Civic Intelligence

Opera Western Reserve Incoporated

990EZ • Fiscal year 2017 • EIN 20-3444934

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 11, 2018

1000 5th AvenueYoungstown, OH 44504-1673

(330) 480-0693

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

107%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.5%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$63,756

Up $33,009 (+107%) from 2016

Net Assets

$53,682

No earlier filing loaded for comparison.

Liabilities

Up

$10,074

Up $584 (+6.2%) from 2016

Revenue

Up

$177,017

Up $9,207 (+5.5%) from 2016

Expenses

Up

$167,918

Up $8,063 (+5.0%) from 2016

Net Income

Up

$9,099

Up $1,144 (+14%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $12,971Liabilities 2011: $02011Assets 2012: $12,924Liabilities 2012: $02012Assets 2013: $17,169Liabilities 2013: $9,000Net Assets 2013: $8,1692013Assets 2014: $18,155Liabilities 2014: $18,3252014Assets 2015: $58,246Liabilities 2015: $16,556Net Assets 2015: $41,6902015Assets 2016: $30,747Liabilities 2016: $9,4902016Assets 2017: $63,756Liabilities 2017: $10,074Net Assets 2017: $53,6822017Assets 2018: $31,834Liabilities 2018: $3,873Net Assets 2018: $27,9612018Assets 2019: $70,900Liabilities 2019: $279Net Assets 2019: $70,6212019Assets 2020: $59,427Liabilities 2020: $486Net Assets 2020: $58,9412020Assets 2021: $106,514Net Assets 2021: $106,5142021Assets 2022: $112,627Net Assets 2022: $112,6272022Assets 2023: $106,722Liabilities 2023: $1,416Net Assets 2023: $105,3062023Assets 2024: $83,000Net Assets 2024: $83,0002024Assets 2025: $85,806Liabilities 2025: $43Net Assets 2025: $85,8492025

Highlighted filing

2017

Assets$63,756
Liabilities$10,074
Net Assets$53,682

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $32,993Expenses 2011: $29,959Net Income 2011: $3,0342011Revenue 2012: $51,686Expenses 2012: $51,733Net Income 2012: -$472012Revenue 2013: $127,549Expenses 2013: $132,304Net Income 2013: -$4,7552013Revenue 2014: $157,576Expenses 2014: $165,915Net Income 2014: -$8,3392014Revenue 2015: $195,956Expenses 2015: $154,096Net Income 2015: $41,8602015Revenue 2016: $167,810Expenses 2016: $159,855Net Income 2016: $7,9552016Revenue 2017: $177,017Expenses 2017: $167,918Net Income 2017: $9,0992017Revenue 2018: $181,437Expenses 2018: $207,933Net Income 2018: -$26,4962018Revenue 2019: $194,102Expenses 2019: $157,277Net Income 2019: $36,8252019Revenue 2020: $151,980Expenses 2020: $163,660Net Income 2020: -$11,6802020Revenue 2021: $158,431Expenses 2021: $110,858Net Income 2021: $47,5732021Revenue 2022: $162,262Expenses 2022: $156,149Net Income 2022: $6,1132022Revenue 2023: $163,390Expenses 2023: $170,711Net Income 2023: -$7,3212023Revenue 2024: $100,014Expenses 2024: $122,320Net Income 2024: -$22,3062024Revenue 2025: $152,338Expenses 2025: $156,554Net Income 2025: -$4,2162025

Highlighted filing

2017

Revenue$177,017
Expenses$167,918
Net Income$9,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$177,017
Mission and Program Overview

Mission

Produce and present opera performances

Program Services

DescriptionGrantsExpenses
Produce present opera performances of highest quality to audiences in our region. Provide performance platform for local regional professional artists. Take leadership role in arts education audience development inc-$167,918
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY LAMBERSONVice President-$0--
ELLIOTT LEGOWPresident-$0--
CLYDE MORRISSecretary-$0--
SCOTT SHULICKTreasure-$0--
Filing and Contact Details

Filer

Filer Name
OPERA Western Reserve Inc
EIN
20-3444934
Phone
3304800693
Address
1000 5th Avenue, Youngstown, OH 44504-1673

Signing Officer

Name
Elliot P Legow
Title
Director
Signed
2018-01-11
Discuss with paid preparer
No

Preparer

Firm
James M Diffley CPA
Address
5106 MARKET STREET, YOUNGSTOWN, OH 44512
Preparer
James M Diffley
Phone
3307881700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 9,232

Form 990-EZ, Part I, Line 16, Other Expenses

Office 1,973

Form 990-EZ, Part I, Line 16, Other Expenses

Costumes props 4,253

Form 990-EZ, Part I, Line 16, Other Expenses

Program expense 11,269

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 637

Form 990-EZ, Part I, Line 20, Net Assets

Inkind expenses 23,326

Form 990-EZ, Part II, Line 26, Liabilities

Loans Payable Beginning of year 9,000, End of year 8,000

Form 990-EZ, Part II, Line 26, Liabilities

Accrued taxes Beginning of year 490, End of year 2,074

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Elliott Legow
IRS990EZ/BooksInCareOfDetail/PhoneNum03304800693
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 5th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Youngstown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0445041673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063756
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0116913
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09099
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt077516
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0177017
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053682
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021257
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053682
IRS990EZ/OccupancyRentUtltsAndMaintAmt050213
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODNEY LAMBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLIOTT LEGOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLYDE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT SHULICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasure
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt023326
IRS990EZ/OtherExpensesTotalAmt027364
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Produce and present opera performances
IRS990EZ/PrintingPublicationsPostageAmt03102
IRS990EZ/ProgramServiceRevenueAmt060104
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Produce present opera performances of highest quality to audiences in our region. Provide performance platform for local regional professional artists. Take leadership role in arts education audience development inc
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0167918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09723
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09490
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010074
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0167918
IRS990EZ/TotalProgramServiceExpensesAmt0167918
IRS990EZ/TotalRevenueAmt0177017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0116913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0111588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0153296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0552015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0273893
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0167810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0157576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127549
IRS990ScheduleA/Total509Grp/TotalAmt0825908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0195956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0157576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127549
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0825908
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/ExplanationTxt0Advertising 9,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office 1,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Costumes props 4,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expense 11,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Inkind expenses 23,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Loans Payable Beginning of year 9,000, End of year 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accrued taxes Beginning of year 490, End of year 2,074
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Elliot P Legow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERA Western Reserve Inc
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0203444934
ReturnHeader/Filer/PhoneNum03304800693
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 5th Avenue
ReturnHeader/Filer/USAddress/CityNm0Youngstown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0445041673
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:24:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M DIFFLEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05106 MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YOUNGSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044512
ReturnHeader/PreparerPersonGrp/PhoneNum03307881700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James M Diffley
ReturnHeader/ReturnTs02018-01-11T09:37:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.52$1.57$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$1.00$1.22$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.05$1.63$1.71$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.13$1.62$1.56$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.58$1.11$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.52$1.64$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$1.94$1.57$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.04$0.28$1.81$2.08$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.10$0.54$1.77$1.68$0.09
2016Summary only. Only limited summary data is available for this year.$0.31$0.09$1.68$1.60$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.17$0.42$1.96$1.54$0.42
2014Summary only. Only limited summary data is available for this year.$0.18$0.18$1.58$1.66$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.09$0.08$1.28$1.32$0.05
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.52$0.52$0.00
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.33$0.30$0.03