Civic Intelligence

Opera San Jose Endowment Foundation Inc

990EZ • Fiscal year 2013 • EIN 27-2491185

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 02, 2013

Organization ProfileN/A
2149 Paragon Drive95131
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$491,737

Up $47,267 (+11%) from 2012

Net Assets

Up

$491,737

Up $47,267 (+11%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$13,786

Down $6,685 (-33%) from 2012

Expenses

Down

$1,711

Down $151 (-8.1%) from 2012

Net Income

Down

$12,075

Down $6,534 (-35%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2013

Assets$491,737
Liabilities-
Net Assets$491,737
Open 2013 Filing

Operations Trend

Revenue Growth14th percentile

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

2013

Revenue$13,786
Expenses$1,711
Net Income$12,075
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 2, 2013
Return Version
2012v2.0
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 Appendix136 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0444470
IRS990EZ/CashSavingsAndInvestments/EOY0491737
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses01672
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear012075
IRS990EZ/FeesAndOthPymtToIndContractors01676
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets04
IRS990EZ/GrossAmountFromSaleOfAssets01676
IRS990EZ/GrossReceipts015458
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome013782
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0444470
IRS990EZ/NetAssetsOrFundBalancesBOY0444470
IRS990EZ/NetAssetsOrFundBalances/EOY0491737
IRS990EZ/NetAssetsOrFundBalancesEOY0491737
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.01
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.02
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.02
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.01
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.02
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Irene Dalis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Jan Telesky
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2George Crow
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Don Schmidek
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Jeanne Mc Cann
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets035192
IRS990EZ/OtherExpensesTotal035
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Be an endowment fund for opera in the San Jose area
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Received donations
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102095 Park Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0San Jose
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095126
IRS990EZ/TheBooksAreInCareOf/NamePerson0Jan Telesky
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04085516580
IRS990EZ/TotalAssets/BOY0444470
IRS990EZ/TotalAssets/EOY0491737
IRS990EZ/TotalExpenses01711
IRS990EZ/TotalRevenue013786
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year08825
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0433390
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0442215
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear013786
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year011646
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years02222
IRS990ScheduleA/GrossInvestmentIncome170/Total027654
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0469869
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal1700442215
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year08825
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0433390
IRS990ScheduleA/Total170/Total0442215
IRS990ScheduleA/TotalSupport0469869
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0CA Annual Fee $10
IRS990ScheduleO/GeneralExplanation/Explanation1CA Attorney General Charities $25
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.1
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/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-02
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/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-02T13:46:59-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$491,737
Liabilities
-
Net assets
$491,737
Revenue
$13,786
Expenses
$1,711
Net income
$12,075
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