2026-06-15T11:42:53-05:00 2025-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-08-01 746016764 Houston Grand Opera Association Inc HOUS 7135460200 510 Preston Houston TX 770021504 Elizabeth Greer CFO 7135460200 2026-06-15 1 0 Susanna Blackmon P01226926 7134395739 2026-06-15 2024 2025-03-06 01:10:19Z Khori Dastoor 510 Preston Houston TX 770021504 35521994 0 X www.houstongrandopera.org X 1955 TX See Schedule O 43 42 853 150 26537 0 23163256 28007081 7172361 6747634 281064 207552 -174202 -234221 30442479 34728046 52860 123385 0 0 20054164 21240315 0 0 4088487 13006731 13962091 33113755 35325791 -2671276 -597745 26898179 29162420 12828239 15658588 14069940 13503832 X The mission of HGO is to enrich our diverse community through the art of opera. We will do so by creating, curating, exploring, and producing outstanding experiences centered around the human voice.(Continued on Schedule O) 0 0 25420409 6693981 Opera Productions: Houston Grand Opera (HGO) is one of the largest, most innovative, and most highly acclaimed opera companies in the United States. In fulfilling its mission to enrich our diverse community through the art of operas by creating, curating, exploring, and producing outstanding experiences centered around the human voice, HGO has led the field in commissioning new works (76 world premieres to date) and in training and nurturing promising young artists and administrators. The company builds its repertoire with the community in mind, striving to create profoundly enriching experiences for our diverse audiences, both in the Wortham Theater and in community venues. 1875444 123385 5085 The Sarah & Ernest Butler Houston Grand Opera Studio is one of the most respected young artist programs in the country. For more than thirty years it has served young singers and pianist/coaches, providing a bridge between full-time training and full-fledged operatic careers. Each year after an exhaustive international search, a hand-selected group of talented individuals is brought to Houston to work alongside the best in the business at Houston Grand Opera. In main-stage productions and at other less traditional venues, these artists hone their craft as singing actors. During a residency of up to three years, each performer receives customized training from an expert team while gaining invaluable performance experience at the highest level. 1314986 48568 The Community & Learning program connects creative resources with our diverse and vibrant community through collaborative programming in the Houston area - in schools, parks, community landmarks, alternative performance spaces, as well as at the Wortham Theater Center, providing the opportunity to seek, engage, and learn through opera. The nationally recognized Song of Houston initiative commissions new chamber operas and song projects that resonate with contemporary life in Houston and develops community projects that foster collaborations with many Houston-area organizations. Continued on Schedule O. Our multi-faceted Education Program includes Opera to Go!, High School Night and student matinees of main-stage productions, the Bauer Family High School Voice Studio, professional development workshops for teachers, opera camps, and residency programs. 28610839 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 240 0 1 853 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 43 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Elizabeth Greer CFO 7135460258 510 Preston Houston TX 770021504 Claire Liu Chair 5.00 1.00 X X 0 0 0 Allyn Risley Senior Chair 1.00 0.00 X X 0 0 0 Janet Carrig Chair Emeritus 1.00 0.00 X X 0 0 0 Lynn Wyatt Vice Chair 1.00 0.00 X X 0 0 0 Richard Agee Director 1.00 0.00 X 0 0 0 Thomas Ajamie Director 1.00 1.00 X 0 0 0 Christopher Bacon Director 1.00 0.00 X 0 0 0 Michelle Beale Director 1.00 0.00 X 0 0 0 Astley Blair Director 1.00 0.00 X 0 0 0 Albert Chao Director 1.00 0.00 X 0 0 0 Louise Chapman Director 1.00 0.00 X 0 0 0 James Crownover Director 1.00 0.00 X 0 0 0 Khori Dastoor General Director & CEO 50.00 5.00 X X 491561 0 28127 Joshua Davidson Director 1.00 0.00 X 0 0 0 Warren Ellsworth Director 1.00 0.00 X 0 0 0 Benjamin Fink Director 1.00 0.00 X 0 0 0 Joseph Geagea Director 1.00 0.00 X 0 0 0 Michaela Greenan Director 1.00 0.00 X 0 0 0 Ellen Gritz Director 1.00 0.00 X 0 0 0 Selda Gunsel Director 1.00 0.00 X 0 0 0 Matthew Healey Director 1.00 0.00 X 0 0 0 Richard Husseini Director 1.00 1.00 X 0 0 0 Jose Ivo Director 1.00 0.00 X 0 0 0 Myrtle Jones Director 1.00 0.00 X 0 0 0 Marianne Kah Director 1.00 1.00 X 0 0 0 William Kroger Director 1.00 0.00 X 0 0 0 David LePori Director 1.00 0.00 X 0 0 0 Gabriel Loperena Director 1.00 0.00 X 0 0 0 Sid Moorhead Director 1.00 0.00 X 0 0 0 Sara Morgan Director 1.00 0.00 X 0 0 0 Kristin Muessig Director 1.00 0.00 X 0 0 0 Terrylin Neale Director 1.00 1.00 X 0 0 0 Ward Pennebaker Director 1.00 0.00 X 0 0 0 Cynthia Petrello Director 1.00 0.00 X 0 0 0 Gloria Portela Director 1.00 0.00 X 0 0 0 Allyson Pritchett Director 1.00 0.00 X 0 0 0 Matthew Ringel Director 1.00 0.00 X 0 0 0 Kelly Rose Director 1.00 0.00 X 0 0 0 Jack Roth Director 1.00 0.00 X 0 0 0 Harlan Stai Director 1.00 0.00 X 0 0 0 Veer Vasishta Director 1.00 0.00 X 0 0 0 Alfredo Vilas Director 1.00 0.00 X 0 0 0 Margaret Williams Director 1.00 0.00 X 0 0 0 Patrick Summers Artistic & Music Director 50.00 0.00 X 534604 0 28522 Elizabeth Greer CFO 50.00 5.00 X 227557 0 12210 Deborah Hirsch Chief Philanthropy Officer 50.00 5.00 X 239788 0 17414 Molly Dill Chief Operating Officer 50.00 5.00 X 193390 0 25775 Jennifer Davenport Chief Marketing & Experience Officer 50.00 0.00 X 296497 0 14034 James Loftis Secretary, General Counsel 1.00 0.00 X 0 0 0 Richard Bado Director of Artistic Planning 50.00 0.00 X 341751 0 15454 Jennifer Bowman Director of Community & Learning 40.00 0.00 X 140064 0 8554 Scott Ipsen Director of Patron Experience 40.00 0.00 X 138456 0 320 Gregory Robertson Managing Dir. of Strategic Campaigns 50.00 5.00 X 324645 0 30524 Kelly Finn Senior Dir. of Institutional Giving 50.00 0.00 X 161428 0 3228 David Krohn Senior Director of Philanthropy 50.00 0.00 X 176431 0 12131 3266172 0 196293 24 0 1 0 Theatre Royal Plymouth Ltd Royal Parade S Plymouth PL1 2TR UK Construction 798965 Hierarchy Advertising LLC 2500 Summer St 3219 Houston TX 77007 Marketing services 675369 Strike Marketing Group 906 Rutland St Houston TX 77008 Marketing services 325484 Datavox Inc 6650 W Sam Houston Pkwy S Houston TX 77072 IT services 323931 Paul H Lippe Inc 223 12th St Santa Monica CA 90402 Transportation 313059 18 2784813 4232399 20989869 102590 28007081 Ticket Sales 711300 5817135 5817135 Co-production/rentals 711300 881931 881931 Studio/education revenue 611600 48568 48568 6747634 207552 207552 533190 2784813 793948 -260758 -260758 Advertising 541800 26537 26537 26537 34728046 6747634 26537 -53206 123385 123385 2466684 1878783 226926 360975 15159962 11546787 1394663 2218512 265069 219792 21766 23511 1955408 1606716 162716 185976 1393192 1140919 116494 135779 116 116 43896 43896 1262310 1117139 19036 126135 1518500 1355077 20872 142551 800172 488528 188754 122890 471254 435611 19163 16480 178344 178344 1637479 1593999 17823 25657 916527 818818 925 96784 176851 73564 51752 51535 269775 269775 484028 390008 47010 47010 442793 409053 18140 15600 Consulting & stipends 3380890 3296806 5506 78578 Production expenses 1863982 1863982 Event expenses 515174 73528 1132 440514 35325791 28610839 2626465 4088487 691652 559461 507780 584775 13110399 15401797 212534 205529 26953 48148 1094636 2041375 6545578 4583571 2348288 1962007 4927125 3607699 3978812 4751629 26898179 29162420 1551750 1813362 2755214 2888631 3650000 3401830 4871275 7554765 12828239 15658588 X 4256488 1315888 9813452 12187944 14069940 13503832 26898179 29162420 -597745 31637 0 X 0 1 X 1 0 X 28072151 22193074 24668406 23163256 28007081 126103968 28072151 22193074 24668406 23163256 28007081 126103968 24537094 101566874 267922 82858 170988 281064 207552 1010384 127114352 24805125 0.79900 0.80160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109129366 23208583 8122628 4226447 82128 136152002 94009409 7308047 11439671 3568332 59429 109129366 77904737 15290549 4251496 3407572 29801 94009409 83583898 529381 -3110260 3083084 15198 77904737 65763869 578398 20172111 2881318 49162 83583898 0.02433 0.72464 0.25103 0 1 1 2780323 2191941 588382 3451524 2127374 1324150 313731 264256 49475 1962007 Right-of-use assets - operating leases 4751629 4751629 Refundable advance - special events 930919 Operating lease liabilities 4796581 Due to affiliates 1827265 7554765 62220265 31637 27460582 27492219 34728046 0 34728046 35458300 132509 132509 35325791 0 35325791 Part V, Line 4: The organization's endowment funds are held solely by Houston Grand Opera Endowment, Inc. to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances. Part XI, Line 2d - Other Adjustments: Consolidated audit - revenue of affiliates 27,460,582. Part XII, Line 2d - Other Adjustments: Consolidated audit - expenses of affiliates 132,509. Opera Ball 2088183 1742093 346090 103207 124410 34890 219233 Concert of Arias 616450 535600 80850 30440 54669 0 33588 1 613370 507120 106250 70094 85632 0 37785 3318003 2784813 533190 203741 264711 34890 290606 793948 -260758 1 High School Voice Studio Grants 14 16750 0 Alumni Grants 7 13235 0 Concert of Arias Finalists Grants 12 93400 0 Part I, Line 2: Grants are awarded by two selected adjudicators at the public Graduation Recital for the Opera Studio. Grant checks are made directly to the award recipient's university for use toward education expenses. If funds are not so used, the university refunds unused portions back to HGO Association. Grants are also given to help with the cost of college applications, etc. Alumni grants are given to ex studio members to help these artists continue to train in their first few years out of the Studio, when cash flow can be particularly difficult. Recipients are selected by committee. X X X X X 0 0 0 0 0 0 0 0 0 Patrick Summers Artistic & Music Director 534604 0 0 0 0 0 19968 0 8554 0 563126 0 0 0 Khori Dastoor General Director & CEO 459321 0 32240 0 0 0 6411 0 21716 0 519688 0 0 0 Richard Bado Director of Artistic Planning 341751 0 0 0 0 0 6900 0 8554 0 357205 0 0 0 Gregory Robertson Managing Dir. of Strategic Campaigns 324645 0 0 0 0 0 6800 0 23724 0 355169 0 0 0 Jennifer Davenport Chief Marketing & Experience Officer 286497 0 10000 0 0 0 5480 0 8554 0 310531 0 0 0 Deborah Hirsch Chief Philanthropy Officer 239788 0 0 0 0 0 0 0 17414 0 257202 0 0 0 Elizabeth Greer CFO 212557 0 15000 0 0 0 4598 0 7612 0 239767 0 0 0 Molly Dill Chief Operating Officer 193390 0 0 0 0 0 4153 0 21622 0 219165 0 0 0 David Krohn Senior Director of Philanthropy 176431 0 0 0 0 0 3577 0 8554 0 188562 0 0 0 Kelly Finn Senior Dir. of Institutional Giving 161428 0 0 0 0 0 3228 0 0 0 164656 0 0 0 X Auction items 117 102590 Sales proceeds 0 0 1 0 Form 990, Part I, Line 1, Description of Organization Mission: Houston Grand Opera (HGO) is committed to the future of opera through initiatives that engage new audiences and give new artists a stage for their voices to be heard. Through this commitment, we have had the honor of commissioning a plethora of world premieres - both mainstage grand operas and smaller-scale works - as well as hosting the American premieres of several major operas, paving the way for new eras of the art form in all genres, time periods, and languages. Part of Houston Grand Opera's mission to use the arts as a tool for education and social advancement includes our dramaturgy initiatives. Dramaturgy is the development of a performance through conversation, representation, and understanding the greater context of the on-stage elements of an opera. Through lectures, hands-on involvement, and other initiatives, our dramaturg leads our practice as we strive for constant growth at every stage of development. Our commitment to Houston takes us beyond the stage with community and learning programs that nurture a love for the arts for new generations, spark conversations, and make opera accessible to all. The Butler Studio's goal is to develop well-rounded professionals by providing the highest quality training combined with a wide range of performance opportunities. One of the most respected emerging artist programs in the world, the Butler Studio is distinguished from many other programs in the level of integration between Studio members and mainstage artists and production teams. Form 990, Part III, Lina 1a, Organization Mission: The Core Values of Houston Grand Opera: We believe opera has a vital role to play in the lives of an audience hungry for art, beauty, and meaning. Diversity is no longer just a poetic reference, but a joyous cultural reality the company fully embraces. HGO honors the classic masterworks but also evolves the art form to serve future generations. We believe our creative dreams for Houston Grand Opera are vital to the cultural pulse of this city and add immeasurably to the quality of life of its many communities. All cultures use words and music to tell their distinct stories, and we have the ability to use opera as a connector to join those communities. HGO seeks to be a global leader in the evolution of the art form, by inspiring it, developing it, training people to deliver it, documenting it, and most importantly, composing it. We will identify and train the next generation of gifted artistic, creative and leadership talent who will create opera's future. Form 990, Part VI, Section A, line 1a The Executive Committee of the Board of Directors consists of the Chairman of the Board, the Senior Chairman of the Board, the Chairman Emeritus of the Board, the Chairman of the Houston Grand Opera Endowment, Inc., the individual or individuals serving in the Office of the General Director, and the Chairs (but not Vice Chairs or Co-Chairs) of all the Standing Committees of the Board of Directors; provided that, at all times, a majority of the members of the Executive Committee shall be members, or ex officio members, of the Board of Directors. The Executive Committee shall exercise all the powers of the Board of Directors in the management of the business of the Association, including the Association's membership in any subsidiary or affiliated non-profit corporation or the Association's stockholding of any business corporation. Form 990, Part VI, Section B, line 11b Management reviews Form 990 and the Audit Committee and Board of Directors receive a copy before filing with the IRS. Form 990, Part VI, Section B, line 12c At the beginning of each fiscal year, each member of the Board and every officer is provided a copy of the conflict of interest statement to complete. Reminders to complete the form are sent as needed and copies of the statement are provided at Board meetings. Form 990, Part VI, Section B, line 15 The Management Evaluation and Development Committee of the Board of Directors determines the compensation of the CEO. The compensation of the executive leadership team, including other officers and key employees, is evaluated annually by the General Director & CEO and the Management Evaluation and Development Committee of the Board of Directors. Form 990, Part VI, Section C, line 19 Upon request. Houston Grand Opera Endowment Inc 510 Preston Houston TX 77002 760038314 Hold, manage Endowment funds for the benefit of HGO TX 501(c)(3) Line 12a, I Houston Grand Opera Association Inc 1 Houston Grand Opera Guild Inc 510 Preston Houston TX 77002 740016764 Provide financial and volunteer support for HGO TX 501(c)(3) Line 10 Houston Grand Opera Association Inc 1 Wortham Center Operating Company 510 Preston Houston TX 77002 760205663 Provide management support services TX 501(c)(3) Line 12a, I 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 Houston Grand Opera Endowment Inc C 4226447 Cash