efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493162009595 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 ( c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private foundations) 2O1 3 Do not enter Social Security numbers on this form as it may be made public By law, the IRS Department of the Treasury Open generally cannot redact the information on the form Internal Revenue Service Inspection - Information about Form 990 and its instructions is at www.IRS.gov/form990 For the 2013 calendar year, or tax year beginning 08-01-2013 , 2013, and ending 07-31-2014 C Name of organization B Check if applicable D Employer identification number SAN FRANCISCO OPERA ASSOCIATION F Address change 94-0836240 Doing Business As F Name change fl Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number 301 VAN NESS AVENUE p Terminated (415)565-3295 (- Amended return City or town, state or province, country, and ZIP or foreign postal code SAN FRANCISCO, CA 94102 1 Application pending G Gross receipts $ 127,261,194 F Name and address of principal officer H(a) Is this a group return for DAVID GOCKLEY subordinates? (-Yes No 301 VAN NESS AVENUE SAN FRANCISCO, CA 94102 H(b) Are all subordinates F Yes (- No included? I Tax-exempt status F 501(c)(3) 1 501(c) ( ) I (insert no (- 4947(a)(1) or F_ 527 If "No," attach a list (see instructions) J Website : - WWW SFO PERA CO M H(c) Group exemption number 0- K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1932 M State of legal domicile CA Summary 1 Briefly describe the organization's mission or most significant activities THE WORLD-RENOWNED SAN FRANCISCO OPERA IS CONSIDERED ONE OFTHE MOST IMPORTANT (CONTINUED ON SCHED 0) OPERATIC ORGANIZATIONS IN THE UNITED STATES GREAT SINGING, OUTSTANDING CONDUCTING AND PRODUCTIONS SENSITIVE TO THE MUSIC ARE CORE VALUES OFTHE OPERA THE OPERA PERPETUATES ITS LEGACY THROUGH THE TRAINING OFYOUNG ARTISTS,ARTS EDUCATION,AND AUDIENCE DEVELOPMENT 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) . 3 78 4 Number of independent voting members of the governing body (Part VI, line 1b) . 4 77 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) . 5 1,088 6 Total number of volunteers (estimate if necessary) 6 675 7aTotal unrelated business revenue from Part VIII, column (C), line 12 . 7a -75,267 b Net unrelated business taxable income from Form 990-T, line 34 . 7b -75,267 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 40,106,664 41,085,156 9 Program service revenue (Part VIII, line 2g) . 22,611,419 26,637,759 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 6,680,528 7,587,976 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 277,420 497,609 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 69,676,031 75,808,500 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 0 0 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 51,051,911 55,368,049 16a Professional fundraising fees (Part IX, column (A), line 11e) 319,461 299,018 b Total fundraising expenses (Part IX, column (D), line 25) 0-4,922,358 LLJ 17 Other expenses (Part IX, column (A), lines h1a-11d, 11f-24e) . 16,136,553 18,257,936 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 67,507,925 73,925,003 19 Revenue less expenses Subtract line 18 from line 12 2,168,106 1,883,497 Beginning of Current End of Year Year -A 20 Total assets (Part X, line 16) 210,148,701 223,116,675 %TS 21 Total liabilities (Part X, line 26) . 22,328,344 26,108,947 ap ZLL 22 Net assets or fund balances Subtract line 21 from line 20 lijaW Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge Signature of officer Sign Here DAVID GOCKLEY CEO Type or print name and title Print/Type preparer's name Preparers signature LYNN HENLEY Paid Firm's name 1- ARMANINO LLP Pre pare r Use Only Firm's address 1-12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON, CA 945834600 May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions. Form 990 ( 2013) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III .F 1 Briefly describe the organization 's mission SAN FRANCISCO OPERA'S MISSION IS 1) TO PRESENT OPERA PERFORMANCES OFTHE HIGHEST INTERNATIONAL QUALITY AVAILABLE TO THE WIDEST POSSIBLE AUDIENCES, 2) TO PERPETUATE AND ENRICH THE OPERATIC ART FORM, 3) TO BE CREATIVE AND INNOVATIVE IN ALL ASPECTS OF OPERA, AND 4) TO TAKE A LEADERSHIP ROLE IN TRAINING, ARTS EDUCATION, AND AUDIENCE DEVELOPMENT CURRENT PROGRAMS INCLUDE COMMUNITY OUTREACH, TRAINING AND PROFESSIONAL DEVELOPMENT OF YOUNG ARTISTS AND COMMUNITY EDUCATION 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . fl Yes F No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting , or make significant changes in how it conducts, any program services? . F Yes F No If "Yes," describe these changes on Schedule 0 4 Describe the organization 's program service accomplishments for each of its three largest program services , as measured by expenses Section 501(c)(3) and 501( c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported 4a (Code ) ( Expenses $ 49,919,082 including grants of $ ) (Revenue $ 22,674,340 PRODUCTION AND ARTISTIC ACCOMPLISHMENTS - THE OPERA PRESENTED 68 MAINSTAGE PERFORMANCES OF EIGHT OPERAS OF THE HIGHEST ARTISTIC QUALITY IN ADDITION TO NUMEROUS CONCERTS, RECITALS, WORKSHOPS, AND COMMUNITY ENGAGEMENT EVENTS ATTRACTING MORE THAN 271,954 INDIVIDUALS DURING THE 2014 SEASON HIGHLIGHTS OF THE 91ST SEASON INCLUDED A WORLD PREMIERE OF TOBIAS PICKER'S "DOLORES CLAIBORNE," NEW PRODUCTIONS OF ROSSINI'S "IL BARBIERE DI SIVIGLIA," AND WAGNER'S THE FLYING DUTCHMAN," AS WELL AS BOITO'S "MEFISTOFELE," VERDI'S "FALSTAFF," KERN AND HAMMERSTEIN'S "SHOW BOAT," VERDI'S "LA TRAVIATA," AND PUCCINI'S "MADAMA BUTTERFLY " SPECIAL TO THE FALL SEASON AND IN HONOR OF VERDI'S BICENTENNIAL CELEBRATION, SAN FRANCISCO OPERA JOINED WITH THE RENOWNED TEATRO DI SAN CARLO OF NAPLES FOR A CONCERT OF THE COMPOSER'S "MESSA DA REQUIEM" FEATURING A 320 PERSON DOUBLE ORCHESTRA AND CHORUS MANY OF THE WORLD'S MOST IMPORTANT SINGERS, CONDUCTORS, DIRECTORS AND CREATIVE ARTISTS WERE ASSEMBLED FOR THE SEASON INCLUDING SINGERS AINHOA ARTETA, NICOLE CABELL, LEAH CROCETTO, ELIZABETH DESHONG, ELIZABETH FUTRAL, ISABEL LEONARD, LISE LINDSTROM, DANIELA MACK, AILYN PEREZ, PATRICIA RACETTE, HEIDI STOBER, ILDAR ABDRAZAKOV, JAVIER CAMARENA, ALESSANDRO CORBELLI, STEPHEN COSTELLO, MICHAEL FABIANO, GREER GRIMSLEY, AUDUN IVERSEN, BRIAN JAGDE, QUINN KELSEY, LUCAS MEACHEM, BRIAN MULLIGAN, MAURIZIO MURARO, SAIMIR PIRGU, MORRIS ROBINSON, ALEK SHRADER, KRISTINN SIGMUNDSSON, VLADIMIR STOYANOV, BRYN TERFEL, AND RAMON VARGAS ON THE PODIUM LEADING THE SAN FRANCISCO OPERA ORCHESTRA AND CHORUS WAS COMPANY MUSIC DIRECTOR NICOLA LUISOTTI, PRINCIPAL GUEST CONDUCTOR PATRICK SUMMERS, COMPANY RESIDENT CONDUCTOR GIUSEPPE FINZI, JOHN DEMAIN AND GEORGE MANAHAN, IAN ROBERTSON, DIRECTOR OF THE SAN FRANCISCO OPERA CHORUS, AND FABRIZIO CORONA, ASSOCIATE CHORUS MASTER OTHER MUSICAL HIGHLIGHTS OF THE SEASON INCLUDED POPULAR AND FREE OUTDOOR CONCERTS AT THE STERN GROVE FESTIVAL, FEATURING GUEST SINGERS AILYN PEREZ AND STEPHEN COSTELLO, LED BY MAESTRO MANAHAN FOR THE 40TH YEAR IN A ROW, THE OPERA HELD ITS ANNUAL OPERA IN THE PARK AT GOLDEN GATE PARK'S SHARON MEADOW WITH VARIOUS STARS OF THE FALL SEASON CONDUCTED BY NICOLA LUISOTTI THE SAN FRANCISCO OPERA RETURNED TO AT&T PARK FOR THE COMPANY'S ANNUAL OPERA IN THE BALLPARK LIVE HD SIMULCAST OF "LA TRAVIATA" OVER THE JULY 4 HOLIDAY WEEKEND THE OPERA ALSO PUT ON WORKSHOPS AND SPECIAL PRESENTATIONS FOR BAY AREA STUDENTS, TEACHERS, FAMILIES, AND ADULTS IN ADDITION, THE OPERA HELD A FREE COMMUNITY OPEN HOUSE IN THE FALL OF 2013 OFFERING A CLOSE LOOK AT BEHIND-THE-SCENES ACTIVITIES, A WORKING ORCHESTRA AND CHORUS REHEARSAL, COSTUME EXHIBITION, AND MUSICAL EXCERPTS PERFORMED LIVE BY THE ADLER FELLOWS 4b (Code ) (Expenses $ 3,635,906 including grants of $ (Revenue $ 228,705 ) ELECTRONIC MEDIA - THE OBJECTIVE OF THIS INITIATIVE IS TO EXTEND THE COMPANY'S AUDIENCE THROUGH TELEVISION AND RADIO BROADCASTS, HOME VIDEO PRODUCTS, LOCAL SIMULCASTS, CINEMA PRESENTATIONS, WEB VIDEOS, AND IN-HOUSE HD COVERAGE SAN FRANCISCO OPERA RETURNED TO PBS FOR THE FIRST TIME SINCE 2002 AS JAKE HEGGIE'S "MOBY-DICK" AIRED ON GREAT PERFORMANCES THE COMPANY ALSO PRODUCED ITS FIRST TITLES FOR HOME VIDEO IN OVER TWO DECADES, RELEASING "MOBY-DICK," "LUCREZIA BORGIA," AND "PORGY AND BESS" ON DVD AND BLU-RAY IN PARTNERSHIP WITH EUROARTS MUSIC INTERNATIONAL AND NAXOS OF AMERICA, AND AIRING THESE TITLES INTERNATIONALLY IN OVER A DOZEN COUNTRIES CLASSICAL RADIO STATION KDFC IN SAN FRANCISCO