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Nonprofiteer
← AUSTIN LYRIC OPERA ENDOWMENT FUND

Form 990 for tax year 2022

Filed by AUSTIN LYRIC OPERA ENDOWMENT FUND.

Totals

Total revenue
$264,523
Total expenses
$313,245
Contributions and grants received
$32,246
Grants paid
$264,502
Program service revenue
$0
Investment income
$232,277
Other revenue
$0
Total assets, end of year
$9,253,980
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,253,980
Program services expenses (Part IX)
$264,502
Management and general expenses
$48,743
Fundraising expenses
$0
Program service expenses (Part III)
$264,502

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $32,246

  • 3 · Investment income

    total $137,606 · excluded $137,606

  • 7a · Gross sales of assets other than inventory

    securities $94,671

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $94,671

  • 7d · Net gain or loss

    total $94,671 · excluded $94,671

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $264,502 · program services $264,502

  • 11f · Fees: investment management

    total $48,743 · management and general $48,743

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $2,785,745 · end of year $2,812,991

  • 11 · Investments: publicly traded securities

    beginning of year $2,523,963 · end of year $2,911,327

  • 12 · Investments: other securities

    beginning of year $3,677,420 · end of year $3,529,662

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $8,987,128 · end of year $9,253,980

Mission and programs · 2022

Mission

TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATER PERFORMANCES FOR CULTURAL AND EDUCATIONAL ENRICHMENT.

Activities or mission (Part I)

SUPPORT THE VISION, MISSION, AND PURPOSE OF AUSTIN LYRIC OPERA.

  • TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATRE PERFORMANCES FOR THE CULTURAL AND EDUCATIONAL ENRICHMENT.

    Expenses $264,502 · Grants $264,502

As filed on the 2022 return.

Listed in Part VII

  • Jeff Kodosky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stephen Jeffrey

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Polly Barbaro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ernest Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Erspamer

    ALO PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • James Green

    ALO FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Suzanne Tetzlaff

    ALO CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Tom Villalta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349312927

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