HOUSTON GRAND OPERA ASSOCIATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HOUSTON GRAND OPERA ASSOCIATION INC (EIN 74-6016764)
Tax period
2017-08-01 to 2018-07-31
Filed
2019-05-17
IRS object ID
201921379349300942
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-17T14:37:32-07:00ReturnTs
Tax Period End2018-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770275132ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746016764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Houston Grand Opera Association IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone7135460200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1510 PrestonAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLise SuinoPersonNm
Person TitleCFOPersonTitleTxt
Signature2019-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLise SuinoPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1510 PrestonAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770021504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,688,742GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.houstongrandopera.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1955FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionHouston Grand Opera exists to profoundly impact our community by creating operatic art that provides access to music's boundless power and beauty.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee896TotalEmployeeCnt
Total Volunteers283TotalVolunteersCnt
Total Gross UBI$54,057TotalGrossUBIAmt
PY Contributions Grants$21,052,712PYContributionsGrantsAmt
CY Contributions Grants$27,074,833CYContributionsGrantsAmt
PY Program Service Revenue$5,894,306PYProgramServiceRevenueAmt
CY Program Service Revenue$5,683,567CYProgramServiceRevenueAmt
PY Investment Income$7,315PYInvestmentIncomeAmt
CY Investment Income$26,521CYInvestmentIncomeAmt
PY Other Revenue$141,699PYOtherRevenueAmt
CY Other Revenue$3,184,502CYOtherRevenueAmt
PY Total Revenue$27,096,032PYTotalRevenueAmt
CY Total Revenue$35,969,423CYTotalRevenueAmt
PY Grants And Similar Paid$18,650PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,603CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,884,663PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,805,680CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$80,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,539,320CYTotalFundraisingExpenseAmt
PY Other Expenses$9,824,896PYOtherExpensesAmt
CY Other Expenses$15,091,126CYOtherExpensesAmt
PY Total Expenses$25,808,709PYTotalExpensesAmt
CY Total Expenses$30,913,409CYTotalExpensesAmt
PY Revenues Less Expenses$1,287,323PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,056,014CYRevenuesLessExpensesAmt
Total Assets BOY$22,652,893TotalAssetsBOYAmt
Total Assets EOY$27,130,999TotalAssetsEOYAmt
Total Liabilities BOY$4,833,386TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,255,478TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,819,507NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,875,521NetAssetsOrFundBalancesEOYAmt
MissionHouston Grand Operas vision is to inspire operas future. Our mission is to advance the operatic art to serve an ever-evolving audience. We will produce great operatic works that create and sustain a new American art form and fuse them with historical repertoire to inspire the next generations of opera loversboth in our own community and globally through technology.The Core Values of Houston Grand Opera:We believe opera has a vital role to play in the lives of an audience hungry for art, beauty, and meaning. Diversity is no longer just a poetic reference, but a joyous cultural reality the company fully embraces. HGO will honor the classic masterworks but also evolve the art form to serve future generations.We believe our creative dreams for Houston Grand Opera are vital to the cultural pulse of this city and add immeasurably to the quality of life of its many communities. All cultures use words and music to tell their distinct stories, and we have the ability to use opera as a connectorMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$23,227,035ExpenseAmt
Revenue$5,540,345RevenueAmt
DescOpera Productions: Houston Grand Opera (HGO) is one of the largest, most innovative, and most highly acclaimed opera companies in the United States. HGO was the only American finalist for Opera Company of the Year at the 2017 International Opera Awards. In fulfilling its mission to advance the operatic art to serve an ever-evolving audience, HGO has led the field in commissioning new works (65 world premieres to date) and in training and nurturing promising young artists and administrators. The company contributes to the cultural enrichment of Houston and the nation through a diverse and innovative program of performances, community events, and education projects that reaches the widest possible public.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,307,611ExpenseAmt
Grant$6,935GrantAmt
Revenue$21,917RevenueAmt
DescThe Houston Grand Opera Studio is one of the most respected young artist programs in the country. For more than thirty years it has served young singers and pianist/coaches, providing a bridge between full-time training and full-fledged operatic careers. Each year after an exhaustive nationwide search, a hand-selected group of talented individuals is brought here to Houston to work alongside the best in the business at Houston Grand Opera. In main-stage productions and at other less traditional venues, these artists hone their craft as singing actors. During a residency of up to three years, each performer receives customized training from an expert team while gaining invaluable performance experience at the highest level.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,294,595ExpenseAmt
Grant$9,668GrantAmt
Revenue$121,304RevenueAmt
DescHGOco connects HGOs creative resources with our diverse and vibrant community. The co in HGOco stands for company, community, and collaboration. HGOcos innovative and engaging programs take place throughout the Houston areain schools, parks, community landmarks, alternative performance spaces, and at the Wortham Theater Center, providing a range of opportunities for Houstonians of all ages to seek, engage, and learn through the inspiring art of opera. The nationally recognized Song of Houston initiative commissions new chamber operas and song projects that resonate with contemporary life in Houston and develops community projects that foster collaborations with many Houston-area organizations. Our multi-faceted Education Program includes Opera to Go!, High School Night and student matinees of main-stage productions, the Bauer Family High School Voice Studio, professional development workshops for teachers, opera camps, and residency programs.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$25,829,241TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document241IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee896EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTanya Lovetro Dir of FinancePersonNm
Phone7135460257PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1510 PrestonAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770021504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
James Crownover
Chairman20.000.00Yes (X)Yes (X)$0$0$0
John Mendelsohn
Senior Chairman1.001.00Yes (X)Yes (X)$0$0$0
Lynn Wyatt
Vice Chairman1.000.00Yes (X)Yes (X)$0$0$0
Mark Spradling
Sec 8/1-5/17/182.000.00Yes (X)Yes (X)$0$0$0
Christopher V Bacon
Sec 5/17-7/312.000.00Yes (X)Yes (X)$0$0$0
Beth Madison
Chairman Emerit1.000.00Yes (X)$0$0$0
Thomas V Rushing
Ex-officio1.000.00Yes (X)$0$0$0
Judy Agee
Director1.000.00Yes (X)$0$0$0
Richard Agee
Director1.000.00Yes (X)$0$0$0
Robin Angly
Director1.000.00Yes (X)$0$0$0
John S Arnoldy
Director1.000.00Yes (X)$0$0$0
Philip Bahr
Director1.000.00Yes (X)$0$0$0
Michelle Beale
Director1.000.00Yes (X)$0$0$0
Astley Blair
Director1.001.00Yes (X)$0$0$0
Pat Breen
Director1.000.00Yes (X)$0$0$0
Dorothy Brockman
Director1.001.00Yes (X)$0$0$0
Janet Langford Carrig
Director1.000.00Yes (X)$0$0$0
Zane Carruth
Director1.001.00Yes (X)$0$0$0
Anna Catalano
Director1.000.00Yes (X)$0$0$0
Albert Chao
Director1.000.00Yes (X)$0$0$0
Donna Josey Chapman
Director1.000.00Yes (X)$0$0$0
Neil Chapman
Director1.000.00Yes (X)$0$0$0
Bobbie-Vee Cooney
Director1.000.00Yes (X)$0$0$0
Frederic Dyen
Director1.000.00Yes (X)$0$0$0
Ben Fink
Director1.001.00Yes (X)$0$0$0
Fred Griffin
Director1.000.00Yes (X)$0$0$0
Dr Ellen R Gritz
Director1.000.00Yes (X)$0$0$0
Richard Husseini
Director1.001.00Yes (X)$0$0$0
Alfred Lasher III
Director1.001.00Yes (X)$0$0$0
Claire Liu
Director1.000.00Yes (X)$0$0$0
Gabriel Loperena
Director1.000.00Yes (X)$0$0$0
Richard Lydecker
Director1.000.00Yes (X)$0$0$0
Sara Morgan
Director1.001.00Yes (X)$0$0$0
Terrylin Neale
Director1.001.00Yes (X)$0$0$0
Ward Pennebaker
Director1.000.00Yes (X)$0$0$0
Cynthia Petrello
Director1.000.00Yes (X)$0$0$0
Gloria M Portela
Director1.000.00Yes (X)$0$0$0
Allyn Risley
Director1.000.00Yes (X)$0$0$0
Glen Rosenbaum
Director1.000.00Yes (X)$0$0$0
Jack A Roth MD
Director1.000.00Yes (X)$0$0$0
Manolo Sanchez
Director1.000.00Yes (X)$0$0$0
Harlan C Stai
Director1.000.00Yes (X)$0$0$0
John Turner
Director1.000.00Yes (X)$0$0$0
De la Rey Venter
Director1.000.00Yes (X)$0$0$0
Alfredo Vilas
Director1.000.00Yes (X)$0$0$0
Margaret Alkek Williams
Director1.000.00Yes (X)$0$0$0
Perryn Leech
Managing Direct50.001.00Yes (X)Yes (X)$486,827$0$31,600
Patrick Summers
Art/Music Dir50.000.00Yes (X)Yes (X)$627,291$0$22,635
Greg Robertson
Ch Adv Officer50.000.00Yes (X)$375,334$0$31,600
Tanya Lovetro
Dir Finance50.000.00Yes (X)$103,164$0$10,965
Lise Suino
CFO (Nov-Jul)50.000.00Yes (X)$27,327$0$1,428
Deborah Hirsch
Sr Dir Develop50.000.00$174,520$0$18,162Yes (X)
Judith Kurnick
Dir of Communic50.000.00$152,817$0$19,823Yes (X)
Bradley Moore
Head of Music50.000.00$157,887$0$12,046Yes (X)
Molly Dill
General Manager50.000.00$134,134$0$26,890Yes (X)
Carleen Graham
Dir of HGOco50.000.00$113,405$0$9,723Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,352,706TotalReportableCompFromOrgAmt
Total Other Compensation$184,872TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Thomas Printworks
PO BOX 740967DallasTX753740967Printing$216,332
Events Company
1237 N Post Oak RdHoustonTX77055Catering$185,814
Paul H Lippe Inc
233 12th StSanta MonicaCA90402Shipping$210,411
Elegant Events
2711 Kipling StHoustonTX77098Catering$152,584
Mogo Marketing & Media
21 Tamal Vista 207Corte MaderaCA94925Advertising$156,688
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Fundraising$2,693,762FundraisingAmt
Related Organizations$2,516,956RelatedOrganizationsAmt
Government Grants$66,750GovernmentGrantsAmt
All Other Contributions$21,797,365AllOtherContributionsAmt
Noncash Contributions$2,299,248NoncashContributionsAmt
Total Contributions$27,074,833TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Co-production/rentals711300$1,091,532$1,091,532
Studio/education611600$17,343$17,343
Ticket Sales711300$4,574,692$4,574,692
FieldValueIRS element (for citing)
Total Program Service Revenue$5,683,567TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,434TotalRevenueColumnAmt
Exclusion$11,434ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$114,735OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$99,648OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$15,087OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,087TotalRevenueColumnAmt
Exclusion$15,087ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$497,600FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,693,762ContriRptFundraisingEventAmt
Fundraising Direct Expenses$619,671FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$122,071TotalRevenueColumnAmt
Exclusion-$122,071ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Advertising541800$54,057$54,057
Finance income900099$21,853$21,853
Insurance proceeds-Harvey900099$3,200,000$3,200,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,663TotalRevenueColumnAmt
Exclusion$30,663ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,306,573OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,969,423TotalRevenueColumnAmt
Related Or Exempt Func Income$5,683,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$54,057UnrelatedBusinessRevenueAmt
Exclusion$3,156,966ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,603TotalAmt
Program Services$16,603ProgramServicesAmt

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$1,637,578TotalAmt
Program Services$929,665ProgramServicesAmt
Management And General$295,304ManagementAndGeneralAmt
Fundraising$412,609FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,174,452TotalAmt
Program Services$9,031,351ProgramServicesAmt
Management And General$591,428ManagementAndGeneralAmt
Fundraising$1,551,673FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$462,748TotalAmt
Program Services$424,704ProgramServicesAmt
Management And General$17,067ManagementAndGeneralAmt
Fundraising$20,977FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,442,496TotalAmt
Program Services$1,064,994ProgramServicesAmt
Management And General$180,316ManagementAndGeneralAmt
Fundraising$197,186FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,088,406TotalAmt
Program Services$875,369ProgramServicesAmt
Management And General$71,193ManagementAndGeneralAmt
Fundraising$141,844FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,334TotalAmt
Program Services$1,134ProgramServicesAmt
Management And General$3,200ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,051TotalAmt
Management And General$44,051ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,748,158TotalAmt
Program Services$3,665,491ProgramServicesAmt
Management And General$39,296ManagementAndGeneralAmt
Fundraising$43,371FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,147,863TotalAmt
Program Services$885,422ProgramServicesAmt
Management And General$11,006ManagementAndGeneralAmt
Fundraising$251,435FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,729,186TotalAmt
Program Services$1,434,311ProgramServicesAmt
Management And General$75,980ManagementAndGeneralAmt
Fundraising$218,895FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$195,430TotalAmt
Program Services$146,367ProgramServicesAmt
Management And General$20,658ManagementAndGeneralAmt
Fundraising$28,405FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$106,818TotalAmt
Program Services$106,818ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,048,959TotalAmt
Program Services$966,283ProgramServicesAmt
Management And General$11,731ManagementAndGeneralAmt
Fundraising$70,945FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$986,268TotalAmt
Program Services$844,534ProgramServicesAmt
Management And General$90,985ManagementAndGeneralAmt
Fundraising$50,749FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$168,115TotalAmt
Program Services$59,595ProgramServicesAmt
Management And General$34,061ManagementAndGeneralAmt
Fundraising$74,459FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,788TotalAmt
Management And General$12,788ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$263,683TotalAmt
Program Services$233,393ProgramServicesAmt
Management And General$18,156ManagementAndGeneralAmt
Fundraising$12,134FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$250,799TotalAmt
Program Services$187,175ProgramServicesAmt
Management And General$27,628ManagementAndGeneralAmt
Fundraising$35,996FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
Ins. proceeds to Endowment$3,200,000$3,200,000
Production materials$1,743,761$1,743,761
Event expenses$440,913$12,271$428,642

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,913,409TotalAmt
Program Services$25,829,241ProgramServicesAmt
Management And General$1,544,848ManagementAndGeneralAmt
Fundraising$3,539,320FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$179,403BOYAmt
EOY$4,128,584EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$243,440BOYAmt
EOY$341,264EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,181,252BOYAmt
EOY$19,737,272EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$697,424BOYAmt
EOY$618,188EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$23,588BOYAmt
EOY$36,677EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,920,339BOYAmt
EOY$1,765,763EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,703,272LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,200,021LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$407,447BOYAmt
EOY$503,251EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,652,893BOYAmt
EOY$27,130,999EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$754,220BOYAmt
EOY$1,101,257EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,010,703BOYAmt
EOY$3,123,392EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,068,463BOYAmt
EOY$30,829EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,833,386BOYAmt
EOY$4,255,478EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$2,582,213BOYAmt
EOY-$1,059,339EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,401,720BOYAmt
EOY$23,934,860EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,819,507BOYAmt
EOY$22,875,521EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,652,893BOYAmt
EOY$27,130,999EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,056,014ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,009,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,623,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,935,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,052,712CurrentTaxYearMinus1YearAmt
Current Tax Year$27,074,833CurrentTaxYearAmt
Total$111,696,794TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,009,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,623,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,935,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,052,712CurrentTaxYearMinus1YearAmt
Current Tax Year$27,074,833CurrentTaxYearAmt
Total$111,696,794TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$26,479,301SubstantialContributorsTotAmt
Public Support Total170$85,217,493PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,302CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,315CurrentTaxYearMinus1YearAmt
Current Tax Year$11,434CurrentTaxYearAmt
Total$55,551TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$111,752,345TotalSupportAmt
Gross Receipts Rltd Activities$32,454,437GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76260PublicSupportCY170Pct
Public Support PY1700.73290PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,259,136BeginningYearBalanceAmt
Contributions$3,398,300ContributionsAmt
Investment Earnings Or Losses$5,142,046InvestmentEarningsOrLossesAmt
Other Expenditures$2,538,433OtherExpendituresAmt
Administrative Expenses$13,894AdministrativeExpensesAmt
End Year Balance$65,247,155EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,819,531BeginningYearBalanceAmt
Contributions$737,750ContributionsAmt
Investment Earnings Or Losses$4,647,179InvestmentEarningsOrLossesAmt
Other Expenditures$3,930,487OtherExpendituresAmt
Administrative Expenses$14,837AdministrativeExpensesAmt
End Year Balance$59,259,136EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,770,174BeginningYearBalanceAmt
Contributions$2,529,817ContributionsAmt
Investment Earnings Or Losses$244,822InvestmentEarningsOrLossesAmt
Other Expenditures$3,710,257OtherExpendituresAmt
Administrative Expenses$15,025AdministrativeExpensesAmt
End Year Balance$57,819,531EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,301,236BeginningYearBalanceAmt
Contributions$2,726,178ContributionsAmt
Investment Earnings Or Losses$1,651,410InvestmentEarningsOrLossesAmt
Other Expenditures$1,893,938OtherExpendituresAmt
Administrative Expenses$14,712AdministrativeExpensesAmt
End Year Balance$58,770,174EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,410,131BeginningYearBalanceAmt
Contributions$843,353ContributionsAmt
Investment Earnings Or Losses$5,080,285InvestmentEarningsOrLossesAmt
Other Expenditures$2,015,054OtherExpendituresAmt
Administrative Expenses$17,479AdministrativeExpensesAmt
End Year Balance$56,301,236EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02110BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.76570PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.21320TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,036,913OtherCostOrOtherBasisAmt
Depreciation$1,906,177DepreciationAmt
Book Value$130,736BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,609,890OtherCostOrOtherBasisAmt
Depreciation$1,238,210DepreciationAmt
Book Value$371,680BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,469OtherCostOrOtherBasisAmt
Depreciation$55,634DepreciationAmt
Book Value$835BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$503,251TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to affiliatesDesc
Amt$30,829Amt
FieldValueIRS element (for citing)
Total Liability$30,829TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$42,256,667TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$253,099DonatedServicesAndUseFcltsAmt
Other Revenue$11,751,101OtherRevenueAmt
Revenue Not Reported$12,004,200RevenueNotReportedAmt
Revenue Subtotal$30,252,467RevenueSubtotalAmt
Other Revenues Not Included$5,716,956OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,716,956RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,969,423TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,048,508TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$253,099DonatedServicesUseFcltsAmt
Other Expenses Included$82,000OtherExpensesIncludedAmt
Expenses Not Reported$335,099ExpensesNotReportedAmt
Expenses Subtotal$27,713,409ExpensesSubtotalAmt
Other Expenses Not Included$3,200,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,200,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$30,913,409TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.The organization's endowment funds are held solely by Houston Grand Opera Endowment, Inc. to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Consol. audit - revenue of affiliates $11751101
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SContributions from affiliates $2516956 Funds designated by board for reserve $3200000
Part XII, Line 2d: Other expenses and losses per audited F/SConsol. audit - expenses of affiliates $82000
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SFunds designated by board for reserve $3200000

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Licensed StatesTXLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Opera BallEvent1Nm
Gross Receipts Event1$2,050,520GrossReceiptsEvent1Amt
Charitable Contri Event1$1,768,820CharitableContriEvent1Amt
Gross Revenue Event1$281,700GrossRevenueEvent1Amt
Food And Beverage Event1$81,778FoodAndBeverageEvent1Amt
Entertainment Event1$78,046EntertainmentEvent1Amt
Other Direct Expenses Event1$259,762OtherDirectExpensesEvent1Amt
Event2AriasEvent2Nm
Gross Receipts Event2$622,850GrossReceiptsEvent2Amt
Charitable Contri Event2$537,100CharitableContriEvent2Amt
Gross Revenue Event2$85,750GrossRevenueEvent2Amt
Rent Facility Costs Event2$15,802RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,056FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$74,003OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$517,992GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$387,842CharitableContriOtherEventsAmt
Gross Revenue Other Events$130,150GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$11,624RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$96,600OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,191,362GrossReceiptsTotalAmt
Charitable Contributions Tot$2,693,762CharitableContributionsTotAmt
Gross Revenue Total Events$497,600GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$27,426RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$83,834FoodAndBeverageTotalEventsAmt
Entertainment Total Events$78,046EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$430,365OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$619,671DirectExpenseSummaryEventsAmt
Net Income Summary-$122,071NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
High School Voice Studio Grants10$9,667
Alumni Grants6$6,090
Ana Maria Martinez Encouragement Aw1$845

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationGrants are awarded by two selected adjudicators at the public Graduation Recital for the Opera Studio. Grant checks are made directly to the award recipient's university for use toward education expenses. If funds are not so used, the university will refund any unused portions back to HGO Association. Grants are also given to help with the costs college application, etc. Alumni grants give to ex studio members to help these artists continue to train in their first few years out of the Studio, when cash flow can be particularly difficult. Recipients are selected by committee.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
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
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Bradley Moore
Head of Music$122,907$34,980$3,223$8,823$169,933
Deborah Hirsch
Sr Dir Develop$173,140$1,380$18,162$192,682
Greg Robertson
Ch Adv Officer$375,334$5,400$26,200$406,934
Judith Kurnick
Dir of Communic$151,437$1,380$3,175$16,648$172,640
Molly Dill
General Manager$119,754$1,380$2,909$23,981$161,024$13,000
Patrick Summers
Art/Music Dir$374,450$219,265$5,400$17,235$649,926$33,576
Perryn Leech
Managing Direct$424,461$5,400$26,200$518,427$62,366

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.FormAndLineReferenceDesc
Explanation$19,325 of dues/memberships were paid on behalf of Perryn Leech during the fiscal year. This amount was not treated as taxable compensation because the expenses were business-related.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution22ContributionCnt
Noncash Contributions Rpt F990$2,145,548NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAuction itemsDesc
Contribution116ContributionCnt
Noncash Contributions Rpt F990$153,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesSale proc/FMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtJudy Agee and Richard Agee have a family relationship
Form 990, Part VI, Line 11b: Form 990 Review ProcessManagement reviews the 990 and provides a hard copy to the board of directors in person at a Board of Directors meeting and via email before filing with the IRS.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAt the beginning of each fiscal year, each member of the board and every officer is provided a copy of the conflict of interest statement to complete. Reminders to complete the form are sent as needed and copies of the statement are provided at board meetings.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementFor the Office of the General Director, which includes the Managing Director and Artistic and Music Director, the Executive Committee met to discuss employee performance and compensation details and performed an annual compensation review. Any available data for comparison with other similar top management officials was provided for the Executive Committee's review.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe compensation of the Chief Advancement Officer and the Director of Finance was evaluated through the same annual review process as the rest of the employees of the Company.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe financial statements are available on www.houstongrandopera.org, and the other documents are available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Houston Grand Opera Endowment Inc
510 Preston StreetHoustonTX77002760038314Hold, manage Endowment funds for the benefit of HGOTX501(c)(3)12aHouston Grand Opera Association IncYes (true)
Houston Grand Opera Guild Inc
510 Preston StreetHoustonTX77002740016764Provide financial and volunteer support for HGOTX501(c)(3)10Houston Grand Opera Association IncYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Houston Grand Opera Endowment Inc
c$2,488,433Cash
Houston Grand Opera Endowment Inc
r$3,200,000Cash
Houston Grand Opera Guild Inc
c$28,523Cash

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