2026-05-12T13:03:55-04:00 2025-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2024-07-01 581371843 THE ATLANTA OPERA INC % CHRISTINA PALOSKI ATLA 4048818801 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 MR Micah Fortson MANAGING DIRECTOR 4043511282 2026-05-15 true true SABRE J LINAHAN P01372980 4048746244 2026-05-15 2024 2025-03-06 01:10:19Z MR Micah Fortson 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 60164906 false X WWW.ATLANTAOPERA.ORG X 1979 GA BREAK THE BOUNDARIES OF OPERA TO CREATE EXCEPTIONAL EXPERIENCES FOR AUDIENCES EVERYWHERE. 42 42 215 60 0 0 11365141 48016015 2401803 2880379 1267232 1463252 25939 52880 15060115 52412526 0 0 0 0 7684779 8619296 0 37042 1192305 8812474 9148425 16497253 17804763 -1437138 34607763 45875502 80841023 6531510 6139120 39343992 74701903 X THE ATLANTA OPERA, ESTABLISHED IN 1979, REIMAGINES OPERA FOR A GLOBAL AUDIENCE. ROOTED IN ATLANTA'S VIBRANT CULTURAL LANDSCAPE, WE PUSH ARTISTIC BOUNDARIES TO DELIVER EXTRAORDINARY EXPERIENCES, SOLIDIFYING OUR POSITION AS A DYNAMIC FORCE IN THE WORLD OR OPERA. false false 12649583 2455715 TRANSFORMATIVE PRODUCTIONS: Since 2013, Tomer Zvulun's innovative and artistic vision has fueled a dramatic expansion of The Atlanta Opera's influence. Four powerful mainstage productions at the Cobb Energy Centre, alongside two immersive "Discoveries" operas staged throughout Atlanta, have shattered accessibility barriers and forged a deeper connection with the community resulting in over 48,000 tickets sold in fiscal year 2025. 863861 182076 EDUCATION AND ENGAGEMENT: Reaching over 120,000 students across the Southeast, our Studio Tour offers impactful in-school performances and unique field trip experiences to final dress rehearsals. We strengthen community ties through engaging pre-show talks, stimulating panel discussions, and exciting pop-up concerts. Founded in 2022, our 96-Hour Opera Festival creates vital platforms for emerging composers and librettists fostering their career development 421344 RESIDENT ARTISTS: Since 2016, this program has been a vital springboard for emerging opera talent. We provide rigorous mentorship and expert collaboration, empowering early-career professionals to hone their skills and launch successful careers. Our alumni's achievements speak volumes, with many securing positions at prestigious opera houses worldwide, including The Met and the Paris Opera. 718109 0 13381 CINEMATIC OPERA AND GLOBAL REACH 0 0 229207 OPERA RESOURCE SHARING 718109 0 242588 14652897 true true false false false false false false false true true false false true true true true false false false true false false true true false false false false true false false false true false false false false true false false false true false false false false true 167 0 true 215 true false false false false false true true false false false false false false X 42 42 false false false false false false false true true false false true true true true true true true true false GA X CHRISTINA PALOSKI 4048812256 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 X TOMER ZVULUN GENERAL & ARTISTIC DIRECTOR 40.0 0.0 X 474992 0 107529 MICAH FORTSON MANAGING DIRECTOR 40.0 0.0 X 217522 0 61552 JONATHAN BLALOCK DIR OF ADVANCEMENT REVENUE 40.0 0.0 X 136131 0 22114 JESSICA LANGLOIS MANAGING DIR OF DEVELOPMENT 40.0 0.0 X 134295 0 15156 MEREDITH WALLACE DIR OF ARTISTIC ADMINISTRATION 40.0 0.0 X 119527 0 15257 REBECCA BROWN DIR OF SALES & MARKETING 40.0 0.0 X 115642 0 16784 ROB REYNOLDS DIR OF PRODUCTION 40.0 0.0 X 105234 0 19576 MR RHYS T WILSON BOARD CHAIR 12.0 0.0 X X 0 0 0 MR JOHN L HAMMAKER VICE CHAIR 12.0 0.0 X X 0 0 0 MS BUNNY WINTER TREASURER 12.0 0.0 X X 0 0 0 MR MICHAEL E PAULHUS SECRETARY 12.0 0.0 X X 0 0 0 MS CATHY CALLAWAY ADAMS BOARD MEMBER 1.0 0.0 X 0 0 0 MRS SUSAN M ANDERSON BOARD MEMBER 1.0 0.0 X 0 0 0 MR BRYAN H BARNES BOARD MEMBER 1.0 0.0 X 0 0 0 MR DANTE BELLIZZI BOARD MEMBER 1.0 0.0 X 0 0 0 MR MONTAGUE L BOYD IV BOARD MEMBER 1.0 0.0 X 0 0 0 DR HAROLD J BRODY BOARD MEMBER 1.0 0.0 X 0 0 0 MRS ROSEMARY KOPEL BROWN BOARD MEMBER 1.0 0.0 X 0 0 0 MR FRANK H BUTTERFIELD BOARD MEMBER 1.0 0.0 X 0 0 0 DR FRANK A CRITZ BOARD MEMBER 1.0 0.0 X 0 0 0 MR ROBERT DEAN BOARD MEMBER 1.0 0.0 X 0 0 0 DR CARLOS DEL RIO BOARD MEMBER 1.0 0.0 X 0 0 0 DR TODD ELLIS BOARD MEMBER 1.0 0.0 X 0 0 0 MR DIETER ELSNER BOARD MEMBER 1.0 0.0 X 0 0 0 DR DONALD J FILIP BOARD MEMBER 1.0 0.0 X 0 0 0 MR KEVIN GREINER BOARD MEMBER 1.0 0.0 X 0 0 0 MRS JOANNE CHESLER GROSS BOARD MEMBER 1.0 0.0 X 0 0 0 MS CAROLINE HARDIN BOARD MEMBER 1.0 0.0 X 0 0 0 MR JOHN HAUPERT BOARD MEMBER 1.0 0.0 X 0 0 0 MR JAMAEL HESTER BOARD MEMBER 1.0 0.0 X 0 0 0 MRHOWARD W HUNTER BOARD MEMBER 1.0 0.0 X 0 0 0 MR ANDREW R LONG BOARD MEMBER 1.0 0.0 X 0 0 0 MR ALFREDO MARTIN BOARD MEMBER 1.0 0.0 X 0 0 0 MS KELLY MAYHALL BOARD MEMBER 1.0 0.0 X 0 0 0 MR JAMES B MILLER JR BOARD MEMBER 1.0 0.0 X 0 0 0 MRS STEPHANIE MORELA BOARD MEMBER 1.0 0.0 X 0 0 0 MRS SANDRA S MORELLI BOARD MEMBER 1.0 0.0 X 0 0 0 MRS TALIA MURPHY BOARD MEMBER 1.0 0.0 X 0 0 0 MR HOWARD PALEFSKY BOARD MEMBER 1.0 0.0 X 0 0 0 MR HERBERT J ROSENBERG BOARD MEMBER 1.0 0.0 X 0 0 0 MR THOMAS SAYLOR BOARD MEMBER 1.0 0.0 X 0 0 0 MR ALEX SIMMONS JR BOARD MEMBER 1.0 0.0 X 0 0 0 MRS CHRISTINE ST CLARE BOARD MEMBER 1.0 0.0 X 0 0 0 MR WILLIAM E TUCKER BOARD MEMBER 1.0 0.0 X 0 0 0 MR CHARLES R YATES JR BOARD MEMBER 1.0 0.0 X 0 0 0 Mrs Qaadirah Abdur-Rahim BOARD MEMBER 1.0 0.0 X 0 0 0 Mrs Kate Cook BOARD MEMBER 1.0 0.0 X 0 0 0 Mr Clark Dean BOARD MEMBER 1.0 0.0 X 0 0 0 Mr Rashaun Williams BOARD MEMBER 1.0 0.0 X 0 0 0 1303343 0 257968 9 false true false Post Loyal Architecture Industrial 2970 Peachtree Rd NW ATLANTA GA 30305 Architecture Service 648504 Cobb Energy Performing Arts Centre 3243 Cobb Galleria Pkwy ATLANTA GA 30339 EVENTS SPACE 615666 UTP Productions Inc 35 W Broadway SALT LAKE CITY UT 84101 Personnel Services 522917 Legendary Events 3379 Peachtree Rd NE 925 ATLANTA GA 30326 EVENTS SPACE 218475 Bay Production Ltd UNIT 38 PORTMANMOOR ROAD INDUSTRIA CARDIFF WALES UK CF24 5HB Production Build 100022 5 1066613 217900 46731502 2404476 48016015 TICKETING 711110 2384336 2384336 COMMUNITY ENGAGEMENT 711110 182076 182076 TICKET & SEAT FEES 711110 71379 71379 SET RENTAL 711110 242588 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403306 1153954 52325870 86656 86656 52412526 18121913 500 403306 403806 17718107 86656 86656 17804763 SCHEDULE D, PART V, LINE 4 PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ENDOWMENT FUND INVESTMENTS TO BE HELD INDEFINITELY, THE INCOME FROM WHICH IS EITHER UNRESTRICTED FOR SUPPORT OF THE OPERATIONS OF THE OPERA OR RESTRICTED BY A DONOR FOR A SPECIFIED PURPOSE. SCHEDULE D, PART X, LINE 2 THE OPERA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AS AMENDED, AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE OPERA ANNUALLY EVALUATES ALL FEDERAL AND STATE INCOME TAX POSITIONS. THIS PROCESS INCLUDES AN ANALYSIS OF WHETHER THESE INCOME TAX POSITIONS THE OPERA TAKES MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS CODIFICATION. IN THE NORMAL COURSE OF BUSINESS, THE OPERA IS SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. IN GENERAL, THE OPERA IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR TAX YEARS ENDING BEFORE JUNE 30, 2022. SCHEDULE D, PART XI, LINE 2D $31,319 COGS INCLUDED IN INVENTORY + $371,987 FUNDRAISING EVENT EXPENSES ------------ $403,306 TOTAL SCHEDULE D, PART XII, LINE 2D $31,319 COGS INCLUDED IN INVENTORY + $371,987 FUNDRAISING EVENT EXPENSES ------------ $403,306 TOTAL East Asia and the Pacific 0 0 Program Services PRODUCTION COSTS 163376 Europe (Including Iceland and Greenland) 0 0 Program Services PRODUCTION COSTS 100022 0 0 0 0 263398 263398 X true ANDREA KLUG REED GRANT WRITING false 914347 37042 877305 914347 37042 877305 GA ANNUAL GALA 1465221 1066613 398608 67495 102438 3500 198554 0 1465221 1066613 398608 67495 102438 3500 198554 371987 26621 X X X false true false false false false false true false MICAH FORTSON MANAGING DIRECTOR 197522 20000 0 26249 35309 279080 0 TOMER ZVULUN GENERAL & ARTISTIC DIRECTOR 356623 73369 45000 87018 20515 582525 0 JONATHAN BLALOCK DIR OF ADVANCEMENT REVENUE 121131 15000 0 5034 17083 158248 0 SCHEDULE J, PART I, LINE 4B DURING FISCAL YEAR 2024, THE ORGANIZATION IMPLEMENTED A DEFERRED COMPENSATION PLAN FOR THE CEO/MANAGING DIRECTOR and Artistic Director. DURING THE 5 YEAR TERM OF THE AGREEMENT, THE ORGANIZATION WILL SET ASIDE AMOUNTS AS A LONG-TERM INCENTIVE BONUS. THE PARTICIPANTS ARE NOT VESTED IN THESE AMOUNTS UNTIL THE END OF THE CONTRACT PERIOD, TERMINATION WITHOUT CAUSE OR RESIGNATION ON GOOD TERMS. DURING THE YEAR ENDING JUNE 30, 2025, THE Amounts contributed into the plan for each participant is reported on Schedule J Part II Column C. SCHEDULE J, PART I, LINE 7 MERIT BONUSES WERE AWARDED BASED ON PERFORMANCE AT YEAR END. ADDITIONALLY, DIRECTOR FEES ARE AWARDED BASED ON THE NUMBER OF SHOWS PRODUCED DURING THE YEAR. SCHEDULE J, PART II BONUS INCENTIVES AND DIRECTOR FEES REFLECTED IN PART II, COLUMNS B(II) AND B(III) ARE PAID OUT DEPENDING ON THE NUMBER OF SHOWS PRODUCED DURING THE YEAR AS WELL AS DOLLARS RAISED FOR THE ORGANIZATION DURING THE YEAR. THESE ARE NON-FIXED PAYMENTS RECEIVED BY THE INDIVIDUAL BASED ON PERFORMANCE AND ARE CONTINGENT ON THE SUCCESSFUL OPERATIONS OF THE ORGANIZATION. SABROPERA LLC OWNED BY OFFICER X 115000 92000 false false false 92000 X 34 2397050 FMV X FOOD & BEVERAGES 1 7426 FMV false true true SCHEDULE M, PART I, COLUMN (B) THE AMOUNT IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 32B THE OPERA USES A BROKERAGE FIRM TO SELL THE STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD FOR FORMAL APPROVAL. THE APPROVED 990 IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE EXPECTED TO READ THE CONFLICT OF INTEREST POLICY WHEN THEY JOIN THE BOARD AND A COPY OF THIS POLICY IS PROVIDED TO CURRENT BOARD MEMBERS ON AN ANNUAL BASIS. IF BOARD LEADERSHIP IDENTIFIES A POTENTIAL CONFLICT OF INTEREST THE BOARD MEMBER IN QUESTION IS SURVEYED AND APPROPRIATE ACTION IS TAKEN TO RESOLVE THE CONFLICT. BOARD MEMBERS ARE ASKED TO CONTACT AN OFFICER OF THE ORGANIZATION IF THEY THEMSELVES FIND A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINES 15A & 15B BOARD LEADERSHIP WORKS WITH AN OUTSIDE ORGANIZATIONAL DEVELOPMENT CONSULTANT. THIS PROCESS WAS USED FOR HIRING AND CONTRACT RENEWALS WITH THE GENERAL DIRECTOR IN 2013, 2017, AND 2021. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 32 The year-end net assets of $74,701,903 are not entirely liquid, unrestricted net assets readily available for the organization's immediate operations. While $8,282,093 of these net assets are readily available, the remaining $66,419,810 is anticipated to be received over the subsequent five years. Furthermore, a portion of these funds is already designated for specific purposes related to the opera's activities and programming. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:3197684 ATLANTA OPERA PRODUCTIONS LLC 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 473733882 PRODUCTION GA 0 0 TAO CLUBHOUSE RESTORATION & RENOVATION LLC 1575 NORTHSIDE DR NW STE 350 ATLANTA GA 30318 331647025 DEVELOPMENT GA 35597803 36022275 TAO