2017-06-14T15:29:41-05:00 2016-07-31 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2015-08-01 940836240 San Francisco Opera Association SANF 4155653295 301 Van Ness Avenue San Francisco CA 94102 DAVID GOCKLEY CEO 4155653295 2017-06-13 1 Katy Brown P00650274 9257902600 2015 2021-01-29 14:40:06Z Matthew Shilvock 301 Van Ness Avenue San Francisco CA 94102 106157449 0 X WWW.SFOPERA.COM X 1923 CA The world-renowned San Francisco Opera is considered one of the most important operatic organizations in the United States. Great singing, outstanding conducting and productions sensitive to the music are core values of the Opera. The Opera perpetuates its legacy through the training of young artists, arts education, and audience development. 79 78 1099 694 -44853 -44853 46845775 39734645 26649232 24844771 28022123 6305736 198398 47573 101715528 70932725 0 0 0 0 59619966 60579484 239024 252362 4397439 19380138 20519892 79239128 81351738 22476400 -10419013 238003934 224924957 25272134 25720774 212731800 199204183 X San Francisco Opera's mission is 1) to present opera performances of the highest international quality available to the widest possible audiences; 2) to perpetuate and enrich the operatic art form; 3) to be creative and innovative in all aspects of opera; and 4) to take a leadership role in training, arts education, and audience development. Current programs include community outreach, training and professional development of young artists and community education. 0 0 56186980 22130742 Production and Artistic Accomplishments - The Opera presented 68 main stage performances of ten operas of the highest quality in addition to numerous concerts, recitals, workshops, and community engagement events attracting more than 301,941 individuals during the 2016 season. Highlights of the 93rd season included the American Premiere of the double bill of GORDON GETTY'S USHER HOUSE and DEBUSSY'S LA CHUTE DE LA MAISON USHER; the company premiere of SONDHEIM'S SWEENEY TODD; a new production of DONIZETTI'S LUCIA DI LAMMERMOOR; productions new to San Francisco: WAGNER'S DIE MEISTERSINGER VON NURNBERG, BIZET'S CARMEN, JANACEK'S JENUFA, and revivals of VERDI'S LUISA MILLER, MOZART'S THE MAGIC FLUTE, VERDI'S DON CARLO, AND ROSSINI'S THE BARBER OF SEVILLE. The Company honored General Director, DAVID GOCKLEY, with a gala evening and concert titled CELEBRATING DAVID! The Company launched the first season of SF OPERA LAB; at its newly renovated DIANE B. WILSEY CENTER FOR OPERA, highlights included the San Francisco Opera premiere of WINTERREISE, SVADBA - WEDDING, THE TRIPLETS OF BELLEVILLE CINE-CONCERT, two CHAMBERWORKS concerts, and three sold out Pop-up events. Many of the world's most important singers, conductors, directors and creative artists were assembled for the season including singers: PAUL APPLEBY, RENE BARBERA, PIOTR BECZALA, VITALIY BILYY, STEPHANIE BLYTHE, WILLIAM BURDEN, MALIN BYSTROM, CATHERINE COOK, SASHA COOKE, GINGER COSTA-JACKSON, LEAH CROCETTO, ELLIE DEHN, ADAM DIEGEL, MICHAEL FABIANO, RENEE FLEMING, FERRUCCIO FURLANETTO, MATTHEW GRILLS, ERIKA GRIMALDI, BRIAN JAGDE, BRANDON JOVANOVICH, NADIA KRASTEVA, MARIUSZ KWIECIEN, DANIELA MACK, ELLIOT MADORE, ANA MARIA MARTINEZ, KARITA MATTILA, LUCAS MEACHEM, BRIAN MULLIGAN, SIMON O'NEILL, ZACHARY NELSON, ERIC OWENS, RENE PAPE, PATRICIA RACETTE, IRENE ROBERTS, JAMES RUTHERFORD, SARAH SHAFER, ALBINA SHAGIMURATOVA, NADINE SIERRA, HEIDI STOBER, MICHAEL SUMUEL, WAYNE TIGGES, RACHEL WILLIS-SORENSEN, AND DOLORA ZAJICK. On the podium leading the SAN FRANCISCO OPERA ORCHESTRA AND CHORUS were Company Music Director, NICOLA LUISOTTI, Principal Guest Conductor PATRICK SUMMERS, as well as; JIRI BELOHLAVEK, JOHN DEMAIN, SIR MARK ELDER, GIUSEPPE FINZI, LAWRENCE FOSTER, CARLO MONTANARO; IAN ROBERTSON, director of the San Francisco Opera Chorus, and FABRIZIO CORONA, Associate Chorus Master. For the 42nd year in a row, the Opera held its annual Opera at the Park at Golden Gate Park's SHARON MEADOW featuring various stars of the fall season conducted by NICOLA LUISOTTI. SAN FRANCISCO OPERA returned to AT&T PARK for the Company's annual Opera in the Ballpark live HD simulcast of CARMEN over the July 4th holiday weekend. Throughout the 2016 season, numerous educational performances, workshops/training programs for teachers and adults, and opera study clubs were held reaching thousands of individuals. 3357679 207197 Electronic Media - The objective of this initiative is to extend the Company's audience through television and radio broadcasts, home video products, local simulcasts, cinema presentations, web videos, and in-house HD coverage. Classical radio station KDFC in San Francisco broadcast the Company's full season to an audience of approximately 25,000 listeners per title, with rebroadcasts via the WFMT Radio Network to a national and international audience of nearly 7 million for the entire series. Continuing a partnership started in 2010, KQED Public Television broadcast four titles - NORMA, SUSANNAH, CINDERELLA, AND SHOW BOAT - which were also released as the Company's fifth Grand Opera Cinema Series and presented in movie theaters and performing arts venues throughout the western United States. The tenth live simulcast to AT&T Park - BIZET'S CARMEN - attracted a crowd of over 28,000 to OPERA AT THE BALLPARK, an event produced in partnership with the San Francisco Giants. Short format web videos were viewed on the Company's YouTube page over 195,000 times throughout the year, bringing the total views as of July 31, 2016 to over one million. The Company's pioneering OperaVision, offered at select performances, gives balcony audiences a better view of the stage with screens showing real-time HD video and subtitles. 2971783 1771924 Opera Center (Training and Professional Development) - The Opera supports an internationally recognized training and professional development program, the Adler Fellowship Program. The Adler Fellowship Program is a performance-oriented residency of two years offering advanced young artists intensive individual training, coaching, professional seminars, and a wide range of performance opportunities. Adler Fellows gain valuable professional experience by performing roles of increasing importance in the Opera's main-stage season. In addition to performances on the main stage, selected Adler Fellows were featured in the SCHWABACHER Debut Recital Series. The Adler Season culminates in an Adler Fellows Concert. Alumni from the Adler Program include; Sopranos LEAH CROCETTO, NANCY GUSTAFSON, PATRICIA RACETTE, NADINE SIERRA, RUTH ANN SWENSON, ELZA VAN DEN HEEVER, and DEBORAH VOIGT; Mezzo-Sopranos ZHENG CAO and DOLORA ZAJICK; Tenors BRIAN JAGDE, SEAN PANIKKAR, and NOAH STEWART; Countertenor BRIAN ASAWA; Baritones MARK DELAVAN and LUCAS MEACHEM; and Bass-Baritones MONTE PEDERSON and JOHN RELYEA. The San Francisco Opera also supports the Merola Opera Program for aspiring professionals, offering up-and-coming singers, coach-accompanists and stage directors the opportunity of intense study and performance during an eleven-week summer program.The Opera's commitment to providing music education and enrichment opportunities to students, teachers, young audiences, and adults, continued in a myriad of school and family programs and online resources. The San Francisco Opera and Opera Guild bring opera and music education to students and individuals throughout Northern California. 895135 895135 62516442 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 326 0 1 1099 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 79 78 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA MA NV NY OR UT WA X Michael Simpson 4155653295 301 Van Ness Avenue San Francisco CA 941024509 Anne G McWilliams Director 1.00 X 0 0 0 Anne Popkin Director 1.00 X 0 0 0 Annette Campbell-White Director 1.00 X 0 0 0 Barbara A Wolfe Director 1.00 X 0 0 0 Barbara Ward Wonder Director 1.00 X 0 0 0 Ben Nelson Director 1.00 X 0 0 0 Bernard Osher Director 1.00 X 0 0 0 Bill Russell-Shapiro Director 1.00 X 0 0 0 Bruce W Hyman Director 1.00 X 0 0 0 CP Russell Director 1.00 X 0 0 0 Carlyn Clause Director & Merola Opera Program President (11/1/15 1.00 X 0 0 0 Carol Franc Buck Director 1.00 X 0 0 0 Carol Pucci Doll Director 1.00 X 0 0 0 Charles Edward Hudson III Director 1.00 X 0 0 0 Charlot D Malin Director & Guild President 1.00 X 0 0 0 Dawn Yates Black Director 1.00 X 0 0 0 Donna L Blacker Director & Merola Opera Program President (8/1/15- 1.00 X 0 0 0 Doreen Woo Ho Director 1.00 X 0 0 0 Dorothy M Jeffries Director 1.00 X 0 0 0 Gil Penchina Director 1.00 X 0 0 0 Harriet Meyer Quarre Director 1.00 X 0 0 0 Helen Meyer Director 1.00 X 0 0 0 Hiromitsu Ogawa Director 1.00 X 0 0 0 I Craig Henderson MD Director 1.00 X 0 0 0 Ira D Dearing Director 1.00 X 0 0 0 J Boyce Nute Director 1.00 X 0 0 0 J Burgess Jamieson Director 1.00 X 0 0 0 J Patterson McBaine Director 1.00 X 0 0 0 Jack Calhoun Director 1.00 X 0 0 0 Jack Schafer Director 1.00 X 0 0 0 Jane M Hartley Director 1.00 X 0 0 0 John Cullison Director 1.00 X 0 0 0 John Hendrickson Director 1.00 X 0 0 0 Joseph D Keegan PhD Director 1.00 X 0 0 0 Justin Moore Director 1.00 X 0 0 0 Karen Richardson Director (8/1/15-3/1/16) 1.00 X 0 0 0 Karthik Rau Director 1.00 X 0 0 0 Kristina Johnson Flanagan Director 1.00 X 0 0 0 Lauren Groff Director & BRAVO! President 1.00 X 0 0 0 Lawrence A Kern Director 1.00 X 0 0 0 Lorry I Lokey Director 1.00 X 0 0 0 Louise Gund Director 1.00 X 0 0 0 Margarita Gandia Director 1.00 X 0 0 0 Mark R Kroll Director 1.00 X 0 0 0 Mary A Powell Director 1.00 X 0 0 0 Masashi Oka Director 1.00 X 0 0 0 Melinda Yee-Franklin Director 1.00 X 0 0 0 Mrs Alfred S Dede Wilsey Director 1.00 X 0 0 0 Mrs David T Joan Traitel Director 1.00 X 0 0 0 Mrs George P Charlotte Shultz Director 1.00 X 0 0 0 Mrs Mark A Teresa Medearis Director 1.00 X 0 0 0 Mrs Peter W Jayne Davis Director 1.00 X 0 0 0 Mrs Tad Dianne Taube Director 1.00 X 0 0 0 Nancy S Mueller Director 1.00 X 0 0 0 Peter Fenton Director 1.00 X 0 0 0 Phil Libin Director 1.00 X 0 0 0 Philip M Jelley Director 1.00 X 0 0 0 Randall Reynoso Director 1.00 X 0 0 0 Richard J Rigg PhD Director 1.00 X 0 0 0 Robert A Ellis Director 1.00 X 0 0 0 Ruth A Short Director 1.00 X 0 0 0 Sally Fenton Director 1.00 X 0 0 0 S Shariq Yosufzai Director 1.00 X 0 0 0 Sharon Winslow Director 1.00 X 0 0 0 Soo Venkatesan Director 1.00 X 0 0 0 Stephen S Kahng Director 1.00 X 0 0 0 Sylvia R Lindsey Director 1.00 X 0 0 0 Susan Anderson-Norby Director 1.00 X 0 0 0 Susan Graham Johnston Director 1.00 X 0 0 0 Timothy Blackburn Director 1.00 X 0 0 0 William M Coughran Jr Director 1.00 X 0 0 0 Paul M Crane Dorfman Assn. Officer - Executive V.P. 5.00 X X 0 0 0 Lisa Erdberg Assn. Officer - Vice President 5.00 X X 0 0 0 Keith B Geeslin Assn. Officer - President 5.00 X X 0 0 0 John A Gunn Board Officer - Chairman 5.00 X X 0 0 0 George H Hume Board Officer - Vice Chairman 5.00 X X 0 0 0 Franklin P Johnson Jr Board Officer - Chairman Emeritus 5.00 X X 0 0 0 Thomas A Larsen Assn. Officer - Secretary 5.00 X X 0 0 0 Steven Menzies Assn. Officer - Treasurer 5.00 X X 0 0 0 David Gockley Assn. Officer - GEN DIRECTOR & CEO 60.00 X X 445797 0 205231 Karl O Mills Board Officer - Vice Chairman 5.00 X X 0 0 0 Reid W Dennis Board Officer - Chairman Emeritus 5.00 X 0 0 0 Michael TW Simpson ASSN. Officer - CFO 60.00 X 263404 0 36213 Matthew Shilvock GENERAL DIRECTOR DESIGNATE 60.00 X 277657 0 35431 Daniel Knapp DIRECTOR OF PRODUCTION 60.00 X 172929 0 4675 Marcia Lazer DIRECTOR OF MKTING 60.00 X 180827 0 19423 Gregory Henkel DIRECTOR OF ARTISTIC & MUSIC PLANNING 60.00 X 153105 0 14665 Jon Gossett CHIEF DEVELOPMENT OFFICER (2/27/15) 60.00 X 218419 0 1114 Jennifer Good DIRECTOR OF MUSIC OPERATIONS 60.00 X 156114 0 16205 Nicola Luisotti MUSIC DIR & PRINCIPAL CONDUCTOR 60.00 X 482973 0 25939 David Hatch MASTER CARPENTER 60.00 X 235318 0 54988 Lori Harrison MASTER OF PROPERTIES 60.00 X 207933 0 48416 Douglas R Mitchell MASTER AUDIO/VIDEO ENGINEER 60.00 X 233133 0 54464 Leon Parsons MASTER ELECTRICIAN 60.00 X 204025 0 47478 3231634 0 564242 97 0 1 0 Webcor Builders 1751 Harbor Bay Parkway Suite 200 Alameda CA 94502 Consulting/Builders 2587094 Palisades Media Group Inc 1620 26th Street 2050N Santa Monica CA 90404 Marketing 1099460 DCM Telemarketing 45 Main Street Ste 816 Brooklyn NY 11201 Professional Services 586199 First Class Plus 1750 Cesar Chavez Street Unit E San Francisco CA 94124 Mailing Center 524347 Mark Cavagnero Associates 1045 Sansome Street Ste 200 San Francisco CA 94111 Consulting 517869 18 2298368 739525 759523 35937229 13746367 39734645 Ticket Sales 900099 22130742 22130742 SF Opera Center 900099 1771924 1771924 Other Program Revenue 900099 734908 734908 Media 900099 207197 207197 24844771 2292761 2292761 54450 163518 0 3291 54450 160227 214677 160227 54450 38657461 34644486 4012975 4012975 4012975 133325 2298368 438377 -305052 -305052 218108 138570 79538 79538 Parking Fees 812930 103263 103263 UBI Loss from Partners 900099 -44853 -44853 58410 70932725 25004998 -44853 6237935 2235846 969445 1035351 231050 43996693 38794494 3197560 2004639 3914935 3627922 187112 99901 7306201 6620372 397367 288462 3125809 2650136 308885 166788 89406 54222 33233 1951 220000 220000 252362 252362 441757 441757 1221527 240663 874598 106266 2466424 105982 2360442 1934212 458139 1238726 237347 353945 353945 346300 346300 2736220 1197563 1330279 208378 1825539 1756612 22857 46070 32789 1387 31402 29105 593 28512 2538643 1343518 1195124 1 510552 37661 472891 PRODUCTION MATERIALS 2237512 2157149 80363 MARKETING/PROMOTION 1339738 148273 454698 736767 All Other Expenses 1322442 1205823 111310 5309 STORAGE & MOVING 857585 800188 57397 16196 4048 12148 81351738 62516442 14437857 4397439 -839865 2691511 14511060 5859979 22868384 15425860 969929 750650 120519 119103 306484 306206 51501057 22973492 6298655 28527565 141833072 131860405 31914105 29814303 20021591 9569375 238003934 224924957 5448814 5517994 13483015 12391000 6340305 7811780 25272134 25720774 X 12539858 3210188 54582505 45941176 145609437 150052819 212731800 199204183 238003934 224924957 X -10419013 -2809650 -298954 X X 0 1 X 1 0 X 38038251 40106664 41085156 46845775 39734645 205810491 38038251 40106664 41085156 46845775 39734645 205810491 49998601 155811890 2180296 2565907 3326590 2772750 2510729 13356272 219166763 127589298 0.71090 0.70440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 64 0 0 0 0 1 39841 39905 0 Part II-B, Line 1: Legislative activity was in support of "Yes on S, San Franciscans for the Arts & Ending Family Homelessness," a San Francisco City Ballot Measure Committee, for the allocation of hotel tax funds in support of the arts and ending family homelessness. 182447725 3924736 3055950 14597901 174830510 168704031 21621932 1841456 9719694 182447725 161395094 3021645 14066571 9779279 168704031 154305171 6095205 13332310 12337592 161395094 157226551 5227508 -1153699 6995189 154305171 0.12570 0.85830 0.01600 1 0 24989908 5055264 19934644 26192954 17619508 8573446 318195 298720 19475 28527565 Limited PS - Equities 19711515 F Limited PS - Real Estate 1271730 F Limited PS - Inflation Hedge 1452548 F Limited PS - Private Equity 6971114 F Limited PS - Hedge Funds 340 F 250 Post Street 407056 C 29814303 Capital Lease Obligations - ST 100861 Deffered Revenue - Pooled Income Funds 192396 Short Term Compensation and Other 946703 Long Term Compensation and Other 6468470 Capital Lease Obligations - LT 103350 7811780 X 68794661 -2809650 600795 -113214 -2322069 71116730 441757 -625762 -184005 70932725 82322278 600795 924716 1525511 80796767 441757 113214 554971 81351738 Part V, Line 4: The Endowment is composed of several funds set aside for donor directed purposes including operations, Opera House maintenance, tickets for underprivileged, new productions, student subscriptions, principal artists, education, and other programs. Part X, Line 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX-EXEMPT PURPOSE. ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES PRESCRIBES THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION OF INCOME TAX ASSETS AND LIABILITIES, CLASSIFICATION OF CURRENT AND DEFERRED INCOME TAX ASSETS AND LIABILITIES, ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS, ACCOUNTING FOR INCOME TAXES IN INTERIM PERIODS, AND INCOME TAX DISCLOSURES. THIS STANDARD ALSO REQUIRES ADDITIONAL DISCLOSURE OF THE BEGINNING AND ENDING UNRECOGNIZED TAX BENEFITS AND DETAILS REGARDING THE UNCERTAINTIES THAT MAY CAUSE THE UNRECOGNIZED BENEFITS TO INCREASE OR DECREASE WITHIN THE TWELVE MONTH PERIOD. THE ASSOCIATION'S POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS A TWO-STEP PROCESS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATION PROCESSES, IF ANY. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT OR LIABILITY AS THE LARGEST AMOUNT THAT IS MORE THAN 50% LIKELY TO BE REALIZED OR INCURRED UPON SETTLEMENT. BASED ON AN ANALYSIS PREPARED BY THE ASSOCIATION, IT WAS DETERMINED THAT THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. Part XI, Line 2d - Other Adjustments: Prior years orchestra retirement expense grouped in non-operating income -113,214. Part XI, Line 4b - Other Adjustments: Special Events Expenses -438,377. Inventory Sales, Returns, Allowances & Costs -184,094. Rental Expenses -3,291. Part XII, Line 2d - Other Adjustments: Special Events Expenses 438,377. Inventory Sales, Returns, Allowances & Costs 184,094. Donated Property - expensed over useful life 298,954. Rental Expenses 3,291. Part XII, Line 4b - Other Adjustments: Prior years orchestra retirement expense grouped in non-operating income 113,214. Cayman Islands 0 0 Passive Investment 4954624 0 0 0 0 0 0 4954624 0 4954624 1 0 1 1 1 0 X X X X X X X 1 DCM Telemarketing 330 West 38th Street Ste 207 New York NY 10018 Annual Giving 0 784953 220412 564541 Gregory Lassonde PO Box 27427 Oakland CA 94602 Planned Giving 0 0 11000 -11000 784953 231412 553541 AZ CA MA NV NY OR UT WA Bravo Gala 59371 30821 28550 2346 57720 800 27096 Gockley Gala 2372322 2267547 104775 14801 149679 4617 181318 2431693 2298368 133325 17147 207399 5417 208414 438377 -305052 X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 David Gockley Assn. Officer - GEN DIRECTOR & CEO 418353 0 0 0 27444 0 197050 0 8181 0 651028 0 0 0 Michael TW Simpson ASSN. Officer - CFO 253404 0 10000 0 0 0 18428 0 17785 0 299617 0 0 0 Matthew Shilvock GENERAL DIRECTOR DESIGNATE 239657 0 20000 0 18000 0 13250 0 22181 0 313088 0 0 0 Daniel Knapp DIRECTOR OF PRODUCTION 172929 0 0 0 0 0 0 0 4675 0 177604 0 0 0 Marcia Lazer DIRECTOR OF MKTING 162827 0 0 0 18000 0 12947 0 6476 0 200250 0 0 0 Gregory Henkel DIRECTOR OF ARTISTIC & MUSIC PLANNIN 153105 0 0 0 0 0 7976 0 6689 0 167770 0 0 0 Jon Gossett CHIEF DEVELOPMENT OFFICER (2/27/15) 200419 0 0 0 18000 0 0 0 1114 0 219533 0 0 0 Jennifer Good DIRECTOR OF MUSIC OPERATIONS 141825 0 0 0 14289 0 9538 0 6667 0 172319 0 0 0 Nicola Luisotti MUSIC DIR & PRINCIPAL CONDUCTOR 481703 0 0 0 1270 0 10625 0 15314 0 508912 0 0 0 David Hatch MASTER CARPENTER 235318 0 0 0 0 0 21766 0 33222 0 290306 0 0 0 Lori Harrison MASTER OF PROPERTIES 207933 0 0 0 0 0 19165 0 29251 0 256349 0 0 0 Douglas R Mitchell MASTER AUDIO/VIDEO ENGINEER 215133 0 0 0 18000 0 21559 0 32905 0 287597 0 0 0 Leon Parsons MASTER ELECTRICIAN 183168 0 0 0 20857 0 18793 0 28685 0 251503 0 0 0 Part I, Line 1a David Gockley, General Director and CEO, received compensation for a health and social membership at an annual cost of $2,364. Nicola Luisotti, Music Director and Principal Conductor, received reimbursement for two spousal transatlantic air fares per year. During 2015, two fares were required at a cost of $9,993. Cell phones provided to employees primarily for business purposes are a working condition fringe and not reportable as compensation. Part I, Lines 4a-b Jon Gossett received a severance payment in the amount of $152,293. David Gockley participated in a supplemental non-qualified retirement plan with a contribution of $178,500. Mary Powell Director 47849 Mary Powell has a family relationship with a company that provides floral services to the Opera. 0 Mary Powell Director 31250 Mary Powell performed management consulting for a commemorative book. 0 Steven Menzies Director 1426020 STEVEN MENZIES IS A PRINCIPAL, OFFICER, AND DIRECTOR OF APPLIED UNDERWRITERS, INC. OF WHICH THE OPERA OBTAINS WORKER'S COMPENSATION INSURANCE. MR. MENZIES RECUSES HIMSELF FROM THE OPERA'S DECISION TO ENGAGE APPLIED UNDERWRITERS, INC. AND RECUSES HIMSELF FROM THE UNDERWRITING OF THE OPERA AT APPLIED UNDERWRITERS, INC. 0 Charles Edward Hudson III Director 12067 Charles Edward Hudson, III is a board member of Chariot Transit, Inc. which provides shuttle services to Opera patrons. 0 Justin Moore Director 8400 Justin Moore is the CEO of Axcient, Inc. which provides Disaster Recovery and backup services to the Opera. 0 X 134 13479806 FMV at Date of Gift X Piano 1 300000 FMV at Date of Gift X Food/Beverage 19 114412 FMV at Date of Gift X Media 1 109200 FMV at Date of Gift X Misc 11 97386 FMV at Date of Gift 0 1 1 Part I, Column (b): Line 9: All contributions reported represent the number of contributions and not the number of items received. Stock contributions represented the number of contributions and not individual shares of stock. Line 9: During the course of solicitation, (see Schedule G), securities may be donated in lieu of cash contributions. Part I, Line 32b: The organization contracts with a commercial fundraiser for a vehicle donation program. Form 990, Part VI, Section A, line 2 Thomas A. Larsen, Officer and Secretary, has a business relationship with George Hume, Officer and Vice-Chair. Thomas A. Larsen, Officer and Secretary, has a business relationship with John Gunn, Director and Chairman. Bill Russell-Shapiro, Director, has a family relationship with C.P. Russell, Director. Karl Mills, Officer and Vice-Chair, has a business relationship with various directors, via an investment advisory firm and one director is a shareholder. Karen Richardson, Director, has a family relationship with Karl Mills, Officer and Vice-Chair. Form 990, Part VI, Section A, line 4 The by-laws of the San Francisco Opera Association were amended on November 12, 2015 to include the following changes: Section 4.06 Updated ex-officio membership of Chair of the Board Section 4.08 Updated ex-officio membership of President Form 990, Part VI, Section B, line 11 AS PART OF THE OPERA'S INTERNAL REVIEW PROCESS, THE FILING VERSION OF THE FORM 990 IS PRESENTED TO THE OPERA'S AUDIT COMMITTEE FOR DISCUSSION AND COMMENT. PRIOR TO FILING, THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS SENT TO ALL BOARD DIRECTORS FOR THEIR REVIEW. ANY COMMENTS ARE REVIEWED BY MANAGEMENT. BUT FOR THE REDACTED CONTRIBUTOR NAMES AND ADDRESSES, THE ANSWER TO QUESTION 11A WOULD BE "YES." Form 990, Part VI, Section B, line 12c The Opera has a written conflict of interest policy. All officers, directors, and key employees must comply with the policy and are sent annually the Conflict of Interest Policy. Any reported conflicts are reviewed and resolved promptly. Form 990, Part VI, Section B, line 15 THE OPERA HAS A WRITTEN COMPENSATION POLICY. THERE IS AN ANNUAL REVIEW OF THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY THE COMPENSATION COMMITTEE. THE COMMITTEE IS COMPOSED ENTIRELY OF INDEPENDENT INDIVIDUALS, AND COMPARABLE DATA IS USED TO EVALUATE THE APPROPRIATENESS OF THE COMPENSATION. Form 990, Part VI, Section C, line 19 Governing Documents, the Conflict of Interest Policy, and current annual financial statements are available on the Guidestar website (www.guidestar.org) and San Francisco Opera website (www.sfopera.com). They are also available upon written request. Form 990, Part XI, line 9: Donated Property -Expensed Over Useful Life -298,954. Form 990, Part XII, Line 2c: Audit Committee Role The Audit Committee is set up to oversee the audit and selection of the independent accounting firm. The committee held three meetings with board members, officers of the opera, and independent auditors.