2018-03-15T12:50:49-07:00 2017-06-30 990 2016-07-01 910760426 SEATTLE OPERA SEAT 2063897600 1020 JOHN ST SEATTLE WA 98109 AIDAN LANG GENERAL DIRECTOR 2063897600 2018-03-15 B2D5AFA14F5A89C99DE011288AD348D34A219F93 B2D5AFA14F5A89C99DE011288AD348D34A219F93 2016 2021-01-29 14:40:06Z AIDAN LANG 1020 JOHN STREET SEATTLE WA 98109 48769885 false X WWW.SEATTLEOPERA.ORG X 1963 WA SEATTLE OPERA OFFERS OPERA'S UNIQUE FUSION OF MUSIC AND DRAMA TO CREATE LIFE-ENHANCING EXPERIENCES THAT SPEAK DEEPLY TO PEOPLE'S HEARTS AND MINDS. 58 58 654 209 15095 17104256 22323316 8237228 8066712 161272 12287449 477897 344337 25980653 43021814 0 0 13225841 12837683 0 2150523 10220689 10229563 23446530 23067246 2534123 19954568 30499819 54584743 11213521 14714229 19286298 39870514 X SEATTLE OPERA OFFERS OPERA'S UNIQUE FUSION OF MUSIC AND DRAMA TO CREATE LIFE-ENHANCING EXPERIENCES THAT SPEAK DEEPLY TO PEOPLE'S HEARTS AND MINDS. false false 15860648 7412091 DURING THE 2016/17 SEASON, SEATTLE OPERA CONTINUED INCREASING OUR SERVICE TO THE COMMUNITY THROUGH MAINSTAGE OPERA PERFORMANCES. A TOTAL OF 84,000 PEOPLE ATTENDED 38 PERFORMANCES AT MCCAW HALL. PLUS, AN ESTIMATED 750,000 LISTENERS TUNED IN TO LIVE PREVIEW AND PERFORMANCE BROADCASTS ON CLASSICAL KING FM 98.1 AND THROUGH ITS ONLINE SEATTLE OPERA CHANNEL. 1134495 654621 EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS LED BY SEATTLE OPERA SERVED NEARLY 70,000 ADULTS AND FAMILIES, PARTICIPATING IN LEARNING AND ENGAGEMENT ACTIVITIES THAT FOSTERED COMMUNITY-BUILDING AND DEEPENED PERSONAL CONNECTIONS WITH THE ARTS AND OPERA. OUR YOUTH PROGRAMS SERVED 37,000 STUDENTS AND TEACHERS WITH STATE-WIDE PROGRAMS THAT EXPANDED EQUITY AND ACCESS TO LEARNING IN THE ARTS, HUMANITIES, SCIENCE, LANGUAGES, AND OTHER SUBJECTS. SEATTLE OPERA IS IN THE MIDST OF A 60 MILLION CAPITAL CAMPAIGN FOR SEATTLE OPERA AT THE CENTER, A CIVIC PROJECT THAT WILL CONSTRUCT A NEW BUILDING ADJACENT TO MCCAW HALL AT THE SEATTLE CENTER. THIS NEW HOME WILL PROVIDE FACILITIES FOR EDUCATION AND COMMUNITY ACTIVITIES, REHEARSALS, COSTUME CONSTRUCTION AND STORAGE, AND ADMINISTRATIVE OFFICES. THE PROJECT SCHEDULE ANTICIPATES COMPLETION BY NOVEMBER OF 2018, WHEN THE LEASE FOR THE COMPANY'S CURRENT FACILITY EXPIRES. 7736 15502 SEATTLE OPERA PROVIDES SUPPORT TO SONG AND DANCE LLC, DBA AMUSEMENTS, A GIFT SHOP AT MCCAW HALL WHICH SELLS SEATTLE OPERA-RELATED MERCHANDISE TO OPERA PATRONS. 7736 15502 17002879 true true false true false false false false false true true false false true true true false true false false false false false false true false false false false true false false false true false false false false true false false false false true true false false false true 167 0 true 654 true true true false false false false true true false false false false X 58 58 false false true false false false false true true false false false true true true true true true false false WA X X MARISSA BETZ-ZALL 2063897600 1020 JOHN ST SEATTLE WA 98109 JOHN NESHOLM CHAIRMAN 10.00 X X 0 0 0 BRIAN MARKS PRESIDENT 10.00 X X 0 0 0 MOYA VAZQUEZ SECRETARY 2.00 2.00 X X 0 0 0 JOHN STARBARD TREASURER 10.00 X X 0 0 0 BRENDA BRUNS VICE PRESIDE 2.00 X X 0 0 0 ROBERT COMFORT VICE PRESIDE 2.00 X X 0 0 0 SUSAN COUGHLIN VICE PRESIDE 2.00 X X 0 0 0 JAMES CULLEN VICE PRESIDE 2.00 3.00 X X 0 0 0 ADAM FOUNTAIN VICE PRESIDE 2.00 X X 0 0 0 DIANA GALE VICE PRESIDE 2.00 X X 0 0 0 A RICHARD GEMPERLE VICE PRESIDE 2.00 X X 0 0 0 BRUCE MCCAW VICE PRESIDE 2.00 X X 0 0 0 LOUISE MILLER VICE PRESIDE 2.00 X X 0 0 0 BRENDAN MURPHY VICE PRESIDE 2.00 X X 0 0 0 JAMES RAISBECK VICE PRESIDE 2.00 X X 0 0 0 JONATHAN ROSOFF VICE PRESIDE 2.00 X X 0 0 0 MATTHEW SEGAL VICE PRESIDE 2.00 X X 0 0 0 MARTHA SHERMAN VICE PRESIDE 2.00 X X 0 0 0 STEPHEN SPRENGER VICE PRESIDE 2.00 X X 0 0 0 JOHN SULLIVAN VICE PRESIDE 2.00 X X 0 0 0 MARYANNE TAGNEY VICE PRESIDE 10.00 X X 0 0 0 WILLIAM WEYERHAEUSER VICE PRESIDE 2.00 X X 0 0 0 WILLIE AIKENS TRUSTEE 2.00 X 0 0 0 THOMAS ALLEN TRUSTEE 2.00 X 0 0 0 KIM ANDERSON 617 TRUSTEE 2.00 X 0 0 0 BARRY BOLDING TRUSTEE 2.00 X 0 0 0 MILKANA BRACE TRUSTEE 2.00 X 0 0 0 TOBY BRIGHT TRUSTEE 2.00 X 0 0 0 BARBARA BUCHMAN TRUSTEE 2.00 X 0 0 0 SUE BUSKE TRUSTEE 2.00 X 0 0 0 GREGORY CHAN TRUSTEE 2.00 X 0 0 0 LESLEY CHAPIN TRUSTEE 2.00 X 0 0 0 JANICE CONDIT TRUSTEE 2.00 X 0 0 0 CHARLES COSSE TRUSTEE 2.00 2.00 X 0 0 0 NATALIE DE MAAR TRUSTEE 2.00 X 0 0 0 STUART DEPINA TRUSTEE 2.00 X 0 0 0 SUSAN DETWEILER TRUSTEE 2.00 X 0 0 0 CAROLYN EAGAN TRUSTEE 2.00 X 0 0 0 ROBERT FRIES TRUSTEE 2.00 X 0 0 0 LESLIE GIBLETT TRUSTEE 2.00 X 0 0 0 PAUL GOODRICH TRUSTEE 2.00 X 0 0 0 JEFFREY HANNA TRUSTEE 2.00 5.00 X 0 0 0 KENNAN HOLLINGSWORTH TRUSTEE 2.00 X 0 0 0 RON HOSOGI TRUSTEE 2.00 X 0 0 0 GARY HOULAHAN TRUSTEE 2.00 X 0 0 0 MICHAEL HYMAN TRUSTEE 2.00 X 0 0 0 BRUCE JOHNSON TRUSTEE 2.00 X 0 0 0 THOMAS MCQUAID TRUSTEE 2.00 X 0 0 0 ROSEMARY PETERSON TRUSTEE 2.00 X 0 0 0 STEVEN PHELPS TRUSTEE 2.00 2.00 X 0 0 0 TOM PUENTES TRUSTEE 2.00 X 0 0 0 JEAN STARK TRUSTEE 2.00 X 0 0 0 RUSSELL TOUSLEY TRUSTEE 2.00 X 0 0 0 JIM UHLIR TRUSTEE 2.00 X 0 0 0 SUSANNE WAKEFIELD TRUSTEE 2.00 X 0 0 0 JOAN WATJEN TRUSTEE 2.00 X 0 0 0 JUDITH WHETZEL 617 TRUSTEE 2.00 X 0 0 0 SCOTT WYATT TRUSTEE 2.00 X 0 0 0 AIDAN LANG GENERAL DIRE 60.00 X 271876 0 17344 RICHARD A JOHNSON COO/CFO (5/1 50.00 X 187047 0 15016 ALVIN A HENRY MARKETING DI 50.00 X 175759 0 14415 LISA A BURY DEVELOPMENT 60.00 X 170683 0 14522 ROBERT D SCHAUB TECHNICAL DI 60.00 X 139570 0 13459 VINCENT FERAUDO PRODUCTION D 60.00 X 129049 0 13141 CHARLES T BUCK MASTER CARPE 44.00 X 113539 0 21487 1187523 109384 7 false true false NBBJ 223 YALE AVE N SEATTLE WA 98109 ARCHITECT 2129959 LEASE CRUTCHER LEWIS 2200 WESTERN AVE STE 500 SEATTLE WA 98121 CONSTRUCTION 574786 SHIELS OBLITZ JOHNSEN INC 101 YESLER WAY SEATTLE WA 98104 PROJECT MGMT 297643 SMG DBA SAVORMCCAW HALL 305 HARRISON ST SEATTLE WA 98109 CATERING 197773 ENVIRONMENTAL PARTNERS INC 1180 NW MAPLE ST STE 310 ISSAQUAH WA 98027 CONST SUPPORT 177239 12 211016 311408 1271000 5396986 15132906 1377326 22323316 OPERA TICKET SALES 711190 7412091 7412091 OTHER INCOME 711190 654621 654621 8066712 181512 181512 274815 26539 248276 248276 248276 1310309 16400032 1309853 4294551 456 12105481 12105937 12105937 182592 311408 117128 65464 65464 SONG&DANCE EXEMPT REVENUE 15502 15502 SONG&DANCE UNRELATED REVENUE 453220 15095 15095 30597 43021814 8082214 15095 12601189 X 919768 413890 319463 186415 9478865 7060532 1376454 1041879 246531 246531 1195959 899630 175650 120679 996560 742630 146578 107352 3810 3810 46118 46118 233579 233579 3574607 3270425 124455 179727 1340029 1215968 108599 15462 416648 126347 111019 179282 181928 2454 158506 20968 108728 108728 2381262 1557120 766838 57304 421442 272026 19612 129804 16917 4959 5701 6257 19341 19341 171082 101954 69128 77668 77668 GIFT SHOP EXPENSES 14596 7736 6860 SET & COSTUME MATERIALS 618232 618232 OTHER EXPENSES 324022 147703 142160 34159 CREDIT CARD TRAN FEES 279554 206014 2305 71235 23067246 17002879 3913844 2150523 2069421 2961829 2532842 1861049 11004012 14880075 266058 106602 113701 1081697 967032 16403176 4105600 7953729 12297576 39150 15763379 5439209 5747201 30499819 54584743 2096572 3489921 5836001 6354898 2000000 3280948 2869410 11213521 14714229 X 2611013 19736689 13183588 16570876 3491697 3562949 19286298 39870514 30499819 54584743 19954568 629648 X false true X true false X 11426193 13982577 18855376 17104256 22323316 83691718 8058089 12635936 6419236 8254603 8082214 43450078 19484282 26618513 25274612 25358859 30405530 127141796 5746573 4325585 275440 2260285 6683480 19291363 226607 486936 4712300 3723474 4882512 14031829 5973180 4812521 4987740 5983759 11565992 33323192 93818604 465397 484212 533115 547602 456328 2486654 3668 20372 8660 8235 40935 465397 487880 553487 556262 464563 2527589 82896 65464 148360 19949679 27106393 25828099 25998017 30935557 129817745 0.72270 0.78710 0.02000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 233579 233579 20683144 20916723 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 24000 58000 99500 233579 415079 250000 250000 250000 250000 1000000 1500000 24479658 119881 2935220 1271000 6837 26256922 25772225 108570 -99834 1294080 7223 24479658 26653242 873775 321125 2066000 9917 25772225 23119161 1750824 3716508 1848000 85251 26653242 21863347 895272 2122117 1751500 10075 23119161 0.09250 0.76260 0.14490 false true true 94954 94954 811280 799233 12047 1937657 1908412 29245 1873187 1397955 475232 11686098 11686098 12297576 INTEREST IN PERPETUAL TRUST 3407945 PROPERTY HELD IN LIFE ESTATE 1306171 CHARITABLE GIFT ANNUITY TRUST 518385 CONTRIBUTIONS RECEIVABLE FROM TRUSTS 390315 OTHER ASSETS 124385 5747201 DEFERRED PENSION LIABILITY 2009538 ACCRUED ANNUITIES PAYABLE 710673 DEFERRED FACILITY FEE 149199 2869410 X SCHEDULE D, PAGE 2, PART V, LINE 4 SEATTLE OPERA FOUNDATION WAS ESTABLISHED IN 1982 TO HOLD, MANAGE, AND INVEST AN ENDOWMENT THAT EXCLUSIVELY BENEFITS SEATTLE OPERA. CONTRIBUTIONS TO THE ENDOWMENT ARE CONSIDERED PERMANENTLY RESTRICTED UNLESS OTHERWISE STIPULATED BY THE DONOR. THE ENDOWMENT INCLUDES PURPOSE-RESTRICTED FUNDS BASED ON DONOR INTENT. UNDER A SPENDING POLICY ESTABLISHED BY THE FOUNDATION BOARD, INCOME FROM THE INVESTMENT OF THESE FUNDS SUPPORTS EITHER THE GENERAL OPERATIONS OR SPECIFIC PROGRAMS OF SEATTLE OPERA, IN ACCORDANCE WITH DONOR STIPULATIONS. SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT SEATTLE OPERA IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)3 EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRS SECTION 511 THROUGH 515. GALA 494000 311408 182592 48790 5087 63251 494000 311408 182592 48790 5087 63251 117128 65464 X X X true false false false false false false false false AIDAN LANG GENERAL DIRECTOR 262626 9250 7232 10112 289220 RICHARD A JOHNSON COO/CFO (5/17) 187047 5737 9279 202063 ALVIN A HENRY MARKETING DIR(12/16) 175759 5203 9212 190174 LISA A BURY DEVELOPMENT DIRECTOR 170683 5310 9212 185205 ROBERT D SCHAUB TECHNICAL DIR (3/17) 102351 37219 4247 9212 153029 SCHEDULE J, PAGE 1, PART I, LINE 4 ROBERT D SCHAUB 37,219 0 0 VINCENT FERAUDO 32,742 0 0 MARYANNE TAGNEY MARYANNE TAGNEY TRUSTEE CASH MANAGEMENT X 2000000 2000000 false true true 2000000 X 36 1310309 FAIR MARKET VALUE X 1 12744 FAIR MARKET VALUE X OTHER GOODS 14 10597 FAIR MARKET VALUE X DONATED PIANO 1 5000 FAIR MARKET VALUE X AUCTION ITEMS 95 38676 FAIR MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SEATTLE OPERA HIRED A GALA AUCTIONEER FOR ITS 2017 SPRING GALA AUCTION WITH TOTAL FEES OF 3,000. FORM 990, PAGE 2, PART III, LINE 4D SEATTLE OPERA PROVIDES SUPPORT TO SONG AND DANCE LLC, DBA AMUSEMENTS, A GIFT SHOP AT MCCAW HALL WHICH SELLS SEATTLE OPERA-RELATED MERCHANDISE TO OPERA PATRONS. FORM 990, PAGE 6, PART VI, LINE 4 SEATTLE OPERA'S 7TH AMENDED AND RESTATED BYLAWS WERE ADOPTED APRIL 1, 2017. ADJUSTMENTS WERE MADE TO THE BYLAWS TO REFLECT THE ELECTION OF OFFICERS AT THE END OF THE FISCAL YEAR, TO FACILITATE YEAR ROUND APPOINTMENT OF BOARD MEMBERS, TO MOVE ADMINISTRATIVE ASPECTS OF THE ANNUAL MEETING TO THE JUNE BOARD MEETING AT THE END OF THE PREVIOUS FISCAL YEAR, TO REQUIRE PROVISION OF CERTAIN INFORMATION AND MATERIALS SUFFICIENTLY IN ADVANCE OF MEETINGS, AND TO RESOLVE CERTAIN AMBIGUITIES AND TECHNICAL ISSUES INCLUDING WITH RESPECT TO VOTING AND QUORUM. FORM 990, PAGE 6, PART VI, LINE 11B A PDF OF THE FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE 990 AND SUPPORTING SCHEDULES WAS PROVIDED TO THE AUDIT COMMITTEE AND ALL BOARD MEMBERS FOR REVIEW AND COMMENT FOLLOWING PREPARATION OF THE RETURN BY SEATTLE OPERA STAFF AND REVIEW BY A PUBLIC ACCOUNTING FIRM AND MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR, SEATTLE OPERA BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. REPORTED CONFLICTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE, WHICH ADDRESSES THE IDENTIFIED CONFLICTS OF INTEREST AS APPROPRIATE. BOARD MEMBERS WITH ANY PERCEIVED CONFLICT OF INTEREST RECUSE THEMSELVES FROM VOTING ON RELATED SUBJECTS. FORM 990, PAGE 6, PART VI, LINE 15A THE GENERAL DIRECTOR'S COMPENSATION IS DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE, WHICH CONSISTS OF MEMBERS OF THE BOARD OF TRUSTEES INCLUDING AT MINIMUM THE BOARD CHAIR, BOARD PRESIDENT, AND IMMEDIATE PAST PRESIDENT. OTHER BOARD MEMBERS MAY PARTICIPATE IF DEEMED APPROPRIATE. THE COMPENSATION COMMITTEE'S MEETING DATE AND DETERMINATION ARE DOCUMENTED IN A LETTER WHICH IS SIGNED BY THE CHAIRMAN AND PRESIDENT OF THE BOARD OF TRUSTEES AND KEPT ON FILE IN HUMAN RESOURCES. ADDITIONALLY, THE DETERMINATION OF THE COMPENSATION COMMITTEE IS REFLECTED IN THE EMPLOYMENT CONTRACT FOR THE GENERAL DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 SEATTLE OPERA'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ARTIST FEES 2,791,339 710 0 OTHER PROFESSIONAL SERVICES 13,592 123,466 79,372 THEATER OPERATIONS 418,034 0 2,417 CATERING 47,460 279 97,938 TOTAL 3,270,425 124,455 179,727 FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 100,714 PARTNERSHIP BOOK/TAX DIFFERENCE 2,024 CHANGE IN VALUE OF PENSION 526,910 TOTAL 629,648 SEATTLE OPERA FOUNDATION 1020 JOHN STREET SEATTLE WA 98109 911174712 SUPPORT WA 501C3 12A SEATTLE OP SEATTLE OPERA true SONG AND DANCE LLC 321 MERCER ST SEATTLE WA 98109 710903362 RETAIL WA NA RELATED 30597 104776 false 15095 true 0.50000 CHARITABLE REMAINDER TRUSTS (4) N/A false CHARITABLE LEAD TRUST (1) N/A false PROPERTY HELD IN LIFE ESTATE (1) N/A false false false true false false false false false false false false true false false false false true false false SEATTLE OPERA FOUNDATION C 1271000 FMV SEATTLE OPERA FOUNDATION L 74664 COST SEATTLE OPERA PREVIOUSLY FILED FORM 5768 IN ORDER TO APPLY FOR THE 501(H) ELECTION. LOBBYING ACTIVITY REPORTED WAS TO SOLICIT GOVERNMENT GRANTS FOR THE SEATTLE OPERA AT THE CENTER CONSTRUCTION PROJECT THAT WILL ALLOW FOR THE EXPANSION OF EDUCATION AND COMMUNITY PROGRAMS AND TO SUPPORT THE ACCESS FOR ALL KING COUNTY INITIATIVE.