2020-07-07T14:00:57-05:00 2019-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2018-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9165947333 1110 2ND STREET SACRAMENTO CA 95814 ALICE SAURO EXECUTIVE DIRECTOR 9165947333 2020-06-22 1 CATHY B HUDAK P00937963 9166466464 2020-06-22 207.231.71.251 2020-06-22 10:26:55 PD P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2018 2020-09-22 18:59:49Z ALICE SAURO 1110 2ND STREET SACRAMENTO CA 95814 2210084 0 X SACPHILOPERA.ORG X 1997 CA THE SACRAMENTO PHILHARMONIC & OPERA: FOSTER COMMUNITY, INSPIRE CURIOSITY, ENRICH LIVES. 19 19 190 30 6524 -1607 987485 1310344 728874 890624 1402 2145 2866 6971 1720627 2210084 0 0 0 0 917849 1097640 70224 78978 308956 796947 828268 1785020 2004886 -64393 205198 594220 735306 374368 310256 219852 425050 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 1577893 891071 THE MERGED ORGANIZATION OFFERED ITS FOURTH FULL SEASON UNDER THE NEW OPERATING MODEL. THE SEASON ONCE AGAIN INCLUDED SIX CLASSICAL AND THREE POPS PERFORMANCES, CULMINATING IN A SOLD OUT PERFORMANCE OF STAR WARS MUSIC AND A WELL-RECEIVED SEMI STAGED PRODUCTION OF VERDI'S "RIGOLETTO" AT SACRAMENTO'S COMMUNITY CENTER THEATRE. THE ORGANIZATION PERFORMS LIVE PROFESSIONAL SYMPHONIC MUSIC AND OPERA FOR THE SACRAMENTO REGION AND PROVIDES LIVE MUSIC FOR THE SACRAMENTO BALLET. THIS SEASON, THE ORCHESTRA ALSO PERFORMED AT THE MONDAVI CENTER WITH A MARIA CALLAS HOLOGRAM PRODUCTION AND WITH INTERNATIONALLY RENOWNED SINGER ANDREA BOCELLI AT THE GOLDEN1 CENTER. 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. WE CONTINUE TO GROW THIS PROGRAM FOR FUTURE YEARS. IN PARTNERSHIP WITH 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 EXPANDED THIS PROGRAM BY CREATING PARTNERSHIPS WITH OTHER ENTITIES TO PERFORM "POP-UP" CONCERTS FOR SPECIAL EVENTS. 1577893 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 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 37 0 1 190 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 1 1 1 1 1 0 CA X ALICE SAURO 9165947327 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 600 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 120576 0 0 121176 0 0 1 0 0 0 0 20000 39672 1250672 1310344 TICKET SALES 711110 640055 640055 SERVICES 900099 250569 250569 890624 2145 2145 ADVERTISING INCOME 541800 6524 6524 MISCELLANEOUS INCOME 900099 447 447 6971 2210084 891071 6524 2145 X 127248 96938 10716 19594 795617 601560 69482 124575 72350 59084 3927 9339 102425 83401 6849 12175 5780 1500 4280 24868 5691 18946 231 78978 78978 347081 344668 2413 121952 114487 23 7442 75700 49624 2320 23756 12468 9457 153 2858 59116 49084 2879 7153 90802 88864 288 1650 7036 888 1324 4824 1675 1326 349 17083 14617 781 1685 BANK/CREDIT CARD CHARGE 25573 17570 8003 PRODUCTION SUPPLIES 21431 21431 ORCHESTRA/PROGRAM COSTS 17703 17703 2004886 1577893 118037 308956 27811 99377 443047 569018 72473 13900 9865 9222 37588 41033 17585 14829 3436 2756 594220 735306 35008 48508 339360 261748 374368 310256 X -50648 2467 270500 114870 0 307713 219852 425050 594220 735306 205198 0 X X 0 1 X 1 0 X 660739 1021251 850698 987485 1310344 4830517 106962 645167 683402 728874 890624 3055029 17500 17500 17392 13145 65537 785201 1683918 1551492 1729504 2200968 7951083 221773 175561 249605 216628 255948 1119515 51540 42518 92528 55912 54964 297462 273313 218079 342133 272540 310912 1416977 6534106 163 121 181 1402 2145 4012 163 121 181 1402 2145 4012 584 2777 3361 66 1370 2084 2866 447 6833 786014 1688186 1553757 1733772 2203560 7965289 0.82030 0.82220 0.00050 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 66. 2015 AMOUNT: $ 1,370. 2016 AMOUNT: $ 2,084. 2017 AMOUNT: $ 2,866. 2018 AMOUNT: $ 447. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17585 14829 2756 2756 2255084 45000 45000 2210084 0 2210084 2049886 45000 45000 2004886 0 2004886 X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 38795 12186 26609 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 66792 0 38795 78978 26609 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 $5,963 FULFILLMENT PACKETS 77 --------------------------- TOTAL $6,040 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 THE ORGANIZATION LEASES ITS FACILTY FROM A BOARD MEMBER. THIS IS A DONATION AND THE ORGANIZATION PAYS NO RENT. 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 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 15 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 137,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,431. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 177,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,526. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 29,711. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,413. TOTAL EXPENSES 32,124. 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