2022-01-10T15:46:43-06:00 2020-06-30 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990 2019-07-01 770347413 OPERA SANTA BARBARA OPER 8058983890 1330 STATE STREET 209 SANTA BARBARA CA 93101 KONSTANTINOS PROTOPAPAS ARTISTIC & GENERAL DIRECTOR 8058983890 2021-12-18 1 VANESSA M GARCIA P01255292 8059664157 2019 2022-09-23 18:48:47Z JOAN RUTKOWSKI 1330 STATE STREET 209 SANTA BARBARA CA 93101 1444258 0 X OPERASB.ORG X 1994 CA AS A DESTINATION OPERA COMPANY, OPERA SANTA BARBARA PRESENTS A DIVERSE REPERTOIRE OF TRADITIONAL AND CONTEMPORARY OPERA PRODUCTIONS THAT ARE EXCITING AND HIGH-QUALITY AS WELL AS COMMUNITY PROGRAMS THAT CELEBRATE THE BREATH AND BEAUTY OF OPERA. 20 20 71 39 0 0 1210848 1151830 323353 247789 8496 2269 -39798 -27962 1502899 1373926 0 0 0 0 451129 612181 10986 0 98874 1150429 785184 1612544 1397365 -109645 -23439 290496 301089 162723 195566 127773 105523 X SEE SCHEDULE 0FOUNDED IN 1994, OPERA SANTA BARBARA CONTRIBUTES TO THE CULTURAL ENRICHMENT OF OUR AUDIENCES BY PRESENTING COMPELLING, HIGH-QUALITY PRODUCTIONS AND COMMUNITY PROGRAMS THAT CELEBRATE THE BEAUTY AND BREADTH OF OPERA. THE COMPANY ANNUALLY PRESENTS MAIN STAGE PRODUCTIONS OF HIGHLY ACCLAIMED TRADITIONAL AND NEW OPERAS; EDUCATES CHILDREN IN THE ART AND MEANING OF OPERA; DEVELOPS OPERATIC MUSICIANSHIP IN PROMISING YOUNG ARTISTS IN OUR COMMUNITY AND FROM AROUND THE COUNTRY; AND PROVIDES FREE OPERATIC PROGRAMS, BOTH EDUCATIONAL AND MUSICAL, TO MORE THAN 4,000 RESIDENTS IN OUR BROADER TRI-COUNTY REGION. 0 0 749419 247789 SEE SCHEDULE OMAIN STAGE PRODUCTIONS & CONCERTS. AS THE ONLY PRESENTER OF PROFESSIONAL OPERA SERVING CALIFORNIA'S CENTRAL COAST, OUR COMPANY'S DIVERSE REPERTOIRE INCLUDES POPULAR OPERA FAVORITES, LESSER KNOWN OPERAS, CONTEMPORARY AMERICAN WORKS AND A WORLD PREMIER (STEPHEN SCHWARTZ'S SEANCE ON A WET AFTERNOON) FEATURING REGIONAL AND NATIONALLY-RECOGNIZED ARTISTS. OPERA SB'S 2019-20 SEASON WAS MODIFIED TO ADAPT TO COVID-19 MANDATED CLOSURES THAT RESULTED IN A MIXTURE OF FULLY STAGED AND VIRTUAL OFFERINGS. WORKS PRESENTED INCLUDED A GRAND OPERA STAGING OF MADAMA BUTTERFLY (GRANADA THEATER, NOVEMBER 2019), AND IL POSTINO (LOBERO THEATRE, MARCH 2020). FREE LIVE STREAMS OF PAST OPERA SB PRODUCTIONS INCLUDED: IL POSTINO, THE CRUCIBLE AND EUGENE ONEGIN (APRIL 2020). 98658 SEE SCHEDULE OEDUCATION & OUTREACH. OPERA SANTA BARBARA'S GROWING PORTFOLIO OF COMMUNITY PROGRAMS SERVES AUDIENCES, AGE 8 AND UP IN SCHOOLS AND PUBLIC VENUES IN SANTA BARBARA AND VENTURA COUNTIES. THESE FREE AND LOW-COST ACTIVITIES INCLUDE:OPERA LAB, AN INNOVATIVE, HIGHLY INTERACTIVE IN-SCHOOL PROGRAM INTRODUCING YOUNGER CHILDREN TO THE A-B-AND HIGH C'S OF OPERA GUIDED BY PROFESSIONAL SINGERS; SANTA BARBARA YOUTH OPERA SERVING STUDENT SINGERS GRADES 3-12 WITH TUITION-FREE INSTRUCTION AND PERFORMANCE OPPORTUNITIES IN A FUN AND ARTISTICALLY CHALLENGING ENVIRONMENT. PRIOR TO COVID-19 CLOSURES, OPERA SB HOSTED 18 FREE COMMUNITY CONCERTS, ONE OPEN REHEARSAL, AND FIVE OPERA TALKS AND VOCAL WORKSHOPS FOR MORE THAN 1,523 PARTICIPANTS FROM SANTA MARIA TO OXNARD, CA. OPERA LAB VISITED 14 SANTA BARBARA COUNTY SCHOOLS DIRECTLY SERVING 854 STUDENTS. 74190 SEE SCHEDULE OCHRISMAN STUDIO ARTISTS. OPERA SANTA BARBARA DEVELOPS THE NEXT GENERATION OF OPERA SINGERS BY PROVIDING MAINSTAGE PERFORMANCE OPPORTUNITIES AND VALUABLE TRAINING TO SOME OF AMERICA'S MOST TALENTED YOUNG ARTISTS. NOW IN ITS 13TH YEAR, SINGERS SELECTED FOR THESE COVETED RESIDENT APPRENTICESHIPS WORK WITH TOP INDUSTRY DIRECTORS, CONDUCTORS, AND COACHES IN MASTERCLASSES, INDIVIDUAL COACHING, AND PUBLIC PERFORMANCES--INCLUDING COVER AND MAINSTAGE ROLE ASSIGNMENTS. THIS SEASON'S FOUR STUDIO ARTISTS PERFORMED IN THE COMPANY'S PRODUCTION OF MADAMA BUTTERFLY AND IL POSTINO. THEY ALSO SERVE AS RESIDENT ARTISTS PERFORMING WITH OUR OPERA LAB AND COMMUNITY CONCERT SERIES. 922267 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 115 0 1 71 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8058983890 1330 STATE STREET 209 SANTA BARBARA CA 93101 SUSAN ABERLE DIRECTOR 2.00 X 0 0 0 BARBARA BURGER DIRECTOR 2.00 X 0 0 0 NICHOLAS BURLETT DIRECTOR 2.00 X 0 0 0 SARAH CHRISMAN DIRECTOR 2.00 X 0 0 0 PATRICIA DIXON DIRECTOR 2.00 X 0 0 0 JOSEPHA DIRADO DIRECTOR 2.00 X 0 0 0 MAHRI KERLEY DIRECTOR 2.00 X 0 0 0 DYLAN MINOR DIRECTOR 2.00 X 0 0 0 CHRISTINA OMDAHL DIRECTOR 2.00 X 0 0 0 DAN REICKER DIRECTOR 2.00 X 0 0 0 ERIC SMALL DIRECTOR 2.00 X 0 0 0 JUDITH SMITH DIRECTOR 2.00 X 0 0 0 SANDRA URQUHART DIRECTOR 2.00 X 0 0 0 ROBERT WEINMAN DIRECTOR 2.00 X 0 0 0 SIMON WILLIAMS DIRECTOR 2.00 X 0 0 0 JOANNE YOUNGER DIRECTOR 2.00 X 0 0 0 JOAN RUTKOWSKI CHAIR 2.00 X X 0 0 0 MARY DORRA VICE CHAIR 2.00 X X 0 0 0 CHRISTINE HOLLAND SECRETARY 2.00 X X 0 0 0 DAN HONE TREASURER 2.00 X X 0 0 0 KOSTIS PROTOPAPAS ARTISTIC AND GENERAL DIREC 40.00 X 131590 0 4908 131590 0 4908 1 0 0 0 0 212875 18000 920955 21376 1151830 OPERA PERFORMANCES 711110 247789 247789 247789 1173 1173 21946 20850 1096 1096 1096 21520 212875 49482 -27962 -27962 1373926 247789 0 -25693 X 131301 131301 409308 232410 122243 54655 17113 14759 2354 54459 28483 21289 4687 48060 48060 287142 282126 5016 40714 34404 1435 4875 21021 11064 7966 1991 50212 38562 693 10957 6825 6825 175789 147942 27847 37004 37004 13829 4682 3838 5309 5416 5416 1893 1420 189 284 26538 20945 3593 2000 OPERA PRODUCTION COSTS 61641 61641 FUNDRAISING IN-KIND 9100 9100 1397365 922267 376224 98874 22018 78886 150000 50000 60953 74784 2600 13500 210690 210690 1893 0 53032 83919 290496 301089 18744 4493 63979 71390 20000 0 10000 0 50000 0 0 119683 162723 195566 X -125227 -94477 253000 200000 127773 105523 290496 301089 -23439 1189 0 X 0 0 0 X 865336 977143 1359525 1210848 1181278 5594130 485437 471709 310605 96165 247789 1611705 1350773 1448852 1670130 1307013 1429067 7205835 116645 323947 269500 330254 1040346 0 116645 323947 269500 330254 1040346 6165489 84 33132 145 1504 1173 36038 84 33132 145 1504 1173 36038 1350857 1481984 1670275 1308517 1430240 7241873 0.85140 0.89640 0.00500 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53032 30000 887 83919 66452 10654 5926 30000 53032 66452 66452 0.36000 0.60000 0.04000 0 0 60121 60121 0 150569 150569 0 0 EXCHANGE TRADED FUNDS 83919 F 83919 PPP LOAN 119683 119683 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT PROVIDES FOR GENERAL SUPPORT OF THE OPERA SANTA BARBARA. ANNUAL GALA CONCERT 228113 206593 21520 5000 38447 2692 3343 228113 206593 21520 5000 38447 2692 3343 49482 -27962 AC MOORE DIRECTOR 0 INVESTMENT ADVISOR - A.C. MOORE IS A BOARD MEMBER AND OWNER OF DUNVEGAN ASSOCIATES, INC., WHICH MANAGES THE OPERA'S INVESTMENTS PRO-BONO. DUNVEGAN ASSOCIATES, INC. IS NOT THE CUSTODIAN. 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND ACCOUNTANT REVIEW THE 990 AND THEN PRESENT TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR OR COMMITTEE MEMBER WHO SERVES AS A DIRECTOR, TRUSTEE, OFFICER, STAFF MEMBER, CONSULTANT OR IN A SIMILAR CAPACITY TO AN ORGANIZATION THAT IS CURRENTLY PROVIDING FUNDS TO THE ORGANIZATION, OR IS PROVIDING GOODS OR SERVICES TO THE ORGANIZATION, OR IS RECEIVING FINANCIAL SUPPORT FROM THE ORGANIZATION OR HAS SOME OTHER DIRECT TANGIBLE FINANCIAL RELATIONSHIP WITH THE ORGANIZATION SHALL INCLUDE SUCH INFORMATION ON A FORM THAT THE ORGANIZATION WILL COLLECT ANNUALLY, AND SHALL PROVIDE UPDATED INFORMATION TO THE PRESIDENT AS CIRCUMSTANCES CHANGE. IN ADDITION, IF ANY IMMEDIATE FAMILY MEMBER OF A DIRECTOR OR COMMITTEE MEMBER ALSO SERVES IN A SIMILAR CAPACITY FOR AN ORGANIZATION OF THE TYPE DESCRIBED ABOVE, SUCH DIRECTOR OR COMMITTEE MEMBER SHALL INCLUDE SUCH INFORMATION ON HIS OR HER ANNUAL REPORTING FORM AND ANY UPDATES. THE PRESIDENT SHALL ANNUALLY PREPARE, AND CIRCULATE TO THE ENTIRE BOARD OF DIRECTORS, A LIST OF AFFILIATIONS OF BOARD MEMBERS WITH OUTSIDE ORGANIZATIONS THAT MAY CREATE CONFLICTS. UNLESS OTHERWISE NOTIFIED, THE PRESIDENT MAY ASSUME THAT PAST AFFILIATIONS ARE CONTINUING. A COPY OF THIS CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH CURRENT DIRECTOR AND COMMITTEE MEMBERS. ALL NEW DIRECTORS AND COMMITTEE MEMBERS SHALL BE ADVISED OF THIS POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. THIS POLICY SHALL BE REVIEWED ANNUALLY OR AS REQUESTED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED SEVERAL YEARS AGO BY USING COMPARABLE DATA FROM OTHER ORGANIZATIONS; THE AMOUNT WHEN DETERMINED UPON HIRING WAS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 990 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY CALLING THE OFFICE DURING BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G MISC PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 282,126. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,016. TOTAL EXPENSES 287,142.