Civic Intelligence

Opera Theater of Oregon

990EZ • Fiscal year 2021 • EIN 20-2564636

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

8220 SE 6th Ave Apt 326Portland, OR 97202-6692

(503) 779-8746

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$4,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

115%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

49%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$24,624

Up $13,153 (+115%) from 2020

Net Assets

Up

$24,624

Up $13,153 (+115%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,480

Up $9,405 (+49%) from 2020

Expenses

Up

$15,327

Up $1,459 (+11%) from 2020

Net Income

Up

$13,153

Up $7,946 (+153%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2011: $3,000Liabilities 2011: $1,240Net Assets 2011: $1,7602011Assets 2012: $2,052Liabilities 2012: $840Net Assets 2012: $1,2122012Assets 2013: $2,418Liabilities 2013: $690Net Assets 2013: $1,7282013Assets 2014: $207Liabilities 2014: $690Net Assets 2014: -$4832014Assets 2016: $8,305Liabilities 2016: $0Net Assets 2016: $8,3052016Assets 2017: $4,365Liabilities 2017: $02017Assets 2018: $8,513Liabilities 2018: $02018Assets 2019: $6,290Net Assets 2019: $6,2902019Assets 2020: $11,471Net Assets 2020: $11,4712020Assets 2021: $24,624Net Assets 2021: $24,6242021Assets 2022: $158,942Liabilities 2022: $02022Assets 2023: $28,012Liabilities 2023: $02023Assets 2024: $19,388Net Assets 2024: $19,3882024

Highlighted filing

2021

Assets$24,624
Liabilities-
Net Assets$24,624

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $27,208Expenses 2011: $25,314Net Income 2011: $1,8942011Revenue 2012: $31,213Expenses 2012: $31,761Net Income 2012: -$5482012Revenue 2013: $23,598Expenses 2013: $23,082Net Income 2013: $5162013Revenue 2014: $20,509Expenses 2014: $22,768Net Income 2014: -$2,2592014Revenue 2016: $8,375Expenses 2016: $528Net Income 2016: $7,8472016Revenue 2017: $20,403Expenses 2017: $24,343Net Income 2017: -$3,9402017Revenue 2018: $56,450Expenses 2018: $52,302Net Income 2018: $4,1482018Revenue 2019: $36,622Expenses 2019: $35,178Net Income 2019: $1,4442019Revenue 2020: $19,075Expenses 2020: $13,868Net Income 2020: $5,2072020Revenue 2021: $28,480Expenses 2021: $15,327Net Income 2021: $13,1532021Revenue 2022: $154,038Expenses 2022: $19,721Net Income 2022: $134,3172022Revenue 2023: $28,090Expenses 2023: $158,721Net Income 2023: -$130,6312023Revenue 2024: $20,924Expenses 2024: $29,466Net Income 2024: -$8,5422024

Highlighted filing

2021

Revenue$28,480
Expenses$15,327
Net Income$13,153
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$28,480
Mission and Program Overview

Mission

The mission of opera theater oregon is to create, develop, and produce new operatic work, with an emphasis on projects that engage the community on issues of environment and social justice. With an emphasis on contemporary music and english language opera, we inspire new and younger audiences to experience opera in diverse ways, respecting tradition and innovation, and creating enjoyable performances of high artistic integrity.

Program Services

DescriptionGrantsExpenses
PERFORMED WW1: A SONG-OPERA OF REMEMBRANCE-$13,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN RALLSBoard MemberPT$4,500-$4,500
LISA LIPTONExecutive DiPT$2,000-$2,000
CHRISTINE RICHARDSONBoard Member-$0--
ANNE POLYAKOVBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Opera Theater Oregon
EIN
20-2564636
Phone
5037798746
Address
8220 SE 6TH AVE APT 326, PORTLAND, OR 97202-6692

Signing Officer

Name
Lisa Lipton
Title
Executive Director
Phone
5037798746
Signed
2022-11-14

Preparer

Firm
Bruce P Frederick CPA Pc
Address
1 CENTERPOINTE DRIVE STE 170, LAKE OSWEGO, OR 97035
Preparer
Bruce P Frederick
Phone
5032271044
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses travel 38 insurance 1,001 operational 570 business registration 100 supplies 1,339 total 3,048

Form 990-ez, Part I, Line 20

ROUNDING 0 50% MEALS 0

Form 990-ez, Part III

The mission of opera theater oregon is to create, develop, and produce new operatic work, with an emphasis on projects that engage the community on issues of environment and social justice. With an emphasis on contemporary music and english language opera, we inspire new and younger audiences to experience opera in diverse ways, respecting tradition and innovation, and creating enjoyable performances of high artistic integrity.

Form 990-ez, Part IV

The persons listed were not paid for services as directors or officers of the organization, but rather as co-producers, arranger/composer, conductor, and orchestra member.

Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA LIPTON
IRS990EZ/BooksInCareOfDetail/PhoneNum05037798746
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08220 SE 6TH AVE APT 326
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024624
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028480
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013153
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011471
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024624
IRS990EZ/GrossReceiptsAmt028480
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024624
IRS990EZ/OccupancyRentUtltsAndMaintAmt02179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUSTIN RALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LIPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE POLYAKOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03048
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF OPERA THEATER OREGON IS TO CREATE, DEVELOP, AND PRODUCE NEW OPERATIC WORK, WITH AN EMPHASIS ON PROJECTS THAT ENGAGE THE COMMUNITY ON ISSUES OF ENVIRONMENT AND SOCIAL JUSTICE. WITH AN EMPHASIS ON CONTEMPORARY MUSIC AND ENGLISH LANGUAGE OPERA, WE INSPIRE NEW AND YOUNGER AUDIENCES TO EXPERIENCE OPERA IN DIVERSE WAYS, RESPECTING TRADITION AND INNOVATION, AND CREATING ENJOYABLE PERFORMANCES OF HIGH ARTISTIC INTEGRITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERFORMED WW1: A SONG-OPERA OF REMEMBRANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013988
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015327
IRS990EZ/TotalProgramServiceExpensesAmt013988
IRS990EZ/TotalRevenueAmt028480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OPERATHEATEROREGON.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041896
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0149127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020403
IRS990ScheduleA/Total509Grp/TotalAmt0149127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020403
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149127
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 38 INSURANCE 1,001 OPERATIONAL 570 BUSINESS REGISTRATION 100 SUPPLIES 1,339 TOTAL 3,048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROUNDING 0 50% MEALS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF OPERA THEATER OREGON IS TO CREATE, DEVELOP, AND PRODUCE NEW OPERATIC WORK, WITH AN EMPHASIS ON PROJECTS THAT ENGAGE THE COMMUNITY ON ISSUES OF ENVIRONMENT AND SOCIAL JUSTICE. WITH AN EMPHASIS ON CONTEMPORARY MUSIC AND ENGLISH LANGUAGE OPERA, WE INSPIRE NEW AND YOUNGER AUDIENCES TO EXPERIENCE OPERA IN DIVERSE WAYS, RESPECTING TRADITION AND INNOVATION, AND CREATING ENJOYABLE PERFORMANCES OF HIGH ARTISTIC INTEGRITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PERSONS LISTED WERE NOT PAID FOR SERVICES AS DIRECTORS OR OFFICERS OF THE ORGANIZATION, BUT RATHER AS CO-PRODUCERS, ARRANGER/COMPOSER, CONDUCTOR, AND ORCHESTRA MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART IV
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LIPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05037798746
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERA THEATER OREGON
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0202564636
ReturnHeader/Filer/PhoneNum05037798746
ReturnHeader/Filer/USAddress/AddressLine1Txt08220 SE 6TH AVE APT 326
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972026692
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931101239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUCE P FREDERICK CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CENTERPOINTE DRIVE STE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05032271044
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE P FREDERICK
ReturnHeader/ReturnTs02022-11-14T18:44:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIPTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.21$0.29$0.09
2023Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$1.59$1.31
2022Summary only. Only limited summary data is available for this year.$1.59$0.00$1.54$0.20$1.34
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.28$0.15$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.11$0.19$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.37$0.35$0.01
2018Summary only. Only limited summary data is available for this year.$0.09$0.00$0.56$0.52$0.04
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.20$0.24$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.08$0.01$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.01$0.00$0.21$0.23$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.02$0.24$0.23$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.01$0.01$0.31$0.32$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.01$0.02$0.27$0.25$0.02