Civic Intelligence

Opera San Jose Endowment Foundation Inc

990 • Fiscal year 2011 • EIN 27-2491185

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 30, 2012

Organization ProfileN/A
2149 Paragon Drive95131
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$429,682

No earlier filing loaded for comparison.

Net Assets

$429,682

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,509

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $429,682Liabilities 2011: $0Net Assets 2011: $429,6822011Assets 2012: $444,470Net Assets 2012: $444,4702012Assets 2013: $491,737Net Assets 2013: $491,7372013Assets 2014: $568,543Liabilities 2014: $0Net Assets 2014: $568,5432014Assets 2016: $637,068Liabilities 2016: $0Net Assets 2016: $637,0682016Assets 2017: $757,036Liabilities 2017: $0Net Assets 2017: $757,0362017Assets 2018: $865,252Liabilities 2018: $0Net Assets 2018: $865,2522018Assets 2019: $935,638Liabilities 2019: $0Net Assets 2019: $935,6382019Assets 2020: $1,281,740Liabilities 2020: $0Net Assets 2020: $1,281,7402020Assets 2021: $1,565,260Liabilities 2021: $0Net Assets 2021: $1,565,2602021

Highlighted filing

2011

Assets$429,682
Liabilities$0
Net Assets$429,682
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Expenses 2011: $1,5092011Revenue 2012: $20,471Expenses 2012: $1,862Net Income 2012: $18,6092012Revenue 2013: $13,786Expenses 2013: $1,711Net Income 2013: $12,0752013Revenue 2014: $17,000Expenses 2014: $1,983Net Income 2014: $15,0172014Revenue 2016: $55,468Expenses 2016: $2,782Net Income 2016: $52,6862016Revenue 2017: $123,286Expenses 2017: $3,318Net Income 2017: $119,9682017Revenue 2018: $109,799Expenses 2018: $1,583Net Income 2018: $108,2162018Revenue 2019: $70,770Expenses 2019: $384Net Income 2019: $70,3862019Revenue 2020: $346,101Expenses 2020: $0Net Income 2020: $346,1012020Revenue 2021: $283,520Expenses 2021: $0Net Income 2021: $283,5202021

Highlighted filing

2011

Revenue-
Expenses$1,509
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 30, 2012
Return Version
2010v3.2
Gross Receipts
$435,612
Mission and Program Overview

Mission

Be an endowment fund for opera in the San Jose area

Filing and Contact Details

Filer

EIN
27-2491185
Raw XML Appendix330 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Be an endowment fund for opera in the San Jose area
IRS990/Advertising/Total00
IRS990/AllAffiliatesIncluded0false
IRS990/AllOtherContributions0433390
IRS990/AllOtherExpenses/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0false
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/EOY04484
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear0433390
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0Received donations
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0false
IRS990/EscrowAccount0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditPerformed0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral01027
IRS990/FeesForServicesAccounting/Total01027
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FiledLieu10410false
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form720Filed0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8886TFiled0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.02
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.02
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.01
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.02
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.01
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0Jeanne Mc Cann
IRS990/Form990PartVIISectionA/NamePerson1Jan Telesky
IRS990/Form990PartVIISectionA/NamePerson2Irene Dalis
IRS990/Form990PartVIISectionA/NamePerson3George Crow
IRS990/Form990PartVIISectionA/NamePerson4Don Schmidek
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0President
IRS990/Form990PartVIISectionA/Title1Treasurer
IRS990/Form990PartVIISectionA/Title2Director
IRS990/Form990PartVIISectionA/Title3Secretary
IRS990/Form990PartVIISectionA/Title4Vice President
IRS990/Form990ProvidedToGoverningBody0false
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0435612
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear02222
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome02222
IRS990/InvestmentIncome/TotalRevenueColumn02222
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY0425176
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0Be an endowment fund for opera in the San Jose area
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesEOY0429682
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensesCurrentYear01509
IRS990/OtherExpenses/Description0Bank fees
IRS990/OtherExpenses/ManagementAndGeneral0482
IRS990/OtherExpenses/Total0482
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/EOY0425176
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/QuidProQuoDisclosure0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-4421
IRS990/ReconcilationRevenueExpenses0434103
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0434103
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/EOY022
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0433390
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0433390
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear02222
IRS990ScheduleA/GrossInvestmentIncome170/Total02222
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal1700433390
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/Total170/CurrentTaxYear0433390
IRS990ScheduleA/Total170/Total0433390
IRS990ScheduleA/TotalSupport0435612
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Available on request
IRS990ScheduleO/GeneralExplanation/Explanation1Review by treasurer this year will be review by board in future years
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 11: Form 990 Review Process
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102095 Park Avenue
IRS990/TheBooksAreInCareOf/AddressUS/City0San Jose
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode095126
IRS990/TheBooksAreInCareOf/NamePerson0Jan Telesky
IRS990/TheBooksAreInCareOf/TelephoneNumber04085516580
IRS990/TotalAssets/BOY00
IRS990/TotalAssets/EOY0429682
IRS990/TotalAssetsEOY0429682
IRS990/TotalCompGT150K0false
IRS990/TotalContributions0433390
IRS990/TotalExpensesCurrentYear01509
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral01509
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total01509
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY00
IRS990/TotalLiabNetAssetsFundBalances/EOY0429682
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY00
IRS990/TotalNetAssetsFundBalances/EOY0429682
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue00
IRS990/TotalRevenueCurrentYear0435612
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome02222
IRS990/TotalRevenue/TotalRevenueColumn0435612
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/EOY04506
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/WrittenPolicyOrProcedure0false
IRS990/YearFormation02010
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0272491185
ReturnHeader/Filer/Name/BusinessNameLine10Opera San Jose Endowment Foundation Inc
ReturnHeader/Filer/NameControl0OPER
ReturnHeader/Filer/USAddress/AddressLine102149 Paragon Drive
ReturnHeader/Filer/USAddress/City0San Jose
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095131
ReturnHeader/Officer/DateSigned02012-03-30
ReturnHeader/Officer/Name0Jan Telesky
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Telesky Financial Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102095 Park Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0San Jose
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095126
ReturnHeader/Preparer/Name0Karen L Fihn
ReturnHeader/Preparer/Phone04085516580
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-30T16:34:31-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$429,682
Liabilities
$0
Net assets
$429,682
Revenue
-
Expenses
$1,509
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.28$0.00$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.35$0.00$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.07$0.00$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.00$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12$0.00$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.06$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02$0.00$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.01$0.00$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.02$0.00$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.00