LYRIC OPERA OF CHICAGO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LYRIC OPERA OF CHICAGO (EIN 36-6008929)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349304065
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T13:46:50-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366008929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lyric Opera of Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYRI | BusinessNameControlTxt |
| Phone | 3123322244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N Wacker Dr | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Brent Fisher | PersonNm |
| Person Title | Asst Treas/Dir Finan | PersonTitleTxt |
| Signature | 2015-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Freud Anthony | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o LOC 20 N Wacker Dr | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $125,210,702 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lyricopera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 107 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 96 | VotingMembersIndependentCnt |
| Total Employee | 963 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $246,953 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,901,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,895,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,912,539 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,793,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $790,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,940,068 | CYInvestmentIncomeAmt |
| PY Other Revenue | $287,224 | PYOtherRevenueAmt |
| CY Other Revenue | $1,903,941 | CYOtherRevenueAmt |
| PY Total Revenue | $22,891,842 | PYTotalRevenueAmt |
| CY Total Revenue | $90,532,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $256,940 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,076,914 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,610,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,847,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $95 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,234 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,136,921 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,625,908 | PYOtherExpensesAmt |
| CY Other Expenses | $31,856,525 | CYOtherExpensesAmt |
| PY Total Expenses | $9,493,133 | PYTotalExpensesAmt |
| CY Total Expenses | $75,786,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,398,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,746,618 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $282,918,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $321,775,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,250,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,084,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $185,668,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $224,691,619 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,993,978 | ExpenseAmt |
| Grant | $1,076,914 | GrantAmt |
| Revenue | $29,775,886 | RevenueAmt |
| Desc | During the fiscal year, 67 opera performances, 29 performances of one musical, 2 concerts and 8 final dress rehearsals were produced by Lyric Opera of Chicago. These performances were attended by approximately 289,600 people. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $912,054 | ExpenseAmt |
| Revenue | $277,799 | RevenueAmt |
| Desc | Lyric 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 800 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 110,900. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,952 | ExpenseAmt |
| Revenue | $103,268 | RevenueAmt |
| Desc | Eleven other public performances were held in the facility during the fiscal year, with total attendance of approximately 20,300. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,085,984 | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | 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 | false | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 293 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 963 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | 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 | 107 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 96 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RB Fisher Lyric Opera of Chgo | PersonNm |
| Phone | 3123322244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N Wacker Dr 860 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (113 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Kiphart Richard P | |||||||||
| Chairman | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Pigott Kenneth G | |||||||||
| President & CEO | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Crown Lester | |||||||||
| Exec Cmte Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alexander James L | |||||||||
| Vice President | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Davis Sir Andrew | |||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Fleming Renee | |||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ryan Shirley Welsh | |||||||||
| Vice President | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Vance William C | |||||||||
| Vice President | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Van Eekeren Donna | |||||||||
| Secretary | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carbone Paul J | |||||||||
| Treasurer | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Abelson Katherine A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Addington MD Whitney | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Amboian John P | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anderson Paul F | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barden Larry A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Baskes Julie | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bay Jr James N | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Berlin Melvin | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Buchbinder Gilda | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bulley III Allan E | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cameron Marion A | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carpenter David W | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christen Timothy L | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Colburn Richard W | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cole Michael P | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Couto Vinay | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Crowe John V | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cruzan Marsha | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DeCross Derek | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Drake Ann | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edelman John D | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edlis Stefan T | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eichelberger Sheri A | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eisen Lois | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Farrell W James | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ferguson Mark E | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ferro Jr Michael W | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field Lawrence I | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fisher Russell W | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Florian Sonia | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gidwitz Ronald J | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gillis Ruth Ann M | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gledhill Brent W | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gofen Ethel C | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gottlieb Howard L | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gray Avrum | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gray Melvin | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Green Maria C | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gross Dietrich M | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hay Mary Pat | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Heagy Thomas C | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hightman Carrie J | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hirschfield Eric L | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hurvis J Thomas | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jones Gregory K | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jordan II John W | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Knowles Nancy W | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lakonishok Josef | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Levy Richard A | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Livingston Robert A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mabie James W | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin Craig C | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McBreen Maura Ann | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McCullen Robert J | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McGarvie Blythe J | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McKenna Andrew J | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Modruson Frank B | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Morrison Robert S | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Muchin Allan B | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Myers Linda K | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Neal Jeffrey C | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Neil Sylvia | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Norgan Ken R | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Oberlander Sharon F | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Oleniczak John W | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Olopade Olufummilayo | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ormesher David T | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Osborn William A | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Parr Matthew J | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Piller Bruce J | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Randel Don M | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Reyes J Christopher | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Reynolds III Thomas A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Roche Collin E | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rosenkranz Ricardo | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rouse Edward B | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rubinelli Jr Joseph O | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandner John F | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Saran Claudia M | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Schreiber Rodd M | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Schreuder Jana R | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Serlin Marsha | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shapiro Brenda M | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Smith Eric S | |||||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Szokol Pam | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thierer Mark A | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Cheryl T | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tilton Glenn | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tolan Mary A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Wagner Mark A | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Washlow Roberta L | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| White Miles D | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Freud Anthony | |||||||||
| Gen Dir & COO | 40.00 | 0.00 | Yes (X) | Yes (X) | $616,057 | $0 | $49,236 | ||
| Landmesser Drew | |||||||||
| Deputy Gen Dir | 40.00 | 0.00 | Yes (X) | Yes (X) | $372,092 | $0 | $50,910 | ||
| Selander Mary L | |||||||||
| Asst Secretary | 40.00 | 0.00 | Yes (X) | Yes (X) | $298,763 | $0 | $36,600 | ||
| Mathieson Mayer Susan | |||||||||
| Asst Secretary | 40.00 | 0.00 | Yes (X) | Yes (X) | $304,080 | $0 | $52,328 | ||
| Fisher R Brent | |||||||||
| Asst Treasurer | 40.00 | 0.00 | Yes (X) | Yes (X) | $183,248 | $0 | $52,701 | ||
| Jabin Christopher | |||||||||
| Dir Institutl Giv | 40.00 | 0.00 | $254,671 | $0 | $19,193 | Yes (X) | |||
| Reilly Jr William | |||||||||
| Master Carpenter | 40.00 | 0.00 | $220,470 | $0 | $61,731 | Yes (X) | |||
| Reynolds Michael C | |||||||||
| Master Electrician | 40.00 | 0.00 | $197,890 | $0 | $55,714 | Yes (X) | |||
| Christopher Paul | |||||||||
| Head A/V Technicia | 40.00 | 0.00 | $183,350 | $0 | $51,628 | Yes (X) | |||
| Barker Michael | |||||||||
| Head Flyman | 40.00 | 0.00 | $176,141 | $0 | $49,320 | Yes (X) | |||
| Richard Dowsek | |||||||||
| Retired Dir of Finance/Admin | 20.00 | 0.00 | $126,621 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,933,383 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $479,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Calihan Catering | |||||
| 833 W Haines | Chicago | IL | 60622 | Catering | $837,711 |
| Fleming Ross Inc | |||||
| 200 West 86th St | New York | NY | 10024 | Singer/Creative Cnsl | $769,789 |
| Sirad Inc | |||||
| 215 W Washington St | Chicago | IL | 60606 | Conductor/Music Dir | $578,823 |
| Jewell Events Catering | |||||
| 424 N Wood St | Chicago | IL | 60022 | Catering | $575,076 |
| Allied Live LLC | |||||
| 5 Penn Plaza | New York | NY | 10001 | Advertising Agency | $557,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,429,898 | FundraisingAmt |
| Government Grants | $60,208 | GovernmentGrantsAmt |
| All Other Contributions | $52,405,283 | AllOtherContributionsAmt |
| Noncash Contributions | $1,916,199 | NoncashContributionsAmt |
| Total Contributions | $54,895,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Educational Activities | 711190 | $255,283 | $255,283 |
| Production Rentals | 711190 | $229,692 | $229,692 |
| Rntl-Othr Musical Perfs | 711190 | $103,268 | $103,268 |
| Ticket Hndlg/Exchg Fees | 711190 | $467,820 | $467,820 |
| Ticket Sales | 711190 | $28,693,983 | $28,693,983 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,322 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,322 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,793,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,256,551 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,208,728 | 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 | $34,377,164 | SecuritiesAmt |
| Other | $7,100 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,696,707 | SecuritiesAmt |
| Other | $4,040 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,680,457 | SecuritiesAmt |
| Other | $3,060 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,683,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,060 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,680,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,075,797 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,429,898 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,730,011 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$654,214 | TotalRevenueColumnAmt |
| Exclusion | -$654,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $17,400 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,625 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,775 | TotalRevenueColumnAmt |
| Exclusion | $12,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,062,188 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $242,553 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $819,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,632 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $37,347 | UnrelatedBusinessRevenueAmt |
| Exclusion | $761,656 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Dining Spaces | 900099 | $1,001,275 | $1,001,275 | ||
| Facilities Events Fees | 900099 | $339,893 | $339,893 | ||
| Party Reception Income | 532000 | $205,598 | $93,675 | $111,923 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,979 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $49,860 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,725,745 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,532,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,156,953 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $246,953 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,233,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,914 | TotalAmt |
| Program Services | $1,076,914 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $1,805,193 | TotalAmt |
| Program Services | $590,041 | ProgramServicesAmt |
| Management And General | $564,261 | ManagementAndGeneralAmt |
| Fundraising | $650,891 | 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 | $31,843,691 | TotalAmt |
| Program Services | $27,536,142 | ProgramServicesAmt |
| Management And General | $2,525,138 | ManagementAndGeneralAmt |
| Fundraising | $1,782,411 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,728,121 | TotalAmt |
| Program Services | $2,472,395 | ProgramServicesAmt |
| Management And General | $155,302 | ManagementAndGeneralAmt |
| Fundraising | $100,424 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997,072 | TotalAmt |
| Program Services | $3,531,709 | ProgramServicesAmt |
| Management And General | $316,700 | ManagementAndGeneralAmt |
| Fundraising | $148,663 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,473,398 | TotalAmt |
| Program Services | $2,089,162 | ProgramServicesAmt |
| Management And General | $234,509 | ManagementAndGeneralAmt |
| Fundraising | $149,727 | 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 | $34,094 | TotalAmt |
| Program Services | $34,094 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,500 | TotalAmt |
| Management And General | $50,500 | 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 | $5,234 | TotalAmt |
| Fundraising | $5,234 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,581 | TotalAmt |
| Management And General | $895,890 | ManagementAndGeneralAmt |
| Fundraising | $12,691 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,395,622 | TotalAmt |
| Program Services | $8,684,303 | ProgramServicesAmt |
| Management And General | $254,943 | ManagementAndGeneralAmt |
| Fundraising | $456,376 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,306,809 | TotalAmt |
| Program Services | $3,306,809 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,506 | TotalAmt |
| Program Services | $1,042,711 | ProgramServicesAmt |
| Management And General | $201,637 | ManagementAndGeneralAmt |
| Fundraising | $295,158 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,192 | TotalAmt |
| Program Services | $28,684 | ProgramServicesAmt |
| Management And General | $558,508 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,959 | TotalAmt |
| Program Services | $596,959 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,149 | TotalAmt |
| Program Services | $1,546,896 | ProgramServicesAmt |
| Management And General | $165,012 | ManagementAndGeneralAmt |
| Fundraising | $63,241 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,125 | TotalAmt |
| Program Services | $632,819 | ProgramServicesAmt |
| Management And General | $197,951 | ManagementAndGeneralAmt |
| Fundraising | $90,355 | 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 | $20,599 | TotalAmt |
| Program Services | $6,359 | ProgramServicesAmt |
| Management And General | $5,165 | ManagementAndGeneralAmt |
| Fundraising | $9,075 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,123,374 | TotalAmt |
| Program Services | $2,080,899 | ProgramServicesAmt |
| Management And General | $30,563 | ManagementAndGeneralAmt |
| Fundraising | $11,912 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,254,220 | TotalAmt |
| Program Services | $3,162,934 | ProgramServicesAmt |
| Management And General | $91,286 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,012 | TotalAmt |
| Program Services | $448,887 | ProgramServicesAmt |
| Management And General | $252,125 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Production Exp- Purch/Rntl etc | $5,695,742 | $5,695,742 | |
| Donated Opera Books/Photos/CDs | $227,915 | $227,915 | |
| Radio Syndication Fees | $163,500 | $163,500 | |
| Amortization of Gift Annuities | $107,210 | $107,210 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,416 | TotalAmt |
| Program Services | $130,110 | ProgramServicesAmt |
| Management And General | $63,753 | ManagementAndGeneralAmt |
| Fundraising | $253,553 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,786,148 | TotalAmt |
| Program Services | $65,085,984 | ProgramServicesAmt |
| Management And General | $6,563,243 | ManagementAndGeneralAmt |
| Fundraising | $4,136,921 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,755,547 | BOYAmt |
| EOY | $702,796 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,118,113 | BOYAmt |
| EOY | $576,320 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,715,285 | BOYAmt |
| EOY | $59,360,273 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,896 | BOYAmt |
| EOY | $1,133,021 | 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) |
|---|---|---|
| BOY | $13,020 | BOYAmt |
| EOY | $12,172 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,132,625 | BOYAmt |
| EOY | $3,926,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,416,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,534,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,000,620 | BOYAmt |
| EOY | $47,882,230 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,584,187 | BOYAmt |
| EOY | $84,931,931 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,933,733 | BOYAmt |
| EOY | $123,208,925 | 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) |
|---|---|---|
| BOY | $40,800 | BOYAmt |
| EOY | $42,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,918,826 | BOYAmt |
| EOY | $321,775,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,133,192 | BOYAmt |
| EOY | $7,455,325 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,514,188 | BOYAmt |
| EOY | $13,737,636 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,700,000 | BOYAmt |
| EOY | $65,700,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,902,757 | BOYAmt |
| EOY | $10,191,215 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,250,137 | BOYAmt |
| EOY | $97,084,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,040,996 | BOYAmt |
| EOY | $107,952,506 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,007,882 | BOYAmt |
| EOY | $91,402,195 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,619,811 | BOYAmt |
| EOY | $25,336,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,668,689 | BOYAmt |
| EOY | $224,691,619 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,918,826 | BOYAmt |
| EOY | $321,775,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,746,618 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,964,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$688,094 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,882,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,818,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,898,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,901,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,895,389 | CurrentTaxYearAmt |
| Total | $153,396,591 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,882,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,818,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,898,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,901,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,895,389 | CurrentTaxYearAmt |
| Total | $153,396,591 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,529,823 | SubstantialContributorsTotAmt |
| Public Support Total170 | $142,866,768 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,193,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,330,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,393,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,304,895 | CurrentTaxYearAmt |
| Total | $9,745,728 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,060,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,152,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,622,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,170,265 | CurrentTaxYearAmt |
| Total | $13,566,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $176,708,812 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $109,044,177 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information - Support Schedule | FormAndLineReferenceDesc |
| Explanation | In 2013 Lyric Opera changed its fiscal year end from April 30 to June 30. The Support Schedule periods for Part II are: 2009 (5/1/10-4/30/11), 2010 (5/1/11-4/30/12), 2011 (5/1/12-4/30/13), 2012 (5/1/13-6/30/13, short year) and 2013 (7/1/13-6/30/14). | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Additions During Year | $52,094 | AdditionsDuringYearAmt |
| Distributions During Year | $52,094 | DistributionsDuringYearAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,529,952 | BeginningYearBalanceAmt |
| Contributions | $717,107 | ContributionsAmt |
| Investment Earnings Or Losses | $7,494,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,896,590 | OtherExpendituresAmt |
| Administrative Expenses | $254,898 | AdministrativeExpensesAmt |
| End Year Balance | $49,589,868 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,338,710 | BeginningYearBalanceAmt |
| Contributions | $1,896,279 | ContributionsAmt |
| Investment Earnings Or Losses | -$316,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $352,893 | OtherExpendituresAmt |
| Administrative Expenses | $35,456 | AdministrativeExpensesAmt |
| End Year Balance | $43,529,952 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,896,727 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,707,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,076,056 | OtherExpendituresAmt |
| Administrative Expenses | $199,178 | AdministrativeExpensesAmt |
| End Year Balance | $42,338,710 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,428,058 | BeginningYearBalanceAmt |
| Contributions | $22,511 | ContributionsAmt |
| Investment Earnings Or Losses | -$655,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,775,870 | OtherExpendituresAmt |
| Administrative Expenses | $122,068 | AdministrativeExpensesAmt |
| End Year Balance | $39,896,727 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,889,986 | BeginningYearBalanceAmt |
| Contributions | $43,168 | ContributionsAmt |
| Investment Earnings Or Losses | $7,487,441 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,779,435 | OtherExpendituresAmt |
| Administrative Expenses | $213,102 | AdministrativeExpensesAmt |
| End Year Balance | $42,428,058 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.51090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48910 | 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 | $696,577 | OtherCostOrOtherBasisAmt |
| Book Value | $696,577 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,334,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,711,342 | DepreciationAmt |
| Book Value | $41,623,259 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,037,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,410,660 | DepreciationAmt |
| Book Value | $4,626,786 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,347,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,412,012 | DepreciationAmt |
| Book Value | $935,608 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,882,230 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $123,208,925 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $908,251 |
| Interest Rate Swap Contract | $9,282,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,191,215 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib | Lyric Opera acts as custodian of all assets and paymaster for payments for the Ryan Opera Center, to facilitate better controls and cost effectiveness. |
| Part V, Line 4: Intended uses of the endowment fund. | The 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 return 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. |
| Part X : FIN48 Footnote | The 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, 2014 and 2013. There are no on-going federal, state or local tax audits, however, the Opera's tax returns for 2011 and subsequent years remain open to examination. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe | 0 | 0 | Program Services | Artistic/Production costs | $2,012,000 |
| North America | 0 | 0 | Program Services | Artistic/Production costs | $162,000 |
| East Asia & The Pacific | 0 | 0 | Program Services | Artistic/Production costs | $4,000 |
| South Asia | 0 | 0 | Program Services | Artistic/Production costs | $2,000 |
| Central Amer & Caribbean | 0 | 0 | Investments | $56,587,000 | |
| Europe | 0 | 0 | Management/General | $3,000 | |
| North America | 0 | 0 | Management/General | $1,000 | |
| Europe | 0 | 0 | Fundraising-see page 5 | $208,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $58,979,000 | SubtotalSpentAmt |
| Total Spent | $58,979,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I - Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 3(8). To 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Opera Ball | NameOfEvent1Amt |
| Gross Receipts Event1 | $669,680 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $587,330 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $82,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,427 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $115,174 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,602 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $120,396 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Fantasy of the Opera | NameOfEvent2Amt |
| Gross Receipts Event2 | $625,403 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $521,650 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $103,753 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $31,365 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $61,283 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $12,400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $121,183 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,210,612 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,320,918 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $889,694 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $42,126 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $267,611 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $795 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $933,649 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,505,695 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,429,898 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,075,797 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $84,918 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $444,068 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,797 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,175,228 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,730,011 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$654,214 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $17,400 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $4,625 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.91000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $17,400 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $4,625 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $4,625 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $12,775 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Janice Shucart | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Lyric Opera 20 N Wacker Dr | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Janice Shucart | GamingManagerPersonNm |
| Gaming Manager Services Prov | License renewal | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $12,775 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STM01 | Part 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. $2.4 million of charitable contibutions were collected (Schedule G, Part II, line 2) for a true net income of $1.8 million collected at these events.Part III, line 16: Janice Shucart renews the Lyric Opera of Chicago's gaming license every year. No compensation is reported as this is an incidental part of her job. |
| Part III, Line 17b - Distributions Required Under State Law | IL $12775 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick G & Shirley W Ryan Opera Center | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 362796630 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $1,076,914 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | opera school | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Barker Michael | |||||
| Head Flyman | $176,141 | $33,467 | $15,853 | $225,461 | |
| Christopher Paul | |||||
| Head A/V Technicia | $183,350 | $35,033 | $16,595 | $234,978 | |
| Fisher R Brent | |||||
| Asst Treasurer | $183,248 | $42,972 | $9,729 | $235,949 | |
| Freud Anthony | |||||
| Gen Dir & COO | $580,411 | $33,949 | $15,287 | $665,293 | $35,646 |
| Jabin Christopher | |||||
| Dir Institutl Giv | $254,671 | $19,193 | $273,864 | ||
| Landmesser Drew | |||||
| Deputy Gen Dir | $323,876 | $42,648 | $8,262 | $423,002 | $48,216 |
| Mathieson Mayer Susan | |||||
| Asst Secretary | $281,010 | $44,246 | $8,082 | $356,408 | $23,070 |
| Reilly Jr William | |||||
| Master Carpenter | $220,470 | $41,889 | $19,842 | $282,201 | |
| Reynolds Michael C | |||||
| Master Electrician | $197,890 | $37,806 | $17,908 | $253,604 | |
| Richard Dowsek | |||||
| Retired Dir of Finance/Admin | $99,996 | $126,621 | $26,625 | ||
| Selander Mary L | |||||
| Asst Secretary | $292,813 | $35,946 | $654 | $335,363 | $5,950 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | To 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.In accordance with the terms of his contract when hired, Lyric Opera reimburses Mr. Freud for his health club dues, which are a taxable benefit. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | noneavail | CUSIPNum |
| Bond Issued | 2008-08-18 | BondIssuedDt |
| Issue Price | $3,500,000 | IssuePriceAmt |
| Purpose | Purchase, construct & equip add'l Civic Opera Bldg space | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $3,500,000 | TotalProceedsAmt |
| Capitalized Interest | $6,382 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $70,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $3,436,382 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.00500 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00500 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| A Davis-Music DirConduct | |||
| Trustee | $710,148 | Contracted Consultant | false |
| R Fleming-ConsultSinger | |||
| Trustee | $713,675 | Contracted Consultant | false |
| R Colburn- Trustee WTTW | |||
| Trustee | $228,190 | WTTW-normal course of biz | false |
| J Schreuder-PresPFNorthrn | |||
| Trustee | $132,513 | NorthernTr-norm course biz | false |
| E Smith-Mg Dir Chase Invst | |||
| Trustee | $366,167 | Chase-normal course of biz | false |
| G Tilton-Chr Midwst Chase | |||
| Trustee | $366,167 | Chase-normal course | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 77 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,642,699 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV date rec'd | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 97 | $27,545 | Donor est |
| Yes (X) | Office furnitur | 10 | $8,040 | Donor est |
| Yes (X) | Costume items | 1 | $1,500 | Donor est |
| Yes (X) | CDs, music scor | 1510 | $8,500 | Donor est |
| Yes (X) | Opera materials | 531 | $227,915 | Appraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 5 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | Lyric Opera of Chicago hired Auctions By Cellular to coordinate and process electronic bidding on their devices for the auction portion of the Fantasy of the Opera event. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | John P. Amboian, Lester Crown, Michael W. Ferro, Jr., Richard P. Kiphart, Andrew J. McKenna and J. Christopher Reyes- business relationshipMichael P. Cole and Collin E. Roche- business relationshipLester Crown, W. James Farrell, Michael W. Ferro and Miles D. White- business relationshipLester Crown and Ruth Ann M. Gillis- business relationshipLester Crown and William A. Osborn- business relationshipLester Crown, Eric S. Smith and Glenn F. Tilton- business relationshipMarsha Cruzan, Ronald J. Gidwitz and Ruth Ann M. Gillis- business relationshipMarsha Cruzan, Ruth Ann M. Gillis and Marsha Serlin- business relationshipW. 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 relationshipW. James Farrell and Robert S. Morrison- business relationshipW. James Farrell, William A. Osborn, Glenn Tilton and Miles D. White- business relationshipMichael W. Ferro, Jr. and J. Christopher Reyes -business relationshipBrent W. Gledhill, Richard P. Kiphart and James W. Mabie- business relationshipJohn W. Jordan, II, J. Christopher Reyes and Shirley Welsh Ryan- business relationshipAndrew J. McKenna, J. Christopher Reyes, Shirley Welsh Ryan and John F. Sandner- business relationshipAndrew J. McKenna and Miles D. White- business relationshipWilliam A. Osborn and J. Christopher Reyes- business relationship |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The 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 email, to all Members of the Lyric Opera of Chicago Audit Committee prior to filing electronically with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Lyric 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: Compensation Review and Approval Process for Officers and Key Employees | The 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 nine independent board members, reviewed the fiscal 2014 compensation arrangements on May 14, 2013. 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 recommendations was reflected in the Board meeting minutes. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Lyric 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. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in Severance Plans' Valuation = -$332709 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Ryan Opera Center- Net Assets, from consolidated = -$60000 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Unrealized Loss- Interest Rate Swap Contract = -$295385 |
| Form 990, Part I | In 2013, Lyric Opera of Chicago changed its fiscal year end from April 30 to June 30. Throughout the Form 990, any "Prior Year" information is for the two month period May 1, 2013 - June 30, 2013 only. |
| Form 990, Part V, Line 1a- Form 1096 | Lyric 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 | The 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 of the Board of Directors is charged under their Charter with the responsibility to review and establish objectives relevant to the General Director's 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. |
Comments