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Nonprofiteer
← STERN GROVE FESTIVAL ASSOCIATION

Form 990 for tax year 2022

Filed by STERN GROVE FESTIVAL ASSOCIATION.

Totals

Total revenue
$3,477,051
Total expenses
$4,024,710
Contributions and grants received
$2,802,165
Grants paid
$0
Program service revenue
$0
Investment income
$587,658
Other revenue
$87,228
Total assets, end of year
$16,207,019
Total liabilities, end of year
$759,373
Net assets or fund balances, end of year
$15,447,646
Program services expenses (Part IX)
$3,015,517
Management and general expenses
$446,942
Fundraising expenses
$562,251
Program service expenses (Part III)
$3,015,517

Program services were 74.9% 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

    $211,443

  • 1e · Government grants (contributions)

    $541,529

  • 1f · All other contributions, gifts and grants

    $2,049,193

  • 3 · Investment income

    total $432,372 · excluded $432,372

  • 7a · Gross sales of assets other than inventory

    securities $714,414

  • 7b · Less cost or other basis and sales expenses

    securities $559,128

  • 7c · Gain or loss

    securities $155,286

  • 7d · Net gain or loss

    total $155,286 · excluded $155,286

  • 8a · Fundraising events: gross income

    $175,057

  • 8a · Fundraising events: contributions included on line 1c

    $211,443

  • 8b · Fundraising events: direct expenses

    $175,057

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $171,820

  • 10b · Cost of goods sold

    $84,592

  • 10c · Net income from sales of inventory

    total $87,228 · related or exempt $87,228

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $247,524 · program services $82,508 · management and general $82,508 · fundraising $82,508

  • 7 · Other salaries and wages

    total $757,527 · program services $385,749 · management and general $117,191 · fundraising $254,587

  • 8 · Pension plan contributions

    total $28,315 · program services $15,115 · management and general $4,054 · fundraising $9,146

  • 9 · Other employee benefits

    total $53,142 · program services $26,452 · management and general $9,427 · fundraising $17,263

  • 10 · Payroll taxes

    total $96,533 · program services $46,818 · management and general $16,131 · fundraising $33,584

  • 11b · Fees: legal

    total $978 · management and general $978

  • 11c · Fees: accounting

    total $73,294 · management and general $73,294

  • 11g · Fees: other

    total $41,925 · program services $15,780 · management and general $22,904 · fundraising $3,241

  • 12 · Advertising and promotion

    total $169,020 · program services $66,383 · management and general $36,334 · fundraising $66,303

  • 13 · Office expenses

    total $22,942 · program services $8,438 · management and general $5,304 · fundraising $9,200

  • 14 · Information technology

    total $48,389 · program services $27,651 · management and general $6,913 · fundraising $13,825

  • 16 · Occupancy

    total $185,711 · program services $126,907 · management and general $29,840 · fundraising $28,964

  • 17 · Travel

    total $4,477 · program services $1,790 · management and general $895 · fundraising $1,792

  • 20 · Interest

    total $17,823 · program services $713 · management and general $7,308 · fundraising $9,802

  • 22 · Depreciation, depletion and amortization

    total $11,973 · management and general $11,973

  • 23 · Insurance

    total $56,696 · program services $45,357 · management and general $11,339

  • 24a · Other expenses: Performance & concert

    total $2,187,209 · program services $2,155,547 · management and general $2,129 · fundraising $29,533

  • 24b · Other expenses: Dues & subscriptions

    total $9,881 · program services $1,881 · management and general $8,000

  • 24c · Other expenses: Miscellaneous

    total $8,463 · program services $6,419 · fundraising $2,044

  • 24d · Other expenses: Repairs & maintenance

    total $2,888 · program services $2,009 · management and general $420 · fundraising $459

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $566,989 · end of year $314,972

  • 2 · Savings and temporary cash investments

    beginning of year $250,886 · end of year $184,977

  • 3 · Pledges and grants receivable

    beginning of year $75,054 · end of year $64,704

  • 8 · Inventories for sale or use

    beginning of year $12,777 · end of year $11,166

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $2,888

  • 10a · Land, buildings and equipment: cost or other basis

    $229,195

  • 10b · Land, buildings and equipment: accumulated depreciation

    $198,851

  • 10c · Land, buildings and equipment, net

    beginning of year $42,317 · end of year $30,344

  • 11 · Investments: publicly traded securities

    beginning of year $13,846,927 · end of year $15,322,060

  • 15 · Other assets

    beginning of year $6,000 · end of year $275,908

  • 17 · Accounts payable and accrued expenses

    beginning of year $151,483 · end of year $486,144

  • 25 · Other liabilities

    beginning of year $5,165 · end of year $273,229

  • 27 · Net assets without donor restrictions

    beginning of year $4,231,829 · end of year $4,548,943

  • 28 · Net assets with donor restrictions

    beginning of year $10,412,473 · end of year $10,898,703

Mission and programs · 2022

Mission

The mission of SGFA is to make live musical experiences accessible to all. The organization does this by providing ten admission free performances in Sigmund Stern Grove - a facility and park that was donated to the City of San Francisco by SGFA. Approximately 95,000 attend performances at Stern Grove Festival each year. Additionally, SGFA provides music and dance education programs - also free of charge - to thousands of children each year. These programs take place at Sigmund Stern Grove, public schools, and community centers around the City of San Francisco.

Activities or mission (Part I)

Stern Grove Festival Association (SGFA) is an independent nonprofit organization providing free musical concerts and education programs to the public.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $3,015,517 · Revenue $87,228

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Matthew W Goldman

    Chairman

    Total calculated
    $0
    Hours/week
    4

  • Jason E Goldman

    Vice Chairman

    Total calculated
    $0
    Hours/week
    2

  • David Sikes

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Aaron P Waxman CPA

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Allin

    Board Member (Start 09/23)

    Total calculated
    $0
    Hours/week
    1

  • Joe Amadea

    Board Member (Start 09/23)

    Total calculated
    $0
    Hours/week
    1

  • Ian Del Balso

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Josh Constine

    Board Member (Start 09/23)

    Total calculated
    $0
    Hours/week
    1

  • Leif Dautch

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Charlton Gholson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Douglas E Goldman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jennifer R Goldman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Erin Hastings

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Katznelson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jordan Kurland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Eve Meyers Loecher

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Fiona Ma

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robin W Michel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Morton A Pactor

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Maxine Raphael

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marc Ruxin

    Board Member (Start 02/23)

    Total calculated
    $0
    Hours/week
    1

  • Annelise Schuebach

    Board Member (Start 09/23)

    Total calculated
    $0
    Hours/week
    1

  • Mark C Schulze

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Phil Tomey

    Board Member (Start 02/23)

    Total calculated
    $0
    Hours/week
    1

  • Chris Young

    Board Member (Start 02/23)

    Total calculated
    $0
    Hours/week
    1

  • Bob Fiedler

    Executive Director

    Total calculated
    $247,524
    From this org
    $234,000
    From related orgs
    $0
    Other
    $13,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,000
    Bonus
    $0
    Other
    $0
    Deferred
    $9,090
    Nontaxable benefits
    $4,434
    Filer's total
    $247,524

  • Ilana G Vasconcelos

    Director of Development

    Total calculated
    $155,823
    From this org
    $150,000
    From related orgs
    $0
    Other
    $5,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $0
    Deferred
    $5,823
    Nontaxable benefits
    $0
    Filer's total
    $155,823

  • Molly Fremgen

    Director of Marketing

    Total calculated
    $111,782
    From this org
    $105,000
    From related orgs
    $0
    Other
    $6,782
    Hours/week
    40

  • Joseph Lafond

    Director of Operations

    Total calculated
    $116,467
    From this org
    $110,000
    From related orgs
    $0
    Other
    $6,467
    Hours/week
    40

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
13 August 2024
IRS schema version
2022v5.0
Source object
202402269349301585

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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