2012-10-25T15:42:45-07:00 2011-12-31 990 2011-01-01 237011544 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF 7032551900 1645 Trap Road Vienna VA 22182 Terrence Jones 7032551920 2012-10-15 2011 2016-02-24 21:20:13Z Terrence D Jones 1645 Trap Road Vienna VA 22182 29338097 0 X www.wolftrap.org X 1968 DC To present and create excellent and innovative performing arts programs for the enrichment, education, and enjoyment of diverse audiences and participants. 50 49 658 200 574295 -77983 7713922 8506585 20814086 15886904 702449 483159 433232 471260 29663689 25347908 39425 23962 0 0 10285395 10307488 62696 85815 2651801 18886044 16541101 29273560 26958366 390129 -1610458 39602135 38117149 7178722 7730021 32423413 30387128 To present and create excellent and innovative performing arts programs for the enrichment, education, and enjoyment of diverse audiences and participants. 0 0 17132319 0 14936080 The Filene Center at Wolf Trap is the only National Park for the Performing Arts. We presented 96 performances from late May to early September. More than 345,000 people were in attendance at shows that included performances of musical theater, symphony & film, dance, opera, pop, rock and more with an average ticket price of less than $38. The Filene Center has the second largest theatrical stage in the country; seats 7,028, nearly 4,000 of which are covered with open sides and views of the tall trees and rolling hills in the Park. The remainder of the seating is uncovered on a sloping lawn where patrons can bring picnics to enjoy before & during performances. The Barns at Wolf Trap presented 76 performances from October to early May at our 382 seat indoor venue. Almost 25,000 tickets were sold to see legendary artists and exciting up-and-coming talents in a diverse array of musical genres with an average ticket price of less than $27. The theater was built from two restored 18th century barns and was a gift from our founder, Catherine Filene Shouse. 1923683 0 464968 Education programs provide arts-based learning opportunities throughout our community and around the world. We offer artist master classes in dance, musical theater, opera, folk, jazz, pop and classical music; professional development workshops for early childhood educators; internships (one of America's top 100 internships according to The Princeton Review); children's Theatre-in-the-Woods performances during the summer months offering 70 entertaining & educational performances; group and private music lessons in piano, voice music composition and guitar; grants are awarded to outstanding high school teachers in the performing arts for instruction enhancement leading to student performance; and the Wolf Trap Institute for Early Learning Through the Arts offers infants, toddlers and preschoolers an engaging & innovative way to learn curriculum- related content, including 21 Field Trips performances for preschoolers at the Center for Education. 2095869 23962 487739 The Wolf Trap Opera Company, created in 1971, is a highly regarded residency program for opera singers on the verge of professional careers. It is an opportunity for our nation's most talented young performers to experience the demands of a professional career in the performing arts. The Company presents highly acclaimed performances at both the Filene Center and The Barns. In 2011, the Company selected 16 singers (representing 9 states) who then performed in 8 Barns performances (2 different operas and 1 recital) and 1 Filene Center staged concert opera with the National Symphony Orchestra. Alumni of the Company have gone on to careers performing with some of the leading opera companies in the world. 0 0 0 21151871 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 316 0 1 658 1 1 1 0 0 0 0 1 1 0 0 0 0 X 50 49 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC MD VA X Georgia Grena 7032551900 1645 Trap Road Vienna VA 22182 Gary H Tabach 1 X 0 0 0 Lester L Lyles 1 X 0 0 0 Deb Alderson 1 X 0 0 0 Shaza L Andersen 1 X 0 0 0 Mary E Arnold 1 X 0 0 0 Enish Asrese 1 X 0 0 0 Bahman Atefi 1 X 0 0 0 Lisa D Collis 1 X 0 0 0 Enrico A Della Corna 1 X 0 0 0 Thomas D Eckert 1 X 0 0 0 Ric Edelman 1 X 0 0 0 Amr ElSawy 1 X 0 0 0 John Engler 1 X 0 0 0 John Engler 1 X 0 0 0 Robert E Ferguson 1 X 0 0 0 Gil Guarino 1 X 0 0 0 Stanley J Gutkowski 1 X 0 0 0 Victoria D Harker 1 X 0 0 0 Donald Irwin IV 1 X 0 0 0 Jonathan B Jarvis 1 X 0 0 0 Stephen P Joyce 1 X 0 0 0 Tim Keating 1 X 0 0 0 Alan J Kelly 1 X 0 0 0 Bruce Klein 1 X 0 0 0 Shivram M Krishnan 1 X 0 0 0 John C Lee IV 1 X 0 0 0 Warren Martin 1 X 0 0 0 Linda A Mills 1 X 0 0 0 Thomas W Minnick 1 X 0 0 0 Donna S Morea 1 X 0 0 0 Dean F Morehouse 1 X 0 0 0 Christopher J Nassetta 1 X 0 0 0 Phebe N Novakovic 1 X 0 0 0 Sean O'Keefe 1 X 0 0 0 Nels B Olson 1 X 0 0 0 Gary G Pan 1 X 0 0 0 Robert F Pence 1 X 0 0 0 Charles L Prow 1 X 0 0 0 Arnold L Punaro 1 X 0 0 0 Norma Commons Ramsey 1 X 0 0 0 Mary Jo Hoeksema Robinson 1 X 0 0 0 Romona Rodriguez 1 X 0 0 0 Lesli Rotenberg 1 X 0 0 0 Horacio D Rozanski 1 X 0 0 0 Danielle O Saunders 1 X 0 0 0 Karen Schaufeld 1 X 0 0 0 Chris Simmons 1 X 0 0 0 Mari L Snyder 1 X 0 0 0 Stuart L Solomon 1 X 0 0 0 Bruce D Wardinski 1 X 0 0 0 Tony Bennett 0 X 0 0 0 Marvin Hamlisch 0 X 0 0 0 Dick Smothers 0 X 0 0 0 Tom Smothers 0 X 0 0 0 Trisha Yearwood 0 X 0 0 0 Terrence D Jones 60 X 499633 0 34839 Stephen D Kahn 1 X 0 0 0 Ann M McKee 60 X 257419 0 24945 Beth C Brummel 40 X 188752 0 27898 Jeffrey S Johnson 40 X 126998 0 28810 Lisa L LaCamera 40 X 130921 0 15880 Peter C Zimmerman 40 X 126215 0 30670 Miriam C Flaherty Willis 40 X 118566 0 22104 Christopher J Eckert 40 X 113300 0 29316 1561804 0 214462 12 0 1 0 White & Partners 13665 Dulles Technology Drive Herndon VA 20171 Advertising 995658 WP Companies Washington Post 1150 15th Street NW Washington DC 20071 Advertising 791632 John F Kennedy Center 2700 F Street NW Washington DC 20566 Performer 644650 James Myers Company 12306 Conway Road Beltsville MD 20705 Construction contractor 403703 Mamma Mia USA Tour 230 West 41st Street New York NY 10036 Performer 345708 36 186479 0 1108875 0 1175420 6035811 244756 8506585 Ticket revenue 900099 13450631 13450631 0 0 Ticket handling fees 900099 519063 519063 0 0 Concessions 900099 1142962 0 59006 1083956 Member events 900099 177161 0 0 177161 Education fees 900099 432964 432964 0 0 164123 164123 0 0 15886904 381483 0 0 381483 0 0 0 0 0 0 0 0 218333 0 121295 0 97038 0 97038 0 174476 -77438 3543328 0 3441652 0 101676 0 101676 0 0 101676 214676 1108875 372914 -158238 0 -158238 0 0 0 0 0 0 164705 54328 110377 0 0 110377 Advertising 541800 384697 0 340813 43884 Miscellaneous 900099 37386 1883 0 35503 0 0 0 0 422083 25347908 14568664 574295 1698364 0 0 23962 23962 0 0 0 0 1036606 427473 565595 43538 0 0 0 0 6967724 4574668 1290038 1103018 419751 260245 96543 62963 1279875 793523 294371 191981 603532 374190 138812 90530 0 0 0 0 22849 0 22849 0 53910 0 53910 0 0 0 0 0 85815 85815 127942 127942 0 0 1172664 1046368 53226 73070 3017596 2863066 13863 140667 460317 175651 169706 114960 107313 21710 49868 35735 0 0 0 0 396769 306793 56629 33347 396239 315311 15868 65060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 700817 506158 110785 83874 160472 111464 30538 18470 Performance fees 7717149 7717149 0 0 Food and beverage 696212 503756 41011 151445 Credit card fees 474441 402674 2898 68869 Production costs 378093 375553 0 2540 658318 224215 148184 285919 26958366 21151871 3154694 2651801 5783678 6735203 2502917 1004688 797109 1213620 26364 21800 0 0 0 0 0 0 74677 89183 48751 51676 21213348 8765427 13179683 12447921 17188956 16553058 0 0 0 0 0 0 0 0 39602135 38117149 1403112 1974614 0 0 3976695 4316275 0 0 0 0 0 0 0 0 0 0 1798915 1439132 7178722 7730021 X 21183162 20596786 10328651 8878742 911600 911600 32423413 30387128 39602135 38117149 X -1610458 -425827 X 0 1 1 X 1 1 X 7780109 7559353 5127500 7713922 8506585 36687469 18743801 18777619 17172244 20814086 15839043 91346793 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26523910 26336972 22299744 28528008 24345628 128034262 170000 170000 140000 125000 135000 740000 0 0 0 0 0 0 170000 170000 140000 125000 135000 740000 127294262 894162 791540 479357 516261 381483 3062803 0 0 0 0 0 0 894162 791540 479357 516261 381483 3062803 360029 414501 429656 9644 -33554 1180276 165446 111676 351130 339111 35503 1002866 27943547 27654689 23559887 29393024 24729060 133280207 0.95509 0.94785 0.02298 0.02675 X Amounts received for various purposes during the year to support our programs and assets. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 856 0 0 856 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Wolf Trap works with fellow arts organizations to advocate for fair treatment for the non-profit arts community through contact with our elected officials at the state, local and national levels. Our activities include correspondence, meetings with public officials and testimony at public hearings by Wolf Trap Board and staff members and other members of the community who support the arts and education. 937305 0 -1013 0 6855 0 929437 918621 0 95866 0 77182 0 937305 907362 100 191039 0 179880 0 918621 811500 100000 -4138 0 0 0 907362 0 1 0 0 0 0 1393391 1393391 0 14991173 6200507 8790666 0 0 0 0 0 4828784 2564920 2263864 0 0 0 0 12447921 0 US Government principal only-Filene Ctr rebuild 1439132 1439132 25347908 26958366 -1610458 -425827 0 0 0 0 -425827 -2036285 25862571 0 510885 0 0 510885 25351686 0 -3778 -3778 25347908 27898856 510885 0 425827 3778 940490 26958366 0 0 0 26958366 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Endowment funds support Wolf Trap's mission to present and create excellent and innovative performing arts programs for the enrichment, education and enjoyment of diverse audiences and participants. The endowment is comprised of donor-designated funds for core programs including: education programs, artistic initiatives and the Wolf Trap Opera Company, as well as undesignated funds for the general purpose of the Foundation. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Foundation believes that it has appropriate support for any tax positions taken, and therefore, does not have any uncertain tax positions that are material to the financial statements. At a minimum, the December 31, 2008 through 2011 tax years are open for examination by taxing authorities. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Fundraising events expenses $(372,914), Cost of goods sold $(54,328), Depreciation rentals $(60,062), Rental house expenses $(61,233), Reconciliation between revenue and expense $544,759 = Total $(3,778) SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Fundraising events expenses $372,914, Cost of goods sold $54,328, Depreciation rentals $60,062, Rental house expenses $61,233, Reconciliation between revenue and expense $(544,759) = Total $3,778 X X X X X X X 1 Avalon Consulting 2030 M Street Suite 700 Washington DC 20036 Consults on direct mail campaigns, telemarketing and email 0 1027555 85815 941740 1027555 85815 941740 DC DE IA ID IN MD MT NE NV SD TX VA VT WY Ball 1043933 886308 157625 0 0 0 119748 10900 131534 Golf Tournament 126745 106345 20400 0 0 28312 1942 0 7026 3 152873 116222 36651 0 0 0 32452 9335 31665 1323551 1108875 214676 0 0 28312 154142 20235 170225 372914 -158238 1 CFS career grants 12 23962 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 In 2011, the Wolf Trap Opera Company awarded career development grants to 12 of the Filene Young Artists with monies provided by the Shouse Education Fund. Individual grants ranged from between $1,540 and $2,332, the combined total of which equaled $23,962. Grant recipients were required to submit receipts and a letter indicating how the funds were used to advance their career in music by June 1, 2011. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Terrence D Jones 362653 0 100000 0 36980 0 19160 0 17528 0 536321 0 0 0 Ann M McKee 220439 0 25000 0 11980 0 16754 0 9231 0 283404 0 0 0 Beth C Brummel 188302 0 0 0 450 0 13863 0 20134 0 222749 0 0 0 Jeffrey S Johnson 120938 0 0 0 6060 0 7408 0 23903 0 158309 0 0 0 Peter C Zimmerman 125569 0 0 0 646 0 7289 0 25144 0 158648 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Payments were made for tax indemnification for section 162(a) plans for President/CEO and a key employee. Health club dues for President are received as an in kind contribution from health club. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The President/CEO's compensation is determined by the Executive Committee of the Foundation based on an annual performance review each December of his accomplishments, goals and objectives. Additionally, they use data from the form 990 of similar non-profit organizations for comparison and discussion. The President/CEO reviews the annual performance and compensation of key employees and staff. Enrico Della Corna Wolf Trap Director is a key employee of PNC Financial Services Group 351888 Earnings on investments less fees and realized losses 0 X 16 134665 Sale X 4 17926 Selling price X Airline tickets 2 41503 Selling price X Lodging 1 49762 Selling price X Rentals 6 125818 Selling price X Performer 1 9747 Selling price 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b McLaughlin Investments receives physical delivery of all publicly traded securities including stocks, bonds and mutual funds; they immediately sell the certificate and the proceeds are deposited into Wolf Trap's operating bank account. F990_P06_S0A_L01a Form 990, Part VI, Section A, Line 1a The Executive Committee shall have and exercise the authority of the Board between meetings of the Board, except where the Articles or Bylaws expressly provide otherwise. The Executive Committee shall consist of twelve (12) people as follows: (a) four (4) ex officio Members (the Chairman, who shall serve as the chairman of the Executive Committee, the Vice Chairman/Secretary, the President and the Chairman of the Wolf Trap Associates); (b) two (2) Voting Directors elected at each annual meeting of the Board for two (2)-year terms from those nominated by the Nominating Committee as provided in Section 3.2 or from those nominated from the floor; and (c) two (2) Voting Directors elected at each annual meeting of the Board for one (1)-year terms from those nominated at such meeting by the Chairman (the Chairman-Elect of the Board in those years in which a new Chairman will take office at the conclusion of such annual meeting). No person shall serve more than two (2) complete two (2)-year terms as a member of the Executive Committee (excluding service as an ex officio Member), provided that service of less than a full two (2)-year term of service as a member of the Executive Committee (other than as an ex officio Member of the Executive Committee) shall count in computing the foregoing limit. Once in at least four (4) meetings the Executive Committee shall meet in executive session, without the presence of any person who is not a member of the Executive Committee and without the presence of the President. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Tom Smothers, Dick Smothers: family relationship F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The President/CEO of Wolf Trap reviews the form 990 and it is then presented to the Executive Committee for review before it is filed. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Persons covered under conflict of interest policy include all officers, directors, and employees. Once per year, or at time of hire, employees are required to sign a conflict of interest policy and disclose any conflicts. At the May board meeting, all board members are required to sign the same policy and disclose any conflicts. The Executive Office of the Foundation monitors and enforces board responses and the HR department monitors and enforces all employee responses. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The President/CEO's compensation is determined by the Executive Committee of the Foundation based on an annual performance review each December of his accomplishments, goals and objectives. Additionally, they use data from the form 990 of similar non-profit organizations for comparison and discussion. The President/CEO reviews the annual performance and compensation of key employees and staff. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Wolf Trap's governing documents and financial statements are available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized losses on investments $425,827