2017-11-09T16:01:22-06:00 2016-12-31 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2016-01-01 237011544 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF 7032551900 1645 TRAP ROAD VIENNA VA 22182 ARVIND MANOCHA PRESIDENT/CEO 7032551900 2017-11-09 1 Deborah G Kosnett P00290720 2022932200 2017-11-09 216.59.105.130 2017-11-09 16:01:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E907A8F149D67D06177CCD6DEBFA17496A4235B9 2016 2018-03-14 21:41:22Z ARVIND MANOCHA 1645 TRAP ROAD VIENNA VA 22182 46793641 0 X WWW.WOLFTRAP.ORG X 1968 DC TO PRESENT AND CREATE EXCELLENT AND INNOVATIVE PERFORMING ARTS PROGRAMS FOR THE ENRICHMENT, EDUCATION, AND ENJOYMENT OF DIVERSE AUDIENCES AND PARTICIPANTS. 51 50 699 200 836900 96319 10851592 13740925 19327739 24739914 2834744 845928 707534 335871 33721609 39662638 60757 63705 0 0 11559948 12230450 136638 131612 3169049 18900303 24505542 30657646 36931309 3063963 2731329 43888085 47936411 3222016 3789762 40666069 44146649 X TO PRESENT AND CREATE EXCELLENT AND INNOVATIVE PERFORMING ARTS PROGRAMS FOR THE ENRICHMENT, EDUCATION, AND ENJOYMENT OF DIVERSE AUDIENCES AND PARTICIPANTS. 0 0 24786495 14125 20454613 The Filene Center at Wolf Trap is the only National Park dedicated to presenting the performing arts. From late May to early September more than 392,000 patrons at 77 performances were in attendance at shows that included musical theater, symphony & film, dance, opera, pop, rock and more with an average ticket price of $50. The Filene Center has the second largest theatrical stage in the country; seats 7,028, nearly 4,000 of which are covered with open sides and views of the tall trees and rolling hills in the Park. The remainder of the seating is uncovered on a sloping lawn where patrons can bring picnics to enjoy before & during performances. The Barns at Wolf Trap presented 95 performances from October to early May at our 382 seat indoor venue. Almost 31,000 tickets were issued to see legendary artists and exciting up-and-coming talents in a diverse array of musical genres with an average ticket price of $39. The theater was built from two restored 18th century barns and was a gift from our founder, Catherine Filene Shouse. 2501249 42000 2433635 Each year, Wolf Trap Education delivers high quality arts-learning experiences to more than 93,000 children and adults, locally, nationally, and internationally. At the heart of Wolf Trap's education outreach for more than three decades, the Wolf Trap Institute for Early Learning Through the Arts (Institute) is recognized nationally as a model for incorporating the performing arts into preschool and Kindergarten curricula. Conducting early childhood education through arts integration in 24 states and the District of Columbia, including 17 Wolf Trap Institute national affiliate sites across the US, the Institute provides direct services to children between the ages of three months and 6 years and multiplies its impact through professional development for early childhood educators, parents, and caregivers. The Institute seeks to address two primary concerns: (1) the school readiness of children who live in economically disadvantaged circumstances; and (2) access to effective professional development for teachers who work with these children. By integrating performing arts strategies into early childhood standards-based instruction, the Institute enhances children's cognitive, physical, and social/emotional development, as well as literacy, science, technology, engineering, and math (STEM) skills development. Each summer, Wolf Trap Education serves 16,000 children, parents, and other caregivers through Wolf Trap Children's Theatre-in-the-Woods (CTITW). Building on four decades as a beloved community institution, this program comprises seven weeks of performances with nationally acclaimed professional musicians, actors, and dancers at an outdoor venue situated in the woods near the Filene Center at Wolf Trap National Park for the Performing Arts. This unique, family-friendly venue offers the perfect environment for lively adventures in music, dance, theater, and puppetry. Wolf Trap Education also manages the organization's Internship Program, a highly competitive program consistently ranked among the nation's best. Each year approximately 43 full- and part-time internships provide students and recent graduates with invaluable hands-on experience and connections in the administrative side of the arts. Valuing a commitment to diversity and the power of the arts to change society, Wolf Trap broadens access and entry into the arts management profession by offering Multicultural and Economic Diversity Initiatives as a part of the Internship Program. Wolf Trap Education annually acknowledges and awards the work and achievements of six outstanding performing arts teachers from school districts in the DC/MD/VA metro area through Grants for High School Performing Arts Teachers. At the Center for Education at Wolf Trap and on the Filene Center and CTITW stages, Wolf Trap Education offers Field Trip Performances, Classes, and Master Classes serving all ages that encourage lifelong learning through the arts. 2459207 7580 1879361 Wolf Trap Opera (WTO), created in 1971, is a highly regarded residency program for opera singers. It offers emerging artists one of the best training and performing experiences in the nation. Our primary tier of Filene Young Artists have completed advanced degrees and are already established singers on the verge of professional careers; Studio Artists are talented student singers considering a career in the field. WTO provides both career guidance and a chance to polish skills needed to advance to the next level and offers an opportunity for our nation's most talented young performers to experience the demands of a professional career in the performing arts. Highly acclaimed performances are held at both the Filene Center and The Barns. In 2016, the Company selected 20 Filene Young Artists (representing 13 states and 4 foreign countries) who then performed in eight Barns performances (two different operas and two recitals) and one staged Filene Center opera with the National Symphony Orchestra. The 16 Studio Artists performed small roles and in the chorus of WTO productions. Alumni have gone on to careers performing with some of the leading opera companies in the world 29746951 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 223 0 1 699 1 1 1 0 0 0 0 1 1 0 0 0 0 X 51 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DC DE FL IA MA MD MT NC NJ NV NY PA SC SD TX VA WA WV WY X GEORGIA GRENA 7032551900 1645 TRAP ROAD VIENNA VA 22182 DANIEL A D'ANIELLO Chairman 3.00 X X 0 0 0 GIL GUARINO VICE CHAIRMAN & SECRETARY 2.00 X X 0 0 0 Vincent Ferraro Treasurer 2.00 X X 0 0 0 HILLARY D BALTIMORE DIRECTOR 2.00 X 0 0 0 C E Andrews DIRECTOR 1.00 X 0 0 0 Patrice King Brickman DIRECTOR 1.00 X 0 0 0 NICHOLAS E CALIO DIRECTOR 1.00 X 0 0 0 TERESA CARLSON DIRECTOR 1.00 X 0 0 0 Enrico A Della Corna DIRECTOR 1.00 X 0 0 0 Lynn R Dillon DIRECTOR 1.00 X 0 0 0 Ric Edelman DIRECTOR 2.00 X 0 0 0 Virginia McGehee Friend DIRECTOR 1.00 X 0 0 0 GREGORY S GALLOPOULOS DIRECTOR 1.00 X 0 0 0 DENISE GRANT DIRECTOR 1.00 X 0 0 0 Janet Hill DIRECTOR 2.00 X 0 0 0 FREDERICK S HUMPHRIES JR DIRECTOR 1.00 X 0 0 0 DONALD IRWIN IV DIRECTOR 1.00 X 0 0 0 JONATHAN B JARVIS DIRECTOR 1.00 X 0 0 0 Richard Jeanneret DIRECTOR 1.00 X 0 0 0 TIM KEATING DIRECTOR 2.00 X 0 0 0 Nazzic S Keene Director 1.00 X 0 0 0 DIRK KEMPTHORNE DIRECTOR 2.00 X 0 0 0 John E King DIRECTOR 1.00 X 0 0 0 Anne R Kline DIRECTOR 1.00 X 0 0 0 Nancy J Laben DIRECTOR 1.00 X 0 0 0 David H Langstaff DIRECTOR 1.00 X 0 0 0 JOHN C LEE IV DIRECTOR 1.00 X 0 0 0 Mark Lowham DIRECTOR 1.00 X 0 0 0 LESTER L LYLES DIRECTOR 2.00 X 0 0 0 Terri McClements DIRECTOR 1.00 X 0 0 0 THOMAS W MINNICK DIRECTOR 1.00 X 0 0 0 RAMONA MOCKOVIAK DIRECTOR 1.00 X 0 0 0 Mark G Mykityshyn DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J NASSETTA DIRECTOR 1.00 X 0 0 0 Long V Nguyen DIRECTOR 1.00 X 0 0 0 SEAN O'KEEFE DIRECTOR 1.00 X 0 0 0 PATRICK S PACIOUS DIRECTOR 1.00 X 0 0 0 ROBERT F PENCE DIRECTOR 2.00 X 0 0 0 CHARLES L PROW DIRECTOR 1.00 X 0 0 0 Dion Rudnicki DIRECTOR 1.00 X 0 0 0 B FRANCIS SAUL III DIRECTOR 1.00 X 0 0 0 DANIELLE O SAUNDERS DIRECTOR 2.00 X 0 0 0 Mark A Simione DIRECTOR 1.00 X 0 0 0 STUART L SOLOMON DIRECTOR 1.00 X 0 0 0 DARRIN L TALLEY DIRECTOR 1.00 X 0 0 0 Robert Van Hoecke DIRECTOR 2.00 X 0 0 0 John B Veihmeyer Director 1.00 X 0 0 0 KATHY J WARDEN DIRECTOR 1.00 X 0 0 0 BRUCE D WARDINSKI DIRECTOR 1.00 X 0 0 0 JOHN B WOOD DIRECTOR 1.00 X 0 0 0 STEPHEN D KAHN GENERAL COUNSEL 1.00 X X 0 0 0 ARVIND MANOCHA PRESIDENT & CEO 40.00 X X 580300 0 29203 BETH BRUMMEL VP, EXTERNAL AFFAIRS 40.00 X 245910 0 35399 SARA JAFFE SR DIRECTOR, DEVELOPMENT & 40.00 X 174305 0 35377 JoAnn LaBrecque Sr Director, Communication 40.00 X 159540 0 34589 Kim Witman Sr Director, Opera & Class 40.00 X 149790 0 23851 CHRISTOPHER ECKERT SR DIRECTOR, OPERATIONS 40.00 X 144132 0 33561 Georgia Grena SR DIRECTOR, FINANCE 40.00 X 137344 0 23049 1591321 0 215029 13 0 1 0 John F Kennedy Center for the Performing PO Box 101510 Arlington VA 22210 Performing Artist 891941 Ninety-Ten Productions Inc 360 Hamilton Avenue White Plains NY 10601 Performing Artist 818999 Ganesha Productions Inc 5600 Collins Ave Miami Beach FL 33139 Performing Artist 800000 WP Company PO Box 17641 Baltimore MD 21297 Advertising Services 792713 White64 8603 Westwood Center Drive Tysons VA 22182 Advertising Services 609384 49 135262 1670053 860631 11074979 39289 13740925 TICKET REVENUE 711130 20263128 20263128 CONCESSIONS 900099 2052504 283746 1768758 TICKET FEES 900099 1599297 1599297 EDUCATION FEES 900099 660603 660603 MEMBER EVENTS 900099 126272 126272 38110 38110 24739914 607320 607320 331889 113886 218003 218003 200982 17021 6514676 6276068 238608 238608 238608 151257 1670053 699200 -547943 -547943 28215 787 27428 27428 450190 41062 409128 214204 194924 ADVERTISING/ACKNOWLEDGEMENTS 541800 198067 137968 60099 MISCELLANEOUS 900099 31188 27695 3493 229255 39662638 22588833 836900 2495980 14125 14125 49580 49580 890812 89081 757190 44541 8513903 5788122 1328269 1397512 415199 257423 91344 66432 1717537 1064873 377858 274806 692999 429659 152460 110880 75018 75018 125615 125615 131612 131612 113535 112877 658 1610697 1317694 117600 175403 3096518 2903920 36553 156045 807191 469382 213331 124478 233636 162377 44391 26868 701883 381354 320529 640227 559156 24593 56478 532597 370155 101193 61249 240197 166938 45638 27621 UBI taxes 25755 25755 PERFORMANCE FEES 13521903 13520103 0 1800 FOOD AND BEVERAGE 977994 715067 98357 164570 CREDIT CARD FEES 637204 538263 10565 88376 1165572 836802 68392 260378 36931309 29746951 4015309 3169049 11652837 6241359 7021237 916600 1099353 162119 148079 99827 110589 92750 117345 22336855 11366614 10669505 10970241 20294447 22228208 43888085 47936411 1623664 2162911 1598352 1626851 3222016 3789762 X 28040938 29058211 11344140 13087447 1280991 2000991 40666069 44146649 43888085 47936411 2731329 749251 0 X X 0 1 X 1 0 X 9493736 8854314 10405001 10851592 13740925 53345568 16359119 16517216 16531902 17475513 22588833 89472583 1524871 2056087 1951825 2187527 2374080 10094390 27377726 27427617 28888728 30514632 38703838 152912541 1175223 1019988 2159527 3545811 4164064 12064613 0 1175223 1019988 2159527 3545811 4164064 12064613 140847928 608228 367948 366786 862794 956230 3161986 608228 367948 366786 862794 956230 3161986 45218 45218 61071 10226 4016 75313 28092243 27805791 29259530 31377426 39660068 156195058 0.90170 0.89230 0.02020 0.01830 X Schedule A, Part III, Line 12, Explanation of Other Income: miscellaneous program related income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 2567 0 0 2567 0 Part II-B, Line 1: WOLF TRAP WORKS WITH FELLOW ARTS ORGANIZATIONS TO ADVOCATE FOR FAIR TREATMENT FOR THE NONPROFIT ARTS COMMUNITY THROUGH CONTACT WITH OUR ELECTED OFFICIALS AT THE STATE, LOCAL, AND NATIONAL LEVELS. OUR ACTIVITIES INCLUDE CORRESPONDENCE, MEETINGS WITH PUBLIC OFFICIALS AND TESTIMONY AT PUBLIC HEARINGS BY WOLF TRAP BOARD AND STAFF MEMBERS AND OTHER MEMBERS OF THE COMMUNITY WHO SUPPORT THE ARTS AND EDUCATION. 20240873 1519606 1466321 1043033 22183767 21066783 356126 -205776 976260 20240873 20316875 191292 1473957 915341 21066783 17831320 383578 2957899 855922 20316875 16478326 219598 1941084 807688 17831320 0.51000 0.09000 0.40000 0 0 1393391 1393391 16082301 8389297 7693004 4861163 2977317 1883846 10970241 41602251 749249 457181 854935 2061365 39540886 121752 121752 39662638 38121673 457181 854935 1312116 36809557 121752 121752 36931309 Part V, Line 4: ENDOWMENT FUNDS SUPPORT WOLF TRAP'S MISSION TO PRESENT AND CREATE EXCELLENT AND INNOVATIVE PERFORMING ARTS PROGRAMS FOR THE ENRICHMENT, EDUCATION AND ENJOYMENT OF DIVERSE AUDIENCES AND PARTICIPANTS. THE ENDOWMENT IS COMPRISED OF DONOR-DESIGNATED FUNDS FOR CORE PROGRAMS, INCLUDING: EDUCATION PROGRAMS, ARTISTIC INITIATIVES AND WOLF TRAP OPERA, AS WELL AS WOLF TRAP'S GENERAL MISSION AND OPERATIONS. Part XI, Line 2d - Other Adjustments: Reclass of rental expense to part VIII 113,886. Reclass of fundraising and gaming expenses to Part VIII 699,987. reclass of cogs to part viii 41,062. Part XI, Line 4b - Other Adjustments: reclass of other revenue and expense 121,752. Part XII, Line 2d - Other Adjustments: Reclass of rental expense to part VIII 113,886. Reclass of fundraising and gaming expenses to Part VIII 699,987. reclass of cogs to part viii 41,062. Part XII, Line 4b - Other Adjustments: reclass of other revenue and expense 121,752. East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Education Services 34695 0 0 0 0 0 0 34695 0 34695 0 0 0 0 0 0 X X X X X X X 1 AVALON CONSULTING 2030 M Street Ste 700 WASHINGTON DC 20036 CONSULTS ON DIRECT MAIL CAMPAIGNS; TELEMARKETING AND EMAIL 0 2195303 131612 2063691 2195303 131612 2063691 CA CT DC DE FL IA IN MA MD MT NV NJ NY NC PA SC SD TX VT VA WA WV WY WOLF TRAP BALL 1559300 1480710 78590 177785 67625 320062 Wine at Wolf Trap 98950 59500 39450 29592 3250 13102 2 163060 129843 33217 46111 2250 39423 1821310 1670053 151257 253488 73125 372587 699200 -547943 28215 787 1 28215 787 787 27428 VA 0 THE REQUIRED AMOUNT OF GROSS RECEIPTS THAT MANDATE THE NECESSITY FOR A LICENSE TO CONDUCT GAMING ACTIVITIES IN VIRGINIA IS GREATER THAN $40,000. THIS ONE-TIME RAFFLE EVENT ONLY BROUGHT IN $28,215 IN GROSS RECEIPTS, THEREFORE WE WERE NOT REQUIRED TO OBTAIN A LICENSE. 0 1 0 1.00000 GEORGIA GRENA 1645 TRAP RD VIENNA VA 22182 0 GEORGIA GRENA 12 BOOKKEEPING X 1 0 Schedule G, Part III, Line 17b The raffle was a one-time event associated with our annual Ball. the state specifically permits use of proceeds for expenses. No excess funds remained after covering expenses. 1 ascension academy bishop matthiesen scholarship fund po box 50729 amarillo TX 791590729 752564283 501(c)(3) 10000 support the scholarship fund 1 0 CFS CAREER GRANTS 3 7580 N/A Program Service Grants 3 10500 n/A n/A Part I, Line 2: Wolf Trap Education rewards teachers, affiliates and organizations who create innovative new programs. Applicants are required to submit documentation. Wolf Trap staff monitors the program implementation, observes the final projects, and completes and submits a report to funders. Wolf Trap Opera awarded career development grants to three Filene Young Artists with monies provided by the Shouse Education Fund. Individual grants ranged from between $1,750 and $3,000. Grant recipients were required to submit receipts and a letter indicating how the funds were used to advance their career in music by June 1, 2016. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ARVIND MANOCHA PRESIDENT & CEO 450000 0 120000 0 10300 0 10669 0 18534 0 609503 0 0 0 BETH BRUMMEL VP, EXTERNAL AFFAIRS 219970 0 25000 0 940 0 8460 0 26939 0 281309 0 0 0 SARA JAFFE SR DIRECTOR, DEVELOPMENT & 168755 0 5000 0 550 0 8438 0 26939 0 209682 0 0 0 JoAnn LaBrecque Sr Director, Communication 153000 0 5000 0 1540 0 7650 0 26939 0 194129 0 0 0 Kim Witman Sr Director, Opera & Class 138250 0 10000 0 1540 0 5317 0 18534 0 173641 0 0 0 CHRISTOPHER ECKERT SR DIRECTOR, OPERATIONS 132490 0 10000 0 1642 0 6625 0 26936 0 177693 0 0 0 Georgia Grena SR DIRECTOR, FINANCE 130830 0 5000 0 1514 0 4528 0 18521 0 160393 0 0 0 Part I, Line 1a Professional membership dues are paid for the President /CEO. X 35 396587 SALE PROCEEDS X Maintenance supplies 1 7500 fmv X PLANTS/FLOWERS 1 316 FMV 0 1 1 Part I, Line 32b: A third party brokerage firm receives physical delivery of all publicly traded securities including stocks, bonds and mutual funds; they immediately sell the certificates and the proceeds are deposited into Wolf Trap's operating bank account. Form 990, Part VI, Section A, line 1 The Executive Committee shall have and exercise the authority of the Board of Directors between meetings of the Board of Directors. The Executive Committee shall consist of the following individuals: (a) as Ex Officio Members, the Chairman of the Board, who shall serve as the chairman of the Executive Committee, the Vice Chairman/Secretary of the Board, the President and the Chairman of the Board of Wolf Trap Associates; (b) the chairs of each of the Standing Committees; and (c) three Elected Directors who shall be appointed by the Chairman of the Board of Directors, each for a one year term. The term of these members shall expire upon the adjournment of the annual meeting following his or her appointment. Each of these members shall serve no more than three one-year terms as a member of the Executive Committee (excluding service as an Ex Officio Member). Once in at least four meetings the Executive Committee shall meet in executive session, without the presence of any individual who is not a member of the Executive Committee and without the presence of the President, but by invitation, with the presence of the General Counsel. Form 990, Part VI, Section B, line 11b The Form 990 is initially prepared by Wolf Trap's Senior Director, Finance; final preparation and review is completed by a paid preparer. The 990 is then reviewed by Wolf Trap's President/CEO and the Audit Committe. Subsequent to this review, a copy of the final draft is made available to the full board before it is filed. Form 990, Part VI, Section B, line 12c PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE ALL OFFICERS, DIRECTORS, AND EMPLOYEES. ONCE PER YEAR, OR AT TIME OF HIRE, EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS. AT THE MAY BOARD MEETING, ALL BOARD MEMBERS ARE REQUIRED TO SIGN THE SAME POLICY AND DISCLOSE ANY CONFLICTS. THE EXECUTIVE OFFICE OF THE FOUNDATION MONITORS AND ENFORCES BOARD RESPONSES AND THE HR DEPARTMENT MONITORS AND ENFORCES ALL EMPLOYEE RESPONSES. Form 990, Part VI, Section B, line 15 The President/CEO's compensation is determined by the Compensation Committee of the Foundation based on an annual performance review of his accomplishments, goals and objectives. Additionally, a qualified independent compensation consultant was engaged to provide a detailed comparative analysis of other CEO compensation at similar organizations to the support the reasonableness of his total compensation package. The process was documented in contemporaneous written minutes detailing the analysis and basis for the compensation determination. The same process is used to determine the compensation of the Foundation's sole key employee. Form 990, Part VI, Section C, line 19 WOLF TRAP'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON WOLF TRAP'S WEBSITE, WOLFTRAP.ORG, OR AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.