2023-09-18T09:55:39-05:00 2022-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2021-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9164765975 1110 2ND STREET SACRAMENTO CA 95814 GIULIANO KORNBERG EXECUTIVE DIRECTOR 9164765975 2023-09-15 1 GIULIANO KORNBERG 999009999 AMANDA H WILLIAMS P01281212 9166466464 2023-09-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GIULIANO KORNBERG 1110 2ND STREET SACRAMENTO CA 95814 2472713 0 X SACPHILOPERA.ORG X 1997 CA BUILD COMMUNITY, INSPIRE A LOVE OF THE PERFORMING ARTS AND ENRICH LIVES THROUGH MUSIC. 16 16 181 16 4879 0 1306727 1711462 0 754651 945 833 1361 5767 1309033 2472713 507713 0 0 0 568426 1286801 80445 86956 252988 273364 967505 1429948 2341262 -120915 131451 1035055 1093798 380710 308002 654345 785796 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 1986529 755539 THIS PAST YEAR, THE SACRAMENTO PHILHARMONIC & OPERA WAS ABLE TO SUCCESSFULLY RETURN TO LIVE, IN-PERSON PERFORMANCES AFTER ITS INABILITY TO PERFORM IN THE 2020-21 FISCAL YEAR DUE TO COVID. IN THE 2021-22 SEASON, THE SACRAMENTO PHILHARMONIC & OPERA RETURNED TO THE SAFE CREDIT UNION PERFORMING ARTS CENTER (SAFE PAC) AND SUCCESSFULLY CARRIED OUT ITS SEVEN-CONCERT SEASON: "SAINT-SAENS THUNDERING ORGAN SYMPHONY" IN SEPTEMBER (AT MEMORIAL AUDITORIUM); KAHANE PLAYS AND CONDUCTS MOZART IN NOVEMBER (AT THE SAFE PAC); A BAROQUE CHRISTMAS IN DECEMBER; BEETHOVEN'S EMPEROR CONCERTO IN JANUARY; VALENTINE'S WEEKEND OPERA FAVORITES IN FEBRUARY; ROMANTIC RACHMANINOFF IN MARCH; AND THE BARBER OF SEVILLE IN MAY. IN ADDITION TO OUR SEVEN PERFORMANCES, THE SACRAMENTO PHILHARMONIC & OPERA WAS ALSO ABLE TO PROVIDE MUSIC VIA OTHER PERFORMANCE OPPORTUNITIES. ON JULY 4TH, WE PARTNERED WITH THE SACRAMENTO RIVER CATS TO PERFORM AT SUTTER HEALTH PARK. FEATURING A MEDLEY OF CLASSICAL, PATRIOTIC, AND POPS PIECES WITH THE LAST PART OF THE SHOW SET TO FIREWORKS IT WAS A TERRIFIC WAY TO BE REUNITED WITH AND CELEBRATE OUR COMMUNITY AFTER ALMOST A YEAR AND A HALF APART. THERE WERE APPROXIMATELY 5,000 PEOPLE IN ATTENDANCE, AND MANY OF THEM WERE FIRST TIME ATTENDEES. ADDITIONALLY, ON OCTOBER 23RD, OUR MUSICIANS AND CHORUS PERFORMED AT THE GOLDEN 1 CENTER WITH ANDREA BOCELLI FOR THE THIRD TIME IN OUR HISTORY IN FRONT OF MORE THAN 11,000 INDIVIDUALS. LASTLY, WE PROVIDED LIVE MUSIC FOR ALL PERFORMANCES OF THE SACRAMENTO BALLET'S "THE NUTCRACKER." 1986529 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 22 0 1 181 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 0 1 1 1 0 0 CA X GIULIANO KORNBERG 6128659198 1110 2ND STREET SACRAMENTO CA 95814 JOHN SHIREY PRESIDENT 0.00 X X 0 0 0 SHEREE MEYER VICE PRESIDENT 0.00 X X 0 0 0 DAVID R MOTES TREASURER 0.00 X X 0 0 0 SUE MILLER SECRETARY 0.00 X X 0 0 0 NINA ANKELE DIRECTOR 0.00 X 0 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 X 0 0 0 DICK OSEN DIRECTOR 0.00 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 ALICE SAURO EXECUTIVE DIRECTOR - FORMER 40.00 X 119074 0 3572 GIULIANO KORNBERG EXECUTIVE DIRECTOR - CURRENT 40.00 X 65825 0 5777 184899 0 9349 1 0 0 0 0 20000 340543 1350919 44443 1711462 TICKET SALES 711110 483652 483652 SERVICES 900099 270999 270999 754651 833 833 ADVERTISING INCOME 541800 4879 4879 MISCELLANEOUS INCOME 900099 888 888 5767 2472713 755539 4879 833 X 177094 149435 9374 18285 900124 764218 46076 89830 5233 3409 618 1206 89247 77431 3924 7892 115103 101799 4510 8794 36201 8031 27397 773 86956 86956 424935 424914 21 132886 121415 38 11433 114986 86162 6790 22034 7706 6522 592 592 54320 52214 1053 1053 107034 107034 1697 1566 43 88 1002 654 348 16060 13950 985 1125 PRODUCTION SUPPLIES 38177 38177 BANK/CREDIT CARD CHARGE 31059 28169 332 2558 OTHER EXPENSE 1442 1429 13 2341262 1986529 101745 252988 443283 306352 527512 753781 51125 14120 825 381 10887 18744 7867 7447 1423 420 1035055 1093798 78971 45196 132739 262806 169000 0 380710 308002 X 551345 630250 103000 155546 654345 785796 1035055 1093798 131451 0 X X 0 1 X 1 0 X 987485 1310344 1436107 1306727 1711462 6752125 728874 890624 296228 754651 2670377 13145 13145 1729504 2200968 1732335 1306727 2466113 9435647 216628 255948 639329 111134 345467 1568506 55912 54964 233773 344649 272540 310912 639329 344907 345467 1913155 7522492 1402 2145 1705 945 833 7030 1402 2145 1705 945 833 7030 2866 447 586 1361 888 6148 1733772 2203560 1734626 1309033 2467834 9448825 0.79610 0.77460 0.00070 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,866. 2018 AMOUNT: $ 447. 2019 AMOUNT: $ 586. 2020 AMOUNT: $ 1,361. 2021 AMOUNT: $ 888. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 507713 507713 307713 200000 507713 7867 7447 420 420 2528675 48000 27962 75962 2452713 20000 20000 2472713 2390925 48000 1663 49663 2341262 0 2341262 PART XI, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION INVESTMENT INCOME -189,634. SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION ENDOWMENT CONTRIBUTIONS 217,600. SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION MISCELLANEOUS INCOME -4. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 20,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION EXPENSES 1,663. X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 37690 21029 16661 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 65927 0 37690 86956 16661 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. 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 $5,280 FULFILLMENT PACKETS $680 --------------------------- TOTAL $5,960 X DONATED TICKETS 379 41925 FMV X SUPPLIES 3 2118 COST 0 0 0 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 $48,000. 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 12 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 117,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,418. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 240,779. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,779. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 66,717. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 21. TOTAL EXPENSES 66,738. 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 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 SACRAMENTO PHILHARMONIC & OPERA FOUNDATION C 20000 ACTUAL AMOUNT