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Nonprofiteer
← KENTUCKY OPERA ASSOCIATION INC

Form 990 for tax year 2022

Filed by KENTUCKY OPERA ASSOCIATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 13 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$100,664 changed to $2,935,192
Total expenses
$91,766 changed to $2,611,849
Contributions and grants received
$31,338 changed to $2,581,350
Program service revenue
$1,375 changed to $300,236
Investment income
$67,951 changed to $75,040
Other revenue
$0 changed to -$21,434
Total assets, end of year
$4,722,411 changed to $6,048,772
Total liabilities, end of year
$780,326 changed to $1,209,535
Net assets or fund balances, end of year
$3,942,085 changed to $4,839,237
Program services expenses
$31,102 changed to $1,672,979
Management and general expenses
$52,910 changed to $734,018
Fundraising expenses
$7,754 changed to $204,852
Program service expenses (Part III)
$31,102 changed to $1,672,979

Listed only on the earlier return

  • Anne-Marie Blancquaert DVM
  • David Mateja
  • J Anthony Petrelli
  • Theodore M Shlechter PhD
  • Tracy Davis
  • William A Blodgett Jr

Listed only on the later return

  • Anne-Marie Bruyninckx
  • Tracy E Davis

Listed under a different title

  • Anita M Streeter: CHAIR then TRUSTEE
  • Eric D Scott: TRUSTEE then TREASURER
  • Ernest W Williams: SECRETARY then TRUSTEE
  • Matthew E Hamel: TREASURER/SENIOR VICE CHAI then CHAIR
  • Stephen D Berger: TRUSTEE then SECRETARY
  • Thomas P O'Brien III: TRUSTEE then VICE CHAIR

Totals

Total revenue
$100,664
Total expenses
$91,766
Contributions and grants received
$31,338
Grants paid
$0
Program service revenue
$1,375
Investment income
$67,951
Other revenue
$0
Total assets, end of year
$4,722,411
Total liabilities, end of year
$780,326
Net assets or fund balances, end of year
$3,942,085
Program services expenses (Part IX)
$31,102
Management and general expenses
$52,910
Fundraising expenses
$7,754
Program service expenses (Part III)
$31,102

Program services were 33.9% 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

    $31,338

  • 2a · Program service revenue: TICKET HANDLING FEES

    total $1,375 · related or exempt $1,375

  • 3 · Investment income

    total $12,343 · excluded $12,343

  • 7a · Gross sales of assets other than inventory

    securities $55,608

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

    securities $0

  • 7c · Gain or loss

    securities $55,608

  • 7d · Net gain or loss

    total $55,608 · excluded $55,608

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,795 · program services $5,397 · management and general $2,699 · fundraising $2,699

  • 7 · Other salaries and wages

    total $45,840 · program services $17,737 · management and general $25,968 · fundraising $2,135

  • 9 · Other employee benefits

    total $3,187 · program services $1,850 · management and general $1,074 · fundraising $263

  • 10 · Payroll taxes

    total $4,453 · program services $1,606 · management and general $2,511 · fundraising $336

  • 11c · Fees: accounting

    total $2,700 · management and general $2,700

  • 11g · Fees: other

    total $3,025 · management and general $2,375 · fundraising $650

  • 12 · Advertising and promotion

    total $427 · management and general $427

  • 13 · Office expenses

    total $777 · program services $120 · management and general $657

  • 14 · Information technology

    total $347 · management and general $347

  • 16 · Occupancy

    total $12,331 · program services $2,705 · management and general $9,626

  • 17 · Travel

    total $69 · management and general $42 · fundraising $27

  • 20 · Interest

    total $1,075 · management and general $1,075

  • 22 · Depreciation, depletion and amortization

    total $3,331 · program services $1,687 · fundraising $1,644

  • 24a · Other expenses: PRINTING AND PUBLICATIO

    total $1,776 · management and general $1,776

  • 24b · Other expenses: MISCELLANEOUS

    total $1,633 · management and general $1,633

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $92,620 · end of year $128,025

  • 3 · Pledges and grants receivable

    beginning of year $343,442 · end of year $325,192

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,234 · end of year $80,929

  • 10a · Land, buildings and equipment: cost or other basis

    $427,714

  • 10b · Land, buildings and equipment: accumulated depreciation

    $154,696

  • 10c · Land, buildings and equipment, net

    beginning of year $276,349 · end of year $273,018

  • 11 · Investments: publicly traded securities

    beginning of year $4,188,798 · end of year $3,915,247

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,395 · end of year $97,806

  • 19 · Deferred revenue

    beginning of year $48,996 · end of year $121,158

  • 23 · Secured mortgages and notes payable

    beginning of year $450,000 · end of year $450,000

  • 25 · Other liabilities

    beginning of year $111,362 · end of year $111,362

  • 27 · Net assets without donor restrictions

    beginning of year $247,219 · end of year $185,098

  • 28 · Net assets with donor restrictions

    beginning of year $4,027,471 · end of year $3,756,987

Mission and programs · 2022

Mission

KENTUCKY OPERA ENRICHES AND ENGAGES OUR COMMUNITY THROUGH SPECTACULAR MUSIC, CREATIVE STORYTELLING, AND THE THRILL OF THE HUMAN VOICE

Activities or mission (Part I)

KENTUCKY OPERA PROMOTES A MORE EMPATHETIC AND COMPASSIONATE COMMUNITY WITH STORYTELLING THROUGH OPERA THEATRE AND ITS COMPONENT ART FORMS.

  • AFTER A 2 YEAR HIATUS DUE TO THE PANDEMIC SHUTDOWN ORDERS, KENTUCKY OPERA RESUMED MAINSTAGE PRODUCTIONS ON A REDUCED SCALE WITH INCREASED AUDIENCE AND PRODUCTION SAFETY PRECAUTIONS. OUTDOOR PROGRAMS CONTINUED INTO THE FALL. KENTUCKY OPERA PRODUCED A FULLY STAGED HOLIDAY PROGRAM FEATURING THE LOCAL CHORUS, COMPLETING THE MAINSTAGE SEASON WITH 2 SMALL-SCALE OPERAS. ADDITIONALLY, KENTUCKY OPERA HOSTED THE WORKSHOP FOR THIS LITTLE LIGHT OF MINE, THE STORY OF FANNIE LOU HAMER; THIS NEW WORK WAS CO-COMMISSIONED WITH SANTA FE OPERA. ONLINE PROGRAMMING FOR ADULTS AND CHILDREN CONTINUED.

    Expenses $31,102 · Revenue $1,375

  • KENTUCKY OPERA WAS NOTIFIED THAT THEIR OFFICE BUILDING WAS BEING SOLD BY THE LANDLORD (FUND FOR THE ARTS), AND NEEDED TO LOCATE A NEW FACILITY. KENTUCKY OPERA'S ADMINISTRATIVE OFFICES AND PRODUCTION OPERATIONS MOVED TO 708 MAGAZINE STREET. THIS NEW OPERA CENTER HOUSES A REHEARSAL HALL, CLASSROOMS, COSTUME SHOP, AND PROPS STORAGE, AND WILL ALSO SERVE AS AN ACTIVE CIVIC CENTER WITH ARTISTIC AND EDUCATIONAL PROGRAMMING.

  • KENTUCKY OPERA IS COMMITTED TO CREATING A MORE JUST AND COMPASSIONATE WORLD THROUGH THE ARTS. KENTUCKY OPERA'S BOARD AND STAFF CONTINUES TO INVESTED IN EQUITY TRAINING WITH METRICS AND PLANS TO INCREASE SERVICE TO SPECIFIC, DIVERSE GROUPS OF OUR COMMUNITY. THESE PLANS WILL GUIDE KENTUCKY OPERA AS IT CONTINUES TO BUILD A SENSE OF BELONGING FOR MORE PEOPLE FROM COMMUNITIES NOT HISTORICALLY SERVED THROUGH OPERA.

As filed on the 2022 return.

Listed in Part VII

  • Anita M Streeter

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Henry H Kuehn

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Ernest W Williams

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Matthew E Hamel

    TREASURER/SENIOR VICE CHAI

    Total calculated
    $0
    Hours/week
    2

  • Charles C Barr MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen D Berger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anne-Marie Blancquaert DVM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William A Blodgett Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rolandas T Byrd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Cash

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John J Davis III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tracy Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Benjamin J Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Todd Flowers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Spencer E Harper III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paula Harshaw

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cary Hearn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas James III MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Keisling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Danail Kelisakiev

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kylee Marcy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Mateja

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas P O'Brien III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Anthony Petrelli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Von Purdy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Eric D Scott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Theodore M Shlechter PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Matthew Williams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Barbara Lynn Jamison

    GENERAL DIRECTOR/CEO

    Total calculated
    $0
    Hours/week
    40

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202301359349306345

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