2011-09-14T09:25:20-07:00 2010-12-31 990 2010-01-01 237011544 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF 7032551900 1645 Trap Road Vienna VA 22182 Terrence Jones 7032551920 2011-09-16 2010 2016-03-07 17:11:31Z Terrence D Jones 1645 Trap Road Vienna VA 22182 32531461 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. 49 48 666 200 504042 -93778 7385108 7713922 17238760 20814086 339594 702449 714270 433232 25677732 29663689 22000 39425 0 0 9072021 10285395 35591 62696 2589821 17120136 18886044 26249748 29273560 -572016 390129 38146827 39602135 7638239 7178722 30508588 32423413 To present and create excellent and innovative performing arts programs for the enrichment, education, and enjoyment of diverse audiences and participants. 0 0 20072386 0 19904699 The Filene Center at Wolf Trap is the only National Park for the Performing Arts. We presented 106 performances from late May to early September. Over 423,000 tickets were sold to shows that included performances of musical theater, symphony & film, dance, opera, pop, rock and more with an average ticket price of $39. The Filene Center has the second largest theaterical 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 and during performances. The Barns at Wolf Trap presented 93 performances from October to early May at our 382 seat indoor venue. Almost 30,000 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 $26. The theater was built from two restored 18th century barns and was a gift from our founder, Catherine Filene Shouse. 1879454 14000 659772 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 The Princeton Review); children's Theatre-in-the-Woods 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 and innovative way to learn curriculum-related content, including 22 Field Trip performances for preschoolers at the Center for Education. 1418540 25425 259715 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 2010, the Company selected 16 singers (representing 10 states) who then performed in 12 Barns performances (of 3 different operas and 2 recitals) and 1 Filene Center performance 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 23370380 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 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 655 0 1 666 1 1 1 0 0 0 0 1 1 0 0 0 0 X 49 48 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 Mary E Arnold 1 X 0 0 0 Enish Asrese 1 X 0 0 0 Tony Bennett 1 X 0 0 0 James C Cleveland 1 X 0 0 0 Lisa D Collis 1 X 0 0 0 Thomas M Culligan 1 X 0 0 0 Dennis O Doughty 1 X 0 0 0 Elizabeth S Duff 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 Diane Morales Glerum 1 X 0 0 0 Gil Guarino 1 X 0 0 0 Stanley J Gutkowski 1 X 0 0 0 Marvin Hamlisch 1 X 0 0 0 Robert A Harding 1 X 0 0 0 Victoria D Harker 1 X 0 0 0 Michael N Harreld 1 X 0 0 0 Jacqueline M Indelicarto 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 Bobbie Greene Kilberg 1 X 0 0 0 Gerald L Kohlenberger 1 X 0 0 0 Shivram M Krishnan 1 X 0 0 0 John C Lee IV 1 X 0 0 0 Gerald L Miller 1 X 0 0 0 Linda A Mills 1 X 0 0 0 Thomas W Minnick 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 Willaim R T Oakes Jr 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 Arnold L Punaro 1 X 0 0 0 Norma Commons Ramsey 1 X 0 0 0 Horacio D Rozanski 1 X 0 0 0 Daniel L Russell 1 X 0 0 0 Karen Schaufeld 1 X 0 0 0 Chris Simmons 1 X 0 0 0 Dick Smothers 1 X 0 0 0 Tom Smothers 1 X 0 0 0 Mari L Snyder 1 X 0 0 0 Leo C Tucker Jr 1 X 0 0 0 Bruce D Wardinski 1 X 0 0 0 David A Winston 1 X 0 0 0 Trisha Yearwood 1 X 0 0 0 Stephen D Kahn 1 X 0 0 0 Terrence D Jones 60 X 621895 0 0 Ann M McKee 60 X 285665 0 0 Beth C Brummel 40 X 192467 0 0 Jeffrey S Johnson 40 X 126701 0 0 Lisa L LaCamera 40 X 130661 0 0 Peter C Zimmerman 40 X 127101 0 0 Miriam C Flaherty Willis 40 X 116035 0 0 Christopher J Eckert 40 X 114647 0 0 1715172 0 0 11 0 1 0 White & Partners 13665 Dulles Technology Drive Herndon VA 20171 Advertising 1163150 John F Kennedy Center 2700 F Street NW Washington DC 20566 Performer 987561 WP Companies Washington Post 1150 15th Street NW Washington DC 20071 Advertising 912210 Mamma Mia USA Tour 230 West 41st Street New York NY 10036 Performer 631442 Gitano R&B LLC 22 West 21st Street New York NY 10010 Performer 596763 43 211149 0 909263 0 1256125 5337385 263563 7713922 Ticket revenue 900099 17729959 17729959 0 0 Ticket handling fees 900099 598204 598204 0 0 Concessions 900099 1539677 0 88567 1451110 Member events 900099 189476 0 0 189476 Education fees 900099 550235 550235 0 0 206535 206535 0 0 20814086 516261 0 0 516261 0 0 0 0 0 0 0 0 228179 0 128145 0 100034 0 100034 0 131390 -31356 2200298 322030 2311140 25000 -110842 297030 186188 0 0 186188 175442 909263 337023 -161581 0 -161581 0 0 0 0 0 0 183973 66464 117509 0 0 117509 Advertising 541800 325085 0 284085 41000 Miscellaneous 900099 52185 10104 0 42081 0 0 0 0 377270 29663689 19095037 504042 2350688 14000 14000 25425 25425 0 0 0 0 1185432 480871 649900 54661 0 0 0 0 6799650 4425497 1360905 1013248 373958 228114 93490 52354 1338765 816647 334691 187427 587590 358709 147012 81869 0 0 0 0 95530 59481 36049 0 87675 0 87675 0 0 0 0 0 62696 62696 58907 58907 0 0 809040 693663 41262 74115 3285144 3070702 0 214442 413865 180857 148575 84433 292080 144155 112037 35888 0 0 0 0 473107 360629 67015 45463 323270 227366 20282 75622 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 710152 511974 113340 84838 142513 98990 27120 16403 Performance fees 9895322 9895322 0 0 Food & beverage 744867 559115 42505 143247 Credit card fees 584978 514264 0 70714 Production costs 346903 346903 0 0 In kind goods 245987 147331 7920 90736 376704 151458 23581 201665 29273560 23370380 3313359 2589821 4107264 5783678 3502930 2502917 697087 797109 23659 26364 0 0 0 0 0 0 89077 74677 45966 48751 21161760 7982077 13806876 13179683 15873968 17188956 0 0 0 0 0 0 0 38146827 39602135 1127011 1403112 0 0 4352530 3976695 0 0 0 0 0 0 0 0 0 0 2158698 1798915 7638239 7178722 X 18810494 21183162 10786494 10328651 911600 911600 30508588 32423413 38146827 39602135 X 390129 1524696 X 0 1 1 X 1 1 X 8532405 7780109 7559353 5127500 7713922 36713289 18067575 18743801 18777619 17172244 20814086 93575325 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26599980 26523910 26336972 22299744 28528008 130288614 170000 170000 170000 140000 125000 775000 0 0 0 0 0 0 170000 170000 170000 140000 125000 775000 129513614 973280 894162 791540 479357 516261 3654600 0 0 0 0 0 0 973280 894162 791540 479357 516261 3654600 472759 360029 414501 429656 9644 1686589 42062 165446 111676 351130 339111 1009425 28088081 27943547 27654689 23559887 29393024 136639228 0.94785 0.945 0.02675 0.0277 X Part III, line 12, Other Income: 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 1958 0 0 1958 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. 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 14980973 5677411 9303562 0 0 0 0 0 4787396 2304666 2482730 0 0 0 0 13179683 0 US Gov't principal only-Filene Center rebuild 1798915 1798915 29663689 29273560 390129 1514337 0 0 0 10359 1524696 1914825 32171721 1514337 504864 0 10359 2029560 30142161 0 -478472 -478472 29663689 30256896 504864 0 0 478472 983336 29273560 0 0 0 29273560 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 has adopted the accounting standard related to uncertain income tax positions. The standard requires that realization of an uncertain income tax position must be more likely than not (i.e. greater than 50% likelihood of realization) before it is recognized in the financial statements. Furthermore, the standard requires that the amount recognized be the same as that which would be determined as a result of a review by tax authorities having all relevant information. During the year ended management did not identify any uncertain income tax positions. At a minimum, the December 31, 2007 through 2010 tax years are open for examination by taxing authorities. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 In-kind capital asset contribution SchD_P12_S00_L02d Schedule D, Part XII, Line 2d In-kind capital asset contribution SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Fundraising events expenses (337,023) Cost of goods sold (66,464) Depreciation rentals (60,151) Expenses rental houses (67,994) Rounding 3 Release of restricted funds 53,157 Total $(478,472) SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Fundraising events expenses 337,023 Cost of goods sold 66,464 Depreciation rentals 60,151 Expenses rental houses 67,994 Rounding (3) Release of restricted funds (53,157) Total $478,472 X X X X X X X 1 Avalon Consulting 1150 17th St NW Washington DC 20036 Consults on direct mail campaigns, telemarketing and email 0 1057652 62696 994956 1057652 62696 994956 DC MD VA Wolf Trap Ball 855252 756202 99050 0 0 0 120318 8000 119249 Golf Tournament 116745 86895 29850 0 0 16748 1349 0 8556 2 112708 66166 46542 0 0 0 25108 5470 32225 1084705 909263 175442 0 0 16748 146775 13470 160030 337023 -161581 1 X CFS career grant 13 25425 0 N/A N/A SchI_P01_S00_L02 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2. Program services related to grants are incorporated into our annual plan. Teaching artists and independent contractors are assigned these services and required to submit documentation. Staff monitor the program implementation and completes and submits a report to funders. In 2010 the Wolf Trap Opera Company awarded career development grants to 13 of the Filene Young Artists with monies provided by the Shouse Education Fund. Individual grants ranged from between $500 and $2,400, the combined total of which equaled $25,425. Grant receipients 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 347125 0 225000 0 49770 0 19160 0 15264 0 656319 0 0 Ann M McKee 212103 0 57500 0 16062 0 16320 0 8485 0 310470 0 0 0 Beth C Brummel 171990 0 15000 0 5477 0 12766 0 13409 0 218642 0 0 0 Jeffrey S Johnson 122049 0 2007 0 2645 0 7207 0 22162 0 156070 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 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. PNC Bank Michael Harreld, a Wolf Trap Director, is a PNC key employee 343239 Earnings on investments less fees & realized losses 0 X 23 184944 Sale X 6 36746 Selling price X Airline tickets 15 39010 Selling price X Lodging 1 55795 Selling price X Rentals 6 132012 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_L11a Form 990, Part VI, Section B, Line 11a 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 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 No documents are made available to the public. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gains on investments $1,514,337 plus in kind capital asset w/rounding $10,359 equals $1,524,696