Civic Intelligence

Opera Santa Barbara

EIN 77-0347413 • 501(c)3 • Santa Barbara, CA

Profile

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. We aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit and values through vibrant music theatre. Our company annually offers a dynamic repertoire of opera favorites, lesser-known classics, and contemporary american works in productions highlighting the artists and craftspeople of our region. We introduce students to the art and meaning of opera; develop operatic musicianship in promising emerging singers; and provide free operatic programs, both educational and musical, to the tri-county area.

1330 State Street 209Santa Barbara, CA 93101

operasb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.20x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.12x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-33%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$188,613

Down $92,821 (-33%) from 2023

Liabilities

Up

$225,714

Up $107,704 (+91%) from 2023

Net Assets

Down

-$37,101

Down $200,525 (-123%) from 2023

Revenue

Up

$1,935,163

Up $71,731 (+3.8%) from 2023

Expenses

Up

$2,112,501

Up $199,909 (+10%) from 2023

Net Income

Down

-$177,338

Down $128,178 (-261%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.0M$0-$1.0MAssets 2010: $317,110Liabilities 2010: $35,347Net Assets 2010: $281,7632010Assets 2011: $721,889Liabilities 2011: $0Net Assets 2011: $721,8892011Assets 2012: $1,995,494Liabilities 2012: $108Net Assets 2012: $1,995,3862012Assets 2013: $1,921,733Liabilities 2013: $119,086Net Assets 2013: $1,802,6472013Assets 2014: $1,716,171Liabilities 2014: $83,902Net Assets 2014: $1,632,2692014Assets 2015: $1,696,772Liabilities 2015: $106,124Net Assets 2015: $1,590,6482015Assets 2016: $1,602,273Liabilities 2016: $171,745Net Assets 2016: $1,430,5282016Assets 2017: $1,474,654Liabilities 2017: $155,587Net Assets 2017: $1,319,0672017Assets 2018: $1,823,897Liabilities 2018: $177,467Net Assets 2018: $1,646,4302018Assets 2019: $290,496Liabilities 2019: $162,723Net Assets 2019: $127,7732019Assets 2020: $301,089Liabilities 2020: $195,566Net Assets 2020: $105,5232020Assets 2021: $551,292Liabilities 2021: $220,575Net Assets 2021: $330,7172021Assets 2022: $358,535Liabilities 2022: $158,443Net Assets 2022: $200,0922022Assets 2023: $281,434Liabilities 2023: $118,010Net Assets 2023: $163,4242023Assets 2024: $188,613Liabilities 2024: $225,714Net Assets 2024: -$37,1012024

Highlighted filing

2024

Assets$188,613
Liabilities$225,714
Net Assets-$37,101

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,392,7152010Expenses 2011: $1,184,8442011Expenses 2012: $1,469,9662012Expenses 2013: $1,662,8642013Revenue 2014: $1,464,800Expenses 2014: $1,606,148Net Income 2014: -$141,3482014Revenue 2015: $1,491,295Expenses 2015: $1,457,066Net Income 2015: $34,2292015Revenue 2016: $1,359,946Expenses 2016: $1,520,066Net Income 2016: -$160,1202016Revenue 2017: $1,483,068Expenses 2017: $1,636,380Net Income 2017: -$153,3122017Revenue 2018: $1,670,275Expenses 2018: $1,350,437Net Income 2018: $319,8382018Revenue 2019: $1,502,899Expenses 2019: $1,612,544Net Income 2019: -$109,6452019Revenue 2020: $1,373,926Expenses 2020: $1,397,365Net Income 2020: -$23,4392020Revenue 2021: $1,403,340Expenses 2021: $1,198,429Net Income 2021: $204,9112021Revenue 2022: $1,811,888Expenses 2022: $1,929,465Net Income 2022: -$117,5772022Revenue 2023: $1,863,432Expenses 2023: $1,912,592Net Income 2023: -$49,1602023Revenue 2024: $1,935,163Expenses 2024: $2,112,501Net Income 2024: -$177,3382024

Highlighted filing

2024

Revenue$1,935,163
Expenses$2,112,501
Net Income-$177,338

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.23$0.04$1.94$2.11$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.12$0.16$1.86$1.91$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.16$0.20$1.81$1.93$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.22$0.33$1.40$1.20$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.20$0.11$1.37$1.40$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.16$0.13$1.50$1.61$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.18$1.65$1.67$1.35$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.16$1.32$1.48$1.64$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.17$1.43$1.36$1.52$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.11$1.59$1.49$1.46$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.08$1.63$1.46$1.61$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.12$1.80$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$1.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$1.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.04$0.28$1.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,047,661
Mission and Program Overview

Mission

Opera Santa Barbara contributes to the cultural enrichment of our audiences by presenting exciting, high-quality productions and community programs that celebrate the breadth and beauty of opera. Opera Santa Barbara aspires to be a destination opera company, producing a diverse repertoire of traditional and contemporary operas that engage and excite a broad audience.

As a destination opera company, opera santa barbara presents a diverse repertoire of traditional and contemporary opera productions that are exciting and high-quality as well as community programs that celebrate the breath and beauty of opera.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$91,002$113,959▲ $22,957
Cash and Non-Interest-Bearing Accounts$33,141$47,885▲ $14,744
Prepaid Expenses and Deferred Charges$11,594$23,248▲ $11,654
Land, Buildings, and Equipment, Net$1,972$1,577▼ $395
Investments in Publicly Traded Securities$141,912$234▼ $141,678
Total Assets$281,434$188,613▼ $92,821
Other Assets Total$1,813$1,710▼ $103
Liabilities
Deferred Revenue$85,935$113,959▲ $28,024
Other Liabilities$20,567$83,267▲ $62,700
Unsecured Notes Loans Payable-$22,399-
Accounts Payable and Accrued Expenses$11,508$6,089▼ $5,419
Total Liabilities$118,010$225,714▲ $107,704
Net Assets / Fund Balance
Net Assets With Donor Restrictions$71,000$0▼ $71,000
Net Assets Without Donor Restrictions$92,424$-37,101▼ $129,525
Total Net Assets Fund Balance$163,424$-37,101▼ $200,525
Total Liabilities and Net Assets / Fund Balance$281,434$188,613▼ $92,821

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$150,569$150,569
Equipment$1,577$61,306$62,883

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$141,912-▲ $10,180$151,859$233
2022$112,295$15,000▲ $14,617-$141,912
2021$124,203-▼ $11,908-$112,295
2020$83,919$15,000▲ $25,284-$124,203
2019$53,032$30,000▲ $887-$83,919
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kostis ProtopapasArtistic and General DirecFT$135,670$8,864$144,534

Board Members and Trustees

NameTitle
Nicholas BurlettChair
Torben Von Staden1st Vice Chair
Robert Weinman2nd Vice Chair
Arthur SwalleyDirector
Brian GaluraDirector
Christine HollandDirector
Dan HoneDirector
Gregory McmurrayDirector
Judith SmithDirector
Karen KnightDirector
Rodney BakerDirector
Sandra UrquhartDirector
Sarah ChrismanDirector
Simon WilliamsDirector
Takako WakitaDirector
Tanner CassidyDirector
Duncan MellichampHonorary Director
Dan ReickerMember at Large
Barbara BurgerSecretary
Monica WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,568,185
Program Service Revenue
$346,177
Investment Income
$40,827
Other Revenue
$-20,026
All Other Contributions
$1,471,285
Change in Net Assets
$-177,338

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$33,960Fair Market Value
Total Noncash Contributions3$33,960-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,290,386
Salaries, Compensation, and Employee Benefits$822,115
Total Fundraising Expense$109,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$709,222$341-$709,563
Other Salaries and Wages$422,070$105,310$31,154$558,534
Current Officers, Directors, Trustees, and Key Employees$62,830$71,670$14,334$148,834
Travel$97,630$1,655-$99,285
Advertising$78,372$960-$79,332
Occupancy$19,538$46,056-$65,594
Payroll Taxes$36,775$13,872$9,089$59,736
Other Expenses$177,135-$47,388$47,388
Office Expenses$1,452$37,388-$38,840
Fees for Services Accounting-$36,012-$36,012
Insurance$24,589$8,008-$32,597
Pension Plan Contributions$21,998$3,882$2,544$28,424
Other Employee Benefits$15,457$5,754$5,376$26,587
Interest-$3,294-$3,294
Conferences and Meetings-$951-$951
Depreciation Depletion$296$40$59$395
Total Functional Expenses$1,667,364$335,193$109,944$2,112,501
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,026
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FUNDER'S EVENT$86,900-$5,811-
Total Events$86,900-$20,026$-20,026
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mbt Line of Credit$48,915
Credit Cards$34,352
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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; the amount when determined upon hiring was approved by the board of directors.

Form 990, Part VI, Section C, Line 18

The forms 1023 and 990 are available upon request by calling the office during business hours.

Form 990, Part VI, Section C, Line 19

The governing documents are available to the public upon request by calling the office during business hours.

Filing and Contact Details

Filer

Filer Name
Opera Santa Barbara
EIN
77-0347413
Phone
8058983890
Address
1330 STATE STREET 209, SANTA BARBARA, CA 93101

Signing Officer

Name
Konstantinos Protopapas
Title
Artistic & General Director
Phone
8058983890
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas Burlett
Formed
1994
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
77
Volunteers
30

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
Vanessa M Garcia
Phone
8059664157
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Program contract labor: program service expenses 709,222. Management and general expenses 225. Fundraising expenses 0. Total expenses 709,447. Graphic design: program service expenses 0. Management and general expenses 116. Fundraising expenses 0. Total expenses 116.

Financial Statement Notes

PART V, LINE 4:

The endowment provides for general support of the opera santa barbara.

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IRS990/Form990PartVIISectionAGrp/TitleTxt14HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt161ST VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20ARTISTIC AND GENERAL DIREC
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IRS990/MissionDesc0SEE SCHEDULE 0FOUNDED IN 1994, OPERA SANTA BARBARA IS THE SIGNATURE PROVIDER OF PROFESSIONAL OPERA ON THE CALIFORNIA CENTRAL COAST. WE ASPIRE TO BE A CULTURAL LEADER IN THE SANTA BARBARA REGION, VOICING AND ADVANCING OUR COMMUNITY'S SPIRIT AND VALUES THROUGH VIBRANT MUSIC THEATRE. OUR COMPANY ANNUALLY OFFERS A DYNAMIC REPERTOIRE OF OPERA FAVORITES, LESSER-KNOWN CLASSICS, AND CONTEMPORARY AMERICAN WORKS IN PRODUCTIONS HIGHLIGHTING THE ARTISTS AND CRAFTSPEOPLE OF OUR REGION. WE INTRODUCE STUDENTS TO THE ART AND MEANING OF OPERA; DEVELOP OPERATIC MUSICIANSHIP IN PROMISING EMERGING SINGERS; AND PROVIDE FREE OPERATIC PROGRAMS, BOTH EDUCATIONAL AND MUSICAL, TO THE TRI-COUNTY AREA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE OEDUCATION & OUTREACH: THANKS TO A GENEROUS GRANT FROM THE ROBERT AND MERCEDES EICHHOLZ FOUNDATION, OPERA SANTA BARBARA WAS ABLE TO OFFER FREE STUDENT MATINEE PERFORMANCES FOR 'EL GATO CON BOTAS AND 'ZORRO'. EACH WAS FOLLOWED BY A Q&A SESSION WITH THE CAST AND CREATIVE TEAM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE OCHRISMAN STUDIO ARTISTS PROGRAM. OPERA SANTA BARBARA DEVELOPSTHE NEXT GENERATION OF OPERA SINGERS, EDUCATORS, AND ADMINISTRATORS BY PROVIDING MAINSTAGE PERFORMANCE OPPORTUNITIES, MASTER CLASSES AND ADMINISTRATIVE INTERNSHIPS TO EMERGING PROFESSIONALS. NOW IN ITS 16TH YEAR, THE PROGRAM FOCUSED ON PROVIDING MUCH-NEEDED NEXT-LEVEL OPPORTUNITIES TO PROGRAM ALUMNI, SUCH AS PRINCIPAL ROLES IN ALL THREE MAINSTAGE PRODUCTIONS, AND THE LEADING ROLES IN THE PRODUCTION OF EL GATO CON BOTAS.
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