LYRIC OPERA OF CHICAGO: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LYRIC OPERA OF CHICAGO (EIN 36-6008929)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201601349349306445
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T18:01:44-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366008929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lyric Opera of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYRIBusinessNameControlTxt
Phone3123322244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRoberta LanePersonNm
Person TitleAsst Treasurer/CFOPersonTitleTxt
Signature2016-05-10SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Freud AnthonyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$137,078,064GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.lyricopera.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionLyric Opera of Chicago exists to provide a broad, deep, and relevant cultural service to the Chicago region and the nation, and to advance the development of the art form of opera.ActivityOrMissionDesc
Voting Members Governing Body105VotingMembersGoverningBodyCnt
Voting Members Independent99VotingMembersIndependentCnt
Total Employee999TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$844,698TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$54,895,389PYContributionsGrantsAmt
CY Contributions Grants$54,197,015CYContributionsGrantsAmt
PY Program Service Revenue$29,793,368PYProgramServiceRevenueAmt
CY Program Service Revenue$27,051,784CYProgramServiceRevenueAmt
PY Investment Income$3,940,068PYInvestmentIncomeAmt
CY Investment Income$2,806,093CYInvestmentIncomeAmt
PY Other Revenue$1,903,941PYOtherRevenueAmt
CY Other Revenue$1,371,047CYOtherRevenueAmt
PY Total Revenue$90,532,766PYTotalRevenueAmt
CY Total Revenue$85,425,939CYTotalRevenueAmt
PY Grants And Similar Paid$1,076,914PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$995,789CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$42,847,475PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$46,513,169CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,234PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$289,611CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,217,848CYTotalFundraisingExpenseAmt
PY Other Expenses$31,856,525PYOtherExpensesAmt
CY Other Expenses$32,368,063CYOtherExpensesAmt
PY Total Expenses$75,786,148PYTotalExpensesAmt
CY Total Expenses$80,166,632CYTotalExpensesAmt
PY Revenues Less Expenses$14,746,618PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,259,307CYRevenuesLessExpensesAmt
Total Assets BOY$321,775,795TotalAssetsBOYAmt
Total Assets EOY$330,113,593TotalAssetsEOYAmt
Total Liabilities BOY$97,084,176TotalLiabilitiesBOYAmt
Total Liabilities EOY$97,676,642TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$224,691,619NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$232,436,951NetAssetsOrFundBalancesEOYAmt
MissionWe believe in the life-changing, transformational, revelatory power of great art and opera. Lyric Opera of Chicago exists to provide a broad, deep, and relevant cultural service to the Chicago region and the nation, and to advance the development of the art form of opera by: - Producing and performing consistently thrilling, world-class opera, with a balanced repertoire that encompasses core classics, lesser-known masterpieces, and new works. - Creating a diverse, innovative, wide-ranging program of community engagement and education activities that reaches the widest possible public. - Developing exceptional emerging operatic talent.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$64,258,751ExpenseAmt
Grant$995,789GrantAmt
Revenue$25,710,109RevenueAmt
DescDURING THE FISCAL YEAR, 69 OPERA PERFORMANCES, 26 PERFORMANCES OF ONE MUSICAL, 2 CONCERTS AND 8 FINAL DRESS REHEARSALS WERE PRODUCED BY LYRIC OPERA OF CHICAGO. THESE PERFORMANCES WERE ATTENDED BY APPROXIMATELY 268,400 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,059,944ExpenseAmt
Grant$0GrantAmt
Revenue$862,285RevenueAmt
DescLYRIC UNLIMITED, AN INITIATIVE OF LYRIC OPERA OF CHICAGO, OFFERS A MULTIFACETED PROGRAM OF EXPANDED COMMUNITY ENGAGEMENT AND ARTISTIC INITIATIVES AND INCLUDES LYRIC'S LONGSTANDING EDUCATIONAL PROGRAMS. LYRIC SEEKS TO ENRICH THE LIVES OF CHICAGO-AREA CHILDREN AND ADULTS THROUGH HIGH-QUALITY, ACCESSIBLE ARTS EDUCATION, WHICH FOCUSES ON CULTIVATING A LIFELONG APPRECIATION OF OPERA AND CREATING AUDIENCES FOR THE FUTURE. LYRIC'S SCHOOL PROGRAMS EMBRACE ARTS EDUCATION AS A CORE SUBJECT AND PROMOTE CROSS-CURRICULAR INTEGRATION WHILE FULFILLING STATE LEARNING STANDARDS. COMMUNITY PROGRAMS PROVIDE EDUCATION ON A VARIETY OF LEVELS, FROM NOVICE TO EXPERT, WHICH HEIGHTEN THE OPERA-GOING EXPERIENCE. MORE THAN 900 YOUTH AND ADULT PROGRAMS WERE HELD THROUGHOUT THE YEAR. MOST OF THESE ACTIVITIES TOOK PLACE AT VARIOUS LOCATIONS THROUGHOUT THE CHICAGOLAND AREA. ATTENDANCE FOR THESE EDUCATIONAL ACTIVITIES TOTALED APPROXIMATELY 126,200. PLEASE NOTE, AS REQUIRED BY THE INSTRUCTIONS, THE REVENUE DISCLOSED HERE DOES NOT INCLUDE CONTRIBUTED REVENUE FOR THESE PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$422,181ExpenseAmt
Grant$0GrantAmt
Revenue$518,539RevenueAmt
DescPRESENTATION AND EVENTS HELD IN THE FACILITY DURING THE FISCAL YEAR WAS COMPRISED OF 29 EVENTS WITH TOTAL ATTENDANCE OF APPROXIMATELY 16,400 PEOPLE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$67,740,876TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document351IRPDocumentCnt
IRP Document W2 G2IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee999EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members105GoverningBodyVotingMembersCnt
Independent Voting Member99IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Roberta LaneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123322244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker Drive No 860AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (115 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Richard P Kiphart
Chairman, Interim President/CEO3.00Yes (X)Yes (X)$0$0$0
David T Ormesher
President & CEO, partial year from April 15, 20156.00Yes (X)Yes (X)$0$0$0
Kenneth G Pigott
President & CEO, partial year to Feb 13, 20156.00Yes (X)Yes (X)$0$0$0
Lester Crown
Exec Cmte Chair1.00Yes (X)Yes (X)$0$0$0
James L Alexander
Vice-President3.00Yes (X)Yes (X)$0$0$0
Renee Fleming
Vice-President1.00Yes (X)Yes (X)$0$0$0
Sir Andrew Davis
Vice-President1.00Yes (X)Yes (X)$0$0$0
Shirley Welsh Ryan
Vice-President2.00Yes (X)Yes (X)$0$0$0
William C Vance
Vice-President1.00Yes (X)Yes (X)$0$0$0
Paul J Carbone
Treasurer3.00Yes (X)Yes (X)$0$0$0
Donna Van Eekeren
Secretary2.00Yes (X)Yes (X)$0$0$0
Anthony Freud
General Director40.00Yes (X)Yes (X)$619,686$0$53,980
Katherine A Abelson
Trustee1.00Yes (X)$0$0$0
MD Whitney Addington
Trustee1.00Yes (X)$0$0$0
John P Amboian
Trustee1.00Yes (X)$0$0$0
Paul F Anderson
Trustee1.00Yes (X)$0$0$0
Larry A Barden
Trustee1.00Yes (X)$0$0$0
Julie Baskes
Trustee2.00Yes (X)$0$0$0
Melvin Berlin
Trustee1.00Yes (X)$0$0$0
James N Bay Jr
Trustee1.00Yes (X)$0$0$0
Gilda Buchbinder
Trustee1.00Yes (X)$0$0$0
Allan E Bulley III
Trustee1.00Yes (X)$0$0$0
Marion A Cameron
Trustee2.00Yes (X)$0$0$0
David W Carpenter
Trustee1.00Yes (X)$0$0$0
Timothy L Christen
Trustee1.00Yes (X)$0$0$0
Richard W Colburn
Trustee1.00Yes (X)$0$0$0
Michael P Cole
Trustee1.00Yes (X)$0$0$0
Vinay Couto
Trustee1.00Yes (X)$0$0$0
John V Crowe
Trustee1.00Yes (X)$0$0$0
Marsha Cruzan
Trustee1.00Yes (X)$0$0$0
Derek DeCross
Trustee1.00Yes (X)$0$0$0
Ann Drake
Trustee1.00Yes (X)$0$0$0
John D Edelman
Trustee1.00Yes (X)$0$0$0
Stefan T Edlis
Trustee1.00Yes (X)$0$0$0
Sheri A Eichelberger
Trustee1.00Yes (X)$0$0$0
Lois Eisen
Trustee1.00Yes (X)$0$0$0
W James Farrell
Trustee1.00Yes (X)$0$0$0
Mark E Ferguson
Trustee1.00Yes (X)$0$0$0
Michael W Ferro Jr
Trustee1.00Yes (X)$0$0$0
Russell W Fisher
Trustee1.00Yes (X)$0$0$0
Sonia Florian
Trustee1.00Yes (X)$0$0$0
Ronald J Gidwitz
Trustee2.00Yes (X)$0$0$0
Ruth Ann M Gillis
Trustee2.00Yes (X)$0$0$0
Brent W Gledhill
Trustee2.00Yes (X)$0$0$0
Ethel C Gofen
Trustee1.00Yes (X)$0$0$0
Howard L Gottlieb
Trustee2.00Yes (X)$0$0$0
Avrum Gray
Trustee1.00Yes (X)$0$0$0
Melvin Gray
Trustee1.00Yes (X)$0$0$0
Dietrich M Gross
Trustee1.00Yes (X)$0$0$0
Maria C Green
Trustee1.00Yes (X)$0$0$0
Mary Pat Hay
Trustee1.00Yes (X)$0$0$0
Thomas C Heagy
Trustee1.00Yes (X)$0$0$0
Eric L Hirschfield
Trustee1.00Yes (X)$0$0$0
Carrie J Hightman
Trustee1.00Yes (X)$0$0$0
J Thomas Hurvis
Trustee2.00Yes (X)$0$0$0
Gregory K Jones
Trustee1.00Yes (X)$0$0$0
John W Jordan II
Trustee1.00Yes (X)$0$0$0
Nancy W Knowles
Trustee1.00Yes (X)$0$0$0
Josef Lakonishok
Trustee2.00Yes (X)$0$0$0
Richard A Levy
Trustee1.00Yes (X)$0$0$0
Robert A Livingston
Trustee1.00Yes (X)$0$0$0
James W Mabie
Trustee2.00Yes (X)$0$0$0
Craig C Martin
Trustee1.00Yes (X)$0$0$0
Maura Ann McBreen
Trustee2.00Yes (X)$0$0$0
Robert J McCullen
Trustee1.00Yes (X)$0$0$0
Blythe J McGarvie
Trustee1.00Yes (X)$0$0$0
Robert S Morrison
Trustee1.00Yes (X)$0$0$0
Andrew J McKenna
Trustee1.00Yes (X)$0$0$0
Frank B Modruson
Trustee2.00Yes (X)$0$0$0
Allan B Muchin
Trustee2.00Yes (X)$0$0$0
Linda K Myers
Trustee1.00Yes (X)$0$0$0
Jeffrey C Neal
Trustee1.00Yes (X)$0$0$0
Sylvia Neil
Trustee2.00Yes (X)$0$0$0
Ken R Norgan
Trustee1.00Yes (X)$0$0$0
Sharon F Oberlander
Trustee2.00Yes (X)$0$0$0
John W Oleniczak
Trustee2.00Yes (X)$0$0$0
Olufummilayo Olopade
Trustee1.00Yes (X)$0$0$0
William A Osborn
Trustee1.00Yes (X)$0$0$0
Matthew J Parr
Trustee1.00Yes (X)$0$0$0
Don M Randel
Trustee1.00Yes (X)$0$0$0
J Christopher Reyes
Trustee1.00Yes (X)$0$0$0
Thomas A Reynolds III
Trustee1.00Yes (X)$0$0$0
Collin E Roche
Trustee1.00Yes (X)$0$0$0
Ricardo Rosenkranz
Trustee1.00Yes (X)$0$0$0
Edward B Rouse
Trustee2.00Yes (X)$0$0$0
Joseph O Rubinelli Jr
Trustee1.00Yes (X)$0$0$0
John F Sandner
Trustee1.00Yes (X)$0$0$0
Claudia M Saran
Trustee1.00Yes (X)$0$0$0
Rodd M Schrieber
Trustee1.00Yes (X)$0$0$0
Jana R Schreuder
Trustee1.00Yes (X)$0$0$0
Marsha Serlin
Trustee2.00Yes (X)$0$0$0
Brenda M Shapiro
Trustee2.00Yes (X)$0$0$0
Eric S Smith
Trustee2.00Yes (X)$0$0$0
Pam Szokol
Trustee1.00Yes (X)$0$0$0
Mark A Thierer
Trustee1.00Yes (X)$0$0$0
Miles D White
Trustee1.00Yes (X)$0$0$0
Cheryl T Thomas
Trustee1.00Yes (X)$0$0$0
Mark A Wagner
Trustee1.00Yes (X)$0$0$0
Roberta L Washlow
Trustee1.00Yes (X)$0$0$0
Anne N Reyes
Trustee1.00Yes (X)$0$0$0
Franco Tedeschi
Trustee1.00Yes (X)$0$0$0
Rick Fezell
Trustee1.00Yes (X)$0$0$0
Alexandra Dousmanis-Curtis
Trustee1.00Yes (X)$0$0$0
Jane DiRenzo Pigott
Trustee1.00Yes (X)$0$0$0
Sarah Billinghurst Solomon
Trustee1.00Yes (X)$0$0$0
Kip Kelley II
Trustee1.00Yes (X)$0$0$0
Mary L Selander
Asst Secretary40.00Yes (X)$382,221$0$42,658
Drew Landmesser
Deputy General Director40.00Yes (X)$335,721$0$56,067
Roberta Lane
Asst Treasurer, partial year from June 30, 201540.00Yes (X)$0$0$0
R Brent Fisher
Asst Treasurer, partial year to June 30, 201540.00Yes (X)$203,472$0$53,577
Lisa Middleton
Director of Marketing40.00$198,057$0$32,538Yes (X)
Jr William Reilly
Master Carpenter40.00$223,043$0$63,959Yes (X)
Michael C Reynolds
Master Electrician40.00$223,516$0$63,571Yes (X)
Paul Christopher
Head A/V Technician40.00$195,290$0$55,574Yes (X)
Michael Barker
Head Flyman40.00$202,080$0$57,360Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,583,086TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$479,284TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K88IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ALLIED LIVE LLC
55 Cambridge Parkway Suite 200CambridgeMA02142ADVERTISING AGENCY$1,117,857
CALIHAN CATERING
833 W HAINESCHICAGOIL60622CATERING$989,732
SIRAD INC
215 W WASHINGTON STCHICAGOIL60606CONDUCTOR/MUSIC DIR$875,159
JEWELL EVENTS CATERING
424 N WOOD STCHICAGOIL60022CATERING$746,803
IMG Artists LLC
152 West 57th Street 5th FloorNew YorkNY10019CREATIVE TALENT AGENCY$617,959
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$6,805,898FundraisingAmt
Government Grants$260,431GovernmentGrantsAmt
All Other Contributions$47,130,686AllOtherContributionsAmt
Noncash Contributions$4,285,934NoncashContributionsAmt
Total Contributions$54,197,015TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Ticket Sales711190$25,880,310$25,880,310
Ticket Hndlg/Exchg Fees711190$462,072$462,072
Tour Income711190$214,229$214,229
Production Rentals/Co-production Income711190$218,715$218,715
Sale of Costumes711190$130,896$130,896

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,562TotalRevenueColumnAmt
Related Or Exempt Func Income$145,562RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$27,051,784TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,329,203TotalRevenueColumnAmt
Unrelated Business Revenue$383,192UnrelatedBusinessRevenueAmt
Exclusion$1,946,011ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$48,225,112SecuritiesAmt
Other$1,200OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$47,706,639SecuritiesAmt
Other$42,783OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$518,473SecuritiesAmt
Other-$41,583OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$476,890TotalRevenueColumnAmt
Related Or Exempt Func Income-$41,583RelatedOrExemptFuncIncomeAmt
Exclusion$518,473ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,698,475FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,805,898ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,720,475FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,022,000TotalRevenueColumnAmt
Exclusion-$1,022,000ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt
Gross Sales Of Inventory$1,026,343GrossSalesOfInventoryAmt
Cost Of Goods Sold$182,228CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$844,115TotalRevenueColumnAmt
Related Or Exempt Func Income$2,126RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$61,403UnrelatedBusinessRevenueAmt
Exclusion$780,586ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Dining Spaces900099$885,907$885,907
Facilities Events Fees900099$78,606$78,606
Party Reception Income900099$489,802$128,059$361,743

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,617TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$38,360UnrelatedBusinessRevenueAmt
Exclusion$56,257ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,548,932OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,425,939TotalRevenueColumnAmt
Related Or Exempt Func Income$27,090,933RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$844,698UnrelatedBusinessRevenueAmt
Exclusion$3,293,293ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$995,789TotalAmt
Program Services$995,789ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,805,016TotalAmt
Program Services$397,617ProgramServicesAmt
Management And General$613,962ManagementAndGeneralAmt
Fundraising$793,437FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$34,744,658TotalAmt
Program Services$30,069,368ProgramServicesAmt
Management And General$2,802,706ManagementAndGeneralAmt
Fundraising$1,872,584FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,440,244TotalAmt
Program Services$3,102,212ProgramServicesAmt
Management And General$214,210ManagementAndGeneralAmt
Fundraising$123,822FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,702,834TotalAmt
Program Services$3,336,386ProgramServicesAmt
Management And General$199,370ManagementAndGeneralAmt
Fundraising$167,078FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,820,417TotalAmt
Program Services$2,420,005ProgramServicesAmt
Management And General$237,192ManagementAndGeneralAmt
Fundraising$163,220FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$83,975TotalAmt
Program Services$65,353ProgramServicesAmt
Management And General$18,622ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,300TotalAmt
Management And General$57,300ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$289,611TotalAmt
Fundraising$289,611FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,060,110TotalAmt
Management And General$1,051,675ManagementAndGeneralAmt
Fundraising$8,435FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,923,316TotalAmt
Program Services$8,478,264ProgramServicesAmt
Management And General$410,769ManagementAndGeneralAmt
Fundraising$34,283FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,857,938TotalAmt
Program Services$2,750,363ProgramServicesAmt
Management And General$12,196ManagementAndGeneralAmt
Fundraising$95,379FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,685,434TotalAmt
Program Services$1,182,648ProgramServicesAmt
Management And General$232,128ManagementAndGeneralAmt
Fundraising$270,658FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$566,992TotalAmt
Program Services$61,983ProgramServicesAmt
Management And General$505,009ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$979,262TotalAmt
Program Services$979,262ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,869,009TotalAmt
Program Services$1,620,969ProgramServicesAmt
Management And General$174,917ManagementAndGeneralAmt
Fundraising$73,123FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$954,817TotalAmt
Program Services$698,972ProgramServicesAmt
Management And General$152,729ManagementAndGeneralAmt
Fundraising$103,116FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$46,082TotalAmt
Program Services$6,008ProgramServicesAmt
Management And General$6,484ManagementAndGeneralAmt
Fundraising$33,590FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,071,001TotalAmt
Program Services$2,024,324ProgramServicesAmt
Management And General$35,118ManagementAndGeneralAmt
Fundraising$11,559FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,509,011TotalAmt
Program Services$3,404,643ProgramServicesAmt
Management And General$104,368ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$603,381TotalAmt
Program Services$407,167ProgramServicesAmt
Management And General$194,649ManagementAndGeneralAmt
Fundraising$1,565FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other - Production Costs$4,057,582$4,057,582
Other - Purchases/Rentals$350,695$311,968$5,533$33,194
Other - Charge Card Fees$550,754$469,741$83$80,930
Other - Catering$1,142,835$471,073$47,669$624,093

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$998,569TotalAmt
Program Services$429,179ProgramServicesAmt
Management And General$131,219ManagementAndGeneralAmt
Fundraising$438,171FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$80,166,632TotalAmt
Program Services$67,740,876ProgramServicesAmt
Management And General$7,207,908ManagementAndGeneralAmt
Fundraising$5,217,848FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$702,796BOYAmt
EOY$798,010EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$576,320BOYAmt
EOY$3,457,150EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$59,360,273BOYAmt
EOY$73,913,969EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,133,021BOYAmt
EOY$1,008,865EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,172BOYAmt
EOY$16,448EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,926,127BOYAmt
EOY$4,889,806EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$105,810,384LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$57,869,746LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,882,230BOYAmt
EOY$47,940,638EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$84,931,931BOYAmt
EOY$75,622,826EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$123,208,925BOYAmt
EOY$122,424,881EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$42,000BOYAmt
EOY$41,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$321,775,795BOYAmt
EOY$330,113,593EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,455,325BOYAmt
EOY$7,704,129EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,737,636BOYAmt
EOY$13,157,034EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,700,000BOYAmt
EOY$65,700,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$159,532EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,191,215BOYAmt
EOY$10,955,947EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,084,176BOYAmt
EOY$97,676,642EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$107,952,506BOYAmt
EOY$102,772,337EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,402,195BOYAmt
EOY$104,089,835EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,336,918BOYAmt
EOY$25,574,779EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$224,691,619BOYAmt
EOY$232,436,951EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$321,775,795BOYAmt
EOY$330,113,593EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,259,307ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,616,491NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$130,466OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,818,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,898,109CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,901,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,895,389CurrentTaxYearMinus1YearAmt
Current Tax Year$54,197,015CurrentTaxYearAmt
Total$183,711,218TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,818,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,898,109CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,901,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,895,389CurrentTaxYearMinus1YearAmt
Current Tax Year$54,197,015CurrentTaxYearAmt
Total$183,711,218TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,888,829SubstantialContributorsTotAmt
Public Support Total170$176,822,389PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,330,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,393,307CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,961CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,304,895CurrentTaxYearMinus1YearAmt
Current Tax Year$2,074,070CurrentTaxYearAmt
Total$9,626,399TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,152,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,622,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$560,121CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,170,265CurrentTaxYearMinus1YearAmt
Current Tax Year$4,593,352CurrentTaxYearAmt
Total$15,098,879TotalAmt
FieldValueIRS element (for citing)
Total Support$208,436,496TotalSupportAmt
Gross Receipts Rltd Activities$111,074,442GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8483PublicSupportCY170Pct
Public Support PY1700.8085PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II Support ScheduleIn 2013 Lyric Opera changed its fiscal year end from April 30 to June 30. The Support Schedule periods for Part II are: 2011 (5/1/10-4/30/12), 2012 (5/1/12-4/30/13), 2012 (5/1/13-6/30/13, short year), 2013 (7/1/13-6/30/14). and 2014 (7/1/14-6/30/15).
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 2022326.0, COLUMN B - 921545.0, COLUMN C - 245217.0, COLUMN D - 1075797.0, COLUMN E - 2698475.0, COLUMN F - 6963360.0; DESCRIPTION - GAMING EVENTS, COLUMN A - 24447.0, COLUMN B - 23600.0, COLUMN C - , COLUMN D - 17400.0, COLUMN E - 0.0, COLUMN F - 65447.0; DESCRIPTION - INVENTORY SALES, COLUMN A - 1186246.0, COLUMN B - 622905.0, COLUMN C - 187112.0, COLUMN D - 946674.0, COLUMN E - 952713.0, COLUMN F - 3895650.0; DESCRIPTION - DINING SPACES, COLUMN A - 437754.0, COLUMN B - 858644.0, COLUMN C - 81172.0, COLUMN D - 1001275.0, COLUMN E - 885907.0, COLUMN F - 3264752.0; DESCRIPTION - OTHER, COLUMN A - 482027.0, COLUMN B - 195647.0, COLUMN C - 46620.0, COLUMN D - 129119.0, COLUMN E - 56257.0, COLUMN F - 909670.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$0BeginningBalanceAmt
Additions During Year$51,277AdditionsDuringYearAmt
Distributions During Year$51,277DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,589,868BeginningYearBalanceAmt
Contributions$237,861ContributionsAmt
Investment Earnings Or Losses$1,437,419InvestmentEarningsOrLossesAmt
Other Expenditures$1,843,533OtherExpendituresAmt
Administrative Expenses$243,228AdministrativeExpensesAmt
End Year Balance$49,178,387EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,529,952BeginningYearBalanceAmt
Contributions$717,107ContributionsAmt
Investment Earnings Or Losses$7,494,297InvestmentEarningsOrLossesAmt
Other Expenditures$1,896,590OtherExpendituresAmt
Administrative Expenses$254,898AdministrativeExpensesAmt
End Year Balance$49,589,868EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,338,710BeginningYearBalanceAmt
Contributions$1,896,279ContributionsAmt
Investment Earnings Or Losses-$316,688InvestmentEarningsOrLossesAmt
Other Expenditures$352,893OtherExpendituresAmt
Administrative Expenses$35,456AdministrativeExpensesAmt
End Year Balance$43,529,952EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,896,727BeginningYearBalanceAmt
Contributions$10,000ContributionsAmt
Investment Earnings Or Losses$4,707,217InvestmentEarningsOrLossesAmt
Other Expenditures$2,076,056OtherExpendituresAmt
Administrative Expenses$199,178AdministrativeExpensesAmt
End Year Balance$42,338,710EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,428,058BeginningYearBalanceAmt
Contributions$22,511ContributionsAmt
Investment Earnings Or Losses-$655,904InvestmentEarningsOrLossesAmt
Other Expenditures$1,775,870OtherExpendituresAmt
Administrative Expenses$122,068AdministrativeExpensesAmt
End Year Balance$39,896,727EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.48TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$696,577OtherCostOrOtherBasisAmt
Book Value$696,577BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$89,661,783OtherCostOrOtherBasisAmt
Depreciation$50,373,600DepreciationAmt
Book Value$39,288,183BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,104,404OtherCostOrOtherBasisAmt
Depreciation$6,007,077DepreciationAmt
Book Value$7,097,327BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,347,620OtherCostOrOtherBasisAmt
Depreciation$1,489,069DepreciationAmt
Book Value$858,551BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$47,940,638TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedged Equities- Non-Publicly$25,230,506F
Absolute Return- Non-Publicly Trad$36,889,525F
Equities- Non-Publicly Traded$41,945,437F
Real Assets- Non-Publicly Traded$13,864,444F
Assets Held in Trust$4,494,969F
FieldValueIRS element (for citing)
Total Book Value Securities$122,424,881TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Annuities Payable$934,632
Interest Rate Swap Contract$10,021,315
FieldValueIRS element (for citing)
Total Liability$10,955,947TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangementLyric Opera acts as custodian of all assets and paymaster for payments for the Ryan Opera Center, to facilitate better controls and cost effectiveness.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe Opera's endowment is comprised of donor-restricted endowment funds. Related net assets are classified and reported based on the existence or absence of donor-imposed restrictions. The Opera's Board of Directors has approved a spending policy which allows for the transfer of 5% of the trailing twelve quarter balance of the managed portfolio at December 31 of the previous fiscal year, including endowment balances, to be used to support operations and fund debt service. The spending rate approximates the returns objective of the fund allowing for the preservation of purchasing power and growth of the managed portfolio through investment returns in excess of the objective and new gifts.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Opera is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. The Opera has concluded there were no material uncertain tax positions nor does the Opera expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Opera would recognize interest and penalties related to unrecognized tax positions in interest and income tax expense, respectively. However, the Opera has no amounts accrued for interest or penalties as of June 30, 2015 and 2014. There are no on-going federal, state or local tax audits, however, the Opera's tax returns for 2012 and subsequent years remain open to examination.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Program ServicesARTISTIC/PRODUCTION COSTS$4,136,304
North America (Canada & Mexico only)Program ServicesARTISTIC/PRODUCTION COSTS$232,362
East Asia and the PacificProgram ServicesARTISTIC/PRODUCTION COSTS$91,036
Russia and Neighboring StatesProgram ServicesARTISTIC/PRODUCTION COSTS$139,884
Central America and the CaribbeanInvestmentsNA$56,587,282
East Asia and the Pacific,Management & General - misc.NA$160
North America (Canada & Mexico only),Program ServicesMarketing consulting$236,169
Europe (Including Iceland and Greenland)FundraisingNA$207,136
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$61,630,333SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$61,630,333TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3FormAndLineReferenceDesc
ExplanationTO ENCOURAGE BOARD AND SPONSORSHIP DEVELOPMENT, LYRIC OPERA SPONSORS AN ANNUAL EVENT FOR CERTAIN BOARD MEMBERS TO PARTICIPATE IN OPERATIC AND CULTURAL EVENTS IN A FOREIGN LOCALE. EXPENSES FOR LODGING, MEALS, AND EVENTS ARE PAID BY LYRIC AND REIMBURSED BY THE ATTENDING BOARD MEMBERS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Artsmarketing Services IncBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1260 King St EAddressLine1Txt
Address Line2Suite 500AddressLine2Txt
CityTorontoCityNm
Province Or StateOntarioProvinceOrStateNm
CountryCACountryCd
Foreign PostalM5A 4L5ForeignPostalCd
FieldValueIRS element (for citing)
ActivityTelemarketingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$162,515GrossReceiptsAmt
Retained By Contractor$289,611RetainedByContractorAmt
Net To Organization-$127,096NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$162,515TotalGrossReceiptsAmt
Total Retained By Contractors$289,611TotalRetainedByContractorsAmt
Total Net To Organization-$127,096TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event160th Anniversary GalaEvent1Nm
Gross Receipts Event1$3,562,408GrossReceiptsEvent1Amt
Charitable Contri Event1$3,424,356CharitableContriEvent1Amt
Gross Revenue Event1$138,052GrossRevenueEvent1Amt
Rent Facility Costs Event1$75,259RentFacilityCostsEvent1Amt
Food And Beverage Event1$167,253FoodAndBeverageEvent1Amt
Entertainment Event1$29,508EntertainmentEvent1Amt
Other Direct Expenses Event1$329,530OtherDirectExpensesEvent1Amt
Event2Wine AuctionEvent2Nm
Gross Receipts Event2$3,467,327GrossReceiptsEvent2Amt
Charitable Contri Event2$2,006,179CharitableContriEvent2Amt
Gross Revenue Event2$1,461,148GrossRevenueEvent2Amt
Rent Facility Costs Event2$103,457RentFacilityCostsEvent2Amt
Food And Beverage Event2$184,506FoodAndBeverageEvent2Amt
Entertainment Event2$1,209EntertainmentEvent2Amt
Other Direct Expenses Event2$869,315OtherDirectExpensesEvent2Amt
Other Events Total10OtherEventsTotalCnt
Gross Receipts Other Events$2,474,638GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$1,375,363CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,099,275GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$50,749RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$307,601FoodAndBeverageOtherEventsAmt
Entertainment Other Events$37,611EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$1,564,477OthDirectExpnssOtherEventsAmt
Gross Receipts Total$9,504,373GrossReceiptsTotalAmt
Charitable Contributions Tot$6,805,898CharitableContributionsTotAmt
Gross Revenue Total Events$2,698,475GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$229,465RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$659,360FoodAndBeverageTotalEventsAmt
Entertainment Total Events$68,328EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,763,322OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,720,475DirectExpenseSummaryEventsAmt
Net Income Summary-$1,022,000NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part II Line 11 Net IncomePart II: The mechanics of Schedule G require that we remove charitable contributions collected at the special event, in order to determine income or loss on events. $6.8 million of charitable contributions were collected (Schedule G, Part II, line 2) for a true net income of $5.8 million collected at these events.
Schedule G, Part I, Line 2b Column (iv), line 1Not included in the revenue total are nearly $1.8 million in confirmed planned gifts generated by the calling campaign. These gifts are not recognized as revenue in accordance with generally accepted accounting principles. Also, additional prospects have been identified through the calling campaign.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Patrick G & Shirley W Ryan Opera CenterBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 N Wacker DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Recipient EIN362796630RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$995,789CashGrantAmt
Purpose Of Grantopera schoolPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant FundsAll Ryan Opera Center expenses are paid through Lyric Opera of Chicago. Procedures are in place to monitor expenses to ensure they are used for purposes consistent with Lyric's mission.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.All Ryan Opera Center expenses are paid through Lyric Opera of Chicago. Procedures are in place to monitor expenses to ensure they are used for purposes consistent with Lyric's mission.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony Freud
General Director$575,217$0$0$0$44,469$0$34,889$0$19,091$0$673,666$0$0$0
Mary L Selander
Asst Secretary$343,258$0$0$0$38,963$0$39,135$0$3,523$0$424,879$0$0$0
Drew Landmesser
Deputy General Director$281,255$0$0$0$54,466$0$44,200$0$11,867$0$391,788$0$0$0
R Brent Fisher
Asst Treasurer, partial year to June 30, 2015$189,903$0$0$0$13,569$0$44,325$0$9,252$0$257,049$0$0$0
Lisa Middleton
Director of Marketing$198,057$0$0$0$0$0$13,703$0$18,835$0$230,595$0$0$0
Jr William Reilly
Master Carpenter$223,043$0$0$0$0$0$42,986$0$20,973$0$287,002$0$0$0
Michael C Reynolds
Master Electrician$223,516$0$0$0$0$0$42,684$0$20,887$0$287,087$0$0$0
Paul Christopher
Head A/V Technician$195,290$0$0$0$0$0$37,284$0$18,290$0$250,864$0$0$0
Michael Barker
Head Flyman$202,080$0$0$0$0$0$38,575$0$18,785$0$259,440$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsTo encourage Board and Sponsorship development, Lyric Opera sponsors an annual event for certain board members and their significant others to participate in operatic and cultural events in a foreign locale. Both the General Director and the Director of Development, along with their spouses, attend and are an integral daily part of this event. None of the costs are taxed to the employees, as the trip is for bona fide business purposes for Lyric Opera.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesIn accordance with the terms of his contract when hired, Lyric Opera reimburses Mr. Freud for his health club dues, which are a taxable benefit.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe following members of management were participants in the a Section 457 Management Deferred Compensation Plan and received company paid contributions in 2014, as follows: Anthony Freud - $17,500 Drew Landmesser - $17,500 Mary L Selander - $17,500 R. Brent Fisher - $13,569

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Illinois Finance AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIPnoneavailCUSIPNum
Bond Issued2008-08-18BondIssuedDt
Issue Price$3,500,000IssuePriceAmt
PurposePurchase, construct & equip adPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$3,500,000TotalProceedsAmt
Capitalized Interest$6,382CapitalizedInterestAmt
Issuance Costs From Proceeds$70,000IssuanceCostsFromProceedsAmt
Capital Expenditures$3,423,618CapitalExpendituresAmt
Substantial Completion2009SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Concerning UBI0.0001PrivateBusConcerningUBIPct
Total Private Business Use0.0001TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part IV, Line 2b Rebate ExceptionFormAndLineReferenceDesc
ExplanationLyric Opera met the 18 month spending exception.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
A DAVIS-MUSIC DIRCONDUCT
TRUSTEE$883,250CONTRACTED CONSULTANTfalse
R FLEMING-CONSULTSINGER
TRUSTEE$179,985CONTRACTED CONSULTANTfalse
R COLBURN- TRUSTEE WTTW
TRUSTEE$208,848WTTW-NORMAL COURSE OFfalse
J SCHREUDER-COONORTHERN
TRUSTEE$317,460NORTHERNTR-NORM COURSEfalse
E SMITH-MG DIR CHASE INVST
TRUSTEE$232,533CHASE-NORMAL COURSE OFfalse

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution102ContributionCnt
Noncash Contributions Rpt F990$3,733,020NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Auction Items156$545,068Other
Yes (X)Opera musical scores3$706Other
Yes (X)Operathon premiums37$7,140Other
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded: stock donations received Other: contributions Other: contributions Other: contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 1a NUMBER REPORTED IN BOX 3 OF FORM 1096LYRIC OPERA PROVIDES ADMINISTRATIVE SERVICES AND MAINTAINS THE BOOKS AND RECORDS OF THE RYAN OPERA CENTER. ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, FOR BOTH LYRIC OPERA AND THE RYAN OPERA CENTER ARE PAID THROUGH LYRIC OPERA OF CHICAGO.
Form 990, Part VI, Line 15a Process used to establish compensation of top management officialTHE PROCESS OF DETERMINING COMPENSATION OF THE ORGANIZATION'S GENERAL DIRECTOR INCLUDED THE FOLLOWING: THE GENERAL DIRECTOR WAS HIRED IN APRIL 2011 WITH A 5 YEAR CONTRACT, THROUGH JUNE 30, 2016. THE COMPENSATION COMMITTEE, COMPRISED OF TEN MEMBERS OF THE BOARD OF DIRECTORS WHO ARE DEEMED INDEPENDENT, WAS CHARGED UNDER THEIR CHARTER WITH THE RESPONSIBILITY TO REVIEW AND ESTABLISH OBJECTIVES RELEVANT TO THE GENERAL DIRECTORS' COMPENSATION, EVALUATE THE GENERAL DIRECTOR'S PERFORMANCE IN LIGHT OF THOSE OBJECTIVES, AND RECOMMEND TO THE EXECUTIVE COMMITTEE THE GENERAL DIRECTOR'S COMPENSATION LEVEL BASED ON THIS EVALUATION.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJOHN P. AMBOIAN, LESTER CROWN, MICHAEL W. FERRO, JR., RICHARD P. KIPHART, ANDREW J. MCKENNA AND J. CHRISTOPHER REYES - Business relationship, MICHAEL P. COLE AND COLLIN E. ROCHE - Business relationship, LESTER CROWN, W. JAMES FARRELL, MICHAEL W. FERRO AND MILES D. WHITE - Business relationship, LESTER CROWN AND RUTH ANN M. GILLIS - Business relationship, LESTER CROWN AND WILLIAM A. OSBORN - Business relationship, LESTER CROWN AND ERIC S. SMITH - Business relationship, MARSHA CRUZAN, RONALD J. GIDWITZ AND RUTH ANN M. GILLIS - Business relationship, MARSHA CRUZAN, RUTH ANN M. GILLIS AND MARSHA SERLIN - Business relationship, W. JAMES FARRELL, RONALD J. GIDWITZ, ANDREW J. MCKENNA, ROBERT S. MORRISON, WILLIAM A. OSBORN, J. CHRISTOPHER REYES, JOHN F. SANDNER AND MILES D. WHITE - Business relationship, W. JAMES FARRELL AND ROBERT S. MORRISON - Business relationship, W. JAMES FARRELL, WILLIAM A. OSBORN AND MILES D. WHITE - Business relationship, MICHAEL W. FERRO, JR. AND J. CHRISTOPHER REYES - Business relationship, BRENT W. GLEDHILL, RICHARD P. KIPHART AND JAMES W. MABIE - Business relationship, JOHN W. JORDAN, II, J. CHRISTOPHER REYES AND SHIRLEY WELSH RYAN - Business relationship, ANDREW J. MCKENNA, J. CHRISTOPHER REYES, SHIRLEY WELSH RYAN AND JOHN F. SANDNER - Business relationship, ANDREW J. MCKENNA AND MILES D. WHITE - Business relationship, WILLIAM A. OSBORN AND J. CHRISTOPHER REYES - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersEach person, firm or corporation donating $500 or more to the Corporation in any 10-month period from July 1 of any calendar year through April 30 of the following calendar year shall become a Member for the 12-month period beginning on the May 1 immediately following the end of such 10-month period and ending on the following April 30. Each person, firm or corporation donating $500 or more to the Corporation in any 2-month period from May 1 of any calendar year through June 30 of the same calendar year shall become a Member for the 12-month period beginning on the July 1 immediately following the end of such 2-month period and ending on the following June 30. The General Director or Executive Committee shall designate each Member as Aria, Platinum, Grand, Golden Grand, Silver Grand, Premier Benefactor, Bravo Circle, Impresario, Friend, Sustainer or such other designation as the General Director or Executive Committee shall determine based upon amount of contribution. The General Director or Executive Committee shall set and increase or decrease, from time to time, the respective amounts required for each designation. The various designations shall not affect the voting and other legal rights of Members under the Illinois General Not For Profit Corporation Act of 1986.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyEach Member shall be entitled to one vote at each Annual Meeting for the election of Directors and on such other matters as are submitted to a vote of the Members. Each Member shall have the right to vote in person, by proxy or by e-mail or other electronic means for as many persons as there are Directors to be elected. No cumulative voting shall be permitted.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Lyric Opera of Chicago Form 990 and Schedules are prepared and reviewed by Lyric staff. A review is then performed by our Tax Advisor. The Tax Advisor oversees the discussion and review of the Form 990 with members of the Lyric Opera Audit Committee, along with appropriate Lyric staff. The entire Form 990 and Form 990-T package is sent along with a summary memo, via e-mail, to all Members of the Lyric Opera of Chicago Audit Committee prior to filing electronically with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyLyric Opera maintains a Conflict of Interest Policy which applies to all Directors, officers of auxiliary organizations authorized by the Opera, as well as senior management and other designated members of the staff. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire which identifies a business or financial interest of that person which is planning to engage in a business transaction with the Opera, or has engaged in a business transaction with the Opera during the preceding year. The Policy forbids such individuals from voting on or using their personal influence in connection with such transactions. In the event the Opera does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members must be independent per the terms of its charter. The Opera requires each full-time non-union employee to conduct themselves in accordance with the Code of Business Conduct and Ethics, approved by the Opera's Board of Directors, and to sign an annual statement acknowledging their understanding of this Code.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe process of determining compensation of other officers or key employees (anyone earning more than $150,000) included the following: 1) The Compensation Committee, made up of ten independent board members, reviewed the fiscal 2015 compensation arrangements on May 13, 2014. This process is done annually. 2) Comparability data included benchmark comparisons from peer industry organizations based on size of revenue and operating budget as well as scope of management responsibility. Compensation surveys sponsored by professional/trade organizations were also reviewed. 3) Recommendations, as well as any deliberation, were documented in the Compensation Committee minutes. A report to the Board with respect to compensation recommendation was reflected in the Board meeting minutes.
Form 990, Part VI, Line 19 Required documents available to the publicLyric Opera of Chicago posts audited financial statements on its website. Governing documents and conflicts of interest policy are not required disclosures pursuant to IRC Sec. 6104. These documents are not available to the public at this time.
Form 990, Part VIII, Line 2f Other Program Service RevenueEducational Activities - Total Revenue: 57222, Related or Exempt Function Revenue: 57222, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Miscellaneous - Total Revenue: 88340, Related or Exempt Function Revenue: 88340, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAdvertising Income - Total Revenue: 36000, Related or Exempt Function Revenue: , Unrelated Business Revenue: 36000, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Space Rental - Total Revenue: 2360, Related or Exempt Function Revenue: , Unrelated Business Revenue: 2360, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Coat Check Revenue - Total Revenue: 29546, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 29546; Prior Year Adjustments - Total Revenue: 26711, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 26711;
Form 990, Part IX, Line 11g Other FeesArtists/Singers - Total Expense: 4875735, Program Service Expense: 4875735, Management and General Expenses: , Fundraising Expenses: ; Artistic Consultants - Total Expense: 1103339, Program Service Expense: 1103339, Management and General Expenses: , Fundraising Expenses: ; Choreographers - Total Expense: 107514, Program Service Expense: 107514, Management and General Expenses: , Fundraising Expenses: ; Conductors - Total Expense: 1016500, Program Service Expense: 1016500, Management and General Expenses: , Fundraising Expenses: ; Consultants - Total Expense: 309646, Program Service Expense: 44717, Management and General Expenses: 264929, Fundraising Expenses: ; Stage Directors - Total Expense: 452674, Program Service Expense: 452674, Management and General Expenses: , Fundraising Expenses: ; Graphic Designers - Total Expense: 116128, Program Service Expense: 79995, Management and General Expenses: 1850, Fundraising Expenses: 34283; Payroll Processing Fees - Total Expense: 38823, Program Service Expense: , Management and General Expenses: 38823, Fundraising Expenses: ; Production Designers - Total Expense: 589549, Program Service Expense: 589549, Management and General Expenses: , Fundraising Expenses: ; Search Fees - Total Expense: 105167, Program Service Expense: , Management and General Expenses: 105167, Fundraising Expenses: ; Speaker Fees - Total Expense: 16450, Program Service Expense: 16450, Management and General Expenses: , Fundraising Expenses: ; Surtitle Commisssions - Total Expense: 22900, Program Service Expense: 22900, Management and General Expenses: , Fundraising Expenses: ; Music Commissions - Total Expense: 73000, Program Service Expense: 73000, Management and General Expenses: , Fundraising Expenses: ; Telemarketing Fees - Total Expense: 95891, Program Service Expense: 95891, Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in Severance Plans' Valuation - 556608; Unrealized Loss - Interest Rate Swap Contract - -738351; Ryan Opera Center Support from consolidated statements - 51277;

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.