THE MINNESOTA OPERA: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE MINNESOTA OPERA (EIN 41-0946789)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201230619349301498
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T10:47:45-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410946789 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MINNESOTA OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MINN | NameControl |
| Phone | 6123429551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NORTH FIRST STREET | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLAN NAPLAN | Name |
| Title | PRESIDENT & GENERAL DIRECTOR | Title |
| Phone | 6123429551 | Phone |
| Date Signed | 2011-12-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM HUNWARDSEN CPA | Name |
| Phone | 6122536500 | Phone |
| Date Prepared | 2011-12-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALLAN NAPLAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NORTH FIRST STREET | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10675973 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MNOPERA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PRODUCE OPERA AND OPERA EDUCATION AT THE HIGHEST ARTISTIC LEVEL | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 210 | TotalNbrEmployees |
| Total Nbr Volunteers | 85 | TotalNbrVolunteers |
| Total Gross UBI | 1806 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -281 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5576275 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5046307 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3062541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3155238 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 473683 | InvestmentIncomePriorYear |
| Investment Income Current Year | 874401 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2809 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26732 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9115308 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9102678 | 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 | 3834113 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4173863 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 638567 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4956579 | OtherExpensePriorYear |
| Other Expenses Current Year | 5358167 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8790692 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9532030 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 324616 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -429352 | RevenuesLessExpensesCY |
| Total Assets BOY | 28067996 | TotalAssetsBOY |
| Total Assets EOY | 29686560 | TotalAssetsEOY |
| Total Liabilities BOY | 2972168 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2965350 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25095828 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26721210 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PRODUCE OPERA AND OPERA EDUCATION AT THE HIGHEST ARTISTIC LEVEL THAT INSPIRE AND ENTERTAIN THE AUDIENCE AND ENRICH THE CULTURAL LIFE OF THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5954177 | Expense |
| Revenue | 2850501 | Revenue |
| Description | MINNESOTA OPERA, CURRENTLY IN ITS FORTY-EIGHTH SEASON, IS REGARDED AS ONE OF THE OPERA INDUSTRY'S MOST AMBITIOUS REGIONAL COMPANIES OFFERING FIVE FULLY STAGED OPERAS OF BOTH STANDARD REPERTOIRE AS WELL AS NEWLY CREATED WORKS. MINNESOTA OPERA HAS BEEN A RESIDENT COMPANY OF THE ORDWAY CENTER FOR THE PERFORMING ARTS SINCE 1985. MINNESOTA OPERA REGULARLY RECEIVES NATIONAL AND INTERNATIONAL ACCLAIM AS A PRESENTER AND PRODUCER OF OPERA.MINNESOTA OPERA'S SEASON INCLUDED ORPHEUS AND EURYDICE (GLUCK), CINDERELLA (ROSSINI), MARY STUART (DONIZETTI) - THE SECOND OF THE TUDOR TRILOGY SEQUENCE, LA TRAVIATA (VERDI) AND WUTHERING HEIGHTS (HERMANN) - THE THIRD OF THE COMPANY'S NEW WORKS INITIATIVE OFFERINGS AND THE FIRST PROFESSIONAL REVIVAL OF THE WORK. MINNESOTA OPERA PRODUCTIONS FEATURED WORLD-RENOWNED ARTISTS SHOWCASED IN PRODUCTIONS WHICH WERE CONDUCTED, DIRECTED AND DESIGNED BY ACCLAIMED PROFESSIONALS OF THE FIELD. ALONG WITH DISTINGUISHED GUEST ARTISTS, MINNESOTA OPERA'S PRODUCTIONS ALSO FEATURED THE COMPANY'S OWN PROFESSIONAL CHORUS AND ORCHESTRA. DURING THE FISCAL YEAR 2011 SEASON, THE OPERA PRODUCED TWENTY-EIGHT PERFORMANCES FOR THE ENTERTAINMENT AND ENRICHMENT OF OVER 45,000 PATRONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 332621 | Expense |
| Revenue | 126283 | Revenue |
| Description | MINNESOTA OPERA IS COMMITTED TO THE EDUCATION OF BOTH CURRENT AND FUTURE ARTISTS, AUDIENCES AND PERSONS INTERESTED IN THE OPERATIC ART FORM. THE OPERA'S EDUCATION AND OUTREACH EFFORTS INCLUDED ADULT EDUCATION CLASSES; COOPERATION!, AN IN-SCHOOL RESIDENCY PROGRAM THAT PLACES RESIDENT ARTISTS AND A TEACHING ARTIST IN SECONDARY AND ELEMENTARY SCHOOLS; SPOTLIGHT PARTNERSHIP - A SPECIALIZED IN-SCHOOL RESIDENCY PROGRAM FOR AT-RISK YOUTHS, AUDITION MASTER CLASSES - WHICH PROVIDES OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO WORK WITH MEMBERS OF THE OPERA STAFF AND GUEST ARTISTS, PROJECT OPERA - CONSISTS OF THREE GROUPS, RAGAZZI (GRADES 4-7), GIOVANI (GRADES 8-12) AND THE APPRENTICE PROGRAM (GRADES 8-12), SUMMER OPERA CAMP - A WEEK-LONG VOCAL TRAINING PROGRAM FOR TEENS, IMAGINEOPERA.ORG - AN EDUCATION SPECIFIC WEBSITE THAT PROVIDES RESOURCES FOR TEACHERS AND STUDENTS TO LEARN ABOUT THE ART FORM, STUDENT MATINEES - OPEN FINAL DRESS REHEARSALS WITH AN INVITED AUDIENCE OF PRIMARILY HIGH SCHOOL STUDENTS, TRIPLE PLAY TEACHER WORKSHOP - A TEACHER WORKSHOP DESIGNED TO HELP TEACHERS TEACH OPERA IN THE CLASSROOM, AND OPERA INSIGHTS - A PRE-PERFORMANCE LECTURE OPEN TO TICKET HOLDERS ONE HOUR BEFORE EACH PERFORMANCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 249959 | Expense |
| Revenue | 0 | Revenue |
| Description | THE OPERA'S RESIDENT ARTIST PROGRAM PROVIDED SIX SINGERS, TWO OPERA COACHES/PIANISTS, A CONDUCTOR, A DIRECTOR AND A STAGE MANAGER AT THE INITIAL STAGES OF THEIR CAREERS WITH NINE MONTHS OF PROFESSIONAL DEVELOPMENT, INCLUDING VOCAL TRAINING AND COACHING, STAGE TIME, CLASSES AND CAREER COUNSELING. IN ADDITION TO APPEARING IN MINNESOTA OPERA'S PRODUCTIONS, THESE ARTISTS WERE AN INTEGRAL PART OF THE COMPANY'S OUTREACH AND EDUCATION EFFORTS, SERVING AS OPERATIC AMBASSADORS THROUGHOUT THE COMMUNITY BOTH IN SCHOOLS AND AT SPECIAL EVENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 470376 | Expense |
| Revenue | 210496 | Revenue |
| Description | THE MINNESOTA OPERA CONTINUED OUR SUCCESSFUL TEMPO PROGRAM, A MEMBERSHIP PROGRAM FOR PEOPLE IN THEIR TWENTIES AND THIRTIES, AS AN INITIATIVE TO CULTIVATE THE NEXT GENERATION OF OPERA GOERS. A SECOND AFFINITY GROUP, OUT AT THE OPERA, FOCUSES ON CONNECTING THE GAY, LESBIAN AND BI-SEXUAL COMMUNITY TO THE ART FORM. THE MINNESOTA OPERA ALSO PROVIDES RENTALS OF SETS AND COSTUMES TO OTHER OPERA COMPANIES THROUGHOUT THE COUNTRY. THE MINNESOTA OPERA ALSO EMBARKED ON A HIGH DEFINITION VIDEO RECORDING OF WUTHERING HEIGHTS FOR RELEASE AT A LATER DATE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 470376 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 210496 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7007133 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 182 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 210 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | 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 | 0 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF COUTURE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6123429551 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NORTH FIRST STREET | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 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 |
|---|---|---|---|---|---|---|---|
| SIDNEY EMERY | |||||||
| BOARD CHAIR | 2.50 | X | X | 0 | 0 | 0 | |
| RACHELLE CHASE | |||||||
| BOARD VICE CHAIR | 2.50 | X | X | 0 | 0 | 0 | |
| STEPHANIE PREM | |||||||
| BOARD SECRETARY | 2.50 | X | X | 0 | 0 | 0 | |
| HEINZ HUTTER | |||||||
| BOARD TREASURER | 2.50 | X | X | 0 | 0 | 0 | |
| MARTHA GOLDBERG ARONSON | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| WENDEY BENNETT | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| JAMES JOHNSON | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| SHARI BOEHNEN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| SUSAN BOREN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| KATHLEEN CALLAHAN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| SERGIO RIAL | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| JANE CONFER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARK SCHWARZMANN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| JODI DEHLI | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| BARRY SNYDER | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| BIANCA FINE | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| THOMAS FOLEY | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| STEVE FOX | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| DENVER GILLIAND | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| SHARON HAWKINS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SHARON WINSLOW | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| PHILIP ISAACSON | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| LYNNE E LOONEY | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| DIANA MURPHY | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| LUIS PAGAN-CARLO | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| JOSE PERIS | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| MARY INGEBRAND-POHLAD | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| ELIZABETH REDLEAF | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| CONNIE REMELE | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| MARGARET WURTELE | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| PETER SIPKINS | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| SIMON STEVENS | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| VIRGINIA STRINGER | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| H BERNT VON OHLEN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| MARGARET HOULTON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DAVID MELINE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DON ROMANAGGI | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| PATRICIA JOHNSON | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| CHRISTINE LARSEN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| MARY LAZARUS | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| ROBERT LEE | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| LENI MOORE | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| BRADFORD PLEIMANN | |||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| KEVIN SMITH | |||||||
| PRESIDENT/CEO (RETIRING) | 40.00 | X | 188914 | 0 | 4331 | ||
| JEFF COUTURE | |||||||
| FINANCE DIRECTOR | 40.00 | X | 81856 | 0 | 0 | ||
| ALLAN NAPLAN | |||||||
| PRESIDENT AND GENERAL DIRECTOR | 40.00 | X | 0 | 0 | 0 | ||
| PATRICK DEWANE | |||||||
| VICE PRESIDENT OF ADVANCEMENT | 40.00 | 139849 | 0 | 23004 | X | ||
| DALE JOHNSON | |||||||
| ARTISTIC DIRECTOR | 40.00 | 123082 | 0 | 12617 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 533701 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39952 | 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 (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MOVING PICTURES INC | |||||
| 5605 DALRYMPLE RD | EDINA | MN | 55424 | HD FILM | 181320 |
| STAR TRIBUNE | |||||
| PO BOX 1255 | MINNEAPOLIS | MN | 55440 | ADVERTISING | 129477 |
| SPENCER STUART | |||||
| PO BOX 98991 | CHICAGO | IL | 60693 | EXECUTIVE SEARCH | 114150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 401084 | FundraisingEvents |
| All Other Contributions | 4645223 | AllOtherContributions |
| Noncash Contributions | 239298 | NoncashContributions |
| Total Contributions | 5046307 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OPERA SEASON/ADMISSION | 711190 | 2850501 | 2850501 |
| OUTREACH AND EDUCATION | 711190 | 126283 | 126283 |
| RENTAL INCOME | 711190 | 90767 | 90767 |
| MISCELLANEOUS | 711190 | 87687 | 87687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3155238 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 519122 | TotalRevenueColumn |
| Unrelated Business Revenue | 1806 | UnrelatedBusinessRevenue |
| Exclusion | $517,316 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32042 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32042 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32042 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32042 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1824275 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1468996 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 355279 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 355279 | TotalRevenueColumn |
| Exclusion | $355,279 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 98989 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 401084 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 104299 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5310 | TotalRevenueColumn |
| Exclusion | -$5,310 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9102678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3187280 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1806 | UnrelatedBusinessRevenue |
| Exclusion | $867,285 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380128 | Total |
| Management And General | 290803 | ManagementAndGeneral |
| Fundraising | 89325 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3098486 | Total |
| Program Services | 2254160 | ProgramServices |
| Management And General | 497436 | ManagementAndGeneral |
| Fundraising | 346890 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53397 | Total |
| Program Services | 37139 | ProgramServices |
| Management And General | 16253 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314214 | Total |
| Program Services | 260552 | ProgramServices |
| Management And General | 30291 | ManagementAndGeneral |
| Fundraising | 23371 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327638 | Total |
| Program Services | 229355 | ProgramServices |
| Management And General | 62925 | ManagementAndGeneral |
| Fundraising | 35358 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540989 | Total |
| Program Services | 174543 | ProgramServices |
| Management And General | 278470 | ManagementAndGeneral |
| Fundraising | 87976 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382897 | Total |
| Program Services | 382897 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531904 | Total |
| Program Services | 352140 | ProgramServices |
| Management And General | 141324 | ManagementAndGeneral |
| Fundraising | 38440 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10832 | Total |
| Program Services | 4091 | ProgramServices |
| Management And General | 6741 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198834 | Total |
| Program Services | 198834 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301712 | Total |
| Program Services | 108700 | ProgramServices |
| Management And General | 193012 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183483 | Total |
| Program Services | 166363 | ProgramServices |
| Management And General | 10113 | ManagementAndGeneral |
| Fundraising | 7007 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7360 | Total |
| Program Services | 2736 | ProgramServices |
| Management And General | 2519 | ManagementAndGeneral |
| Fundraising | 2105 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51781 | Total |
| Management And General | 51781 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279819 | Total |
| Program Services | 40770 | ProgramServices |
| Management And General | 239049 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44127 | Total |
| Management And General | 44127 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FEES FOR PRODUCTION SER | 2852277 | 2803913 | 800 | 47564 |
| THEATER RENTAL | 537350 | 537350 | ||
| PRODUCTION MATERIALS | 511059 | 511059 | ||
| EXCHANGE TRANSACTIONS | -175258 | -134481 | -40777 | |
| ALLOCATION TO PREPAID E | -1036957 | -1001450 | -10033 | -25474 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135958 | Total |
| Program Services | 78462 | ProgramServices |
| Management And General | 30719 | ManagementAndGeneral |
| Fundraising | 26777 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9532030 | Total |
| Program Services | 7007133 | ProgramServices |
| Management And General | 1886330 | ManagementAndGeneral |
| Fundraising | 638567 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920546 | BOY |
| EOY | 509254 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4068237 | BOY |
| EOY | 3725567 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157274 | BOY |
| EOY | 170409 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873660 | BOY |
| EOY | 1501998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6471308 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3075799 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3603529 | BOY |
| EOY | 3395509 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73695 | BOY |
| EOY | 679237 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11364356 | BOY |
| EOY | 11660014 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7006699 | BOY |
| EOY | 8044572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28067996 | BOY |
| EOY | 29686560 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160440 | BOY |
| EOY | 88427 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1735421 | BOY |
| EOY | 1882145 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076307 | BOY |
| EOY | 994778 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2972168 | BOY |
| EOY | 2965350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1486742 | BOY |
| EOY | 2369708 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5548801 | BOY |
| EOY | 4843911 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18060285 | BOY |
| EOY | 19507591 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25095828 | BOY |
| EOY | 26721210 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28067996 | BOY |
| EOY | 29686560 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -429352 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2054734 | ReconcilationOtherChanges |
| 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 | 7218212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6421233 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5636306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5527134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5046307 | CurrentTaxYear |
| Total | 29849192 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7218212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6421233 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5636306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5527134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5046307 | CurrentTaxYear |
| Total | 29849192 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4635952 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25213240 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1053402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 846716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 546302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 551164 | CurrentTaxYear |
| Total | 3522494 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33371686 | TotalSupport |
| Gross Receipts From Admissions Etc | 15982824 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69150 | 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 | 18260285 | BeginningOfYearBalance |
| Contributions | 657406 | Contributions |
| Investment Earnings Or Losses | 789900 | InvestmentEarningsOrLosses |
| End Of Year Balance | 19707591 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17988652 | BeginningOfYearBalance |
| Contributions | 14125 | Contributions |
| Investment Earnings Or Losses | 1259873 | InvestmentEarningsOrLosses |
| Other Expenditures | 1002365 | OtherExpenditures |
| End Of Year Balance | 18260285 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20456669 | BeginningOfYearBalance |
| Contributions | 34730 | Contributions |
| Investment Earnings Or Losses | -1443815 | InvestmentEarningsOrLosses |
| Other Expenditures | 1058932 | OtherExpenditures |
| End Of Year Balance | 17988652 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1110000 | OtherCostOrOtherBasis |
| Book Value | 1110000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3882337 | OtherCostOrOtherBasis |
| Depreciation | 1792181 | Depreciation |
| Book Value | 2090156 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 643 | OtherCostOrOtherBasis |
| Depreciation | 643 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1467428 | OtherCostOrOtherBasis |
| Depreciation | 1272075 | Depreciation |
| Book Value | 195353 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10900 | OtherCostOrOtherBasis |
| Depreciation | 10900 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3395509 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| THE MINNESOTA OPERA ENDOWMENT | 11495638 | F |
| DLJ VENTURE PARTNERSHIP II | 164376 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11660014 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 7998572 |
| PHILLIPS CHARITABLE REMAINDER TRUST | 46000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8044572 | TotalBookValueOtherAssets |
| Total Revenue | 9102678 | TotalRevenue |
| Total Expenses | 9532030 | TotalExpenses |
| Excess Or Deficit For Year | -429352 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1264834 | NetUnrealizedGLOnInvestments |
| Other | $789,900 | OtherAmount |
| Total Adjustments | 2054734 | TotalAdjustments |
| Excess Or Deficit Per FS | 1625382 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9267774 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1264834 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 67774 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1332608 | RevenueNotRptdF990 |
| Revenue Subtotal | 7935166 | RevenueSubtotal |
| Other Revenues Not Included | 1167512 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1167512 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9102678 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9704103 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 67774 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 104299 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 172073 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9532030 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9532030 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | MOST ENDOWMENT FUNDS ARE HELD TO SUPPORT GENERAL PURPOSES AND PROGRAMMING OF THE MINNESOTA OPERA AS DESCRIBED IN THE MISSION STATEMENT. SOME ADDITIONAL ENDOWMENTS ARE HELD TO SUPPORT THE OPERA FACILITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MINNESOTA OPERA HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION, AND AS OF JUNE 30, 2011, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. MINNESOTA OPERA WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. MINNESOTA OPERA IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2007 AND STATE EXAMINATIONS FOR YEARS BEFORE 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 789,900. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES RECORDED AS REVENUE -104,299. CONTRIBUTIONS RECORDED IN FUND BALANCE FOR FINANCIAL STATEMENTS 1,215,401. INVESTMENT INCOME RECORDED IN FUND BALANCE FOR FINANCIAL STATEMENTS 56,410. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES RECORDED AS REVENUE 104,299. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 420728 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 356779 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 63949 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 12585 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1700 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26188 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 23709 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2916 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LEVAIN | NameOfEvent2 |
| Gross Receipts Event2 | 58390 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 31100 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 27290 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 18600 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 12 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2077 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20955 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 13205 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 7750 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 9577 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 5016 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 1919 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 500073 | GrossReceiptsTotal |
| Charitable Contributions Total | 401084 | CharitableContributionsTotal |
| Gross Revenue Total Events | 98989 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 12585 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1700 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 54365 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 28737 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6912 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 104299 | DirectExpenseSummaryEvents |
| Net Income Summary | -5310 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN SMITH | |||||||||||||
| 188604 | 0 | 0 | 0 | 310 | 0 | 0 | 0 | 4914 | 0 | 193828 | 0 | 0 | 0 |
| PATRICK DEWANE | |||||||||||||
| 139756 | 0 | 0 | 0 | 93 | 0 | 0 | 0 | 23587 | 0 | 163436 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PAID FOR THE PRESIDENT'S MOVING EXPENSES BY GROSSING UP COMPENSATION; IT WAS A BONUS TO THE PRESIDENT. FOR THE FIRST MONTH OF ALLAN NAPLAN'S PRESIDENCY, HE LIVED IN AN OPERA APARTMENT RENT FREE. THE ORGANIZATION PAYS SOCIAL CLUB DUES FOR THE PRESIDENT; THIS IS CONSIDERED A BUSINESS EXPENSE AS THE ORGANIZATION REQUIRES THE PRESIDENT TO BE ACTIVE AT THE SOCIAL CLUB. THE ORGANIZATION IS NOT ALLOWED A MEMBERSHIP; THUS IT MUST BE HELD AT THE INDIVIDUAL LEVEL. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPENCER STUART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER IS PARTNER OF THE SEARCH FIRM | Relationship |
| Amount Of Transaction | 114150 | AmountOfTransaction |
| Description Of Transaction | FEES PAID FOR EXECUTIVE SEARCH | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 191820 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HI-LO AVG TRANSFER DATE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SILENT AUCTION ITEMS | Description |
| Number Of Contributions | 157 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 47478 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BID PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT LEE AND STEPHANIE PREM HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE EXECUTIVE COMMITTEE AND THE DEVELOPMENT COMMITTEE DO NOT HAVE CONTEMPORANEOUS MINUTES. ALL OTHERS DO. NEITHER COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD WITHOUT ACTIONS BEING PRESENTED TO THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY THE ORGANIZATION'S FINANCE DIRECTOR AND TREASURER, THEN PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. THE RETURN IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. | |
| EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE IS REQUIRED TO FILL OUT AN ANNUAL CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED INITIALLY BY THE EXECUTIVE ASSISTANT. ANY CONFLICTS ARE REVIEWED BY THE GOVERNANCE AND NOMINATING COMMITTEE. A PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE SALARY OF THE PRESIDENT BASED ON THE OPERA AMERICA HUMAN RESOURCES SURVEY. THIS PROCESS TAKES PLACE ON AN ANNUAL BASIS. IN THE PAST YEAR, THE EXECUTIVE COMMITTEE ALSO APPROVED A COMPENSATION INCREASE FOR THE ARTISTIC DIRECTOR. COMPARISONS FROM THE SAME SURVEY WERE AVAILABLE FOR THEIR USE. THE PRESIDENT DETERMINES THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IN CONJUNCTION WITH THE BUDGET FOR THE FISCAL YEAR. COMPARABILITY DATA IS USED IN THIS PROCESS. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,264,834. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 789,900. TOTAL TO FORM 990, PART XI, LINE 5: 2,054,734. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR MN OPERA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 IDS CENTER | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416429970 | EIN |
| Primary Activities | INVESTING | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MINNESOTA OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY M PHILLIPS MINNESOTA OPERA CHARITABLE REMAINDER TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 FRANCE AVE S 104 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416370497 | EIN |
| Primary Activity | INVESTING | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Share Of EOY Assets | 52491 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR MN OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 402514 | AmountInvolved |
| Method Of Amt Determination | CASH VALUE | MethodOfAmtDetermination |
Comments