SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2020-06-10
- IRS object ID
- 202031629349301853
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T14:27:45-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | 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 | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.127.87.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-03 | IPDt |
| IP Tm | 19:17:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13CE7C3651C6F89FC986245CBC0BFFDDFA97FED8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $149,979,812 | 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 | 76 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 75 | VotingMembersIndependentCnt |
| Total Employee | 963 | TotalEmployeeCnt |
| Total Volunteers | 755 | TotalVolunteersCnt |
| Total Gross UBI | $6,195 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $54,283,871 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,957,342 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,693,774 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,733,754 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,356,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,053,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $412,255 | PYOtherRevenueAmt |
| CY Other Revenue | $289,561 | CYOtherRevenueAmt |
| PY Total Revenue | $85,746,656 | PYTotalRevenueAmt |
| CY Total Revenue | $86,033,935 | 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 | $58,758,195 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,819,704 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $432,998 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $320,539 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,988,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,194,673 | PYOtherExpensesAmt |
| CY Other Expenses | $19,784,194 | CYOtherExpensesAmt |
| PY Total Expenses | $78,385,866 | PYTotalExpensesAmt |
| CY Total Expenses | $77,924,437 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,360,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,109,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $272,306,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,298,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,392,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,700,166 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,914,529 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $249,598,803 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $54,278,272 | ExpenseAmt |
| Revenue | $16,854,542 | RevenueAmt |
| Desc | PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - SAN FRANCISCO OPERA'S 96TH SEASON FEATURED 53 MAINSTAGE PERFORMANCES OF EIGHT PRODUCTIONS THAT WERE ALL NEW TO THE WAR MEMORIAL OPERA HOUSE STAGE, A ROSTER OF INTERNATIONALLY RENOWNED ARTISTS, AND NUMEROUS CONCERTS, RECITALS, WORKSHOPS, COMMUNITY ENGAGEMENT EVENTS ATTRACTING MORE THAN 201,000 INDIVIDUALS.HIGHLIGHTS OF THE COMPANY'S 2018-19 SEASON INCLUDED A NEW SAN FRANCISCO OPERA PRODUCTION OF PUCCINI'S TOSCA BY DIRECTOR SHAWNA LUCEY AND PRODUCTION DESIGNER ROBERT INNES HOPKINS STARRING ITALIAN SOPRANO CARMEN GIANNATTASIO IN HER COMPANY DEBUT AS TOSCA; WELL RECEIVED MAINSTAGE CONCERTS; AND THE WEST COAST PREMIERE OF JAKE HEGGIE'S IT'S A WONDERFUL LIFE STAGED DURING THE HOLIDAY SEASON. THE SEASON OPENED WITH JOSE CURA'S PRODUCTION OF THE DOUBLE BILL OF MASCAGNI'S CAVALLERIA RUSTICANA AND LEONCAVALLO'S PAGLIACCI SET IN BUENOS AIRES' LA BOCA DISTRICT. DONIZETTI'S LYRIC DRAMA OF TUDOR-ERA ENGLAND, ROBERTO DEVEREUX, WAS PRESENTED IN STEPHEN LAWLESS' PRODUCTION STARRING SONDRA RADVANOVSKY IN A TOUR-DE-FORCE PORTRAYAL OF ELISABETTA (ELIZABETH I, QUEEN OF ENGLAND). STRAUSS' ARABELLA RETURNED TO THE REPERTORY LED BY GERMAN CONDUCTOR MARC ALBRECHT IN HIS PREMIERE AMERICAN OPERA ENGAGEMENT STARRING ELLIE DEHN, BRIAN MULLIGAN, AND HEIDI STOBER. THE 2019 SUMMER PRESENTATIONS WERE DIRECTOR FRANCESCA ZAMBELLO'S NEW-TO-SAN FRANCISCO-OPERA PRODUCTION OF BIZET'S CARMEN STARRING J'NAI BRIDGES AND MATTHEW POLENZANI CONDUCTED BY JAMES GAFFIGAN; HANDEL'S PSYCHOLOGICALLY COMPLEX DRAMA ORLANDO UPDATED TO WORLD WAR II BY DIRECTOR HARRY FEHR STARRING SASHA COOKE IN THE TITLE ROLE; AND A WIDELY-ACCLAIMED PRESENTATION OF DVORAK'S RUSALKA CONDUCTED BY CURRENT CAROLINE H. HUME MUSIC DIRECTOR DESIGNATE, EUN SUN KIM, IN HER COMPANY DEBUT STARRING RACHEL WILLIS-SORENSEN, BRANDON JOVANOVICH, KRISTINN SIGMUNDSSON AND JAMIE BARTON IN DAVID MCVICAR'S PRODUCTION. FOR THE 2018-19 SEASON, SAN FRANCISCO OPERA FEATURED MANY OTHER LEADING OPERATIC ARTISTS INCLUDING SOPRANOS KEARSTIN PIPER BROWN, ANDRIANA CHUCHMAN, CHRISTINA GANSCH, LIANNA HAROUTOUNIAN, ANITA HARTIG, HYE JUNG LEE, GOLDA SCHULTZ; MEZZO-SOPRANOS JILL GROVE, EKATERINA SEMENCHUK; COUNTERTENOR ARYEH NUSSBAUM COHEN; TENORS ROBERTO ARONICA, MARCO BERTI, WILLIAM BURDEN, BRIAN JAGDE, KEITH JAMESON, DANIEL JOHANSSON, RUSSELL THOMAS; BARITONES ROD GILFRY, SCOTT HENDRICKS, JOSHUA HOPKINS, ANDREW MANEA, DAVID PERSHALL, DIMITRI PLATANIAS; BASS-BARITONES KYLE KETELSEN, CHRISTIAN VAN HORN; CONDUCTORS DANIELE CALLEGARI, RICCARDO FRIZZA, LEO HUSSAIN, CHRISTOPHER MOULDS, PATRICK SUMMERS; AND SAN FRANCISCO OPERA CHORUS DIRECTOR IAN ROBERTSON. FOR THE 45TH 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. 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 COMPANY AND THE SAN FRANCISCO OPERA CENTER, PROVIDED FOUR SHOWCASES FOR YOUNG ARTISTS AND THE RESIDENT ADLER FELLOWS; AND, IN APRIL, THE COMPANY JOINED WITH THE CITY OF SAN FRANCISCO, FRENCH CONSULATE AND GRACE CATHEDRAL FOR A PUBLIC SOLIDARITY CONCERT FOR NOTRE-DAME DE PARIS. THROUGHOUT THE 2018-19 SEASON, NUMEROUS EDUCATIONAL PERFORMANCES, WORKSHOPS/TRAINING PROGRAMS FOR TEACHERS AND ADULTS, AND OPERA OUTREACH EVENTS WERE HELD REACHING THOUSANDS OF INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,140,509 | ExpenseAmt |
| Revenue | $107,168 | 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 OPERAVISION AND LOBBYVISION, OFFERED AT SELECT PERFORMANCES, GIVES BALCONY AUDIENCES A BETTER VIEW OF THE STAGE WITH SCREENS SHOWING REAL-TIME HD VIDEO AND SUBTITLES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,045,693 | ExpenseAmt |
| Revenue | $1,961,332 | 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $960,218 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $960,218 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $58,464,474 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 312 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 963 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 |
| 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 | 76 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 75 | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | 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 (95 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN ANDERSON-NORBY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN BERGGRUEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN YATES BLACK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY BLACKBURN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL FRANC BUCK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK CALHOUN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNETTE CAMPBELL-WHITE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARLYN CLAUSE | |||||||||
| DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS PETER W JAYNE DAVIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRA DEARING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEROME L DODSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL PUCCI DOLL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIXON R DOLL | |||||||||
| DIRECTOR (3/14/19-7/31/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHANNON ELIOT | |||||||||
| DIRECTOR & BRAVO! PRESIDENT | 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 | ||||
| KRISTINA FLANAGAN | |||||||||
| 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 | ||||
| JANE M HARTLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| I CRAIG HENDERSON MD | |||||||||
| 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 | ||||
| BRUCE W HYMAN | |||||||||
| DIRECTOR (8/1/18-12/17/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J BURGESS JAMIESON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOROTHY M JEFFRIES | |||||||||
| DIRECTOR (8/1/18-2/7/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP M JELLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY F KAHN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN S 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 | ||||
| KAREN J KUBIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYLVIA R LINDSEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES PATTERSON MCBAINE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK MCCABE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE G MCWILLIAMS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA MEDEARIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN MEYER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUSTIN MOORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE S MUDGE | |||||||||
| DIRECTOR & GUILD PRESIDENT (8/1/18-11/13/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY S MUELLER | |||||||||
| 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 | ||||
| MASASHI OKA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD OSHER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY POLAND | |||||||||
| DIRECTOR & GUILD PRESIDENT (11/13/18-7/31/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE BRANDEIS POPKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY A POWELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARTHIK RAU | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL REYNOSO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN RICHARDSON | |||||||||
| DIRECTOR (8/1/18-10/1/18) | 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 GEORGE P CHARLOTTE SHULTZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R STENSRUD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANNE MARIE TAUBE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS DAVID T JOAN TRAITEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SOO VENKATESAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA MOLLER WARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE B WILSEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA A WOLFE | |||||||||
| 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 | ||||
| WILLIAM M COUGHRAN JR | |||||||||
| OFFICER OF THE ASSOCIATION - TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PAUL M CRANE DORFMAN | |||||||||
| OFFICER OF THE ASSOCIATION - EXECUTIVE VICE PRESID | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT A ELLIS | |||||||||
| OFFICER OF THE ASSOCIATION - EXECUTIVE VICE PRESID | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LISA ERDBERG | |||||||||
| OFFICER OF THE ASSOCIATION - VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KEITH B GEESLIN | |||||||||
| OFFICER OF THE ASSOCIATION - PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOHN A GUNN | |||||||||
| OFFICER OF THE BOARD - CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GEORGE H HUME | |||||||||
| OFFICER OF THE BOARD - VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| FRANKLIN P JOHNSON JR | |||||||||
| OFFICER OF THE BOARD - CHAIRMAN EMERITUS | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| THOMAS A LARSEN | |||||||||
| OFFICER OF THE ASSOCIATION - SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| STEVEN MENZIES | |||||||||
| OFFICER OF THE BOARD - VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KARL O MILLS | |||||||||
| OFFICER OF THE BOARD - VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| REID W DENNIS | |||||||||
| OFFICER OF THE BOARD - CHAIRMAN EMERITUS | 5.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATTHEW SHILVOCK | |||||||||
| OFFICER OF THE ASSN-GEN DIRECTOR & CEO | 60.00 | $409,928 | $0 | $36,111 | Yes (X) | ||||
| MICHAEL SIMPSON | |||||||||
| OFFICER OF THE ASSN-CFO | 60.00 | $305,834 | $0 | $28,852 | Yes (X) | ||||
| JENNIFER LYNCH | |||||||||
| MANAGING DIRECTOR: PHILANTHROPY AND AUDIENCES | 60.00 | $348,986 | $0 | $26,102 | Yes (X) | ||||
| JENNIFER GOOD | |||||||||
| MANAGING DIRECTOR: PRODUCTION | 60.00 | $243,894 | $0 | $24,558 | Yes (X) | ||||
| GREGORY HENKEL | |||||||||
| MANAGING DIRECTOR: ARTISTIC | 60.00 | $203,188 | $0 | $20,043 | Yes (X) | ||||
| LEE HELMS | |||||||||
| MANAGING DIRECTOR: OPERATIONS | 60.00 | $156,565 | $0 | $15,647 | Yes (X) | ||||
| LISA BULLARD | |||||||||
| CHIEF MARKETING OFFICER | 60.00 | $174,404 | $0 | $6,711 | Yes (X) | ||||
| ANDREW MORGAN | |||||||||
| DIRECTOR OF DEVELOPMENT | 60.00 | $191,574 | $0 | $30,072 | Yes (X) | ||||
| LORI HARRISON | |||||||||
| MASTER OF PROPS | 60.00 | $198,691 | $0 | $48,727 | Yes (X) | ||||
| DAVID HATCH | |||||||||
| MASTER CARPENTER | 60.00 | $231,859 | $0 | $56,985 | Yes (X) | ||||
| LEON PARSONS | |||||||||
| MASTER ELECTRICIAN | 60.00 | $194,893 | $0 | $47,782 | Yes (X) | ||||
| DOUGLAS MITCHELL | |||||||||
| MASTER AUDIO/VIDEO ENGINEER | 60.00 | $245,484 | $0 | $55,637 | Yes (X) | ||||
| CHRISTOPHER DAVIS | |||||||||
| CARPENTER | 60.00 | $195,059 | $0 | $48,325 | Yes (X) | ||||
| DAVID R GOCKLEY | |||||||||
| GENERAL DIRECTOR EMERITUS | 5.00 | $137,500 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,237,859 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | 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 |
|---|---|---|---|---|---|
| PALISADES MEDIA GROUP INC | |||||
| 1601 CLOVERFIELD BLVD STE 6000N | SANTA MONICA | CA | 90404 | MARKETING | $764,028 |
| DCM TELEMARKETING | |||||
| 261 WEST 35TH STREET STE 600 | NEW YORK | NY | 10001 | PROFESSIONAL SERVICES | $536,248 |
| CURTIN THEATRICAL MOVING INC | |||||
| 353 BEL MARIN KEYS BLVD STE 14 | NOVATO | CA | 94949 | MOVING & STORAGE | $461,523 |
| SMYTHE & SON | |||||
| 900 CHESTNUT STREET 406 | SAN FRANCISCO | CA | 94109 | PROFESSIONAL SERVICES/PRINTING | $418,089 |
| FIRST CLASS PLUS | |||||
| 214 RYAN WAY | SOUTH SAN FRANCISCO | CA | 94080 | MAILING CENTER | $416,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $34,843 | FundraisingAmt |
| Related Organizations | $599,914 | RelatedOrganizationsAmt |
| Government Grants | $677,250 | GovernmentGrantsAmt |
| All Other Contributions | $54,645,335 | AllOtherContributionsAmt |
| Noncash Contributions | $9,638,149 | NoncashContributionsAmt |
| Total Contributions | $55,957,342 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 900099 | $16,854,542 | $16,854,542 |
| SF OPERA CENTER | 900099 | $1,961,332 | $1,961,332 |
| MEDIA | 900099 | $107,168 | $107,168 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $810,712 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,733,754 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,049,890 | TotalRevenueColumnAmt |
| Exclusion | $4,049,890 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,300 | RealAmt |
| Personal | $181,497 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $31,991 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,300 | RealAmt |
| Personal | $149,506 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,806 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,506 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $36,300 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,702,169 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,698,781 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,003,388 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,003,388 | TotalRevenueColumnAmt |
| Exclusion | $6,003,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,890 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $34,843 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,299 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,409 | TotalRevenueColumnAmt |
| Exclusion | -$75,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $162,381 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $113,806 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,575 | TotalRevenueColumnAmt |
| Exclusion | $48,575 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING FEES | 812930 | $124,394 | $124,394 | |
| UBTI FROM PARTNERS | 900099 | $6,195 | $6,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $130,589 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,033,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,883,260 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,195 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,187,138 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,975 | TotalAmt |
| Program Services | $696,828 | ProgramServicesAmt |
| Management And General | $1,073,362 | ManagementAndGeneralAmt |
| Fundraising | $618,785 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,035,492 | TotalAmt |
| Program Services | $35,523,264 | ProgramServicesAmt |
| Management And General | $3,237,635 | ManagementAndGeneralAmt |
| Fundraising | $2,274,593 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,203 | TotalAmt |
| Program Services | $3,166,796 | ProgramServicesAmt |
| Management And General | $191,343 | ManagementAndGeneralAmt |
| Fundraising | $64,064 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,995,312 | TotalAmt |
| Program Services | $7,160,678 | ProgramServicesAmt |
| Management And General | $625,812 | ManagementAndGeneralAmt |
| Fundraising | $208,822 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,722 | TotalAmt |
| Program Services | $2,508,892 | ProgramServicesAmt |
| Management And General | $308,325 | ManagementAndGeneralAmt |
| Fundraising | $160,505 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,456 | TotalAmt |
| Program Services | $85,278 | ProgramServicesAmt |
| Management And General | $38,661 | ManagementAndGeneralAmt |
| Fundraising | $3,517 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,000 | TotalAmt |
| Management And General | $212,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,539 | TotalAmt |
| Fundraising | $320,539 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,653 | TotalAmt |
| Management And General | $425,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,072 | TotalAmt |
| Program Services | $476,027 | ProgramServicesAmt |
| Management And General | $843,090 | ManagementAndGeneralAmt |
| Fundraising | $73,955 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,032 | TotalAmt |
| Program Services | $19,903 | ProgramServicesAmt |
| Management And General | $1,452,129 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725,146 | TotalAmt |
| Program Services | $563,376 | ProgramServicesAmt |
| Management And General | $969,936 | ManagementAndGeneralAmt |
| Fundraising | $191,834 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,555 | TotalAmt |
| Program Services | $3,952 | ProgramServicesAmt |
| Management And General | $545,603 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,892 | TotalAmt |
| Program Services | $121,892 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,139 | TotalAmt |
| Program Services | $1,534,011 | ProgramServicesAmt |
| Management And General | $1,244,997 | ManagementAndGeneralAmt |
| Fundraising | $114,131 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,225 | TotalAmt |
| Program Services | $1,447,997 | ProgramServicesAmt |
| Management And General | $54,409 | ManagementAndGeneralAmt |
| Fundraising | $99,819 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,192 | TotalAmt |
| Program Services | $33,420 | ProgramServicesAmt |
| Management And General | $5,772 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,096 | TotalAmt |
| Program Services | $4,918 | ProgramServicesAmt |
| Management And General | $214,178 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,257,596 | TotalAmt |
| Program Services | $1,360,859 | ProgramServicesAmt |
| Management And General | $1,896,737 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,388 | TotalAmt |
| Program Services | $43,940 | ProgramServicesAmt |
| Management And General | $462,448 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION MATERIALS | $2,448,363 | $2,418,587 | $29,776 | |
| MARKETING/PROMOTION | $1,355,633 | $95,766 | $516,138 | $743,729 |
| STORAGE & MOVING | $667,543 | $660,918 | $6,625 | |
| BAD DEBT EXPENSE | $99,019 | $2,931 | $96,088 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,194 | TotalAmt |
| Program Services | $537,172 | ProgramServicesAmt |
| Management And General | $113,442 | ManagementAndGeneralAmt |
| Fundraising | $18,580 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,924,437 | TotalAmt |
| Program Services | $58,464,474 | ProgramServicesAmt |
| Management And General | $14,471,002 | ManagementAndGeneralAmt |
| Fundraising | $4,988,961 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,046 | BOYAmt |
| EOY | $47,066 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,018,846 | BOYAmt |
| EOY | $18,834,350 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,453,956 | BOYAmt |
| EOY | $21,167,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,605 | BOYAmt |
| EOY | $599,926 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,327 | BOYAmt |
| EOY | $120,101 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,410 | BOYAmt |
| EOY | $263,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,690,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,428,437 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,801,851 | BOYAmt |
| EOY | $23,261,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,479,920 | BOYAmt |
| EOY | $189,147,972 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,679,172 | BOYAmt |
| EOY | $9,247,603 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,555,443 | BOYAmt |
| EOY | $9,608,999 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,306,576 | BOYAmt |
| EOY | $272,298,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,660,080 | BOYAmt |
| EOY | $3,414,055 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,817,910 | BOYAmt |
| EOY | $10,533,914 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,471,150 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,442,907 | BOYAmt |
| EOY | $8,752,197 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,392,047 | BOYAmt |
| EOY | $22,700,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,419,022 | BOYAmt |
| EOY | $28,962,633 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,972,648 | BOYAmt |
| EOY | $21,600,866 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,522,859 | BOYAmt |
| EOY | $199,035,304 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,914,529 | BOYAmt |
| EOY | $249,598,803 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,306,576 | BOYAmt |
| EOY | $272,298,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,109,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,215,045 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$210,179 | 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 | $46,845,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,734,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,653,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,283,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,957,342 | CurrentTaxYearAmt |
| Total | $267,475,540 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,845,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,734,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,653,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,283,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,957,342 | CurrentTaxYearAmt |
| Total | $267,475,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $67,909,905 | SubstantialContributorsTotAmt |
| Public Support Total170 | $199,565,635 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,772,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,510,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,823,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,911,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,267,687 | CurrentTaxYearAmt |
| Total | $16,286,375 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $63,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,195 | CurrentTaxYearAmt |
| Total | $109,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $454,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,665 | CurrentTaxYearAmt |
| Total | $1,923,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $285,794,460 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $118,988,837 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67680 | 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 - 2014 AMOUNT: $ 102,256. 2015 AMOUNT: $ 103,263. 2016 AMOUNT: $ 114,618. 2017 AMOUNT: $ 105,152. 2018 AMOUNT: $ 124,394. FUNDRAISING PROCEEDS - 2014 AMOUNT: $ 27,146. 2015 AMOUNT: $ 133,325. 2016 AMOUNT: $ 63,569. 2017 AMOUNT: $ 29,610. 2018 AMOUNT: $ 25,890. INVENTORY PROCEEDS - 2014 AMOUNT: $ 220,724. 2015 AMOUNT: $ 218,108. 2016 AMOUNT: $ 242,580. 2017 AMOUNT: $ 250,029. 2018 AMOUNT: $ 162,381. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $12,562 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,562 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PROPOSITION E, THE PARTIAL ALLOCATIONS OF HOTEL TAX FOR ARTS AND CULTURAL PURPOSES, WAS A LOCAL SF BALLOT MEASURE ON THE NOVEMBER 2018 BALLOT THAT LOOKED TO RESTORE FUNDING TO ARTS AND CULTURE IN SAN FRANCISCO THROUGH THE HOTEL TAX. WITHOUT RAISING TAXES OR TAKING AWAY FROM OTHER CITY SERVICES, THIS MEASURE RE-ESTABLISHES A CONNECTION BETWEEN SAN FRANCISCO'S HOTEL TAX FUND WITH ARTS AND CULTURE FUNDING THAT WAS ORIGINALLY ESTABLISHED IN 1961. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $226,288,157 | BeginningYearBalanceAmt |
| Contributions | $13,980,767 | ContributionsAmt |
| Investment Earnings Or Losses | $5,053,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,574,834 | OtherExpendituresAmt |
| End Year Balance | $224,747,644 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,273,454 | BeginningYearBalanceAmt |
| Contributions | $13,774,227 | ContributionsAmt |
| Investment Earnings Or Losses | $13,001,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,760,803 | OtherExpendituresAmt |
| End Year Balance | $226,288,157 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,830,510 | BeginningYearBalanceAmt |
| Contributions | $31,390,183 | ContributionsAmt |
| Investment Earnings Or Losses | $16,968,396 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,915,635 | OtherExpendituresAmt |
| End Year Balance | $208,273,454 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,447,725 | BeginningYearBalanceAmt |
| Contributions | $3,924,736 | ContributionsAmt |
| Investment Earnings Or Losses | $3,055,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,597,901 | OtherExpendituresAmt |
| End Year Balance | $174,830,510 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,704,031 | BeginningYearBalanceAmt |
| Contributions | $21,621,932 | ContributionsAmt |
| Investment Earnings Or Losses | $1,841,456 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,719,694 | OtherExpendituresAmt |
| End Year Balance | $182,447,725 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04470 | 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 | $23,452,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,665,655 | DepreciationAmt |
| Book Value | $16,786,720 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,202,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,727,750 | DepreciationAmt |
| Book Value | $6,474,904 | 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 | $23,261,624 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS - ST | $133,979 |
| CAPITAL LEASE OBLIGATIONS - LT | $175,713 |
| DEFERRED REVENUE - POOLED INCOME FUNDS | $218,517 |
| DEFERRED SHORT TERM COMPENSATION AND OTHER | $630,568 |
| DEFERRED LONG TERM COMPENSATION AND OTHER | $7,593,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,752,197 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,477,345 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,215,045 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $795,266 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $11,373 | OtherRevenueAmt |
| Revenue Not Reported | -$3,408,406 | RevenueNotReportedAmt |
| Revenue Subtotal | $85,885,751 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $425,653 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$277,469 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $148,184 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,033,935 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,793,071 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $795,266 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $487,648 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,282,914 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,510,157 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $425,653 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$11,373 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $414,280 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $77,924,437 | 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 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 11,373. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES -101,299. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -144,179. RENTAL EXPENSES -31,991. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 101,299. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 144,179. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 210,179. RENTAL EXPENSES 31,991. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME -11,373. |
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 INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $66,520 | 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 | $66,520 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $66,520 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DCM TELEMARKETING | ||||||||
| 261 WEST 35TH STREET SUITE 600 | NEW YORK | NY | 10001 | ANNUAL GIVING | 0 | $510,531 | $225,469 | $285,062 |
| LAUREN BROWN ADAMS | ||||||||
| 5829 NOTTINGHAM DRIVE | OAKLAND | CA | 94611 | ANNUAL, PLANNED, AND CAMPAIGN GIVING | 0 | $0 | $9,773 | -$9,773 |
| BENTZ WHALEY FLESSNER & ASSOCIATES INC | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | ANNUAL GIVING | 0 | $0 | $16,500 | -$16,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $510,531 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $251,742 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $258,789 | 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 | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRAVO GALA | Event1Nm |
| Gross Receipts Event1 | $60,733 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $34,843 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,890 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,789 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,502 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,620 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $43,388 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $60,733 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,843 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,890 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,789 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,502 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,620 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,388 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,299 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,409 | 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 | 0 | 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 | 0 | 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 | ||||||||||||||
| OFFICER OF THE ASSN-GEN DIRECTOR & C | $391,663 | $0 | $0 | $0 | $18,265 | $0 | $16,500 | $0 | $19,611 | $0 | $446,039 | $0 | $0 | $0 |
| MICHAEL SIMPSON | ||||||||||||||
| OFFICER OF THE ASSN-CFO | $281,334 | $0 | $0 | $0 | $24,500 | $0 | $19,250 | $0 | $9,602 | $0 | $334,686 | $0 | $0 | $0 |
| JENNIFER LYNCH | ||||||||||||||
| MANAGING DIRECTOR: PHILANTHROPY AND | $330,486 | $0 | $0 | $0 | $18,500 | $0 | $16,500 | $0 | $9,602 | $0 | $375,088 | $0 | $0 | $0 |
| JENNIFER GOOD | ||||||||||||||
| MANAGING DIRECTOR: PRODUCTION | $226,755 | $0 | $0 | $0 | $17,139 | $0 | $14,956 | $0 | $9,602 | $0 | $268,452 | $0 | $0 | $0 |
| GREGORY HENKEL | ||||||||||||||
| MANAGING DIRECTOR: ARTISTIC | $203,188 | $0 | $0 | $0 | $0 | $0 | $12,463 | $0 | $7,580 | $0 | $223,231 | $0 | $0 | $0 |
| LEE HELMS | ||||||||||||||
| MANAGING DIRECTOR: OPERATIONS | $147,125 | $0 | $0 | $0 | $9,440 | $0 | $8,067 | $0 | $7,580 | $0 | $172,212 | $0 | $0 | $0 |
| LISA BULLARD | ||||||||||||||
| CHIEF MARKETING OFFICER | $167,156 | $0 | $0 | $0 | $7,248 | $0 | $2,231 | $0 | $4,480 | $0 | $181,115 | $0 | $0 | $0 |
| ANDREW MORGAN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $171,184 | $0 | $0 | $0 | $20,390 | $0 | $12,234 | $0 | $17,838 | $0 | $221,646 | $0 | $0 | $0 |
| LORI HARRISON | ||||||||||||||
| MASTER OF PROPS | $198,691 | $0 | $0 | $0 | $0 | $0 | $20,352 | $0 | $28,375 | $0 | $247,418 | $0 | $0 | $0 |
| DAVID HATCH | ||||||||||||||
| MASTER CARPENTER | $231,859 | $0 | $0 | $0 | $0 | $0 | $23,801 | $0 | $33,184 | $0 | $288,844 | $0 | $0 | $0 |
| LEON PARSONS | ||||||||||||||
| MASTER ELECTRICIAN | $170,393 | $0 | $0 | $0 | $24,500 | $0 | $19,957 | $0 | $27,825 | $0 | $242,675 | $0 | $0 | $0 |
| DOUGLAS MITCHELL | ||||||||||||||
| MASTER AUDIO/VIDEO ENGINEER | $226,984 | $0 | $0 | $0 | $18,500 | $0 | $23,238 | $0 | $32,399 | $0 | $301,121 | $0 | $0 | $0 |
| CHRISTOPHER DAVIS | ||||||||||||||
| CARPENTER | $176,559 | $0 | $0 | $0 | $18,500 | $0 | $20,184 | $0 | $28,141 | $0 | $243,384 | $0 | $0 | $0 |
| DAVID R GOCKLEY | ||||||||||||||
| GENERAL DIRECTOR EMERITUS | $137,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $137,500 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY POWELL | |||
| DIRECTOR | $29,452 | FLORAL SERVICES - MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. | 0 |
| CHARLES EDWARD HUDSON III | |||
| DIRECTOR | $16,633 | TRANSPORTATION SERVICES - CHARLES EDWARD HUDSON, III IS A BOARD MEMBER OF CHARIOT TRANSIT, INC. WHICH PROVIDES SHUTTLE SERVICES TO OPERA PATRONS. | 0 |
| JUSTIN MOORE | |||
| DIRECTOR | $63,311 | DISASTER RECOVERY AND BACKUP SERVICES - JUSTIN MOORE IS THE CEO OF AXCIENT, INC. WHICH PROVIDES DISASTER RECOVERY AND BACKUP SERVICES TO THE OPERA. | 0 |
| WILLIAM RUSSELL-SHAPIRO | |||
| DIRECTOR | $4,325 | FOOD SERVICES - WILLIAM RUSSELL-SHAPIRO OWNS ARLEQUIN CAFE WHICH PROVIDES FOOD TO THE OPERA. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 92 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,395,895 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISC | 1 | $146,853 | FMV AT DATE OF GIFT |
| Yes (X) | TRANSPORTATION | 1 | $45,000 | FMV AT DATE OF GIFT |
| Yes (X) | FOOD/BEVERAGE | 5 | $42,902 | FMV AT DATE OF GIFT |
| Yes (X) | FLOWERS | 1 | $6,500 | FMV AT DATE OF GIFT |
| Yes (X) | COSTUMES/PROPS | 1 | $999 | FMV AT DATE OF GIFT |
| 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. 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, (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 | 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. KAREN RICHARDSON, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH KARL O. MILLS, OFFICER AND VICE-CHAIR. SARAH FENTON, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH PETER FENTON, DIRECTOR. |
| 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 -210,179. |
| 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. |
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 (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 |
| 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 |