Form 990 for tax year 2023
Filed by SAN FRANCISCO OPERA ASSOCIATION.
Totals
- Total revenue
- $103,898,267
- Total expenses
- $93,360,982
- Contributions and grants received
- $56,422,826
- Grants paid
- $0
- Program service revenue
- $17,804,744
- Investment income
- $30,374,594
- Other revenue
- -$703,897
- Total assets, end of year
- $362,293,193
- Total liabilities, end of year
- $33,051,951
- Net assets or fund balances, end of year
- $329,241,242
- Program services expenses (Part IX)
- $71,592,219
- Management and general expenses
- $16,575,593
- Fundraising expenses
- $5,193,170
- Program service expenses (Part III)
- $71,592,219
Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$1,888,931
-
1d · Related organizations
$42,500
-
1e · Government grants (contributions)
$593,456
-
1f · All other contributions, gifts and grants
$53,897,939
-
1g · Noncash contributions included above
$8,328,306
-
2a · Program service revenue: TICKET SALES
total $15,412,437 · related or exempt $15,412,437
-
2b · Program service revenue: SF OPERA CENTER
total $1,927,595 · related or exempt $1,927,595
-
2c · Program service revenue: MEDIA
total $17,001 · related or exempt $17,001
-
2f · All other program service revenue
total $447,711 · related or exempt $447,711
-
3 · Investment income
total $8,658,721 · excluded $8,658,721
-
6a · Gross rents
real property $56,100 · personal property $627,866
-
6b · Less rental expenses
real property $0 · personal property $276,280
-
6c · Rental income or loss
real property $56,100 · personal property $351,586
-
6d · Net rental income or loss
total $407,686 · related or exempt $351,586 · excluded $56,100
-
7a · Gross sales of assets other than inventory
securities $99,589,024
-
7b · Less cost or other basis and sales expenses
securities $77,873,151
-
7c · Gain or loss
securities $21,715,873
-
7d · Net gain or loss
total $21,715,873 · excluded $21,715,873
-
8a · Fundraising events: gross income
$246,600
-
8a · Fundraising events: contributions included on line 1c
$1,888,931
-
8b · Fundraising events: direct expenses
$959,630
-
8c · Net income from fundraising events
total -$713,030 · excluded -$713,030
-
10a · Gross sales of inventory
$153,894
-
10b · Cost of goods sold
$90,646
-
10c · Net income from sales of inventory
total $63,248 · excluded $63,248
-
11a · Other revenue: PARKING FEES
total $137,494 · excluded $137,494
-
11b · Other revenue: UBTI FROM PARTNERSHIPS
total -$599,295 · unrelated business -$599,295
-
11e · Other revenue, total
-$461,801
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,718,139 · program services $874,063 · management and general $1,464,096 · fundraising $379,980
-
7 · Other salaries and wages
total $48,478,736 · program services $42,768,035 · management and general $3,151,638 · fundraising $2,559,063
-
8 · Pension plan contributions
total $4,402,273 · program services $4,124,890 · management and general $206,244 · fundraising $71,139
-
9 · Other employee benefits
total $9,164,205 · program services $8,345,277 · management and general $549,497 · fundraising $269,431
-
10 · Payroll taxes
total $3,550,343 · program services $3,045,964 · management and general $338,407 · fundraising $165,972
-
11b · Fees: legal
total $368,813 · program services $46,343 · management and general $322,470
-
11c · Fees: accounting
total $281,890 · management and general $281,890
-
11e · Fees: professional fundraising services
total $202,252 · fundraising $202,252
-
11f · Fees: investment management
total $895,912 · management and general $895,912
-
11g · Fees: other
total $2,429,630 · program services $1,037,372 · management and general $1,195,115 · fundraising $197,143
-
12 · Advertising and promotion
total $1,049,580 · program services $26,550 · management and general $1,023,030
-
13 · Office expenses
total $2,181,942 · program services $894,438 · management and general $1,084,768 · fundraising $202,736
-
14 · Information technology
total $1,415,071 · program services $148,928 · management and general $1,263,743 · fundraising $2,400
-
15 · Royalties
total $453,896 · program services $453,896
-
16 · Occupancy
total $3,500,748 · program services $1,942,367 · management and general $1,296,403 · fundraising $261,978
-
17 · Travel
total $2,169,096 · program services $2,077,492 · management and general $21,149 · fundraising $70,455
-
19 · Conferences, conventions and meetings
total $36,401 · program services $33,537 · management and general $2,864
-
20 · Interest
total $7,918 · management and general $7,918
-
22 · Depreciation, depletion and amortization
total $2,861,921 · program services $1,207,295 · management and general $1,654,626
-
23 · Insurance
total $603,046 · program services $50,103 · management and general $552,943
-
24a · Other expenses: PRODUCTION MATERIALS
total $2,868,497 · program services $2,796,134 · management and general $72,363
-
24b · Other expenses: MARKETING/PROMOTION
total $1,874,853 · program services $118,778 · management and general $1,188,223 · fundraising $567,852
-
24c · Other expenses: STORAGE & MOVING
total $785,580 · program services $783,286 · management and general $2,294
-
24d · Other expenses: BAD DEBT EXPENSE
total $214,439 · fundraising $214,439
-
24e · All other expenses
total $845,801 · program services $817,471 · fundraising $28,330
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,756,411 · end of year $871,771
-
2 · Savings and temporary cash investments
beginning of year $2,727,173 · end of year $13,854,472
-
3 · Pledges and grants receivable
beginning of year $12,894,145 · end of year $19,189,702
-
4 · Accounts receivable
beginning of year $1,334,354 · end of year $878,649
-
8 · Inventories for sale or use
beginning of year $44,859 · end of year $52,416
-
9 · Prepaid expenses and deferred charges
beginning of year $110,267 · end of year $4,000
-
10a · Land, buildings and equipment: cost or other basis
$57,781,791
-
10b · Land, buildings and equipment: accumulated depreciation
$39,589,580
-
10c · Land, buildings and equipment, net
beginning of year $19,185,538 · end of year $18,192,211
-
11 · Investments: publicly traded securities
beginning of year $250,802,762 · end of year $257,097,716
-
12 · Investments: other securities
beginning of year $31,722,435 · end of year $32,685,061
-
15 · Other assets
beginning of year $20,338,630 · end of year $19,467,195
-
17 · Accounts payable and accrued expenses
beginning of year $6,030,247 · end of year $5,763,580
-
19 · Deferred revenue
beginning of year $9,363,391 · end of year $8,362,172
-
25 · Other liabilities
beginning of year $19,094,324 · end of year $18,926,199
-
27 · Net assets without donor restrictions
beginning of year $26,340,044 · end of year $61,956,432
-
28 · Net assets with donor restrictions
beginning of year $286,088,568 · end of year $267,284,810
Mission and programs · 2023
Mission
WE BELIEVE OPERA IS A UNIQUELY COMPELLING, ENTERTAINING AND EMOTIONALLY THRILLING ART FORM. OUR MISSION IS TO BRING TOGETHER GROWING AUDIENCES TO EXPERIENCE OPERA'S TRANSFORMATIVE POWER.
Activities or mission (Part I)
THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OF THE MOST IMPORTANT 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.
-
PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - SAN FRANCISCO OPERA'S 2023-24 SEASON BEGAN ON FRIDAY, SEPTEMBER 8, 2023, WITH THE ANNUAL OPERA BALL GALA. THIS YEAR'S EVENT FEATURED SOLOISTS ROBERTO ALAGNA AND ALEKSANDRA KURZAK IN CONCERT WITH THE SAN FRANCISCO OPERA ORCHESTRA AND CHORUS UNDER THE BATON OF MUSIC DIRECTOR EUN SUN KIM. THE COMPANY'S 101ST SEASON LAUNCHED A NEW CENTURY FOR SAN FRANCISCO OPERA WITH EIGHT OPERAS ON THE MAINSTAGE, MULTIPLE CONCERTS AND OTHER SPECIAL EVENTS. THREE OF THE OPERAS WERE PREMIERES OF REPERTORY-EXPANDING NEW WORKS THAT WERE CO-COMMISSIONED BY SAN FRANCISCO OPERA: THE (R)EVOLUTION OF STEVE JOBS BY MASON BATES AND MARK CAMPBELL, OMAR BY RHIANNON GIDDENS AND MICHAEL ABELS, AND INNOCENCE, THE FINAL OPERA BY THE LATE FINNISH COMPOSER KAIJA SAARIAHO. THE OPENING NIGHT CONCERT AND ONE PERFORMANCE OF EACH OPERA WERE LIVESTREAMED AROUND THE WORLD.THE FIRST OPERA OF THE SEASON, OPENING ON SEPTEMBER 12, WAS THE CLASSIC BY GIUSEPPE VERDI, IL TROVATORE. THE CAST FEATURED ARTURO CHACON-CRUZ, ANGEL BLUE, EKATERINA SEMENCHUK, AND GEORGE PETEAN IN DAVID MCVICAR'S PRODUCTION WITH MUSIC DIRECTOR EUN SUN KIM CONDUCTING AND CHORUS DIRECTOR JOHN KEENE PREPARING THE ARTISTS OF THE SAN FRANCISCO OPERA CHORUS. ON SEPTEMBER 22, THE FIRST OF THE CO-COMMISSIONED NEW OPERAS, THE (R)EVOLUTION OF STEVE JOBS, OPENED WITH A CAST THAT INCLUDED JOHN MOORE, SASHA COOKE, BILLIE BRULEY, AND WEI WU IN THE PRODUCTION BY KEVIN NEWBURY UNDER THE BATON OF MICHAEL CHRISTIE. WAGNER'S LOHENGRIN RETURNED TO THE COMPANY'S STAGE IN OCTOBER AND NOVEMBER IN A NEW-TO-SAN FRANCISCO OPERA PRODUCTION BY DAVID ALDEN. AS PART OF HER COMMITMENT TO LEAD WORKS BY VERDI AND WAGNER EVERY SEASON, EUN SUN KIM WAS ON THE CONDUCTOR'S PODIUM FOR THIS MASSIVE-SCALED WORK. THE CAST WAS LED BY SIMON O'NEILL, JULIE ADAMS (MAKING HER ROLE DEBUT AS ELSA), JUDIT KUTASI (IN HER COMPANY AND ROLE DEBUTS AS ORTRUD), BRIAN MULLIGAN, AND KRISTINN SIGMUNDSSON. ON NOVEMBER 5, OMAR HAD ITS COMPANY PREMIERE IN THE PRODUCTION BY KANEZA SCHAAL AND STARRING JAMEZ MCCORKLE, BRITTANY RENEE, TAYLOR RAVEN, AND DANIEL OKULITCH WITH JOHN KENNEDY CONDUCTING. DONIZETTI'S THE ELIXIR OF LOVE OPENED IN A NEW CO-PRODUCTION BY DANIEL SLATER ON NOVEMBER 19 WITH RAMON TEBAR CONDUCTING PENE PATI, JONAH HOSKINS, SLAVKA ZAMECNIKOVA, DAVID BIZIC, RENATO GIROLAMI, AND PATRICK CARFIZZI.THE 2024 SUMMER SEASON OPENED ON MAY 30 WITH THE ACCLAIMED AND WELL-TRAVELED PRODUCTION OF MOZART'S THE MAGIC FLUTE BY BARRIE KOSKY AND SUZANNE ANDRADE WHICH INCLUDES SCENIC EFFECTS INSPIRED BY SILENT FILMS AND WEIMAR GERMANY. EUN SUN KIM CONDUCTED THE CAST OF AMITAI PATI, CHRISTINA GANSCH, LAURI VASAR, KWANGCHUL YOUN, AND ANNA SIMINSKA. THE AMERICAN PREMIERE OF INNOCENCE OCCURRED ON JUNE 1 IN SIMON STONE'S PRODUCTION, CONDUCTED BY CLEMENT MAO-TAKACS WITH A CAST OF SINGERS AND ACTORS THAT INCLUDED RUXANDRA DONOSE, CLAIRE DE SEVIGNE, ROD GILFRY, MILES MYKKANEN, KRISTINN SIGMUNDSON, LUCY SHELTON, AND VILMA JAA. THE FINAL OPERA OF THE SUMMER SEASON WAS HANDEL'S DELIGHTFUL 1730 COMEDY, PARTENOPE, WHICH RETURNED IN CHRISTOPHER ALDEN'S AWARD-WINNING STAGING. CHRISTOPHER MOULDS CONDUCTED THE CAST OF JULIE FUCHS, DANIELA MACK, CARLO VISTOLI, NICHOLAS TAMAGNA, ALEK SHRADER, AND HADLEIGH ADAMS.ALONG WITH ITS MAINSTAGE OPERA, THE COMPANY CELEBRATED THE OPENING WEEKEND OF THE 2023-24 SEASON ON SEPTEMBER 10 WITH ITS ANNUAL, FREE OPERA IN THE PARK CONCERT FEATURING ARTISTS FROM THE FALL SEASON WITH EUN SUN KIM CONDUCTING THE SAN FRANCISCO OPERA ORCHESTRA. CHORUS DIRECTOR JOHN KEENE LED THE SAN FRANCISCO OPERA CHORUS IN CONCERT AT THE ATRIUM THEATER ON DECEMBER 2. THE COMPANY'S RESIDENT ARTISTS, THE ADLER FELLOWS, WERE FEATURED IN THE FUTURE IS NOW, THEIR YEAR-END CONCERT AT HERBST THEATER. THE DECEMBER 8 CONCERT WAS CONDUCTED BY RAMON TEBAR WHO LED THE ADLERS AND SAN FRANCISCO OPERA ORCHESTRA. THE POPULAR ENCOUNTER EVENT, AN EVENING THAT IS PART OPERA AND PART PARTY, RETURNED DECEMBER 1 WITH THE ELIXIR OF LOVE ENCOUNTER, BRINGING AUDIENCE MEMBERS INTO THE OPERA HOUSE FOR AN IMMERSIVE AND FESTIVE OPERATIC EXPERIENCE.THE COMPANY'S BOHEME OUT OF THE BOX A SHIPPING CONTAINER TURNED INTO A MOBILE STAGE PRODUCTION OF PUCCINI'S LA BOHEME RETURNED FOR A SERIES OF PERFORMANCES AROUND THE BAY AREA IN APRIL AND JUNE. WITH CASTS FEATURING THE ADLER FELLOWS AND OTHER INVITED ARTISTS, THE FREE PERFORMANCES OF THE OPERA AND AN ADLER FELLOWS CONCERT WERE GIVEN AT OPEN-AIR VENUES IN BURLINGAME, ALAMEDA, ALBANY AND UNION CITY. THE STORYTELLING WORKSHOPS, THE OPERA IN YOU, WHICH BEGAN IN 2022, RETURNED THIS SEASON AND CULMINATED IN A PUBLIC SHOWCASE EVENT AT THE SAN FRANCISCO PUBLIC LIBRARY'S KORET AUDITORIUM ON JUNE 15. ADDITIONAL PUBLIC ENGAGEMENT ACTIVITIES INCLUDED PRE-OPERA TALKS IN THE AUDITORIUM BEFORE EACH PERFORMANCE, POST-PERFORMANCE TALKBACKS WITH CAST AND COMPANY MEMBERS AT SELECT PERFORMANCES, AND A DAY-LONG COLLOQUIUM, BEYOND INNOCENCE, PRESENTED IN CONNECTION WITH THE AMERICAN PREMIERE OF SAARIAHO'S INNOCENCE. GUESTS AND PANELISTS FOR BEYOND INNOCENCE INCLUDED PASTOR MIKE MCBRIDE (LIVE FREE USA), MIKE MCLIVELY (GIFFORDS), MINA KIM (KQED FORUM), W. KAMAU BELL (TV HOST, AUTHOR, ACTIVIST), VILMA JAA (INNOCENCE CAST MEMBER), AMONG MANY OTHERS.SAN FRANCSICO OPERA'S 2023-24 SEASON WITNESSED MYRIAD PERFORMANCES AT THE WAR MEMORIAL OPERA HOUSE, ATRIUM THEATER, HERBST THEATRE, GOLDEN GATE PARK, AND PUBLIC SPACES AROUND THE BAY AREA IN BURLINGAME, ALAMEDA, ALBANY, AND UNION CITY, THE SAN FRANCISCO PUBLIC LIBRARY AND ONLINE VIEWINGS OF THE LIVESTREAMS EXTENDED THE COMPANY'S PRESENTATIONS TO MUSIC LOVERS AROUND THE WORLD.
Expenses $66,930,175 · Revenue $15,412,437
-
OPERA CENTER (TRAINING AND PROFESSIONAL DEVELOPMENT) - THE OPERA SUPPORTS AN INTERNATIONALLY RECOGNIZED TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAM, THE ADLER FELLOWSHIP PROGRAM. THE ADLER FELLOWSHIP PROGRAM IS A PERFORMANCE-ORIENTED RESIDENCY OF TWO YEARS OFFERING ADVANCED YOUNG ARTISTS INTENSIVE INDIVIDUAL TRAINING, COACHING, PROFESSIONAL SEMINARS, AND A WIDE RANGE OF PERFORMANCE OPPORTUNITIES. ADLER FELLOWS GAIN VALUABLE PROFESSIONAL EXPERIENCE BY PERFORMING ROLES OF INCREASING IMPORTANCE IN THE OPERA'S MAIN-STAGE SEASON. IN ADDITION TO PERFORMANCES ON THE MAIN STAGE, SELECTED ADLER FELLOWS ARE FEATURED IN THE SCHWABACHER RECITAL SERIES. THE ADLER SEASON CULMINATES IN AN ADLER FELLOWS CONCERT. ALUMNI FROM THE ADLER PROGRAM INCLUDE: SOPRANOS LEAH CROCETTO, NANCY GUSTAFSON, PATRICIA RACETTE, NADINE SIERRA, RUTH ANN SWENSON, ELZA VAN DEN HEEVER, AND DEBORAH VOIGT; MEZZO-SOPRANOS ZHENG CAO AND DOLORA ZAJICK; TENORS BRIAN JAGDE, SEAN PANIKKAR, AND NOAH STEWART; COUNTERTENOR BRIAN ASAWA; BARITONES MARK DELAVAN AND LUCAS MEACHEM; AND BASS-BARITONES MONTE PEDERSON AND JOHN RELYEA. THE SAN FRANCISCO OPERA ALSO SUPPORTS THE MEROLA OPERA PROGRAM FOR ASPIRING PROFESSIONALS, OFFERING UP-AND-COMING SINGERS, COACH-ACCOMPANISTS AND STAGE DIRECTORS THE OPPORTUNITY OF INTENSE STUDY AND PERFORMANCE DURING AN ELEVEN-WEEK SUMMER PROGRAM.THE OPERA'S COMMITMENT TO PROVIDING MUSIC EDUCATION AND ENRICHMENT OPPORTUNITIES TO STUDENTS, TEACHERS, YOUNG AUDIENCES, AND ADULTS CONTINUED IN A MYRIAD OF SCHOOL AND FAMILY PROGRAMS AND ONLINE RESOURCES. THE SAN FRANCISCO OPERA AND OPERA GUILD BRING OPERA AND MUSIC EDUCATION TO STUDENTS AND INDIVIDUALS THROUGHOUT NORTHERN CALIFORNIA.
Expenses $3,561,528 · Revenue $1,927,595
-
ELECTRONIC MEDIA - THE OBJECTIVE OF THIS INITIATIVE IS TO EXTEND THE COMPANY'S AUDIENCE THROUGH TELEVISION AND RADIO BROADCASTS, HOME VIDEO PRODUCTS, LOCAL SIMULCASTS, CINEMA PRESENTATIONS, WEB VIDEOS, AND IN-HOUSE HD COVERAGE. THE COMPANY'S PIONEERING LOBBYVISION PROVIDES AUDIENCES A VIEW OF THE STAGE FROM VARIOUS LOCATIONS IN FRONT OF HOUSE WITH SCREENS SHOWING REAL-TIME HD VIDEO AND SUBTITLES.
Expenses $1,100,516 · Revenue $17,001
-
Revenue $799,297
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
MATTHEW SHILVOCK
CEO/GENERAL DIRECTOR
- Total calculated
- $759,840
- From this org
- $717,377
- From related orgs
- $0
- Other
- $42,463
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $717,377
- Bonus
- $0
- Other
- $0
- Deferred
- $19,800
- Nontaxable benefits
- $22,663
- Filer's total
- $759,840
-
JOHN A GUNN
OFFICER OF THE BOARD-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
FRANKLIN PITCH JOHNSON JR
OFFICER OF THE BOARD-CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 5
-
KEITH B GEESLIN
OFFICER OF THE BOARD-VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
JACK CALHOUN
OFFICER OF THE ASSN-PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
GEORGE H HUME
OFFICER OF THE ASSN-TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
KAREN J KUBIN
OFFICER OF THE ASSN-SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
SUSAN ANDERSON-NORBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CLAIRE WRENN BOBROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROMANA BRACCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANIETTE COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR WILLIAM M COUGHRAN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
VALERIE CRANE DORFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES CROSS
DIRECTOR/MEROLA OPERA PROG. PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
ARIF DAMJI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAYNE C DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEROME DODSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROL PUCCI DOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DIXON DOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT A ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA ERDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER FENTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARAH FENTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNA FIELER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARGARITA GANDIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN GRAHAM JOHNSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOUISE GUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
OMAR GUO
DIRECTOR/BRAVO! COUNCIL CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
GRETCHEN WOLFE HANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANE M HARTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN HENDRICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DOREEN WOO HO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES EDWARD HUDSON III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SYLVIA HUGHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J BURGESS JAMIESON
DIRECTOR (THRU 11/23)
- Total calculated
- $0
- Hours/week
- 1
-
TIMOTHY F KAHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHOONGJIA MARIA KAHNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAWRENCE A KERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK R KROLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
COURTNEY LABE
DIRECTOR/GUILD BOARD PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
SYLVIA R LINDSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MRS CYNTHIA SNORF LIVERMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HON RICHARD C LIVERMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN MARINEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J PATTERSON MCBAINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK MCCABE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNE G MCWILLIAMS
DIRECTOR (THRU 02/24)
- Total calculated
- $0
- Hours/week
- 1
-
HELEN MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KARL O MILLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JUSTIN MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARYAM MUDUROGLU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY S MUELLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANET NAPOLITANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEN NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J BOYCE NUTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BERNARD OSHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JASON PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNE BRANDEIS POPKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD J RIGG PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CP RUSSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BILL RUSSELL-SHAPIRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACK SCHAFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUTH A SHORT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MRS DIANNE MARIE TAUBE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SOO VENKATESAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS BARBARA MOLLER WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MRS DIANE B WILSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA A WOLFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MELINDA YEE FRANKLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
S SHARIQ YOSUFZAI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL SIMPSON
MANAGING DIRECTOR: ADMIN/CFO
- Total calculated
- $396,152
- From this org
- $355,748
- From related orgs
- $0
- Other
- $40,404
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $355,748
- Bonus
- $0
- Other
- $0
- Deferred
- $23,100
- Nontaxable benefits
- $17,304
- Filer's total
- $396,152
-
REID W DENNIS
OFFICER OF THE BOARD-CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 5
-
LISA BURY
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $298,481
- From this org
- $288,983
- From related orgs
- $0
- Other
- $9,498
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $82,193
- Bonus
- $0
- Other
- $206,790
- Deferred
- $5,924
- Nontaxable benefits
- $3,574
- Filer's total
- $298,481
-
JENNIFER GOOD
MANAGING DIRECTOR: PRODUCTION
- Total calculated
- $330,371
- From this org
- $294,832
- From related orgs
- $0
- Other
- $35,539
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $294,832
- Bonus
- $0
- Other
- $0
- Deferred
- $18,235
- Nontaxable benefits
- $17,304
- Filer's total
- $330,371
-
GREGORY HENKEL
MANAGING DIRECTOR: ARTISTIC
- Total calculated
- $323,233
- From this org
- $296,617
- From related orgs
- $0
- Other
- $26,616
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $296,221
- Bonus
- $0
- Other
- $396
- Deferred
- $18,079
- Nontaxable benefits
- $8,537
- Filer's total
- $323,233
-
THERESA VON KLUG
CHIEF OPERATING OFFICER
- Total calculated
- $251,771
- From this org
- $223,341
- From related orgs
- $0
- Other
- $28,430
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $223,274
- Bonus
- $0
- Other
- $67
- Deferred
- $12,173
- Nontaxable benefits
- $16,257
- Filer's total
- $251,771
-
TABITHA ROWELL
DIRECTOR OF DEVELOPMENT
- Total calculated
- $209,325
- From this org
- $189,318
- From related orgs
- $0
- Other
- $20,007
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $188,381
- Bonus
- $0
- Other
- $937
- Deferred
- $11,470
- Nontaxable benefits
- $8,537
- Filer's total
- $209,325
-
TROY SMITH
DIRECTOR OF MARKETING
- Total calculated
- $252,468
- From this org
- $186,625
- From related orgs
- $0
- Other
- $65,843
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $186,625
- Bonus
- $0
- Other
- $0
- Deferred
- $14,740
- Nontaxable benefits
- $51,103
- Filer's total
- $252,468
-
EUN SUN KIM
CAROLINE H. HUME MUSIC DIRECTOR
- Total calculated
- $572,414
- From this org
- $545,938
- From related orgs
- $0
- Other
- $26,476
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $545,546
- Bonus
- $0
- Other
- $392
- Deferred
- $10,338
- Nontaxable benefits
- $16,138
- Filer's total
- $572,414
-
DOUGLAS MITCHELL
HEAD OF AUDIO/VISUAL
- Total calculated
- $351,117
- From this org
- $278,409
- From related orgs
- $0
- Other
- $72,708
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $278,409
- Bonus
- $0
- Other
- $0
- Deferred
- $28,643
- Nontaxable benefits
- $44,065
- Filer's total
- $351,117
-
KAY STERN
ORCHESTRA MEMBER CONCERTMASTER
- Total calculated
- $335,047
- From this org
- $277,076
- From related orgs
- $0
- Other
- $57,971
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $250,329
- Bonus
- $25,000
- Other
- $1,747
- Deferred
- $31,086
- Nontaxable benefits
- $26,885
- Filer's total
- $335,047
-
DAVID HATCH
HEAD OF CARPENTRY
- Total calculated
- $314,348
- From this org
- $249,320
- From related orgs
- $0
- Other
- $65,028
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $249,320
- Bonus
- $0
- Other
- $0
- Deferred
- $25,617
- Nontaxable benefits
- $39,411
- Filer's total
- $314,348
-
LORI HARRISON
HEAD OF PROPERTIES
- Total calculated
- $319,732
- From this org
- $253,579
- From related orgs
- $0
- Other
- $66,153
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $253,579
- Bonus
- $0
- Other
- $0
- Deferred
- $26,060
- Nontaxable benefits
- $40,093
- Filer's total
- $319,732
-
LEE HELMS
DIRECTOR OF INNOVATION PROGRAMS
- Total calculated
- $203,565
- From this org
- $185,524
- From related orgs
- $0
- Other
- $18,041
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $184,336
- Bonus
- $0
- Other
- $1,188
- Deferred
- $9,504
- Nontaxable benefits
- $8,537
- Filer's total
- $203,565
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION.
- PART I, LINE 4A
- LISA BURY RECEIVED A SEVERANCE PAYMENT OF $180,250 REPORTED ON SCHEDULE J, PART II, COLUMN B(III).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (8)
T · TRUST · CA
-
POOLED INCOME FUNDS (3)
T · TRUST · CA
-
CHARITABLE GIFT ANNUITIES (13)
T · TRUST · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511629349300201
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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