Civic Intelligence

Opera San Jose Endowment Foundation Inc

990 • Fiscal year 2018 • EIN 27-2491185

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 29, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$865,252

Up $108,216 (+14%) from 2017

Net Assets

Up

$865,252

Up $108,216 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin99th percentile

Revenue

Down

$109,799

Down $13,487 (-11%) from 2017

Expenses

Down

$1,583

Down $1,735 (-52%) from 2017

Net Income

Down

$108,216

Down $11,752 (-9.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2018

Assets$865,252
Liabilities$0
Net Assets$865,252
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$109,799
Expenses$1,583
Net Income$108,216
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 29, 2018
Return Version
2017v2.2
Gross Receipts
$109,799
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$117,196$65,807▼ $51,389
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$757,036$865,252▲ $108,216
Other Assets Total$639,840$799,445▲ $159,605
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$757,036$865,252▲ $108,216
Total Net Assets Fund Balance$757,036$865,252▲ $108,216
Total Liabilities and Net Assets / Fund Balance$757,036$865,252▲ $108,216
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Jeanne Mc CannPresident
Eric JorgensenVice President
Dick WhitneyDirector
Laurie WarnerSecretary
Jan TeleskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,542
Program Service Revenue
$0
Investment Income
$59,257
Other Revenue
$0
All Other Contributions
$50,542
Change in Net Assets
$108,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,583
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$-15$45-$-15
Total Functional Expenses$1,538$45$0$1,583
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
2018-08-29
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
591 W Hamilton Ave Ste 210, Campbell, CA 95008
Preparer
Jane J Oh
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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Telesky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-29
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/PreparerFirmEIN0770176237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesky Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0591 W Hamilton Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04085516580
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane J Oh
ReturnHeader/ReturnTs02018-08-30T13:52:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$865,252
Liabilities
$0
Net assets
$865,252
Revenue
$109,799
Expenses
$1,583
Net income
$108,216
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