2021-06-09T14:28:50-05:00 2020-07-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-08-01 940836240 SAN FRANCISCO OPERA ASSOCIATION SANF 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 MATTHEW SHILVOCK CEO 4155653295 2021-06-03 1 KATY BROWN P00650274 9257902600 2021-06-03 2019 2022-09-23 18:48:47Z MATTHEW SHILVOCK 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 132898853 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. 72 71 872 622 31306 0 55957342 69004896 19733754 11871069 10053278 7230405 289561 147761 86033935 88254131 0 0 0 0 57819704 52951120 320539 228436 3766574 19784194 17258039 77924437 70437595 8109498 17816536 272298969 287958480 22700166 18636050 249598803 269322430 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 50228963 10341482 PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - SAN FRANCISCO OPERA'S 97TH SEASON FEATURED 35 MAINSTAGE PERFORMANCES OF FIVE STAGED PRODUCTIONS, FOUR OF WHICH WERE NEW TO THE WAR MEMORIAL OPERA HOUSE, A ROSTER OF INTERNATIONALLY RENOWNED ARTISTS, AND NUMEROUS CONCERTS, RECITALS, WORKSHOPS, COMMUNITY ENGAGEMENT EVENTS ATTRACTING MORE THAN 81,000 INDIVIDUALS. EIGHT PRODUCTIONS WERE PLANNED, BUT WITH THE CANCELLATION OF THE SUMMER 2020 SEASON DUE TO THE COVID-19 PANDEMIC THREE SCHEDULED PRODUCTIONS - ERNANI, PARTENOPE, AND THE (R)EVOLUTION OF STEVE JOBS - WERE CANCELLED. IN APRIL 2020, THE COMPANY PIVOTED TO STREAMING OPERA TITLES FROM ITS ARCHIVES AND IN JULY PRODUCED CELEBRATING THE SUMMER SEASON, A VIRTUAL EVENT FEATURING PERFORMANCES AND CONVERSATIONS WITH ARTISTS FROM THE CANCELED SUMMER OFFERINGS ATTRACTING MORE THAN 176,000 INDIVIDUALS. HIGHLIGHTS OF THE COMPANY'S 2019-20 SEASON INCLUDED A NEW SAN FRANCISCO OPERA PRODUCTION OF MOZART'S THE MARRIAGE OF FIGARO AS THE OPENING INSTALLMENT OF A TRILOGY OF ORIGINAL STAGINGS TO BE UNVEILED IN THE COMING YEARS OF THE THREE MOZART AND DA PONTE OPERAS BY THE SAME CREATIVE TEAM HEADED BY DIRECTOR MICHAEL CAVANAGH; AND A NEW CO-PRODUCTION WITH LONDON'S ROYAL OPERA OF HUMPERDINCK'S HANSEL AND GRETEL BY DIRECTOR AND DESIGNER ANTONY MCDONALD PRESENTED DURING THE HOLIDAY SEASON IN A STORYBOOK SETTING AND PERFORMED IN ENGLISH. THE SEASON OPENED WITH GOUNOD'S ROMEO AND JULIET, RETURNING TO SAN FRANCISCO OPERA AFTER A 30-YEAR ABSENCE IN OPERA DE MONTE-CARLO DIRECTOR JEAN-LOUIS GRINDA'S RENAISSANCE-FLAVORED STAGING, AND STARRING RISING ARTISTS PENE PATI AND NADINE SIERRA IN THE TITLE ROLES. MICHAEL GRANDAGE'S VISION FOR BILLY BUDD, FIRST STAGED TO GREAT ACCLAIM AT THE GLYNDEBOURNE FESTIVAL, SAILED INTO THE WAR MEMORIAL OPERA HOUSE WITH A POWERFUL, ALL-MALE CAST LED BY WILLIAM BURDEN AS CAPTAIN VERE AND JOHN CHEST IN HIS COMPANY DEBUT AS THE TITLE ROLE. LIANNA HAROUTOUNIAN AND BRIAN JAGDE STARRED IN PUCCINI'S MANON LESCAUT, WHICH ALSO FEATURED THE RETURN OF FORMER SAN FRANCISCO OPERA MUSIC DIRECTOR NICOLA LUISOTTI TO THE PODIUM. THE VIRTUAL CELEBRATING THE SUMMER SEASON EVENT INCLUDED EUN SUN KIM, LOUISE ALDER, MASON BATES, MICHELLE BRADLEY, JAKUB JOZEF ORLINSKI, RUSSELL THOMAS, AND A PERFORMANCE OF "I LEFT MY HEART IN SAN FRANCISCO" BY THE SAN FRANCISCO OPERA CHORUS AND THE COMPANY'S RESIDENT ARTISTS, THE ADLER FELLOWS.FOR THE 2019-20 SEASON, SAN FRANCISCO OPERA FEATURED MANY OTHER LEADING OPERATIC ARTISTS INCLUDING SOPRANOS JEANINE DE BIQUE, AMINA EDRIS, NICOLE HEASTON, NATALIE IMAGE, SERENA MALFI, AND HEIDI STOBER; MEZZO-SOPRANOS SASHA COOKE, ASHLEY DIXON, EVE GIGLIOTTI, STEPHANIE LAURICELLA, AND MICHAELA MARTENS; TENORS ZHENGYI BAI, SEOKJONG BAEK, ROBERT BRUBAKER, CHRISTOPHER COLMENERO, RAFAEL DAVILA, DANIEL MONTENEGRO, CHRISTOPHER OGLESBY, AND BRENTON RYAN; BARITONES HADLEIGH ADAMS, ANTHONY CLARK EVANS, LUCAS MEACHEM, TIMOTHY MIX, LEVENTE MOLNAR, EDWARD NELSON, SYDNEY OUTLAW, KENNETH OVERTON, AND MICHAEL SUMUEL; BASS-BARITONES PHILIP HORST, CHRISTIAN PURSELL, PHILIP SKINNER, WAYNE TIGGES, CHRISTIAN VAN HORN, AND ALFRED WALKER; BASS JAMES CRESWELL; CONDUCTORS YVES ABEL, CHRISTOPHER FRANKLIN, HENRIK NANASI, AND LAWRENCE RENES; AND SAN FRANCISCO OPERA CHORUS DIRECTOR IAN ROBERTSON. FOR THE 46TH YEAR, THE OPERA HELD ITS OPERA AT THE PARK CONCERT AT ROBIN WILLIAMS MEADOW IN GOLDEN GATE PARK FEATURING SOLOISTS AND CONDUCTORS FROM THE FALL SEASON, AND THE COMPANY'S POPULAR OPERA AT THE BALLPARK RETURNED WITH A FREE SIMULCAST OF ROMEO AND JULIET TO THE SCOREBOARD AT ORACLE PARK, HOME OF THE SAN FRANCISCO GIANTS. ADDITIONALLY, THE SAN FRANCISCO OPERA CHORUS WAS FEATURED IN CONCERT AT THE DIANE B. WILSEY CENTER FOR OPERA; THE ANNUAL SCHWABACHER RECITAL SERIES, IN COLLABORATION WITH MEROLA OPERA PROGRAM AND THE SAN FRANCISCO OPERA CENTER, PROVIDED TWO SHOWCASES FOR YOUNG ARTISTS AND THE ADLER FELLOWS (2 OF THE RECITALS WERE CANCELED ON ACCOUNT OF THE PANDEMIC); AND EUN SUN KIM CONDUCTED THE FUTURE IS NOW ADLER FELLOWS CONCERT DAYS AFTER BEING NAMED CAROLINE H. HUME MUSIC DIRECTOR. THROUGHOUT THE 2019-20 SEASON, NUMEROUS EDUCATIONAL PERFORMANCES, WORKSHOPS/TRAINING PROGRAMS FOR TEACHERS AND ADULTS, AND OPERA OUTREACH EVENTS WERE HELD REACHING THOUSANDS OF INDIVIDUALS. 1915601 592224 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. 696813 0 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. 899351 899351 52841377 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 1 300 0 1 872 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 72 71 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 ANNE G MCWILLIAMS DIRECTOR 1.00 X 0 0 0 ANNE BRANDEIS POPKIN DIRECTOR 1.00 X 0 0 0 BARBARA BRUSER CLARK10119-73120 DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT 1.00 X 0 0 0 BARBARA A WOLFE DIRECTOR 1.00 X 0 0 0 BARBARA MOLLER WARD DIRECTOR 1.00 X 0 0 0 BEN NELSON DIRECTOR 1.00 X 0 0 0 BERNARD OSHER DIRECTOR 1.00 X 0 0 0 BILL RUSSELL-SHAPIRO DIRECTOR 1.00 X 0 0 0 CP RUSSELL DIRECTOR 1.00 X 0 0 0 CARLYN CLAUSE LEFT 10119 DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT 1.00 X 0 0 0 CAROL FRANC BUCK DIRECTOR 1.00 X 0 0 0 CAROL PUCCI DOLL DIRECTOR 1.00 X 0 0 0 CHARLES EDWARD HUDSON III DIRECTOR 1.00 X 0 0 0 DAWN YATES BLACK DIRECTOR 1.00 X 0 0 0 DIANE B WILSEY DIRECTOR 1.00 X 0 0 0 DIANNE MARIE TAUBE DIRECTOR 1.00 X 0 0 0 DIXON R DOLL DIRECTOR 1.00 X 0 0 0 DOREEN WOO HO DIRECTOR 1.00 X 0 0 0 HELEN BERGGRUEN DIRECTOR 1.00 X 0 0 0 HELEN MEYER DIRECTOR 1.00 X 0 0 0 I CRAIG HENDERSON MD DIRECTOR 1.00 X 0 0 0 IRA DEARING DIRECTOR 1.00 X 0 0 0 J BOYCE NUTE DIRECTOR 1.00 X 0 0 0 J BURGESS JAMIESON DIRECTOR 1.00 X 0 0 0 JACK CALHOUN DIRECTOR 1.00 X 0 0 0 JACK SCHAFER DIRECTOR 1.00 X 0 0 0 JAMES PATTERSON MCBAINE DIRECTOR 1.00 X 0 0 0 JANE M HARTLEY DIRECTOR 1.00 X 0 0 0 JEROME L DODSON DIRECTOR 1.00 X 0 0 0 JOHN HENDRICKSON DIRECTOR 1.00 X 0 0 0 JUSTIN MOORE DIRECTOR 1.00 X 0 0 0 KAREN J KUBIN DIRECTOR 1.00 X 0 0 0 LAWRENCE A KERN DIRECTOR 1.00 X 0 0 0 LOUISE GUND DIRECTOR 1.00 X 0 0 0 MARGARITA GANDIA DIRECTOR 1.00 X 0 0 0 MARK R KROLL DIRECTOR 1.00 X 0 0 0 MARY POLAND DIRECTOR & GUILD BOARD PRESIDENT 1.00 X 0 0 0 MARY A POWELL DIRECTOR 1.00 X 0 0 0 MASASHI OKA DIRECTOR 1.00 X 0 0 0 MELINDA YEE FRANKLIN DIRECTOR 1.00 X 0 0 0 MRS DAVID T JOAN TRAITEL DIRECTOR 1.00 X 0 0 0 MRS GEORGE P CHARLOTTE SHULTZ DIRECTOR 1.00 X 0 0 0 TERESA MEDEARIS DIRECTOR 1.00 X 0 0 0 MRS PETER W JAYNE DAVIS DIRECTOR 1.00 X 0 0 0 NANCY S MUELLER DIRECTOR 1.00 X 0 0 0 PATRICK MCCABE DIRECTOR 1.00 X 0 0 0 PETER FENTON DIRECTOR 1.00 X 0 0 0 PHILIP M JELLEY DIRECTOR (LEFT 12/31/19) 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 ROMANA BRACCO DIRECTOR 1.00 X 0 0 0 RUTH A SHORT DIRECTOR 1.00 X 0 0 0 SALLY FENTON DIRECTOR 1.00 X 0 0 0 S SHARIQ YOSUFZAI DIRECTOR 1.00 X 0 0 0 SHANNON ELIOT LEFT 1120 DIRECTOR & BRAVO! BOARD PRESIDENT 1.00 X 0 0 0 SOO VENKATESAN DIRECTOR 1.00 X 0 0 0 SYLVIA HUGHES DIRECTOR 1.00 X 0 0 0 SYLVIA R LINDSEY DIRECTOR 1.00 X 0 0 0 STEPHEN S KAHNG DIRECTOR (LEFT 10/1/19) 1.00 X 0 0 0 SUSAN ANDERSON-NORBY DIRECTOR 1.00 X 0 0 0 SUSAN GRAHAM JOHNSTON DIRECTOR 1.00 X 0 0 0 TIMOTHY BLACKBURN DIRECTOR 1.00 X 0 0 0 TIMOTHY F KAHN DIRECTOR 1.00 X 0 0 0 XANADU BRUGGERS1120-73120 DIRECTOR & BRAVO! PRESIDENT 1.00 X 0 0 0 WILLIAM R STENSRUD DIRECTOR 1.00 X 0 0 0 WILLIAM M COUGHRAN JR OFFICER OF THE ASSOCIATION - TREASURER 5.00 X X 0 0 0 ROBERT A ELLIS OFFICER OF THE ASSOCIATION - VICE PRESIDENT 5.00 X X 0 0 0 LISA ERDBERG OFFICER OF THE ASSOCIATION - VICE PRESIDENT 5.00 X X 0 0 0 KEITH B GEESLIN OFFICER OF THE ASSOCIATION - 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 ASSOCIATION - SECRETARY 5.00 X X 0 0 0 STEVEN MENZIES OFFICER OF THE BOARD - VICE CHAIRMAN 5.00 X X 0 0 0 KARL O MILLS OFFICER OF THE BOARD - VICE CHAIRMAN 5.00 X X 0 0 0 REID W DENNIS OFFICER OF THE BOARD - CHAIRMAN EMERITUS 5.00 X 0 0 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GEN DIRECTOR & CEO 60.00 X 419614 0 36874 MICHAEL T W SIMPSON OFFICER OF THE ASSN-CFO 60.00 X 312966 0 30334 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY AND AUDIENCES 60.00 X 355988 0 23047 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 60.00 X 249805 0 25989 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 60.00 X 208812 0 20389 LEE HELMS MANAGING DIRECTOR: OPERATIONS 60.00 X 172303 0 16462 LISA BULLARD LEFT 101719 CHIEF MARKETING OFFICER 60.00 X 233476 0 17593 KYLE POLITE DEPUTY DIRECTOR OF DEVELOPMENT 60.00 X 196060 0 14205 LORI HARRISON MASTER OF PROPS 60.00 X 199385 0 49647 DAVID HATCH MASTER CARPENTER 60.00 X 233058 0 58031 LEON PARSONS MASTER ELECTRICIAN 60.00 X 193841 0 48284 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 60.00 X 246310 0 61331 KAY STERN ORCHESTRA CONCERTMASTER 60.00 X 189482 0 56755 3211100 0 458941 97 0 1 0 PALISADES MEDIA GROUP INC 1601 CLOVERFIELD BLVD STE 6000N SANTA MONICA CA 90404 MARKETING 712408 DCM TELEMARKETING 261 WEST 35TH STREET STE 600 NEW YORK NY 10001 PROFESSIONAL SERVICES 516207 SMYTHE & SON 900 CHESTNUT STREET 406 SAN FRANCISCO CA 94109 PROFESSIONAL SERVICES/PRINTING 411547 MOGO MARKETING & MEDIA INC 21 TAMAL VISTA BLVD STE 207 CORTE MADERA CA 94925 MARKETING 401539 FIRST CLASS PLUS 214 RYAN WAY SOUTH SAN FRANCISCO CA 94080 MAILING CENTER 366248 17 549564 8270774 60184558 16294915 69004896 TICKET SALES 900099 10341482 10341482 SF OPERA CENTER 900099 592224 592224 937363 937363 11871069 5708795 5708795 39600 41581 0 79593 39600 -38012 1588 -38012 39600 45996216 44474606 1521610 1521610 1521610 102681 90523 12158 12158 PARKING FEES 812930 102709 102709 UBTI FROM PARTNERS 900099 31306 31306 134015 88254131 11833057 31306 7384872 2209294 689859 1027256 492179 37298500 32242538 3341631 1714331 3194740 2939659 195966 59115 7459471 6763498 578768 117205 2789115 2372084 310380 106651 110562 68517 41246 799 215000 215000 228436 228436 436368 436368 1043808 204831 806420 32557 871195 19963 851232 1534037 418706 960381 154950 659406 3736 655670 204270 204270 2476900 1411158 991081 74661 1256187 940747 17810 297630 15508 12809 2699 55728 8478 47250 3175398 1276579 1898819 447643 45523 402120 PRODUCTION MATERIALS 1854945 1791009 63936 MARKETING/PROMOTION 1576278 193384 969698 413196 STORAGE & MOVING 236085 235187 898 1088721 998842 15015 74864 70437595 52841377 13829644 3766574 47066 7440279 18834350 26615619 21167901 16598279 599926 282910 120101 99073 263427 16055 49821978 28552543 23261624 21269435 189147972 191021351 9247603 18178835 9608999 6436644 272298969 287958480 3414055 2997436 10533914 5766057 8752197 9872557 22700166 18636050 X 28962633 30025002 220636170 239297428 249598803 269322430 272298969 287958480 X 17816536 2022827 -115736 X X 0 1 X 1 0 X 39734645 70653907 54283871 55957342 69004896 289634661 39734645 70653907 54283871 55957342 69004896 289634661 71208436 218426225 2510729 2823548 3911661 4267687 5789976 19303601 63708 39597 6195 31306 140806 454696 420767 384791 312665 205390 1778309 310857377 104169991 0.70270 0.69830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PARKING FEES - 2015 AMOUNT: $ 103,263. 2016 AMOUNT: $ 114,618. 2017 AMOUNT: $ 105,152. 2018 AMOUNT: $ 124,394. 2019 AMOUNT: $ 102,709. FUNDRAISING PROCEEDS - 2015 AMOUNT: $ 133,325. 2016 AMOUNT: $ 63,569. 2017 AMOUNT: $ 29,610. 2018 AMOUNT: $ 25,890. 2019 AMOUNT: $ 0. INVENTORY PROCEEDS - 2015 AMOUNT: $ 218,108. 2016 AMOUNT: $ 242,580. 2017 AMOUNT: $ 250,029. 2018 AMOUNT: $ 162,381. 2019 AMOUNT: $ 102,681. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 224747644 26192509 8899667 15068554 244771266 226288157 13980767 5053554 20574834 224747644 208273454 13774227 13001279 8760803 226288157 174830510 31390183 16968396 14915635 208273454 182447725 3924736 3055950 14597901 174830510 0.08440 0.88910 0.02650 1 0 23462321 7749310 15713011 26324625 20768201 5556424 35032 35032 0 21269435 LIMITED PARTNERSHIP - REAL ESTATE 10531313 F LIMITED PARTNERSHIP - INFLATION HEDGE 625350 F LIMITED PARTNERSHIP - PRIVATE EQUITY 6615116 F LIMITED PARTNERSHIP - REAL ESTATE (250 POST STREET) 407056 C 18178835 DEFERRED REVENUE - POOLED INCOME FUNDS 61804 CAPITAL LEASE OBLIGATIONS - ST 104374 DEFERRED SHORT TERM COMPENSATION AND OTHER 569681 PAYCHECK PROTECTION PROGRAM LOAN 1433791 DEFERRED LONG TERM COMPENSATION AND OTHER 7702907 9872557 X 90652185 2022827 586042 48023 2656892 87995293 436368 -177530 258838 88254131 70928558 586042 293266 879308 70049250 436368 -48023 388345 70437595 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 48,023. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -97,937. RENTAL EXPENSES -79,593. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 97,937. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 115,736. RENTAL EXPENSES 79,593. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME -48,023. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENT 279004 0 0 0 0 0 0 279004 0 279004 1 0 0 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 DCM TELEMARKETING 261 WEST 35TH STREET SUITE 600 NEW YORK NY 10001 ANNUAL GIVING 0 521877 224733 297144 521877 224733 297144 AZ CA MA NV NY OR UT WA X X X X X 1 0 0 0 0 0 0 0 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GEN DIRECTOR & C 410965 0 0 0 8649 0 16800 0 20074 0 456488 0 0 0 MICHAEL T W SIMPSON OFFICER OF THE ASSN-CFO 287966 0 0 0 25000 0 19600 0 10734 0 343300 0 0 0 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY AND 336988 0 0 0 19000 0 16800 0 6247 0 379035 0 0 0 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 231606 0 0 0 18199 0 15255 0 10734 0 275794 0 0 0 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 201878 0 0 0 6934 0 12712 0 7677 0 229201 0 0 0 LEE HELMS MANAGING DIRECTOR: OPERATIONS 158315 0 0 0 13988 0 8785 0 7677 0 188765 0 0 0 LISA BULLARD LEFT 101719 CHIEF MARKETING OFFICER 166382 0 0 0 67094 0 8841 0 8752 0 251069 0 0 0 KYLE POLITE DEPUTY DIRECTOR OF DEVELOPMENT 188512 0 0 0 7548 0 3550 0 10655 0 210265 0 0 0 LORI HARRISON MASTER OF PROPS 199385 0 0 0 0 0 20736 0 28911 0 249032 0 0 0 DAVID HATCH MASTER CARPENTER 233058 0 0 0 0 0 24238 0 33793 0 291089 0 0 0 LEON PARSONS MASTER ELECTRICIAN 193841 0 0 0 0 0 20167 0 28117 0 242125 0 0 0 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 227310 0 0 0 19000 0 25616 0 35715 0 307641 0 0 0 KAY STERN ORCHESTRA CONCERTMASTER 189482 0 0 0 0 0 21195 0 35560 0 246237 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. PART I, LINE 4A LISA BULLARD RECEIVED A TOTAL SEVERANCE PAYMENT IN THE AMOUNT OF $55,266 DURING THE 2019 CALENDAR YEAR AND THE PAYMENT WAS INCLUDED ON HER 2019 FORM W-2 AND ALSO REPORTED ON SCHEDULE J, PART II, LINE 2, COLUMN B(III). MARY POWELL DIRECTOR 17479 FLORAL SERVICES - MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. 0 X 92 16018783 FMV AT DATE OF GIFT X AUDIO EQUIPMENT 1 136940 FMV AT DATE OF GIFT X FOOD/BEVERAGE 4 73666 FMV AT DATE OF GIFT X COSTUMES/PROPS 1 3800 FMV AT DATE OF GIFT X FLOWERS 1 1670 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 I, LINE 6: VOLUNTEERS: VOLUNTEERS INCLUDE 307 USHERS, 247 GUILD VOLUNTEERS, 13 ARCHIVE VOLUNTEERS, 11 ARTISTIC DEPARTMENT VOLUNTEERS, AND 44 LIGHTWALKERS. 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 R. 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 O. 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. FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS OF THE SAN FRANCISCO OPERA ASSOCIATION WERE AMENDED ON APRIL 10, 2020, TO INCLUDE THE FOLLOWING CHANGES: SECTION 4.01 - GIVES ANY OFFICER AUTHORITY TO SIGN ANY DULY ADOPTED RESOLUTION IN THE EVENT THE SECRETARY IS UNAVAILABLE. 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 THE OPERA HAS A WRITTEN COMPENSATION POLICY. THERE IS AN ANNUAL REVIEW OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY THE COMPENSATION COMMITTEE. THE COMMITTEE IS COMPOSED ENTIRELY OF 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 -115,736. 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 (8) 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