2024-08-13T17:48:20-05:00 2023-09-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-10-01 946064356 Stern Grove Festival Association STER 4152526252 832 Folsom Street 1000 San Francisco CA 94107 Robert A Fiedler Executive Director 4152526252 2024-08-13 1 1 Carlos A Davis P02037008 6264036801 2022 2024-08-08 14:25:15Z Robert A Fiedler 832 Folsom Street 1000 San Francisco CA 94107 4295828 0 X www.sterngrove.org X 1938 CA Stern Grove Festival Association (SGFA) is an independent nonprofit organization providing free musical concerts and education programs to the public. 25 25 175 100 0 0 3388597 2802165 0 0 1073651 587658 45830 87228 4508078 3477051 0 0 0 0 1030181 1183041 0 0 562251 2618518 2841669 3648699 4024710 859379 -547659 14800950 16207019 156648 759373 14644302 15447646 X The mission of SGFA is to make live musical experiences accessible to all. The organization does this by providing ten admission free performances in Sigmund Stern Grove - a facility and park that was donated to the City of San Francisco by SGFA. Approximately 95,000 attend performances at Stern Grove Festival each year. Additionally, SGFA provides music and dance education programs - also free of charge - to thousands of children each year. These programs take place at Sigmund Stern Grove, public schools, and community centers around the City of San Francisco. 0 0 3015517 87228 Concert Programs: Stern Grove Festival was founded in 1938 by Mrs. Rosalie Meyer Stern, a civic activist and arts patron who envisioned a series of free performances open to the public in Sigmund Stern Grove, a stunning natural amphitheater and park in San Francisco. Generations of music and nature lovers gather at Stern Grove Festival to enjoy world-class artists, picnicking, and relaxation in serene meadow surrounded by giant eucalyptus and redwood trees. Stern Grove was redesigned by renowned landscape architect, Lawrence Halprin, and is a world-class performance art facility and a natural jewel in the heart of the city. Since 1938, Stern Grove Festival has presented admission-free, outdoor concerts for Bay Area residents and visitors. 3015517 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 175 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Robert A Fiedler 4152526252 832 Folsom Street 1000 San Francisco CA 94107 Matthew W Goldman Chairman 4.00 X X 0 0 0 Jason E Goldman Vice Chairman 2.00 X X 0 0 0 David Sikes Secretary 2.00 X X 0 0 0 Aaron P Waxman CPA Treasurer 2.00 X X 0 0 0 Elizabeth Allin Board Member (Start 09/23) 1.00 X 0 0 0 Joe Amadea Board Member (Start 09/23) 1.00 X 0 0 0 Ian Del Balso Board Member 1.00 X 0 0 0 Josh Constine Board Member (Start 09/23) 1.00 X 0 0 0 Leif Dautch Board Member 1.00 X 0 0 0 Charlton Gholson Board Member 1.00 X 0 0 0 Douglas E Goldman Board Member 1.00 X 0 0 0 Jennifer R Goldman Board Member 1.00 X 0 0 0 Erin Hastings Board Member 1.00 X 0 0 0 David Katznelson Board Member 1.00 X 0 0 0 Jordan Kurland Board Member 1.00 X 0 0 0 Eve Meyers Loecher Board Member 1.00 X 0 0 0 Fiona Ma Board Member 1.00 X 0 0 0 Robin W Michel Board Member 1.00 X 0 0 0 Morton A Pactor Board Member 1.00 X 0 0 0 Maxine Raphael Board Member 1.00 X 0 0 0 Marc Ruxin Board Member (Start 02/23) 1.00 X 0 0 0 Annelise Schuebach Board Member (Start 09/23) 1.00 X 0 0 0 Mark C Schulze Board Member 1.00 X 0 0 0 Phil Tomey Board Member (Start 02/23) 1.00 X 0 0 0 Chris Young Board Member (Start 02/23) 1.00 X 0 0 0 Bob Fiedler Executive Director 40.00 X 234000 0 13524 Ilana G Vasconcelos Director of Development 40.00 X 150000 0 5823 Molly Fremgen Director of Marketing 40.00 X 105000 0 6782 Joseph Lafond Director of Operations 40.00 X 110000 0 6467 599000 0 32596 4 0 1 0 Sound On Stage 3182 Diablo Ave Hayward CA 94545 Audio Equipment Rental 192002 United Talent Agency LLC 9336 Civic Center Drive Beverly Hills CA 90210 Artist Management 128500 Events Management Inc 1798 Bryant St San Francisco CA 94110 Event Management 102537 3 211443 541529 2049193 2802165 432372 432372 714414 559128 155286 155286 155286 175057 211443 175057 0 171820 84592 87228 87228 3477051 87228 0 587658 247524 82508 82508 82508 757527 385749 117191 254587 28315 15115 4054 9146 53142 26452 9427 17263 96533 46818 16131 33584 978 978 73294 73294 41925 15780 22904 3241 169020 66383 36334 66303 22942 8438 5304 9200 48389 27651 6913 13825 185711 126907 29840 28964 4477 1790 895 1792 17823 713 7308 9802 11973 11973 56696 45357 11339 Performance & concert 2187209 2155547 2129 29533 Dues & subscriptions 9881 1881 8000 Miscellaneous 8463 6419 2044 Repairs & maintenance 2888 2009 420 459 4024710 3015517 446942 562251 566989 314972 250886 184977 75054 64704 12777 11166 0 2888 229195 198851 42317 30344 13846927 15322060 6000 275908 14800950 16207019 151483 486144 5165 273229 156648 759373 X 4231829 4548943 10412473 10898703 14644302 15447646 14800950 16207019 -547659 1351003 0 X 0 1 X 1 0 X 1806093 1540842 1444386 3388597 2802165 10982083 1806093 1540842 1444386 3388597 2802165 10982083 2484751 8497332 875771 215351 319978 415157 432372 2258629 13240712 345850 0.64180 0.63210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6100000 780000 780000 6100000 6100000 735000 735000 6100000 6100000 1021773 1021773 6100000 6100000 549359 549359 6100000 6100000 741763 741763 6100000 1.00000 0 0 18502 18502 0 210693 180349 30344 30344 Lease liabilities - operating leases 273229 273229 X 4920146 1351003 7500 84592 1443095 3477051 0 3477051 4116802 7500 84592 92092 4024710 0 4024710 Part V, Line 4: Endowment funds, classified as permanently restricted net assets, represent cash contributions that are subject to restrictions of gift intstruments requiring that the principal be invested in perpetuity. Part X, Line 2: Stern Grove Festival Association is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by SGFA in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. SGFA's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Cost of goods sold 84,592. Part XII, Line 2d - Other Adjustments: Cost of goods sold 84,592. Gala 386500 211443 175057 105954 69103 386500 211443 175057 105954 69103 175057 0 X X X X 0 0 0 0 0 0 0 0 0 Bob Fiedler Executive Director 234000 0 0 0 0 0 9090 0 4434 0 247524 0 0 0 Ilana G Vasconcelos Director of Development 150000 0 0 0 0 0 5823 0 0 0 155823 0 0 0 Form 990, Part VI, Section A, line 2 Matthew Goldman is Chairman. Three other family members sit on the Board: Jason Goldman - Brother, Vice Chair, Douglas Goldman - Father, Board Member and Jennifer Goldman - Sister, Board Member. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an outside tax professional. The Form 990 is then reviewed by the organization's management, a member of the Board of Directors, and the Executive Director. This group of individuals then discussed the content of the return with the outside tax professional. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final Form 990, which is then electronically filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Members of the Board of Directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency and all relationships, any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures. Form 990, Part VI, Section B, line 15 Members of the Board of Directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures. Form 990, Part VI, Section C, line 19 All organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection for tax authorities and the general public. Tax returns are posted annually to www.guidestar.org, where they are available for viewing electronically, and are also available for physical inspection at the organization's office in San Francisco, California.