THE SANTA FE OPERA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE SANTA FE OPERA (EIN 85-0131810)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201312269349303556
- Schema version
- 2011v1.5
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T15:21:38-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 UPTOWN BLVD NE STE 400 | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850131810 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SANTA FE OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 5059865955 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2408 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER KEMP | Name |
| Title | DIRECTOR OF ACCTG & FINANCE | Title |
| Phone | 5059865955 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA ALEXANDERSON | Name |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAREY RAMOS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2408 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31610860 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANTAFEOPERA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION OF THE OPERATIC ART FORM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 617 | TotalNbrEmployees |
| Total Nbr Volunteers | 1205 | TotalNbrVolunteers |
| Total Gross UBI | 379071 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 43093 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9603478 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13652924 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8009704 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9457784 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1523806 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1656024 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 918048 | OtherRevenuePriorYear |
| Other Revenue Current Year | 841028 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20055036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25607760 | 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 | 8989116 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9333648 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1475546 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9685900 | OtherExpensePriorYear |
| Other Expenses Current Year | 10823672 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18675016 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20157320 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1380020 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5450440 | RevenuesLessExpensesCY |
| Total Assets BOY | 83711408 | TotalAssetsBOY |
| Total Assets EOY | 93524964 | TotalAssetsEOY |
| Total Liabilities BOY | 2749683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2504629 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 80961725 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91020335 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FURTHER THE OPERATIC ART FORM BY PRESENTING ENSEMBLE PERFORMANCES OF THE HIGHEST QUALITY IN A VARIED REPERTOIRE OF NEW AS WELL AS RARELY PERFORMED AND STANDARD WORKS, TO ENSURE EXCELLENCE OF OPERA'S FUTURE THROUGH ITS APPRENTICE PROGRAMS FOR ARTISTS, TECHNICIANS AND ARTS ADMINISTRATORS, AND TO FOSTER AND ENRICH AN UNDERSTANDING AND APPRECIATION FOR OPERA IN THE COMMUNITY BY OUTREACH TO A DIVERSE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13745402 | Expense |
| Revenue | 9299280 | Revenue |
| Description | ONE OF THE NATION'S MOST IMPORTANT SUMMER FESTIVALS, THE SANTA FE OPERA IS PRAISED FOR ITS INNOVATIVE REPERTORY AND HIGH STANDARDS OF EXCELLENCE. IN THE 2012 FESTIVAL SEASON, 36 PERFORMANCES OF FIVE OPERAS WERE PERFORMED: GIACOMO PUCCINI'S TOSCA, GEORGES BIZET'S THE PEARL FISHERS, GIOACHINO ROSSINI'S MAEOMETTO II, KAROL SZYMANOWSKI'S KING ROGER, AND RICHARD STRAUSS'S ARABELLA. IN ADDITION, TWO PERFORMANCES OF APPRENTICE SCENES SHOWCASED MEMBERS OF THE COMPANY'S APPRENTICE PROGRAM FOR SINGERS AND TECHNICIANS AND A SPECIAL CONCERT FEATURING SUSAN GRAHAM WAS HELD. THE TOTAL AUDIENCE WAS 76,573. THE OPERA'S FAMED APPRENTICE PROGRAM OF SINGERS, ONE OF THE NATION'S MOST DISTINGUISHED TRAINING PROGRAMS, ALLOWS 39 ASPIRING YOUNG SINGERS, CHOSEN FROM SOME 900 APPLICANTS, TO DEVELOP THEIR SKILLS BY WORKING WITH PRINCIPAL ARTISTS, MUSIC TEACHER, AND COACHES. THE APPRENTICE PROGRAM FOR TECHNICIANS PROVIDES EXPERIENCE AND TRAINING FOR SOME 73 YOUNG PEOPLE IN THE ART OF STAGECRAFT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1025379 | Expense |
| Revenue | 452492 | Revenue |
| Description | THE SANTA FE OPERA'S EDUCATION AND COMMUNITY OUTREACH PROGRAMS OFFER A WIDE SELECTION TO BOTH STUDENTS AND ADULTS. IN 2012, 48,163 INDIVIDUALS WERE SERVED, 33,502 ADULTS AND 14,661 YOUTHS. 2012 PROGRAMS INCLUDE: PUEBLO OPERA PROGRAM BRINGS STUDENTS, ELDERS, AND CHAPERONES TO YOUTH NIGHT AT THE OPERA, A FINAL DRESS REHEARSAL FOR AN OPERA IN THE CURRENT SEASON. BEGUN IN 1973, 19 PUEBLOS AND 3 RESERVATIONS ATTEND THESE FULLY STAGED PRODUCTIONS. UNDER THE YOUTH NIGHT PROGRAM, TICKETS TO A FINAL FULL DRESS REHEARSAL WERE OFFERED TO FAMILIES AT GREATLY REDUCED PRICES FOR 2 PERFORMANCES. ARTS INTEGRATION PARTNERSHIP/STUDENT PRODUCED OPERA: ARTISTS-IN-RESIDENCE PROVIDE ELEMENTARY AND MIDDLE SCHOOL CHILDREN AS WELL AS SOME WITH SPECIAL NEEDS, OPPORTUNITIES TO EXPLORE LEARNING THROUGH THE PERFORMING ARTS OFTEN WRITING, PRODUCING, AND PERFORMING THEIR OWN OPERAS BOTH IN-SCHOOL AND AFTER SCHOOL. SPRING OPERA TOURS PRESENTING A FREE INTRODUCTION TO OPERA IN SCHOOLS AND COMMUNITITES IN NEW MEXICO AND WESTERN TEXAS. BACKSTAGE TOURS IN THE OPERA'S THEATER ARE OFFERED DURING THE WEEK THROUGHOUT THE SUMMER FESTIVAL SEASON. COMMUNITY CONCERTS PRESENT MUSICAL PROGRAMS FEATURING APPRENTICE SINGERS DURING THE SUMMER AND CHRISTMAS HOLIDAY SEASON IN DIFFERENT VENUES. THESE CONCERTS ARE FREE. OPERA MAKES SENSE IS A SPECIAL INTRODUCTION FOR THREE TO FIVE YEAR OLDS EXPLORING MUSIC THROUGH THEIR FIVE SENSES. ADULT EDUCATION OFFERS A VARIETY OF SYMPOSIUMS AND PROGRAMS FOR BOTH THE OPERA AFICIONADO AND NOVICE THROUGHOUT THE YEAR INCLUDING A NEW WEEK LONG INTENSIVE SEMINAR AND THE POPULAR PRELUDE TALKS PRIOR TO EACH OPERA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14770781 | 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 | 0 | 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 | 0 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 373 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 617 | 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 | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5059865955 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 OPERA DRIVE | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87506 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SUSAN F MORRIS | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| EH CORRIGAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTA D AIDEM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| J BRUCE BUGG JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| R MARTIN CHAVEZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE T CHEMEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAULINE K CUNCANNAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCIE DOMINIC | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD G HIGGINS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID K INGALLS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILIP M JELLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PLATO KARAYANIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR WALTER L KIRCHNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J KLEINFELD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIRYAM KNUTSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARYON DAVIES LEWIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR RAYMOND P LUTZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN GRAF MARINEAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NEDRA MATTEUCCI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA BERRY MIKKELSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES F MOORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAN NAMINGHA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID P PADILLA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GRETCHEN J POMEROY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN ROLLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE SHIRLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FREDERICK J SIMON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| IRWIN J SUGARMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT G WEISS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAN PERRY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FREDERICK HAAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN SHILLING HARRISON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT TURNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANNEHL TWOMEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THE HONORABLE PATIRICA A MCFATE | |||||||
| VICE-CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| HEATHER KEMP | |||||||
| DIRECTOR OF ACCTNG & FINANCE | 40.00 | X | 109344 | 0 | 9354 | ||
| CHARLES MACKAY | |||||||
| GENERAL DIRECTOR | 40.00 | X | 334874 | 0 | 9960 | ||
| JAMES R SEITZ JR | |||||||
| VICE-CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| CAREY R RAMOS | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| CAROLE ELY | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 138720 | 0 | 9411 | X | ||
| PAUL HORPEDAHL | |||||||
| PRODUCTION AND FACILITIES DIRECTOR | 40.00 | 113218 | 0 | 12608 | X | ||
| BRADLEY WOOLBRIGHT | |||||||
| DIRECTOR OF ARTISTIC ADMIN | 40.00 | 138623 | 0 | 9619 | X | ||
| ROBERTA COOPER RAMO | |||||||
| VICE-PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| FREDERICK CHASLIN | |||||||
| CHIEF CONDUCTOR | 40.00 | 133461 | 0 | 0 | X | ||
| JOSEPH M BRYAN JR | |||||||
| FIRST VICE-PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| DR ROBERT M ZONE | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| DIANNE LOOMIS | |||||||
| ASSISTANT SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| T PETER TOWNSEND | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| PETER B FRANK | |||||||
| ASSISTANT TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 968240 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 50952 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | 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 |
|---|---|---|---|---|---|
| BLUE SKY BUILDERS | |||||
| PO BOX 608 | ESPANOLA | NM | 87532 | CONSTRUCTION | 758622 |
| BON APPETIT | |||||
| 1600 ST MICHAELS DR | SANTA FE | NM | 87505 | FOOD SERVICES | 289771 |
| SAGE BUSINESS CONSULTING | |||||
| 609 BROADWAY BLVD NE STE 213 | ALBUQUERQUE | NM | 87102 | COMPUTER CONSULTING | 197782 |
| CPC SOLUTIONS | |||||
| 2800 PRINTERS WAY | GRAND JUNCTION | CO | 81506 | PRINTING | 152688 |
| SYNCH | |||||
| PO BOX 37278 | ALBUQUERQUE | NM | 87176 | ADVERTISING BROKER | 136900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 340400 | FundraisingEvents |
| Government Grants | 115010 | GovernmentGrants |
| All Other Contributions | 13197514 | AllOtherContributions |
| Noncash Contributions | 2249913 | NoncashContributions |
| Total Contributions | 13652924 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE ADMISSIONS | 711110 | 8286790 | 8286790 |
| AUXILARY OPERATIONS | 711110 | 1170994 | 1170994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9457784 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 745203 | TotalRevenueColumn |
| Exclusion | $745,203 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 467492 | Real |
| Personal | 100168 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 428344 | Real |
| Personal | 6503 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39148 | Real |
| Personal | 93665 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132813 | TotalRevenueColumn |
| Exclusion | $132,813 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6036297 | Securities |
| Other | 1810 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5118966 | Securities |
| Other | 8320 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 917331 | Securities |
| Other | -6510 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 910821 | TotalRevenueColumn |
| Exclusion | $910,821 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 225726 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 340400 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 190570 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35156 | TotalRevenueColumn |
| Exclusion | $35,156 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 296736 | GrossSalesOfInventory |
| Cost Of Goods Sold | 250397 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46339 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31275 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15064 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 711110 | 262713 | 262713 | |
| ADVERTISING REVENUE | 511120 | 171464 | 171464 | |
| SPONSORSHIP REVENUE | 611710 | 125825 | 125825 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66718 | TotalRevenueColumn |
| Unrelated Business Revenue | 66718 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 626720 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25607760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9751772 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 379071 | UnrelatedBusinessRevenue |
| Exclusion | $1,823,993 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533473 | Total |
| Program Services | 137523 | ProgramServices |
| Management And General | 259677 | ManagementAndGeneral |
| Fundraising | 136273 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7174544 | Total |
| Program Services | 5400279 | ProgramServices |
| Management And General | 1069194 | ManagementAndGeneral |
| Fundraising | 705071 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176672 | Total |
| Program Services | 108289 | ProgramServices |
| Management And General | 57194 | ManagementAndGeneral |
| Fundraising | 11189 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849791 | Total |
| Program Services | 589721 | ProgramServices |
| Management And General | 164105 | ManagementAndGeneral |
| Fundraising | 95965 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599168 | Total |
| Program Services | 451280 | ProgramServices |
| Management And General | 87701 | ManagementAndGeneral |
| Fundraising | 60187 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48731 | Total |
| Management And General | 48731 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89290 | Total |
| Management And General | 89290 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92393 | Total |
| Management And General | 92393 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1850152 | Total |
| Program Services | 1716970 | ProgramServices |
| Management And General | 107469 | ManagementAndGeneral |
| Fundraising | 25713 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603477 | Total |
| Program Services | 499511 | ProgramServices |
| Management And General | 71853 | ManagementAndGeneral |
| Fundraising | 32113 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707999 | Total |
| Program Services | 552461 | ProgramServices |
| Management And General | 107505 | ManagementAndGeneral |
| Fundraising | 48033 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249517 | Total |
| Program Services | 149799 | ProgramServices |
| Management And General | 83334 | ManagementAndGeneral |
| Fundraising | 16384 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174393 | Total |
| Program Services | 174393 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967789 | Total |
| Program Services | 627006 | ProgramServices |
| Management And General | 340783 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834977 | Total |
| Program Services | 1721694 | ProgramServices |
| Management And General | 75435 | ManagementAndGeneral |
| Fundraising | 37848 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48257 | Total |
| Program Services | 21123 | ProgramServices |
| Management And General | 20950 | ManagementAndGeneral |
| Fundraising | 6184 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1385011 | Total |
| Program Services | 427035 | ProgramServices |
| Management And General | 957976 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350199 | Total |
| Program Services | 86139 | ProgramServices |
| Management And General | 264060 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COSTUMES, SCENERY, PROP | 1280068 | 1280068 | ||
| ENTERTAINMENT AND CULTI | 411667 | 127438 | 7087 | 277142 |
| AUXILIARY EXPENSE | 376430 | 376430 | ||
| COMPLIMENTARY TICKETS | 196698 | 193591 | 3107 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156624 | Total |
| Program Services | 130031 | ProgramServices |
| Management And General | 3149 | ManagementAndGeneral |
| Fundraising | 23444 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20157320 | Total |
| Program Services | 14770781 | ProgramServices |
| Management And General | 3910993 | ManagementAndGeneral |
| Fundraising | 1475546 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2700 | BOY |
| EOY | 499 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3594719 | BOY |
| EOY | 5717679 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7268042 | BOY |
| EOY | 11144008 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45211 | BOY |
| EOY | 250329 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67633 | BOY |
| EOY | 68387 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 807837 | BOY |
| EOY | 722217 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51355181 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17728345 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34608580 | BOY |
| EOY | 33626836 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22867291 | BOY |
| EOY | 30656030 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11899381 | BOY |
| EOY | 9392715 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550014 | BOY |
| EOY | 1946264 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83711408 | BOY |
| EOY | 93524964 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 617878 | BOY |
| EOY | 1047472 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744036 | BOY |
| EOY | 1126931 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1387769 | BOY |
| EOY | 330226 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2749683 | BOY |
| EOY | 2504629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35703035 | BOY |
| EOY | 37059442 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3861518 | BOY |
| EOY | 12407520 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41397172 | BOY |
| EOY | 41553373 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80961725 | BOY |
| EOY | 91020335 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83711408 | BOY |
| EOY | 93524964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5450440 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4608170 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10933541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8512416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11969165 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9603478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13652924 | CurrentTaxYear |
| Total | 54671524 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8463129 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8132620 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8026590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8009704 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9457784 | CurrentTaxYear |
| Total | 42089827 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19396670 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16645036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19995755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17613182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23110708 | CurrentTaxYear |
| Total | 96761351 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1877592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3482098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1952209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2061341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8658728 | CurrentTaxYear |
| Total | 18031968 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1877592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3482098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1952209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2061341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8658728 | CurrentTaxYear |
| Total | 18031968 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 78729383 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1323724 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1043171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1094421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1201163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1312863 | CurrentTaxYear |
| Total | 5975342 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1323724 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1043171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1094421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1201163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1312863 | CurrentTaxYear |
| Total | 5975342 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47108 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43093 | CurrentTaxYear |
| Total | 272019 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 293183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 329877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 209104 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 568510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 488439 | CurrentTaxYear |
| Total | 1889113 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21060685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18101633 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21368334 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19412070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24955103 | CurrentTaxYear |
| Total | 104897825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.75050 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.80710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05700 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05930 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III, LINE 12 EXPLANATION FOR OTHER INCOME: 2007 2008 2009 2010 2011 MISCELLANEOUS INCOME $5,774 $9,545 $2,581 $252,650 $262,713 FUNDRAISING INCOME $287,409 $320,332 $206,523 $315,860 $225,726 | GeneralExplanation |
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 | 43425684 | BeginningOfYearBalance |
| Contributions | 1386307 | Contributions |
| Investment Earnings Or Losses | 4731223 | InvestmentEarningsOrLosses |
| Other Expenditures | 1616690 | OtherExpenditures |
| End Of Year Balance | 47926524 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44743815 | BeginningOfYearBalance |
| Contributions | 1639451 | Contributions |
| Investment Earnings Or Losses | -986696 | InvestmentEarningsOrLosses |
| Other Expenditures | 1970886 | OtherExpenditures |
| End Of Year Balance | 43425684 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38213883 | BeginningOfYearBalance |
| Contributions | 1588987 | Contributions |
| Investment Earnings Or Losses | 2804763 | InvestmentEarningsOrLosses |
| Other Expenditures | 2308655 | OtherExpenditures |
| End Of Year Balance | 40298978 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38241294 | BeginningOfYearBalance |
| Contributions | 1761005 | Contributions |
| Investment Earnings Or Losses | 291401 | InvestmentEarningsOrLosses |
| Other Expenditures | 2079817 | OtherExpenditures |
| End Of Year Balance | 38213883 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5348930 | OtherCostOrOtherBasis |
| Book Value | 5348930 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42307336 | OtherCostOrOtherBasis |
| Depreciation | 14998245 | Depreciation |
| Book Value | 27309091 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3698915 | OtherCostOrOtherBasis |
| Depreciation | 2730100 | Depreciation |
| Book Value | 968815 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33626836 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WEATHERLOW MARKETABLE ALTERNATIVES | 5654737 | F |
| AETOS MARKETABLE ALTERNATIVES | 2520947 | F |
| TIFF REAL ESTATE II LP | 1217031 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9392715 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $330,226 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 330226 | TotalOfAmounts |
| Total Revenue | 25607760 | TotalRevenue |
| Total Expenses | 20157320 | TotalExpenses |
| Excess Or Deficit For Year | 5450440 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3232657 | NetUnrealizedGLOnInvestments |
| Other | $1,375,513 | OtherAmount |
| Total Adjustments | 4608170 | TotalAdjustments |
| Excess Or Deficit Per FS | 10058610 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30829438 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3232657 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 64371 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 2052384 | OtherRevenues |
| Revenue Not Rptd F990 | 5349412 | RevenueNotRptdF990 |
| Revenue Subtotal | 25480026 | RevenueSubtotal |
| Investment Expenses Not Included | 127734 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 127734 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25607760 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20770828 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 64371 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 676871 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 741242 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20029586 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 127734 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 127734 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20157320 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PRODUCE A REALATIVELY PREDICTABLE AND STABLE INCOME STREAM TO GROW AND TO SUPPORT PRESENT AND FUTURE PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE OPERA HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JANUARY 1, 2009, WHICH HAD NO FINANCIAL STATEMENT IMPACT TO THE OPERA. THE OPERA RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE OPERA HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE OCTOBER 1, 2009 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2012 OR 2011. THE OPERA FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. THE OPERA HAD MINIMAL TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2012 AND 2011. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE OPERA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE IRS FOR TAX YEARS THROUGH SEPTEMBER 30, 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,375,513. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST 1,375,513. AUXILLARY EXPENSE 235,904. FUNDRAISING EXPENSE 190,570. COGS INVENTORY 250,397. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COGS INVENTORY 250,397. AUXILLARY EXPENSES 235,904. FUNDRAISING EXPENSES 190,570. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 5654737 | 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 | 5654737 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 5654737 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 381334 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 248789 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 132545 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 102532 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOLIDAY PARTY | NameOfEvent2 |
| Gross Receipts Event2 | 102787 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 42566 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 60221 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 56160 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 82005 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 49045 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 32960 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 31878 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 566126 | GrossReceiptsTotal |
| Charitable Contributions Total | 340400 | CharitableContributionsTotal |
| Gross Revenue Total Events | 225726 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 190570 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 190570 | DirectExpenseSummaryEvents |
| Net Income Summary | 35156 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLES MACKAY | NamePerson |
| Base Compensation Filing Org | 286277 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 12950 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 35647 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9960 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 344834 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE SANTA FE OPERA OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE OPERA'S FACILITIES. THE CLOSE PROXIMITY OF THE RESIDENCE AND THE GENERAL DIRECTOR'S LIVING THEREIN HAVE IMPORTANT BENEFITS FOR THE OPERA. THE GENERAL DIRECTOR IS THEREBY AVAILABLE ON SHORT NOTICE FOR IMPORTANT BUSINESS ON THE OPERA GROUNDS AS WELL AS ABLE TO ENTERTAIN AND MEET WITH THE OPERA'S GUESTS, ARTISTIC PARTNERS AND STAFF. THE GENERAL DIRECTOR, AS A CONDITION OF EMPLOYMENT, IS REQUIRED BY THE OPERA TO RESIDE IN THE GENERAL DIRECTOR'S RESIDENCE. THE SANTA FE OPERA REPORTS TO THE INTERNAL REVENUE SERVICE AS COMPENSATION TO THE GENERAL DIRECTOR ADDITIONAL TAXABLE INCOME FOR THE FAIR MARKET RENTAL VALUE AND UTILITY COSTS OF THE PREMISES. THE OPERA HAS AGREED TO REIMBURSE THE GENERAL DIRECTOR FOR ANY OUT-OF-POCKET COSTS INCURRED DURING THE USE OF THE GENERAL DIRECTOR'S RESIDENCE FOR OPERA BUSINESS. DETAILED RECORDS ARE REQUIRED TO BE MAINTAINED OF THE OPERA'S OFFICIAL USE OF THE RESIDENCE AND SUBMITTED TO THE PRESIDENT AND THE DIRECTOR OF FINANCE AND ACCOUNTING. THE TAX INDEMNIFICATION AND GROSS UP PAYMENTS REPRESENT THE TAX PAID BY THE OPERA, AND INCLUDED IN CHARLES MACKAY'S W-2, TO COVER THE TAX ON THE HOUSING ALLOWANCE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2123609 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET QUOTES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSICAL INSTRUMENTS | 1 | 22750 | APPRAISAL |
| X | COSTUMES/ PROPERTIES | 12 | 9755 | FAIR VALUE |
| X | PARTY EXPENSES | 13 | 58583 | FAIR VALUE |
| X | FURNISHINGS | 2 | 2750 | FAIR VALUE |
| X | AUCTION ITEMS | 44 | 32466 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS OF THE SANTA FE OPERA HAS APPROVED A RESOLUTION APPROVING A PROCESS BY WHICH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FULL VERSION OF THE FORM 990 INCLUDING ALL SCHEDULES AS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW AND ANY CHANGES BY THE AUDIT COMMITTEE, THE DRAFT PUBLIC DISCLOSURE VERSION OF THE FORM 990, EXCLUDING SCHEDULE B (SCHEDULE OF CONTRIBUTORS) IS SENT ELECTRONICALLY OR BY PRIORITY MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. THE SCHEDULE B, TO THE FORM 990 IS NOT REVIEWED BY THE BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF ITS DONOR LIST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS OF THE SANTA FE OPERA ARE ASKED EACH YEAR TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND TO SUBMIT THESE SIGNED STATEMENTS TO THE SECRETARY OF THE BOARD OF DIRECTORS. BY SIGNING THE ANNUAL DISCLOSURE STATEMENTS, EACH DIRECTOR UNDERTAKES TO NOTIFY THE PRESIDENT OF THE OPERA OF ANY MATERIAL CHANGES THAT MIGHT RESULT IN A CONFLICT OF INTEREST. THE PRESIDENT REVIEWS THE SIGNED DISCLOSURE STATEMENTS FOR CONFLICTS AND, WITH THE ASSISTANCE OF COMMITTEE CHAIRS, MONITORS COMPLIANCE WITH THE POLICY AT MEETINGS OF THE BOARD AND COMMITTEES CONSIDERING TRANSACTIONS OR ARRANGEMENTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPLIANCE WITH THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE. IF A CONFLICT ARISES, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE REPORTING PERIOD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPOSED OF THE PRESIDENT, CHAIRMAN, TREASURER AND TWO ADDITIONAL BOARD MEMBERS APPOINTED BY THE PRESIDENT, ALL OF WHOM ARE UNRELATED TO THE GENERAL DIRECTOR, REVIEWS AND APPROVES COMPENSATION AND OTHER TERMS OF EMPLOYMENT FOR THE GENERAL DIRECTOR. IN CONSIDERING APPROPRIATE COMPENSATION FOR THIS POSITION, THE COMPENSATION COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS AT SIMILAR OPERA COMPANIES. THE COMPENSATION COMMITTEE ALSO CONDUCTS ANNUAL REVIEWS OF THE PERFORMANCE OF THE GENERAL DIRECTOR. MINUTES OF THE COMPENSATION COMMITTEE'S MEETINGS ARE RECORDED AND MAINTAINED AT THE OFFICES OF THE SANTA FE OPERA. COMPENSATION FOR THE DIRECTOR OF ACCOUNTING AND FINANCE IS DETERMINED BY THE GENERAL DIRECTOR. THE GENERAL DIRECTOR TAKES JOB PERFORMANCE AND SALARY DATA FOR COMPARABLE POSITIONS AT OTHER OPERA COMPANIES INTO ACCOUNT WHEN SETTING THE ANNUAL SALARY FOR THE DIRECTOR OF ACCOUNTING AND FINANCE. THIS PROCESS WAS LAST COMPLETED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE SANTA FE OPERA. THEY ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC WHO MAKE WRITTEN REQUESTS FOR THE INFORMATION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 3,232,657. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,375,513. TOTAL TO FORM 990, PART XI, LINE 5: 4,608,170. | CHANGES IN NET ASSETS OR FUND BALANCES: |