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Nonprofiteer
← THE SANTA FE OPERA

Form 990 for tax year 2022

Filed by THE SANTA FE OPERA.

Totals

Total revenue
$37,298,412
Total expenses
$30,967,198
Contributions and grants received
$19,280,868
Grants paid
$0
Program services expenses (Part IX)
$23,098,629
Management and general expenses
$6,097,084
Fundraising expenses
$1,771,485
Program service expenses (Part III)
$23,098,629

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SUSAN G MARINEAU

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • FREDERICK R HAAS

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • JOHN M HAUPERT

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • ROBERT VLADEM

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • SARAH BILLINGHURST SOLOMON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • EUGENE STARK JR

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DANNEHL TWOMEY

    VICE PRESIDENT (THRU 02/23)

    Total calculated
    $0
    Hours/week
    5

  • LYNN J LOACKER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • BRUCE CHEMEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • MEG BOULWARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH M BRYAN JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J BRUCE BUGG JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN ESCO CHANDLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD H DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EIVIND DJUPEDAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA J DUNCAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID F ERTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTINA J FLANAGAN

    DIRECTOR (THROUGH 08/23)

    Total calculated
    $0
    Hours/week
    1

  • A CHARLES FORTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER B FRANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD T GARCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARC GELLER

    DIRECTOR (THROUGH 09/22/23)

    Total calculated
    $0
    Hours/week
    1

  • CHESTER A GOUGIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GUY L GRONQUIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA HANKINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARITA HINDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HENRY JACOBS

    DIRECTOR (THROUGH 02/23)

    Total calculated
    $0
    Hours/week
    1

  • DR WALTER L KIRCHNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIRANDA Y LIND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LIDDIE MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA MCCREARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE MENZIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES MOORE

    DIRECTOR (THROUGH 11/22)

    Total calculated
    $0
    Hours/week
    1

  • LILLIAN MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLENN OSTERGAARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOMINIC PASCHEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ESTEVAN RAEL-GALVEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERTA COOPER RAMO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAREY RAMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RIZZO

    DIRECTOR (THROUGH 05/23)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ROBBINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE ROSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES SEITZ JR

    DIRECTOR (THROUGH 07/23)

    Total calculated
    $0
    Hours/week
    1

  • HARRIS SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IRWIN SUGARMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • T PETER TOWNSEND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MEYA

    GENERAL DIRECTOR

    Total calculated
    $597,563
    From this org
    $535,293
    From related orgs
    $0
    Other
    $62,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $495,293
    Bonus
    $40,000
    Other
    $0
    Deferred
    $31,500
    Nontaxable benefits
    $30,770
    Filer's total
    $597,563

  • HEATHER KEMP

    CHIEF FINANCIAL OFFICER

    Total calculated
    $244,844
    From this org
    $204,374
    From related orgs
    $0
    Other
    $40,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,374
    Bonus
    $5,000
    Other
    $0
    Deferred
    $29,860
    Nontaxable benefits
    $10,610
    Filer's total
    $244,844

  • ALLISON SWENSON

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $201,498
    From this org
    $179,596
    From related orgs
    $0
    Other
    $21,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,596
    Bonus
    $5,000
    Other
    $0
    Deferred
    $21,902
    Nontaxable benefits
    $0
    Filer's total
    $201,498

  • HARRY BICKET

    MUSIC DIRECTOR

    Total calculated
    $255,000
    From this org
    $255,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $255,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $255,000

  • MICHAEL GARY

    DIRECTOR OF INSTITUTIONAL GIVING

    Total calculated
    $162,766
    From this org
    $147,093
    From related orgs
    $0
    Other
    $15,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,093
    Bonus
    $2,000
    Other
    $0
    Deferred
    $5,063
    Nontaxable benefits
    $10,610
    Filer's total
    $162,766

  • DAVID LOMELI

    CHIEF ARTISTIC OFFICER

    Total calculated
    $228,452
    From this org
    $197,682
    From related orgs
    $0
    Other
    $30,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,682
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,770
    Filer's total
    $228,452

  • CHRISTOPHER HUFNAGEL

    DIRECTOR OF OPERATIONS

    Total calculated
    $151,679
    From this org
    $133,095
    From related orgs
    $0
    Other
    $18,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,095
    Bonus
    $5,000
    Other
    $0
    Deferred
    $18,584
    Nontaxable benefits
    $0
    Filer's total
    $151,679

  • CHELSEA DENNIS

    DIR. OF PRODUCTION (THRU 7/31/23)

    Total calculated
    $164,907
    From this org
    $129,362
    From related orgs
    $0
    Other
    $35,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,362
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,775
    Nontaxable benefits
    $30,770
    Filer's total
    $164,907

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 — 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE SANTA FE OPERA OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE OPERA'S FACILITIES. THE CLOSE PROXIMITY OF THE RESIDENCE AND THE GENERAL DIRECTOR LIVING THEREIN HAVE IMPORTANT BENEFITS FOR THE OPERA. THE GENERAL DIRECTOR IS THEREBY AVAILABLE ON SHORT NOTICE FOR IMPORTANT BUSINESS ON THE OPERA GROUNDS AS WELL AS IS ABLE TO ENTERTAIN AND MEET WITH THE OPERA'S GUESTS, ARTISTIC PARTNERS AND STAFF. THE GENERAL DIRECTOR, AS A CONDITION OF EMPLOYMENT, IS REQUIRED BY THE OPERA TO RESIDE IN THE GENERAL DIRECTOR'S RESIDENCE. THE SANTA FE OPERA REPORTS TO THE INTERNAL REVENUE SERVICE AS COMPENSATION TO THE GENERAL DIRECTOR ADDITIONAL TAXABLE INCOME FOR THE FAIR MARKET RENTAL VALUE AND UTILITY COSTS OF THE PREMISES. THE OPERA HAS AGREED TO REIMBURSE THE GENERAL DIRECTOR FOR ANY OUT-OF-POCKET COSTS INCURRED DURING THE USE OF THE GENERAL DIRECTOR'S RESIDENCE FOR OPERA BUSINESS. DETAILED RECORDS ARE REQUIRED TO BE MAINTAINED OF THE OPERA'S OFFICIAL USE OF THE RESIDENCE AND SUBMITTED TO THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER. THE TAX INDEMNIFICATION AND GROSS UP PAYMENTS REPRESENT THE TAX PAID BY THE OPERA, AND INCLUDED IN ROBERT MEYA'S W-2, TO COVER THE TAX ON THE HOUSING ALLOWANCE. THE HOUSING IS VALUED AT $84,000, AND THE GROSS-UP IS VALUED AT $56,702.
PART I, LINE 7
BONUS AMOUNTS WERE DETERMINED ON A DISCRETIONARY BASIS. THE COMPENSATION COMMITTEE DETERMINED THE BONUS FOR THE GENERAL DIRECTOR.

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
12 August 2024
IRS schema version
2022v5.0
Source object
202422269349301972

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

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