2024-05-15T18:39:14-04:00 2023-06-30 205230500 DOUGALL CONRADIE LLC 9400 SW BARNES RD 309 PORTLAND OR 972256658 990 2022-07-01 936034321 PORTLAND OPERA ASSOCIATION INC PORT 5032411407 211 SE CARUTHERS PORTLAND OR 97214 SUSAN DIXON GENERAL DIRECTOR 5032411407 2024-05-14 true SUSAN DIXON 999009999 false RICH WINKEL P00846914 9712499920 2024-05-15 2022 2023-04-26 12:10:37Z CAROLE MORSE 6330002 false X WWW.PORTLANDOPERA.ORG X 1965 OR WE GATHER AND INSPIRE AUDIENCES, ARTISTS, AND COLLABORATORS TO CREATE SHARED OPERA EXPERIENCES THAT ENLIVEN AND CONNECT US ALL, ENHANCING THE CULTURAL LANDSCAPE OF THE BEAUTIFUL PACIFIC NORTHWEST. 15 15 403 35 0 3429568 2970587 552992 1071682 577666 506118 1867072 1781615 6427298 6330002 0 0 2338588 3147074 0 658472 4760221 5578480 7098809 8725554 -671511 -2395552 27962888 20771910 6422059 8007980 21540829 12763930 X WE GATHER AND INSPIRE AUDIENCES, ARTISTS, AND COLLABORATORS TO CREATE SHARED OPERA EXPERIENCES THAT ENLIVEN AND CONNECT US ALL, ENHANCING THE CULTURAL LANDSCAPE OF THE BEAUTIFUL PACIFIC NORTHWEST. false false 6085704 1071682 PORTLAND OPERA EXISTS TO INSPIRE, CHALLENGE AND UPLIFT OUR AUDIENCES BY CREATING PRODUCTIONS OF HIGH ARTISTIC QUALITY THAT CELEBRATE THE BEAUTY AND BREADTH OF OPERA. ON AND BEYOND THE STAGE, WE SHARE OPERA WITH MORE THAN 400,000 PEOPLE ANNUALLY THROUGH FREE CONCERTS, PREVIEWS, LECTURES, BROADCASTS AND OTHER COMMUNITY PROGRAMS, INCLUDING EDUCATION EFFORTS THAT REACH MORE THAN 25,000 YOUNG PEOPLE. THE COMPANY IS ALSO A LEADER IN THE DEVELOPMENT OF NEW OPERA TALENT, WITH PORTLAND OPERA RESIDENT ARTISTS PROGRAM, CONSIDERED ONE OF THE FINEST PROFESSIONAL RESIDENCIES FOR EARLY- CAREER OPERA SINGERS IN THE NATION. THE COMPANY WORKS CLOSELY WITH SCHOOLS TO PROVIDE EDUCATIONAL AND OUTREACH OPPORTUNITIES FOR CERTAIN SHOWS, INCLUDING BACKSTAGE TOURS, "CHAT BACKS" WITH CAST MEMBERS, MASTER CLASSES, AND RELATED ACTIVITIES IN ADDITION TO STUDENT GROUP AND RUSH TICKET DISCOUNTS. OUR GROUP SALES DEPARTMENT WORKS CLOSELY WITH A NUMBER OF NOT- FOR-PROFIT ORGANIZATIONS ON GALA AND BENEFIT EVENTS. 6085704 true true false false false false false false false true true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 64 0 true 403 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false OR X X RICHARD SEALS 5032411407 211 SE CARUTHERS ST PORTLAND OR 97214 SUSAN DIXON GENERAL DIRE 40.00 X 157725 0 6424 RICHARD SEALS CFO 40.00 X 130158 0 0 KREGG ARNSTON VICE PRESIDE 1.50 0.50 X X 0 0 0 LINDA BROWN SECRETARY 1.50 0.50 X X 0 0 0 MATTHEW ESSIEH TREASURER 1.50 0.50 X X 0 0 0 KATHERINE DE LA FOREST DIRECTOR 1.50 X 0 0 0 MICHELLE GLASS DIRECTOR 1.50 0.00 X 0 0 0 JAMEY HAMPTON VICE PRESIDE 1.50 0.50 X X 0 0 0 HUGH HARRIS DIRECTOR 1.50 X 0 0 0 JR KAMRA DIRECTOR 1.50 X 0 0 0 CHRISTINE LEWIS DIRECTOR 1.50 X 0 0 0 CAROLE MORSE PRESIDENT 1.50 X X 0 0 0 DAVID OWENS DIRECTOR 1.50 X 0 0 0 LARRY ROPER DIRECTOR 1.50 X 0 0 0 PAUL SNYDER DIRECTOR 1.50 X 0 0 0 DR CURTIS THOMPSON PAST PRESIDE 1.50 0.50 X X 0 0 0 KATHRYN WHEELER DIRECTOR 1.50 X 0 0 0 287883 6424 2 false true false 2970587 17777 2970587 TICKET SALES 1071682 1071682 1071682 506118 506118 288916 71823 288916 71823 360739 360739 PORTLAND THEATER INCOME 711190 1388826 1388826 MISC INCOME 32050 32050 1420876 6330002 3359415 294307 175331 73054 45922 2243920 1336801 556993 350126 362162 215756 89897 56509 246685 146961 61233 38491 117109 117109 162057 79006 83051 411421 283342 128079 316144 76879 216063 23202 260779 174116 86663 223584 96039 112088 15457 173575 173575 38803 38803 109026 27083 81943 PERFORMANCE COSTS 3267494 3267494 OTHER EXPENSES 498488 206896 290906 686 8725554 6085704 1981378 658472 128672 437130 93052 93052 3650 70743 208990 176271 2855376 2432900 461279 422476 27067245 19572238 27962888 20771910 205049 181666 1628743 268732 2102659 2050658 1000000 2485608 4506924 6422059 8007980 X 15643735 10203305 5897094 2560625 21540829 12763930 27962888 20771910 X -2395552 -6529170 147823 X false true X true true true X 2206952 2841151 3546600 3429568 2970587 14994858 1563058 544587 58489 552992 1071682 3790808 3770010 3385738 3605089 3982560 4042269 18785666 185852 115200 92672 69450 89828 553002 185852 115200 92672 69450 89828 553002 18232664 408868 950473 611784 887489 866857 3725471 408868 950473 611784 887489 866857 3725471 73408 302768 293076 1557249 1420876 3647377 4252286 4638979 4509949 6427298 6330002 26158514 0.69700 0.69690 0.14000 0.15000 X PART III, LINE 12 OTHER INCOME 3,647,377 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6038533 3570 445035 1475525 5011613 7548673 -976894 533246 6038533 7194780 1103944 750051 7548673 7830861 207000 729576 1572657 7194780 9232378 8315 625674 1735506 8130861 false false 2855376 2432900 422476 422476 INVESTMENT IN REAL ESTATE 12000000 INVESTMENT IN ENDOWMENT 5011613 BENEFICIAL INTEREST IN TRUSTS 2560625 19572238 DUE TO THEATRE SUBSIDIARY 4479183 DEPOSIT 27741 4506924 false false false false false false false false false SUSAN DIXON GENERAL DIRECTOR 157725 6424 164149 FORM 990, PAGE 2, PART III, LINE 4A PORTLAND OPERA EXISTS TO INSPIRE, CHALLENGE AND UPLIFT OUR AUDIENCES BY CREATING PRODUCTIONS OF HIGH ARTISTIC QUALITY THAT CELEBRATE THE BEAUTY AND BREADTH OF OPERA. ON AND BEYOND THE STAGE, WE SHARE OPERA WITH MORE THAN 400,000 PEOPLE ANNUALLY THROUGH FREE CONCERTS, PREVIEWS, LECTURES, BROADCASTS AND OTHER COMMUNITY PROGRAMS, INCLUDING EDUCATION EFFORTS THAT REACH MORE THAN 25,000 YOUNG PEOPLE. THE COMPANY IS ALSO A LEADER IN THE DEVELOPMENT OF NEW OPERA TALENT, WITH PORTLAND OPERA RESIDENT ARTISTS PROGRAM, CONSIDERED ONE OF THE FINEST PROFESSIONAL RESIDENCIES FOR EARLY- CAREER OPERA SINGERS IN THE NATION. THE COMPANY WORKS CLOSELY WITH SCHOOLS TO PROVIDE EDUCATIONAL AND OUTREACH OPPORTUNITIES FOR CERTAIN SHOWS, INCLUDING BACKSTAGE TOURS, "CHAT BACKS" WITH CAST MEMBERS, MASTER CLASSES, AND RELATED ACTIVITIES IN ADDITION TO STUDENT GROUP AND RUSH TICKET DISCOUNTS. OUR GROUP SALES DEPARTMENT WORKS CLOSELY WITH A NUMBER OF NOT- FOR-PROFIT ORGANIZATIONS ON GALA AND BENEFIT EVENTS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FINANCE AND MANAGEMENT TEAM MEET WITH THE CPA FIRM AND THE FINANCE COMMITTEE TO REVIEW THE 990. THE BOARD FINANCE COMMITTEE PRESENTS THE 990 TO THE BOARD EXECUTIVE COMMITTEE FOR APPROVAL. ONCE APPROVED, THE ENTIRE BOARD OF DIRECTORS RECEIVE A COPY OF THE 990 PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWE RS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY 2) HAS READ AND UNDERS TANDS THE CONFLICT OF INTEREST POLICY 3) HAS AGREED TO COMPLY WITH THE POL ICY; AND 4) UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE, AND THAT IN FORM 990, PAGE 6, PART VI, LINE 15A THE GENERAL DIRECTOR IS HIRED BY THE BOARD OF DIRECTORS. THE GENERAL DIRE CTOR HIRES ALL OTHER EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST FORM 990, PART XI, LINE 9 CONSOLIDATION 147,823