2025-05-12T14:42:28-05:00 2024-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9164765975 1110 2ND STREET SACRAMENTO CA 95814 GIULIANO KORNBERG EXECUTIVE DIRECTOR 9164765975 2025-05-03 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-05-03 2023 2025-03-06 01:10:19Z GIULIANO KORNBERG 1110 2ND STREET SACRAMENTO CA 95814 3777868 0 X SACPHILOPERA.ORG X 1997 CA BUILD COMMUNITY, INSPIRE A LOVE OF THE PERFORMING ARTS AND ENRICH LIVES THROUGH MUSIC. 16 16 226 16 11500 0 1752574 2178135 802651 922659 31104 25978 22700 11500 2609029 3138272 0 0 0 0 1173570 1507586 88135 85042 244399 1278893 1439741 2540598 3032369 68431 105903 1314402 1525004 467689 574778 846713 950226 X THE MISSION OF THE SACRAMENTO REGION PERFORMING ARTS ALLIANCE IS TO BUILD COMMUNITY, INSPIRE A LOVE OF THE PERFORMING ARTS AND ENRICH LIVES THROUGH MUSIC. THE MISSIONS IS ENACTED VIA LIVE PROFESSIONAL PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES THAT INSPIRE, ENRICH, AND EXCITE OUR COMMUNITY. 0 0 2372566 922659 THIS PAST YEAR, THE SACRAMENTO PHILHARMONIC & OPERA (SP&O) CONTINUED TO PRODUCE PERFORMANCES FROM THE SAFE CREDIT UNION PERFORMING ARTS CENTER (SAFE PAC). IN THE 2023-24 SEASON, WE PERFORMED 7 PERFORMANCES, INCLUDING TWO OPERAS FOR THE SECOND SEASON IN OUR MERGED ORGANIZATIONAL HISTORY. WE PERFORMED BELOVED WORKS BY COMPOSERS SUCH AS COPLAND, BRAHMS, RACHMANINOFF,MOZART, AND BEETHOVEN, AND AVERAGED 1,750 TICKETS SOLD PER CONCERT. AS PART OF THESE PERFORMANCES, WE ALSO WERE ABLE TO ENGAGE OUR SP&O CHORUS FOR TWO CHORUS ENGAGEMENTS, INCLUDING MOZART'S DON GIOVANNI, AND A MODERN PRODUCTION OF J. STRAUSS' DIE FLEDERMAUS. IN ADDITION TO OUR SEVEN PERFORMANCES, THE SACRAMENTO PHILHARMONIC & OPERA WAS ALSO ABLE TO PROVIDE MUSIC VIA OTHER PERFORMANCE OPPORTUNITIES. WE PROVIDED THE LIVE MUSIC FOR ALL 8 LIVE PERFORMANCES OF THE SACRAMENTO NUTCRACKER, PLAYING FOR 16,000 PATRONS THROUGHOUT THE COURSE OF THE PERFORMANCES. WE ALSO CONTINUED OUR TRADITION OF PLAYING LIVE MUSIC FOR SACRAMENTO'S RUN TO FEED THE HUNGRY, IN WHICH WE PERFORMED FOR MORE THAN 30,000 RUNNERS AT THE RUN. 166147 ADDITIONALLY, IN THE 2023-24 SEASON, WE WERE ABLE TO RETURN TO IN-PERSON MUSIC EDUCATION PROGRAM, LINK UP - THE SP&O'S FLAGSHIP EDUCATION PROGRAM. THE PROGRAM CULMINATED IN MARCH 2024 WHEN THOUSANDS OF TITLE 1 STUDENTS CAME DOWN TO THE SAFE PAC TO PERFORM WHAT THEY LEARNED IN THE PROGRAM, LIVE, WITH THE SP&O MUSICIANS. THE EXCITEMENT WAS PALPABLE, AS THE THOUSANDS OF STUDENTS SANG, DANCED, AND PLAYED RECORDER WHILE A SCREEN ABOVE THE STAGE CYCLED THROUGH PIECES OF MUSIC. EVERYONE HAD A WONDERFUL TIME! 2538713 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 85 0 1 226 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X GIULIANO KORNBERG 6128659198 1110 2ND STREET SACRAMENTO CA 95814 JOHN SHIREY PRESIDENT 0.00 1.00 X X 0 0 0 SHEREE MEYER VICE PRESIDENT 0.00 X X 0 0 0 DAVID R MOTES TREASURER 0.00 1.00 X X 0 0 0 SUE MILLER SECRETARY 0.00 1.00 X X 0 0 0 NINA ANKELE DIRECTOR 1.00 X 2050 0 0 ERIC ASTACAAN DIRECTOR 0.00 X 0 0 0 JOANNE BODINE DIRECTOR 0.00 X 0 0 0 JOHN CROWE DIRECTOR 0.00 X 0 0 0 BRADLEY ELKIN DIRECTOR 0.00 X 0 0 0 PATRICIA KEAST DIRECTOR 0.00 X 0 0 0 DAVID E LINDGREN DIRECTOR 0.00 X 0 0 0 LAURIE NELSON DIRECTOR 0.00 1.00 X 0 0 0 DICK OSEN DIRECTOR 0.00 1.00 X 0 0 0 SANDRA SMOLEY DIRECTOR 0.00 X 0 0 0 VIRGINIA VARELA DIRECTOR 0.00 X 0 0 0 HENRY WIRZ DIRECTOR 0.00 X 0 0 0 GIULIANO KORNBERG EXECUTIVE DIRECTOR 40.00 X 119060 0 0 121110 0 0 1 0 0 0 0 102500 338120 1737515 43768 2178135 TICKET SALES 711110 605990 605990 SERVICES 900099 316669 316669 922659 23040 23040 642534 639596 2938 2938 2938 ADVERTISING INCOME 541800 11500 11500 11500 3138272 922659 11500 25978 X 135000 118565 8514 7921 998711 877123 62986 58602 11216 9851 707 658 200965 176499 12674 11792 161694 142008 10198 9488 109293 558 108735 85042 85042 740223 711886 28337 111349 110872 247 230 64378 36054 4318 24006 75130 64179 5673 5278 166386 164236 1114 1036 4838 4187 337 314 15997 14509 1327 161 MISCELLANEOUS 64677 48243 1586 14848 PRODUCTION SUPPLIES 46956 20910 2504 23542 BANK/CREDIT CARD CHARGE 40514 39033 1481 3032369 2538713 249257 244399 310993 598046 825805 476098 4758 360041 58483 63197 41144 13522 15267 27622 99096 1314402 1525004 87928 73775 379761 442003 0 59000 467689 574778 X 846713 950226 846713 950226 1314402 1525004 105903 -2390 0 X X 0 1 X 1 0 X 1436107 1306727 1711462 1752574 2178135 8385005 296228 754651 802651 922659 2776189 1732335 1306727 2466113 2555225 3100794 11161194 739329 111134 445467 533109 581173 2410212 64241 103665 179762 347668 739329 111134 509708 636774 760935 2757880 8403314 1705 945 833 13205 23040 39728 1705 945 833 13205 23040 39728 586 1361 888 5390 8225 1734626 1309033 2467834 2573820 3123834 11209147 0.74970 0.76330 0.00350 0.00180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 586. 2020 AMOUNT: $ 1,361. 2021 AMOUNT: $ 888. 2022 AMOUNT: $ 5,390. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1888486 878200 2766686 1083550 804936 1888486 865950 217600 1083550 507713 358237 865950 307713 200000 507713 0.00000 1.00000 0.00000 0 1 1 41144 13522 27622 27622 DUE TO RELATED ORGANIZATION 59000 59000 4468312 -2390 108100 1326830 1432540 3035772 102500 102500 3138272 3144200 108100 106231 214331 2929869 102500 102500 3032369 PART V, LINE 4: THE SACRAMENTO PHILHARMONIC & OPERA FOUNDATION MANAGES AN ENDOWMENT TO SUPPORT THE ONGOING OPERATIONS OF THE SACRAMENTO REGIONAL PERFORMING ARTS ALLIANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION REVENUE 1,326,830. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 102,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION EXPENSES 106,231. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 102,500. X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 35905 12956 22949 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 72086 -72086 35905 85042 -49137 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) ROBERT SWANEY- WE HAVE A CONTRACT AND MONTHLY FEE FOR DEVELOPMENT CONSULTING WHICH CONSTITUTES THE FUNDRAISING SERVICES. IN APRIL, THERE WAS A CHANGE IN BUSINESS NAME TO RSC FUNDRAISING (SAME ORGANIZATION, DIFFERENT NAME). FOR SITE VISIT EXPENSES, THE VENDOR PROVIDES RECEIPTS AND THESE ARE ACCOUNTED FOR SEPARATELY FROM THE MONTHLY CONSULTING FEE. BENNETT DIRECT INC.- EXPENSES FOR FULFILLMENT PACKETS ARE BILLED AND ACCOUNTED FOR SEPERATELY FROM THE PER HOUR TELEFUNDING CONTRACT. THE BREAKDOWN FOR PAYMENT OF FUNDRAISING EXPENSES ARE AS FOLLOW: SITE VISITS $0 FULFILLMENT PACKETS $299 --------------------------- TOTAL $299 X 2 21272 FMV X DONATED TICKETS 286 15708 FMV X SUPPLIES 7 6788 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE CORPORATION, ALONG WITH THE CHAIRS OF THE BOARD'S DEVELOPMENT, STRATEGIC PLANNING AND GOVERNANCE COMMITTEES AND NON-GOVERNING MEMBERS INCLUDING THE EXECUTIVE DIRECTOR. SCOPE INCLUDES TAKING ACTION WHEN NECESSARY BETWEEN MEETINGS TO THE EXTENT AUTHORIZED BY THE BYLAWS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 2 RENT-FREE USE OF OFFICE SPACES AT 1110 2ND STREET, SACRAMENTO CA, OWNED BY BOARD DIRECTOR, LAURIE NELSON'S HUSBAND, JAMES RANDLETT VALUED AT $84,000. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO POLICIES IN PLACE OR PAST PRACTICES FOR DOCUMENTING MEETINGS AND WRITTEN ACTIONS OF BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, AN "INTERESTED PERSON" IS DEFINED AS ANY PERSON WHO AT ANY TIME DURING THE FIVE YEAR PERIOD IMMEDIATELY PRECEDING THE TRANSACTION IN QUESTION WAS A VOTING DIRECTOR, AN OFFICER, OR OTHER PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION. OTHER PERSONS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION INCLUDE, BUT ARE NOT LIMITED TO, THOSE PERSONS WHO HAVE THE ULTIMATE RESPONSIBILITY FOR IMPLEMENTING THE DECISIONS OF THE BOARD OF DIRECTORS ("BOARD"), OR SUPERVISING THE MANAGEMENT, ADMINISTRATION, OR OPERATION OF THE ASSOCIATION. EACH INTERESTED PERSON IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT FORM ANNUALLY. IN ADDITION, AN INTERESTED PERSON WHO BECOMES AWARE OF AN ACTUAL OR PROPOSED TRANSACTION OR ARRANGEMENT IN WHICH HE OR SHE HAS A FINANCIAL INTEREST MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTERESTS AND ALL RELATED MATERIAL FACTS TO THE BOARD. IF AN INTERESTED PERSON DISCOVERS A FINANCIAL INTEREST IN A TRANSACTION OR ARRANGEMENT THAT THE ASSOCIATION HAS ALREADY ENTERED INTO, THE INTERESTED PERSON MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS TO THE BOARD. AFTER THE FINANCIAL INTEREST HAS BEEN DISCLOSED TO THE BOARD AND DISCUSSED AS NECESSARY WITH THE INTERESTED PERSON, THE BOARD SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS OR MAY EXIST. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS INCLUDES REVIEW AND APPROVAL BY THE GOVERNING BODY DURING APPROVAL OF THE FISCAL YEAR BUDGET, COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. BUDGET APPROVAL DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND APPROVAL BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD PRESIDENT. FORM 990, PART IX, LINE 11G GUEST ARTISTS: PROGRAM SERVICE EXPENSES 133,966. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,966. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 153,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,163. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 424,757. MANAGEMENT AND GENERAL EXPENSES 28,337. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 453,094. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SACRAMENTO PHILHARMONIC & OPERA FOUNDATION 1110 2ND STREET SACRAMENTO CA 95814 946140932 SUPPORT THE ACTIVITIES OF THE SACRAMENTO PHILHARMONIC & OPERA FOUNDATION CA 501(C)(3) PF SACRAMENTO REGION PERFORMING ARTS ALLIANCE 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 SACRAMENTO PHILHARMONIC & OPERA FOUNDATION C 102500 ACTUAL VALUE