Civic Intelligence

Austin Lyric Opera Endowment Fund

EIN 74-2744864 • 501(c)3 • Austin, TX

Profile

To assist austin lyric opera ("alo") in providing austin and the greater central texas community with the production of operatic and music theater performances for cultural and educational enrichment.

3009 Industrial Terrace No 100Austin, TX 78758

www.austinlyricopera.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.04x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

31st percentile

-2.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$9,820,759

Up $566,779 (+6.1%) from 2023

Liabilities

Up

$15,000

Up $15,000 from 2023

Net Assets

Up

$9,805,759

Up $551,779 (+6.0%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin31st percentile

Revenue

Up

$340,844

Up $76,321 (+29%) from 2023

Expenses

Up

$348,795

Up $35,550 (+11%) from 2023

Net Income

Up

-$7,951

Up $40,771 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,391,512Liabilities 2010: $0Net Assets 2010: $3,391,5122010Assets 2011: $3,111,029Liabilities 2011: $0Net Assets 2011: $3,111,0292011Assets 2012: $2,839,844Liabilities 2012: $0Net Assets 2012: $2,839,8442012Assets 2013: $2,852,944Liabilities 2013: $0Net Assets 2013: $2,852,9442013Assets 2014: $3,166,073Liabilities 2014: $0Net Assets 2014: $3,166,0732014Assets 2015: $2,927,338Liabilities 2015: $0Net Assets 2015: $2,927,3382015Assets 2016: $2,817,800Liabilities 2016: $0Net Assets 2016: $2,817,8002016Assets 2017: $4,112,103Liabilities 2017: $0Net Assets 2017: $4,112,1032017Assets 2018: $4,203,679Liabilities 2018: $0Net Assets 2018: $4,203,6792018Assets 2019: $5,331,031Liabilities 2019: $0Net Assets 2019: $5,331,0312019Assets 2020: $5,515,714Liabilities 2020: $0Net Assets 2020: $5,515,7142020Assets 2021: $7,326,360Liabilities 2021: $0Net Assets 2021: $7,326,3602021Assets 2022: $8,987,128Liabilities 2022: $0Net Assets 2022: $8,987,1282022Assets 2023: $9,253,980Liabilities 2023: $0Net Assets 2023: $9,253,9802023Assets 2024: $9,820,759Liabilities 2024: $15,000Net Assets 2024: $9,805,7592024

Highlighted filing

2024

Assets$9,820,759
Liabilities$15,000
Net Assets$9,805,759
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $106,7522010Expenses 2011: $141,8932011Expenses 2012: $600,2532012Revenue 2013: -$1,503Expenses 2013: $11,637Net Income 2013: -$13,1402013Revenue 2014: $253,674Expenses 2014: $129,632Net Income 2014: $124,0422014Revenue 2015: $158,911Expenses 2015: $130,009Net Income 2015: $28,9022015Revenue 2016: -$1,419Expenses 2016: $136,889Net Income 2016: -$138,3082016Revenue 2017: $1,306,276Expenses 2017: $114,859Net Income 2017: $1,191,4172017Revenue 2018: $140,554Expenses 2018: $168,588Net Income 2018: -$28,0342018Revenue 2019: $1,144,648Expenses 2019: $192,676Net Income 2019: $951,9722019Revenue 2020: $588,464Expenses 2020: $227,647Net Income 2020: $360,8172020Revenue 2021: $441,083Expenses 2021: $258,540Net Income 2021: $182,5432021Revenue 2022: $2,986,866Expenses 2022: $334,937Net Income 2022: $2,651,9292022Revenue 2023: $264,523Expenses 2023: $313,245Net Income 2023: -$48,7222023Revenue 2024: $340,844Expenses 2024: $348,795Net Income 2024: -$7,9512024

Highlighted filing

2024

Revenue$340,844
Expenses$348,795
Net Income-$7,951
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,820,759
Liabilities
$15,000
Net assets
$9,805,759
Revenue
$340,844
Expenses
$348,795
Net income
-$7,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$0.02$9.81$0.34$0.35$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$0.00$9.25$0.26$0.31$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.99$0.00$8.99$2.99$0.33$2.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.00$7.33$0.44$0.26$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.59$0.23$0.36
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$1.14$0.19$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.14$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$1.31$0.11$1.19
2016Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.00$0.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.16$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.25$0.13$0.12
2013Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.00$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.00$2.84$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$0.11
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.2
Gross Receipts
$441,083
Mission and Program Overview

Mission

To assist austin lyric opera ("alo") in providing austin and the greater central texas community with the production of operatic and music theater performances for cultural and educational enrichment.

Support the vision, mission, and purpose of austin lyric opera.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,386,285$4,074,159▲ $1,687,874
Investments in Publicly Traded Securities$3,099,429$3,227,201▲ $127,772
Pledges and Grants Receivable$30,000$25,000▼ $5,000
Total Assets$5,515,714$7,326,360▲ $1,810,646
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,832,744$7,326,360▲ $1,493,616
Net Assets Without Donor Restrictions$-317,030$0▲ $317,030
Total Net Assets Fund Balance$5,515,714$7,326,360▲ $1,810,646
Total Liabilities and Net Assets / Fund Balance$5,515,714$7,326,360▲ $1,810,646

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$708,232--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,515,714$250,250▲ $1,818,936-$7,326,360
2019$5,331,031$500,063▼ $87,733-$5,515,714
2018$4,203,679$1,010,660▲ $309,368-$5,331,031
2017$4,112,103$2,292▲ $257,872-$4,203,679
2016$2,817,800$1,059,635▲ $349,527-$4,112,103
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleOtherTotal
Eva KuhlmanDirector of Finance$102,539$102,539

Board Members and Trustees

NameTitle
Jeff KodoskyAlo Chairman
Stephen JeffreyChair
James GreenFinance & Audit Chair
Mike ErspamerAlo President
Ernest ButlerDirector
Polly BarbaroDirector
Suzanne TetzlaffDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$250,250
Program Service Revenue
$0
Investment Income
$190,833
Other Revenue
$0
All Other Contributions
$250,250
Change in Net Assets
$182,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$208,757
Other Expenses$49,783
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$208,757--$208,757
Fees for Service Investment Mgmnt Fees-$49,783-$49,783
Total Functional Expenses$208,757$49,783$0$258,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Austin Lyric OperaAustin, TX501(c)(3)Grant for Facility and Program Expenses$208,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Investment management duties were delegated to fiducient advisors (formerly dimeo schneider) by the board as authorized under the bylaws of the organization.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committee meetings other than board meetings.”

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

“The form 990 is reviewed by austin lyric opera's director of finance, the vice president of the finance committee, the internal auditor, and the endowment fund board chair before being filed with the irs.”

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

“Signature/acceptance of the policy is collected annually.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Austin Lyric Opera Endowment Fund
EIN
74-2744864
Phone
5124725992
Address
3009 INDUSTRIAL TERRACE NO 100, AUSTIN, TX 78758

Signing Officer

Name
Stephen Jeffrey
Title
Chairman
Phone
5124725992
Signed
2022-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Jeffrey
Formed
1995
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Nicole Oeltjen
Phone
5123462086
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

“The audit, review, and compilation of financial statements is performed in conjunction with the same activities for the austin lyric opera (alo). Alo's finance committee is responsible. The policy has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The opera has adopted fasb asc 740-10, accounting for uncertainty in income tax. This standard prescribes a minimum recognition threshold and measurement methodology that a tax position taken or expected to be taken in a tax return is required to meet before being recognized in financial statements. It also provides guidance for de-recognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. The tax returns for the years ended june 30, 2018, and after are open to examination by federal and local authorities.”

Raw XML AppendixShowing 400 of 456 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT THE VISION, MISSION, AND PURPOSE OF AUSTIN LYRIC OPERA.
IRS990/AllOtherContributionsAmt0250250
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EVA KUHLMAN
IRS990/BooksInCareOfDetail/PhoneNum05124725992
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03009 INDUSTRIAL TERRACE NO 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078758
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0250250
IRS990/CYGrantsAndSimilarPaidAmt0208757
IRS990/CYInvestmentIncomeAmt0190833
IRS990/CYOtherExpensesAmt049783
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0182543
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0258540
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0441083
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATRE PERFORMANCES FOR THE CULTURAL AND EDUCATIONAL ENRICHMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05832744
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt07326360
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0208757
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt049783
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt049783
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710287
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF KODOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN JEFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm2POLLY BARBARO
IRS990/Form990PartVIISectionAGrp/PersonNm3ERNEST BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE ERSPAMER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm6SUZANNE TETZLAFF
IRS990/Form990PartVIISectionAGrp/PersonNm7EVA KUHLMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt792252
IRS990/Form990PartVIISectionAGrp/TitleTxt0ALO CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALO PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE & AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt081746
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0208757
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0208757
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0208757
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt081746
IRS990/GrossReceiptsAmt0441083
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0109087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109087
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02386285
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04074159
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03099429
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03227201
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATER PERFORMANCES FOR CULTURAL AND EDUCATIONAL ENRICHMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05515714
IRS990/NetAssetsOrFundBalancesEOYAmt07326360
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081746
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081746
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01628103
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-317030
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN JEFFREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500063
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0180019
IRS990/PYInvestmentIncomeAmt088401
IRS990/PYOtherExpensesAmt047628
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0360817
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0227647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0588464
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0182543
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742390496
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0208757
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AUSTIN LYRIC OPERA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0208757
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt049783
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05515714
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0250250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07326360
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0208757
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01818936
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt047628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05331031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500063
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05515714
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0180019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt043428
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04203679
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01010660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05331031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0149248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0309368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt041641
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04112103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02292
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04203679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0126947
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0257872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt036083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02817800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01059635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04112103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt078776
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0349527
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01964066
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1547602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2394273
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3459986
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4708232
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SAGE INTERMEDIATE FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD INSTITUTIONAL INDEX INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DODGE & COX INTERNATIONAL STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TORTOISE MIDSTREAM MLP SMA
IRS990ScheduleD/OtherSecuritiesGrp/Desc4DIRECT HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE OPERA HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THIS STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2018, AND AFTER ARE OPEN TO EXAMINATION BY FEDERAL AND LOCAL AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04074159
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0208757
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT FOR FACILITY AND PROGRAM EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUSTIN LYRIC OPERA
IRS990ScheduleI/RecipientTable/RecipientEIN0742390496
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03009 INDUSTRIAL TERRACE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078758
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT DUTIES WERE DELEGATED TO FIDUCIENT ADVISORS (FORMERLY DIMEO SCHNEIDER) BY THE BOARD AS AUTHORIZED UNDER THE BYLAWS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEE MEETINGS OTHER THAN BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY AUSTIN LYRIC OPERA'S DIRECTOR OF FINANCE, THE VICE PRESIDENT OF THE FINANCE COMMITTEE, THE INTERNAL AUDITOR, AND THE ENDOWMENT FUND BOARD CHAIR BEFORE BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SIGNATURE/ACCEPTANCE OF THE POLICY IS COLLECTED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AUDIT, REVIEW, AND COMPILATION OF FINANCIAL STATEMENTS IS PERFORMED IN CONJUNCTION WITH THE SAME ACTIVITIES FOR THE AUSTIN LYRIC OPERA (ALO). ALO'S FINANCE COMMITTEE IS RESPONSIBLE. THE POLICY HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C EXPLANATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AUSTIN LYRIC OPERA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742390496
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE OPERATIC PERFORMANCE AND EDUCATIONAL PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03009 INDUSTRIAL TERRACE STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078758
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0208757
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AUSTIN LYRIC OPERA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05515714
IRS990/TotalAssetsEOYAmt07326360
IRS990/TotalAssetsGrp/BOYAmt05515714
IRS990/TotalAssetsGrp/EOYAmt07326360
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0250250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049783
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208757
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258540
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05515714
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07326360

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