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Nonprofit · EIN 23-7207572

OPERA BIRMINGHAM

Tax-exempt · BIRMINGHAM, AL 35222

Financials

$728K$883K2023$668K$476K2024
Revenue Expenses · by fiscal year end
Financials of OPERA BIRMINGHAM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$668,014$476,369$191,645$1,241,923$121,391$1,120,532
June 30, 2024990$728,295$883,478-$155,183$963,583$259,070$704,513
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$357,622
Program service revenue
$37,186
Investment income
$273,206
Net gain from sales of assets
$267,619
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$2,100
Other salaries and wages
$156,837
Salaries, compensation and benefits (total)
$203,257
Professional fundraising fees
$0
Accounting fees
$4,195
Occupancy
$55,250
Program services (functional)
$298,215
Management and general (functional)
$88,937
Fundraising (functional)
$89,217

Balance sheet and other

Total assets, start of year
$963,583
Total assets, end of year
$1,241,923
Total liabilities, end of year
$121,391
Net assets, end of year
$1,120,532
Net assets without donor restrictions
$222,651
Net assets with donor restrictions
$897,881
Gross receipts
$872,770
Employees
8
Volunteers
19
Year formed
1959
State of legal domicile
AL

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEITH WOLFE- HUGHESGENERAL DIRECTOR
Officer
40$2,100
T BROOKS PROCTORPRESIDENT
Trustee or director, Officer
0.5$0
TOM BARNETTTREASURER
Trustee or director, Officer
0.5$0
MARY K JACKSONRECORDING SECRETARY
Trustee or director, Officer
0.5$0
MARTHA PEZROWCORRESPONDING SECRETARY
Trustee or director, Officer
0.5$0
DAVID P DONAHUEDIRECTOR
Trustee or director
0$0
BRIAN VILIUNASDIRECTOR
Trustee or director
0$0
HEYWARD C HOSCH IIIDIRECTOR
Trustee or director
0$0
DR JULIUS E LINNDIRECTOR
Trustee or director
0$0
MATTHEW PENFIELDVICE PRESIDENT
Trustee or director
0$0
LEE L WOEHLEDIRECTOR
Trustee or director
0$0
NICOLE KINGDIRECTOR
Trustee or director
0$0
KATY OTTENSMEYERDIRECTOR
Trustee or director
0$0
KEITH ROGERS IIIDIRECTOR
Trustee or director
0$0
JANE HINDSDIRECTOR
Trustee or director
0$0
5 more people on this return
NameTitleHours / weekCompensation
DORINDA SMITHDIRECTOR
Trustee or director
0$0
TODD CAMPBELLDIRECTOR
Trustee or director
0$0
ANN THOMASDIRECTOR
Trustee or director
0$0
KARYN UPTAINDIRECTOR
Trustee or director
0$0
NATALIE BERGERON CARSONGENERAL DIRECTOR
Officer
40$0
990 for the year ended June 30, 2024: 17 people
NameTitleHours / weekCompensationOther / benefits
KEITH WOLFE- HUGHESGENERAL DIRECTOR
Officer
40$87,436$1,882
T BROOKS PROCTORPRESIDENT
Trustee or director, Officer
0.5$0$0
TOM BARNETTTREASURER
Trustee or director, Officer
0.5$0$0
MARY K JACKSONRECORDING SECRETARY
Trustee or director, Officer
0.5$0$0
MARTHA PEZROWCORRESPONDING SECRETARY
Trustee or director, Officer
0.5$0$0
TRACEY MORANT ADAMSDIRECTOR
Trustee or director
0$0$0
DAVID P DONAHUEDIRECTOR
Trustee or director
0$0$0
SHERRI HICKMANDIRECTOR
Trustee or director
0$0$0
HEYWARD C HOSCH IIIDIRECTOR
Trustee or director
0$0$0
DR JULIUS E LINNDIRECTOR
Trustee or director
0$0$0
MATTHEW PENFIELDDIRECTOR
Trustee or director
0$0$0
LEE L WOEHLEDIRECTOR
Trustee or director
0$0$0
NICOLE KINGDIRECTOR
Trustee or director
0$0$0
KATY OTTENSMEYERDIRECTOR
Trustee or director
0$0$0
KEITH ROGERS IIIDIRECTOR
Trustee or director
0$0$0
JANE HINDSDIRECTOR
Trustee or director
0$0$0
DORINDA SMITHDIRECTOR
Trustee or director
0$0$0

Address and contacts

Address (IRS master file)
3601 6TH AVE S, BIRMINGHAM, AL 35222-2407
Principal officer (990 for 2024)
NATALIE BERGERON CARSON, 3601 SIXTH AVE SOUTH, BIRMINGHAM, AL 35222
Signed the 990
NATALIE BERGERON CARSON, MANAGING DIRECTOR
Phone
(205) 322-6737
Return prepared by
BORLAND BENEFIELD PC

Mission

OPERA BIRMINGHAM IS COMMITTED TO CREATING THE FINEST PROFESSIONAL OPERA PRODUCTIONS, DEVELOPING TALENT THROUGH COMPETITION AND EXPOSURE TO MAJOR ARTISTS, AND PROMOTING THE OPERATIC ART FORM THROUGH COMMUNITY-WIDE EDUCATION AND OUTREACH.

990 for the year ended June 30, 2025

Program accomplishments

  • MAIN-STAGE PRODUCTION:OPERA PRODUCTION AND EDUCATIONAL/COMMUNITY OUTREACH
    Expenses $298,215 · revenue $37,186

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7207572
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1959
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,241,923
Income (IRS master file)
$872,770

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$668,014$476,369$1,241,923IRS
990June 2024$728,295$883,478$963,583XML
990June 2023$592,267$726,558$1,131,220IRS
990June 2022$594,696$647,694$1,161,984IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 23-7207572).

Questions about OPERA BIRMINGHAM

What is the EIN of OPERA BIRMINGHAM?
The employer identification number (EIN) of OPERA BIRMINGHAM is 23-7207572.
Is OPERA BIRMINGHAM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to OPERA BIRMINGHAM tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OPERA BIRMINGHAM 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 BIRMINGHAM 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 BIRMINGHAM last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of OPERA BIRMINGHAM?
The 990 for the year ended June 30, 2025 names NATALIE BERGERON CARSON.
Who are the officers and directors of OPERA BIRMINGHAM?
The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $2,100 (KEITH WOLFE- HUGHES, GENERAL DIRECTOR).
How much revenue does OPERA BIRMINGHAM have?
On its 990 for the year ended June 30, 2025 it reported revenue of $668,014, expenses of $476,369 and total assets of $1,241,923 at year end.

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