SARASOTA OPERA ASSOCIATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SARASOTA OPERA ASSOCIATION INC (EIN 23-7089047)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-02-03
- IRS object ID
- 201500349349300970
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-03T10:10:49-08:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237089047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarasota Opera Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9413668450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Central Avenue | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard A Russell | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2015-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa R Johnson | PreparerPersonNm |
| PTIN | P00277830 | PTIN |
| Phone | 9419544040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Richard A Russel | PrincipalOfficerNm |
| Gross Receipts | $11,228,400 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sarasotaopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PRODUCE OUTSTANDING OPERA TRUE TO THE VISION OF THE COMPOSER, TO ENTERTAIN, ENRICH, AND EDUCATE THE COMMUNITIES IN SOUTHWEST FLORIDA AS WELL AS PATRONS FROM ACROSS THE STATE AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 290 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,197,520 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,082,131 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,284,859 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,409,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $387,259 | PYInvestmentIncomeAmt |
| CY Investment Income | $436,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $615,075 | PYOtherRevenueAmt |
| CY Other Revenue | $325,542 | CYOtherRevenueAmt |
| PY Total Revenue | $7,484,713 | PYTotalRevenueAmt |
| CY Total Revenue | $8,253,466 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,903,749 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,685,012 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $762,765 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,738,663 | PYOtherExpensesAmt |
| CY Other Expenses | $4,470,170 | CYOtherExpensesAmt |
| PY Total Expenses | $8,649,412 | PYTotalExpensesAmt |
| CY Total Expenses | $8,180,182 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,164,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $73,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,513,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,565,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,689,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,440,448 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,823,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,125,048 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRODUCE OUTSTANDING OPERA TRUE TO THE VISION OF THE COMPOSER, TO ENTERTAIN, ENRICH, AND EDUCATE THE COMMUNITIES IN SOUTHWEST FLORIDA AS WELL AS PATRONS FROM ACROSS THE STATE AND AROUND THE WORLD. TO PRODUCE SUCH OPERAS; AND TO FOSTER, PROMOTE, AND INCREASE PUBLIC KNOWLEDGE AND APPRECIATION OF OPERA AND SIMILAR PRESENTATIONS; TO INSTRUCT, TRAIN AND EDUCATE BOTH STUDENTS AND THE PUBLIC, GENERALLY, IN OPERA, MUSIC AND RELATED PERFORMING ARTS; AND TO RENT, ACQUIRE FOR USE, OR OWN, MAINTAIN, AND OPERATE A PLACE OR PLACES TO ACCOMPLISH THESE OBJECTIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,820,367 | ExpenseAmt |
| Revenue | $3,685,626 | RevenueAmt |
| Desc | Sarasota Opera presented 40 opera performances; 10 concerts; outreach and educational programs including collaborations with other organizations reaching nearly 50,000 patrons in Southwest florida. 2,000 youths participated in school-based cultural events through the Opera's Youth Opera program, which also serves as a conduit for appearances in fully-staged opera productions. | Desc |
| Total Program Service Expenses | $5,820,367 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 292 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN TARASI | PersonNm |
| Phone | 9413668450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Central Avenue Suite 820 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Jonathan S Coleman | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Degennaro | ||||||||
| B Guild Preside | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Victor DeRenzi | ||||||||
| Artistic Direct | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ulysses Brualdi | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joshua M Benaim | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward C Bavaria | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Benjamin | ||||||||
| LEGAL COUNSEL | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Harold R Ronson | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Monte Davis | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joel D Fedder | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Syble Di Girolamo | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Russell | ||||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $175,000 | $0 | $6,924 | Yes (X) | |
| Carol English | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Tompkins | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Murray Bring | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Per-Erik Lindqvist | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stan Abshier | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Moretti | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Chaifetz | ||||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jo Ann Frye | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J Summer Bagby | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald J Worthington | ||||||||
| Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Wright | ||||||||
| treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara O'Connor | ||||||||
| Guild President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet Huelster | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Tarasi | ||||||||
| Dir. of Finance | 40.00 | 0.00 | $97,733 | $0 | $0 | Yes (X) | ||
| Mark Famiglio | ||||||||
| Trustee-LOA | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,733 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,924 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Burton W Wiand | |||||
| 5505 West Gray Street | Tampa | FL | 33609 | Settlement liab pmts | $191,565 |
| DERENZI & SUNDINE INC | |||||
| 210 WEST 101 ST 9E | NEW YORK | NY | 10025 | ARTISTIC DIRECTION | $365,773 |
| Community Counselling | |||||
| PO Box 824885 | Philadelphia | PA | 19182 | Fundraising Campaign | $276,264 |
| Datum Corporation | |||||
| 6009 Business Blvd | Sarasota | FL | 34240 | IT Services | $249,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,696 | FundraisingAmt |
| Government Grants | $125,283 | GovernmentGrantsAmt |
| All Other Contributions | $3,953,152 | AllOtherContributionsAmt |
| Noncash Contributions | $321,408 | NoncashContributionsAmt |
| Total Contributions | $4,082,131 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPERA PRODUCTIONS | 711110 | $2,888,960 | $2,888,960 |
| RENTAL INCOME | 711110 | $439,744 | $439,744 |
| SARASOTA YOUTH OPERA | 711110 | $80,365 | $80,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,409,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,631 | TotalRevenueColumnAmt |
| Exclusion | $147,631 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,884,637 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,587,200 | SecuritiesAmt |
| Other | $8,344 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $297,437 | SecuritiesAmt |
| Other | -$8,344 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,093 | TotalRevenueColumnAmt |
| Exclusion | $289,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $428,375 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,696 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $379,390 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,985 | TotalRevenueColumnAmt |
| Exclusion | $48,985 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $276,557 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $276,557 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $276,557 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,253,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,685,626 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $485,709 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,733 | TotalAmt |
| Program Services | $190,339 | ProgramServicesAmt |
| Management And General | $65,843 | ManagementAndGeneralAmt |
| Fundraising | $16,551 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,149,657 | TotalAmt |
| Program Services | $2,198,132 | ProgramServicesAmt |
| Management And General | $760,383 | ManagementAndGeneralAmt |
| Fundraising | $191,142 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,001 | TotalAmt |
| Management And General | $3,001 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,458 | TotalAmt |
| Program Services | $31,621 | ProgramServicesAmt |
| Management And General | $75,283 | ManagementAndGeneralAmt |
| Fundraising | $18,554 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,163 | TotalAmt |
| Program Services | $84,779 | ProgramServicesAmt |
| Management And General | $30,627 | ManagementAndGeneralAmt |
| Fundraising | $18,757 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,556 | TotalAmt |
| Management And General | $4,556 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,695 | TotalAmt |
| Management And General | $26,695 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,306 | TotalAmt |
| Program Services | $47,306 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,866 | TotalAmt |
| Program Services | $5,493 | ProgramServicesAmt |
| Management And General | $211,373 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,070 | TotalAmt |
| Program Services | $104,568 | ProgramServicesAmt |
| Management And General | $10,019 | ManagementAndGeneralAmt |
| Fundraising | $18,483 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172 | TotalAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,861 | TotalAmt |
| Program Services | $248,090 | ProgramServicesAmt |
| Management And General | $24,771 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,520 | TotalAmt |
| Program Services | $122,394 | ProgramServicesAmt |
| Management And General | $7,905 | ManagementAndGeneralAmt |
| Fundraising | $11,221 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270 | TotalAmt |
| Management And General | $650 | ManagementAndGeneralAmt |
| Fundraising | $620 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,938 | TotalAmt |
| Program Services | $721,971 | ProgramServicesAmt |
| Management And General | $20,547 | ManagementAndGeneralAmt |
| Fundraising | $2,420 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,622 | TotalAmt |
| Program Services | $226,622 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| production | $822,069 | $804,865 | $3,327 | $13,877 |
| rent & housing | $555,816 | $369,479 | $186,337 | |
| IATSE SUMMARY | $449,373 | $449,373 | ||
| CAPTIAL CAMPAIGN | $354,237 | $354,237 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,799 | TotalAmt |
| Program Services | $190,335 | ProgramServicesAmt |
| Management And General | $165,688 | ManagementAndGeneralAmt |
| Fundraising | $116,776 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,180,182 | TotalAmt |
| Program Services | $5,820,367 | ProgramServicesAmt |
| Management And General | $1,597,050 | ManagementAndGeneralAmt |
| Fundraising | $762,765 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,100 | BOYAmt |
| EOY | $509,294 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,549 | BOYAmt |
| EOY | $275,058 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,334 | BOYAmt |
| EOY | $654,160 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,036 | BOYAmt |
| EOY | $167,239 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,239 | BOYAmt |
| EOY | $48,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,395,489 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,181,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,801,814 | BOYAmt |
| EOY | $14,213,656 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,757,225 | BOYAmt |
| EOY | $5,697,512 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,513,297 | BOYAmt |
| EOY | $21,565,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,717 | BOYAmt |
| EOY | $419,787 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,131 | BOYAmt |
| EOY | $1,020,661 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,563 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,689,411 | BOYAmt |
| EOY | $1,440,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,157,561 | BOYAmt |
| EOY | $14,525,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,115 | BOYAmt |
| EOY | $991,432 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,015,210 | BOYAmt |
| EOY | $4,608,160 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,823,886 | BOYAmt |
| EOY | $20,125,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,513,297 | BOYAmt |
| EOY | $21,565,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $73,284 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $227,878 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,232,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,335,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,086,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,197,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,082,131 | CurrentTaxYearAmt |
| Total | $15,933,961 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,033,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,317,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,727,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,455,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,409,069 | CurrentTaxYearAmt |
| Total | $17,941,988 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,265,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,652,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,813,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,652,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,491,200 | CurrentTaxYearAmt |
| Total | $33,875,949 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,211 | CurrentTaxYearMinus4YearsAmt |
| Total | $295,211 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,211 | CurrentTaxYearMinus4YearsAmt |
| Total | $295,211 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $33,580,738 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,724 | CurrentTaxYearAmt |
| Total | $1,473,166 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,724 | CurrentTaxYearAmt |
| Total | $1,473,166 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $507,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,542 | CurrentTaxYearAmt |
| Total | $2,016,720 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,811,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,167,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,372,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,760,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,253,466 | CurrentTaxYearAmt |
| Total | $37,365,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86140 | PublicSupportPY509Pct |
| Investment Income CY | 0.03940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03410 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,757,225 | BeginningYearBalanceAmt |
| Contributions | $592,950 | ContributionsAmt |
| Investment Earnings Or Losses | $622,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $275,645 | OtherExpendituresAmt |
| End Year Balance | $5,697,513 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,016,599 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $738,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,032,411 | OtherExpendituresAmt |
| End Year Balance | $4,757,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,828,354 | BeginningYearBalanceAmt |
| Contributions | $405,874 | ContributionsAmt |
| Investment Earnings Or Losses | $145,628 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,257 | OtherExpendituresAmt |
| End Year Balance | $5,016,599 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,180,076 | BeginningYearBalanceAmt |
| Contributions | $29,400 | ContributionsAmt |
| Investment Earnings Or Losses | $768,014 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $149,136 | OtherExpendituresAmt |
| End Year Balance | $4,828,354 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,779,980 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $515,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,000 | OtherExpendituresAmt |
| End Year Balance | $4,180,076 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $753,213 | OtherCostOrOtherBasisAmt |
| Book Value | $753,213 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,660,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,764,071 | DepreciationAmt |
| Book Value | $12,896,513 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,563,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,165,694 | DepreciationAmt |
| Book Value | $398,152 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $417,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,068 | DepreciationAmt |
| Book Value | $165,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,213,656 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,860,734 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $227,878 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $227,878 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,632,856 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$379,390 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$379,390 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,253,466 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,559,572 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $379,390 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $379,390 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,180,182 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,180,182 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | TO PROVIDE A STABLE FLOW OF RESOURCES FOR CURRENT OPERATIONS. |
| Part X : FIN48 Footnote | The Opera is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Income from certain activities not directly related to the Operas tax-exempt purposes is subject to taxation as unrelated business income. In addition, contributions to the Opera qualify for the charitable contribution deduction under Section 170(b)(1)(A). Management believes the Opera has no material unrecognized income tax benefits, including any potential loss of their tax exempt status. The Opera has no ongoing federal, state or local tax audits; however, the Operas tax returns for fiscal year ended 2011 and subsequent years remain open to examination. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | special events expense $379390 change in value of interest rate swap $0 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Com Counselling | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 824885 | AddressLine1 |
| City | Philadelph | City |
| State | PA | State |
| ZIP Code | 19182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Feasibility stu | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $276,264 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $276,264 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $116,864 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $116,864 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $81,017 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SOG | NameOfEvent2Amt |
| Gross Receipts Event2 | $88,884 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,996 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $85,888 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $69,796 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $226,323 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $700 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $225,623 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $228,577 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $432,071 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,696 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $428,375 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $379,390 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $379,390 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $48,985 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Scholarship | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $25,000 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Russell | PersonNm |
| Title | Executive Dir. | TitleTxt |
| Base Compensation Filing Org | $175,000 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $6,924 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $181,924 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Victor DeRenzi | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee | RelationshipDescriptionTxt |
| Transaction | $365,773 | TransactionAmt |
| Transaction | artistic director | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | victor derenzi, the artistic director is paid through his corporation, derenzi & sundine, inc. Derenzi and Sundine Inc. is an independent contractor of Sarasota Opera Association, Inc. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $321,408 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The board through its finance committee, reviews and approves the form 990 prior to its filing with the IRS. The finance committee reports its review and approval to the board. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE ORGANIZATION REQUIRES ALL POTENTIAL CONFLICTS OF INTEREST TO BE REPORTED TO A SUPERVISOR AND/OR TO THE EXECUTIVE DIRECTOR. THE ORGANIZATION REQUIRES CONFLICTS OF INTEREST TO BE AVOIDED OTHER THAN TO THE EXTENT THE EXECUTIVE DIRECTOR HAS PROVIDED THE EMPLOYEE WITH A WRITTEN EXEMPTION. the board of trustees are asked to disclose any conflicts of interest at their annual meeting. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation Committee reviews industry compensation surveys, analyzes opera's budge, seeks board/committee approvals. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | all required disclosures are made available upon request or at www.guidestar.org. |
| form 990, part vii, sections a & b | victor derenzi, the artistic director is paid through his corporation, derenzi & sundine, inc. Derenzi and Sundine Inc. is an independent contractor of Sarasota Opera Association, Inc. |
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