2017-05-12T09:51:15-07:00 2016-06-30 990 2015-07-01 910760426 SEATTLE OPERA SEAT 2063897600 1020 JOHN ST SEATTLE WA 98109 RICHARD A JOHNSON CFO 2063897600 2017-05-15 2017-05-12 2015 2021-01-29 14:40:06Z AIDAN LANG 1020 JOHN STREET SEATTLE WA 98109 28642726 false X WWW.SEATTLEOPERA.ORG X 1963 WA SEATTLE OPERA IS A CULTURAL ICON OF A MAJOR WORLD CITY THAT SPEAKS TO ALL COMMUNITIES OF, AND VISITORS TO, THE PUGET SOUND REGION. BY DRAWING OUR COMMUNITY TOGETHER AND BY OFFERING OPERA'S UNIQUE FUSION OF MUSIC AND DRAMA, WE CREATE LIFE-ENHANCING EXPERIENCES THAT SPEAK DEEPLY TO PEOPLE'S HEARTS AND MINDS. 51 51 649 208 19278 18855376 17104256 6395813 8237228 161463 161272 197196 477897 25609848 25980653 0 0 12812543 13225841 0 2636268 8804982 10220689 21617525 23446530 3992323 2534123 29389781 30499819 11850326 11213521 17539455 19286298 X SEATTLE OPERA IS A CULTURAL ICON OF A MAJOR WORLD CITY THAT SPEAKS TO ALL COMMUNITIES OF, AND VISITORS TO, THE PUGET SOUND REGION. BY DRAWING OUR COMMUNITY TOGETHER AND BY OFFERING OPERA'S UNIQUE FUSION OF MUSIC AND DRAMA, WE CREATE LIFE-ENHANCING EXPERIENCES THAT SPEAK DEEPLY TO PEOPLE'S HEARTS AND MINDS. false false 16324295 8087880 DURING THE 2015/16 SEASON, SEATTLE OPERA CONTINUED INCREASING OUR SERVICE TO THE COMMUNITY THROUGH MAINSTAGE OPERA PERFORMANCES. A TOTAL OF 81,911 PEOPLE ATTENDED 36 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. THE BRAVO CLUB FOR YOUNG PROFESSIONALS ENGAGED 612 PEOPLE IN 2015/16 AND 99 MEMBERS PARTICIPATED IN THE WAGNER-ENTHUSIAST GROUP, WAGNER AND MORE. 624813 141206 EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS LED BY SEATTLE OPERA SERVED NEARLY 42,500 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 AN ADDITIONAL 26,100 STUDENTS AND TEACHERS WITH STATE-WIDE PROGRAMS THAT EXPANDED EQUITY AND ACCESS TO LEARNING IN THE ARTS, HUMANITIES, SCIENCE, LANGUAGES, AND OTHER SUBJECTS. 8142 THE COMPANY 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. 9541 17561 SUPPORT OF SONG AND DANCE LLC, DBA AMUSEMENTS, A GIFT SHOP AT MCCAW HALL WHICH SELLS SEATTLE OPERA-RELATED MERCHANDISE TO OPERA PATRONS. 9541 17561 16958649 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 false false false false false true false false false false true true true false false true 245 0 true 649 true true true false false false false true true false false false false X 51 51 false false false false false false false true true false false false true true true true true true false false WA X X RICHARD JOHNSON 2063897600 1020 JOHN ST SEATTLE WA 98109 JOHN NESHOLM CHAIRMAN 10.00 X X 0 0 0 MARYANNE TAGNEY PRESIDENT 10.00 X X 0 0 0 MOYA VAZQUEZ SECRETARY 2.00 2.00 X X 0 0 0 ROBERT COMFORT TREASURER 10.00 X X 0 0 0 THOMAS ALLEN VICE PRESIDE 2.00 X X 0 0 0 STEVEN CLIFFORD VICE PRES (P 2.00 X X 0 0 0 JAMES CULLEN VICE PRESIDE 2.00 3.00 X X 0 0 0 ROBERT FRIES 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 RON HOSOGI VICE PRESIDE 2.00 X X 0 0 0 BRIAN MARKS 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 STEVEN PHELPS VICE PRESIDE 2.00 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 STEPHEN SPRENGER VICE PRESIDE 2.00 X X 0 0 0 JOHN STARBARD VICE PRESIDE 2.00 X X 0 0 0 JOHN SULLIVAN VICE PRESIDE 2.00 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 RICHARD ALBRECHT TRUSTEE 2.00 X 0 0 0 KIM ANDERSON 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 BRENDA BRUNS TRUSTEE 2.00 X 0 0 0 JONATHAN CAVES TRUSTEE 2.00 X 0 0 0 GREGORY CHAN 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 SUSAN COUGHLIN 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 PAUL GOODRICH TRUSTEE 2.00 X 0 0 0 JEFFREY HANNA TRUSTEE 2.00 5.00 X 0 0 0 JIM HODGE TRUSTEE 2.00 X 0 0 0 KENNAN HOLLINGSWORTH TRUSTEE 2.00 X 0 0 0 GARY HOULAHAN 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 BRENDAN MURPHY TRUSTEE 2.00 X 0 0 0 ROSEMARY PETERSON TRUSTEE 2.00 X 0 0 0 TOM PUENTES TRUSTEE 2.00 X 0 0 0 MATTHEW SEGAL TRUSTEE 2.00 X 0 0 0 MARTHA SHERMAN 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 TRUSTEE 2.00 X 0 0 0 SCOTT WYATT TRUSTEE 2.00 X 0 0 0 AIDAN LANG GENERAL DIRE 50.00 X 270856 0 27756 KELLY H TWEEDDALE EXEC DIR (PA 50.00 X 210459 0 43073 RICHARD A JOHNSON CFO 50.00 X 187047 0 21686 LISA A BURY DEVELOPMENT 50.00 X 170683 0 20742 ALVIN A HENRY MARKETING DI 50.00 X 168804 0 20887 ROBERT D SCHAUB TECHNICAL DI 50.00 X 138109 0 19102 VINCENT FERAUDO PRODUCTION D 50.00 X 127416 0 18186 CHARLES T BUCK MASTER CARPE 44.00 X 100872 0 15330 1374246 186762 8 false true false ADAGE TECHNOLOGIES WEB DEVELOPER 296666 SMG DBA SAVORMCCAW HALL 305 HARRISON ST SEATTLE WA 98109 CATERING 290097 NBBJ FILE NUMBER 51257 PO BOX S/B 60000 SAN FRANCISCO CA 941601257 ARCHITECT 211979 QUALITY PRESS PRINTING 127266 INSPIRED RESULTS BY SAFEGUARD PRINTING 118185 5 203598 193397 1294080 3683543 11729638 2027048 17104256 OPERA TICKET SALES 711190 7424571 7424571 OTHER INCOME 711190 812657 812657 8237228 159463 159463 388139 29791 358348 358348 358348 1939664 599053 1936240 600668 3424 -1615 1809 1809 178270 193397 95374 82896 82896 SONG&DANCE UNRELATED REVENUE 711110 19278 19278 SONG&DANCE EXEMPT REVENUE 17375 17375 36653 25980653 8254603 19278 602516 X 1100198 407852 493864 198482 9332607 6994637 1299462 1038508 716851 610300 59450 47101 1082009 666357 237841 177811 994176 731697 152704 109775 298 298 44952 44952 99500 99500 4051371 3249416 308915 493040 652690 604840 39237 8613 260897 109296 87900 63701 202482 411 183719 18352 6409 6409 2350873 1821709 484554 44610 460159 279501 31953 148705 35457 8359 5708 21390 181301 104195 77106 122442 122442 SET & COSTUME MATERIALS 597427 597427 PRINTING 333972 203699 19987 110286 OTHER EXPENSES 282244 192216 63650 26378 TRUCKING SHIPPING POSTAGE 261717 176526 25463 59728 276498 193802 12908 69788 23446530 16958649 3851613 2636268 3875753 2069421 3660782 2532842 8369591 11004012 397534 266058 118729 113701 954402 1081697 12088279 4134550 6069327 7953729 61854 39150 5881809 5439209 29389781 30499819 2685041 2096572 6215460 5836001 2949825 3280948 11850326 11213521 X 4703070 2611013 9312658 13183588 3523727 3491697 17539455 19286298 29389781 30499819 2534123 -787280 X false true X true false X 13487581 11426193 13982577 18855376 17104256 74855983 9264976 8058089 12635936 6419236 8254603 44632840 22752557 19484282 26618513 25274612 25358859 119488823 1645434 5746573 4325585 275440 2260285 14253317 226607 486936 4712300 3723474 9149317 1645434 5973180 4812521 4987740 5983759 23402634 96086189 440286 465397 484212 533115 547602 2470612 3668 20372 8660 32700 440286 465397 487880 553487 556262 2503312 82896 82896 23192843 19949679 27106393 25828099 25998017 122075031 0.78710 0.81040 0.02000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99500 99500 20710762 20810262 1000000 250000 918285 1000000 1000000 1000000 3918285 5877428 24000 58000 99500 181500 229571 250000 250000 250000 979571 1469357 25772225 108570 -99834 1294080 7223 24479658 26653242 873775 321125 2066000 9917 25772225 23119161 1750824 3716508 1848000 85251 26653242 21863347 895272 2122117 1751500 10075 23119161 23203392 335087 105338 1755000 25470 21863347 0.09370 0.81270 0.09360 false true true 3204242 3204242 811280 796857 14423 2074372 2020162 54210 1915629 1317531 598098 4082756 4082756 7953729 INTEREST IN PERPETUAL TRUST 3276017 PROPERTY HELD IN LIFE ESTATE 1306171 CHARITABLE GIFT ANNUITY TRUST 560012 CONTRIBUTIONS RECEIVABLE FROM TRUSTS 182341 OTHER ASSETS 114668 5439209 DEFERRED PENSION LIABILITY 2424287 ACCRUED ANNUITIES PAYABLE 711953 DEFERRED FACILITY FEE 144708 3280948 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 IRC SECTION 511 THROUGH 515. GALA 362622 193227 169395 7998 33217 4817 36124 OPERA BALL 9045 170 8875 3809 975 8434 371667 193397 178270 7998 37026 5792 44558 95374 82896 X X X X false false false false false false false false false AIDAN LANG GENERAL DIRECTOR 261606 9250 27756 298612 KELLY H TWEEDDALE EXEC DIR (PART YR) 210459 13596 29477 253532 RICHARD A JOHNSON CFO 187047 11139 10547 208733 LISA A BURY DEVELOPMENT DIRECTOR 170683 10133 10609 191425 ALVIN A HENRY MARKETING DIRECTOR 168804 10104 10783 189691 ROBERT D SCHAUB TECHNICAL DIRECTOR 138109 8246 10856 157211 X 27 1939644 FAIR MARKET VALUE X OTHER GOODS 18 47120 FAIR MARKET VALUE X DONATED WINE 2 40284 FAIR MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION SEATTLE OPERA IS A CULTURAL ICON OF A MAJOR WORLD CITY THAT SPEAKS TO ALL COMMUNITIES OF, AND VISITORS TO, THE PUGET SOUND REGION. BY DRAWING OUR COMMUNITY TOGETHER AND BY OFFERING OPERA'S UNIQUE FUSION OF MUSIC AND DRAMA, WE CREATE LIFE-ENHANCING EXPERIENCES THAT SPEAK DEEPLY TO PEOPLE'S HEARTS AND MINDS. FORM 990, PAGE 2, PART III, LINE 4D SUPPORT OF 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 11B A PDF OF THE FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE 990, EXCLUDING SCHEDULE B CONTRIBUTORS, 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 THE COMPENSATION COMMITTEE, WHICH CONSISTS OF MEMBERS OF THE BOARD OF TRUSTEES. 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, WHICH COVERS A THREE-YEAR PERIOD BEGINNING SEPTEMBER 1, 2014. 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 2,634,310 770 4,689 OTHER PROFESSIONAL SERVICES 189,334 308,048 224,917 THEATER OPERATIONS 392,447 0 0 CATERING 33,325 97 263,434 FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -393,943 PARTNERSHIP BOOK/TAX DIFFERENCE 181 CHANGE IN VALUE OF PENSION -393,518 TOTAL -787,280 SEATTLE OPERA FOUNDATION 1020 JOHN STREET SEATTLE WA 98109 911174712 SUPPORT WA 501C3 11A SEATTLE OP SEATTLE OPERA true SONG AND DANCE LLC 321 MERCER ST SEATTLE WA 98109 710903362 RETAIL WA NA RELATED 36834 94740 false 19278 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 1294080 FMV 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.