2016-05-03T16:15:10-07:00 2015-06-30 Stoltey & Associates PO Box 57 Los Olivos CA 93441 990 2014-07-01 770347413 OPERA SANTA BARBARA OPER 8058983890 1330 STATE STREET SANTA BARBARA CA 93101 STEVEN SHARPE GENERAL DIRECTOR 2016-05-03 true BRAD STOLTEY CPA P00241354 8056895880 X 2014 2016-08-17 19:52:53Z Sandy Urquhart 1330 STATE STREET SANTA BARBARA CA 93101 1527876 false false X OPERASB.ORG X 1994 CA as a destination opera company, Opera Santa Barbara presents a diverse repertoire of traditional and contemporary opera productions that are exciting and high-quality as well as community programs that celebrate the breadth and beauty of opera. 21 21 71 14 0 970951 1043285 386021 373470 1387 95 106441 74445 1464800 1491295 85626 0 0 278779 311773 0 90812 1241743 1145293 1606148 1457066 -141348 34229 1716171 1696772 83902 106124 1632269 1590648 Opera Santa Barbara contributes to the cultural enrichment of our audiences by presenting exciting, high-quality productions and community programs that celebrate the breadth and beauty of opera. Opera Santa Barbara aspires to be a destination opera company, producing a diverse repertoire of traditional and contemporary operas that engage and excite a broad audience. false false 1203991 373470 In 2014/15, Opera Santa Barbara (OSB) presented three fully staged opera productions: Verdis Rigoletto, Rossinis LItaliana in Algeri and Previns A Streetcar Named Desire. All three productions were performed twice in the 1,480-seat Granada Theatre. Community outreach programs for adults included a series of 9 free Noontime Concerts held at the Santa Barbara Public Library, pop-up opera performances held at various locations throughout the community including three performances at the Santa Barbara Museum of Art, educational presentations to community groups in Santa Barbara, Ventura and Los Angeles County, free 20-minute lectures held prior to each opera performance, talk-backs held following opera performances and several community concerts in restaurants and country clubs. The Studio Artist program gave the opportunity for 12 aspiring opera singers between the ages of 22 and 35 to participate in a 4-week residency program where they received private coachings, and had the opportunity to cover principal roles in the opera productions. Additional events held during the season included an Opening Night Gala Dinner, The Opera Ball Fundraising Gala and several Party Book events held at the homes of donors. 1203991 true true false false false false false false false false true false false true false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false 109 0 false 71 true false false false false false false true true false 0 false false false false false false false false false false X 21 21 false false false false false false false false false false false true true true true true true true false false CA X X DOREEN DALEY 8058983890 1330 STATE STREET SANTA BARBARA CA 93101 X Sandy Urquhart Chairman 2.00 0.00 X X 0 0 0 Nancy Golden VICE CHAIR 2.00 0.00 X X 0 0 0 Rodney Baker Secretary 2.00 0.00 X X 0 0 0 Dan Reicker Treasurer 2.00 0.00 X X 0 0 0 Joan Rutkowski Former Chair 2.00 0.00 X X 0 0 0 Pat Andersons Director 2.00 0.00 X 0 0 0 Cindy Brittain Director 2.00 0.00 X 0 0 0 Aaron Beno Budgor Director 2.00 0.00 X 0 0 0 Sarah Chrisman Director 2.00 0.00 X 0 0 0 Roger Davidson Director 2.00 0.00 X 0 0 0 Jon Duprau Director 2.00 0.00 X 0 0 0 Stuart Kart Director 2.00 0.00 X 0 0 0 Herb Kendall Director 2.00 0.00 X 0 0 0 AC Moore Director 2.00 0.00 X 0 0 0 Eric Oltmann Director 2.00 0.00 X 0 0 0 Mary Penny Director 2.00 0.00 X 0 0 0 Laurel Philliips Director 2.00 0.00 X 0 0 0 Jean Rogers Director 2.00 0.00 X 0 0 0 Simon Williams Director 2.00 0.00 X 0 0 0 Joann Younger Director 2.00 0.00 X 0 0 0 Judith Smith Director 2.00 0.00 X 0 0 0 STEVEN SHARPE GENERAL DIRECTOR 40.00 0.00 X 126250 0 11036 126250 11036 1 false false false 0 1043285 1043285 OPERA PERFORMANCES 373470 373470 373470 95 95 0 0 0 0 111026 36581 74445 74445 0 0 0 1491295 373470 74540 0 0 0 0 0 0 277141 229005 30863 17273 0 12553 10373 1398 782 22079 18244 2459 1376 0 65 54 7 4 14085 11639 1568 878 0 0 0 6028 4981 671 376 67821 56041 7553 4227 43975 36337 4897 2741 0 0 42998 35530 4788 2680 11325 9358 1261 706 0 513 424 57 32 1938 1601 216 121 0 18116 14969 2018 1129 7597 6277 846 474 OPERA PRODUCTIONS 924157 763642 102917 57598 STRATEGIC PLANNING 6665 5508 743 414 MISC EXPENSES 10 8 1 1 0 1457066 1203991 162263 90812 91602 177572 9079 33998 40000 0 2438 4709 0 0 0 0 926 2333 210690 147701 81105 62989 0 0 0 0 1491021 1415171 1716171 1696772 22490 1732 11412 104392 50000 83902 106124 X -33382 166547 136372 1529279 1424101 1632269 1590648 1716171 1696772 X 34229 -75850 X false true X true false X 677227 782805 957284 970951 1043285 4431552 474351 545845 475299 528556 373470 2397521 0 0 0 1151578 1328650 1432583 1499507 1416755 6829073 205239 190120 395359 0 205239 190120 395359 6433714 1387 95 1482 0 1387 95 1482 0 487 487 1151578 1328650 1432583 1501381 1416850 6831042 0.94180 0.90230 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60121 57198 2923 150569 90503 60066 62989 INTEREST IN PERPETUAL TRUST 1415171 1415171 X 1415445 -75850 -75850 1491295 1491295 1457066 1457066 1457066 Part X : FIN48 Footnote Income taxes Opera is incorporated exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code (IRC), though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the IRC). The tax years ending 2011, 2012, and 2013 are still open to audit for both federal and state purposes. Contributions to the organization are tax deductible to donors under Section 170 of the IRC. The organization is not classified as a private foundation false ANNUAL GALA 111026 111026 36581 111026 111026 36581 36581 74445 AC MOORE DIRECTOR INVESTMENT ADVISOR false Schedule L, Part V Supplemental Information A.C. MOORE IS A BOARD MEMBER AND OWNER OF DUNVEGAN ASSOCIATES, INC., WHICH MANAGES THE OPERA'S INVESTMENTS PRO-BONO. DUNVEGAN ASSOCIATES, INC. IS NOT A CUSTODIAN. Form 990, Part VI, Line 11b: Form 990 Review Process THE EXECUTIVE DIRECTOR AND ACCOUNTANT REVIEW THE 990 AND THEN PRESENT TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A DIRECTOR OR COMMITTEE MEMBER WHO SERVES AS A DIRECTOR, TRUSTEE, OFFICER, STAFF MEMBER, CONSULTANT OR IN A SIMILAR CAPACITY TO AN ORGANIZATION THAT IS CURRENTLY PROVIDING FUNDS TO THE ORGANIZATION, OR IS PROVIDING GOODS OR SERVICES TO THE ORGANIZATION, OR IS RECEIVING FINANCIAL SUPPORT FROM THE ORGANIZATION OR HAS SOME OTHER DIRECT TANGIBLE FINANCIAL RELATIONSHIP WITH THE ORGANIZATION SHALL INCLUDESUCH INFORMATION ON A FORM THAT THE ORGANIZATION WILL COLLECT ANNUALLY, AND SHALL PROVIDE UPDATED INFORMATION TO THE PRESIDENT AS CIRCUMSTANCES CHANGE.IN ADDITION, IF ANY IMMEDIATE FAMILY MEMBER OF A DIRECTOR OR COMMITTEEMEMBER ALSO SERVES IN A SIMILAR CAPACITY FOR AN ORGANIZATION OF THE TYPEDESCRIBED ABOVE, SUCH DIRECTOR OR COMMITTEE MEMBER SHALL INCLUDE SUCHINFORMATION ON HIS OR HER ANNUAL REPORTING FORM AND ANY UPDATES.THE PRESIDENT SHALL ANNUALLY PREPARE, AND CIRCULATE TO THE ENTIRE BOARD OFDIRECTORS, A LIST OF AFFILIATIONS OF BOARD MEMBERS WITH OUTSIDE ORGANIZATIONS THAT MAY CREATE CONFLICTS. UNLESS OTHERWISE NOTIFIED, THE PRESIDENT MAY ASSUME THAT PAST AFFILIATIONS ARE CONTINUING.A COPY OF THIS CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH CURRENT DIRECTOR AND COMMITTEE MEMBERS. ALL NEW DIRECTORS AND COMMITTEE MEMBERS SHALL BE ADVISED OF THIS POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. THIS POLICY SHALL BE REVIEWED ANNUALLY OR AS REQUESTED BY THE PRESIDENT. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED SEVERAL YEARS AGO BY USING COMPARABLE DATA FROM OTHER ORGANIZATIONS. NO INCREASES HAVE BEEN RECEIVED IN THE PAST THREE YEARS, AND THE AMOUNT WHEN DETERMINED UPON HIRING WAS APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection 990 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY CALLING THE OFFICE DURING BUSINESS HOURS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available No documents available to the public. Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN VALUE OF PERPETUAL TRUST = -$75850