2013-01-15T14:59:49-06:00 2012-08-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2011-09-01 391789514 MADISON OPERA INC MADI 6082388085 3414 MONROE ST MADISON WI 537111702 KATHRYN SMITH 6082388085 2013-01-15 1 SCOTT HAUMERSEN CPA P00084908 6082744020 2011 2016-02-25 16:41:14Z KATHRYN SMITH 3414 MONROE ST MADISON WI 537111702 1547126 0 X WWW.MADISONOPERA.ORG X 1961 WI MADISON OPERA PRODUCED THREE MAINSTAGE OPERAS AT THE OVERTURE CENTER FOR THE ARTS AS WELL AS THE SUMMER CONCERT, OPERA IN THE PARK, DURING THE 2011-2012 SEASON. IN ADDITION, THE COMPANY OFFERED EXTENSIVE COMMUNITY OUTREACH AND YOUTH EDUCATION PROGRAMS TO THE GREATER MADISON AREA, PROVIDING INTRODUCTIONS AND ACCESSIBILITY TO THE OPERATIC ART FORM. 24 24 16 100 -6039 -837 886062 918207 707836 530824 714 446 13622 20167 1608234 1469644 0 0 0 0 342978 358795 0 0 210163 1444265 1344281 1787243 1703076 -179009 -233432 1424995 1737190 401524 947151 1023471 790039 X THE MISSION OF MADISON OPERA IS TO PRODUCE OPERAS OF THE HIGHEST ARTISTIC STANDARDS. 1 0 1129494 471216 DURING THE 2011-2012 SEASON, MADISON OPERA PRODUCED TWO PERFORMANCES OF EUGENE ONEGIN THAT WERE ATTENDED BY OVER 3,000 PEOPLE, FOUR PERFORMANCES OF GALILEO GALILEI THAT WERE ATTENDED BY APPROXIMATELY 1,400 PEOPLE, AND TWO PERFORMANCES OF CINDERELLA THAT WERE ATTENDED BY APPROXIMATELY 3,200 PEOPLE. MADISON OPERA ALSO PRESENTED A STUDENT MATINEE PERFORMANCE OF CINDERELLA THAT WAS ATTENDED BY APPROXIMATELY 1,400 STUDENTS. THE SEASON ENDED WITH OPERA IN THE PARK, A FREE ANNUAL OUTDOOR CONCERT ATTENDED BY AN ESTIMATED CROWD OF OVER 14,000. 55362 59608 MADISON OPERA HELD VARIOUS EDUCATIONAL PROGRAMS DURING THE YEAR, INCLUDING THREE OPERA UP CLOSE PRESENTATIONS, A LECTURE AND ARTISTS ROUNDTABLE SERIES THAT WERE ATTENDED BY APPROXIMATELY 270 PEOPLE, A SEASON OPENER DINNER EVENT PRIOR TO EUGENE ONEGIN THAT WAS ATTENDED BY ABOUT 80 PEOPLE, OUR ANNUAL FUNDRAISING DINNER PRIOR TO CINDERELLA ATTENDED BY 150 PEOPLE, A PRELUDE DINNER AT OPERA IN THE PARK THAT WAS ATTENDED BY 300 PEOPLE, OUT AT THE OPERA ATTENDED BY 40 PEOPLE, FOUR "MEET THE ARTISTS" RECEPTIONS ATTENDED BY OVER 500 PEOPLE, AND OPERA TRIPS TO THE LYRIC OPERA IN CHICAGO AND TO RAVINIA PARK IN HIGHLAND PARK, ILLINOIS, WITH AN AVERAGE OF ABOUT 30 INDIVIDUALS PER TRIP. 1184856 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 106 2 16 1 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 WI X JENNIFER FENSTER 6082388085 3414 MONROE ST MADISON WI 537111702 STEPHEN HURLEY 1.00 X X 0 0 0 TOM TERRY 1.00 X X 0 0 0 SALLY MILEY 1.00 X X 0 0 0 TOM WILKINSON 1.00 X X 0 0 0 JOYCE HIRSCH 1.00 X X 0 0 0 CATE FURAY 1.00 X X 0 0 0 CARLA ALVARADO 1.00 X 0 0 0 PHILLIP CERTAIN 1.00 X 0 0 0 GEORGE CROAL 1.00 X 0 0 0 ROBERT DINNDORF 1.00 X 0 0 0 JAMES EBBEN 1.00 X 0 0 0 CHARLES FORD 1.00 X 0 0 0 GINA GIALAMAS 1.00 X 0 0 0 JIM GREER 1.00 X 0 0 0 DAVID HART 1.00 X 0 0 0 FRAN KLOS 1.00 X 0 0 0 SUSAN LIPP 1.00 X 0 0 0 PATTI LUCAS 1.00 X 0 0 0 PETER LUNDBERG 1.00 X 0 0 0 MICHAEL MCARDLE 1.00 X 0 0 0 CONNIE MAXWELL 1.00 X 0 0 0 CHARLES MUELLER 1.00 X 0 0 0 J MARSHALL OSBORN 1.00 X 0 0 0 JAN VON HADEN 1.00 X 0 0 0 KATHRYN SMITH 40.00 X 38963 0 954 38963 0 954 0 0 0 0 MADISON SYMPHONY ORCHESTRA INC 222 W WASHINGTON AVE MADISON WI 537032719 MUSICIANS FOR OPERA PERFORMANCES 159927 1 19818 208153 38210 652026 12340 918207 TICKET SALES 711110 471216 471216 PROGRAM EVENTS 711110 44769 44769 OTHER PROGRAM SERVICES 711110 14839 14839 530824 366 366 13680 2031 22294 4291 -8614 -2260 -10874 -10874 17763 17683 80 80 80 46450 19818 28374 18076 18076 12970 4840 8130 8130 ADVERTISING REVENUE 541800 4835 4835 4835 1469644 530824 -6039 26652 95615 38175 28720 28720 236982 91247 111095 34640 3267 1520 1080 667 6168 2327 2841 1000 16763 5652 8500 2611 8588 8588 8811 8811 191 191 662884 650559 12325 86634 86634 333113 246062 46402 40649 6581 3874 2707 15758 15758 118665 58265 60400 49365 48720 645 4890 3542 1138 210 2598 2598 5838 5838 17336 17336 SALES TAXES 23029 23029 1703076 1184856 308057 210163 44886 45733 226131 96846 844400 431126 13819 5591 51394 60939 1182988 86033 227793 1096955 16572 1424995 1737190 11348 51661 300413 292799 89763 594691 0 8000 401524 947151 X -170322 -169336 1193793 959375 1023471 790039 1424995 1737190 -233432 0 X 0 1 1 X 0 X 1137348 1127535 2008293 886062 918207 6077445 1137348 1127535 2008293 886062 918207 6077445 510845 5566600 273 228 59 475 366 1401 6078846 3491598 0.91570 0.85000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92500 92500 1084132 79788 1004344 6356 6245 111 1096955 DUE TO MADISON OPERA FOUNDATION INC. 8000 8000 1469644 1703076 -233432 -233432 1586265 57013 -191 56822 1529443 -59799 -59799 1469644 1819697 57013 59799 116812 1702885 191 191 1703076 PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -191. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -26,585. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -28,374. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B -4,840. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 26,585. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 28,374. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B 4,840. SPRING EVENT 19025 3150 15875 9293 1628 OPERA IN THE PARK PRELUDE DINNER 24500 24500 7633 5056 2 22743 16668 6075 4131 633 66268 19818 46450 21057 7317 28374 18076 X 4 12044 QUOTED MARKET PRICES X SUPPLIES 2 296 COST/SELLING PRICE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 MADISON OPERA PURCHASED A COMMERCIAL CONDOMINIUM IN 2012 WITH THE INTENT OF MOVING INTO THE SPACE IN 2013. IN ADDITION TO ADMINISTRATIVE OFFICES, THE SPACE WILL INCLUDE REHEARSAL SPACE THAT WILL BE USED BY MADISON OPERA AS WELL AS BY OTHER LOCAL ARTS ORGANIZATIONS. THE SPACE WILL ALSO BE USED TO EXPAND EDUCATIONAL PROGRAMS, ARTISTS' LECTURES, AND BROWN BAG LUNCH RECITALS AND TO HOLD MINI LECTURES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S GENERAL DIRECTORS AND DIRECTOR OF FINANCE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF ITS DIRECTORS AND OFFICERS, WHO ARE CONSIDERED INTERESTED PERSONS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON MUST LEAVE THE MEETING OF THE GOVERNING BODY WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE GOVERNING BODY WILL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. ALL DIRECTORS AND OFFICERS MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S GOVERNING BODY ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE ORGANIZATION'S GENERAL DIRECTOR. THE GOVERNING BODY REVIEWS COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS IN DETERMINING THE GENERAL DIRECTOR'S COMPENSATION. THE GENERAL DIRECTOR'S COMPENSATION IS APPROVED BY THE MEMBERS OF THE GOVERNING BODY WITH AN OFFICIAL VOTE THAT IS DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MADISON OPERA FOUNDATION INC 3414 MONROE ST MADISON WI 537111702 392021767 SUPPORTING ORGANIZATION OF MADISON OPERA INC. WI 501(C)(3) LINE 11A, I MADISON OPERA INC 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MADISON OPERA FOUNDATION INC C 208153 FACE AMOUNT