2011-05-16T17:04:30-05:00 2010-06-30 MacFarlane Faletti & Co LLP 115 E Micheltorena St 200 Santa Barbara CA 93101 990 2009-07-01 770347413 Opera Santa Barbara SANT 8058983890 1330 State Street No 209 Santa Barbara CA 93101 STEVEN SHARPE 8058983890 2011-05-16 1 8059664157 2009 2016-02-24 21:20:13Z STEVEN SHARPE 1330 State Street No 209 Santa Barbara CA 93101 1158795 0 X operasb.com X 1994 CA 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. 17 17 75 27 0 0 1027934 815802 343745 253935 7165 1185 39681 15102 1418525 1086024 0 0 338409 385970 7569 20636 33761 1150059 986109 1496037 1392715 -77512 -306691 426235 317110 2344 35347 423891 281763 PRODUCTION OF PROFESSIONAL OPERATIC PERFORMANCES TO ENRICH THE COMMUNITY. 0 0 1193233 271764 In 2009/2010, Opera Santa Barbara produced the World Premiere of a new opera written by Stephen Schwartz, Seance on a Wet Afternoon. The company also presented a fully-staged production of Shakespearean opera scenes (titled Ode to Opera) and a concert performance of Verdi's Macbeth. In addition, a fully-staged one-hour family production of The Pirates of Penzance was offered free to local children and at a low cost to adults, with all three performances completely sold-out. The total audience for these four productions was 6,780. Community educational programs presented included the 8-part Opera on the Go series of educational talks, free 20-minute Opera Revealed talks presented prior to each opera performance and four free lunchtime concerts performed by members of the Young Artists Program. Our youth programs included the 5-week Opera in the Schools program which was offered free of charge to 8 classrooms, and final dress rehearsals to all of our opera productions which were offered free of charge to over 2,200 students. The Young Artists Program gave the opportunity for eleven (11) aspiring opera singers ages 22-33 to participate in a 7-week residency program where they received free coaching and masterclasses, performed in the production of Macbeth and participated in a variety of community concerts and outreach programs. Approximately 12 additional events were offered throughout the season, including opera nights in local restaurants and performances at several outdoor venues. 1193233 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 153 0 1 75 1 0 0 0 0 0 0 0 0 0 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Joan Starn 8058983890 1330 State Street Suite 209 Santa Barbara CA 93101 RICHARD ABERLE 2.00 X 0 0 0 MARLYN BERNARD BERNSTEIN 2.00 X 0 0 0 PETER BERTLING 3.00 X X 0 0 0 SARAH CHRISMAN 3.00 X X 0 0 0 Louise Gaylord 2.00 X 0 0 0 Nancy Golden 3.00 X X 0 0 0 Jayne Menkemeller 2.00 X 0 0 0 Duncan Mellichamp 3.00 X X 0 0 0 Eric Oltmann 2.00 X 0 0 0 Mary Penny 2.00 X 0 0 0 Daniel Reicker 3.00 X X 0 0 0 Joan Rutkowski 2.00 X 0 0 0 Ida Rickborn 3.00 X X 0 0 0 JudITH Smith 2.00 X 0 0 0 SandRA Urquhart 2.00 X 0 0 0 Simon Williams 2.00 X 0 0 0 AC MOORE 2.00 X 0 0 0 BILL RAMSEY 1.00 X 0 0 0 MARIS ANDERSON 1.00 X 0 0 0 NICK DINAPOLI 1.00 X 0 0 0 STEVEN SHARPE 40.00 X 82000 0 7452 82000 0 7452 0 0 0 0 0 14500 801302 815802 OPERA PERFORMANCES 711110 253935 253935 253935 1185 1185 70044 72771 -2727 -2727 MISCELLANEOUS INCOME 711110 11229 11229 ADVERTISING 711110 6600 6600 17829 1086024 271764 0 -1542 82000 41000 32900 8100 251975 225624 26351 4432 4432 19841 11508 7936 397 27722 23073 4470 179 10631 10631 20636 20636 298627 296569 2058 93734 84435 9299 56858 51349 4212 1297 5317 5317 28089 23032 3933 1124 4510 2255 2255 2731 2731 25586 24674 912 18341 14673 3668 Production expenses 316189 316189 EDUCATION AND OUTREACH 69103 69103 STRATEGIC PLANNING 46746 46746 BAD DEBT 7619 7619 FUNDRAISING EXPENSES 2028 2028 1392715 1193233 165721 33761 205498 38095 212241 9657 339040 69682 8496 269358 426235 317110 2344 35000 0 347 2344 35347 X 416391 274263 7500 7500 423891 281763 426235 317110 X 1 1 1 X 0 X 340783 1138938 976640 777032 851802 4085195 629479 442446 489905 752462 323979 2638271 970262 1581384 1466545 1529494 1175781 6723466 98000 103107 246874 447981 152298 663484 227636 1043418 250298 766591 474510 1491399 5232067 328 4041 8519 8293 1185 22366 328 4041 8519 8293 1185 22366 10600 13030 20379 10070 18429 72508 981190 1598455 1495443 1547857 1195395 6818340 0.76740 0.84900 0.00330 0.00320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 7500 7500 7500 1.00000 0 0 333007 67649 265358 6033 2033 4000 269358 OTHER LIABILITIES 347 347 1086024 1392715 -306691 164563 164563 -142128 1195395 72771 72771 1122624 -36600 -36600 1086024 1494599 101884 101884 1392715 0 1392715 Part V, Line 4: Description of Intended Use of Endowment Funds: THE EARNINGS ON THE PERMANENTLY RESTRICTED ENDOWMENT ARE USED TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. Part X: Description of Uncertain Tax Positions Under FIN 48: At JUNE 30, 2010, OPERA Santa Barbara DID NOT KNOW OF ANY uncertain tax positions requiring accrual. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 72771. Part XII, Line 4b - Other Adjustments: ACCRUAL TO CASH CONVERSION: -36600. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 72771. ACCRUAL TO CASH CONVERSION: 29113. X X X 1 ALICIA BENOIST FUNDRAISING CONSULTANT 0 25000 20636 4364 25000 20636 4364 CA ANNUAL FUNDRAISER 12625 12625 995 OPENING NIGHT GALA 55979 55979 51170 68604 68604 52165 52165 16439 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 2C RESPONSIBILITY OF AUDITED FINANCIALS AND INDEPENDENT ACCOUNTANT OPERA SANTA BARBARA HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. IN THE PRIOR YEAR, OPERA SANTA BARBARA DID NOT HAVE AN AUDIT. FORM 990, PART VIII, LINE 8 SPECIAL EVENTS THE ORGANIZATION DECIDED NOT TO HAVE ITS ANNUAL GALA IN THE CURRENT YEAR; THE TWO EVENTS HELD SERVED TO PROMOTE THE OPERA AND ITS MISSION. FORM 990, PART VII EXECUTIVE COMMITTEE 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 6/30/10, THE EXECUTIVE COMMITTEE MET 10 TIMES.