Totals
- Total revenue
- $9,515,179
- Total expenses
- $3,961,616
- Contributions and grants received
- $1,704,203
- Grants paid
- $154,523
- Program service revenue
- $167,776
- Investment income
- $7,708,874
- Other revenue
- -$65,674
- Total assets, end of year
- $48,999,645
- Total liabilities, end of year
- $62,156
- Net assets or fund balances, end of year
- $48,937,489
- Program services expenses (Part IX)
- $2,597,224
- Management and general expenses
- $919,761
- Fundraising expenses
- $444,631
- Program service expenses (Part III)
- $2,597,224
Program services were 65.6% 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
$330,788
-
1e · Government grants (contributions)
$96,080
-
1f · All other contributions, gifts and grants
$1,277,335
-
1g · Noncash contributions included above
$68,827
-
2a · Program service revenue: Performance Revenues
total $167,776 · related or exempt $167,776
-
3 · Investment income
total $1,262,829 · excluded $1,262,829
-
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 $59,729,070
-
7b · Less cost or other basis and sales expenses
securities $53,283,025
-
7c · Gain or loss
securities $6,446,045
-
7d · Net gain or loss
total $6,446,045 · excluded $6,446,045
-
8a · Fundraising events: gross income
$20,250
-
8a · Fundraising events: contributions included on line 1c
$330,788
-
8b · Fundraising events: direct expenses
$85,924
-
8c · Net income from fundraising events
total -$65,674
-
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 $141,509 · program services $141,509
-
3 · Grants to foreign organizations and individuals
total $13,014 · program services $13,014
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $392,481 · program services $134,456 · management and general $99,120 · fundraising $158,905
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $350,829 · program services $118,009 · management and general $212,343 · fundraising $20,477
-
8 · Pension plan contributions
total $12,512 · program services $4,708 · management and general $4,458 · fundraising $3,346
-
9 · Other employee benefits
total $10,131 · program services $3,891 · management and general $3,475 · fundraising $2,765
-
10 · Payroll taxes
total $53,410 · program services $17,930 · management and general $22,741 · fundraising $12,739
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $8,404 · management and general $8,404
-
11c · Fees: accounting
total $140,547 · management and general $140,547
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $281,254 · management and general $281,254
-
11g · Fees: other
total $59,540 · program services $9,824 · management and general $15,036 · fundraising $34,680
-
12 · Advertising and promotion
total $76,312 · management and general $2,466 · fundraising $73,846
-
13 · Office expenses
total $46,397 · program services $3,322 · management and general $36,864 · fundraising $6,211
-
14 · Information technology
total $57,482 · program services $45,523 · management and general $11,959
-
15 · Royalties
total $0
-
16 · Occupancy
total $247,323 · program services $168,244 · management and general $43,860 · fundraising $35,219
-
17 · Travel
total $77,367 · program services $69,602 · management and general $2,817 · fundraising $4,948
-
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 $15,461 · management and general $15,461
-
23 · Insurance
total $9,977 · management and general $9,977
-
24a · Other expenses: Contracted Artist Dev (SFOA)
total $1,762,993 · program services $1,762,993
-
24b · Other expenses: Hospitality
total $102,863 · program services $33,420 · management and general $8,910 · fundraising $60,533
-
24c · Other expenses: Printing and Publications
total $101,810 · program services $70,779 · management and general $69 · fundraising $30,962
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $452,616 · end of year $428,486
-
2 · Savings and temporary cash investments
beginning of year $1,631,592 · end of year $351,135
-
3 · Pledges and grants receivable
beginning of year $4,250 · end of year $17,300
-
4 · Accounts receivable
end of year $27,122
-
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 $146,095 · end of year $41,675
-
10a · Land, buildings and equipment: cost or other basis
$81,246
-
10b · Land, buildings and equipment: accumulated depreciation
$50,661
-
10c · Land, buildings and equipment, net
beginning of year $38,479 · end of year $30,585
-
11 · Investments: publicly traded securities
beginning of year $40,390,919 · end of year $15,619,479
-
12 · Investments: other securities
beginning of year $2,252,363 · end of year $31,849,719
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $660,631 · end of year $634,144
-
17 · Accounts payable and accrued expenses
beginning of year $123,195 · end of year $62,156
-
25 · Other liabilities
beginning of year $89,555
-
27 · Net assets without donor restrictions
beginning of year $23,460,841 · end of year $25,601,828
-
28 · Net assets with donor restrictions
beginning of year $21,903,354 · end of year $23,335,661
Mission and programs · 2024
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:THE MEROLA OPERA PROGRAM IS A NATIONALLY RECOGNIZED SUMMER TRAINING PROGRAM THAT SELECTS APPROXIMATELY 30 EMERGING OPERA ARTISTS FROM OVER 1,300 APPLICANTS AGED 20 TO 34 THROUGH A COMPETITIVE AUDITION PROCESS. THE 9- TO 12-WEEK PROGRAM PREPARES PARTICIPANTS FOR SUSTAINABLE CAREERS THROUGH VOCAL, DRAMATIC, AND PROFESSIONAL DEVELOPMENT TRAINING. MEROLA ENJOYS A UNIQUE PARTNERSHIP WITH SAN FRANCISCO OPERA, WHERE MANY ALUMNI ADVANCE TO THE PRESTIGIOUS ADLER FELLOWSHIP, AND OTHERS JOIN LEADING OPERA COMPANIES AND TRAINING PROGRAMS NATIONALLY AND INTERNATIONALLY. PARTICIPANTS RECEIVE HOUSING, TRANSPORTATION, TRAINING, AND A WEEKLY STIPEND AT NO COST.
Expenses $2,597,224 · Grants $154,523 · Revenue $167,776
-
THE PROGRAM INTEGRATES TRAINING IN VOCAL STYLE, ROLE INTERPRETATION, ACTING, STAGECRAFT, MOVEMENT, CONDUCTING, PROMPTING, LANGUAGES, AND CAREER DEVELOPMENT, WITH A SPECIAL FOCUS ON HOLISTIC ARTIST PREPARATION. MASTER CLASSES LED BY INTERNATIONALLY RENOWNED FACULTY OFFER DEEP INSIGHT INTO THE CRAFT, WHILE PUBLIC PERFORMANCESINCLUDING FULLY STAGED OPERAS, A SCENES PROGRAM, AND THE MEROLA GRAND FINALEALLOW PARTICIPANTS TO SHOWCASE THEIR GROWTH AND TALENT TO BROAD AUDIENCES.
-
MEROLA PROVIDES THIS TRAINING ENTIRELY FREE TO PARTICIPANTS, FUNDED THROUGH THE SUPPORT OF INDIVIDUAL DONORS, FOUNDATIONS, AND GRANTING AGENCIES. THE PROGRAM EQUIPS ARTISTS WITH A STRONG PROFESSIONAL FOUNDATION AND A CLEAR PATH FORWARD, SUPPORTING THEIR CAREER TRAJECTORIES THROUGH POST-PROGRAM GRANTS, MENTORSHIP, AND A GLOBAL ALUMNI NETWORK.
As filed on the 2024 return.
Listed in Part VII
-
Mark Shattuck
Dir of Finance
- Total calculated
- $194,468
- From this org
- $171,264
- From related orgs
- $0
- Other
- $23,204
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $171,264
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,642
- Nontaxable benefits
- $14,562
- Filer's total
- $194,468
-
Sean Waugh
Exec Director
- Total calculated
- $137,698
- From this org
- $129,161
- From related orgs
- $0
- Other
- $8,537
- Hours/week
- 35
-
Jean Kellogg
Exec Director
- Total calculated
- $58,397
- From this org
- $54,912
- From related orgs
- $0
- Other
- $3,485
- Hours/week
- 35
-
Barbara Bruser Clark
Chair
- Total calculated
- $0
- Hours/week
- 10
-
Patrick Wilken
Vice Chairman
- Total calculated
- $0
- Hours/week
- 5
-
Dr James Cross
President
- Total calculated
- $0
- Hours/week
- 10
-
Ruth Uchimura
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Beatrice Gomory
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Carol Weitz
Secretary
- Total calculated
- $0
- Hours/week
- 10
-
Stephen Zilles
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
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
-
Jeanne Dorward
Director
- Total calculated
- $0
- Hours/week
- 2
-
James Busterud
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Garfinkle
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
-
Zarana Udani
Director
- Total calculated
- $0
- Hours/week
- 2
-
Greer Hopkins
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
-
Dr Pamela Zell Rigg
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dr David D 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
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
- 2024
- Filed
- 19 March 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610789349301316
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