THE SANTA FE OPERA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SANTA FE OPERA (EIN 85-0131810)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-11
- IRS object ID
- 201622249349302977
- Schema version
- 2014v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T18:06:36-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850131810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SANTA FE OPERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 5059865955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2408 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER KEMP | PersonNm |
| Person Title | DIRECTOR OF ACCTG & FINANCE | PersonTitleTxt |
| Phone | 5059865955 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN G MARINEAU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2408 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,384,946 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANTAFEOPERA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION OF THE OPERATIC ART FORM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 637 | TotalEmployeeCnt |
| Total Volunteers | 1352 | TotalVolunteersCnt |
| Total Gross UBI | $500,857 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $99,192 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,854,154 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,642,922 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,889,404 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,313,753 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,093,676 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,411,160 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,003,994 | PYOtherRevenueAmt |
| CY Other Revenue | $800,300 | CYOtherRevenueAmt |
| PY Total Revenue | $47,841,228 | PYTotalRevenueAmt |
| CY Total Revenue | $24,168,135 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,554,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,615,765 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,875,314 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,755,537 | PYOtherExpensesAmt |
| CY Other Expenses | $13,318,743 | CYOtherExpensesAmt |
| PY Total Expenses | $22,309,657 | PYTotalExpensesAmt |
| CY Total Expenses | $23,934,508 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,531,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $233,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,852,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,197,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,400,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,973,252 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,451,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,224,225 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURTHER THE OPERATIC ART FORM BY PRESENTING ENSEMBLE PERFORMANCES OF THE HIGHEST QUALITY IN A VARIED REPERTOIRE OF NEW AS WELL AS RARELY PERFORMED AND STANDARD WORKS, TO ENSURE EXCELLENCE OF OPERA'S FUTURE THROUGH ITS APPRENTICE PROGRAMS FOR ARTISTS, TECHNICIANS AND ARTS ADMINISTRATORS, AND TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION FOR OPERA IN THE COMMUNITY BY OUTREACH TO A DIVERSE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,346,151 | ExpenseAmt |
| Revenue | $10,011,751 | RevenueAmt |
| Desc | ONE OF THE NATION'S MOST IMPORTANT SUMMER FESTIVALS, THE SANTA FE OPERA IS PRAISED FOR ITS INNOVATIVE REPERTORY AND HIGH STANDARDS OF EXCELLENCE. IN THE 2015 FESTIVAL SEASON, 38 PERFORMANCES OF 5 OPERAS WERE PERFORMED: THE DAUGHTER OF THE REGIMENT BY GAETANO DONIZETTI, RIGOLETTO BY GIUSEPPE VERDI, SALOME BY RICHARD STRAUSS, LA FINTA GIARDINIERI BY WOLFGANG AMADEUS MOZART, AND THE WORLD PREMIERE OF COLD MOUNTAIN BY JENNIFER HIGDON. 2 PERFORMANCES OF APPRENTICE SCENES SHOWCASED MEMBERS OF THE COMPANY'S APPRENTICE PROGRAM FOR SINGERS AND TECHNICIANS. THE TOTAL AUDIENCE WAS 77,144. THE OPERA'S FAMED APPRENTICE PROGRAM OF SINGERS, ONE OF THE NATION'S MOST DISTINGUISHED TRAINING PROGRAMS, ALLOWS 40 ASPIRING YOUNG SINGERS, CHOSEN FROM SOME 800 APPLICANTS, TO DEVELOP THEIR SKILLS BY WORKING WITH PRINCIPAL ARTISTS, MUSIC TEACHERS, AND COACHES. THE APPRENTICE PROGRAM FOR TECHNICIANS PROVIDES EXPERIENCE AND TRAINING FOR SOME 75 YOUNG PEOPLE IN THE ART OF STAGECRAFT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,193,903 | ExpenseAmt |
| Revenue | $534,680 | RevenueAmt |
| Desc | THE SANTA FE OPERA'S EDUCATION AND COMMUNITY OUTREACH PROGRAMS OFFER AWIDE SELECTION TO BOTH STUDENTS AND ADULTS. IN 2015, 47,727 INDIVIDUALS WERE SERVED, 36,148 ADULTS AND 11,579 YOUTHS. EDUCATION AND OUTREACH PROGRAMS INCLUDE THE FOLLOWING: THE PUEBLO OPERA PROGRAM BRINGS STUDENTS, ELDERS, AND CHAPERONES TO A FINAL DRESS REHEARSAL FOR AN OPERA IN THE CURRENT SEASON. BEGUN IN 1973, 19 PUEBLOS AND 3 RESERVATIONS ATTEND THESE FULLY STAGED PRODUCTIONS. PARTICIPANTS IN THE YOUTH NIGHT PROGRAM ATTENDED A FINAL FULL DRESS REHEARSAL. STUDENTS IN ELEMENTARY AND MIDDLE SCHOOL WHO PARTICIPATE IN THE ACTIVE LEARNING THROUGH OPERA PROGRAM WORK WITH ARTISTS-IN-RESIDENCE TO EXPLORE LEARNING THROUGH THE PERFORMING ARTS; OFTEN WRITING, PRODUCING, AND PERFORMING THEIR OWN OPERAS BOTH IN-SCHOOL AND AFTER SCHOOL. SPRING OPERA TOURS PRESENT A FREE INTRODUCTION TO OPERA IN SCHOOLS AND COMMUNITITES IN NEW MEXICO AND WESTERN TEXAS. BACKSTAGE TOURS IN THE OPERA'S THEATER ARE OFFERED DURING THE WEEK THROUGHOUT THE SUMMER FESTIVAL SEASON. COMMUNITY CONCERTS ARE FREE EVENTS FEATURING APPRENTICE SINGERS DURING THE SUMMER AND CHRISTMAS HOLIDAY SEASON IN DIFFERENT VENUES. OPERA MAKES SENSE IS A SPECIAL INTRODUCTION FOR THREE TO FIVE YEAR OLDS EXPLORING MUSIC THROUGH THEIR FIVE SENSES. ADULT EDUCATION OFFERS A VARIETY OF SYMPOSIUMS AND PROGRAMS FOR BOTH THE OPERA AFICIONADO AND NOVICE THROUGHOUT THE YEAR INCLUDING A WEEK LONG INTENSIVE SEMINAR, PRELUDE TALKS PRIOR TO EACH OPERA, AND PREVIEW DINNERS FEATURING A SPEAKER WHO PROVIDES CONTEXT AND SYNOPSIS FOR EACH OPERA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,540,054 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 389 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 637 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5059865955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 OPERA DRIVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87506 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUSAN G MARINEAU | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER B FRANK | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA COOPER RAMO | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M BRYAN JR | ||||||||
| FIRST VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| T PETER TOWNSEND | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN C PERRY | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN F MORRIS | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES R SEITZ JR | ||||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH BILLINGHURST SOLOMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A BROSIUS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J BRUCE BUGG JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE CHEMEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E H CORRIGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD H DAVIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCIE DOMINIC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL G DOORLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA J FLANAGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPHINE GILMORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHESTER A GOUGIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK R HAAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SHILLING HARRISON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID K INGALLS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP M JELLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA L KENDALL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER L KIRCHNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYON DAVIES LEWIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE R LOOMIS | ||||||||
| DIRECTOR (THROUGH 9/18/2015) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEDRA MATTEUCCI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN P MCCONNELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ELLIS MCNEEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES F MOORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN NAMINGHA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P PADILLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTEVAN RAEL-GALVEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREY R RAMOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE SHIRLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK J SIMON | ||||||||
| DIRECTOR (THROUGH 9/28/15) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE E STARK JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRWIN J SUGARMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C WILLIAM TANZI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L TURNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANNEHL M TWOMEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J VLADEM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VERONICA A WATSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G WEISS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M ZONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MACKAY | ||||||||
| GENERAL DIRECTOR | 40.00 | Yes (X) | $462,854 | $0 | $54,387 | |||
| HEATHER KEMP | ||||||||
| DIRECTOR OF ACCOUNTING & FINANCE | 40.00 | Yes (X) | $136,367 | $0 | $11,325 | |||
| BRAD WOOLBRIGHT | ||||||||
| DIRECTOR OF ARTISTIC ADMINISTRATION | 40.00 | $157,127 | $0 | $11,700 | Yes (X) | |||
| ROBERT MEYA | ||||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 40.00 | $202,986 | $0 | $13,665 | Yes (X) | |||
| PAUL HORPEDAHL | ||||||||
| PRODUCTION AND FACILITIES DIRECTOR | 40.00 | $145,983 | $0 | $20,488 | Yes (X) | |||
| MICHAEL GARY | ||||||||
| DIRECTOR OF INSTITUTIONAL GIVING | 40.00 | $119,558 | $0 | $7,887 | Yes (X) | |||
| THOMAS MORRIS | ||||||||
| DIRECTOR OF ADMINISTRATION & OPERATIONS | 40.00 | $103,279 | $0 | $14,678 | Yes (X) | |||
| HARRY BICKET | ||||||||
| CHIEF CONDUCTOR | 10.00 | $145,348 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,473,502 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,130 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRADBURY STAMM | |||||
| 7110 2ND STREET NW | ALBUQUERQUE | NM | 87107 | CONSTRUCTION | $3,067,800 |
| BON APPETIT | |||||
| 1600 ST MICHAELS DR | SANTA FE | NM | 87505 | FOOD SERVICES | $371,147 |
| MATIZ ARCHITECTURE PLLC | |||||
| 1123 BROADWAY SUITE 707 | NEW YORK | NY | 10010 | ARCHITECT | $341,181 |
| PUBLIC SERVICE CO OF NM | |||||
| PO BOX 17970 | DENVER | CO | 80217 | CONSTRUCTION (MOVE UTILITY LINES) | $293,689 |
| BLUE SKY BUILDERS | |||||
| PO BOX 608 | ESPANOLA | NM | 87532 | CONSTRUCTION | $255,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $344,338 | FundraisingAmt |
| Government Grants | $190,900 | GovernmentGrantsAmt |
| All Other Contributions | $11,107,684 | AllOtherContributionsAmt |
| Noncash Contributions | $1,849,609 | NoncashContributionsAmt |
| Total Contributions | $11,642,922 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PERFORMANCE ADMISSIONS | 711110 | $8,735,152 | $8,735,152 | |
| AUXILARY OPERATIONS | 711110 | $1,578,601 | $1,568,285 | $10,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,313,753 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $935,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,091 | UnrelatedBusinessRevenueAmt |
| Exclusion | $936,901 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $413,365 | RealAmt |
| Personal | $74,054 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $428,480 | RealAmt |
| Personal | $3,672 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$15,115 | RealAmt |
| Personal | $70,382 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,267 | TotalRevenueColumnAmt |
| Exclusion | $55,267 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,783,605 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,308,255 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $475,350 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,350 | TotalRevenueColumnAmt |
| Exclusion | $475,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $159,272 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $344,338 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $148,865 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,407 | TotalRevenueColumnAmt |
| Exclusion | $10,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $332,197 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $327,539 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,416 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,758 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING REVENUE | 511120 | $317,983 | $317,983 | |
| BOX OFFICE SERVICE CHA | 711110 | $224,223 | $224,223 | |
| SPONSORSHIP REVENUE | 611710 | $117,415 | $117,415 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,992 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $729,968 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,168,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,546,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $500,857 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,477,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,054 | TotalAmt |
| Program Services | $270,143 | ProgramServicesAmt |
| Management And General | $528,768 | ManagementAndGeneralAmt |
| Fundraising | $270,143 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,733,832 | TotalAmt |
| Program Services | $6,046,286 | ProgramServicesAmt |
| Management And General | $924,827 | ManagementAndGeneralAmt |
| Fundraising | $762,719 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,355 | TotalAmt |
| Program Services | $215,804 | ProgramServicesAmt |
| Management And General | $53,502 | ManagementAndGeneralAmt |
| Fundraising | $17,049 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,833 | TotalAmt |
| Program Services | $590,291 | ProgramServicesAmt |
| Management And General | $165,136 | ManagementAndGeneralAmt |
| Fundraising | $111,406 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,691 | TotalAmt |
| Program Services | $493,409 | ProgramServicesAmt |
| Management And General | $98,420 | ManagementAndGeneralAmt |
| Fundraising | $67,862 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,282 | TotalAmt |
| Management And General | $32,282 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,766 | TotalAmt |
| Management And General | $110,766 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,582 | TotalAmt |
| Management And General | $16,582 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,358 | TotalAmt |
| Management And General | $97,358 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,921,773 | TotalAmt |
| Program Services | $2,810,269 | ProgramServicesAmt |
| Management And General | $101,050 | ManagementAndGeneralAmt |
| Fundraising | $10,454 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,926 | TotalAmt |
| Program Services | $485,867 | ProgramServicesAmt |
| Management And General | $53,118 | ManagementAndGeneralAmt |
| Fundraising | $25,941 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,114 | TotalAmt |
| Program Services | $497,841 | ProgramServicesAmt |
| Management And General | $92,236 | ManagementAndGeneralAmt |
| Fundraising | $76,037 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,484 | TotalAmt |
| Program Services | $159,090 | ProgramServicesAmt |
| Management And General | $83,125 | ManagementAndGeneralAmt |
| Fundraising | $17,269 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,668 | TotalAmt |
| Program Services | $6,668 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,765,900 | TotalAmt |
| Program Services | $1,163,472 | ProgramServicesAmt |
| Management And General | $602,428 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,106,264 | TotalAmt |
| Program Services | $1,999,421 | ProgramServicesAmt |
| Management And General | $62,850 | ManagementAndGeneralAmt |
| Fundraising | $43,993 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,862 | TotalAmt |
| Program Services | $16,455 | ProgramServicesAmt |
| Management And General | $10,407 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,779,103 | TotalAmt |
| Program Services | $675,307 | ProgramServicesAmt |
| Management And General | $1,103,796 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,315 | TotalAmt |
| Program Services | $123,887 | ProgramServicesAmt |
| Management And General | $175,428 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INCOME TAX | $52,461 | $52,461 | ||
| COSTUMES, SCENERY, PROP | $1,182,409 | $1,182,409 | ||
| ENTERTAINMENT AND CULTI | $632,287 | $70,929 | $107,055 | $454,303 |
| AUXILIARY EXPENSE | $406,025 | $406,025 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,164 | TotalAmt |
| Program Services | $290,355 | ProgramServicesAmt |
| Management And General | $83,671 | ManagementAndGeneralAmt |
| Fundraising | $18,138 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,934,508 | TotalAmt |
| Program Services | $17,540,054 | ProgramServicesAmt |
| Management And General | $4,519,140 | ManagementAndGeneralAmt |
| Fundraising | $1,875,314 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,425,336 | BOYAmt |
| EOY | $5,323,561 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,856,611 | BOYAmt |
| EOY | $15,299,424 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,571 | BOYAmt |
| EOY | $460,042 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,585 | BOYAmt |
| EOY | $92,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,380 | BOYAmt |
| EOY | $611,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,110,374 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,769,730 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,397,981 | BOYAmt |
| EOY | $45,340,644 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,393,429 | BOYAmt |
| EOY | $37,866,032 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,919,648 | BOYAmt |
| EOY | $7,744,662 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,764 | BOYAmt |
| EOY | $459,264 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,852,305 | BOYAmt |
| EOY | $113,197,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,561 | BOYAmt |
| EOY | $1,957,901 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,280,685 | BOYAmt |
| EOY | $724,254 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,281 | BOYAmt |
| EOY | $291,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,400,527 | BOYAmt |
| EOY | $2,973,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,632,093 | BOYAmt |
| EOY | $56,791,555 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,206,529 | BOYAmt |
| EOY | $11,852,257 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,613,156 | BOYAmt |
| EOY | $41,580,413 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,451,778 | BOYAmt |
| EOY | $110,224,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,852,305 | BOYAmt |
| EOY | $113,197,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $233,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,291,212 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$169,968 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $9,603,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,652,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,717,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,854,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,642,922 | CurrentTaxYearAmt |
| Total | $71,471,399 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,603,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,652,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,717,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,854,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,642,922 | CurrentTaxYearAmt |
| Total | $71,471,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,933,376 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,538,023 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,312,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,286,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,229 | CurrentTaxYearAmt |
| Total | $6,460,376 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,113 | CurrentTaxYearAmt |
| Total | $443,612 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,375,387 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $51,038,875 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63640 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,582 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,582 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,917,926 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,934,508 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,582 | CurrentYearAmt |
| Total | $16,582 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990; SCHEDULE C, PART II-A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE OPERA HOSTED SPOUSES OF STATE AND LOCAL LEGISLATORS AT A LUNCHEON AT THE GENERAL DIRECTORS HOUSE. THE PURPOSE OF THE EVENT WAS TO INTRODUCE LEGISLATORS AND THEIR FAMILIES, PARTICULARLY THOSE FROM OTHER AREAS OF THE STATE, TO THE OPERA AND ITS MISSION AND PROGRAMS. THE OPERA ALSO HOSTED LEGISLATORS AT A BUFFET DINNER PRIOR TO A DRESS REHEARSAL OF THE DAUGHTER OF THE REGIMENT. A STUDENT PARTICIPATING IN THE OPERA'S YOUNG VOICES PROGRAM PERFORMED AND MADE A PRESENTATION TO THE GROUP ON HER EXPERIENCE WITH THE OPERA. THE LEGISLATORS ALSO ATTENDED THE DRESS REHEARSAL. THE PURPOSE OF THE EVENT WAS TO INTRODUCE LEGISLATORS TO THE OPERA AND ITS MISSIONS AND PROGRAMS. LEGISLATORS ARE ALSO INVITED TO COMMUNITY ENGAGEMENT PROGRAMS, SUCH AS CONCERTS AND THE SPRING OPERA TOUR, HELD IN THEIR RESPECTIVE DISTRICTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $4,500 | RevenuesIncludedAmt |
| Assets Included | $4,500 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | DECORATIVE ITEMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,178,362 | BeginningYearBalanceAmt |
| Contributions | $251,227 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,321,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,135,083 | OtherExpendituresAmt |
| End Year Balance | $47,973,223 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,483,646 | BeginningYearBalanceAmt |
| Contributions | $486,167 | ContributionsAmt |
| Investment Earnings Or Losses | $3,160,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,952,205 | OtherExpendituresAmt |
| End Year Balance | $53,178,362 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,926,524 | BeginningYearBalanceAmt |
| Contributions | $615,209 | ContributionsAmt |
| Investment Earnings Or Losses | $4,616,205 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,674,292 | OtherExpendituresAmt |
| End Year Balance | $51,483,646 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,425,684 | BeginningYearBalanceAmt |
| Contributions | $1,386,307 | ContributionsAmt |
| Investment Earnings Or Losses | $4,731,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,616,690 | OtherExpendituresAmt |
| End Year Balance | $47,926,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,743,815 | BeginningYearBalanceAmt |
| Contributions | $1,639,451 | ContributionsAmt |
| Investment Earnings Or Losses | -$986,696 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,970,886 | OtherExpendituresAmt |
| End Year Balance | $43,425,684 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.84380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,348,930 | OtherCostOrOtherBasisAmt |
| Book Value | $5,348,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,461,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,105,679 | DepreciationAmt |
| Book Value | $38,356,015 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,299,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,664,051 | DepreciationAmt |
| Book Value | $1,635,699 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,340,644 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WEATHERLOW MARKETABLE ALTERNATIVES | $6,887,385 | F |
| TIFF REAL ESTATE | $857,277 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,744,662 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $291,097 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $291,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,421,948 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,291,212 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $58,063 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $587,144 | OtherRevenueAmt |
| Revenue Not Reported | -$3,646,005 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,067,953 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $99,091 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,091 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $100,182 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,168,135 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,649,501 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $58,063 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $756,021 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $814,084 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,835,417 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $99,091 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $99,091 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,934,508 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATIONS MISSION INVOLVES OPERATIC ART AND DONATED ARTWORK IS DISPLAYED IN VARIOUS BUILDINGS TO PROMOTE THIS MISSION. |
| PART V, LINE 4: | TO PRODUCE A RELATIVELY PREDICTABLE AND STABLE INCOME STREAM TO GROW AND TO SUPPORT PRESENT AND FUTURE PROGRAMS. |
| PART X, LINE 2: | THE OPERA HAS ADOPTED THE PROVISIONS OF ASC 74010, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JANUARY 1, 2009, WHICH HAD NO FINANCIAL STATEMENT IMPACT TO THE OPERA. THE OPERA RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE OPERA HAD NO UNRECOGNIZED TAX (BENEFITS) EXPENSE WHICH WOULD REQUIRE AN ADJUSTMENT TO THE OCTOBER 1, 2011 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2015 OR 2014. THE OPERA FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. THE OPERA HAD MINIMAL TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2015 AND 2014. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE OPERA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE IRS FOR TAX YEARS THROUGH SEPTEMBER 30, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST -168,877. RENTAL EXPENSE 428,480. COST OF GOODS SOLD INVENTORY 327,541. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PASS THROUGH INCOME NOT INCLUDED IN FINANCIAL STATEMENTS 1,091. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 428,480. COST OF GOODS SOLD INVENTORY 327,541. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,887,385 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,887,385 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,887,385 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $344,099 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $298,349 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $26,607 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,909 | EntertainmentEvent1Amt |
| Event2 | OPENING WEEKEND | Event2Nm |
| Gross Receipts Event2 | $89,026 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $42,534 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $46,492 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $50,205 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $70,485 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,455 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $67,030 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $56,144 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $503,610 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $344,338 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $159,272 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $132,956 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $15,909 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $148,865 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,407 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES MACKAY | ||||||||||||||
| GENERAL DIRECTOR | $345,385 | $0 | $50,000 | $0 | $67,469 | $0 | $46,500 | $0 | $7,887 | $0 | $517,241 | $0 | $0 | $0 |
| BRAD WOOLBRIGHT | ||||||||||||||
| DIRECTOR OF ARTISTIC ADMINISTRATION | $153,627 | $0 | $3,500 | $0 | $0 | $0 | $3,813 | $0 | $7,887 | $0 | $168,827 | $0 | $0 | $0 |
| ROBERT MEYA | ||||||||||||||
| DIRECTOR OF EXTERNAL AFFAIRS | $177,886 | $0 | $3,500 | $0 | $21,600 | $0 | $0 | $0 | $13,665 | $0 | $216,651 | $0 | $0 | $0 |
| PAUL HORPEDAHL | ||||||||||||||
| PRODUCTION AND FACILITIES DIRECTOR | $140,983 | $0 | $5,000 | $0 | $0 | $0 | $3,875 | $0 | $16,613 | $0 | $166,471 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SANTA FE OPERA OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE OPERA'S FACILITIES. THE CLOSE PROXIMITY OF THE RESIDENCE AND THE GENERAL DIRECTOR'S LIVING THEREIN HAVE IMPORTANT BENEFITS FOR THE OPERA. THE GENERAL DIRECTOR IS THEREBY AVAILABLE ON SHORT NOTICE FOR IMPORTANT BUSINESS ON THE OPERA GROUNDS AS WELL AS IS ABLE TO ENTERTAIN AND MEET WITH THE OPERA'S GUESTS, ARTISTIC PARTNERS AND STAFF. THE GENERAL DIRECTOR, AS A CONDITION OF EMPLOYMENT, IS REQUIRED BY THE OPERA TO RESIDE IN THE GENERAL DIRECTOR'S RESIDENCE. THE SANTA FE OPERA REPORTS TO THE INTERNAL REVENUE SERVICE AS COMPENSATION TO THE GENERAL DIRECTOR ADDITIONAL TAXABLE INCOME FOR THE FAIR MARKET RENTAL VALUE AND UTILITY COSTS OF THE PREMISES. THE OPERA HAS AGREED TO REIMBURSE THE GENERAL DIRECTOR FOR ANY OUT-OF-POCKET COSTS INCURRED DURING THE USE OF THE GENERAL DIRECTOR'S RESIDENCE FOR OPERA BUSINESS. DETAILED RECORDS ARE REQUIRED TO BE MAINTAINED OF THE OPERA'S OFFICIAL USE OF THE RESIDENCE AND SUBMITTED TO THE PRESIDENT AND THE DIRECTOR OF FINANCE AND ACCOUNTING. THE TAX INDEMNIFICATION AND GROSS UP PAYMENTS REPRESENT THE TAX PAID BY THE OPERA, AND INCLUDED IN CHARLES MACKAY'S W-2, TO COVER THE TAX ON THE HOUSING ALLOWANCE. |
| PART I, LINE 4B | CHARLES MACKAY- THE OPERA CONTRIBUTED $18,000 TO A 457(B) PLAN AND $39,000 TO A 457(F) PLAN FOR THE BENEFIT OF THE GENERAL DIRECTOR DURING 2014. THE 457(F) PLAN VESTS ONLY IF THE GENERAL DIRECTOR REMAINS EMPLOYED BY THE OPERA IN JANUARY 2016. |
| PART I, LINE 7 | $50,000 BONUS TO GENERAL DIRECTOR CHARLES MCKAY FOR MEETING ORGANIZATIONAL GOALS |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,500 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,033,551 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG DAILY HI/LOW | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $743,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PARTY EXPENSES | 0 | $52,493 | FAIR VALUE |
| Yes (X) | COSTUMES/ PROPERTIES | 0 | $11,665 | FAIR VALUE |
| Yes (X) | MUSICAL INSTRUMENTS | 0 | $3,580 | APPRAISAL |
| Yes (X) | FURNITURE | 0 | $70 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | ALL REGULAR MEMBERS OF THE BOARD (EXCLUDING HONORARY MEMBERS, DIRECTORS EMERITUS, AND EX-OFFICIO MEMBERS WHO HAVE NO VOTING RIGHTS) HAVE THE SAME VOTING RIGHTS. IN BETWEEN QUARTERLY BOARD MEETINGS, THE EXECUTIVE COMMITTEE OF THE BOARD IS VESTED WITH THE POWER OF THE BOARD OF DIRECTORS WITH THE FOLLOWING EXCEPTIONS: THE POWER TO DISSOLVE OR MERGE THE OPERA WITH ANOTHER ORGANIZATION, THE POWER TO CHANGE THE NAME OF THE OPERA, THE POWER TO CHANGE THE BYLAWS OF THE OPERA, THE POWER TO DELEGATE ITS AUTHORITY, THE POWER TO REMOVE THE GENERAL DIRECTOR OR ANY OTHER DIRECTOR, AND THE POWER TO SELL REAL PROPERTY VALUED OVER $2.5 MILLION. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP - WALTER KIRCHNER AND JOSEPHINE GILMORE |
| FORM 990, PART VI, SECTION A, LINE 4 | TWO CATEGORIES OF NON-VOTING MEMBERS WERE ADDED, A STANDING COMMITTEE WAS ADDED AND THE EXECUTIVE COMMITTEE IS NOW AUTHORIZED TO SELL REAL PROPERTY UP TO $2.5MILLION, IF THE SALE OCCURS IN BETWEEN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS OF THE SANTA FE OPERA HAS APPROVED A RESOLUTION APPROVING A PROCESS BY WHICH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FULL VERSION OF THE FORM 990 INCLUDING ALL SCHEDULES AS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW AND ANY CHANGES BY THE AUDIT COMMITTEE, THE DRAFT PUBLIC DISCLOSURE VERSION OF THE FORM 990, EXCLUDING SCHEDULE B (SCHEDULE OF CONTRIBUTORS), IS SENT ELECTRONICALLY OR BY PRIORITY MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. THE SCHEDULE B TO THE FORM 990 IS NOT REVIEWED BY THE BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF ITS DONOR LIST. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS OF THE SANTA FE OPERA ARE ASKED EACH YEAR TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND TO SUBMIT THESE SIGNED STATEMENTS TO THE SECRETARY OF THE BOARD OF DIRECTORS. BY SIGNING THE ANNUAL DISCLOSURE STATEMENTS, EACH DIRECTOR UNDERTAKES TO NOTIFY THE PRESIDENT OF THE OPERA OF ANY MATERIAL CHANGES THAT MIGHT RESULT IN A CONFLICT OF INTEREST. THE PRESIDENT REVIEWS THE SIGNED DISCLOSURE STATEMENTS FOR CONFLICTS AND, WITH THE ASSISTANCE OF COMMITTEE CHAIRS, MONITORS COMPLIANCE WITH THE POLICY AT MEETINGS OF THE BOARD AND COMMITTEES CONSIDERING TRANSACTIONS OR ARRANGEMENTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPLIANCE WITH THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE. IF A CONFLICT ARISES, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE REPORTING PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPOSED OF THE PRESIDENT, CHAIRMAN, TREASURER AND TWO ADDITIONAL BOARD MEMBERS APPOINTED BY THE PRESIDENT, ALL OF WHOM ARE UNRELATED TO THE GENERAL DIRECTOR, REVIEWS AND APPROVES COMPENSATION AND OTHER TERMS OF EMPLOYMENT FOR THE GENERAL DIRECTOR. IN CONSIDERING APPROPRIATE COMPENSATION FOR THIS POSITION, THE COMPENSATION COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS AT SIMILAR OPERA COMPANIES. THE COMPENSATION COMMITTEE ALSO CONDUCTS ANNUAL REVIEWS OF THE PERFORMANCE OF THE GENERAL DIRECTOR. MINUTES OF THE COMPENSATION COMMITTEE'S MEETINGS ARE RECORDED AND MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPENSATION FOR THE DIRECTOR OF ACCOUNTING AND FINANCE IS DETERMINED BY THE GENERAL DIRECTOR. THE GENERAL DIRECTOR TAKES JOB PERFORMANCE AND SALARY DATA FOR COMPARABLE POSITIONS AT OTHER OPERA COMPANIES INTO ACCOUNT WHEN SETTING THE ANNUAL SALARY FOR THE DIRECTOR OF ACCOUNTING AND FINANCE. THE COMPENSATION COMMITTEE REVIEWS THE SALARIES FOR ALL SENIOR EMPLOYEES, COMPARING THE SALARIES TO COMPENSATION FOR SIMILAR POSITIONS AT OTHER OPERA COMPANIES. THIS PROCESS WAS LAST COMPLETED IN 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE SANTA FE OPERA. THEY ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC WHO MAKE WRITTEN REQUESTS FOR THE INFORMATION. |
| FORM 990, PART IX, LINE 11G | ARTIST FEES: PROGRAM SERVICE EXPENSES 2,022,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,022,565. TEACHING/TEACHING ARTIST FEES: PROGRAM SERVICE EXPENSES 185,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,323. OTHER CONTRACT LABOR: PROGRAM SERVICE EXPENSES 602,381. MANAGEMENT AND GENERAL EXPENSES 101,050. FUNDRAISING EXPENSES 10,454. TOTAL EXPENSES 713,885. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -168,877. PASSTHROUGH INCOME NOT INCLUDED IN F/S -1,091. |