Civic Intelligence

Opera Lafayette

990 • Fiscal year 2022 • EIN 52-2001426

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 18, 2023

921 Pennsylvania Avenue SEWashington, DC 20003

(202) 546-9332

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.32x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$81,550

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$934,993

Down $48,751 (-5.0%) from 2021

Net Assets

Down

$633,444

Down $246,284 (-28%) from 2021

Liabilities

Up

$301,549

Up $197,533 (+190%) from 2021

Revenue

Up

$1,317,563

Up $291,230 (+28%) from 2021

Expenses

Up

$1,560,065

Up $780,639 (+100%) from 2021

Net Income

Down

-$242,502

Down $489,409 (-198%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $773,238Liabilities 2011: $24,050Net Assets 2011: $749,1882011Assets 2012: $704,390Liabilities 2012: $29,910Net Assets 2012: $674,4802012Assets 2013: $687,150Liabilities 2013: $47,507Net Assets 2013: $639,6432013Assets 2014: $634,849Liabilities 2014: $7,149Net Assets 2014: $627,7002014Assets 2015: $705,189Liabilities 2015: $29,472Net Assets 2015: $675,7172015Assets 2016: $658,494Liabilities 2016: $89,154Net Assets 2016: $569,3402016Assets 2017: $562,073Liabilities 2017: $10,777Net Assets 2017: $551,2962017Assets 2018: $903,434Liabilities 2018: $29,814Net Assets 2018: $873,6202018Assets 2019: $1,012,735Liabilities 2019: $73,882Net Assets 2019: $938,8532019Assets 2020: $653,017Liabilities 2020: $23,640Net Assets 2020: $629,3772020Assets 2021: $983,744Liabilities 2021: $104,016Net Assets 2021: $879,7282021Assets 2022: $934,993Liabilities 2022: $301,549Net Assets 2022: $633,4442022Assets 2023: $696,971Liabilities 2023: $219,185Net Assets 2023: $477,7862023Assets 2024: $399,158Liabilities 2024: $108,431Net Assets 2024: $290,7272024Assets 2025: $724,117Liabilities 2025: $72,554Net Assets 2025: $651,5632025

Highlighted filing

2022

Assets$934,993
Liabilities$301,549
Net Assets$633,444

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $499,6682011Revenue 2012: $627,834Expenses 2012: $702,542Net Income 2012: -$74,7082012Expenses 2013: $824,1972013Revenue 2014: $1,076,541Expenses 2014: $1,088,484Net Income 2014: -$11,9432014Revenue 2015: $1,147,301Expenses 2015: $1,083,984Net Income 2015: $63,3172015Revenue 2016: $1,061,669Expenses 2016: $1,168,046Net Income 2016: -$106,3772016Revenue 2017: $1,115,276Expenses 2017: $1,111,024Net Income 2017: $4,2522017Revenue 2018: $1,299,717Expenses 2018: $954,351Net Income 2018: $345,3662018Revenue 2019: $1,244,460Expenses 2019: $1,179,282Net Income 2019: $65,1782019Revenue 2020: $1,235,818Expenses 2020: $1,545,294Net Income 2020: -$309,4762020Revenue 2021: $1,026,333Expenses 2021: $779,426Net Income 2021: $246,9072021Revenue 2022: $1,317,563Expenses 2022: $1,560,065Net Income 2022: -$242,5022022Revenue 2023: $1,640,465Expenses 2023: $1,796,172Net Income 2023: -$155,7072023Revenue 2024: $1,516,400Expenses 2024: $1,704,224Net Income 2024: -$187,8242024Revenue 2025: $1,682,298Expenses 2025: $1,321,462Net Income 2025: $360,8362025

Highlighted filing

2022

Revenue$1,317,563
Expenses$1,560,065
Net Income-$242,502
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 18, 2023
Return Version
2021v4.2
Gross Receipts
$1,379,188
Mission and Program Overview

Mission

Opera Lafayette seeks to bring fresh interpretations of rediscovered gems and historical masterpieces from the 17th through 19th centuries to modern audiences. We seek to illuminate the contemporary relevance of the works while simultaneously highlighting their original appeal. Central to the company's mission is building a legacy of the timeless repertoire Opera Lafayette brings back to life with period instruments. This is achieved through an extensive discography, mounting revivals, and inspiring a public appreciation for this repertoire through its audience engagement programs for audiences of all ages.

To perform rediscovered gems and historical masterpieces from the 17th, 18th, and 19th centuries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$830,706$616,326▼ $214,380
Pledges and Grants Receivable$100,795$263,149▲ $162,354
Cash and Non-Interest-Bearing Accounts$1,015$10,993▲ $9,978
Prepaid Expenses and Deferred Charges$13,322$7,797▼ $5,525
Accounts Receivable$3,978--
Land, Buildings, and Equipment, Net$718$3,188▲ $2,470
Total Assets$983,744$934,993▼ $48,751
Other Assets Total$33,210$33,540▲ $330
Liabilities
Accounts Payable and Accrued Expenses$34,889$301,549▲ $266,660
Unsecured Notes Loans Payable$69,127--
Total Liabilities$104,016$301,549▲ $197,533
Net Assets / Fund Balance
Net Assets With Donor Restrictions$441,793$345,000▼ $96,793
Net Assets Without Donor Restrictions$437,935$288,444▼ $149,491
Total Net Assets Fund Balance$879,728$633,444▼ $246,284
Total Liabilities and Net Assets / Fund Balance$983,744$934,993▼ $48,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,188$4,584$7,772
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa MionManaging DirectorFT$81,550$81,550
Ryan BrownFounder and Artistic DirectorFT$79,600$79,600
Diana HossackFormer Executive DirectorFT$53,250$53,250

Board Members and Trustees

NameTitle
Dorsey DunnCo-Chair
Nizam KettanehCo-Chair
Adrienne JamiesonVice Chair
Ross AinVice Chair
Annelyse AllenBoard Member
Ashwani RaiputBoard Member
Catia ChapinBoard Member
Cheryl GorelickBoard Member
Ellen McCoyBoard Member
JoAnn WillisBoard Member
Leonard RalstonBoard Member
Pamela HinesBoard Member
Susan LynnerBoard Member
Marife HernandezExecutive Committee Member
Merri MokenExecutive Committee Member
Stephen KitchenSecretary
Parker JayneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,232,439
Program Service Revenue
$79,859
Investment Income
$-783
Other Revenue
$6,048
All Other Contributions
$869,517
Change in Net Assets
$-242,502

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$32,600Fair Market Value (FMV)
Total Noncash Contributions4$32,600-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,317,413
Revenue Not Reported on Financial Statements
$150
Revenue Not Reported on Form 990
$29,190
Total Revenue per Audited Statements
$1,346,603
Total Revenue per Form 990
$1,317,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,100,245
Salaries, Compensation, and Employee Benefits$459,820
Total Fundraising Expense$141,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$432,099$36,712$10,810$479,621
Other Salaries and Wages$105,021$79,579$51,534$236,134
Travel$185,999$1,977$16,712$204,688
Current Officers, Directors, Trustees, and Key Employees$81,605$69,922$36,803$188,330
Office Expenses$40,305$17,024$9,773$67,102
Fees for Services Accounting-$63,533-$63,533
Payroll Taxes$15,878$8,368$2,990$27,236
Occupancy$16,244$8,034$750$25,028
Advertising$20,705$1,841$1,984$24,530
Insurance-$14,537-$14,537
Information Technology-$8,993-$8,993
Other Employee Benefits-$8,120-$8,120
Conferences and Meetings$1,976-$516$2,492
Depreciation Depletion-$1,977-$1,977
Other Expenses$26,337$600$9$609
All Other Expenses-$539-$539
Fees for Service Investment Mgmnt Fees-$150-$150
Total Functional Expenses$1,096,886$322,121$141,058$1,560,065

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,592,887
Total Expenses per Form 990$1,560,065
Expenses per Audited Statements$1,559,915
Expenses Not Reported on Form 990$32,972
Expenses Not Reported on Financial Statements$150
International Activity

International Summary

Offices
0
Employees
2
Spending
$12,160

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaPre-Production PlanningVideo Editing-1$7,000
Europe (Including Iceland & Greenland)Pre-Production PlanningCompiling Repertoire, production meetings and re-scoring parts-1$5,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,993
Fundraising Direct Expenses$29,528
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
An Opera Lafayette Soiree$84,639$33,993$8,754$25,239
Total Events$84,639$33,993$29,528$4,465
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The 990 is distributed to the Finance Committee for review and discussion at this Committee's meetings, then it is distributed to the Board electronically for their review.

Form 990, Part VI, Section B, line 12C

Board members are asked to routinely verify that they are aware of no conflicts of interest.

Form 990, Part VI, Section B, line 15

The Compensation Subcommittee of the Planning Committee meets on an as-needed basis to review key staff compensation issues, obtain comparability data through research of like-kind organizations' Form 990s, and circulate its findings and recommendations to the Planning Committee and then to the Board for adoption of changes in compensation of key staff.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Opera Lafayette
EIN
52-2001426
Phone
2025469332
Address
921 Pennsylvania Avenue SE, Washington, DC 20003

Signing Officer

Name
Parker Jayne
Title
Treasurer
Phone
2025469332
Signed
2023-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dorsey Dunn
Formed
1996
Legal Domicile
Dc
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
0

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Jie Chen CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Production team: Program service expenses 143,366. Management and general expenses 0. Fundraising expenses 3,037. Total expenses 146,403. Performers (Orchestra, Chorus, Solists): Program service expenses 281,607. Management and general expenses 0. Fundraising expenses 7,750. Total expenses 289,357. Payroll service fees: Program service expenses 0. Management and general expenses 7,525. Fundraising expenses 0. Total expenses 7,525. Other professional services: Program service expenses 7,126. Management and general expenses 29,187. Fundraising expenses 23. Total expenses 36,336.

Form 990, Part XII, Line 2C:

The Audit Committee recommends the auditor to the Board for its approval and retention by the Corporation.

Form 990, Part XI, Line 6, Donated Services and Use of Facilities:

During fiscal year 2021, the organization received an in-kind donation of rent in the amount of $4,018, of which $574 was expensed during fiscal year 2021, and $3,444 was expensed during this fiscal year.

Financial Statement Notes

Part III, Line 4:

Opera Lafayette maintains an antique harpsichord donated to the organization during fiscal year 2015. This asset furthers the exempt purpose of the organization. The mission of Opera Lafayette, an American period instrument company, is to bring to modern audiences fresh interpretations of 17th - 19th centuries rediscovered gems and historical masterpieces, illuminating the contemporary relevance of the works together with their original appeal.

Part X, Line 2:

Management has evaluated the Opera's tax positions, and concluded that the Opera's financial statements do not include any uncertain tax positions.

Part XI, Line 2D - Other Adjustments:

Direct fundraising event expenses 29,528.

Part XII, Line 2D - Other Adjustments:

Direct fundraising event expenses 29,528.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Dorsey Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm1Nizam Kettaneh
IRS990/Form990PartVIISectionAGrp/PersonNm2Ross Ain
IRS990/Form990PartVIISectionAGrp/PersonNm3Adrienne Jamieson
IRS990/Form990PartVIISectionAGrp/PersonNm4Parker Jayne
IRS990/Form990PartVIISectionAGrp/PersonNm5Stephen Kitchen
IRS990/Form990PartVIISectionAGrp/PersonNm6Cheryl Gorelick
IRS990/Form990PartVIISectionAGrp/PersonNm7Marife Hernandez
IRS990/Form990PartVIISectionAGrp/PersonNm8Leonard Ralston
IRS990/Form990PartVIISectionAGrp/PersonNm9Catia Chapin
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Lynner
IRS990/Form990PartVIISectionAGrp/PersonNm11Merri Moken
IRS990/Form990PartVIISectionAGrp/PersonNm12JoAnn Willis
IRS990/Form990PartVIISectionAGrp/PersonNm13Annelyse Allen
IRS990/Form990PartVIISectionAGrp/PersonNm14Pamela Hines
IRS990/Form990PartVIISectionAGrp/PersonNm15Ellen McCoy
IRS990/Form990PartVIISectionAGrp/PersonNm16Ashwani Raiput
IRS990/Form990PartVIISectionAGrp/PersonNm17Ryan Brown
IRS990/Form990PartVIISectionAGrp/PersonNm18Lisa Mion
IRS990/Form990PartVIISectionAGrp/PersonNm19Diana Hossack
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Founder and Artistic Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Managing Director
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IRS990/MissionDesc0Opera Lafayette seeks to bring fresh interpretations of rediscovered gems and historical masterpieces from the 17th through 19th centuries to modern audiences. We seek to illuminate the contemporary relevance of the works while simultaneously highlighting their original appeal. Central to the company's mission is building a legacy of the timeless repertoire Opera Lafayette brings back to life with period instruments. This is achieved through an extensive discography, mounting revivals, and inspiring a public appreciation for this repertoire through its audience engagement programs for audiences of all ages.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Community Engagement and Education: Opera Lafayette is committed to inspiring a public appreciation for forgotten repertoire throughaudience engagement programs for people of all ages. During the FY20 season, Opera Lafayette presented performances at such DMV institutions as Bowie Center for the Performing Arts, Bowie High School, The Hill Center, and Stanford in Washington; and at the Carousel of Languages in New York City. We moved our successful Opera Starts with Oh! Series online in the spring of 2020 and created on online adult learning Salon Series to replace performances cancelled due to the pandemic.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Recording Initiative: As part of our ongoing mission to create a legacy of rediscovered works, Opera Lafayette Created a live, filmed version of Beethoven's Leonore (1805) which included a re-imagining of the original version of Florestan's Act 3 aria. We also screened our newly-released 2017 recording of Gauveau's Leonore, Part One of our Leonore Project, at the Avalon Theater in Washington, DC.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.07$0.65$1.68$1.32$0.36
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.11$0.29$1.52$1.70$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.22$0.48$1.64$1.80$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.30$0.63$1.32$1.56$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.10$0.88$1.03$0.78$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$1.24$1.55$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.07$0.94$1.24$1.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$1.30$0.95$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$1.12$1.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.09$0.57$1.06$1.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.03$0.68$1.15$1.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$1.08$1.09$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.05$0.64$0.82
2012Summary only. Only limited summary data is available for this year.$0.70$0.03$0.67$0.63$0.70$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.02$0.75$0.50