2016-07-14T13:41:46-05:00 2015-08-31 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2014-09-01 750945915 FORT WORTH OPERA ASSOCIATION INC FORT 8177310833 505 PECAN STREET NO 100 FORT WORTH TX 76102 DARREN WOODS GENERAL DIRECTOR 8177310833 2016-07-14 1 ALISON WILLIAMS P00509585 8173322301 2014 2016-09-27 15:27:22Z DARREN WOODS 505 PECAN STREET SUITE 100 FORT WORTH TX 76102 4941621 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. 28 28 174 100 0 0 4065511 3416293 902915 663845 35639 32534 13551 60854 5017616 4173526 0 0 0 0 1655772 1628003 0 0 495907 3401024 2557980 5056796 4185983 -39180 -12457 1741279 1680358 637890 585216 1103389 1095142 TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. 0 0 3060946 581929 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 2015 FESTIVAL FEATURED TWO DIFFERENT PRODUCTIONS AT BASS PERFORMANCE HALL, WITH ONE PRODUCTION AT A SECONDARY THEATRE, THE SCOTT THEATER. THE 2015 FESTIVAL FEATURED PERFORMANCES OF "LA TRAVIATA AND "HAMLET", ALL AT BASS PERFORMANCE HALL WITH A TOTAL OF FIVE PERFORMANCES. SIX PERFORMANCES OF "DOG DAYS" WERE PERFORMED AT THE SCOTT THEATER. 91717 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. 29775 90386 CHILDREN'S OPERA THEATRE, IN EXISTENCE FOR OVER THIRTY YEARS, IS THE ONLY TOURING OPERA EDUCATION PROGRAM IN THE STATE OF TEXAS, REACHING OVER 40,000 STUDENTS EACH YEAR IN THE DALLAS-FORT WORTH METROPLEX, AS WELL AS AUSTIN, WACO, AND COMMUNITIES IN THE PANHANDLE OF TEXAS. PRODUCTIONS FOR THE 2014-2015 SCHOOL YEAR USED FAMILIAR STORIES PAIRED WITH WELL-KNOWN OPERAS TO BOTH ENTERTAIN AND EDUCATE CHILDREN INCLUDING "THE UGLY DUCKLING AND "THE THREE LITTLE PIGS." 3182438 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 158 0 1 174 1 0 0 0 0 0 1 1 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X X X RYAN STANLEY 8177310833 505 PECAN STREET FORT WORTH TX 76102 DR MAXWELL C SCARLETT BOARD MEMBER 1.00 X 0 0 0 DR NELSON E CLAYTOR BOARD MEMBER 1.00 X 0 0 0 DR ROBERT S CAPPER BOARD MEMBER 1.00 X 0 0 0 G ROBERT STEPHENSON MD BOARD MEMBER 1.00 X 0 0 0 MR ALFRED SAENZ PRESIDENT - ELECT 1.00 X X 0 0 0 MR BERNARD S APPEL BOARD MEMBER 1.00 X 0 0 0 MR DAVID BUCHER BOARD MEMBER 1.00 X 0 0 0 MR F ROBERT BALL BOARD MEMBER 1.00 X 0 0 0 MR G WHITNEY SMITH BOARD MEMBER 1.00 X 0 0 0 MR H L NELSON BOARD MEMBER 1.00 X 0 0 0 MR JACK N HUFF BOARD MEMBER 1.00 X 0 0 0 MR JOHN O SUTTON JR PRESIDENT 1.00 X X 0 0 0 MR JOSEPH LESLEY BOARD MEMBER 1.00 X 0 0 0 MR KENNY FISCHER TREASURER 1.00 X X 0 0 0 MR KEVIN D KAUFMAN BOARD MEMBER 1.00 X 0 0 0 MR LEE B FREESE BOARD MEMBER 1.00 X 0 0 0 MR PATRICK MCCLANAHAN BOARD MEMBER 1.00 X 0 0 0 MR SCOTT W GREEN BOARD MEMBER 1.00 X 0 0 0 MRS ANNE T BASS BOARD MEMBER 1.00 X 0 0 0 MRS JILL FISCHER CHAIRMAN EMERITUS 1.00 X X 0 0 0 MRS JO ANN PATTON SECRETARY 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 MRS KRISTEN LINDSAY BOARD MEMBER 1.00 X 0 0 0 MRS LOUISE B CARVEY BOARD MEMBER 1.00 X 0 0 0 MRS RITA V O'FARRELL BOARD MEMBER 1.00 X 0 0 0 MS RHONDA KRASSELT BOARD MEMBER 1.00 X 0 0 0 NATALIE G BRAND MURRAY MD CHAIRMAN 1.00 X X 0 0 0 DARREN WOODS GENERAL DIRECTOR 40.00 X 179951 0 16093 RYAN STANLEY FINANCE DIRECTOR 40.00 X 76441 0 8152 256392 0 24245 1 0 1 0 FORT WORTH SYMPHONY ORCHESTRA 330 EAST 4TH FORT WORTH TX 76102 CONTRACTED MUSICIANS FOR PRODUCTIONS 304156 PERFORMING ARTS FORT WORTH 525 COMMERCE ST FORT WORTH TX 76102 THEATRE AND EQUIPMENT RENTAL 277228 HAWTHORN SUITES 1701 S UNIVERSITY DR FORT WORTH TX 76107 ARTISTS' LODGING DURING FESTIVAL SEASON 180135 MATCHBOX STUDIO INC 3013 CANTON ST DALLAS TX 75526 GRAPHIC ARTS DESIGN, TURNKEY ARTWORK 111802 4 81810 77000 3257483 3416293 TICKETS - FESTIVAL 711110 533662 533662 PERFORMANCE FEES 711110 90386 90386 PRODUCTION RENTALS 711110 39797 39797 663845 20550 20550 658163 646179 11984 11984 11984 174300 81810 121916 52384 52384 MISCELLANEOUS INCOME 900099 8455 8455 MERCHANDISE SALES 453220 15 15 8470 4173526 672315 0 84918 X 302862 196860 30286 75716 1111764 722647 111176 277941 2132 1386 213 533 97494 63371 9749 24374 113751 73938 11375 28438 18000 18000 1231045 1116071 114974 311764 311764 138943 69874 61515 7554 271794 200722 71072 9429 9429 1753 1753 3584 3584 3156 3156 43749 39374 4375 COSTUMES, SCENERY, LIGH 227243 227243 DEVELOPMENT 81351 81351 EDUCATION 61398 61398 TICKET SURCHARGE 41968 41968 112803 46393 66410 4185983 3182438 507638 495907 288606 57780 27648 0 266650 524062 41726 0 21780 128702 178452 173512 8096 4940 1084155 942312 2618 22562 1741279 1680358 50487 27292 587403 322924 0 235000 637890 585216 X 621240 336801 482149 758341 1103389 1095142 1741279 1680358 -12457 -57025 61235 0 X X 0 1 X 1 0 X 3231093 3523360 3855159 4065511 3416293 18091416 842021 829492 989326 902943 663860 4227642 4073114 4352852 4844485 4968454 4080153 22319058 1519989 1150762 1287138 2276486 2392104 8626479 455878 630260 1119010 218147 363646 2786941 1975867 1781022 2406148 2494633 2755750 11413420 10905638 6569 7663 9260 14846 20550 58888 6569 7663 9260 14846 20550 58888 5130 5130 1096 1063 6510 3323 8455 20447 4085909 4361578 4860255 4986623 4109158 22403523 0.48680 0.53470 0.00260 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1900315 -319788 -181375 1399152 1562805 142195 204557 9242 1900315 410589 1051969 102756 2509 1562805 512489 24536 166861 370163 466335 18670 27484 512489 0.24170 0.65100 0.10730 0 1 1 142772 137832 4940 35680 35680 0 4940 LOC - JP MORGAN 235000 235000 X 4198760 -57025 46009 36250 25234 4173526 0 4173526 4268242 46009 36250 82259 4185983 0 4185983 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 X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. AT AUGUST 31, 2015 AND 2014, MANAGEMENT DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR 2014, 2013, AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS 36,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS 36,250. OPERA BALL 184228 72000 112228 5286 37500 4300 38580 FESTIVAL EVENTS 71882 9810 62072 4500 31750 256110 81810 174300 9786 37500 4300 70330 121916 52384 X X X X X 0 0 0 0 0 0 0 0 0 DARREN WOODS GENERAL DIRECTOR 179951 0 0 0 0 0 0 0 16093 0 196044 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 AS WELL AS WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G ARTIST FEES : PROGRAM SERVICE EXPENSES 99,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,350. ARTISTS EXPENSES : PROGRAM SERVICE EXPENSES 124,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,579. YAP FEES : PROGRAM SERVICE EXPENSES 90,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,708. BALLET DANCERS : PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. CHOREOGRAPHER FEES : PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500. CHORUS MASTER : PROGRAM SERVICE EXPENSES 11,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,500. CHORUS FEES : PROGRAM SERVICE EXPENSES 60,693. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,693. CONDUCTOR FEES : PROGRAM SERVICE EXPENSES 34,780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,780. CONDUCTOR-MEALS/LODGING/TRANS. : PROGRAM SERVICE EXPENSES 483. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 483. COACH - LANGUAGE & VOCAL : PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200. REHEARSAL ACCOMPANIST : PROGRAM SERVICE EXPENSES 11,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,138. LIGHTING DESIGNER FEE : PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. LIGHTING DESIGNER : PROGRAM SERVICE EXPENSES 5,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,991. MAKE-UP ARTIST FEE : PROGRAM SERVICE EXPENSES 12,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,500. MAKE-UP ARTIST L&M/TRANS. : PROGRAM SERVICE EXPENSES 4,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,884. ASST MAKE-UP ARTIST : PROGRAM SERVICE EXPENSES 14,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,751. ORCHESTRA FEE : PROGRAM SERVICE EXPENSES 169,541. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,541. SET DESIGNER FEE : PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500. STAGE DIRECTOR FEE : PROGRAM SERVICE EXPENSES 30,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. STAGE DIRECTOR-TRANS./BENEFITS : PROGRAM SERVICE EXPENSES 5,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,327. ASSISTANT STAGE DIRECTOR : PROGRAM SERVICE EXPENSES 20,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,880. AUDIO DESIGNER : PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. SUPERNUMERARY EXPENSES : PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. PROPERTY MASTER : PROGRAM SERVICE EXPENSES 83. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83. TECHNICAL DIRECTOR : PROGRAM SERVICE EXPENSES 59,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,684. ASST STAGE MANAGER : PROGRAM SERVICE EXPENSES 21,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,000. STAGE MANAGER-TRAVEL REIMB. : PROGRAM SERVICE EXPENSES 23,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,919. TECHNICAL SUPERVISOR FEE : PROGRAM SERVICE EXPENSES 5,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,400. TECHNICAL SUPERVISOR L&M : PROGRAM SERVICE EXPENSES 967. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 967. COSTUME SUPERVISOR FEE : PROGRAM SERVICE EXPENSES 10,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,113. COSTUME SUPER-TRAVEL/BENEFITS : PROGRAM SERVICE EXPENSES 2,699. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,699. COSTUME INTERNSHIP : PROGRAM SERVICE EXPENSES 8,081. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,081. BASS HALL -TECHNICAL LABOR : PROGRAM SERVICE EXPENSES 8,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,645. BASS HALL-POLICE/TRAFFIC CONTR : PROGRAM SERVICE EXPENSES 123. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123. BASS HALL - TRANS/PARK LOCAL : PROGRAM SERVICE EXPENSES 1,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,515. ALT VENUE - RENTAL : PROGRAM SERVICE EXPENSES 19,218. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,218. MEALS - CAST & CREW : PROGRAM SERVICE EXPENSES 5,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,536. NEW PROD - WORKSHOP ARTIST FEE : PROGRAM SERVICE EXPENSES 6,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,071. NEW PROD - WORKSHOP EXPENSES : PROGRAM SERVICE EXPENSES 12,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,258. CO-PRODUCTION EXPENSES : PROGRAM SERVICE EXPENSES 193,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,500. ACCOMPANIST : PROGRAM SERVICE EXPENSES 4,454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,454. PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 336. COMPUTER SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 90,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,053. GENERAL DIRECTOR EXPENSES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,090. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,090. PROFESSIONAL DEVELOPMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,495. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS FOR THE AUDIT OR SELECTION PROCESS FOR INDEPENDENT AUDITOR. 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 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0