FORT WORTH OPERA ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FORT WORTH OPERA ASSOCIATION INC (EIN 75-0945915)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-04
- IRS object ID
- 201311559349300136
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-04T16:38:48-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751458509 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYLANDER CLAY & OPITZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVERFRONT DRIVE SUITE 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750945915 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT WORTH OPERA ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORT | NameControl |
| Phone | 8177310833 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 GENDY STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARREN WOODS | Name |
| Title | GENERAL DIRECTOR | Title |
| Phone | 8177310833 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALISON WILLIAMS | Name |
| PTIN | P00509585 | PTIN |
| Phone | 8173322301 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DARREN WOODS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 GENDY STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4837893 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FWOPERA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 136 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3231093 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3707606 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 839566 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 860373 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 42749 | InvestmentIncomePriorYear |
| Investment Income Current Year | -354 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 44132 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26034 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4157540 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4593659 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1461087 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1605404 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 13014 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 513818 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2759180 | OtherExpensePriorYear |
| Other Expenses Current Year | 3278526 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4233281 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4883930 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -75741 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -290271 | RevenuesLessExpensesCY |
| Total Assets BOY | 1385819 | TotalAssetsBOY |
| Total Assets EOY | 1262525 | TotalAssetsEOY |
| Total Liabilities BOY | 550310 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 621357 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 835509 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 641168 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE, ENTERTAIN, AND EXPAND THE HORIZONS OF CURRENT AND FUTURE AUDIENCES AND ARTISTS THROUGH VARIETY AND ARTISTIC INTEGRITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3741117 | Expense |
| Revenue | 768406 | Revenue |
| Description | FORT WORTH OPERA ANNUALLY PRODUCES THE FORT WORTH OPERA FESTIVAL EACH SPRING WITH MULTIPLE PRODUCTIONS OVER THREE TO FOUR WEEKENDS THAT SERVE APPROXIMATELY 12,000 PATRONS EACH YEAR. THE FESTIVAL FEATURES THREE DIFFERENT PRODUCTIONS AT BASS PERFORMANCE HALL, WITH OTHER OCCASIONAL PERFORMANCES AT A SECONDARY THEATRE, THE FORT WORTH COMMUNITY ARTS CENTER. THE 2012 FESTIVAL FEATURED PERFORMANCES OF "TOSCA", "THE MARRIAGE OF FIGAR", AND "LYSISTRATA", ALL AT BASS PERFORMANCE HALL WITH A TOTAL OF NINE PERFORMANCE. SIX PERFORMANCES OF "THREE DECEMBERS" WERE PERFORMED AT THE COMMUNITY ARTS CENTER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 143395 | Expense |
| Description | THE FORT WORTH OPERA STUDIO, FOUNDED IN 2002, INCLUDES FOUR YOUNG ARTISTS CHOSEN FROM NATIONAL AUDITIONS TO BE IN RESIDENCE WITH FORT WORTH OPERA EACH YEAR TO CONTINUE THEIR TRAINING AS THEY PREPARE FOR PROFESSIONAL CAREERS. IN ADDITION TO PERFORMING IN CHILDREN'S OPERA THEATRE, THE ARTISTS ARE ASSIGNED ROLES IN FESTIVAL PRODUCTIONS, AND RECEIVE LESSONS AND COACHINGS, LANGUAGE AND MOVEMENT CLASSES, AND CLASSES ON OPERA AS A BUSINESS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27749 | Expense |
| Revenue | 91967 | Revenue |
| Description | CHILDREN'S OPERA THEATRE, IN EXISTENCE FOR OVER THIRTY YEARS, IS THE ONLY TOURING OPERA EDUCATION PROGRAM IN THE STATE OF TEXAS, REACHING OVER 40,000 STUDENTS EACH YEAR IN THE DALLAS-FORT WORTH METROPLEX, AS WELL AS AUSTIN, WACO, EDINBURGH (ON THE MEXICO BORDER) AND COMMUNITIES IN THE PANHANDLE OF TEXAS. PRODUCTIONS FOR THE 2011-2012 SCHOOL YEAR USED FAMILIAR STORIES PAIRED WITH WELL-KNOWN OPERAS TO BOTH ENTERTAIN AND EDUCATE CHILDREN INCLUDING "THE BREMEN TOWN MUSICIANS" AND "LITTLE RED'S MOST UNUSUAL DAY". | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3912261 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 163 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 136 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | 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 | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN STANLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8177310833 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 GENDY STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LOUISE B CARVEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHIL COOK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JILL FISCHER | ||||||
| CHAIRMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | X |
| KENNY FISCHER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JOHN FORESTNER MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEE B FREESE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH LESLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KRIS LINDSAY | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| NATALIE MURRAY MD | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| RITA O'FARRELL | ||||||
| SECRETARY, CHAIR DEVELOPMENT COMMITTEE | 1.00 | X | 0 | 0 | 0 | X |
| MAXWELL SCARLETT MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| G ROBERT STEPHENSON MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN SUTTON | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JAN AZIZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALFRED SAENZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANNE BASS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LUCY DARDEN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| SANDY COOK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GAIL COOKE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DICK FAHY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CATHY HIRT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARY PENCIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CRYSTAL MARRA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JARRELL MILBURN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JO ANN PATTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KELLY SOROKOLIT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DARREN WOODS | ||||||
| GENERAL DIRECTOR | 40.00 | 174565 | 0 | 11303 | X | |
| KAREN HOLCOMB | ||||||
| FINANCE DIRECTOR | 40.00 | 67569 | 0 | 9434 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 242134 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20737 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FORT WORTH SYMPHONY ORCHESTRA | |||||
| 330 EAST 4TH STREET STE 200 | FORT WORTH | TX | 76102 | CONTRACTED MUSICIANS FOR PRODUCTIONS | 217951 |
| PERFORMING ARTS FORT WORTH | |||||
| 525 COMMERCE ST | FORT WORTH | TX | 76102 | THEATRE AND EQUIPMENT RENTALS | 214168 |
| MATCHBOX STUDIO | |||||
| 3013 CANTON ST | DALLAS | TX | 75226 | GRAPHIC ARTS DESIGN, TURNKEY ARTWORK & C | 136864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 184246 | FundraisingEvents |
| Government Grants | 31186 | GovernmentGrants |
| All Other Contributions | 3492174 | AllOtherContributions |
| Noncash Contributions | 13862 | NoncashContributions |
| Total Contributions | 3707606 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 711110 | 735249 | 735249 |
| EDUCATION - PERF FEES | 711110 | 91967 | 91967 |
| PRODUCTION RENTALS | 711110 | 33157 | 33157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 860373 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7663 | TotalRevenueColumn |
| Exclusion | $7,663 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 144519 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 152536 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8017 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8017 | TotalRevenueColumn |
| Exclusion | -$8,017 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 115456 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 184246 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 91698 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23758 | TotalRevenueColumn |
| Exclusion | $23,758 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MERCHANDISE SALES | 453220 | 1213 | 1213 |
| MISCELLANEOUS INCOME | 900099 | 1063 | 1063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2276 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4593659 | TotalRevenueColumn |
| Related Or Exempt Function Income | 862649 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,404 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293231 | Total |
| Program Services | 190600 | ProgramServices |
| Management And General | 29323 | ManagementAndGeneral |
| Fundraising | 73308 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089179 | Total |
| Program Services | 707966 | ProgramServices |
| Management And General | 108918 | ManagementAndGeneral |
| Fundraising | 272295 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5371 | Total |
| Program Services | 3491 | ProgramServices |
| Management And General | 537 | ManagementAndGeneral |
| Fundraising | 1343 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100112 | Total |
| Program Services | 65073 | ProgramServices |
| Management And General | 10011 | ManagementAndGeneral |
| Fundraising | 25028 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117511 | Total |
| Program Services | 76382 | ProgramServices |
| Management And General | 11751 | ManagementAndGeneral |
| Fundraising | 29378 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24659 | Total |
| Management And General | 24659 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354231 | Total |
| Program Services | 1282883 | ProgramServices |
| Management And General | 71348 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396399 | Total |
| Program Services | 396399 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232690 | Total |
| Program Services | 154514 | ProgramServices |
| Management And General | 55432 | ManagementAndGeneral |
| Fundraising | 22744 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260138 | Total |
| Program Services | 193206 | ProgramServices |
| Management And General | 66932 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75241 | Total |
| Program Services | 75241 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2664 | Total |
| Management And General | 2664 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3984 | Total |
| Management And General | 3984 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10694 | Total |
| Program Services | 10694 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28449 | Total |
| Program Services | 28449 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COSTUMES SCENERY LIGHTI | 388823 | 388823 | ||
| EDUCATION | 152423 | 152423 | ||
| MISCELLANEOUS | 103120 | 42909 | 60211 | |
| DEVELOPMENT | 89722 | 89722 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155289 | Total |
| Program Services | 143208 | ProgramServices |
| Management And General | 12081 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4883930 | Total |
| Program Services | 3912261 | ProgramServices |
| Management And General | 457851 | ManagementAndGeneral |
| Fundraising | 513818 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270633 | BOY |
| EOY | 261975 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52192 | BOY |
| EOY | 27011 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323020 | BOY |
| EOY | 271005 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31002 | BOY |
| EOY | 33500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91909 | BOY |
| EOY | 39298 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 173512 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 155077 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29129 | BOY |
| EOY | 18435 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587934 | BOY |
| EOY | 611301 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385819 | BOY |
| EOY | 1262525 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6227 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550310 | BOY |
| EOY | 602692 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12438 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550310 | BOY |
| EOY | 621357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512489 | BOY |
| EOY | 370163 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323020 | BOY |
| EOY | 271005 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835509 | BOY |
| EOY | 641168 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385819 | BOY |
| EOY | 1262525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -290271 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 95930 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 3198725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2507455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3331152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3231093 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3523360 | CurrentTaxYear |
| Total | 15791785 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 965188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 929357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 809639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 842021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 829492 | CurrentTaxYear |
| Total | 4375697 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4163913 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3436812 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4140791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4073114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4352852 | CurrentTaxYear |
| Total | 20167482 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1323242 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 975175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 976100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1519989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1150762 | CurrentTaxYear |
| Total | 5945268 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1090862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1421736 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 745880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 455878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 630260 | CurrentTaxYear |
| Total | 4344616 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2414104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2396911 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1721980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1975867 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1781022 | CurrentTaxYear |
| Total | 10289884 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9877598 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6569 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7663 | CurrentTaxYear |
| Total | 72150 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6569 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7663 | CurrentTaxYear |
| Total | 72150 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 3356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5130 | CurrentTaxYearMinus1Year |
| Total | 8486 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1063 | CurrentTaxYear |
| Total | 39470 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4230497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3460809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4148795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4085909 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4361578 | CurrentTaxYear |
| Total | 20287588 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.48690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.49810 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00360 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00540 | 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 | 512489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 24535 | InvestmentEarningsOrLosses |
| Other Expenditures | 166861 | OtherExpenditures |
| End Of Year Balance | 370163 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 466335 | BeginningOfYearBalance |
| Contributions | 18670 | Contributions |
| Investment Earnings Or Losses | 27484 | InvestmentEarningsOrLosses |
| End Of Year Balance | 512489 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 439507 | BeginningOfYearBalance |
| Contributions | 4222 | Contributions |
| Investment Earnings Or Losses | 22606 | InvestmentEarningsOrLosses |
| End Of Year Balance | 466335 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 560446 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | -49603 | InvestmentEarningsOrLosses |
| Other Expenditures | 96336 | OtherExpenditures |
| End Of Year Balance | 439507 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 173512 | OtherCostOrOtherBasis |
| Depreciation | 155077 | Depreciation |
| Book Value | 18435 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18435 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO FORT WORTH OPERA ENDOWMENT | Description |
| Amount | $12,438 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12438 | TotalOfAmounts |
| Total Revenue | 4593659 | TotalRevenue |
| Total Expenses | 4883930 | TotalExpenses |
| Excess Or Deficit For Year | -290271 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 24914 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 71016 | DonatedServicesAndFacilities |
| Total Adjustments | 95930 | TotalAdjustments |
| Excess Or Deficit Per FS | -194341 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4741509 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 24914 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 122936 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 147850 | RevenueNotRptdF990 |
| Revenue Subtotal | 4593659 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4593659 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4935850 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 51920 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 51920 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4883930 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4883930 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT FUND CONSISTS OF CASH AND CASH EQUIVALENTS, EQUITIES, FIXED INCOME SECURITIES, AND MUTUAL FUNDS, ALL OF WHICH ARE DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS A PERMANENT ENDOWMENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SCHEDULE D, PART X, LINE 2 THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE ASSOCIATION FOLLOWS THE PROVISIONS OF THE FASB ASC 740, INCOME TAXES, WHICH REQUIRE FINANCIAL STATEMENT RECOGNITION AND DISCLOSURE FOR UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FINANCIAL STATEMENT RECOGNITION OF A TAX POSITION IS DEPENDENT ON AN ASSESSMENT OF A 50% OR GREATER LIKELIHOOD THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE, BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS WOULD BE RECORDED IN THE STATEMENT OF ACTIVITIES AS GENERAL AND ADMINISTRATIVE EXPENSE. AT AUGUST 31, 2012 AND 2011, MANAGEMENT HAS DETERMINED THAT THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, FEDERAL INCOME TAX RETURNS PRIOR TO 2009 ARE NO LONGER OPEN TO EXAMINATION BY BOTH FEDERAL AND STATE TAX AUTHORITIES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPERA BALL | NameOfEvent1 |
| Gross Receipts Event1 | 237121 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 137310 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 99811 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 26912 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 40643 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7865 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 16278 | OtherDirectExpensesEvent1 |
| Name Of Event2 | EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 62581 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46936 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15645 | GrossRevenueEvent2 |
| Gross Receipts Total | 299702 | GrossReceiptsTotal |
| Charitable Contributions Total | 184246 | CharitableContributionsTotal |
| Gross Revenue Total Events | 115456 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 26912 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 40643 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7865 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 16278 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 91698 | DirectExpenseSummaryEvents |
| Net Income Summary | 23758 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARREN WOODS | NamePerson |
| Base Compensation Filing Org | 174565 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 2516 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8787 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 185868 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS JILL FISCHER AND KENNY FISCHER HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW VIA THE FORT WORTH OPERA WEB SITE PRIOR TO SIGNATURE AND FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY AND IT IS KEPT ON FILE WITH THE RECORDS OF THE BOARD. AS THE ORGANIZATION MAKES BUSINESS DECISIONS, IT CONSCIOUSLY MAKES SURE THAT NO COMPROMISING RELATIONSHIPS ARE CREATED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | FORM 990, PART VI, LINE 15: THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE GENERAL DIRECTOR'S SALARY. THE BOARD COMPARES THE SALARY WITH INDUSTRY INFORMATION PROVIDED BY OPERA AMERICA AS WELL AS COMPARABLY SIZED COMPANIES IN THE GEOGRAPHIC AREA. OTHER EMPLOYEES ARE EVALUATED ANNUALLY BY THE GENERAL DIRECTOR FOR INDUSTRY COMPARABLE SALARIES AND OTHER COMPANIES IN THE GEOGRAPHIC AREA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON FORT WORTH OPERA ASSOCIATION, INC.'S WEB SITE AS WELL AS WWW.GUIDESTAR.ORG. | |
| FORM 990, PART XI | NO CHANGES HAVE BEEN MADE TO OVERSIGHT PROCESS FOR THE AUDIT OR SELECTION PROCESS FOR THE INDEPENDENT AUDITOR. | AUDIT OVERSIGHT PROCESS AND AUDITOR SELECTION PROCESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT WORTH OPERA ENDOWMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 GENDY STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452831814 | EIN |
| Primary Activities | RAISE AND HOLD FUNDS FOR FW OPERA | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509 (A) (3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT WORTH OPERA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FORT WORTH OPERA ENDOWMENT | ||
| B | 38614 | COST |
| FORT WORTH OPERA ENDOWMENT | ||
| O | 26176 | COST |