Civic Intelligence

Opera Southwest Foundation

EIN 88-2508592 • 501(c)3 • Albuquerque, NM

Profile

Opera Southwest Foundation's mission is providing a vehicle to provide long-term funding to Opera Southwest, a New Mexico nonprofit corporation; and carrying out any programs or activities which may be related to the foregoing, or which may otherwise promote and benefit Opera Southwest.

PO Box 27671Albuquerque, NM 87125-7671

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

113%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

85th percentile

54%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$931,087

Up $556,649 (+149%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$931,087

Up $556,649 (+149%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin98th percentile

Revenue

Up

$486,022

Up $344,793 (+244%) from 2023

Expenses

Up

$16,249

Up $16,249 from 2023

Net Income

Up

$469,773

Up $328,544 (+233%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$1.0M$500K$0Assets 2022: $204,473Liabilities 2022: $0Net Assets 2022: $204,4732022Assets 2023: $374,438Liabilities 2023: $0Net Assets 2023: $374,4382023Assets 2024: $931,087Liabilities 2024: $0Net Assets 2024: $931,0872024

Highlighted filing

2024

Assets$931,087
Liabilities$0
Net Assets$931,087
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0Revenue 2022: $204,473Expenses 2022: $0Net Income 2022: $204,4732022Revenue 2023: $141,229Expenses 2023: $0Net Income 2023: $141,2292023Revenue 2024: $486,022Expenses 2024: $16,249Net Income 2024: $469,7732024

Highlighted filing

2024

Revenue$486,022
Expenses$16,249
Net Income$469,773
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$931,087
Liabilities
$0
Net assets
$931,087
Revenue
$486,022
Expenses
$16,249
Net income
$469,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$4.86$0.16$4.70
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$1.41$0.00$1.41
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.04$0.00$2.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$500,465
Mission and Program Overview

Mission

Opera Southwest Foundation's mission is providing a vehicle to provide long-term funding to Opera Southwest, a New Mexico nonprofit corporation; and carrying out any programs or activities which may be related to the foregoing, or which may otherwise promote and benefit Opera Southwest.

Opera Southwest Foundation's mission is providing a vehicle to provide long term funding to Opera Southwest, a New Mexico nonprofit corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$356,411$905,963▲ $549,552
Savings and Temporary Cash Investments$18,027$25,124▲ $7,097
Total Assets$374,438$931,087▲ $556,649
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,983$478,532▲ $439,549
Net Assets With Donor Restrictions$335,455$452,555▲ $117,100
Total Net Assets Fund Balance$374,438$931,087▲ $556,649
Total Liabilities and Net Assets / Fund Balance$374,438$931,087▲ $556,649

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$374,438$465,204▲ $107,693-$931,086
2023$204,473$130,982▲ $38,983-$374,438
2022$0$204,473→ $0$0$204,473
2021----$0
2020----$0
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Frank W KuehnPresident
Anne GonzalesDirector
Janet ThompsonDirector
Charles EberleSecretary
Ellen KingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$465,204
Program Service Revenue
$0
Investment Income
$20,818
Other Revenue
$0
All Other Contributions
$82,000
Change in Net Assets
$469,773

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$279,672Fair Market Value (FMV)
Total Noncash Contributions1$279,672-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,249
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,249--$16,249
Total Functional Expenses$16,249$0$0$16,249
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opera SouthwestAlbuquerque, NM501c3Annual Support$16,249
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
Audit committee
No
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 11B

“The form 990 is reviewed at a meeting of the board of directors.”

Part VI, Line 12C

“The conflict of interest policy is reviewed annually by the board of directors. All board members are required to disclose in writing any conflicts of interest.”

Part VI, Line 19

“Governing documents, policies, financial statements and the IRS form 990 are made available to the public upon request within three working days of the date the request was made. Additionally, the state of New Mexico operates a user friendly website, NM COROS, which makes this information available to the public.”

Part VI, Line 7A

“The bylaws of the organization provide that members of the board are appointed by Opera Southwest, the supported organization.”

Filing and Contact Details

Filer

Filer Name
Opera Southwest Foundation
EIN
88-2508592
Phone
5052430591
Address
PO BOX 27671, ALBUQUERQUE, NM 87125-7671

Signing Officer

Name
Frank W Kuehn
Title
President
Phone
5052430591
Signed
2025-05-12

Organization Details

Principal Officer
Frank W Kuehn
Formed
2022
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“To provide support to Opera Southwest for its exempt purposes”

Raw XML Appendix365 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/ExplanationTxt0The form 990 is reviewed at a meeting of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is reviewed annually by the board of directors. All board members are required to disclose in writing any conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies, financial statements and the IRS form 990 are made available to the public upon request within three working days of the date the request was made. Additionally, the state of New Mexico operates a user friendly website, NM COROS, which makes this information available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The bylaws of the organization provide that members of the board are appointed by Opera Southwest, the supported organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 7a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0374438
IRS990/TotalAssetsEOYAmt0931087
IRS990/TotalAssetsGrp/BOYAmt0374438
IRS990/TotalAssetsGrp/EOYAmt0931087
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0465204
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016249
IRS990/TotalFunctionalExpensesGrp/TotalAmt016249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374438
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0931087
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt016249
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020818
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486022
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374438
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0931087
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 27671
IRS990/USAddress/CityNm0Albuquerque
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087125
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank W Kuehn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05052430591
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERA SOUTHWEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0882508592
ReturnHeader/Filer/PhoneNum05052430591
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 27671
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0871257671
ReturnHeader/ReturnTs02025-05-13T16:52:39Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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