Civic Intelligence

Sd Opera Assoc Endow Tr Tai

EIN 33-0519746 • 501(c)3 • Milwaukee, WI

Profile

Income earned on contributions is distributed to support the san diego opera association for use in its exempt purpose

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$36,104

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

86th percentile

35%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1060%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,440,990

Up $1,145,921 (+35%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,440,990

Up $1,145,921 (+35%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$1,376,387

Up $1,257,772 (+1060%) from 2024

Expenses

Up

$230,457

Up $5,417 (+2.4%) from 2024

Net Income

Up

$1,145,930

Up $1,252,355 (+1177%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2021: $3,565,319Liabilities 2021: $0Net Assets 2021: $3,565,3192021Assets 2022: $3,546,512Liabilities 2022: $0Net Assets 2022: $3,546,5122022Assets 2023: $3,401,579Liabilities 2023: $0Net Assets 2023: $3,401,5792023Assets 2024: $3,295,069Liabilities 2024: $0Net Assets 2024: $3,295,0692024Assets 2025: $4,440,990Liabilities 2025: $0Net Assets 2025: $4,440,9902025

Highlighted filing

2025

Assets$4,440,990
Liabilities$0
Net Assets$4,440,990
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $294,585Expenses 2021: $208,845Net Income 2021: $85,7402021Revenue 2022: $197,286Expenses 2022: $213,784Net Income 2022: -$16,4982022Revenue 2023: $72,583Expenses 2023: $217,557Net Income 2023: -$144,9742023Revenue 2024: $118,615Expenses 2024: $225,040Net Income 2024: -$106,4252024Revenue 2025: $1,376,387Expenses 2025: $230,457Net Income 2025: $1,145,9302025

Highlighted filing

2025

Revenue$1,376,387
Expenses$230,457
Net Income$1,145,930
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,440,990
Liabilities
$0
Net assets
$4,440,990
Revenue
$1,376,387
Expenses
$230,457
Net income
$1,145,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$1.38$0.23$1.15
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.12$0.23$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.07$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.20$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.29$0.21$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$4,399,203
Mission and Program Overview

Mission

Income earned on contributions is distributed to support the san diego opera association for use in its exempt purpose

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,295,069$4,440,990▲ $1,145,921
Investments in Publicly Traded Securities$3,207,044$4,265,157▲ $1,058,113
Savings and Temporary Cash Investments$88,025$175,833▲ $87,808
Total Assets$3,295,069$4,440,990▲ $1,145,921
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,295,069$4,440,990▲ $1,145,921
Total Liabilities and Net Assets / Fund Balance$3,295,069$4,440,990▲ $1,145,921
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
US Bank N aTrustee$36,104$36,104
Revenue and Support

Revenue Composition

Contributions and Grants
$499,874
Program Service Revenue
$0
Investment Income
$876,513
Other Revenue
$0
All Other Contributions
$499,874
Change in Net Assets
$1,145,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,684
Salaries, Compensation, and Employee Benefits$36,104
Other Expenses$3,669
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,684--$190,684
Current Officers, Directors, Trustees, and Key Employees$3,610$32,494-$36,104
Fees for Services Accounting$750--$750
Other Expenses-$50-$50
Total Functional Expenses$195,044$35,413$0$230,457
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego Opera AssociationSan Diego, CA501(c)(3)General Support$190,684
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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

PART VI, LINE 8B

“NOT APPLICABLE”

Part VI, Line 11

“A copy of the form 990 is sent to the trustee for review and comments”

PART VI, LINE 12C

“Annual acknowledgement by trustee”

Part VI, Line 19

“AVAILABLE UPON REQUEST”

Part VI, Line 11B

“Completed form 990 sent to members of governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy is available to all members to reveiw before filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, as included with form 1023 are available to the general public upon request. Conflict of interest policy and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Sd Opera Assoc Endow Tr Tai
EIN
33-0519746
Phone
2132367327
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2132367327
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Governing documents, as included with form 1023 are available to the general public upon request. Conflict of interest policy and financial statements are not available to the public.”

Explanation for Form 990, Part XI, Line 9

“Py return of capital ($4); rounding ($5).”

Raw XML Appendix326 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
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03751422
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt03207044
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03295069
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02869
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IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherWebsiteInd0X
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYSalariesCompEmpBnftPaidAmt031580
IRS990/PYTotalExpensesAmt0225040
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IRS990/QuidProQuoContributionsInd0false
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ReturnHeader/ReturnTs02025-11-10T09:01:33-06:00
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ReturnHeader/TaxPeriodEndDt02025-06-30
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