2021-05-14T19:18:53-05:00 2020-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9165947333 1110 2ND STREET SACRAMENTO CA 95814 ALICE SAURO EXECUTIVE DIRECTOR 9165947333 2021-05-14 1 CATHY B HUDAK P00937963 9166466464 2021-05-14 2019 2022-09-23 18:48:47Z ALICE SAURO 1110 2ND STREET SACRAMENTO CA 95814 1737483 0 X SACPHILOPERA.ORG X 1997 CA THE SACRAMENTO PHILHARMONIC & OPERA: FOSTER COMMUNITY, INSPIRE CURIOSITY, ENRICH LIVES. 19 19 203 25 2857 -2375 1310344 1436107 890624 296228 2145 1705 6971 3443 2210084 1737483 0 0 0 0 1097640 773561 78978 128984 295297 828268 484728 2004886 1387273 205198 350210 735306 1076831 310256 301571 425050 775260 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 991968 296814 THE FIFTH CONCERT SEASON OF THE MERGED ORGANIZATION PRESENTED AN OPPORTUNITY TO BRING OUR ORCHESTRA TO NEW PLACES IN SACRAMENTO, DUE TO THE TEMPORARY CLOSURE AND RENOVATION OF OUR NORMAL VENUE. THE SEASON STARTED STRONG, WITH THE ORGANIZATION PRESENTING 4 CONCERT PROJECTS AT 3 DIFFERENT VENUES IN SACRAMENTO BETWEEN OCTOBER 2019 AND FEBRUARY 2020. IN FEBRUARY 2020, THE "1812 OVERTURE" PERFORMED AT SACRAMENTO'S MEMORIAL AUDITORIUM AND THE "MUSIC OF THE SPIRIT" PRESENTED AT THE CATHEDRAL OF THE BLESSED SACRAMENT DREW LARGE AUDIENCES. IN MARCH 2020, THE REMAINING SCHEDULED CONCERTS WERE POSTPONED DUE TO THE PANDEMIC. THE ORGANIZATION ADAPTED TO THE DIGITAL ENVIRONMENT, CONTINUED TO PROVIDE SUPPORT FOR THE "LINK UP" EDUCATION PROGRAM, AND BEGAN CREATING DIGITAL CONTENT FOR OUR AUDIENCES AND DONORS TO ACCESS FROM THE SAFETY OF THEIR HOMES. THE ORGANIZATION PERFORMS LIVE PROFESSIONAL SYMPHONIC MUSIC AND OPERA FOR THE SACRAMENTO REGION, CREATES EDUCATIONAL AND COMMUNITY ENGAGEMENT OPPORTUNITIES FOR THE REGION, AND PROVIDES LIVE MUSIC FOR THE SACRAMENTO BALLET. THE SACRAMENTO REGION PERFORMING ARTS ALLIANCE PARTNERED WITH THE WEILL MUSIC INSTITUTE AT CARNEGIE HALL TO BRING THEIR NATIONAL PROGRAM, LINK UP, TO SACRAMENTO. LINK UP IS A MUSIC EDUCATION CURRICULUM DESIGNED TO TEACH THIRD THROUGH FIFTH GRADERS VIA THEIR CLASSROOM TEACHER, THROUGHOUT THE SCHOOL YEAR. THIS PROGRAM FILLS THE VOID LEFT BY THE LOSS OF MUSIC EDUCATION PROGRAMS IN PUBLIC SCHOOLS. OVER 5,000 STUDENTS FROM AREA SCHOOL DISTRICTS WERE ABLE TO PARTICIPATE THIS SEASON AND TO PROVIDE RECORDERS FOR STUDENTS TO PRACTICE AT HOME. WE CONTINUE TO GROW THIS PROGRAM FOR FUTURE YEARS. WITH SUPPORT FROM THE CITY OF SACRAMENTO, THE ORGANIZATION CONTINUED OUTREACH TO THE COMMUNITY BY OFFERING A SERIES OF "POP-UP" CREATIVE CONCERTS IN PUBLIC SPACES WITH NO ADMISSION COSTS. THESE FREE CONCERTS ARE AIMED AT ENGAGING THE SACRAMENTO COMMUNITY IN MUSIC, THROUGH PERFORMANCE AND PARTICIPATION IN OUR "INSTRUMENT DISCOVERY ZONES". THE PROGRAM TOUCHES ON ALL OF THE COUNCIL DISTRICTS WITH A SPECIFIC FOCUS ON REVITALIZATION OF THE "PROMISE ZONE", A HIGH-POVERTY COMMUNITY DESIGNATED WITHIN THE CITY OF SACRAMENTO. THE ORGANIZATION ALSO EXTENDS THIS PROGRAM BY CREATING PARTNERSHIPS WITH OTHER ENTITIES TO PERFORM "POP-UP" CONCERTS FOR SPECIAL EVENTS. 991968 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 0 0 0 0 0 1 0 0 0 1 57 0 1 203 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 0 0 0 0 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 1.00 X 1720 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 CHRIS SEWARD 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 126885 0 1122 128605 0 1122 1 0 0 0 0 56000 56017 1324090 1436107 TICKET SALES 711110 290121 290121 SERVICES 900099 6107 6107 296228 1705 1705 ADVERTISING INCOME 541800 2857 2857 MISCELLANEOUS INCOME 900099 586 586 3443 1737483 296814 2857 1705 X 126811 93763 11523 21525 518975 383724 47160 88091 3903 1778 705 1420 57151 41174 6505 9472 66721 52529 4939 9253 26918 4247 21883 788 128984 128984 160405 160335 70 113861 110313 3548 58790 32666 6494 19630 12160 9532 111 2517 21918 21918 33671 33644 15 12 2166 521 1645 2161 1506 339 316 11922 10984 328 610 PRODUCTION SUPPLIES 17061 17061 BANK/CREDIT CARD CHARGE 12868 5446 6 7416 ORCHESTRA/PROGRAM COSTS 10827 10827 1387273 991968 100008 295297 99377 389673 569018 639530 13900 33237 9222 2510 41033 8681 20190 16990 2756 3200 735306 1076831 48508 28826 261748 132745 0 140000 310256 301571 X 2467 15702 422583 759558 425050 775260 735306 1076831 350210 0 X X 0 1 X 1 0 X 1021251 850698 987485 1310344 1436107 5605885 645167 683402 728874 890624 296228 3244295 17500 17392 13145 48037 1683918 1551492 1729504 2200968 1732335 8898217 175561 249605 216628 255948 639329 1537071 42518 92528 55912 54964 245922 218079 342133 272540 310912 639329 1782993 7115224 121 181 1402 2145 1705 5554 121 181 1402 2145 1705 5554 2777 2777 1370 2084 2866 447 586 7353 1688186 1553757 1733772 2203560 1734626 8913901 0.79820 0.82030 0.00060 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 1,370. 2016 AMOUNT: $ 2,084. 2017 AMOUNT: $ 2,866. 2018 AMOUNT: $ 447. 2019 AMOUNT: $ 586. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307713 200000 507713 1.00000 0 0 20190 16990 3200 3200 SBA PPP LOAN 140000 140000 1732180 50497 200 50697 1681483 56000 56000 1737483 1444143 50497 6373 56870 1387273 0 1387273 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 200. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 56,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION EXPENSES 6,373. X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 51562 20060 31502 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 108924 0 51562 128984 31502 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 $12,308 FULFILLMENT PACKETS 257 --------------------------- TOTAL $12,565 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'S FINANCE COMMITTEE OR THE BOARD TREASURER AND BOARD PRESIDENT BEFORE IT IS FILED WITH THE IRS AT A TIME TO BE DETERMINED TO MEET THE IRS' DEADLINE FOR FILING. 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 71,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 70. TOTAL EXPENSES 71,945. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 44,513. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,513. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 43,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,947. 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 333 UNIVERSITY AVE SUITE 200 SACRAMENTO CA 95825 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 0 0 0 0 0 0 0 0 SACRAMENTO PHILHARMONIC & OPERA FOUNDATION C 56000 ACTUAL AMOUNT