LOS ANGELES OPERA COMPANY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOS ANGELES OPERA COMPANY (EIN 95-2096402)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202131379349303163
Schema version
2019v5.1
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)
Return2021-05-17T10:29:53-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 S Hope St Suite 1500AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952096402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOS ANGELES OPERA COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CARL M RIESInCareOfNm
Business Name ControlLOSABusinessNameControlTxt
Phone2139727652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 NORTH GRAND AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL RIESPersonNm
Person TitleCFOPersonTitleTxt
Phone2139727219PhoneNum
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHALINI SAIDHAPreparerPersonNm
PTINP01959812PTIN
Phone2139724000PhoneNum
Preparation2021-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCarl M RiesPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 N GRAND AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,502,432GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressLAOPERA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE LOS ANGELES OPERA COMPANY (LA OPERA) IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE AN OPPORTUNITY FOR ALL TO ENJOY THE RICH EMOTIONAL AND CULTURAL EXPERIENCE OF OPERA.ActivityOrMissionDesc
Voting Members Governing Body92VotingMembersGoverningBodyCnt
Voting Members Independent89VotingMembersIndependentCnt
Total Employee1044TotalEmployeeCnt
Total Volunteers228TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,808,643PYContributionsGrantsAmt
CY Contributions Grants$26,107,839CYContributionsGrantsAmt
PY Program Service Revenue$11,918,084PYProgramServiceRevenueAmt
CY Program Service Revenue$8,338,498CYProgramServiceRevenueAmt
PY Investment Income$4,462,727PYInvestmentIncomeAmt
CY Investment Income$2,922,435CYInvestmentIncomeAmt
PY Other Revenue-$278,842PYOtherRevenueAmt
CY Other Revenue-$372,973CYOtherRevenueAmt
PY Total Revenue$50,910,612PYTotalRevenueAmt
CY Total Revenue$36,995,799CYTotalRevenueAmt
PY Grants And Similar Paid$8,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$27,533,614PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,879,850CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$139,770PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$134,796CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,974,121CYTotalFundraisingExpenseAmt
PY Other Expenses$15,856,993PYOtherExpensesAmt
CY Other Expenses$16,537,660CYOtherExpensesAmt
PY Total Expenses$43,538,377PYTotalExpensesAmt
CY Total Expenses$41,560,306CYTotalExpensesAmt
PY Revenues Less Expenses$7,372,235PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,564,507CYRevenuesLessExpensesAmt
Total Assets BOY$97,387,314TotalAssetsBOYAmt
Total Assets EOY$90,291,254TotalAssetsEOYAmt
Total Liabilities BOY$20,096,003TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,789,822TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$77,291,311NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$71,501,432NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo serve the public by producing world-class opera that preserves, promotes and advances the art form while embodying the diversity, spirit and artistic sensibility unique to Los Angeles. See Schedule O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$28,788,903ExpenseAmt
Revenue$6,443,170RevenueAmt
DescOPERA Between July 1, 2019 through June 30, 2020, the Company was scheduled to produce 43 mainstage Opera performances of seven operas for nearly 106,000 audience members. On March 14th, 2020 the County of Los Angeles Department of Public Health ordered the closure of the Music Center campus where the Opera performs. As a result, the final 13 performances of the season were canceled. Leading up to the cancelations, 79,000 people attended 31 mainstage Opera performances of five Operas, including 20,000 who attended preshow educational talks.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,553,595ExpenseAmt
Revenue$1,726,001RevenueAmt
DescOther Artistic Programs The organization presents opera both in person and digitally and at a variety of locations to expand and engage the LA Opera audience and promote the art form. These activities include the "Off Grand Initiative", the "Young Artist Program" as well recitals with world renowned opera singers. As a result of the COVID- pandemic, the company launched "LAO On Now", an online platform to stream Operas, recitals and other content, which garnered over 548,000 views through June 20, 2020. See Schedule ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,374,409ExpenseAmt
Grant$8,000GrantAmt
Revenue$164,442RevenueAmt
DescLAO Connects (formerly Education and Community Outreach) Throughout the year, LA Opera produced over 25 unique LAO Connects programs, for students, children, families, and senior citizens across the Los Angeles region. Over 3,100 school students attended dress rehearsals at the Dorothy Chandler Pavilion. Over 6,100 students and seniors attended main stage performances through our Community Circle program at little or no cost. See Schedule O.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$33,716,907TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
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 IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
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 Document163IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1044EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
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 Members92GoverningBodyVotingMembersCnt
Independent Voting Member89IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCARL M RIESPersonNm
Phone2139727652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 N GRAND AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900123013ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (102 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Placido Domingo
Director (thru 9/30/19)20.00.0Yes (X)$1,412,020$0$0
James Conlon
EX.OFF.DIR. SEE SCH.J, PT. III20.00.0Yes (X)$768,838$0$127,310
Christopher Koelsch
EX.OFFICIO DIR, PRES & CEO40.00.0Yes (X)$671,500$0$15,031Yes (X)
John Nuckols
Executive Vice President40.00.0$378,438$0$6,594Yes (X)
Rupert Hemmings
V.P., ARTISTIC PLANNING40.00.0$232,404$0$14,718Yes (X)
Diane Rhodes Bergman
VICE PRESIDENT, MKTG & COMM40.00.0$235,000$0$11,254Yes (X)
Joshua Winograde
Senior Director, Artisitc40.00.0$217,085$0$14,412Yes (X)
Patricia McLeod
Sr. Director Development40.00.0$195,000$0$13,774Yes (X)
Carl M Ries
V.P., CFO40.00.0$178,395$0$4,497Yes (X)
Stacy C Brightman
V.P., ED. & COMM. ENGAGEMENT40.00.0$160,000$0$10,197Yes (X)
Grant Gershon
Asst. Cond. Chorus Master40.00.0$162,000$0$3,831Yes (X)
Jeff Kleeman
Technical Director40.00.0$150,642$0$13,096Yes (X)
Chul Park
Director, Technology Services40.00.0$149,221$0$12,770Yes (X)
Marc I Stern
Chairman10.00.0Yes (X)$0$0$0Yes (X)
Carol F Henry
Chairman of Executive Committe10.00.0Yes (X)$0$0$0Yes (X)
Bernard A Greenberg
Vice Chairman5.00.0Yes (X)$0$0$0Yes (X)
Warner W Henry
Vice Chairman5.00.0Yes (X)$0$0$0Yes (X)
Sebastian Paul Musco
Vice Chairman5.00.0Yes (X)$0$0$0Yes (X)
Eugene P Stein
Vice Chairman5.00.0Yes (X)$0$0$0Yes (X)
Marilyn Ziering
Vice Chairman5.00.0Yes (X)$0$0$0Yes (X)
Robert Ronus
Treasurer5.00.0Yes (X)$0$0$0Yes (X)
Marvin S Shapiro
Secretary5.00.0Yes (X)$0$0$0Yes (X)
Geraldine Alden PhD
Director2.00.0Yes (X)$0$0$0
Patricia N Artigas
Director2.00.0Yes (X)$0$0$0
James R Asperger
Director2.00.0Yes (X)$0$0$0
Haig S Bagerdjian
Director2.00.0Yes (X)$0$0$0
Paul Bloch
Director2.00.0Yes (X)$0$0$0
Alex K Bouzari
Director2.00.0Yes (X)$0$0$0
Dr Iman H Brivanlou
Director2.00.0Yes (X)$0$0$0
Barbara Burtin
Director (As of 7/1/19)2.00.0Yes (X)$0$0$0
Marlene Chavez
Director2.00.0Yes (X)$0$0$0
Joyce Chernick
Director2.00.0Yes (X)$0$0$0
Robert T Cook
Director2.00.0Yes (X)$0$0$0
Alexis Deutsch-Adler
Director2.00.0Yes (X)$0$0$0
Leslie A Dorman
Director2.00.0Yes (X)$0$0$0
Geoff Emery
Director2.00.0Yes (X)$0$0$0
Penelope Foley
Director2.00.0Yes (X)$0$0$0
Don Erik Franzen
Director2.00.0Yes (X)$0$0$0
Dr Michael A Friedman
Director2.00.0Yes (X)$0$0$0
Alexander Furlotti
Director2.00.0Yes (X)$0$0$0
Craig Garner
Director2.00.0Yes (X)$0$0$0
Kiki Ramos Gindler
Director2.00.0Yes (X)$0$0$0
Ruth R Gold
Director2.00.0Yes (X)$0$0$0
Thomas Gottschalk
Director2.00.0Yes (X)$0$0$0
Diane Gray
Director2.00.0Yes (X)$0$0$0
Monica Gutierrez-Roper
Director2.00.0Yes (X)$0$0$0
Cornelia Haag-MolkentellerPhD
Director2.00.0Yes (X)$0$0$0
Hany Haddad
Director2.00.0Yes (X)$0$0$0
Nicolas Hamatake
Director2.00.0Yes (X)$0$0$0
Mary Hayley
Director2.00.0Yes (X)$0$0$0
Catherine H Helm
Director2.00.0Yes (X)$0$0$0
Mrs John F Hotchkis
Director2.00.0Yes (X)$0$0$0
Tim C Johnson
Director2.00.0Yes (X)$0$0$0
Richard Jones
Director2.00.0Yes (X)$0$0$0
Lawrence A Kern
Director2.00.0Yes (X)$0$0$0
Gayle Kirschbaum
Director2.00.0Yes (X)$0$0$0
Thomas F Kranz
Director2.00.0Yes (X)$0$0$0
Lauren B Leichtman
Director2.00.0Yes (X)$0$0$0
Keith R Leonard Jr
Director2.00.0Yes (X)$0$0$0
Sean Madnani
Director2.00.0Yes (X)$0$0$0
Claude Mann
Director2.00.0Yes (X)$0$0$0
Patty McKenna
Director2.00.0Yes (X)$0$0$0
Bryan Moeller
Director2.00.0Yes (X)$0$0$0
James Mulally
Director2.00.0Yes (X)$0$0$0
Gregory Nava
Director2.00.0Yes (X)$0$0$0
Dr Leslie A Pam PhD
Director2.00.0Yes (X)$0$0$0
Linda Pascotto
Director2.00.0Yes (X)$0$0$0
Linda Pierce
Director2.00.0Yes (X)$0$0$0
Harold B Ray
Director2.00.0Yes (X)$0$0$0
Courtney Reum
Director2.00.0Yes (X)$0$0$0
Barry A Sanders
Director2.00.0Yes (X)$0$0$0
Lionel Sauvage
Director2.00.0Yes (X)$0$0$0
Heinrich Schelbert
Director2.00.0Yes (X)$0$0$0
R Carlton Seaver
Director2.00.0Yes (X)$0$0$0
Lisa See
Director2.00.0Yes (X)$0$0$0
Joan Seidel
Director2.00.0Yes (X)$0$0$0
Linda Shaheen
Director2.00.0Yes (X)$0$0$0
Marilyn Shapiro
Director2.00.0Yes (X)$0$0$0
Susan Shapiro
Director2.00.0Yes (X)$0$0$0
Eric L Small
Director2.00.0Yes (X)$0$0$0
James Thurmond Smithgall
Director2.00.0Yes (X)$0$0$0
Dr Vina Spiehler
Director2.00.0Yes (X)$0$0$0
Deanie Stein
Director2.00.0Yes (X)$0$0$0
Mrs Dorothy B Straus
Director2.00.0Yes (X)$0$0$0
Dr James H Strauss
Director2.00.0Yes (X)$0$0$0
Barbara Augusta Teichert
Director2.00.0Yes (X)$0$0$0
Sandra Terner
Director2.00.0Yes (X)$0$0$0
Paul D Tosetti
Director2.00.0Yes (X)$0$0$0
Brigitta B Troy
Director2.00.0Yes (X)$0$0$0
Chris Walker
Director2.00.0Yes (X)$0$0$0
Regina Weingarten
Director2.00.0Yes (X)$0$0$0
Geoffrey P Wharton
Director2.00.0Yes (X)$0$0$0
Alyce Williamson
Director2.00.0Yes (X)$0$0$0
Andrew Xu
Director2.00.0Yes (X)$0$0$0
Zev Yaroslavsky
Director2.00.0Yes (X)$0$0$0
Ellen Zetcher
Director2.00.0Yes (X)$0$0$0
Ann Ziff
Director2.00.0Yes (X)$0$0$0
Beatrice Bennett
Director (as of 12/09/19)2.00.0Yes (X)$0$0$0
Kathleen K Eberhardt
Director (as of 7/1/19)2.00.0Yes (X)$0$0$0
Laurel Howat
Director (as of 7/1/19)2.00.0Yes (X)$0$0$0
Scott R Lord
Director (as of 9/13/19)2.00.0Yes (X)$0$0$0
M Faye Wilson
Director (as of 7/1/192.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,910,543TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$247,484TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K37IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
MARINGO USA LLC
425 E 58TH ST 21FNEW YORKNY10022DIR/PERFORMANCE FEES$1,412,020
AMADEUS MUSIC PRODUCTION CORP
1 PENN PLAZA SUITE 2615NEW YORKNY10019DIR/CONDUCTOR$768,838
The SCENIC ROUTE
13516 DESMOND STREETPACOIMACA91331SET & PROP CONST.$577,272
112 BEVERLY LLC
936 CRENSHAW BLVD 100LOS ANGELESCA90019COSTUME SHOP RENT$574,916
SCENARIO TWO LTD
PRODUCTION COMPANY$568,707THE LONG BARN LEWES ROADLAUGHTON0UKBN8 68Q
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Fundraising$1,025,923FundraisingAmt
Government Grants$5,418,345GovernmentGrantsAmt
All Other Contributions$19,663,571AllOtherContributionsAmt
Noncash Contributions$1,947,539NoncashContributionsAmt
Total Contributions$26,107,839TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Ticket Sales and Fees711190$6,448,361$6,448,361
Off-Grand Project711190$1,702,989$1,702,989
Recitals611710$53,629$53,629
Outreach Income711190$164,442$164,442
Co-Production & Production Rental711190-$35,808-$35,808

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,885TotalRevenueColumnAmt
Related Or Exempt Func Income$4,885RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,338,498TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,901,927TotalRevenueColumnAmt
Exclusion$2,901,927ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$306TotalRevenueColumnAmt
Exclusion$306ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,942,539SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,922,031SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,508SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,508TotalRevenueColumnAmt
Exclusion$20,508ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$73,901FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,025,923ContriRptFundraisingEventAmt
Fundraising Direct Expenses$584,602FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$510,701TotalRevenueColumnAmt
Exclusion-$510,701ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Workers Compensation Rebate900099$36,156$36,156
403b Forfeiture Funds900099$2,579$2,579
BOX OFFICE CONSORTIUM INCOME900099$98,687$98,687
FieldValueIRS element (for citing)
Other Revenue Total$137,422OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,995,799TotalRevenueColumnAmt
Related Or Exempt Func Income$8,475,920RelatedOrExemptFuncIncomeAmt
Exclusion$2,412,040ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Program Services$8,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,226,196TotalAmt
Program Services$3,658,273ProgramServicesAmt
Management And General$182,892ManagementAndGeneralAmt
Fundraising$385,031FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,771,759TotalAmt
Program Services$13,551,110ProgramServicesAmt
Management And General$831,724ManagementAndGeneralAmt
Fundraising$1,388,925FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,238,464TotalAmt
Program Services$1,201,094ProgramServicesAmt
Management And General$15,378ManagementAndGeneralAmt
Fundraising$21,992FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,931,775TotalAmt
Program Services$1,729,871ProgramServicesAmt
Management And General$72,898ManagementAndGeneralAmt
Fundraising$129,006FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,711,656TotalAmt
Program Services$1,498,336ProgramServicesAmt
Management And General$87,345ManagementAndGeneralAmt
Fundraising$125,975FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$762,720TotalAmt
Program Services$1,000ProgramServicesAmt
Management And General$756,500ManagementAndGeneralAmt
Fundraising$5,220FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$167,463TotalAmt
Management And General$167,463ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$134,796TotalAmt
Fundraising$134,796FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$103,791TotalAmt
Management And General$103,791ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,558,944TotalAmt
Program Services$2,558,944ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,591,357TotalAmt
Program Services$1,452,605ProgramServicesAmt
Management And General$46,684ManagementAndGeneralAmt
Fundraising$92,068FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$428,047TotalAmt
Program Services$272,825ProgramServicesAmt
Management And General$69,272ManagementAndGeneralAmt
Fundraising$85,950FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$171,186TotalAmt
Program Services$38,044ProgramServicesAmt
Management And General$132,166ManagementAndGeneralAmt
Fundraising$976FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$355,705TotalAmt
Program Services$355,705ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,596,031TotalAmt
Program Services$2,410,045ProgramServicesAmt
Management And General$185,986ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$863,823TotalAmt
Program Services$730,041ProgramServicesAmt
Management And General$84,677ManagementAndGeneralAmt
Fundraising$49,105FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$25,769TotalAmt
Program Services$8,729ProgramServicesAmt
Management And General$8,380ManagementAndGeneralAmt
Fundraising$8,660FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$368,644TotalAmt
Management And General$368,644ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$494,028TotalAmt
Program Services$227,321ProgramServicesAmt
Management And General$266,707ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$295,983TotalAmt
Management And General$295,983ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Physical Production Costs$1,879,239$1,855,146$20,688$3,405
Other Consulting Fees$1,423,277$846,708$483,733$92,836
Special Programs$547,827$122,605$54,458$370,764
Credit Card Discounts$319,441$255,313$64,128

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,584,385TotalAmt
Program Services$935,192ProgramServicesAmt
Management And General$633,909ManagementAndGeneralAmt
Fundraising$15,284FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,560,306TotalAmt
Program Services$33,716,907ProgramServicesAmt
Management And General$4,869,278ManagementAndGeneralAmt
Fundraising$2,974,121FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,460,920BOYAmt
EOY$410,592EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,068,133BOYAmt
EOY$26,708,519EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$784,588BOYAmt
EOY$3,190,852EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,308,316BOYAmt
EOY$1,082,330EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,285,289LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,969,274LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,614,562BOYAmt
EOY$1,316,015EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$23,115,709BOYAmt
EOY$22,395,921EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$35,035,086BOYAmt
EOY$35,187,025EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,387,314BOYAmt
EOY$90,291,254EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,279,454BOYAmt
EOY$4,532,929EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,174,882BOYAmt
EOY$4,426,893EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$3,616,667BOYAmt
EOY$3,550,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,025,000BOYAmt
EOY$6,280,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,096,003BOYAmt
EOY$18,789,822EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$6,457,004BOYAmt
EOY-$9,661,362EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$83,748,315BOYAmt
EOY$81,162,794EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$77,291,311BOYAmt
EOY$71,501,432EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,387,314BOYAmt
EOY$90,291,254EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,564,507ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$175,767NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,049,605OtherChangesInNetAssetsAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,743,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,386,562CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,920,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,808,643CurrentTaxYearMinus1YearAmt
Current Tax Year$25,808,679CurrentTaxYearAmt
Total$165,667,541TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,278,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,815,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,472,677CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,918,084CurrentTaxYearMinus1YearAmt
Current Tax Year$8,338,498CurrentTaxYearAmt
Total$61,823,037TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,022,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,201,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,392,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,726,727CurrentTaxYearMinus1YearAmt
Current Tax Year$34,147,177CurrentTaxYearAmt
Total$227,490,578TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,219,504CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,338,311CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,331,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,163,174CurrentTaxYearMinus1YearAmt
Current Tax Year$5,437,584CurrentTaxYearAmt
Total$80,490,396TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,219,504CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,338,311CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,331,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,163,174CurrentTaxYearMinus1YearAmt
Current Tax Year$5,437,584CurrentTaxYearAmt
Total$80,490,396TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$147,000,182PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,601,569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,370,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,460,113CurrentTaxYearMinus1YearAmt
Current Tax Year$2,901,927CurrentTaxYearAmt
Total$10,552,935TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,601,569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,370,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,460,113CurrentTaxYearMinus1YearAmt
Current Tax Year$2,901,927CurrentTaxYearAmt
Total$10,552,935TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$209,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,870CurrentTaxYearMinus1YearAmt
Current Tax Year$510,484CurrentTaxYearAmt
Total$1,534,831TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,573,796CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,105,154CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,973,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,366,710CurrentTaxYearMinus1YearAmt
Current Tax Year$37,559,588CurrentTaxYearAmt
Total$239,578,344TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.61358PublicSupportCY509Pct
Public Support PY5090.60380PublicSupportPY509Pct
Investment Income CY0.04405InvestmentIncomeCYPct
Investment Income PY0.03369InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,095,388BeginningYearBalanceAmt
Contributions$176,800ContributionsAmt
Investment Earnings Or Losses$135,756InvestmentEarningsOrLossesAmt
Other Expenditures$1,012,023OtherExpendituresAmt
End Year Balance$22,395,921EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,537,187BeginningYearBalanceAmt
Contributions$180,000ContributionsAmt
Investment Earnings Or Losses$1,207,745InvestmentEarningsOrLossesAmt
Other Expenditures$829,544OtherExpendituresAmt
End Year Balance$23,095,388EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,190,924BeginningYearBalanceAmt
Contributions$216,512ContributionsAmt
Investment Earnings Or Losses$1,415,258InvestmentEarningsOrLossesAmt
Other Expenditures-$1,714,493OtherExpendituresAmt
End Year Balance$22,537,187EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,009,252BeginningYearBalanceAmt
Contributions$5,176,090ContributionsAmt
Investment Earnings Or Losses$2,542,504InvestmentEarningsOrLossesAmt
Other Expenditures$5,536,922OtherExpendituresAmt
End Year Balance$19,190,924EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,562,617BeginningYearBalanceAmt
Contributions$2,632,284ContributionsAmt
Investment Earnings Or Losses-$550,972InvestmentEarningsOrLossesAmt
Other Expenditures$634,677OtherExpendituresAmt
End Year Balance$17,009,252EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$763,444OtherCostOrOtherBasisAmt
Depreciation$560,734DepreciationAmt
Book Value$202,710BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,099,610OtherCostOrOtherBasisAmt
Depreciation$7,057,504DepreciationAmt
Book Value$1,042,105BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$422,236OtherCostOrOtherBasisAmt
Depreciation$351,037DepreciationAmt
Book Value$71,199BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,316,014TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMUSIC CTR FDTN UNITIZED INV PLDesc
Book Value$22,395,921BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$22,395,921TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INT PERPETUAL TRUST$16,003,936
BENEFICIAL INT REMAINDER TRUST$19,070,643
DEPOSITS$88,692
FABRIC INVENTORY$23,754
FieldValueIRS element (for citing)
Total Book Value Other Assets$35,187,025TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$37,964,598TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$175,767NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,131,681DonatedServicesAndUseFcltsAmt
Other Revenue$124,341OtherRevenueAmt
Revenue Not Reported$1,080,255RevenueNotReportedAmt
Revenue Subtotal$36,884,343RevenueSubtotalAmt
Investment Expenses Not Incld$103,791InvestmentExpensesNotIncldAmt
Other Revenues Not Included$7,665OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$111,456RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,995,799TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$43,754,457TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,131,681DonatedServicesUseFcltsAmt
Other Expenses Included$1,173,926OtherExpensesIncludedAmt
Expenses Not Reported$2,305,607ExpensesNotReportedAmt
Expenses Subtotal$41,448,850ExpensesSubtotalAmt
Investment Expenses Not Incld2$103,791InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$7,665OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$111,456ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,560,306TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
INTENDED USE OF ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART V, LINE 4 THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS TO PROVIDE A RELIABLE STREAM OF FUNDING TO ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. TO SATISFY THE LONG-TERM RATE-OF-RETURN OBJECTIVES, THE OPERA RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). IN ORDER TO SUPPORT THE LONG-TERM GROWTH OF THE OPERA, THE FINANCE COMMITTEE HAS ESTABLISHED A SPENDING RATE POLICY WHERE THE ENDOWMENT SHALL ANNUALLY DISTRIBUTE A PERCENTAGE OF THE 12-QUARTER ROLLING AVERAGE FAIR VALUE ENDING ON MARCH 30 OF THE PRIOR FISCAL YEAR. IN 2018, THE PERCENTAGE RATE USED WAS 5%. FOR FUNDS WITH DONOR-IMPOSED ASSET ALLOCATIONS OR DISTRIBUTIONS, THE DISTRIBUTIONS CONFORM TO THE DONOR'S EXPRESSED WISHES. THIS SPENDING RATE POLICY IS CONSISTENT WITH THE OPERA'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NET GIFTS AND INVESTMENT RETURN.
REVENUE ON AUDITED FINANCIALS, NOT ON FORM 990Form 990, Schedule D, Part XI, Line 2d CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST $ 124,341 REVENUE ON FORM 990, RECLASSIFIED FROM AUDITED FINANCIALS FORM 990, SCHEDULE D, PART XI, LINE 4B Gross up Sale of Securities Gain netted against Exp $ 2,780 Gross up of Visit Patron/Aria Inc net against Exp $ 4,885 ------------ TOTAL $ 7,665
EXPENSES ON AUDITED FINANCIALS, NOT ON FORM 990FORM 990, SCHEDULE D, PART XII, LINE 2D Write-off of Uncollectible Pledges $ 1,173,926 EXPENSES ON FORM 990, NOT AUDITED FINANCIALS FORM 990, SCHEDULE D, PART XII, LINE 4B Gross up Sale of Securities Gain netted against Exp $ 2,780 Gross up of Visit Patron/Aria Inc net against Exp $ 4,885 ------------ TOTAL $ 7,665

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
SDA TELESERVICES INC
5757 WEST CENTURY BLVD STE 300LOS ANGELESCA90045TELEFUNDINGfalse$255,986$113,501$142,485
THEATER DIRECT INC
4213 BURBANK BLVDBURBANKCA91505TELEMRKTINGfalse$48,950$21,295$27,655
FieldValueIRS element (for citing)
Total Gross Receipts$304,936TotalGrossReceiptsAmt
Total Retained By Contractors$134,796TotalRetainedByContractorsAmt
Total Net To Organization$170,140TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event119/20 OPEN GALAEvent1Nm
Gross Receipts Event1$800,664GrossReceiptsEvent1Amt
Charitable Contri Event1$726,763CharitableContriEvent1Amt
Gross Revenue Event1$73,901GrossRevenueEvent1Amt
Rent Facility Costs Event1$62RentFacilityCostsEvent1Amt
Food And Beverage Event1$87,606FoodAndBeverageEvent1Amt
Entertainment Event1$5,995EntertainmentEvent1Amt
Other Direct Expenses Event1$490,939OtherDirectExpensesEvent1Amt
Event220/21 OPEN GALAEvent2Nm
Gross Receipts Event2$299,160GrossReceiptsEvent2Amt
Charitable Contri Event2$299,160CharitableContriEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,099,824GrossReceiptsTotalAmt
Charitable Contributions Tot$1,025,923CharitableContributionsTotAmt
Gross Revenue Total Events$73,901GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$62RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$87,606FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,995EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$490,939OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$584,602DirectExpenseSummaryEventsAmt
Net Income Summary-$510,701NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTHE MARRIAGE OF FIGARO POSTER ART DESIGN CONTESTGrantTypeTxt
Recipient3RecipientCnt
Cash Grant$8,000CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALSFormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINES 1 & 2 IN 2019, THE OPERA HELD A POSTER CONTEST FOR THE OPERA THE MARRIAGE OF FIGARO POSTER ART DESIGN CONTEST. THE CONTEST WAS FUNDED BY SUPPORT FROM THE GROW @ ANNENBERG(ANNENBERG FOUNDATION), AND WAS OPEN TO ENROLLED COLLEGE ART & DESIGN STUDENTS IN SOUTHERN CALIFORNIA. THREE UNRESTRICTED CASH PRIZES WERE AWARDED TO THE WINNERS. SINCE THERE WERE NO AWARD RESTRICTIONS, NO MONITORING OF THE USE OF THE FUNDS WAS NECESSARY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
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 PlanfalseSupplementalNonqualRtrPlanInd
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 (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt
James Conlon
EX.OFF.DIR. SEE SCH.J, PT. III$765,000$3,838$127,310$896,148
Placido Domingo
Director (thru 9/30/19)$845,353$566,667$1,412,020
Christopher Koelsch
EX.OFFICIO DIR, PRES & CEO$400,000$5,500$686,531$271,500$9,531
John Nuckols
Executive Vice President$325,000$5,500$385,032$53,438$1,094
Diane Rhodes Bergman
VICE PRESIDENT, MKTG & COMM$235,000$4,700$246,254$6,554
Carl M Ries
V.P., CFO$178,395$3,568$182,892$929
Rupert Hemmings
V.P., ARTISTIC PLANNING$232,404$4,648$247,122$10,070
Stacy C Brightman
V.P., ED. & COMM. ENGAGEMENT$160,000$3,200$170,197$6,997
Patricia McLeod
Sr. Director Development$195,000$3,900$208,774$9,874
Grant Gershon
Asst. Cond. Chorus Master$162,000$3,240$165,831$591
Jeff Kleeman
Technical Director$150,642$3,013$163,738$10,083
Joshua Winograde
Senior Director, Artisitc$217,085$4,342$231,497$10,070
Chul Park
Director, Technology Services$149,221$2,984$161,991$9,786

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COMPENSATION INFORMATIONForm 990, Schedule J, Part I, Line 1a FIRST CLASS TRAVEL EXPENSES OF PLACIDO DOMINGO AND JAMES CONLON ARE REIMBURSED BY THE OPERA WHEN NECESSARY FOR BUSINESS PURPOSES. THE AMOUNTS ARE PAID TO THE CORPORATE EMPLOYERS OF DOMINGO AND CONLON AND TREATED AS REIMBURSEMENT OF EXPENSE PURSUANT TO AN ACCOUNTABLE PLAN. LIMITED TRAVEL IS PROVIDED TO MEMBERS OF CONLON'S FAMILY SUBJECT TO RESTRICTIONS. TRAVEL EXPENSES PAID FOR CONLON'S FAMILY ARE INCLUDED AS REPORTABLE COMPENSATION ON THE 1099 ISSUED TO AMADEUS MUSIC PRODUCTION CORPORATION. NO INDIVIDUAL(S) RECEIVED GROSS-UP PAYMENTS RELATED TO REIMBURSEMENT OF HOUSING EXPENSES. THESE PAYMENTS WERE INCLUDED AS NON-TAXABLE BENEFITS AND WERE NOT INCLUDED IN THEIR W-2 TAXABLE COMPENSATION.
FORM 990, SCHEDULE J, PART IITOTAL COMPENSATION FOR PLACIDO DOMINGO IN THE CALENDAR YEAR 2019 INCLUDES $566,667 IN GENERAL DIRECTOR FEES DEFERRED FROM CALENDAR YEAR 2018, $120,353 IN PERFORMANCE/CONDUCTING FEES DEFERRED FROM CALENDAR YEAR 2018, AND $675,000 IN GENERAL DIRECTOR FEES COVERING THE PERIOD JANUARY 2019 THROUGH SEPTEMBER 2019 OTHER REPORTED COMPENSATION INCLUDES $50,000 IN DIRECTOR FEES FOR MARTA DOMINGO (SEE SCHEDULE L FOR FURTHER DISCLOSURE). ANY PAYMENTS FOR SERVICES PROVIDED BY DOMINGO, PER THE AGREEMENT BETWEEN THE OPERA AND HIS COMPANY MARINGO, LLC (A COMPANY UNRELATED TO LA OPERA) WERE MADE TO MARINGO, LLC. TOTAL COMPENSATION FOR JAMES CONLON IN CALENDAR YEAR 2019 INCLUDES MUSIC DIRECTOR FEES OF $325,000 (OF WHICH $162,500 IN FEES WERE DEFERRED FROM CALENDAR YEAR 2018), AS WELL AS CONDUCTING FEES OF $440,000 (OF WHICH $240,000 IN CONDUCTING FEES WERE DEFERRED FROM CALENDAR YEAR 2018). CONLON ALSO RECEIVED TRAVEL REIMBURSEMENTS OF $1,896 WHICH IS INCLUDED IN HIS 1099 REPORTABLE COMPENSATION. ANY PAYMENTS FOR SERVICES PROVIDED BY CONLON PER THE AGREEMENT BETWEEN THE OPERA AND HIS COMPANY AMADEUS MUSIC PRODUCTION CORP (A COMPANY UNRELATED TO LA OPERA) WERE MADE TO AMADEUS MUSIC PRODUCTION CORP.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT RONUSSEE NOTE
BOARD MEMBEROPERATIONSYes (X)$7,000,000$1,500,000falsefalseYes (true)
ROBERT RONUS
BOARD MEMBEROPERATIONSYes (X)$1,050,000$16,667falsefalseYes (true)
Lionel Sauvage
BOARD MEMBEROPERATIONSYes (X)$1,000,000falsefalseYes (true)
MARILYN ZIERING
BOARD MEMBEROPERATIONSYes (X)$100,000$33,333falsefalseYes (true)
BERNARD GREENBERG
BOARD MEMBEROPERATIONSYes (X)$50,000falsefalseYes (true)
SELIM ZILKHA
BRD FMLY MBROPERATIONSYes (X)$100,000falsefalseYes (true)
FRANK BAXTER
FRMR BRD MBROPERATIONSYes (X)$50,000falsefalseYes (true)
ROBERT RONUS
BOARD MEMBEROPERATIONSYes (X)$1,000,000$1,000,000falsefalseYes (true)
Paul Sebastian Musco
BOARD MEMBEROPERATIONSYes (X)$1,000,000$1,000,000falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$3,550,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMARTA DOMINGOPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF GENENRAL DIR.RelationshipDescriptionTxt
Transaction$50,000TransactionAmt
TransactionCOMP FOR DIR, COSTUME, SCTransactionDesc
Sharing Of RevenuesYes (true)SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOANS FROM INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE L, PART II, COLUMN (A) THE LOAN WITH ROBERT RONUS FOR $7,000,000 IS A LOAN FROM HIS DONOR ADVISED FUND. FORM 990, SCHEDULE L, PART II, COLUMN (F) LOANS FROM DONORS OR BOARD MEMBERS DO NOT REQUIRE FINANCE COMMITTEE OR FULL BOARD APPROVAL. THE BOARD CHAIR APPROVES ALL SUCH TRANSACTIONS AS WELL AS THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV, LINE 1 MARTA DOMINGO IS AN INTERNATIONALLY RECOGNIZED OPERA DIRECTOR. HER SELECTION AS DIRECTOR FOR A PRODUCTION OF LA TRAVIATA WAS BASED ON HER REPUTATION AND SKILL, AND WAS DISCLOSED AND APPROVED BY THE FULL BOARD. PAYMENTS FOR SERVICES PROVIDED BY MRS. DOMINGO TO THE OPERA ARE MADE TO MARINGO USA, LLC. AMOUNTS PAID ARE ALSO REPORTED ON PART VII, SECTION B, AS AN INDEPENDENT CONTRACTOR.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution54ContributionCnt
Noncash Contributions Rpt F990$1,942,539NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG VAL DATE DONATEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescCosmeticsDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL COSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONSForm 990, Schedule M, Part I, Column B THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. EACH INDIVIDUAL CONTRIBUTION MAY CONTAIN MORE THAN ONE ITEM.
METHOD OF DETERMINING REVENUESSCHEDULE M, PART I, LINE 9 CONTRIBUTED PROPERTY IS RECORDED AS INCOME AT THE FAIR VALUE OF THE PROPERTY ON THE DATE OF DONATION. THE FAIR VALUE OF PUBLICLY TRADED SECURITIES IS BASED ON QUOTED MARKET PRICES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
REVENUE LESS EXPENSESFORM 990, PART I, LINE 19 CONSISTENT WITH INSTRUCTIONS FOR THE FORM 990, LINE 19 REFLECTS REVENUE LESS EXPENSES FOR ALL NET ASSET CLASSES. REVENUE LESS EXPENSES FROM UNRESTRICTED OPERATIONS PLUS NONOPERATING ITEMS WAS $3,096,890 AND ($3,204,358) IN 18-19 AND 19-20 RESPECTIVELY. ORGANIZATION'S MISSION, CONTINUED FORM 990, PART III, LINE 1 WE ENVISION AN ENGAGED AND ENLIGHTENED COMMUNITY IN WHICH ALL MEMBERS HAVE THE OPPORTUNITY TO COLLECTIVELY ENJOY THE RICH AESTHETIC, EMOTIONAL, INTELLECTUAL AND CULTURAL EXPERIENCE OF OPERA.
PROGRAM SERVICE, CONTINUEDFORM 990, PART III, LINE 4B Off Grand The LA Opera Off Grand Initiative is designed to bring performances to a broader geographic area, reach new and more diverse audiences and expand the range of experiences available to existing audiences. The Company also partners with other local arts organizations to present concert performances of current season operas as well as co-produce contemporary opera at various performance venues. The Off Grand performances and programs reached over 7,600 audience members. In its fifth year, the Simulcast project, funded by the County of Los Angeles, broadcasted La Boheme live in high-definition to the big screen at the Santa Monica Pier and Columbia Regional Park in Torrance on September 28, 2019 free of charge to an audience of over 5,000 Domingo-Colburn-Stein Young Artist Program The Young Artist Program seeks to support and develop the careers of promising singers and pianists.? This residency program provides extensive training and performance experience through main-stage roles, cover roles, concerts and other productions. During the year, twelve artists were given 46 main-stage assignments (roles, covers) and performed in more than 24 recitals throughout the community. Cathedral Project The Festival Play of Daniel was cancelled due to stay at home orders as a result of the COVID pandemic. The Cathedral Project normally expects the participation of an estimated 450 community performers and reaches an audience of nearly 4,800 people. Radio Broadcasts LA Opera has a series of local and national radio broadcasts. The nationally syndicated 2019-2020 series on WFMT was heard on 64 stations and featured Puccini's La Boheme, Mozart's The Clemency of Titus and Bizet's Carmen. LA Opera's KUSC broadcast season featured Puccini's La Boheme, Mozart's The Magic Flute, the world premiere of Matthew Aucoin's Eurydice and Donizetti's Roberto Devereux.
PROGRAM SERVICE, CONTINUEDFORM 990, PART III, LINE 4C In School Opera brought weekly workshops to 25 elementary and secondary schools, where over 1,000 students learned to perform in and produce opera, and then performed the opera at their school alongside professional artists for audiences of fellow students and their families, across all schools totaling almost 12,000. Voices for Tolerance, a year-long program for almost 151 students, provided weekly sessions that teach choral music and performance, as well as discuss diversity and tolerance. More than 360 students, teachers and family watched the final performances (three elementary schools participated in an online version of the program due to stay at home orders). Over 3,100 students and teachers attended final dress rehearsals at the Dorothy Chandler Pavilion, which included workshops by musicians and production staff. Opera Prep and Opera for Educators offered 93 teachers the opportunity to learn a broad foundation of Opera to be used in workshops and seminars. Other LAO Connects programs included the Healthcare Project which filled the halls of and streamed to 13 hospitals. LAO Connects programs provide opportunities for underserved community groups to attend mainstage performances at little or no cost. Due to stay at home orders, 11 programs were cancelled (est. audience of 1,250), however participation in and access to many programs, including Opera Camp, Podcasts and virtual Community Performances and events increased significantly, reaching over 221,000 community members, compared to 158,000 in 2018-19.
VOTING MEMBERS OF THE GOVERNING BODYFORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS EMPOWERED TO EXERCISE ALL THE DUTIES OF THE BOARD BETWEEN MEETINGS OF THE BOARD AND WHEN THE BOARD IS NOT IN SESSION, EXCEPT THOSE MATTERS PRECLUDED UNDER SECTION 5212 OF THE CALIFORNIA NONPROFIT CORPORATION LAW.
FAMILY RELATIONSHIPFORM 990, PART VI, SECTION A, LINE 2 THERE IS ONE MARRIED COUPLE ON THE BOARD: WARNER & CAROL HENRY.
REVIEW OF THE FORM 990FORM 990, PART VI, SECTION B, LINE 11A AND 11B THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND PRESIDENT OF THE LA OPERA, AND EDITED IF REQUIRED. PRIOR TO PRESENTATION TO THE AUDIT COMMITTEE, THE CHAIR OF THE BOARD REVIEWS THE DRAFT AND PROPOSES EDITS, IF REQUIRED. IT IS THE PRACTICE OF THE LA OPERA TO CIRCULATE THE PUBLIC INSPECTION COPY, WITHOUT SCHEDULE B (CONFIDENTIAL DONOR LIST), TO THE AUDIT COMMITTEE FOR DISCUSSION, REVIEW AND APPROVAL PRIOR TO FILING. FURTHER, THE PUBLIC INSPECTION COPY WITHOUT SCHEDULE B IS MADE AVAILABLE TO THE FULL BOARD SUBSEQUENT TO FILING BY ELECTRONIC OR OTHER MEANS.
MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTERESTFORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES ADOPTED BY THE BOARD. ANY PROPOSED TRANSACTION WHERE THERE IS, OR MAY BE, A CONFLICT OF INTEREST WITH A BOARD MEMBER IS DISCUSSED AND MAY BE SUBJECT TO APPROVAL BY THE BOARD. ANNUALLY, A PERSONALIZED LETTER TO EACH BOARD MEMBER, SIGNED BY THE CHAIRMAN OF THE BOARD, IS CIRCULATED SPECIFICALLY REQUESTING REVIEW OF THE POLICY, WHICH IS ATTACHED TO THE LETTER ALONG WITH A QUESTIONNAIRE. A RESPONSE TO A QUESTIONNAIRE IS REQUESTED TO BE SENT TO THE CHIEF FINANCIAL OFFICER. ANY POTENTIAL CONFLICT IS DISCUSSED WITH THE CHAIRMAN OF THE BOARD AND THE PRESIDENT. THE CHAIRMAN OR THE PRESIDENT DECIDE IF A POTENTIAL CONFLICT EXISTS AND IF IT SHOULD BE SUBMITTED TO THE BOARD OF DIRECTORS. A SIMILAR POLICY EXISTS, AND PROCESS IS CONDUCTED, WITH KEY EMPLOYEES WITH A QUESTIONNAIRE SUBMITTED TO THE DIRECTOR OF HUMAN RESOURCES.
PROCESS FOR DETERMINING COMPENSATIONFORM 990, PART VI, SECTION B, LINE 15A AND 15B THE COMPENSATION COMMITTEE OF THE BOARD MEETS TO REVIEW AND APPROVE THE COMPENSATION, OR CHANGE IN COMPENSATION, OF THE FOLLOWING POSITIONS, AND OTHER KEY EMPLOYEES: " GENERAL DIRECTOR " MUSIC DIRECTOR " PRESIDENT AND CHIEF EXECUTIVE OFFICER " CHIEF FINANCIAL OFFICER " VICE PRESIDENTS THE COMPENSATION COMMITTEE IS COMPOSED OF BOARD MEMBERS INDEPENDENT WITH REGARD TO THE COMPENSATION ARRANGEMENT. IN ITS EFFORTS TO COMPENSATE EMPLOYEES FAIRLY FOR THEIR SERVICES, THE COMMITTEE UTILIZES THE FOLLOWING IN DETERMINING APPROPRIATE LEVELS OF COMPENSATION: " COMPENSATION SURVEYS OR STUDIES OF COMPARABLE ORGANIZATIONS " INDUSTRY GROUP SURVEYS (OPERA AMERICA) " FORM 990 OF COMPARABLE ORGANIZATIONS COMPENSATION AGREEMENTS ARE APPROVED BY THE COMMITTEE AND THE BOARD OFDIRECTORS. DOCUMENTATION INCLUDES THE TERMS OF THE AGREEMENTS AND THE DATE APPROVED , MEMBERS PRESENT DURING THE MEETING AND THOSE WHO VOTED ON IT, THE COMPARABILITY DATA RELIED UPON AND HOW IT WAS OBTAINED, AND ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE TRANSACTION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE AUTHORIZED BODY BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. ONE COMPENSATION COMMITTEE MEETING WAS HELD ON OCTOBER 12, 2020 WHICH REVIEWED AND APPROVED COMPENSATION PACKAGES FOR THE FISCAL YEAR ENDED JUNE 30, 2020.
PROCESS FOR DISCLOSING GOVERNING DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19 THE LA OPERA MAKES ITS GOVERNING DOCUMENTS, TAX EXEMPTION LETTER, CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE WWW.LAOPERA.ORG.
RECONCILIATION OF NET ASSETSFORM 990, PART XI, LINE 9 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST $ 124,341 UNCOLLECTIBLE PLEDGES ON RECEIVABLES ($1,173,926) ------------ TOTAL ($1,049,585)
SCHEDULE B CONTRIBUTIONSFORM 990, SCHEDULE B CONSISTENT WITH INSTRUCTIONS FOR THE 990 RETURN, ALL CONTRIBUTIONS ARE REPORTED ON THE ACCRUAL BASIS. CONTRIBUTIONS ITEMIZED IN SCHEDULE B INCLUDE NEW GIFTS (BOTH CASH AS WELL AS PLEDGES NOT RECOGNIZED IN PRIOR YEARS). ALSO INCLUDED ARE CHANGES IN DISCOUNT TO RECOGNIZE NEW AND EXISTING LONG TERM PLEDGES AT PRESENT VALUE. THE TOTAL CHANGE IN DISCOUNT IS $1,025,015.
990, PART VIIIPaycheck Protection Program Loan - In March 2020, the COVID-19 pandemic forced the closure of the Music Center Campus, including the Opera's main performance space the Dorothy Chandler Pavilion. The closure and subsequent stay at home orders caused the cancelation of the remaining performances of the 2019-20 season. In April 2020, the Opera was approved for a $4,104,545 PPP loan. The loan enabled the company to continue paying employees, many of whom lost work due to the cancellations of the remaining performances of the 2019-20. The company applied for forgiveness of the loan, and recorded the loan as a federal grant as of June 30, 2020.
COMPENSATION OF THE FIVE HIGHEST PAID INDEPENDENT CONTRACTORSFORM 990, PART VII, SECTION B, LINE 1 THE AMOUNTS LISTED BELOW FOR AMADEUS MUSIC PRODUCTION CORP AND MARINGO USA, LLC ARE PAYMENTS, AT THEIR BEHEST, FOR SERVICES PROVIDED BY JAMES CONLON AND PLACIDO DOMINGO, RESPECTIVELY. SEE SCHEDULE J FOR FURTHER INFORMATION.

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