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Nonprofit · EIN 20-1993530

OPERA COMPANY OF MIDDLEBURY INC

Tax-exempt · MIDDLEBURY, VT 05753

Financials

$233K$306K2020$491K$340K2022$318K$367K2023$259K$326K2024
Revenue Expenses · by fiscal year end
Financials of OPERA COMPANY OF MIDDLEBURY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$259,191$326,260-$67,069$134,367$113,664$20,703
October 31, 2024990$317,657$366,896-$49,239$210,750$67,480$143,270
October 31, 2023990$491,326$339,764$151,562$198,433$7,469$190,964
October 31, 2021990$232,928$306,007-$73,079$43,192$1,201$41,991
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$160,518
Membership dues
$57,529
Program service revenue
$92,254
Investment income
$7,717
Net income from sales of inventory
-$1,298
Other revenue
-$1,298

Expenses

Grants and similar amounts paid
$8,000
Compensation of officers, directors and key employees
$15,567
Other salaries and wages
$67,901
Salaries, compensation and benefits (total)
$90,019
Professional fundraising fees
$0
Legal fees
$2,500
Occupancy
$960
Travel
$15,394
Program services (functional)
$302,849
Management and general (functional)
$18,909
Fundraising (functional)
$4,502

Balance sheet and other

Total assets, start of year
$210,750
Total assets, end of year
$134,367
Total liabilities, end of year
$113,664
Net assets, end of year
$20,703
Net assets without donor restrictions
-$179,674
Net assets with donor restrictions
$200,377
Gross receipts
$262,081
Employees
3
Volunteers
15
Year formed
2004
State of legal domicile
VT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Robin LaPlanteManaging Director end 4/18
Officer
20$10,385
James MalcolmPresident
Trustee or director, Officer
2$0
Richard MarshakVice President
Trustee or director, Officer
2$0
Elizabeth Karnes KeefeSecretary
Trustee or director, Officer
2$0
Michele BrownTreasurer Eff 11/2024
Trustee or director
2$0
Richard IsenbergDirector
Trustee or director
2$0
Gail MillerDirector
Trustee or director
2$0
Catherine ClarkDirector
Trustee or director
2$0
Arlinda WicklandDirector
Trustee or director
2$0
David ClarkDirector
Trustee or director
2$0
Jonathan IshamDirector
Trustee or director
2$0
Wayne HobbsDirector
Trustee or director
2$0
990 for the year ended October 31, 2024: 16 people
NameTitleHours / weekCompensation
Allison SteinmetzAdministrative Director eff 11/2023 end 3/2024
Officer
20$27,750
James MalcolmPresident
Trustee or director, Officer
2$0
Richard MarshakVice President
Trustee or director, Officer
2$0
Elizabeth Karnes KeefeSecretary
Trustee or director, Officer
2$0
Donald DevostTreasurer End 10/2024
Trustee or director, Officer
2$0
Michele BrownTreasurer Eff 11/2024
Trustee or director
2$0
Richard IsenbergDirector
Trustee or director
2$0
Gail MillerDirector
Trustee or director
2$0
Catherine ClarkDirector Eff 3/2024
Trustee or director
2$0
Arlinda WicklandDirector
Trustee or director
2$0
David ClarkDirector
Trustee or director
2$0
Jonathan IshamDirector Eff 12/2023
Trustee or director
2$0
Wayne HobbsDirector Eff 10/2024
Trustee or director
2$0
Jim PughDirector End 10/2024
Trustee or director
2$0
Norma NorlandDirector End 8/2024
Trustee or director
2$0
Robin LaPlanteManaging Director eff 8/2024
Officer
20$0
990 for the year ended October 31, 2023: 11 people
NameTitleHours / weekCompensation
ELIZABETH KARNES KEEFESECRETARY
Trustee or director, Officer
–$0
RICHARD MARSHAKVICE PRESIDE
Trustee or director, Officer
–$0
JAMES MALCOLMPRESIDENT
Trustee or director, Officer
–$0
DONALD DEVOSTTREASURER
Trustee or director, Officer
–$0
MICHELE BROWNDIRECTOR
Trustee or director
–$0
RICHARD ISENBERGDIRECTOR
Trustee or director
–$0
GAIL MILLERDIRECTOR
Trustee or director
–$0
NORMA NORLANDDIRECTOR
Trustee or director
–$0
ARLINDA WICKLANDDIRECTOR
Trustee or director
–$0
DAVID CLARKDIRECTOR
Trustee or director
–$0
JIM PUGHDIRECTOR
Trustee or director
–$0
990 for the year ended October 31, 2021: 11 people
NameTitleHours / weekCompensation
ELIZABETH KARNES KEEFESECRETARY
Trustee or director, Officer
2$0
RICHARD MARSHAKVICE PRESIDE
Trustee or director, Officer
2$0
JAMES MALCOLMPRESIDENT
Trustee or director, Officer
4$0
DONALD DEVOSTTREASURER
Trustee or director, Officer
2$0
DEBORAH ANDERSONDIRECTOR
Trustee or director
1$0
MICHELE BROWNDIRECTOR
Trustee or director
1$0
SARAH CULLINSDIRECTOR
Trustee or director
1$0
RICHARD ISENBERGDIRECTOR
Trustee or director
1$0
GAIL MILLERDIRECTOR
Trustee or director
1$0
NORMA NORLANDDIRECTOR
Trustee or director
1$0
JIM PUGHDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 803, MIDDLEBURY, VT 05753-0803
Principal officer (990 for 2024)
James Malcolm, PO Box 803, Middlebury, VT 05753
Signed the 990
Michele Brown, Treasurer
Phone
(802) 388-6300
Return prepared by
Lifeboat Accounting PLLC

Mission

The mission of the Opera Company of Middlebury (OCM) is to bring professional-level, quality live opera productions and experiences to our region. We also maintain a robust educational program for emerging professionals and teen singers while expanding our broader communities' understanding of opera through outreach programs.

990 for the year ended June 30, 2025

Program accomplishments

  • In 2024 OCM made the decision to change the dates of its fiscal year. This change necessitated a shortened fiscal year, which was from November 2024 to June 2025. The shortened fiscal year resulted in just one mainstage opera production: La Boheme, composed by Giacomo Puccini. La Boheme was staged in June of 2025 to sold-out audiences of over 750 people. OCM's shows use professional singers and professional musicians from across the United States. The chorus of Boheme featured singers from Vermont and New Hampshire and included a children's chorus of six youth, all of whom had to audition to be a part of the production. Tickets are free for opera patrons aged 26 and younger, thanks to a generous donor. 56 young people took advantage of this opportunity for the mainstage production with 21 young people opting to see the Young Artist production (see accomplishment #2).
    Expenses $237,369 · revenue $76,459
  • OCM staged Giacomo Puccini's one-act comic opera Gianni Schicchi on June 13 and 15, 2025. Ten singers who are early in their careers participated in this production. Both shows, numbering 160 tickets, were sold out. The Young Artists Program, as this training and performance program is called, helps to prepare these younger artists for careers as professional singers. In addition to staging Gianni Schicchi, they served as understudies for La Boheme and participated in its chorus. These artists presented a concert of songs by Puccini and Puccini's contemporaries. The Young Artists receive extensive training, coaching by industry professionals, and master classes by directors and agents.
    Expenses $25,922 · grants $8,000 · revenue $11,140
  • An important part of OCM's mission is to expose opera to youth. OCM does this by providing training and performance opportunities for high school youth through three programs: a Fall residency in a local high school to teach the youth about opera and to stage performances of Dido and Aeneas; an afterschool opera scenes program; and a summer program for high school and college students with performances in senior living residences. In the Fall of 2024 the Dido and Aeneas program was held at the three high schools in Addison County, VT: Middlebury Union, Mount Abraham Union, and Vergennes Union. This collaboration resulted in a full-scale opera production with over 140 students on stage for each of the two performances. High school students also received valuable training and experience in backstage roles, as stage managers, props personnel, and in lighting and sound roles. The afterschool opera scenes program gives high school youth one-on-one coaching and the opportunity to learn music of a specific language or from a selected composer. These youth gain skills and knowledge and then gain confidence by performing in front of an audience. A unique program is developed each Fall and Spring. In November 2024 the youth presented "Gilbert and Sullivan: the Podcast" featuring six singers. In April 2025 the youth collaborated with members of the Vermont Youth Orchestra to present "Dear Diary" based on the music of Mozart. Eight singers and 16 musicians participated in this program. Due to the shortened fiscal year, the summer program occurred in FY26, not in FY25.
    Expenses $39,558 · revenue $4,655

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
20-1993530
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$134,367
Income (IRS master file)
$262,081

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$259,191$326,260$134,367IRS
990October 2024$317,657$366,896$210,750XML
990October 2023$491,326$339,764$198,433XML
990October 2022$181,660$204,736$19,207IRS
990October 2021$232,928$306,007$43,192XML
990-EZOctober 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1993530).

Questions about OPERA COMPANY OF MIDDLEBURY INC

What is the EIN of OPERA COMPANY OF MIDDLEBURY INC?
The employer identification number (EIN) of OPERA COMPANY OF MIDDLEBURY INC is 20-1993530.
Is OPERA COMPANY OF MIDDLEBURY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to OPERA COMPANY OF MIDDLEBURY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OPERA COMPANY OF MIDDLEBURY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OPERA COMPANY OF MIDDLEBURY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPERA COMPANY OF MIDDLEBURY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of OPERA COMPANY OF MIDDLEBURY INC?
The 990 for the year ended June 30, 2025 names James Malcolm.
Who are the officers and directors of OPERA COMPANY OF MIDDLEBURY INC?
The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $10,385 (Robin LaPlante, Managing Director end 4/18).
How much revenue does OPERA COMPANY OF MIDDLEBURY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $259,191, expenses of $326,260 and total assets of $134,367 at year end.

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