2024-04-26T11:52:49-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 911174712 SEATTLE OPERA FOUNDATION SEAT 2063897600 363 MERCER STREET SEATTLE WA 98109 STEVEN PHELPS PRESIDENT 2063897600 2024-04-25 1 STEVEN PHELPS 999009999 0 DANIELLE WRIGHT P02130156 4254544919 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN PHELPS 363 MERCER STREET SEATTLE WA 98109 3920949 0 X WWW.SEATTLEOPERA.ORG X 1982 WA TO SUPPORT SEATTLE OPERA IN PURSUING ITS EXEMPT PURPOSE THROUGH CONTRIBUTION SUPPORT. 9 9 0 10 0 0 11500 773289 0 0 458345 -964545 0 0 469845 -191256 2097229 1331952 0 0 0 0 0 0 0 118266 109640 2215495 1441592 -1745650 -1632848 25308635 27233252 0 1435 25308635 27231817 TO SUPPORT SEATTLE OPERA IN PURSUING ITS EXEMPT PURPOSE THROUGH CONTRIBUTION SUPPORT. 0 0 1331952 1331952 SEATTLE OPERA FOUNDATION DISTRIBUTIONS PROVIDE SUPPORT EXCLUSIVELY TO SEATTLE OPERA, AN INTERNAL REVENUE CODE 501(C)(3) PUBLIC CHARITY. DURING SEATTLE OPERA'S 2022/2023 SEASON, THE COMPANY WITNESSED CONTINUED GROWTH OF IN-PERSON ATTENDENCE AT MCCAW HALL, TAGNEY JONES HALL, AND OTHER VENUES, ESPECIALLY AS PEOPLE BECAME MORE COMFORTABLE WITH GOING OUT IN PUBLIC. THIS PAST SEASON ROUGHLY 50,000 TOTAL TICKETS WERE SOLD TO MAINSTAGE PERFORMANCES. AMONG THOSE TICKETS, MORE THAN 6,600 WERE NEW PATRONS. 1331952 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WA X X MARISSA BETZ-ZALL 2063897600 363 MERCER STREET SEATTLE WA 98109 X STEVEN C PHELPS PRESIDENT 3.00 2.00 X X 0 0 0 MOYA VAZQUEZ VICE PRESIDENT 3.00 10.00 X X 0 0 0 ANNE REDMAN SECRETARY 3.00 0.00 X X 0 0 0 JAMES D CULLEN TREASURER 3.00 2.00 X X 0 0 0 CHARLES B COSSE BOARD MEMBER 3.00 2.00 X 0 0 0 ELLEN EVANS BOARD MEMBER 3.00 10.00 X 0 0 0 ROBYN GRAD BOARD MEMBER 3.00 0.00 X 0 0 0 JAY LAPIN BOARD MEMBER 3.00 0.00 X 0 0 0 JOSHUA RODRIGUEZ BOARD MEMBER 3.00 10.00 X 0 0 0 JOHN SULLIVAN BOARD MEMBER 3.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 773289 732115 773289 602749 602749 2544911 4112205 -1567294 -1567294 -1567294 -191256 0 0 -964545 1331952 1331952 11763 11763 96048 96048 125 125 1704 1704 1441592 1331952 109640 0 818673 0 0 25200041 26300578 108594 114001 25308635 27233252 0 1435 0 1435 X 13013 -579 25295622 27232396 25308635 27231817 25308635 27233252 X -1632848 3550625 5405 X 0 1 X 0 0 X X 1 SEATTLE OPERA 910760426 7 1 1331952 0 1 1331952 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25308635 773289 2518665 1331952 36820 27231817 30518229 11500 -3005599 2097229 118266 25308635 24279651 1081554 6988811 1817666 14122 30518229 27465554 154677 478192 3803000 15772 24279651 27063611 676632 1512993 1773000 24715 27465554 0.00000 1.00000 0.00000 0 0 0 RELATED PARTY PAYABLES 1435 1435 PART V, LINE 4: SEATTLE OPERA FOUNDATION WAS ESTABLISHED IN 1982 TO HOLD, MANAGE, AND INVEST AN ENDOWMENT THAT EXCLUSIVELY BENEFITS SEATTLE OPERA. CONTRIBUTIONS TO THE ENDOWMENT ARE CONSIDERED DONOR RESTRICTED FOR ENDOWMENT PURPOSES UNLESS OTHERWISE STIPULATED BY THE DONOR. THE ENDOWMENT INCLUDES PURPOSE-RESTRICTED FUNDS BASED ON DONOR INTENT. UNDER A SPENDING POLICY ESTABLISHED BY THE FOUNDATION BOARD, INCOME FROM THE INVESTMENT OF THESE FUNDS SUPPORTS EITHER THE GENERAL OPERATIONS OR SPECIFIC PROGRAMS OF SEATTLE OPERA, IN ACCORDANCE WITH DONOR STIPULATIONS. 1 SEATTLE OPERA 363 MERCER ST SEATTLE WA 98109 910760426 501(C)(3) 1331952 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: THE SEATTLE OPERA FOUNDATION HAS AN INDEPENDENT BOARD THAT MONITORS, INVESTS, AND DISTRIBUTES CONTRIBUTED FUNDS FOR SEATTLE OPERA'S GENERAL OPERATIONS AND SPECIFIC PROGRAMS BASED ON DONOR STIPULATIONS. X 1 732115 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): NUMBER OF CONTRIBUTORS OF SECURITIES REPRESENTS THE NUMBER OF SEPARATE GIFTS RECEIVED. FORM 990, PART I, LINE 6: VOLUNTEERS CONSIST OF UNCOMPENSATED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A PDF OF THE FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE 990, EXCLUDING SCHEDULE B CONTRIBUTORS, AND SUPPORTING SCHEDULES WAS PROVIDED TO THE SEATTLE OPERA AUDIT COMMITTEE AND ALL FOUNDATION BOARD MEMBERS FOR REVIEW AND COMMENT FOLLOWING PREPARATION OF THE RETURN BY A PUBLIC ACCOUNTING FIRM AND REVIEW BY MANAGEMENT. SINCE THE SEATTLE OPERA AND SEATTLE OPERA FOUNDATION FINANCIAL STATEMENTS ARE CONSOLIDATED, THE SEATTLE OPERA AUDIT COMMITTEE TAKES RESPONSIBILITY FOR REVIEWING BOTH THE FINANCIAL STATEMENTS AND THE TAX RETURNS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW ALL REAL AND POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO MITIGATE OR ELIMINATE THEM. BOARD MEMBERS WITH ANY PERCEIVED CONFLICT OF INTEREST RECUSE THEMSELVES FROM VOTING ON RELATED SUBJECTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST INSTRUMENTS 5,405. SEATTLE OPERA 363 MERCER STREET SEATTLE WA 98109 910760426 OPERA PERFORMANCE WA 501(C)(3) LINE 7 N/A 0 SONG & DANCE LLC 321 MERCER STREET SEATTLE WA 98109 710903362 RETAIL WA N/A 0 0 CHARITABLE REMAINDER TRUST (1) MANAGE INVESTMENTS WA SEATTLE OPERA FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0