2018-05-15T15:56:22-05:00 2017-06-30 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2016-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9168082000 1030 15TH STREET NO 200 SACRAMENTO CA 95814 ALICE SAURO EXECUTIVE DIRECTOR 9168082000 2018-05-14 1 LINDA D GEERY P00364484 9166466464 2018-05-14 207.231.71.251 2018-05-14 15:09:15 PD P 58C45B949D6EBCD0D8C9A35B73C773F7F9310BA5 962B855E561A0AFB262DC5A8175032534862AC17 2016 2021-01-29 14:40:06Z ALICE SAURO 1030 15TH STREET NO 200 SACRAMENTO CA 95814 1536365 0 X SACPHILOPERA.ORG X 1997 CA TO PERFORM SYMPHONIC MUSIC AND OPERA THROUGH LIVE PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES 17 17 217 30 0 0 1021251 850698 656836 683402 121 181 1370 2084 1679578 1536365 0 0 0 0 720585 848976 0 0 201112 833251 804589 1553836 1653565 125742 -117200 721363 618079 313377 333834 407986 284245 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 1326367 685486 THE MERGED ORGANIZATION OFFERED ITS SECOND FULL SEASON UNDER THE NEW OPERATING MODEL. THE SEASON ONCE AGAIN INCLUDED SIX CLASSICAL AND THREE POPS PERFORMANCES, WITH THE FINAL PERFORMANCE OF THE SEASON, A DRAMATIC CONCERT VERSION OF PUCCINI'S "LA TRAVIATA", SELLING 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. NEARLY 5,000 STUDENTS FROM AREA SCHOOL DISTRICTS WERE ABLE TO PARTICIPATE THIS SEASON. 90% OF THESE STUDENTS ARE FROM TITLE 1 SCHOOLS. WE WERE ABLE TO INCLUDE 25% MORE STUDENTS THIS YEAR AND WE CONTINUE TO GROW THIS PROGRAM FOR FUTURE YEARS. IN PARTNERSHIP WITH THE CITY OF SACRAMENTO, THE ORGANIZATION EXPANDED 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. 1326367 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 217 1 0 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 9168082001 1030 15TH STREET SUITE 200 SACRAMENTO CA 95814 NINA ANKELE DIRECTOR 0.00 X 0 0 0 ERIC ASTACAAN DIRECTOR 0.00 X 0 0 0 JOANNE BODINE DIRECTOR 0.00 X 0 0 0 PRISCILLA ENRIQUEZ DIRECTOR 0.00 X 0 0 0 RANDY GETZ DIRECTOR 0.00 X 0 0 0 JESSICA KRIEGEL DIRECTOR 0.00 X 0 0 0 SHEREE MEYER DIRECTOR 0.00 X 0 0 0 HELEN MENDEL 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 JOHN L MILLER 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 KYLE WAKAMIYA DIRECTOR 0.00 X 0 0 0 LAURIE NELSON 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 ALICE SAURO EXECUTIVE DIRECTOR 40.00 X 89004 0 8899 89004 0 8899 0 0 0 0 0 20000 26498 804200 850698 TICKET SALES 711110 493047 493047 SERVICES 900099 190355 190355 683402 181 181 MISCELLANEOUS INCOME 900099 2084 2084 2084 1536365 685486 0 181 X 107922 82771 13008 12143 606108 471689 69089 65330 52922 36560 8718 7644 82024 67347 7848 6829 25708 4308 20637 763 406346 338393 67953 71875 63823 105 7947 72915 46621 4669 21625 9431 6792 225 2414 54532 54532 92331 89546 1517 1268 1218 872 14 332 109 109 799 799 18078 17936 142 ORCHESTRA/PROGRAM COSTS 29195 29195 BANK AND CREDIT CARD CH 22052 15183 5 6864 1653565 1326367 126086 201112 162201 161029 242222 282466 285493 141089 28468 29785 15573 11863 2979 3710 721363 618079 30239 49158 283138 284676 313377 333834 X 6736 -50755 401250 335000 407986 284245 721363 618079 X -117200 -6541 X X 0 1 X 1 0 X 1035621 1074345 660739 1021251 850698 4642654 324462 407934 106962 645167 685486 2170011 35000 17500 17500 17392 87392 1360083 1517279 785201 1683918 1553576 6900057 40500 58236 221773 175561 249605 745675 44076 41798 51540 42518 92488 272420 84576 100034 273313 218079 342093 1018095 5881962 189 889 163 121 181 1543 189 889 163 121 181 1543 3901 584 2777 7262 18240 92043 66 1370 2084 113803 1382413 1610211 786014 1688186 1555841 7022665 0.83760 0.86600 0.00020 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2012 AMOUNT: $ 8,565. 2013 AMOUNT: $ 89,543. BARTER INCOME - 2012 AMOUNT: $ 9,675. 2013 AMOUNT: $ 2,500. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 66. 2015 AMOUNT: $ 1,370. 2016 AMOUNT: $ 2,084. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15573 11863 3710 3710 1560794 24429 24429 1536365 0 1536365 1677994 24429 24429 1653565 0 1653565 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 ANNUALY. 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 IN 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 144,990. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 145,090. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 161,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,600. TOTAL EXPENSES 163,480. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 31,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 66,253. TOTAL EXPENSES 97,776. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -6,541. FORM 990, PART XII, LINE 2C: PRIOR YEAR FINANCIALS WERE REVIEWED, FYE 6/30/17 FINANCIALS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. 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