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Nonprofiteer
← PORTLAND OPERA ASSOCIATION INC

Form 990 for tax year 2024

Filed by PORTLAND OPERA ASSOCIATION INC.

Totals

Total revenue
$2,096,616
Total expenses
$7,721,651
Contributions and grants received
$1,269,995
Grants paid
$0
Program service revenue
$483,556
Investment income
$294,954
Other revenue
$48,111
Total assets, end of year
$11,196,828
Total liabilities, end of year
$6,251,803
Net assets or fund balances, end of year
$4,945,025
Program services expenses (Part IX)
$5,718,792
Management and general expenses
$1,253,586
Fundraising expenses
$749,273
Program service expenses (Part III)
$5,718,792

Program services were 74.1% 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.

  • 1e · Government grants (contributions)

    $159,058

  • 1f · All other contributions, gifts and grants

    $1,110,937

  • 1g · Noncash contributions included above

    $29,904

  • 2a · Program service revenue: TICKET SALES

    total $398,388 · related or exempt $398,388

  • 2b · Program service revenue: FACILITY RENTAL

    total $35,394 · related or exempt $35,394

  • 2c · Program service revenue: SCENERY RENTAL

    total $29,607 · related or exempt $29,607

  • 2d · Program service revenue: PERFORMANCE FEE

    total $20,167 · related or exempt $20,167

  • 3 · Investment income

    total $294,954 · excluded $294,954

  • 11a · Other revenue: MISC INCOME

    total $48,111 · excluded $48,111

  • 11e · Other revenue, total

    $48,111

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $265,699 · program services $211,929 · management and general $40,466 · fundraising $13,304

  • 7 · Other salaries and wages

    total $3,787,975 · program services $3,021,379 · management and general $576,906 · fundraising $189,690

  • 8 · Pension plan contributions

    total $46,778 · program services $37,311 · management and general $7,124 · fundraising $2,343

  • 9 · Other employee benefits

    total $363,381 · program services $289,841 · management and general $55,343 · fundraising $18,197

  • 10 · Payroll taxes

    total $315,280 · program services $251,475 · management and general $48,017 · fundraising $15,788

  • 11b · Fees: legal

    total $107,327 · program services $243 · management and general $106,609 · fundraising $475

  • 11c · Fees: accounting

    total $52,532 · management and general $52,532

  • 11g · Fees: other

    total $43,902 · program services $459 · management and general $23,201 · fundraising $20,242

  • 12 · Advertising and promotion

    total $219,335 · program services $219,335

  • 13 · Office expenses

    total $353,119 · program services $175,214 · management and general $156,077 · fundraising $21,828

  • 16 · Occupancy

    total $258,421 · program services $258,421

  • 17 · Travel

    total $424,085 · program services $359,903 · management and general $62,439 · fundraising $1,743

  • 19 · Conferences, conventions and meetings

    total $468,348 · program services $11,902 · management and general $9,224 · fundraising $447,222

  • 20 · Interest

    total $32,995 · management and general $32,995

  • 22 · Depreciation, depletion and amortization

    total $14,561 · management and general $14,561

  • 23 · Insurance

    total $74,075 · program services $48,852 · management and general $25,223

  • 24a · Other expenses: PERFORMANCE COSTS

    total $866,338 · program services $832,465 · management and general $17,597 · fundraising $16,276

  • 24e · All other expenses

    total $27,500 · program services $63 · management and general $25,272 · fundraising $2,165

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,380 · end of year $6,864

  • 2 · Savings and temporary cash investments

    beginning of year $218,733 · end of year $3,464,101

  • 3 · Pledges and grants receivable

    beginning of year $1,095,697 · end of year $140,620

  • 4 · Accounts receivable

    beginning of year $12,485 · end of year $4,918

  • 9 · Prepaid expenses and deferred charges

    beginning of year $204,289 · end of year $343,823

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

    $2,848,623

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

    $2,451,059

  • 10c · Land, buildings and equipment, net

    beginning of year $361,564 · end of year $397,564

  • 12 · Investments: other securities

    beginning of year $2,752,885 · end of year $3,416,740

  • 15 · Other assets

    beginning of year $12,512,687 · end of year $3,422,198

  • 17 · Accounts payable and accrued expenses

    beginning of year $185,574 · end of year $559,397

  • 19 · Deferred revenue

    beginning of year $54,333 · end of year $96,200

  • 23 · Secured mortgages and notes payable

    beginning of year $2,009,348

  • 24 · Unsecured notes and loans payable

    beginning of year $991,433

  • 25 · Other liabilities

    beginning of year $4,079,827 · end of year $5,596,206

  • 27 · Net assets without donor restrictions

    beginning of year $9,727,724 · end of year $4,766,544

  • 28 · Net assets with donor restrictions

    beginning of year $178,481 · end of year $178,481

Mission and programs · 2024

Mission

WE GATHER AND INSPIRE AUDIENCES, ARTISTS, AND COLLABORATORS TO CREATE SHARED OPERA EXPERIENCES THAT ENLIVEN AND CONNECT US ALL, ENHANCING THE CULTURAL LANDSCAPE OF THE BEAUTIFUL PACIFIC NORTHWEST.

  • EXECUTED A SUCCESSFUL SEASON OF FOUR PRODUCTIONS WHILE MOVING THE COMPANY OUT OF A LONG-TERM ARTISTIC HOME WITH A SQUARE FOOTAGE IN EXCESS OF 30,000 SQUARE FEET AND FINALLY LANDING IN AN ARTISTIC HOME WITH A SQUARE FOOTAGE OF 16,000 SQUARE FEET. DURING THIS TRANSITORY PHASE, PORTLAND OPERA REHEARSED AND PERFORMED IN SEVEN DIFFERENT VENUES, FIVE OF WHICH WERE NEW TO THE OPERA. SOLD OUT ALL FOUR PERFORMANCES OF THE SHINING, AND ADDED A THIRD PERFORMANCE OF SHIZUE: AN AMERICAN STORY AFTER THE FIRST TWO SHOWS SOLD OUT WELL IN ADVANCE. CONTINUED PROGRAMMING THROUGH PORTLAND OPERA TO GO (POGO), PORTLAND OPERA RESIDENT ARTISTS (PORA), AND OPERA A LA CART, EXPANDING ACCESS TO OPERA THROUGH SCHOOL-BASED PERFORMANCES, PROFESSIONAL ARTIST TRAINING, AND FREE COMMUNITY PERFORMANCES IN PUBLIC SPACES.

    Expenses $5,718,792 · Revenue $483,556

As filed on the 2024 return.

Listed in Part VII

  • Carole Morse

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5 + 0.5 related

  • Kregg Arnston

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5 + 0.5 related

  • Jamey Hampton

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5 + 0.5 related

  • Gregory Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5 + 0.5 related

  • Larry Roper

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 0.5 related

  • Katherine De La Forest

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Hugh Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Christine Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Carol Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Nichole Anglin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Susan Dixon

    GENERAL DIRECTOR

    Total calculated
    $186,014
    From this org
    $170,343
    From related orgs
    $0
    Other
    $15,671
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $170,343
    Bonus
    $0
    Other
    $0
    Deferred
    $4,925
    Nontaxable benefits
    $10,746
    Filer's total
    $186,014

  • Melissa Buxton

    CFO

    Total calculated
    $81,923
    From this org
    $81,923
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Anna Labykina

    DIRECTOR OF PRODUCTION

    Total calculated
    $134,273
    From this org
    $127,275
    From related orgs
    $0
    Other
    $6,998
    Hours/week
    40

  • Alfrelynn Roberts

    ARTISTIC DIRECTOR

    Total calculated
    $124,776
    From this org
    $117,860
    From related orgs
    $0
    Other
    $6,916
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations 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.

  • PORTLAND THEATER PRODUCTIONS

    501(C)(3) · PROMOTE AND DEVELOP COMMUNITY EDUCATION AND UNDERSTANDING OF DRAMATIC MUSICA · OR

    Directly controlled by PORTLAND OPERA ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202601359349308135

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