2024-02-13T16:58:38-06:00 2022-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2021-07-01 770009773 OPERA SAN JOSE INCORPORATED OPER 4084374477 2149 PARAGON DRIVE SAN JOSE CA 95131 SHAWNA LUCEY CEO 4084374477 2024-02-10 1 SHAWNA LUCEY 999009999 LAURA LIN P01541718 4082885111 2024-02-10 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z 2149 PARAGON DRIVE SAN JOSE CA 95131 5741078 0 X OPERASJ.ORG X 1983 CA TO MAINTAIN AND ENHANCE A PROFESSIONAL OPERA COMPANY OF ARTISTIC EXCELLENCE IN THE CITY OF SAN JOSE AND OTHER LOCAL COMMUNITIES. 18 18 732 52 0 0 3496661 3797124 419221 1722010 74525 162752 146197 26160 4136604 5708046 0 0 0 0 1705010 3256026 0 0 589800 986306 1830199 2691316 5086225 1445288 621821 12606207 12036831 1970167 1572337 10636040 10464494 TO MAINTAIN AND ENHANCE A PROFESSIONAL OPERA COMPANY OF ARTISTIC EXCELLENCE IN THE CITY OF SAN JOSE AND OTHER LOCAL COMMUNITIES. 0 0 3895636 1597438 MAIN STAGE PERFORMACES - DUE TO GOVERNMENT-MANDATED RESTRICTIONS ON LARGE PUBLIC GATHERINGS DURING THE COVID-19 PANDEMIC, THE ORGANIZATION PRESENTED ONLY THREE MAIN STAGE PRODUCTIONS THIS YEAR, INSTEAD OF THE PLANNED FOUR PRODUCTIONS,AND A TICKETED STREAMING PRODUCTION. 17935 IN ADDITION TO MAIN STAGE PERFORMANCES, THE ORGANIZATION PROVIDES FREE COMMUNITY EVENTS TO THE PUBLIC AND FREE ATTENDANCE FOR SCHOOL GROUPS TO ONE PERFORMANCE OF EACH PRODUCTION. ALSO, THE ORGANIZATION PROVIDES STREAMING AND IN-PERSON LECTURES AND EDUCATIONAL OPPORTUNITIES TO THE PUBLIC. 3913571 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 732 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X X LALITHA VENKATESAN 4084374450 1631 WILLOW STREET SUITE 200 SAN JOSE CA 95125 KHORI DASTOOR GEN. DIRECTOR 50.00 X X 83681 0 0 SHAWNA LUCEY GEN. DIRECTOR 50.00 X X 93129 0 0 PRAVESH MEHRA DIRECTOR 1.00 X 0 0 0 CATHY R LAZARUS DIRECTOR 1.00 X 0 0 0 GEORGE CROW DIRECTOR 1.00 X 0 0 0 DR H ANDREA NEVES DIRECTOR 1.00 X 0 0 0 PHYLLIS BISMANOVSKY DIRECTOR 1.00 X 0 0 0 JENNIFER A R HSU DIRECTOR 3.00 X X 0 0 0 JEANNE MCCANN DIRECTOR 1.00 X 0 0 0 JANE DECKER DIRECTOR 1.00 X 0 0 0 NERIC JORGENSEN DIRECTOR 1.00 X 0 0 0 JULIE EDGCOMB DIRECTOR 1.00 X 0 0 0 PROF JOHN HEINEKE DIRECTOR 1.00 X 0 0 0 PEGGY HEIMAN DIRECTOR 1.00 X 0 0 0 CHARLES HANES DIRECTOR 3.00 X X 0 0 0 MICHAEL H KALKSTEIN DIRECTOR 1.00 X 0 0 0 LARRY KERN DIRECTOR 1.00 X 0 0 0 GILLIAN MORAN DIRECTOR 5.00 X X 0 0 0 MIMI CARLSON DIRECTOR 1.00 X 0 0 0 JAMES D WILLIAMS CFO 50.00 X 155016 0 0 331826 0 0 3 1 1 0 0 1419875 2377249 10250 3797124 MAIN-STAGE PRODUCTION 1597438 1597438 RENTAL AND OTHERS 124572 124572 1722010 195784 195784 10940 22092 -10940 -22092 -33032 -22092 -10940 26160 0 26160 26160 5708046 1895702 0 15220 573736 53043 240167 280526 2185535 2063461 37062 85012 496755 398288 42787 55680 7398 7398 408369 247427 133230 27712 158015 156575 1440 80156 72140 4008 4008 175451 145655 20277 9519 57340 37702 9819 9819 MATERIALS 214897 214897 FACILITIES 211544 176838 25954 8752 OUTSIDE SERVICES 162948 133475 16531 12942 COMPUTER SUPPORT & SUPP 114098 55987 22845 35266 239983 158083 22776 59124 5086225 3913571 582854 589800 3715776 1441804 75935 457000 113314 74875 7363481 2374097 4820199 4989384 3880983 5073768 12606207 12036831 194762 229767 888862 756281 19254 867289 586289 1970167 1572337 X 8272337 8156657 2363703 2307837 10636040 10464494 12606207 12036831 621821 -793367 0 X 1 X 1 X 1 0 X 3781684 2092529 3043741 3642858 3797123 16357935 2390115 1785526 1366445 419221 1748170 7709477 6171799 3878055 4410186 4062079 5545293 24067412 0 0 0 24067412 37343 80868 63073 5074 5362 191720 37343 80868 63073 5074 5362 191720 83715 60831 69451 183024 397021 6292857 3958923 4534090 4136604 5733679 24656153 0.97610 0.00780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2381627 98576 -275454 2204749 2381077 550 2381627 0.13300 0.86700 0 0 2282449 2282449 2634974 1185397 1449577 1654761 615580 1039181 761684 543507 218177 29613 29613 0 4989384 REFUNDABLE ADVANCE -PPP 586289 586289 4907281 -793367 -793367 5700648 7398 7398 5708046 5078827 0 5078827 7398 7398 5086225 PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 7,398. FUND RASING EVENTS 25830 25830 CORPORATE EVENTS INCOME 330 330 26160 26160 26160 0 0 0 0 0 0 0 0 0 JAMES D WILLIAMS CFO 155016 0 0 0 0 0 0 0 0 0 155016 0 0 0 X 8 109768 FMV X SUPPLIES 13 10250 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE TAX RETURN IN DETAIL. RETURN IS PROVIDED TO THE FULL BOARD OF DIRECTORS WITH TIME PROVIDED FOR REVIEW AND FEEDBACK PRIOR TO FILING. THE RETURN IS SIGNED BY THE CEO. FORM 990, PART VI, LINE 12B: EXECUTIVE COMMITTE OF THE BOARD OF DIRECTORS REVIEWS DISCLOSURES FOR CONFLICTS OF INTERESTS AND ADDRESSES APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE COMMITTE OF THE BOARD OF DIRECTORS REVIEWS DISCLOSURES FOR CONFLICTS OF INTERESTS AND ADDRESSES APPROPRIATELY. FORM 990, PART VI, SECTION C, LINE 19 SEE SCHEDULE O