Form 990 for tax year 2022
Filed by SAN FRANCISCO OPERA ASSOCIATION.
Totals
- Total revenue
- $85,335,694
- Total expenses
- $98,402,775
- Contributions and grants received
- $54,207,581
- Grants paid
- $0
- Program service revenue
- $19,107,753
- Investment income
- $12,874,205
- Other revenue
- -$853,845
- Total assets, end of year
- $346,916,574
- Total liabilities, end of year
- $34,487,962
- Net assets or fund balances, end of year
- $312,428,612
- Program services expenses (Part IX)
- $75,143,684
- Management and general expenses
- $17,393,934
- Fundraising expenses
- $5,865,157
- Program service expenses (Part III)
- $75,143,684
Program services were 76.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MATTHEW SHILVOCK
CEO/GENERAL DIRECTOR
- Total calculated
- $636,230
- From this org
- $596,039
- From related orgs
- $0
- Other
- $40,191
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $596,039
- Bonus
- $0
- Other
- $0
- Deferred
- $18,300
- Nontaxable benefits
- $21,891
- Filer's total
- $636,230
-
EUN SUN KIM
CAROLINE H. HUME MUSIC DIRECTOR
- Total calculated
- $598,622
- From this org
- $578,673
- From related orgs
- $0
- Other
- $19,949
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $578,673
- Bonus
- $0
- Other
- $0
- Deferred
- $4,316
- Nontaxable benefits
- $15,633
- Filer's total
- $598,622
-
MICHAEL SIMPSON
MANAGING DIRECTOR: ADMIN/CFO
- Total calculated
- $378,632
- From this org
- $341,565
- From related orgs
- $0
- Other
- $37,067
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $341,565
- Bonus
- $0
- Other
- $0
- Deferred
- $21,350
- Nontaxable benefits
- $15,717
- Filer's total
- $378,632
-
LISA BURY
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $355,592
- From this org
- $341,181
- From related orgs
- $0
- Other
- $14,411
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $341,181
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,411
- Filer's total
- $355,592
-
DOUGLAS MITCHELL
MASTER AUDIO/VIDEO ENGINEER
- Total calculated
- $331,234
- From this org
- $262,850
- From related orgs
- $0
- Other
- $68,384
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $262,850
- Bonus
- $0
- Other
- $0
- Deferred
- $27,024
- Nontaxable benefits
- $41,360
- Filer's total
- $331,234
-
JOHN DEL BONO
SCENE SHOP FOREMAN
- Total calculated
- $313,016
- From this org
- $248,106
- From related orgs
- $0
- Other
- $64,910
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $248,106
- Bonus
- $0
- Other
- $0
- Deferred
- $25,684
- Nontaxable benefits
- $39,226
- Filer's total
- $313,016
-
JENNIFER GOOD
MANAGING DIRECTOR: PRODUCTION
- Total calculated
- $310,125
- From this org
- $277,280
- From related orgs
- $0
- Other
- $32,845
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $277,280
- Bonus
- $0
- Other
- $0
- Deferred
- $17,128
- Nontaxable benefits
- $15,717
- Filer's total
- $310,125
-
DAVID HATCH
MASTER CARPENTER
- Total calculated
- $293,407
- From this org
- $232,832
- From related orgs
- $0
- Other
- $60,575
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $232,832
- Bonus
- $0
- Other
- $0
- Deferred
- $23,902
- Nontaxable benefits
- $36,673
- Filer's total
- $293,407
-
LORI HARRISON
MASTER OF PROPERTIES
- Total calculated
- $291,609
- From this org
- $231,439
- From related orgs
- $0
- Other
- $60,170
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $231,439
- Bonus
- $0
- Other
- $0
- Deferred
- $23,758
- Nontaxable benefits
- $36,412
- Filer's total
- $291,609
-
GREGORY HENKEL
MANAGING DIRECTOR: ARTISTIC
- Total calculated
- $290,730
- From this org
- $266,231
- From related orgs
- $0
- Other
- $24,499
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $265,389
- Bonus
- $0
- Other
- $842
- Deferred
- $16,216
- Nontaxable benefits
- $8,283
- Filer's total
- $290,730
-
THERESA VON KLUG
CHIEF OPERATING OFFICER
- Total calculated
- $192,605
- From this org
- $180,810
- From related orgs
- $0
- Other
- $11,795
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $180,810
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,795
- Filer's total
- $192,605
-
KATHRYN APPLETON
FORMER DIRECTOR OF MARKETING
- Total calculated
- $154,188
- From this org
- $134,804
- From related orgs
- $0
- Other
- $19,384
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $122,366
- Bonus
- $0
- Other
- $12,438
- Deferred
- $6,420
- Nontaxable benefits
- $12,964
- Filer's total
- $154,188
-
JOHN A GUNN
OFFICER OF THE BOARD-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
REID W DENNIS
OFFICER OF THE BOARD-CHAIR EMERITUS
- 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 ASSN-PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
JACK CALHOUN
OFFICER OF THE ASSN-PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 5
-
DR WILLIAM M COUGHRAN JR
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
-
HELEN BERGGRUEN
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
-
BARBARA BRUSER CLARK
DIRECTOR/MEROLA OPERA PROGRAM PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
NANIETTE HELENE COLEMAN
DIRECTOR
- 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
-
IRA DEARING
DIRECTOR (THRU 01/23)
- Total calculated
- $0
- Hours/week
- 1
-
JEROME L 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
-
VALERIE CRANE DORFMAN
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
-
I CRAIG HENDERSON MD
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
-
GEORGE H HUME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J BURGESS JAMIESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIMOTHY F KAHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHOONGJIA 'MARIA' KAHNG
DRIECTOR
- 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
-
THOMAS A LARSEN
DIRECTOR
- 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
- Total calculated
- $0
- Hours/week
- 1
-
TERESA MEDEARIS
DIRECTOR
- 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 & GUILD PRESIDENT
- 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
-
MARY A POWELL
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
-
WILLIAM R STENSRUD
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
-
MRS 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
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
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
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'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 (4)
T · TRUST · CA
-
CHARITABLE GIFT ANNUITIES (13)
T · TRUST · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421609349300102
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