OPERA THEATRE OF SAINT LOUIS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OPERA THEATRE OF SAINT LOUIS (EIN 43-0821958)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202242279349303379
- Schema version
- 2020v4.1
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T13:47:48-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430821958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERA THEATRE OF SAINT LOUIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW JORGENSEN | InCareOfNm |
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 3149610171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JORGENSEN | PersonNm |
| Person Title | GENERAL DIRECTOR | PersonTitleTxt |
| Phone | 3149634280 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew | PersonFirstNm |
| Person Last | Jorgensen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna J Larson | PreparerPersonNm |
| PTIN | P00043751 | PTIN |
| Phone | 3142315544 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW JORGENSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,769,323 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPERA-STL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | OPERA THEATRE'S MISSION IS TO SHAPE THE FUTURE OF OPERA AND TO CONNECT DIVERSE AUDIENCES THROUGH ITS POWER AND BEAUTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,256,710 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,084,623 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,801 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $211,838 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,548,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,267,157 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149,538 | PYOtherRevenueAmt |
| CY Other Revenue | $61,874 | CYOtherRevenueAmt |
| PY Total Revenue | $57,968,919 | PYTotalRevenueAmt |
| CY Total Revenue | $9,625,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,974,176 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,816,822 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,057,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,691,411 | PYOtherExpensesAmt |
| CY Other Expenses | $3,974,519 | CYOtherExpensesAmt |
| PY Total Expenses | $6,712,187 | PYTotalExpensesAmt |
| CY Total Expenses | $8,861,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $51,256,732 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $763,851 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,362,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,453,146 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $928,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,728,342 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,434,861 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,724,804 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPERA THEATRE'S MISSION IS TO SHAPE THE FUTURE OF OPERA AND TO CONNECT DIVERSE AUDIENCES THROUGH ITS POWER AND BEAUTY. TO ACCOMPLISH OUR MISSION, WE PRODUCE A WORLD-CLASS OPERA FESTIVAL, WE CHAMPION NEW WORKS, WE BUILD NEW AUDIENCES, WE EDUCATE AND ENGAGE OUR COMMUNITY, AND WE NURTURE THE FINEST OPERA ARTISTS, ARTISANS, AND ADMINISTRATORS OF EACH GENERATION. BY DOING SO, WE STRENGTHEN THE CULTURAL AND ECONOMIC VITALITY OF THE ST. LOUIS COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $6,105,838 | ExpenseAmt |
| Revenue | $211,838 | RevenueAmt |
| Desc | THE 2021 FESTIVAL SEASON INCLUDED PRODUCTIONS OF GIANNI SCHICCHI, HIGHWAY 1, U.S.A, LA VOIX HUMAINE, NEW WORKS, BOLD VOICES LAB, AND CENTER STAGE CONCERT. THESE PERFORMANCES FEATURED PRIMARILY YOUNG AMERICAN SINGERS IN PRODUCTIONS CONCEIVED AND LED BY INTERNATIONALLY RENOWNED CONDUCTORS, STAGE DIRECTORS, AND DESIGNERS. DUE TO COVID-19, WE HAD AN OUTDOOR FESTIVAL SEASON AND SOLD 5,413 TICKETS FOR $173,068. WE CONTIUNED A SLATE OF VIRTUAL ONLINE PROGRAMS, DIGITAL EVENTS WERE MADE AVAILABLE TO THE PUBLIC VIA OTSL'S SOCIAL MEDIA AND YOUTUBE CHANNELS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $359,269 | ExpenseAmt |
| Grant | $70,300 | GrantAmt |
| Revenue | $84,433 | RevenueAmt |
| Desc | IN FISCAL YEAR 2021 THE EDUCATION AND ENGAGEMENT PROGRAMS REACHED 97,440 STUDENTS IN 497 SCHOOLS AND 1,826 ADULTS IN 50 STATES AND 10 COUNTRIES. PROGRAMS INCLUDED A DIGITAL STREAMING OPERA PROGRAM IN PRIVATE, PAROCHIAL, AND PUBLIC SCHOOLS ACROSS THE WORLD, VIRTUAL DOCENT PRESENTATIONS IN THE COMMUNITY, AN ARTS INTENSIVE, VIRTUAL VOCAL INSTRUCTION AND COACHING FOR BEGINNING AND ADVANCED MUSIC STUDENTS FROM LOCAL SCHOOLS CULMINATING IN A STREAMED PUBLIC RECITAL AND SCHOLARSHIP AWARDS, STREAMED PANEL DISCUSSIONS ABOUT EACH OPERA, 3 ON-LINE VIRTUAL CAMPS FOR MIDDLE AND HIGH SCHOOL AGE STUDENTS, A VIRTUAL TEACHERS' WORKSHOP, AND A VIRTUAL CURRICULUM PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,465,107 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 81 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JORGENSEN | PersonNm |
| Phone | 3149610171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 HAZEL AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW JORGENSEN | ||||||||
| GENERAL DIRECTOR | 40.0 | 0.0 | Yes (X) | $205,452 | $0 | $9,150 | ||
| NICOLE FREBER | ||||||||
| MANAGING DIRECTOR OF ADVANCEME | 40.0 | 0.0 | $181,728 | $0 | $12,399 | Yes (X) | ||
| MARY IP | ||||||||
| DIRECTOR OF FINANCE | 40.0 | 0.0 | Yes (X) | $160,354 | $0 | $7,861 | ||
| STEVE RYAN | ||||||||
| DIRECTOR OF PRODUCTION AND OPE | 40.0 | 0.0 | $149,079 | $0 | $10,801 | Yes (X) | ||
| JAMES ROBINSON | ||||||||
| ARTISTIC DIRECTOR | 40.0 | 0.0 | $133,837 | $0 | $5,903 | Yes (X) | ||
| NOEMI K NEIDORFF | ||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LELIA J FARR | ||||||||
| VICE-CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| V RAYMOND STRANGHOENER | ||||||||
| VICE-CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SALLY S LEVY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MONT S LEVY | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SPENCER B BURKE | ||||||||
| IMMEDIATE PAST CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DONNA WILKINSON | ||||||||
| CHAIRMAN EMERITA | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM BERGES | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ADRIENNE DAVIS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KIM EBERLEIN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SARA FABICK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA G HECKER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GINA G HOAGLAND | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MRS RONALD A HOLTMAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOHN H RUSSELL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT L SCHARFF JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| REX SINQUEFIELD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ANN MCFARLAND SULLINS | ||||||||
| SECRETARY | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN L TRAMPE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| TANIA BEASLEY-JOLLY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA BRIDGEWATER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| THRIESS BRITTON | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JANE CLARK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT H CRAFT JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAMISON F CRAFT | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ARNOLD W DONALD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MRS IRL F ENGELHARDT | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| EDES GILBERT | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MELISSA HARPER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARCELA HAWN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| HEATHER HUNT-RUDDY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| FRANK JACOBS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BETTIE JOHNSON | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOANNE KOHN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| EUGENE KORNBLUM | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KENNETH KRANZBERG | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAMES A KREKELER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| J DAVID JEVY JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DANNY LUDEMAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL NEIDORFF | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MABEL L PURKERSON MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| WIN REED | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ALLISON W ROBERTS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH SHEPARD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| THELMA STEWARD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR ELIZABETH STROBLE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR DONALD M SUGGS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARY SUSMAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARIA GUADALUPE TAXMAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| FRANKLIN F WALLIS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PHOEBE DENT WEIL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ROBIN WENTWORTH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| TIMOTHY WENTWORTH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CYNTHIA J BRINKLEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ASHLEY BUDDE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CRYSTAL DALLAS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BARRY KIRK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LORI SAMUELS | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $830,450 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,114 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ST LOUIS SYMPHONY ORCHESTRA | |||||
| 718 NORTH GRAND BLVD | ST LOUIS | MO | 63103 | ORCHESTRA MUSICIANS | $630,888 |
| KLANCE UNLIMITED | |||||
| 1375 JEFFERSON STREET | PACIFIC | MO | 63069 | EQUIPMENT RENTAL | $100,425 |
| ONCE FILMS | |||||
| 3029 LOCUST STREET | ST LOUIS | MO | 63103 | DIGITAL CONTENT FILM | $186,372 |
| SWITCH | |||||
| PO BOX 790379 | ST LOUIS | MO | 63179 | FILMING, EDITING, LE | $153,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $7,305 | FundraisingAmt |
| Government Grants | $1,618,284 | GovernmentGrantsAmt |
| All Other Contributions | $5,459,034 | AllOtherContributionsAmt |
| Noncash Contributions | $267,554 | NoncashContributionsAmt |
| Total Contributions | $7,084,623 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERA PROGRAMS | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $211,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211,838 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $211,838 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,693,789 | TotalRevenueColumnAmt |
| Exclusion | $1,693,789 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,925 | RealAmt |
| Personal | $1,100 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,199 | RealAmt |
| Personal | $19,038 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,726 | RealAmt |
| Personal | -$17,938 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,788 | TotalRevenueColumnAmt |
| Exclusion | $10,788 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,649,569 | SecuritiesAmt |
| Other | $1,151 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,077,352 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $572,217 | SecuritiesAmt |
| Other | $1,151 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $573,368 | TotalRevenueColumnAmt |
| Exclusion | $573,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,895 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,305 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $40,242 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,347 | TotalRevenueColumnAmt |
| Exclusion | -$33,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER ACTIVITIES | 900099 | $84,433 | $84,433 | |
| PROGRAM ADVERTISING | 541800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $84,433 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,625,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,244,598 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,300 | TotalAmt |
| Program Services | $70,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,289 | TotalAmt |
| Program Services | $73,125 | ProgramServicesAmt |
| Management And General | $260,581 | ManagementAndGeneralAmt |
| Fundraising | $113,583 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705,153 | TotalAmt |
| Program Services | $2,850,097 | ProgramServicesAmt |
| Management And General | $374,219 | ManagementAndGeneralAmt |
| Fundraising | $480,837 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,091 | TotalAmt |
| Program Services | $50,010 | ProgramServicesAmt |
| Management And General | $10,884 | ManagementAndGeneralAmt |
| Fundraising | $10,197 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,582 | TotalAmt |
| Program Services | $231,148 | ProgramServicesAmt |
| Management And General | $50,305 | ManagementAndGeneralAmt |
| Fundraising | $47,129 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,707 | TotalAmt |
| Program Services | $186,288 | ProgramServicesAmt |
| Management And General | $40,436 | ManagementAndGeneralAmt |
| Fundraising | $37,983 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,789 | TotalAmt |
| Management And General | $58,789 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,897 | TotalAmt |
| Management And General | $56,897 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,728 | TotalAmt |
| Management And General | $141,728 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,438 | TotalAmt |
| Program Services | $37,021 | ProgramServicesAmt |
| Management And General | $25,768 | ManagementAndGeneralAmt |
| Fundraising | $17,649 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,997 | TotalAmt |
| Program Services | $293,435 | ProgramServicesAmt |
| Management And General | $26,467 | ManagementAndGeneralAmt |
| Fundraising | $82,095 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,069 | TotalAmt |
| Program Services | $282,193 | ProgramServicesAmt |
| Management And General | $38,998 | ManagementAndGeneralAmt |
| Fundraising | $26,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,261 | TotalAmt |
| Program Services | $50,747 | ProgramServicesAmt |
| Management And General | $35,321 | ManagementAndGeneralAmt |
| Fundraising | $24,193 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,183 | TotalAmt |
| Program Services | $82,183 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,984 | TotalAmt |
| Program Services | $277,030 | ProgramServicesAmt |
| Management And General | $3,570 | ManagementAndGeneralAmt |
| Fundraising | $8,384 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303 | TotalAmt |
| Program Services | $303 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,453 | TotalAmt |
| Program Services | $189,623 | ProgramServicesAmt |
| Management And General | $52,225 | ManagementAndGeneralAmt |
| Fundraising | $26,605 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,245 | TotalAmt |
| Program Services | $85,334 | ProgramServicesAmt |
| Management And General | $18,535 | ManagementAndGeneralAmt |
| Fundraising | $5,376 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COSTUMES, SCENERY & PROPS | $453,979 | $436,413 | $17,566 | |
| ORCHESTRA | $659,453 | $659,453 | ||
| INSTRUMENTS | $25,744 | $25,744 | ||
| PAYROLL PROCESSING | $37,376 | $26,293 | $5,361 | $5,722 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,620 | TotalAmt |
| Program Services | $558,367 | ProgramServicesAmt |
| Management And General | $138,267 | ManagementAndGeneralAmt |
| Fundraising | $153,986 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,861,641 | TotalAmt |
| Program Services | $6,465,107 | ProgramServicesAmt |
| Management And General | $1,338,712 | ManagementAndGeneralAmt |
| Fundraising | $1,057,822 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650 | BOYAmt |
| EOY | $1,650 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,373,164 | BOYAmt |
| EOY | $5,267,083 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,441,477 | BOYAmt |
| EOY | $2,637,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,548,340 | BOYAmt |
| EOY | $1,732,266 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,667 | BOYAmt |
| EOY | $36,667 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,430 | BOYAmt |
| EOY | $643,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,757,448 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,073,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,690,382 | BOYAmt |
| EOY | $3,684,433 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,197,025 | BOYAmt |
| EOY | $96,361,054 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,728 | BOYAmt |
| EOY | $1,088,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,362,863 | BOYAmt |
| EOY | $111,453,146 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,004 | BOYAmt |
| EOY | $377,941 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,298 | BOYAmt |
| EOY | $584,982 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,700 | BOYAmt |
| EOY | $765,419 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,002 | BOYAmt |
| EOY | $1,728,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,938,953 | BOYAmt |
| EOY | $10,685,378 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,495,908 | BOYAmt |
| EOY | $99,039,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,434,861 | BOYAmt |
| EOY | $109,724,804 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,362,863 | BOYAmt |
| EOY | $111,453,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $763,851 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,528,972 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,880 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,831,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,849,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,591,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,244,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,084,623 | CurrentTaxYearAmt |
| Total | $85,601,308 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,831,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,849,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,591,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,244,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,084,623 | CurrentTaxYearAmt |
| Total | $85,601,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,552,900 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,048,408 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $932,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $954,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,319,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $924,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,730,814 | CurrentTaxYearAmt |
| Total | $5,861,158 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $91,462,466 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,153,448 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,355,070 | BeginningYearBalanceAmt |
| Contributions | $6,613,734 | ContributionsAmt |
| Investment Earnings Or Losses | $16,536,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,036,608 | OtherExpendituresAmt |
| Administrative Expenses | $59,453 | AdministrativeExpensesAmt |
| End Year Balance | $96,408,750 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,332,093 | BeginningYearBalanceAmt |
| Contributions | $43,684,836 | ContributionsAmt |
| Investment Earnings Or Losses | $1,448,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,052,100 | OtherExpendituresAmt |
| Administrative Expenses | $58,269 | AdministrativeExpensesAmt |
| End Year Balance | $76,355,070 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,959,343 | BeginningYearBalanceAmt |
| Contributions | $275,798 | ContributionsAmt |
| Investment Earnings Or Losses | -$65,177 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,780,009 | OtherExpendituresAmt |
| Administrative Expenses | $57,862 | AdministrativeExpensesAmt |
| End Year Balance | $33,332,093 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,710,126 | BeginningYearBalanceAmt |
| Contributions | $1,039,882 | ContributionsAmt |
| Investment Earnings Or Losses | $1,815,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,534,718 | OtherExpendituresAmt |
| Administrative Expenses | $71,092 | AdministrativeExpensesAmt |
| End Year Balance | $34,959,343 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,505,426 | BeginningYearBalanceAmt |
| Contributions | $1,946,133 | ContributionsAmt |
| Investment Earnings Or Losses | $3,730,454 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,391,215 | OtherExpendituresAmt |
| Administrative Expenses | $80,672 | AdministrativeExpensesAmt |
| End Year Balance | $33,710,126 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,662,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,512,501 | DepreciationAmt |
| Book Value | $3,150,074 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,063,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $560,514 | DepreciationAmt |
| Book Value | $502,679 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,680 | OtherCostOrOtherBasisAmt |
| Book Value | $31,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,684,433 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY LIABILITY | $27,876 |
| LEASE LIABILITY | $737,543 |
| SBA - PPP | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $765,419 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,076,355 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,528,972 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $63,619 | OtherRevenueAmt |
| Revenue Not Reported | $14,592,591 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,483,764 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $141,728 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $141,728 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,625,492 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,786,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $66,479 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $66,479 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,719,913 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $141,728 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $141,728 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,861,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: OPERA THEATRE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS OPERA THEATRE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. |
| SCHEDULE D, PART XI, LINE 2D | RECONCILIATION OF REVENUE - OTHER AMOUNTS: FUNDRAISING EXPENSES $40,242 CHANGE IN VALUE OF SPLIT INTEREST -2,860 RENTAL EXPENSES 26,237 ------------ TOTAL OTHER AMOUNTS $63,619 |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF EXPENSES - OTHER AMOUNTS: FUNDRAISING EXPENSES $40,242 RENTAL EXPENSE 26,237 OTHER DIFFERENCE 0 ----------- TOTAL OTHER AMOUNTS $66,479 |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ARTISTS-IN-TRAINING SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $70,300 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ORGANIZATON'S PROCEDURES FOR MONITORING GRANT FUNDS: ARTISTS-IN-TRAINING PROGRAM, AWARD COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. THROUGH LOCAL AUDITIONS, HIGH SCHOOL STUDENTS ARE SELECTED TO PARTICIPATE IN WEEKLY COLLEGE-LEVEL VOICE LESSONS AND COACHINGS, PARTICIPATE IN MASTER CLASSES AND RECITALS. ARTIST IN TRAINING (AIT) GRANTS ARE PAID OUT UPON SUBMISSION OF RECEIPTS OF EDUCATIONAL EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY IP | ||||||||||||
| DIRECTOR OF FINANCE | $160,354 | $0 | $0 | $0 | $0 | $0 | $7,045 | $0 | $816 | $0 | $168,215 | $0 |
| ANDREW JORGENSEN | ||||||||||||
| GENERAL DIRECTOR | $205,452 | $0 | $0 | $0 | $0 | $0 | $8,320 | $0 | $830 | $0 | $214,602 | $0 |
| NICOLE FREBER | ||||||||||||
| MANAGING DIRECTOR OF ADVANCEME | $181,728 | $0 | $0 | $0 | $0 | $0 | $7,986 | $0 | $4,413 | $0 | $194,127 | $0 |
| STEVE RYAN | ||||||||||||
| DIRECTOR OF PRODUCTION AND OPE | $149,079 | $0 | $0 | $0 | $0 | $0 | $6,543 | $0 | $4,258 | $0 | $159,880 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HEALTH OR SOCIAL CLUB DUES: THE GENERAL DIRECTOR IS PROVIDED WITH A MEMBERSHIP TO A LOCAL SOCIAL CLUB. ALL USE IS EXCLUSIVELY FOR BUSINESS PURPOSES. NO HEALTH, FITNESS, OR RECREATIONAL FACILITIES ARE PROVIDED WITH THE MEMBERSHIP. NO PORTION OF THE CLUB DUES IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JORGENSEN | PersonNm |
| Relationship With Org | GENERAL DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | RELOCATION LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $100,000 | OriginalPrincipalAmt |
| Balance Due | $34,616 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $34,616 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc |
|---|---|
| COMMERCE TRUST COMPANY | |
| R. STRANGHOENER IS THE PRESIDENT OF C.T.C | INTEREST INCOME |
| COMMERCE TRUST COMPANY | |
| R. STRANGHOENER IS THE PRESIDENT OF C.T.C | INVESTMENT FEES PAID |
| BUCKINGHAM ASSET MANAGEMENT | |
| M. LEVY IS A PRINCIPAL OF B.A.M. | INTEREST INCOME |
| BUCKINGHAM ASSET MANAGEMENT | |
| M. LEVY IS A PRINCIPAL OF B.A.M. | INVESTMENT FEES PAID |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $267,554 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON COLUMN B ARE THE NUMBER OF CONTRIBUTIONS THE ORGANIZATION RECEIVED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | AS A RESULT OF THE COVID-19 PANDEMIC, OTSL CHANGED OUR INDOOR FESTIVAL SEASON PLANS TO AN OUTDOOR FESTIVAL SEASON. |
| FORM 990, PART VI, LINE 1A | FROM TIME TO TIME THE BOARD OF DIRECTORS MAY ELECT LIFE MEMBERS IN ACKNOWLEDGEMENT OF OUTSTANDING SERVICE TO THE CORPORATION. THE STATUS OF A LIFE MEMBER IS SUBJECT TO REVIEW BY THE GOVERNANCE AND EXECUTIVE COMMITTEES. LIFE MEMBERS ARE ELIGIBLE TO PARTICIPATE IN ALL ASPECTS OF BOARD MEMBERSHIP, INCLUDING COMMITTEE FUNCTIONS BUT EXCLUDING VOTING ON CORPORATE MATTERS. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS GRANTED IN THESE BYLAWS AND ALL OF THE POWERS OF THE BOARD OF DIRECTORS, OTHER THAN THE POWER TO DELEGATE POWERS OF THE BOARD, WHEN THE BOARD IS NOT IN SESSION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD RELATIONSHIPS: SALLY S. LEVY, BOARD SECRETARY, MONT LEVY, TREASURER, AND DAVID LEVY, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. TIM WENTWORTH AND ROBIN WENTWORTH HAVE A FAMILY RELATIONSHIP. MICHAEL NEIDORFF, BOARD MEMBER, AND NOEMI NEIDORFF, BOARD CHAIR, HAVE A FAMILY RELATIONSHIP. KENNETH KRANZBERG AND STEPHEN TRAMPE, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP. MICHAEL NEIDORFF AND MARCELA MANJARREZ HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A PDF OF THE FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE 990 AND SUPPORTING SCHEDULES WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT FOLLOWING PREPARATION OF THE RETURN BY A PUBLIC ACCOUNTING FIRM AND REVIEW BY MANAGEMENT |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ON THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THOSE CONFLICTS ARE REVIEWED BY THE DIRECTOR OF ADMINISTRATION WHO ALSO FINALIZES THE MINUTES OF BOARD MEETINGS. NAMES OF THOSE WITH CONFLICTS ARE RECORDED IN THE MINUTES IF THERE IS A VOTE INVOLVING THE RELEVANT CONFLICT. THE MEMBER WITH A CONFLICT IS NOT ALLOWED TO PARTICIPATE IN THE DISCUSSION OF OR THE VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW: THE GENERAL DIRECTOR'S COMPENSATION IS REVIEWED BY THE HUMAN RESOURCE-COMPENSATION COMMITTEE USING OPERA AMERICA DATA ON SALARIES AND BENEFITS SURVEY AS WELL AS OTHER DATA FOR NOT-FOR-PROFITS. THE COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTATION OF APPROVAL IS MAINTAINED IN THE PERSONNEL FILE. IN ADDITION, THE HUMAN RESOURCES COMMITTEE REVIEWS THE SALARY STRUCTURE OF THE ORGANIZATION ANNUALLY |
| FORM 990, PART VI, SECTION B, LINE 15B | COMPENSATION REVIEWED ANNUALLY BY THE HUMAN RESOURCE-COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT AUDITOR'S REPORT AND FINANCIAL STATEMENTS, ANNUAL REPORT, AND FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE COMPANY'S WEBSITE AND MAILED TO DONORS AND INTERESTED PARTIES. THE CONFLICT OF INTEREST POLICY AND BY-LAWS ARE AVAILABLE ON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $-2,880 |
| FORM 990, PART I, LINE 19 | FINANCIAL RESULTS: DUE TO THE IRS BASIS FOR CALCULATING REVENUE AND EXPENSES, THE NET RESULTS REPORTED FOR THE CURRENT AND PRIOR YEAR (PART I, LINE 19 OF THE FORM 990) ARE DIFFERENT THAN WHAT WAS REPORTED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. THE AUDITED FINANCIAL STATEMENTS REPORTED AN INCREASE IN TOTAL NET ASSETS OF $51,001,947 FOR THE PRIOR YEAR AND A INCREASE IN TOTAL NET ASSETS OF $15,289,943 FOR THE CURRENT YEAR. THERE ARE VARIOUS DIFFERENCES BETWEEN TAX-BASIS REPORTING AND REPORTING FOR AUDITED FINANCIAL STATEMENTS, WHICH ARE PREPARED USING GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. A RECONCILIATION OF THE TAX REVENUES AND EXPENSES TO THE AMOUNTS REPORTED ON THE AUDITED FINANCIAL STATEMENTS IS INCLUDED ON SCHEDULE D, PART XI AND PART XII. |