2022-05-16T14:52:17-05:00 2021-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9164765975 1110 2ND STREET SACRAMENTO CA 95814 GIULIANO KORNBERG EXECUTIVE DIRECTOR 9164765975 2022-05-13 1 GIULIANO KORNBERG 999009999 LINDA D GEERY P00364484 9166466464 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GIULIANO KORNBERG 1110 2ND STREET SACRAMENTO CA 95814 1309033 0 X SACPHILOPERA.ORG X 1997 CA THE SACRAMENTO PHILHARMONIC & OPERA: FOSTER COMMUNITY, INSPIRE CURIOSITY, ENRICH LIVES. 18 18 135 17 0 0 1436107 1306727 296228 0 1705 945 3443 1361 1737483 1309033 0 507713 0 0 773561 568426 128984 80445 265605 484728 273364 1387273 1429948 350210 -120915 1076831 1035055 301571 380710 775260 654345 X THE MISSION OF THE SACRAMENTO REGION PERFORMING ARTS ALLIANCE IS TO FOSTER COMMUNITY, INSPIRE CURIOSITY, AND ENRICH LIVES THROUGH PERFORMANCE OF QUALITY SYMPHONIC MUSIC AND OPERA FOR THE GREATER SACRAMENTO REGION. THE MISSIONS IS ENACTED VIA LIVE PROFESSIONAL PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES THAT INSPIRE, ENRICH, AND EXCITE OUR COMMUNITY. 0 0 1074699 507713 1361 THIS PAST FISCAL YEAR, DESPITE OUR INABILITY TO PERFORM IN LIVE SETTINGS DUE TO COVID-19, WE REMAINED COMMITTED TO OFFERING OUR PATRONS, DONORS, AND COMMUNITY MEMBERS MUSICAL EXPERIENCES VIA DIGITAL PLATFORMS THAT THEY COULD ENJOY SAFELY FROM THEIR HOMES. IN THE FALL OF 2020, WE PROGRAMMED OUR FIRST EVER "CHAMBER MUSIC MASTERWORKS" DIGITAL SERIES, A FOUR-CONCERT SET WITH A RECITAL FEATURING OUR CONCERTMASTER; A TWO-WEEK BEETHOVEN FESTIVAL; AND A HOLIDAY BRASS CONCERT, ALL PROVIDED FOR FREE TO OUR DONORS AND SUBSCRIBERS AS A THANKS FOR THEIR SUPPORT. ALL THIS ACTIVITY FEATURED INTERVIEWS WITH OUR MUSICIANS AND GUEST ARTISTS, ALLOWING OUR PATRONS TO EXPERIENCE OUR WORK IN A MORE PERSONALIZED WAY. IN FEBRUARY 2021, WE PROGRAMMED A "ROMANCING THE OPERA" DIGITAL STREAM, ALLOWING THOSE THAT ENJOY OPERA THE OPPORTUNITY TO HEAR OPERATIC WORKS SAFELY. LASTLY, IN THE SPRING OF 2021, WE PROGRAMMED OUR "SPRING SOIRES" DIGITAL SERIES, FOUR MORE PERFORMANCES FEATURING THE MUSIC OF GRIEG, COPLAND, TCHAIKOVSKY, AND DEBUSSY, ALL RECORDED AT THE MONDAVI CENTER UNDER THE BATON OF STUART CHAFETZ. THIS ACTIVITY ALLOWED US TO STAY CONNECTED WITH OUR COMMUNITY AND MORE SUCCESSFULLY PAVE THE WAY FOR OUR TRIUMPHANT RETURN TO LIVE PERFORMANCES IN THE CONCERT HALL, CLASSROOMS, AND GATHERING SPACES ACROSS THE REGION. IN ADDITION TO OUR DIGITALLY STREAMED CONCERTS, WE WERE ALSO ABLE TO PIVOT OUR LINK UP MUSIC EDUCATION PROGRAM TO A VIRTUAL MEDIUM. WITH LINK UP, OUR EDUCATION MANAGER CHARLA JEANNE LAWSON WAS ABLE TO ZOOM WITH OUR PARTNER SCHOOLTEACHERS TO LEAD PROFESSIONAL DEVELOPMENT SESSIONS, TEACH THEM THE LINK UP CURRICULUM, AND GIVE THEM TOOLS TO NAVIGATE DISTANCE-LEARNING. THE TEACHERS THEN TAUGHT THE CURRICULUM TO THEIR STUDENTS DIGITALLY THROUGHOUT THE YEAR, AND MS. LAWSON AND SP&O EDUCATION ASSISTANT SAMANTHA ROSAS WERE CONSISTENTLY AVAILABLE WHEN TEACHERS NEEDED THEIR ASSISTANCE WITH THEIR INSTRUCTION. THROUGH THE PROGRAM, WE OFFERED ADDITIONAL SUPPORT/STRATEGIES TO HELP TEACHERS WITH THEIR INSTRUCTION AND MUSIC EDUCATION SKILL DEVELOPMENT:HOSTED "OPEN HOUSES" WHERE TEACHERS COULD ASK QUESTIONS, LEARN ABOUT RESOURCES, AND HAVE OPEN-FORUM DISCUSSIONS ABOUT PROGRAM IMPLEMENTATION.CREATED OUR "TEACHER SEMINAR SERIES," WHICH PROVIDED OUR REGION'S MUSIC AND ARTS TEACHERS WITH AN INTRODUCTION AND FOUNDATION IN SOCIAL/EMOTIONAL LEARNING.RE-DESIGNED THE LINK UP FINAL CONCERT DIGITALLY, SO THAT THE STUDENTS COULD STILL RECEIVE A FINAL CONCERT EXPERIENCE, PERFORM WHAT THEY LEARNED VIRTUALLY WITH A PRE-RECORDED SMALL GROUP OF SP&O MUSICIANS PLAYING, AND STAY SAFELY IN THEIR HOMES IN THE PROCESS. TO FURTHER GIVE BACK TO THE COMMUNITY, WE PERFORMED A SERIES OF FREE, OUTDOOR POP-UP CONCERTS IN MAY 2021 THAT FAMILIES COULD SAFELY ACCESS AND LISTEN TO. OVER A TWO-DAY PERIOD CENTERED AROUND BIG DAY OF GIVING, WE PERFORMED IN OLD SACRAMENTO, DOCO, FAIRYTALE TOWN, FIZZ CHAMPAGNE AND BUBBLES BAR, AND ESKATON CARMICHAEL. THESE WERE OUR FIRST LIVE PERFORMANCES IN OVER A YEAR, AND ALL OF THEM WERE PROGRAMMED TO INSPIRE OUR CITY AND COMMUNITY WHO HAVE CONTINUED TO SUPPORT AND INVEST IN OUR WORK. 1074699 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 135 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 CA X NAOMI WILSON 9162284298 1110 2ND STREET SACRAMENTO CA 95814 VIRGINIA VARELA PRESIDENT 0.00 X X 0 0 0 JOHN SHIREY 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 HELEN MENDEL DIRECTOR 0.00 X 0 0 0 SHEREE MEYER DIRECTOR 0.00 X 0 0 0 JOHN L MILLER 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 HENRY WIRZ DIRECTOR 0.00 X 0 0 0 ALICE SAURO EXECUTIVE DIRECTOR 40.00 X 119523 0 0 119523 0 0 1 0 0 0 0 8000 417363 881364 1306727 945 945 MISCELLANEOUS INCOME 900099 1361 1361 1361 1309033 1361 0 945 507713 507713 116023 71905 12801 31317 379737 235341 41896 102500 6939 3791 915 2233 32050 22257 4334 5459 33677 18358 4453 10866 27468 4068 23400 80445 80445 100765 100765 16199 12599 3600 28400 14600 1142 12658 19264 14791 285 4188 16338 16338 12149 10136 2013 900 737 163 1777 1199 198 380 21462 21435 27 PRODUCTION SUPPLIES 18657 18657 BANK/CREDIT CARD CHARGE 9985 9 30 9946 1429948 1074699 89644 265605 389673 443283 639530 527512 33237 51125 2510 825 8681 10887 20190 18767 3200 1423 1076831 1035055 28826 78971 132745 132739 140000 169000 301571 380710 X 15702 551345 759558 103000 775260 654345 1076831 1035055 -120915 0 X X 0 1 X 1 0 X 850698 987485 1310344 1436107 1306727 5891361 683402 728874 890624 296228 2599128 17392 13145 30537 1551492 1729504 2200968 1732335 1306727 8521026 249605 216628 255948 639329 111134 1472644 92528 55912 54964 233773 437177 342133 272540 310912 639329 344907 1909821 6611205 181 1402 2145 1705 945 6378 181 1402 2145 1705 945 6378 2084 2866 447 586 1361 7344 1553757 1733772 2203560 1734626 1309033 8534748 0.77460 0.79820 0.00070 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 2,084. 2017 AMOUNT: $ 2,866. 2018 AMOUNT: $ 447. 2019 AMOUNT: $ 586. 2020 AMOUNT: $ 1,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 507713 507713 307713 200000 507713 0.00000 0 0 20190 18767 1423 1423 SBA PPP LOAN 169000 169000 1839005 48539 489433 537972 1301033 8000 8000 1309033 971767 48539 993 49532 922235 507713 507713 1429948 PART V, LINE 4: THE FORMAL ENDOWMENT AND RELATED SPENDING POLICIES ARE CURRENTLY BEING DRAFTED BY THE ALLIANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION INVESTMENT INCOME 131,000. SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION ENDOWMENT CONTRIBUTIONS 358,237. SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION MISCELLANEOUS INCOME 196. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 8,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION EXPENSES 993. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT TO SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 507,713. X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 48933 19953 28980 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 60492 0 48933 80445 28980 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 $ 0 FULFILLMENT PACKETS $303 --------------------------- TOTAL $303 0 SACRAMENTO PHILHARMONIC & OPERA FOUNDATION 1110 2ND STREET SACRAMENTO CA 95814 946140932 501(C)(3) 507713 GENERAL SUPPORT 1 FORM 990, PART VI, SECTION A, LINE 1 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 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SACRAMENTO PHILHARMONIC & OPERA FOUNDATION C 8000 ACTUAL AMOUNT SACRAMENTO PHILHARMONIC & OPERA FOUNDATION B 507713 ACTUAL AMOUNT