2022-06-09T19:01:16-05:00 2021-07-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-08-01 940836240 SAN FRANCISCO OPERA ASSOCIATION SANF 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 MATTHEW SHILVOCK CEO 4155653295 2022-06-01 1 MATTHEW SHILVOCK 999009999 KATY BROWN P00650274 9257902600 2022-06-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATTHEW SHILVOCK 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 128116767 0 X WWW.SFOPERA.COM X 1923 CA 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. 78 77 603 77 -777733 0 69004896 58855768 11871069 2202474 7230405 18700609 147761 -600362 88254131 79158489 0 0 0 0 52951120 36740536 228436 201608 3236468 17258039 15232412 70437595 52174556 17816536 26983933 287958480 369784114 18636050 28876760 269322430 340907354 X SAN FRANCISCO OPERA'S MISSION IS 1) TO PRESENT OPERA PERFORMANCES OF THE HIGHEST INTERNATIONAL QUALITY AVAILABLE TO THE WIDEST POSSIBLE AUDIENCES; 2) TO PERPETUATE AND ENRICH THE OPERATIC ART FORM; 3) TO BE CREATIVE AND INNOVATIVE IN ALL ASPECTS OF OPERA; AND 4) TO TAKE A LEADERSHIP ROLE IN TRAINING, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT. CURRENT PROGRAMS INCLUDE COMMUNITY OUTREACH, TRAINING AND PROFESSIONAL DEVELOPMENT OF YOUNG ARTISTS AND COMMUNITY EDUCATION. 0 0 35037721 490918 PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - ORIGINALLY SCHEDULED TO OPEN IN SEPTEMBER 2020, SAN FRANCISCO OPERA'S 98TH YEAR BEGAN WITH THE CANCELLATION OF ITS FALL SEASON DUE TO THE GLOBAL COVID-19 PANDEMIC. WITH THE LOSS OF ALL OF ITS SCHEDULED MAINSTAGE PRESENTATIONS OF FIDELIO, RIGOLETTO, COSI FAN TUTTE, THE HANDMAID'S TALE, LA BOHEME, AND THE FREE OPERA IN THE PARK CONCERT, THE COMPANY'S PIVOT TO DIGITAL PROGRAMMING PROVED TO BE AN INVALUABLE STRATEGY FOR REMAINING CONNECTED TO SUPPORTERS AND TO SERVE ITS COMMUNITY OF MUSIC LOVERS THROUGHOUT THE CRISIS. FREE WEEKLY STREAMS OF OPERA TITLES FROM THE COMPANY'S VIDEO ARCHIVES CONTINUED AND SELECT TITLES WERE SCREENED AS DRIVE-IN ATTRACTIONS AT SAN FRANCISCO'S FORT MASON CENTER UNDER STRICT SANITIZATION, SOCIAL DISTANCING, AND FACE COVERINGS SAFETY GUIDELINES. ADDITIONALLY, THE COMPANY PRODUCED CELEBRATING THE VOICES OF SAN FRANCISCO OPERA, A DIGITAL EVENT OF INTERVIEWS AND PERFORMANCES STREAMED ON DECEMBER 4. THROUGH ITS WORK WITH A GROUP OF UNIVERSITY OF CALIFORNIA SAN FRANCISCO (UCSF) DOCTORS, SAN FRANCISCO OPERA DEVELOPED HEALTH AND SAFETY PROTOCOLS FOR A SAFE RETURN TO LIVE PERFORMANCE IN 2021. IN FEBRUARY 2021, THE COMPANY ANNOUNCED A REIMAGINED SPRING 2021 SEASON INCLUDING AN ONLINE RING FESTIVAL, A RETURN TO LIVE PERFORMANCES WITH ROSSINI'S THE BARBER OF SEVILLE AT THE MARIN CENTER DRIVE-IN, THREE DRIVE-IN CONCERTS FEATURING THE COMPANY'S RESIDENT ARTISTS THE ADLERS: LIVE AT THE DRIVE-IN AND A TRIO OF NEW DIGITAL CONTENT RELEASES: THE VIDEO PORTRAIT SERIES IN SONG, INTIMATE SHORT-FORM VIDEO PERFORMANCES OF SAN FRANCISCO OPERA ARTISTS TITLED ATRIUM SESSIONS AND A NEW, BEHIND-THE-SCENES PODCAST, NORTH STAGE DOOR. THE COMPANY MADE HEADLINES AS ONE OF THE FIRST MAJOR OPERA COMPANIES TO RETURN TO LIVE PERFORMANCES WITH THE BARBER OF SEVILLE AND ITS DRIVE-IN PERFORMANCE WHICH WERE ATTENDED BY HOUSEHOLDS IN MORE THAN 2,100 VEHICLES.THE VIRTUAL EVENT, CELEBRATING THE VOICES OF SAN FRANCISCO OPERA, WAS CO-HOSTED BY GENERAL DIRECTOR MATTHEW SHILVOCK AND INCOMING MUSIC DIRECTOR EUN SUN KIM, AND INCLUDED PERFORMANCES BY JANAI BRUGGER, ASHLEY DIXON, AMINA EDRIS, SONDRA RADVANOVSKY, MICHAEL FABIANO, PENE PATI, ARTUR RUCINSKI, ALFRED WALKER, NICOLA LUISOTTI AMONG OTHERS.THE ONLINE RING FESTIVAL ENCOMPASSED THE COMPANY'S FIRST-EVER SHOWINGS OF ITS 2018 PERFORMANCES OF WAGNER'S RING OF THE NIBELUNG. THE FOUR RING CYCLE OPERAS - DAS RHEINGOLD, DIE WALKURE, SIEGFRIED, AND GOTTERDAMMERUNG - WERE STREAMED SEQUENTIALLY OVER THE FOUR WEEKENDS IN MARCH 2021, WITH A HOST OF LIVE ONLINE EVENTS PRESENTED THROUGHOUT THE MONTH. GUESTS FOR THE LIVE ONLINE RING FESTIVAL EVENTS INCLUDED CONDUCTOR DONALD RUNNICLES, DIRECTOR FRANCESCA ZAMBELLO, AND VOCAL SOLOISTS BRANDON JOVANOVICH, KARITA MATTILA, IRENE THEORIN, GREER GRIMSLEY, JAMIE BARTON, RONNITA MILLER, JANE EAGLEN, NINA STEMME, GRACE BUMBRY, KENNETH OVERTON, MUSICIANS FROM THE SAN FRANCISCO OPERA ORCHESTRA, AND WRITERS SUCH AS JOSHUA KOSMAN, TONY KUSHNER, ALEX ROSS, CLIFFORD CRANNA, NAOMI ANDRE, KIRSTEN PAGE, PAUL THOMASON, ANNIKA ENGLEHART, BARBARA ROMINSKI, JEFFERY MCMILLAN, CRAIG KAUSEN, PETE DOCTER AND JOHN MORRIS.THE COMPANY'S APRIL-MAY 2021 PRESENTATIONS OF ROSSINI'S THE BARBER OF SEVILLE AT THE MARIN CENTER DRIVE-IN FEATURED A NEW STAGING BY DIRECTOR MATTHEW OZAWA AND A CAST OF SAN FRANCISCO OPERA FAVORITES INCLUDING LUCAS MEACHEM AS FIGARO, ALEK SHRADER AS THE COUNT, DANIELA MACK AND LAURA KRUMM AS ROSINA, PHILIP SKINNER AS DOCTOR BARTOLO, KENNETH KELLOGG AS DON BASILIO AND CATHERINE COOK AS BERTA. THE ONSTAGE AND BACKSTAGE ACTIVITY WERE GOVERNED BY STRICT ADHERENCE TO COVID SAFETY PROTOCOLS AND A REGULAR TESTING CADENCE FOR ALL PERSONNEL. CONDUCTOR RODERICK COX MADE HIS COMPANY DEBUT LEADING THE SAN FRANCISCO OPERA ORCHESTRA IN A SEPARATE ORCHESTRA TENT AND WAS VISIBLE TO THE SINGERS THROUGH A SERIES OF MONITORS. THE MUSIC MADE BY THE SINGERS AND ORCHESTRA WERE MIXED LIVE AND BROADCAST TO THE CAR RADIOS OF ALL DRIVE-IN ATTENDEES.THE ADLERS: LIVE AT THE DRIVE-IN INCLUDED ALL 11 OF THE COMPANY'S RESIDENT ARTISTS, THE ADLER FELLOWS - SOPRANOS ANNE-MARIE MACINTOSCH, ELISA SUNSHINE, ESTHER TONEA, MEZZO-SOPRANO SIMONE MCINTOSH, TENORS ZHENGYI BAI, CHRISTOPHER COLMENERO, CHRISTOPHER OGLESBY, BARITONE TIMOTHY MURRAY AND BASS STEFAN EGERSTROM - PERFORMING ARIAS, ENSEMBLES AND SCENES IN COLLABORATION WITH PIANISTS KSENIIA POLSTIANKINA BARRAD AND ANDREW KING.THE COMPANY'S DIGITAL INITIATIVES LAUNCHED ON MARCH 11 WITH IN SONG: J'NAI BRIDGES, A 14-MINUTE VIDEO PORTRAIT OF THE MEZZO-SOPRANO THAT TAKES VIEWERS TO HER HOMETOWN OF TACOMA, WASHINGTON TO MEET HER "VILLAGE," THE ELDERS AND MEMBERS OF HER COMMUNITY WHO GUIDED BRIDGES' WAY. IN THE VIDEO, BRIDGES PERFORMS A MEDLEY OF SPIRITUALS AND SCHUMANN'S "WIDMUNG." IN SONG: PENE PATI FOLLOWED ON MAY 27 WITH A FEATURE FILMED ON LOCATION AT THE TENOR'S FAMILY HOME IN NEW ZEALAND AND INCLUDING PERFORMANCES OF A TRADITIONAL SAMOAN SONG AND TOSTI'S "SERENADE." ON JULY 24, THE THIRD FILM, IN SONG: JAMIE BARTON FEATURING BANJO VIRTUOSO BELA FLECK, WAS RELEASED. PROFILING THE MEZZO SOPRANO IN HER NATIVE GEORGIA, THE FILM CONTAINS PERFORMANCES CAPTURED IN NASHVILLE OF BARTON AND FLECK PERFORMING PURCELL'S "MUSIC FOR A WHILE AND THE BLUEGRASS ANTHEM "BURY ME BENEATH THE WEEPING WILLOW."THE NORTH STAGE DOOR PODCAST LAUNCHED IN APRIL WITH AN EPISODE CENTERED AROUND THE BARBER OF SEVILLE AND THE COMPANY'S RETURN TO LIVE PERFORMANCE. A SECOND EPISODE FOCUSED ON SAN FRANCISCO OPERA'S MOZART-DA PONTE TRILOGY FOLLOWED IN JULY. PODCAST GUESTS INCLUDED LUCAS MEACHEM, PATRICIA RACETTE, PETE DOCTER, CRAIG KAUSEN, NICOLE HEASTON, MICHAEL SUMUEL, CHARLES MC NEAL, MICHAEL CAVANAGH, KRISTI BROWN-MONTESANO, SHAWNA LUCEY, KATHLEEN SCHILTZ, AND DANIEL HANDLER. 2339952 1262947 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. 441141 127485 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. 373011 373011 37818814 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 219 0 1 603 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 78 77 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA MA NV NY OR UT WA X MICHAEL SIMPSON 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 941024509 SUSAN ANDERSON-NORBY DIRECTOR 1.00 X 0 0 0 HELEN BERGGRUEN DIRECTOR 1.00 X 0 0 0 DAWN YATES BLACK DIRECTOR 1.00 X 0 0 0 CLAIRE WRENN BOBROW DIRECTOR 1.00 X 0 0 0 ROMANA BRACCO DIRECTOR 1.00 X 0 0 0 XANADU BRUGGERS DIRECTOR & BRAVO! PRESIDENT 1.00 X 0 0 0 CAROL FRANC BUCK DIRECTOR 1.00 X 0 0 0 JACK CALHOUN DIRECTOR 1.00 X 0 0 0 BARBARA BRUSER CLARK DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT 1.00 X 0 0 0 VALERIE CRANE DORFMAN DIRECTOR 1.00 X 0 0 0 ARIF DAMJI DIRECTOR 1.00 X 0 0 0 JAYNE C DAVIS DIRECTOR 1.00 X 0 0 0 IRA DEARING DIRECTOR 1.00 X 0 0 0 JEROME L DODSON DIRECTOR 1.00 X 0 0 0 CAROL PUCCI DOLL DIRECTOR 1.00 X 0 0 0 DIXON DOLL DIRECTOR 1.00 X 0 0 0 PETER FENTON DIRECTOR 1.00 X 0 0 0 SARAH FENTON DIRECTOR 1.00 X 0 0 0 MARGARITA GANDIA DIRECTOR 1.00 X 0 0 0 SUSAN GRAHAM JOHNSTON DIRECTOR 1.00 X 0 0 0 LOUISE GUND DIRECTOR 1.00 X 0 0 0 JANE M HARTLEY DIRECTOR 1.00 X 0 0 0 I CRAIG HENDERSON MD DIRECTOR 1.00 X 0 0 0 JOHN HENDRICKSON DIRECTOR 1.00 X 0 0 0 DOREEN WOO HO DIRECTOR 1.00 X 0 0 0 CHARLES EDWARD HUDSON III DIRECTOR 1.00 X 0 0 0 SYLVIA HUGHES DIRECTOR 1.00 X 0 0 0 J BURGESS JAMIESON DIRECTOR 1.00 X 0 0 0 TIMOTHY F KAHN DIRECTOR 1.00 X 0 0 0 LAWRENCE A KERN DIRECTOR 1.00 X 0 0 0 MARK R KROLL DIRECTOR 1.00 X 0 0 0 KAREN J KUBIN DIRECTOR 1.00 X 0 0 0 SYLVIA R LINDSEY DIRECTOR 1.00 X 0 0 0 MRS CYNTHIA SNORF LIVERMORE DIRECTOR 1.00 X 0 0 0 HON RICHARD C LIVERMORE DIRECTOR 1.00 X 0 0 0 JAMES PATTERSON MCBAINE DIRECTOR 1.00 X 0 0 0 PATRICK MCCABE DIRECTOR 1.00 X 0 0 0 ANNE G MCWILLIAMS DIRECTOR 1.00 X 0 0 0 TERESA MEDEARIS DIRECTOR 1.00 X 0 0 0 HELEN MEYER DIRECTOR 1.00 X 0 0 0 JUSTIN MOORE DIRECTOR 1.00 X 0 0 0 MARYAM MUDUROGLU DIRECTOR & GUILD BOARD PRESIDENT 1.00 X 0 0 0 NANCY S MUELLER DIRECTOR 1.00 X 0 0 0 JANET NAPOLITANO DIRECTOR 1.00 X 0 0 0 BEN NELSON DIRECTOR 1.00 X 0 0 0 J BOYCE NUTE DIRECTOR 1.00 X 0 0 0 MASASHI OKA DIRECTOR 1.00 X 0 0 0 BERNARD OSHER DIRECTOR 1.00 X 0 0 0 JASON PHILLIPS DIRECTOR 1.00 X 0 0 0 MARY POLAND 8120-111720 DIRECTOR & GUILD BOARD PRESIDENT 1.00 X 0 0 0 ANNE BRANDEIS POPKIN DIRECTOR 1.00 X 0 0 0 MARY A POWELL DIRECTOR 1.00 X 0 0 0 RANDALL REYNOSO DIRECTOR 1.00 X 0 0 0 RICHARD J RIGG PHD DIRECTOR 1.00 X 0 0 0 CP RUSSELL DIRECTOR 1.00 X 0 0 0 BILL RUSSELL-SHAPIRO DIRECTOR 1.00 X 0 0 0 JACK SCHAFER DIRECTOR 1.00 X 0 0 0 RUTH A SHORT DIRECTOR 1.00 X 0 0 0 MRS GEORGE P CHARLOTTE SHULTZ DIRECTOR 1.00 X 0 0 0 WILLIAM ROSS STENSRUD DIRECTOR 1.00 X 0 0 0 MRS DIANNE MARIE TAUBE DIRECTOR 1.00 X 0 0 0 MRS DAVID T JOAN TRAITEL DIRECTOR 1.00 X 0 0 0 SOO VENKATESAN DIRECTOR 1.00 X 0 0 0 BARBARA MOLLER WARD DIRECTOR 1.00 X 0 0 0 MRS DIANE B WILSEY DIRECTOR 1.00 X 0 0 0 BARBARA A WOLFE DIRECTOR 1.00 X 0 0 0 MELINDA YEE FRANKLIN DIRECTOR 1.00 X 0 0 0 S SHARIQ YOSUFZAI DIRECTOR 1.00 X 0 0 0 WILLIAM M COUGHRAN JR OFFICER OF THE ASSN-TREASURER 5.00 X X 0 0 0 ROBERT A ELLIS OFFICER OF THE ASSN-VICE PRESIDENT 5.00 X X 0 0 0 LISA ERDBERG OFFICER OF THE ASSN-VICE PRESIDENT 5.00 X X 0 0 0 KEITH B GEESLIN OFFICER OF THE ASSN-PRESIDENT 5.00 X X 0 0 0 JOHN A GUNN OFFICER OF THE BOARD-CHAIRMAN 5.00 X X 0 0 0 GEORGE H HUME OFFICER OF THE BOARD-VICE CHAIRMAN 5.00 X X 0 0 0 FRANKLIN P JOHNSON JR OFFICER OF THE BOARD-CHAIRMAN EMERITUS 5.00 X X 0 0 0 THOMAS A LARSEN OFFICER OF THE ASSN-SECRETARY 5.00 X X 0 0 0 STEVEN MENZIES OFFICER OF THE BOARD-VICE CHAIRMAN 5.00 X X 0 0 0 KARL MILLS OFFICER OF THE BOARD-VICE CHAIRMAN 5.00 X X 0 0 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GENERAL DIRECTOR/CEO 60.00 X 386154 0 37999 MICHAEL SIMPSON OFFICER OF THE ASSN-CFO 60.00 X 299239 0 32220 REID W DENNIS OFFICER OF THE BOARD-CHAIRMAN EMERITUS 5.00 X 0 0 0 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY & AUDIENCES 60.00 X 344249 0 17994 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 60.00 X 238274 0 26972 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 60.00 X 199394 0 20214 LEE HELMS MANAGING DIRECTOR: OPERATIONS 60.00 X 164835 0 16466 KYLE POLITE DEPUTY DIRECTOR OF DEVELOPMENT 60.00 X 199979 0 22337 KATHRYN APPLETON DIRECTOR OF MARKETING 60.00 X 157516 0 20449 DAVID KADARAUCH ORCHESTRA MEMBER 60.00 X 242466 0 36468 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 60.00 X 242106 0 59911 SHERI GREENAWALD OPERA CENTER DIRECTOR 60.00 X 194044 0 26326 ERIC RUBIO CHIEF INFORMATION OFFICER 60.00 X 180405 0 9024 DARIN BURNETT PRODUCTION STAGE MANAGER 60.00 X 179592 0 33252 3028253 0 359632 53 0 1 0 BEVILACQUA & SONS INC 451 VICTORY AVE STE 5 S SAN FRANCISCO CA 94080 CONSTRUCTION 298165 DCM TELEMARKETING PO BOX 4707 SUNNYSIDE NY 11104 PROFESSIONAL SERVICES 292714 CLEAN A RAMA 526 COLUMBUS AVENUE 2ND FLOOR SAN FRANCISCO CA 94133 JANITORIAL SERVICES 209237 ARMANINO LLP PO BOX 888285 LOS ANGELES CA 90088 PROFESSIONAL SERVICES 204293 PALISADES MEDIA GROUP INC 1601 CLOVERFIELD BLVD STE 6000N SANTA MONICA CA 90404 MARKETING 184206 13 118283 4133791 54603694 22349164 58855768 SF OPERA CENTER 900099 1262947 1262947 TICKET SALES 900099 490918 490918 MEDIA 900099 127485 127485 321124 321124 2202474 5774670 5774670 69300 148486 0 96599 69300 51887 121187 51887 69300 61775964 48850025 12925939 12925939 12925939 11825 11654 171 171 PARKING FEES 812930 56013 56013 UBTI FROM PARTNERSHIPS 900099 -777733 -777733 -721720 79158489 2254361 -777733 18826093 2327056 726847 1051929 548280 26377256 21503132 3166506 1707618 2039986 1794471 194720 50795 8494480 7346976 921594 225910 -2498242 -2139821 -266724 -91697 282669 79687 186920 16062 262805 262805 201608 201608 488045 488045 753448 382666 357382 13400 183724 10550 173174 580561 206871 244876 128814 742691 5317 737374 10920 10920 2277475 1238194 972383 66898 246788 222583 4525 19680 6091 6091 66293 66293 2832765 1090060 1742705 458456 46547 411909 MARKETING/PROMOTION 4636490 4266159 300362 69969 PRODUCTION MATERIALS 906150 843505 62645 STORAGE & MOVING 236516 236361 155 BAD DEBT EXPENSES 88705 20 88685 171820 -58302 39676 190446 52174556 37818814 11119274 3236468 7440279 6315404 26615619 36025930 16598279 13547100 282910 1704277 99073 87892 16055 134915 50888068 31385309 21269435 19502759 191021351 254276566 18178835 27539603 6436644 10649668 287958480 369784114 2997436 1872302 5766057 13356819 0 5500000 9872557 8147639 18636050 28876760 X 30025002 30097396 239297428 310809958 269322430 340907354 287958480 369784114 X 26983933 44853459 -252468 X X 0 1 X 1 0 X 70653907 54283871 55957342 69004896 58855768 308755784 70653907 54283871 55957342 69004896 58855768 308755784 79342083 229413701 2823548 3911661 4267687 5789976 5774670 22567542 63708 39597 6195 31306 0 140806 420767 384791 312665 205390 67838 1391451 332855583 81367477 0.68920 0.70270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PARKING FEES - 2016 AMOUNT: $ 114,618. 2017 AMOUNT: $ 105,152. 2018 AMOUNT: $ 124,394. 2019 AMOUNT: $ 102,709. 2020 AMOUNT: $ 56,013. FUNDRAISING PROCEEDS - 2016 AMOUNT: $ 63,569. 2017 AMOUNT: $ 29,610. 2018 AMOUNT: $ 25,890. INVENTORY PROCEEDS - 2016 AMOUNT: $ 242,580. 2017 AMOUNT: $ 250,029. 2018 AMOUNT: $ 162,381. 2019 AMOUNT: $ 102,681. 2020 AMOUNT: $ 11,825. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244771266 22229840 56336530 11281858 312055778 224747644 26192509 8899667 15068554 244771266 226288157 13980767 5053554 20574834 224747644 208273454 13774227 13001279 8760803 226288157 174830510 31390183 16968396 14915635 208273454 0.08655 0.75454 0.15890 1 0 23537202 8809745 14727457 27315834 22540532 4775302 35032 35032 0 19502759 LIMITED PARTNERSHIP - REAL ESTATE 107276 F LIMITED PARTNERSHIP - INFLATION HEDGE 803608 F LIMITED PARTNERSHIP - PRIVATE EQUITY 26221663 F LIMITED PARTNERSHIP - REAL ESTATE (250 POST STREET) 407056 C 27539603 DEFERRED REVENUE - POOLED INCOME FUNDS 118689 DEFERRED SHORT TERM COMPENSATION AND OTHER 183878 DEFERRED LONG TERM COMPENSATION AND OTHER 7845072 8147639 X 123509118 44853459 138781 -261819 44730421 78778697 488045 -108253 379792 79158489 51924194 138781 360721 499502 51424692 488045 261819 749864 52174556 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 NOT-FOR-PROFIT 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 THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME -261,819. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -96,599. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -11,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 11,654. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 252,468. RENTAL EXPENSES 96,599. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME 261,819. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PASSIVE INVESTMENTS 744941 0 0 0 0 0 0 744941 0 744941 1 0 0 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 DCM TELEMARKETING PO BOX 4707 SUNNYSIDE NY 11104 ANNUAL GIVING 0 449290 200296 248994 449290 200296 248994 AZ CA MA NV NY OR UT WA X X X X X 0 0 0 0 0 0 0 0 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GENERAL DIRECTOR 385286 0 0 0 868 0 17100 0 20899 0 424153 0 0 0 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY & AU 324749 0 0 0 19500 0 17100 0 894 0 362243 0 0 0 MICHAEL SIMPSON OFFICER OF THE ASSN-CFO 273239 0 0 0 26000 0 19950 0 12270 0 331459 0 0 0 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 222738 0 0 0 19368 0 25023 0 34888 0 302017 0 0 0 DAVID KADARAUCH ORCHESTRA MEMBER 71272 0 145194 0 26000 0 11884 0 24584 0 278934 0 0 0 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 214200 0 0 0 24074 0 14702 0 12270 0 265246 0 0 0 KYLE POLITE DEPUTY DIRECTOR OF DEVELOPMENT 186987 0 0 0 12992 0 10258 0 12079 0 222316 0 0 0 SHERI GREENAWALD OPERA CENTER DIRECTOR 180689 0 0 0 13355 0 14056 0 12270 0 220370 0 0 0 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 185980 0 0 0 13414 0 12251 0 7963 0 219608 0 0 0 DARIN BURNETT PRODUCTION STAGE MANAGER 161633 0 0 0 17959 0 17959 0 15293 0 212844 0 0 0 ERIC RUBIO CHIEF INFORMATION OFFICER 173170 0 0 0 7235 0 8130 0 894 0 189429 0 0 0 LEE HELMS MANAGING DIRECTOR: OPERATIONS 150801 0 0 0 14034 0 8503 0 7963 0 181301 0 0 0 KATHRYN APPLETON DIRECTOR OF MARKETING 138016 0 0 0 19500 0 8179 0 12270 0 177965 0 0 0 PART I, LINE 1A CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. MARY POWELL DIRECTOR 9183 FLORAL SERVICES - MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. 0 X 102 22102071 FMV AT DATE OF GIFT X COSTUMES/PROPS 8 247093 FMV AT DATE OF GIFT 0 0 1 1 PART I, COLUMN (B): ALL CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED. SCHEDULE M, PART I, COLUMN (B), LINE 9: STOCK CONTRIBUTIONS REPRESENTED THE NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. DURING THE COURSE OF SOLICITATION, 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. FORM 990, PART VI, SECTION A, LINE 2 THOMAS A. LARSEN, OFFICER AND SECRETARY, HAS A BUSINESS RELATIONSHIP WITH GEORGE H. HUME, OFFICER AND VICE CHAIR. CAROL PUCCI DOLL, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH DIXON DOLL, DIRECTOR. THOMAS A. LARSEN, OFFICER AND SECRETARY, HAS A BUSINESS RELATIONSHIP WITH JOHN A. GUNN, DIRECTOR AND CHAIRMAN. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH C.P. RUSSELL, DIRECTOR. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH FRANKLIN P. JOHNSON, JR., OFFICER AND CHAIRMAN EMERITUS. KARL MILLS, OFFICER AND VICE CHAIR, HAS A BUSINESS RELATIONSHIP WITH VARIOUS DIRECTORS, VIA AN INVESTMENT ADVISORY FIRM AND ONE DIRECTOR IS A SHAREHOLDER. WILLIAM M. COUGHRAN, JR., OFFICER AND TREASURER, HAS A BUSINESS RELATIONSHIP WITH KEITH B. GEESLIN, OFFICER AND PRESIDENT. 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. FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS OF THE SAN FRANCISCO OPERA ASSOCIATION WERE AMENDED ON MARCH 18, 2021, TO INCLUDE THE FOLLOWING CHANGES: SECTION 3.07 - DEFINES SUCCESSIVE TERMS FOR DIRECTORS. 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. ANY REPORTED CONFLICTS ARE REVIEWED AND RESOLVED PROMPTLY. 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 GUIDESTAR WEBSITE (WWW.GUIDESTAR.ORG). FORM 990, PART XI, LINE 9: DONATED PROPERTY -EXPENSED OVER USEFUL LIFE -252,468. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE ROLE 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. CHARITABLE REMAINDER TRUSTS (10) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 POOLED INCOME FUNDS (7) 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0