2023-12-21T13:17:12-06:00 2023-06-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-07-01 756004746 The Dallas Opera % KEVIN FIGG DALL 2144431043 2403 Flora Street Suite 500 Dallas TX 75201 IAN DERRER GENERAL DIR. & CEO 2144431043 2023-11-15 true IAN DERRER 999009999 Jeanette Verrelli P00742631 9727028262 2022 2023-04-26 12:10:37Z IAN DERRER 2403 Flora Street Suite 500 Dallas TX 75201 12820434 false X WWW.DALLASOPERA.ORG X 1957 TX PERFORMANCE OF OPERA PRODUCTIONS, EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. 106 105 485 75 0 0 19388799 10100472 2499236 2662547 820 9293 -29997 7497 21858858 12779809 19676 111810 0 0 10413577 11636192 60963 19596 1304734 4759395 5826122 15253611 17593720 6605247 -4813911 18890902 16515682 6981518 9420209 11909384 7095473 X THE DALLAS OPERA IS A WORLD-CLASS PERFORMING ARTS ORGANIZATION PRODUCING OUTSTANDING MAINSTAGE AND CHAMBER OPERA REPERTOIRE, ATTRACTING NATIONAL AND INTERNATIONAL ATTENTION, COMMITTED TO EXTENSIVE COMMUNITY OUTREACH AND EDUCATION, AND MANAGED TO THE HIGHEST POSSIBLE STANDARDS OF ARTISTIC EXCELLENCE, ACCOUNTABILITY, EFFICIENCY AND FINANCIAL SUSTAINABILITY. false false 11392686 111810 2624987 MAINSTAGE AUDIENCE: 28,086 patrons attended 16 performances across 4 productions at Winspear Opera House: RIGOLETTO, HANSEL AND GRETEL, DAS RHEINGOLD, and COSI FAN TUTTE Another 5,327 participated in pre- and post-opera talks, open dress rehearsals, backstage tours, and other mainstage-related activities. 396945 4194 Digital programs: 22,355 viewed our digital programming, including and rebroadcasts of our 4 mainstage operas, education resources, and other performance-based content. 558482 54410 Community Engagement & Education programs: 9,393 North Texans enjoyed a range of community outreach programs, including 4,572 at 7 special concerts, 3,989 at 4 family performances of THE BILLY GOATS GRUFF and THE ELIXIR OF LOVE, and 832 at OperaTruck and other community-based performances. 16,640 students of all ages participated in our arts education programming, including 4 student matinee performances of THE BILLY GOATS GRUFF, Touring Opera performances in schools, Opera in a Suitcase workshops and performances in schools, dress rehearsals, and other workshops and education-oriented activities. 12348113 true true false false false false false false false true true false false true true false false true false false false false false true true false false true false true false false false false false false false false false false false false false true true true false false true 144 0 true 485 true false false false false false true true false false false false false false X 106 105 true false false false false true true true true false false true true true true true true true true false X X KEVIN FIGG 2144431026 2403 FLORA STREET SUITE 500 DALLAS TX 75201 EMMANUEL VILLAUME Music Director 40.0 0.0 X 652782 0 17664 IAN L DERRER General Director & CEO 40.0 1.0 X X 304197 0 21833 ELISABETH B GALLEY Director of Development 40.0 0.0 X 174150 0 19264 WALKER BEARD Director of Operations 40.0 0.0 X 144076 0 9039 CYNTHIA GRZANOWSKI Director of Marketing 40.0 0.0 X 133612 0 12699 JOHN HARPOOL Dir of Fin Planning & Analysis 40.0 0.0 X 107853 0 15257 LINDA LIPSCOMB Associate Dir of Development 40.0 0.0 X 121200 0 306 KEVIN FIGG Director of Accounting 40.0 0.0 X 100646 0 11381 Martha Allday Board Member 1.0 0.0 X 0 0 0 Michael Baker Board Member 1.0 0.0 X 0 0 0 Ruth Bison Board Member 1.0 0.0 X 0 0 0 Randall C Brown Board Member 1.0 0.0 X 0 0 0 Julie Buschman Board Member 1.0 0.0 X 0 0 0 Tassio Carvalho PhD Board Member 1.0 0.0 X 0 0 0 Cindy Feld Board Member 1.0 0.0 X 0 0 0 Cynthia Floyd Board Member 1.0 0.0 X 0 0 0 Mark Geyer Board Member 1.0 0.0 X 0 0 0 Linda W Hart Board Member 1.0 0.0 X 0 0 0 Myra Hull Board Member 1.0 0.0 X 0 0 0 Augustine Jalomo Board Member 1.0 0.0 X 0 0 0 Mark H LaRoe Board Member 1.0 0.0 X 0 0 0 Thomas Maddrey Board Member 1.0 0.0 X 0 0 0 Joy S Mankoff Board Member 1.0 0.0 X 0 0 0 Tom H McCasland Jr Board Member 1.0 0.0 X 0 0 0 Edgar A Morales Board Member Start: 07/22 1.0 0.0 X 0 0 0 Marla C Muns Board Member 1.0 0.0 X 0 0 0 Laurie Pan Ph D Board Member Start: 07/22 1.0 0.0 X 0 0 0 Michael E Phillips Board Member 1.0 0.0 X 0 0 0 Quincy Roberts Board Member 1.0 1.0 X 0 0 0 Martha Rochelle Board Member 1.0 0.0 X 0 0 0 Stephen H Sands Board Member 1.0 0.0 X 0 0 0 Enika Schulze Board Member 1.0 0.0 X 0 0 0 Richard Schulze Board Member 1.0 0.0 X 0 0 0 Linda VanSickle Smith Board Member 1.0 0.0 X 0 0 0 Darren Speir Board Member 1.0 0.0 X 0 0 0 Betty Suellentrop Board Member 1.0 0.0 X 0 0 0 Steve Suellentrop Board Member 1.0 1.0 X 0 0 0 Peter Townsend Board Member 1.0 0.0 X 0 0 0 John Ward Board Member 1.0 0.0 X 0 0 0 Bobbi Wedlan Weil Board Member 1.0 0.0 X 0 0 0 Martha Wells Board Member 1.0 0.0 X 0 0 0 Jill Winspear Board Member 1.0 0.0 X 0 0 0 Joseph A I Worsham Board Member 1.0 0.0 X 0 0 0 Ann Stuart PhD Board Chairman 1.0 0.0 X X 0 0 0 Susan Geyer Secretary 1.0 0.0 X X 0 0 0 Steve Penrose Treasurer 1.0 0.0 X X 0 0 0 David Genecov Board Member 1.0 0.0 X 0 0 0 Holly Mayer Board Member 1.0 0.0 X 0 0 0 Kern Wildenthal Board Member 1.0 0.0 X 0 0 0 Mark Phillips Board Member 1.0 0.0 X 0 0 0 Karen Almond Trustee 1.0 0.0 X 0 0 0 Angela Bettinger Trustee 1.0 0.0 X 0 0 0 David Boddie Trustee 1.0 0.0 X 0 0 0 Roger Carroll Trustee 1.0 0.0 X 0 0 0 Milene Carvalho Trustee 1.0 0.0 X 0 0 0 Scott Chase Trustee 1.0 0.0 X 0 0 0 John Collins Trustee 1.0 0.0 X 0 0 0 Terry Connor Trustee 1.0 0.0 X 0 0 0 Anthony Copp Trustee 1.0 0.0 X 0 0 0 Linda Custard Trustee 1.0 0.0 X 0 0 0 Jane Degler Trustee 1.0 0.0 X 0 0 0 Robert Dupuy Trustee 1.0 0.0 X 0 0 0 Gary Glaser Trustee 1.0 0.0 X 0 0 0 Armon Golliday Trustee 1.0 0.0 X 0 0 0 Howard Hallam Trustee 1.0 0.0 X 0 0 0 Jerry Lee Holmes Trustee 1.0 0.0 X 0 0 0 Robert Hull Trustee 1.0 0.0 X 0 0 0 Emily Jefferson Trustee 1.0 0.0 X 0 0 0 Elizabeth Kimple Trustee 1.0 0.0 X 0 0 0 Ford Lacy Trustee 1.0 0.0 X 0 0 0 Paula Lambert Trustee 1.0 1.0 X 0 0 0 Jenny Lewis Trustee 1.0 0.0 X 0 0 0 Jani Lotz Trustee Start: 07/22 1.0 0.0 X 0 0 0 Julie Machal-Fulks Trustee 1.0 0.0 X 0 0 0 Jay Marshall Trustee 1.0 0.0 X 0 0 0 Mitch Maxwell Trustee 1.0 0.0 X 0 0 0 Phyllis McCasland Trustee 1.0 0.0 X 0 0 0 CH Moore Trustee 1.0 0.0 X 0 0 0 Katie Myatt Trustee Start: 07/22 1.0 0.0 X 0 0 0 Arlene Navias Trustee 1.0 0.0 X 0 0 0 Louis Navias Trustee 1.0 0.0 X 0 0 0 Darryl Pounds Trustee 1.0 0.0 X 0 0 0 Ella Prichard Trustee 1.0 0.0 X 0 0 0 Joan Reisch Trustee 1.0 0.0 X 0 0 0 Marion Rothstein Trustee 1.0 0.0 X 0 0 0 Abraham Salum Trustee 1.0 0.0 X 0 0 0 Carole Silverman Trustee 1.0 0.0 X 0 0 0 Ashley Anderson Smith Trustee 1.0 0.0 X 0 0 0 Jean Ann Titus Trustee 1.0 0.0 X 0 0 0 Sarah Titus Trustee 1.0 0.0 X 0 0 0 Kenneth Travis Trustee 1.0 0.0 X 0 0 0 Jane Wetzel Trustee 1.0 0.0 X 0 0 0 James Wiley Trustee 1.0 0.0 X 0 0 0 Debra Witter Trustee 1.0 0.0 X 0 0 0 Katie Wolber Trustee 1.0 0.0 X 0 0 0 Alice W Bass Board Member 1.0 0.0 X 0 0 0 Diane Brierley Board Member 1.0 0.0 X 0 0 0 John T Cody Jr Board Member 1.0 0.0 X 0 0 0 John W Dayton Board Member 1.0 0.0 X 0 0 0 Patsy M Donosky Board Member 1.0 0.0 X 0 0 0 James R Erwin Board Member 1.0 0.0 X 0 0 0 Ruben E Esquivel Board Member 1.0 0.0 X 0 0 0 Marilyn Halla Board Member 1.0 0.0 X 0 0 0 Davis Hamlin Board Member 1.0 0.0 X 0 0 0 Kaki Hopkins Board Member 1.0 0.0 X 0 0 0 Richard Massman Board Member 1.0 0.0 X 0 0 0 Geraldine Tincy Miller Board Member 1.0 0.0 X 0 0 0 Joyce Mitchell Board Member 1.0 0.0 X 0 0 0 Pat Rosenthal Board Member 1.0 0.0 X 0 0 0 James R Seitz Jr Board Member 1.0 0.0 X 0 0 0 Martin J Weiland Board Member 1.0 0.0 X 0 0 0 Ann Williams Board Member 1.0 0.0 X 0 0 0 TOM MAYER BOARD MEMBER 1.0 0.0 X 0 0 0 1738516 0 107443 9 false true false Allied Global Marketing 55 Cambridge Parkway Suite 200 CAMBRIDGE MA 02142 Mktg/advertising 358202 WFAA PO Box 637386 CINCINNATI OH 45263 Radio Broadcasting 202268 Ussery Printing Company 4201 Airborn Drive ADDISON TX 75001 Printing services 153565 PrototypeIT 400 W Main St Suite 100 LEWISVILLE TX 75057 IT Services 129202 4 65019 1279041 1698871 7057541 10100472 Ticket Sales - Opera 711190 2518454 2518454 Auxiliary Revenue 711190 77443 77443 Set/Costume Rentals 711190 66650 66650 2662547 7448 7448 0 0 0 0 0 1845 1845 1845 1845 17739 65019 36630 -18891 -18891 0 0 0 9339 3995 5344 5344 BAD DEBT RECOVERY 900099 21044 21044 21044 12779809 2683591 -4254 111810 111810 0 0 0 1189890 746728 315627 127535 0 8784940 7223962 915070 645908 72458 18013 34273 20172 835689 646984 116396 72309 753215 581015 109732 62468 0 90932 90932 42492 42492 384 384 19596 19596 0 217829 93120 124709 979830 979830 311610 172005 80215 59390 423968 28399 298844 96725 0 536606 405390 98412 32804 273259 211893 56370 4996 0 1143 1143 284180 284180 0 351543 48014 303529 290881 257654 24920 8307 Physical Production Cost 1642806 1642806 OUTREACH, GUILD & SPECIAL 307965 160320 147645 . 0 . 0 70694 65342 5352 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8108846 4120562 3988284 1403768 1210550 193218 344594 252816 91778 4431880 Right of Use Assets 2415606 Deposits 678 2416284 0 Lease Liabilities 2416693 LOAN PAYABLE - THE DALLAS OPERA FDN 3232275 5648968 12888188 90643 90643 12797545 -17736 -17736 12779809 17702099 90643 17736 108379 17593720 17593720 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE OPERA. SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Bad Debt $21,044 Direct Fundraising Expenses (36,630) Cost of goods sold (3,995) Gain of sale of contributed stock 1,845 -------------- $(17,736) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Bad Debt $(21,044) Direct Fundraising Expenses 36,630 Cost of goods sold 3,995 Gain of sale of contributed stock (1,845) --------------- $17,736 X X X X X true DCM Inc 330 W 38th St New York NY 10018 Telemarket. false 43658 19596 24062 43658 19596 24062 OPENING NIGHT 82758 65019 17739 10260 10708 5500 10162 0 82758 65019 17739 10260 10708 5500 10162 36630 -18891 true THE DALLAS OPERA FOUNDATION 2403 FLORA STREET Suite 500 DALLAS TX 75201 752008823 501(C)(3) 111810 GENERAL ASSISTANCE 1 SCHEDULE I, PART I, LINE 2 THE ORGANIZATION SHARES MANAGEMENT EMPLOYEES WITH THE DALLAS OPERA FOUNDATION. ALONG WITH THE BOARD AND TRUSTEES, MANAGEMENT ENSURES THE FINANCIAL SUPPORT PROVIDED BY THE FOUNDATION IS USED FOR THE PURPOSES AS DESCRIBED IN THE ENDOWMENT AGREEMENTS. X X X X false false false false false false false false false IAN L DERRER General Director & CEO 304197 0 0 11285 10548 326030 0 EMMANUEL VILLAUME Music Director 652782 0 0 6370 11294 670446 0 ELISABETH B GALLEY Director of Development 174150 0 0 7253 12011 193414 0 WALKER BEARD Director of Operations 144076 0 0 1779 7260 153115 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS/TRUSTEES WITH FAMILY RELATIONSHIP: TDO HAS A MULTITUDE OF DIRECTORS/TRUSTEES WITH A FAMILY RELATIONSHIP. BELOW IS A LISTING FOR THE 22-23 FISCAL YEAR: - SPOUSES: MILENE AND TASSIO CARVALHO, MYRA AND ROBERT HULL, HOLLY AND TOM MAYER, PHYLLIS AND TOM MCCASLAND, ARLENE AND LOUIS NAVIAS, ENIKA AND RICHARD SCHULZE, STEVE AND BETTY SUELLENTROP, KERN AND MARNIE WILDENTHAL. - FAMILY RELATIONSHIP - SCOTT CHASE AND DEBRA WITTER, JEAN ANN AND SARA TITUS. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY: THE DIRECTORS ARE ELECTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL BY THE TRUSTEES: SOME DECISIONS MADE BY THE GOVERNING BODY REQUIRE FINAL APPROVAL BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE 990 IS SENT TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS AND SENIOR STAFF MEMBERS RECEIVE, REVIEW AND SIGN A STATEMENT THAT AFFIRMS THEIR COMPLIANCE WITH THIS POLICY. If a conflict of interest is found, the board or senior staff member recuses themselves from the respective committee or from any votes or decisions that are related. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION REVIEW: THE ORGANIZATION HAS ESTABLISHED AN INDEPENDENT COMPENSATION COMMITTEE COMPRISING OF FOUR OR MORE BOARD MEMBERS TO ASSIST WITH DETERMINATION OF COMPENSATION. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING THE AMOUNT OF COMPENSATION FOR THE GENERAL DIRECTOR AND CHIEF EXECUTIVE OFFICER ANNUALLY. THE COMMITTEE REVIEWS COMPARABLE NATIONAL AND LOCAL COMPENSATION DATA AND OTHER APPLICABLE RESOURCES AS RELEVANT AND READILY AVAILABLE, PRIOR TO DETERMINING, DOCUMENTING AND APPROVING COMPENSATION. Compensation for key employees is at the discretion of the General Director & CEO. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: PRIOR TAX RETURNS and Financial Statements ARE available our website, Guidestar, IRS website, and upon request. GUIDESTAR GATHERS AND PUBLICIZES INFORMATION ABOUT NONPROFIT ORGANIZATIONS. Governing Documents and Conflict of Interest policy are available on request. Form 990, Part VI, Section A, Line 1a EXECUTIVE COMMITTEE AUTHORITY: THE BOARD OF DIRECTORS HAS DESIGNATED MEMBERS OF AN EXECUTIVE COMMITTEE. THE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE COMPANY WITH RESPECT TO MATTERS THAT ARISE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. THE DALLAS OPERA FOUNDATION 2403 FLORA STREET SUITE 500 DALLAS TX 75201 752008823 SUPPORT TX 501(C)(3) 12A TYPE I DALLAS OPERA true false true true false true false false false false false false true false true false false true false false THE DALLAS OPERA FOUNDATION C 1279041 FMV THE DALLAS OPERA FOUNDATION B 111810 FMV