2025-08-05T13:59:40-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-10-01 850131810 THE SANTA FE OPERA SANT 5059865955 PO BOX 2408 SANTA FE NM 87504 HEATHER KEMP CHIEF FINANCIAL OFFICER 5059865955 2025-08-04 1 1 PAMELA ALEXANDERSON P01218925 5058787200 2025-08-04 2023 2025-03-06 01:10:19Z LYNN LOACKER PO BOX 2408 SANTA FE NM 87504 41231213 0 X HTTPS://WWW.SANTAFEOPERA.ORG/ X 1957 NM TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION OF THE OPERATIC ART FORM. 44 44 698 445 461669 45824 19280868 16864537 10311048 10629740 7131819 6156050 574677 1435176 37298412 35085503 0 0 0 0 14196724 14577289 0 0 2091180 16770474 17174198 30967198 31751487 6331214 3334016 168375000 191229651 2501006 2821238 165873994 188408413 X TO FURTHER THE OPERATIC ART FORM BY PRESENTING ENSEMBLE PERFORMANCES OF THE HIGHEST QUALITY IN A VARIED REPERTOIRE OF NEW AS WELL AS RARELY PERFORMED AND STANDARD WORKS, TO ENSURE EXCELLENCE OF OPERA'S FUTURE THROUGH ITS APPRENTICE PROGRAMS FOR ARTISTS, TECHNICIANS AND ARTS ADMINISTRATORS, AND TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION FOR OPERA IN THE COMMUNITY BY OUTREACH TO A DIVERSE PUBLIC. 0 0 23061116 10443196 ONE OF THE NATION'S MOST IMPORTANT SUMMER FESTIVALS, THE SANTA FE OPERA IS PRAISED FOR ITS INNOVATIVE REPERTORY AND HIGH STANDARDS OF EXCELLENCE. THERE WERE APPROXIMATELY 65,031 ATTENDEES OF THE 2024 SEASON. THE 2024 SEASON INCLUDED A TOTAL OF 38 PERFORMANCES OF FIVE FULLY STAGED OPERAS, INCLUDING: "LA TRAVIATA," COMPOSED BY GIUSEPPE VERDI WITH LIBRETTO BY FRANCESCO MARIA PIAVE; "DON GIOVANNI" COMPOSED BY WOLFGANG AMADEUS MOZART WITH LIBRETTO BY LORENZO DA PONTE; THE WORLD PREMIERE OF "THE RIGHTEOUS," COMPOSED BY GREGORY SPEARS WITH LIBRETTO BY TRACY K SMITH; "DER ROSENKAVALIER," COMPOSED BY RICHARD STRAUSS WITH LIBRETTO BY HUGO VON HOFMANNSTHAL; AND "THE ELIXIR OF LOVE" COMPOSED BY GAETANO DONIZETTI WITH LIBRETTO BY FELICE ROMANI. IN ADDITION, THERE WERE TWO PERFORMANCES OF APPRENTICE SCENES PERFORMED BY THE SANTA FE OPERA SINGING APPRENTICES AND DESIGNED AND CREATED BY THE SANTA FE OPERA TECHNICAL APPRENTICES. 1370708 534682 DURING THE OPERA'S 2024 FISCAL YEAR, COMMUNITY ENGAGEMENT PROGRAMS SERVED APPROXIMATELY 26,511 INDIVIDUALS IN-PERSON AND VIRTUALLY, INCLUDING 23,019 ADULTS AND 3,492 YOUTHS IN PERSON. ADDITIONALLY 445 VOLUNTEERS ENGAGED WITH THE OPERA BOTH ON SITE AND IN SURROUNDING COMMUNITIES CONTRIBUTING 14,143 VOLUNTEER HOURS. THE OPERA HAS CONTINUED PROVIDING PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS IN 4 NM SCHOOL DISTRICTS AND RESIDENCIES FOR STUDENTS FOCUSING ON ARTS INTEGRATION AND STUDENT PRODUCED OPERAS IN 3 OF THOSE SCHOOL DISTRICTS. 24431824 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 297 0 1 698 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NM NY X X THE ORGANIZATION 5059865955 301 OPERA DRIVE SANTA FE NM 87506 SUSAN G MARINEAU CHAIR 5.00 X X 0 0 0 FREDERICK R HAAS VICE CHAIR 5.00 X X 0 0 0 BRUCE CHEMEL SECRETARY 5.00 X X 0 0 0 JOHN M HAUPERT TREASURER 5.00 X X 0 0 0 ROBERT J VLADEM FIRST VICE PRESIDENT 5.00 X X 0 0 0 SARAH BILLINGHURST SOLOMON VICE PRESIDENT 5.00 X X 0 0 0 EUGENE E STARK JR VICE PRESIDENT 1.00 X X 0 0 0 LYNN LOACKER PRESIDENT 5.00 X X 0 0 0 MEG BOULWARE DIRECTOR 1.00 X 0 0 0 JOSEPH M BRYAN JR DIRECTOR 1.00 X 0 0 0 J BRUCE BUGG JR DIRECTOR 1.00 X 0 0 0 SUSAN ESCO CHANDLER DIRECTOR 1.00 X 0 0 0 RICHARD H DAVIS DIRECTOR 1.00 X 0 0 0 DAVID B DILLARD DIRECTOR 1.00 X 0 0 0 EIVIND K DJUPEDAL DIRECTOR 1.00 X 0 0 0 REBECCA J DUNCAN DIRECTOR 1.00 X 0 0 0 DAVID F ERTEL DIRECTOR 1.00 X 0 0 0 A CHARLES FORTE DIRECTOR 1.00 X 0 0 0 PETER B FRANK DIRECTOR 1.00 X 0 0 0 EDWARD T GARCIA DIRECTOR 1.00 X 0 0 0 CHESTER A GOUGIS DIRECTOR 1.00 X 0 0 0 GUY L GRONQUIST DIRECTOR 1.00 X 0 0 0 DONNA HANKINSON DIRECTOR 1.00 X 0 0 0 KAREN HENDERSON DIRECTOR 1.00 X 0 0 0 MARITA HINDS DIRECTOR 1.00 X 0 0 0 MARIANNE KAH DIRECTOR 1.00 X 0 0 0 WALTER L KIRCHNER DIRECTOR 1.00 X 0 0 0 MIRANDA Y LIND DIRECTOR 1.00 X 0 0 0 LIDDIE MARTINEZ DIRECTOR 1.00 X 0 0 0 CYNTHIA A MCCREARY DIRECTOR 1.00 X 0 0 0 STEVE MENZIES DIRECTOR 1.00 X 0 0 0 LILLIAN MONTOYA DIRECTOR 1.00 X 0 0 0 SUSAN F MORRIS DIRECTOR 1.00 X 0 0 0 GLENN A OSTERGAARD DIRECTOR 1.00 X 0 0 0 DOMINIC PASCHEL DIRECTOR 1.00 X 0 0 0 ESTEVAN RAEL-GALVEZ DIRECTOR 1.00 X 0 0 0 ROBERTA COOPER RAMO DIRECTOR 1.00 X 0 0 0 CAREY R RAMOS DIRECTOR 1.00 X 0 0 0 MICHAEL ROBBINS DIRECTOR 1.00 X 0 0 0 BRUCE ROSS DIRECTOR 1.00 X 0 0 0 HARRIS SMITH DIRECTOR 1.00 X 0 0 0 IRWIN J SUGARMAN DIRECTOR 1.00 X 0 0 0 ROBERT L TURNER DIRECTOR 1.00 X 0 0 0 CHERYL L WILLMAN DIRECTOR 1.00 X 0 0 0 T PETER TOWNSEND DIRECTOR (THROUGH 01/23/2024) 1.00 X 0 0 0 ROBERT MEYA GENERAL DIRECTOR 40.00 X 530961 0 61525 HEATHER KEMP CHIEF FINANCIAL OFFICER 40.00 X 207396 0 41547 HARRY BICKET MUSIC DIRECTOR 40.00 X 263654 0 0 DAVID LOMELI CHIEF ARTISTIC ADVISOR 40.00 X 189260 0 28587 MICHAEL GARY DIRECTOR OF INSTITUTIONAL GIVING 40.00 X 124400 0 14920 CHRISTOPHER HUFNAGEL DIRECTOR OF OPERATIONS 40.00 X 133196 0 25168 ELIZABETH KELLOGG DIRECTOR OF HUMAN RESOURCES 40.00 X 130375 0 15824 ALLISON H SWENSON DIR. OF DEVELOPMENT (THRU 2/10/2023) 40.00 X 115985 0 2980 1695227 0 190551 15 1 1 0 MASTERPIECE CUISINE LLC 303 S WATER STREET SUITE 135 HENDERSON NV 89015 CATERING 558487 POSITIVE ENERGY INC 1235 SILER ROAD SANTA FE NM 87507 SOLAR INSTALLATION 376676 MICHAEL TRUJILLO DBA MICHAEL'S VALET PO BOX 5413 SANTA FE NM 87502 PARKING SERVICES 167246 WALTER BURKE CATERING INC PO BOX 914 SANTA FE NM 87504 CATERING 149752 FOUR SEASONS RESORT 198 STATE ROAD 592 SANTA FE NM 87506 CATERING 149250 11 641950 99000 16123587 597815 16864537 PERFORMANCE ADMISSIONS 711110 9205629 9205629 AUXILIARY OPERATIONS 711110 1424111 1261391 162720 10629740 4601067 4601067 579723 38360 528079 0 51644 38360 90004 90004 6472989 66700 4959706 25000 1513283 41700 1554983 1554983 263470 641950 236130 27340 27340 386062 396795 -10733 7228 -17961 COPRODUCTION 900099 503630 503630 ADVERTISING REVENUE 513120 334599 252410 82189 SPONSORSHIP REVENUE 611710 64500 64500 425836 425836 1328565 35085503 10977878 461669 6781419 X 811211 192789 425633 192789 11342085 9231769 1497894 612422 343390 153898 171924 17568 1187549 876566 209297 101686 893054 710226 122087 60741 99264 99264 144814 144814 14218 14218 799798 799798 4542194 4185056 170000 187138 755424 754563 722 139 701093 378038 171287 151768 422793 196420 163156 63217 5041 5041 987057 954940 31567 550 2788835 2546791 61658 180386 20667 5902 14520 245 2408015 1593086 802552 12377 583589 348043 235546 PRODUCTION CREATION/MAT 1327535 1327535 ENTERTAINMENT/CULTIVATI 1269903 692020 69856 508027 303958 279141 22690 2127 31751487 24431824 5228483 2091180 1762542 4937115 991742 1642948 9727206 7468202 936221 235735 150829 115534 1177910 593881 84672880 43802380 42587877 40870500 89644759 113625106 20967515 21327230 83896 83897 344503 329503 168375000 191229651 1222240 1732846 1177083 1009359 101683 79033 2501006 2821238 X 57002426 59206305 108871568 129202108 165873994 188408413 168375000 191229651 X 3334016 18498322 702081 X 0 1 X 1 0 X 20811936 15939303 15628910 19280868 16864537 88525554 20811936 15939303 15628910 19280868 16864537 88525554 11987948 76537606 1939048 2301848 3970464 5426875 5219150 18857385 532 30812 55691 46824 133859 184775 145543 87239 508025 925582 108442380 39149227 0.70580 0.74330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 184,775. 2021 AMOUNT: $ 145,543. 2022 AMOUNT: $ 87,239. 2023 AMOUNT: $ 508,025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 14218 14218 22327614 22341832 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 13013 22575 26980 14218 76786 250000 250000 250000 250000 1000000 1500000 FORM 990; SCHEDULE C, PART II-A, LINE 1 THE OPERA RETAINED A LOBBYIST TO CONSULT ON LEGISLATIVE MATTERS OF CONCERN TO THE OPERA. 117442984 5342250 23527375 6074148 140238461 101962688 8611206 11742874 4873784 117442984 119024466 2223848 -16014559 3271067 101962688 74047477 33937163 13335911 2296085 119024466 63127283 7939123 3999588 1018517 74047477 0.12000 0.64000 0.24000 0 0 4048930 4048930 70060431 35832484 34227947 10253124 7969896 2283228 310395 310395 40870500 TIFF REAL ESTATE 21399 F AEW CORE PROPERTY TRUST INC FUND 10710559 F FIRST EAGLE DIRECT LENDING FUND V-B BLOCKED LP 4195045 F JP MORGAN IIF TAX-EXEMPT HEDGED LP 6400227 F 21327230 ANNUITIES PAYABLE 79033 79033 X 54412799 18498322 1817 1626955 20127094 34285705 799798 799798 35085503 31878380 1817 924874 926691 30951689 799798 799798 31751487 PART V, LINE 4: TO PRODUCE A RELATIVELY PREDICTABLE AND STABLE INCOME STREAM TO GROW AND TO SUPPORT PRESENT AND FUTURE PROGRAMS. PART X, LINE 2: THE OPERA HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE OPERA RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE OPERA HAD NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2024 AND 2023. THE OPERA FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. THE OPERA HAD MINIMAL TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST 702,081. RENTAL EXPENSE 528,080. COST OF GOOD SOLD 396,794. SPECIAL EVENTS EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 396,794. RENTAL EXPENSE 528,080. SPECIAL EVENTS EXPENSES SUMMER GALA 476571 423400 53171 37343 13828 1028 WINTER GALA 155750 120750 35000 33153 7093 3367 5 273099 97800 175299 134524 592 5202 905420 641950 263470 205020 21513 9597 236130 27340 X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ROBERT MEYA GENERAL DIRECTOR 400000 0 0 0 130961 0 32938 0 28587 0 592486 0 0 0 HARRY BICKET MUSIC DIRECTOR 263654 0 0 0 0 0 0 0 0 0 263654 0 0 0 HEATHER KEMP CHIEF FINANCIAL OFFICER 207396 0 0 0 0 0 31690 0 9857 0 248943 0 0 0 DAVID LOMELI CHIEF ARTISTIC ADVISOR 189260 0 0 0 0 0 0 0 28587 0 217847 0 0 0 CHRISTOPHER HUFNAGEL DIRECTOR OF OPERATIONS 133196 0 0 0 0 0 19084 0 6084 0 158364 0 0 0 ALLISON H SWENSON DIR. OF DEVELOPMENT (THRU 2/10/2023) 115985 0 0 0 0 0 2980 0 0 0 118965 0 0 0 PART I, LINE 1A THE SANTA FE OPERA OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE OPERA'S FACILITIES. THE CLOSE PROXIMITY OF THE RESIDENCE AND THE GENERAL DIRECTOR LIVING THEREIN HAVE IMPORTANT BENEFITS FOR THE OPERA. THE GENERAL DIRECTOR IS THEREBY AVAILABLE ON SHORT NOTICE FOR IMPORTANT BUSINESS ON THE OPERA GROUNDS AS WELL AS IS ABLE TO ENTERTAIN AND MEET WITH THE OPERA'S GUESTS, ARTISTIC PARTNERS AND STAFF. THE GENERAL DIRECTOR, AS A CONDITION OF EMPLOYMENT, IS REQUIRED BY THE OPERA TO RESIDE IN THE GENERAL DIRECTOR'S RESIDENCE. THE SANTA FE OPERA REPORTS TO THE INTERNAL REVENUE SERVICE AS COMPENSATION TO THE GENERAL DIRECTOR ADDITIONAL TAXABLE INCOME FOR THE FAIR MARKET RENTAL VALUE AND UTILITY COSTS OF THE PREMISES. THE OPERA HAS AGREED TO REIMBURSE THE GENERAL DIRECTOR FOR ANY OUT-OF-POCKET COSTS INCURRED DURING THE USE OF THE GENERAL DIRECTOR'S RESIDENCE FOR OPERA BUSINESS. DETAILED RECORDS ARE REQUIRED TO BE MAINTAINED OF THE OPERA'S OFFICIAL USE OF THE RESIDENCE AND SUBMITTED TO THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER. THE TAX INDEMNIFICATION AND GROSS UP PAYMENTS REPRESENT THE TAX PAID BY THE OPERA, AND INCLUDED IN ROBERT MEYA'S W-2, TO COVER THE TAX ON THE HOUSING ALLOWANCE. THE HOUSING IS VALUED AT $84,000, AND THE GROSS-UP IS VALUED AT $56,702. X 11 558165 AVG HI & LOW PRICE/SHARE X DONATED TICKETS 11 23453 FAIR MARKET VALUE X DONATED CATERING EXCLUDING SERVICES 4 15567 FAIR MARKET VALUE X ADMISSION TICKETS 1 630 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A ALL REGULAR MEMBERS OF THE BOARD (EXCLUDING HONORARY MEMBERS, DIRECTORS EMERITUS, AND EX-OFFICIO MEMBERS WHO HAVE NO VOTING RIGHTS) HAVE THE SAME VOTING RIGHTS. IN BETWEEN QUARTERLY BOARD MEETINGS, THE EXECUTIVE COMMITTEE OF THE BOARD IS VESTED WITH THE POWER OF THE BOARD OF DIRECTORS WITH THE FOLLOWING EXCEPTIONS: THE POWER TO DISSOLVE OR MERGE THE OPERA WITH ANOTHER ORGANIZATION, THE POWER TO CHANGE THE NAME OF THE OPERA, THE POWER TO CHANGE THE BYLAWS OF THE OPERA, THE POWER TO DELEGATE ITS AUTHORITY, THE POWER TO REMOVE THE GENERAL DIRECTOR OR ANY OTHER DIRECTOR, AND THE POWER TO SELL REAL PROPERTY VALUED OVER $2.5 MILLION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE SANTA FE OPERA HAS ADOPTED A RESOLUTION APPROVING A PROCESS BY WHICH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FULL VERSION OF FORM 990, INCLUDING ALL SCHEDULES AS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW AND ANY MODIFICATION BY THE AUDIT COMMITTEE, FORM 990 IS FILED WITH THE IRS, AND THE PUBLIC DISCLOSURE VERSION OF FORM 990, EXCLUDING SCHEDULE B (SCHEDULE OF CONTRIBUTORS), IS POSTED TO THE PORTAL AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. SCHEDULE B OF FORM 990 IS NOT REVIEWED BY THE FULL BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF ITS DONOR LIST. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS OF THE SANTA FE OPERA ARE ASKED EACH YEAR TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND TO SUBMIT THESE SIGNED STATEMENTS TO THE SECRETARY OF THE BOARD OF DIRECTORS. BY SIGNING THE ANNUAL DISCLOSURE STATEMENTS, EACH DIRECTOR UNDERTAKES TO NOTIFY THE PRESIDENT OF THE OPERA OF ANY MATERIAL CHANGES THAT MIGHT RESULT IN A CONFLICT OF INTEREST. THE PRESIDENT REVIEWS THE SIGNED DISCLOSURE STATEMENTS FOR CONFLICTS AND, WITH THE ASSISTANCE OF COMMITTEE CHAIRS, MONITORS COMPLIANCE WITH THE POLICY AT MEETINGS OF THE BOARD AND COMMITTEES CONSIDERING TRANSACTIONS OR ARRANGEMENTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPLIANCE WITH THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE. IF A CONFLICT ARISES, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE REPORTING PERIOD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPOSED OF THE PRESIDENT, CHAIRMAN, TREASURER, AND TWO ADDITIONAL BOARD MEMBERS APPOINTED BY THE PRESIDENT, ALL OF WHOM ARE UNRELATED TO THE GENERAL DIRECTOR, REVIEWS AND APPROVES COMPENSATION AND OTHER TERMS OF EMPLOYMENT FOR THE GENERAL DIRECTOR. IN CONSIDERING APPROPRIATE COMPENSATION FOR THIS POSITION, THE COMPENSATION COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS AT SIMILAR OPERA COMPANIES. THE COMPENSATION COMMITTEE ALSO CONDUCTS ANNUAL REVIEWS OF THE PERFORMANCE OF THE GENERAL DIRECTOR. MINUTES OF THE COMPENSATION COMMITTEE'S MEETINGS ARE RECORDED AND MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS DETERMINED BY THE GENERAL DIRECTOR. THE GENERAL DIRECTOR TAKES JOB PERFORMANCE AND SALARY DATA FOR COMPARABLE POSITIONS AT OTHER OPERA COMPANIES INTO ACCOUNT WHEN SETTING THE ANNUAL SALARY FOR THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE SANTA FE OPERA. THEY ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC WHO MAKE WRITTEN REQUESTS FOR THE INFORMATION. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 3,081,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,081,850. FRONT OF HOUSE SHUTTLES AND SECURITY: PROGRAM SERVICE EXPENSES 293,583. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,583. OTHER SERVICES: PROGRAM SERVICE EXPENSES 809,623. MANAGEMENT AND GENERAL EXPENSES 170,000. FUNDRAISING EXPENSES 187,138. TOTAL EXPENSES 1,166,761. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 702,081. SIMULTEXT SYSTEMS LLC PO BOX 2408 SANTA FE NM 87504 LICENSING OF IP NM -13465 0 THE SANTA FE OPERA OPERA ASSOCIATION OF NEW MEXICO LLC PO BOX 2408 SANTA FE NM 87504 TO SECURE THE OPERA'S ORIGINAL NAME NM 0 0 THE SANTA FE OPERA