SAN FRANCISCO OPERA ASSOCIATION Charity Report

Public IRS 990 nonprofit record

SAN FRANCISCO OPERA ASSOCIATION

EIN 94-0836240 · Arts, Culture & Humanities (A6A0)

What they do

THE WORLD-RENOWNED SAN FRANCISCO OPERA is CONSIDERED ONE of THE MOST IMPORTANT OPERATIC ORGANIZATIONS IN THE UNITED STATES. GREAT SINGING, OUTSTANDING CONDUCTING and PRODUCTIONS SENSITIVE to THE MUSIC ARE CORE VALUES of THE OPERA. THE OPERA PERPETUATES ITS LEGACY THROUGH THE TRAINING of YOUNG ARTISTS, ARTS EDUCATION, and AUDIENCE DEVELOPMENT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders84 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.42%of revenue went to mission work74.8% of expenses · Program services

6.52%of revenue went to fundraising6.1% of expenses

$107.58spent for every $100 of revenueSpending was higher than revenue this year.

20.63%of revenue went to management and office costs19.2% of expenses

$4.11in assets for every $1 spent this yearSome assets cannot be spent right away.

59.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $6,272,594 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $774,969 for MATTHEW SHILVOCK (CEO/GENERAL DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$82,803,363

Mission workProgram services$66,593,63680.42% of revenue74.8% of expenses

ManagementOffice and general costs$17,086,11120.63% of revenue19.2% of expenses

FundraisingAsking for donations$5,396,2106.52% of revenue6.1% of expenses

Total expenses$89,075,957107.58% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.8% mission · 19.2% management · 6.1% fundraisingTotal expenses: 107.58% of revenue

2023Expense mix: 76.7% mission · 17.8% management · 5.6% fundraisingTotal expenses: 89.86% of revenue

2022Expense mix: 76.4% mission · 17.7% management · 6.0% fundraisingTotal expenses: 115.31% of revenue

2021Expense mix: 73.1% mission · 21.1% management · 5.9% fundraisingTotal expenses: 77.66% of revenue

2020Expense mix: 72.5% mission · 21.3% management · 6.2% fundraisingTotal expenses: 65.91% of revenue

2019Expense mix: 75.0% mission · 19.6% management · 5.3% fundraisingTotal expenses: 79.81% of revenue

2018Expense mix: 75.0% mission · 18.6% management · 6.4% fundraisingTotal expenses: 90.57% of revenue

2017Expense mix: 74.6% mission · 18.8% management · 6.6% fundraisingTotal expenses: 91.42% of revenue

Money in and money out

Revenue$82,803,363

Expenses$89,075,957

Annual shortfall $6,272,594 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$66,593,636 · 74.8% of expenses

Management and office costs$17,086,111 · 19.2% of expenses

Fundraising$5,396,210 · 6.1% of expenses

See all reported dollar amounts

Revenue$82,803,363

Expenses$89,075,957

Assets$365,835,575

Income$183,097,974

Contributions$48,977,065

Mission work (program services)$66,593,636

Fundraising$5,396,210

Management and general$17,086,111

Stocks and bonds$243,881,931

Accounting fees$280,000

Investing fees$970,394

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MATTHEW SHILVOCKCEO/GENERAL DIRECTOR · 60 hrs/week $774,969Base $729,130 · Other $45,839

EUN SUN KIMCAROLINE H. HUME MUSIC DIRECTOR · 60 hrs/week $590,337Base $561,728 · Other $28,609

MICHAEL SIMPSONMANAGING DIRECTOR: ADMIN/CFO · 60 hrs/week $433,932Base $391,002 · Other $42,930

DOUGLAS MITCHELLHEAD OF AUDIO/VIDEO · 60 hrs/week $363,232Base $287,994 · Other $75,238

GEORGI KELLYCHIEF PHILANTHROPY OFFICER · 60 hrs/week $357,559Base $350,351 · Other $7,208

JENNIFER GOODMANAGING DIRECTOR: PRODUCTION · 60 hrs/week $340,818Base $303,260 · Other $37,558

DAVID HATCHHEAD OF CARPENTRY · 60 hrs/week $333,071Base $264,132 · Other $68,939

LORI HARRISONHEAD OF PROPERTIES · 60 hrs/week $330,793Base $262,330 · Other $68,463

GREGORY HENKELMANAGING DIRECTOR: ARTISTIC · 60 hrs/week $330,561Base $302,604 · Other $27,957

DAWN DUNLOPCHIEF PEOPLE OFFICER · 60 hrs/week $292,783Base $284,088 · Other $8,695

TROY SMITHCHIEF MARKETING OFFICER · 60 hrs/week $286,384Base $214,160 · Other $72,224

TABITHA ROWELLDIRECTOR OF DEVELOPMENT · 60 hrs/week $276,863Base $258,852 · Other $18,011

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (84)

MATTHEW SHILVOCKCEO/GENERAL DIRECTOR

EUN SUN KIMCAROLINE H. HUME MUSIC DIRECTOR

MICHAEL SIMPSONMANAGING DIRECTOR: ADMIN/CFO

DOUGLAS MITCHELLHEAD OF AUDIO/VIDEO

GEORGI KELLYCHIEF PHILANTHROPY OFFICER

JENNIFER GOODMANAGING DIRECTOR: PRODUCTION

DAVID HATCHHEAD OF CARPENTRY

LORI HARRISONHEAD OF PROPERTIES

GREGORY HENKELMANAGING DIRECTOR: ARTISTIC

DAWN DUNLOPCHIEF PEOPLE OFFICER

TROY SMITHCHIEF MARKETING OFFICER

TABITHA ROWELLDIRECTOR OF DEVELOPMENT

THERESA VON KLUGCHIEF OPERATING OFFICER

LEE HELMSFORMER DIR. OF INNOVATION PROGRAMS

MRS DIANNE MARIE TAUBEDIRECTOR

NANCY MUELLERDIRECTOR

MRS DIANE B WILSEYDIRECTOR

MRS CYNTHIA SNORF LIVERMOREDIRECTOR

MS BARBARA MOLLER WARDDIRECTOR

KEITH B GEESLINOFFICER OF THE BOARD-VICE CHAIR

MELINDA YEE FRANKLINDIRECTOR

MARYAM MUDUROGLUDIRECTOR

MARK R KROLLDIRECTOR

MARGARITA GANDIADIRECTOR

LOUISE GUNDDIRECTOR

LISA ERDBERGDIRECTOR

LAWRENCE A KERNDIRECTOR

JOHN A GUNNOFFICER OF THE BOARD-CHAIR EMERITUS

SARAH FENTONDIRECTOR

VALERIE CRANE DORFMANDIRECTOR

TIMOTHY F KAHNDIRECTOR

SYLVIA R LINDSEYDIRECTOR

SYLVIA HUGHESDIRECTOR

SUSAN GRAHAM JOHNSTONDIRECTOR

SUSAN MARINEAUDIRECTOR

SUSAN ANDERSON-NORBYDIRECTOR

SOO VENKATESANDIRECTOR

NANIETTE COLEMANDIRECTOR

S SHARIQ YOSUFZAIDIRECTOR

RUTH A SHORTDIRECTOR

ROMANA BRACCODIRECTOR

ROBERT A ELLISDIRECTOR

RICHARD J RIGG PHDDIRECTOR

PETER FENTONDIRECTOR

PATRICK MCCABEDIRECTOR

OMAR GUODIRECTOR/BRAVO! PRESIDENT

CHARLES EDWARD HUDSON IIIDIRECTOR

GEORGE H HUMEOFFICER OF THE ASSN-TREASURER

FRANKLIN PITCH JOHNSON JROFFICER OF THE BOARD-CHAIR EMERITUS

DR WILLIAM M COUGHRAN JRDIRECTOR

DOREEN WOO HODIRECTOR

DIXON DOLLDIRECTOR

CP RUSSELLDIRECTOR

COURTNEY LABEDIRECTOR/GUILD BOARD PRESIDENT

CLAIRE WRENN BOBROWDIRECTOR

CHOONGJA MARIA KAHNGDIRECTOR

GRETCHEN WOLFE HANSENDIRECTOR

CAROL PUCCI DOLLDIRECTOR

BILL RUSSELL-SHAPIRODIRECTOR

BERNARD OSHERDIRECTOR

BEN NELSONDIRECTOR

BARBARA A WOLFEOFFICER OF THE BOARD-CHAIR

ARIF DAMJIDIRECTOR

ANNE BRANDEIS POPKINDIRECTOR

ANNE CASSCELLSDIRECTOR

JANE M HARTLEYDIRECTOR

KAREN J KUBINOFFICER OF THE ASSN-SECRETARY

JUSTIN MOOREDIRECTOR

ANNA FIELERDIRECTOR

JOHN HENDRICKSONDIRECTOR

JEROME DODSONDIRECTOR

JENNIFER BRAHMDIRECTOR

JAYNE C DAVISDIRECTOR

JASON PHILLIPSDIRECTOR

JANET NAPOLITANODIRECTOR

KARL O MILLSDIRECTOR

JAMES CROSSDIRECTOR/MEROLA OPERA PROG PRESIDENT

JACK SCHAFERDIRECTOR

JACK CALHOUNOFFICER OF THE ASSN-PRESIDENT

J PATTERSON MCBAINEDIRECTOR

J BOYCE NUTEDIRECTOR

ISABEL RHEEDIRECTOR

HON RICHARD C LIVERMOREDIRECTOR

HELEN MEYERDIRECTOR

About this charity

Recognized since: January 1924
Location: 301 VAN NESS AVENUE, SAN FRANCISCO, CA 94102
County: City and County of San Francisco
In care of: MATTHEW SHILVOCK
Primary officer: MATTHEW SHILVOCK, CEO

How to reach them

WebsiteVisit the charity’s website Emailpatronservices@sfopera.com Phone(415) 565-3295

Filing and classification

Latest tax year: 2024
Tax period began: August 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Arts, Culture & Humanities (A6A0)