Civic Intelligence

Palm Beach Opera Inc.

990 • Fiscal year 2025 • EIN 59-1060864

Jun 01, 2024 to May 31, 2025 • Filed on Apr 09, 2026

Organization ProfileWWW.PBOPERA.ORG

View Organization Page

425 24th StWest Palm Beach, FL 33407

(561) 833-7888

Siviq Scores

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

Liabilities / Assets

55th percentile

0.15x

Higher debt load relative to assets than 55% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.20x

Higher debt load relative to revenue than 56% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$221,569

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$9,526,361

Up $629,393 (+7.1%) from 2024

Net Assets

Up

$8,076,504

Up $1,089,609 (+16%) from 2024

Liabilities

Down

$1,449,857

Down $460,216 (-24%) from 2024

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$7,309,161

Up $2,266,694 (+45%) from 2024

Expenses

Down

$6,340,150

Down $92,480 (-1.4%) from 2024

Net Income

Up

$969,011

Up $2,359,174 (+170%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $3,121,773Liabilities 2012: $1,427,458Net Assets 2012: $1,694,3152012Assets 2013: $3,206,197Liabilities 2013: $1,411,248Net Assets 2013: $1,794,9492013Assets 2014: $2,871,165Liabilities 2014: $582,943Net Assets 2014: $2,288,2222014Assets 2015: $3,572,946Liabilities 2015: $1,142,592Net Assets 2015: $2,430,3542015Assets 2016: $3,329,477Liabilities 2016: $1,211,994Net Assets 2016: $2,117,4832016Assets 2017: $3,618,710Liabilities 2017: $780,668Net Assets 2017: $2,838,0422017Assets 2018: $3,476,120Liabilities 2018: $803,253Net Assets 2018: $2,672,8672018Assets 2019: $6,759,636Liabilities 2019: $713,638Net Assets 2019: $6,045,9982019Assets 2020: $6,193,266Liabilities 2020: $1,040,511Net Assets 2020: $5,152,7552020Assets 2021: $5,610,221Liabilities 2021: $692,941Net Assets 2021: $4,917,2802021Assets 2022: $12,939,353Liabilities 2022: $2,814,252Net Assets 2022: $10,125,1012022Assets 2023: $10,212,309Liabilities 2023: $1,728,733Net Assets 2023: $8,483,5762023Assets 2024: $8,896,968Liabilities 2024: $1,910,073Net Assets 2024: $6,986,8952024Assets 2025: $9,526,361Liabilities 2025: $1,449,857Net Assets 2025: $8,076,5042025

Highlighted filing

2025

Assets$9,526,361
Liabilities$1,449,857
Net Assets$8,076,504
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $4,449,246Expenses 2012: $4,591,738Net Income 2012: -$142,4922012Revenue 2013: $4,015,628Expenses 2013: $3,917,101Net Income 2013: $98,5272013Revenue 2014: $4,595,172Expenses 2014: $4,100,800Net Income 2014: $494,3722014Revenue 2015: $5,391,644Expenses 2015: $5,248,841Net Income 2015: $142,8032015Revenue 2016: $4,143,434Expenses 2016: $4,434,730Net Income 2016: -$291,2962016Revenue 2017: $5,396,907Expenses 2017: $4,633,253Net Income 2017: $763,6542017Revenue 2018: $5,148,221Expenses 2018: $5,276,574Net Income 2018: -$128,3532018Revenue 2019: $8,921,189Expenses 2019: $5,515,584Net Income 2019: $3,405,6052019Revenue 2020: $4,317,649Expenses 2020: $5,197,552Net Income 2020: -$879,9032020Revenue 2021: $3,191,039Expenses 2021: $4,222,819Net Income 2021: -$1,031,7802021Revenue 2022: $9,924,286Expenses 2022: $5,070,921Net Income 2022: $4,853,3652022Revenue 2023: $4,224,318Expenses 2023: $5,741,904Net Income 2023: -$1,517,5862023Revenue 2024: $5,042,467Expenses 2024: $6,432,630Net Income 2024: -$1,390,1632024Revenue 2025: $7,309,161Expenses 2025: $6,340,150Net Income 2025: $969,0112025

Highlighted filing

2025

Revenue$7,309,161
Expenses$6,340,150
Net Income$969,011
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 9, 2026
Return Version
2024v5.0
Gross Receipts
$8,028,642
Mission and Program Overview

Mission

Palm beach opera is dedicated to producing live opera at an international standard of excellence, enriching the lives of the communities it serves with a diverse offering of educational programs, and to training the next generation of opera stars.

Palm beach opera is dedicated to producing live opera at an international standard of excellence and enriching the life of the communities it serves with a diverse offering of educational programs, concerts and lectures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,062,194$3,963,208▼ $98,986
Pledges and Grants Receivable$909,476$2,482,889▲ $1,573,413
Savings and Temporary Cash Investments$1,196,681$1,271,308▲ $74,627
Cash and Non-Interest-Bearing Accounts$2,007,582$1,145,026▼ $862,556
Prepaid Expenses and Deferred Charges$141,880$164,931▲ $23,051
Total Assets$8,896,968$9,526,361▲ $629,393
Other Assets Total$579,155$498,999▼ $80,156
Liabilities
Mortgage Notes Payable Secured by Investment Property$862,305$704,619▼ $157,686
Deferred Revenue$611,298$550,338▼ $60,960
Accounts Payable and Accrued Expenses$300,587$123,758▼ $176,829
Other Liabilities$135,883$71,142▼ $64,741
Total Liabilities$1,910,073$1,449,857▼ $460,216
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,507,408$4,268,856▼ $238,552
Net Assets With Donor Restrictions$2,479,487$3,807,648▲ $1,328,161
Total Net Assets Fund Balance$6,986,895$8,076,504▲ $1,089,609
Total Liabilities and Net Assets / Fund Balance$8,896,968$9,526,361▲ $629,393

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,155,772$664,730$3,820,502
Land$781,132-$781,132
Leasehold Improvements$26,304$1,879$28,183
Other Assets Org$30,173--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,479,487$2,111,402▲ $3,131$786,372$3,807,648
2023$3,998,609$1,009,571▲ $12,625$2,541,318$2,479,487
2022$6,208,414$495,707▼ $24,389$2,681,123$3,998,609
2021$2,717,565$3,510,135▲ $37,321$56,607$6,208,414
2020$3,641,228-▲ $15,541$939,204$2,717,565
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleBaseOtherTotal
David WalkerFormer Direc$213,182$8,387$221,569
David WalkerFormer Director$213,182$8,387$221,569
James BarbatoGeneral Dire$164,166$9,354$173,520
James BarbatoGeneral Director$164,166$9,354$173,520

Board Members and Trustees

NameTitle
Mr David GenserChairman
Mr Dennis K WilliamsPresident
Dr Donna Kesselman RaggioDirector
Dr Peter MccombsDirector
Dr Robert BiscupDirector
Mr Charles GottesmanDirector
Mr Marc S SolomonDirector
Mr Peter a HoffmanDirector
Mr Robert IommazzoDirector
Mr Sanford M BaklorDirector
Mr Steve AcuntoDirector
Mr Todd LazenbyDirector
Mrs Ann FromerDirector
Mrs Anne SternlichtDirector
Mrs Erika Franke BrownDirector
Mrs Patricia FalkenbergDirector
Mrs Paulette KochDirector
Mrs Jacqueline MccabeGovernance C
Mrs Judith KaufmanPhilanthropy
Mrs Ingrid KosowskySecretary
Mr David BrodskyTreasurer
Dr Robert DesnickVice Preside
Mr Sanford FisherVice Preside
Mr William G BrownVice Preside
Mrs Ari RifkinVice Preside
Dr Marsha LauferYoung Artist
Revenue and Support

Revenue Composition

Contributions and Grants
$4,966,936
Program Service Revenue
$1,689,413
Investment Income
$96,884
Other Revenue
$555,928
All Other Contributions
$4,576,537
Change in Net Assets
$969,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,309,161
Total Revenue per Audited Statements
$7,309,161
Total Revenue per Form 990
$7,309,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,688,563
Other Expenses$2,651,587
Total Fundraising Expense$426,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,739,227$353,144$306,531$3,398,902
All Other Expenses$325,087$282,690$29,971$637,748
Other Employee Benefits$212,537$29,710$23,363$265,610
Other Expenses$252,723$146,052$50,678$252,723
Insurance-$215,335-$215,335
Advertising$152,704--$152,704
Travel$139,643$2,133$5,403$147,179
Depreciation Depletion$118,985--$118,985
Occupancy$70,938--$70,938
Office Expenses$23,899$39,352$6,525$69,776
Pension Plan Contributions$12,281$7,376$4,394$24,051
Total Functional Expenses$4,837,493$1,075,792$426,865$6,340,150

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,340,150
Total Expenses per Audited Statements$6,340,150
Total Expenses per Form 990$6,340,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,275,409
Fundraising Direct Expenses$719,481
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$1,275,409$1,275,409$470,763$804,646
Total Events$1,275,409$1,275,409$719,481$555,928
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$71,142
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the director of finance and administration and the general director, then submitted to the audit and finance committeee for review and approval. The final draft is then sent to the voting members of the board of directors for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“All employees and consultants are required to review and sign policy prior to hiring or conducting business.”

Form 990, Page 6, Part VI, Line 15A

“Members of the executive committee of the board of directors create a compensation review sub-committee. This sub-committee reviews the performance and compensation of the general director/ ceo. This sub- committee uses comparable data from local and national organizations in a similar field.”

Form 990, Page 6, Part VI, Line 15B

“The general director/ceo reviews the performance and compensation of key employees of the organization. The general director/ceo uses comparable data from local and national organizations in a similar field. Board officers and directors are non-paid positions.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Palm Beach Opera Inc
EIN
59-1060864
Phone
5618337888
Address
425 24TH ST, WEST PALM BEACH, FL 33407

Signing Officer

Name
James Barbato
Title
General Director
Phone
5618333709
Signed
2026-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Barbato
Formed
1962
Legal Domicile
Fl
Voting Board Members
27
Independent Board Members
27
Employees
306
Volunteers
15

Preparer

Firm
Hafer LLC
Address
251 ROYAL PALM WAY STE 350, PALM BEACH, FL 33480
Preparer
Constance Brooks CPA
Phone
5616558700
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Palm beach opera is dedicated to producing live opera at an international standard of excellence, enriching the lives of the communities it serves with a diverse offering of educational programs, and to training the next generation of opera stars.”

Form 990, Page 1, Part I, Line 6

“Volunteer assistance at events”

Form 990, Page 2, Part III, Line 4D

“ALL OTHER PROGRAMS”

Form 990, Part IX, Line 24E

“Professional fees 59,308 185,933 1,669 repairs & maintenance 68,870 19,708 0 other production costs 62,531 0 0 it costs 19,101 27,662 6,505 utilities 37,510 11,666 0 other employee costs 7,227 15,969 3,337 interest expense 23,253 0 0 dues 6,722 15,793 199 audio & visual 20,599 0 0 donor recognition 0 360 18,261 other event costs 15,376 0 0 licenses 140 5,599 0 supplies 4,450 0 0 total 325,087 282,690 29,971”

Form 990, Part XI, Line 9

“Beneficial interest in remainder annuity trust 112,016 prior period adjustment in the amount of 112,016 to properly state the beneficial interest in remainder annuity trust value at 6/30/2024”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The opera uses the investment earnings on endowment funds to fund costs associated with its exempt purpose.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0MR DAVID GENSER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES BARBATO
IRS990/Form990PartVIISectionAGrp/PersonNm2MR DENNIS K WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3MRS INGRID KOSOWSKY
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IRS990/Form990PartVIISectionAGrp/PersonNm6DR ROBERT DESNICK
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IRS990/Form990PartVIISectionAGrp/PersonNm8MRS JUDITH KAUFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DR MARSHA LAUFER
IRS990/Form990PartVIISectionAGrp/PersonNm10MRS JACQUELINE MCCABE
IRS990/Form990PartVIISectionAGrp/PersonNm11MRS ARI RIFKIN
IRS990/Form990PartVIISectionAGrp/PersonNm12MR STEVE ACUNTO
IRS990/Form990PartVIISectionAGrp/PersonNm13MR SANFORD M BAKLOR
IRS990/Form990PartVIISectionAGrp/PersonNm14DR ROBERT BISCUP
IRS990/Form990PartVIISectionAGrp/PersonNm15MRS ERIKA FRANKE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm16MRS PATRICIA FALKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm17MRS ANN FROMER
IRS990/Form990PartVIISectionAGrp/PersonNm18MR CHARLES GOTTESMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MR PETER A HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20MR ROBERT IOMMAZZO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9YOUNG ARTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNANCE C
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/MissionDesc0PALM BEACH OPERA IS DEDICATED TO PRODUCING LIVE OPERA AT AN INTERNATIONAL STANDARD OF EXCELLENCE, ENRICHING THE LIVES OF THE COMMUNITIES IT SERVES WITH A DIVERSE OFFERING OF EDUCATIONAL PROGRAMS, AND TO TRAINING THE NEXT GENERATION OF OPERA STARS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PBO OFFERS THREE ARTIST TRAINING PROGRAMS. THE PBO STUDIO PROGRAM IS FREE TO HIGH SCHOOL STUDENTS WHO WISH TO RECEIVE TRAINING AND PREPARATION FOR A FUTURE COLLEGE DEGREE IN THE VOCAL ARTS. APPRENTICE ARTISTS ARE EMERGING POST-GRADUATE SINGERS WHO PERFORM IN THE COMPANY'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS (SEE BELOW), AND SING IN THE CHORUS THROUGHOUT THE SEASON TO GAIN STAGE EXPERIENCE. LAUFER YOUNG ARTISTS ARE MORE ADVANCED SINGERS WHO COVER LEAD ROLES AND SING SMALLER ROLES FOR THE MAINSTAGE PRODUCTIONS. SINGERS IN EACH PROGRAM PERFORM FREQUENT CONCERTS AND RECEIVE VOCAL, MUSICAL, DICTION, AND DRAMATIC TRAINING THROUGH MASTERCLASSES AND COACHING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PBO'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS ARE DELIVERED TO A BROAD SEGMENT OF THE COMMUNITY THROUGH FREE PRESENTATIONS AND ACTIVITIES DESIGNED TO BROADEN AWARENESS AND ENTHUSIASM FOR OPERA, FOR PEOPLE OF ALL AGES. PROGRAMS SUCH AS CONCERTS IN THE CLASSROOM, STORYTIME SERIES, OPERA REHEARSAL 101, OPERA IMMERSION PROGRAM WITH THE BOYS & GIRLS CLUB, ANIMA, AND CONVERSATIONS SERIES PROVIDE A DEEPER APPRECIATION OF THE OPERA ART FORM TO MORE THAN 7,000 INDIVIDUALS ANNUALLY, INCLUDING OVER 6,000 LOCAL CHILDREN WHILE PROVIDING SUPPLEMENTARY EDUCATIONAL MATERIALS FOR EDUCATORS THAT FIT STATE ACADEMIC STANDARDS.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,526,361
Liabilities
$1,449,857
Net assets
$8,076,504
Revenue
$7,309,161
Expenses
$6,340,150
Net income
$969,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.53$1.45$8.08$7.31$6.34$0.97
2024Detailed filing. Detailed filing data is available for this year.$8.90$1.91$6.99$5.04$6.43$1.39
2023Detailed filing. Detailed filing data is available for this year.$10.2$1.73$8.48$4.22$5.74$1.52
2022Detailed filing. Detailed filing data is available for this year.$12.9$2.81$10.1$9.92$5.07$4.85
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.69$4.92$3.19$4.22$1.03
2020Detailed filing. Detailed filing data is available for this year.$6.19$1.04$5.15$4.32$5.20$0.88
2019Summary only. Only limited summary data is available for this year.$6.76$0.71$6.05$8.92$5.52$3.41
2018Summary only. Only limited summary data is available for this year.$3.48$0.80$2.67$5.15$5.28$0.13
2017Summary only. Only limited summary data is available for this year.$3.62$0.78$2.84$5.40$4.63$0.76
2016Detailed filing. Detailed filing data is available for this year.$3.33$1.21$2.12$4.14$4.43$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.57$1.14$2.43$5.39$5.25$0.14
2014Summary only. Only limited summary data is available for this year.$2.87$0.58$2.29$4.60$4.10$0.49
2013Summary only. Only limited summary data is available for this year.$3.21$1.41$1.79$4.02$3.92$0.10
2012Summary only. Only limited summary data is available for this year.$3.12$1.43$1.69$4.45$4.59$0.14