2017-07-17T14:04:46-05:00 2016-08-31 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2015-09-01 750945915 FORT WORTH OPERA ASSOCIATION INC FORT 8177310833 505 PECAN STREET NO 100 FORT WORTH TX 76102 NELSON CLAYTOR BOARD PRESIDENT 8177310833 2017-07-12 1 ALISON WILLIAMS P00509585 8173322301 2015 2021-01-29 14:40:06Z NELSON CLAYTOR 505 PECAN STREET SUITE 100 FORT WORTH TX 76102 6186153 0 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. 30 30 179 100 0 0 3416293 4159354 663845 702478 32534 74867 60854 -49638 4173526 4887061 0 0 0 0 1628003 1735102 0 15160 527708 2557980 2818218 4185983 4568480 -12457 318581 1680358 1636154 585216 283289 1095142 1352865 TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. 0 0 3336959 566876 FORT WORTH OPERA ANNUALLY PRODUCES THE FORT WORTH OPERA FESTIVAL EACH SPRING WITH MULTIPLE PRODUCTIONS OVER THREE TO FOUR WEEKENDS THAT SERVE APPROXIMATELY 12,000 PATRONS EACH YEAR. THE 2016 FESTIVAL FEATURED TWO DIFFERENT PRODUCTIONS AT BASS PERFORMANCE HALL, WITH ONE PRODUCTION AT A SECONDARY THEATRE, THE SCOTT THEATER. THE 2016 FESTIVAL FEATURED PERFORMANCES OF "JFK AND "THE BARBER OF SEVILLE", ALL AT BASS PERFORMANCE HALL WITH A TOTAL OF SIX PERFORMANCES. SIX PERFORMANCES OF "THE POE PROJECT" WERE PERFORMED AT THE SCOTT THEATER. 107004 0 THE FORT WORTH OPERA STUDIO, FOUNDED IN 2002, INCLUDES FOUR YOUNG ARTISTS CHOSEN FROM NATIONAL AUDITIONS TO BE IN RESIDENCE WITH FORT WORTH OPERA EACH YEAR 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 RECEIVE LESSONS AND COACHINGS, LANGUAGE AND MOVEMENT CLASSES, AND CLASSES ON OPERA AS A BUSINESS. 32674 140309 CHILDREN'S OPERA THEATRE, IN EXISTENCE FOR OVER THIRTY YEARS, REACHING OVER 30,000 STUDENTS EACH YEAR IN THE DALLAS-FORT WORTH METROPLEX, AS WELL AS AUSTIN, WACO, AND COMMUNITIES IN THE PANHANDLE OF TEXAS. PRODUCTIONS FOR THE 2015-2016 SCHOOL YEAR USED FAMILIAR STORIES PAIRED WITH WELL-KNOWN OPERAS TO BOTH ENTERTAIN AND EDUCATE CHILDREN INCLUDING "THE BREMEN TOWN MUSICIANS AND "BILLY GOATS GRUFF." 3476637 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 127 0 1 179 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X RYAN STANLEY 8177310833 505 PECAN STREET FORT WORTH TX 76102 MR JOHN O SUTTON JR CHAIRMAN 1.00 X X 0 0 0 G ROBERT STEPHENSON MD BOARD MEMBER 1.00 X 0 0 0 MR G WHITNEY SMITH PRESIDENT-ELECT 1.00 X X 0 0 0 DR MAXWELL C SCARLETT BOARD MEMBER 1.00 X 0 0 0 MRALFRED SAENZ PRESIDENT 1.00 X X 0 0 0 MRS JO ANN PATTON SECRETARY 1.00 X X 0 0 0 MRS RITA V O'FARRELL BOARD MEMBER 1.00 X 0 0 0 MR H L NELSON BOARD MEMBER 1.00 X 0 0 0 NATALIE G BRAND MURRAY MD BOARD MEMBER 1.00 X 0 0 0 MR PATRICK MCCLANAHAN BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL MARTINEZ BOARD MEMBER 1.00 X 0 0 0 MR BOND MALONE BOARD MEMBER 1.00 X 0 0 0 MRS KRISTEN LINDSAY BOARD MEMBER 1.00 X 0 0 0 MR JOSEPH LESLEY BOARD MEMBER 1.00 X 0 0 0 MS RHONDA KRASSELT BOARD MEMBER 1.00 X 0 0 0 MR ROBERT L JAMESON BOARD MEMBER 1.00 X 0 0 0 MR JACK N HUFF BOARD MEMBER 1.00 X 0 0 0 MRS JENNIFER GOLDBERG BOARD MEMBER 1.00 X 0 0 0 MR LEE B FREESE BOARD MEMBER 1.00 X 0 0 0 MR KENNY FISCHER TREASURER 1.00 X X 0 0 0 MRS JILL FISCHER CHAIRMAN EMERITUS 1.00 X X 0 0 0 MRS JUANA ROSA DANIELL BOARD MEMBER 1.00 X 0 0 0 MRS JUDITH S COHEN BOARD MEMBER 1.00 X 0 0 0 DR NELSON E CLAYTOR BOARD MEMBER 1.00 X 0 0 0 MRS LOUISE B CARVEY BOARD MEMBER 1.00 X 0 0 0 DR ROBERT S CAPPER BOARD MEMBER 1.00 X 0 0 0 MR DAVID BUCHER BOARD MEMBER 1.00 X 0 0 0 MRS ANNE T BASS BOARD MEMBER 1.00 X 0 0 0 MR F ROBERT BALL BOARD MEMBER 1.00 X 0 0 0 MR BERNARD S APPEL BOARD MEMBER 1.00 X 0 0 0 DARREN WOODS GENERAL DIRECTOR 40.00 X 227511 0 6648 RYAN STANLEY FINANCE DIRECTOR 40.00 X 84563 0 7306 312074 0 13954 1 0 1 0 FORT WORTH SYMPHONY ORCHESTRA 330 EAST 4TH FORT WORTH TX 76102 CONTRACTED MUSICIANS FOR PRODUCTIONS 209085 PERFORMING ARTS FORT WORTH 525 COMMERCE ST FORT WORTH TX 76102 THEATRE AND EQUIPMENT RENTAL 203497 HAWTHORN SUITES 1701 S UNIVERSITY DR FORT WORTH TX 76107 ARTISTS' LODGING DURING FESTIVAL SEASON 172324 MATCHBOX STUDIO INC 3013 CANTON ST DALLAS TX 75526 GRAPHIC ARTS DESIGN, TURNKEY ARTWORK 155603 4 152601 1000000 36500 2970253 4159354 TICKETS - FESTIVAL 711110 566876 566876 PERFORMANCE FEES 711110 72307 72307 PRODUCTION RENTALS 711110 63295 63295 702478 8463 8463 1251721 1185317 66404 66404 66404 59430 152601 113775 -54345 -54345 MISCELLANEOUS INCOME 900099 4707 4707 4707 4887061 707185 0 20522 X 318951 207317 31895 79739 1222105 794368 122211 305526 9228 5998 923 2307 104527 67942 10453 26132 80291 52189 8029 20073 16287 16287 15160 15160 1317780 1165485 152295 351795 351795 113040 42013 62789 8238 189602 88063 101539 107784 107784 3223 3223 10117 10117 25123 25123 25383 22845 2538 COSTUMES, SCENERY, LIGH 276797 276797 EDUCATION 183634 183634 DEVELOPMENT 70533 70533 TICKET SURCHARGE 54683 54683 72437 30601 41836 4568480 3476637 564135 527708 57780 789610 524062 494715 128702 25754 380407 60803 4940 319604 942312 2 22562 6469 1680358 1636154 27292 47302 322924 235987 235000 0 585216 283289 X 336801 858150 758341 494715 1095142 1352865 1680358 1636154 318581 -60858 0 X X 0 1 X 1 0 X 3523360 3855159 4065511 3416293 3159354 18019677 829492 989326 902943 663860 702478 4088099 4352852 4844485 4968454 4080153 3861832 22107776 1150762 1287138 2276486 2392104 1498251 8604741 630260 1119010 218147 363646 394898 2725961 1781022 2406148 2494633 2755750 1893149 11330702 10777074 7663 9260 14846 20550 8463 60782 7663 9260 14846 20550 8463 60782 1063 6510 3323 8455 19351 4361578 4860255 4986623 4109158 3870295 22187909 0.48570 0.48680 0.00270 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1399152 507340 205951 1000000 1112443 1900315 -319788 -181375 1399152 1562805 142195 204557 9242 1900315 410589 1051969 102756 2509 1562805 512489 24536 166861 370163 0.77000 0.20000 0.03000 0 1 1 344727 25123 319604 35680 35680 0 319604 4920214 -60858 73716 20295 33153 4887061 0 4887061 4662491 73716 20295 94011 4568480 0 4568480 PART V, LINE 4: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS 20,295. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS 20,295. X X X X 0 TAYLAR TELEFUNDING 1325 SOUTH WABASH AVE STE 204 CHICAGO IL 60605 SPECIAL TELEFUNDING CAMPAIGN FOR "MILLION DOLLAR SUMMER" 0 0 15160 -15160 15160 -15160 OPERA BALL 150022 104272 45750 0 0 1995 26900 4200 60385 FESTIVAL EVENTS 62009 48329 13680 2975 17320 0 0 212031 152601 59430 4970 44220 4200 60385 113775 -54345 X X X X X 0 0 0 0 0 0 0 0 0 DARREN WOODS GENERAL DIRECTOR 227511 0 0 0 0 0 0 0 6648 0 234159 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JILL FISCHER AND KENNY FISCHER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON FORT WORTH OPERA ASSOCIATION, INC.'S WEB SITE. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 103,619. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,619. ARTISTS EXPENSES: PROGRAM SERVICE EXPENSES 74,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,750. YAP FEES : PROGRAM SERVICE EXPENSES 22,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,000. CHOREOGRAPHER FEES : PROGRAM SERVICE EXPENSES 9,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,500. CHORUS MASTER : PROGRAM SERVICE EXPENSES 63,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,500. CHORUS ACCOMPANIST : PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,500. CHORUS FEES : PROGRAM SERVICE EXPENSES 84,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,922. CHILDRENS CHORUS : PROGRAM SERVICE EXPENSES 1,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,800. COMPOSER EXPENSES : PROGRAM SERVICE EXPENSES 117,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,109. CONDUCTOR FEES : PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. CONDUCTOR-MEALS/LODGING/TRANS. : PROGRAM SERVICE EXPENSES 16,521. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,521. ASSOCIATE CONDUCTOR : PROGRAM SERVICE EXPENSES 459. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 459. COACH - LANGUAGE & VOCAL : PROGRAM SERVICE EXPENSES 841. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 841. ORCHESTRA FEE : PROGRAM SERVICE EXPENSES 233,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233,440. PROPERTY MASTER : PROGRAM SERVICE EXPENSES 14,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,565. TECHNICAL DIRECTOR : PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. TECHNICAL COORDINATOR - ELECT : PROGRAM SERVICE EXPENSES 17,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,525. ASST STAGE MANAGER : PROGRAM SERVICE EXPENSES 455. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 455. TECHNICAL SUPERVISOR FEE : PROGRAM SERVICE EXPENSES 7,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. BASS HALL LICENSE FEE: PROGRAM SERVICE EXPENSES 122,170. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,170. COSTUME INTERNSHIEP : PROGRAM SERVICE EXPENSES 7,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,960. BASS HALL -TECHNICAL LABOR : PROGRAM SERVICE EXPENSES 11,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,919. ALT VENUE - RENTAL : PROGRAM SERVICE EXPENSES 22,454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,454. MEALS - CAST & CREW : PROGRAM SERVICE EXPENSES 4,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,311. RECORDING : PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. ACCOMPANIST : PROGRAM SERVICE EXPENSES 2,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,582. PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79,151. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,151. COMPUTER SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,197. GENERAL DIRECTOR EXPENSES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,947. ASSISTANT & ASSOCIATE DIRECTOR FEE : PROGRAM SERVICE EXPENSES 35,051. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,051. AUDIO OR VIDEOGRAPHER DESIGNER EXPE: PROGRAM SERVICE EXPENSES 27,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,000. STAGE MANAGER : PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. ASS'T STAGE MANAGER/PRODUCTION INTE: PROGRAM SERVICE EXPENSES 26,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,500. LIGHTING DESIGNER : PROGRAM SERVICE EXPENSES 36,719. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,719. PAYROLL SERVICES : PROGRAM SERVICE EXPENSES 1,813. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,813. STAGE DIRECTOR-TRANS./BENEFITS : PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500. FORM 990 PAGE 12, PART XII LINE 2C THE OVERSIGHT PROCESS BY THE COMMITTEE ASSSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT DID NOT CHANGE DURING THE YEAR. FORM 990 PAGE 9, PART VIII DURING THE COMPANY'S 2015-16 FISCAL YEAR, A SUBSTANTIAL FUNDING SHORTFALL RESULTED IN THE NECESSITY TO TRANSFER $1M FROM THE FORT WORTH OPERA ENDOWMENT INTO THE COMPANY'S OPERATING BUDGET. AS REQUIRED BY APPLICABLE ACCOUNTING RULES, THIS TRANSFER HAS BEEN RECORDED AS A DONATION IN THE 990 AND AUDITED FINANCIALS, BUT IT DOES NOT REPRESENT INCREMENTAL FUNDING FROM DONORS DURING THE FISCAL PERIOD. FORT WORTH OPERA ENDOWMENT 505 PECAN STREET SUITE 100 FORT WORTH TX 76102 452831814 RAISE AND HOLD FUNDS FOR FW OPERA TX 501(C)(3) 509(A)(3) FORT WORTH OPERA ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 FORT WORTH OPERA ENDOWMENT C 1000000 CASH PAYMENT