2024-05-14T12:28:48-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 911841406 SACRAMENTO REGION PERFORMING ARTS ALLIANCE SACR 9164765975 1110 2ND STREET SACRAMENTO CA 95814 GIULIANO KORNBERG EXECUTIVE DIRECTOR 9164765975 2024-05-13 1 GIULIANO KORNBERG 999009999 0 AMANDA H WILLIAMS P01281212 9166466464 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GIULIANO KORNBERG 1110 2ND STREET SACRAMENTO CA 95814 7221835 0 X SACPHILOPERA.ORG X 1997 CA BUILD COMMUNITY, INSPIRE A LOVE OF THE PERFORMING ARTS AND ENRICH LIVES THROUGH MUSIC. 16 16 235 16 17310 479 1711462 1752574 754651 802651 833 31104 5767 22700 2472713 2609029 0 0 0 0 1286801 1173570 86956 88135 226399 967505 1278893 2341262 2540598 131451 68431 1093798 1314402 308002 467689 785796 846713 X THE MISSION OF THE SACRAMENTO REGION PERFORMING ARTS ALLIANCE IS TO BUILD COMMUNITY, INSPIRE A LOVE OF THE PERFORMING ARTS AND ENRICH LIVES THROUGH MUSIC. THE MISSIONS IS ENACTED VIA LIVE PROFESSIONAL PERFORMANCES AND COMMUNITY ENGAGEMENT INITIATIVES THAT INSPIRE, ENRICH, AND EXCITE OUR COMMUNITY. 0 0 2008814 808041 THIS PAST YEAR, THE SACRAMENTO PHILHARMONIC & OPERA (SP&O) CONTINUED TO PRODUCE PERFORMANCES FROM THE SAFE CREDIT UNION PERFORMING ARTS CENTER (SAFE PAC). IN THE 2022-23 SEASON, WE PERFORMED 7 PERFORMANCES, INCLUDING TWO OPERAS FOR THE FIRST SEASON IN OUR MERGED ORGANIZATIONAL HISTORY. WE PERFORMED BELOVED WORKS BY COMPOSERS SUCH AS STRAVINSKY, MOZART, BEETHOVEN, RAVEL, AND PUCCINI, AND AVERAGED 1,750 TICKETS SOLD PER CONCERT. AS PART OF THESE PERFORMANCES, WE ALSO WERE ABLE TO ENGAGE OUR SP&O CHORUS FOR THREE CHORUS ENGAGEMENTS, INCLUDING MOZART'S MASS WITH OUR NEWLY DESIGNATED PRINCIPAL CONDUCTOR AND ARTISTIC ADVISOR ARI PELTO. IN ADDITION TO OUR SEVEN PERFORMANCES, THE SACRAMENTO PHILHARMONIC & OPERA WAS ALSO ABLE TO PROVIDE MUSIC VIA OTHER PERFORMANCE OPPORTUNITIES. WE PROVIDED THE LIVE MUSIC FOR ALL 8 LIVE PERFORMANCES OF THE SACRAMENTO NUTCRACKER, PLAYING FOR 16,000 PATRONS THROUGHOUT THE COURSE OF THE PERFORMANCES. WE PERFORMED LIVE IN CONCERT WITH ANDREA BOCELLI AT THE GOLDEN 1 CENTER, PERFORMING FOR MORE THAN 12,000 ATTENDEES. AND, WE CONTINUED OUR TRADITION OF PLAYING LIVE MUSIC FOR SACRAMENTO'S RUN TO FEED THE HUNGRY, IN WHICH WE PERFORMED FOR MORE THAN 30,000 RUNNERS AT THE RUN. 155846 ADDITIONALLY, IN THE 2022-23 SEASON, WE WERE ABLE TO RETURN TO IN-PERSON MUSIC EDUCATION PROGRAM, LINK UP - THE SP&O'S FLAGSHIP EDUCATION PROGRAM. THE PROGRAM ENDED IN MARCH 2023 WHEN THOUSANDS OF TITLE 1 STUDENTS CAME DOWN TO THE SAFE PAC TO PERFORM WHAT THEY LEARNED LIVE WITH THE SP&O MUSICIANS. THE EXCITEMENT WAS PALPABLE, AS THE THOUSANDS OF STUDENTS SANG, DANCED, AND PLAYED RECORDER WHILE A SCREEN ABOVE THE STAGE CYCLED THROUGH PIECES OF MUSIC. EVERYONE HAD A WONDERFUL TIME! 2164660 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 50 0 1 235 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X GIULIANO KORNBERG 6128659198 1110 2ND STREET SACRAMENTO CA 95814 JOHN SHIREY PRESIDENT 0.00 1.00 X X 0 0 0 SHEREE MEYER VICE PRESIDENT 0.00 X X 0 0 0 DAVID R MOTES TREASURER 0.00 1.00 X X 0 0 0 SUE MILLER SECRETARY 0.00 1.00 X X 0 0 0 NINA ANKELE DIRECTOR 1.00 X 1000 0 0 ERIC ASTACAAN DIRECTOR 0.00 X 0 0 0 JOANNE BODINE DIRECTOR 0.00 X 0 0 0 JOHN CROWE DIRECTOR 0.00 X 0 0 0 BRADLEY ELKIN DIRECTOR 0.00 X 0 0 0 PATRICIA KEAST DIRECTOR 0.00 X 0 0 0 DAVID E LINDGREN DIRECTOR 0.00 X 0 0 0 LAURIE NELSON DIRECTOR 0.00 1.00 X 0 0 0 DICK OSEN DIRECTOR 0.00 1.00 X 0 0 0 SANDRA SMOLEY DIRECTOR 0.00 X 0 0 0 VIRGINIA VARELA DIRECTOR 0.00 X 0 0 0 HENRY WIRZ DIRECTOR 0.00 X 0 0 0 GIULIANO KORNBERG EXECUTIVE DIRECTOR 40.00 X 98907 0 3630 99907 0 3630 0 0 0 0 0 44500 380500 1327574 40956 1752574 TICKET SALES 711110 587484 587484 SERVICES 900099 215167 215167 802651 13205 13205 4630705 4612806 17899 17899 17899 ADVERTISING INCOME 541800 17310 17310 MISCELLANEOUS INCOME 900099 5390 5390 22700 2609029 808041 17310 31104 X 105838 89101 8664 8073 866025 734856 67880 63289 6111 3739 1237 1135 93066 87783 1055 4228 102530 90526 6185 5819 60839 8909 51898 32 88135 88135 625929 625893 36 154733 126609 28124 111552 75821 10816 24915 6527 6527 86459 83484 1487 1488 116602 116602 980 980 1366 1271 95 19735 19112 317 306 PRODUCTION SUPPLIES 48996 48996 BANK/CREDIT CARD CHARGE 45175 44451 724 2540598 2164660 149539 226399 306352 310993 753781 825805 14120 4758 381 18744 58483 24080 8813 420 15267 99096 1093798 1314402 45196 87928 262806 379761 308002 467689 X 630250 846713 155546 0 785796 846713 1093798 1314402 68431 -7514 0 X X 0 1 X 1 0 X 1310344 1436107 1306727 1711462 1752574 7517214 890624 296228 754651 802651 2744154 2200968 1732335 1306727 2466113 2555225 10261368 355948 739329 111134 445467 533109 2184987 54964 64241 103665 222870 410912 739329 111134 509708 636774 2407857 7853511 2145 1705 945 833 13205 18833 2145 1705 945 833 13205 18833 447 586 1361 888 5390 8672 2203560 1734626 1309033 2467834 2573820 10288873 0.76330 0.79610 0.00180 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 447. 2019 AMOUNT: $ 586. 2020 AMOUNT: $ 1,361. 2021 AMOUNT: $ 888. 2022 AMOUNT: $ 5,390. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1083550 804936 1888486 865950 217600 1083550 507713 358237 865950 307713 200000 507713 0 307713 307713 1.00000 0 1 1 24080 8813 15267 15267 3663806 -7514 84000 1022791 1099277 2564529 44500 44500 2609029 2629078 84000 48980 132980 2496098 44500 44500 2540598 PART V, LINE 4: THE SACRAMENTO PHILHARMONIC & OPERA FOUNDATION MANAGES AN ENDOWMENT TO SUPPORT THE ONGOING OPERATIONS OF THE SACRAMENTO REGIONAL PERFORMING ARTS ALLIANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION REVENUE 1,022,791. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 44,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION EXPENSES 48,980. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE FROM SACRAMENTO PHILHARMONIC ORCHESTRA FOUNDATION 44,500. X X X X X X 1 BENNET DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 TELEFUNDING 0 53278 16795 36483 ROBERT SWANEY CONSULTING 580 N PETERMAN ROAD GREENWOOD IN 46142 CONSULTING 0 0 67284 -67284 53278 84079 -30801 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) ROBERT SWANEY- WE HAVE A CONTRACT AND MONTHLY FEE FOR DEVELOPMENT CONSULTING WHICH CONSTITUTES THE FUNDRAISING SERVICES. IN APRIL, THERE WAS A CHANGE IN BUSINESS NAME TO RSC FUNDRAISING (SAME ORGANIZATION, DIFFERENT NAME). FOR SITE VISIT EXPENSES, THE VENDOR PROVIDES RECEIPTS AND THESE ARE ACCOUNTED FOR SEPARATELY FROM THE MONTHLY CONSULTING FEE. BENNETT DIRECT INC.- EXPENSES FOR FULFILLMENT PACKETS ARE BILLED AND ACCOUNTED FOR SEPERATELY FROM THE PER HOUR TELEFUNDING CONTRACT. THE BREAKDOWN FOR PAYMENT OF FUNDRAISING EXPENSES ARE AS FOLLOW: SITE VISITS $0 FULFILLMENT PACKETS $299 --------------------------- TOTAL $299 X 2 12701 FMV X DONATED TICKETS 73 23255 FMV X SUPPLIES 1 5000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE CORPORATION, ALONG WITH THE CHAIRS OF THE BOARD'S DEVELOPMENT, STRATEGIC PLANNING AND GOVERNANCE COMMITTEES AND NON-GOVERNING MEMBERS INCLUDING THE EXECUTIVE DIRECTOR. SCOPE INCLUDES TAKING ACTION WHEN NECESSARY BETWEEN MEETINGS TO THE EXTENT AUTHORIZED BY THE BYLAWS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 2 RENT-FREE USE OF OFFICE SPACES AT 1110 2ND STREET, SACRAMENTO CA, OWNED BY BOARD DIRECTOR, LAURIE NELSON'S HUSBAND, JAMES RANDLETT VALUED AT $84,000. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO POLICIES IN PLACE OR PAST PRACTICES FOR DOCUMENTING MEETINGS AND WRITTEN ACTIONS OF BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, AN "INTERESTED PERSON" IS DEFINED AS ANY PERSON WHO AT ANY TIME DURING THE FIVE YEAR PERIOD IMMEDIATELY PRECEDING THE TRANSACTION IN QUESTION WAS A VOTING DIRECTOR, AN OFFICER, OR OTHER PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION. OTHER PERSONS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION INCLUDE, BUT ARE NOT LIMITED TO, THOSE PERSONS WHO HAVE THE ULTIMATE RESPONSIBILITY FOR IMPLEMENTING THE DECISIONS OF THE BOARD OF DIRECTORS ("BOARD"), OR SUPERVISING THE MANAGEMENT, ADMINISTRATION, OR OPERATION OF THE ASSOCIATION. EACH INTERESTED PERSON IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT FORM ANNUALLY. IN ADDITION, AN INTERESTED PERSON WHO BECOMES AWARE OF AN ACTUAL OR PROPOSED TRANSACTION OR ARRANGEMENT IN WHICH HE OR SHE HAS A FINANCIAL INTEREST MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTERESTS AND ALL RELATED MATERIAL FACTS TO THE BOARD. IF AN INTERESTED PERSON DISCOVERS A FINANCIAL INTEREST IN A TRANSACTION OR ARRANGEMENT THAT THE ASSOCIATION HAS ALREADY ENTERED INTO, THE INTERESTED PERSON MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS TO THE BOARD. AFTER THE FINANCIAL INTEREST HAS BEEN DISCLOSED TO THE BOARD AND DISCUSSED AS NECESSARY WITH THE INTERESTED PERSON, THE BOARD SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS OR MAY EXIST. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS INCLUDES REVIEW AND APPROVAL BY THE GOVERNING BODY DURING APPROVAL OF THE FISCAL YEAR BUDGET, COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. BUDGET APPROVAL DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND APPROVAL BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD PRESIDENT. FORM 990, PART IX, LINE 11G GUEST ARTISTS: PROGRAM SERVICE EXPENSES 170,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,155. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 329,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,401. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 126,337. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 36. TOTAL EXPENSES 126,373. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SACRAMENTO PHILHARMONIC & OPERA FOUNDATION 1110 2ND STREET SACRAMENTO CA 95814 946140932 SUPPORT THE ACTIVITIES OF THE SACRAMENTO PHILHARMONIC & OPERA FOUNDATION CA 501(C)(3) PF SACRAMENTO REGION PERFORMING ARTS ALLIANCE 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0