2025-04-01T15:12:57-07:00 2024-06-30 990 2023-07-01 910760426 SEATTLE OPERA SEAT 2063897600 363 MERCER STREET SEATTLE WA 98109 Marissa Betz-Zall Chief Financial Officer 2066765504 2025-01-03 1 2023 2025-03-06 01:10:19Z JAMES ROBINSON 363 MERCER STREET SEATTLE WA 98109 16453950 0 X WWW.SEATTLEOPERA.ORG X 1963 WA TO THRILL, INSPIRE AND EDUCATE THROUGH THE SHARED EXPERIENCE OF OPERA 47 47 621 153 11410 0 17054895 9307932 5802959 6026826 385336 608270 -40671 53080 23202519 15996108 0 0 0 0 12646346 12486942 28832 6474 1328433 11395990 10228530 24071168 22721946 -868649 -6725838 80567295 74505736 12929562 13218806 67637733 61286930 TO THRILL, INSPIRE AND EDUCATE THROUGH THE SHARED EXPERIENCE OF OPERA. SEATTLE OPERA IS VITAL TO THE DYNAMIC CULTURAL AND CIVIC LIFE OF OUR REGION AND TO THE EVOLUTION OF OPERA ACROSS THE WORLD. 0 0 16581275 0 5893215 DURING SEATTLE OPERA'S 2023/2024 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. ALTHOUGH WE REDUCED THE NUMBER OF PERFORMANCES, THE PER PERFORMANCE ATTENDANCE INCREASED 12%. THIS PAST SEASON ROUGHLY 48,000 TOTAL TICKETS WERE SOLD TO MAINSTAGE PERFORMANCES. AMONG THE HOUSEHOLDS ATTENDING, MORE THAN 43% WERE NEW PATRONS. THE SEASON FEATURED FOUR MAINSTAGE OPERAS, AMONG THEM ALL-TIME FAVORITES LIKE "THE BARBER OF SEVILLE" & A CO-PRODUCTION OF "X: THE LIFE AND TIMES OF MALCOLM X", A PRODUCTION THAT GARNERED SIGNIFICANT MEDIA ATTENTION. 1132095 0 143747 SEATTLE OPERA'S COMMITMENT TO COMMUNITY ENGAGEMENT AND EDUCATION EXPANDED THROUGHOUT THE 2023/2024 SEASON. THROUGH NEW AND LONG-STANDING PARTNERSHIPS WITH CIVIC AND ARTS ORGANIZATIONS, SCHOOLS AND COMMUNITY CENTERS, AND DOZENS OF LOCAL INSTITUTIONS WE STRIVE TO MAKE LIVING IN WASHINGTON STATE HEALTHIER, SMARTER, MORE PEACEFUL AND MORE ENJOYABLE. NEARLY 700 PEOPLE ATTENDED OUR ANNUAL OPEN HOUSE. WHAT'S MORE, OUR SCHOOL PROGRAM VISITED 60 SCHOOLS AND COMMUNITY CENTERS AND REACHED MORE THAN 24,000 K-12 STUDENTS. 0 0 0 17713370 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 204 0 621 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 47 47 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AK CA CO FL HI IL MA MN NJ NM NY WA X X MARISSA BETZ-ZALL 2066765504 363 MERCER STREET SEATTLE WA 98109 CHRISTINA SCHEPPELMANN GENERAL DIRECTOR 60 0 X 337937 0 17402 KRISTINA MURTI DIRECTOR OF MARKETING AND COMMUNICATIONS 60 0.10 X 168520 0 10623 DOUGLAS PROVOST DIRECTOR OF PRODUCTION 60 0 X 144707 0 10023 ANGELA GIST COO 60 0 X 143540 0 10621 AREN DER HACOPIAN DIRECTOR OF ARTISTIC ADMINISTRATION AND PLANNING 60 0 X 137988 0 11034 MARISSA BETZ-ZALL CFO 60 2 X 129618 0 8456 CHRISTOPHER BURKETT DIRECTOR OF DEVELOPMENT 60 0 X 110442 0 10603 DENNIS ROBINSON DIRECTOR OF PROGRAMS & PARTNERSHIPS 60 0 X 106660 0 9936 MARYANNE TAGNEY CHAIR 10 0 X X 0 0 0 JOHN F NESHOLM CHAIR EMERITUS 10 0 X X 0 0 0 LESLEY CHAPIN WYCKOFF PRESIDENT 10 0 X X 0 0 0 JONATHAN ROSOFF PRESIDENT ELECT 10 0 X X 0 0 0 BRIAN MARKS PAST PRESIDENT 10 0 X X 0 0 0 JOSHUA RODRIGUEZ EXECUTIVE VICE PRESIDENT 10 3 X X 0 0 0 ELLEN EVANS TREASURER 10 3 X X 0 0 0 TOBY BRIGHT SECRETARY 10 0 X X 0 0 0 ALVA WRIGHT BUTCHER VICE PRESIDENT 10 0 X X 0 0 0 BRENDA BRUNS VICE PRESIDENT 10 0 X X 0 0 0 GEORGE COUNTS VICE PRESIDENT 10 0 X X 0 0 0 A RICHARD GEMPERLE VICE PRESIDENT 10 0 X X 0 0 0 BRUCE E H JOHNSON VICE PRESIDENT 10 0 X X 0 0 0 BRIAN LAMACCHIA VICE PRESIDENT 10 0 X X 0 0 0 NATHAN LEE VICE PRESIDENT 10 0 X X 0 0 0 LOUISE MILLER VICE PRESIDENT 10 0 X X 0 0 0 WANDA NUXOLL VICE PRESIDENT 10 0 X X 0 0 0 MOYA VAZQUEZ VICE PRESIDENT 10 3 X X 0 0 0 WILLIE C AIKENS BOARD MEMBER 2 0 X 0 0 0 JASON BERGEVIN BOARD MEMBER 2 0 X 0 0 0 JOHN BOZEAT BOARD MEMBER 2 0 X 0 0 0 SUE BUSKE BOARD MEMBER 2 0 X 0 0 0 STELLA CHOI-RAY BOARD MEMBER 2 0 X 0 0 0 CHARLES B COSSE BOARD MEMBER 2 3 X 0 0 0 SUSAN DETWEILER BOARD MEMBER 2 0 X 0 0 0 LUCAS FLETCHER BOARD MEMBER 2 0 X 0 0 0 ROBERT FRIES BOARD MEMBER 2 0 X 0 0 0 GHADDRA GONZALEZ CASTILLO BOARD MEMBER 2 0 X 0 0 0 ELDRIDGE HARDING BOARD MEMBER 2 0 X 0 0 0 MARVIN HOFFERT BOARD MEMBER 2 0 X 0 0 0 DEBORAH HORNE BOARD MEMBER 2 0 X 0 0 0 GARY HOULAHAN BOARD MEMBER 2 0 X 0 0 0 RON HOSOGI BOARD MEMBER 2 0 X 0 0 0 BYRON JOYNER BOARD MEMBER 2 0 X 0 0 0 MARITTA KO BOARD MEMBER 2 0 X 0 0 0 SUSAN MACGREGOR COUGHLIN BOARD MEMBER 2 0 X 0 0 0 AIMEE MELL BOARD MEMBER 2 0 X 0 0 0 SHANA MOFFATT BOARD MEMBER 2 0 X 0 0 0 BRENDAN MURPHY BOARD MEMBER 2 0 X 0 0 0 STEVEN C PHELPS BOARD MEMBER 2 3 X 0 0 0 TOM PUENTES BOARD MEMBER 2 0 X 0 0 0 MARTHA SHERMAN BOARD MEMBER 2 0 X 0 0 0 CYNTHIA SPRENGER BOARD MEMBER 2 0 X 0 0 0 STEPHEN A SPRENGER BOARD MEMBER 2 0 X 0 0 0 MILKANA STEFANOVA BOARD MEMBER 2 3 X 0 0 0 MICHAEL P THEISEN BOARD MEMBER 2 0 X 0 0 0 RUSSELL F TOUSLEY BOARD MEMBER 2 0 X 0 0 0 JUDY TSOU BOARD MEMBER 2 0 X 0 0 0 JANELL TURNER BOARD MEMBER 2 0 X 0 0 0 SUSANNE WAKEFIELD BOARD MEMBER 2 0 X 0 0 0 JOAN S WATJEN BOARD MEMBER 2 0 X 0 0 0 STEPHEN WHYTE BOARD MEMBER 2 0 X 0 0 0 KATHLEEN WRIGHT BOARD MEMBER 2 0 X 0 0 0 1279412 0 88698 8 0 1 0 RADAR NONPROFIT SOLUTIONS 2810 N CHURCH ST PMB 19231 WILMINGTON DE 19802 ACCOUNTING SERVICES 136045 SMART SOURCE OF SEATTLE LLC DBA KAY-SMITH ENTERPRISES 50425 72ND AVE S STE 200 KENT WA 98032 PRINTING 134350 INTERSECTION MEDIA LLC PO BOX 847651 BOSTON MA 022847651 ADVERTISING 130368 ARTS TECH GROUP 1220 N 28TH PLACE RENTON WA 980562165 THEATRICAL SCENERY CONSTRUCTION 130036 DCM INC 244 FIFTH AVE STE M223 NEW YORK NY 10001 TELEMARKETING 119242 7 165020 0 2634426 1355530 204330 4948626 204077 9307932 OPERA TICKET SALES 711190 5253132 5253132 0 0 OTHER PROGRAM INCOME 900099 549041 549041 0 0 EDUCATION & COMMUNITY 711190 143747 143747 0 0 SET BUILDS RENTALS 532200 80906 80906 0 0 0 0 0 0 6026826 610430 0 0 610430 0 0 0 0 0 0 0 0 238939 0 5858 0 233081 0 233081 0 0 233081 178956 750 181866 0 -2910 750 -2160 0 0 -2160 69000 2634426 270118 -201118 0 -201118 SONG & DANCE REVENUE 459420 21117 9707 11410 0 0 0 0 0 21117 15996108 6036533 11410 640233 X 0 0 0 0 0 0 0 0 873736 359440 514296 0 0 0 0 0 9439154 7092400 1465499 881255 65905 65905 0 0 1180670 891644 178864 110162 927477 694325 165895 67257 0 0 0 0 668 0 668 0 66708 0 66708 0 0 0 0 0 6474 6474 0 0 0 0 3033301 2753710 270731 8860 1420948 1406988 13960 0 298027 167898 52815 77314 378200 13638 310654 53908 124023 124023 0 0 1644473 1547464 84792 12217 717966 399096 281762 37108 0 0 0 0 40638 4560 19763 16315 202563 179900 19304 3359 0 0 0 0 1187827 1064369 105159 18299 152185 84903 56690 10592 CREDIT CARD FEES 338602 317750 2187 18665 MATERIALS 292166 292166 0 0 TRUCKING 86571 86571 0 0 SUPPLIES 78533 78533 0 0 165131 88087 70396 6648 22721946 17713370 3680143 1328433 1488957 569977 4313229 3476417 1982298 2143713 86231 131752 0 0 0 0 1435 0 0 0 499305 637064 59293778 7557994 52918087 51735784 10379835 6888790 99818 0 0 0 0 0 8798100 8922239 80567295 74505736 1573893 2453296 0 0 3249801 3373228 0 0 0 0 0 0 2500000 2500000 0 0 5605868 4892282 12929562 13218806 X 60681987 55262433 6955746 6024497 67637733 61286930 80567295 74505736 X -6725838 -46684 0 0 0 421719 X 0 1 X 1 0 X 19724069 15672451 17951772 17054895 9307932 79711119 0 0 0 0 0 0 0 0 0 0 0 0 19724069 15672451 17951772 17054895 9307932 79711119 14245583 65465536 500129 845775 854775 854867 849369 3904915 65633 0 0 0 0 65633 0 44284 12698 0 0 56982 83738649 26389816 0.78178 0.8815 X Schedule A, Part II, Line 10 REIMBURSEMENTS 2020 AMOUNT: $44,284 2021 AMOUNT: $12,698 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 22721946 22721946 1000000 250000 0 0 705804 1000000 1000000 1000000 3705804 5558706 0 0 0 0 0 176451 250000 250000 250000 926451 1389677 0 0 0 0 0 Schedule C, Part II-A, Line 2c SEATTLE OPERA PREVIOUSLY FILED FORM 5768 IN ORDER TO APPLY FOR THE 501(H) ELECTION. NO LOBBYING EXPENSE WAS INCURRED IN FY24. 27231817 1204089 2829652 1355530 0 33883 29876145 25308635 773289 2518665 1331952 0 36820 27231817 30518229 11500 -3005599 2097229 0 118266 25308635 24279651 1081555 6988811 1817666 0 14122 30518229 27465554 154677 478192 3803000 0 15772 24279651 0 1 0 0 1 1 0 0 0 0 0 0 0 0 57242181 5568545 51673636 0 2051597 1989449 62148 0 0 0 0 51735784 INTEREST IN PERPETUAL TRUST 3876003 CHARITABLE GIFT ANNUITY TRUST 296374 CONTRIBUTIONS RECEIVABLE FROM TRUSTS 292181 OTHER ASSETS 121928 RIGHT OF USE ASSET 4335753 8922239 0 DEFERRED PENSION AND RETIREMENT LIABILITY 14782 ACCRUED ANNUITIES PAYABLE 126639 DEFERRED FACILITY FEE 151910 LEASE LIABILITY 4598951 4892282 Schedule D, 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. 60TH ANNIVERSARY GALA 2703626 2634626 69000 0 0 0 89834 3353 174431 0 0 2703626 2634626 69000 0 0 0 89834 3353 174431 267618 -198618 X X X 0 0 0 0 0 0 0 0 0 CHRISTINA SCHEPPELMANN GENERAL DIRECTOR 331559 0 0 0 6378 0 0 0 17402 0 355339 0 0 0 KRISTINA MURTI DIRECTOR OF MARKETING AND COMMUNICATIONS 168520 0 0 0 0 0 0 0 10623 0 179143 0 0 0 DOUGLAS PROVOST DIRECTOR OF PRODUCTION 144707 0 0 0 0 0 0 0 10023 0 154730 0 0 0 ANGELA GIST COO 143540 0 0 0 0 0 0 0 10621 0 154161 0 0 0 X 13 178956 FMV X ART 1 24000 FMV X WINE 2 1115 FMV X SPARKLING WATER 1 851 FMV 0 0 1 0 Form 990, Part I, Line 6 SEATTLE OPERA VOLUNTEERS INCLUDE BOARD MEMBERS, SUBSCRIBERS, PATRONS, AND MEMBERS OF THE PUBLIC. DURING THE YEAR ENDING 6/30/24, 147 VOLUNTEERS CONTRIBUTED AN ESTIMATED 14,849 HOURS TO SEATTLE OPERA. Form 990, Part VI, Section A, Line 1a THE SEATTLE OPERA EXECUTIVE COMMITTEE IS MADE UP OF SEATTLE OPERA BOARD MEMBERS WHO ARE BOARD OFFICERS, INCLUDING THE CHAIRS OF ALL REQUIRED BOARD COMMITTEES. THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD IN MOST CIRCUMSTANCES, EXCEPT WHERE LIMITED IN THE BYLAWS. Form 990, Part VI, Section B, Line 11b A PDF OF THE FINAL DRAFT OF THE 990 AND SUPPORTING SCHEDULES WAS PROVIDED TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS FOR REVIEW AND COMMENT FOLLOWING PREPARATION OF THE RETURN BY MANAGEMENT AND REVIEW BY A PUBLIC ACCOUNTING FIRM. SCHEDULE B IS REDACTED FROM THE 990 PROVIDED TO THE BOARD, TO PRESERVE CONFIDENTIALITY OF DONORS. Form 990, Part VI, Section B, Line 12c EACH YEAR, SEATTLE OPERA BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. REPORTED CONFLICTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE, WHICH ADDRESSES THE IDENTIFIED CONFLICTS OF INTEREST AS APPROPRIATE. BOARD MEMBERS WITH ANY PERCEIVED CONFLICT OF INTEREST RECUSE THEMSELVES FROM VOTING ON RELATED SUBJECTS. Form 990, Part VI, Section B, Line 15 THE GENERAL DIRECTOR'S COMPENSATION IS DETERMINED BY A PORTION OF THE INDEPENDENT EXECUTIVE COMMITTEE, WHICH CONSISTS OF MEMBERS OF THE BOARD OF DIRECTORS. ADDITIONALLY, THE DETERMINATION OF THE EXECUTIVE COMMITTEE IS REFLECTED IN THE EMPLOYMENT CONTRACT FOR THE GENERAL DIRECTOR, WHICH COVERS A FIVE YEAR PERIOD. Form 990, Part VI, Section C, Line 17 AK, CA, CO, FL, HI, IL, MA, MN, NJ, NM, NY, OR, PA, VA, WA Form 990, Part VI, Section C, Line 19 SEATTLE OPERA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g ARTIST FEES: PROGRAM SERVICE EXPENSES $2,138,680 MANAGEMENT AND GENERAL EXPENSES $7550 FUNDRAISING EXPENSES $2,000 THEATRE SUPPORT: PROGRAM SERVICE EXPENSES $391,893 FUNDRAISING EXPENSES: $1214. CONSULTANTS: PROGRAM SERVICE EXPENSES $55,808; MANAGEMENT AND GENERAL EXPENSES $163,796; FUNDRAISING EXPENSES $29,910. CO-PRODUCTION COSTS: PROGRAM SERVICE EXPENSES $150,000. ALL OTHER: PROGRAM SERVICE EXPENSES $17,329; MANAGEMENT AND GENERAL EXPENSES $99,385; FUNDRAISING EXPENSES $(24,263). TOTAL TO FORM 990, PART XI, LINE 9: $3,033,302. Form 990, Part XI, Line 9 CHANGE IN VALUE OF PENSION AND RETIREMENT: $204,585. CHANGE IN VALUE OF TRUST INSTRUMENTS: $217,134. TOTAL TO FORM 990, PART XI, LINE 9: $421,719. SEATTLE OPERA FOUNDATION 363 MERCER ST SEATTLE WA 98109 911174712 SUPPORT OF SEATTLE OPERA WA 501(c)3 LINE 12A, I SEATTLE OPERA 1 BEETHOVEN A NONPROFIT CORPORATION 363 MERCER ST SEATTLE WA 98109 911649215 SUPPORTING ORGANIZATION WA 501(c)3 LINE 12A, I N/A 0 SONG & DANCE LLC 71-0903362 321 MERCER ST SEATTLE WA 98109 710903362 RETAIL WA N/A Related 22068 273701 1 0 0 0.50 CHARITABLE REMAINDER TRUST (1) Bank of America Trust Operations PO Box 830269 Dallas TX 75283 MANAGE INVESTMENTS TX SOF T 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 SEATTLE OPERA FOUNDATION c 1355530 CASH