00 0.00 X 0 0 0 Zane Carruth Director 1.00 0.00 X 0 0 0 Albert Chao Director 1.00 0.00 X 0 0 0 Donna P Josey Chapman Director 1.00 0.00 X 0 0 0 Louise Chapman Director 1.00 0.00 X 0 0 0 Mathilda Cochran Director 1.00 0.00 X 0 0 0 Molly Dill Producing Director 40.00 1.00 X 123581 0 27682 Federic Dyen Director 1.00 0.00 X 0 0 0 Warren A Ellsworth IV MD Director 1.00 0.00 X 0 0 0 Benjamin Fink Director 1.00 0.00 X 0 0 0 Michaela Greenan Director 1.00 0.00 X 0 0 0 Dr Ellen R Gritz Director 1.00 0.00 X 0 0 0 Richard Husseini Director 1.00 1.00 X 0 0 0 Jose M Ivo Director 1.00 0.00 X 0 0 0 Marianne Kah Director 1.00 1.00 X 0 0 0 David LePori Director 1.00 0.00 X 0 0 0 Claire Liu Director 1.00 0.00 X 0 0 0 Gabriel Loperena Director 1.00 0.00 X 0 0 0 Richard A Lydecker Jr Director 1.00 0.00 X 0 0 0 Sid Moorhead Director 1.00 0.00 X 0 0 0 Sara Morgan Director 1.00 0.00 X 0 0 0 Terrylin G Neale Director 1.00 1.00 X 0 0 0 Ward Pennebaker Director 1.00 0.00 X 0 0 0 Cynthia Petrello Director 1.00 0.00 X 0 0 0 Gloria M Portela Director 1.00 0.00 X 0 0 0 Matthew L Ringel Director 1.00 0.00 X 0 0 0 Kelly Brunetti Rose Director 1.00 0.00 X 0 0 0 Glen A Rosenbaum Director 1.00 0.00 X 0 0 0 Jack A Roth MD Director 1.00 0.00 X 0 0 0 Tom Rushing Director 2.00 2.00 X 0 0 0 Manolo Sanchez Director 1.00 0.00 X 0 0 0 Harlan C Stai Director 1.00 0.00 X 0 0 0 John G Turner Director 1.00 0.00 X 0 0 0 De la Rey Venter Director 1.00 0.00 X 0 0 0 Alfredo Vilas Director 1.00 0.00 X 0 0 0 Margaret Alkek Williams Director 1.00 0.00 X 0 0 0 Perryn Leech Managing Director (to 12/31/2020) 40.00 1.00 X X 558751 0 31261 Patrick Summers Artistic & Music Director 40.00 0.00 X X 746868 0 22430 Gregory Robertson Chief Advancement Officer 40.00 0.00 X 384574 0 31100 Lise Suino CFO 40.00 1.00 X 176345 0 10419 Richard Bado Head of Music Staff 40.00 0.00 X 170657 0 10687 Deborah Hirsch Senior Director of Development 40.00 0.00 X 173016 0 21270 Dale Edwards Director of Marketing & Comm 40.00 0.00 X 167058 0 10094 David Krohn Director of Development 40.00 0.00 X 127388 0 9650 Kelly Finn Director of Dev, Inst Giving 40.00 0.00 X 128787 0 450 Richard Buffett Director of Major Gifts 40.00 1.00 X 113009 0 382 2870034 0 175425 17 0 1 0 Glimmerglass Opera Inc 7300 State Highway 80 Cooperstown NY 13326 Coproduction fees 274500 Adage Technologies Inc 10 S Riverside Plaza Ste 1500 Chicago IL 60606 Web dev. and maint. 202273 Russell Lamar Thomas 4152 Butternut Place Atlanta GA 30349 Performing artist 101941 Capacity Interactive Consulting 82 Nassau St 60283 New York NY 10038 Digital media consult. 100594 4 917436 2883818 5100253 19170644 1475420 28072151 Co-production/rentals 711300 144440 144440 Studio/education 611600 5758 5758 150198 267922 267922 85620 0 14120 85620 -14120 71500 71500 363350 917436 85263 278087 278087 Other finance gains 900099 237676 237676 Advertising 541800 7415 7415 245091 29084949 150198 7415 855185 X 19861 19861 2441060 1383664 351798 705598 6913583 4966629 775857 1171097 1100982 831124 100475 169383 652678 485455 60733 106490 823 823 44511 44511 2361058 2139667 134663 86728 498971 399016 8387 91568 654722 505989 53119 95614 214239 128069 56129 30041 99809 99809 844360 782101 28178 34081 238274 166528 66608 5138 50994 33423 5992 11579 767 767 232743 179630 26261 26852 199015 133432 31804 33779 Board designated to End 3837776 3837776 Production materials 822929 822929 Amounts uncollectible 407721 36541 371180 Event expenses 4201 1270 2931 21641077 16953736 1745282 2942059 1462595 1403535 452124 932975 14015653 15491331 328663 202023 53653 53653 1504394 1611146 4150007 3592978 730312 557029 4585000 57313 34917 18604707 24871609 1009375 954684 2251053 2857137 3118602 1390239 6379030 5202060 X -2218614 2548629 14444291 17120920 12225677 19669549 18604707 24871609 7443872 0 X 0 1 X 1 0 X 21052712 27074833 17768824 19305326 28072151 113273846 21052712 27074833 17768824 19305326 28072151 113273846 26202926 87070920 7315 11434 9867 14391 267922 310929 113584775 21808344 0.76660 0.75920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65763869 578398 20172111 2881318 49162 83583898 64151768 2378134 1824772 2524625 66180 65763869 63506718 905310 2435888 2682132 14016 64151768 59259136 1657863 5142046 2538433 13894 63506718 57819531 737750 4647179 3930487 14837 59259136 0.02970 0.63700 0.33330 0 1 1 2161421 2017813 143608 1919879 1514500 405379 68707 60665 8042 557029 Refundable advance - special events 834600 Refundable advance - SVOG 555639 1390239 47188384 366695 21576916 21943611 25244773 3840176 3840176 29084949 18226940 366695 56844 423539 17803401 3837676 3837676 21641077 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. My Favorite Things 426590 159440 267150 5196 60889 1625 303 Arias 495854 399654 96200 1084 12910 3256 1 358342 358342 1280786 917436 363350 6280 73799 1625 3559 85263 278087 1 High School Voice Studio Grants 9 12750 Alumni Grants 5 7111 Part I, Line 2: 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. X 0 0 X X X X 1 0 0 0 0 0 0 0 0 Patrick Summers Artistic & Music Director 431379 0 29489 0 286000 0 1160 0 21270 0 769298 0 0 0 Perryn Leech Managing Director (to 12/31/2020) 471853 0 86898 0 0 0 1431 0 29830 0 590012 0 0 0 Gregory Robertson Chief Advancement Officer 361901 0 22673 0 0 0 1270 0 29830 0 415674 0 0 0 Deborah Hirsch Senior Director of Development 171636 0 0 0 1380 0 0 0 21270 0 194286 0 0 0 Lise Suino CFO 174965 0 0 0 1380 0 629 0 9790 0 186764 0 0 0 Richard Bado Head of Music Staff 166777 0 0 0 3880 0 600 0 10087 0 181344 0 0 0 Dale Edwards Director of Marketing & Comm 165678 0 0 0 1380 0 600 0 9494 0 177152 0 0 0 Molly Dill Producing Director 122201 0 0 0 1380 0 481 0 27201 0 151263 0 0 0 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. X 51 1475420 FMV 0 1 0 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. 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 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 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 Houston Grand Opera Endowment Inc C 2881318 Cash Houston Grand Opera Endowment Inc R 3837676 Cash Houston Grand Opera Guild Inc C 2500 Cash