2019-06-12T10:05:47-05:00 2018-07-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-08-01 940836240 SAN FRANCISCO OPERA ASSOCIATION SANF 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 MATTHEW SHILVOCK CEO 4155653295 2019-06-05 1 KATY BROWN P00650274 9257902600 2019-06-05 38.111.205.16 2019-06-05 17:57:57 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F5FB8C0FDA240AA2D0EC4EBDAD9DEA85C7008270 2017 2019-02-21 02:37:17Z MATTHEW SHILVOCK 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 113291694 0 X WWW.SFOPERA.COM X 1923 CA THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OF THE MOST IMPORTANT OPERATIC ORGANIZATIONS IN THE UNITED STATES. GREAT SINGING, OUTSTANDING CONDUCTING AND PRODUCTIONS SENSITIVE TO THE MUSIC ARE CORE VALUES OF THE OPERA. THE OPERA PERPETUATES ITS LEGACY THROUGH THE TRAINING OF YOUNG ARTISTS, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT. 79 78 938 631 39597 139604 70653907 54283871 23866406 23693774 7560837 7356756 333074 412255 102414224 85746656 0 0 0 0 57566333 58758195 257840 432998 5187321 20002667 19194673 77826840 78385866 24587384 7360790 258819459 272306576 25780404 26392047 233039055 245914529 X SAN FRANCISCO OPERA'S MISSION IS 1) TO PRESENT OPERA PERFORMANCES OF THE HIGHEST INTERNATIONAL QUALITY AVAILABLE TO THE WIDEST POSSIBLE AUDIENCES; 2) TO PERPETUATE AND ENRICH THE OPERATIC ART FORM; 3) TO BE CREATIVE AND INNOVATIVE IN ALL ASPECTS OF OPERA; AND 4) TO TAKE A LEADERSHIP ROLE IN TRAINING, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT. CURRENT PROGRAMS INCLUDE COMMUNITY OUTREACH, TRAINING AND PROFESSIONAL DEVELOPMENT OF YOUNG ARTISTS AND COMMUNITY EDUCATION. 0 0 54500443 20917268 PRODUCTION AND ARTISTIC ACCOMPLISHMENTS THE OPERA PRESENTED 54 MAIN STAGE PERFORMANCES OF NINE OPERAS OF THE HIGHEST QUALITY IN ADDITION TO NUMEROUS CONCERTS, RECITALS, WORKSHOPS, AND COMMUNITY ENGAGEMENT EVENTS ATTRACTING MORE THAN 173,000 INDIVIDUALS DURING THE 2018 SEASON. HIGHLIGHTS OF THE 95TH SEASON INCLUDED THREE COMPLETE CYCLES OF FRANCESCA ZAMBELLO'S PRODUCTION OF WAGNER'S FOUR-OPERA EPIC, DER RING DES NIBELUNGEN, LED BY DEUTSCHE OPERA BERLIN'S GENERAL MUSIC DIRECTOR, DONALD RUNNICLES, WHICH INCLUDED AN INTERNATIONALLY RENOWNED CAST OF ARTISTS: JAMIE BARTON, MELISSA CITRO, KARITA MATTILA, RONNITA MILLER, IRENE THEORIN, RAYMOND ACETO, DANIEL BRENNA, DAVID CANGELOSI, GREER GRIMSLEY, BRANDON JOVANOVICH, STEFAN MARGITA, BRIAN MULLIGAN, ANDREA SILVESTRELLI, AND FALK STRUCKMANN. THE SEASON ALSO INCLUDED THE HIGHLY ANTICIPATED WORLD PREMIERE OF GIRLS OF THE GOLDEN WEST BY COMPOSER JOHN ADAMS WITH LIBRETTO BY DIRECTOR PETER SELLARS; NEW PRODUCTIONS OF STRAUSS' ELEKTRA WITH CHRISTINE GOERKE AND MICHAELA MARTENS; MASSENET'S MANON STARRING ELLIE DEHN AND MICHAEL FABIANO; REPERTORY REVIVALS OF PUCCINI'S TURANDOT WITH MARTINA SERAFIN AND NINA STEMME; VERDI'S LA TRAVIATA WITH DEBUTING ARTISTS AURELIA FLORIAN AND ARTUR RUCINSKI; AND THE DEBUT OF SOL3 MIO WITH A ONE NIGHT CONCERT "CHRISTMAS WITH SOL3 MIO." ADDITIONALLY, THE SAN FRANCISCO OPERA HAS INVITED MANY OF THE WORLD'S LEADING SINGERS, AS WELL AS EMERGING ARTISTS, TO PERFORM AT THE WAR MEMORIAL OPERA HOUSE INCLUDING: J'NAI BRIDGES, JULIA BULLOCK, LEAH CROCETTO, HYE JUNG LEE, ADRIANNE PIECZONKA, PAUL APPLEBY, ATALLA AYAN, SOLOMAN HOWARD, BRIAN JAGDE, ELLIOT MADORE, RYAN MCKINNY, DAVID PERSHALL, DAVONE TINES AND ALFRED WALKER. ON THE PODIUM LEADING THE SAN FRANCISCO OPERA ORCHESTRA AND CHORUS WERE COMPANY MUSIC DIRECTOR, NICOLA LUISOTTI, AS WELL AS PATRICK FOURNILLIER, CHRISTOPHER FRANKLIN, GRANT GERSHON, HENRIK NANASI, IAN ROBERTSON (DIRECTOR OF THE SAN FRANCISCO OPERA CHORUS) AND FABRIZIO CORONA (ASSOCIATE CHORUS MASTER). FEATURED DIRECTORS AND DESIGNERS INCLUDED: VINCENT BOUSSARD, GARNETT BRUCE, ANJA KUHNHOLD, SHAWNA LUCEY, KEITH WARNER, JOHN CONKLIN, DAVID GROPMAN, DAVID HOCKNEY, BORIS KUDLICKA, VINCENT LEMAIRE AND MICHAEL YEARGAN. FOR THE 44TH YEAR, THE OPERA HELD ITS OPERA AT THE PARK CONCERT AT GOLDEN GATE PARK'S SHARON MEADOW FEATURING VARIOUS STARS OF THE FALL SEASON CONDUCTED BY NICOLA LUISOTTI. ADDITIONALLY, FOUR CHORUS CONCERTS WERE PRESENTED AT THE DIANE B. WILSEY CENTER FOR OPERA. SAN FRANCISCO OPERA LAB PRESENTED AN OPERA POP-UP AT GREAT NORTHERN. THROUGHOUT THE 2018 SEASON, NUMEROUS EDUCATIONAL PERFORMANCES, WORKSHOPS/TRAINING PROGRAMS FOR TEACHERS AND ADULTS, AND OPERA STUDY CLUBS WERE HELD REACHING THOUSANDS OF INDIVIDUALS. 3011759 1842868 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. 928403 139214 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, GIVE BALCONY AUDIENCES A BETTER VIEW OF THE STAGE WITH SCREENS SHOWING REAL-TIME HD VIDEO AND SUBTITLES. 970467 970467 58440605 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 478 0 1 938 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 79 78 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA MA NV NY OR UT WA X MICHAEL SIMPSON 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 941024509 ANNE G MCWILLIAMS DIRECTOR 1.00 X 0 0 0 ANNE BRANDEIS POPKIN DIRECTOR 1.00 X 0 0 0 ANNETTE CAMPBELL-WHITE DIRECTOR 1.00 X 0 0 0 BARBARA A WOLFE DIRECTOR 1.00 X 0 0 0 BARBARA MOLLER WARD DIRECTOR 1.00 X 0 0 0 BEN NELSON DIRECTOR 1.00 X 0 0 0 BERNARD OSHER DIRECTOR 1.00 X 0 0 0 BILL RUSSELL-SHAPIRO DIRECTOR 1.00 X 0 0 0 BRUCE W HYMAN DIRECTOR 1.00 X 0 0 0 CP RUSSELL DIRECTOR 1.00 X 0 0 0 CARLYN CLAUSE DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT 1.00 X 0 0 0 CAROL FRANC BUCK DIRECTOR 1.00 X 0 0 0 CAROL PUCCI DOLL DIRECTOR 1.00 X 0 0 0 CHARLES EDWARD HUDSON III DIRECTOR 1.00 X 0 0 0 DAWN YATES BLACK DIRECTOR 1.00 X 0 0 0 DIANE B WILSEY DIRECTOR 1.00 X 0 0 0 DIANNE MARIE TAUBE DIRECTOR 1.00 X 0 0 0 DOREEN WOO HO DIRECTOR 1.00 X 0 0 0 DOROTHY M JEFFRIES DIRECTOR 1.00 X 0 0 0 HELEN MEYER DIRECTOR 1.00 X 0 0 0 I CRAIG HENDERSON MD DIRECTOR 1.00 X 0 0 0 IRA DEARING DIRECTOR 1.00 X 0 0 0 J BOYCE NUTE DIRECTOR 1.00 X 0 0 0 J BURGESS JAMIESON DIRECTOR 1.00 X 0 0 0 JACK CALHOUN DIRECTOR 1.00 X 0 0 0 JACK SCHAFER DIRECTOR 1.00 X 0 0 0 JAMES PATTERSON MCBAINE DIRECTOR 1.00 X 0 0 0 JANE M HARTLEY DIRECTOR 1.00 X 0 0 0 JANE S MUDGE DIRECTOR & GUILD PRESIDENT 1.00 X 0 0 0 JEROME L DODSON DIRECTOR 1.00 X 0 0 0 JOHN HENDRICKSON DIRECTOR 1.00 X 0 0 0 JOSEPH KEEGAN DIRECTOR 1.00 X 0 0 0 JUSTIN MOORE DIRECTOR 1.00 X 0 0 0 KAREN J KUBIN DIRECTOR 1.00 X 0 0 0 KAREN RICHARDSON DIRECTOR (11/16/17-7/31/18) 1.00 X 0 0 0 KARTHIK RAU DIRECTOR 1.00 X 0 0 0 KRISTINA FLANAGAN DIRECTOR 1.00 X 0 0 0 LAWRENCE A KERN DIRECTOR 1.00 X 0 0 0 LOUISE GUND DIRECTOR 1.00 X 0 0 0 MARGARITA GANDIA DIRECTOR 1.00 X 0 0 0 MARK R KROLL DIRECTOR 1.00 X 0 0 0 MARY A POWELL DIRECTOR 1.00 X 0 0 0 MASASHI OKA DIRECTOR 1.00 X 0 0 0 MELINDA YEE FRANKLIN DIRECTOR 1.00 X 0 0 0 MRS DAVID T JOAN TRAITEL DIRECTOR 1.00 X 0 0 0 MRS GEORGE P CHARLOTTE SHULTZ DIRECTOR 1.00 X 0 0 0 TERESA MEDEARIS DIRECTOR 1.00 X 0 0 0 MRS PETER W JAYNE DAVIS DIRECTOR 1.00 X 0 0 0 NANCY S MUELLER DIRECTOR 1.00 X 0 0 0 NICHOLAS M GRAVES DIRECTOR 1.00 X 0 0 0 PATRICK MCCABE DIRECTOR 1.00 X 0 0 0 PETER FENTON DIRECTOR 1.00 X 0 0 0 PHILIP M JELLEY DIRECTOR 1.00 X 0 0 0 RANDALL REYNOSO DIRECTOR 1.00 X 0 0 0 RICHARD J RIGG PHD DIRECTOR 1.00 X 0 0 0 ROBERT A ELLIS DIRECTOR 1.00 X 0 0 0 RUTH A SHORT DIRECTOR 1.00 X 0 0 0 SARAH FENTON DIRECTOR 1.00 X 0 0 0 S SHARIQ YOSUFZAI DIRECTOR 1.00 X 0 0 0 SHANNON ELIOT DIRECTOR & BRAVO! PRESIDENT 1.00 X 0 0 0 SHARON WINSLOW DIRECTOR 1.00 X 0 0 0 SOO VENKATESAN DIRECTOR 1.00 X 0 0 0 STEPHEN S KAHNG DIRECTOR 1.00 X 0 0 0 SYLVIA R LINDSEY DIRECTOR 1.00 X 0 0 0 SUSAN ANDERSON-NORBY DIRECTOR 1.00 X 0 0 0 SUSAN GRAHAM JOHNSTON DIRECTOR 1.00 X 0 0 0 TIMOTHY BLACKBURN DIRECTOR 1.00 X 0 0 0 TIMOTHY F KAHN DIRECTOR 1.00 X 0 0 0 WILLIAM M COUGHRAN JR DIRECTOR 1.00 X 0 0 0 PAUL M CRANE DORFMAN OFFICER OF THE ASSOCIATION - EXECUTIVE VICE PRESID 5.00 X X 0 0 0 LISA ERDBERG OFFICER OF THE ASSOCIATION - VICE PRESIDENT 5.00 X X 0 0 0 KEITH B GEESLIN OFFICER OF THE ASSOCIATION - PRESIDENT 5.00 X X 0 0 0 JOHN A GUNN OFFICER OF THE BOARD - CHAIRMAN 5.00 X X 0 0 0 GEORGE H HUME OFFICER OF THE BOARD - VICE CHAIRMAN/ OFFICER OF T 5.00 X X 0 0 0 FRANKLIN P JOHNSON JR OFFICER OF THE BOARD - CHAIRMAN EMERITUS 5.00 X X 0 0 0 THOMAS A LARSEN OFFICER OF THE ASSOCIATION - SECRETARY 5.00 X X 0 0 0 STEVEN MENZIES OFFICER OF THE BOARD - VICE CHAIRMAN 5.00 X X 0 0 0 KARL O MILLS OFFICER OF THE BOARD - VICE CHAIRMAN 5.00 X X 0 0 0 REID W DENNIS OFFICER OF THE BOARD - CHAIRMAN EMERITUS 5.00 X 0 0 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GEN DIRECTOR & CEO 60.00 X 401657 0 35478 MICHAEL T W SIMPSON OFFICER OF THE ASSN-CFO 60.00 X 294730 0 36028 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY AND A 60.00 X 342666 0 8755 DANIEL KNAPP MANAGING DIRECTOR: PRODUCTION (THROUGH 4/15/17) 60.00 X 286642 0 8740 ANDREW MORGAN DIRECTOR OF DEVELOPMENT 60.00 X 165065 0 10631 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 60.00 X 204264 0 19140 JUDITH FRANKEL DEPUTY DIRECTOR OF DEVELOPMENT (THROU 60.00 X 172701 0 19918 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 60.00 X 229932 0 22450 NICOLA LUISOTTI MUSIC DIRECTOR & PRINCIPAL C 60.00 X 569353 0 30665 DAVID HATCH MASTER CARPENTER 60.00 X 219430 0 51943 JESSICA KOPLOS DIRECTOR OF ELECTRONIC MEDIA 60.00 X 219921 0 11817 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 60.00 X 241023 0 57126 CHRISTOPHER DAVIS WILSEY CENTER HEAD STAGE TECHNICIAN 60.00 X 224820 0 53584 DAVID R GOCKLEY GENERAL DIRECTOR EMERITUS 60.00 X 137500 0 0 3709704 0 366275 108 1 1 0 PALISADES MEDIA GROUP INC 1620 26TH ST 2050N SANTA MONICA CA 90404 MARKETING 1009661 DCM TELEMARKETING 261 WEST 35TH ST SUITE 600 NEW YORK NY 10001 PROFESSIONAL SERVICES 573277 FIRST CLASS PLUS 214 RYAN WAY SOUTH SAN FRANCISCO CA 94080 MAILING CENTER 490616 SMYTHE & SON 900 CHESTNUT STREET 406 SAN FRANCISCO CA 94109 PROFESSIONAL SERVICES/PRINTING 353559 CURTIN THEATRICAL MOVING INC 353 BEL MARIN KEYS BLVD STE 14 NOVATO CA 94949 MOVING AND STORAGE 350209 18 41676 810900 53431295 25683188 54283871 TICKET SALES 900099 20917268 20917268 SF OPERA CENTER 900099 1842868 1842868 MEDIA 900099 139214 139214 794424 794424 23693774 3639756 3639756 72600 199305 0 23262 72600 176043 248643 176043 72600 30978000 27261000 3717000 3717000 3717000 29610 41676 103695 -74085 -74085 250029 157081 92948 92948 PARKING FEES 812930 105152 105152 UBTI FROM PARTNERS 900099 39597 39597 144749 85746656 23869817 39597 7553371 1882646 600199 773458 508989 42904906 37081067 3811984 2011855 3121979 2838207 197198 86574 7712140 6824433 618751 268956 3136524 2632671 342586 161267 161788 88447 65997 7344 230000 230000 432998 432998 282884 282884 1657167 640204 949106 67857 1417144 27017 1390127 1848791 373252 1270071 205468 592487 592487 321344 321344 2386968 1143776 1078028 165164 1885531 1707634 68427 109470 73852 58182 15670 67637 8654 58983 3229296 1303931 1925365 511155 39677 471478 MARKETING/PROMOTION 1671748 170067 512408 989273 PRODUCTION MATERIALS 1572891 1510893 61998 STORAGE & MOVING 681510 672284 9226 BAD DEBT EXPENSE 42210 6614 35596 560270 398666 25094 136510 78385866 58440605 14757940 5187321 141476 103046 10745468 15018846 23890499 21453956 1487838 651605 134354 145327 646591 417410 54223530 29421679 25972515 24801851 169212976 183479920 16486098 16679172 10101644 9555443 258819459 272306576 5534442 4660080 12508715 10817910 3471150 7737247 7442907 25780404 26392047 X 660022 4419022 51281752 49972648 181097281 191522859 233039055 245914529 258819459 272306576 X 7360790 5873817 -359133 X X 0 1 X 1 0 X 41085156 46845775 39734645 70653907 54283871 252603354 41085156 46845775 39734645 70653907 54283871 252603354 69886215 182717139 3326590 2772750 2510729 2823548 3911661 15345278 63708 39597 103305 308424 350126 454696 420767 384791 1918804 269970741 126110454 0.67680 0.69930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 308,424. 2014 AMOUNT: $ 350,126. 2015 AMOUNT: $ 454,696. 2016 AMOUNT: $ 420,767. 2017 AMOUNT: $ 384,791. 1 0 0 0 0 0 1 1 1 4550 4550 0 PART II-B, LINE 1: PROPOSITION E, THE PARTIAL ALLOCATIONS OF HOTEL TAX FOR THE 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. 208273454 13774227 13001279 8760803 226288157 174830510 31390183 16968396 14915635 208273454 182447725 3924736 3055950 14597901 174830510 168704031 21621932 1841456 9719694 182447725 161395094 3021645 14066571 9779279 168704031 0.09440 0.84640 0.05920 1 0 25264189 7418884 17845305 28641146 21687024 6954122 318195 315771 2424 24801851 LIMITED PS - EQUITIES 7836137 F LIMITED PS - REAL ESTATE 296870 F LIMITED PS - INFLATION HEDGE 1278074 F LIMITED PS - PRIVATE EQUITY 6860703 F LIMITED PS - HEDGE FUNDS 332 F 250 POST STREET 407056 C 16679172 CAPITAL LEASE OBLIGATIONS - ST 32671 CAPITAL LEASE OBLIGATIONS - LT 105175 DEFERRED REVENUE - POOLED INCOME FUNDS 286162 DEFERRED SHORT TERM COMPENSATION AND OTHER 294437 DEFERRED LONG TERM COMPENSATION AND OTHER 6724462 7442907 X 92570909 5873817 708046 195601 6777464 85793445 282884 -329673 -46789 85746656 79695435 708046 688806 1396852 78298583 282884 -195601 87283 78385866 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 195,601. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -103,695. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -202,716. RENTAL EXPENSES -23,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 103,695. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 202,716. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 359,133. RENTAL EXPENSES 23,262. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME -195,601. CAYMAN ISLANDS 0 0 PASSIVE INVESTMENT 54085 0 0 0 0 0 0 54085 0 54085 1 0 0 1 1 0 X X X X X X X 1 DCM TELEMARKETING 261 WEST 35TH STREET SUITE 600 NEW YORK NY 10001 ANNUAL GIVING 0 587398 221848 365550 LAUREN BROWN ADAMS 5829 NOTTINGHAM DRIVE OAKLAND CA 94611 ANNUAL, PLANNED, AND CAMPAIGN GIVING 0 0 33596 -33596 BENTZ WHALEY FLESSNER & ASSOCIATES INC 7251 OHMS LANE MINNEAPOLIS MN 55439 ANNUAL GIVING 0 0 16500 -16500 587398 271944 315454 AZ CA MA NV NY OR UT WA BRAVO GALA 71286 41676 29610 5191 49861 3475 45168 71286 41676 29610 5191 49861 3475 45168 103695 -74085 X 1 1 X X X X X 1 0 0 0 0 0 0 1 0 MATTHEW SHILVOCK OFFICER OF THE ASSN-GEN DIRECTOR & C 378657 0 5000 0 18000 0 16200 0 19278 0 437135 0 0 0 MICHAEL T W SIMPSON OFFICER OF THE ASSN-CFO 294730 0 0 0 0 0 18900 0 17128 0 330758 0 0 0 JENNIFER LYNCH MANAGING DIRECTOR: PHILANTHROPY AND 324666 0 0 0 18000 0 8755 0 0 0 351421 0 0 0 DANIEL KNAPP MANAGING DIRECTOR: PRODUCTION (THROU 75683 0 0 0 210959 0 5616 0 3124 0 295382 0 0 0 ANDREW MORGAN DIRECTOR OF DEVELOPMENT 147346 0 0 0 17719 0 10631 0 0 0 175696 0 0 0 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 189264 0 15000 0 0 0 11625 0 7515 0 223404 0 0 0 JUDITH FRANKEL DEPUTY DIRECTOR OF DEVELOPMENT (THRO 148701 0 0 0 24000 0 12403 0 7515 0 192619 0 0 0 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 202069 0 10000 0 17863 0 13493 0 8957 0 252382 0 0 0 NICOLA LUISOTTI MUSIC DIRECTOR & PRINCIPAL C 568146 0 0 0 1207 0 12746 0 17919 0 600018 0 0 0 DAVID HATCH MASTER CARPENTER 219430 0 0 0 0 0 22520 0 29423 0 271373 0 0 0 JESSICA KOPLOS DIRECTOR OF ELECTRONIC MEDIA 104631 0 0 0 115290 0 7443 0 4374 0 231738 0 0 0 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 223023 0 0 0 18000 0 24584 0 32542 0 298149 0 0 0 CHRISTOPHER DAVIS WILSEY CENTER HEAD STAGE TECHNICIAN 206820 0 0 0 18000 0 23020 0 30564 0 278404 0 0 0 DAVID R GOCKLEY GENERAL DIRECTOR EMERITUS 137500 0 0 0 0 0 0 0 0 0 137500 0 0 0 PART I, LINE 1A NICOLA LUISOTTI, MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR, RECEIVED REIMBURSEMENT FOR TWO SPOUSAL TRANSATLANTIC AIR FARES PER YEAR. DURING 2017, TWO FARES WERE REQUIRED AT A COST OF $11,050. CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. PART I, LINE 4A DANIEL KNAPP RECEIVED A CONTRACTED SEVERANCE PAYMENT IN THE AMOUNT OF $192,959. JESSICA KOPLOS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $115,290. PART I, LINE 7 THE BOARD AUTHORIZED A DISCRETIONARY BONUS FOR THE CEO. THE CEO AUTHORIZED DISCRETIONARY BONUSES FOR TWO OTHER EMPLOYEES. MARY POWELL DIRECTOR 41793 FLORAL SERVICES - MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. 0 CHARLES EDWARD HUDSON III DIRECTOR 22964 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 37114 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 4235 FOOD SERVICES - WILLIAM RUSSELL-SHAPIRO OWNS ARLEQUIN CAFE WHICH PROVIDES FOOD TO THE OPERA. 0 HELEN MEYER DIRECTOR 82445 SOUND EQUIPMENT PROVIDER - HELEN MEYER IS A PRINCIPAL, OFFICER, AND DIRECTOR OF MEYER SOUND, INC. WHICH PROVIDES SOUND EQUIPMENT TO THE OPERA. 0 0 X 121 25511946 FMV AT DATE OF GIFT X MISC 5 90983 FMV AT DATE OF GIFT X FOOD/BEVERAGE 9 65378 FMV AT DATE OF GIFT X COSTUME SUPPLIES 1 15000 FMV AT DATE OF GIFT 0 1 1 PART I, COLUMN (B): ALL CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED. SCHEDULE M, PART I, COLUMN (B), LINE 9: STOCK CONTRIBUTIONS REPRESENTED THE NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. DURING THE COURSE OF SOLICITATION, (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. FORM 990, PART VI, SECTION A, LINE 2 THOMAS A. LARSEN, OFFICER AND SECRETARY, HAS A BUSINESS RELATIONSHIP WITH GEORGE HUME, OFFICER AND VICE-CHAIR. THOMAS A. LARSEN, OFFICER AND SECRETARY, HAS A BUSINESS RELATIONSHIP WITH JOHN GUNN, DIRECTOR AND CHAIRMAN. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH C.P. RUSSELL, DIRECTOR. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH FRANKLIN P. JOHNSON, JR., OFFICER AND CHAIRMAN EMERITUS. KARL MILLS, OFFICER AND VICE-CHAIR, HAS A BUSINESS RELATIONSHIP WITH VARIOUS DIRECTORS, VIA AN INVESTMENT ADVISORY FIRM AND ONE DIRECTOR IS A SHAREHOLDER. WILLIAM M. COUGHRAN, JR., DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH KEITH GEESLIN, OFFICER AND PRESIDENT. KAREN RICHARDSON, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH KARL 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 -359,133. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE ROLE THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION AND RECOMMENDATION TO THE BOARD OF THE INDEPENDENT ACCOUNTING FIRM. THE COMMITTEE HELD THREE MEETINGS WITH BOARD MEMBERS, OFFICERS OF THE OPERA, AND INDEPENDENT AUDITORS. CHARITABLE REMAINDER TRUSTS (10) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 POOLED INCOME FUNDS (10) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 CHARITABLE GIFT ANNUITIES (13) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0