Civic Intelligence

Opera San Jose Endowment Foundation Inc

990 • Fiscal year 2016 • EIN 27-2491185

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 05, 2016

Organization ProfileN/A
2149 Paragon DriveSan Jose, CA 95131

(408) 551-6580

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

61st percentile

5.9%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

92nd percentile

81%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$637,068

Up $68,525 (+12%) from 2014

Net Assets

Up

$637,068

Up $68,525 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin99th percentile

Revenue

Up

$55,468

Up $38,468 (+226%) from 2014

Expenses

Up

$2,782

Up $799 (+40%) from 2014

Net Income

Up

$52,686

Up $37,669 (+251%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2016

Assets$637,068
Liabilities$0
Net Assets$637,068
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$55,468
Expenses$2,782
Net Income$52,686
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 5, 2016
Return Version
2015v2.0
Gross Receipts
$55,468
Mission and Program Overview

Mission

Be an endowment fund for opera in the San Jose area

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,201$58,786▲ $45,585
Other Notes and Loans Receivable, Net$500$0▼ $500
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$584,382$637,068▲ $52,686
Other Assets Total$570,681$578,282▲ $7,601
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$584,382$637,068▲ $52,686
Total Net Assets Fund Balance$584,382$637,068▲ $52,686
Total Liabilities and Net Assets / Fund Balance$584,382$637,068▲ $52,686

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$570,681-▲ $10,382-$578,281
2013$478,716-▲ $78,789-$555,532
2012$431,489-▲ $48,903-$478,716
2011$425,176-▲ $7,827-$431,489
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jeanne Mc CannPresident
Dick WhitneyVice President
Irene DalisDirector
George CrowSecretary
Jan TeleskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,075
Program Service Revenue
$0
Investment Income
$10,393
Other Revenue
$0
All Other Contributions
$45,075
Change in Net Assets
$52,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$-10-$-10
Total Functional Expenses$0$2,782$0$2,782
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy of tax return was provided to board for discussion prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available on request”

Filing and Contact Details

Filer

Filer Name
Opera San Jose Endowment Foundation Inc
EIN
27-2491185
Phone
4085516580
Address
2149 Paragon Drive, San Jose, CA 95131

Signing Officer

Name
Jan Telesky
Title
Treasurer
Signed
2016-08-05
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Telesky Financial Services
Address
1940 The Alameda, San Jose, CA 95126
Preparer
Tai Bui
Phone
4085516580
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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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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02782
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02782
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0584382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0637068
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010393
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055468
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0637068
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0584382
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0637068
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Telesky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Opera San Jose Endowment Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0272491185
ReturnHeader/Filer/PhoneNum04085516580
ReturnHeader/Filer/USAddress/AddressLine1Txt02149 Paragon Drive
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesky Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 The Alameda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04085516580
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tai Bui
ReturnHeader/ReturnTs02016-08-31T12:28:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,068
Liabilities
$0
Net assets
$637,068
Revenue
$55,468
Expenses
$2,782
Net income
$52,686
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