2024-12-18T15:43:32+00:00 2024-06-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-07-01 756004746 The Dallas Opera DALL 2144431043 2403 Flora Street Suite 500 Dallas TX 75201 Ian Derrer GENERAL DIR. & CEO 2144431043 2024-12-18 true true Jeanette Verrelli P00742631 9727028262 2024-12-18 2023 2024-10-15 13:58:12Z IAN DERRER 2403 Flora Street Suite 500 Dallas TX 75201 18006915 false X WWW.DALLASOPERA.ORG X 1957 TX PERFORMANCE OF OPERA PRODUCTIONS, EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. 111 110 477 75 11152 8681 10118211 14863406 2662547 2796949 9293 185443 -10242 107610 12779809 17953408 111810 114952 0 0 11636192 11905722 0 0 1589494 5845718 6712557 17593720 18733231 -4813911 -779823 16515682 16462629 9420209 10146979 7095473 6315650 The Dallas Opera connects local and global audiences through world-class performances of both new and traditional works. We sing stories for all generations, harmonizing entertainment, education, and artistry. false false 12544571 114952 2706645 MAINSTAGE AUDIENCE: 27,606 ticket holders at 16 performances across 4 productions at the Winspear Opera House; 2,741 participants for pre- and post-opera talks, backstage tours, and related mainstage activities; 5,641 final dress rehearsal tickets distributed; 69,172 viewers of mainstage opera livestreams and rebroadcasts 584842 213774 COMMUNITY ENGAGEMENT & EDUCATION PROGRAMS: 11,088 participants in community outreach programs, including 6,604 ticket holders at 7 special concerts, 3,709 at 4 family performances of THE BILLY GOATS GRUFF and PEPITO, and 775 OperaTruck and other community-based performance patrons. 17,758 participants in youth arts education programming, including 4 student matinee performances of PEPITO at the Winspear Opera House, Touring Opera performances in schools, Opera in a Suitcase workshops, and related educational activities 167329 7774 DIGITAL PROGRAMS: 170,578 viewed our digital programming, including livestreams and rebroadcasts of our 4 mainstage operas, education resources, and other performance-based content. 13296742 true true false false false false false false true true false false true true false false true false false false false false false true false false true false true false false false false false false false false true false false false false true true true false false true 156 0 true 477 true true true false false false false true true false false false false false false X 111 110 true false false false false true true true true false false true true true true true true true true false X X Kevin Figg 2144431026 2403 Flora Street Suite 500 Dallas TX 75201 Ann Stuart IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 Cynthia Floyd TREASURER 1.0 0.0 X X 0 0 0 IAN L DERRER GENERAL DIRECTOR & CEO 40.0 1.0 X X 311725 0 15373 Quincy Roberts cHAIR 1.0 0.0 X X 0 0 0 Susan Geyer SECRETARY 1.0 0.0 X X 0 0 0 Abraham Salum BOARD MEMBER 1.0 0.0 X 0 0 0 Alice W Bass BOARD MEMBER 1.0 0.0 X 0 0 0 Andrew Lee BOARD MEMBER 1.0 0.0 X 0 0 0 Angela Bettinger BOARD MEMBER 1.0 0.0 X 0 0 0 Ann Williams BOARD MEMBER 1.0 0.0 X 0 0 0 Anthony Copp BOARD MEMBER 1.0 0.0 X 0 0 0 Arlene Navias BOARD MEMBER 1.0 0.0 X 0 0 0 Armon Golliday BOARD MEMBER 1.0 0.0 X 0 0 0 Ashley Anderson Smith BOARD MEMBER 1.0 0.0 X 0 0 0 Augustine Jalomo BOARD MEMBER 1.0 0.0 X 0 0 0 Betty Suellentrop BOARD MEMBER 1.0 0.0 X 0 0 0 Bobbi Wedlan Weil BOARD MEMBER 1.0 0.0 X 0 0 0 Brittani Hite BOARD MEMBER 1.0 0.0 X 0 0 0 Carole Silverman BOARD MEMBER 1.0 0.0 X 0 0 0 CH Moore BOARD MEMBER 1.0 0.0 X 0 0 0 Cindy Feld BOARD MEMBER 1.0 0.0 X 0 0 0 Darren Speir BOARD MEMBER 1.0 0.0 X 0 0 0 Darryl Pounds BOARD MEMBER 1.0 0.0 X 0 0 0 David Boddie BOARD MEMBER 1.0 0.0 X 0 0 0 Davis Hamlin BOARD MEMBER 1.0 0.0 X 0 0 0 Debra Witter BOARD MEMBER 1.0 0.0 X 0 0 0 Diane Brierley BOARD MEMBER 1.0 0.0 X 0 0 0 Donna Weitzman BOARD MEMBER 1.0 0.0 X 0 0 0 Edgar A Morales BOARD MEMBER 1.0 0.0 X 0 0 0 Elizabeth Kimple BOARD MEMBER 1.0 0.0 X 0 0 0 Ella Prichard BOARD MEMBER 1.0 0.0 X 0 0 0 Emily Jefferson BOARD MEMBER 1.0 0.0 X 0 0 0 Enika Schulze BOARD MEMBER 1.0 0.0 X 0 0 0 Ford Lacy BOARD MEMBER 1.0 0.0 X 0 0 0 Gail O'Bannon BOARD MEMBER 1.0 0.0 X 0 0 0 Gary Glaser BOARD MEMBER 1.0 0.0 X 0 0 0 Ginger Martin BOARD MEMBER 1.0 0.0 X 0 0 0 Greg Swalwell BOARD MEMBER 1.0 1.0 X 0 0 0 Holly Mayer BOARD MEMBER 1.0 0.0 X 0 0 0 Howard Hallam BOARD MEMBER 1.0 0.0 X 0 0 0 James R Erwin BOARD MEMBER 1.0 0.0 X 0 0 0 James Wiley BOARD MEMBER 1.0 0.0 X 0 0 0 Jane Degler BOARD MEMBER 1.0 0.0 X 0 0 0 Jane Wetzel BOARD MEMBER 1.0 0.0 X 0 0 0 Jani Lotz BOARD MEMBER 1.0 0.0 X 0 0 0 Jay Marshall BOARD MEMBER 1.0 0.0 X 0 0 0 Jean Ann Titus BOARD MEMBER 1.0 0.0 X 0 0 0 Jill Winspear BOARD MEMBER 1.0 0.0 X 0 0 0 Joan Reisch BOARD MEMBER 1.0 0.0 X 0 0 0 John Collins BOARD MEMBER 1.0 0.0 X 0 0 0 John T Cody JR BOARD MEMBER 1.0 0.0 X 0 0 0 John W Dayton BOARD MEMBER 1.0 0.0 X 0 0 0 John Ward BOARD MEMBER 1.0 0.0 X 0 0 0 Joseph A I Worsham BOARD MEMBER 1.0 0.0 X 0 0 0 Joy S Mankoff BOARD MEMBER 1.0 0.0 X 0 0 0 Joyce Mitchell BOARD MEMBER 1.0 0.0 X 0 0 0 Julie Buschman BOARD MEMBER 1.0 0.0 X 0 0 0 Julie Machal-Fulks BOARD MEMBER 1.0 0.0 X 0 0 0 Kaki Hopkins BOARD MEMBER 1.0 0.0 X 0 0 0 Karen Almond BOARD MEMBER 1.0 0.0 X 0 0 0 Katie Myatt BOARD MEMBER 1.0 0.0 X 0 0 0 Katie Wolber BOARD MEMBER 1.0 0.0 X 0 0 0 Kenneth Travis BOARD MEMBER 1.0 0.0 X 0 0 0 Kern Wildenthal BOARD MEMBER 1.0 0.0 X 0 0 0 Kimberly Calton BOARD MEMBER 1.0 0.0 X 0 0 0 Laurie Pan PH D BOARD MEMBER 1.0 0.0 X 0 0 0 Linda Custard BOARD MEMBER 1.0 0.0 X 0 0 0 Linda VANSICKLE Smith BOARD MEMBER 1.0 0.0 X 0 0 0 Linda W Hart BOARD MEMBER 1.0 0.0 X 0 0 0 Louis Navias BOARD MEMBER 1.0 0.0 X 0 0 0 Marilyn Halla BOARD MEMBER 1.0 0.0 X 0 0 0 Marion Rothstein BOARD MEMBER 1.0 0.0 X 0 0 0 Mark Geyer BOARD MEMBER 1.0 0.0 X 0 0 0 Mark H LaRoe BOARD MEMBER 1.0 0.0 X 0 0 0 Marla C Muns BOARD MEMBER 1.0 0.0 X 0 0 0 Marnie Wildenthal BOARD MEMBER 1.0 0.0 X 0 0 0 Martha Allday BOARD MEMBER 1.0 0.0 X 0 0 0 Martha Rochelle BOARD MEMBER 1.0 0.0 X 0 0 0 Martha Wells BOARD MEMBER 1.0 0.0 X 0 0 0 Martin J Weiland BOARD MEMBER 1.0 0.0 X 0 0 0 Michael Baker BOARD MEMBER 1.0 0.0 X 0 0 0 Michael E Phillips BOARD MEMBER 1.0 0.0 X 0 0 0 Milene Carvalho BOARD MEMBER 1.0 0.0 X 0 0 0 Mitch Maxwell BOARD MEMBER 1.0 0.0 X 0 0 0 Myra Hull BOARD MEMBER 1.0 0.0 X 0 0 0 Pat Rosenthal BOARD MEMBER 1.0 0.0 X 0 0 0 Patsy M Donosky BOARD MEMBER 1.0 0.0 X 0 0 0 Paula Lambert BOARD MEMBER 1.0 1.0 X 0 0 0 Peter Townsend BOARD MEMBER 1.0 0.0 X 0 0 0 Phyllis McCasland BOARD MEMBER 1.0 0.0 X 0 0 0 Randall C Brown BOARD MEMBER 1.0 0.0 X 0 0 0 Richard Massman BOARD MEMBER 1.0 0.0 X 0 0 0 Richard Schulze BOARD MEMBER 1.0 0.0 X 0 0 0 Robert Dupuy BOARD MEMBER 1.0 0.0 X 0 0 0 Robert Hull BOARD MEMBER 1.0 0.0 X 0 0 0 Robert Maris BOARD MEMBER 1.0 0.0 X 0 0 0 Roger Carroll BOARD MEMBER 1.0 0.0 X 0 0 0 Ruben E Esquivel BOARD MEMBER 1.0 0.0 X 0 0 0 Ruth Bison BOARD MEMBER 1.0 0.0 X 0 0 0 RuthAnn Becker BOARD MEMBER 1.0 0.0 X 0 0 0 Sarah Titus BOARD MEMBER 1.0 0.0 X 0 0 0 Scott Chase BOARD MEMBER 1.0 0.0 X 0 0 0 Stephen H Sands BOARD MEMBER 1.0 0.0 X 0 0 0 Steve Penrose BOARD MEMBER 1.0 1.0 X 0 0 0 Steve Suellentrop BOARD MEMBER 1.0 0.0 X 0 0 0 Tassio Carvalho PHD BOARD MEMBER 1.0 0.0 X 0 0 0 Teresa Nguyen BOARD MEMBER 1.0 0.0 X 0 0 0 Terry Connor BOARD MEMBER 1.0 0.0 X 0 0 0 Thomas Maddrey BOARD MEMBER 1.0 0.0 X 0 0 0 Tom H McCasland JR BOARD MEMBER 1.0 0.0 X 0 0 0 Tom Mayer BOARD MEMBER 1.0 0.0 X 0 0 0 ELISABETH B GALLEY DIRECTOR OF DEVELOPMENT 40.0 0.0 X 175883 0 17418 EMMANUEL VILLAUME MUSIC DIRECTOR 40.0 0.0 X 311985 0 15505 CYNTHIA GRZANOWSKI DIRECTOR OF MARKETING 40.0 0.0 X 134932 0 11803 JOHN HARPOOL Director OF Financial PLANNING & ANALYSIS 40.0 0.0 X 109928 0 14419 KEVIN FIGG DIRECTOR OF ACCOUNTING 40.0 0.0 X 107692 0 10178 LINDA LIPSCOMB ASSOCIATE DIRector OF DEVELOPMENT 40.0 0.0 X 122400 0 2448 WALKER BEARD DIRECTOR OF OPERATIONS 40.0 0.0 X 145551 0 9868 1420096 0 97012 9 false true false Allied Global Marketing 55 Cambridge Parkway Suite 200 Cambridge MA 02142 Marketing/Advertising 232217 Christie Lites Dallas 6990 Lake Ellenor Drive Orlando FL 32809 Lighting equipment rentals 217578 PrototypeIT 400 W Main St Suite 100 Lewisville TX 75057 IT Services 193557 Ussery Printing Company 4201 Airborn Drive Addison TX 75001 Printing services 168604 4 122397 1522768 33025 13185216 132315 14863406 Ticket Sales - Opera 711190 2424011 2424011 Auxiliary Revenue 711190 62520 62520 Set/Costume Rentals 711190 310418 310418 0 0 0 0 2796949 183159 183159 0 0 2284 2284 0 2284 2284 5580 122397 42255 -36675 -36675 13141 11252 1889 1889 Bad Debt Recovery 900099 131244 131244 Parking Income 900099 11031 11031 Advertising Income 541800 121 121 0 0 0 0 142396 17953408 2928193 11152 150657 114952 114952 847888 515380 255680 76828 9385950 7623431 962496 800023 76432 20632 38411 17389 864982 673509 131821 59652 730470 559794 99837 70839 53710 53710 53737 53737 260 260 293083 101620 69198 122265 1051567 1035319 16248 256936 130815 99878 26243 455158 14070 330816 110272 598866 507991 38567 52308 328053 255902 56987 15164 9633 9633 273628 273628 379770 50014 329756 230166 207294 17154 5718 Physical Production Cost 2295284 2295284 Outreach, Guild & Special Products 427227 226054 201173 5479 0 0 5479 18733231 13296742 3846995 1589494 1947304 2658628 236205 249724 5441979 4061124 922057 596710 0 0 3936 1116037 565571 10153998 5941918 4431880 4212080 0 0 2416284 4118792 16515682 16462629 694368 705376 1269702 1197448 0 1807171 1807171 5648968 6436984 9420209 10146979 X 524519 528992 6570954 5786658 7095473 6315650 16515682 16462629 -779823 0 X false true X true false X 10880333 12410162 19354675 10100472 14863406 67609048 0 0 10880333 12410162 19354675 10100472 14863406 67609048 12497651 55111397 12092 6 820 7448 183159 203525 9681 9681 261144 897 5400 5344 1889 274674 68096928 9756894 0.8093 0.8063 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SALES OF INVENTORY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 5344.0, COLUMN E - 1889.0, COLUMN F - 7233.0; DESCRIPTION - OTHER INCOME, COLUMN A - 188009.0, COLUMN B - 897.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 188906.0; DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 72175.0, COLUMN B - 0.0, COLUMN C - 5400.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 77575.0; DESCRIPTION - GAMING ACTIVITIES, COLUMN A - 960.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 960.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26847580 114806 2532459 1529515 27965330 26006913 96482 2023226 1279041 26847580 32894363 6174 -3674726 3218898 26006913 27515977 1562960 5899856 2084430 32894363 30724689 22993 -308383 2923322 27515977 0.0071 0.8463 0.1466 false true true 158600 158600 8167702 4362836 3804866 1410122 1267470 142652 417574 311612 105962 4212080 Right of Use Assets - Financing 51474 Right of Use Assets - Operating 4066640 Deposits 678 4118792 Lease Liabilities - Financing 53069 Lease Liabilities - Operating 4151640 LOAN PAYABLE - THE DALLAS OPERA FDN 2232275 6436984 18037492 164105 0 164105 17873387 80021 80021 17953408 18817315 164105 -80021 84084 18733231 0 0 18733231 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE OPERA. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Direct Fundraising Expenses - -42255 Bad Debt - 131244 Cost of Goods Sold - -11252 Gain on Sale of Contributed Stock - 2284 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Gain on Sale of Contributed Stock - -2284 Direct Fundraising Expenses - 42255 Cost of Goods Sold - 11252 Bad Debt - -131244 Opening Night 127977 122397 5580 18000 4101 5000 15154 0 0 127977 122397 5580 18000 4101 5000 15154 42255 -36675 true THE DALLAS OPERA FOUNDATION 2403 FLORA STREET SUITE 500 Dallas TX 75201 752008823 501(C)(3) 114952 GENERAL ASSISTANCE 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION SHARES MANAGEMENT EMPLOYEES WITH THE DALLAS OPERA FOUNDATION. ALONG WITH THE BOARD AND TRUSTEES, MANAGEMENT ENSURES THE FINANCIAL SUPPORT PROVIDED BY THE FOUNDATION IS USED FOR THE PURPOSES AS DESCRIBED IN THE ENDOWMENT AGREEMENTS. X X X X false false false false false false false false false IAN L DERRER GENERAL DIRECTOR & CEO 311725 0 0 0 0 0 9665 0 5708 0 327098 0 0 0 EMMANUEL VILLAUME MUSIC DIRECTOR 311985 0 0 0 0 0 6370 0 9135 0 327490 0 0 0 ELISABETH B GALLEY DIRECTOR OF DEVELOPMENT 175883 0 0 0 0 0 7324 0 10094 0 193301 0 0 0 WALKER BEARD DIRECTOR OF OPERATIONS 145551 0 0 0 0 0 3558 0 6310 0 155419 0 0 0 X Airline miles 1 64515 Market value X Pianos 1 57800 Market value X Event Passes & Award Dinner Tickets 1 10000 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Airline miles The organization is reporting the number of contributions. Other - Pianos The organization is reporting the number of contributions. Other - Event Passes & Award Dinner Tickets The organization is reporting the number of contributions. Form 990, Part VI, Line 1a Material differences in voting rights THE BOARD OF DIRECTORS HAS DESIGNATED MEMBERS OF AN EXECUTIVE COMMITTEE. THE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE COMPANY WITH RESPECT TO MATTERS THAT ARISE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MILENE AND TASSIO CARVALHO - Family relationship, MYRA AND ROBERT HULL - Family relationship, HOLLY AND TOM MAYER - Family relationship, PHYLLIS AND TOM MCCASLAND - Family relationship, ARLENE AND LOUIS NAVIAS - Family relationship, ENIKA AND RICHARD SCHULZE - Family relationship, STEVE AND BETTY SUELLENTROP - Family relationship, KERN AND MARNIE WILDENTHAL - Family relationship, SCOTT CHASE AND DEBRA WITTER - Family relationship, JEAN ANN AND SARA TITUS - Family relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE DIRECTORS ARE ELECTED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders SOME DECISIONS MADE BY THE GOVERNING BODY REQUIRE FINAL APPROVAL BY THE BOARD OF TRUSTEES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS SENT TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. There is also a formal meeting with the Executive Committee to present the Form 990. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS AND SENIOR STAFF MEMBERS RECEIVE, REVIEW AND SIGN A STATEMENT THAT AFFIRMS THEIR COMPLIANCE WITH THIS POLICY. IF A CONFLICT OF INTEREST IS FOUND, THE BOARD OR SENIOR STAFF MEMBER RECUSES THEMSELVES FROM THE RESPECTIVE COMMITTEE OR FROM ANY VOTES OR DECISIONS THAT ARE RELATED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION HAS ESTABLISHED AN INDEPENDENT COMPENSATION COMMITTEE COMPRISING OF FOUR OR MORE BOARD MEMBERS TO ASSIST WITH DETERMINATION OF COMPENSATION. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING THE AMOUNT OF COMPENSATION FOR THE GENERAL DIRECTOR AND CHIEF EXECUTIVE OFFICER ANNUALLY. THE COMMITTEE REVIEWS COMPARABLE NATIONAL AND LOCAL COMPENSATION DATA AND OTHER APPLICABLE RESOURCES AS RELEVANT AND READILY AVAILABLE, PRIOR TO DETERMINING, DOCUMENTING AND APPROVING COMPENSATION. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION FOR KEY EMPLOYEES IS AT THE DISCRETION OF THE GENERAL DIRECTOR & CEO. Form 990, Part VI, Line 19 Required documents available to the public PRIOR TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE, GUIDESTAR, IRS WEBSITE, AND UPON REQUEST. GUIDESTAR GATHERS AND PUBLICIZES INFORMATION ABOUT NONPROFIT ORGANIZATIONS. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST. The Dallas Opera Foundation 2403 Flora Street Suite 500 Dallas TX 75201 752008823 Support TX 501(c)(3) Type I Dallas Opera true false true true false true false false false false false false true false true false false true false false THE DALLAS OPERA FOUNDATION C 1522768 FMV THE DALLAS OPERA FOUNDATION B 114952 FMV THE DALLAS OPERA FOUNDATION E 2232275 fmv