SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-10
- IRS object ID
- 202641619349300224
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T16:16:45-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940836240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO OPERA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4155653295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW SHILVOCK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155653295 | PhoneNum |
| Signature | 2026-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2026-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW SHILVOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,306,641 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFOPERA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OF THE MOST IMPORTANT OPERATIC ORGANIZATIONS IN THE UNITED STATES. GREAT SINGING, OUTSTANDING CONDUCTING AND PRODUCTIONS SENSITIVE TO THE MUSIC ARE CORE VALUES OF THE OPERA. THE OPERA PERPETUATES ITS LEGACY THROUGH THE TRAINING OF YOUNG ARTISTS, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 71 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 70 | VotingMembersIndependentCnt |
| Total Employee | 941 | TotalEmployeeCnt |
| Total Volunteers | 424 | TotalVolunteersCnt |
| Total Gross UBI | -$493,221 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,422,826 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,977,065 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,804,744 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,161,213 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,374,594 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,561,725 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$703,897 | PYOtherRevenueAmt |
| CY Other Revenue | -$896,640 | CYOtherRevenueAmt |
| PY Total Revenue | $103,898,267 | PYTotalRevenueAmt |
| CY Total Revenue | $82,803,363 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,313,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,825,398 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $202,252 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $204,367 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,396,210 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,845,034 | PYOtherExpensesAmt |
| CY Other Expenses | $23,046,192 | CYOtherExpensesAmt |
| PY Total Expenses | $93,360,982 | PYTotalExpensesAmt |
| CY Total Expenses | $89,075,957 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,537,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,272,594 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $362,293,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,835,575 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,051,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,020,687 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $329,241,242 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $329,814,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE BELIEVE OPERA IS A UNIQUELY COMPELLING, ENTERTAINING AND EMOTIONALLY THRILLING ART FORM. OUR MISSION IS TO BRING TOGETHER GROWING AUDIENCES TO EXPERIENCE OPERA'S TRANSFORMATIVE POWER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,957,480 | ExpenseAmt |
| Revenue | $13,838,237 | RevenueAmt |
| Desc | PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - SAN FRANCISCO OPERA'S 2024-25 SEASON BEGAN ON FRIDAY, SEPTEMBER 6, 2024, WITH THE ANNUAL OPERA BALL GALA AND VERDI'S UN BALLO IN MASCHERA CONDUCTED BY MUSIC DIRECTOR EUN SUN KIM. UN BALLO IN MASCHERA WAS PRESENTED IN A NEW-TO-SAN FRANCISCO OPERA PRODUCTION BY ITALIAN DIRECTOR LEO MUSCATO AND STARRED MICHAEL FABIANO, LIANNA HAROUTOUNIAN, AND THE DEBUT OF MONGOLIAN BARITONE AMARTUVSHIN ENKHBAT. CHORUS DIRECTOR JOHN KEENE PREPARED THE ARTISTS OF THE SAN FRANCISCO OPERA CHORUS.ON SEPTEMBER 14, POUL RUDERS' 2000 OPERA THE HANDMAID'S TALE HAD ITS WEST COAST PREMIERE IN A NEW CO-PRODUCTION BY SAN FRANCISCO OPERA AND THE ROYAL DANISH THEATRE. THE CAST WAS HEADED BY IRENE ROBERTS AND ALSO STARRED LINDSAY AMMANN, SARAH CAMBIDGE, JOHN RELYEA, SIMONE MCINTOSH, CHRISTOPHER OGLESBY, AND BRENTON RYAN, UNDER THE BATON OF KAREN KAMENSEK AND DIRECTED BY JOHN FULLJAMES.WAGNER'S TRISTAN UND ISOLDE RETURNED TO THE COMPANY'S STAGE IN OCTOBER AND NOVEMBER IN A NEW-TO-SAN FRANCISCO OPERA PRODUCTION BY DIRECTOR PAUL CURRAN AND DESIGNER ROBERT INNES HOPKINS. AS PART OF HER COMMITMENT TO LEAD WORKS BY VERDI AND WAGNER EVERY SEASON, EUN SUN KIM LED THIS PATH-BREAKING ROMANTIC EPIC NOT HEARD ON THE COMPANY'S STAGE IN 18 SEASONS. THE CAST FEATURED SIMON O'NEILL, ANJA KAMPE, KWANGCHUL YOUN, AND, IN THEIR HOUSE DEBUTS, WOLFGANG KOCH AND ANNIKA SCHLICHT.FRANCESCA ZAMBELLO'S PRODUCTION OF BIZET'S CARMEN RETURNED ON NOVEMBER 13, FOR 8 SOLD-OUT PERFORMANCES STARRING EVE-MAUD HUBEAUX IN HER AMERICAN DEBUT AS CARMEN, JONATHAN TETELMAN, CHRISTIAN VAN HORN, AND LOUISE ALDER WITH BENJAMIN MANIS CONDUCTING. THE 2025 SUMMER SEASON OPENED ON JUNE 3 WITH PUCCINI'S LA BOHEME IN THE SAN FRANCISCO OPERA PRODUCTION BY JOHN CAIRD WITH RAMON TEBAR CONDUCTING TWO CASTS. THE PRINCIPAL ROLES WERE PERFORMED BY PENE PATI, EVAN LEROY JOHNSON AS RODOLFO, KAREN CHIA-LING HO, NICOLE CAR AS MIMI, ANDREA CARROLL, BRITTANY RENEE AS MUSETTA ALONG WITH ARTISTS WHO SANG IN ALL PERFORMANCES INCLUDING LUCAS MEACHEM, BOGDAN TALOS, SAMUEL KIDD, AND DALE TRAVIS. LOBBY ACTIVATIONS DURING THE BOHEME PERFORMANCES FEATURING INTERACTIVE SCENES AND PERFORMERS ENHANCED THE AUDIENCE'S EXPERIENCE AND PROVIDED OPPORTUNITIES FOR PHOTOS. EUN SUN KIM CONDUCTED MOZART'S EARLY MASTERPIECE IDOMENEO IN A NEW-TO-SAN FRANCISCO OPERA PRODUCTION BY DIRECTOR LINDY HUME. THE CAST INCLUDED YING FANG IN HER COMPANY DEBUT, DANIELA MACK, ELZA VAN DEN HEEVER, MATTHEW POLENZANI, AND ALEK SHRADER. ON JUNE 27, THE COMPANY PRODUCED ITS FIRST PRIDE CONCERT AS PART OF THE LARGER, SAN FRANCISCO-WIDE PRIDE WEEKEND FESTIVITIES. SAPPHIRA CRISTAL EMCEED THE EVENING SHOWCASING THE SAN FRANCISCO OPERA ORCHESTRA ONSTAGE UNDER THE BATONS OF EUN SUN KIM AND ROBERT MOLLICONE WITH SOLOISTS JAMIE BARTON, BRIAN MULLIGAN, AND NIKOLA PRINTZ. AS A SPECIAL FEATURE OF THE CONCERT, VIDEO PROJECTION DESIGNER TAL ROSNER PROJECTED DESIGNS, ANIMATIONS, AND HISTORIC IMAGES AROUND THE AUDITORIUM.IN OCTOBER, A NEW DOCUMENTARY FILM, EUN SUN KIM: A JOURNEY INTO LOHENGRIN CO-PRODUCED BY SAN FRANCISCO OPERA AND LUMAHAI PRODUCTIONS, WAS RELEASED ONLINE FOR FREE STREAMING. THE BEHIND-THE-SCENES FILM ABOUT KIM AND THE PREPARATIONS FOR THE 2023 PERFORMANCES OF WAGNER'S LOHENGRIN WAS ALSO TELECAST ON KQED.ALONG WITH ITS MAINSTAGE OPERAS, THE COMPANY PRESENTED SEVERAL CONCERTS DURING ITS 102ND SEASON, BEGINNING WITH THE 50TH FREE OPERA IN THE PARK CONCERT AS PART OF OPENING WEEKEND WITH ARTISTS FROM THE FALL SEASON INCLUDING EUN SUN KIM CONDUCTING THE SAN FRANCISCO OPERA ORCHESTRA. IN CELEBRATION OF THE 200TH ANNIVERSARY OF BEETHOVEN'S NINTH SYMPHONY, KIM CONDUCTED A ONE-NIGHT-ONLY PERFORMANCE OF THE WORK ON OCTOBER 26 LEADING THE ORCHESTRA AND CHORUS ONSTAGE WITH SOLOISTS JENNIFER HOLLOWAY, ANNIKA SCHLICHT, RUSSELL THOMAS, AND KWANGCHUL YOUN. IN DECEMBER, THE COMPANY'S RESIDENT ARTISTS, THE ADLER FELLOWS, WERE FEATURED IN THE FUTURE IS NOW CONCERT AT HERBST THEATRE UNDER THE BATON OF BENJAMIN MANIS. CHORUS DIRECTOR JOHN KEENE LED THE SAN FRANCISCO OPERA CHORUS IN A YEAR-END CONCERT IN THE TAUBE ATRIUM THEATER. THE COMPANY'S POPULAR ENCOUNTER SERIES CONTINUED WITH THE CARMEN ENCOUNTER ON NOVEMBER 21 FEATURING A PERFORMANCE OF ACT I FROM THE OPERA AND AN IMMERSIVE PARTY IN THE TRANSFORMED LOBBY AND HALLWAY SPACES OF THE OPERA HOUSE.THE COMPANY'S BOHEME OUT OF THE BOX- A SHIPPING CONTAINER TURNED INTO A MOBILE STAGE - PRODUCTION OF PUCCINI'S LA BOHEME RETURNED FOR ITS THIRD STRAIGHT SEASON WITH PERFORMANCES IN OPEN-AIR VENUES IN SAUSALITO, SAN RAMON, LOS ALTOS HILLS, AND HAYWARD IN APRIL AND JUNE. THE CASTS FEATURING THE ADLER FELLOWS AND OTHER INVITED ARTISTS ATTRACTED AUDIENCES OF ROUGHLY 300 PER SHOW WITH THE SAN RAMON PERFORMANCE PLAYING TO NEARLY 700 AT ALEXANDER SQUARE IN THE CITY CENTER.THE FREE STORYTELLING WORKSHOP, THE OPERA IN YOU, RETURNED FOR A THIRD SEASON WITH IN-PERSON SESSIONS AT SAN FRANCISCO PUBLIC LIBRARY'S POTRERO BRANCH AND THE WILSEY CENTER FOR OPERA ALONG WITH TWO ONLINE COHORTS. ADDITIONAL PUBLIC ENGAGEMENT ACTIVITIES INCLUDED PRE-OPERA TALKS IN THE AUDITORIUM BEFORE EACH MAINSTAGE PERFORMANCE, POST-PERFORMANCE TALKBACKS WITH MUSIC DIRECTOR EUN SUN KIM AND A BOOK CLUB COLLABORATION WITH SAN FRANCISCO PUBLIC LIBRARY AROUND THE HANDMAID'S TALE.SAN FRANCISCO OPERA'S 2024-25 SEASON WITNESSED MYRIAD PERFORMANCES AT THE WAR MEMORIAL OPERA HOUSE, ATRIUM THEATER, HERBST THEATRE, GOLDEN GATE PARK, AND PUBLIC SPACES AROUND THE BAY AREA, THE SAN FRANCISCO PUBLIC LIBRARY. ONLINE VIEWERS FOR THE LIVESTREAMS EXTENDED THE COMPANY'S PRESENTATIONS TO MUSIC LOVERS AROUND THE WORLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,563,559 | ExpenseAmt |
| Revenue | $1,780,335 | RevenueAmt |
| Desc | OPERA CENTER (TRAINING AND PROFESSIONAL DEVELOPMENT) - THE OPERA SUPPORTS AN INTERNATIONALLY RECOGNIZED TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAM, THE ADLER FELLOWSHIP PROGRAM. THE ADLER FELLOWSHIP PROGRAM IS A PERFORMANCE-ORIENTED RESIDENCY OF TWO YEARS OFFERING ADVANCED YOUNG ARTISTS INTENSIVE INDIVIDUAL TRAINING, COACHING, PROFESSIONAL SEMINARS, AND A WIDE RANGE OF PERFORMANCE OPPORTUNITIES. ADLER FELLOWS GAIN VALUABLE PROFESSIONAL EXPERIENCE BY PERFORMING ROLES OF INCREASING IMPORTANCE IN THE OPERA'S MAIN-STAGE SEASON. IN ADDITION TO PERFORMANCES ON THE MAIN STAGE, SELECTED ADLER FELLOWS ARE FEATURED IN THE SCHWABACHER RECITAL SERIES. THE ADLER SEASON CULMINATES IN AN ADLER FELLOWS CONCERT. ALUMNI FROM THE ADLER PROGRAM INCLUDE: SOPRANOS LEAH CROCETTO, NANCY GUSTAFSON, PATRICIA RACETTE, NADINE SIERRA, RUTH ANN SWENSON, ELZA VAN DEN HEEVER, AND DEBORAH VOIGT; MEZZO-SOPRANOS ZHENG CAO AND DOLORA ZAJICK; TENORS BRIAN JAGDE, SEAN PANIKKAR, AND NOAH STEWART; COUNTERTENOR BRIAN ASAWA; BARITONES MARK DELAVAN AND LUCAS MEACHEM; AND BASS-BARITONES MONTE PEDERSON AND JOHN RELYEA. THE SAN FRANCISCO OPERA ALSO SUPPORTS THE MEROLA OPERA PROGRAM FOR ASPIRING PROFESSIONALS, OFFERING UP-AND-COMING SINGERS, COACH-ACCOMPANISTS AND STAGE DIRECTORS THE OPPORTUNITY OF INTENSE STUDY AND PERFORMANCE DURING AN ELEVEN-WEEK SUMMER PROGRAM.THE OPERA'S COMMITMENT TO PROVIDING MUSIC EDUCATION AND ENRICHMENT OPPORTUNITIES TO STUDENTS, TEACHERS, YOUNG AUDIENCES, AND ADULTS CONTINUED IN A MYRIAD OF SCHOOL AND FAMILY PROGRAMS AND ONLINE RESOURCES. THE SAN FRANCISCO OPERA AND OPERA GUILD BRING OPERA AND MUSIC EDUCATION TO STUDENTS AND INDIVIDUALS THROUGHOUT NORTHERN CALIFORNIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,072,597 | ExpenseAmt |
| Revenue | $18,476 | RevenueAmt |
| Desc | ELECTRONIC MEDIA - THE OBJECTIVE OF THIS INITIATIVE IS TO EXTEND THE COMPANY'S AUDIENCE THROUGH TELEVISION AND RADIO BROADCASTS, HOME VIDEO PRODUCTS, LOCAL SIMULCASTS, CINEMA PRESENTATIONS, WEB VIDEOS, AND IN-HOUSE HD COVERAGE. THE COMPANY'S PIONEERING LOBBYVISION PROVIDES AUDIENCES A VIEW OF THE STAGE FROM VARIOUS LOCATIONS FRONT OF HOUSE WITH SCREENS SHOWING REAL-TIME HD VIDEO AND SUBTITLES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $760,123 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $760,123 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $66,593,636 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 364 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 941 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 71 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 70 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SIMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155653295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024509 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (84 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW SHILVOCK | |||||||||
| CEO/GENERAL DIRECTOR | 60.00 | Yes (X) | Yes (X) | $729,130 | $0 | $45,839 | |||
| BARBARA A WOLFE | |||||||||
| OFFICER OF THE BOARD-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| FRANKLIN PITCH JOHNSON JR | |||||||||
| OFFICER OF THE BOARD-CHAIR EMERITUS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN A GUNN | |||||||||
| OFFICER OF THE BOARD-CHAIR EMERITUS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KEITH B GEESLIN | |||||||||
| OFFICER OF THE BOARD-VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACK CALHOUN | |||||||||
| OFFICER OF THE ASSN-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GEORGE H HUME | |||||||||
| OFFICER OF THE ASSN-TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KAREN J KUBIN | |||||||||
| OFFICER OF THE ASSN-SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN ANDERSON-NORBY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLAIRE WRENN BOBROW | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROMANA BRACCO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER BRAHM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE CASSCELLS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANIETTE COLEMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR WILLIAM M COUGHRAN JR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE CRANE DORFMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES CROSS | |||||||||
| DIRECTOR/MEROLA OPERA PROG PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARIF DAMJI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAYNE C DAVIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEROME DODSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL PUCCI DOLL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIXON DOLL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A ELLIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA ERDBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER FENTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH FENTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNA FIELER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARITA GANDIA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN GRAHAM JOHNSTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE GUND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OMAR GUO | |||||||||
| DIRECTOR/BRAVO! PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRETCHEN WOLFE HANSEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE M HARTLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HENDRICKSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOREEN WOO HO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES EDWARD HUDSON III | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYLVIA HUGHES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY F KAHN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHOONGJA MARIA KAHNG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE A KERN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK R KROLL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COURTNEY LABE | |||||||||
| DIRECTOR/GUILD BOARD PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYLVIA R LINDSEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CYNTHIA SNORF LIVERMORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HON RICHARD C LIVERMORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN MARINEAU | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J PATTERSON MCBAINE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK MCCABE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN MEYER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARL O MILLS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUSTIN MOORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARYAM MUDUROGLU | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY MUELLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANET NAPOLITANO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN NELSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J BOYCE NUTE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD OSHER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON PHILLIPS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE BRANDEIS POPKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ISABEL RHEE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J RIGG PHD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CP RUSSELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL RUSSELL-SHAPIRO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK SCHAFER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUTH A SHORT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS DIANNE MARIE TAUBE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SOO VENKATESAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS BARBARA MOLLER WARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS DIANE B WILSEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELINDA YEE FRANKLIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| S SHARIQ YOSUFZAI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SIMPSON | |||||||||
| MANAGING DIRECTOR: ADMIN/CFO | 60.00 | Yes (X) | $391,002 | $0 | $42,930 | ||||
| GEORGI KELLY | |||||||||
| CHIEF PHILANTHROPY OFFICER | 60.00 | $350,351 | $0 | $7,208 | Yes (X) | ||||
| JENNIFER GOOD | |||||||||
| MANAGING DIRECTOR: PRODUCTION | 60.00 | $303,260 | $0 | $37,558 | Yes (X) | ||||
| GREGORY HENKEL | |||||||||
| MANAGING DIRECTOR: ARTISTIC | 60.00 | $302,604 | $0 | $27,957 | Yes (X) | ||||
| TABITHA ROWELL | |||||||||
| DIRECTOR OF DEVELOPMENT | 60.00 | $258,852 | $0 | $18,011 | Yes (X) | ||||
| TROY SMITH | |||||||||
| CHIEF MARKETING OFFICER | 60.00 | $214,160 | $0 | $72,224 | Yes (X) | ||||
| THERESA VON KLUG | |||||||||
| CHIEF OPERATING OFFICER | 60.00 | $238,855 | $0 | $33,229 | Yes (X) | ||||
| EUN SUN KIM | |||||||||
| CAROLINE H. HUME MUSIC DIRECTOR | 60.00 | $561,728 | $0 | $28,609 | Yes (X) | ||||
| DOUGLAS MITCHELL | |||||||||
| HEAD OF AUDIO/VIDEO | 60.00 | $287,994 | $0 | $75,238 | Yes (X) | ||||
| DAWN DUNLOP | |||||||||
| CHIEF PEOPLE OFFICER | 60.00 | $284,088 | $0 | $8,695 | Yes (X) | ||||
| DAVID HATCH | |||||||||
| HEAD OF CARPENTRY | 60.00 | $264,132 | $0 | $68,939 | Yes (X) | ||||
| LORI HARRISON | |||||||||
| HEAD OF PROPERTIES | 60.00 | $262,330 | $0 | $68,463 | Yes (X) | ||||
| LEE HELMS | |||||||||
| FORMER DIR. OF INNOVATION PROGRAMS | 60.00 | $192,199 | $0 | $19,260 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,640,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $554,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 142 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABILITY ADVERTISING LLC | |||||
| 985 MORAGA ROAD SUITE 200 | LAFAYETTE | CA | 94549 | MARKETING | $1,189,004 |
| TAIT TOWERS MANUFACTURING LLC | |||||
| 401 W LINCOLN AVENUE | LITILZ | PA | 17543 | PROFESSIONAL SERVICES | $764,032 |
| CURTIN THEATRICAL MOVING INC | |||||
| 359 BEL MARIN KEYS BLVD STE 5 | NOVATO | CA | 94949 | MOVING COMPANY | $503,290 |
| PAUL H LIPPE INC | |||||
| 233 12TH STREET | SANTA MONICA | CA | 90402 | LOGISTICS SERVICES | $501,460 |
| THEATER DIRECT INC | |||||
| 6855 ATOLL AVENUE | LOS ANGELES | CA | 91605 | PROFESSIONAL SERVICES | $433,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,285,741 | FundraisingAmt |
| Related Organizations | $49,500 | RelatedOrganizationsAmt |
| Government Grants | $425,467 | GovernmentGrantsAmt |
| All Other Contributions | $46,216,357 | AllOtherContributionsAmt |
| Noncash Contributions | $5,540,283 | NoncashContributionsAmt |
| Total Contributions | $48,977,065 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 900099 | $13,838,237 | $13,838,237 |
| SF OPERA CENTER | 900099 | $1,780,335 | $1,780,335 |
| MEDIA | 900099 | $18,476 | $18,476 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $524,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,161,213 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,446,102 | TotalRevenueColumnAmt |
| Exclusion | $9,446,102 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,158 | RealAmt |
| Personal | $282,173 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $46,215 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,158 | RealAmt |
| Personal | $235,958 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $235,958 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,158 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,424,235 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,308,612 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,115,623 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,115,623 | TotalRevenueColumnAmt |
| Exclusion | $9,115,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $186,525 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,285,741 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,083,973 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$897,448 | TotalRevenueColumnAmt |
| Exclusion | -$897,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $126,950 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $64,478 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,472 | TotalRevenueColumnAmt |
| Exclusion | $62,472 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING FEES | 812930 | $157,441 | $157,441 | |
| UBTI FROM PARTNERSHIPS | 900099 | -$493,221 | -$493,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$335,780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,803,363 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,397,171 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$493,221 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,922,348 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,044 | TotalAmt |
| Program Services | $917,604 | ProgramServicesAmt |
| Management And General | $1,567,378 | ManagementAndGeneralAmt |
| Fundraising | $489,062 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,790,306 | TotalAmt |
| Program Services | $39,920,572 | ProgramServicesAmt |
| Management And General | $3,216,451 | ManagementAndGeneralAmt |
| Fundraising | $2,653,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606,448 | TotalAmt |
| Program Services | $3,273,287 | ProgramServicesAmt |
| Management And General | $228,259 | ManagementAndGeneralAmt |
| Fundraising | $104,902 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,001,485 | TotalAmt |
| Program Services | $9,082,228 | ProgramServicesAmt |
| Management And General | $698,363 | ManagementAndGeneralAmt |
| Fundraising | $220,894 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,453,115 | TotalAmt |
| Program Services | $2,950,570 | ProgramServicesAmt |
| Management And General | $340,092 | ManagementAndGeneralAmt |
| Fundraising | $162,453 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,369 | TotalAmt |
| Program Services | $113,543 | ProgramServicesAmt |
| Management And General | $596,422 | ManagementAndGeneralAmt |
| Fundraising | $14,404 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,000 | TotalAmt |
| Management And General | $280,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,367 | TotalAmt |
| Fundraising | $204,367 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,394 | TotalAmt |
| Management And General | $970,394 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,481,595 | TotalAmt |
| Program Services | $823,297 | ProgramServicesAmt |
| Management And General | $1,346,308 | ManagementAndGeneralAmt |
| Fundraising | $311,990 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,424 | TotalAmt |
| Program Services | $13,139 | ProgramServicesAmt |
| Management And General | $900,285 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,302 | TotalAmt |
| Program Services | $712,845 | ProgramServicesAmt |
| Management And General | $881,086 | ManagementAndGeneralAmt |
| Fundraising | $219,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,641 | TotalAmt |
| Program Services | $153,680 | ProgramServicesAmt |
| Management And General | $1,254,567 | ManagementAndGeneralAmt |
| Fundraising | $2,394 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,126 | TotalAmt |
| Program Services | $131,126 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,641,680 | TotalAmt |
| Program Services | $1,965,441 | ProgramServicesAmt |
| Management And General | $1,394,396 | ManagementAndGeneralAmt |
| Fundraising | $281,843 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,895 | TotalAmt |
| Program Services | $1,321,790 | ProgramServicesAmt |
| Management And General | $22,898 | ManagementAndGeneralAmt |
| Fundraising | $83,207 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,018 | TotalAmt |
| Program Services | $30,813 | ProgramServicesAmt |
| Management And General | $5,205 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,868 | TotalAmt |
| Management And General | $67,868 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,907,933 | TotalAmt |
| Program Services | $1,348,546 | ProgramServicesAmt |
| Management And General | $1,559,387 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,001 | TotalAmt |
| Program Services | $52,676 | ProgramServicesAmt |
| Management And General | $545,325 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION MATERIALS | $2,332,387 | $2,256,392 | $75,995 | |
| MARKETING/PROMOTION | $1,543,406 | $82,953 | $1,091,360 | $369,093 |
| STORAGE & MOVING | $660,502 | $660,502 | ||
| BAD DEBT EXPENSE | $278,947 | $278,947 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,704 | TotalAmt |
| Program Services | $782,632 | ProgramServicesAmt |
| Management And General | $44,072 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,075,957 | TotalAmt |
| Program Services | $66,593,636 | ProgramServicesAmt |
| Management And General | $17,086,111 | ManagementAndGeneralAmt |
| Fundraising | $5,396,210 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,771 | BOYAmt |
| EOY | $1,034,621 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,854,472 | BOYAmt |
| EOY | $24,936,663 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,189,702 | BOYAmt |
| EOY | $16,434,195 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,649 | BOYAmt |
| EOY | $1,106,054 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,416 | BOYAmt |
| EOY | $52,258 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,745,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,497,513 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,192,211 | BOYAmt |
| EOY | $17,248,254 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,097,716 | BOYAmt |
| EOY | $243,881,931 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,685,061 | BOYAmt |
| EOY | $36,711,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,467,195 | BOYAmt |
| EOY | $24,426,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,293,193 | BOYAmt |
| EOY | $365,835,575 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,763,580 | BOYAmt |
| EOY | $6,678,737 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,362,172 | BOYAmt |
| EOY | $8,596,922 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,926,199 | BOYAmt |
| EOY | $20,745,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,051,951 | BOYAmt |
| EOY | $36,020,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,956,432 | BOYAmt |
| EOY | $52,489,586 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,284,810 | BOYAmt |
| EOY | $277,325,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,241,242 | BOYAmt |
| EOY | $329,814,888 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,293,193 | BOYAmt |
| EOY | $365,835,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,272,594 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,931,937 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$85,697 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,855,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,281,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,207,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,422,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,977,065 | CurrentTaxYearAmt |
| Total | $282,744,399 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,855,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,281,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,207,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,422,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,977,065 | CurrentTaxYearAmt |
| Total | $282,744,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,979,430 | SubstantialContributorsTotAmt |
| Public Support Total170 | $238,764,969 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,843,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,955,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,391,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,708,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,484,260 | CurrentTaxYearAmt |
| Total | $40,384,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,391 | CurrentTaxYearAmt |
| Total | $1,156,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $324,285,299 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $67,272,783 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PARKING FEES - 2020 AMOUNT: $ 56,013. 2021 AMOUNT: $ 107,880. 2022 AMOUNT: $ 147,113. 2023 AMOUNT: $ 137,494. 2024 AMOUNT: $ 157,441. INVENTORY PROCEEDS - 2020 AMOUNT: $ 11,825. 2021 AMOUNT: $ 87,372. 2022 AMOUNT: $ 170,790. 2023 AMOUNT: $ 153,894. 2024 AMOUNT: $ 126,950. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $309,397,630 | BeginningYearBalanceAmt |
| Contributions | $1,964,661 | ContributionsAmt |
| Investment Earnings Or Losses | $23,501,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,964,230 | OtherExpendituresAmt |
| End Year Balance | $304,899,678 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,269,516 | BeginningYearBalanceAmt |
| Contributions | $3,464,410 | ContributionsAmt |
| Investment Earnings Or Losses | $34,582,802 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,919,098 | OtherExpendituresAmt |
| End Year Balance | $309,397,630 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $281,244,062 | BeginningYearBalanceAmt |
| Contributions | $897,056 | ContributionsAmt |
| Investment Earnings Or Losses | $24,950,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,822,138 | OtherExpendituresAmt |
| End Year Balance | $288,269,516 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $312,055,778 | BeginningYearBalanceAmt |
| Contributions | $14,757,534 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,259,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,309,841 | OtherExpendituresAmt |
| End Year Balance | $281,244,062 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,771,266 | BeginningYearBalanceAmt |
| Contributions | $22,229,840 | ContributionsAmt |
| Investment Earnings Or Losses | $56,336,530 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,281,858 | OtherExpendituresAmt |
| End Year Balance | $312,055,778 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19275 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72129 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08596 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,460,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,368,624 | DepreciationAmt |
| Book Value | $12,091,508 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,250,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,093,857 | DepreciationAmt |
| Book Value | $5,156,746 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,032 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,248,254 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIP - REAL ESTATE | $6,108 | F |
| LIMITED PARTNERSHIP - INFLATION HEDGE | $207,867 | F |
| LIMITED PARTNERSHIP - PRIVATE EQUITY | $36,089,982 | F |
| LIMITED PARTNERSHIP - REAL ESTATE (250 POST STREET) | $407,056 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,711,013 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING RIGHT OF USE ASSETS | $10,760,218 |
| DEFERRED PRODUCTION COST | $9,183,259 |
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | $3,678,900 |
| ASSETS OF POOLED INCOME FUNDS | $638,880 |
| CONSTRUCTION IN PROGRESS | $122,396 |
| RENTAL DEPOSITS | $42,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,426,586 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES - LONG TERM | $9,836,524 |
| DEFERRED COMPENSATION AND OTHER - LONG TERM | $8,009,104 |
| OPERATING LEASE LIABILITIES - SHORT TERM | $984,211 |
| DEFERRED COMPENSATION AND OTHER - SHORT TERM | $482,197 |
| DEFERRED REVENUE - POOLED INCOME FUNDS | $258,332 |
| LINE OF CREDIT | $1,174,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,745,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,407,532 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,931,937 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $122,511 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$705,380 | OtherRevenueAmt |
| Revenue Not Reported | $6,349,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,058,464 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $970,394 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,225,495 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$255,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,803,363 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $88,833,886 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $122,511 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,311,192 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,433,703 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,400,183 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $970,394 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $705,380 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,675,774 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,075,957 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS COMPRISED OF SEVERAL FUNDS SET ASIDE FOR DONOR DIRECTED PURPOSES INCLUDING OPERATIONS, OPERA HOUSE MAINTENANCE, WATTIS TICKETS FUND, NEW PRODUCTIONS, STUDENT SUBSCRIPTIONS, PRINCIPAL ARTISTS, EDUCATION, AND OTHER PROGRAMS. |
| PART X, LINE 2: | THE ASSOCIATION IS A NONPROFIT ARTS ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C) (3) AND THE CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX EXEMPT PURPOSES. ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES PRESCRIBES THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION OF INCOME TAX ASSETS AND LIABILITIES, CLASSIFICATION OF CURRENT AND DEFERRED INCOME TAX ASSETS AND LIABILITIES, ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS, ACCOUNTING FOR INCOME TAXES IN INTERIM PERIODS, AND INCOME TAX DISCLOSURES. THIS STANDARD ALSO REQUIRES ADDITIONAL DISCLOSURE OF THE BEGINNING AND ENDING UNRECOGNIZED TAX BENEFITS AND DETAILS REGARDING THE UNCERTAINTIES THAT MAY CAUSE THE UNRECOGNIZED BENEFITS TO INCREASE OR DECREASE WITHIN A TWELVE MONTH PERIOD. THE ASSOCIATION'S POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS A TWO-STEP PROCESS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES THAT IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATIONS PROCESSES, IF ANY. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT OR LIABILITY AS THE LARGEST AMOUNT THAT IS MORE THAN 50% LIKELY TO BE REALIZED OR INCURRED UPON SETTLEMENT. BASED ON AN ANALYSIS PREPARED BY THE ASSOCIATION, IT WAS DETERMINED THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PRIOR YEAR RETIREMENT EXPENSES CREDIT GROUPED IN NON-OPERATING INCOME -705,380. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -46,215. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -95,307. FUNDRAISING EVENT EXPENSES -1,083,973. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 95,307. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 85,697. RENTAL EXPENSES 46,215. FUNDRAISING EVENT EXPENSES 1,083,973. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR RETIREMENT EXPENSES CREDIT GROUPED IN NON-OPERATING INCOME 705,380. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,088,725 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,088,725 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,088,725 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THEATER DIRECT INC | ||||||||
| 6855 ATOLL AVENUE | NORTH HOLLYWOOD | CA | 91605 | ANNUAL GIVING | 0 | $310,557 | $150,770 | $159,787 |
| CAPACITY INTERACTIVE CONSULTING LLC | ||||||||
| PO BOX 50019 | NEWARK | NJ | 07101 | ANNUAL GIVING | 0 | $0 | $9,100 | -$9,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $310,557 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $159,870 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $150,687 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING NIGHT | Event1Nm |
| Gross Receipts Event1 | $2,472,266 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,285,741 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $186,525 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $335,961 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $291,923 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $364,529 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $91,560 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $2,472,266 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,285,741 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $186,525 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $335,961 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $291,923 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $364,529 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $91,560 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,083,973 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$897,448 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW SHILVOCK | ||||||||||||||
| CEO/GENERAL DIRECTOR | $729,130 | $0 | $0 | $0 | $0 | $0 | $20,700 | $0 | $25,139 | $0 | $774,969 | $0 | $0 | $0 |
| EUN SUN KIM | ||||||||||||||
| CAROLINE H. HUME MUSIC DIRECTOR | $561,490 | $0 | $0 | $0 | $238 | $0 | $10,646 | $0 | $17,963 | $0 | $590,337 | $0 | $0 | $0 |
| MICHAEL SIMPSON | ||||||||||||||
| MANAGING DIRECTOR: ADMIN/CFO | $366,002 | $0 | $25,000 | $0 | $0 | $0 | $24,150 | $0 | $18,780 | $0 | $433,932 | $0 | $0 | $0 |
| DOUGLAS MITCHELL | ||||||||||||||
| HEAD OF AUDIO/VIDEO | $287,994 | $0 | $0 | $0 | $0 | $0 | $29,639 | $0 | $45,599 | $0 | $363,232 | $0 | $0 | $0 |
| GEORGI KELLY | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $349,460 | $0 | $0 | $0 | $891 | $0 | $6,314 | $0 | $894 | $0 | $357,559 | $0 | $0 | $0 |
| JENNIFER GOOD | ||||||||||||||
| MANAGING DIRECTOR: PRODUCTION | $303,260 | $0 | $0 | $0 | $0 | $0 | $18,778 | $0 | $18,780 | $0 | $340,818 | $0 | $0 | $0 |
| DAVID HATCH | ||||||||||||||
| HEAD OF CARPENTRY | $264,132 | $0 | $0 | $0 | $0 | $0 | $27,158 | $0 | $41,781 | $0 | $333,071 | $0 | $0 | $0 |
| LORI HARRISON | ||||||||||||||
| HEAD OF PROPERTIES | $262,330 | $0 | $0 | $0 | $0 | $0 | $26,970 | $0 | $41,493 | $0 | $330,793 | $0 | $0 | $0 |
| GREGORY HENKEL | ||||||||||||||
| MANAGING DIRECTOR: ARTISTIC | $302,604 | $0 | $0 | $0 | $0 | $0 | $18,485 | $0 | $9,472 | $0 | $330,561 | $0 | $0 | $0 |
| DAWN DUNLOP | ||||||||||||||
| CHIEF PEOPLE OFFICER | $284,088 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,695 | $0 | $292,783 | $0 | $0 | $0 |
| TROY SMITH | ||||||||||||||
| CHIEF MARKETING OFFICER | $214,160 | $0 | $0 | $0 | $0 | $0 | $16,810 | $0 | $55,414 | $0 | $286,384 | $0 | $0 | $0 |
| TABITHA ROWELL | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $162,647 | $0 | $0 | $0 | $96,205 | $0 | $10,072 | $0 | $7,939 | $0 | $276,863 | $0 | $0 | $0 |
| THERESA VON KLUG | ||||||||||||||
| CHIEF OPERATING OFFICER | $238,708 | $0 | $0 | $0 | $147 | $0 | $15,196 | $0 | $18,033 | $0 | $272,084 | $0 | $0 | $0 |
| LEE HELMS | ||||||||||||||
| FORMER DIR. OF INNOVATION PROGRAMS | $191,011 | $0 | $0 | $0 | $1,188 | $0 | $9,788 | $0 | $9,472 | $0 | $211,459 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. |
| PART I, LINE 4A | TABITHA ROWELL RECEIVED A SEVERANCE PAYMENT OF $70,727 REPORTED ON SCHEDULE J, PART II, COLUMN B(III). |
| PART I, LINE 7 | MICHAEL SIMPSON RECEIVED A BONUS IN 2024 APPROVED BY MANAGEMENT. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,088 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 82 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,475,796 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED EXCHANGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEVERAGES | 6 | $52,987 | COMPARABLE SALES |
| Yes (X) | FLOWERS | 1 | $3,000 | COMPARABLE SALES |
| Yes (X) | COSTUME SUPPLIES | 1 | $500 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | ALL CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED. STOCK CONTRIBUTIONS REPRESENTED THE NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. DURING THE COURSE OF SOLICITATION, (SEE SCHEDULE G), SECURITIES MAY BE DONATED IN LIEU OF CASH CONTRIBUTIONS. |
| PART I, LINE 32B: | THE ORGANIZATION CONTRACTS WITH A COMMERCIAL FUNDRAISER FOR A VEHICLE DONATION PROGRAM. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH C.P. RUSSELL, DIRECTOR. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH FRANKLIN "PITCH" JOHNSON, JR., OFFICER AND CHAIR EMERITUS. KARL O. MILLS, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH A DIRECTOR, VIA AN INVESTMENT ADVISORY FIRM. DR. WILLIAM M. COUGHRAN, JR., OFFICER, HAS A BUSINESS RELATIONSHIP WITH KEITH B. GEESLIN, OFFICER AND VICE CHAIR. SARAH FENTON, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH PETER FENTON, DIRECTOR. HON. RICHARD C. LIVERMORE, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH MRS. CYNTHIA SNORF LIVERMORE, DIRECTOR. BARBARA A. WOLFE, OFFICER AND CHAIR, HAS A FAMILY RELATIONSHIP WITH GRETCHEN WOLFE HANSEN, DIRECTOR. KEITH B. GEESLIN, OFFICER AND VICE CHAIR, HAS A BUSINESS RELATIONSHIP WITH FRANCISCO PARTNERS, A PRIVATE EQUITY INVESTMENT FIRM, OF WHICH THE OPERA'S ENDOWMENT IS AN INVESTOR. MR. GEESLIN RECUSED HIMSELF FROM VOTING ON THE DECISION TO INVEST IN THE FUND AND FROM VOTING ON FUTURE DECISIONS THAT AFFECT THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS PART OF THE OPERA'S INTERNAL REVIEW PROCESS, THE FILING VERSION OF THE FORM 990 IS PRESENTED TO THE OPERA'S AUDIT COMMITTEE FOR DISCUSSION AND COMMENT. PRIOR TO FILING, THE PUBLIC DISCLOSURE VERSION OF FORM 990 IS SENT TO ALL BOARD OF DIRECTORS FOR THEIR REVIEW. ANY COMMENTS ARE REVIEWED BY MANAGEMENT. BUT FOR THE REDACTED CONTRIBUTOR NAMES AND ADDRESSES, THE ANSWER TO QUESTION 11A WOULD BE, "YES." |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OPERA HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST COMPLY WITH THE POLICY AND ARE SENT THE CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSED CONFLICTS ARE REVIEWED BY MANAGEMENT AND ADDRESSED AS APPROPRIATE. INDIVIDUALS WITH A CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM RELATED DISCUSSIONS AND DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS AN ANNUAL REVIEW OF COMPENSATION FOR OFFICERS BY THE COMPENSATION COMMITTEE. THE COMMITTEE IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO ARE INDEPENDENT INDIVIDUALS AND COMPARABLE DATA IS USED TO EVALUATE THE APPROPRIATENESS OF THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, CODE OF CONDUCT, AND THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SAN FRANCISCO OPERA WEBSITE (WWW.SFOPERA.COM). A COPY OF THE 990 IS AVAILABLE BY REQUEST OR ON THE CANDID WEBSITE (WWW.CANDID.ORG). |
| FORM 990, PART XI, LINE 9: | DONATED PROPERTY EXPENSED OVER USEFUL LIFE -85,697. |
| FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE ROLE | THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION AND RECOMMENDATION TO THE BOARD TO THE INDEPENDENT ACCOUNTING FIRM. THE COMMITTEE HELD THREE MEETINGS WITH BOARD MEMBERS, OFFICERS OF THE OPERA, AND INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (7) | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | TRUST | CA | T | 0 |
| POOLED INCOME FUNDS (3) | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | TRUST | CA | T | 0 |
| CHARITABLE GIFT ANNUITIES (13) | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | TRUST | CA | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |