SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-06-11
- IRS object ID
- 201541629349300959
- Schema version
- 2013v4.0
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-11T17:20:34-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GOCKLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155653295 | PhoneNum |
| Signature | 2015-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN HENLEY | PreparerPersonNm |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID GOCKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $127,261,194 | 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 | 1932 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OF THE MOST IMPORTANT (CONTINUED ON SCHED O) 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 | 78 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 77 | VotingMembersIndependentCnt |
| Total Employee | 1088 | TotalEmployeeCnt |
| Total Volunteers | 675 | TotalVolunteersCnt |
| Total Gross UBI | -$75,267 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$75,267 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,106,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,085,156 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,611,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,637,759 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,680,528 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,587,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | $277,420 | PYOtherRevenueAmt |
| CY Other Revenue | $497,609 | CYOtherRevenueAmt |
| PY Total Revenue | $69,676,031 | PYTotalRevenueAmt |
| CY Total Revenue | $75,808,500 | 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 | $51,051,911 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,368,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $319,461 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $299,018 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,922,358 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,136,553 | PYOtherExpensesAmt |
| CY Other Expenses | $18,257,936 | CYOtherExpensesAmt |
| PY Total Expenses | $67,507,925 | PYTotalExpensesAmt |
| CY Total Expenses | $73,925,003 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,168,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,883,497 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $210,148,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,116,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,328,344 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,108,947 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $187,820,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $197,007,728 | 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 | $49,919,082 | ExpenseAmt |
| Revenue | $22,674,340 | RevenueAmt |
| Desc | PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - THE OPERA PRESENTED 68 MAINSTAGE PERFORMANCES OF EIGHT OPERAS OF THE HIGHEST ARTISTIC QUALITY IN ADDITION TO NUMEROUS CONCERTS, RECITALS, WORKSHOPS, AND COMMUNITY ENGAGEMENT EVENTS ATTRACTING MORE THAN 271,954 INDIVIDUALS DURING THE 2014 SEASON. HIGHLIGHTS OF THE 91ST SEASON INCLUDED A WORLD PREMIERE OF TOBIAS PICKER'S "DOLORES CLAIBORNE," NEW PRODUCTIONS OF ROSSINI'S "IL BARBIERE DI SIVIGLIA," AND WAGNER'S "THE FLYING DUTCHMAN," AS WELL AS BOITO'S "MEFISTOFELE," VERDI'S "FALSTAFF," KERN AND HAMMERSTEIN'S "SHOW BOAT," VERDI'S "LA TRAVIATA," AND PUCCINI'S "MADAMA BUTTERFLY." SPECIAL TO THE FALL SEASON AND IN HONOR OF VERDI'S BICENTENNIAL CELEBRATION, SAN FRANCISCO OPERA JOINED WITH THE RENOWNED TEATRO DI SAN CARLO OF NAPLES FOR A CONCERT OF THE COMPOSER'S "MESSA DA REQUIEM" FEATURING A 320 PERSON DOUBLE ORCHESTRA AND CHORUS. MANY OF THE WORLD'S MOST IMPORTANT SINGERS, CONDUCTORS, DIRECTORS AND CREATIVE ARTISTS WERE ASSEMBLED FOR THE SEASON INCLUDING SINGERS: AINHOA ARTETA, NICOLE CABELL, LEAH CROCETTO, ELIZABETH DESHONG, ELIZABETH FUTRAL, ISABEL LEONARD, LISE LINDSTROM, DANIELA MACK, AILYN PEREZ, PATRICIA RACETTE, HEIDI STOBER, ILDAR ABDRAZAKOV, JAVIER CAMARENA, ALESSANDRO CORBELLI, STEPHEN COSTELLO, MICHAEL FABIANO, GREER GRIMSLEY, AUDUN IVERSEN, BRIAN JAGDE, QUINN KELSEY, LUCAS MEACHEM, BRIAN MULLIGAN, MAURIZIO MURARO, SAIMIR PIRGU, MORRIS ROBINSON, ALEK SHRADER, KRISTINN SIGMUNDSSON, VLADIMIR STOYANOV, BRYN TERFEL, AND RAMON VARGAS. ON THE PODIUM LEADING THE SAN FRANCISCO OPERA ORCHESTRA AND CHORUS WAS COMPANY MUSIC DIRECTOR NICOLA LUISOTTI, PRINCIPAL GUEST CONDUCTOR PATRICK SUMMERS, COMPANY RESIDENT CONDUCTOR GIUSEPPE FINZI, JOHN DEMAIN AND GEORGE MANAHAN; IAN ROBERTSON, DIRECTOR OF THE SAN FRANCISCO OPERA CHORUS, AND FABRIZIO CORONA, ASSOCIATE CHORUS MASTER. OTHER MUSICAL HIGHLIGHTS OF THE SEASON INCLUDED POPULAR AND FREE OUTDOOR CONCERTS AT THE STERN GROVE FESTIVAL, FEATURING GUEST SINGERS AILYN PEREZ AND STEPHEN COSTELLO, LED BY MAESTRO MANAHAN. FOR THE 40TH YEAR IN A ROW, THE OPERA HELD ITS ANNUAL OPERA IN THE PARK AT GOLDEN GATE PARK'S SHARON MEADOW WITH VARIOUS STARS OF THE FALL SEASON CONDUCTED BY NICOLA LUISOTTI. THE SAN FRANCISCO OPERA RETURNED TO AT&T PARK FOR THE COMPANY'S ANNUAL OPERA IN THE BALLPARK LIVE HD SIMULCAST OF "LA TRAVIATA" OVER THE JULY 4 HOLIDAY WEEKEND. THE OPERA ALSO PUT ON WORKSHOPS AND SPECIAL PRESENTATIONS FOR BAY AREA STUDENTS, TEACHERS, FAMILIES, AND ADULTS. IN ADDITION, THE OPERA HELD A FREE COMMUNITY OPEN HOUSE IN THE FALL OF 2013 OFFERING A CLOSE LOOK AT BEHIND-THE-SCENES ACTIVITIES, A WORKING ORCHESTRA AND CHORUS REHEARSAL, COSTUME EXHIBITION, AND MUSICAL EXCERPTS PERFORMED LIVE BY THE ADLER FELLOWS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,635,906 | ExpenseAmt |
| Revenue | $228,705 | 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. SAN FRANCISCO OPERA RETURNED TO PBS FOR THE FIRST TIME SINCE 2002 AS JAKE HEGGIE'S "MOBY-DICK" AIRED ON GREAT PERFORMANCES. THE COMPANY ALSO PRODUCED ITS FIRST TITLES FOR HOME VIDEO IN OVER TWO DECADES, RELEASING "MOBY-DICK," "LUCREZIA BORGIA," AND "PORGY AND BESS" ON DVD AND BLU-RAY IN PARTNERSHIP WITH EUROARTS MUSIC INTERNATIONAL AND NAXOS OF AMERICA, AND AIRING THESE TITLES INTERNATIONALLY IN OVER A DOZEN COUNTRIES. CLASSICAL RADIO STATION KDFC IN SAN FRANCISCO BROADCASTS THE COMPANY'S FULL SEASON TO AN AUDIENCE OF APPROXIMATELY 25,000 LISTENERS PER TITLE, WITH REBROADCASTS IN HONG KONG, SHANGHAI, AND VIA THE WFMT RADIO NETWORK TO A NATIONAL AND INTERNATIONAL AUDIENCE OF UP TO 1.5 MILLION. CONTINUING A PARTNERSHIP STARTED IN 2010, KQED PUBLIC TELEVISION BROADCAST A SERIES OF FOUR TITLES: "PORGY AND BESS," "AIDA," "BORIS GODUNOV," AND "LUCREZIA BORGIA." THESE TITLES WERE ALSO RELEASED AS THE COMPANY'S FOURTH GRAND OPERA CINEMA SERIES AND PRESENTED IN MOVIE THEATERS AND PERFORMING ARTS VENUES THROUGHOUT THE WESTERN UNITED STATES. SAN FRANCISCO OPERA TRANSMITTED TWO LIVE SIMULCASTS: VERDI'S "LA TRAVIATA" TO AN AUDIENCE OF APPROXIMATELY 26,000 AT AT&T PARK IN PARTNERSHIP WITH THE SAN FRANCISCO GIANTS, AND VERDI'S "FALSTAFF" TO STANFORD UNIVERSITY'S FROST AMPHITHEATER. ADDITIONALLY THE COMPANY PRESENTED ITS FIRST EVER LIVE CINEMA TRANSMISSION, STREAMING BOITO'S "MEFISTOFELE" TO MORE THAN 100 THEATRES IN 15 EUROPEAN COUNTRIES. SHORT FORMAT WEB VIDEOS WERE VIEWED ON THE COMPANY'S YOUTUBE PAGE OVER 130,000 TIMES DURING THE LAST YEAR ALONE, BRINGING THE TOTAL VIEWS AS OF JULY 31, 2014 TO OVER 650,000. 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 | $2,856,511 | ExpenseAmt |
| Revenue | $1,770,071 | 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 WERE FEATURED IN THE SCHWABACHER RECITAL DEBUT SERIES. THE ADLER SEASON CULMINATES IN AN ADLER FELLOWS CONCERT. ALUMNI FROM THE ADLER PROGRAM INCLUDE; SOPRANOS LAURA CLAYCOMB, NICOLLE FOLAND, NANCY GUSTAFSON, MARY MILLS, PATRICIA RACETTE, RUTH ANN SWENSON, AND DEBORAH VOIGT; MEZZO-SOPRANOS ZHENG CAO AND DOLORA ZAJICK; COUNTERTENOR BRIAN ASAWA; BARITONES MARK DELAVAN AND DAVID OKERLUND; 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,411,499 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | 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 | 0 | 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 | 375 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1088 | 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 | 78 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 77 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155653295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941024509 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (93 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 |
|---|---|---|---|---|---|---|---|---|
| GREER M ARTHUR | ||||||||
| DIRECTOR (8/1/13-3/1/14) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW J BALL | ||||||||
| DIRECTOR (8/1/13-5/1/14) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN YATES BLACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA L BLACKER | ||||||||
| DIRECTOR & MEROLA OPERA PROGRAM PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY BLACKBURN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL FRANC BUCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CALHOUN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE CAMPBELL-WHITE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E CAPE PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET CHAPMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT D CORY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM M COUGHRAN JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CULLISON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS PETER W JAYNE DAVIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA D DEARING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY DOLBY | ||||||||
| DIRECTOR (8/1/13-9/12/13) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL PUCCI DOLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A ELLIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONCEPCION FEDERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FENTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA JOHNSON FLANAGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA STEVENS GALLO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN GROFF | ||||||||
| DIRECTOR & BRAVO! PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE GUND | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE M HARTLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| I CRAIG HENDERSON MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HENDRICKSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORREEN WOO HO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE W HYMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J BURGESS JAMIESON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY M JEFFRIES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP M JELLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN KAHNG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH D KEEGAN PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE A KERN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK R KROLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN J KUBIN | ||||||||
| DIRECTOR & GUILD PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL LIBIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA R LINDSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORRY I LOKEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J PATTERSON MCBAINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE G MCWILLIAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS MARK A TERESA MEDEARIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY S MUELLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN NELSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J BOYCE NUTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MASASHI OKA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HIROMITSU OGAWA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD OSHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GIL PENCHINA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY A POWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIET MEYER QUARRE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARTHIK RAU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL REYNOSO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN RICHARDSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J RIGG PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARCLAY ROGERS | ||||||||
| DIRECTOR (8/1/13-12/1/13) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CP RUSSELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL RUSSELL-SHAPIRO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK SCHAFER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH A SHORT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS GEORGE P CHARLOTTE SCHULTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIVIAN M STEPHENSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS TAD DIANNE TAUBE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS DAVID T JOAN TRAITEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SOO VENKATESAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS ALFRED S DIANNE WILSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON WINSLOW | ||||||||
| 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 | |||
| MELINDA YEE-FRANKLIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| S SHARIQ YOSUFZAI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A GUNN | ||||||||
| OFFICER OF THE BOARD-CHAIR | 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) | ||
| GEORGE H HUME | ||||||||
| 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) | ||
| KEITH B GEESLIN | ||||||||
| OFFICER OF THE ASSN-PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAUL M CRANE DORFMAN | ||||||||
| OFFICER OF THE ASSN-EX VP | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISA ERDBERG | ||||||||
| OFFICER OF THE ASSN-VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THOMAS A LARSEN | ||||||||
| OFFICER OF THE ASSN-SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVEN MENZIES | ||||||||
| OFFICER OF THE ASSN-TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GOCKLEY DAVID R | ||||||||
| OFFICER OF THE ASSN-GEN DIR & CEO | 60.00 | Yes (X) | $768,224 | $0 | $187,027 | Yes (X) | ||
| SIMPSON MICHAEL T W | ||||||||
| OFFICER OF THE ASSN-CFO | 60.00 | $230,890 | $0 | $23,369 | Yes (X) | |||
| REID W DENNIS | ||||||||
| OFFICER OF THE ASSN-CHAIRMAN EMERITUS | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| LYNCH JENNIFER | ||||||||
| DIRECTOR OF DEVELOPMENT | 60.00 | $271,312 | $0 | $15,920 | Yes (X) | |||
| SHILVOCK MATTHEW | ||||||||
| ASST GENERAL DIRECTOR | 60.00 | $225,114 | $0 | $29,587 | Yes (X) | |||
| WEBER GREGORY P | ||||||||
| DIRECTOR OF PRODUCTION | 60.00 | $224,317 | $0 | $26,198 | Yes (X) | |||
| LAZER MARCIA | ||||||||
| DIRECTOR OF MARKETING | 60.00 | $170,410 | $0 | $18,187 | Yes (X) | |||
| LUISOTTI NICOLA | ||||||||
| MUSIC DIRECTOR & PRINCIPAL CONDUCTOR | 60.00 | $542,096 | $0 | $25,903 | Yes (X) | |||
| HARRISON LORI | ||||||||
| MASTER OF PROPERTIES | 60.00 | $192,549 | $0 | $45,162 | Yes (X) | |||
| MITCHELL DOUGLAS R | ||||||||
| MASTER AUDIO/VIDEO ENGINEER | 60.00 | $221,854 | $0 | $52,351 | Yes (X) | |||
| URBAN MARK A | ||||||||
| MASTER CARPENTER | 60.00 | $191,466 | $0 | $45,057 | Yes (X) | |||
| PARSONS LEON | ||||||||
| MASTER ELECTRICIAN | 60.00 | $188,956 | $0 | $44,456 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,227,188 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $513,217 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME STREET SUITE 200 | SAN FRANCISCO | CA | 94111 | CONSULTING | $561,540 |
| PALISADES MEDIA GROUP INC | |||||
| 1620 26TH STREET 2050N | SANTA MONICA | CA | 90404 | MARKETING | $530,973 |
| FIRST CLASS PLUS | |||||
| 1750 CESAR CHAVEZ STREET UNIT E | SAN FRANCISCO | CA | 94124 | MAILING CENTER | $440,045 |
| DCM TELEMARKETING | |||||
| 45 MAIN STREET STE 816 | BROOKLYN | NY | 11201 | PROFESSIONAL SERVICES | $433,514 |
| SERVICE WEST INC | |||||
| PO BOX 740156 | LOS ANGELES | CA | 90074 | MOVING & STORAGE | $310,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,183 | FundraisingAmt |
| Related Organizations | $703,714 | RelatedOrganizationsAmt |
| Government Grants | $746,542 | GovernmentGrantsAmt |
| All Other Contributions | $39,608,717 | AllOtherContributionsAmt |
| Noncash Contributions | $14,767,395 | NoncashContributionsAmt |
| Total Contributions | $41,085,156 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 900099 | $22,674,340 | $22,674,340 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $1,964,643 | $1,964,643 |
| SF OPERA CENTER | 900099 | $1,770,071 | $1,770,071 |
| MEDIA | 900099 | $228,705 | $228,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,637,759 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,682,950 | TotalRevenueColumnAmt |
| Exclusion | $2,682,950 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,889 | RealAmt |
| Personal | $585,951 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $178,018 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,889 | RealAmt |
| Personal | $407,933 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $407,933 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $54,889 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,981,332 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,076,306 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,905,026 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,905,026 | TotalRevenueColumnAmt |
| Exclusion | $4,905,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,183 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,312 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,712 | TotalRevenueColumnAmt |
| Exclusion | -$62,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $200,002 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $118,058 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,944 | TotalRevenueColumnAmt |
| Exclusion | $81,944 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING FEES | 812930 | $90,822 | $90,822 | |
| UBI LOSS FROM PARTNERS | 900099 | -$75,267 | -$75,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,555 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,808,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,045,692 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$75,267 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,752,919 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,840,595 | TotalAmt |
| Program Services | $647,090 | ProgramServicesAmt |
| Management And General | $852,771 | ManagementAndGeneralAmt |
| Fundraising | $340,734 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,249,450 | TotalAmt |
| Program Services | $35,047,654 | ProgramServicesAmt |
| Management And General | $3,031,729 | ManagementAndGeneralAmt |
| Fundraising | $2,170,067 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,159,552 | TotalAmt |
| Program Services | $2,886,920 | ProgramServicesAmt |
| Management And General | $155,391 | ManagementAndGeneralAmt |
| Fundraising | $117,241 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,196,375 | TotalAmt |
| Program Services | $6,590,206 | ProgramServicesAmt |
| Management And General | $370,002 | ManagementAndGeneralAmt |
| Fundraising | $236,167 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922,077 | TotalAmt |
| Program Services | $2,451,588 | ProgramServicesAmt |
| Management And General | $288,346 | ManagementAndGeneralAmt |
| Fundraising | $182,143 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,277 | TotalAmt |
| Program Services | $130,371 | ProgramServicesAmt |
| Management And General | $49,151 | ManagementAndGeneralAmt |
| Fundraising | $9,755 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,704 | TotalAmt |
| Management And General | $196,704 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,018 | TotalAmt |
| Fundraising | $299,018 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,184 | TotalAmt |
| Management And General | $535,184 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,646 | TotalAmt |
| Program Services | $618,501 | ProgramServicesAmt |
| Management And General | $855,728 | ManagementAndGeneralAmt |
| Fundraising | $100,417 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,195 | TotalAmt |
| Program Services | $36,022 | ProgramServicesAmt |
| Management And General | $1,829,173 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,165 | TotalAmt |
| Program Services | $240,593 | ProgramServicesAmt |
| Management And General | $1,333,044 | ManagementAndGeneralAmt |
| Fundraising | $230,528 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,838 | TotalAmt |
| Management And General | $256,838 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,837 | TotalAmt |
| Program Services | $439,837 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,017 | TotalAmt |
| Program Services | $805,400 | ProgramServicesAmt |
| Management And General | $1,121,918 | ManagementAndGeneralAmt |
| Fundraising | $162,699 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,306 | TotalAmt |
| Program Services | $1,472,731 | ProgramServicesAmt |
| Management And General | $20,996 | ManagementAndGeneralAmt |
| Fundraising | $62,579 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,267 | TotalAmt |
| Program Services | $781 | ProgramServicesAmt |
| Management And General | $23,486 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,788 | TotalAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,303 | TotalAmt |
| Program Services | $1,207,500 | ProgramServicesAmt |
| Management And General | $619,803 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,471 | TotalAmt |
| Program Services | $34,841 | ProgramServicesAmt |
| Management And General | $439,630 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION MATERIALS | $2,567,498 | $2,490,232 | $77,266 | |
| MARKETING/PROMOTION | $1,151,636 | $88,826 | $387,454 | $675,356 |
| STORAGE & MOVING | $522,407 | $510,939 | $11,468 | |
| BAD DEBT EXPENSE | $230,788 | $1,035 | $229,753 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,609 | TotalAmt |
| Program Services | $711,467 | ProgramServicesAmt |
| Management And General | $128,241 | ManagementAndGeneralAmt |
| Fundraising | $105,901 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,925,003 | TotalAmt |
| Program Services | $56,411,499 | ProgramServicesAmt |
| Management And General | $12,591,146 | ManagementAndGeneralAmt |
| Fundraising | $4,922,358 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,676 | BOYAmt |
| EOY | -$471,648 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,486,614 | BOYAmt |
| EOY | $30,745,082 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,181,324 | BOYAmt |
| EOY | $18,125,957 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,099 | BOYAmt |
| EOY | $579,826 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,513 | BOYAmt |
| EOY | $118,686 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,665 | BOYAmt |
| EOY | $294,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,584,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,216,018 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,915,246 | BOYAmt |
| EOY | $9,368,514 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,696,999 | BOYAmt |
| EOY | $122,848,842 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,610,860 | BOYAmt |
| EOY | $29,544,993 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,935,705 | BOYAmt |
| EOY | $11,961,649 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,148,701 | BOYAmt |
| EOY | $223,116,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,281,418 | BOYAmt |
| EOY | $5,207,916 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,892,893 | BOYAmt |
| EOY | $14,392,425 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,154,033 | BOYAmt |
| EOY | $6,508,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,328,344 | BOYAmt |
| EOY | $26,108,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,623,559 | BOYAmt |
| EOY | $135,385 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,710,996 | BOYAmt |
| EOY | $53,788,862 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,732,920 | BOYAmt |
| EOY | $143,083,481 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,820,357 | BOYAmt |
| EOY | $197,007,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,148,701 | BOYAmt |
| EOY | $223,116,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,883,497 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,537,750 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$233,876 | 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 | $49,210,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,217,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,038,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,106,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,085,156 | CurrentTaxYearAmt |
| Total | $201,658,610 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,210,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,217,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,038,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,106,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,085,156 | CurrentTaxYearAmt |
| Total | $201,658,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $50,008,567 | SubstantialContributorsTotAmt |
| Public Support Total170 | $151,650,043 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,296,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,630,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,180,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,565,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,326,590 | CurrentTaxYearAmt |
| Total | $12,999,827 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,384 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $214,670,821 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $122,689,860 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,226,551 | BeginningYearBalanceAmt |
| Contributions | $5,227,508 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,153,699 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,995,189 | OtherExpendituresAmt |
| End Year Balance | $154,305,171 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,328,440 | BeginningYearBalanceAmt |
| Contributions | $5,020,982 | ContributionsAmt |
| Investment Earnings Or Losses | $17,145,190 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,268,061 | OtherExpendituresAmt |
| End Year Balance | $157,226,551 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,105,620 | BeginningYearBalanceAmt |
| Contributions | $6,085,756 | ContributionsAmt |
| Investment Earnings Or Losses | $11,942,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,805,035 | OtherExpendituresAmt |
| End Year Balance | $153,328,440 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,114,665 | OtherCostOrOtherBasisAmt |
| Book Value | $2,114,665 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,271,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,377,105 | DepreciationAmt |
| Book Value | $894,760 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,350,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,729,465 | DepreciationAmt |
| Book Value | $5,620,590 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,847,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,109,448 | DepreciationAmt |
| Book Value | $738,499 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,368,514 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PS - EQUITIES | $17,749,296 | F |
| LIMITED PS - REAL ESTATE | $4,630,396 | F |
| LIMITED PS - INFLATION HEDGE | $1,577,098 | F |
| LIMITED PS - PRIVATE EQUITY | $5,176,559 | F |
| LIMITED PS - HEDGE FUNDS | $4,588 | F |
| 250 POST STREET | $407,056 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,544,993 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED PRODUCTION COSTS | $5,391,693 |
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | $3,071,637 |
| ASSETS OF POOLED INCOME FUNDS | $949,093 |
| RENTAL DEPOSITS | $57,480 |
| CONSTRUCTION IN PROGRESS | $2,491,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,961,649 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS - ST | $102,376 |
| CAPITAL LEASE OBLIGATIONS - LT | $26,014 |
| DEFFERED REVENUE - POOLED INCOME FUNDS | $221,352 |
| SHORT TERM COMPENSATION AND OTHER | $548,786 |
| LONG TERM COMPENSATION AND OTHER | $3,984,978 |
| REFUNDABLE ADVANCES | $1,625,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,508,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $83,427,666 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,537,750 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $189,461 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $7,727,211 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,700,455 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $535,185 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$427,140 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $108,045 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,808,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $74,240,295 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $189,461 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $661,016 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $850,477 | ExpensesNotReportedAmt |
| Expenses Subtotal | $73,389,818 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $535,185 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $535,185 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $73,925,003 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS COMPOSED OF SEVERAL FUNDS SET ASIDE FOR DONOR DIRECTED PURPOSES INCLUDING OPERATIONS, OPERA HOUSE MAINTENANCE, TICKETS FOR 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 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 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -80,312. INVENTORY SALES RETURNS, ALLOWANCES & COSTS -168,810. RENTAL EXPENSES -178,018. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 80,312. RENTAL EXPENSES 178,018. INVENTORY SALES RETURNS, ALLOWANCES & COSTS 168,810. DONATED PROPERTY--EXPENSED OVER USEFUL LIFE 233,876. |
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 | $4,504,634 | 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 | $4,504,634 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,504,634 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SD&A TELESERVICES | ||||||||
| 5757 WEST CENTURY BLVD STE 300 | LOS ANGELES | CA | 90045 | ANNUAL GIVING | 0 | $593,800 | $247,535 | $346,265 |
| DCM TELEMARKETING | ||||||||
| 330 WEST 38TH STREET STE 207 | NEW YORK | NY | 10018 | ANNUAL GIVING | 0 | $116,827 | $29,705 | $87,122 |
| GREGORY LASSONDE | ||||||||
| PO BOX 27427 | OAKLAND | CA | 94602 | PLANNED GIVING | 0 | $0 | $15,000 | -$15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $710,627 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $292,240 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $418,387 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | MA | 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) |
|---|---|---|
| Name Of Event1 | BRAVO GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $43,783 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,183 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $338 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $45,443 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,531 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $43,783 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,183 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $338 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $45,443 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,531 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,312 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,712 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOCKLEY DAVID R | ||||||||||||||
| OFFICER OF THE ASSN-GEN DIR & CEO | $409,002 | $0 | $332,850 | $0 | $26,372 | $0 | $174,600 | $0 | $12,427 | $0 | $955,251 | $0 | $207,750 | $0 |
| SIMPSON MICHAEL T W | ||||||||||||||
| OFFICER OF THE ASSN-CFO | $192,890 | $0 | $15,000 | $0 | $23,000 | $0 | $13,273 | $0 | $10,096 | $0 | $254,259 | $0 | $0 | $0 |
| LYNCH JENNIFER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $243,812 | $0 | $10,000 | $0 | $17,500 | $0 | $15,083 | $0 | $837 | $0 | $287,232 | $0 | $0 | $0 |
| SHILVOCK MATTHEW | ||||||||||||||
| ASST GENERAL DIRECTOR | $182,614 | $0 | $25,000 | $0 | $17,500 | $0 | $10,530 | $0 | $19,057 | $0 | $254,701 | $0 | $0 | $0 |
| WEBER GREGORY P | ||||||||||||||
| DIRECTOR OF PRODUCTION | $191,817 | $0 | $15,000 | $0 | $17,500 | $0 | $12,636 | $0 | $13,562 | $0 | $250,515 | $0 | $0 | $0 |
| LAZER MARCIA | ||||||||||||||
| DIRECTOR OF MARKETING | $147,410 | $0 | $0 | $0 | $23,000 | $0 | $12,204 | $0 | $5,983 | $0 | $188,597 | $0 | $0 | $0 |
| LUISOTTI NICOLA | ||||||||||||||
| MUSIC DIRECTOR & PRINCIPAL CONDUCTOR | $541,714 | $0 | $0 | $0 | $382 | $0 | $10,025 | $0 | $15,878 | $0 | $567,999 | $0 | $0 | $0 |
| HARRISON LORI | ||||||||||||||
| MASTER OF PROPERTIES | $192,549 | $0 | $0 | $0 | $0 | $0 | $17,877 | $0 | $27,285 | $0 | $237,711 | $0 | $0 | $0 |
| MITCHELL DOUGLAS R | ||||||||||||||
| MASTER AUDIO/VIDEO ENGINEER | $211,895 | $0 | $0 | $0 | $9,959 | $0 | $20,722 | $0 | $31,629 | $0 | $274,205 | $0 | $0 | $0 |
| URBAN MARK A | ||||||||||||||
| MASTER CARPENTER | $173,966 | $0 | $0 | $0 | $17,500 | $0 | $17,835 | $0 | $27,222 | $0 | $236,523 | $0 | $0 | $0 |
| PARSONS LEON | ||||||||||||||
| MASTER ELECTRICIAN | $171,456 | $0 | $0 | $0 | $17,500 | $0 | $17,597 | $0 | $26,859 | $0 | $233,412 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I | FormAndLineReferenceDesc |
| Explanation | DAVID GOCKLEY, EXECUTIVE DIRECTOR AND CEO, RECEIVES COMPENSATION FOR A HEALTH AND SOCIAL MEMBERSHIP AT AN ANNUAL COST OF $2,364. NICOLA LUISOTTI, MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR, RECEIVES REIMBURSEMENT FOR TWO SPOUSAL TRANSATLANTIC AIR FARES PER YEAR. DURING 2013, TWO FARES WERE REQUIRED AT A COST OF $9,560. CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY POWELL | |||
| DIRECTOR | $35,969 | MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. | 0 |
| STEVEN MENZIES | |||
| DIRECTOR | $983,555 | STEVEN MENZIES IS A PRINCIPAL, OFFICER, AND DIRECTOR OF APPLIED UNDERWRITERS, INC. OF WHICH THE OPERA OBTAINS WORKERS' COMPENSATION INSURANCE. MR. MENZIES RECUSES HIMSELF FROM THE OPERA'S DECISION TO ENGAGE APPLIED UNDERWRITERS, INC. AND RECUSES HIMSELF FROM THE UNDERWRITING OF THE OPERA AT APPLIED UNDERWRITERS, INC. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 150 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,965,991 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $551,986 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD/BEVERAGE | 12 | $154,616 | FMV AT DATE OF GIFT |
| Yes (X) | MISC | 9 | $92,302 | FMV AT DATE OF GIFT |
| Yes (X) | MEDIA | 1 | $2,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, COLUMN (B) 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. SCHEDULE M, LINE 32(B): DURING THE COURSE OF SOLICITATION, (SEE SCHEDULE G), SECURITIES MAY BE DONATED IN LIEU OF CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS A. LARSEN, OFFICER AND SECRETARY, HAS A BUSINESS RELATIONSHIP WITH GEORGE 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 BUSINESS RELATIONSHIP WITH THOMAS A. LARSEN, OFFICER AND SECRETARY. 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. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 THE FORM 990 IS SENT TO ALL BOARD 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 ANNUALLY THE CONFLICT OF INTEREST POLICY. 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 THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY THE COMPENSATION COMMITTEE. THE COMMITTEE IS COMPOSED ENTIRELY OF INDEPENDENT INDIVUDUALS, AND COMPARABILITY 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 GUIDESTAR AND THE OPERA'S WEBSITE WHICH IS WWW.SFOPERA.COM. THEY ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | DONATED PROPERTY -EXPENSED OVER USEFUL LIFE -233,876. |
| 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. |