SAN FRANCISCO OPERA ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO OPERA ASSOCIATION (EIN 94-0836240)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-06-14
- IRS object ID
- 201131659349300228
- Schema version
- 2009v1.7
- 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 | 2011-06-14T13:37:14-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET SUITE 1300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | 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 | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Maga Kisriev | Name |
| Phone | 4154215757 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 103144171 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 85 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 84 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1034 | TotalNbrEmployees |
| Total Nbr Volunteers | 690 | TotalNbrVolunteers |
| Total Gross UBI | -9200 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -9200 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 44650262 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 49210837 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25968272 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20100847 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1794391 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1350633 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104902 | OtherRevenuePriorYear |
| Other Revenue Current Year | 706019 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 72517827 | TotalRevenuePriorYear |
| Total Revenue Current Year | 71368336 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49014290 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46989902 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 502752 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 449495 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4243243 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17658824 | OtherExpensePriorYear |
| Other Expenses Current Year | 16884039 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67175866 | TotalExpensesPriorYear |
| Total Expenses Current Year | 64323436 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5341961 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7044900 | RevenuesLessExpensesCY |
| Total Assets BOY | 185111033 | TotalAssetsBOY |
| Total Assets EOY | 205071283 | TotalAssetsEOY |
| Total Liabilities BOY | 26184204 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28071374 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 158926829 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 176999909 | NetAssetsOrFundBalancesEOY |
| 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 | 42756586 | Expense |
| Revenue | 18656120 | Revenue |
| Description | PRODUCTION AND ARTISTIC - THE OPERA PRESENTED 63 PERFORMANCES OF 9 MAINSTAGE PRODUCTIONS OF THE HIGHEST ARTISTIC QUALITY TO MORE THAN 170,000 AUDIENCE MEMBERS DURING THE 2010 SEASON. ARTISTIC HIGHLIGHTS OF THE 87TH SEASON INCLUDED THE INAUGURAL SEASON OF NICOLA LUISOTTI AS THE NEW MUSIC DIRECTOR. LUISOTTI LAUNCHED THE SEASON WITH A GALA PERFORMANCE OF VERDI'S IL TROVATORE. FORMER MUSIC DIRECTOR, DONALD RUNNICLES, CONDUCTED WAGNER'S DIE WALKURE, THE SECOND INSTALLMENT OF THE RING OF THE NIBELUNG. RUNNICLES WILL CONDUCT THREE COMPLETE CYCLES OF THE RING IN SUMMER 2011. THE COMPANY'S MAINSTAGE PRODUCTIONS ALSO INCLUDED TRITTICO, ABDUCTION FROM THE SERAGLIO, DAUGHTER OF THE REGIMENT, SALOME, OTELLO, FAUST, AND GIRL OF THE GOLDEN WEST.OTHER CONCERTS INCLUDED FREE COMMUNITY CONCERTS AT THE STERN GROVE FESTIVAL AND GOLDEN GATE PARK'S SHARON MEADOW AS WELL AS THE ANNUAL OPERA CENTER ADLER FELLOW GALA CONCERT AND THREE OPERA CENTER SCHWABACHER DEBUT RECITALS. MUSIC DIRECTOR NICOLA LUISOTTI WILL LEAD A WONDERFUL LINEUP IN FALL 2010 INCLUDING AIDA, MADAMA BUTTERLY AND THE MARRIAGE OF FIGARO. PLACIDO DOMINGO WILL RETURN TO SING IN ONE OF HIS SIGNATURE ROLES, CYRANO DE BERGERAC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3201816 | Expense |
| Revenue | 82496 | 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 REGIONAL CINEMA SERIES. CLASSICAL RADIO STATION, KDFC, REBROADCASTS THE OPERA'S FULL SEASON TO AN AUDIENCE OF APPROXIMATELY 29,000 LISTENERS PER MONTH. WFMT REBROADCASTS RADIO PROGRAMS TO A NATIONAL AUDIENCE OF APPROXIMATELY 500,000.THE "OPERA AT THE BALLPARK" SIMULCAST AT AT&T PARK IN PARTNERSHIP WITH THE SAN FRANCISCO GIANTS FEATURED A FREE LIVE HD SIMULCAST OF GIUSEPPE VERDI'S IL TROVATORE WITH AN AUDIENCE OF APPROXIMATELY 25,000.WEB VIDEOS ARE INCLUDED ON THE OPERA'S WEBSITE WHICH INCLUDE OPERA EXCERPTS, INTERVIEWS AND OPERA TALKS.A REGIONAL CINEMA SERIES WAS INITIATED AND BROADENED DURING THE 2011 SEASON TO EIGHTEEN THEATERS AND PERFORMING ARTS VENUES DELIVERED ON BLU-RAY.OPERAVISION, OFFERED AT SELECT PERFORMANCES, AFFORDS BALCONY AUDIENCES A BETTER VIEW OF THE STAGE WITH USE OF SCREENS PROVIDING CLOSEUP AND MID-RANGE ENSEMBLE SHOTS IN HIGH DEFINITION VIDEO WITH SUPERTITLES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1997920 | Expense |
| Revenue | 1205361 | Revenue |
| Description | OPERA CENTER (TRAINING AND PROFESSIONAL DEVELOPMENT) - THE OPERA SUPPORTS AN INTERNATIONALLY RECOGNIZED TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAM, THE ADLER FELLOWSHIP PROGRAM. FOUNDED IN 1977 AS THE SAN FRANCISCO AFFILIATE ARTISTS OPERA PROGRAM, ADLER FELLOWSHIPS ARE PERFORMANCE-ORIENTED, TWO-YEAR RESIDENCES FOR YOUNG ARTISTS OF MAJOR OPERATIC POTENTIAL. ADLER FELLOWSHIPS OFFER UNIQUE OPPORTUNITIES TO YOUNG ARTISTS TO DEVELOP THEIR SKILLS AND GAIN PERFORMANCE EXPERIENCE UNDER THE AEGIS OF A MAJOR INTERNATIONAL OPERA COMPANY.THE ADLER'S ACTIVITIES INCLUDED AN ANNUAL ADLER FELLOWS CONCERT AND THREE SCHWABACHER DEBUT RECITALS.FORMER ADLER FELLOWS INCLUDE SOPRANOS PATRICIA RACETTE, RUTH ANN SWENSON, CAROL VANESS AND DEBORAH VOIGT; MEZZO SOPRANOS ZHENG CAO AND DOLORA ZAJICK; COUNTERTENOR BRIAN ASAWA; BARITONES EUGENE BRANCOVEANU, MARK DELAVAN, LUCAS MEACHEM AND DAVID OKERLUND; BASS BARITONES MONTE PEDERSON AND JOHN RELYEA. SOPRANO LEAH CROCETTO, A CURRENT ADLER FELLOW, WAS A 2010 WINNER OF THE METROPOLITAN OPERA NATIONAL COUNCIL AUDITIONS. THE OPERA'S EDUCATIONAL ACTIVITIES, INCLUDING THOSE BY THE GUILD, CONTINUE TO REACH MORE THAN 60,000 CHILDREN ANNUALLY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 47956322 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 269 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1034 | 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 | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | UK | 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 |
| Nbr Voting Governing Body Members | 85 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 84 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | 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 | AZ | StatesWhereCopyOfReturnIsFiled |
| 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 | 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 (97 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 | |||
| DAVID BALABANIAN | ||||||||
| 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 | |||
| ATHENA TROXEL BLACKBURN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT BLANDING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MELISSA BOXER | ||||||||
| DIRECTOR & BRAVO PRES(8/1-12/31/09) | 1.00 | X | 0 | 0 | 0 | |||
| JOHN M BRYAN | ||||||||
| DIRECTOR | 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 | |||
| JOHN CULLISON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS PETER W JAYNE DAVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS IRA D DEARING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT D CORY | ||||||||
| 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 | |||
| DAVID M CHAMBERLAIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CONCEPCION FEDERMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTINA J FLANAGAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LISA STEVENS GALLO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NICHOLAS M GRAVES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PETER F CARPETNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARIE T CARR | ||||||||
| DIRECTOR (1/1-7/31/10) | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL A HARRISON | ||||||||
| 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 | 1.00 | X | 0 | 0 | 0 | |||
| PETER R JOHNSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS GORHAM B DIANA KNOWLES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NOELLE LECA | ||||||||
| DIRECTOR | 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 | |||
| WILLIAM J LOWENBERG | ||||||||
| 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 | |||
| ANNE G MCWILLIAMS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE A KERN | ||||||||
| 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 | |||
| CAROL P NIE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| J BOYCE NUTE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HIROMITSU OGAWA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HAROLD PARICHAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GARY PINKUS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARRIET MEYER QUARRE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BERNARD OSHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J RIGG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DIANE M RUBIN | ||||||||
| DIRECTOR AND GUILD PRES | 1.00 | X | 0 | 0 | 0 | |||
| CP RUSSELL | ||||||||
| 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 GEORGE P CHARLOTTE SCHULTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LIP-BU TAN | ||||||||
| 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 MARSHALL I LONNA WAIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN R PITCAIRN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK WILKEN | ||||||||
| DIRECTOR & MEROLA OPERA PROG PRES | 1.00 | X | 0 | 0 | 0 | |||
| MRS ALFRED S DIANNE WILSEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS ROY L BARBARA WARD WONDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| S SHARIQ YOSUFZAI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REID W DENNIS | ||||||||
| CHAIRMAN EMERITUS | 5.00 | X | 0 | 0 | 0 | X | ||
| PAUL CRANE DORFMAN | ||||||||
| EX VP & ASST SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| LISA ERDBERG | ||||||||
| ASST SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| JOHN A GUNN | ||||||||
| BOARD CHAIRMAN | 5.00 | X | 0 | 0 | 0 | X | ||
| GEORGE H HUME | ||||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| FRANKLIN P JOHNSON JR | ||||||||
| BOARD CHAIRMAN EMERITUS | 5.00 | X | 0 | 0 | 0 | X | ||
| THOMAS A LARSEN | ||||||||
| SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| KEVIN MCCABE | ||||||||
| ASST SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| STEVEN MENZIES | ||||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | ||
| KARL O MILLS | ||||||||
| BOARD VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | ||
| VIVIAN M STEPHENSON | ||||||||
| ASST SECTY | 5.00 | X | 0 | 0 | 0 | X | ||
| DAVID GOCKLEY | ||||||||
| GENERAL DIRECTOR & CEO | 60.00 | X | 551331 | 0 | 31344 | X | ||
| TERESA MEDEARIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROSEMARY MOORE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK SCHAFER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA A WOLFE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL SIMPSON | ||||||||
| CFO | 60.00 | 197490 | 0 | 14195 | X | |||
| MARCIA LAZER | ||||||||
| DIRECTOR OF MKTING | 60.00 | 159858 | 0 | 11743 | X | |||
| DREW LANDMESSER | ||||||||
| DIRECTOR OF PRODUCTION | 60.00 | 240830 | 0 | 16614 | X | |||
| MARY A POWELL | ||||||||
| DIRECTOR OF DEVELOPMENT | 60.00 | 196860 | 0 | 24255 | X | |||
| MATTHEW SHILVOCK | ||||||||
| ASSISTANT GENERAL DIRECTOR | 60.00 | 152325 | 0 | 14157 | X | |||
| KAY STERN | ||||||||
| CONCERTMASTER | 60.00 | 157111 | 0 | 51832 | X | |||
| NICOLA LUISOTTI | ||||||||
| MUSIC DIR & PRINCIPAL CONDUCTOR | 60.00 | 338188 | 0 | 4034 | X | |||
| JENNIFER LYNCH | ||||||||
| SR. DIRECTOR COMPREHENSIVE CAMPAIGN | 60.00 | 152390 | 0 | 5459 | X | |||
| DONALD RUNNICLES | ||||||||
| MUSIC DIR & PRIN CONDUCTOR | 60.00 | 326980 | 0 | 13026 | X | |||
| MARK A URBAN | ||||||||
| MASTER CARPENTER | 60.00 | 173613 | 0 | 37327 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2646976 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 223986 | TotalOtherCompensation |
| Number Individuals GT100 K | 51 | 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 |
|---|---|---|---|---|---|
| DCM TELEMARKETING | |||||
| 45 MAIN STREET STE 816 | BROOKLYN | NY | 11201 | TELEMKT/TELEFUNDR | 698310 |
| INTERNATIONAL FREIGHT SERVICES INC | |||||
| 1610 ROLLINS ROAD | BURLINGAME | CA | 94010 | SHIPPING | 465347 |
| FIRST CLASS PLUS | |||||
| 1750 CESAR CHAVEZ STREET UNIT E | SAN FRANCISCO | CA | 94124 | MAILING CENTER | 453539 |
| SERVICE WEST INC | |||||
| 9201 SAN LEANDRO STREET | OAKLAND | CA | 94603 | MOVING & STORAGE | 308033 |
| BURR PILGER & MAYER LLP | |||||
| 600 CALIFORNIA STREET SUITE 1300 | SAN FRANCISCO | CA | 94108 | ACCOUNTING | 264804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Related Organizations | 525168 | RelatedOrganizations |
| Government Grants | 774443 | GovernmentGrants |
| All Other Contributions | 47911226 | AllOtherContributions |
| Noncash Contributions | 11812244 | NoncashContributions |
| Total Contributions | 49210837 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 900099 | 18656120 | 18656120 |
| SF OPERA CENTER | 900099 | 1205361 | 1205361 |
| OTHER PROGRAM REVENUE | 900099 | 156870 | 156870 |
| MEDIA AND EDUCATION | 900099 | 82496 | 82496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20100847 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1647773 | TotalRevenueColumn |
| Unrelated Business Revenue | -9200 | UnrelatedBusinessRevenue |
| Exclusion | $1,656,973 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47045 | Real |
| Personal | 601801 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 93141 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47045 | Real |
| Personal | 508660 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 555705 | TotalRevenueColumn |
| Related Or Exempt Function Income | 508660 | RelatedOrExemptFunctionIncome |
| Exclusion | $47,045 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31118784 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31415924 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -297140 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -297140 | TotalRevenueColumn |
| Exclusion | -$297,140 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 69890 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 141677 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -71787 | TotalRevenueColumn |
| Exclusion | -$71,787 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 188649 | GrossSalesOfInventory |
| Cost Of Goods Sold | 125093 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63556 | TotalRevenueColumn |
| Exclusion | $63,556 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARKING FEES | Description |
| Business Code | 812930 | BusinessCode |
| Total Revenue Column | 158545 | TotalRevenueColumn |
| Exclusion | $158,545 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 158545 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71368336 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20609507 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -9200 | UnrelatedBusinessRevenue |
| Exclusion | $1,557,192 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1596844 | Total |
| Program Services | 545394 | ProgramServices |
| Management And General | 723699 | ManagementAndGeneral |
| Fundraising | 327751 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34145742 | Total |
| Program Services | 29517019 | ProgramServices |
| Management And General | 2824096 | ManagementAndGeneral |
| Fundraising | 1804627 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2445197 | Total |
| Program Services | 2402907 | ProgramServices |
| Management And General | 42290 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6312639 | Total |
| Program Services | 5836478 | ProgramServices |
| Management And General | 313913 | ManagementAndGeneral |
| Fundraising | 162248 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2489480 | Total |
| Program Services | 2072246 | ProgramServices |
| Management And General | 265223 | ManagementAndGeneral |
| Fundraising | 152011 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235607 | Total |
| Program Services | 40742 | ProgramServices |
| Management And General | 81271 | ManagementAndGeneral |
| Fundraising | 113594 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229542 | Total |
| Management And General | 229542 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449495 | Total |
| Fundraising | 449495 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478476 | Total |
| Management And General | 478476 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1922964 | Total |
| Program Services | 171358 | ProgramServices |
| Management And General | 1686766 | ManagementAndGeneral |
| Fundraising | 64840 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1217669 | Total |
| Program Services | 34813 | ProgramServices |
| Management And General | 1182856 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611551 | Total |
| Program Services | 142479 | ProgramServices |
| Management And General | 1215765 | ManagementAndGeneral |
| Fundraising | 253307 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185906 | Total |
| Management And General | 185906 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82277 | Total |
| Program Services | 82277 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1871516 | Total |
| Program Services | 713651 | ProgramServices |
| Management And General | 1032153 | ManagementAndGeneral |
| Fundraising | 125712 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1417503 | Total |
| Program Services | 1321416 | ProgramServices |
| Management And General | 20052 | ManagementAndGeneral |
| Fundraising | 76035 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18794 | Total |
| Program Services | 905 | ProgramServices |
| Management And General | 17889 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118271 | Total |
| Management And General | 118271 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2215650 | Total |
| Program Services | 1448126 | ProgramServices |
| Management And General | 767524 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370616 | Total |
| Program Services | 32553 | ProgramServices |
| Management And General | 338063 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION MATERIALS | 2891134 | 2790830 | 100304 | 0 |
| MARKETING/PROMOTION | 853872 | 48195 | 331219 | 474458 |
| OTHER EXPENSES | 614288 | 427682 | 105719 | 80887 |
| STORAGE & MOVING | 384809 | 327251 | 57558 | 0 |
| BAD DEBT EXPENSE | 163594 | 0 | 5316 | 158278 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64323436 | Total |
| Program Services | 47956322 | ProgramServices |
| Management And General | 12123871 | ManagementAndGeneral |
| Fundraising | 4243243 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510596 | BOY |
| EOY | 1139882 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30360321 | BOY |
| EOY | 26868133 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37011628 | BOY |
| EOY | 40070630 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 668305 | BOY |
| EOY | 432099 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100869 | BOY |
| EOY | 96401 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157581 | BOY |
| EOY | 156278 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23675403 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13080684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10916917 | BOY |
| EOY | 10594719 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41626001 | BOY |
| EOY | 60487500 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51890800 | BOY |
| EOY | 52286220 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10868015 | BOY |
| EOY | 12939421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185111033 | BOY |
| EOY | 205071283 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6463807 | BOY |
| EOY | 6100717 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12619483 | BOY |
| EOY | 15131437 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7100914 | BOY |
| EOY | 6839220 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26184204 | BOY |
| EOY | 28071374 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -17256740 | BOY |
| EOY | -12532126 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38151691 | BOY |
| EOY | 47128582 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138031878 | BOY |
| EOY | 142403453 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158926829 | BOY |
| EOY | 176999909 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185111033 | BOY |
| EOY | 205071283 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61563366 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71392470 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59086793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44650262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49210837 | CurrentTaxYear |
| Total | 285903728 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61563366 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71392470 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59086793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44650262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49210837 | CurrentTaxYear |
| Total | 285903728 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 74553980 | AmountsSubstContributorsTotal |
| Public Support Total170 | 211349748 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2683862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3406768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3518140 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3321534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2296619 | CurrentTaxYear |
| Total | 15226923 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 11526 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41763 | CurrentTaxYearMinus1Year |
| Current Tax Year | -9200 | CurrentTaxYear |
| Total | 74022 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 301204673 | TotalSupport |
| Gross Receipts From Admissions Etc | 120220588 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70170 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72220 | 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 | 141105620 | BeginningOfYearBalance |
| Contributions | 6085756 | Contributions |
| Investment Earnings Or Losses | 11942099 | InvestmentEarningsOrLosses |
| Other Expenditures | 5805035 | OtherExpenditures |
| End Of Year Balance | 153328440 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.01340 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98660 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | 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 | 6010858 | OtherCostOrOtherBasis |
| Depreciation | 3944642 | Depreciation |
| Book Value | 2066216 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13722240 | OtherCostOrOtherBasis |
| Depreciation | 8562557 | Depreciation |
| Book Value | 5159683 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1827640 | OtherCostOrOtherBasis |
| Depreciation | 573485 | Depreciation |
| Book Value | 1254155 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10594719 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS - EQUITIES | 17085288 | F |
| LIMITED PARTNERSHIPS - BONDS | 24532814 | F |
| LIMITED PARTNERSHIPS - REAL ESTATE | 1833205 | F |
| LIMITED PARTNERSHIPS - INFLATION HEDGE | 394337 | F |
| LIMITED PARTNERSHIPS - PRIVATE EQUITY | 2081658 | F |
| LIMITED PARTNERSHIP - HEDGE FUNDS | 5951862 | F |
| 250 Post Street | 407056 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 52286220 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED PRODUCTION COSTS | 6032567 |
| ASSETS HELD IN CHARITABLE TRUSTS | 5323244 |
| ASSETS OF POOLED INCOME FUNDS | 741127 |
| RENTAL DEPOSITS | 71000 |
| CONSTRUCTION IN PROGRESS | 771483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12939421 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS - ST | $57,062 |
| CAPITAL LEASE OBLIGATIONS - LT | $138,428 |
| DEFERRED REVENUE - POOLED INCOME FUNDS | $121,780 |
| SHORT TERM COMPENSATION AND OTHER | $1,141,353 |
| LONG TERM COMPENSATION AND OTHER | $3,205,714 |
| NOTE PAYABLE - ST | $2,174,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6839220 | TotalOfAmounts |
| Total Revenue | 71368336 | TotalRevenue |
| Total Expenses | 64323436 | TotalExpenses |
| Excess Or Deficit For Year | 7044900 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11324814 | NetUnrealizedGLOnInvestments |
| Other | -$296,634 | OtherAmount |
| Total Adjustments | 11028180 | TotalAdjustments |
| Excess Or Deficit Per FS | 18073080 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 83766717 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11324814 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1140617 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 93141 | OtherRevenues |
| Revenue Not Rptd F990 | 12558572 | RevenueNotRptdF990 |
| Revenue Subtotal | 71208145 | RevenueSubtotal |
| Investment Expenses Not Included | 478476 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -318285 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 160191 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 71368336 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 65693637 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1437249 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 411428 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1848677 | ExpensesNotRptdF990 |
| Expenses Subtotal | 63844960 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 478476 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 478476 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 64323436 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part XI, Line 8 - Other Adjustments: | DONATED IN-KIND PROPERTIES: -296634. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSE: 93141. | |
| Part XII, Line 4b - Other Adjustments: | SPECIAL EVENT EXPENSE: -141678. INVENTORY SALES RETURNS, ALLOWANCE & COST: -176607. | |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENT EXPENSE: 141678. RENTAL INCOME EXPENSE: 93142. INVENTORY SALES RETURN, ALLOWANCE & COST: 176608. | |
| Part X, Line 2: Income Tax Footnote: 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. In July 2006, guidance was released for accounting for uncertainties in income taxes. This standard prescribes the minimum recognition threshold a tax position is required to meet before being recognized in the financial statements. This interpretation also provides guidance on the recognition of income tax assets and liabilities, classification of current and deferred income tax assets and liabilities, accounting for interest and penalties associated with tax positions, accounting for income taxes in interim periods, and income tax disclosures. This standard also requires additional disclosure of the beginning and ending unrecognized tax benefits and details regarding the uncertainties that may cause the unrecognized benefits to increase or decrease within a twelve-month period. The Association adopted these provisions for the year ended July 31, 2010. 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 that tax benefit or liability as the largest amount that is more than 50% likely to be realized or incurred upon settlement. The Association has analyzed its tax positions and believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Association's federal Exempt Organization Business Income Tax Returns (Form 990T) for 2007, 2008 and 2009 are subject to examination by the IRS, generally for three years after filing. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| BERMUDA | PASSIVE INVESTMENT | 53583 |
| Canada | PASSIVE INVESTMENT | 507 |
| Cayman Islands | PASSIVE INVESTMENT | 84574 |
| United Kingdom | PASSIVE INVESTMENT | 18129 |
| Germany | PASSIVE INVESTMENT | 18129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 174922 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method Used to Acccount for Expenditures: | Identifier |
| Explanation | Schedule F, Part I, Line 3: PER FUND MANAGEMENT STATEMENTS; FEES ARE NETTED AGAINST GAINS/LOSSES WHICH ARE IN TURN RECORDED IN THE SAN FRANCISCO OPERA ASSOCIATION'S FINANCIAL RECORDS. THE AMOUNTS RECORDED IN SCHEDULE F, PART I, 3(F) ARE PER APPLICABLE FUND MANAGEMENT LITERATURE REGARDING FEE PERCENTAGES AND APPROXIMATE. | Explanation |
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 (3 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| CAMPBELL & COMPANY | ||||
| ANNUAL GIV | 0 | 10647026 | 142450 | 10504576 |
| DCM | ||||
| ANNUAL GIV | 0 | 923118 | 300895 | 622223 |
| MARK HERNANDEZ | ||||
| ANNUAL GIV | 0 | 75000 | 6150 | 68850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 11645144 | TotalGrossReceipts |
| Total Retained By Contractors | 449495 | TotalRetainedByContractors |
| Total Net To Organization | 11195649 | 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 |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BRAVO GALA | NameOfEvent1 |
| Gross Receipts Event1 | 116055 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 46165 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 69890 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 16722 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 53905 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5350 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 65700 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 116055 | GrossReceiptsTotal |
| Charitable Contributions Total | 46165 | CharitableContributionsTotal |
| Gross Revenue Total Events | 69890 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 16722 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 53905 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5350 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 65700 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 141677 | DirectExpenseSummaryEvents |
| Net Income Summary | -71787 | 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)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID GOCKLEY | |||||||||||||
| 363301 | 0 | 165750 | 0 | 22280 | 0 | 16333 | 0 | 15011 | 0 | 582675 | 0 | 0 | 0 |
| MICHAEL SIMPSON | |||||||||||||
| 180990 | 0 | 0 | 0 | 16500 | 0 | 7210 | 0 | 6985 | 0 | 211685 | 0 | 0 | 0 |
| MARCIA LAZER | |||||||||||||
| 143358 | 0 | 0 | 0 | 16500 | 0 | 6628 | 0 | 5115 | 0 | 171601 | 0 | 0 | 0 |
| DREW LANDMESSER | |||||||||||||
| 240830 | 0 | 0 | 0 | 0 | 0 | 9506 | 0 | 7108 | 0 | 257444 | 0 | 0 | 0 |
| MARY A POWELL | |||||||||||||
| 174860 | 0 | 0 | 0 | 22000 | 0 | 8580 | 0 | 15675 | 0 | 221115 | 0 | 0 | 0 |
| MATTHEW SHILVOCK | |||||||||||||
| 152325 | 0 | 0 | 0 | 0 | 0 | 4667 | 0 | 9490 | 0 | 166482 | 0 | 0 | 0 |
| KAY STERN | |||||||||||||
| 149160 | 0 | 0 | 0 | 7951 | 0 | 17960 | 0 | 33872 | 0 | 208943 | 0 | 0 | 0 |
| NICOLA LUISOTTI | |||||||||||||
| 338188 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4034 | 0 | 342222 | 0 | 0 | 0 |
| JENNIFER LYNCH | |||||||||||||
| 135890 | 0 | 0 | 0 | 16500 | 0 | 4506 | 0 | 953 | 0 | 157849 | 0 | 0 | 0 |
| DONALD RUNNICLES | |||||||||||||
| 326980 | 0 | 0 | 0 | 0 | 0 | 5600 | 0 | 7426 | 0 | 340006 | 0 | 0 | 0 |
| MARK A URBAN | |||||||||||||
| 173613 | 0 | 0 | 0 | 0 | 0 | 12153 | 0 | 25174 | 0 | 210940 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | IdentifierIdentifier | ExplanationExplanation |
|---|---|---|
| Part I, Line 4a | ||
| Part III | Supplemental Information | David Gockley, Executive Director and CEO, receives compensation for a health and social club membership at an annual cost of $2,280. NICOLA LUISOTTI, MUSIC DIRECTOR AND PRINCIPAL CONDUCTOR, RECEIVES REIMBURSEMENT FOR TWO SPOUSAL TRANSATLANTIC AIR FARES PER YEAR. DURING 2009, ONE AIR FARE FOR HIS SPOUSE WAS REIMBURSED AT A COST OF $4,704. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Powell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Key Employee | Relationship |
| Amount Of Transaction | 24777 | AmountOfTransaction |
| Description Of Transaction | Mary Powell has a family relationship with a company that provides floral services to the Opera. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 176 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11515613 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD/BEVERAGES | 11 | 70050 | FMV AT DATE OF GIFT |
| X | COSTUME SUPP | 2 | 65000 | FMV AT DATE OF GIFT |
| X | transit displa | 1 | 120000 | FMV AT DATE OF GIFT |
| X | Misc | 4 | 41582 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | DURING THE COURSE OF SOLICITATION (SEE SCHEDULE G), SECURITIES MAY BE DONATED RATHER THAN CASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | THOMAS A. LARSEN, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH GEORGE HUME, DIRECTOR AND OFFICER. THOMAS A. LARSEN, DIRECTOR, 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., DIRECTOR AND OFFICER, HAS A BUSINESS RELATIONSHIP WITH BILL RUSSELL-SHAPIRO, DIRECTOR. |
| Form 990, Part VI, Section B, line 11 | AS PART OF THE OPERA'S INTERNAL REVIEW PROCESS, THE FORM 990 IS PRESENTED TO THE OPERA'S AUDIT COMMITTEE FOR DISCUSSION AND COMMENT. PRIOR TO FILING, THE FORM IS SENT TO ALL BOARD DIRECTORS FOR THEIR REVIEW. ANY COMMENTS ARE REVIEWED BY MANAGEMENT. |
| 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 AND A FORM TO DOCUMENT THEIR REVIEW. ANY 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 OF ENTIRELY 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, IRS WEBSITE, AND OPERA'S WEBSITE WHICH IS WWW.SFOPERA.COM. THEY ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| Form 990, Part XI, Line 2c: | AUDIT COMMITTEE IS SET UP TO OVERSEE THE AUDIT & SELECTION OF INDEPENDENT ACCOUNTANTS. THE COMMITTEE HELD QUARTERLY MEETINGS WITH BOARD MEMBERS, OFFICERS OF THE OPERA, AND INDEPENDENT AUDITORS. |
| Form 990, Part I, Line 6: Volunteers | THE VOLUNTEERS INCLUDE 507 USHERS AND 183 GUILD VOLUNTEERS. |
| FORM 8886 LINE 7B: | GLOBAL FIXED INCOME INVESTMENT GRADE BRANDYWINE INVESTMENT TRUST (FEIN: 76-0822143) 1 OF 3 - THE PARTNERSHIP INVESTS IN FOREIGN FORWARD CONTRACTS, SECURITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. AS PART OF SUCH ACTIVITY, THE PARTNERSHIP HOLDS NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES. THE REGULAR ACTIVITY AND PURPOSE OF THE PARTNERSHIP IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. THE AMOUNT OF SUCH NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES INCREASE AND/OR DECREASE THROUGHOUT THE YEAR AT FREQUENT INTERVALS. THE PARTNERSHIP HAS FORWARD CURRENCY TRANSACTIONS WHERE LOSSES WERE CLAIMED UNDER IRC SECTION 165 THAT EXCEEDED THE RELEVANT $2 MILLION REPORTABLE THRESHOLD. THE LOSSES ARE CHARACTERIZED AS ORDINARY LOSSES UNDER IRC SECTION 988. THE ADJUSTED TAX BASIS OF NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES OBTAINED BY THE PARTNERSHIP ARE DETERMINED BY WAY OF CASH PAID AND GAINS AND LOSSES ON SUCH TRANSACTIONS ARE CHARACTERIZED AS ORDINARY UNDER IRC SECTION 988. THESE TRANSACTIONS ARE NOT PART OF A HEDGING STRATEGY OR STRADDLE TRANSACTION AND PRODUCED REAL ECONOMIC LOSSES. THE OPERA'S SHARE OF REPORTABLE LOSS TRANSACTIONS ARE: CURRENCY PAYABLE TRADE DATE 10/29/2008 USD 53,152. CURRENCY RECEIVABLE SETTLE DATE 01/22/2009 GBP 45,842. RECOGNIZED LOSS: $ 7,309. CURRENCY PAYABLE TRADE DATE 12/15/2008 USD 60,085. CURRENCY RECEIVABLE SETTLE DATE 03/06/2009 GBP 55,770. RECOGNIZED LOSS: $ 4,315. |
| FORM 8886 LINE 7B: | GLOBAL FIXED INCOME INVESTMENT GRADE BRANDYWINE INVESTMENT TRUST (FEIN: 76-0822143) 2 OF 3 - THE PARTNERSHIP INVESTS IN FOREIGN FORWARD CONTRACTS, SECURITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. AS PART OF SUCH ACTIVITY, THE PARTNERSHIP HOLDS NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES. THE REGULAR ACTIVITY AND PURPOSE OF THE PARTNERSHIP IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. THE AMOUNT OF SUCH NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES INCREASE AND/OR DECREASE THROUGHOUT THE YEAR AT FREQUENT INTERVALS. THE PARTNERSHIP HAS FORWARD CURRENCY TRANSACTIONS WHERE LOSSES WERE CLAIMED UNDER IRC SECTION 165 THAT EXCEEDED THE RELEVANT $2 MILLION REPORTABLE THRESHOLD. THE LOSSES ARE CHARACTERIZED AS ORDINARY LOSSES UNDER IRC SECTION 988. THE ADJUSTED TAX BASIS OF NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES OBTAINED BY THE PARTNERSHIP ARE DETERMINED BY WAY OF CASH PAID AND GAINS AND LOSSES ON SUCH TRANSACTIONS ARE CHARACTERIZED AS ORDINARY UNDER IRC SECTION 988. THESE TRANSACTIONS ARE NOT PART OF A HEDGING STRATEGY OR STRADDLE TRANSACTION AND PRODUCED REAL ECONOMIC LOSSES. THE OPERA'S SHARE OF REPORTABLE LOSS TRANSACTIONS ARE: CURRENCY PAYABLE TRADE DATE 10/29/2008 USD 186,031. CURRENCY RECEIVABLE SETTLE DATE 01/22/2009 GBP 160,449. RECOGNIZED LOSS: $ 25,582. CURRENCY PAYABLE TRADE DATE 12/15/2008 USD 210,297. CURRENCY RECEIVABLE SETTLE DATE 03/06/2009 GBP 195,196. RECOGNIZED LOSS: $ 15,101. |
| FORM 8886 LINE 7B: | GLOBAL FIXED INCOME INVESTMENT GRADE BRANDYWINE INVESTMENT TRUST (FEIN: 76-0822143) 3 OF 3 - THE PARTNERSHIP INVESTS IN FOREIGN FORWARD CONTRACTS, SECURITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. AS PART OF SUCH ACTIVITY, THE PARTNERSHIP HOLDS NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES. THE REGULAR ACTIVITY AND PURPOSE OF THE PARTNERSHIP IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. THE AMOUNT OF SUCH NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES INCREASE AND/OR DECREASE THROUGHOUT THE YEAR AT FREQUENT INTERVALS. THE PARTNERSHIP HAS FORWARD CURRENCY TRANSACTIONS WHERE LOSSES WERE CLAIMED UNDER IRC SECTION 165 THAT EXCEEDED THE RELEVANT $2 MILLION REPORTABLE THRESHOLD. THE LOSSES ARE CHARACTERIZED AS ORDINARY LOSSES UNDER IRC SECTION 988. THE ADJUSTED TAX BASIS OF NON-U.S. DOLLAR DENOMINATED ASSETS AND CURRENCIES OBTAINED BY THE PARTNERSHIP ARE DETERMINED BY WAY OF CASH PAID AND GAINS AND LOSSES ON SUCH TRANSACTIONS ARE CHARACTERIZED AS ORDINARY UNDER IRC SECTION 988. THESE TRANSACTIONS ARE NOT PART OF A HEDGING STRATEGY OR STRADDLE TRANSACTION AND PRODUCED REAL ECONOMIC LOSSES. THE OPERA'S SHARE OF REPORTABLE LOSS TRANSACTIONS ARE: CURRENCY PAYABLE TRADE DATE 10/29/2008 USD 14,235. CURRENCY RECEIVABLE SETTLE DATE 01/22/2009 GBP 12,278. RECOGNIZED LOSS: $ 1,958. CURRENCY PAYABLE TRADE DATE 12/15/2008 USD 16,093. CURRENCY RECEIVABLE SETTLE DATE 03/06/2009 GBP 14,937. RECOGNIZED LOSS: $ 1,156. |