SAN DIEGO OPERA ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO OPERA ASSOCIATION (EIN 95-6044429)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331349349301783
- 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 | 2013-05-14T08:46:22-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921083820 | 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 | 956044429 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO OPERA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6192327636 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 THIRD AVE 18TH FLOOR | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY KELLNER ROSENBERG | Name |
| Title | Executive VP | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A FIRL | Name |
| Phone | 6192947200 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | IAN CAMPBELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 THIRD AVE 18TH FLOOR | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12642935 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sdopera.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To produce and present opera & other vocal arts in San Diego & other communities, to create sets & costumes for the theatre arts & to promote greater interest in music, drama & allied arts through education, lecture, television & radio programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 406 | TotalNbrEmployees |
| Total Nbr Volunteers | 261 | TotalNbrVolunteers |
| Total Gross UBI | -5684 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5684 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6935179 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5453055 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5581949 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6311713 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 807985 | InvestmentIncomePriorYear |
| Investment Income Current Year | 488771 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -92833 | OtherRevenuePriorYear |
| Other Revenue Current Year | -175875 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13232280 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12077664 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8369630 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7278922 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1863281 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7196126 | OtherExpensePriorYear |
| Other Expenses Current Year | 8038383 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15565756 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15317305 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2333476 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3239641 | RevenuesLessExpensesCY |
| Total Assets BOY | 24827061 | TotalAssetsBOY |
| Total Assets EOY | 20456551 | TotalAssetsEOY |
| Total Liabilities BOY | 4564765 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4033082 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20262296 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16423469 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PRODUCE AND PRESENT OPERA AND OTHER VOCAL ARTS IN SAN DIEGO AND OTHER COMMUNITIES, TO OPERATE FACILITIES TO CREATE SETS AND COSTUMES FOR THE THEATRE ARTS AND TO ENRICH COMMUNITY LIFE BY PROMOTING A GREATER INTEREST IN MUSIC, DRAMA AND ALLIED ARTS THROUGH EDUCATION PROGRAMS, LECTURES, TELEVISION, RADIO PROGRAMS AND OTHER RESOURCES THAT MAY BE DEEMED APPROPRIATE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10867407 | Expense |
| Revenue | 6311713 | Revenue |
| Description | In 2012, San Diego Opera produced four productions and sixteen performances throughout the four-month season (January - April) along with a special concert event in San Diego's downtown Civic Theatre. Operas are produced and staged completely by San Diego Opera and feature internationally renowned artists. The chorus and stage crew are drawn from the local community, and San Diego Symphony is contracted as the orchestra. San Diego Opera has a scenic studio that builds sets and costumes for many of its productions and for theatrical arts organizations and commercial trade shows around the country. As part of its mission to make opera accessible to all, San Diego Opera offers extensive opera education and outreach programs, which serve adults and school children in San Diego County and Northern Mexico, with a special emphasis on disadvantaged children. | Description |
| Total Program Service Expense | 10867407 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 406 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL LOWRY | NamePerson |
| Telephone Number | 6192327636 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 THIRD AVE 18TH FLOOR | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921014112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| JOE WATKINS | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| HARRY B SUH | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| ANNE OTTERSON | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| JAMES A MERRITT MD | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| TONY THORNLEY | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| TOM MELODY | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| M FAYE WILSON | ||||||||
| LIFE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CLAIRE REISS | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | |||
| CHERYL A FISHER ESQ | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| IRIS LYNN STRAUSS | ||||||||
| LIFE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN SCRIPPS | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| LORI WALTON | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| DANITZA VILLANUEVA | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| TERESA NORTON | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| JEREMIAH B ROBINS | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| SHERYL WHITE | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY LIPINSKY | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| KAREN SEDGWICK-TYLER | ||||||||
| VP FINANCE | 1.00 | X | 0 | 0 | 0 | X | ||
| FRANCES R MARSHALL | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | ||
| SARAH B MARSH-REBELO | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| STACY KELLNER ROSENBERG | ||||||||
| Executive VP | 1.00 | X | 0 | 0 | 0 | X | ||
| TIM RAFALOVICH | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| MOSES URBANO | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| MARY E LYONS PHD | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| COLETTE CARSON ROYSTON | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| MARGARET JACKSON | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| MARY KEOUGH LYMAN | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| JEANNE JONES | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| LUIS A NUNEZ | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT B HORSMAN | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | |||
| DAVID KLEINFELD | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | |||
| ALEX LUKIANOV | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| BAMBOS I CHARALAMBOUS | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| LYNDA KERR | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| TERESA FISCHLOWITZ | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| COURTNEY ANN COYLE ESQ | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER GREENFIELD | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | |||
| HARRY F HIXSON JR | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| ANN IRWIN | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F IPPOLITO | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| ESTHER J BURNHAM | ||||||||
| LIFE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LEE CLARK | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| OLIVIA FARRELL | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| MARSHA A CHANDLER PHD | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| KAREN COHN | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| HARRY COOPER | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| RAFFAELLA BELANICH | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH AGUIAR | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| IAN CAMPBELL | ||||||||
| ART. & GEN DIR | 40.00 | 488875 | 0 | 19146 | X | |||
| MICHAEL LOWRY | ||||||||
| CFO | 40.00 | 80574 | 0 | 4195 | X | |||
| CHRISTINA LAZICH | ||||||||
| SR. DIR-DEVELOPMT | 40.00 | 121969 | 0 | 8391 | X | |||
| NICOLAS REVELES | ||||||||
| DIR OF EDUC & OUT | 40.00 | 116547 | 0 | 8382 | X | |||
| RISE WALTER | ||||||||
| SR DIR-AUDIENCE DE | 40.00 | 143082 | 0 | 8382 | X | |||
| ANN CAMPBELL | ||||||||
| EXEC DIR-DEV & MKT | 40.00 | 273954 | 0 | 8391 | X | |||
| KEITH FISHER | ||||||||
| EXEC. DIR - ADMIN | 40.00 | 181921 | 0 | 8391 | X | |||
| ELIZABETH WOOD | ||||||||
| DIRECTOR OF FINANCE | 0.00 | 105176 | 0 | 3493 | X | |||
| JOHN SLEEPER | ||||||||
| DIRECTOR OF FINANCE | 0.00 | 125396 | 0 | 6253 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1637494 | TotalReportableCompFromOrg |
| Total Other Compensation | 75024 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 428550 | FundraisingEvents |
| Government Grants | 601708 | GovernmentGrants |
| All Other Contributions | 4422797 | AllOtherContributions |
| Noncash Contributions | 152338 | NoncashContributions |
| Total Contributions | 5453055 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SHOP PRODUCTION/THEATER | 711190 | 505992 | 505992 |
| RENTAL SETS TO THEATERS | 711190 | 164176 | 164176 |
| INTL SEASON TICKET SALES | 711190 | 5609143 | 5609143 |
| HANDLING FEES, MISC | 711190 | 32402 | 32402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6311713 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 488771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 279437 | RelatedOrExemptFunctionIncome |
| Exclusion | $209,334 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 84661 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 428550 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 278140 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -193479 | TotalRevenueColumn |
| Exclusion | -$193,479 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 281447 | GrossSalesOfInventory |
| Cost Of Goods Sold | 287131 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5684 | TotalRevenueColumn |
| Unrelated Business Revenue | -5684 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 711190 | BusinessCode |
| Total Revenue Column | 23288 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23288 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 23288 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12077664 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6614438 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5684 | UnrelatedBusinessRevenue |
| Exclusion | $15,855 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690677 | Total |
| Program Services | 258744 | ProgramServices |
| Management And General | 431933 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5313470 | Total |
| Program Services | 2914388 | ProgramServices |
| Management And General | 1147805 | ManagementAndGeneral |
| Fundraising | 1251277 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338686 | Total |
| Program Services | 194785 | ProgramServices |
| Management And General | 45603 | ManagementAndGeneral |
| Fundraising | 98298 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497126 | Total |
| Program Services | 294566 | ProgramServices |
| Management And General | 110907 | ManagementAndGeneral |
| Fundraising | 91653 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438963 | Total |
| Program Services | 265150 | ProgramServices |
| Management And General | 93043 | ManagementAndGeneral |
| Fundraising | 80770 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8835 | Total |
| Management And General | 8835 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26000 | Total |
| Management And General | 26000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2996668 | Total |
| Program Services | 2930553 | ProgramServices |
| Management And General | 65786 | ManagementAndGeneral |
| Fundraising | 329 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814451 | Total |
| Program Services | 617241 | ProgramServices |
| Fundraising | 197210 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143008 | Total |
| Program Services | 55766 | ProgramServices |
| Management And General | 54889 | ManagementAndGeneral |
| Fundraising | 32353 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160663 | Total |
| Management And General | 160663 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711507 | Total |
| Program Services | 448326 | ProgramServices |
| Management And General | 181390 | ManagementAndGeneral |
| Fundraising | 81791 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378731 | Total |
| Program Services | 320030 | ProgramServices |
| Management And General | 51252 | ManagementAndGeneral |
| Fundraising | 7449 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25596 | Total |
| Program Services | 7447 | ProgramServices |
| Management And General | 14249 | ManagementAndGeneral |
| Fundraising | 3900 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178032 | Total |
| Program Services | 98532 | ProgramServices |
| Management And General | 83249 | ManagementAndGeneral |
| Fundraising | -3749 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77278 | Total |
| Management And General | 77278 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT TICKET VOUCHERS | 269730 | 269730 | |
| RENTAL SETS & SET BUILDING | 501502 | 501502 | |
| Theatre facility fees | 551380 | 551380 | |
| OTHER EXPENSES | 1107602 | 1073867 | 33735 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87400 | Total |
| Program Services | 65400 | ProgramServices |
| Fundraising | 22000 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15317305 | Total |
| Program Services | 10867407 | ProgramServices |
| Management And General | 2586617 | ManagementAndGeneral |
| Fundraising | 1863281 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2076272 | BOY |
| EOY | 1726927 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76436 | BOY |
| EOY | 107680 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6734888 | BOY |
| EOY | 4706543 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980281 | BOY |
| EOY | 874887 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93370 | BOY |
| EOY | 92868 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507833 | BOY |
| EOY | 347124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4224347 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2973211 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1147870 | BOY |
| EOY | 1251136 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7172045 | BOY |
| EOY | 5759819 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5733807 | BOY |
| EOY | 5219279 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304259 | BOY |
| EOY | 370288 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24827061 | BOY |
| EOY | 20456551 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677672 | BOY |
| EOY | 326557 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3128728 | BOY |
| EOY | 2913776 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758365 | BOY |
| EOY | 792749 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4564765 | BOY |
| EOY | 4033082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1266774 | BOY |
| EOY | 1268841 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12851131 | BOY |
| EOY | 9395210 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6144391 | BOY |
| EOY | 5759418 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20262296 | BOY |
| EOY | 16423469 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24827061 | BOY |
| EOY | 20456551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3239641 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -599186 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9690501 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9569007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7965959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6935179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5453055 | CurrentTaxYear |
| Total | 39613701 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9690501 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9569007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7965959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6935179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5453055 | CurrentTaxYear |
| Total | 39613701 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2644339 | AmountsSubstContributorsTotal |
| Public Support Total170 | 36969362 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 453815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 327122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 280879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 807985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 488771 | CurrentTaxYear |
| Total | 2358572 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 493058 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4782 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11560 | CurrentTaxYear |
| Total | 532825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42505098 | TotalSupport |
| Gross Receipts From Admissions Etc | 32984042 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86980 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 6144391 | BeginningOfYearBalance |
| Contributions | 37266 | Contributions |
| Investment Earnings Or Losses | -142802 | InvestmentEarningsOrLosses |
| Other Expenditures | 279437 | OtherExpenditures |
| End Of Year Balance | 5759418 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7192650 | BeginningOfYearBalance |
| Contributions | 42309 | Contributions |
| Investment Earnings Or Losses | 1383238 | InvestmentEarningsOrLosses |
| Other Expenditures | 2473806 | OtherExpenditures |
| End Of Year Balance | 6144391 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6934463 | BeginningOfYearBalance |
| Contributions | 46899 | Contributions |
| Investment Earnings Or Losses | 211288 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7192650 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78025 | OtherCostOrOtherBasis |
| Book Value | 78025 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 200000 | OtherCostOrOtherBasis |
| Depreciation | 200000 | Depreciation |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1421112 | OtherCostOrOtherBasis |
| Depreciation | 655429 | Depreciation |
| Book Value | 765683 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1857836 | OtherCostOrOtherBasis |
| Depreciation | 1576085 | Depreciation |
| Book Value | 281751 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 667374 | OtherCostOrOtherBasis |
| Depreciation | 541697 | Depreciation |
| Book Value | 125677 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1251136 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 5219279 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POOLED INCOME FUND LIABILITY | $102,784 |
| DEFINED CONTRIB POST RETIREMENT | $370,288 |
| DEFICIENCY IN CGA | $319,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 792749 | TotalOfAmounts |
| Total Revenue | 12077664 | TotalRevenue |
| Total Expenses | 15317305 | TotalExpenses |
| Excess Or Deficit For Year | -3239641 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -599186 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -599186 | TotalAdjustments |
| Excess Or Deficit Per FS | -3838827 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10984114 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 276868 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 276868 | RevenueNotRptdF990 |
| Revenue Subtotal | 10707246 | RevenueSubtotal |
| Other Revenues Not Included | 1370418 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1370418 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12077664 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14822941 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 276868 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 276868 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14546073 | ExpensesSubtotal |
| Other Expenses Not Included | 771232 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 771232 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15317305 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | San Diego Opera is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code except on net income derived from unrelated business activities. San Diego Opera's unrelated business activity did not generate taxable income and no tax liability has been recorded at June 30, 2012 and 2011. San Diego Opera believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. San Diego Opera is not a private foundation.San Diego Opera's Return of Organization Exempt from Income Tax and Exempt Organization Business Income Tax Returns for Tax for the years ended June 30, 2012, 2011, 2010 and 2009 are subject to examination by Internal Revenue Service and State taxing authorities, generally the three to four years after the returns were filed. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | STUDENT TICKET VOUCHERS $269730 RENTAL SETS & SET BUILDING EXPENSES $501502 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | NET UNREALIZED LOSS ON INVESTMENTS $599186 STUDENT TICKET VOUCHERS $269730 RENTAL SETS & SET BUILDING EXPENSES $501502 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | THE INTENDED USE OF THE SAN DIEGO OPERA'S ENDOWMENT FUNDS IS TO PROVIDE GENERAL SUPPORT. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT GALA | NameOfEvent1 |
| Gross Receipts Event1 | 452640 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 422840 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29800 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 60118 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 75546 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUNDRAISING CONCERT | NameOfEvent2 |
| Gross Receipts Event2 | 39691 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 39691 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 77420 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 25073 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20880 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5710 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 15170 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 19377 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 8606 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 513211 | GrossReceiptsTotal |
| Charitable Contributions Total | 428550 | CharitableContributionsTotal |
| Gross Revenue Total Events | 84661 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 156915 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 109225 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 278140 | DirectExpenseSummaryEvents |
| Net Income Summary | -193479 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| RISE WALTER | ||
| 143082 | 8382 | 151464 |
| KEITH FISHER | ||
| 181921 | 8391 | 190312 |
| JOHN SLEEPER | ||
| 125396 | 6253 | 131649 |
| IAN CAMPBELL | ||
| 488875 | 19146 | 508021 |
| ELIZABETH WOOD | ||
| 105176 | 3493 | 108669 |
| ANN CAMPBELL | ||
| 273954 | 8391 | 282345 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Wages are grossed up to include the tax implications of non-cash benefits provided to certain employees. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 20832 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | San Diego Opera Association REPORTS ON its auditED FINANCIAL STATEMENTS at the annual members meeting AND MAKES THE REPORTS AVAILABLE UPON REQUEST. The prior three years of Form 990's are made available upon request. They are also available on line at www.guidestar.org.GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | There is a compensation review committee of the Board that reviews and approves all compensation and benefits for department heads including key employees. The committee uses performance evaluation data as well as externally generated compensation data from comparable organizations. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Board has a Board governance policy which is reviewed, acted upon and revised as necessary. Board members are prohibited from serving on the board of competing organizations. Whenever there is a potential conflict of interest the matter is reviewed by the executive committee, if needed. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | San Diego Opera Associations process to review the Form 990 is as follows:A. After preparation of the Form 990 by the Director OF FINANCE and the Audit Firm, a draft is distributed to the Audit Committee for review and input. The Audit Committee, selected by the Nominating Committee of the Board and elected each year by the membership, is comprised of individuals whose business and professional backgrounds bring appropriate expertise to this process. The Associations Vice President of Finance is also a non-voting member of the Audit Committee. B.Once the Form 990 has been reviewed and approved by the Audit Committee, the Form 990 is then distributed electronically to each member of the Associations Executive Committee of the Board of Directors for their individual review and input. Should any revisions be necessary, the Form 990 then goes back to the Audit Committee for final review and approval before coming back to the Executive Committee. C. The final Audit Committee approved version is sent in advance to the Executive Committee and presented by the Vice President of Finance for any further discussion. It is then put forth for approval by a quorum of the Executive Committee. D. Once formal Executive Committee approval of the Form 990 is achieved, the Vice President of Finance then instructs the Director of Finance to file the Form 990 with the IRS. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | DONATIONS OF $50 OR MORE QUALIFIES A DONOR FOR MEMBERSHIP WITH THE ORGANIZATION. |
| Form 990, Part VI, Line 4 | Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The Board of Directors approved changing the definition of a quorum from 75 members to 10 members. Advance notice of meetings is still required. The Board of Directors also approved an increase to the maximum number of allowable directors from 48 to 100. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | IAN CAMPBELL (WHO SERVES AS GENERAL DIRECTOR AND ARTISTIC DIRECTOR, CEO) AND ANN CAMPBELL (WHO SERVES AS EXECUTIVE DIRECTOR - DEVELOPMENT AND MARKETING) HAVE A FAMILY RELATIONSHIP. |
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