2026-05-13T09:03:42-05:00 2025-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-07-01 742390496 AUSTIN LYRIC OPERA AUST 5124725992 5811 TRADE CENTER DR BLD 1 AUSTIN TX 78744 ANNE M BURRIDGE GENERAL DIRECTOR & CEO 5124725992 2026-05-13 1 1 RENAE DUNCAN P01257722 5123462086 2026-05-07 2024 2025-03-06 01:10:19Z ANNE M BURRIDGE 5811 TRADE CENTER DR BLD 1 AUSTIN TX 78744 6183608 0 X WWW.AUSTINOPERA.ORG X 1985 TX TO PROVIDE OPERATIC PERFORMANCES AND EDUCATIONAL PROGRAMS. 36 36 257 70 0 0 6363761 4388019 1247377 1034024 56176 157604 51448 107931 7718762 5687578 0 0 0 0 2173038 1993101 0 0 621095 2718655 2747293 4891693 4740394 2827069 947184 11728810 11307536 5902184 4339883 5826626 6967653 X AUSTIN OPERA LEVERAGES THE MULTIDISCIPLINARY, COLLABORATIVE, AND TRANSCENDENT POWER OF OPERA TO INCREASE THE QUALITY OF LIFE FOR OUR DIVERSE COMMUNITY BY: - BRINGING TOGETHER LOCAL AND NATIONAL ARTISTS TO CREATE OUTSTANDING, MEANINGFUL OPERATIC PERFORMANCES AND EXPERIENCES. - PARTNERING WITH LOCAL SCHOOL AND COMMUNITY GROUPS TO PROVIDE ROBUST, RESPONSIVE EDUCATIONAL PROGRAMS THAT INSPIRE AND ENGAGE. - LEADING THE DEVELOPMENT OF NEW, INNOVATIVE STRATEGIES THAT INCREASE THE SCOPE AND IMPACT OF THE OPERATIC MEDIUM IN AUSTIN AND BEYOND. 0 0 2184495 1034024 TO PROVIDE AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC & MUSIC THEATRE PERFORMANCES FOR THE CULTURAL & EDUCATIONAL ENRICHMENT OF AUSTIN. 2184495 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 149 0 1 257 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X MELISSA BARTLING 5124725992 5811 TRADE CENTER DR BLDG 1 AUSTIN TX 78744 BARRETT TINA CHAIR, DEI COMMITTEE 2.00 X X 0 0 0 DAMORE PAULA CHAIR, DEVELOPMENT COMMITTEE 2.00 X X 0 0 0 EAKIN DENNIS TRUSTEE 1.00 X 0 0 0 ELLERMAN CHRIS TRUSTEE 1.00 X 0 0 0 EPSZTEIN MICHEL TRUSTEE 1.00 X 0 0 0 ERSPAMER MICHAEL BOARD PRESIDENT 5.00 1.00 X X 0 0 0 FOX DARYL TRUSTEE 1.00 X 0 0 0 GOLM LOUIS TRUSTEE 1.00 X 0 0 0 GREEN JAMES CO-CHAIR, FINANCE COMMITTEE 2.00 1.00 X X 0 0 0 GUTT MANUELA CO-CHAIR, FINANCE COMMITTEE 2.00 1.00 X X 0 0 0 HELLER ANDREW TRUSTEE 1.00 X 0 0 0 JABOUR DAVID TRUSTEE 1.00 X 0 0 0 JEFFREY STEPHEN CHAIR, ENDOW BOARD, PAST PRESIDENT 2.00 1.00 X X 0 0 0 KAHNG MARIA TRUSTEE 1.00 X 0 0 0 KAUR SANGEETA TRUSTEE 1.00 X 0 0 0 KODOSKY JEFF PAST BOARD CHAIR 1.00 1.00 X 0 0 0 LARCHER JOHANNES TRUSTEE 1.00 X 0 0 0 LOGAN CAROL TRUSTEE 1.00 X 0 0 0 MARENTES PABLO TRUSTEE 1.00 X 0 0 0 METTEAUER MICHAEL TRUSTEE 1.00 X 0 0 0 O'REILLY SISSI CHAIR, EDUCATION COMMITTEE 2.00 X X 0 0 0 POWELL BRIAN CHAIR, TRUSTEES COMMITTEE 2.00 X X 0 0 0 RAMIREZ ENRIQUE TRUSTEE 1.00 X 0 0 0 SESSLER JONATHAN TRUSTEE 1.00 X 0 0 0 STEWART JAY LEGAL COUNCIL 7.00 X 0 0 0 TETZLAFF SUSANNE BOARD CHAIR 5.00 1.00 X X 0 0 0 TOBEY DAVID TRUSTEE 1.00 X 0 0 0 TYLER STEVEN TRUSTEE 1.00 X 0 0 0 VILLALTA THOMAS TRUSTEE 1.00 1.00 X 0 0 0 WALLACE JONI TRUSTEE 1.00 X 0 0 0 WALSH-KNUSTON CAROL BOARD SECRETARY 2.00 X X 0 0 0 WALTZ ELISABETH TRUSTEE 1.00 X 0 0 0 WANG LORRAINE TRUSTEE 1.00 X 0 0 0 WHORTON JIM TRUSTEE 1.00 X 0 0 0 WILKS JENNIFER TRUSTEE 1.00 X 0 0 0 WOMACK EVA TRUSTEE 1.00 X 0 0 0 BURRIDGE ANNE M GENERAL DIRECTOR & CEO 40.00 X 227649 0 18659 BASTEN JENNIFER CHIEF ADVANCEMENT OFFICER 40.00 X 133500 0 14560 361149 0 33219 2 0 1 0 TIMOTHY MYERS LLC 3303 WHITE OAK ROAD RALEIGH NC 27609 ARTISTIC ADVISOR 142524 1 340350 284005 70500 3693164 86144 4388019 PERFORMANCE REVENUE 900099 1029475 1029475 EQUIPMENT RENTAL 900099 4549 4549 1034024 135504 135504 22100 0 22100 22100 22100 603961 340350 496030 107931 107931 5687578 1034024 0 265535 X 260131 128754 74654 56723 1389330 687662 398718 302950 24553 12153 7046 5354 184209 38773 113689 31747 134878 73394 32595 28889 184588 184588 717944 631045 49604 37295 118089 118089 339762 83159 241299 15304 117275 116725 550 6044 6044 526529 350297 149816 26416 242731 130151 15357 97223 22357 10231 2982 9144 249000 249000 123213 14345 108868 59095 96 58999 BAD DEBTS EXPENSE 22270 10071 6996 5203 OTHER EXPENSES 18396 8320 5779 4297 4740394 2184495 1934804 621095 1128598 1510221 900030 53849 1665539 1115553 25124 64650 104170 5341137 344629 4578375 4996508 2807083 3192097 559411 335138 11728810 11307536 87821 149009 618912 467932 4500000 3250000 695451 472942 5902184 4339883 X 4256754 6024574 1569872 943079 5826626 6967653 11728810 11307536 947184 206686 -12843 0 X X 0 1 X 1 0 X 3670785 3318926 1802679 6363761 4388019 19544170 3670785 3318926 1802679 6363761 4388019 19544170 2716474 16827696 2858 3116 18254 55507 135504 215239 19759409 4838192 0.85160 0.82920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9820759 231499 1125307 284005 63047 10830513 9253980 120510 780065 283531 50265 9820759 8987128 32246 547851 264502 48743 9253980 7326360 2765745 -770040 282941 51996 8987128 5515714 250250 1818936 208757 49783 7326360 0.88000 0.12000 0 1 1 558657 558657 3997168 110495 3886673 405304 232302 173002 380008 1832 378176 4996508 SBA EIDL 151220 LEASE LIABILITY 321722 472942 X PART V, LINE 4: TO PROVIDE FINANCIAL SUPPORT TO THE OPERA. PART X, LINE 2: THE OPERA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME, IF ANY. THE OPERA ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2022, AND AFTER ARE OPEN TO EXAMINATION BY FEDERAL AND LOCAL AUTHORITIES. WINE DINNER AND AUCTION 572329 49473 522856 1932 122931 43396 PATRON PROGRAM TRIP 251341 251341 104965 48000 54694 3 120641 39536 81105 34050 60053 26009 944311 340350 603961 140947 230984 124099 496030 107931 X 0 0 0 0 0 0 0 0 0 BURRIDGE ANNE M GENERAL DIRECTOR & CEO 227649 0 0 0 0 0 9419 0 9240 0 246308 0 0 0 JEFFREY L KODOSKY PAST BOARD CHAIR LOAN FOR NEW BUILDING PURCHASE X 4500000 3250000 0 1 1 3250000 X 5 50064 FAIR MARKET VALUE X FOOD CATERING 1 36080 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 PNC BANK INSTITUTIONAL ASSET MANAGEMENT HAS BEEN DELGATED WITH INVESTMENT MANAGEMENT DUTIES BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOESN'T CONTEMPORANEOUSLY DOCUMENT ALL COMMITTEE MEETINGS. THE BOARD OF TRUSTEE MEETINGS ARE DOCUMENTED BY MINUTES, SOME COMMITTEE MEETINGS ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF BUSINESS OPERATIONS, THE CFO CLIENT CONSULTANT, THE GENERAL DIRECTOR & CEO, THE FINANCE COMMITTEE, AND IS DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SIGNATURE/ACCEPTANCE OF THE POLICY IS COLLECTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 28,664. MANAGEMENT AND GENERAL EXPENSES 49,604. FUNDRAISING EXPENSES 37,295. TOTAL EXPENSES 115,563. PERFORMERS, CONDUCTORS, DIRECTORS: PROGRAM SERVICE EXPENSES 602,381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 602,381. PART XII, LINE 2C EXPLANATION THE OVERSIGHT OF THE AUDIT AND SELECTION PROCESS FOR THE AUDIT COMMITTEE DID NOT CHANGE FROM THE PRIOR YEAR. AUSTIN LYRIC OPERA ENDOWMENT FUND 5811 TRADE CENTER DR BLD 1 AUSTIN TX 78744 742744864 SUPPORT AUSTIN LYRIC OPERA TX 501(C)(3) LN 12, TYPE I AUSTIN LYRIC OPERA 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AUSTIN LYRIC OPERA ENDOWMENT FUND C 284005 CASH