2011-04-15T11:35:32-05:00 2010-05-31 TRAVIS WOLFF LLP 15950 N DALLAS PARKWAY 600 DALLAS TX 75248 990 2009-06-01 756004746 THE DALLAS OPERA DALL 2144431043 2403 FLORA STREET SUITE 500 DALLAS TX 75201 Adam Cox 2144431043 2011-04-14 1 KENNETH B TRAVIS 9726611843 2009 2016-02-24 21:20:13Z Adam Cox 2403 FLORA STREET SUITE 500 DALLAS TX 75201 19649676 0 X www.dallasopera.org X opera company 1957 TX Performance of opera productions, and education and minority outreach programs to raise awareness of the performing arts, as well as giving back to the community. 56 56 447 0 0 0 6857517 10981939 4507309 8324741 235710 241906 52313 11600536 19600899 0 0 5268220 10045461 1042465 48777 1922483 5114657 8064839 11425342 18159077 175194 1441822 12282232 12073397 4052841 5811846 8229391 6261551 The Dallas Opera is committed to producing opera of uncompromising quality, enriching the life of the community, and embracing its diverse cultural heritage. We produce masterpieces of the standard repertoire, produce the world's best non-traditional opera and music theater, and perpetuate the art form by commissioning new American works. As an internationally respected opera company, we are further committed to discovering and nurturing exceptionally talented young artists. 0 0 12387871 6284842 Thirty PERFORMANCES OF FIVE OPERA PRODUCTIONS, Four PERFORMANCES OF SCHOOL OPERA PRODUCTIONS 2456067 3850 MINORITY OUTREACH PROGRAMS; ADULT AND HIGH SCHOOL EDUCATIONAL PROGRAMMING; SEventeen PERFORMANCES OF TOURING OPERA FOR CHILDREN. 2036049 rehearsal hall rental, guild events, sponsorship, miscellaneous income 2036049 14843938 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 93 0 1 447 1 0 0 0 0 0 1 1 0 0 0 56 56 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ADAM COX CFO 2144431075 2403 FLORA STREET SUITE 500 DALLAS TX 75201 Connie Beck X 0 0 0 James Berry X 0 0 0 Steve Birch X 0 0 0 William B Blaylock X 0 0 0 William R Bogart X 0 0 0 Diane Brierley X 0 0 0 Harold M Brierley X 0 0 0 Eric Buether X 0 0 0 Robert L Carrel X 0 0 0 John Cody X 0 0 0 Phillip Collins X 0 0 0 Alice Court X 0 0 0 Kevin Curley X 0 0 0 Nicole Dabbert X 0 0 0 Arlene Dayton X 0 0 0 John W Dayton X 0 0 0 Peter Denker X 0 0 0 Lloyd Drumm X 0 0 0 Ruben Esquivel X 0 0 0 Patrick J Everett X 0 0 0 Amy Faulconer X 0 0 0 Laura Freeland X 0 0 0 Carol Glendenning X 0 0 0 Jack Harrod X 0 0 0 Linda Hart X 0 0 0 Sherel Horsley X 0 0 0 Myra Barker Hull X 0 0 0 Joy Mankoff X 0 0 0 Joseph Jay H Marshall X 0 0 0 Richard Massman X 0 0 0 Susan Holly Mayer X 0 0 0 Tom Mayer X 0 0 0 Tom McCasland X 0 0 0 Greg McConeghy X 0 0 0 Richard Mendoza X 0 0 0 Henry Miller Deceased X 0 0 0 Joyce Mitchell X 0 0 0 Lynn Mock X 0 0 0 Julia Moore X 0 0 0 Blaine Nelson X 0 0 0 Martha R Peak X 0 0 0 Gloria Rege X 0 0 0 Maxwell Scarlett X 0 0 0 Richard Schulze X 0 0 0 James R Seitz X 0 0 0 Shannon Skokos X 0 0 0 Ted Skokos X 0 0 0 Jack D Sweet X 0 0 0 Peter Townsend X 0 0 0 Tamareh Tuma X 0 0 0 M J Martin Weiland X 0 0 0 Jeanette Wharton X 0 0 0 Kern Wildenthal X 0 0 0 Don Winspear X 0 0 0 Rodney Woods X 0 0 0 Jeffery Adelglass X 0 0 0 Janet Albers X 0 0 0 Karen Almond X 0 0 0 Hillary Artzt X 0 0 0 Jerald Baldridge X 0 0 0 Carol Barger X 0 0 0 Terry Barrett X 0 0 0 M Leigh Bartlett X 0 0 0 Alice Bass X 0 0 0 Ruth Bison X 0 0 0 Fredrick R Bjorck X 0 0 0 Elaine C Blaylock X 0 0 0 Joanne Bober X 0 0 0 Bill Booziotiz X 0 0 0 Robert M Brackbill X 0 0 0 Marla Jacks Briggle X 0 0 0 J Baxter Brinkmann X 0 0 0 Anne R Bromberg X 0 0 0 Julie Buether X 0 0 0 William Buether X 0 0 0 Bruce Calder X 0 0 0 Cathy Carr X 0 0 0 Jean Chang X 0 0 0 Scott Chase X 0 0 0 John Collins X 0 0 0 Terry K Cook X 0 0 0 Tony Copp X 0 0 0 Barry W Cowan X 0 0 0 Trammel S Crow X 0 0 0 Linda Pitts Custard X 0 0 0 Josiah Daniel X 0 0 0 Judith E Dardaganian X 0 0 0 Natalie Davenport-Hawkin X 0 0 0 Richard Dickerman X 0 0 0 Barbara Dickson X 0 0 0 Patsy Donosky X 0 0 0 Karen Drayer X 0 0 0 Phillip Drayer X 0 0 0 Thomas M Dunning X 0 0 0 Roger Enrico X 0 0 0 James Erwin X 0 0 0 Timothy G Ewing X 0 0 0 Cindy Feld X 0 0 0 Antony Francis X 0 0 0 Bettie D Francis X 0 0 0 Lynn Frank X 0 0 0 Harriet Gibbs X 0 0 0 Charles Gibbs X 0 0 0 Claudia Gonzalez X 0 0 0 Shelia Grant X 0 0 0 John M Haley X 0 0 0 Howard Hallam X 0 0 0 J Davis Hamlin X 0 0 0 Nancy Hamon X 0 0 0 Deborah Hankinson X 0 0 0 Tammy Hanson X 0 0 0 Grover Hartt III X 0 0 0 Sherry Hayslip X 0 0 0 William J Hendrix X 0 0 0 Dr Linda H Hester X 0 0 0 James C Holcomb Jr X 0 0 0 Richard H Holoman X 0 0 0 Katherine Hopkins X 0 0 0 Jennifer Houser X 0 0 0 Robert L Hull X 0 0 0 Deborah Hulse X 0 0 0 Bart Humphrey X 0 0 0 Patricia Hutcheson X 0 0 0 Richard Illmer X 0 0 0 Harriett Hines Jeffers X 0 0 0 Bryan H Jones X 0 0 0 H Grady Jordan X 0 0 0 Dorothy Kennington X 0 0 0 Martha Kimmerling X 0 0 0 Scott Kimple X 0 0 0 Connie Klemow X 0 0 0 Marten Klop X 0 0 0 Ted Kollaja X 0 0 0 Ford Lacy X 0 0 0 Steve Lagerstrom X 0 0 0 Thomas Leatherbury X 0 0 0 Jack Lempke X 0 0 0 Jenny Lewis X 0 0 0 Willis C Maddrey X 0 0 0 Lynn Markle X 0 0 0 John Marks X 0 0 0 Mario J Marte X 0 0 0 Phyllis McCasland X 0 0 0 Thomas Effie McCullough X 0 0 0 Don McDermett X 0 0 0 Charles McLaughlin X 0 0 0 Johanna McLaughlin X 0 0 0 Maria Mendez X 0 0 0 Bob Midyett X 0 0 0 Jarrell R Milburn X 0 0 0 Geraldine -Tincy Miller X 0 0 0 Henry Miller III X 0 0 0 Harvey Mitchell X 0 0 0 C H Moore X 0 0 0 Arnold R Mozisek Jr X 0 0 0 Marla Muns X 0 0 0 Nancy Nasher X 0 0 0 Lou Navias X 0 0 0 Shula Netzer X 0 0 0 Adrian Norbury X 0 0 0 Lynn G O'Neil X 0 0 0 Geoffrey Osborn X 0 0 0 James D Patterson X 0 0 0 Dianne H Patterson X 0 0 0 Ginnie Payne X 0 0 0 Fred Penn X 0 0 0 Stephen B L Penrose X 0 0 0 Fran Phillips X 0 0 0 Michael Phillips X 0 0 0 Randy Pierson X 0 0 0 Darryl Pounds X 0 0 0 Aileen M Pratt X 0 0 0 Tucker Pressly X 0 0 0 Caren Prothro X 0 0 0 Joan Reisch X 0 0 0 Charles R Ritchey X 0 0 0 Tanya Roberts X 0 0 0 Marion Rothstein X 0 0 0 Pat Rosenthal X 0 0 0 Rogene Russell X 0 0 0 Thomas K Russell X 0 0 0 Mark Scammel X 0 0 0 Georg Schaeffler X 0 0 0 William Schillling X 0 0 0 John Seddelmeyer X 0 0 0 Sarah Seddelmeyer X 0 0 0 Peter Sefzik X 0 0 0 Marilyn B Smith X 0 0 0 Thomas Smith X 0 0 0 Gloria Snead X 0 0 0 Abbott Sparks X 0 0 0 Milt Strong X 0 0 0 Stephen G Suellentrop X 0 0 0 Greg Swalwell X 0 0 0 Joe Taylor X 0 0 0 John R Taylor Jr X 0 0 0 Bob Titus Deceased X 0 0 0 Ken Travis X 0 0 0 Scott S Trulock X 0 0 0 Sandra S Tucker X 0 0 0 Mary Virginia Tuinstra X 0 0 0 Jean Wagner X 0 0 0 Victor Wales X 0 0 0 John Ward X 0 0 0 Mary A Watson X 0 0 0 Tucean Webb X 0 0 0 Jane A Wetzel X 0 0 0 George W Wharton X 0 0 0 Jeffrey Wildin X 0 0 0 James E Wiley Jr X 0 0 0 J McDonald Williams X 0 0 0 Ellen Winspear X 0 0 0 GRAEME JENKINS 40.00 X 304500 0 18000 CYNTHIA YOUNG 40.00 X 116256 0 8918 MAUREEN MIXTACKI 40.00 X 100001 0 13415 jonathan pell 40.00 X 111036 0 8854 john gage 40.00 X 99951 0 6346 731744 0 55533 4 0 1 0 dallas stage scenery 3917 Willow St dallas TX 75226 stage scenery service 984297 Matchbox Studio 3013 canton street dallas TX 75226 Printing 331093 Next Media Inc 3625 N Hall St 1100 dallas TX 75226 Advertising and Radio 289507 Wolfgang Puck Catering 333 S Hope Street los angeles CA 90071 Catering Services 235293 dallas morning news 508 young street dallas TX 75202 advertising and Radio 172482 5 153788 10828151 10981939 TICKET SALES - OPERA 711190 6288692 6288692 Co production performa 711190 999000 999000 AT&T Perfoming Arts Ce 711190 578018 578018 GUILD EVENT REVENUE 711190 175447 175447 Sponsorship Revenue 711190 125000 125000 158584 158584 8324741 241906 241906 101090 48777 52313 52313 19600899 8324741 0 294219 8792715 7591555 554662 646498 67795 35096 17187 15512 485040 391943 56050 37047 699911 619473 37308 43130 246749 246749 91835 91835 48777 48777 1167964 1122947 9980 35037 1908794 931776 177541 799477 608675 444948 163727 201274 192194 9080 100 100 14795 14795 252430 51562 200868 SETS, PROPS, COSTUMES & 2539221 2539221 MUSIC EXPENSE 499545 499545 CREDIT CARD & STOCK FEE 216120 211644 4476 OUTREACH, GUILD & SPECI 178076 49902 128174 BAD DEBT EXPENSE 131000 131000 8261 162132 -178146 24275 18159077 14843938 1392656 1922483 1939288 1062143 4281653 2411105 566120 940434 1107754 358951 9014791 1751711 4387417 7263080 0 37684 12282232 12073397 145744 1595652 3907097 2691194 0 1525000 4052841 5811846 X 2535730 5064332 4652046 1197219 1041615 0 8229391 6261551 12282232 12073397 X 0 1 1 X 0 X 5951264 7018474 8301419 6857517 11034252 39162926 5951264 7018474 8301419 6857517 11034252 39162926 34334 39128592 170345 171662 188824 235710 241906 1008447 40171373 25909318 0.97400 0.91490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4278472 2896207 654394 117329 35 7711709 4142783 1174940 -819844 207139 12268 4278472 0 1 1 263351 263351 5220974 898668 4322306 2385663 410636 1975027 212338 145043 67295 932465 297364 635101 7263080 Line of Credit 1525000 1525000 19600899 18159077 1441822 -3409662 -3409662 -1967840 19600899 0 19600899 0 19600899 18107515 0 18107515 51562 51562 18159077 Part X: Description of Uncertain Tax Positions Under FIN 48: On June 1, 2009, the Opera adopted the FASB guidance for recognition of uncertain tax positions. Interest and penalties related to uncertain tax positions will be recognized in income tax expenses, if applicable. At June 1, 2009 and May 31, 2010, no uncertain tax positions have been identified and, therefore, no amounts were recognized during fiscal year 2010. Part XI, Line 8 - Other Adjustments: CONTRIBUTIONS TO TEMPORARILY RESTRICTED FUNDS: 422560. NET ASSETS RELEASED FROM RESTRICTIONS: -3883784. depreciation for tax purposes: 51562. Part XIII, Line 4b - Other Adjustments: depreciation: 51562. X X X X X X X 0 Taylar Development LLC 0 101090 48777 52313 101090 48777 52313 telefunding services 101090 101090 101090 101090 101090 X X X 1 1 X 0 0 0 0 0 0 0 0 0 GRAEME JENKINS 304500 0 0 0 0 0 0 0 18000 0 322500 0 0 0 CYNTHIA YOUNG 116256 0 0 0 0 0 5168 0 3750 0 125174 0 0 0 MAUREEN MIXTACKI 100001 0 0 0 0 0 4890 0 8525 0 113416 0 0 0 jonathan pell 111036 0 0 0 0 0 5105 0 3749 0 119890 0 0 0 john gage 99951 0 0 0 0 0 4337 0 2009 0 106297 0 0 0 X 1 32500 FMV OF PROPERTY X In-Kind contributions 7 653290 FMV of services rendered/advertising costs 0 1 0 Form 990, Part VI, Section A, line 7a The directors are elected by the board of trustees. Form 990, Part VI, Section A, line 7b The board of trustees approves some decisions made by the governing body. Form 990, Part VI, Section B, line 11 the executive committee, under direction of the governing body, reviewed the return prior to sending to the irs. Form 990, Part VI, Section B, line 12c Conflict of Interest Policy is signed by all board and trustee members, as well as all key staff. If a transaction or arrangement dealing with a related party arises, it is reviewed by a designated committee for appropriateness and arms-length properties. This process helps ensure that all activities are handled in a manner consistent with the Opera's charitable purposes. Form 990, Part VI, Section B, line 15 .The company reviews relavant data for all executive hirings. Form 990, Part VI, Section C, line 19 PRIOR TAX RETURNS ARE LOCATED ON THE GUIDESTAR WEBSITE, WWW.GUIDESTAR.ORG. GUIDESTAR GATHERS AND PUBLICIZES INFORMAITON ABOUT NONPROFIT ORGANIZATIONS. Form 990, part XI, line 2c The Executive Committee of the Board of Directors reviewed the return prior to sending it to the IRS. THE DALLAS OPERA foundation 2403 Flora Street suite 500 dallas TX 75201 TO FINANCIALLY SUPPORT THE DALLAS OPERA AS ENDOWMENT TX 501(c)(3) Line 7 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0