HOUSTON GRAND OPERA ASSOCIATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON GRAND OPERA ASSOCIATION INC (EIN 74-6016764)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-01-10
- IRS object ID
- 201120129349301662
- Schema version
- 2009v1.3
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-10T13:53:56-08:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746016764 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Grand Opera Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 7135460200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rauli Garcia | Name |
| Title | CFO | Title |
| Date Signed | 2011-01-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rauli Garcia | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770021504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26075840 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.houstongrandopera.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | HGO is recognized nationally and internationally for world-beating artistic standards, excellence, relevance and affordability. HGO enjoys dynamic, proactive and deepening relationships with the stakeholders, constituencies and communities that it serves. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 782 | TotalNbrEmployees |
| Total Nbr Volunteers | 673 | TotalNbrVolunteers |
| Total Gross UBI | 117674 | TotalGrossUBI |
| Contributions Grants Prior Year | 15463139 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21642924 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4231147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3825372 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3067 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1364 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33741 | OtherRevenuePriorYear |
| Other Revenue Current Year | 124863 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19731094 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25594523 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13244056 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13372715 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2598912 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8002013 | OtherExpensePriorYear |
| Other Expenses Current Year | 6254896 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21253069 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19633611 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1521975 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5960912 | RevenuesLessExpensesCY |
| Total Assets BOY | 12973458 | TotalAssetsBOY |
| Total Assets EOY | 17481006 | TotalAssetsEOY |
| Total Liabilities BOY | 7113907 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5660543 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5859551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11820463 | NetAssetsOrFundBalancesEOY |
| Mission Description | Houston Grand Opera exists to contribute to the cultural enrichment of the city of Houston and the nation by producing and performing world-class opera and creating a diverse, innovative and balanced program of performances, events, community and education projects that reaches the widest possible public. Houston Grand Opera is committed to excellence, relevance and affordability. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13855932 | Expense |
| Revenue | 3753676 | Revenue |
| Description | Opera Productions: Since its inception in 1955, Houston Grand Opera has grown from a small regional organization into an internationally renowned opera company. The company has a reputation for commissioning and producing new works, including 39 world premieres and six American premieres since 1973. In addition to producing and performing world-class opera, HGO contributes to the cultural enrichment of Houston and the nation through a diverse, innovative and balanced program of performances, events, community and education projects. HGO has toured extensively, including trips to Europe and Asia, and it is the only opera company to have won a Tony, two Grammy awards, and two Emmy awards. HGOs performances are broadcast nationally and internationally. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 989149 | Expense |
| Revenue | 27736 | Revenue |
| Description | The Houston Grand Opera Studio is one of the most respected young artist programs in the country. For more than thirty years it has served young singers and pianist/coaches, providing a bridge between full-time training and full-fledged operatic careers. Each year after an exhaustive nationwide search, a hand-selected group of talented individuals is brought here to Houston to work alongside the best in the business at Houston Grand Opera. In main-stage productions and at other less traditional venues, these artists hone their craft as singing actors. During a residency of up to three years, each performer receives customized training from an expert team while gaining invaluable performance experience at the highest level. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 703848 | Expense |
| Grants | 6000 | Grants |
| Revenue | 161634 | Revenue |
| Description | HGOco's programs promote observation, participation and creation in the performing and visual arts, and include Teacher workshops, innovative new work and collaborations through Song of Houston, High School Voice Studio, and performances in schools and community centers. Opera tells stories through words and music. Every culture has a musical storytelling tradition, providing the common ground on which HGOco builds new and lasting relationships with the communities we serve. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15548929 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 782 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tanya Lovetro Controller | NamePerson |
| Telephone Number | 7135460257 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 Preston | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770021504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| William M Hitchcock | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William Coates | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ward Pennebaker | ||||||||
| Mrktg. Chair | 1.00 | X | 0 | 0 | 0 | |||
| Terrylin G Neale | ||||||||
| Pres HGO Endow | 1.00 | X | 0 | 0 | 0 | |||
| Shahzad Bashir | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sara S Morgan | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert L Cavnar | ||||||||
| Senior Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Robert C Hunter | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Rauli Garcia | ||||||||
| Chief Fin Ofcr | 40.00 | 116140 | 0 | 6937 | X | |||
| Perryn Leech | ||||||||
| Tech & Prod Dir | 40.00 | 133629 | 0 | 9350 | X | |||
| Patrick Summers | ||||||||
| Music Director | 40.00 | 309619 | 0 | 19271 | X | |||
| Mrs Robert J Bruni | ||||||||
| Events Chair | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Oscar S Wyatt Jr | ||||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Mrs Daniel A Breen | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mrs Bobbie-Vee Cooney | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Morris Gelb | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mark R Spradling | ||||||||
| Gen Couns/Secr | 1.00 | X | 0 | 0 | 0 | X | ||
| Margaret Alkek Williams | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John S Arnoldy | ||||||||
| Chairman Emerit | 1.00 | X | 0 | 0 | 0 | |||
| John G Turner | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Janet Langford Kelly | ||||||||
| Devel. Chair | 1.00 | X | 0 | 0 | 0 | |||
| James W Crownover | ||||||||
| Govern. Chair | 1.00 | X | 0 | 0 | 0 | |||
| James T Hackett | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Harry C Pinson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Harlan C Stai | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Hall G Kuntz | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Greg Robertson | ||||||||
| Chief Dev Officer | 40.00 | 229665 | 0 | 7698 | X | |||
| Gloria Portela | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Glen A Rosenbaum | ||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Franci Crane | ||||||||
| HGOco Chair | 1.00 | X | 0 | 0 | 0 | |||
| Eugene Isenberg | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Elizabeth Baisley | ||||||||
| Mark & Comm Dir | 0. | 109469 | 0 | 4612 | X | |||
| Dr John Mendelsohn | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Deborah Hirsch | ||||||||
| Sr Dev Dir | 40.00 | 147105 | 0 | 6805 | X | |||
| David Duthu | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Cynthia Petrello | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Beth Madison | ||||||||
| Studio Chair | 1.00 | X | 0 | 0 | 0 | |||
| Barry P Simon | ||||||||
| Finance Chair | 1.00 | X | 0 | 0 | 0 | |||
| Astley Blair | ||||||||
| Audit Chair | 1.00 | X | 0 | 0 | 0 | |||
| Anthony Freud | ||||||||
| Gen Dir & CEO | 40.00 | 328441 | 0 | 24697 | X | |||
| Anne S Brown | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ann Owens | ||||||||
| Executive Direc | 40.00 | 226210 | 0 | 6854 | X | |||
| Alfred Lasher III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Albert O Cornelison Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Albert Chao | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1600278 | TotalReportableCompFromOrg |
| Total Other Compensation | 86224 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Royal Opera Hse | ||||||||||
| Cov Grdn | London | London | UK | WC2E9DD | Co-Producer | 242812 | ||||
| Ravenswood Studio Inc | ||||||||||
| Set Design/Building | 221010 | 6900 N Ctrl Park Ave | Lincolnwood | IL | 60712 | |||||
| Opera Australia | ||||||||||
| 480 Elizbth St | New S. Wales | New S. Wales | AS | 2040 | Co-Producer | 208093 | ||||
| Jackson and Co | ||||||||||
| Catering | 151288 | P O Box 130260 River Oaks Stat | Houston | TX | 77219 | |||||
| Events Company | ||||||||||
| Catering | 156888 | 1237 N Post Oak Rd | Houston | TX | 77055 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 1218216 | FundraisingEvents |
| Related Organizations | 3724625 | RelatedOrganizations |
| Government Grants | 60000 | GovernmentGrants |
| All Other Contributions | 16640083 | AllOtherContributions |
| Noncash Contributions | 1402613 | NoncashContributions |
| Total Contributions | 21642924 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Ticket Sales | 711300 | 3619234 | 3619234 |
| Product., studio and educ | 711300 | 202282 | 202282 |
| Other revenue | 711300 | 3856 | 3856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3825372 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1364 | TotalRevenueColumn |
| Exclusion | $1,364 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 485310 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1218216 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 481317 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3993 | TotalRevenueColumn |
| Exclusion | $3,993 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Other revenue | 900099 | 3196 | $3,196 | |
| Advertising | 541800 | 117674 | 117674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 120870 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25594523 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3825372 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 117674 | UnrelatedBusinessRevenue |
| Exclusion | $8,553 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 6000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106731 | Total |
| Program Services | 385648 | ProgramServices |
| Management And General | 315890 | ManagementAndGeneral |
| Fundraising | 405193 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10004536 | Total |
| Program Services | 8356429 | ProgramServices |
| Management And General | 524522 | ManagementAndGeneral |
| Fundraising | 1123585 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6145 | Total |
| Program Services | 4545 | ProgramServices |
| Management And General | 1600 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1378394 | Total |
| Program Services | 1210359 | ProgramServices |
| Management And General | 83957 | ManagementAndGeneral |
| Fundraising | 84078 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 876909 | Total |
| Program Services | 685423 | ProgramServices |
| Management And General | 92909 | ManagementAndGeneral |
| Fundraising | 98577 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26518 | Total |
| Management And General | 26518 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1461743 | Total |
| Program Services | 1358969 | ProgramServices |
| Management And General | 20009 | ManagementAndGeneral |
| Fundraising | 82765 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757769 | Total |
| Program Services | 574190 | ProgramServices |
| Management And General | 1513 | ManagementAndGeneral |
| Fundraising | 182066 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479308 | Total |
| Program Services | 304658 | ProgramServices |
| Management And General | 72626 | ManagementAndGeneral |
| Fundraising | 102024 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70285 | Total |
| Program Services | 33104 | ProgramServices |
| Management And General | 15043 | ManagementAndGeneral |
| Fundraising | 22138 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98622 | Total |
| Program Services | 98622 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655612 | Total |
| Program Services | 596183 | ProgramServices |
| Management And General | 17936 | ManagementAndGeneral |
| Fundraising | 41493 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410993 | Total |
| Program Services | 160640 | ProgramServices |
| Management And General | 100074 | ManagementAndGeneral |
| Fundraising | 150279 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214722 | Total |
| Program Services | 14224 | ProgramServices |
| Management And General | 2793 | ManagementAndGeneral |
| Fundraising | 197705 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129956 | Total |
| Management And General | 129956 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203930 | Total |
| Program Services | 149752 | ProgramServices |
| Management And General | 32057 | ManagementAndGeneral |
| Fundraising | 22121 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241489 | Total |
| Program Services | 196477 | ProgramServices |
| Management And General | 21959 | ManagementAndGeneral |
| Fundraising | 23053 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Production materials/rental | 1218687 | 1218687 | ||
| Other expenses | 17750 | 17750 | ||
| Equipment | 113258 | 86844 | 14444 | 11970 |
| Credit card/bank fees | 154254 | 90425 | 11964 | 51865 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19633611 | Total |
| Program Services | 15548929 | ProgramServices |
| Management And General | 1485770 | ManagementAndGeneral |
| Fundraising | 2598912 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482842 | BOY |
| EOY | 435000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65846 | BOY |
| EOY | 148232 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9753842 | BOY |
| EOY | 13868359 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147143 | BOY |
| EOY | 147502 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40762 | BOY |
| EOY | 40665 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1413440 | BOY |
| EOY | 1846312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3386838 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2391902 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1069583 | BOY |
| EOY | 994936 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12973458 | BOY |
| EOY | 17481006 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 805217 | BOY |
| EOY | 586278 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2548599 | BOY |
| EOY | 2555328 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2780000 | BOY |
| EOY | 1465000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980091 | BOY |
| EOY | 1053937 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7113907 | BOY |
| EOY | 5660543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1728143 | BOY |
| EOY | -1777074 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7587694 | BOY |
| EOY | 13597537 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5859551 | BOY |
| EOY | 11820463 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12973458 | BOY |
| EOY | 17481006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 11593159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16728056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18782734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15463139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21642924 | CurrentTaxYear |
| Total | 84210012 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11593159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16728056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18782734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15463139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21642924 | CurrentTaxYear |
| Total | 84210012 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 23203979 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61006033 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1364 | CurrentTaxYear |
| Total | 18274 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 84228286 | TotalSupport |
| Gross Receipts From Admissions Etc | 25598975 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72430 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75880 | 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 | 36258064 | BeginningOfYearBalance |
| Contributions | 1203952 | Contributions |
| Investment Earnings Or Losses | 3425926 | InvestmentEarningsOrLosses |
| Other Expenditures | 3699200 | OtherExpenditures |
| Administrative Expenses | 17634 | AdministrativeExpenses |
| End Of Year Balance | 37171108 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43267477 | BeginningOfYearBalance |
| Contributions | 609366 | Contributions |
| Investment Earnings Or Losses | -4552524 | InvestmentEarningsOrLosses |
| Other Expenditures | 3065455 | OtherExpenditures |
| Administrative Expenses | 800 | AdministrativeExpenses |
| End Of Year Balance | 36258064 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85810 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13110 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1907997 | OtherCostOrOtherBasis |
| Depreciation | 1339507 | Depreciation |
| Book Value | 568490 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1361342 | OtherCostOrOtherBasis |
| Depreciation | 944556 | Depreciation |
| Book Value | 416786 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 117499 | OtherCostOrOtherBasis |
| Depreciation | 107839 | Depreciation |
| Book Value | 9660 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 994936 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to affiliates | Description |
| Amount | $1,053,937 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1053937 | TotalOfAmounts |
| Total Revenue | 25594523 | TotalRevenue |
| Total Expenses | 19633611 | TotalExpenses |
| Excess Or Deficit For Year | 5960912 | ExcessOrDeficitForYear |
| Other | $968,997 | OtherAmount |
| Total Adjustments | 968997 | TotalAdjustments |
| Excess Or Deficit Per FS | 6929909 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26842401 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 159389 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 4813114 | OtherRevenues |
| Revenue Not Rptd F990 | 4972503 | RevenueNotRptdF990 |
| Revenue Subtotal | 21869898 | RevenueSubtotal |
| Other Revenues Not Included | 3724625 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3724625 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25594523 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19912492 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 159389 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 119492 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 278881 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19633611 | ExpensesSubtotal |
| Total Expenses Per Form990 | 19633611 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Consol. audit - expenses of affiliates $119492 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Contributions from affiliates $3724625 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Consol. audit - revenue of affiliates $4813114 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Consolidated audit - activity of affiliates $968997 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The organization's endowment funds are held solely by Houston Grand Opera Endowment, Inc. The funds are held to support the following activities: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Opera Ball | NameOfEvent1 |
| Gross Receipts Event1 | 942411 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 655696 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 286715 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 550 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 116968 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 16659 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 127510 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Concert Arias | NameOfEvent2 |
| Gross Receipts Event2 | 459780 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 392030 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 67750 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2029 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 53859 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 21826 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 301335 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 170490 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 130845 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 73564 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 918 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 67434 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1703526 | GrossReceiptsTotal |
| Charitable Contributions Total | 1218216 | CharitableContributionsTotal |
| Gross Revenue Total Events | 485310 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2579 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 244391 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 17577 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 216770 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 481317 | DirectExpenseSummaryEvents |
| Net Income Summary | 3993 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 3 | NumberOfRecipients |
| Amount Of Cash Grant | 6000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Scholarships are awarded by two selected adjudicators at the public Graduation Recital. Scholarship award checks are made directly to the award recipient's university for use toward education expenses. If funds are not so used, the university will refund any unused portions back to HGO Association. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| Patrick Summers | ||||
| 309619 | 15000 | 4271 | 328890 | |
| Greg Robertson | ||||
| 229665 | 7698 | 237363 | ||
| Deborah Hirsch | ||||
| 147105 | 6805 | 153910 | ||
| Anthony Freud | ||||
| 308213 | 20000 | 4697 | 353138 | 20228 |
| Ann Owens | ||||
| 226210 | 6854 | 233064 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1402613 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair mkt. val. | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The financial statements are available on www.houstongrandopera.org, and the other documents are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | See above for process followed for individuals described in question 15b. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | After the board is elected for the upcoming fiscal year, each member is emailed a copy of the conflict of interest statement for review. At the first board of directors meeting of the year, the conflict of interest statement is handed out and a request is made to fill it out and return it. Shortly thereafter, the returned statements are compiled and reviewed. Members who have not completed it are contacted and requested to complete it again. A similar procedure is followed for key employees. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Management reviews the 990 and provides a copy to the board of directors via email before filing with the IRS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Houston Grand Opera Guild Inc | |||||||||
| 510 Preston Street | Houston | TX | 77002 | 740016764 | Providing financial and volunteer support for HGO | TX | 501(c)(3) | 509(a)(2) | N/A |
| Houston Grand Opera Endowment Inc | |||||||||
| 510 Preston Street | Houston | TX | 77002 | 760038314 | Hold, manage Endowment funds for the benefit of HGO | TX | 501(c)(3) | 509(a)(3) | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Houston Grand Opera Guild Inc | |
| c | 25425 |
| Houston Grand Opera Endowment Inc | |
| c | 3699200 |