2019-05-15T17:47:44-05:00 2018-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2017-07-01 770347413 OPERA SANTA BARBARA OPER 8058983890 1330 STATE STREET 209 SANTA BARBARA CA 93101 KONSTANTINOS PROTOPAPAS ARTISTIC & GENERAL DIRECTOR 8058983890 2019-05-15 1 VANESSA M GARCIA P01255292 8059664157 64.88.174.3 2019-05-15 15:07:48 PD P A73AF1BC94623C299F0AE0CA5AAEBC7C342BA826 90D47227EE3C59BF6A994D2D496EF7EDBFE21871 2017 2019-02-21 02:37:17Z NANCY GOLDEN 1330 STATE STREET 209 SANTA BARBARA CA 93101 1689256 0 X OPERASB.ORG X 1994 CA SEE SCHEDULE OAS 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. 21 21 81 44 0 0 977143 1359525 375770 282068 33132 145 97023 28537 1483068 1670275 0 0 0 0 357980 314905 0 0 15974 1278400 1035532 1636380 1350437 -153312 319838 1474654 1823897 155587 177467 1319067 1646430 X OPERA SANTA BARBARA CONTRIBUTES TO THE CULTURAL ENRICHMENT OF OUR AUDIENCES BY PRESENTING EXCITING, HIGH-QUALITY PRODUCTIONS AND COMMUNITY PROGRAMS THAT CELEBRATE THE BREADTH AND BEAUTY OF OPERA. OPERA SANTA BARBARA ASPIRES TO BE A DESTINATION OPERA COMPANY, PRODUCING A DIVERSE REPERTOIRE OF TRADITIONAL AND CONTEMPORARY OPERAS THAT ENGAGE AND EXCITE A BROAD AUDIENCE. 0 0 961818 282068 SEE SCHEDULE OOPERA SANTA BARBARA'S MISSION IS TO CONTRIBUTE TO THE CULTURAL ENRICHMENT OF OUR AUDIENCES BY PRESENTING EXCITING, HIGH-QUALITY PRODUCTIONS AND COMMUNITY PROGRAMS THAT CELEBRATE THE BREADTH AND BEAUTY OF OPERA. IN OUR 2017-18 SEASON, OPERA SANTA BARBARA (OSB) PRESENTED TWO FULLY-STAGED OPERAS:MASSENET'S MANON (NOV. 3/5) STARRING CELEBRATED SOPRANO SARAH COBURN IN A PRODUCTION DIRECTED BY KRISTINE MCINTYRE, WHO HAS DIRECTED OVER 75 OPERAS ACROSS THE COUNTRY . THE PRODUCTION WAS GENEROUSLY SUPPORTED BY THE JOHN C. MITHUN FOUNDATION AND THE ELAINE F. STEPANEK FOUNDATION. THE SEASON CONTINUED WITH A PRODUCTION OF ROSSINI'S COMIC OPERA THE BARBER OF SEVILLE (MARCH 2/4) DIRECTED BY JOSHUA SHAW. MANON AND BARBER OF SEVILLE WERE BOTH PERFORMED IN THE 1480 SEAT GRANADA THEATER. FREE PRE-OPERA TALKS WERE PROVIDED BY OSB ARTISTIC DIRECTOR KOSTIS PROTOPAPAS PRIOR TO EACH PERFORMANCE TO ENRICH THE OPERA EXPERIENCE. IN DECEMBER 2017 PROTOPAPAS ACCEPTED THE ADDITIONAL ROLE OF GENERAL DIRECTOR AND WILL BE ARTISTIC & GENERAL DIRECTOR FOR OSB GOING FORWARD.OSB ALSO PRESENTED A PAIR OF ONE-ACT OPERAS, TROUBLE IN TAHITI AND GALLANTRY, AT THE 125-SEAT CENTER STAGE THEATER. THIS SERVED AS A SHOWCASE FOR THE 2017-18 CHRISMAN STUDIO ARTISTS. COMMUNITY OUTREACH PROGRAMS REACHED 1600 ADULTS VIA A SERIES OF FREE NOONTIME CONCERTS HELD AT PUBLIC LIBRARIES IN SANTA BARBARA, VENTURA, OJAI, THOUSAND OAKS, GOLETA, SOLVANG AND SANTA MARIA. THE CHRISMAN STUDIO ARTIST PROGRAM PROVIDES A 9-MONTH RESIDENCY PROGRAM FOR EMERGING YOUNG SINGERS AGES 22-30, WHO RECEIVE HOUSING AND TRAINING IN SANTA BARBARA. THESE TALENTED ARTISTS PERFORM AT BOTH THE NOONTIME CONCERTS AND OTHER PROGRAMS SUCH AS THE FIRST THURSDAY EVENTS AT THE SB MUSEUM OF ART, AND FOR SENIOR RESIDENCIES AND GROUPS (CASA DORINDA, VISTAS AND THE MUSIC ACADEMY OF THE WEST WOMEN'S AUXILIARY). IN ADDITION TO PRIVATE COACHING, THE STUDIO ARTISTS HAVE OPPORTUNITIES TO SING SMALL ROLES IN THE MAINSTAGE OPERAS, AND IN SOME CASES, EARN A PLACE AS A PRINCIPAL ARTIST. THE CHRISAN STUDIO ARTISTS ALSO BROUGHT THE "MAGIC" OF OPERA INTO 22 SCHOOLS AROUND SANTA BARBARA AND THE CENTRAL COAST WITH OSB'S INTERACTIVE "OPERA LAB" PROGRAM, REACHING 1400 CHILDREN AND YOUTH.OPERA SANTA BARBARA HAS A BOARD OF DIRECTORS COMPOSED OF 21 COMMUNITY LEADERS, PHILANTHROPISTS AND SCHOLARS WHO MEET MONTHLY. SUB-COMMITTEES ASSIST WITH DEVELOPMENT, ARTISTIC/MARKETING, FINANCE, AND DONOR RELATIONS/EVENTS. THERE ARE CURRENTLY TWO HONORARY BOARD MEMBERS WHOSERVED TERMS AS PRESIDENT IN PAST YEARS. 961818 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 1 128 0 1 81 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 NANCY GOLDEN CHAIR 2.00 X X 0 0 0 JON DUPRAU VICE CHAIR 2.00 X X 0 0 0 MARY DORRA SECRETARY 2.00 X X 0 0 0 DAN HONE TREASURER 2.00 X X 0 0 0 SUSAN ABERLE DIRECTOR 2.00 X 0 0 0 PAT ANDERSONS DIRECTOR 2.00 X 0 0 0 RODNEY BAKER DIRECTOR 2.00 X 0 0 0 CINDY BRITTAIN 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 CHRISTINE HOLLAND DIRECTOR 2.00 X 0 0 0 AC MOORE DIRECTOR 2.00 X 0 0 0 ERIC OLTMANN DIRECTOR 2.00 X 0 0 0 MARY PENNY DIRECTOR 2.00 X 0 0 0 DAN REICKER DIRECTOR 2.00 X 0 0 0 JOAN RUTKOWSKI DIRECTOR 2.00 X 0 0 0 ERIC SMALL DIRECTOR 2.00 X 0 0 0 JUDY SMITH 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 STEVEN SHARPE FORMER GENERAL DIRECTOR 40.00 X 134407 0 0 KOSTIS PROTOPAPAS ARTISTIC AND GENERAL DIRECTOR 40.00 X 38750 0 0 173157 0 0 1 0 0 0 0 7000 1352525 1359525 OPERA PERFORMANCES 711110 282068 282068 282068 145 145 47518 18981 28537 28537 1670275 282068 0 28682 172153 38750 133403 122576 19243 103333 209 209 19967 3993 15974 25726 10000 15726 8301 3106 80 5115 86856 36027 43243 7586 18113 449 16592 1072 39166 9277 29889 5560 2152 3408 3189 3189 14674 11006 1467 2201 14292 8160 6132 OPERA PRODUCTION COSTS 771140 771140 EDUCATION & OUTREACH 48515 48515 1350437 961818 372645 15974 17039 21830 9692 1000 200000 2000 105603 13351 5750 210690 194305 31059 16385 66452 1400513 1407877 1474654 1823897 60737 13838 55850 113629 39000 50000 155587 177467 X -154884 34053 204500 1473951 1407877 1319067 1646430 1474654 1823897 X 319838 2029 5496 X 0 0 0 X 970951 1043285 865336 977143 1359525 5216240 353827 339293 485437 471709 310605 1960871 1324778 1382578 1350773 1448852 1670130 7177111 116645 323947 440592 257160 229970 487130 373805 553917 927722 6249389 1387 95 84 33132 145 34843 1387 95 84 33132 145 34843 1326165 1382673 1350857 1481984 1670275 7211954 0.86650 0.69900 0.00480 0.02240 X 66452 66452 1.00000 0 0 60121 60083 38 150569 134222 16347 16385 INTEREST IN PERPETUAL TRUST 1407877 1407877 PART V, LINE 4: THE QUASI-ENDOWMENT PROVIDES FOR GENERAL SUPPORT OF THE OPERA SANTA BARBARA. POLARIS SAILS 25000 25000 OPENING NIGHT DINNER 22518 22518 1046 13640 4295 47518 47518 1046 13640 4295 18981 28537 AC MOORE DIRECTOR 0 INVESTMENT ADVISOR - A.C. MOORE IS A BOARD MEMBER AND OWNER OF DUNVEGAN ASSOCIATES, INC., WHICH MANAGES THEOPERA'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 XI, LINE 9: CHANGE IN TRUST VALUE 5,496.