2019-05-14T11:56:19-05:00 2018-06-30 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9165947333 1110 2ND STREET SACRAMENTO CA 95814 ALICE SAURO EXECUTIVE DIRECTOR 9165947333 2019-05-13 1 JOHN F BRICHER P00742760 9166466464 2019-05-13 207.231.71.251 2019-05-13 15:42:11 PD P BA7A7BED578724E90BD7B3F8C0A7196F1F9B2DFA 46AEEF080AFDF569F47BE3289378C459688B9E58 2017 2019-02-21 02:37:17Z X ALICE SAURO 1110 2ND STREET SACRAMENTO CA 95814 1720627 0 X SACPHILOPERA.ORG X 1997 CA TO PERFORM SYMPHONIC MUSIC AND OPERA THROUGH LIVE PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES 17 17 199 12 0 6870 850698 987485 683402 728874 181 1402 2084 2866 1536365 1720627 0 0 0 0 848976 917849 0 70224 236135 804589 796947 1653565 1785020 -117200 -64393 618079 594220 333834 374368 284245 219852 THE MISSION OF THE SACRAMENTO REGION PERFORMING ARTS ALLIANCE IS TO PERFORM QUALITY SYMPHONIC MUSIC AND OPERA FOR THE GREATER SACRAMENO REGION THROUGH LIVE PROFESSIONAL PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES THAT INSPIRE, ENRICH, AND EXCITE OUR COMMUNITY. 0 0 1433498 731740 THE MERGED ORGANIZATION OFFERED ITS THIRD FULL SEASON UNDER THE NEW OPERATING MODEL. THE SEASON ONCE AGAIN INCLUDED SIX CLASSICAL AND THREE POPS PERFORMANCES. MULTIPLE SHOWS, INCLUDING THE FINAL PERFORMANCE OF THE SEASON, A DRAMATIC SEMI-STAGED VERSION OF PUCCINI'S "TOSCA", SOLD OUT THE 2,350 SEAT COMMUNITY CENTER THEATRE. THE ORGANIZATION PERFORMS LIVE PROFESSIONAL SYMPHONIC MUSIC AND OPERA FOR THE SACRAMENTO REGION AND PROVIDES LIVE MUSIC FOR THE SACRAMENTO BALLET. ADDITIONALLY, THE ORGANIZATION CONTINUES TO PROVIDE BOTH PUBLIC AND PRIVATE SCHOOLS WITH MUSIC EDUCATION PROGRAMS, SERVING THOUSANDS OF CHILDREN, MANY OF WHOM LIVE IN UNDERSERVED AREAS. 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. 1433498 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 23 0 1 199 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X X ALICE SAURO 9165947327 1110 2ND STREET SACRAMENTO CA 95814 DICK OSEN PRESIDENT 0.00 X X 0 0 0 SUE MILLER VICE PRESIDENT 0.00 X X 0 0 0 DAVID R MOTES TREASURER 0.00 X X 0 0 0 DAVID E LINDGREN 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 GEORGE CLAIRE DIRECTOR 0.00 X 0 0 0 JOHN CROWE DIRECTOR 0.00 X 0 0 0 PRISCILLA ENRIQUEZ 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 CHRIS SEWARD DIRECTOR 0.00 X 0 0 0 SANDRA SMOLEY DIRECTOR 0.00 X 0 0 0 VIRGINIA VARELA DIRECTOR 0.00 X 0 0 0 ALICE SAURO EXECUTIVE DIRECTOR 40.00 X 113706 0 0 114306 0 0 1 0 0 0 0 20000 237859 729626 987485 TICKET SALES 711110 573081 573081 SERVICES 900099 155793 155793 728874 1402 1402 MISCELLANEOUS INCOME 900099 2866 2866 2866 1720627 731740 0 1402 X 116000 90695 10170 15135 658425 519344 56802 82279 55755 39662 5809 10284 87669 73328 5861 8480 7231 50 7181 34170 4403 29195 572 70224 70224 326114 324614 1500 126810 110442 16368 61030 51271 1231 8528 15391 12456 799 2136 67994 59150 3862 4982 89300 86852 802 1646 2995 2614 175 206 1291 1160 131 16479 15243 505 731 BANK AND CREDIT CARD CH 24076 18148 45 5883 ORCHESTRA/PROGRAM COSTS 24066 24066 1785020 1433498 115387 236135 161029 27811 282466 443047 141089 72473 9865 29785 37588 16590 13154 3710 3436 618079 594220 49158 35008 284676 339360 333834 374368 X -50755 -50648 335000 270500 284245 219852 618079 594220 -64393 0 X X 0 1 X 1 0 X 1074345 660739 1021251 850698 987485 4594518 407934 106962 645167 683402 728874 2572339 35000 17500 17500 17392 13145 100537 1517279 785201 1683918 1551492 1729504 7267394 58236 221773 175561 249605 216628 921803 41798 51540 42518 92528 55912 284296 100034 273313 218079 342133 272540 1206099 6061295 889 163 121 181 1402 2756 889 163 121 181 1402 2756 584 2777 3361 92043 66 1370 2084 2866 98429 1610211 786014 1688186 1553757 1733772 7371940 0.82220 0.83760 0.00040 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2013 AMOUNT: $ 89,543. BARTER INCOME - 2013 AMOUNT: $ 2,500. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 66. 2015 AMOUNT: $ 1,370. 2016 AMOUNT: $ 2,084. 2017 AMOUNT: $ 2,866. 16590 13154 3436 3436 1743317 22690 22690 1720627 0 1720627 1807710 22690 22690 1785020 0 1785020 X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 30305 11244 19061 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 70224 -70224 30305 81468 -51163 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 $9,720 FULFILLMENT PACKETS 114 --------------------------- TOTAL $9,834 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 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. THIS PROCESS WAS LAST UNDERTAKEN DURING 2017. 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 148,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,930. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 173,139. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,139. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 2,545. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 4,045. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 333 UNIVERSITY AVE SUITE 200 SACRAMENTO CA 95825 946140932 SUPPORT SACRAMENTO PHILHARMONIC ORCHESTRA ASSOCIATION 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