San Francisco Opera Association

“Thomas a. Larsen, officer and secretary, has a business relationship with george h. Hume, officer and vice-chair. Carol pucci doll, director, has a family relationship with dixon r. Doll, director. Thomas a. Larsen, officer and secretary, has a business relationship with john a. Gunn, director and chairman. Bill russell-shapiro, director, has a family relationship with c.p. Russell, director. Bill russell-shapiro, director, has a business relationship with franklin p. Johnson, jr., officer and chairman emeritus. Karl o. Mills, officer and vice-chair, has a business relationship with various directors, via an investment advisory firm and one director is a shareholder. William m. Coughran, jr., officer and treasurer, has a business relationship with keith b. Geeslin, officer and president. Sarah fenton, director, has a family relationship with peter fenton, director.”

“The by-laws of the san francisco opera association were amended on april 10, 2020, to include the following changes: section 4.01 - gives any officer authority to sign any duly adopted resolution in the event the secretary is unavailable.”

“As part of the opera's internal review process, the filing version of the form 990 is presented to the opera's audit committee for discussion and comment. Prior to filing, the public disclosure version of form 990 is sent to all board of directors for their review. Any comments are reviewed by management. But for the redacted contributor names and addresses, the answer to question 11a would be, "yes."”

“The opera has a written conflict of interest policy. All officers, directors and key employees must comply with the policy and are sent the conflict of interest policy annually. Any reported conflicts are reviewed and resolved promptly.”

“The opera has a written compensation policy. There is an annual review of compensation for officers and key employees by the compensation committee. The committee is composed entirely of independent individuals and comparable data is used to evaluate the appropriateness of the compensation.”

“The conflict of interest policy, code of conduct, and three years of audited financial statements are available on the san francisco opera website (www.sfopera.com). A copy of the 990 is available by request or on the guidestar website (www.guidestar.org).”

“Volunteers: volunteers include 307 ushers, 247 guild volunteers, 13 archive volunteers, 11 artistic department volunteers, and 44 lightwalkers.”

“Donated property -expensed over useful life -115,736.”

“Audit committee role - the audit committee is responsible for the oversight of the financial statement audit and selection and recommendation to the board to the independent accounting firm. The committee held three meetings with board members, officers of the opera, and independent auditors.”