2025-08-06T08:40:33+00:00 2024-09-30 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2023-10-01 430821958 Opera Theatre of Saint Louis OPER 3149610171 210 Hazel Avenue St Louis MO 63119 ANDREW JORGENSEN GENERAL DIRECTOR 3149610171 2025-08-06 true Kristen Hankins P01256574 3142315544 2025-08-06 2023 2025-03-06 01:10:19Z ANDREW JORGENSEN 210 Hazel Avenue St Louis MO 63119 16018519 false X WWW.OPERA-STL.ORG X 1964 MO Opera Theatre's mission is to shape a vibrant future for opera by connecting, inspiring, and entertaining our communities; to foster the next generation; and to make opera accessible and inclusive. 51 51 335 250 29749 0 7355710 5688627 1285199 1360575 2954039 3985980 271717 259400 11866665 11294582 74400 60000 0 0 6999178 7608414 0 0 1800670 6603138 6069782 13676716 13738196 -1810051 -2443614 99853684 114016792 1644972 1850589 98208712 112166203 OPERA THEATRE'S MISSION IS TO SHAPE A VIBRANT FUTURE FOR OPERA BY CONNECTING, INSPIRING, AND ENTERTAINING OUR COMMUNITIES THROUGH THE POWER AND BEAUTY OF THE ART FORM; TO FOSTER THE NEXT GENERATION BY EMPOWERING A DIVERSE GROUP OF ARTISTS, ARTISANS, AND ADMINISTRATORS AT THE HIGHEST LEVEL; AND TO MAKE OPERA ACCESSIBLE AND INCLUSIVE THROUGH INNOVATIVE AND COLLABORATIVE STORYTELLING THAT REFLECTS, ENGAGES, AND STRENGTHENS THE ST. LOUIS COMMUNITY AND ATTRACTS NATIONAL AND INTERNATIONAL AUDIENCES. false false 9670285 25000 1360575 THE 2024 FESTIVAL SEASON INCLUDED FOUR BRAND NEW PRODUCTIONS, INCLUDING ROSSINI'S THE BARBER OF SEVILLE, PUCCINI'S LA BOHEME, HANDEL'S JULIUS CAESAR, AND PHILIP GLASS' GALILEO GALILEI. IN ADDITION, THE SEASON FEATURED TWO CONCERTS, CENTER STAGE AND OUR SONGS. THE MAIN STAGE PERFORMANCES FEATURED EARLY CAREER SINGERS IN CHORUS, FEATURE, AND PRINCIPAL ROLES ALONGSIDE ESTABLISHED PERFORMERS IN PRODUCTIONS LED BY WORLD RENOWNED CONDUCTORS, STAGE DIRECTORS, AND DESIGNERS. THE ST. LOUIS SYMPHONY ORCHESTRA ACCOMPANIES ALL PERFORMANCES. SETS, PROPS, COSTUMES, AND LIGHTING ARE CREATED LOCALLY BY PROFESSIONAL TECHNICIANS AND CRAFTSPEOPLE. THE 32 PERFORMANCES SAW 17,147 TICKETS SOLD, AND 2,444 GIVEN AWAY AS PART OF THE PHYLLIS' SEATS INITIATIVE TO BRING NEW PEOPLE TO OPERA. ATTENDEES CAME FROM ACROSS THE REGION, COUNTRY, AND GLOBE. 446211 35000 295880 IN FISCAL YEAR 2024 THE EDUCATION AND ENGAGEMENT PROGRAMS REACHED MORE THAN 76,000 STUDENTS IN 332 SCHOOLS ACROSS 46 STATES AND CANADA. PROGRAMS INCLUDED: A DIGITAL STREAMING OPERA PROGRAM IN PRIVATE, PAROCHIAL, AND PUBLIC SCHOOLS ACROSS THE WORLD; DOCENT PRESENTATIONS IN THE COMMUNITY; ARTS INTENSIVE PROGRAMS IN LOCAL SCHOOLS CULMINATING IN STUDENTS CREATING AND PERFORMING THEIR OWN WORLD PREMIERE OPERAS; VOCAL INSTRUCTION AND COACHING FOR HIGH SCHOOLS STUDENTS FROM LOCAL SCHOOLS CULMINATING IN A PUBLIC RECITAL AND SCHOLARSHIP AWARDS; CAMPS FOR MIDDLE AND HIGH SCHOOL AGE STUDENTS; AND TRAILBLAZERS IN OPERA-AN INTERACTIVE LESSON SERIES SPOTLIGHTING GROUNDBREAKING PAST AND PRESENT BLACK OPERA SINGERS AND COMPOSERS. 360179 NEW WORKS COLLECTIVE IS A PROGRAM DEDICATED TO EXPAND THE AMERICAN OPERA CANON WITH ORIGINAL, INNOVATIVE PRODUCTIONS THAT AUTHENTICALLY REPRESENT STORIES OF OUR COMMUNITY. THE NEW WORKS COLLECTIVE IS A DYNAMIC GROUP OF ST. LOUIS-BASED ARTISTS, ACTIVISTS, AND EDUCATORS THAT IS TASKED WITH IDENTIFYING AND COMMISSIONING WORKS THAT ARE RELEVANT AND RELATABLE FOR THE BROADER ST. LOUIS REGION. IN 2024 THE COLLECTIVE SELECTED THREE CREATIVE TEAMS FROM A BROAD, NATIONWIDE OPEN CALL. THE CYCLE OF THREE NEW WORKS SELECTED BY THE COLLECTIVE PREMIERED IN MARCH 2024 TO SOLD OUT AUDIENCES AT THE KIRKWOOD PERFORMING ARTS CENTER. 10476675 true true false false false false false false true true false false false true false true false false false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 205 0 true 335 true true true false false false false true true false false false false false false X 51 51 true false false false false false false true true false false true true true true true true true true false X X ANDREW JORGENSEN 3149610171 210 HAZEL AVENUE ST LOUIS MO 63119 Ann McFarland Sullins Secretary 1.0 0.0 X X 0 0 0 Kim Eberlein Board Chair 1.0 0.0 X X 0 0 0 Lelia J Farr Vice-Chairman 1.0 0.0 X X 0 0 0 Mont S Levy Treasurer 1.0 0.0 X X 0 0 0 V Raymond Stranghoener Vice-Chairman 1.0 0.0 X X 0 0 0 Adrienne Davis Board Member 1.0 0.0 X 0 0 0 Allison W Roberts Board Member 1.0 0.0 X 0 0 0 Arnold W Donald Board Member 1.0 0.0 X 0 0 0 Barry Kirk Board Member 1.0 0.0 X 0 0 0 Bettie Johnson Board Member 1.0 0.0 X 0 0 0 Crystal Allen Dallas Board Member 1.0 0.0 X 0 0 0 Cynthia J Brinkley Board Member 1.0 0.0 X 0 0 0 David Hagee Board Member 1.0 0.0 X 0 0 0 David Meiners MD Board Member 1.0 0.0 X 0 0 0 David Sewall MD Board Member 1.0 0.0 X 0 0 0 Dr Amber Simpson Board Member 1.0 0.0 X 0 0 0 Dr Donald M Suggs Board Member 1.0 0.0 X 0 0 0 Dr Lannis Hall Board Member 1.0 0.0 X 0 0 0 Edes Gilbert Board Member 1.0 0.0 X 0 0 0 Eugene Kornblum Board Member 1.0 0.0 X 0 0 0 Frank Jacobs Board Member 1.0 0.0 X 0 0 0 Franklin F Wallis Board Member 1.0 0.0 X 0 0 0 Gabe Angieri Board Member 1.0 0.0 X 0 0 0 Gina G Hoagland Board Member 1.0 0.0 X 0 0 0 Heather Hunt-Ruddy Board Member 1.0 0.0 X 0 0 0 J David Levy Jr Board Member 1.0 0.0 X 0 0 0 Jane Clark Board Member 1.0 0.0 X 0 0 0 Jim Berges Previous Chairman 1.0 0.0 X 0 0 0 John H Russell Board Member 1.0 0.0 X 0 0 0 Joseph Shepard Board Member 1.0 0.0 X 0 0 0 Kenneth Kranzberg Board Member 1.0 0.0 X 0 0 0 Lori Samuels Board Member 1.0 0.0 X 0 0 0 Mabel L Purkerson MD Board Member 1.0 0.0 X 0 0 0 Marcela Manjarrez Board Member 1.0 0.0 X 0 0 0 Maria Guadalupe Taxman Board Member 1.0 0.0 X 0 0 0 Mark Throdahl Board Member 1.0 0.0 X 0 0 0 Mary Schoolman Board Member 1.0 0.0 X 0 0 0 Mary Susman Board Member 1.0 0.0 X 0 0 0 Mrs Irl F Engelhardt Board Member 1.0 0.0 X 0 0 0 Mrs Ronald A Holtman Board Member 1.0 0.0 X 0 0 0 Nomi K Neidorff Immediate Past Chairman 1.0 0.0 X 0 0 0 Phoebe Dent Weil Board Member 1.0 0.0 X 0 0 0 Rex Sinquefield Board Member 1.0 0.0 X 0 0 0 Robert L Scharff Board Member 1.0 0.0 X 0 0 0 Robin Wentworth Board Member 1.0 0.0 X 0 0 0 Spencer B Burke Board Member 1.0 0.0 X 0 0 0 Stephen L Trampe Board Member 1.0 0.0 X 0 0 0 Tania Beasley-Jolly Board Member 1.0 0.0 X 0 0 0 Thelma Steward Board Member 1.0 0.0 X 0 0 0 Timothy Wentworth Board Member 1.0 0.0 X 0 0 0 Win Reed Board Member 1.0 0.0 X 0 0 0 ANDREW JORGENSEN GENERAL DIRECTOR 40.0 0.0 X 316875 0 14010 MICHELLE L MYERS DIRECTOR OF ADMINISTRATION AND FINANCE 40.0 0.0 X 117571 0 14986 NICOLE AMBOS FREBER MANAGING DIRECTOR OF ADVANCEMENT 40.0 0.0 X 203195 0 38462 ANH LE DIRECTOR OF MARKETING AND PUBLIC RELATIONS 40.0 0.0 X 107549 0 14291 JAMES ROBINSON ARTISTIC DIRECTOR 40.0 0.0 X 163249 0 11262 LINDA E SCHULTE DIRECTOR OF DEVELOPMENT 40.0 0.0 X 104565 0 13460 STEPHEN M RYAN DIRECTOR OF PRODUCTION AND OPERATIONS 40.0 0.0 X 138747 0 37976 1151751 0 144447 7 false true false ST LOUIS SYMPHONY 3701B GRANDEL SQUARE ST LOUIS MO 63108 MUSICIAN SERVICES 1130414 CLAYCO 2199 INNERBELT BUSINESS CENTER DR ST LOUIS MO 63114 DESIGN SERVICES 763606 BLUE SUMMIT CONSULTING LLC 231 SOUTH BEMISTON SUITE 800 ST LOUIS MO 63105 FINANCE STAFFING SUPPORT / CONSULTING 342639 BRYAN CAVE LEIGHTON PAISNER LLP PO BOX 503089 ST LOUIS MO 63150 LEGAL 217554 CES & JUDY'S CATERING FOODWORKS INC 10440 GERMAN BLVD ST LOUIS MO 63131 CATERING AND FOOD/BAR SERVICE 164275 7 919903 4768724 341829 5688627 OPERA PROGRAMS 711110 1360575 1360575 0 0 0 0 1360575 2591040 2591040 80000 27300 17051 869 62949 26431 89380 89380 5885309 0 4489147 1222 1396162 -1222 1394940 1394940 60039 919903 215648 -155609 -155609 OTHER ACTIVITIES 900099 295880 295880 PROGRAM ADVERTISING 541800 29749 29749 0 0 0 0 325629 11294582 1656455 29749 3919751 60000 60000 0 0 718485 78465 258398 381622 5950627 5035966 244719 669942 68552 68552 0 0 470232 392278 29124 48830 400518 303193 38999 58326 39998 39998 67648 67648 132056 132056 373625 93107 149861 130657 839702 604974 113876 120852 506554 310575 175168 20811 108413 54781 13848 39784 136204 136204 895069 857530 20796 16743 82332 82332 307026 211848 58335 36843 189982 131687 35393 22902 Orchestra 1161212 1161212 Costumes, Scenery & Props 541663 541663 Instruments 34518 34518 All Other Expenses 653780 317790 82632 253358 0 0 0 0 13738196 10476675 1460851 1800670 1180 1180 6172814 2825982 2592118 2135804 771486 466391 0 0 0 296721 22935 8217983 5025642 3300402 3192341 85825595 104555200 0 0 893368 816959 99853684 114016792 412295 145931 526199 1031559 0 706478 673099 1644972 1850589 X 8137449 5367343 90071263 106798860 98208712 112166203 99853684 114016792 -2443614 16401105 0 X false true X true false X 56244189 7084623 9701606 7355710 5688627 86074755 0 0 56244189 7084623 9701606 7355710 5688627 86074755 47420814 38653941 924536 1730814 2236376 2931099 2698340 10521165 0 0 0 0 0 0 0 96595920 5014030 0.4002 0.4105 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88489202 0 20259553 4655562 104093193 80380207 1471887 10712152 4075044 88489202 96408750 3134995 -15741152 3365316 57070 80380207 76355070 6613734 16536007 3036608 59453 96408750 33332093 43684836 1448510 2052100 58269 76355070 0.0347 0.9653 0.0 false false 7062742 4319164 2743578 1155241 706478 448763 3192341 Annuity Liabilities 17998 Lease Liability 655101 673099 27797199 16401105 233568 16634673 11162526 132056 0 132056 11294582 13839708 233568 233568 13606140 132056 0 132056 13738196 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 D, Part V, Line 4 Intended uses of 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 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES - 215648 RENTAL EXPENSES - 17920 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES - 215648 RENTAL EXPENSES - 17920 Spring Gala 909526 878938 30588 4078 38145 31023 47809 Holiday Celebration 66275 40379 25896 0 36674 2664 13998 1 4140 585 3555 0 28312 5003 7942 979941 919902 60039 4078 103131 38690 69749 215648 -155609 true ARTIST-IN-TRAINING SCHOLARSHIPS 31 35000 NAMED PRIZES / AWARDS 9 25000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ARTISTS-IN-TRAINING PROGRAM AWARDS 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 AWARDED AT THE END OF THE ANNUAL PROGRAM. THESE AWARDS ARE PAID OUT UPON SUBMISSION OF RECEIPTS OF EDUCATIONAL EXPENSES. NAMED PRIZES/AWARDS ARE PROVIDED TO PERFORMERS SHOWING EXCEPTIONAL PROMISE TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE INDIVIDUALS. X X true true X X X X X false false false false false false false false false ANDREW JORGENSEN GENERAL DIRECTOR 264875 0 52000 0 0 0 13244 0 766 0 330885 0 0 0 NICOLE AMBOS FREBER MANAGING DIRECTOR OF ADVANCEMENT 168195 0 35000 0 0 0 9434 0 29028 0 241657 0 0 0 JAMES ROBINSON ARTISTIC DIRECTOR 163249 0 0 0 0 0 6045 0 5217 0 174511 0 0 0 STEPHEN M RYAN DIRECTOR OF PRODUCTION AND OPERATIONS 138747 0 0 0 0 0 7494 0 30482 0 176723 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE ARTISTIC DIRECTOR, JAMES ROBINSON, IS PROVIDED WITH HOUSING DURING THE ORGANIZATION'S FESTIVAL SEASON. THE BENEFIT IS SEASONAL AND IS NOT INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE GENERAL DIRECTOR, ANDREW JORGENSEN, IS PROVIDED WITH A MEMBERSHIP TO A LOCAL SOCIAL CLUB. 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. X 22 341829 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE AMOUNTS REPORTED ON COLUMN B ARE THE NUMBER OF CONTRIBUTIONS THE ORGANIZATION RECEIVED DURING THE YEAR. Form 990, Part VI, Line 1a Material differences in voting rights 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. Form 990, Part VI, Line 1a Delegate broad authority to a committee 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, Line 2 Family/business relationships amongst interested persons MONT LEVY, TREASURER, AND J. DAVID LEVY, BOARD MEMBER - Family relationship, TIM WENTWORTH AND ROBIN WENTWORTH, BOARD MEMBERS - Family relationship, KENNETH KRANZBERG AND STEPHEN TRAMPE, BOARD MEMBERS - Business relationship, NOEMI NEIDORFF, IMMEDIATE PAST CHAIR, AND MARCELA MANJARREZ - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body 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, 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, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees HUMAN RESOURCES-COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE REVIEWS ANNUALLY AND APPROVES. Form 990, Part VI, Line 19 Required documents available to the public 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.