2021-05-04T19:49:39-05:00 2020-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2019-07-01 581371843 THE ATLANTA OPERA INC % INGA MURRO ATLA 4048818801 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 RHYS T WILSON BOARD CHAIR 4043511282 2021-05-17 true SABRE J LINAHAN P01372980 4048746244 2021-05-17 2019 2022-09-23 18:48:47Z RHYS T WILSON 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 7120836 false X WWW.ATLANTAOPERA.ORG X 1979 GA THE ATLANTA OPERA STRIVES TO ENRICH OUR COMMUNITY BY CREATING THE HIGHEST QUALITY OPERATIC AND THEATRICAL PROGRAMMING THAT RE-IMAGINES THE CLASSICS AND INTRODUCES NEW WORKS. 41 41 232 56 0 0 7973358 4911150 2058784 1267197 510764 389247 -28164 117084 10514742 6684678 0 0 0 0 4192734 4523714 11644 0 1011212 4536189 4090760 8740567 8614474 1774175 -1929796 20382279 19344471 1469031 2327328 18913248 17017143 ENRICH OUR COMMUNITY BY CREATING THE HIGHEST QUALITY OPERATIC AND THEATRICAL PROGRAMMING THAT RE-IMAGINES THE CLASSICS AND INTRODUCES NEW WORKS; EXPANDS AND ENGAGES OUR AUDIENCE; AND STIMULATES CRITICAL CONVERSATIONS. false false 2918615 1056352 OPERA PERFORMANCES - LIVE PERFORMANCES OF THREE LARGE SCALE PRODUCTIONS AT THE COBB ENERGY CENTRE WITH A TOTAL ATTENDANCE OF APPROXIMATELY 15,775. 509675 56515 COMMUNITY ENGAGEMENT AND EDUCATION PERFORMANCES - IN SCHOOL PERFORMANCES INCLUDE STUDIO TOUR, WORKSHOPS, MASTERCLASSES AND RESIDENCES FOR GRADES K-12; FINAL DRESS REHEARSAL AND FIELD TRIP PROGRAMS BRING STUDENTS TO FULLY STAGED MAINSTAGE PRODUCTIONS FOR GRADES 6-12. THESE PROGRAMS SERVED A COMBINED 28,970 STUDENTS AT 170 EDUCATIONAL INSTITUTIONS. COMMUNITY ENGAGEMENT PROGRAMS SUCH A PRE-TALKS, PANELS, POP-UP CONCERTS, AND PARTNERSHIP EVENTS SERVED 13,626 COMMUNITY MEMBERS AT 37 TOTAL EVENTS. 2471847 154330 DISCOVERIES SERIES - LIVE PERFORMANCES DEDICATED TO OUR AUDIENCE MEMBERS WHO ARE LOOKING FOR NEW WORK, NEW IDEAS, AND FRESH PERSPECTIVES. SERVING APPROXIMATELY 3,550 PATRONS ANNUALLY, THE SERIES IS PERFORMED AT A SMALLER, URBAN VENUES THAT ARE EASILY ACCESSIBLE VIA MASS TRANSIT. 5900137 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false true false false false false true 189 0 true 232 true true true false false false false true true false false false false false false X 41 41 false false false false false false false true true false false true true true true true true true true false GA X INGA MURRO 4048812256 1575 NORTHSIDE DR NW BLDG 300 ST ATLANTA GA 30318 X Tomer Zvulun CEO, GENERAL & ARTISTIC DIRECT 45.0 0.0 X 381093 0 79137 Micah B Fortson Managing Director 45.0 0.0 X 122931 0 21203 Kevin G Mynatt Director of Production 45.0 0.0 X 90426 0 12541 Kathy J White Director of Finance 45.0 0.0 X 84355 0 9000 Paul R Harkins Chief Advancement Officer 45.0 0.0 X 39038 0 0 Mr John L Hammaker Vice Chair 12.0 0.0 X X 0 0 0 Mr Rhys T Wilson Chair 12.0 0.0 X X 0 0 0 Mr Charles R Yates Vice Chair 12.0 0.0 X X 0 0 0 Ms Bunny Winter Treaurer 12.0 0.0 X X 0 0 0 Mr Micahel E Paulhus Secretary 12.0 0.0 X X 0 0 0 Mrs Elizabeth Adler Board Member 1.5 0.0 X 0 0 0 Mr Bryan H Barnes Board Member 1.5 0.0 X 0 0 0 Mr Dante Bellizzi Board Member 1.5 0.0 X 0 0 0 Mr Montague L Boyd IV Board Member 1.5 0.0 X 0 0 0 Mrs Rosemary Kopel Brown Board Member 1.5 0.0 X 0 0 0 Ms Mary Calhoun Board Member 1.5 0.0 X 0 0 0 Mr Mario Concha Board Member 1.5 0.0 X 0 0 0 Frank A Critz MD Board Member 1.5 0.0 X 0 0 0 Ms Martha Thompson Dinos Board Member 1.5 0.0 X 0 0 0 Mr Dieter Elsner Board Member 1.5 0.0 X 0 0 0 Dr Donald J Filip Board Member 1.5 0.0 X 0 0 0 Mr Kevin Greiner Board Member 1.5 0.0 X 0 0 0 Mrs Joanne Chesler Gross Board Member 1.5 0.0 X 0 0 0 Mr Howard W Hunter Board Member 1.5 0.0 X 0 0 0 Mr Kevin Kelly Board Member 1.5 0.0 X 0 0 0 Mr Andrew Long Board Member 1.5 0.0 X 0 0 0 Mr James B Miller Jr Board Member 1.5 0.0 X 0 0 0 Mrs Sandra Shearouse Morelli Board Member 1.5 0.0 X 0 0 0 Mr William E Pennington Board Member 1.5 0.0 X 0 0 0 Mr Herbert J Rosenberg Board Member 1.5 0.0 X 0 0 0 Mr Charles Sharbaugh Board Member 1.5 0.0 X 0 0 0 Mr Alex J Simmons Board Member 1.5 0.0 X 0 0 0 Mr Paul Snyder Board Member 1.5 0.0 X 0 0 0 Mr William F Snyder Board Member 1.5 0.0 X 0 0 0 Mrs Christine StClare Board Member 1.5 0.0 X 0 0 0 Mr G Kimrough Taylor Jr Board Member 1.5 0.0 X 0 0 0 Mr William E Tucker Board Member 1.5 0.0 X 0 0 0 Mr Robert Dean Board Member 1.5 0.0 X 0 0 0 Mrs Wendy Anzalone Board Member 1.5 0.0 X 0 0 0 Mrs Tiffany Kent Board Member 1.5 0.0 X 0 0 0 Mrs Stephanie Morela Board Member 1.5 0.0 X 0 0 0 Mrs Talia Murphy Board Member 1.5 0.0 X 0 0 0 Mr Howard Palefsky Board Member 1.5 0.0 X 0 0 0 Mrs Marie Ward Board Member 1.5 0.0 X 0 0 0 Mr Frank Butterfield Board Member 1.5 0.0 X 0 0 0 Dr Harold Brody Board Member 1.5 0.0 X 0 0 0 Mrs Cathy Callaway Adams Immediate Past Chair 12.0 0.0 X X 0 0 0 717843 0 121881 2 false true false UTP Productions Inc 774 South 500 West SALT LAKE CITY UT 84101 Payroll Service 490489 1 323675 86750 4500725 772385 4911150 TICKETING 711110 1102309 1102309 COMMUNITY ENGAGEMENT 711110 56515 56515 TICKET & SEAT FEES 711110 20628 20628 APPLICATION FEES 711110 8837 8837 SET RENTAL 711110 78908 78908 1267197 249975 249975 0 357 357 0 0 0 442920 303648 139272 139272 139272 237562 323675 124556 113006 113006 0 0 0 9370 7954 1416 1416 MISC REVENUE 2305 2305 2305 6684678 1267197 506331 X 0 0 0 0 914638 624787 157602 132249 0 3213722 2195287 553758 464677 26129 26129 251258 182943 40172 28143 117967 80583 20327 17057 0 464 464 24622 24622 0 0 55252 55252 1299353 1148351 120159 30843 349596 217307 94512 37777 139715 74619 50609 14487 121023 44767 39841 36415 0 342941 202046 67658 73237 139125 127584 5679 5862 0 5401 461 4207 733 690 690 0 286036 286036 67704 25884 40957 863 OTHER PRODUCTION COSTS 723522 655922 22900 44700 SET & HALL RENTAL 278053 278053 INDIRECT FUNDRAISING EXPENSES 138575 28906 7133 102536 BANK & MERCHANT FEES 63290 12637 50653 55398 33765 21633 8614474 5900137 1703125 1011212 X 1880617 872692 290325 803762 5521428 4550011 6287 3250 0 0 0 0 0 0 6613 7237 178155 211321 3115437 1324039 1562503 1791398 10931984 11088355 0 0 0 0 1942 942 2425 15503 20382279 19344471 435090 549071 0 0 1033941 938057 0 0 0 0 0 0 0 840200 0 0 0 0 1469031 2327328 X -481158 876103 19394406 16141040 18913248 17017143 20382279 19344471 -1929796 18691 15000 X false true X true false X 3646128 6273895 12151975 7973358 4911150 34956506 0 0 3646128 6273895 12151975 7973358 4911150 34956506 13610979 21345527 172694 180902 189723 253388 250332 1047039 0 18382 11062 42322 16627 2305 90698 36094243 9943958 0.59138 0.57337 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11222309 287445 408947 442920 55252 11420529 9083412 1708204 862937 384913 47331 11222309 8122155 525709 818322 343826 38948 9083412 7086268 550000 866122 346133 34102 8122155 7749145 40425 88159 760219 31242 7086268 0.04940 0.95060 false false 323492 186250 137242 2589288 1084414 1504874 202657 53375 149282 1791398 0 0 X 6733280 18691 141213 159904 6573376 55252 56050 111302 6684678 8629385 141213 141213 8488172 55252 71050 126302 8614474 SCH D, PART V, LINE 4 TEMPORARILY RESTRICTED NET ASSETS INCLUDE TIME AND PURPOSE RESTRICTED CONTRIBUTIONS. THE PURPOSE RESTRICTED FUNDS ARE TO BE USED FOR COMMUNITY ENGAGEMENT. PERMANENTLY RESTRICTED NET ASSETS TOTALING $10,856,894 AT JUNE 30, 2020 CONSISTS OF ENDOWMENT FUND INVESTMENTS TO BE HELD INDEFINITELY, THE INCOME FROM WHICH IS UNRESTRICTED FOR SUPPORT OF THE OPERATIONS OF THE OPERA. SCH D, PART X, LINE 2 The Opera is exempt from income taxes under Section 501(c)(3) of the U.S. Internal Revenue Code, as amended, and is classified by the Internal Revenue Service as other than a private foundation. Accordingly no provision or liability for federal and state income taxes has been recorded in the accompanying financial statements. The Opera annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Opera takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Opera is subject to examination by the federal and state taxing authorities. In general, the Opera is no longer subject to tax examinations for tax years ending before June 30, 2017. SCH D, PART XI, LINE 2D 132,250 Fundraising Event Expenses 7,954 + COGS Included in Inventory 1,009 + Loss on Sale of Securities -------------------------- 141,213 = SCH D, PART XI, LINE 4B 56,050 Adjustment to Donor Event Income, Net of Benefit -------------------------- 56,050 = SCH D, PART XII, LINE 2D 132,250 Fundraising Event Expenses 7,954 + COGS Included in Inventory 1,009 + Loss on Sale of Securities -------------------------- 141,213 = SCH D, PART XII, LINE 4B 15,000 Bad Debt Writeoff 56,050 + Adjustment to Donor Event Income, Net of Benefit -------------------------- 71,050 = Gala Campaign Planning false Gala 561237 323675 237562 30210 51050 37873 5423 0 561237 323675 237562 30210 51050 37873 5423 124556 113006 X X X false true false false false false false true false Tomer Zvulun CEO, GENERAL & ARTISTIC DIRECT 323238 57855 73134 6330 460557 SCH J, PART I, LINE 4B During fiscal year 2018 the organization implemented a deferred compensation plan for the CEO. During the 5 year term of the agreement, the organization will set aside amounts as a long term incentive bonus. The CEO is not vested in these amounts until the end of the contract period, termination without cause or resignation on good terms. SCH J, PART I, LINE 7 MERIT BONUSES WERE AWARDED BASED ON PERFORMANCE AT YEAR END. Additionally, director fees are awarded based on the number of shows produced during the year. X 13 686345 FAIR MARKET VALUE X Gift Card 1 50000 FAIR MARKET VALUE X Tickets 3 29200 FAIR MARKET VALUE X Travel Voucher 2 6840 FAIR MARKET VALUE false true true SCH M, PART 1, COL B THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN SCHEDULE M, PART I, COLUMN B. SCH M, PART 1, LINE 32B THE OPERA USES A BROKERAGE FIRM TO SELL THE STOCK CONTRIBUTIONS. PART VI, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD FOR FORMAL APPROVAL. THE APPROVED 990 IS PROVIDED TO ALL BOARD MEMBERS. PART VI, LINE 12C Board members are expected to read the conflict of interest policy when they join the board and a copy of this policy is provided to current board members on an annual basis. If board leadership identifies a potential conflict of interest the board member in question is surveyed and appropriate action is taken to resolve the conflict. Board members are asked to contact an officer of the organization if they themselves find a conflict of interest. PART VI, LINE 15A BOARD LEADERSHIP WORKS WITH AN OUTSIDE ORGANIZATIONAL DEVELOPMENT CONSULTANT. THIS PROCESS WAS USED FOR HIRING AND CONTRACT RENEWALS WITH THE GENERAL DIRECTORS IN 2004, 2009, 2013, AND 2017. PART VI, LINE 19 GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. Part VII Independent Contractors Amounts listed as paid to UTP Productions, Inc. on Part VII are not entirely for payroll services. The following detail categorizes those payments: Payroll Expense 81,372.51 + Union Benefits 55,320.59 + Salaries: Wardrobe 11,021.26 + Salaries: Stagehands 342,774.09 + ------------------------------------------ 490,488.50 = FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:43856 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:1255497 ATLANTA OPERA PRODUCTIONS LLC 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 473733882 BENEFITS GA 0 SEE ATTACH SCH R, PART I, LINE 1, COL F DIRECT CONTROLLING ENTITY: THE ATLANTA OPERA, INC