LYRIC OPERA OF CHICAGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LYRIC OPERA OF CHICAGO (EIN 36-6008929)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2014-03-11
- IRS object ID
- 201440709349300114
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-11T08:29:06-07:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366008929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lyric Opera of Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LYRI | NameControl |
| Phone | 3123322244 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R Brent Fisher | Name |
| Title | Asst Treas/Dir Finan | Title |
| Date Signed | 2014-03-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 105743950 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lyricopera.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 109 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 95 | NbrIndependentVotingMembers |
| Total Nbr Employees | 936 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 439674 | TotalGrossUBI |
| Contributions Grants Prior Year | 24818861 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31898109 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25970946 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23502728 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2238376 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3775352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1251450 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1566918 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 54279633 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60743107 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 920701 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 943665 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38808881 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37284991 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 732 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 396 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3371524 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24083549 | OtherExpensePriorYear |
| Other Expenses Current Year | 24774539 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 63813863 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63003591 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9534230 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2260484 | RevenuesLessExpensesCY |
| Total Assets BOY | 258235725 | TotalAssetsBOY |
| Total Assets EOY | 271424707 | TotalAssetsEOY |
| Total Liabilities BOY | 98776448 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 99485640 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 159459277 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 171939067 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 52517234 | Expense |
| Grants | 943665 | Grants |
| Revenue | 23087169 | Revenue |
| Description | During the fiscal year, 68 performances, 2 concerts, 1 free outdoor concert and 8 final dress rehearsals were produced by Lyric Opera of Chicago. These performances were attended by approximately 234,400 people. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1487614 | Expense |
| Revenue | 554986 | Revenue |
| Description | Lyric Unlimited, a new 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 850 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 102,700. Please note, as required by the instructions, the revenue disclosed here does not include contributed revenue for these programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 73630 | Expense |
| Revenue | 30000 | Revenue |
| Description | Three other public performances were held in the facility during the fiscal year, with total attendance of approximately 6,500. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 54078478 | 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 | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | 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 | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | 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 | 263 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 936 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| 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 | 109 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 95 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | 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 | false | 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 |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RB Fisher Lyric Opera of Chgo | NamePerson |
| Telephone Number | 3123322244 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (115 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Fleming Renee | |||||||||
| Vice President | 20.00 | 0.00 | X | X | 628875 | 0 | 214 | ||
| Davis Sir Andrew | |||||||||
| Vice President | 20.00 | 0.00 | X | X | 815710 | 0 | 0 | ||
| Fisher R Brent | |||||||||
| Asst Treasurer | 40.00 | 0.00 | X | X | 147389 | 0 | 26987 | ||
| Dowsek Richard | |||||||||
| Asst Treasurer | 40.00 | 0.00 | X | X | 310288 | 0 | 34295 | ||
| Mathieson Mayer Susan | |||||||||
| Asst Secretary | 40.00 | 0.00 | X | X | 237881 | 0 | 50967 | ||
| Selander Mary L | |||||||||
| Asst Secretary | 40.00 | 0.00 | X | X | 278958 | 0 | 34404 | ||
| Landmesser Drew | |||||||||
| Deputy Gen Dir | 40.00 | 0.00 | X | X | 203430 | 0 | 58390 | ||
| Freud Anthony | |||||||||
| Gen Dir & COO | 40.00 | 0.00 | X | X | 563736 | 0 | 47664 | ||
| White Miles D | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Washlow Roberta L | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Tolan Mary A | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Tilton Glenn | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Tieken Theodore D | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Thomas Cheryl T | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Thierer Mark A | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Szokol Pam | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Smith Eric S | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Shapiro Brenda M | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Serlin Marsha | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Schreuder Jana R | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Schreiber Rodd M | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Sandner John F | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Rubinelli Jr Joseph O | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Rouse Edward B | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Rosenkranz Ricardo | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Roche Collin E | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Reynolds III Thomas A | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Reyes J Christopher | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Raitt John R | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Porrello Kenneth J | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Piller Bruce J | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Pedersen Peer | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Osborne William H | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Osborn William A | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Ormesher David T | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Olopade Olufummilayo | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Oleniczak John W | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Oberlander Sharon F | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Norgan Ken R | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Neil Sylvia | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Neal Jeffrey C | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Myers Linda K | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Muchin Allan B | |||||||||
| Trustee | 2.50 | 0.00 | X | 0 | 0 | 0 | |||
| Morrison Robert S | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Modruson Frank B | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| McKenna Andrew J | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| McGarvie Blythe J | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| McCullen Robert J | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| McBreen Maura Ann | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Martin Craig C | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Malott Robert H | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Mabie James W | |||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Levy Richard A | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Lakonishok Josef | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Knowles Nancy W | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Kaplan Stephen A | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Jordan II John W | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Jones Gregory K | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Jenkins Terry A | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Hurvis J Thomas | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Hirschfield Eric L | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Hightman Carrie J | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Heagy Thomas C | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Hay Mary Pat | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Gross Dietrich M | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Gray Melvin | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Gray Avrum | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Gottlieb Howard L | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Gledhill Brent W | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Gillis Ruth Ann M | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Gidwitz Ronald J | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Florian Sonia | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Fisher Russell W | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Field Lawrence I | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Ferro Jr Michael W | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Ferguson Mark E | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Farrell W James | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Eichelberger Sheri A | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Edlis Stefan T | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Edelman John D | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Drake Ann | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| DeCross Derek | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Crowe John V | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Croghan John W | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Couto Vinay | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Cole Michael P | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Colburn Richard W | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Christen Timothy L | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Carpenter David W | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Cameron Marion A | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Bulley III Allan E | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Buchbinder Gilda | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Berlin Melvin | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Beitler Stephen S | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Bay Jr James N | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Baskes Julie | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Anderson Paul F | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Anderson Anthony K | |||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Amboian John P | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Addington MD Whitney | |||||||||
| Trustee | 1.50 | 0.00 | X | 0 | 0 | 0 | |||
| Abelson Katherine A | |||||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| Carbone Paul J | |||||||||
| Treasurer | 2.50 | 0.00 | X | X | 0 | 0 | 0 | ||
| Van Eekeren Donna | |||||||||
| Secretary | 1.50 | 0.00 | X | X | 0 | 0 | 0 | ||
| Vance William C | |||||||||
| Vice President | 1.50 | 0.00 | X | X | 0 | 0 | 0 | ||
| Ryan Shirley Welsh | |||||||||
| Vice President | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Alexander James L | |||||||||
| Vice President | 3.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Crown Lester | |||||||||
| Exec Cmte Chair | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Pigott Kenneth G | |||||||||
| President & CEO | 5.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Kiphart Richard P | |||||||||
| Chairman | 2.50 | 0.00 | X | X | 0 | 0 | 0 | ||
| Jabin Christopher | |||||||||
| Dir Institutl Giv | 40.00 | 0.00 | 245240 | 0 | 47666 | X | |||
| Perry Brian | |||||||||
| Princ Trumpet-Ret | 30.00 | 0.00 | 197389 | 0 | 10705 | X | |||
| Bauchens Robert | |||||||||
| Princ Tuba- Retir | 30.00 | 0.00 | 195443 | 0 | 13235 | X | |||
| Reilly Jr William | |||||||||
| Master Carpenter | 43.00 | 0.00 | 192996 | 0 | 54039 | X | |||
| Morganstern Daniel | |||||||||
| Princ Cello- Retir | 30.00 | 0.00 | 192649 | 0 | 13004 | X | |||
| Mason William | |||||||||
| Gen Dir Emeritus | 20.00 | 0.00 | 1019923 | 0 | 15979 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5229907 | TotalReportableCompFromOrg |
| Total Other Compensation | 407549 | TotalOtherCompensation |
| Number Individuals GT100 K | 56 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Thelma E June Rodgers LLC | |||||
| 212 West Washington | Chicago | IL | 60606 | Telemarketing | 240995 |
| Performance Clean | |||||
| One Brewers Way | Milwaukee | WI | 53214 | Cleaning Services | 294131 |
| Jewell Events Catering | |||||
| 424 N Wood St | Chicago | IL | 60622 | Catering | 589667 |
| Calihan Catering | |||||
| 833 W Haines | Chicago | IL | 60622 | Catering | 898495 |
| Allied Live LLC | |||||
| 5 Penn Plaza | New York | NY | 10001 | Advertising Agency | 244199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Fundraising Events | 2506344 | FundraisingEvents |
| Government Grants | 109923 | GovernmentGrants |
| All Other Contributions | 29281842 | AllOtherContributions |
| Noncash Contributions | 1328994 | NoncashContributions |
| Total Contributions | 31898109 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Ticket Sales | 711190 | 22343885 | 22343885 |
| Ticket Hndlg/Exchg Fees | 711190 | 317312 | 317312 |
| Production Rentals | 711190 | 206765 | 206765 |
| Miscellaneous | 900099 | 74073 | 74073 |
| Educational Activities | 711190 | 530693 | 530693 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23502728 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2201120 | TotalRevenueColumn |
| Unrelated Business Revenue | -9049 | UnrelatedBusinessRevenue |
| Exclusion | $2,210,169 | 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 | 5814 | TotalRevenueColumn |
| Exclusion | $5,814 | ExclusionAmount |
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 | 44705192 | Securities |
| Other | 5895 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43129736 | Securities |
| Other | 7119 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1575456 | Securities |
| Other | -1224 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1574232 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1224 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,575,456 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 921545 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2506344 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1697229 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -775684 | TotalRevenueColumn |
| Exclusion | -$775,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 23600 | GrossIncomeGaming |
| Gaming Direct Expenses | 8230 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15370 | TotalRevenueColumn |
| Exclusion | $15,370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 740861 | GrossSalesOfInventory |
| Cost Of Goods Sold | 158529 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 582332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24293 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 76726 | UnrelatedBusinessRevenue |
| Exclusion | $481,313 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Party Reception Income | 532000 | 491014 | 324574 | $166,440 |
| Miscellaneous Revenue | 900099 | 162824 | $162,824 | |
| Dining Spaces | 900099 | 858644 | $858,644 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 226604 | TotalRevenueColumn |
| Related Or Exempt Function Income | 146358 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47423 | UnrelatedBusinessRevenue |
| Exclusion | $32,823 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1739086 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60743107 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23672155 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 439674 | UnrelatedBusinessRevenue |
| Exclusion | $4,733,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 943665 | Total |
| Program Services | 943665 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1642996 | Total |
| Program Services | 536711 | ProgramServices |
| Management And General | 561308 | ManagementAndGeneral |
| Fundraising | 544977 | 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 | 27972116 | Total |
| Program Services | 24148639 | ProgramServices |
| Management And General | 2309305 | ManagementAndGeneral |
| Fundraising | 1514172 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2344019 | Total |
| Program Services | 2116691 | ProgramServices |
| Management And General | 110027 | ManagementAndGeneral |
| Fundraising | 117301 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3315933 | Total |
| Program Services | 2878072 | ProgramServices |
| Management And General | 271737 | ManagementAndGeneral |
| Fundraising | 166124 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2009927 | Total |
| Program Services | 1704806 | ProgramServices |
| Management And General | 191804 | ManagementAndGeneral |
| Fundraising | 113317 | 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 | 165360 | Total |
| Program Services | 162500 | ProgramServices |
| Management And General | 2860 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 396 | Total |
| Fundraising | 396 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 877175 | Total |
| Management And General | 867349 | ManagementAndGeneral |
| Fundraising | 9826 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8333907 | Total |
| Program Services | 8012866 | ProgramServices |
| Management And General | 92182 | ManagementAndGeneral |
| Fundraising | 228859 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2165286 | Total |
| Program Services | 2165286 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767894 | Total |
| Program Services | 434023 | ProgramServices |
| Management And General | 147416 | ManagementAndGeneral |
| Fundraising | 186455 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337556 | Total |
| Program Services | 54971 | ProgramServices |
| Management And General | 282360 | ManagementAndGeneral |
| Fundraising | 225 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151185 | Total |
| Program Services | 151185 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1668073 | Total |
| Program Services | 1444147 | ProgramServices |
| Management And General | 159358 | ManagementAndGeneral |
| Fundraising | 64568 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692602 | Total |
| Program Services | 468039 | ProgramServices |
| Management And General | 170268 | ManagementAndGeneral |
| Fundraising | 54295 | 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 | 22753 | Total |
| Program Services | 3740 | ProgramServices |
| Management And General | 14654 | ManagementAndGeneral |
| Fundraising | 4359 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1728717 | Total |
| Program Services | 1694826 | ProgramServices |
| Management And General | 24386 | ManagementAndGeneral |
| Fundraising | 9505 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3085102 | Total |
| Program Services | 3002075 | ProgramServices |
| Management And General | 83027 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550309 | Total |
| Program Services | 365367 | ProgramServices |
| Management And General | 184942 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Radio Syndication Fees | 179500 | 179500 | ||
| Charge Card Fees | 535068 | 484257 | 50811 | |
| Tax Exempt Bond Fees | 586769 | 574008 | 3579 | 9182 |
| Production Exp- Purch/Rntl etc | 2406940 | 2406940 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520343 | Total |
| Program Services | 146164 | ProgramServices |
| Management And General | 71424 | ManagementAndGeneral |
| Fundraising | 302755 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63003591 | Total |
| Program Services | 54078478 | ProgramServices |
| Management And General | 5553589 | ManagementAndGeneral |
| Fundraising | 3371524 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636241 | BOY |
| EOY | 261988 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4006883 | BOY |
| EOY | 1924814 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23048771 | BOY |
| EOY | 30772870 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2740293 | BOY |
| EOY | 2192588 | 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 | 12733 | BOY |
| EOY | 11858 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2687897 | BOY |
| EOY | 4318214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 100530500 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51435319 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50540197 | BOY |
| EOY | 49095181 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68803840 | BOY |
| EOY | 72697972 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105745070 | BOY |
| EOY | 110135622 | 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 | 13800 | BOY |
| EOY | 13600 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258235725 | BOY |
| EOY | 271424707 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7466619 | BOY |
| EOY | 6983005 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12637579 | BOY |
| EOY | 13683529 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65700000 | BOY |
| EOY | 65700000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12972250 | BOY |
| EOY | 13119106 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98776448 | BOY |
| EOY | 99485640 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92925546 | BOY |
| EOY | 94527224 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43820199 | BOY |
| EOY | 54688311 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22713532 | BOY |
| EOY | 22723532 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159459277 | BOY |
| EOY | 171939067 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258235725 | BOY |
| EOY | 271424707 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2260484 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 14790488 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -50214 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23039121 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22483091 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23882388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24818861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31898109 | CurrentTaxYear |
| Total | 126121570 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23039121 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22483091 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23882388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24818861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31898109 | CurrentTaxYear |
| Total | 126121570 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3632711 | AmountsSubstContributorsTotal |
| Public Support Total170 | 122488859 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2844616 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2529524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2193399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2330166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2393307 | CurrentTaxYear |
| Total | 12291012 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3272168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2702075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3060966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4152800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2622341 | CurrentTaxYear |
| Total | 15810350 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 154222932 | TotalSupport |
| Gross Receipts From Admissions Etc | 129920700 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87660 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | true | AgentTrusteeEtc |
| Additions During Year | 51015 | AdditionsDuringYear |
| Distributions During Year | 51015 | DistributionsDuringYear |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39896727 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 4707217 | InvestmentEarningsOrLosses |
| Other Expenditures | 2076056 | OtherExpenditures |
| Administrative Expenses | 199178 | AdministrativeExpenses |
| End Of Year Balance | 42338710 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42428058 | BeginningOfYearBalance |
| Contributions | 22511 | Contributions |
| Investment Earnings Or Losses | -655904 | InvestmentEarningsOrLosses |
| Other Expenditures | 1775870 | OtherExpenditures |
| Administrative Expenses | 122068 | AdministrativeExpenses |
| End Of Year Balance | 39896727 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36889986 | BeginningOfYearBalance |
| Contributions | 43168 | Contributions |
| Investment Earnings Or Losses | 7487441 | InvestmentEarningsOrLosses |
| Other Expenditures | 1779435 | OtherExpenditures |
| Administrative Expenses | 213102 | AdministrativeExpenses |
| End Of Year Balance | 42428058 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22279157 | BeginningOfYearBalance |
| Contributions | 368696 | Contributions |
| Investment Earnings Or Losses | 7558320 | InvestmentEarningsOrLosses |
| Other Expenditures | -6786924 | OtherExpenditures |
| Administrative Expenses | 103111 | AdministrativeExpenses |
| End Of Year Balance | 36889986 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20237922 | BeginningOfYearBalance |
| Contributions | 2041235 | Contributions |
| Administrative Expenses | 22279157 | AdministrativeExpenses |
| End Of Year Balance | 22279157 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.53670 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.46330 | 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 | 696577 | OtherCostOrOtherBasis |
| Book Value | 696577 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88762640 | OtherCostOrOtherBasis |
| Depreciation | 45210387 | Depreciation |
| Book Value | 43552253 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8723663 | OtherCostOrOtherBasis |
| Depreciation | 4902821 | Depreciation |
| Book Value | 3820842 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2347620 | OtherCostOrOtherBasis |
| Depreciation | 1322111 | Depreciation |
| Book Value | 1025509 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49095181 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 110135622 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Swap Contract | $12,190,943 |
| Annuities Payable | $928,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13119106 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | 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 April 30, 2013 and 2012. There are no on-going federal, state or local tax audits, however, the Opera's tax returns for 2010 and subsequent years remain open to examination. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | 4.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.1e.The reclassification of $8,612,427 resulted from the adoption of UPMIFA and the related new audit disclosure requirements. This change is reflected in column D, line 1e. |
| Part IV, Line 1b | 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| South America | 0 | 0 | Fundraising-see page 5 | 11000 | |
| Europe | 0 | 0 | Fundraising-see page 5 | 214000 | |
| North America | 0 | 0 | Management/General | 1000 | |
| Europe | 0 | 0 | Management/General | 40000 | |
| Central Amer & Caribbean | 0 | 0 | Investments | 53151000 | |
| North America | 0 | 0 | Program Services | 2000 | Artistic/Production costs |
| Europe | 0 | 0 | Program Services | 1015000 | Artistic/Production costs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 54434000 | SubtotalAmountSpent |
| Total Amount Spent | 54434000 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | 3(6). 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.3(7). A trip to South America was part of the Wine Auction 2012 event, purchased by a patron in February 2012 for more than the cost paid by Lyric. Although Lyric's expense for this auction item was accrued in fiscal 2012, it was paid to an entity outside the US during the current fiscal year. | Explanation |
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 | Opera Ball | NameOfEvent1 |
| Gross Receipts Event1 | 826866 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 730116 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 96750 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 58398 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 115393 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 13324 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 102694 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fantasy of the Opera | NameOfEvent2 |
| Gross Receipts Event2 | 703415 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 587709 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 115706 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 37345 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 64369 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 11025 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 171768 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1897608 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1188519 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 709089 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 33085 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 279459 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3000 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 807369 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3427889 | GrossReceiptsTotal |
| Charitable Contributions Total | 2506344 | CharitableContributionsTotal |
| Gross Revenue Total Events | 921545 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 128828 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 459221 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 27349 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1081831 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1697229 | DirectExpenseSummaryEvents |
| Net Income Summary | -775684 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 23600 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 8230 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.91000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 23600 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 8230 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 8230 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 15370 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Janice Shucart | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Janice Shucart | GamingManagerNamePerson |
| Gaming Manager Services Provided | License renewal | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | true | CharitableDistribRequired |
| Amount Distributed | 15370 | AmountDistributed |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part III, Line 17b - Distributions Required Under State Law | IL $15370 |
| Schedule G - Additional Information | 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. $2.5 million of charitable contibutions were collected (Schedule G, Part II, line 2) for a true net income of $1.7 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick G & Shirley W Ryan Opera Center | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 362796630 | EINOfRecipient |
| Amount Of Cash Grant | 943665 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | opera school | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|
| Selander Mary L | ||||||
| Asst Secretary | 276041 | 2917 | 33468 | 936 | 313362 | |
| Reilly Jr William | ||||||
| Master Carpenter | 192996 | 36669 | 17370 | 247035 | ||
| Perry Brian | ||||||
| Princ Trumpet-Ret | 41830 | 155559 | 3967 | 6738 | 208094 | |
| Morganstern Daniel | ||||||
| Princ Cello- Retir | 57742 | 134907 | 6266 | 6738 | 205653 | |
| Mathieson Mayer Susan | ||||||
| Asst Secretary | 236573 | 1308 | 42888 | 8079 | 288848 | |
| Mason William | ||||||
| Gen Dir Emeritus | 147145 | 872778 | 15979 | 1035902 | 872778 | |
| Landmesser Drew | ||||||
| Deputy Gen Dir | 203430 | 43754 | 14636 | 261820 | ||
| Jabin Christopher | ||||||
| Dir Institutl Giv | 245240 | 29250 | 18416 | 292906 | ||
| Freud Anthony | ||||||
| Gen Dir & COO | 524236 | 39500 | 33156 | 14508 | 611400 | |
| Fleming Renee | ||||||
| Vice President | 628875 | 214 | 629089 | |||
| Fisher R Brent | ||||||
| Asst Treasurer | 147389 | 19178 | 7809 | 174376 | ||
| Dowsek Richard | ||||||
| Asst Treasurer | 293288 | 17000 | 33358 | 937 | 344583 | |
| Davis Sir Andrew | ||||||
| Vice President | 815710 | 815710 | ||||
| Bauchens Robert | ||||||
| Princ Tuba- Retir | 60570 | 134873 | 6520 | 6715 | 208678 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | noneavail | CUSIPNumber |
| Date Issued | 2008-08-18 | DateIssued |
| Issue Price | 3500000 | IssuePrice |
| Description Of Purpose | Purchase, construct & equip add'l Civic Opera Bldg space | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 3500000 | TotalProceeds |
| Capitalized Interest | 6382 | CapitalizedInterest |
| Issuance Costs From Proceeds | 70000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 3436382 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Percentage Of Prvt Business Re UBI | 0.00800 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00800 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | true | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ryan Opera Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | See Supplemental Info | RelationshipWithOrganization |
| Amount Of Grant | 943665 | AmountOfGrant |
| Type Of Assistance | Operational support | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (8 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| G Tilton-Chr Midwst Chase | |||
| Trustee | 489604 | Chase-normal course | false |
| E Smith-Mg Dir Chase Invst | |||
| Trustee | 489604 | Chase-normal course of biz | false |
| J Schreuder-PresPFNorthrn | |||
| Trustee | 215142 | NorthernTr-norm course biz | false |
| T Jenkins-EVP Head Harris | |||
| Trustee | 196971 | Harris Bk-norm course biz | false |
| R Gillis- Exec VP Exelon | |||
| Trustee | 278300 | Exelon-normal course biz | false |
| R Colburn- Trustee WTTW | |||
| Trustee | 274522 | WTTW-normal course of biz | false |
| R Fleming-ConsultSinger | |||
| Trustee | 728141 | Contracted Consultant | false |
| A Davis-Music DirConduct | |||
| Trustee | 792877 | Contracted Consultant | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part III, 1(b). The Ryan Opera Center does not meet the definition of "related organization" for purposes of reporting on IRS Form 990, Schedule R. However, the General Director and Director of Finance of Lyric Opera are board members of the Ryan Opera Center. As a result, the grant provided to the Ryan Opera Center is reported here on Schedule L, Part III. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 67 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1266548 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV date rec'd | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Costume items | 1 | 4759 | Donor est |
| X | Office furnitur | 10 | 1500 | Donor est |
| X | Auction items | 184 | 56187 | Donor est |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | Lyric Opera of Chicago hired events.org to coordinate and process electronic bidding on their devices for the auction portion of the Fantasy of the Opera event. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Unrealized Loss- Interest Rate Swap Contract = -$29499 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Ryan Opera Center- Net Assets, from consolidated = -$20715 | Form 990, Part XI, Line 9 |
| 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. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 15b. 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 2013 compensation arrangements on September 21, 2012. 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 15b |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 15a. The process of determining compensation of the organization's General Director included the following:1) The Compensation Committee, made up of nine independent board members, met on March 7, 2011 and April 11, 2011 and reviewed various compensation scenarios for the new General Director Designate. 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. The Executive Committee gave final approval on the negotiated contract determining compensation and benefits for the five years ending June 30, 2016. A report of the Search Committee, consisting of 12 Board members, was made regarding the terms and requested ratification of the General Director's appointment, and documented in the April 2011 Board meeting minutes. | Form 990, Part VI, Line 15a |
| 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 12c |
| 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 11b |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | Lyric Opera of Chicago's Bylaws were updated in February 2013. Significant changes include the addition of the Deputy General Director as an officer of the Board of Directors, a change in the fiscal year to July-June(from May-April), and the addition of a sixth standing committee (Lyric Unlimited).The Mission Statement was updated, to more fully express Lyric's mission, as included in Part III. | Form 990, Part VI, Line 4 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Katherine A. Abelson, Julie Baskes, Richard Dowsek, Anthony Freud, Melvin Gray, Mr. and Mrs. Richard P. Kiphart, Mr. and Mrs. Kenneth G. Pigott, William C. Vance and Donna Van Eekeren- business relationshipJohn P. Amboian, Lester Crown, Michael W. Ferro, Jr., Richard P. Kiphart, Andrew J. McKenna and J. Christopher Reyes- 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 relationshipMichael W. Ferro, Jr. and J. Christopher Reyes -business relationshipMichael W. Ferro, Jr. 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 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 relationshipAvrum Gray and Allan D. Muchin- business relationshipJ. Thomas Hurvis and Richard P. Kiphart- business relationshipJohn W. Jordan, II, J. Christopher Reyes and Shirley Welsh Ryan- business relationshipRichard P. Kiphart and James W. Mabie- business relationshipAndrew J. McKenna, J. Christopher Reyes, Shirley Welsh Ryan and John F. Sandner- business relationshipWilliam A. Osborn and J. Christopher Reyes- business relationshipSir Andrew Davis, Trustee and Music Director/Conductor for Lyric Opera of Chicago, is married to Gianna Rolandi, Director for the Ryan Opera Center. | Form 990, Part VI, Line 2 |
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