SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-13
- IRS object ID
- 201401649349300445
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-13T19:52:30-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946124841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940836240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO OPERA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 4155653295 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID GOCKLEY | Name |
| Title | CEO | Title |
| Phone | 4155653295 | Phone |
| Date Signed | 2014-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID GOCKLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 114921198 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SFOPERA.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1932 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE WORLD-RENOWNED SAN FRANCISCO OPERA, CONSIDERED ONE OF THE MOST IMPORTANT (CONTINUED ON SCH 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 76 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 75 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1044 | TotalNbrEmployees |
| Total Nbr Volunteers | 717 | TotalNbrVolunteers |
| Total Gross UBI | -28300 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -28300 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 38038251 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 40106664 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25975089 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22611419 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4134197 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6680528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 651694 | OtherRevenuePriorYear |
| Other Revenue Current Year | 277420 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68799231 | TotalRevenuePriorYear |
| Total Revenue Current Year | 69676031 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 53068220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 51051911 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 285918 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 319461 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4639395 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16673356 | OtherExpensePriorYear |
| Other Expenses Current Year | 16136553 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70027494 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67507925 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1228263 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2168106 | RevenuesLessExpensesCY |
| Total Assets BOY | 201546402 | TotalAssetsBOY |
| Total Assets EOY | 210148701 | TotalAssetsEOY |
| Total Liabilities BOY | 22946477 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22328344 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 178599925 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 187820357 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 & PROFESSIONAL DEVELOPMENT OF YOUNG ARTISTS AND COMMUNITY EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 44849714 | Expense |
| Revenue | 19785866 | Revenue |
| Description | PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - THE OPERA PRESENTED 68 MAINSTAGE PERFORMANCES OF 8 OPERAS OF THE HIGHEST ARTISTIC QUALITY TO MORE THAN 165,251 AUDIENCE MEMBERS DURING THE 2013 SEASON. HIGHLIGHTS OF THE 90TH SEASON INCLUDED THE WORLD PREMIERE OF MARK ADAMO'S THE GOSPEL OF MARY MAGDALENE. THE SEASON INCLUDED THE BAY AREA PREMIERE OF JAKE HEGGIE AND GENE SCHEER'S AWARD WINNING OPERA MOBY-DICK WHICH WAS RECORDED IN HD FOR A SUBSEQUENT NATIONAL BROADCAST ON GREAT PERFORMANCES AND DVD/BLUE-RAY RELEASE. THE SEASON FEATURED NEW CO-PRODUCTIONS OF BELLINI'S CAPULETS AND MONTAGUES AND OFFENBACH'S THE TALES OF HOFFMAN AS WELL AS VERDI'S RIGOLETTO, WAGNER'S LOHENGRIN, PUCCINI'S TOSCA AND MOZART'S COSI FAN TUTTE. IN COOPERATION WITH CAL PERFORMANCES, THE OPERA COMMISSIONED COMPOSER NOLAN GASSER AND LIBRETTIST CAREY HARRISON FOR A NEW FAMILY OPERA AND PRESENTED THE WORLD PREMIERE OF THE SECRET GARDEN AT UC BERKELEY'S ZELLERBACH HALL. SOME OF THE WORLD'S LEADING SINGERS AND DIRECTORS APPEARED INCLUDING: NICOLE CABELL, SASHA COOKE, NATALIE DESSAY, JOYCE DIDONATO, ANGELA GHEORGHIU, ALEKSANDRA KURZAK, PETRA LANG, CAMILLA NYLUND, PATRICIA RACETTE AND ALBINA SHAGIMAURATOVA; WILLIAM BURDEN, STEPHEN COSTELLO, MARK DELAVAN, ROBERTO FRONTALI, NATHAN GUNN, BRANDON JOVANOVICH, ZELJKO LUCIC, JAY HUNTER MORRIS, ERIC OWENS, SAIMIR PIRGU, MATTHEW POLENZANI, KRISTINN SIGMUNDSSON, ANDREA SILVESTRELLI, MARCO VINCO AND MARCO VRATOGNA; VINCENT BOUSSARD, MICHAEL CHRISTIE, LEONARD FOGLIA, RICCARDO FRIZZA, KEVIN NEWBURY, LAURENT PELLY, AND DANIEL SLATER. ALL PERFORMANCES INCLUDED THE SAN FRANCISCO OPERA ORCHESTRA, NICOLA LUISOTTI MUSIC DIRECTOR, PATRICK SUMMERS PRINCIPAL GUEST CONDUCTOR AND GIUSEPPE FINZI RESIDENT CONDUCTOR; AND THE SAN FRANCISCO OPERA CHORUS, IAN ROBERTSON CHORUS DIRECTOR AND FABRIZIO CORONA ASSOCIATE CHORUS MASTER. OTHER MUSICAL HIGHLIGHTS INCLUDED FREE AL FRESCO CONCERTS AT STERN GROVE FESTIVAL FEATURING SINGERS LEAH CROCETTO AND MICHAEL FABIANO LED BY MAESTRO FINZI; OPERA IN THE PARK (GOLDEN GATE PARK) FOR THE 39TH YEAR IN A ROW WITH VARIOUS STARS OF THE FALL SEASON CONDUCTED BY NICOLA LUISOTTI WITH APPROXIMATELY 15,000 IN ATTENDANCE. FOR THE FIRST TIME, THE OPERA PRODUCED AN OPEN HOUSE FREE TO THE COMMUNITY IN NOVEMBER 2012. OVER 4,000 PEOPLE ATTENDED THE EVENT WHICH INCLUDED THE PRESENTATION OF CARMEN FOR FAMILIES - THE MOVIE, A CLOSE LOOK AT BEHIND-THE-SCENES ACTIVITIES, A WORKING ORCHESTRA AND CHORUS REHEARSAL, COSTUME EXHIBITIONS AND MUSICAL EXCERPTS PERFORMED LIVE BY THE ADLER FELLOWS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3323480 | Expense |
| Revenue | 404678 | Revenue |
| Description | ELECTRONIC MEDIA - THE OBJECTIVE OF THIS INITIATIVE IS TO REACH A NEW AUDIENCE WITH DIGITAL CONTENT VIA RADIO BROADCASTS, SIMULCASTS, WEB VIDEOS, OPERAVISION AND A CINEMA SERIES. CLASSICAL RADIO STATION, KDFC, REBROADCASTS THE OPERA'S FULL SEASON TO AN AUDIENCE OF APPROXIMATELY 25,000 LISTENERS PER TITLE. WFMT REBROADCASTS RADIO PROGRAMS TO A NATIONAL AND INTERNATIONAL AUDIENCE OF APPROXIMATELY 1.5 MILLION. THE "OPERA IN THE BALLPARK' AT AT&T PARK IN PARTNERSHIP WITH THE SAN FRANCISCO GIANTS FEATURED A FREE LIVE HD SIMULCAST OF VERDI'S RIGOLETTO TO AN AUDIENCE OF APPROXIMATELY 27,000. THE GRAND OPERA CINEMA SERIES RELEASED FOUR NEW TITLES TO REGIONAL AND INTERNATIONAL MOVIE THEATERS AND PERFORMING ARTS VENUES INCLUDING GEORGE AND IRA GERSHWIN'S PORGY AND BESS, VERDI'S AIDA, BORIS GODUNOV BY MODEST MUSSORGSKY AND DONIZETTI'S LUCREZIA BORGIA. IN 2010, THE COMPANY LAUNCHED A PARTNERSHIP WITH KQED PUBLIC TELEVISION TO AIR GRAND OPERAS RECORDED LIVE IN HIGH DEFINITION AT THE OPERA HOUSE. THE KQED SERIES FOR THIS YEAR INCLUDED THE MAGIC FLUTE, IL TRITTICO, SALOME AND OTELLO. IN MAY 2013, THE OPERA ANNOUNCED A BUSINESS PARTNERSHIP WITH EUROARTS MUSIC INTERNATIONAL, ONE OF THE WORLD'S LEADING AND MOST PRESTIGIOUS DISTRIBUTORS OF CLASSICAL PROGRAMMING FOR INTERNATIONAL TELEVISION AND HOME VIDEO DISTRIBUTION OF HIGH-DEFINITION SAN FRANCISCO OPERA PRODUCTIONS. INITIAL PLANS INCLUDE THE RELEASE OF SIX PRODUCTIONS RECORDED AT THE WAR MEMORIAL OPERA HOUSE OVER TWO YEARS. WEB VIDEOS ARE INCLUDED ON THE OPERA'S WEBSITE WHICH INCLUDE OPERA EXCERPTS, INTERVIEWS AND OPERA TALKS. OPERAVISION, OFFERED AT SELECT PERFORMANCES, GIVES BALCONY AUDIENCES A BETTER VIEW OF THE STAGE WITH THE USE OF SCREENS WHICH PROVIDE CLOSEUP AND MID-RANGE ENSEMBLE SHOTS IN HIGH-DEFINITION VIDEO WITH SUPERTITLES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2617249 | Expense |
| Revenue | 1750369 | Revenue |
| Description | 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 WHICH OFFERS 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 50790443 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 374 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1044 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 76 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 75 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SIMPSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155653295 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (91 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GREER M ARTHUR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW J BALL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAWN YATES BLACK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY BLACKBURN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONNA L BLACKER | ||||||||
| DIRECTOR AND MEROLA OPERA PROG.PRES | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT BLANDING | ||||||||
| DIRECTOR (8/1/12-12/31/12) | 1.00 | X | 0 | 0 | 0 | |||
| CAROL FRANC BUCK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK CALHOUN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANNETTE CAMPBELL-WHITE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RONALD E CAPE PHD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANET CHAPMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT D CORY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN CULLISON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS PETER W JAYNE DAVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IRA D DEARING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAY DOLBY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROL PUCCI DOLL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A ELLIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CONCEPCION FEDERMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTINA JOHNSON FLANAGAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LISA STEVENS GALLO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANN O GIRARD | ||||||||
| DIRECTOR AND GUILD PRES(8/1-11/30/12) | 1.00 | X | 0 | 0 | 0 | |||
| LOUISE GUND | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANE M HARTLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| I CRAIG HENDERSON MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN HENDRICKSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DOREEN WOO HO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE W HYMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| J BURGESS JAMIESON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DOROTHY M JEFFRIES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PHILIP M JELLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS CHARLES B ANN JOHNSON | ||||||||
| DIRECTOR (8/1/12-12/31/12) | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH D KEEGAN PHD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE A KERN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS GORHAM B DIANA KNOWLES | ||||||||
| DIRECTOR (8/1/12-3/4/13) | 1.00 | X | 0 | 0 | 0 | |||
| MARK R KROLL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAREN J KUBIN | ||||||||
| DIRECTOR AND GUILD PRES | 1.00 | X | 0 | 0 | 0 | |||
| SYLVIA R LINDSEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LORRY I LOKEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANGUS A MACNAUGHTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| J PATTERSON MCBAINE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN MCCABE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANNE G MCWILLIAMS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS MARK A TERESA MEDEARIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY S MUELLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BEN NELSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| J BOYCE NUTE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MASASHI OKA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HIROMITSU OGAWA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BERNARD OSHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY A POWELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARRIET MEYER QUARRE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RANDALL REYNOSO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J RIGG PHD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARCLAY ROGERS | ||||||||
| DIRECTOR AND BRAVO PRESIDENT | 1.00 | X | 0 | 0 | 0 | |||
| CP RUSSELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK SCHAFER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BILL RUSSELL-SHAPIRO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RUTH A SHORT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS GEORGECHARLOTTE SCHULTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VIVIAN M STEPHENSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS TAD DIANNE TAUBE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS DAVID T JOAN TRAITEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SOO VENKATESAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS ALFRED S DIANNE WILSEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SHARON WINSLOW | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA A WOLFE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA WARD WONDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MELINDA YEE-FRANKLIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| S SHARIQ YOSUFZAI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL CRANE DORFMAN | ||||||||
| OFFICER OF THE ASSN-EX VP | 5.00 | X | 0 | 0 | 0 | X | ||
| LISA ERDBERG | ||||||||
| OFFICER OF THE ASSN-VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| KEITH B GEESLIN | ||||||||
| OFFICER OF THE ASSN-VP/PRES. ELECT | 5.00 | X | 0 | 0 | 0 | X | ||
| JOHN A GUNN | ||||||||
| OFFICER OF THE BOARD-CHAIRMAN | 5.00 | X | 0 | 0 | 0 | X | ||
| GEORGE H HUME | ||||||||
| OFFICER OF THE ASSN-PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| FRANKLIN P JOHNSON JR | ||||||||
| OFFICER OF THE BOARD-CHAIRMAN EMERITUS | 5.00 | X | 0 | 0 | 0 | X | ||
| THOMAS A LARSEN | ||||||||
| OFFICER OF THE ASSN-SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| STEVEN MENZIES | ||||||||
| OFFICER OF THE ASSN-TREAS | 5.00 | X | 0 | 0 | 0 | X | ||
| KARL O MILLS | ||||||||
| OFFICER OF THE BOARD-VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | ||
| GOCKLEY DAVID R | ||||||||
| OFFICER OF THE ASSN-GEN DIRECTOR/CEO | 60.00 | X | 400994 | 0 | 179821 | X | ||
| REID W DENNIS | ||||||||
| OFFICER OF THE BOARD-CHAIRMAN EMERITUS | 5.00 | 0 | 0 | 0 | X | |||
| SIMPSON MICHAEL T W | ||||||||
| OFFICER OF THE ASSN-CFO | 60.00 | 228061 | 0 | 22378 | X | |||
| WEBER GREGORY P | ||||||||
| KEY EMPLOYEE-DIRECTOR OF PRODUCTION | 60.00 | 209732 | 0 | 23480 | X | |||
| LAZER MARCIA | ||||||||
| KEY EMPLOYEE-DIRECTOR OF MKTING | 60.00 | 174548 | 0 | 17787 | X | |||
| SHILVOCK MATTHEW | ||||||||
| KEY EMPLOYEE-ASST GENERAL DIRECTOR | 60.00 | 219338 | 0 | 25874 | X | |||
| LYNCH JENNIFER | ||||||||
| KEY EMPLOYEE-DIRECTOR OF DEVELOPMENT | 60.00 | 262417 | 0 | 15319 | X | |||
| LUISOTTI NICOLA | ||||||||
| MUSIC DIR & PRINCIPAL CONDUC | 60.00 | 665439 | 0 | 26336 | X | |||
| PARSONS LEON | ||||||||
| MASTER ELECTRICIAN | 60.00 | 170571 | 0 | 37864 | X | |||
| URBAN MARK A | ||||||||
| MASTER CARPENTER | 60.00 | 202135 | 0 | 42385 | X | |||
| HARRISON LORI | ||||||||
| MASTER OF PROPERTIES | 60.00 | 172375 | 0 | 38265 | X | |||
| MITCHELL DOUGLAS R | ||||||||
| MASTER AUDIO/VIDEO ENGINEER | 60.00 | 218982 | 0 | 48612 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2924592 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 478121 | TotalOtherCompensation |
| Number Individuals GT100 K | 58 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARK CAVAGNERO ASSOC | |||||
| 1045 SANSOME ST SUITE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECTS | 663473 |
| PALISADES MEDIA GROUP INC | |||||
| 1620 26TH STREET 2050N | SANTA MONICA | CA | 90404 | MARKETING | 588675 |
| FIRST CLASS PLUS | |||||
| 1750 CESAR CHAVEZ STREET UNIT E | SAN FRANCISCO | CA | 94124 | MAILING CENTER | 417392 |
| INTERNATIONAL FREIGHT SERVICES INC | |||||
| 1610 ROLLINS RD | BURLINGAME | CA | 94010 | SHIPPING | 406366 |
| DCM TELEMARKETING | |||||
| 45 MAIN STREET STE 816 | BROOKLYN | NY | 11201 | TELEMKT/TELEFUNDER | 349033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Fundraising Events | 42664 | FundraisingEvents |
| Related Organizations | 735644 | RelatedOrganizations |
| Government Grants | 744444 | GovernmentGrants |
| All Other Contributions | 38583912 | AllOtherContributions |
| Noncash Contributions | 14809723 | NoncashContributions |
| Total Contributions | 40106664 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 900099 | 19785866 | 19785866 |
| SF OPERA CENTER | 900099 | 1750369 | 1750369 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 670506 | 670506 |
| MEDIA | 900099 | 404678 | 404678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22611419 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2131952 | TotalRevenueColumn |
| Exclusion | $2,131,952 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53161 | Real |
| Personal | 380794 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 239573 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53161 | Real |
| Personal | 141221 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194382 | TotalRevenueColumn |
| Related Or Exempt Function Income | 141221 | RelatedOrExemptFunctionIncome |
| Exclusion | $53,161 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49331568 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44782992 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4548576 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4548576 | TotalRevenueColumn |
| Exclusion | $4,548,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22544 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 42664 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 121923 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99379 | TotalRevenueColumn |
| Exclusion | -$99,379 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 164656 | GrossSalesOfInventory |
| Cost Of Goods Sold | 100679 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63977 | TotalRevenueColumn |
| Exclusion | $63,977 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PARKING FEES | 812930 | 146740 | $146,740 | |
| UBI LOSS-PARTNERSHIP INV | 900099 | -28300 | -28300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 118440 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69676031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22752640 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -28300 | UnrelatedBusinessRevenue |
| Exclusion | $6,845,027 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1863756 | Total |
| Program Services | 631211 | ProgramServices |
| Management And General | 836127 | ManagementAndGeneral |
| Fundraising | 396418 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37030082 | Total |
| Program Services | 32027523 | ProgramServices |
| Management And General | 2985010 | ManagementAndGeneral |
| Fundraising | 2017549 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2321122 | Total |
| Program Services | 2040007 | ProgramServices |
| Management And General | 170818 | ManagementAndGeneral |
| Fundraising | 110297 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7173655 | Total |
| Program Services | 6479750 | ProgramServices |
| Management And General | 477138 | ManagementAndGeneral |
| Fundraising | 216767 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2663296 | Total |
| Program Services | 2214806 | ProgramServices |
| Management And General | 276138 | ManagementAndGeneral |
| Fundraising | 172352 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459598 | Total |
| Program Services | 74424 | ProgramServices |
| Management And General | 381464 | ManagementAndGeneral |
| Fundraising | 3710 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103000 | Total |
| Management And General | 103000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319461 | Total |
| Fundraising | 319461 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605526 | Total |
| Management And General | 605526 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1230246 | Total |
| Program Services | 456779 | ProgramServices |
| Management And General | 722382 | ManagementAndGeneral |
| Fundraising | 51085 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1257008 | Total |
| Program Services | 31833 | ProgramServices |
| Management And General | 1225175 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1622016 | Total |
| Program Services | 209369 | ProgramServices |
| Management And General | 1182829 | ManagementAndGeneral |
| Fundraising | 229818 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220485 | Total |
| Management And General | 220485 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51500 | Total |
| Program Services | 51500 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2038805 | Total |
| Program Services | 769933 | ProgramServices |
| Management And General | 1117973 | ManagementAndGeneral |
| Fundraising | 150899 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397600 | Total |
| Program Services | 1293913 | ProgramServices |
| Management And General | 26765 | ManagementAndGeneral |
| Fundraising | 76922 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30329 | Total |
| Program Services | 4814 | ProgramServices |
| Management And General | 25515 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39683 | Total |
| Management And General | 39683 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904639 | Total |
| Program Services | 1350725 | ProgramServices |
| Management And General | 553914 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461527 | Total |
| Program Services | 33165 | ProgramServices |
| Management And General | 428362 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION MATERIALS | 2246789 | 2193005 | 53784 | |
| MARKETING/PROMOTION | 981089 | 84568 | 337127 | 559394 |
| STORAGE & MOVING | 445318 | 433618 | 11700 | |
| BAD DEBT EXPENSE | 258635 | 2203 | 256432 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782760 | Total |
| Program Services | 409500 | ProgramServices |
| Management And General | 294969 | ManagementAndGeneral |
| Fundraising | 78291 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67507925 | Total |
| Program Services | 50790443 | ProgramServices |
| Management And General | 12078087 | ManagementAndGeneral |
| Fundraising | 4639395 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288123 | BOY |
| EOY | 1256676 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13015503 | BOY |
| EOY | 32486614 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37832237 | BOY |
| EOY | 31181324 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 774002 | BOY |
| EOY | 769099 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108797 | BOY |
| EOY | 100513 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200116 | BOY |
| EOY | 195665 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29446098 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19530852 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10718448 | BOY |
| EOY | 9915246 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78759633 | BOY |
| EOY | 85696999 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50763760 | BOY |
| EOY | 37610860 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9085783 | BOY |
| EOY | 10935705 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201546402 | BOY |
| EOY | 210148701 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4973020 | BOY |
| EOY | 4281418 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12924803 | BOY |
| EOY | 12892893 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5048654 | BOY |
| EOY | 5154033 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22946477 | BOY |
| EOY | 22328344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4061426 | BOY |
| EOY | -1623559 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41925367 | BOY |
| EOY | 48710996 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140735984 | BOY |
| EOY | 140732920 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178599925 | BOY |
| EOY | 187820357 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201546402 | BOY |
| EOY | 210148701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2168106 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 7542863 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -490537 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44650262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49210837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33217702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38038251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40106664 | CurrentTaxYear |
| Total | 205223716 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44650262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49210837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33217702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38038251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40106664 | CurrentTaxYear |
| Total | 205223716 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 51167188 | AmountsSubstContributorsTotal |
| Public Support Total170 | 154056528 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3321534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2296619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2630415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2180296 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2565907 | CurrentTaxYear |
| Total | 12994771 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41763 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -9200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12384 | CurrentTaxYearMinus2Years |
| Total | 44947 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 218263434 | TotalSupport |
| Gross Receipts From Admissions Etc | 122087618 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70580 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 154305171 | BeginningOfYearBalance |
| Contributions | 6095205 | Contributions |
| Investment Earnings Or Losses | 13332310 | InvestmentEarningsOrLosses |
| Other Expenditures | 12337592 | OtherExpenditures |
| End Of Year Balance | 161395094 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 157226551 | BeginningOfYearBalance |
| Contributions | 5227508 | Contributions |
| Investment Earnings Or Losses | -1153699 | InvestmentEarningsOrLosses |
| Other Expenditures | 6995189 | OtherExpenditures |
| End Of Year Balance | 154305171 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 153328440 | BeginningOfYearBalance |
| Contributions | 5020982 | Contributions |
| Investment Earnings Or Losses | 17145190 | InvestmentEarningsOrLosses |
| Other Expenditures | 18268061 | OtherExpenditures |
| End Of Year Balance | 157226551 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 141105620 | BeginningOfYearBalance |
| Contributions | 6085756 | Contributions |
| Investment Earnings Or Losses | 11942099 | InvestmentEarningsOrLosses |
| Other Expenditures | 5805035 | OtherExpenditures |
| End Of Year Balance | 153328440 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 154781602 | BeginningOfYearBalance |
| Contributions | 10111492 | Contributions |
| Investment Earnings Or Losses | -16999580 | InvestmentEarningsOrLosses |
| Other Expenditures | 6787894 | OtherExpenditures |
| End Of Year Balance | 141105620 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04480 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08320 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2114665 | OtherCostOrOtherBasis |
| Book Value | 2114665 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6237662 | OtherCostOrOtherBasis |
| Depreciation | 5093220 | Depreciation |
| Book Value | 1144442 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19245824 | OtherCostOrOtherBasis |
| Depreciation | 13444747 | Depreciation |
| Book Value | 5801077 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1847947 | OtherCostOrOtherBasis |
| Depreciation | 992885 | Depreciation |
| Book Value | 855062 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9915246 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS-EQUITIES | 23096730 | F |
| LIMITED PARTNERSHIPS-BONDS | 3413426 | F |
| LIMITED PARTNERSHIPS-REAL ESTATE | 5484683 | F |
| LIMITED PARTNERSHIPS-INFLATION HEDGE | 1316922 | F |
| LIMITED PARTNERSHIPS-PRIVATE EQUITY | 3889463 | F |
| LIMITED PARTNERSHIP-HEDGE FUNDS | 2580 | F |
| 250 POST STREET | 407056 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 37610860 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED PRODUCTION COSTS | 6129312 |
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | 2653130 |
| ASSETS OF POOLED INCOME FUNDS | 397593 |
| RENTAL DEPOSITS | 65100 |
| CONSTRUCTION IN PROGRESS | 1690570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10935705 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS - ST | $99,741 |
| CAPITAL LEASE OBLIGATIONS - LT | $128,390 |
| DEFERRED REVENUE - POOLED INCOME FUNDS | $41,920 |
| SHORT TERM COMPENSATION AND OTHER | $443,898 |
| LONG TERM COMPENSATION AND OTHER | $3,439,984 |
| REFUNDABLE ADVANCES | $1,000,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5154033 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 77458126 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7542863 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 346398 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 7889261 | RevenueNotRptdF990 |
| Revenue Subtotal | 69568865 | RevenueSubtotal |
| Investment Expenses Not Included | 605526 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -498360 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 107166 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 69676031 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 68237694 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 346398 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 988897 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1335295 | ExpensesNotRptdF990 |
| Expenses Subtotal | 66902399 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 605526 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 605526 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 67507925 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT IS COMPRISED 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 -121,923. INVENTORY SALES RETURNS, ALLOWANCES & COSTS -136,864. RENTAL EXPENSES -239,573. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 121,923. RENTAL EXPENSES 239,573. INVENTORY SALES RETURNS, ALLOWANCES & COSTS 136,864. DONATED PROPERTY-EXPENSED OVER USEFUL LIFE 490,537. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAYMAN ISLANDS | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 11802830 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 11802830 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 11802830 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Name Of IndividualNameOfIndividual |
|---|---|---|---|---|---|---|---|---|---|
| SD&A TELESERVICES | |||||||||
| 5757 WEST CENTURY BLVD STE 300 | LOS ANGELES | CA | 90045 | ANNUAL GIVING | 0 | 710181 | 265735 | 444446 | |
| DCM TELEMARKETING | |||||||||
| 330 WEST 38TH STREET STE 207 | NEW YORK | NY | 10018 | ANNUAL GIVING | 0 | 196408 | 30809 | 165599 | |
| (no name) | |||||||||
| PO BOX 210114 | SAN FRANCISCO | CA | 94121 | ANNUAL GIVING | 0 | 0 | 5838 | -5838 | MARK HERNANDEZ |
| (no name) | |||||||||
| PO BOX 27427 | OAKLAND | CA | 94602 | PLANNED GIVING | 0 | 0 | 16000 | -16000 | GREGORY LASSONDE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 906589 | TotalGrossReceipts |
| Total Retained By Contractors | 318382 | TotalRetainedByContractors |
| Total Net To Organization | 588207 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | UT | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BRAVO GALA | NameOfEvent1 |
| Gross Receipts Event1 | 65208 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 42664 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22544 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7369 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 44661 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1800 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 68093 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 65208 | GrossReceiptsTotal |
| Charitable Contributions Total | 42664 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22544 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7369 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 44661 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1800 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 68093 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 121923 | DirectExpenseSummaryEvents |
| Net Income Summary | -99379 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOCKLEY DAVID R | ||||||||||||||
| OFFICER OF THE ASSN-GEN DIRECTOR/CEO | 375081 | 0 | 0 | 0 | 25913 | 0 | 165250 | 0 | 14571 | 0 | 580815 | 0 | 60000 | 0 |
| SIMPSON MICHAEL T W | ||||||||||||||
| OFFICER OF THE ASSN-CFO | 185561 | 0 | 20000 | 0 | 22500 | 0 | 12817 | 0 | 9561 | 0 | 250439 | 0 | 0 | 0 |
| WEBER GREGORY P | ||||||||||||||
| KEY EMPLOYEE-DIRECTOR OF PRODUCTION | 182732 | 0 | 10000 | 0 | 17000 | 0 | 10200 | 0 | 13280 | 0 | 233212 | 0 | 0 | 0 |
| LAZER MARCIA | ||||||||||||||
| KEY EMPLOYEE-DIRECTOR OF MKTING | 142048 | 0 | 10000 | 0 | 22500 | 0 | 11783 | 0 | 6004 | 0 | 192335 | 0 | 0 | 0 |
| SHILVOCK MATTHEW | ||||||||||||||
| KEY EMPLOYEE-ASST GENERAL DIRECTOR | 177338 | 0 | 25000 | 0 | 17000 | 0 | 10167 | 0 | 15707 | 0 | 245212 | 0 | 0 | 0 |
| LYNCH JENNIFER | ||||||||||||||
| KEY EMPLOYEE-DIRECTOR OF DEVELOPMENT | 235417 | 0 | 10000 | 0 | 17000 | 0 | 13896 | 0 | 1423 | 0 | 277736 | 0 | 0 | 0 |
| LUISOTTI NICOLA | ||||||||||||||
| MUSIC DIR & PRINCIPAL CONDUC | 664555 | 0 | 0 | 0 | 884 | 0 | 9725 | 0 | 16611 | 0 | 691775 | 0 | 0 | 0 |
| PARSONS LEON | ||||||||||||||
| MASTER ELECTRICIAN | 153571 | 0 | 0 | 0 | 17000 | 0 | 13133 | 0 | 24731 | 0 | 208435 | 0 | 0 | 0 |
| URBAN MARK A | ||||||||||||||
| MASTER CARPENTER | 202135 | 0 | 0 | 0 | 0 | 0 | 14701 | 0 | 27684 | 0 | 244520 | 0 | 0 | 0 |
| HARRISON LORI | ||||||||||||||
| MASTER OF PROPERTIES | 172375 | 0 | 0 | 0 | 0 | 0 | 13272 | 0 | 24993 | 0 | 210640 | 0 | 0 | 0 |
| MITCHELL DOUGLAS R | ||||||||||||||
| MASTER AUDIO/VIDEO ENGINEER | 218982 | 0 | 0 | 0 | 0 | 0 | 16861 | 0 | 31751 | 0 | 267594 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | DAVID GOCKLEY, EXECUTIVE DIRECTOR AND CEO, RECEIVES COMPENSATION FOR A HEALTH AND SOCIAL MEMBERSHIP AT AN ANNUAL COST OF $2,336. NICOLA LUISOTTI, MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR, RECEIVES REIMBURSEMENT FOR TWO SPOUSAL TRANSATLANTIC AIR FARES PER YEAR. DURING 2012, TWO FARES WERE REQUIRED AT A COST OF $7,956. CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MARY POWELL | |||
| DIRECTOR | 33852 | MARY POWELL HAS A FAMILY RELATIONSHIP WITH A COMPANY THAT PROVIDES FLORAL SERVICES TO THE OPERA. | 0 |
| STEVEN MENZIES | |||
| DIRECTOR | 143593 | 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 SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 148 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13721757 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 515036 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD/BEVERAGES | 11 | 110749 | FMV AT DATE OF GIFT |
| X | MEDIA | 2 | 298836 | FMV AT DATE OF GIFT |
| X | MISC | 12 | 163346 | FMV AT DATE OF GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | PART I, COLUMN (B): | ALL CONTRIBUTIONS REPORTED REPRESENT NUMBER OF CONTRIBUTIONS AND NOT NUMBER OF ITEMS RECEIVED. STOCK CONTRIBUTIONS REPRESENTED NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. |
| THIRD PARTY USE: | PART I, LINE 32B: | SCHEDULE M, LINE 32B: DURING THE COURSE OF SOLICITATION (SEE SCHEDULE G), SECURITIES MAY BE DONATED IN LIEU OF CASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS VOLUNTEERS INCLUDE 479 USHERS, 179 GUILD VOLUNTEERS, AND 59 LIGHTWALKERS. | |
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS A. LARSEN, OFFICER, HAS A BUSINESS RELATIONSHIP WITH GEORGE HUME, OFFICER. THOMAS A. LARSEN, OFFICER, HAS A BUSINESS RELATIONSHIP WITH JOHN GUNN, DIRECTOR AND CHAIRMAN. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH C.P. RUSSELL, DIRECTOR. FRANKLIN P. JOHNSON, JR., OFFICER AND CHAIRMAN EMERITUS, HAS A BUSINESS RELATIONSHIP WITH BILL RUSSELL-SHAPIRO, 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 NOVEMBER 8, 2012 TO INCLUDE THE FOLLOWING CHANGES: SECTION 3.08 UPDATED THE PROTOCOL FOR BOARD MEMBERS TO TAKE A LEAVE OF ABSENCE. SECTION 3.09 UPDATED MEETING LOCATION TO INCLUDE MEETINGS VIA TELECONFERENCE SECTION 3.10 PROVIDES A NOTICE PERIOD FOR SPECIAL BOARD MEETINGS SECTION 7.01 CREATED A LEGACY (RESTRICTED) ENDOWMENT AND A BOARD (UNRESTRICTED) ENDOWMENT, AND A SET OF RULES ON HOW BOTH FUNDS SHOULD BE MANAGED. | |
| 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 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 INDIVIDUALS 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 THE 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 -490,537. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |