2024-06-08T00:36:01-05:00 2023-07-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-08-01 940836240 SAN FRANCISCO OPERA ASSOCIATION SANF 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 MATTHEW SHILVOCK CEO 4155653295 2024-06-03 1 MATTHEW SHILVOCK 999009999 1 KATY BROWN P00650274 9257902600 2024-05-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW SHILVOCK 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 117988478 0 X WWW.SFOPERA.COM X 1923 CA THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OF THE MOST IMPORTANT OPERATIC ORGANIZATIONS IN THE UNITED STATES. GREAT SINGING, OUTSTANDING CONDUCTING AND PRODUCTIONS SENSITIVE TO THE MUSIC ARE CORE VALUES OF THE OPERA. THE OPERA PERPETUATES ITS LEGACY THROUGH THE TRAINING OF YOUNG ARTISTS, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT. 75 74 913 464 -443658 0 64281159 54207581 10422316 19107753 13560339 12874205 112288 -853845 88376102 85335694 0 0 0 0 51102452 70498850 168250 18321 5865157 17359666 27885604 68630368 98402775 19745734 -13067081 340733171 346916574 26233200 34487962 314499971 312428612 X WE BELIEVE OPERA IS A UNIQUELY COMPELLING, ENTERTAINING AND EMOTIONALLY THRILLING ART FORM. OUR MISSION IS TO BRING TOGETHER GROWING AUDIENCES TO EXPERIENCE OPERA'S TRANSFORMATIVE POWER. 0 0 70502283 16251396 PRODUCTION AND ARTISTIC ACCOMPLISHMENTS SAN FRANCISCO OPERA'S 2022-23 SEASON BEGAN ON SEPTEMBER 9, 2022 WITH OPERA BALL: THE CENTENNIAL CELEBRATION, A GALA TO CELEBRATE THE COMPANY'S 100TH SEASON WHICH FEATURED NADINE SIERRA, MICHAEL FABIANO, PENE PATI, AND LUCAS MEACHEM LED BY COMPANY MUSIC DIRECTOR EUN SUN KIM CONDUCTING THE SAN FRANCISCO OPERA ORCHESTRA.THE 2022-23 SEASON CONSISTED OF EIGHT OPERAS ON THE MAINSTAGE, MULTIPLE CONCERTS ON A VARIETY OF STAGES, A MOBILE PRODUCTION THAT VISITED FOUR VENUES AROUND THE BAY AREA, AND A ROBUST SCHEDULE OF ANCILLARY EVENTS CONNECTED TO THE CELEBRATION OF SAN FRANCISCO OPERA'S CENTENARY AND LAUNCH OF ITS SECOND CENTURY. PROVIDING ADDITIONAL ACCESS TO THE COMPANY'S OFFERINGS, EACH OPERA AND THE TWO CENTENNIAL (SEE SCHEDULE O) CONCERTS WERE LIVE-STREAMED AROUND THE WORLD.THE FIRST OPERA OF THE SEASON, OPENING ON SEPTEMBER 10, WAS THE WORLD PREMIERE OF JOHN ADAMS' ANTONY AND CLEOPATRA, A WORK THAT WAS COMMISSIONED BY SAN FRANCISCO OPERA TO INAUGURATE ITS 100TH SEASON. THE CAST FEATURED GERALD FINLEY, AMINA EDRIS, PAUL APPLEBY, ALFRED WALKER, AND ELIZABETH DESHONG IN A PRODUCTION DIRECTED BY ELKHANAH PULITZER WITH MUSIC DIRECTOR EUN SUN KIM CONDUCTING. ON SEPTEMBER 25, THE FAMOUS ROBERT CARSEN PRODUCTION OF TCHAIKOVSKY'S EUGENE ONEGIN WAS PRESENTED FOR THE FIRST TIME IN SAN FRANCISCO STARRING EVGENIA MURAVEVA, GORDON BINTNER, EVAN LEROY JOHNSON, AND AIGUL AKHMETSHINA UNDER THE BATON OF VASSILIS CHRISTOPOULOS. IN OCTOBER, POULENC'S DIALOGUES OF THE CARMELITES, AN OPERA THAT HAD ITS US PREMIERE BY SAN FRANCISCO OPERA IN 1957, RETURNED TO THE STAGE WITH A POWERFUL CAST LED BY HEIDI STOBER, MICHAELA SCHUSTER, DEANNA BREIWICK, MELODY MOORE, AND MICHELLE BRADLEY IN THE OLIVIER PY PRODUCTION AND EUN SUN KIM ON THE CONDUCTOR'S PODIUM. NOVEMBER SAW THE PREMIERES OF TWO NEW PRODUCTIONS BUILT BY THE COMPANY'S CRAFTSPEOPLE IN ITS SCENERY AND COSTUME SHOPS. ON NOVEMBER 11, THE CURTAIN ROSE ON THE NEW STAGING OF VERDI'S LA TRAVIATA BY DIRECTOR SHAWNA LUCEY AND DESIGNER ROBERT INNES HOPKINS FOR AUDIENCES IN THE WAR MEMORIAL OPERA HOUSE AND, THROUGH AN OPERA AT THE BALLPARK SIMULCAST, ON THE FIELD AND IN THE STANDS AT ORACLE PARK, THE HOME OF THE SAN FRANCISCO GIANTS. THE OPERA FEATURED THE DEBUTS OF PRETTY YENDE, JONATHAN TETELMAN, SIMONE PIAZZOLA IN THE LEADING ROLES AND EUN SUN KIM CONDUCTING. THE NEW PRODUCTION OF GLUCK'S ORPHEUS AND EURYDICE, AN OPERA ONLY STAGED ONCE BEFORE IN COMPANY HISTORY, WAS BY DIRECTOR MATTHEW OZAWA AND CHOREOGRAPHER RENA BUTLER WITH PETER WHELAN CONDUCTING A CAST FEATURING COUNTERTENOR JAKUB JOZEF ORLINSKI AS ORPHEUS WITH MEIGUI ZHANG, NICOLE HEASTON, SAN FRANCISCO OPERA DANCE CORPS, AND THE SAN FRANCISCO OPERA CHORUS UNDER COMPANY CHORUS DIRECTOR JOHN KEENE.THE 2023 SUMMER SEASON COMMENCED JUNE 3 WITH A NEW CO-PRODUCTION OF PUCCINI'S MADAMA BUTTERFLY BY DIRECTOR AMON MIYAMOTO AND CONDUCTED BY EUN SUN KIM FEATURING KARAH SON, MICHAEL FABIANO, LUCAS MEACHEM, AND HYONA KIM. ON JUNE 4, STRAUSS' DIE FRAU OHNE SCHATTEN, ANOTHER MASTERPIECE THAT HAD ITS AMERICAN PREMIERE BY SAN FRANCISCO OPERA IN THE 1950S, WAS PRESENTED WITH A CAST HEADED BY CAMILLA NYLUND, NINA STEMME, LINDA WATSON, DAVID BUTT PHILIP, AND JOHN REUTER UNDER THE BATON OF FORMER COMPANY MUSIC DIRECTOR DONALD RUNNICLES IN THE PRODUCTION BY ICONIC VISUAL ARTIST DAVID HOCKNEY. THE FINAL OPERA OF THE SEASON WAS, LIKE THE OPENER ANTONY AND CLEOPATRA, A NEW WORK COMMISSIONED BY SAN FRANCISCO OPERA FOR THE CELEBRATION OF ITS MILESTONE 100TH SEASON. EL ULTIMO SUENO DE FRIDA Y DIEGO BY COMPOSER GABRIELA LENA FRANK AND LIBRETTIST NILO CRUZ HAD ITS LOCAL PREMIERE IN LORENA MAZA'S PRODUCTION, CONDUCTED BY ROBERTO KALB, AND STARRING DANIELA MACK, ALFREDO DAZA, YARITZA VELIZ, AND JAKE INGBAR.ON JUNE 16, THE COMPANY PRESENTED THE 100TH ANNIVERSARY CONCERT, A CELEBRATORY GALA EVENT FEATURING 15 LEADING OPERATIC SOLOISTS AND 3 CONDUCTORS WITH THE SAN FRANCISCO OPERA ORCHESTRA AND CHORUS IN A PROGRAM THAT WAS AUGMENTED BY PROJECTED IMAGES SHOWING KEY MOMENTS AND PERFORMERS FROM THE COMPANY'S FIRST 100 YEARS. THE ROSTER FOR THIS ONCE-IN-A-CENTURY AGGREGATION OF OPERATIC TALENTS FEATURED KARITA MATTILA, AILYN PEREZ, PATRICIA RACETTE, NINA STEMME, HEIDI STOBER, ADELA ZAHARIA, SUSAN GRAHAM, DANIELA MACK, LAWRENCE BROWNLEE, MICHAEL FABIANO, BRANDON JOVANOVICH, RUSSELL THOMAS, LUCAS MEACHEM, BRIAN MULLIGAN, CHRISTIAN VAN HORN AND CONDUCTORS EUN SUN KIM, DONALD RUNNICLES, AND PATRICK SUMMERS. THE CONCERT WAS LIVESTREAMED AND A SPECIAL DINNER WITH THE ARTISTS BENEFIT WAS HELD AFTERWARDS.ALONG WITH ITS MAINSTAGE OPERA AND CONCERT PRESENTATIONS, THE COMPANY CELEBRATED THE LAUNCH OF THE 2022-23 SEASON ON SEPTEMBER 11 WITH ITS ANNUAL FREE OPERA IN THE PARK CONCERT FEATURING ARTISTS FROM THE FALL SEASON WITH EUN SUN KIM CONDUCTING THE SAN FRANCISCO OPERA ORCHESTRA. THE COMPANY SHOWCASED THE ARTISTS OF THE SAN FRANCISCO OPERA CHORUS AND ITS RESIDENT ARTISTS, THE ADLER FELLOWS, IN CONCERTS IN DIFFERENT VENUES. CHORUS DIRECTOR JOHN KEENE LED HIS FIRST CHORUS CONCERT AT THE TAUBE ATRIUM THEATER ON DECEMBER 4. THE ADLER FELLOWS WERE FEATURED IN A YEAR-END CONCERT, THE FUTURE IS NOW, AT HERBST THEATER ON DECEMBER 2 CONDUCTED BY EUN SUN KIM LEADING THE SAN FRANCISCO OPERA ORCHESTRA. SEVERAL ANCILLARY PROGRAMS WERE UNVEILED TO ENGAGE THE COMMUNITY IN CENTENNIAL CELEBRATIONS AND SHARE SAN FRANCISCO OPERA'S HISTORY WIDELY. A SPECIAL MOBILE STAGE PRODUCTION OF PUCCINI'S LA BOHEME WAS CREATED TO PRESENT A FREE, HOUR-LONG PERFORMANCE OF THE OPERA WITH A CAST OF ADLER FELLOWS AND INVITED ARTISTS. THE BOHEME OUT OF THE BOX PERFORMANCES WERE GIVEN IN ALAMEDA, SOUTH SAN FRANCISCO, LOS GATOS, AND DUBLIN IN THE SPRING OF 2023. A COMMUNITY OPEN HOUSE ON OCTOBER 23 INVITED MEMBERS OF THE BAY AREA COMMUNITY TO EXPLORE THE OPERA HOUSE AND ENGAGE IN CRAFTS, LEARN ABOUT HOW OPERA IS MADE, AND TO WALK ACROSS THE STAGE WITH COMPANY MEMBERS AS THEIR GUIDES. A STORYTELLING WORKSHOP, THE OPERA IN YOU, WAS LAUNCHED IN PARTNERSHIP WITH THE SAN FRANCISCO PUBLIC LIBRARY. NUMEROUS WEEKEND WORKSHOPS WERE HELD IN THE FALL OF 2022 THAT CULMINATED IN AN APRIL 22 FREE STORYTELLING SHOWCASE AT THE GREEN ROOM IN THE VETERANS BUILDING. TO SHARE THE COMPANY'S GREAT HISTORY, STREAMING THE FIRST CENTURY WAS LAUNCHED IN SEPTEMBER 2022 WITH FOUR RELEASES OF HISTORICAL PERFORMANCES, INTERVIEWS, AND NEWLY COMMISSIONED ESSAYS. THE PROJECT MADE 8 COMPLETE SAN FRANCISCO OPERA PERFORMANCES AND 25 EXCERPTED PERFORMANCES AVAILABLE FOR FREE STREAMING AND OTHER DIGITAL CONTENT AVAILABLE ON A SPECIAL WEBSITE, SFOPERA.COM/FIRSTCENTURY. ADDITIONALLY, THREE MUSEUM EXHIBITIONS DEVOTED TO THE HISTORY OF SAN FRANCISCO OPERA WERE MOUNTED DURING THE SEASON AT THE SFO MUSEUM AT THE SAN FRANCISCO INTERNATIONAL AIRPORT, THE MUSEO ITALO AMERICANO, AND THE SAN FRANCISCO PUBLIC LIBRARY.THE COMPANY'S IN SONG VIDEO PORTRAIT SERIES, WHICH WAS LAUNCHED IN 2021 WITH LUMAHAI PRODUCTIONS AND NOMINATED FOR TWO WEBBY AWARDS AND WON THE WEBBY'S "PEOPLE'S VOICE AWARD" IN 2022, CONTINUED WITH TWO NEW EPISODES. SOPRANO PRETTY YENDE WAS FEATURED IN A 19-MINUTE FILM THAT FOLLOWS HER RETURN AND CONNECTION WITH FAMILY, CONGREGATION AND SCHOOL IN HER NATIVE SOUTH AFRICA. THE OTHER NEW INSTALLMENT IN THE IN SONG SERIES WAS SHOT ON LOCATION IN BUENOS AIRES AND SPOTLIGHTS DANIELA MACK AS SHE TRACES HER FAMILIAL AND MUSICAL ROOTS, PERFORMING ART SONGS AND TANGO.SAN FRANCISO OPERA'S 2022-23 SEASON MARKED ONLY THE THIRD TIME THAT AN AMERICAN OPERA COMPANY REACHED ITS 100TH SEASON. THE HISTORIC SEASON WITNESSED NUMEROUS EVENTS AT THE WAR MEMORIAL OPERA HOUSE, ATRIUM THEATER, HERBST THEATRE, GOLDEN GATE PARK, PUBLIC SPACES IN THE BAY AREA COMMUNITIES OF ALAMEDA, SOUTH SAN FRANCISCO, LOS GATOS, AND DUBLIN, AND ONLINE VIEWING FROM MUSIC LOVERS IN 44 US STATES AND 22 COUNTRIES AROUND THE WORLD. 3301804 1715567 OPERA CENTER (TRAINING AND PROFESSIONAL DEVELOPMENT) THE OPERA SUPPORTS AN INTERNATIONALLY RECOGNIZED TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAM, THE ADLER FELLOWSHIP PROGRAM. THE ADLER FELLOWSHIP PROGRAM IS A PERFORMANCE-ORIENTED RESIDENCY OF TWO YEARS OFFERING ADVANCED YOUNG ARTISTS INTENSIVE INDIVIDUAL TRAINING, COACHING, PROFESSIONAL SEMINARS, AND A WIDE RANGE OF PERFORMANCE OPPORTUNITIES. ADLER FELLOWS GAIN VALUABLE PROFESSIONAL EXPERIENCE BY PERFORMING ROLES OF INCREASING IMPORTANCE IN THE OPERA'S MAIN-STAGE SEASON. IN ADDITION TO PERFORMANCES ON THE MAIN STAGE, SELECTED ADLER FELLOWS ARE FEATURED IN THE SCHWABACHER RECITAL SERIES. THE ADLER SEASON CULMINATES IN AN ADLER FELLOWS CONCERT.ALUMNI FROM THE ADLER PROGRAM INCLUDE: SOPRANOS LEAH (SEE SCHEDULE O) CROCETTO, NANCY GUSTAFSON, PATRICIA RACETTE, NADINE SIERRA, RUTH ANN SWENSON, ELZA VAN DEN HEEVER, AND DEBORAH VOIGT; MEZZO-SOPRANOS ZHENG CAO AND DOLORA ZAJICK; TENORS BRIAN JAGDE, SEAN PANIKKAR, AND NOAH STEWART; COUNTERTENOR BRIAN ASAWA; BARITONES MARK DELAVAN AND LUCAS MEACHEM; AND BASS-BARITONES MONTE PEDERSON AND JOHN RELYEA. THE SAN FRANCISCO OPERA ALSO SUPPORTS THE MEROLA OPERA PROGRAM FOR ASPIRING PROFESSIONALS, OFFERING UP-AND-COMING SINGERS, COACH-ACCOMPANISTS AND STAGE DIRECTORS THE OPPORTUNITY OF INTENSE STUDY AND PERFORMANCE DURING AN ELEVEN-WEEK SUMMER PROGRAM.THE OPERA'S COMMITMENT TO PROVIDING MUSIC EDUCATION AND ENRICHMENT OPPORTUNITIES TO STUDENTS, TEACHERS, YOUNG AUDIENCES, AND ADULTS CONTINUED IN A MYRIAD OF SCHOOL AND FAMILY PROGRAMS AND ONLINE RESOURCES. THE SAN FRANCISCO OPERA AND OPERA GUILD BRING OPERA AND MUSIC EDUCATION TO STUDENTS AND INDIVIDUALS THROUGHOUT NORTHERN CALIFORNIA. 1339597 17000 ELECTRONIC MEDIA - THE OBJECTIVE OF THIS INITIATIVE IS TO EXTEND THE COMPANY'S AUDIENCE THROUGH TELEVISION AND RADIO BROADCASTS, HOME VIDEO PRODUCTS, LOCAL SIMULCASTS, CINEMA PRESENTATIONS, WEB VIDEOS, AND IN-HOUSE HD COVERAGE. THE COMPANY'S PIONEERING LOBBYVISION PROVIDES AUDIENCES A VIEW OF THE STAGE FROM VARIOUS LOCATIONS FRONT OF HOUSE WITH SCREENS SHOWING REAL-TIME HD VIDEO AND SUBTITLES. 1380964 1380964 75143684 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 359 0 1 913 1 1 1 1 CJ 0 0 0 1 1 0 0 0 1 0 0 0 X 75 74 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X MICHAEL SIMPSON 4155653295 301 VAN NESS AVENUE SAN FRANCISCO CA 941024509 MATTHEW SHILVOCK CEO/GENERAL DIRECTOR 60.00 X X 596039 0 40191 EUN SUN KIM CAROLINE H. HUME MUSIC DIRECTOR 60.00 X 578673 0 19949 MICHAEL SIMPSON MANAGING DIRECTOR: ADMIN/CFO 60.00 X 341565 0 37067 LISA BURY CHIEF PHILANTHROPY OFFICER 60.00 X 341181 0 14411 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 60.00 X 262850 0 68384 JOHN DEL BONO SCENE SHOP FOREMAN 60.00 X 248106 0 64910 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 60.00 X 277280 0 32845 DAVID HATCH MASTER CARPENTER 60.00 X 232832 0 60575 LORI HARRISON MASTER OF PROPERTIES 60.00 X 231439 0 60170 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 60.00 X 266231 0 24499 THERESA VON KLUG CHIEF OPERATING OFFICER 60.00 X 180810 0 11795 KATHRYN APPLETON FORMER DIRECTOR OF MARKETING 60.00 X 134804 0 19384 JOHN A GUNN OFFICER OF THE BOARD-CHAIRMAN 5.00 X X 0 0 0 REID W DENNIS OFFICER OF THE BOARD-CHAIR EMERITUS 5.00 X 0 0 0 FRANKLIN PITCH JOHNSON JR OFFICER OF THE BOARD-CHAIR EMERITUS 5.00 X X 0 0 0 KEITH B GEESLIN OFFICER OF THE ASSN-PRESIDENT 5.00 X X 0 0 0 JACK CALHOUN OFFICER OF THE ASSN-PRESIDENT-ELECT 5.00 X X 0 0 0 DR WILLIAM M COUGHRAN JR OFFICER OF THE ASSN-TREASURER 5.00 X X 0 0 0 KAREN J KUBIN OFFICER OF THE ASSN-SECRETARY 5.00 X X 0 0 0 SUSAN ANDERSON-NORBY DIRECTOR 1.00 X 0 0 0 HELEN BERGGRUEN DIRECTOR 1.00 X 0 0 0 CLAIRE WRENN BOBROW DIRECTOR 1.00 X 0 0 0 ROMANA BRACCO DIRECTOR 1.00 X 0 0 0 BARBARA BRUSER CLARK DIRECTOR/MEROLA OPERA PROGRAM PRESIDENT 1.00 X 0 0 0 NANIETTE HELENE COLEMAN DIRECTOR 1.00 X 0 0 0 ARIF DAMJI DIRECTOR 1.00 X 0 0 0 JAYNE C DAVIS DIRECTOR 1.00 X 0 0 0 IRA DEARING DIRECTOR (THRU 01/23) 1.00 X 0 0 0 JEROME L DODSON DIRECTOR 1.00 X 0 0 0 CAROL PUCCI DOLL DIRECTOR 1.00 X 0 0 0 DIXON DOLL DIRECTOR 1.00 X 0 0 0 VALERIE CRANE DORFMAN DIRECTOR 1.00 X 0 0 0 ROBERT A ELLIS DIRECTOR 1.00 X 0 0 0 LISA ERDBERG DIRECTOR 1.00 X 0 0 0 PETER FENTON DIRECTOR 1.00 X 0 0 0 SARAH FENTON DIRECTOR 1.00 X 0 0 0 ANNA FIELER DIRECTOR 1.00 X 0 0 0 MARGARITA GANDIA DIRECTOR 1.00 X 0 0 0 SUSAN GRAHAM JOHNSTON DIRECTOR 1.00 X 0 0 0 LOUISE GUND DIRECTOR 1.00 X 0 0 0 OMAR GUO DIRECTOR/BRAVO! COUNCIL CHAIR 1.00 X 0 0 0 GRETCHEN WOLFE HANSEN DIRECTOR 1.00 X 0 0 0 JANE M HARTLEY DIRECTOR 1.00 X 0 0 0 I CRAIG HENDERSON MD DIRECTOR 1.00 X 0 0 0 JOHN HENDRICKSON DIRECTOR 1.00 X 0 0 0 DOREEN WOO HO DIRECTOR 1.00 X 0 0 0 CHARLES EDWARD HUDSON III DIRECTOR 1.00 X 0 0 0 SYLVIA HUGHES DIRECTOR 1.00 X 0 0 0 GEORGE H HUME DIRECTOR 1.00 X 0 0 0 J BURGESS JAMIESON DIRECTOR 1.00 X 0 0 0 TIMOTHY F KAHN DIRECTOR 1.00 X 0 0 0 CHOONGJIA 'MARIA' KAHNG DRIECTOR 1.00 X 0 0 0 LAWRENCE A KERN DIRECTOR 1.00 X 0 0 0 MARK R KROLL DIRECTOR 1.00 X 0 0 0 THOMAS A LARSEN DIRECTOR 1.00 X 0 0 0 SYLVIA R LINDSEY DIRECTOR 1.00 X 0 0 0 MRS CYNTHIA SNORF LIVERMORE DIRECTOR 1.00 X 0 0 0 HON RICHARD C LIVERMORE DIRECTOR 1.00 X 0 0 0 SUSAN MARINEAU DIRECTOR 1.00 X 0 0 0 J PATTERSON MCBAINE DIRECTOR 1.00 X 0 0 0 PATRICK MCCABE DIRECTOR 1.00 X 0 0 0 ANNE G MCWILLIAMS DIRECTOR 1.00 X 0 0 0 TERESA MEDEARIS DIRECTOR 1.00 X 0 0 0 HELEN MEYER DIRECTOR 1.00 X 0 0 0 KARL O MILLS DIRECTOR 1.00 X 0 0 0 JUSTIN MOORE DIRECTOR 1.00 X 0 0 0 MARYAM MUDUROGLU DIRECTOR & GUILD PRESIDENT 1.00 X 0 0 0 NANCY S MUELLER DIRECTOR 1.00 X 0 0 0 JANET NAPOLITANO DIRECTOR 1.00 X 0 0 0 BEN NELSON DIRECTOR 1.00 X 0 0 0 J BOYCE NUTE DIRECTOR 1.00 X 0 0 0 BERNARD OSHER DIRECTOR 1.00 X 0 0 0 JASON PHILLIPS DIRECTOR 1.00 X 0 0 0 ANNE BRANDEIS POPKIN DIRECTOR 1.00 X 0 0 0 MARY A POWELL DIRECTOR 1.00 X 0 0 0 RICHARD J RIGG PHD DIRECTOR 1.00 X 0 0 0 CP RUSSELL DIRECTOR 1.00 X 0 0 0 BILL RUSSELL-SHAPIRO DIRECTOR 1.00 X 0 0 0 JACK SCHAFER DIRECTOR 1.00 X 0 0 0 RUTH A SHORT DIRECTOR 1.00 X 0 0 0 WILLIAM R STENSRUD DIRECTOR 1.00 X 0 0 0 MRS DIANNE MARIE TAUBE DIRECTOR 1.00 X 0 0 0 SOO VENKATESAN DIRECTOR 1.00 X 0 0 0 MRS BARBARA MOLLER WARD DIRECTOR 1.00 X 0 0 0 MRS DIANE B WILSEY DIRECTOR 1.00 X 0 0 0 BARBARA A WOLFE DIRECTOR 1.00 X 0 0 0 MELINDA YEE FRANKLIN DIRECTOR 1.00 X 0 0 0 S SHARIQ YOSUFZAI DIRECTOR 1.00 X 0 0 0 3691810 0 454180 104 1 1 0 COLOR GENOMICS INC 831 MITTEN ROAD 100 BURLINGAME CA 94010 PROFESSIONAL SERVICES 1427132 ABILITY ADVERTISING LLC 985 MORAGA ROAD SUITE 200 LAFAYETTE CA 94549 MARKETING 1295583 EVENTS MANAGEMENT INC 1798 BRYANT STREET SAN FRANCISCO CA 94110 CATERING 668992 BLUEPRINT STUDIOS 325 SHAW ROAD SOUTH SAN FRANCISCO CA 94080 DESIGN SERVICES 430268 HEMLOCK PRINTERS (USA) INC 2815 ELLIOTT AVENUE SUITE 100 SEATTLE WA 98121 PROFESSIONAL SERVICES 428215 26 3265395 10500 2879331 48052355 12961997 54207581 TICKET SALES 900099 16251396 16251396 SF OPERA CENTER 900099 1715567 1715567 CO-PRODUCTION REVENUE 900099 614670 614670 MEDIA 900099 17000 17000 509120 509120 19107753 8333784 8333784 57750 418479 0 161305 57750 257174 314924 257174 57750 35518036 30977615 4540421 4540421 4540421 470850 3265395 1411136 -940286 -940286 170790 102728 68062 68062 PARKING FEES 812930 147113 147113 UBTI FROM PARTNERSHIPS 900099 -443658 -443658 -296545 85335694 19364927 -443658 12206844 2479167 764433 1193019 521715 49946200 44650883 3013905 2281412 4075635 3784834 223318 67483 10301349 8304610 1792131 204608 3696499 3236716 313207 146576 118334 42158 57643 18533 280000 280000 18321 18321 719633 719633 3753528 2082539 1179643 491346 1201200 49468 1151732 2079857 759398 1076373 244086 1340356 139963 1198113 2280 98940 98940 3527722 1914945 1194583 418194 2176216 2077287 26359 72570 40616 36587 4029 153106 153106 2890289 1163388 1726901 595122 57959 537163 PRODUCTION MATERIALS 4095784 4016336 79448 MARKETING/PROMOTION 2605335 547672 1455532 602131 BAD DEBT EXPENSE 772337 772337 STORAGE & MOVING 688454 688163 291 748775 727405 17805 3565 98402775 75143684 17393934 5865157 2382130 7756411 25898050 2727173 13443354 12894145 5730662 1334354 60563 44859 90254 110267 55917385 36731847 20544276 19185538 226042968 250802762 32855802 31722435 13685112 20338630 340733171 346916574 5315019 6030247 9594197 9363391 3000000 0 8323984 19094324 26233200 34487962 X 30060084 26340044 284439887 286088568 314499971 312428612 340733171 346916574 X -13067081 11155540 -159818 X X 0 1 X 1 1 1 X 55957342 69004896 58855768 64281159 54207581 302306746 55957342 69004896 58855768 64281159 54207581 302306746 67324158 234982588 4086190 5748395 5843970 7955661 8391534 32025750 31306 31306 286775 205390 67838 195252 317903 1073158 335436960 64224688 0.70050 0.71440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PARKING FEES - 2018 AMOUNT: $ 124,394. 2019 AMOUNT: $ 102,709. 2020 AMOUNT: $ 56,013. 2021 AMOUNT: $ 107,880. 2022 AMOUNT: $ 147,113. INVENTORY PROCEEDS - 2018 AMOUNT: $ 162,381. 2019 AMOUNT: $ 102,681. 2020 AMOUNT: $ 11,825. 2021 AMOUNT: $ 87,372. 2022 AMOUNT: $ 170,790. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 281244062 897056 24950536 18822138 288269516 312055778 14757534 -31259409 14309841 281244062 244771266 22229840 56336530 11281858 312055778 224747644 26192509 8899667 15068554 244771266 226288157 13980767 5053554 20574834 224747644 0.10068 0.85543 0.04389 1 0 25400018 11058414 14341604 30482335 25638401 4843934 35032 35032 0 19185538 LIMITED PARTNERSHIP - REAL ESTATE 20924 F LIMITED PARTNERSHIP - INFLATION HEDGE 561672 F LIMITED PARTNERSHIP - PRIVATE EQUITY 30732783 F LIMITED PARTNERSHIP - REAL ESTATE (250 POST STREET) 407056 C 31722435 OPERATING RIGHT OF USE ASSETS 10942306 DEFERRED PRODUCTION COST 5487081 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 3087838 ASSETS OF POOLED INCOME FUNDS 673905 CONSTRUCTION IN PROGRESS 104568 RENTAL DEPOSITS 42932 20338630 OPERATING LEASE LIABILITIES - LONG TERM 9981342 DEFERRED COMPENSATION AND OTHER - LONG TERM 7343369 OPERATING LEASE LIABILITIES - SHORT TERM 1036556 DEFERRED COMPENSATION AND OTHER - SHORT TERM 468670 DEFERRED REVENUE - POOLED INCOME FUNDS 264387 19094324 X 98106709 11155540 572496 49508 11777544 86329165 719633 -1713104 -993471 85335694 100178068 572496 1872922 2445418 97732650 719633 -49508 670125 98402775 PART V, LINE 4: THE ENDOWMENT IS COMPRISED OF SEVERAL FUNDS SET ASIDE FOR DONOR DIRECTED PURPOSES INCLUDING OPERATIONS, OPERA HOUSE MAINTENANCE, WATTIS TICKETS FUND, NEW PRODUCTIONS, STUDENT SUBSCRIPTIONS, PRINCIPAL ARTISTS, EDUCATION, AND OTHER PROGRAMS. PART X, LINE 2: THE ASSOCIATION IS A NONPROFIT ARTS ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX EXEMPT PURPOSES. ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES PRESCRIBES THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION OF INCOME TAX ASSETS AND LIABILITIES, CLASSIFICATION OF CURRENT AND DEFERRED INCOME TAX ASSETS AND LIABILITIES, ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS, ACCOUNTING FOR INCOME TAXES IN INTERIM PERIODS, AND INCOME TAX DISCLOSURES. THIS STANDARD ALSO REQUIRES ADDITIONAL DISCLOSURE OF THE BEGINNING AND ENDING UNRECOGNIZED TAX BENEFITS AND DETAILS REGARDING THE UNCERTAINTIES THAT MAY CAUSE THE UNRECOGNIZED BENEFITS TO INCREASE OR DECREASE WITHIN A TWELVE MONTH PERIOD. THE ASSOCIATION'S POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS A TWO-STEP PROCESS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES THAT IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATIONS PROCESSES, IF ANY. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT OR LIABILITY AS THE LARGEST AMOUNT THAT IS MORE THAN 50% LIKELY TO BE REALIZED OR INCURRED UPON SETTLEMENT. BASED ON AN ANALYSIS PREPARED BY THE ASSOCIATION, IT WAS DETERMINED THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR YEAR RETIREMENT EXPENSES CREDIT GROUPED IN NON-OPERATING INCOME 49,508. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -161,305. INVENTORY SALES, RETURNS, ALLOWANCES & COSTS -140,663. FUNDRAISING EVENT EXPENSES -1,411,136. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY SALES, RETURNS, ALLOWANCES & COSTS 140,663. DONATED PROPERTY - EXPENSED OVER USEFUL LIFE 159,818. RENTAL EXPENSES 161,305. FUNDRAISING EVENT EXPENSES 1,411,136. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR RETIREMENT EXPENSES CREDIT GROUPED IN NON-OPERATING INCOME -49,508. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS 1121368 0 0 0 0 0 0 1121368 0 1121368 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 ARTS EXCELLENCE ASSOCIATES LLC PO BOX 10421 OAKLAND CA 94610 ANNUAL GIVING 0 30042 8439 21603 CAPACITY INTERACTIVE CONSULTING LLC PO BOX 50019 NEWARK NJ 07101 ANNUAL GIVING 0 0 7350 -7350 30042 15789 14253 AL AK AZ AR CA CO CT DE FL GA HI ID IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY CENTENNIAL BALL 3245245 2848795 396450 415479 415236 141138 93060 100TH ANNIVERSARY 491000 416600 74400 125350 115965 49581 55327 3736245 3265395 470850 540829 531201 190719 148387 1411136 -940286 X X X X X 0 0 0 0 0 0 0 0 0 MATTHEW SHILVOCK CEO/GENERAL DIRECTOR 596039 0 0 0 0 0 18300 0 21891 0 636230 0 0 0 EUN SUN KIM CAROLINE H. HUME MUSIC DIRECTOR 578673 0 0 0 0 0 4316 0 15633 0 598622 0 0 0 MICHAEL SIMPSON MANAGING DIRECTOR: ADMIN/CFO 341565 0 0 0 0 0 21350 0 15717 0 378632 0 0 0 LISA BURY CHIEF PHILANTHROPY OFFICER 341181 0 0 0 0 0 0 0 14411 0 355592 0 0 0 DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 262850 0 0 0 0 0 27024 0 41360 0 331234 0 0 0 JOHN DEL BONO SCENE SHOP FOREMAN 248106 0 0 0 0 0 25684 0 39226 0 313016 0 0 0 JENNIFER GOOD MANAGING DIRECTOR: PRODUCTION 277280 0 0 0 0 0 17128 0 15717 0 310125 0 0 0 DAVID HATCH MASTER CARPENTER 232832 0 0 0 0 0 23902 0 36673 0 293407 0 0 0 LORI HARRISON MASTER OF PROPERTIES 231439 0 0 0 0 0 23758 0 36412 0 291609 0 0 0 GREGORY HENKEL MANAGING DIRECTOR: ARTISTIC 265389 0 0 0 842 0 16216 0 8283 0 290730 0 0 0 THERESA VON KLUG CHIEF OPERATING OFFICER 180810 0 0 0 0 0 0 0 11795 0 192605 0 0 0 KATHRYN APPLETON FORMER DIRECTOR OF MARKETING 122366 0 0 0 12438 0 6420 0 12964 0 154188 0 0 0 PART I, LINE 1A CELL PHONES PROVIDED TO EMPLOYEES PRIMARILY FOR BUSINESS PURPOSES ARE A WORKING CONDITION FRINGE AND NOT REPORTABLE AS COMPENSATION. X 2 3464 FMV AT DATE OF GIFT X 76 12829766 FMV AT DATE OF GIFT X FOOD & BEVERAGES 5 47730 FMV AT DATE OF GIFT X FLOWERS 3 38081 FMV AT DATE OF GIFT X TRANSPORTATION 4 36300 FMV AT DATE OF GIFT X MISCELLANEOUS 5 6656 FMV AT DATE OF GIFT 0 0 1 1 PART I, COLUMN (B): ALL CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED. SCHEDULE M, PART I, COLUMN (B), LINE 9: STOCK CONTRIBUTIONS REPRESENTED THE NUMBER OF CONTRIBUTIONS AND NOT INDIVIDUAL SHARES OF STOCK. DURING THE COURSE OF SOLICITATION, (SEE SCHEDULE G), SECURITIES MAY BE DONATED IN LIEU OF CASH CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION CONTRACTS WITH A COMMERCIAL FUNDRAISER FOR A VEHICLE DONATION PROGRAM. FORM 990, PART VI, SECTION A, LINE 2 THOMAS A. LARSEN, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH GEORGE H. HUME, DIRECTOR. CAROL PUCCI DOLL, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH DIXON DOLL, DIRECTOR. THOMAS A. LARSEN, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH JOHN A. GUNN, OFFICER AND CHAIRMAN. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH C.P. RUSSELL, DIRECTOR. BILL RUSSELL-SHAPIRO, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH FRANKLIN "PITCH" JOHNSON, JR., OFFICER AND CHAIRMAN EMERITUS. KARL O. MILLS, DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH VARIOUS DIRECTORS, VIA AN INVESTMENT ADVISORY FIRM. DR. WILLIAM M. COUGHRAN, JR., OFFICER AND TREASURER, HAS A BUSINESS RELATIONSHIP WITH KEITH B. GEESLIN, OFFICER AND PRESIDENT. SARAH FENTON, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH PETER FENTON, DIRECTOR. HON. RICHARD C. LIVERMORE, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH MRS. CYNTHIA SNORF LIVERMORE, DIRECTOR. BARBARA A. WOLFE, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH GRETCHEN WOLFE HANSEN, DIRECTOR. KEITH B. GEESLIN, OFFICER AND PRESIDENT, HAS A BUSINESS RELATIONSHIP WITH FRANCISCO PARTNERS, A PRIVATE EQUITY INVESTMENT FIRM, OF WHICH THE OPERA'S ENDOWMENT IS AN INVESTOR. MR. GEESLIN RECUSED HIMSELF FROM VOTING ON THE DECISION TO INVEST IN THE FUND AND FROM VOTING ON FUTURE DECISIONS THAT AFFECT THE FUND. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE OPERA'S INTERNAL REVIEW PROCESS, THE FILING VERSION OF THE FORM 990 IS PRESENTED TO THE OPERA'S AUDIT COMMITTEE FOR DISCUSSION AND COMMENT. PRIOR TO FILING, THE PUBLIC DISCLOSURE VERSION OF FORM 990 IS SENT TO ALL BOARD OF DIRECTORS FOR THEIR REVIEW. ANY COMMENTS ARE REVIEWED BY MANAGEMENT. BUT FOR THE REDACTED CONTRIBUTOR NAMES AND ADDRESSES, THE ANSWER TO QUESTION 11A WOULD BE, "YES." FORM 990, PART VI, SECTION B, LINE 12C THE OPERA HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST COMPLY WITH THE POLICY AND ARE SENT THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY REPORTED CONFLICTS ARE REVIEWED AND RESOLVED PROMPTLY. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN ANNUAL REVIEW OF COMPENSATION FOR OFFICERS BY THE COMPENSATION COMMITTEE. THE COMMITTEE IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO ARE INDEPENDENT INDIVIDUALS AND COMPARABLE DATA IS USED TO EVALUATE THE APPROPRIATENESS OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, CODE OF CONDUCT, AND THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SAN FRANCISCO OPERA WEBSITE (WWW.SFOPERA.COM). A COPY OF THE 990 IS AVAILABLE BY REQUEST OR ON THE GUIDESTAR WEBSITE (WWW.GUIDESTAR.ORG). FORM 990, PART XI, LINE 9: DONATED PROPERTY -EXPENSED OVER USEFUL LIFE -159,818. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE ROLE THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION AND RECOMMENDATION TO THE BOARD TO THE INDEPENDENT ACCOUNTING FIRM. THE COMMITTEE HELD THREE MEETINGS WITH BOARD MEMBERS, OFFICERS OF THE OPERA, AND INDEPENDENT AUDITORS. CHARITABLE REMAINDER TRUSTS (8) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 POOLED INCOME FUNDS (4) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 CHARITABLE GIFT ANNUITIES (13) 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 TRUST CA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0