Civic Intelligence

San Diego Opera Association Endowment Tr

990 • Fiscal year 2021 • EIN 33-0519746

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 15, 2021

Organization ProfileN/A
PO Box 52007Phoenix, AZ 85072

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$27,815

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$3,565,319

No earlier filing loaded for comparison.

Net Assets

$3,565,319

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin73rd percentile

Revenue

$294,585

No earlier filing loaded for comparison.

Expenses

$208,845

No earlier filing loaded for comparison.

Net Income

$85,740

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.

$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

2021

Assets$3,565,319
Liabilities$0
Net Assets$3,565,319
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$294,585
Expenses$208,845
Net Income$85,740
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$874,209
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$3,485,828$3,565,319▲ $79,491
Investments in Publicly Traded Securities$3,387,139$3,523,987▲ $136,848
Cash and Non-Interest-Bearing Accounts$98,690$41,332▼ $57,358
Rtn Earn Endowment Incm Other Fnds$1--
Total Assets$3,485,829$3,565,319▲ $79,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,485,829$3,565,319▲ $79,490
Total Liabilities and Net Assets / Fund Balance$3,485,829$3,565,319▲ $79,490
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Mufg Union Bank N aTrustee$27,815$27,815
Revenue and Support

Revenue Composition

Contributions and Grants
$70,846
Program Service Revenue
$0
Investment Income
$223,739
Other Revenue
$0
All Other Contributions
$70,846
Change in Net Assets
$85,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,388
Salaries, Compensation, and Employee Benefits$27,815
Other Expenses$2,642
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,388--$178,388
Current Officers, Directors, Trustees, and Key Employees-$27,815-$27,815
All Other Expenses-$1,642-$1,642
Fees for Services Accounting$1,000--$1,000
Total Functional Expenses$179,388$29,457$0$208,845
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
6092746834
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
6092746834
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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

“Difference due to return of capital adjustments”

Raw XML Appendix312 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
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ReturnHeader/PreparerPersonGrp/PhoneNum08008102207
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02021-10-15T11:00:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,565,319
Liabilities
$0
Net assets
$3,565,319
Revenue
$294,585
Expenses
$208,845
Net income
$85,740
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