2025-03-18T12:04:49-05:00 2024-06-30 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2023-07-01 770009773 OPERA SAN JOSE INCORPORATED OPER 4084374477 2149 PARAGON DRIVE SAN JOSE CA 95131 SHAWNA LUCEY CEO 4084374477 2025-03-16 1 0 EDWARD W DORAN CPA P00841330 6106684200 2025-03-16 2023 2025-03-06 01:10:19Z SHAWNA LUCEY 2149 PARAGON DRIVE SAN JOSE CA 95131 6350612 0 X WWW.OPERASJ.ORG X 1983 CA TO PRODUCE EMOTIONALLY THRILLING ENTERTAINMENT THAT ENGAGES AND REFLECTS OUR DIVERSE SILICON VALLEY COMMUNITY WHILE DEVELOPING THE NEXT GENERATION OF OPERA TALENT. 18 18 581 65 0 0 3842149 3455571 1873875 1639267 162140 798078 18409 -43622 5896573 5849294 0 0 0 0 4336293 4040049 0 0 629704 1970143 2150138 6306436 6190187 -409863 -340893 11574079 11074563 1205359 1054253 10368720 10020310 TO PRODUCE EMOTIONALLY THRILLING ENTERTAINMENT THAT ENGAGES AND REFLECTS OUR DIVERSE SILICON VALLEY COMMUNITY WHILE DEVELOPING THE NEXT GENERATION OF OPERA TALENT. 0 0 4746734 1639267 IN FY2024 OPERA SAN JOS PRESENTED FOUR MAINSTAGE PRODUCTIONS, WITH SIX PERFORMANCES OF EACH OPERA, OVER 15,300 PEOPLE ATTENDING DURING THE SEASON INCLUDING 3,826 FIRST-TIME ATTENDEES. IN THE HEIMAN DIGITAL MEDIA STUDIO, A WORKSHOP OF A NEW OPERA WAS RECORDED, ALONG WITH LIVE STREAMS OF THE RESIDENT ARTIST SHOWCASE AND FOUR BEHIND THE SCENES Q+AS. 74793 COMMUNITY OUTREACH EVENTS INCLUDE SIX BLOCK PARTY CELEBRATIONS, TWO CONCERTS IN THE PARK, DIGITAL LECTURES ON EACH OPERA PRODUCED, AND A TOUR OF LOCAL LIBRARIES REACHING OVER 5,000 PEOPLE THROUGHOUT THE YEAR. 10198 YOUTH EDUCATION INCLUDED FOUR PERFORMANCES OPEN TO SCHOOLS WITH 1055 STUDENTS ATTENDING, BACKSTAGE TOURS, AND A SPECIAL FAMILY DAY PERFORMANCE WITH 150 CHILDREN IN ATTENDANCE. 4831725 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 37 0 1 581 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 VANKATESAN 4084374450 1631 WILLOW STREET SUITE 200 SAN JOSE CA 95125 CATHY LAZARUS PRESIDENT 1.00 X X 0 0 0 MICHAEL KALKSTEIN VICE PRESIDENT 1.00 X X 0 0 0 JANE DECKER SECRETARY 1.00 X X 0 0 0 LAWRENCE KERN TREASURER 1.00 X X 0 0 0 PHYLLIS CASCADE BISMANOVSKY DIRECTOR 1.00 X 0 0 0 MIMI CARLSON DIRECTOR 1.00 X 0 0 0 GEORGE CROW DIRECTOR 1.00 X 0 0 0 JANE DECKER DIRECTOR 1.00 X 0 0 0 JULIE EDGCOMB DIRECTOR 1.00 X 0 0 0 CHARLES F HANES 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 JENNIFER AR HSU DIRECTOR 1.00 X 0 0 0 JEANNE MCCANN DIRECTOR 1.00 X 0 0 0 PRAVESH MEHRA DIRECTOR 1.00 X 0 0 0 GILLIAN MORAN DIRECTOR 1.00 X 0 0 0 DR H ANDREA NEVES DIRECTOR 1.00 X 0 0 0 JOYCE SCOTT DIRECTOR 1.00 X 0 0 0 SHAWNA LUCEY GENERAL DIRECTOR 50.00 X 201335 0 35337 JAMES WILLIAMS CFO UNTIL 12/2023 50.00 X 156539 0 3720 PAIGE SWEETIN MANAGING DIR - INST STRATEGY 50.00 X 115086 0 11476 KATHRYN PREISSNER MANAGING DIR - ARTISTIC, MUSIC, PROD 50.00 X 112030 0 0 584990 0 50533 4 0 1 0 CARLA BEFERA & COMPANY 1404 BRYANT ST PALO ALTO CA 94301 PUBLIC RELATIONS 306337 1 191790 283959 2979822 106664 3455571 MAIN-STAGE PRODUCTION 711110 1384959 1384959 RENTAL AND OTHERS 711110 149319 149319 TICKET FEES 711110 104989 104989 1639267 145142 145142 9840 0 9840 9840 9840 966293 313357 652936 652936 652936 126947 191790 187961 -61014 -61014 MISCELLANEOUS INCOME 711110 7552 7552 7552 5849294 1646819 0 746904 461250 151756 200262 109232 3105154 2787227 45144 272783 4333 614 2554 1165 172062 133839 26207 12016 297250 251642 17869 27739 3537 3537 147675 147675 22500 22500 291047 213899 62591 14557 141938 114762 19365 7811 20679 11593 1820 7266 101077 34496 27187 39394 302374 210757 91465 152 161352 92032 4264 65056 160074 130901 12634 16539 115029 94553 11557 8919 MATERIALS 504822 500942 3880 PRINTING 65837 37186 14611 14040 BANK CARD FEES 64944 48708 16236 MISCELLANEOUS 20791 11145 3887 5759 26462 5673 13629 7160 6190187 4831725 728758 629704 857987 767020 527087 626059 30450 32761 108693 145954 7527277 2703822 4974921 4823455 5074941 4679314 11574079 11074563 279385 196498 925974 857755 1205359 1054253 X 7784036 7017754 2584684 3002556 10368720 10020310 11574079 11074563 -340893 -238853 231336 0 X X 0 1 X 1 0 X 3043741 3642858 3797123 3842149 3455571 17781442 1366445 419221 1748170 1892284 1639267 7065387 4410186 4062079 5545293 5734433 5094838 24846829 276275 522267 1170357 567424 544735 3081058 0 276275 522267 1170357 567424 544735 3081058 21765771 63073 5074 5362 2365 154982 230856 63073 5074 5362 2365 154982 230856 60831 69451 183024 95317 7552 416175 4534090 4136604 5733679 5832115 5257372 25493860 0.85380 0.97660 0.00910 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2459130 343629 2802759 2204749 6537 247844 2459130 2381627 98576 -275454 2204749 2381077 550 2381627 0.16110 0.83890 0 0 2282449 2282449 2634974 2600168 34806 1813558 66894 1746664 766683 7147 759536 29613 29613 0 4823455 X 5587941 -238853 -238853 5826794 22500 22500 5849294 6167687 0 6167687 22500 22500 6190187 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). PURSUANT TO FASB ASC TOPIC 740, INCOME TAXES, THE ORGANIZATION RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION (INCLUDING THE ORGANIZATION'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS RECORDED AS OF JUNE 30,2024. THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION. SEASON OPENING 51900 40200 11700 20234 GALA 173329 143149 30180 116557 2 93508 8441 85067 51170 318737 191790 126947 187961 187961 -61014 X 1 1 X 0 0 0 0 0 0 0 0 0 SHAWNA LUCEY GENERAL DIRECTOR 201335 0 0 0 0 0 8122 0 27215 0 236672 0 0 0 JAMES WILLIAMS CFO UNTIL 12/2023 156539 0 0 0 0 0 3461 0 259 0 160259 0 0 0 PART I, LINE 1A AS PART OF THE TOTAL COMPENSATION PACKAGE FOR THE GENERAL DIRECTOR/CEO, THE BOARD VOTED TO INCLUDE A HOUSING ALLOWANCE STARTING JULY 1, 2023. X 8 99594 STOCK MARKET VALUE X FOOD & BEVERAGE 1 7070 COST 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, SECTION B, LINE 12C EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS DISCLOSURES FOR CONFLICTS OF INTERESTS AND ADDRESSES APPROPRIATELY FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS DISCLOSURES FOR CONFLICTS OF INTERESTS AND ADDRESSES APPROPRIATELY FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON ORGANIZATION WEBSITE,ON GUIDESTAR AND UPON REQUEST FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR