CINCINNATI OPERA ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI OPERA ASSOCIATION (EIN 31-0549044)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-04-19
- IRS object ID
- 201321099349300607
- 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 | 2013-04-19T11:56:35-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311119890 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | 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 | 310549044 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINCINNATI OPERA ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CINC | NameControl |
| Phone | 5137685500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 ELM ST MUSIC HALL | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patricia Beggs | Name |
| Title | General Director & CEO | Title |
| Phone | 5137685500 | Phone |
| Date Signed | 2013-04-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard L Batterberry | Name |
| PTIN | P00002605 | PTIN |
| Phone | 5132418313 | 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 | Patricia Beggs | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 ELM ST MUSIC HALL | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13019495 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cincinnatiopera.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | The second oldest opera company in America, Cincinnati Opera presents dynamic opera productions every summer in Cincinnati's historic Music Hall. Cincinnati Opera is dedicated to educating, entertaining, and inspiring audiences by presenting opera performances, school tours, and community programs for adults and children that meet the highest standards of artistic excellence. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 78 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 78 | NbrIndependentVotingMembers |
| Total Nbr Employees | 225 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5102632 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4679917 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1580561 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1644934 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 674198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1292655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -8601 | OtherRevenuePriorYear |
| Other Revenue Current Year | -87372 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7348790 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7530134 | 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 | 4256590 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4216690 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 674057 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2407378 | OtherExpensePriorYear |
| Other Expenses Current Year | 2125432 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6663968 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6342122 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 684822 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1188012 | RevenuesLessExpensesCY |
| Total Assets BOY | 20821918 | TotalAssetsBOY |
| Total Assets EOY | 21313559 | TotalAssetsEOY |
| Total Liabilities BOY | 2304713 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1253400 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18517205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20060159 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The second oldest opera company in America, Cincinnati Opera presents dynamic opera productions every summer in Cincinnati's historic Music Hall. Cincinnati Opera is dedicated to educating, entertaining, and inspiring audiences by presenting opera performances, school tours, and community programs for adults and children that meet the highest standards of artistic excellence. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4691411 | Expense |
| Revenue | 1621882 | Revenue |
| Description | Grand Productions included Pagliacci/Gianni Schicchi, Porgy & Bess and La Traviata. The Opera's new intitative known as CO2, presented Maria de Buenos Aires. Grand productions as well as CO2 productions, of Opera performances: 4 Productions: 10 Audiences: 24,978. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 147287 | Expense |
| Revenue | 23052 | Revenue |
| Description | There are 3 categories of experience designed to inspire, educate and engage school students and adults: touring productions, integrated classroom experiences, and lectures. These included Opera Raps, Opera Redux: Porgy and Bess, Little Red Riding Hood, Opera in a Box, and Opera-tunities Workshops. The 51 touring performances reached 11,300. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4838698 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 225 | 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 | 78 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 78 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael J Veroni CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5137685502 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 Elm Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (83 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Robert W Olson | |||||||
| President | 8.00 | X | X | 0 | 0 | 0 | |
| Cathy Crain | |||||||
| Chairman | 4.00 | X | X | 0 | 0 | 0 | |
| Jean Crawford | |||||||
| Secretary | 4.00 | X | X | 0 | 0 | 0 | |
| Timothy C Kimmel | |||||||
| Treasurer | 4.00 | X | X | 0 | 0 | 0 | |
| Barbara Hahn | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Boris Auerbach | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Brett Stover | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Charlin Briggs | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Dabby Blatt | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Daniel B Cunningham | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Edward B Silberstein MD | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Elizabeth Stites | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Frederick R Good | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Gary Doc Huffman | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Harry Fath | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| James Fitzgerald | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| John G Earls | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| John Tew MD | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Jonathan McCann | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Joseph E Brinkmeyer | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Julia Meister | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Mark Busher | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Murray Sinclaire Jr | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Rich Lauf | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Robert J Hasl MD | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Mary Lopez | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Nancy Rosenthal | |||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 | |
| Ann Schoen | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Anne Zaring | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Barbara Hummel | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Benjamin Dusing | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Bertie Ray III | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Brian Tiffany | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Carla Walker | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Charles Kuntz IV MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Christopher Baucom | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Cynthia Goodman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| David Motch | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| David Reichert | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Edita Hoffman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Eric Dauer | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| James Wolterman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jane Votel | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jim Stapleton | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Joanie Lotts | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Judith Stein MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Julie Heard | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kathy Selker | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mona Kerstine | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Monica Newby DDS | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Nydia Tranter | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Olga Duarte MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Pamela Spangler | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Peggy LeMasters MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Peggy Markstein | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Peter Graham | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Phyllis Weston | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Ronna Willis | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Shelby Wood | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Sherie Marek | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Sid Khosla MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Stan Morton | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Theresa Henderson | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Tina Jackson | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Wendell O'Neal MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jeffrey Baker MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Elaine Billmire MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mary Ann Boorn | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Frank Caliguri | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Christopher Canarie | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Melanie Chavez | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Michael Cioffi | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Shelia Cole | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Richard Coleman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Peter G Courlas | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mike Feigelson | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jenny Magro | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Pauline Van Der Haer | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Patricia K Beggs | |||||||
| General Director & CEO | 40.00 | X | 189513 | 0 | 14354 | ||
| Christopher A Milligan | |||||||
| Managing Director | 40.00 | X | 96992 | 0 | 11642 | ||
| Michael J Veroni | |||||||
| CFO | 40.00 | X | 95525 | 0 | 6483 | ||
| Evans J Mirageas | |||||||
| Artistic Director | 40.00 | 137197 | 0 | 3477 | X | ||
| Glenn L Plott | |||||||
| Director of Production | 40.00 | 102028 | 0 | 11734 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 621255 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47690 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Cincinnati Arts Association | |||||
| 650 Walnut Street | Cincinnati | OH | 45202 | Production personnel,rent | 998537 |
| Cincinnati Symphony Orchestra | |||||
| 1241 Elm Street | Cincinnati | OH | 45202 | Orchestra | 557073 |
| Anthem Blue Cross & Blue Shield | |||||
| PO Box 105673 | Atlanta | GA | 303485673 | Health Insurance | 135316 |
| Business Credit Cards | |||||
| PO Box 15710 | Wilmington | DE | 198865710 | Credit Cards | 119032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 950000 | FederatedCampaigns |
| Fundraising Events | 201936 | FundraisingEvents |
| Government Grants | 126700 | GovernmentGrants |
| All Other Contributions | 3401281 | AllOtherContributions |
| Noncash Contributions | 239660 | NoncashContributions |
| Total Contributions | 4679917 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Event Revenue | 711190 | 1568708 | 1568708 |
| Set Rental Income | 711190 | 53174 | 53174 |
| Education Outreach | 711190 | 23052 | 23052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1644934 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 742307 | TotalRevenueColumn |
| Exclusion | $742,307 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5870390 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5320042 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 550348 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 550348 | TotalRevenueColumn |
| Exclusion | $550,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 77200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 201936 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 169319 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -92119 | TotalRevenueColumn |
| Exclusion | -$92,119 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4747 | TotalRevenueColumn |
| Exclusion | $4,747 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4747 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7530134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1644934 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,205,283 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414510 | Total |
| Program Services | 27159 | ProgramServices |
| Management And General | 234451 | ManagementAndGeneral |
| Fundraising | 152900 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3454150 | Total |
| Program Services | 2954576 | ProgramServices |
| Management And General | 177007 | ManagementAndGeneral |
| Fundraising | 322567 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25111 | Total |
| Program Services | 13299 | ProgramServices |
| Management And General | 6417 | ManagementAndGeneral |
| Fundraising | 5395 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161582 | Total |
| Program Services | 135655 | ProgramServices |
| Management And General | 11523 | ManagementAndGeneral |
| Fundraising | 14404 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161337 | Total |
| Program Services | 137512 | ProgramServices |
| Management And General | 10589 | ManagementAndGeneral |
| Fundraising | 13236 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22980 | Total |
| Management And General | 22980 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13436 | Total |
| Management And General | 13436 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381732 | Total |
| Program Services | 316779 | ProgramServices |
| Fundraising | 64953 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134131 | Total |
| Program Services | 18129 | ProgramServices |
| Management And General | 90323 | ManagementAndGeneral |
| Fundraising | 25679 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29748 | Total |
| Program Services | 24393 | ProgramServices |
| Management And General | 2380 | ManagementAndGeneral |
| Fundraising | 2975 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77243 | Total |
| Program Services | 77243 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258443 | Total |
| Program Services | 214770 | ProgramServices |
| Management And General | 32755 | ManagementAndGeneral |
| Fundraising | 10918 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57809 | Total |
| Program Services | 57809 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10134 | Total |
| Fundraising | 10134 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16832 | Total |
| Program Services | 7848 | ProgramServices |
| Management And General | 8984 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476376 | Total |
| Program Services | 299390 | ProgramServices |
| Management And General | 176986 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35172 | Total |
| Program Services | 28841 | ProgramServices |
| Management And General | 2813 | ManagementAndGeneral |
| Fundraising | 3518 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Scenery | 151563 | 151563 |
| Education Programs | 147287 | 147287 |
| Costumes | 74078 | 74078 |
| Production Materials | 55877 | 55877 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182591 | Total |
| Program Services | 96490 | ProgramServices |
| Management And General | 38723 | ManagementAndGeneral |
| Fundraising | 47378 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6342122 | Total |
| Program Services | 4838698 | ProgramServices |
| Management And General | 829367 | ManagementAndGeneral |
| Fundraising | 674057 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567827 | BOY |
| EOY | 624580 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596852 | BOY |
| EOY | 2144549 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12346 | BOY |
| EOY | 27415 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19388 | BOY |
| EOY | 110334 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7238242 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4927613 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2698522 | BOY |
| EOY | 2310629 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8742256 | BOY |
| EOY | 8727750 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7078617 | BOY |
| EOY | 7341403 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106110 | BOY |
| EOY | 26899 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20821918 | BOY |
| EOY | 21313559 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425687 | BOY |
| EOY | 221106 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1879026 | BOY |
| EOY | 1032294 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2304713 | BOY |
| EOY | 1253400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5339897 | BOY |
| EOY | 5289965 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2600782 | BOY |
| EOY | 3900883 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10576526 | BOY |
| EOY | 10869311 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18517205 | BOY |
| EOY | 20060159 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20821918 | BOY |
| EOY | 21313559 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1188012 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 354942 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4193970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4744404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3612028 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5102632 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4679917 | CurrentTaxYear |
| Total | 22332951 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4193970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4744404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3612028 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5102632 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4679917 | CurrentTaxYear |
| Total | 22332951 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2883088 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19449863 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 639526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 602636 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 520664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 493629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 742307 | CurrentTaxYear |
| Total | 2998762 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43567 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4747 | CurrentTaxYear |
| Total | 48833 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 25380546 | TotalSupport |
| Gross Receipts From Admissions Etc | 8597342 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77660 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8306855 | BeginningOfYearBalance |
| Contributions | 30000 | Contributions |
| Investment Earnings Or Losses | 642505 | InvestmentEarningsOrLosses |
| Other Expenditures | 251610 | OtherExpenditures |
| End Of Year Balance | 8727750 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7113946 | BeginningOfYearBalance |
| Contributions | 1233568 | Contributions |
| Investment Earnings Or Losses | 646100 | InvestmentEarningsOrLosses |
| Other Expenditures | 686759 | OtherExpenditures |
| End Of Year Balance | 8306855 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7102562 | BeginningOfYearBalance |
| Contributions | 322498 | Contributions |
| Investment Earnings Or Losses | 381581 | InvestmentEarningsOrLosses |
| Other Expenditures | 692695 | OtherExpenditures |
| End Of Year Balance | 7113946 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6725028 | BeginningOfYearBalance |
| Contributions | 1483262 | Contributions |
| Investment Earnings Or Losses | -202005 | InvestmentEarningsOrLosses |
| Other Expenditures | 903724 | OtherExpenditures |
| End Of Year Balance | 7102562 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.40000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6777636 | OtherCostOrOtherBasis |
| Depreciation | 4490472 | Depreciation |
| Book Value | 2287164 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 460606 | OtherCostOrOtherBasis |
| Depreciation | 437141 | Depreciation |
| Book Value | 23465 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2310629 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Beneficial Interest in Assets | Description |
| Book Value | 7341403 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7341403 | TotalOfBookValueSecurities |
| Total Revenue | 7530134 | TotalRevenue |
| Total Expenses | 6342122 | TotalExpenses |
| Excess Or Deficit For Year | 1188012 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 92157 | NetUnrealizedGLOnInvestments |
| Other | $262,785 | OtherAmount |
| Total Adjustments | 354942 | TotalAdjustments |
| Excess Or Deficit Per FS | 1542954 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8088090 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 92157 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 33695 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 262785 | OtherRevenues |
| Revenue Not Rptd F990 | 388637 | RevenueNotRptdF990 |
| Revenue Subtotal | 7699453 | RevenueSubtotal |
| Other Revenues Not Included | -169319 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -169319 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7530134 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6545136 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 33695 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 169319 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 203014 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6342122 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6342122 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds are invested in accordance with an Investment Policy approved by the Board of Trustees and its Investment Committee. A portion of the Opera's endowment fund is restricted by donor stipulation. Limited distributions from unrestricted endowment funds are made to support operations in accordance with an annual spending rate approved by the Board. |
| Part XI, Line 8 - Other Adjustments: | Change in Value of Beneficial Interest Held by Others 262,785. | |
| Part XII, Line 2d - Other Adjustments: | Change in Value of Beneficial Interest Held by Others 262,785. | |
| Part XII, Line 4b - Other Adjustments: | Special Event Expense -169,319. | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expense 169,319. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 251641 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 193651 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 57990 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 14869 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 55434 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6635 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 64805 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Opening Night Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 13780 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8285 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5495 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2035 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6961 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 4101 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13715 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 13715 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 1770 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 12071 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 638 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 279136 | GrossReceiptsTotal |
| Charitable Contributions Total | 201936 | CharitableContributionsTotal |
| Gross Revenue Total Events | 77200 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 18674 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 74466 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6635 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 69544 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 169319 | DirectExpenseSummaryEvents |
| Net Income Summary | -92119 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | Patricia K Beggs | NamePerson |
| Base Compensation Filing Org | 189513 | 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 | 3605 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10749 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 203867 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The membership was for the Queen City Club. Meetings and business lunches are held there. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 115594 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Event Donations | Description |
| Number Of Contributions | 222 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 124066 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Investment managers sell stock contributions upon receipt. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Edward Silberstein, M.D. and Eric Dauer have a family relationship. | |
| Form 990, Part VI, Section B, line 11 | A draft of this Form 990 was reviewed at a meeting of the Finance Committee of the Board of Trustees and was emailed for comments to each voting member of the Board of Trustees before it was filed. | |
| Form 990, Part VI, Section B, line 12c | The Chair of the Finance Committee, in consultation with the Board President, reviews any financial interests disclosed in the annual conflict of interest statements completed by Trustees and key employees and reports the results of the review to the Finance Committee, which determines whether the transaction, agreement or arrangement to which it relates should be permitted to go forward or continue or should be terminated or precluded. That determination is reported to the Executive Committee of the Board, which has the authority to accept, reject or modify it. | |
| Form 990, Part VI, Section B, line 15 | The Governance and Personnel Committee of the Board determines the CEO's compensation, based on performance, local competitive rates and national industry salary data. | |
| Form 990, Part VI, Section C, line 19 | The organization's Articles of Incorporation, Code of Regulations, Conflict of Interest Policy and financial statements are available upon request. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 92,157. Change in Value of Beneficial Interest Held by Others 262,785. Total to Form 990, Part XI, Line 5: 354,942. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2c | The Finance Committee assumes the responsibility for the oversight of the audit of the financial statements and selection of an independent auditor. This process has not changed from the prior year. |
Comments