Totals
- Total revenue
- $5,285,149
- Total expenses
- $3,756,624
- Contributions and grants received
- $3,530,374
- Grants paid
- $187,553
- Program service revenue
- $123,688
- Investment income
- $1,637,473
- Other revenue
- -$6,386
- Total assets, end of year
- $39,312,804
- Total liabilities, end of year
- $302,607
- Net assets or fund balances, end of year
- $39,010,197
- Program services expenses (Part IX)
- $2,538,170
- Management and general expenses
- $553,821
- Fundraising expenses
- $664,633
- Program service expenses (Part III)
- $2,538,170
Program services were 67.6% 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
$89,761
-
1e · Government grants (contributions)
$90,075
-
1f · All other contributions, gifts and grants
$3,350,538
-
1g · Noncash contributions included above
$86,031
-
2a · Program service revenue: Performance Revenues
total $123,688 · related or exempt $123,688
-
3 · Investment income
total $1,207,212 · excluded $1,207,212
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $9,344,324
-
7b · Less cost or other basis and sales expenses
securities $8,914,063
-
7c · Gain or loss
securities $430,261
-
7d · Net gain or loss
total $430,261 · excluded $430,261
-
8a · Fundraising events: gross income
$62,573
-
8a · Fundraising events: contributions included on line 1c
$89,761
-
8b · Fundraising events: direct expenses
$68,959
-
8c · Net income from fundraising events
total -$6,386
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $163,745 · program services $163,745
-
3 · Grants to foreign organizations and individuals
total $23,808 · program services $23,808
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $354,962 · program services $124,237 · management and general $85,191 · fundraising $145,534
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $419,202 · program services $146,721 · management and general $100,609 · fundraising $171,872
-
8 · Pension plan contributions
total $22,998 · program services $8,049 · management and general $5,519 · fundraising $9,430
-
9 · Other employee benefits
total $29,947 · program services $10,481 · management and general $7,187 · fundraising $12,279
-
10 · Payroll taxes
total $54,917 · program services $19,221 · management and general $13,180 · fundraising $22,516
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $21,678 · management and general $21,678
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $241,077 · management and general $241,077
-
11g · Fees: other
total $47,962 · program services $12,775 · management and general $4,711 · fundraising $30,476
-
12 · Advertising and promotion
total $121,034 · fundraising $121,034
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $128,576 · program services $43,661 · management and general $29,939 · fundraising $54,976
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,584 · management and general $2,584
-
23 · Insurance
total $0
-
24a · Other expenses: Contracted Artist Dev (SFOA)
total $1,701,065 · program services $1,683,308 · fundraising $17,757
-
24b · Other expenses: Lodging
total $155,687 · program services $155,687
-
24c · Other expenses: Hospitality
total $89,075 · program services $73,457 · management and general $192 · fundraising $15,426
-
24d · Other expenses: Printing and Publications
total $75,675 · program services $46,474 · fundraising $29,201
-
24e · All other expenses
total $102,632 · program services $26,546 · management and general $41,954 · fundraising $34,132
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $597,535 · end of year $391,152
-
2 · Savings and temporary cash investments
beginning of year $1,824,449 · end of year $1,847,517
-
3 · Pledges and grants receivable
beginning of year $12,677 · end of year $138,487
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $103,681 · end of year $22,875
-
10a · Land, buildings and equipment: cost or other basis
$103,388
-
10b · Land, buildings and equipment: accumulated depreciation
$95,552
-
10c · Land, buildings and equipment, net
beginning of year $6,320 · end of year $7,836
-
11 · Investments: publicly traded securities
beginning of year $31,024,855 · end of year $33,946,322
-
12 · Investments: other securities
beginning of year $1,391,794 · end of year $2,292,306
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $752,910 · end of year $666,309
-
17 · Accounts payable and accrued expenses
beginning of year $139,298 · end of year $86,374
-
25 · Other liabilities
beginning of year $333,099 · end of year $216,233
-
27 · Net assets without donor restrictions
beginning of year $17,857,892 · end of year $20,395,927
-
28 · Net assets with donor restrictions
beginning of year $17,383,932 · end of year $18,614,270
Mission and programs · 2022
Mission
Merola Opera Program is a San Francisco-based training program for opera singers, pianists, and stage directors.
Activities or mission (Part I)
Merola Opera Program's mission is the continuing education and professional training of the finest young operatic talent and the development of this talent into professional opera singers, pianists, conductors, and directors of the highest artistic caliber.
-
THE MEROLA OPERA PROGRAM:IN GENERAL, MORE THAN 1200 ARTISTS BETWEEN THE AGES OF 20 AND 34 AUDITION AT SITESACROSS THE COUNTRY AND APPROXIMATELY 30 ARE CHOSEN TO PARTICIPATE IN THE MEROLA OPERA PROGRAM. MEROLA PARTICIPANTS RECEIVE INTENSIVE TRAINING FOR 11-12WEEKS. THE PROGRAM IS OFFERED FREE OF FINANCIAL BURDEN TO THE ARTISTS, INCLUDING ALL IN-PERSON AND ONLINE TRAINING, AND A WEEKLY STIPEND. PARTICIPANTS ARE ELIGIBLE FOR CAREER GRANTS FOR THE NEXT 5 YEARS AND FIVE WERE SELECTED TO BE ADLER FELLOWS WITH THE SAN FRANCISCO OPERA IN 2023.
Expenses $2,538,170 · Grants $187,553 · Revenue $123,688
-
The program includes: MUSICAL STYLE AND INTERPRETATION; STAGE TECHNIQUE; ENSEMBLE WORK; MOVEMENT;ACCOMPANIMENT; MAKEUP; ACTING; STAGE COMBAT; CONDUCTING; VOCAL ROLE COACHING; PROMPTING; LANGUAGES AND DICTION; AND CAREER COACHING.A HIGHLIGHT OF THE PROGRAM IS THE OFFERING OF MASTER CLASSES, WHERE SOME OFOPERA'S MOST EXCITING LEGENDS TRANSFER THEIR KNOWLEDGE TO THE NEXT GENERATION OFOPERA ARTISTS. PARTICIPANTS HAVE SEVERAL CHANCES TO DEMONSTRATE THEIR ARTISTIC GROWTH AS THEY PERFORM FULLY STAGED OPERAS DURING THE SUMMER, A SCENES CONCERT, AND THE FAMED MEROLA GRAND FINALE AT THE SAN FRANCISCO 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 ENTITIES.MEROLA ARTISTS COMPLETE 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.
As filed on the 2022 return.
Listed in Part VII
-
Jean Kellogg
Exec Director
- Total calculated
- $193,470
- From this org
- $166,340
- From related orgs
- $0
- Other
- $27,130
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $166,340
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,083
- Nontaxable benefits
- $19,047
- Filer's total
- $193,470
-
Nancy Petrisko
Dir of Advancement
- Total calculated
- $157,241
- From this org
- $139,388
- From related orgs
- $0
- Other
- $17,853
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $139,388
- Bonus
- not reported
- Other
- not reported
- Deferred
- $599
- Nontaxable benefits
- $17,254
- Filer's total
- $157,241
-
Mark Shattuck
Dir of Finance
- Total calculated
- $156,417
- From this org
- $134,033
- From related orgs
- $0
- Other
- $22,384
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $134,033
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,219
- Nontaxable benefits
- $16,165
- Filer's total
- $156,417
-
Patrick Wilken
Chairman
- Total calculated
- $0
- Hours/week
- 10
-
Jayne Davis
Vice Chairman
- Total calculated
- $0
- Hours/week
- 5
-
Barbara Bruser Clark
President
- Total calculated
- $0
- Hours/week
- 10
-
Ruth Uchimura
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Christopher Wiseman
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Dr James Cross
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Jeanne Dorward
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Robert B Jacoby
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Robert Beadle
Director
- Total calculated
- $0
- Hours/week
- 2
-
Adam Arthur Bier
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Brahm
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carlyn Clause
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael Colbruno
Director
- Total calculated
- $0
- Hours/week
- 2
-
The Hon Marie Collins
Director
- Total calculated
- $0
- Hours/week
- 2
-
George Crow
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael Darnaud
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ileana Facchini
Director
- Total calculated
- $0
- Hours/week
- 2
-
Beatrice Gomory
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mary Henderson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Sylvia Lindsey
Director
- Total calculated
- $0
- Hours/week
- 2
-
Lindsay MacDermid
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dr Myron Marx
Director
- Total calculated
- $0
- Hours/week
- 2
-
Donald McGee
Director
- Total calculated
- $0
- Hours/week
- 2
-
Robert Mison
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carlos Penikis
Director
- Total calculated
- $0
- Hours/week
- 2
-
Pamela Rigg
Director
- Total calculated
- $0
- Hours/week
- 2
-
James Busterud
Director
- Total calculated
- $0
- Hours/week
- 2
-
David Stein
Director
- Total calculated
- $0
- Hours/week
- 2
-
Camille Chan
Director
- Total calculated
- $0
- Hours/week
- 2
-
Aaron Fan
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carol Weitz
Director
- Total calculated
- $0
- Hours/week
- 2
-
Susan York
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dennis Zhang
Director
- Total calculated
- $0
- Hours/week
- 2
-
Stephen Zilles
Vice President
- Total calculated
- $0
- Hours/week
- 5
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 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
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432209349301908
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