SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-06-12
- IRS object ID
- 201831639349300918
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-12T15:09:59-05:00 | ReturnTs |
| Tax Period End | 2017-07-31 | 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 | 2016-08-01 | 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 | 2018-06-11 | 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 | 2018-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $165,504,651 | 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 | 79 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 78 | VotingMembersIndependentCnt |
| Total Employee | 1110 | TotalEmployeeCnt |
| Total Volunteers | 588 | TotalVolunteersCnt |
| Total Gross UBI | $63,708 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,734,645 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,653,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,844,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,866,406 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,305,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,560,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,573 | PYOtherRevenueAmt |
| CY Other Revenue | $333,074 | CYOtherRevenueAmt |
| PY Total Revenue | $70,932,725 | PYTotalRevenueAmt |
| CY Total Revenue | $102,414,224 | 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 | $60,579,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,566,333 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $252,362 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $257,840 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,782,765 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,519,892 | PYOtherExpensesAmt |
| CY Other Expenses | $20,002,667 | CYOtherExpensesAmt |
| PY Total Expenses | $81,351,738 | PYTotalExpensesAmt |
| CY Total Expenses | $77,826,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,419,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,587,384 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $224,924,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,819,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,720,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,780,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $199,204,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $233,039,055 | 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 | $51,694,029 | ExpenseAmt |
| Revenue | $20,793,890 | RevenueAmt |
| Desc | Production and Artistic Accomplishments The Opera presented 68 main stage performances of nine operas of the highest quality in addition to numerous concerts, recitals, workshops, and community engagement events attracting more than 265,029 individuals during the 2017 season. Highlights of the 94th season included the World Premiere of BRIGHT SHENG'S DREAM OF THE RED CHAMBER; a new production of VERDI'S AIDA; productions new to San Francisco: GIORDANO'S ANDREA CHENIER, DONIZETTI'S DON PASQUALE, and revivals of JANACEK'S THE MAKROPULOS CASE, PUCCINI'S MADAMA BUTTERFLY, VERDI'S RIGOLETTO, MOZART'S DON GIOVANNI, and PUCCINI'S LA BOHEME. The Company presented the second season of SF OPERA LAB at the DIANE B. WILSEY CENTER FOR OPERA; highlights included Ted HEARNE'S THE SOURCE, POULENC'S LA VOIX HUMAINE, a concert by the a cappella group ROOM FULL OF TEETH, and a CHAMBERWORKS concert with musicians from the SFO Orchestra. Additionally, the Company presented OUT OF THE SHADOWS, A CONCERT WITH THE SAN FRANCISCO OPERA CHORUS, SAN FRANCISCO OPERA ORCHESTRA UP CLOSE: THE STRINGS and two sold out Pop-up events. Many of the world's most important singers, conductors, directors and creative artists were assembled for the season including singers: RAYMOND ACETO, JULIE ADAMS, JULIUS AHN, ERIK ANSTINE, ANNA CATERINA ANTONACCI, J'NAI BRIDGES, LAWRENCE BROWNLEE, ARTURO CHACON-CRUZ, ANTHONY CLARK EVANS, VINCENZO COSTANZO, LEAH CROCETTO, ILDEBRANDO D'ARCANGELO, STANISLAS DE BARBEYRAC, ELLIE DEHN , GEORGE GAGNIDZE, ERIKA GRIMALDI, LIANNA HAROUTOUNIAN, AUDUN IVERSEN, BRIAN JAGDE, PUREUM JO, QUINN KELSEY, YONGHOON LEE, NINO MACHAIDZE, ANA MARIA MARTINEZ, LUCAS MEACHEM, NADJA MICHAEL, MAURIZIO MURARO, EDWARD NELSON, PENE PATI, ANNA PIROZZI, STEPHEN POWELL, IRENE ROBERTS, ERWIN SCHROTT, EKATERINA SEMENCHUK, SARAH SHAFER, YIJIE SHI, HEIDI STOBER, MICHAEL SUMUEL, ZANDA SVEDE, DALE TRAVIS, ERIN WALL, and CHARLES WORKMAN. On the podium leading the SAN FRANCISCO OPERA ORCHESTRA AND CHORUS were Company Music Director NICOLA LUISOTTI, Resident Conductor JORDI BERNACER, as well as YVES ABEL, GIUSEPPE FINZI, GEORGE MANAHAN, MARC MINKOWSKI, CARLO MONTANARO, and MIKHAIL TATARNIKOV; IAN ROBERTSON, director of the San Francisco Opera Chorus, and FABRIZIO CORONA, Associate Chorus Master. For the 43rd 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 AND GEORGE MANAHAN. SAN FRANCISCO OPERA returned to AT&T PARK for the Company's 11th Opera at the Ballpark live HD simulcast of DON GIOVANNI over the July 4th holiday weekend. Throughout the 2017 season, numerous educational performances, workshops/training programs for teachers and adults, and opera study clubs were held reaching thousands of individuals. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,241,727 | ExpenseAmt |
| Revenue | $169,610 | 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. Classical radio station KDFC in San Francisco broadcast the Company's full season to an audience of approximately 25,000 listeners per title, with rebroadcasts via the WFMT Radio Network to a national and international audience of nearly 7 million for the entire series. Continuing a partnership started in 2010, KQED Public Television broadcast two encore titles ATTILA AND MEFISTOFELE which were previously released as part of the Company's Grand Opera Cinema Series and presented in movie theaters and performing arts venues throughout the western United States. The eleventh live simulcast to AT&T Park MOZART'S DON GIOVANNI attracted a crowd of over 26,000 to OPERA AT THE BALLPARK, an event produced in partnership with the San Francisco Giants. Short format web videos were viewed on the Company's YouTube page over 261,000 times throughout the year, bringing the total views as of July 31, 2017 of these 700+ videos, to over one million-three hundred thousand. The Company's pioneering OperaVision, 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 | $3,062,334 | ExpenseAmt |
| Revenue | $1,851,228 | 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 | $1,247,386 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $1,247,386 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $57,998,090 | 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 | Yes (1) | 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 | 0 | 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 | 348 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1110 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 79 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 78 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Anne G McWilliams | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anne Popkin | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Annette Campbell-White | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara A Wolfe | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Ward Wonder | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ben Nelson | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bernard Osher | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bill Russell-Shapiro | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce W Hyman | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CP Russell | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carlyn Clause | |||||||||
| Director & Merola Opera Program President | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Franc Buck | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Pucci Doll | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Edward Hudson III | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charlot D Malin | |||||||||
| Director & Guild President (8/1/16 - 3/13/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dawn Yates Black | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Doreen Woo Ho | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dorothy M Jeffries | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Harriet Meyer Quarre | |||||||||
| Director (8/1/16 - 9/9/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Helen Meyer | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| I Craig Henderson MD | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ira D Dearing | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Boyce Nute | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Burgess Jamieson | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Patterson McBaine | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Calhoun | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Schafer | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jane M Hartley | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jane Mudge | |||||||||
| Director & Guild President (1/1/17 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jerome Dodson | |||||||||
| Director (8/1/16 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Hendrickson | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph D Keegan PhD | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Justin Moore | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen J Kubin | |||||||||
| Director (8/1/16 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karthik Rau | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kristina Johnson Flanagan | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lauren Groff | |||||||||
| Director & BRAVO! President (8/1/16 - 12/31/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence A Kern | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lorry I Lokey | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Louise Gund | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Margarita Gandia | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark R Kroll | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary A Powell | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Masashi Oka | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Melinda Yee-Franklin | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Alfred S Dede Wilsey | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs David T Joan Traitel | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs George P Charlotte Shultz | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Mark A Teresa Medearis | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Peter W Jayne Davis | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Tad Dianne Taube | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy S Mueller | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas M Graves | |||||||||
| Director (8/1/16 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick McCabe | |||||||||
| Director (11/17/16 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Fenton | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Philip M Jelley | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Randall Reynoso | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard J Rigg PhD | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Ellis | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth A Short | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sally Fenton | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| S Shariq Yosufzai | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shannon Eliot | |||||||||
| Director & BRAVO! President (1/1/17 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Winslow | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Soo Venkatesan | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen S Kahng | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sylvia R Lindsey | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Anderson-Norby | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Graham Johnston | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy Blackburn | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy F Kahn | |||||||||
| Director (8/1/16 - 7/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| William M Coughran Jr | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul M Crane Dorfman | |||||||||
| 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 / Officer of | 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 | $374,927 | $0 | $37,522 | Yes (X) | ||||
| Michael T W Simpson | |||||||||
| OFFICER OF THE ASSN-CFO | 60.00 | $295,982 | $0 | $38,957 | Yes (X) | ||||
| Daniel Knapp | |||||||||
| MANAGING DIRECTOR: PRODUCTION | 60.00 | $222,653 | $0 | $16,902 | Yes (X) | ||||
| Marcia Lazer | |||||||||
| DIRECTOR OF MKTING | 60.00 | $186,314 | $0 | $20,618 | Yes (X) | ||||
| Gregory Henkel | |||||||||
| MANAGING DIRECTOR: ARTISTIC | 60.00 | $166,390 | $0 | $16,519 | Yes (X) | ||||
| Judith Frankel | |||||||||
| DEPUTY DIRECTOR OF DEVELOPMENT | 60.00 | $157,282 | $0 | $18,169 | Yes (X) | ||||
| Jennifer Good | |||||||||
| MANAGING DIRECTOR: OPERATIONS | 60.00 | $162,579 | $0 | $18,853 | Yes (X) | ||||
| Nicola Luisotti | |||||||||
| MUSIC DIR & PRINCIPAL CONDUCTOR | 60.00 | $549,374 | $0 | $33,403 | Yes (X) | ||||
| David Hatch | |||||||||
| MASTER CARPENTER | 60.00 | $193,843 | $0 | $45,802 | Yes (X) | ||||
| Lori Harrison | |||||||||
| MASTER OF PROPERTIES | 60.00 | $188,047 | $0 | $44,380 | Yes (X) | ||||
| Douglas Mitchell | |||||||||
| MASTER AUDIO/VIDEO ENGINEER | 60.00 | $232,195 | $0 | $54,976 | Yes (X) | ||||
| Leon Parsons | |||||||||
| MASTER ELECTRICIAN | 60.00 | $181,130 | $0 | $42,720 | Yes (X) | ||||
| David R Gockley | |||||||||
| FORMER OFFICER OF THE ASSN- GENERAL DIRECTOR EMERI | 60.00 | $870,892 | $0 | $128,275 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,781,608 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $517,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 94 | 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 | |||||
| 1620 26th Street 2050N | Santa Monica | CA | 90404 | Marketing | $965,124 |
| DCM Telemarketing | |||||
| 45 Main Street Ste 816 | Brooklyn | NY | 11201 | Professional Services | $581,601 |
| First Class Plus | |||||
| 1750 Cesar Chavez Unit E | San Francisco | CA | 94124 | Mailing Center | $513,520 |
| CURTIN THEATRICAL MOVING INC | |||||
| 353 BEL MARIN KEYS BLVD SUITE 14 | NOVATO | CA | 94949 | MOVING AND STORAGE | $467,027 |
| SMYTHE AND SON | |||||
| 900 CHESTNUT STREET 406 | SAN FRANCISCO | CA | 94109 | PROFESSIONAL SERVICES/PRINTING | $399,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,127,047 | FundraisingAmt |
| Related Organizations | $503,071 | RelatedOrganizationsAmt |
| Government Grants | $767,049 | GovernmentGrantsAmt |
| All Other Contributions | $67,256,740 | AllOtherContributionsAmt |
| Noncash Contributions | $32,162,035 | NoncashContributionsAmt |
| Total Contributions | $70,653,907 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Sales | 900099 | $20,793,890 | $20,793,890 |
| SF Opera Center | 900099 | $1,851,228 | $1,851,228 |
| Other Program Revenue | 900099 | $1,051,678 | $1,051,678 |
| Media | 900099 | $169,610 | $169,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,866,406 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,557,807 | TotalRevenueColumnAmt |
| Exclusion | $2,557,807 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,650 | RealAmt |
| Personal | $198,091 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $2,383 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,650 | RealAmt |
| Personal | $195,708 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $263,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $195,708 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $67,650 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,676,315 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,673,285 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,003,030 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,003,030 | TotalRevenueColumnAmt |
| Exclusion | $5,003,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,569 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,127,047 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $266,151 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$202,582 | TotalRevenueColumnAmt |
| Exclusion | -$202,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $242,580 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $148,608 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,972 | TotalRevenueColumnAmt |
| Exclusion | $93,972 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Parking Fees | 812930 | $114,618 | $114,618 | |
| UBI gain from partners | 900099 | $63,708 | $63,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $178,326 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,414,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,062,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $63,708 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,634,495 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,040,896 | TotalAmt |
| Program Services | $895,984 | ProgramServicesAmt |
| Management And General | $852,164 | ManagementAndGeneralAmt |
| Fundraising | $292,748 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,086,523 | TotalAmt |
| Program Services | $36,356,890 | ProgramServicesAmt |
| Management And General | $3,476,483 | ManagementAndGeneralAmt |
| Fundraising | $2,253,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,755,149 | TotalAmt |
| Program Services | $2,472,764 | ProgramServicesAmt |
| Management And General | $192,127 | ManagementAndGeneralAmt |
| Fundraising | $90,258 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,631,764 | TotalAmt |
| Program Services | $6,700,711 | ProgramServicesAmt |
| Management And General | $608,170 | ManagementAndGeneralAmt |
| Fundraising | $322,883 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,052,001 | TotalAmt |
| Program Services | $2,572,953 | ProgramServicesAmt |
| Management And General | $314,419 | ManagementAndGeneralAmt |
| Fundraising | $164,629 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,798 | TotalAmt |
| Program Services | $56,479 | ProgramServicesAmt |
| Management And General | $127,144 | ManagementAndGeneralAmt |
| Fundraising | $13,175 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,000 | TotalAmt |
| Management And General | $220,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,841 | TotalAmt |
| Management And General | $25,841 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,840 | TotalAmt |
| Fundraising | $257,840 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,837 | TotalAmt |
| Management And General | $406,837 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,122 | TotalAmt |
| Program Services | $797,681 | ProgramServicesAmt |
| Management And General | $1,024,710 | ManagementAndGeneralAmt |
| Fundraising | $111,731 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046,890 | TotalAmt |
| Program Services | $52,669 | ProgramServicesAmt |
| Management And General | $1,994,221 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,706,107 | TotalAmt |
| Program Services | $362,229 | ProgramServicesAmt |
| Management And General | $1,122,428 | ManagementAndGeneralAmt |
| Fundraising | $221,450 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,309 | TotalAmt |
| Management And General | $497,309 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,876 | TotalAmt |
| Program Services | $123,876 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,226,665 | TotalAmt |
| Program Services | $981,414 | ProgramServicesAmt |
| Management And General | $1,066,607 | ManagementAndGeneralAmt |
| Fundraising | $178,644 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,905 | TotalAmt |
| Program Services | $1,638,988 | ProgramServicesAmt |
| Management And General | $29,101 | ManagementAndGeneralAmt |
| Fundraising | $77,816 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,713 | TotalAmt |
| Program Services | $1,245 | ProgramServicesAmt |
| Management And General | $64,468 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,754 | TotalAmt |
| Management And General | $48,754 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,265,909 | TotalAmt |
| Program Services | $1,356,196 | ProgramServicesAmt |
| Management And General | $1,909,713 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,840 | TotalAmt |
| Program Services | $39,711 | ProgramServicesAmt |
| Management And General | $487,129 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION MATERIALS | $2,256,372 | $2,191,791 | $64,581 | |
| MARKETING/PROMOTION | $1,482,468 | $316,487 | $407,199 | $758,782 |
| STORAGE & MOVING | $621,856 | $618,647 | $3,209 | |
| other expenses | $553,431 | $461,375 | $86,655 | $5,401 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,974 | TotalAmt |
| Management And General | $16,716 | ManagementAndGeneralAmt |
| Fundraising | $34,258 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,826,840 | TotalAmt |
| Program Services | $57,998,090 | ProgramServicesAmt |
| Management And General | $15,045,985 | ManagementAndGeneralAmt |
| Fundraising | $4,782,765 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,691,511 | BOYAmt |
| EOY | $141,476 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,859,979 | BOYAmt |
| EOY | $10,745,468 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,425,860 | BOYAmt |
| EOY | $23,890,499 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,650 | BOYAmt |
| EOY | $1,487,838 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,103 | BOYAmt |
| EOY | $134,354 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,206 | BOYAmt |
| EOY | $646,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,195,514 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,222,999 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,527,565 | BOYAmt |
| EOY | $25,972,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,860,405 | BOYAmt |
| EOY | $169,212,976 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,814,303 | BOYAmt |
| EOY | $16,486,098 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,569,375 | BOYAmt |
| EOY | $10,101,644 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,924,957 | BOYAmt |
| EOY | $258,819,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,517,994 | BOYAmt |
| EOY | $5,534,442 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,391,000 | BOYAmt |
| EOY | $12,508,715 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,811,780 | BOYAmt |
| EOY | $7,737,247 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,720,774 | BOYAmt |
| EOY | $25,780,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,188 | BOYAmt |
| EOY | $660,022 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,941,176 | BOYAmt |
| EOY | $51,281,752 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,052,819 | BOYAmt |
| EOY | $181,097,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,204,183 | BOYAmt |
| EOY | $233,039,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,924,957 | BOYAmt |
| EOY | $258,819,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,587,384 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,766,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$518,861 | 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 | $40,106,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,085,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,845,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,734,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,653,907 | CurrentTaxYearAmt |
| Total | $238,426,147 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,106,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,085,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,845,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,734,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,653,907 | CurrentTaxYearAmt |
| Total | $238,426,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $60,543,909 | SubstantialContributorsTotAmt |
| Public Support Total170 | $177,882,238 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,565,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,326,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,772,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,510,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,823,548 | CurrentTaxYearAmt |
| Total | $13,999,524 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $63,708 | CurrentTaxYearAmt |
| Total | $63,708 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $454,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $420,767 | CurrentTaxYearAmt |
| Total | $1,867,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $254,357,332 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $125,215,299 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71090 | 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 | OTHER INCOME - 2012 Amount: $ 333,940. 2013 Amount: $ 308,424. 2014 Amount: $ 350,126. 2015 Amount: $ 454,696. 2016 Amount: $ 420,767. | 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 | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $25,841 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,841 | 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 | Legislative activity was in support of "Yes on S, San Franciscans for the Arts & Ending Family Homelessness," a San Francisco City Ballot Measure Committee, for the allocation of hotel tax funds in support of the arts and ending family homelessness. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,395,094 | BeginningYearBalanceAmt |
| Contributions | $3,021,645 | ContributionsAmt |
| Investment Earnings Or Losses | $14,066,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,779,279 | OtherExpendituresAmt |
| End Year Balance | $168,704,031 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,305,171 | BeginningYearBalanceAmt |
| Contributions | $6,095,205 | ContributionsAmt |
| Investment Earnings Or Losses | $13,332,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,337,592 | OtherExpendituresAmt |
| End Year Balance | $161,395,094 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04040 | 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 | $25,065,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,280,133 | DepreciationAmt |
| Book Value | $18,785,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,811,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,633,625 | DepreciationAmt |
| Book Value | $7,178,081 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,241 | DepreciationAmt |
| Book Value | $8,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,972,515 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited PS - Equities | $7,466,439 | F |
| Limited PS - Real Estate | $389,413 | F |
| Limited PS - Inflation Hedge | $1,291,936 | F |
| Limited PS - Private Equity | $6,930,918 | F |
| Limited PS - Hedge Funds | $336 | F |
| 250 Post Street | $407,056 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,486,098 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Obligations - ST | $103,350 |
| DefeRred Revenue - Pooled Income Funds | $218,346 |
| DEFERRED Short Term Compensation and Other | $516,621 |
| DEFERRED Long Term Compensation and Other | $6,898,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,737,247 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $112,751,418 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,766,349 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $755,959 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$195,420 | OtherRevenueAmt |
| Revenue Not Reported | $10,326,888 | RevenueNotReportedAmt |
| Revenue Subtotal | $102,424,530 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $406,837 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$417,143 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$10,306 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $102,414,224 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,916,546 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $755,959 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $936,004 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,691,963 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,224,583 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $406,837 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $195,420 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $602,257 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $77,826,840 | 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, TICKETS FOR THE UNDERPRIVILEGED, 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 PURPOSE. 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 THE 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 LITIGATION 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 POSITION 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 -195,420. |
| Part XI, Line 4b - Other Adjustments: | Special Events Expenses -266,152. Inventory Sales, Returns, Allowances & Costs -148,608. Rental Expenses -2,383. |
| Part XII, Line 2d - Other Adjustments: | Special Events Expenses 266,152. Inventory Sales, Returns, Allowances & Costs 148,608. Donated Property - expensed over useful life 518,861. Rental Expenses 2,383. |
| Part XII, Line 4b - Other Adjustments: | PRIOR YEAR'S RETIREMENT EXPENSES GROUPED IN NON-OPERATING INCOME 195,420. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Cayman Islands | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Passive Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $57,324 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $57,324 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $57,324 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | 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 (2 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 | ||||||||
| 330 West 38th St Ste 207 | NY | NY | 10018 | Annual Giving | 0 | $618,673 | $249,646 | $369,027 |
| Gregory Lassonde | ||||||||
| PO Box 27427 | Oakland | CA | 94602 | Planned Giving | 0 | $0 | $7,000 | -$7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $618,673 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $256,646 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $362,027 | 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 | RED CHAMBER | Event1Nm |
| Gross Receipts Event1 | $2,138,557 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,104,238 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,319 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,749 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $107,465 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $50,330 | OtherDirectExpensesEvent1Amt |
| Event2 | BRAVO GALA | Event2Nm |
| Gross Receipts Event2 | $52,059 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,809 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,250 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,832 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,228 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,955 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $72,342 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,190,616 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,127,047 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,569 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,581 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $129,693 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,205 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $122,672 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $266,151 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$202,582 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | 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 (13 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 | $331,927 | $0 | $25,000 | $0 | $18,000 | $0 | $13,279 | $0 | $24,243 | $0 | $412,449 | $0 | $0 | $0 |
| Michael T W Simpson | ||||||||||||||
| OFFICER OF THE ASSN-CFO | $270,982 | $0 | $25,000 | $0 | $0 | $0 | $18,550 | $0 | $20,407 | $0 | $334,939 | $0 | $0 | $0 |
| Daniel Knapp | ||||||||||||||
| MANAGING DIRECTOR: PRODUCTION | $212,881 | $0 | $0 | $0 | $9,772 | $0 | $10,147 | $0 | $6,755 | $0 | $239,555 | $0 | $0 | $0 |
| Marcia Lazer | ||||||||||||||
| DIRECTOR OF MKTING | $162,314 | $0 | $0 | $0 | $24,000 | $0 | $13,335 | $0 | $7,283 | $0 | $206,932 | $0 | $0 | $0 |
| Gregory Henkel | ||||||||||||||
| MANAGING DIRECTOR: ARTISTIC | $166,390 | $0 | $0 | $0 | $0 | $0 | $9,764 | $0 | $6,755 | $0 | $182,909 | $0 | $0 | $0 |
| Judith Frankel | ||||||||||||||
| DEPUTY DIRECTOR OF DEVELOPMENT | $133,282 | $0 | $0 | $0 | $24,000 | $0 | $11,303 | $0 | $6,866 | $0 | $175,451 | $0 | $0 | $0 |
| Jennifer Good | ||||||||||||||
| MANAGING DIRECTOR: OPERATIONS | $148,224 | $0 | $0 | $0 | $14,355 | $0 | $10,032 | $0 | $8,821 | $0 | $181,432 | $0 | $0 | $0 |
| Nicola Luisotti | ||||||||||||||
| MUSIC DIR & PRINCIPAL CONDUCTOR | $547,598 | $0 | $0 | $0 | $1,776 | $0 | $11,100 | $0 | $22,303 | $0 | $582,777 | $0 | $0 | $0 |
| David Hatch | ||||||||||||||
| MASTER CARPENTER | $193,843 | $0 | $0 | $0 | $0 | $0 | $18,130 | $0 | $27,672 | $0 | $239,645 | $0 | $0 | $0 |
| Lori Harrison | ||||||||||||||
| MASTER OF PROPERTIES | $188,047 | $0 | $0 | $0 | $0 | $0 | $17,567 | $0 | $26,813 | $0 | $232,427 | $0 | $0 | $0 |
| Douglas Mitchell | ||||||||||||||
| MASTER AUDIO/VIDEO ENGINEER | $214,195 | $0 | $0 | $0 | $18,000 | $0 | $21,761 | $0 | $33,215 | $0 | $287,171 | $0 | $0 | $0 |
| Leon Parsons | ||||||||||||||
| MASTER ELECTRICIAN | $157,130 | $0 | $0 | $0 | $24,000 | $0 | $16,910 | $0 | $25,810 | $0 | $223,850 | $0 | $0 | $0 |
| David R Gockley | ||||||||||||||
| FORMER OFFICER OF THE ASSN- GENERAL | $307,412 | $0 | $541,574 | $0 | $21,906 | $0 | $123,550 | $0 | $4,725 | $0 | $999,167 | $0 | $420,750 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | David Gockley, Officer and General Director, received compensation for a health and social membership at an annual cost of $1,379. Nicola Luisotti, Music Director and Principal Conductor, received reimbursement for two spousal transatlantic air fares per year. During 2016, two fares were required at a cost of $10,045. Cell phones provided to employees primarily for business purposes are a working condition fringe and not reportable as compensation. |
| Part I, Line 4b | The Opera maintained a deferred compensation plan for General Director, David Gockley, in the amount of $105,000. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Mary Powell | |||
| Director | $44,981 | Floral services | 0 |
| Steven Menzies | |||
| Director | $304,173 | Insurance services | 0 |
| Charles Edward Hudson III | |||
| Director | $29,763 | transportation services | 0 |
| Justin Moore | |||
| Director | $20,897 | Disaster Recovery and backup services | 0 |
| WILLIAM RUSSELL-SHAPIRO | |||
| DIRECTOR | $2,276 | Food services | 0 |
| Helen Meyer | |||
| Director | $36,943 | Sound equipment provider | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 148 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,390,740 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV at Date of Gift | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Food/Beverage | 21 | $588,222 | FMV at Date of Gift |
| Yes (X) | TRANSPORTATION | 6 | $146,506 | FMV at Date of Gift |
| Yes (X) | COSTUME SUPPLIES | 5 | $20,900 | FMV at Date of Gift |
| Yes (X) | MISC | 5 | $15,667 | FMV at Date of Gift |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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): | LINE 9: ALL CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED. STOCK CONTRIBUTIONS REPRESENTED THE NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. LINE 9: 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 (8 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 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. WILLIAM M. COUGHRAN, JR., Director, has a business relationship with KEITH GEESLIN, Officer and President. SARAH FENTON, Director, has a family relationship with PETER FENTON, Director. Karl Mills, Officer and Vice-Chair, has a business relationship with various directors, via an investment advisory firm and one director is a shareholder. |
| Form 990, Part VI, Section A, line 4 | The by-laws of the San Francisco Opera Association were amended on April 5, 2017 to include the following changes: Section 5.03 Updated approval requirement to a super majority for the investment committee to make investment decisions. |
| 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 | Governing Documents the conflict of interest policy, and current annual financial statements are available on the San Francisco Opera Website (www.sfopera.com). A copy of the 990 is available on the Guidestar website (www.guidestar.com). |
| Form 990, Part XI, line 9: | Donated Property -Expensed Over Useful Life -518,861. |
| Form 990, Part XII, Line 2c: Audit Committee Role | The Audit Committee is set up to oversee the audit and selection of the independent accounting firm. The committee held three meetings with board members, officers of the opera, and independent auditors. |