SARASOTA OPERA ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SARASOTA OPERA ASSOCIATION INC (EIN 23-7089047)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-03-12
- IRS object ID
- 201400719349300715
- Schema version
- 2012v2.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-12T10:01:09-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237089047 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarasota Opera Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | NameControl |
| Phone | 9413668450 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard A Russell | Name |
| Title | Executive Director | Title |
| Date Signed | 2014-03-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Aaron Mondon | Name |
| PTIN | P00755866 | PTIN |
| Phone | 9417481040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard A Russell | NameOfPrincipalOfficerPerson |
| Gross Receipts | 10319222 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sarasotaopera.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 142 | TotalNbrEmployees |
| Total Nbr Volunteers | 309 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3018316 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3197520 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3347960 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3284859 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 121541 | InvestmentIncomePriorYear |
| Investment Income Current Year | 387259 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 816945 | OtherRevenuePriorYear |
| Other Revenue Current Year | 615075 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7304762 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7484713 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3756463 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3903749 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 384200 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5342070 | OtherExpensePriorYear |
| Other Expenses Current Year | 4738663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9108333 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8649412 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1803571 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1164699 | RevenuesLessExpensesCY |
| Total Assets BOY | 22579534 | TotalAssetsBOY |
| Total Assets EOY | 21513297 | TotalAssetsEOY |
| Total Liabilities BOY | 2215104 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1689411 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20364430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19823886 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6545258 | Expense |
| Revenue | 3792739 | Revenue |
| Description | Sarasota Opera presented 41 opera performances; 9 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. | Description |
| Total Program Service Expense | 6545258 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 323 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 142 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEN TARASI | NamePerson |
| Telephone Number | 9413668450 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Mary Cook | ||||||||
| b Guild Preside | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Janet Huelster | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jack Wright | ||||||||
| treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Donald J Worthington | ||||||||
| Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| J Summer Bagby | ||||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jo Ann Frye | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| David Chaifetz | ||||||||
| Vice Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Linda Moretti | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Stan Abshier | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Per-Erik Lindqvist | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Murray Bring | ||||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Bill Tompkins | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Carol English | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joshua McCoy | ||||||||
| VP, Inst. & Gov | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Syble Di Girolamo | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joel D Fedder | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mark Famiglio | ||||||||
| Trustee-LOA | 0.00 | 0.00 | X | 0 | 0 | 0 | ||
| Monte Davis | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Harold R Ronson | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Robert Benjamin | ||||||||
| LEGAL COUNSEL | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Edward C Bavaria | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joshua M Benaim | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ulysses Brualdi | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Victor DeRenzi | ||||||||
| Artistic Direct | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Richard Degennaro | ||||||||
| B Guild Preside | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jonathan S Coleman | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kenneth Tarasi | ||||||||
| Dir. of Finance | 40.00 | 0.00 | 96855 | 0 | 0 | X | ||
| Richard Russell | ||||||||
| Executive Direc | 40.00 | 0.00 | 104103 | 0 | 2172 | X | ||
| Susan T Danis | ||||||||
| Exec Dir | 40.00 | 0.00 | 107591 | 0 | 2715 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 308549 | TotalReportableCompFromOrg |
| Total Other Compensation | 4887 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DERENZI & SUNDINE INC | |||||
| 210 WEST 101 ST 9E | NEW YORK | NY | 10025 | ARTISTIC DIRECTION | 394502 |
| Burton W Wiand | |||||
| 5505 West Gray Street | Tampa | FL | 33609 | Settlement liab pmts | 163183 |
| Asolo Scenic Studio | |||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | Building Sets | 139224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 5645 | FundraisingEvents |
| Related Organizations | 128751 | RelatedOrganizations |
| Government Grants | 174726 | GovernmentGrants |
| All Other Contributions | 2888398 | AllOtherContributions |
| Total Contributions | 3197520 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SARASOTA YOUTH OPERA | 711110 | 161060 | 161060 |
| RENTAL INCOME | 711110 | 282128 | 282128 |
| OPERA PRODUCTIONS | 711110 | 2841671 | 2841671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3284859 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 185340 | TotalRevenueColumn |
| Exclusion | $185,340 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2728843 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2526924 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201919 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201919 | TotalRevenueColumn |
| Exclusion | $201,919 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 414780 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5645 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 307585 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107195 | TotalRevenueColumn |
| Exclusion | $107,195 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 711110 | BusinessCode |
| Total Revenue Column | 507880 | TotalRevenueColumn |
| Related Or Exempt Function Income | 507880 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 507880 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7484713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3792739 | RelatedOrExemptFunctionIncome |
| Exclusion | $494,454 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 7000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308549 | Total |
| Program Services | 226084 | ProgramServices |
| Management And General | 71207 | ManagementAndGeneral |
| Fundraising | 11258 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3368398 | Total |
| Program Services | 2468134 | ProgramServices |
| Management And General | 777364 | ManagementAndGeneral |
| Fundraising | 122900 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2390 | Total |
| Management And General | 2390 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100407 | Total |
| Program Services | 21840 | ProgramServices |
| Management And General | 67987 | ManagementAndGeneral |
| Fundraising | 10580 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124005 | Total |
| Program Services | 75387 | ProgramServices |
| Management And General | 34314 | ManagementAndGeneral |
| Fundraising | 14304 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6110 | Total |
| Management And General | 6110 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30580 | Total |
| Management And General | 30580 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46193 | Total |
| Program Services | 46193 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191 | Total |
| Management And General | 191 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204888 | Total |
| Program Services | 22858 | ProgramServices |
| Management And General | 182030 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51156 | Total |
| Program Services | 29343 | ProgramServices |
| Management And General | 7691 | ManagementAndGeneral |
| Fundraising | 14122 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22165 | Total |
| Management And General | 16162 | ManagementAndGeneral |
| Fundraising | 6003 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288507 | Total |
| Program Services | 259466 | ProgramServices |
| Management And General | 29041 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200313 | Total |
| Program Services | 163151 | ProgramServices |
| Management And General | 10510 | ManagementAndGeneral |
| Fundraising | 26652 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7579 | Total |
| Management And General | 6904 | ManagementAndGeneral |
| Fundraising | 675 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4313 | Total |
| Management And General | 4313 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866305 | Total |
| Program Services | 835017 | ProgramServices |
| Management And General | 31288 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213825 | Total |
| Program Services | 213825 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| General Pgm & Admin | 123546 | 69260 | 41808 | 12478 |
| IATSE SUMMARY | 442275 | 442275 | ||
| rent & housing | 538229 | 355893 | 182336 | |
| production | 1232925 | 1207368 | 5067 | 20490 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459563 | Total |
| Program Services | 102164 | ProgramServices |
| Management And General | 212661 | ManagementAndGeneral |
| Fundraising | 144738 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8649412 | Total |
| Program Services | 6545258 | ProgramServices |
| Management And General | 1719954 | ManagementAndGeneral |
| Fundraising | 384200 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5403 | BOY |
| EOY | 8100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564533 | BOY |
| EOY | 1050549 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733577 | BOY |
| EOY | 767334 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84572 | BOY |
| EOY | 74036 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47110 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138916 | BOY |
| EOY | 54239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22257330 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7455516 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15668119 | BOY |
| EOY | 14801814 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5319988 | BOY |
| EOY | 4757225 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17316 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22579534 | BOY |
| EOY | 21513297 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350847 | BOY |
| EOY | 378717 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1118876 | BOY |
| EOY | 1119131 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664502 | BOY |
| EOY | 191563 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80879 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2215104 | BOY |
| EOY | 1689411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14655949 | BOY |
| EOY | 15157561 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1728271 | BOY |
| EOY | 651115 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3980210 | BOY |
| EOY | 4015210 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20364430 | BOY |
| EOY | 19823886 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22579534 | BOY |
| EOY | 21513297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1164699 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 414525 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 209630 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4048690 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2232632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3335394 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3086284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3197520 | CurrentTaxYear |
| Total | 15900520 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3661549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4033291 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3317069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3727404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3455155 | CurrentTaxYear |
| Total | 18194468 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7710239 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6265923 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6652463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6813688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6652675 | CurrentTaxYear |
| Total | 34094988 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1764686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 295211 | CurrentTaxYearMinus3Years |
| Total | 2059897 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1764686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 295211 | CurrentTaxYearMinus3Years |
| Total | 2059897 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 32035091 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 231662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 157496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 599865 | CurrentTaxYear |
| Total | 1268104 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 231662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 157496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 599865 | CurrentTaxYear |
| Total | 1268104 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 137069 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 388511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 437501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 507880 | CurrentTaxYear |
| Total | 1828247 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8078970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6811974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7167245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7372730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7760420 | CurrentTaxYear |
| Total | 37191339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86140 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03410 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02770 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5016599 | BeginningOfYearBalance |
| Contributions | 35000 | Contributions |
| Investment Earnings Or Losses | 738037 | InvestmentEarningsOrLosses |
| Other Expenditures | 1032411 | OtherExpenditures |
| End Of Year Balance | 4757225 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4828354 | BeginningOfYearBalance |
| Contributions | 405874 | Contributions |
| Investment Earnings Or Losses | 145628 | InvestmentEarningsOrLosses |
| Other Expenditures | 363257 | OtherExpenditures |
| End Of Year Balance | 5016599 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4180076 | BeginningOfYearBalance |
| Contributions | 29400 | Contributions |
| Investment Earnings Or Losses | 768014 | InvestmentEarningsOrLosses |
| Other Expenditures | 149136 | OtherExpenditures |
| End Of Year Balance | 4828354 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3779980 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 515096 | InvestmentEarningsOrLosses |
| Other Expenditures | 125000 | OtherExpenditures |
| End Of Year Balance | 4180076 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5722541 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1405441 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3779980 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07680 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83830 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08490 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 753213 | OtherCostOrOtherBasis |
| Book Value | 753213 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18660584 | OtherCostOrOtherBasis |
| Depreciation | 5228396 | Depreciation |
| Book Value | 13432188 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2416944 | OtherCostOrOtherBasis |
| Depreciation | 1968994 | Depreciation |
| Book Value | 447950 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 426589 | OtherCostOrOtherBasis |
| Depreciation | 258126 | Depreciation |
| Book Value | 168463 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14801814 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8208370 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 414525 | NetUnrealizedGainsInvestments |
| Other Revenues | 1547 | OtherRevenues |
| Revenue Not Rptd F990 | 416072 | RevenueNotRptdF990 |
| Revenue Subtotal | 7792298 | RevenueSubtotal |
| Other Revenues Not Included | -307585 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -307585 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7484713 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8876118 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 226706 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 226706 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8649412 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8649412 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | special events expense $307585 change in value of interest rate swap $-80879 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Arlington Revenue $1547 |
| Part X | Part X : FIN48 Footnote | The Sarasota Opera Association, Inc. (Opera) is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Management believes the Opera has no material unrecognized income tax benefits or liabilities, including any potential loss of their tax exempt status. The Opera has no ongoing federal, state or local tax audits; however, the Opera tax returns for fiscal year ended 2010 and subsequent years remain open to examination. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | TO PROVIDE A STABLE FLOW OF RESOURCES FOR CURRENT OPERATIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT GALA | NameOfEvent1 |
| Gross Receipts Event1 | 115515 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 115515 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 72823 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Verdi Concert | NameOfEvent2 |
| Gross Receipts Event2 | 91637 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 91637 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 56679 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 213273 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5645 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 207628 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 178083 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 420425 | GrossReceiptsTotal |
| Charitable Contributions Total | 5645 | CharitableContributionsTotal |
| Gross Revenue Total Events | 414780 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 307585 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 307585 | DirectExpenseSummaryEvents |
| Net Income Summary | 107195 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | financial scholarship | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 7000 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Susan T Danis | NamePerson |
| Title | Exec Dir | Title |
| Base Compensation Filing Org | 85091 | BaseCompensationFilingOrg |
| Bonus Filing Org | 22500 | BonusFilingOrg |
| Nontaxable Benefits Filing Org | 2715 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 110306 | TotalCompensationFilingOrg |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Famiglio | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 106313 | AmountOfTransaction |
| Description Of Transaction | Warehouse Rental | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Investment in Arlington transfered to SOA = $127204 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | change in value of interest rate swap = $80879 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Arlington Revenue = $1547 | Form 990, Part XI, Line 9 |
| 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 VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | internal budgets are compared to industry standards as published by opera america- an association of opera companies. | Form 990, Part VI, Line 15b |
| 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 12c |
| 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 11b |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARLINGTON SUPPORTING ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 N PINEAPPLE AVE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546693209 | EIN |
| Primary Activities | TO SUPPORT SARASOTA OPERA ASSOCIATION | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARLINGTON SUPPORTING ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 128751 | AmountInvolved |
| Method Of Amt Determination | Actual | MethodOfAmtDetermination |
Comments