FORT WORTH OPERA ASSOCIATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FORT WORTH OPERA ASSOCIATION INC (EIN 75-0945915)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-07-15
- IRS object ID
- 201931969349300628
- Schema version
- 2017v2.3
- 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 | 2019-07-15T09:27:31-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Riverfront Drive Suite 200 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | 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) |
|---|---|---|
| In Care Of | % TUOMAS HILTUNEN | InCareOfNm |
| 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 | MR JOHN SUTTON | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8177310833 | PhoneNum |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alison Williams | PreparerPersonNm |
| PTIN | P00509585 | PTIN |
| Phone | 8173322301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80538020191965000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C5757FC299940BA93EAFDD5F92EF5E911BC2B192 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ACBA2431EF37DEF71821A9057AFD5F2E9C389335 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 100 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,700,275 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,240 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,701,841 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,050,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $745,110 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $405,226 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,887 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$49,859 | PYOtherRevenueAmt |
| CY Other Revenue | $35,495 | CYOtherRevenueAmt |
| PY Total Revenue | $3,406,979 | PYTotalRevenueAmt |
| CY Total Revenue | $2,502,582 | 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 | $1,066,170 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,049,319 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,780 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,840 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $271,997 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,796,644 | PYOtherExpensesAmt |
| CY Other Expenses | $1,581,170 | CYOtherExpensesAmt |
| PY Total Expenses | $3,870,594 | PYTotalExpensesAmt |
| CY Total Expenses | $2,646,329 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$463,615 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$143,747 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,161,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $933,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $272,491 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $889,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $654,739 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,627,400 | ExpenseAmt |
| Revenue | $261,277 | RevenueAmt |
| Desc | FORT WORTH OPERA PRODUCES AN ANNUAL FORT WORTH OPERA FESTIVAL IN APRIL-MAY DURING WHICH TWO OPERAS ARE PERFORMED FOR MAINSTAGE PERFORMANCES AND ONE OPERA IS PERFORMED FOR ALTERNATIVE VENUE PERFORMANCES. THE 2018 FESTIVAL INCLUDED 3 PERFORMANCES OF DON PASQUALE AND 2 PERFORMANCES OF MARIA DE BUENOS AIRES AT THE BASS PERFORMANCE HALL, AND 3 PERFORMANCES OF BRIEF ENCOUNTERS AT THE FORT WORTH BOTANICAL GARDENS THEATER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,421 | ExpenseAmt |
| Desc | THE FORT WORTH OPERA STUDIO, FOUNDED IN 2002, INCLUDES FOUR YOUNG FWO/TCU LESLEY ARTISTS CHOSEN EACH YEAR FROM NATIONAL AUDITIONS TO BE IN RESIDENCE WITH FORT WORTH OPERA, IN PARTNERSHIP WITH TCU, TO CONTINUE THEIR TRAINING AS THEY PREPARE FOR PROFESSIONAL CAREERS. IN ADDITION TO PERFORMING IN CHILDREN'S OPERA THEATRE, THE ARTISTS ARE ASSIGNED ROLES IN FESTIVAL PRODUCTIONS, AND LESLEY ARTISTS RECEIVE LESSONS AND COACHINGS, LANGUAGE AND MOVEMENT CLASSES, AND CLASSES ON OPERA AS A BUSINESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $104,064 | ExpenseAmt |
| Revenue | $144,324 | RevenueAmt |
| Desc | CHILDREN'S OPERA THEATRE, IN EXISTENCE FOR OVER THIRTY YEARS, REACHING OVER 30,000 STUDENTS EACH YEAR IN THE DALLAS-FORT WORTH METROPLEX. PRODUCTIONS FOR THE 2017-2018 SCHOOL YEAR USED FAMILIAR STORIES PAIRED WITH MUSIC FROM WELL-KNOWN OPERAS TO BOTH ENTERTAIN AND EDUCATE CHILDREN INCLUDING "THE BREMEN TOWN MUSICIANS"LITTLE RED'S MOST UNUSUAL DAY." | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,762,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TUOMAS HILTUNEN | PersonNm |
| Phone | 8177310833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 PECAN STREET 100 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr G Whitney Smith | |||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Jo Ann Patton | |||||||
| Secretary | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Rita V O'Farrell | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr H L Nelson | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Michael Martinez | |||||||
| CHAIRMAN | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Bond Malone | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Kristen Lindsay | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Joseph Lesley | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MR Robert L Jameson | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Jennifer Goldberg | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Lee B Freese | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Kenny Fischer | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Jill Fischer | |||||||
| chairman emeritus | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Juana Rosa Daniell | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Nelson E Claytor | |||||||
| President | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Louise B Carvey | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Robert S Capper | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr David Bucher | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Suann Guthrie | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Mary Pencis | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Ed Schollmaier | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MR veron rew | |||||||
| TRUSTEE START: 02/18 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MR john forestner | |||||||
| Trustee START: 03/18 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MRS Barbara Jordan | |||||||
| Trustee START: 03/18 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MRS Emily Stephenson | |||||||
| Trustee START: 03/18 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MS MEGAN RUTH BOWDON | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TUOMAS HILTUNEN | |||||||
| GENERAL DIRECTOR START:08/17 | 40.0 | 0.0 | Yes (X) | $75,000 | $0 | $16,649 | |
| MARY GOOSENS | |||||||
| CFO CONSULTING | 5.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $99,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,649 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $62,800 | FundraisingAmt |
| Government Grants | $26,500 | GovernmentGrantsAmt |
| All Other Contributions | $1,961,255 | AllOtherContributionsAmt |
| Total Contributions | $2,050,555 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tickets - Festival | 711110 | $278,400 | $278,400 |
| Performance Fees | 711110 | $68,224 | $68,224 |
| Production Rentals | 711110 | $58,602 | $58,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $405,226 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,956 | TotalRevenueColumnAmt |
| Exclusion | $9,956 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $117,563 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $116,213 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,350 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,350 | TotalRevenueColumnAmt |
| Exclusion | $1,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $62,800 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $81,480 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,120 | TotalRevenueColumnAmt |
| Exclusion | $35,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $375 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $375 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,502,582 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $405,601 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $46,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,751 | TotalAmt |
| Program Services | $56,759 | ProgramServicesAmt |
| Management And General | $134,994 | ManagementAndGeneralAmt |
| Fundraising | $44,998 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,627 | TotalAmt |
| Program Services | $352,285 | ProgramServicesAmt |
| Management And General | $191,363 | ManagementAndGeneralAmt |
| Fundraising | $113,979 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,457 | TotalAmt |
| Program Services | $18,936 | ProgramServicesAmt |
| Management And General | $40,770 | ManagementAndGeneralAmt |
| Fundraising | $16,751 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,484 | TotalAmt |
| Program Services | $41,564 | ProgramServicesAmt |
| Management And General | $27,156 | ManagementAndGeneralAmt |
| Fundraising | $9,764 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,546 | TotalAmt |
| Management And General | $66,546 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,840 | TotalAmt |
| Fundraising | $15,840 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,337 | TotalAmt |
| Program Services | $666,808 | ProgramServicesAmt |
| Management And General | $52,708 | ManagementAndGeneralAmt |
| Fundraising | $13,821 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,179 | TotalAmt |
| Program Services | $148,179 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,195 | TotalAmt |
| Program Services | $8,224 | ProgramServicesAmt |
| Management And General | $10,662 | ManagementAndGeneralAmt |
| Fundraising | $6,309 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,047 | TotalAmt |
| Program Services | $7,682 | ProgramServicesAmt |
| Management And General | $9,603 | ManagementAndGeneralAmt |
| Fundraising | $5,762 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,377 | TotalAmt |
| Program Services | $95,979 | ProgramServicesAmt |
| Management And General | $43,999 | ManagementAndGeneralAmt |
| Fundraising | $26,399 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,459 | TotalAmt |
| Program Services | $62,287 | ProgramServicesAmt |
| Management And General | $2,130 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235 | TotalAmt |
| Management And General | $235 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,147 | TotalAmt |
| Program Services | $77,074 | ProgramServicesAmt |
| Management And General | $2,552 | ManagementAndGeneralAmt |
| Fundraising | $2,521 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,150 | TotalAmt |
| Program Services | $14,650 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| COSTUMES, SCENERY, LIGHTING | $161,639 | $161,639 | |
| DEVELOPMENT | $15,811 | $15,811 | |
| EDUCATION | $50,819 | $50,819 | |
| . | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,229 | TotalAmt |
| Management And General | $27,229 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,329 | TotalAmt |
| Program Services | $1,762,885 | ProgramServicesAmt |
| Management And General | $611,447 | ManagementAndGeneralAmt |
| Fundraising | $271,997 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,016 | BOYAmt |
| EOY | $187,512 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,483 | BOYAmt |
| EOY | $212,790 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,500 | 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 | $29,727 | BOYAmt |
| EOY | $54,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $446,424 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,503 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,324 | BOYAmt |
| EOY | $228,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,722 | BOYAmt |
| EOY | $237,065 | 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 | $1,161,741 | BOYAmt |
| EOY | $933,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,108 | BOYAmt |
| EOY | $154,158 | 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 | $124,383 | BOYAmt |
| EOY | $124,863 | 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 | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,491 | BOYAmt |
| EOY | $279,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,250 | BOYAmt |
| EOY | $112,299 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $542,440 | 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 | $889,250 | BOYAmt |
| EOY | $654,739 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,741 | BOYAmt |
| EOY | $933,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$143,747 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,162 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$83,602 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,065,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,416,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,159,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,701,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,555 | CurrentTaxYearAmt |
| Total | $16,393,554 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $906,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $672,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $707,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $750,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,601 | CurrentTaxYearAmt |
| Total | $3,442,197 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,971,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,088,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,866,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,452,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,456,156 | CurrentTaxYearAmt |
| Total | $19,835,751 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,276,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,392,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,498,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,139,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,336 | CurrentTaxYearAmt |
| Total | $8,240,327 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $15,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,929 | CurrentTaxYearAmt |
| Total | $50,303 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,276,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,392,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,498,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,154,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $969,265 | CurrentTaxYearAmt |
| Total | $8,290,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,545,121 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,956 | CurrentTaxYearAmt |
| Total | $63,702 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,956 | CurrentTaxYearAmt |
| Total | $63,702 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,120 | CurrentTaxYearAmt |
| Total | $97,704 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,996,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,161,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,875,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,462,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,501,232 | CurrentTaxYearAmt |
| Total | $19,997,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57734 | PublicSupportCY509Pct |
| Public Support PY509 | 0.60905 | PublicSupportPY509Pct |
| Investment Income CY | 0.00319 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00282 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
| End Year Balance | $600,750 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $295,691 | BeginningYearBalanceAmt |
| Contributions | $364,656 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,339 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $645,008 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
| End Year Balance | $295,691 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,839,080 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90,036 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,929,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,562,805 | BeginningYearBalanceAmt |
| Contributions | $80,960 | ContributionsAmt |
| Investment Earnings Or Losses | $204,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,242 | OtherExpendituresAmt |
| End Year Balance | $1,839,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,503 | DepreciationAmt |
| Book Value | $228,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $228,921 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,572,120 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,162 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $76,700 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $69,538 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,502,582 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,502,582 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,723,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,700 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $76,700 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,646,329 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,646,329 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | Intended Use of Funds: TO SUPPORT THE FORT WORTH OPERA ASSOCIATION'S LONG TERM OPERATING GOALS. |
| SCHEDULE D, PART V, COLUMNS A-D | ENDOWMENT FUNDS: THE ENDOWMENT FUND ROLL-FORWARD HAS BEEN RESTATED TO ACCURATELY PORTRAY THE ACTIVITY WITHIN THE FUND DURING THE LAST 4 YEARS, AS WELL AS THE CORRECT END OF YEAR BALANCE FOR THE CURRENT YEAR. |
| SCHEDULE D, PART X, LINE 2 | ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAYLAR TELEFUNDING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 SOUTH WABASH AVE STE 204 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $15,840 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $15,840 | TotalRetainedByContractorsAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opera Ball | Event1Nm |
| Gross Receipts Event1 | $132,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $101,250 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,100 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,907 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,476 | OtherDirectExpensesEvent1Amt |
| Event2 | Festival Events | Event2Nm |
| Gross Receipts Event2 | $47,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,350 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,263 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,784 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $179,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $62,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,600 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,100 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,170 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,950 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,260 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,480 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,120 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | Family Relationships: 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 THE FORT WORTH OPERA WEB SITE PRIOR TO SIGNATURE AND FILING WITH THE IRS. IT IS ALSO EMAILED OR HAND DELIVERED IF REQUESTED BY A BOARD MEMBER. |
| 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 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 EXSIT, 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 15A & 15B | COMPENSATION OF OFFICERS AND DIRECTORS: IN 2017, THE INITIAL YEAR OF HIRING THE GENERAL DIRECTOR, THE BOARD CONDUCTED AN ANNUAL REVIEW OF THE GENERAL DIRECTOR'S SALARY. THE BOARD COMPARED THE SALARY WITH INDUSTRY INFORMATION PROVIDED BY OPERA AMERICA AS WELL AS COMPARABLY SIZED COMPANIES IN THE GEOGRAPHIC AREA. 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 19 | AVAILABILITY OF GOVERNING DOCUMENTS: A COPY OF THE FORM 990 AND AUDITED FINANCIALS ARE AVAILABLE FOR PUBLIC INSPECTION ON FORT WORTH OPERA ASSOCIATION, INC.' S WEBSITE. GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRODUCTION FEES TOTAL FEES:666808 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT LABOR TOTAL FEES:20719 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:142 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER ADMINISTRATIVE SERVICES TOTAL FEES:45668 |
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 ST | 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 ASC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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