FORT WORTH OPERA ASSOCIATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FORT WORTH OPERA ASSOCIATION INC (EIN 75-0945915)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-07-15
- IRS object ID
- 202011979349305836
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T15:22:28-07:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750945915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT WORTH OPERA ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 8177310833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 Pecan Street Suite 100 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nelson Claytor | PersonNm |
| Person Title | Board Chairman | PersonTitleTxt |
| Phone | 8173003626 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.78.105.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Nelson Claytor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 Pecan Street | AddressLine1Txt |
| Address Line2 | Suite 100 | AddressLine2Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,423,388 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.fwopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To educate, entertain, and expand the horizons of current and future audiences and artists through variety and artistic integrity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,050,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,223,619 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $405,226 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $623,750 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,213 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,495 | PYOtherRevenueAmt |
| CY Other Revenue | $40,290 | CYOtherRevenueAmt |
| PY Total Revenue | $2,502,582 | PYTotalRevenueAmt |
| CY Total Revenue | $2,997,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,049,319 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,130,405 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,840 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,578 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,581,170 | PYOtherExpensesAmt |
| CY Other Expenses | $2,516,243 | CYOtherExpensesAmt |
| PY Total Expenses | $2,646,329 | PYTotalExpensesAmt |
| CY Total Expenses | $3,646,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$143,747 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$648,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $933,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $542,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $279,021 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $588,826 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $654,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$46,151 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To educate, entertain, and expand the horizons of current and future audiences and artists through variety and artistic integrity. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,326,463 | ExpenseAmt |
| Revenue | $468,037 | RevenueAmt |
| Desc | Fort Worth Opera produces an annual Fort Worth Opera Festival in April-May during which two operas are performed as main stage performances and one opera is performed at an alternative venue. The 2019 Festival included 3 performances of Porgy and Bess and 3 performances of El Pasasdo Nunca Se Termina at the Bass Performance Hall. Three performances of the opera Companionship was presented at the Fort Worth Botanical Gardens Theater. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Fort Worth Opera Studio, founded in 2002, includes four young Lesley Artists chosen each year from national auditions to be in residence with Fort Worth Opera in order to continue their training as they prepare for professional careers. They perform in the FWO children's' Opera Theater in addition to roles in festival productions as well as receiviing lessons and coachings, languarge an dmovement classes and classes on OPera as a business. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,968 | ExpenseAmt |
| Revenue | $165,827 | RevenueAmt |
| Desc | Children's Opera Theatre, in existence for over thirty years, reaching over 30,0000 students each year in the Dallas-Fort Worth Metroplex. Productions for the 2018-2019 school year used familiar stories paired with music from well- known operas to both entertain and educate children including: The Three Little Pigs Remix and The Musicians of Bremen. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,696,431 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 106 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Nelson Claytor | PersonNm |
| Phone | 8177310833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 Pecan Street Suite 100 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Mr John O Sutton Jr | |||||||
| Treasurer | 4 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Jill Fischer | |||||||
| Chairman Emeritus | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| G Whitney Smith | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Kenny Fischer | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mrs J o Ann Patton | |||||||
| Secretary | 4 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Rita V O'Farrell | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Michael Martinez | |||||||
| Chairman | 4 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Bond Malone | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Kristen Lindsay | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Joseph Lesley | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Robert L Jameson | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Jennifer Goldberg | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Lee B Freese | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Juana Rosa Daniell | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Dr Nelson E Claytor | |||||||
| President | 4 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Louise B Carvey | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Dr Robert S Capper | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr David Bucher | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Megan Ruth Bowdon | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mary Pencis | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Ed Schollmaier | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Vernon Rew | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| John Forestner | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Barbara Jordan | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Emily Stephenson | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Nicole Duvall | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Bill Massad | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Patrick C McClanahan | |||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mr Tuomas Hiltunen | |||||||
| General Director | 40 | 0 | Yes (X) | $179,992 | $0 | $14,884 | |
| Ms Mary Goosens | |||||||
| CFO Consulting | 5 | 0 | Yes (X) | $24,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $203,992 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $100,606 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $62,667 | GovernmentGrantsAmt |
| All Other Contributions | $2,060,346 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $2,223,619 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tickets - Festival | 711110 | $476,424 | $476,424 | $0 | $0 |
| Performance Fees | 711110 | $95,527 | $95,527 | $0 | $0 |
| Productions Rentals | 711110 | $26,874 | $26,874 | $0 | $0 |
| Program Production Fees | 711110 | $24,925 | $24,925 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $623,750 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,719 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $463,925 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $358,431 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,494 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $105,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $106,925 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,606 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,085 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,840 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,840 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $450 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $450 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,997,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $623,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $150,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,824 | TotalAmt |
| Program Services | $40,366 | ProgramServicesAmt |
| Management And General | $80,729 | ManagementAndGeneralAmt |
| Fundraising | $80,729 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,112 | TotalAmt |
| Program Services | $374,580 | ProgramServicesAmt |
| Management And General | $235,546 | ManagementAndGeneralAmt |
| Fundraising | $146,986 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,680 | TotalAmt |
| Program Services | $42,485 | ProgramServicesAmt |
| Management And General | $31,204 | ManagementAndGeneralAmt |
| Fundraising | $19,991 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,789 | TotalAmt |
| Program Services | $37,752 | ProgramServicesAmt |
| Management And General | $23,786 | ManagementAndGeneralAmt |
| Fundraising | $16,251 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,015 | TotalAmt |
| Management And General | $66,015 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,298 | TotalAmt |
| Program Services | $1,102,546 | ProgramServicesAmt |
| Management And General | $34,476 | ManagementAndGeneralAmt |
| Fundraising | $20,276 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,756 | TotalAmt |
| Program Services | $187,756 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,803 | TotalAmt |
| Program Services | $10,275 | ProgramServicesAmt |
| Management And General | $13,210 | ManagementAndGeneralAmt |
| Fundraising | $8,318 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,131 | TotalAmt |
| Program Services | $21,365 | ProgramServicesAmt |
| Management And General | $27,470 | ManagementAndGeneralAmt |
| Fundraising | $17,296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,550 | TotalAmt |
| Program Services | $112,942 | ProgramServicesAmt |
| Management And General | $50,691 | ManagementAndGeneralAmt |
| Fundraising | $31,917 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,029 | TotalAmt |
| Program Services | $165,527 | ProgramServicesAmt |
| Management And General | $8,502 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663 | TotalAmt |
| Management And General | $663 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,549 | TotalAmt |
| Program Services | $83,297 | ProgramServicesAmt |
| Management And General | $4,343 | ManagementAndGeneralAmt |
| Fundraising | $1,909 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,643 | TotalAmt |
| Program Services | $6,023 | ProgramServicesAmt |
| Management And General | $7,744 | ManagementAndGeneralAmt |
| Fundraising | $4,876 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Education | $219,546 | $219,546 | $0 | $0 |
| Development | $15,029 | $0 | $0 | $15,029 |
| Costumes,, Scenery, Lighting | $291,971 | $291,971 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,260 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,260 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,646,648 | TotalAmt |
| Program Services | $2,696,431 | ProgramServicesAmt |
| Management And General | $586,639 | ManagementAndGeneralAmt |
| Fundraising | $363,578 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,512 | BOYAmt |
| EOY | $103,257 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,790 | BOYAmt |
| EOY | $155,234 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500 | BOYAmt |
| EOY | $4,149 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,503 | BOYAmt |
| EOY | $33,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $506,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $307,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,921 | BOYAmt |
| EOY | $199,015 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,065 | BOYAmt |
| EOY | $41,439 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,469 | BOYAmt |
| EOY | $6,469 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,760 | BOYAmt |
| EOY | $542,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,158 | BOYAmt |
| EOY | $182,182 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,863 | BOYAmt |
| EOY | $95,137 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $311,507 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,021 | BOYAmt |
| EOY | $588,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,299 | BOYAmt |
| EOY | -$415,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,440 | BOYAmt |
| EOY | $369,734 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,739 | BOYAmt |
| EOY | -$46,151 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,760 | BOYAmt |
| EOY | $542,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$648,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$52,114 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,416,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,159,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,701,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,050,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,223,619 | CurrentTaxYearAmt |
| Total | $14,551,662 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $672,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $707,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $624,200 | CurrentTaxYearAmt |
| Total | $3,160,131 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,088,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,866,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,452,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,456,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,847,819 | CurrentTaxYearAmt |
| Total | $17,711,793 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,392,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,498,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,139,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $934,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $999,752 | CurrentTaxYearAmt |
| Total | $6,963,593 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $50,303 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,392,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,498,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,154,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $969,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $999,752 | CurrentTaxYearAmt |
| Total | $7,013,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,697,897 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,719 | CurrentTaxYearAmt |
| Total | $53,575 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,719 | CurrentTaxYearAmt |
| Total | $53,575 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,840 | CurrentTaxYearAmt |
| Total | $127,344 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,161,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,875,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,462,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,501,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,892,378 | CurrentTaxYearAmt |
| Total | $17,892,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.59789 | PublicSupportCY509Pct |
| Public Support PY509 | 0.5773 | PublicSupportPY509Pct |
| Investment Income CY | 0.00299 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0032 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $600,750 | BeginningYearBalanceAmt |
| Contributions | $234,107 | ContributionsAmt |
| Investment Earnings Or Losses | $39,913 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $775,432 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $99,338 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $645,008 | BeginningYearBalanceAmt |
| Contributions | $24,701 | ContributionsAmt |
| Investment Earnings Or Losses | $48,541 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $117,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $600,750 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $295,691 | BeginningYearBalanceAmt |
| Contributions | $364,656 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $645,008 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,929,116 | BeginningYearBalanceAmt |
| Contributions | $596,446 | ContributionsAmt |
| Investment Earnings Or Losses | $78,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,308,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $295,691 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,839,080 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $90,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,929,116 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $506,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,052 | DepreciationAmt |
| Book Value | $199,015 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $199,015 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loan Received from FWO Endowment | Desc |
| Amt | $311,507 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $311,507 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Intended use of funds is to support the Fort Worth Opera Association's long term operating goals. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opera Gala | Event1Nm |
| Gross Receipts Event1 | $126,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,500 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,974 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,735 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,055 | OtherDirectExpensesEvent1Amt |
| Event2 | Dinner with the Stars | Event2Nm |
| Gross Receipts Event2 | $81,331 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,906 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,425 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,860 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,907 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,249 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,805 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $207,531 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,606 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $106,925 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,360 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,881 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,984 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,860 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,085 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,840 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Tuomas Hiltunen | PersonNm |
| Title | General Director | TitleTxt |
| Base Compensation Filing Org | $179,992 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $14,884 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,876 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | In 2017, he initial year of hiring the general director, the board compared the hiring salary with industry specific information provided by Opera America as well as comparably sized companies in our geographic area. There was a hiring committee that did the salary research in tandem with an outside recruitment firm. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Mrs. Jill Fischer, Chairman Emeritus, and Mr. Kenny Fischer, Board Member, have a family relationship. |
| Form 990, Part VI, Section B, Line 11b | Process to review Form 990: The Form 990 is provided to all board members for review via sending it their personal email account or hand delivered if they request that option. It is presented at the next schedule board meeting and any questions presented by the board members are answered inclusive of the full board. |
| Form 990, Part VI, Section B, Line 12c | Process for monitoring compliance with Conflict of Interest Policy: Every board member and officer signs a conflict of interest policy each year and it is kept on file with the records of the board. As the organization makes business decisions, it consciously makes sure that no compromising relationships are created. If a conflict is found to exist, the matter is discussed and the member abstains from voting. |
| Form 990, Part VI, Section B, Line 14 | Document Retention Policy: The organization is in the process of creating a written document retention / destruction policy. |
| Form 990, Part VI, Section B, Line 15 | In 2017, the initial year of hiring the General Director, the Board conducted a competitive salary review using data provided by Opera America as well as comparably sized companies in the geographic area. In addition, an external executive staffing firm was utilized. Other employees are evaluated annually by the general director for industry comparable salaries and other companies in the geographic area. |
| Form 990, Part VI, Section C, Line 18 | Availability of Governing Documents: A copy of teh Form 990 and audited financials are available for public inspection on Fort Worth Opera Association website. Governing documents, policies and financial statements are available upon request. |
| Form 990, Part VI, Section C, Line 19 | A copy of the Form 990 and audited financials are available for public inspection the Fort Worth Opera Association's website. Governing documents, policies and financial statements are available upon request. |
| Form 990, Part VIII, Line 8a | Excluded Contributions: Opera Gala $48,700, Dinner with the Stars $51,906, Total $100,606 |
| Form 990, Part IX, Line 11g | Other fees: For program fees, this is the production fees related to showcasing the three Operas for $1,102,546. Includes artist fees, director fees, stagehand fees, orchestra fees, rental of Bass Hall, etc. |
| Form 990, Part XII, Line 2b | The supporting audit report for this Form 990 2018 is beginning final review. During this process, no significant changes to the financial information presented in this Form 990 2018 is expected. If there is a change, an amended Form 990 2018 will be submitted to the IRS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fort Worth Opera Endowment | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 Pecan Streeg | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452831814 | EIN |
| Primary Activities | Endowment | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | 12, Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FW Opera Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fort Worth Opera Endowment | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | e | TransactionTypeTxt |
| Involved | $311,507 | InvolvedAmt |
| Method Of Amount Determination | Upon the request from the Board of the Fort Worth Opera Association, the Board of the Fort Worth Opera Endowment gave the association a loan for general operating purposes. | MethodOfAmountDeterminationTxt |
Comments