Civic Intelligence

Opus Foundation

990PF • Fiscal year 2023 • EIN 20-4927621

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
10474 Santa Monica Blvd 200Los Angeles, CA 90025

(310) 268-2000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$865,475

Down $541,138 (-38%) from 2022

Net Assets

Down

$865,475

Down $516,232 (-37%) from 2022

Liabilities

Down

$0

Down $24,906 (-100%) from 2022

Revenue And Expenses

Revenue

Down

$110,362

Down $18,309 (-14%) from 2022

Expenses

Up

$626,594

Up $163,487 (+35%) from 2022

Net Income

Down

-$516,232

Down $181,796 (-54%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,330,346Liabilities 2011: $02011Assets 2012: $13,224,923Liabilities 2012: $02012Assets 2013: $13,302,652Liabilities 2013: $02013Assets 2014: $4,450,882Liabilities 2014: $02014Assets 2015: $4,444,773Liabilities 2015: $02015Assets 2016: $4,566,195Liabilities 2016: $0Net Assets 2016: $4,566,1952016Assets 2017: $4,678,695Liabilities 2017: $0Net Assets 2017: $4,678,6952017Assets 2018: $4,457,320Liabilities 2018: $0Net Assets 2018: $4,457,3202018Assets 2019: $2,246,115Liabilities 2019: $0Net Assets 2019: $2,246,1152019Assets 2020: $1,700,688Liabilities 2020: $0Net Assets 2020: $1,700,6882020Assets 2021: $1,741,049Liabilities 2021: $24,906Net Assets 2021: $1,716,1432021Assets 2022: $1,406,613Liabilities 2022: $24,906Net Assets 2022: $1,381,7072022Assets 2023: $865,475Liabilities 2023: $0Net Assets 2023: $865,4752023Assets 2024: $627,178Liabilities 2024: $0Net Assets 2024: $627,1782024

Highlighted filing

2023

Assets$865,475
Liabilities$0
Net Assets$865,475
Open 2023 Filing

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,990,866Expenses 2011: $478,702Net Income 2011: $1,512,1642011Revenue 2012: $446,588Expenses 2012: $804,258Net Income 2012: -$357,6702012Revenue 2013: $395,906Expenses 2013: $321,250Net Income 2013: $74,6562013Revenue 2014: $975,021Expenses 2014: $9,827,524Net Income 2014: -$8,852,5032014Revenue 2015: $551,883Expenses 2015: $557,992Net Income 2015: -$6,1092015Revenue 2016: $347,040Expenses 2016: $225,618Net Income 2016: $121,4222016Revenue 2017: $545,092Expenses 2017: $432,592Net Income 2017: $112,5002017Revenue 2018: $759,432Expenses 2018: $980,807Net Income 2018: -$221,3752018Revenue 2019: $991,234Expenses 2019: $3,202,439Net Income 2019: -$2,211,2052019Revenue 2020: $220,180Expenses 2020: $765,607Net Income 2020: -$545,4272020Revenue 2021: $84,832Expenses 2021: $69,377Net Income 2021: $15,4552021Revenue 2022: $128,671Expenses 2022: $463,107Net Income 2022: -$334,4362022Revenue 2023: $110,362Expenses 2023: $626,594Net Income 2023: -$516,2322023Revenue 2024: $255,196Expenses 2024: $493,493Net Income 2024: -$238,2972024

Highlighted filing

2023

Revenue$110,362
Expenses$626,594
Net Income-$516,232
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY NICHOLASPresident & Director-$0--
ROBERT D FELLERSecretary, Treasurer, & Di-$0--
JAMES R PARKSAssistant Secretary & Dire-$0--
Filing and Contact Details

Filer

Filer Name
Opus Foundation
EIN
20-4927621
Phone
3102682000
Address
10474 SANTA MONICA BLVD 200, LOS ANGELES, CA 90025

Signing Officer

Name
James R Parks
Title
Assistant Secretary
Phone
3102682000
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
10474 SANTA MONICA BLVD SUITE 200, LOS ANGELES, CA 90025
Preparer
James R Parks
Phone
3102682000
Raw XML Appendix373 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.

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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES R PARKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010474 SANTA MONICA BLVD 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102682000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STACEY NICHOLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TRAIL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DARTMOUTH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06066 DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 20280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HANOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180308
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0600000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076780
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0340476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0579803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03101783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0362645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0362645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04553121
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0531059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0340476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0579803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03101783
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0607839
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0531059
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04915766
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04384707
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOK TO TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES - RCP FUND IV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES - BROAD STREET REAL ESTATE CREDIT PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANIOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER LOSS FROM BROAD STREET REAL ESTATE CREDIT PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6152
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt775
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08439
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2360
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3589
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4957
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6304
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt775
TaxesSchedule/TaxesDetail/Amt0215
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0215
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R PARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03102682000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPUS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CBIZ MHM LLC
ReturnHeader/Filer/BusinessNameControlTxt0OPUS
ReturnHeader/Filer/EIN0204927621
ReturnHeader/Filer/PhoneNum03102682000
ReturnHeader/Filer/USAddress/AddressLine1Txt010474 SANTA MONICA BLVD 200
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010474 SANTA MONICA BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03102682000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R PARKS
ReturnHeader/ReturnTs02024-11-12T15:30:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$865,475
Liabilities
$0
Net assets
$865,475
Revenue
$110,362
Expenses
$626,594
Net income
-$516,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.26$0.49$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.63$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.38$0.13$0.46$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.02$1.72$0.08$0.07$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.22$0.77$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.99$3.20$2.21
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.76$0.98$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.55$0.43$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.35$0.23$0.12
2015Summary only. Only limited summary data is available for this year.$4.44$0.00$0.55$0.56$0.01
2014Summary only. Only limited summary data is available for this year.$4.45$0.00$0.98$9.83$8.85
2013Summary only. Only limited summary data is available for this year.$13.3$0.00$0.40$0.32$0.07
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$0.45$0.80$0.36
2011Summary only. Only limited summary data is available for this year.$13.3$0.00$1.99$0.48$1.51