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Nonprofiteer
← THE SANTA FE OPERA

Form 990 for tax year 2023

Filed by THE SANTA FE OPERA.

Totals

Total revenue
$35,085,503
Total expenses
$31,751,487
Contributions and grants received
$16,864,537
Grants paid
$0
Program services expenses (Part IX)
$24,431,824
Management and general expenses
$5,228,483
Fundraising expenses
$2,091,180
Program service expenses (Part III)
$24,431,824

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SUSAN G MARINEAU

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • FREDERICK R HAAS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5
  • BRUCE CHEMEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • JOHN M HAUPERT

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • ROBERT J VLADEM

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • SARAH BILLINGHURST SOLOMON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • EUGENE E STARK JR

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • LYNN LOACKER

    PRESIDENT

    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
  • DAVID B DILLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • EIVIND K 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
  • 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
  • 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
  • MARIANNE KAH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • 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 A MCCREARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEVE MENZIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LILLIAN MONTOYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SUSAN F MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GLENN A 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 R RAMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL ROBBINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BRUCE ROSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HARRIS SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • IRWIN J SUGARMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERT L TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CHERYL L WILLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • T PETER TOWNSEND

    DIRECTOR (THROUGH 01/23/2024)

    Total calculated
    $0
    Hours/week
    1
  • ROBERT MEYA

    GENERAL DIRECTOR

    Total calculated
    $592,486
    From this org
    $530,961
    From related orgs
    $0
    Other
    $61,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,000
    Bonus
    $0
    Other
    $130,961
    Deferred
    $32,938
    Nontaxable benefits
    $28,587
    Filer's total
    $592,486
  • HEATHER KEMP

    CHIEF FINANCIAL OFFICER

    Total calculated
    $248,943
    From this org
    $207,396
    From related orgs
    $0
    Other
    $41,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,396
    Bonus
    $0
    Other
    $0
    Deferred
    $31,690
    Nontaxable benefits
    $9,857
    Filer's total
    $248,943
  • HARRY BICKET

    MUSIC DIRECTOR

    Total calculated
    $263,654
    From this org
    $263,654
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,654
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $263,654
  • DAVID LOMELI

    CHIEF ARTISTIC ADVISOR

    Total calculated
    $217,847
    From this org
    $189,260
    From related orgs
    $0
    Other
    $28,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,260
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,587
    Filer's total
    $217,847
  • MICHAEL GARY

    DIRECTOR OF INSTITUTIONAL GIVING

    Total calculated
    $139,320
    From this org
    $124,400
    From related orgs
    $0
    Other
    $14,920
    Hours/week
    40
  • CHRISTOPHER HUFNAGEL

    DIRECTOR OF OPERATIONS

    Total calculated
    $158,364
    From this org
    $133,196
    From related orgs
    $0
    Other
    $25,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,196
    Bonus
    $0
    Other
    $0
    Deferred
    $19,084
    Nontaxable benefits
    $6,084
    Filer's total
    $158,364
  • ELIZABETH KELLOGG

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $146,199
    From this org
    $130,375
    From related orgs
    $0
    Other
    $15,824
    Hours/week
    40
  • ALLISON H SWENSON

    DIR. OF DEVELOPMENT (THRU 2/10/2023)

    Total calculated
    $118,965
    From this org
    $115,985
    From related orgs
    $0
    Other
    $2,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,985
    Bonus
    $0
    Other
    $0
    Deferred
    $2,980
    Nontaxable benefits
    $0
    Filer's total
    $118,965

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

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
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'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
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202542179349301429

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

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