SANTA BARBARA OPERA ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA OPERA ASSOCIATION (EIN 77-0347413)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349305985
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:40:13-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952835976 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770347413 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERA SANTA BARBARA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8058983890 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET NO 209 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN SHARPE | Name |
| Title | GENERAL DIRECTOR | Title |
| Phone | 8058983890 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MACFARLANE FALETTI CO LLP | Name |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN SHARPE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET NO 209 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3252329 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | OPERASB.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OPERA SANTA BARBARA CONTRIBUTES TO THE CULTURAL ENRICHMENT OF ITS AUDIENCES, BY PRESENTING EXCITING, HIGH-QUALITY PRODUCTIONS AND COMMUNITY PROGRAMS THAT CELEBRATE THE BREADTH AND BEAUTY OF OPERA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1177227 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2334710 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 387261 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 387345 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 173 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5764 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 60309 | OtherRevenuePriorYear |
| Other Revenue Current Year | 61944 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1624970 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2789763 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 284454 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 496783 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28840 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 900390 | OtherExpensePriorYear |
| Other Expenses Current Year | 973183 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1184844 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1469966 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 440126 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1319797 | RevenuesLessExpensesCY |
| Total Assets BOY | 721889 | TotalAssetsBOY |
| Total Assets EOY | 1995494 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 108 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 721889 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1995386 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PRODUCTION OF PROFESSIONAL OPERATIC PERFORMANCES TO ENRICH THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1285074 | Expense |
| Revenue | 401616 | Revenue |
| Description | IN 2011/2012, OPERA SANTA BARBARA (OSB) PRESENTED THREE FULLY STAGED OPERA PRODUCTIONS: PUCCINI'S LA BOHEME, MOZART'S MARRIAGE OF FIGARO AND GLUCK'S ORPHEUS AND EURYDICE. TWO OF THE PRODUCTIONS (BOHEME AND FIGARO) WERE PERFORMED TWICE EACH IN THE 1,480-SEAT GRANADA THEATRE, AND ONE OF THE PRODUCTIONS (ORPHEUS) WAS PERFORMED TWICE IN THE 620-SEAT LOBERO THEATRE. THE TOTAL AUDIENCE FOR ALL THREE PRODUCTIONS COMBINED WAS 6,195, AVERAGE 87% OF CAPACITY. COMMUNITY EDUCATION PROGRAMS INCLUDED THE 8-PART OPERA ON THE GO! SERIES OF EDUCATIONAL TALKS, FREE 20-MINUTE LECTURES PRIOR TO EACH OPERA PERFORMANCE, 7 FREE NOONTIME CONCERTS FEATURING MEMBERS OF THE STUDIO ARTISTS PROGRAM, AND OPERA NIGHTS AT TRE LUNE RESTAURANT AND LA CUMBRE COUNTRY CLUB. EDUCATIONAL PROGRAMS FOR CHILDREN INCLUDED 45-MINUTE ASSEMBLY PROGRAM CALLED THE OPERA LAB WHICH WAS PRESENTED TO 2,021 CHILDREN IN 31 DIFFERENT LOCAL SCHOOLS, A FREE DRESS REHEARSAL OF ORPHEUS. THE STUDIO ARTISTS PROGRAM GAVE THE OPPORTUNITY FOR 12 ASPIRING OPERA SINGERS BETWEEN THE AGES OF 22 AND 30 TO PARTICIPATE IN A 7-WEEK RESIDENCY PROGRAM WHERE THEY RECEIVED MASTERCLASSES, PRIVATE COACHINGS AND HAD THE OPPORTUNITY TO COVER PRINCIPAL ROLES IN THE OPERA PRODUCTIONS. ADDITIONAL EVENTS THROUGHOUT THE SEASON INCLUDED AN OPENING NIGHT GALA DINNER, A VALENTINE'S FUNDRAISING GALA, AND AN OPERA LIP SYNC COMPETITION AT A LOCAL NIGHTCLUB. | Description |
| Total Program Service Expense | 1285074 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 92 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOREEN DALEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8058983890 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET SUITE 209 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RICHARD ABERLE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARLYN BERNARD BERNSTEIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SARAH SCHLINGER CHRISMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROGER DAVIDSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HERB KENDALL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DUNCAN MELLICHAMP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| AC MOORE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARTIN MOSKOVITS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAKSY PLACKIS-CHENG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DANIEL REICKER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| IDA RICKBORN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUDITH F SMITH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SANDRA L URQUHART | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAULA VON SIMSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOAN RUTKOWSKI | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| NANCY GOLDEN | ||||||
| FIRST VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| SIMON WILLIAMS | ||||||
| SECOND VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| ERIC OLTMANN | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| MARY PENNY | ||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| STEVEN SHARPE | ||||||
| GENERAL DIRECTOR | 40.00 | 82000 | 0 | 10102 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 82000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10102 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 64834 | FundraisingEvents |
| Government Grants | 37900 | GovernmentGrants |
| All Other Contributions | 2231976 | AllOtherContributions |
| Noncash Contributions | 13629 | NoncashContributions |
| Total Contributions | 2334710 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPERA PERFORMANCES | Description |
| Business Code | 711110 | BusinessCode |
| Total Revenue Column | 387345 | TotalRevenueColumn |
| Related Or Exempt Function Income | 387345 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 387345 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13162 | TotalRevenueColumn |
| Exclusion | $13,162 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 396246 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 403644 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7398 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7398 | TotalRevenueColumn |
| Exclusion | -$7,398 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 106595 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 64834 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 58922 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47673 | TotalRevenueColumn |
| Exclusion | $47,673 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADVERTISING | 711110 | 10815 | 10815 |
| MISCELLANEOUS INCOME | 711110 | 3456 | 3456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14271 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2789763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 401616 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $53,437 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101095 | Total |
| Program Services | 50547 | ProgramServices |
| Management And General | 40438 | ManagementAndGeneral |
| Fundraising | 10110 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350226 | Total |
| Program Services | 328419 | ProgramServices |
| Management And General | 21807 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5345 | Total |
| Program Services | 5345 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8870 | Total |
| Program Services | 8870 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31247 | Total |
| Program Services | 27213 | ProgramServices |
| Management And General | 3458 | ManagementAndGeneral |
| Fundraising | 576 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33896 | Total |
| Management And General | 33896 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240826 | Total |
| Program Services | 235735 | ProgramServices |
| Management And General | 5091 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92263 | Total |
| Program Services | 83037 | ProgramServices |
| Management And General | 9226 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58331 | Total |
| Program Services | 53389 | ProgramServices |
| Management And General | 3458 | ManagementAndGeneral |
| Fundraising | 1484 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33797 | Total |
| Program Services | 27713 | ProgramServices |
| Management And General | 4732 | ManagementAndGeneral |
| Fundraising | 1352 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9071 | Total |
| Program Services | 4536 | ProgramServices |
| Management And General | 4535 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25 | Total |
| Management And General | 25 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33199 | Total |
| Program Services | 31871 | ProgramServices |
| Management And General | 1328 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5237 | Total |
| Program Services | 2618 | ProgramServices |
| Management And General | 2095 | ManagementAndGeneral |
| Fundraising | 524 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRODUCTION EXPENSES | 207271 | 207271 | |
| THEATRE FEES | 152049 | 152049 | |
| TRAINING | 56120 | 56120 | |
| STRATEGIC PLANNING | 23607 | 23607 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27491 | Total |
| Program Services | 10341 | ProgramServices |
| Management And General | 2356 | ManagementAndGeneral |
| Fundraising | 14794 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469966 | Total |
| Program Services | 1285074 | ProgramServices |
| Management And General | 156052 | ManagementAndGeneral |
| Fundraising | 28840 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218126 | BOY |
| EOY | 126282 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261281 | BOY |
| EOY | 18377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 349588 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 133451 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241201 | BOY |
| EOY | 216137 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 177146 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281 | BOY |
| EOY | 1457552 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721889 | BOY |
| EOY | 1995494 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 108 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706310 | BOY |
| EOY | 477016 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6579 | BOY |
| EOY | 51818 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000 | BOY |
| EOY | 1466552 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721889 | BOY |
| EOY | 1995386 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721889 | BOY |
| EOY | 1995494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1319797 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -46300 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 976640 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 777032 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 851802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 677227 | CurrentTaxYearMinus1Year |
| Current Tax Year | 782805 | CurrentTaxYear |
| Total | 4065506 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 489905 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 752462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 323979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 474351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 545845 | CurrentTaxYear |
| Total | 2586542 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1466545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1529494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1175781 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151578 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1328650 | CurrentTaxYear |
| Total | 6652048 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 246874 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 205239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190120 | CurrentTaxYear |
| Total | 843340 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 663484 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 265682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123920 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249653 | CurrentTaxYear |
| Total | 1455037 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 250298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 766591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 512556 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 329159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 439773 | CurrentTaxYear |
| Total | 2298377 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4353671 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13162 | CurrentTaxYear |
| Total | 31332 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13162 | CurrentTaxYear |
| Total | 31332 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20379 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10070 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18429 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10204 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14271 | CurrentTaxYear |
| Total | 73353 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1495443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1547857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1195395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1161955 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1356083 | CurrentTaxYear |
| Total | 6756733 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.64430 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72100 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00320 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEST DATE: 01/31/11 AMOUNT: 500000. BEQUEST DATE: 04/18/12 AMOUNT: 1502440. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9000 | BeginningOfYearBalance |
| Contributions | 1500000 | Contributions |
| Investment Earnings Or Losses | -42448 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1466552 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7500 | BeginningOfYearBalance |
| Contributions | 1500 | Contributions |
| End Of Year Balance | 9000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7500 | BeginningOfYearBalance |
| End Of Year Balance | 7500 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7500 | BeginningOfYearBalance |
| End Of Year Balance | 7500 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 349588 | OtherCostOrOtherBasis |
| Depreciation | 133451 | Depreciation |
| Book Value | 216137 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 216137 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN PERPETUAL TRUST | Description |
| Book Value | 1457552 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1457552 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITY | Description |
| Amount | $108 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 108 | TotalOfAmounts |
| Total Revenue | 2789763 | TotalRevenue |
| Total Expenses | 1469966 | TotalExpenses |
| Excess Or Deficit For Year | 1319797 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3852 | NetUnrealizedGLOnInvestments |
| Other | -$42,448 | OtherAmount |
| Total Adjustments | -46300 | TotalAdjustments |
| Excess Or Deficit Per FS | 1273497 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1409501 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3852 | NetUnrealizedGainsInvestments |
| Other Revenues | 240948 | OtherRevenues |
| Revenue Not Rptd F990 | 237096 | RevenueNotRptdF990 |
| Revenue Subtotal | 1172405 | RevenueSubtotal |
| Other Revenues Not Included | 1617358 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1617358 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2789763 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1478582 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 58922 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 58922 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1419660 | ExpensesSubtotal |
| Other Expenses Not Included | 50306 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 50306 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1469966 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE EARNINGS ON THE PERMANENTLY RESTRICTED ENDOWMENT ARE USED TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | OPERA SANTA BARBARA IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2012, OR FOR ANY PERIOD FOR WHICH THE STATUTE OF LIMITATIONS IS STILL OPEN. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF PERPETUAL TRUST -42,448. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 58,922. ACCRUAL TO CASH CONVERSION 224,474. CHANGE IN VALUE OF PERPETUAL TRUST -42,448. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ACCRUAL TO CASH CONVERSION 1,617,358. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 58,922. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ACCRUAL TO CASH CONVERSION 50,306. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 136024 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 60405 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 75619 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 21433 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 5205 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 10929 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OPENING NIGHT GALA | NameOfEvent2 |
| Gross Receipts Event2 | 35405 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4429 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 30976 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 15561 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 565 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 5228 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 171429 | GrossReceiptsTotal |
| Charitable Contributions Total | 64834 | CharitableContributionsTotal |
| Gross Revenue Total Events | 106595 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 21433 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15561 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5770 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 16157 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58921 | DirectExpenseSummaryEvents |
| Net Income Summary | 47674 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AC MOORE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | A.C. MOORE IS A BOARD MEMBER AND OWNER OF DUNVEGAN ASSOCIATES, INC. | Relationship |
| Description Of Transaction | A.C. MOORE IS A BOARD MEMBER AND OWNER OF DUNVEGAN ASSOCIATES, INC., WHICH MANAGES THE OPERA'S INVESTMENTS PRO-BONO. IT IS NOT A CUSTODIAN. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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, SECTION B, LINE 12C | 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 INCLUDE SUCH 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 COMMITTEE MEMBER ALSO SERVES IN A SIMILAR CAPACITY FOR AN ORGANIZATION OF THE TYPE DESCRIBED ABOVE, SUCH DIRECTOR OR COMMITTEE MEMBER SHALL INCLUDE SUCH INFORMATION ON HIS OR HER ANNUAL REPORTING FORM AND ANY UPDATES. THE PRESIDENT SHALL ANNUALLY PREPARE, AND CIRCULATE TO THE ENTIRE BOARD OF DIRECTORS, 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, SECTION B, LINE 15 | 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, SECTION C, LINE 19 | 990 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY CALLING THE OFFICE DURING BUSINESS HOURS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,852. CHANGE IN VALUE OF PERPETUAL TRUST -42,448. TOTAL TO FORM 990, PART XI, LINE 5: -46,300. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | OPERA SANTA BARBARA HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | RESPONSIBILITY OF AUDITED FINANCIALS AND INDEPENDENT ACCOUNTANT |
| FORM 990, PART VI, SECTION A | OPERA SANTA BARBARA HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF ALL BOARD OFFICERS AND THE IMMEDIATE PAST PRESIDENT. PER THE ORGANIZATION'S BY-LAWS "THE EXECUTIVE COMMITTEE SHALL, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION,EXCEPT AS OTHERWISE PROVIDED BY LAW, THESE BYLAWS, OR BY RESOLUTION OF THE BOARD." DURING THE FISCAL YEAR ENDED 6/30/12, THE EXECUTIVE COMMITTEE MET 11 TIMES. | EXECUTIVE COMMITTEE |
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