2013-04-19T11:56:35-05:00 2012-08-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2011-09-01 310549044 CINCINNATI OPERA ASSOCIATION INC CINC 5137685500 1243 ELM ST MUSIC HALL CINCINNATI OH 45202 Patricia Beggs 5137685500 2013-04-18 1 Richard L Batterberry P00002605 5132418313 2011 2016-03-07 17:11:31Z Patricia Beggs 1243 ELM ST MUSIC HALL CINCINNATI OH 45202 13019495 0 X www.cincinnatiopera.org X 1935 OH 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. 78 78 225 175 0 0 5102632 4679917 1580561 1644934 674198 1292655 -8601 -87372 7348790 7530134 0 0 0 0 4256590 4216690 0 0 674057 2407378 2125432 6663968 6342122 684822 1188012 20821918 21313559 2304713 1253400 18517205 20060159 X 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. 0 0 4691411 1621882 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. 147287 23052 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. 4838698 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 159 0 1 225 1 0 0 0 0 0 1 1 0 0 0 0 X 78 78 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Michael J Veroni CFO 5137685502 1243 Elm Street Cincinnati OH 45202 Robert W Olson 8.00 X X 0 0 0 Cathy Crain 4.00 X X 0 0 0 Jean Crawford 4.00 X X 0 0 0 Timothy C Kimmel 4.00 X X 0 0 0 Barbara Hahn 4.00 X X 0 0 0 Boris Auerbach 4.00 X X 0 0 0 Brett Stover 4.00 X X 0 0 0 Charlin Briggs 4.00 X X 0 0 0 Dabby Blatt 4.00 X X 0 0 0 Daniel B Cunningham 4.00 X X 0 0 0 Edward B Silberstein MD 4.00 X X 0 0 0 Elizabeth Stites 4.00 X X 0 0 0 Frederick R Good 4.00 X X 0 0 0 Gary Doc Huffman 4.00 X X 0 0 0 Harry Fath 4.00 X X 0 0 0 James Fitzgerald 4.00 X X 0 0 0 John G Earls 4.00 X X 0 0 0 John Tew MD 4.00 X X 0 0 0 Jonathan McCann 4.00 X X 0 0 0 Joseph E Brinkmeyer 4.00 X X 0 0 0 Julia Meister 4.00 X X 0 0 0 Mark Busher 4.00 X X 0 0 0 Murray Sinclaire Jr 4.00 X X 0 0 0 Rich Lauf 4.00 X X 0 0 0 Robert J Hasl MD 4.00 X X 0 0 0 Mary Lopez 4.00 X X 0 0 0 Nancy Rosenthal 4.00 X X 0 0 0 Ann Schoen 2.00 X 0 0 0 Anne Zaring 2.00 X 0 0 0 Barbara Hummel 2.00 X 0 0 0 Benjamin Dusing 2.00 X 0 0 0 Bertie Ray III 2.00 X 0 0 0 Brian Tiffany 2.00 X 0 0 0 Carla Walker 2.00 X 0 0 0 Charles Kuntz IV MD 2.00 X 0 0 0 Christopher Baucom 2.00 X 0 0 0 Cynthia Goodman 2.00 X 0 0 0 David Motch 2.00 X 0 0 0 David Reichert 2.00 X 0 0 0 Edita Hoffman 2.00 X 0 0 0 Eric Dauer 2.00 X 0 0 0 James Wolterman 2.00 X 0 0 0 Jane Votel 2.00 X 0 0 0 Jim Stapleton 2.00 X 0 0 0 Joanie Lotts 2.00 X 0 0 0 Judith Stein MD 2.00 X 0 0 0 Julie Heard 2.00 X 0 0 0 Kathy Selker 2.00 X 0 0 0 Mona Kerstine 2.00 X 0 0 0 Monica Newby DDS 2.00 X 0 0 0 Nydia Tranter 2.00 X 0 0 0 Olga Duarte MD 2.00 X 0 0 0 Pamela Spangler 2.00 X 0 0 0 Peggy LeMasters MD 2.00 X 0 0 0 Peggy Markstein 2.00 X 0 0 0 Peter Graham 2.00 X 0 0 0 Phyllis Weston 2.00 X 0 0 0 Ronna Willis 2.00 X 0 0 0 Shelby Wood 2.00 X 0 0 0 Sherie Marek 2.00 X 0 0 0 Sid Khosla MD 2.00 X 0 0 0 Stan Morton 2.00 X 0 0 0 Theresa Henderson 2.00 X 0 0 0 Tina Jackson 2.00 X 0 0 0 Wendell O'Neal MD 2.00 X 0 0 0 Jeffrey Baker MD 2.00 X 0 0 0 Elaine Billmire MD 2.00 X 0 0 0 Mary Ann Boorn 2.00 X 0 0 0 Frank Caliguri 2.00 X 0 0 0 Christopher Canarie 2.00 X 0 0 0 Melanie Chavez 2.00 X 0 0 0 Michael Cioffi 2.00 X 0 0 0 Shelia Cole 2.00 X 0 0 0 Richard Coleman 2.00 X 0 0 0 Peter G Courlas 2.00 X 0 0 0 Mike Feigelson 2.00 X 0 0 0 Jenny Magro 2.00 X 0 0 0 Pauline Van Der Haer 2.00 X 0 0 0 Patricia K Beggs 40.00 X 189513 0 14354 Christopher A Milligan 40.00 X 96992 0 11642 Michael J Veroni 40.00 X 95525 0 6483 Evans J Mirageas 40.00 X 137197 0 3477 Glenn L Plott 40.00 X 102028 0 11734 621255 0 47690 3 0 1 0 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 4 950000 201936 126700 3401281 239660 4679917 Event Revenue 711190 1568708 1568708 Set Rental Income 711190 53174 53174 Education Outreach 711190 23052 23052 1644934 742307 742307 5870390 5320042 550348 550348 550348 77200 201936 169319 -92119 -92119 Miscellaneous 900099 4747 4747 4747 7530134 1644934 0 1205283 414510 27159 234451 152900 3454150 2954576 177007 322567 25111 13299 6417 5395 161582 135655 11523 14404 161337 137512 10589 13236 22980 22980 13436 13436 381732 316779 64953 134131 18129 90323 25679 29748 24393 2380 2975 77243 77243 258443 214770 32755 10918 57809 57809 10134 10134 16832 7848 8984 476376 299390 176986 35172 28841 2813 3518 Scenery 151563 151563 Education Programs 147287 147287 Costumes 74078 74078 Production Materials 55877 55877 182591 96490 38723 47378 6342122 4838698 829367 674057 567827 624580 1596852 2144549 12346 27415 19388 110334 7238242 4927613 2698522 2310629 8742256 8727750 7078617 7341403 106110 26899 20821918 21313559 425687 221106 1879026 1032294 2304713 1253400 X 5339897 5289965 2600782 3900883 10576526 10869311 18517205 20060159 20821918 21313559 X 1188012 354942 X X 0 1 1 X 0 X 4193970 4744404 3612028 5102632 4679917 22332951 4193970 4744404 3612028 5102632 4679917 22332951 2883088 19449863 639526 602636 520664 493629 742307 2998762 266 253 43567 4747 48833 25380546 8597342 0.76630 0.77660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8306855 30000 642505 251610 8727750 7113946 1233568 646100 686759 8306855 7102562 322498 381581 692695 7113946 6725028 1483262 -202005 903724 7102562 0.49000 0.40000 0.11000 1 0 6777636 4490472 2287164 460606 437141 23465 2310629 Beneficial Interest in Assets 7341403 F 7341403 7530134 6342122 1188012 92157 262785 354942 1542954 8088090 92157 33695 262785 388637 7699453 -169319 -169319 7530134 6545136 33695 169319 203014 6342122 0 6342122 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. Gala 251641 193651 57990 14869 55434 6635 64805 Opening Night Dinner 13780 8285 5495 2035 6961 4101 2 13715 0 13715 1770 12071 638 279136 201936 77200 18674 74466 6635 69544 169319 -92119 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Patricia K Beggs 189513 0 0 0 0 0 3605 0 10749 0 203867 0 0 0 Part I, Line 1a The membership was for the Queen City Club. Meetings and business lunches are held there. X 19 115594 FMV X Event Donations 222 124066 Cost 0 0 1 1 Third Party Use: Part I, Line 32b: Investment managers sell stock contributions upon receipt. 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. Changes in Net Assets or Fund Balances: 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. 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.