2018-11-21T15:12:33-06:00 2017-08-31 BKD LLP 3200 Riverfront Drive Suite 200 Fort Worth TX 76107 990 2016-09-01 750945915 Fort Worth Opera Association Inc % TUOMAS HILTUNEN FORT 8177310833 505 Pecan Street 100 Fort Worth TX 76102 NELSON CLAYTOR Board President 8177310833 2018-11-15 true Alison Williams P00509585 8173322301 167.68.126.162 80538020183255000000 2018-11-21 P 2574B16CC4FBB08D3D8CDEB634630A422AEEAF82 ACBA2431EF37DEF71821A9057AFD5F2E9C389335 2016 2019-02-21 02:37:17Z NELSON CLAYTOR 505 Pecan Street 100 Fort Worth TX 76102 3508167 false X WWW.FWOPERA.ORG X 1987 TX TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. 23 23 63 42 0 4159354 2701841 702478 745110 74867 9887 -49638 -49859 4887061 3406979 0 0 0 0 1735102 1066170 15160 7780 379931 2818218 2796644 4568480 3870594 318581 -463615 1636154 1161741 283289 272491 1352865 889250 TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. false false 2612637 536883 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 2017 FESTIVAL INCLUDED 2 PERFORMANCES OF CARMEN AND 2 PERFORMANCES OF CRUZAR LA CARA DE LA LUNA AT THE BASS PERFORMANCE HALL, AND 4 PERFORMANCES OF VOIR DIRE AT THE MCDAVID STUDIO, ADJACENT TO BASS HALL. AS PART OF THE 2017 FESTIVAL, FORT WORTH OPERA ALSO PRESENTED AN OPERA CONCERT AT THE BASS PERFORMANCE HALL. 117995 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. 50430 213947 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 2016-2017 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." 2781062 true true false false false false false false false true true false false false false false false false false false false false false false true false false false false true false false false false false false false false false false false false false true true true false false true 123 0 true 63 true false false false false false true true false false false false X 23 23 true true false false false false false true true false false true true true true true false true true false X X TUOMAS HILTUNEN 8177310833 505 PECAN STREET 100 FORT WORTH TX 76102 X Mr John O Sutton Jr Chairman/TREASURER 4.0 0.0 X X 0 0 0 Mr G Whitney Smith President Elect/Trustee 4.0 0.0 X X 0 0 0 Mrs Jo Ann Patton Secretary 4.0 0.0 X X 0 0 0 Mrs Rita V O'Farrell Trustee 1.0 0.0 X 0 0 0 Mr H L Nelson Trustee 1.0 0.0 X 0 0 0 Mr Michael Martinez TRUSTEE/CHAIRMAN start: 01/17 4.0 0.0 X X 0 0 0 Mr BonD Malone Trustee 1.0 0.0 X 0 0 0 Mrs Kristen Lindsay Trustee 1.0 0.0 X 0 0 0 Mr Joseph Lesley Trustee 1.0 0.0 X 0 0 0 MR Robert L Jameson Trustee 1.0 0.0 X 0 0 0 Mrs Jennifer Goldberg Trustee 1.0 0.0 X 0 0 0 Mr Lee B Freese Trustee 1.0 0.0 X 0 0 0 Mr Kenny Fischer Treasurer/Trustee 4.0 0.0 X X 0 0 0 Mrs Jill Fischer chairman emeritus 1.0 0.0 X 0 0 0 Mrs Juana Rosa Daniell Trustee 1.0 0.0 X 0 0 0 Dr Nelson E Claytor TRUSTEE/President Start: 01/17 4.0 0.0 X X 0 0 0 Mrs Louise B Carvey Trustee 1.0 0.0 X 0 0 0 Dr Robert S Capper Trustee 1.0 0.0 X 0 0 0 Mr David Bucher Trustee 1.0 0.0 X 0 0 0 Mrs Anne T Bass Trustee End: 12/16 1.0 0.0 X 0 0 0 Mr F Robert Ball Trustee End: 12/16 1.0 0.0 X 0 0 0 Mr Bernard S Appel Trustee End: 12/16 1.0 0.0 X 0 0 0 Mrs Suann Guthrie Trustee Start: 01/17 1.0 0.0 X 0 0 0 Mrs Mary Pencis Trustee Start: 01/17 1.0 0.0 X 0 0 0 Mr Ed Schollmaier Trustee Start: 08/17 1.0 0.0 X 0 0 0 Mr G Robert Stephenson MD Trustee End: 01/17 1.0 0.0 X 0 0 0 Dr Maxwell C Scharlett Trustee End: 01/17 1.0 0.0 X 0 0 0 Mrs Natalie G Brand Murray MD Trustee End: 01/17 1.0 0.0 X 0 0 0 Mr Patrick McClanahan Trustee End: 08/17 1.0 0.0 X 0 0 0 Ms Rhonda Krasselt Trustee End: 01/17 1.0 0.0 X 0 0 0 Mr Jack N Huff Trustee End: 01/17 1.0 0.0 X 0 0 0 Mrs Judith S Cohen Trustee End: 01/17 1.0 0.0 X 0 0 0 Ms Megan Ruth Bowdon Trustee 1.0 0.0 X 0 0 0 DARREN WOODS GENERAL DIRECTOR end: 02/17 40.0 0.0 X 211649 0 5952 BRUCE RYAN STANLEY FINANCE MANAGER end: 5/17 40.0 0.0 X 73279 0 9191 Jane Weaver Interim General Director 40.0 0.0 X 0 0 0 Tuomas Hiltunen General Director Start: 08/17 40.0 0.0 X 0 0 0 284928 0 15143 1 false true false HOUSTON GRAND OPERA 510 PRESTON STREET HOUSTON TX 77002 OPERA PROD. RENTAL 240009 FORT WORTH PRODUCTION SERVICES INC POBOX 185160 FORT WORTH TX 76181 CONTRACTED STAGEHAND 137035 FORT WORTH SYMPHONY ORCHESTRA 330 EAST 4TH STREET FORT WORTH TX 76102 CONTRACTED MUSICIANS 119394 3 X 128128 80500 2493213 2701841 Tickets - Festival 711110 536883 536883 Production rentals 711110 103776 103776 Performance fees 711110 104451 104451 745110 9887 9887 0 0 0 0 0 0 45609 128128 101188 -55579 -55579 0 0 0 0 0 0 Miscellaneous Income 900099 5720 5720 5720 3406979 750830 -45692 X 0 0 0 0 305244 107370 105207 92667 0 577865 280932 175000 121933 3275 3275 111212 46709 35588 28915 68574 30152 21758 16664 54830 54830 10359 10359 42885 42885 0 7780 7780 0 1328320 1245023 83297 308158 308158 31644 28464 3180 58885 57896 989 0 194455 85976 108479 32586 23585 7261 1740 0 4552 4552 1687 1687 0 74551 74551 52413 47172 5241 Costumes, Scenery, Lighting a 332140 332140 Development 97840 97840 Education 144464 144464 . 0 26875 23204 3671 3870594 2781062 709601 379931 789610 289016 0 0 494715 198483 0 0 0 0 0 0 0 0 0 0 25754 29727 447678 135354 319604 312324 2 325722 0 0 0 0 0 0 6469 6469 1636154 1161741 47302 148108 0 0 235987 124383 0 0 0 0 0 0 0 0 0 0 0 0 283289 272491 X 858150 689250 494715 200000 0 0 1352865 889250 1636154 1161741 -463615 X false false false X 3855159 4065511 3416293 4159354 2701841 18198158 995836 906266 672315 707185 750830 4032432 0 0 0 4850995 4971777 4088608 4866539 3452671 22230590 1287138 2276486 2392104 1498251 1139150 8593129 15374 15374 1287138 2276486 2392104 1498251 1154524 8608503 13622087 9260 14846 20550 8463 9887 63006 0 9260 14846 20550 8463 9887 63006 9819 10200 52384 72403 0 4870074 4996823 4161542 4875002 3462558 22365999 0.60905 0.62720 0.00282 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295434 364656 -15339 644751 1929116 596446 78970 2308840 295692 1839080 90036 1929116 1562805 80960 204557 9242 1839080 410589 1051969 102756 2509 1562805 0.00000 0.51000 0.49000 false true true 0 0 0 447678 135354 312324 312324 SCHEDULE D, PART V, LINE 4 Intended Use of Funds: THE ASSOCIATION'S ENDOWMENT FUND CONSISTS OF CASH AND CASH EQUIVALENTS, EQUITIES, FIXED INCOME SECURITIES, AND MUTUAL FUNDS, ALL OF WHICH ARE DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS A PERMANENT ENDOWMENT. SCHEDULE D, PART V, COLUMNS A-D ENDOWMENT FUNDS: WE ARE RESTATING THE ENDOWMENT FUND ROLL-FORWARD 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. Opera Ball 107693 84928 22765 0 0 2350 26855 2100 24004 Festival Events 63044 43200 19844 0 0 2433 26966 1200 3758 0 0 0 0 0 0 0 0 0 0 170737 128128 42609 0 0 4783 53821 3300 27762 89666 -47057 X X X X X X true false false false false false false false false DARREN WOODS GENERAL DIRECTOR end: 02/17 211649 0 0 0 0 0 0 0 5952 0 217601 0 SCHEDULE J, PART I, LINE 4a SEVERANCE Payments: DARREN WOODS 2017 $ 21,389 2018 36,667 2019 36,666 2020 15,278 ------------ Total $110,000 FORM 990, PART VI, SECTION A, LINE 2 Family Relationships: BOARD MEMBERS JILL FISCHER AND KENNY FISCHER 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 EITHER BY EMAIL OR HAND DELIVERY PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: EVERY BOARD MEMBER 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. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION OF OFFICERS AND DIRECTORS: IN CONNECTION WITH AN INDEPENDENT HUMAN RESOURCES COMPANY, THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE GENERAL DIRECTOR'S SALARY. THE BOARD COMPARES 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. The full reviews are documented at the compensation consultants office, and the final approval of the compensation is documented in the board's meeting minutes. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS: A COPY OF THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON FORT WORTH OPERA ASSOCIATION, INC.' S WEBSITE. GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF AUTHORITY THROUGH A MANAGEMENT AGREEMENT: DURING THE FISCAL YEAR, THE ASSOCIATION ENTERED INTO A MANAGEMENT AGREEMENT WITH WEAVER & WEAVER TO PROVIDE MANAGEMENT SERVICES. PER IRS GUIDANCE, NO COMPENSATION IS SHOWN ON FORM 990, PART VII, FOR THIS INDIVIDUAL: JANE WEAVER. FORM 990 PART IX LINE 11G DESCRIPTION:STAGE/PRODUCTION SERVICES TOTAL FEES:1245023 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:4044 FORM 990 PART IX LINE 11G DESCRIPTION:EXECUTIVE SEARCH SERVICES TOTAL FEES:44972 FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE SERVICES TOTAL FEES:34281 FORT WORTH OPERA ENDOWMENT 505 PECAN STREET SUITE 100 FORT WORTH TX 76102 452831814 ENDOWMENT TX 501(C)(3) 12, TYPE I FW Opera true false false false false false false false false false false false false false true true false false false false