2024-02-06T10:13:36-05:00 2023-06-30 522212837 GREENE FINNEY CAULEY LLP 908 N MAIN ST ANDERSON SC 29621 990 2022-07-01 570964360 NEWBERRY OPERA HOUSE FOUNDATION INC NEWB 8032766264 1201 MCKIBBEN STREET NEWBERRY SC 29108 STEVE WILSON TREASURER 8032766264 2024-02-05 true STEVE WILSON 999009999 false CHRISTOPHER S CAULEY P00534004 8642258713 2024-02-05 2022 2023-04-26 12:10:37Z THE NEWBERRY OPERA HOUSE JACK SHIELDS 1201 MCKIBBEN STREET NEWBERRY SC 29108 2340462 false X WWW.NEWBERRYOPERAHOUSE.COM X 1992 SC THE NEWBERRY OPERA HOUSE STRIVES TO ENHANCE THE CULTURAL AND ECONOMIC DEVELOPMENT OF NEWBERRY AND THE MIDLANDS THROUGH THE WINDOW OF THE ARTS. 17 17 25 118 0 2388872 1098121 1199434 1098778 23991 20660 61203 68772 3673500 2286331 0 0 425559 760053 0 215890 1595241 1759641 2020800 2519694 1652700 -233363 5917873 5729693 210362 283232 5707511 5446461 THE NEWBERRY OPERA HOUSE STRIVES TO ENHANCE THE ECONOMIC AND CULTURAL DEVELOPMENT OF NEWBERRY AND THE MIDLANDS OF SC, FOSTERING A SENSE OF COMMUNITY ENGAGEMENT WHERE THE ARTS ARE ACCESSIBLE TO ALL. false false 1665112 1141732 THE NEWBERRY OPERA HOUSE PRESENTS APPROXIMATELY 150 PERFORMANCES ANNUALLY THAT INCLUDE THEATRE, DANCE, MUSIC, AND FAMILY FAVORITES FOR ALL AGES. 1665112 true true false false false false false false true true true false false true false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 2 0 true 25 true false false false false false false false false false false false false X 17 17 false false true false false true true true true false false false true true true true true true false false SC X X ANNE SMITH 8032766264 1201 MCKIBBEN STREET NEWBERRY SC 29108 MATT DEWITT DIRECTOR 2.00 37.50 X 0 153160 40765 ANNE SMITH EXECUTIVE DI 40.00 X 119696 0 227 FOSTER SENN DIRECTOR 2.00 20.00 X 0 13290 17007 JACK SHIELDS CHAIR 4.00 X X 0 0 0 SUSAN HAZEL WESSINGER VICE CHAIR 4.00 X X 0 0 0 STEVE WILSON TREASURER 4.00 X X 0 0 0 TOM POPE ESQ SECRETARY 4.00 X X 0 0 0 KEITH AVERY DIRECTOR 2.00 X 0 0 0 MATTIE DILLION DIRECTOR 2.00 X 0 0 0 CANDACE FRICK DIRECTOR 2.00 X 0 0 0 BETH HIPP DIRECTOR 2.00 X 0 0 0 ROBERT MATHESON DIRECTOR 2.00 X 0 0 0 JOE MCDONALD DIRECTOR 2.00 X 0 0 0 RICH MITCHELL DIRECTOR 2.00 X 0 0 0 ALVIN PRESSLEY DIRECTOR 2.00 X 0 0 0 LIZ RIVERA DIRECTOR 2.00 X 0 0 0 DR MAURICE WILLIAM SCHERRENS DIRECTOR 2.00 X 0 0 0 DR PEGGY WINDER DIRECTOR 2.00 X 0 0 0 119696 166450 57999 1 false true false 371864 170464 555793 5000 1098121 PRODUCTION REVENUE 711190 1092801 1092801 FACILITY USAGE 531120 5977 5977 1098778 19628 19628 19163 19163 6655 6655 6655 6655 30656 29624 1032 1032 1032 67461 24507 42954 42954 2286331 1141732 46478 X 122100 24420 61050 36630 563030 318144 199299 45587 35678 17839 13558 4281 39245 19623 14913 4709 6953 6953 26889 26889 1159 1159 958385 873167 9986 75232 199489 39898 159591 21482 9398 5431 6653 63043 56739 6304 12958 12958 197330 118814 61094 17422 31974 31782 173 19 7668 7668 92107 69080 23027 37967 3797 32272 1898 EQUIPMENT RENTAL/MAINT. 25540 20432 3831 1277 SUPPLIES 20602 9271 7211 4120 DUES AND SUBSCRIPTIONS 4554 4554 51541 39750 33 11758 2519694 1665112 638692 215890 64914 57927 1816265 749121 19350 99373 2426 2309 23191 138393 3458538 1602809 1890638 1855729 469014 1255121 47700 52345 1584375 1519375 5917873 5729693 18524 46830 191838 236402 210362 283232 X 3692523 3481118 2014988 1965343 5707511 5446461 5917873 5729693 X -233363 40105 -65000 -2792 X false true X true false X 815079 906932 1057395 2737103 1098121 6614630 65000 65000 65000 1649375 1844375 880079 971932 1122395 4386478 1098121 8459005 8459005 31380 16145 13727 23580 45446 130278 5878 82717 12 88607 8677890 5676760 0.97480 0.98710 X PART II, LINE 10 88,607 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 2787 15841 15551 3077 false 240572 250000 13815 504387 245003 25000 -29428 240572 205000 40000 3 245003 200000 5000 205000 200000 200000 0.55430 0.44570 false false 2755916 1088084 1667832 525307 390463 134844 172939 119886 53053 4376 4376 1855729 DONATED FACILITY USE FROM CITY 1519375 1519375 2420193 40105 69250 109355 2310838 -24507 -24507 2286331 2678451 134250 24507 158757 2519694 2519694 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE FOUNDATION HAS AN ECONOMIC INTEREST IN THE NEWBERRY OPERA HOUSE GUILD (THE GUILD), IN THAT THE GUILD RAISES FUNDS SOLELY FOR THE BENEFIT OF THE FOUNDATION. THE FOUNDATION DOES NOT HAVE CONTROL OVER THE GUILD. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION HAS TWO TRADITIONAL ENDOWMENTS AND A BOARD DESIGNATED ENDOWMENT FUND. ENDOWMENT FUNDS, ONCE AVAILABLE, CAN BE USED FOR OPERATIONS AND FOR FOUNDATION PURPOSES AS THE BOARD DEEMS APPROPRIATE. SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF MERCHANDISE AND CONCESSION SALES -24,507 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF MERCHANDISE AND CONCESSION SALES 24,507 X X false false false false false false false false false MATT DEWITT DIRECTOR 153160 26708 14057 193925 SCHEDULE J, PART III THE BYLAWS PROVIDE THAT TWO EMPLOYEES OF THE CITY, THE MAYOR AND THE CITY MANAGER (OR THEIR APPOINTEE), SERVE ON THE BOARD OF DIRECTORS. PAYMENTS FROM RELATED ORGANIZATIONS LISTED IN PART VII AND SCHEDULE J RELATE SOLELY TO COMPENSATION PERFORMED BY THESE INDIVIDUALS AS EMPLOYEES OF THE CITY OF NEWBERRY. AS SUCH, THEIR COMPENSATION IS DETERMINED AND APPROVED BY THE CITY. BOARD MEMBERS DO NOT RECEIVE COMPENSATION RELATED TO THEIR SERVICE ON THE BOARD. FORM 990, PAGE 6, PART VI, LINE 1A THE BYLAWS OF THE FOUNDATION PROVIDE FOR AN EXECUTIVE COMMITTEE THAT CAN MEET BETWEEN REGULARLY SCHEDULED MEETINGS IN RESPONSE TO AN EMERGENCY, FACILITIES MAINTENANCE, OR MATTER OF IMMINENT CONCERN. ACTION TAKEN AS A RESULT OF THE MEETING MUST BE MADE AVAILABLE TO THE BOARD AT LARGE WITHIN ONE WEEK OF ITS OCCURRENCE AND MUST INCLUDE AN ACCOUNTING OF BOTH THE PROBLEM AND ACTIONS TAKEN TO RESOLVE THAT ISSUE. THE EXECUTIVE COMMITTEE INCLUDES THE EXECUTIVE DIRECTOR, THE CHAIR OF THE BOARD, THE VICE-CHAIR OF THE BOARD, THE SECRETARY, TREASURER, AND TWO OTHER DIRECTORS AS CHOSEN BY THE CHAIRMAN. FORM 990, PAGE 6, PART VI, LINE 4 THE BYLAWS WERE REVISED TO INCLUDE THE EXECUTIVE DIRECTOR POSITION AS A FOUNDATION EMPLOYEE RATHER THAN A CITY OF NEWBERRY EMPLOYEE. FORM 990, PAGE 6, PART VI, LINE 7A WHILE THE GOVERNANCE COMMITTEE OF THE BOARD NOMINATES DIRECTORS, THEY MUST BE PRESENTED TO THE CITY COUNCIL OF THE CITY OF NEWBERRY FOR ELECTION. FORM 990, PAGE 6, PART VI, LINE 7B PRIOR TO MAKING AMENDMENTS TO THE BYLAWS, PROPOSED CHANGES MUST BE SUBMITTED FOR APPROVAL AND APPROVED BY THE CITY COUNCIL OF THE CITY OF NEWBERRY. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REQUIRES EACH MEMBER OF THE BOARD TO DISCLOSE ANY RELATIONSHIP THAT MIGHT CREATE A CONFLICT OF INTEREST. POTENTIAL CONFLICTS MUST BE REVIEWED BY THE BOARD. INDIVIDUALS WITH A CONFLICT ARE NOT PERMITTED TO VOTE ON A TRANSACTION WHERE A CONFLICT EXISTS. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND APPROVED AS A COMPONENT OF THE NEW YEAR'S OPERATING BUDGET. THE ORGANIZATION USES THE LHAT (LEAGUE OF HISTORICAL THEATERS) SALARY SURVEY AS PART OF THE COMPENSATION SETTING PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND THE AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 11G ARTISTS 872,198 0 0 CONTRACT LABOR 969 736 232 CONSULTING FEES 0 9,250 75,000 TOTAL 873,167 9,986 75,232 FORM 990, PART XI, LINE 9 PRIOR PERIOD ADJUSTMENT -2,792 CITY OF NEWBERRY PO BOX 538 NEWBERRY SC 29108 576000240 GOVERNMENT SC 115 N/A false false false true false false false false false false false true false false true true true false true false CITY OF NEWBERRY C 371864 ACTUAL COST CITY OF NEWBERRY R 51029 ACTUAL COST