2020-07-15T23:22:02-05:00 2019-06-30 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990 2018-07-01 770347413 OPERA SANTA BARBARA OPER 8058983890 1330 STATE STREET 209 SANTA BARBARA CA 93101 KONSTANTINOS PROTOPAPAS ARTISTIC & GENERAL DIRECTOR 8058983890 2020-07-15 1 VANESSA M GARCIA P01255292 8059664157 64.88.174.3 2020-07-15 19:37:48 PD P 90D47227EE3C59BF6A994D2D496EF7EDBFE21871 48CEA38ED960488F6A558DD02CBC96806013FA55 2018 2020-09-23 17:36:50Z JOAN RUTKOWSKI 1330 STATE STREET 209 SANTA BARBARA CA 93101 1739982 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 61 40 0 0 1359525 1210848 282068 323353 145 8496 28537 -39798 1670275 1502899 0 0 0 0 314905 451129 0 10986 112460 1035532 1150429 1350437 1612544 319838 -109645 1823897 290496 177467 162723 1646430 127773 X SEE SCHEDULE 0FOUNDED IN 1994, OPERA SANTA BARBARA CELEBRATED ITS 25TH ANNIVERSARY SEASON CONTRIBUTING 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 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 6,000 RESIDENTS IN OUR BROADER TRI-COUNTY REGION. 0 0 1097623 323353 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 CELEBRATORY 25TH ANNIVERSARY SEASON FEATURED A GRAND OPERA STAGING OF LA BOHEME (GRANADA THEATER, NOVEMBER 2018), AND A CELEBRATORY ANNIVERSARY CONCERT HONORING COMPANY CO-FOUNDER, MARILYN GILBERT. (LOBERO THEATRE, JANUARY 2019). OTHER MAIN STAGE PRODUCTIONS INCLUDED PERFORMANCES OF EUGENE ONEGIN (MARCH 2019) AND THE CRUCIBLE (APRIL 2019) BOTH AT THE LOBERO THEATRE. ATTENDANCE FOR THESE TICKETED PERFORMANCES WAS 5,012. 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. NEW TO THE 2018-19 SEASON WAS A SUMMER CAMP FOR AGES 10-16 FEATURING THE YOUTH OPERA ODYSSEY WITH TWO COMMUNITY PERFORMANCES. LOCAL NOONTIME CONCERTS, ARE 24 FREE TO THE PUBLIC, HOUR-LONG CONCERTS FEATURING THE CHRISMAN STUDIO ARTISTS HELD IN LIBRARIES AND MUSEUMS ALONG THE CENTRAL COAST; AND PRESENTING A STUDENT MATINEE OF THE CRUCIBLE, GIVING 500+ HIGH SCHOOL STUDENTS THE OPPORTUNITY TO SEE A FULL-LENGTH PROFESSIONAL OPERA AND HEAR FROM MEMBERS OF THE CAST AT THE LOBERO THEATRE. THIS SEASON, MORE THAN 3,367 AREA RESIDENTS OF ALL AGES BENEFITED FROM OUR COMMUNITY PROGRAMS. 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 12TH 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 STUDIO ARTISTS WERE THE LEAD ARTISTS FOR DR. MIRACLE AT THE CENTER STAGE THEATER IN SANTA BARBARA. THEY ALSO SERVE AS RESIDENT ARTISTS PERFORMING WITH OUR OPERA LAB AND NOONTIME CONCERT SERIES. 1097623 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 86 0 1 61 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 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 AC MOORE 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 JON DUPRAU 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 127556 0 1178 127556 0 1178 1 0 0 0 0 217821 10000 983027 35020 1210848 OPERA PERFORMANCES 711110 323353 323353 323353 1504 1504 108112 101120 6992 6992 6992 96165 217821 135963 -39798 -39798 1502899 323353 0 -31302 X 131534 26307 105227 278896 121290 157606 6150 5529 621 34549 7808 26741 75702 74602 1100 47702 47702 10986 10986 13564 13564 442131 390167 51964 50793 42842 7951 28624 10410 12181 6033 28030 19463 2421 6146 5800 5800 264793 228971 24062 11760 30911 27020 3891 8266 100 3828 4338 4186 4186 14492 10869 1449 2174 11493 8620 2873 OPERA PRODUCTION COSTS 109495 108198 1297 EDUCATION & OUTREACH 9627 9627 FUNDRAISING 4820 4820 1612544 1097623 402461 112460 21830 22018 200000 150000 105603 60953 5750 2600 210690 208797 16385 1893 66452 53032 1407877 0 1823897 290496 13838 18744 113629 63979 20000 10000 50000 50000 177467 162723 X 34053 -125227 204500 253000 1407877 0 1646430 127773 1823897 290496 -109645 -1135 -1407877 0 X 0 0 0 X 1043285 865336 977143 1359525 1210848 5456137 339293 485437 471709 310605 96165 1703209 1382578 1350773 1448852 1670130 1307013 7159346 116645 323947 269500 710092 0 116645 323947 269500 710092 6449254 95 84 33132 145 1504 34960 95 84 33132 145 1504 34960 1382673 1350857 1481984 1670275 1308517 7194306 0.89640 0.86650 0.00490 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66452 10654 5926 0 30000 0 53032 66452 66452 1.00000 0 0 60121 60121 0 150569 148676 1893 1893 EXCHANGE TRADED FUNDS 53032 F 53032 PART V, LINE 4: THE QUASI-ENDOWMENT PROVIDES FOR GENERAL SUPPORT OF THE OPERA SANTA BARBARA. ANNUAL GALA CONCERT 308422 212257 96165 13838 33047 75943 13134 308422 212257 96165 13838 33047 75943 13134 135962 -39797 JOAN RUTKOWSKI BOARD CHAIR OPERATIONS X 20000 20000 0 0 0 20000 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 X SPECIAL EVENTS ITEMS 7 35020 FAIR MARKET VALUE 0 0 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 390,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 51,964. TOTAL EXPENSES 442,131.