Nonprofit · EIN 20-2533756
OPERA CAROLINA ENDOWMENT
Tax-exempt · CHARLOTTE, NC 28204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $268,064 | $331,677 | -$63,613 | $3,902,772 | $0 | $3,902,772 |
| June 30, 2023 | 990 | $61,912 | $150,207 | -$88,295 | $4,076,497 | $0 | $4,076,497 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $268,064
- Net gain from sales of assets
- $238,257
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $318,007
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $318,007
- Management and general (functional)
- $13,670
Balance sheet and other
- Total assets, start of year
- $4,076,497
- Total assets, end of year
- $3,902,772
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,902,772
- Publicly traded securities
- $1,004,451
- Net assets without donor restrictions
- $189,643
- Net assets with donor restrictions
- $3,713,129
- Gross receipts
- $268,064
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2004
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMES MEENA | PRESIDENT Officer | 1 | $0 | $77,393 |
| THOMAS HUGHES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| C WELLS HALL III | SECRETARY Trustee or director | 1 | $0 | $0 |
| STEPHEN PHILIPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROOKS CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK BONCIMINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| W THAD ADAMS III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE EDMISTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMES MEENA | PRESIDENT Officer | 1 | $0 | $120,502 |
| THOMAS HUGHES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| C WELLS HALL III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN PHILIPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROOKS CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK BONCIMINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| W THAD ADAMS III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE EDMISTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 ELIZABETH AVE, CHARLOTTE, NC 28204-2511
- In care of
- % JAMES MEENA
- Principal officer (990 for 2023)
- JAMES MEENA, 1600 ELIZABETH AVE, CHARLOTTE, NC 28204
- Signed the 990
- JAMES MEENA, PRESIDENT
- Phone
- (704) 332-7177
- Website
- WWW.OPERACAROLINA.ORG
- Return prepared by
- PRAGER METIS CPAS LLC
Mission
TO SUPPORT THE ONGOING EDUCATIONAL AND CULTURAL ACTIVITIES OF OPERA CAROLINA.
Program accomplishments
- MANAGED THE INVESTMENTS OF OPERA CAROLINA'S ENDOWMENT IN A FISCALLY SOUND MANNER TO MAXIMIZE THE FUNDS AVAILABLE TO OPERA CAROLINA FOR PROGRAMS AND OPERA PRODUCTIONS.Expenses $318,007 · grants $318,007
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2533756
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6A)
- Assets (IRS master file)
- $3,902,772
- Income (IRS master file)
- $268,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $268,064 | $331,677 | $3,902,772 | XML |
| 990 | June 2023 | $61,912 | $150,207 | $4,076,497 | XML |
| 990 | June 2022 | $16,145 | $0 | $4,163,276 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2533756).
Questions about OPERA CAROLINA ENDOWMENT
- What is the EIN of OPERA CAROLINA ENDOWMENT?
- The employer identification number (EIN) of OPERA CAROLINA ENDOWMENT is 20-2533756.
- Is OPERA CAROLINA ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to OPERA CAROLINA ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OPERA CAROLINA ENDOWMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OPERA CAROLINA ENDOWMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERA CAROLINA ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of OPERA CAROLINA ENDOWMENT?
- The 990 for the year ended June 30, 2024 names JAMES MEENA.
- Who are the officers and directors of OPERA CAROLINA ENDOWMENT?
- The 990 for the year ended June 30, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does OPERA CAROLINA ENDOWMENT have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $268,064, expenses of $331,677 and total assets of $3,902,772 at year end.
Other nonprofits in CHARLOTTE
- NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION EIN 58-1791724 · last filed 990 for 2025
- ROOF ABOVE INC EIN 56-1837620 · last filed 990 for 2025
- CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC EIN 56-6011568 · last filed 990 for 2025
- CHARLOTTE BALLET EIN 58-1314711 · last filed 990 for 2025
- DISCOVERY PLACE INC EIN 56-0529944 · last filed 990 for 2025
- MINT MUSEUM OF ART INC EIN 56-0670666 · last filed 990 for 2025
- ARTS SCIENCES & CULTURAL COUNCIL OF CHARLOTTE-MECKLENBURG INC EIN 99-4002299 · last filed 990 for 2025
- CCCP COMMUNITY TRUST EIN 01-0554275 · last filed 990 for 2025
All nonprofits in CHARLOTTE · North Carolina · Arts, culture and humanities