MEROLA OPERA PROGRAM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MEROLA OPERA PROGRAM (EIN 94-6084831)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-05-10
- IRS object ID
- 201141309349301414
- 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 I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T14:15:44-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karlsson & Lane An Accountancy Corp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 First St Ste 226 | AddressLine1 |
| City | Pleasanton | City |
| State | CA | State |
| ZIP Code | 94566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946084831 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merola Opera Program | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MERO | NameControl |
| Phone | 4155656427 | 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 | PATRICK C WILKEN | Name |
| Title | PRESIDENT | Title |
| Phone | 4155656427 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Penny L Lane CPA | Name |
| Phone | 9252715519 | 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 | PATRICK C WILKEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 VAN NESS AVE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2548574 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.merola.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE MEROLA OPERA PROGRAM IS THE CONTINUING EDUCATION AND PROFESSIONAL TRAINING OF THE FINEST YOUNG OPERATIC TALENT AND THE DEVELOPMENT OF THIS TALENT INTO PROFESSIONAL OPERA SINGERS, COACHES, CONDUCTORS AND DIRECTORS OF THE HIGHEST ARTISTIC CALIBER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1900617 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1282009 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 138944 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 119260 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1710928 | InvestmentIncomePriorYear |
| Investment Income Current Year | 962698 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70630 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80123 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 399263 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2444090 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 111697 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 96475 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 384764 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 366619 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 190461 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1583020 | OtherExpensePriorYear |
| Other Expenses Current Year | 1424488 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2079481 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1887582 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1680218 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 556508 | RevenuesLessExpensesCY |
| Total Assets BOY | 18369358 | TotalAssetsBOY |
| Total Assets EOY | 19513581 | TotalAssetsEOY |
| Total Liabilities BOY | 24818 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18344540 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19473279 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE MEROLA OPERA PROGRAM IS THE CONTINUING EDUCATION AND PROFESSIONAL TRAINING OF THE FINEST YOUNG OPERATIC TALENT AND THE DEVELOPMENT OF THIS TALENT INTO PROFESSIONAL OPERA SINGERS, COACHES, CONDUCTORS AND DIRECTORS OF THE HIGHEST ARTISTIC CALIBER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 1319883 | Expense |
| Description | EACH YEAR, NEARLY 800 ARTISTS BETWEEN THE AGES OF 20 AND 34 AUDITION AT SITES ACROSS THE COUNTRY AND FEWER THAN 30 ARE CHOSEN, MAKING IT AN HONOR TO BE ACCEPTED INTO THE MEROLA OPERA PROGRAM. MEROLA PARTICIPANTS RECEIVE INTENSIVE TRAINING FOR 10-WEEKS.THE PROGRAM INCLUDES: MUSICAL STYLE AND INTERPRETATION STAGE TECHNIQUE ENSEMBLE WORK MOVEMENT ACCOMPANIMENT MAKEUP ACTING FENCING CONDUCTING ROLE COACHING PROMPTING LANGUAGES AND DICTIONA TRUE HIGHLIGHT OF THE PROGRAM IS THE OFFERING OF MASTER CLASSES, WHERE SOME OF OPERA'S MOST EXCITING LEGENDS TRANSFER THEIR KNOWLEDGE TO THE NEXT GENERATION OF OPERA ARTISTS. PARTICIPANTS HAVE SEVERAL CHANCES TO DEMONSTRATE THEIR ARTISTIC GROWTH AS THEY PERFORM A FULLY-STAGED OPERA, A CONCERT AT THE YERBA BUENA GARDENS (FREE), AND THE HERBST THEATER (TICKETED), AND THE FAMED MEROLA GRAND FINALE AT THE WAR MEMORIAL OPERA HOUSE. THE PROGRAM IS OFFERED FREE OF FINANCIAL BURDEN TO THE ARTISTS, INCLUDING THEIR TRANSPORTATION, HOUSING, ALL TRAINING, AND A WEEKLY STIPEND. TO ACCOMPLISH THIS GOAL, THE PROGRAM RELIES ON THE SUPPORT OF NUMEROUS INDIVIDUALS, FOUNDATIONS AND OTHER GRANTING BODIES. MEROLA ARTISTS GRADUATE FROM THE PROGRAM WITH A CLEAR IDEA OF WHAT THEIR NEXT STEPS WILL BE MUSICALLY, ARTISTICALLY AND TECHNICALLY AS THEY PURSUE THEIR CAREERS IN OPERA. SOME STUDENTS PARTICIPATE IN THE PROGRAM FOR A SECOND SUMMER AND A SELECT FEW GO ON TO BECOME ADLER FELLOWS WITH THE SAN FRANCISCO OPERA. | Description |
| Total Program Service Expense | 1319883 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE FRANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155653242 | 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 | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| AMII BARNARD-BAHN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DARLA BASTONI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY SUE BIZZARRI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARBARA BRUSER CLARK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| THE HON MARIE COLLINS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR LISA DANZIG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT L DUNN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD N ESCHBACH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN HONE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DANA TURKINGTON HORNER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR JOHN LAVORGNA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SYLVIA R LINDSEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN W LINDSTROM | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM J LOWENBERG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LINDSAY MACDERMID | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DR MYRON MARX | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STANLEY MICHAEL III | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT B MISON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNA B POPE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR PAMELA ZELL RIGG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY STEVENS RILEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DALE ROBARDS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JULIETTE ROBBINS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| FREDA SCOTT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| NATALIE O SHUTTLEWORTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY C SLAWSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR DAVID D STEIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR CONRAD W SWEETING | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROSS UCHIMURA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANITA WEISSBERG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LONNY DARWIN | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PEGGY DENNIS | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| A BARLOW FERGUSON | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JANE ROOS LE ROUX | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HARRIET MEYER QUARRE | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GERALD B ROSENSTEIN | ||||||
| EMERITUS DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR JOAN B KELLY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS MORTON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RUSTY ROLLAND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT B JACOBY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAYNE DAVIS | ||||||
| CHAIRMAN | 17.00 | 0 | 0 | 0 | X | |
| PATRICK WILKEN | ||||||
| PRESIDENT | 22.00 | 0 | 0 | 0 | X | |
| DAVID S HUGLE | ||||||
| TREASURER | 7.00 | 0 | 0 | 0 | X | |
| TRACY GRANT | ||||||
| VICE PRESIDENT | 12.00 | 0 | 0 | 0 | X | |
| BLANCHE GERMAIN STREETER | ||||||
| VICE PRESIDENT | 4.00 | 0 | 0 | 0 | X | |
| DONNA L BLACKER | ||||||
| SECRETARY | 4.00 | 0 | 0 | 0 | X | |
| CARLYN CLAUSE | ||||||
| VICE PRESIDENT | 4.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO OPERA ASSOCIATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
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 | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | OPERA ARTIST TRAINING&PERFORMANCE | DescriptionOfServices |
| Compensation | 1116398 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 38054 | FundraisingEvents |
| Government Grants | 25000 | GovernmentGrants |
| All Other Contributions | 1218955 | AllOtherContributions |
| Noncash Contributions | 32380 | NoncashContributions |
| Total Contributions | 1282009 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PERFORMANCE REVENUES | Description |
| Business Code | 711190 | BusinessCode |
| Total Revenue Column | 119260 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119260 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 119260 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 613391 | TotalRevenueColumn |
| Exclusion | $613,391 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 349307 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 349307 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 349307 | TotalRevenueColumn |
| Related Or Exempt Function Income | 349307 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 184607 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 38054 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 104484 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80123 | TotalRevenueColumn |
| Exclusion | $80,123 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2444090 | TotalRevenueColumn |
| Related Or Exempt Function Income | 468567 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $693,514 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87937 | Total |
| Program Services | 87937 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8538 | Total |
| Program Services | 8538 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296000 | Total |
| Program Services | 96865 | ProgramServices |
| Management And General | 106710 | ManagementAndGeneral |
| Fundraising | 92425 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20953 | Total |
| Program Services | 6857 | ProgramServices |
| Management And General | 7554 | ManagementAndGeneral |
| Fundraising | 6542 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24022 | Total |
| Program Services | 7861 | ProgramServices |
| Management And General | 8660 | ManagementAndGeneral |
| Fundraising | 7501 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25644 | Total |
| Program Services | 8392 | ProgramServices |
| Management And General | 9245 | ManagementAndGeneral |
| Fundraising | 8007 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18561 | Total |
| Management And General | 18561 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126709 | Total |
| Management And General | 126709 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3607 | Total |
| Management And General | 1875 | ManagementAndGeneral |
| Fundraising | 1732 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19650 | Total |
| Management And General | 2017 | ManagementAndGeneral |
| Fundraising | 17633 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10019 | Total |
| Management And General | 10019 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11663 | Total |
| Management And General | 5361 | ManagementAndGeneral |
| Fundraising | 6302 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2894 | Total |
| Management And General | 2894 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3535 | Total |
| Management And General | 3535 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTED ARTIST DEVEL | 1044398 | 1044398 | ||
| CONTRACTED OVERHEAD | 44500 | 44500 | ||
| CONTRACTED AUDITIONING | 27500 | 27500 | ||
| PERFORMANCES AND PRODUC | 23652 | 23652 | ||
| HOSPITALITY | 23360 | 2234 | 21126 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64440 | Total |
| Program Services | 7883 | ProgramServices |
| Management And General | 27364 | ManagementAndGeneral |
| Fundraising | 29193 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1887582 | Total |
| Program Services | 1319883 | ProgramServices |
| Management And General | 377238 | ManagementAndGeneral |
| Fundraising | 190461 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1639 | BOY |
| EOY | 3866 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2063106 | BOY |
| EOY | 1575459 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1821 | BOY |
| EOY | 41614 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1152 | BOY |
| EOY | 24341 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8713 | BOY |
| EOY | 10382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41432 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32285 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10696 | BOY |
| EOY | 9147 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15286057 | BOY |
| EOY | 17544515 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 996174 | BOY |
| EOY | 304257 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18369358 | BOY |
| EOY | 19513581 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24818 | BOY |
| EOY | 40302 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24818 | BOY |
| EOY | 40302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7834105 | BOY |
| EOY | 8427586 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1492979 | BOY |
| EOY | 816446 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9017456 | BOY |
| EOY | 10229247 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18344540 | BOY |
| EOY | 19473279 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18369358 | BOY |
| EOY | 19513581 | 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 | 1874628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1416355 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1585841 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1900617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1282009 | CurrentTaxYear |
| Total | 8059450 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1874628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1416355 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1585841 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1900617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1282009 | CurrentTaxYear |
| Total | 8059450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 8059450 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 482660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 625527 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 678558 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 675278 | CurrentTaxYearMinus1Year |
| Current Tax Year | 613391 | CurrentTaxYear |
| Total | 3075414 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230583 | CurrentTaxYearMinus3Years |
| Total | 272956 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11407820 | TotalSupport |
| Gross Receipts From Admissions Etc | 1854779 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80990 | 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 | 15578613 | BeginningOfYearBalance |
| Contributions | 34463 | Contributions |
| Investment Earnings Or Losses | 3043544 | InvestmentEarningsOrLosses |
| Other Expenditures | 783386 | OtherExpenditures |
| End Of Year Balance | 17873234 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15680854 | BeginningOfYearBalance |
| Contributions | 11400 | Contributions |
| Investment Earnings Or Losses | 689057 | InvestmentEarningsOrLosses |
| Other Expenditures | 802698 | OtherExpenditures |
| End Of Year Balance | 15578613 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41432 | OtherCostOrOtherBasis |
| Depreciation | 32285 | Depreciation |
| Book Value | 9147 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9147 | TotalOfBookValueLandBuildings |
| Total Revenue | 2444090 | TotalRevenue |
| Total Expenses | 1887582 | TotalExpenses |
| Excess Or Deficit For Year | 556508 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 563245 | NetUnrealizedGLOnInvestments |
| Other | $8,986 | OtherAmount |
| Total Adjustments | 572231 | TotalAdjustments |
| Excess Or Deficit Per FS | 1128739 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2994096 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 563245 | NetUnrealizedGainsInvestments |
| Other Revenues | -13239 | OtherRevenues |
| Revenue Not Rptd F990 | 550006 | RevenueNotRptdF990 |
| Revenue Subtotal | 2444090 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2444090 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1865357 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -22225 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -22225 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1887582 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1887582 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | DONOR DESIGNATED FUNDS ARE USED ACCORDING TO THE DONORS' DESIGNATED PURPOSES. THESE AND BOARD DESIGNATED FUNDS ARE USED FOR PURPOSES SUCH AS SPONSORSHIP OF PRODUCTIONS AND ARTISTS AND SUPPORT OF CAREER GRANT PROGRAM. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE PROGRAM HAS ADOPTED THE ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2006 THROUGH 2009 INFORMATION RETURNS ARE OPEN AND SUBJECT TO EXAMINATION. IN MANAGEMENT'S JUDGMENT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2010. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF BENEFICIAL INTEREST: -2715. CHANGE IN VALUE OF ASSETS HELD IN REMAINDER TRUSTS: 11701. | |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN VALUE OF BENEFICIAL INTEREST: -2715. SPECIAL EVENT EXPENSES: 104484. CHANGE IN VALUE OF ASSETS HELD IN REMAINDER TRUSTS: 11701. INVESTMENT FEES: -126709. | |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENT EXPENSES: 104484. INVESTMENT FEES: -126709. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| CAREER GRANTS | EAST ASIA & THE PACIFIC | 1 | 2700 | CHECKS |
| CAREER GRANTS | EUROPE | 4 | 5838 | CHECKS |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: THE ORGANIZATION AWARDS CAREER GRANTS. EACH TIME A CAREER GRANT IS AWARDED IT IS ACCOMPANIED BY A "CAREER GRANT USAGE REPORT". THE RECIPIENT MUST COMPLETE AND RETURN THE REPORT ALONG WITH APPLICABLE EXPENSE RECEIPTS/INVOICES. THOSE FAILING TO FOLLOW THIS PROCEDURE ARE NO LONGER ELIGIBLE FOR ADDITIONAL GRANTS. | 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 | 0 | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL BENEFIT GALA | NameOfEvent1 |
| Gross Receipts Event1 | 222661 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 38054 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 184607 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 48439 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2363 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 53682 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 222661 | GrossReceiptsTotal |
| Charitable Contributions Total | 38054 | CharitableContributionsTotal |
| Gross Revenue Total Events | 184607 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 48439 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2363 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 53682 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 104484 | DirectExpenseSummaryEvents |
| Net Income Summary | 80123 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CAREER GRANT | TypeOfGrant |
| Number Of Recipients | 57 | NumberOfRecipients |
| Amount Of Cash Grant | 87937 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE ORGANIZATION AWARDS CAREER GRANTS. EACH TIME A CAREER GRANT IS AWARDED IT IS ACCOMPANIED BY A "CAREER GRANT USAGE REPORT". THE RECIPIENT MUST COMPLETE AND RETURN THE REPORT ALONG WITH APPLICABLE EXPENSE RECEIPTS/INVOICES. THOSE FAILING TO FOLLOW THIS PROCEDURE ARE NO LONGER ELIGIBLE FOR ADDITIONAL GRANTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| JAYNE DAVIS | ||
| CHAIRMAN | JAYNE DAVIS IS A BOARD MEMBER OF SAN FRANCISCO OPERA ASSOCIATION (SFOA). SFOA PROVIDED CONTRACTED SERVICES OF $1,116,398 TO THE ORGANIZATION DURING THE YEAR ENDED SEPTEMBER 30, 2010. | 0 |
| SYLVIA R LINDSEY | ||
| DIRECTOR | SYLVIA R LINDSEY IS A BOARD MEMBER OF SAN FRANCISCO OPERA ASSOCIATION (SFOA). SFOA PROVIDED CONTRACTED SERVICES OF $1,116,398 TO THE ORGANIZATION DURING THE YEAR ENDED SEPTEMBER 30, 2010. | 0 |
| WILLIAM J LOWENBERG | ||
| DIRECTOR | WILLIAM J LOWENBERG WAS A BOARD MEMBER OF SAN FRANCISCO OPERA ASSOCIATION (SFOA). SFOA PROVIDED CONTRACTED SERVICES OF $1,116,398 TO THE ORGANIZATION DURING THE YEAR ENDED SEPTEMBER 30, 2010. | 0 |
| PATRICK C WILKEN | ||
| PRESIDENT | PATRICK C WILKEN IS AN EX-OFFICIO BOARD MEMBER OF SAN FRANCISCO OPERA ASSOCIATION (SFOA). SFOA PROVIDED CONTRACTED SERVICES OF $1,116,398 TO THE ORGANIZATION DURING THE YEAR ENDED SEPTEMBER 30, 2010. | 0 |
| BARBARA BRUSER | ||
| DIRECTOR | BARBARA BRUSER IS CURRENTLY EMPLOYED BY FIRST REPUBLIC INVESTMENT MANAGEMENT, A SUBSIDIARY OF FIRST REPUBLIC BANK. THE ORGANIZATION HAS DEPOSITORY ACCOUNTS WITH FIRST REPUBLIC BANK. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16026 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | WINE & OTHERS | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16354 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 3 | Changes in Program Services | IN PLANNING AND BUDGETING THE 2010 SUMMER TRAINING PROGRAM, IT WAS NECESSARY TO TAKE INTO CONSIDERATION THE VOLATILITY OF THE ECONOMIC SITUATION IN 2009. THE MEROLA OPERA PROGRAM BOARD OF DIRECTORS OPTED TO IMPLEMENT CHANGES TO THE SUMMER TRAINING PROGRAM TO ENSURE LONG-TERM FINANCIAL STABILITY-WHILE PRESERVING THE INTEGRITY OF THE TRAINING PROVIDED TO OUR YOUNG ARTISTS. THE CHANGES ARE OUTLINED BELOW: -MEROLA PRODUCED ONE FULLY STAGED OPERA INSTEAD OF TWO. THIS OPERA WAS DOUBLE CAST, WITH EACH OF THE TWO CASTS PERFORMING TWICE. IN ADDITION, EACH CAST HAD SEPARATE REHEARSAL SCHEDULES IN ORDER TO PROVIDE ALL PARTICIPANTS THE OPTIMAL EXPERIENCE IN PREPARING A NEW ROLE. -THE LENGTH OF THE SUMMER TRAINING PROGRAM WAS REDUCED BY TWO WEEKS, WITH FACULTY LEVELS REDUCED COMMENSURATELY. -THE NUMBER OF SINGERS ACCEPTED INTO THE PROGRAM WAS REDUCED BY THREE (20 IN 2010 VS 23 IN 2009). THE NUMBER OF APPRENTICE COACHES WAS REDUCED BY ONE (4 IN 2010 VS 5 IN 2009). |
| Form 990, Part VI, Section A, line 6 | THE ORGANIZATION HAS VOTING MEMBERS, THOSE THAT CONTRIBUTE IN EXCESS OF A CERTAIN LEVEL. | |
| Form 990, Part VI, Section A, line 7a | THE BOARD OF DIRECTORS APPROVES THE NOMINATION OF THE NEW BOARD OF DIRECTORS. THE VOTING MEMBERS APPROVE THE ELECTION OF THE NEW BOARD OF DIRECTORS. | |
| Form 990, Part VI, Section A, line 7b | THE VOTING MEMBERS APPROVE CHANGES TO THE BYLAWS. | |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM AND FIRST REVIEWED BY THE FINANCIAL ADMINISTRATOR AND BOARD LEADERSHIP. FOLLOWING ANY REQUIRED ADJUSTMENTS, THE FORM 990 IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR ITS REVIEW AND APPROVAL. | |
| Form 990, Part VI, Section B, line 12c | THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, EMPLOYEES AND ANY BOARD COMMITTEE MEMBERS. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE BOARD OR BOARD COMMITTEE BASED ON DISCUSSION WITH THE INTERESTED PERSON AND OUTSIDE THE PRESENCE OF SUCH PERSON. ACTUAL CONFLICTS ARE ALSO REVIEWED BY THE BOARD OR BOARD COMMITTEE OUTSIDE THE PRESENCE OF SUCH PERSON. | |
| Form 990, Part VI, Section C, line 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST (EXCEPT FOR INFORMATION WHICH IS CONFIDENTIAL BY LAW). | |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY WRITTEN REQUEST. |