2025-03-26T12:10:45-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2023-06-01 346556139 TOLEDO OPERA ASSOCIATION TOLE 4192557464 425 JEFFERSON AVENUE 601 TOLEDO OH 43604 JAMES NORMAN GENERAL DIRECTOR 4192557464 2025-03-20 1 1 JONATHAN RICHARDS P01311831 4197942000 2025-03-20 2023 2025-03-06 01:10:19Z JAMES NORMAN 425 JEFFERSON AVENUE 601 TOLEDO OH 43604 2064785 0 X WWW.TOLEDOOPERA.ORG X 1959 OH THE MISSION OF TOLEDO OPERA IS TO CREATE OPERA EXPERIENCES IN THE THEATER, IN THE CLASSROOM, AND THROUGHOUT OUR COMMUNITY THAT CELEBRATE COMPELLING STORIES, EXPRESSED THROUGH GOLORIOUS MUSIC AND POWERFUL VOICES TO ENGAGE, CONNECT, AND INSPIRE. TOLEDO OPERA'S VISION IS TO BE AN AMBITIOUS CULTURAL LEADER IN THE REGION BY PAIRING STORYTELLING AND ARTISTRY OF THE HIGHEST CALIBER WITH AUTHENTIC COMMUNITY CONNECTIONS. 34 34 45 150 0 0 716264 1255515 267274 334809 101843 114751 15933 -1871 1101314 1703204 0 0 0 0 409716 392970 0 0 119611 1254708 1114753 1664424 1507723 -563110 195481 4013844 4728019 269704 282460 3744140 4445559 X THE MISSION OF TOLEDO OPERA IS TO CREATE OPERA EXPERIENCES IN THE THEATER, IN THE CLASSROOM, AND THROUGHOUT OUR COMMUNITY THAT CELEBRATE COMPELLING STORIES, EXPRESSED THROUGH GOLORIOUS MUSIC AND POWERFUL VOICES TO ENGAGE, CONNECT, AND INSPIRE. TOLEDO OPERA'S VISION IS TO BE AN AMBITIOUS CULTURAL LEADER IN THE REGION BY PAIRING STORYTELLING AND ARTISTRY OF THE HIGHEST CALIBER WITH AUTHENTIC COMMUNITY CONNECTIONS. 0 0 899748 0 274472 IN 2023-2024 TOLEDO OPERA PRODUCED TWO OPERAS AND ONE GOLDEN AGE BROADWAY MUSICAL AS OUR SEASON OFFERINGS HOPING TO EXPAND OUR AUDIENCE REACH. WE OPENED THE SEASON IN OCTOBER 2023 WITH LA CENERENTOLA (CINDERELLA) WHICH TOLEDO OPERA HAD NEVER PRODUCED AND WAS CHILD-FRIENDLY. IN FEBRUARY 2024, WE PRODUCED THE CLASSIC ROMEO AND JULIET. THE SEASON CONCLUDED IN APRIL WITH VERY POPULAR AND EMOTIONAL RAGTIME THE MUSICAL. 76444 0 60337 TOLEDO OPERA SAW INCREASES IN THE NUMBER OF SCHOOLS TAKING ADVANTAGE OF OUR TOURING PROGRAM, OPERA ON WHEELS. WE PERFORMED A REDUCED VERSION OF PIRATES OF PENZANCE IN 60 SCHOOLS IN OUR REGION WHICH RETURNED TO PRE-PANDEMIC LEVELS. 976192 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 98 0 45 1 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X JAMES M NORMAN 4192557464 425 JEFFERSON AVE TOLEDO OH 43604 X BARBARA OOSTRA PRESIDENT 2.00 X X 0 0 0 JOEL GORSKI 1ST VICE PRESIDENT/SECRETARY 2.00 X X 0 0 0 PHILLIP LEE CO-TREASURER 2.00 X X 0 0 0 JENNIFER POIRIER CO-TREASURER 2.00 X X 0 0 0 ALLEN MARKOWICZ IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MARYLOUISE BOWE TRUSTEE 2.00 X 0 0 0 BARBARA BROWN TRUSTEE 2.00 X 0 0 0 MAUREEN BROWN TRUSTEE 2.00 X 0 0 0 ZAHRA APRILI COLLINS TRUSTEE 2.00 X 0 0 0 DENISE COLTURI TRUSTEE 2.00 X 0 0 0 WILLIAM DAVIS TRUSTEE 2.00 X 0 0 0 DAVID ENSTONE TRUSTEE 2.00 X 0 0 0 JOHN FEDDERKE TRUSTEE 2.00 X 0 0 0 JUNE GALVIN TRUSTEE 2.00 X 0 0 0 PETE GERKEN TRUSTEE 2.00 X 0 0 0 JOHN JONES TRUSTEE 2.00 X 0 0 0 ELISABETH JAMES TRUSTEE 2.00 X 0 0 0 AMIR KHAN TRUSTEE 2.00 X 0 0 0 KIM KEARNS TRUSTEE 2.00 X 0 0 0 DOMINIQUE LASH TRUSTEE 2.00 X 0 0 0 WILLIAM MATHIS TRUSTEE 2.00 X 0 0 0 MARCY MCMAHON TRUSTEE 2.00 X 0 0 0 MATTHEW MOORE TRUSTEE 2.00 X 0 0 0 SUSAN HARTMAN-MUSKA TRUSTEE 2.00 X 0 0 0 CINDY NIGGEMYER TRUSTEE 2.00 X 0 0 0 ALLAN RUBIN TRUSTEE 2.00 X 0 0 0 TRINA ROBINSON SECOR TRUSTEE 2.00 X 0 0 0 PATRICE SPITZER TRUSTEE 2.00 X 0 0 0 BLAINE STOUT TRUSTEE 2.00 X 0 0 0 RONALD WELLS TRUSTEE 2.00 X 0 0 0 MARVIN WHITFIELD TRUSTEE 2.00 X 0 0 0 THOMAS WINSTON TRUSTEE 2.00 X 0 0 0 ELIZABETH WOLFE TRUSTEE 2.00 X 0 0 0 HOUSTON YOUNG TRUSTEE 2.00 X 0 0 0 SUZANNE RORICK EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 53164 199901 1002450 1255515 MAIN STAGE TICKET SALE 711190 274472 274472 EDUCATION AND OUTREACH 711190 60337 60337 334809 108727 108727 342948 786 337710 0 5238 786 6024 6024 22000 53164 23871 -1871 -1871 1703204 334809 0 112880 339001 105901 155101 77999 24511 4981 15409 4121 29458 12882 11029 5547 84000 28000 28000 28000 2028 2028 21167 21167 88692 38978 49504 210 62691 17028 44738 925 71173 47061 23906 206 108597 99043 9420 134 84860 82322 2538 19 1 18 10487 10487 9644 9644 11689 1551 8244 1894 PRODUCTION EXPENSES 519816 519816 EDUCATION OUTREACH 15896 15896 MEMBERSHIP DUES AND SUB 11410 2424 8961 25 TAXES AND LICENSES 7656 281 7375 4928 27 4351 550 1507723 976192 411920 119611 80482 44279 101650 102021 14691 276488 2482 4990 71251 22444 32305 48807 3782234 4251434 4013844 4728019 87710 78498 70633 78440 111361 125522 269704 282460 X -158740 -112606 3902880 4558165 3744140 4445559 4013844 4728019 195481 505938 0 X X 0 1 X 1 0 X 855477 776065 912476 716264 1255515 4515797 855477 776065 912476 716264 1255515 4515797 935206 3580591 75628 79969 85819 101843 108727 451986 17664 27064 24750 15933 -1871 83540 5051323 602083 0.70880 0.74220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3961307 0 598736 182540 4377503 4197054 5373 -46227 194893 3961307 4514353 42115 -209521 149893 4197054 3360986 221662 1066623 134918 4514353 3159912 198805 254147 251878 3360986 0.01000 0.99000 0 0 71251 22444 48807 48807 LEASE LIABILITY 25522 LINE OF CREDIT 100000 125522 X 2187189 505938 505938 1681251 21167 786 21953 1703204 1485770 0 1485770 21167 786 21953 1507723 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE ASSOCIATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF FIXED ASSETS 786. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF FIXED ASSETS 786. OPERA GALA 75164 53164 22000 18000 4000 1871 75164 53164 22000 18000 4000 1871 23871 -1871 19TH CENTURY RENEWAL SUZANNE RORICK IS AN OWNER IN 19TH CENTURY RENEWAL 84000 TOLEDO OPERA PAYS 19TH CENTURY RENEWAL FOR SUZANNE'S ROLE AS EXECUTIVE DIRECTOR 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE BOARD MEMBERS AT A BOARD MEETING. IT IS REVIEWED AND MOTIONS TO APPROVE AND A VOTE ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REVIEW AND UPDATE CONFLICT OF INTEREST POLICY AT THE ANNUAL TRUSTEE MEETING IN JUNE. FORM 990, PART VI, SECTION B, LINE 15A THE INDEPENDENT BOARD OF TRUSTEES DETERMINED THE INITIAL COMPENSATION OF THE EXECUTIVE DIRECTOR IN 2011 BY COMPARING SIMILAR POSITIONS IN THE TOLEDO AREA. THE BOARD FINANCE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE GENERAL DIRECTOR'S PERFORMANACE AND COMPENSATION FOR THE POSITION. THE BOARD APPROVAL OF THE GENERAL DIRECTOR'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.