Nonprofit · EIN 77-0009773
OPERA SAN JOSE INCORPORATED
Tax-exempt · SAN JOSE, CA 95131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,319,668 | $6,339,070 | $980,598 | $12,204,310 | $1,582,571 | $10,621,739 |
| June 30, 2024 | 990 | $5,849,294 | $6,190,187 | -$340,893 | $11,074,563 | $1,054,253 | $10,020,310 |
| June 30, 2023 | 990 | $5,896,573 | $6,306,436 | -$409,863 | $11,574,079 | $1,205,359 | $10,368,720 |
| June 30, 2022 | 990 | $5,708,046 | $5,086,225 | $621,821 | $12,036,831 | $1,572,337 | $10,464,494 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,160,910
- of which government grants
- $774,937
- Program service revenue
- $1,838,163
- Investment income
- $320,000
- Net rental income
- $28,153
- Net gain from sales of assets
- $179,158
- Net income from fundraising events
- -$31,008
- Other revenue
- $595
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $389,763
- Other salaries and wages
- $3,200,010
- Salaries, compensation and benefits (total)
- $4,126,602
- Professional fundraising fees
- $0
- Legal fees
- $17,747
- Accounting fees
- $197,113
- Occupancy
- $379,025
- Travel
- $189,479
- Depreciation
- $147,386
- Program services (functional)
- $4,735,984
- Management and general (functional)
- $776,589
- Fundraising (functional)
- $826,497
Balance sheet and other
- Total assets, start of year
- $11,074,563
- Total assets, end of year
- $12,204,310
- Total liabilities, end of year
- $1,582,571
- Net assets, end of year
- $10,621,739
- Land, buildings and equipment
- $4,706,579
- Publicly traded securities
- $5,186,396
- Net assets without donor restrictions
- $6,715,160
- Net assets with donor restrictions
- $3,906,579
- Gross receipts
- $7,481,341
- Employees
- 581
- Volunteers
- 65
- Year formed
- 1983
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHAWNA LUCEY | GENERAL DIRECTOR Officer | 50 | $239,561 | $41,121 |
| PAIGE SWEETIN | CHIEF OPERATING OFFICER Officer | 50 | $89,114 | $8,072 |
| CATHY LAZARUS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL KALKSTEIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JANE DECKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAWRENCE KERN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MIMI CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE CROW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES F HANES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PROF JOHN HEINEKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEGGY HEIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER AR HSU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNE MCCANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PRAVESH MEHRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GILLIAN MORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR H ANDREA NEVES | DIRECTOR Trustee or director | 1 | $0 |
| JOYCE SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| MARK CHAMBERS-BRAY | DIRECTOR Trustee or director | 1 | $0 |
| NILAB HESSABI | DIRECTOR Trustee or director | 1 | $0 |
| MATT BORNSKI | DIRECTOR Trustee or director | 1 | $0 |
| OCEANE LI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHAWNA LUCEY | GENERAL DIRECTOR Officer | 50 | $201,335 | $35,337 |
| JAMES WILLIAMS | CFO UNTIL 12/2023 Officer | 50 | $156,539 | $3,720 |
| PAIGE SWEETIN | MANAGING DIR - INST STRATEGY Officer | 50 | $115,086 | $11,476 |
| KATHRYN PREISSNER | MANAGING DIR - ARTISTIC, MUSIC, PROD Highest-paid employee | 50 | $112,030 | $0 |
| CATHY LAZARUS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL KALKSTEIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JANE DECKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAWRENCE KERN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PHYLLIS CASCADE BISMANOVSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIMI CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE CROW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE EDGCOMB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES F HANES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PROF JOHN HEINEKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEGGY HEIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER AR HSU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNE MCCANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PRAVESH MEHRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GILLIAN MORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR H ANDREA NEVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOYCE SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWNA LUCEY | GEN. DIRECTOR Trustee or director, Officer | 50 | $184,423 |
| JAMES D WILLIAMS | CFO Officer | 50 | $150,000 |
| PAIGE SWEETIN | DEVELOPMENT DIRECTOR Key employee | 50 | $109,538 |
| PRAVESH MEHRA | DIRECTOR Trustee or director | 1 | $0 |
| CATHY R LAZARUS | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE CROW | DIRECTOR Trustee or director | 1 | $0 |
| DR H ANDREA NEVES | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS BISMANOVSKY | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER A R HSU | DIRECTOR Trustee or director, Officer | 3 | $0 |
| JEANNE MCCANN | DIRECTOR Trustee or director | 1 | $0 |
| JANE DECKER | DIRECTOR Trustee or director | 1 | $0 |
| JOYCE SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| JULIE EDGCOMB | DIRECTOR Trustee or director | 1 | $0 |
| PROF JOHN HEINEKE | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY HEIMAN | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES HANES | DIRECTOR Trustee or director, Officer | 3 | $0 |
| MICHAEL H KALKSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| LARRY KERN | DIRECTOR Trustee or director | 1 | $0 |
| GILLIAN MORAN | DIRECTOR Trustee or director, Officer | 5 | $0 |
| MIMI CARLSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2022: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D WILLIAMS | CFO Officer | 50 | $155,016 |
| SHAWNA LUCEY | GEN. DIRECTOR Trustee or director, Officer | 50 | $93,129 |
| KHORI DASTOOR | GEN. DIRECTOR Trustee or director, Officer | 50 | $83,681 |
| PRAVESH MEHRA | DIRECTOR Trustee or director | 1 | $0 |
| CATHY R LAZARUS | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE CROW | DIRECTOR Trustee or director | 1 | $0 |
| DR H ANDREA NEVES | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS BISMANOVSKY | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER A R HSU | DIRECTOR Trustee or director, Officer | 3 | $0 |
| JEANNE MCCANN | DIRECTOR Trustee or director | 1 | $0 |
| JANE DECKER | DIRECTOR Trustee or director | 1 | $0 |
| NERIC JORGENSEN | DIRECTOR Trustee or director | 1 | $0 |
| JULIE EDGCOMB | DIRECTOR Trustee or director | 1 | $0 |
| PROF JOHN HEINEKE | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY HEIMAN | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES HANES | DIRECTOR Trustee or director, Officer | 3 | $0 |
| MICHAEL H KALKSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| LARRY KERN | DIRECTOR Trustee or director | 1 | $0 |
| GILLIAN MORAN | DIRECTOR Trustee or director, Officer | 5 | $0 |
| MIMI CARLSON | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 149 PARAGON DRIVE, SAN JOSE, CA 95131-0000
- Principal officer (990 for 2024)
- SHAWNA LUCEY, 345 S 1ST STREET, SAN JOSE, CA 95113
- Signed the 990
- SHAWNA LUCEY, CEO
- Phone
- (408) 437-4450
- Website
- WWW.OPERASJ.ORG
- Return prepared by
- ISDANER & COMPANY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0009773 or by the name OPERA SAN JOSE INCORPORATED.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PRODUCE EMOTIONALLY THRILLING ENTERTAINMENT THAT ENGAGES AND REFLECTS OUR DIVERSE SILICON VALLEY COMMUNITY WHILE DEVELOPING THE NEXT GENERATION OF OPERA TALENT.
Program accomplishments
- IN FY25 OPERA SAN JOSE PRESENTED FOUR MAINSTAGE PRODUCTIONS, WITH SIX PERFORMANCES OF EACH OPERA, ROUGHLY 15,104 PEOPLE ATTENDING DURING THE SEASON. IN THE HEIMAN DIGITAL STUDIO, SHOWCASES OF THE RESIDENT ARTIST ARE LIVESTREAMED, A RECITAL AND BEHIND THE SCENES QUESTION AND ANSWER SESSIONS ARE STREAMED.Expenses $4,637,614 · revenue $1,838,163
- COMMUNITY OUTREACH EVENTS INCLUDED FREE PUBLIC PERFORMANCES, INCLUDING "OPERA ON FIRST", LIBRARY PERFORMANCES AND "OPERA IN THE PARK", REACHING OVER 6,000 PEOPLE.Expenses $81,206
- YOUTH EDUCATION PREPARATION FOR A SINGER ACADEMY, BACKSTAGE TOURS, OPPORTUNITY FOR STUDENTS TO ATTEND FOUR MAINSTAGE PERFORMANCES WITH 1,180 STUDENTS ATTENDING.Expenses $17,164
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 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0009773
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6A0)
- Assets (IRS master file)
- $12,204,310
- Income (IRS master file)
- $7,481,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,319,668 | $6,339,070 | $12,204,310 | IRS |
| 990 | June 2024 | $5,849,294 | $6,190,187 | $11,074,563 | XML |
| 990 | June 2023 | $5,896,573 | $6,306,436 | $11,574,079 | XML |
| 990 | June 2022 | $5,708,046 | $5,086,225 | $12,036,831 | XML |
| 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 77-0009773).
Questions about OPERA SAN JOSE INCORPORATED
- What is the EIN of OPERA SAN JOSE INCORPORATED?
- The employer identification number (EIN) of OPERA SAN JOSE INCORPORATED is 77-0009773.
- Is OPERA SAN JOSE INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to OPERA SAN JOSE INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OPERA SAN JOSE INCORPORATED 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 SAN JOSE INCORPORATED 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 SAN JOSE INCORPORATED 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 SAN JOSE INCORPORATED?
- The 990 for the year ended June 30, 2025 names SHAWNA LUCEY.
- Who are the officers and directors of OPERA SAN JOSE INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $239,561 (SHAWNA LUCEY, GENERAL DIRECTOR).
- How much revenue does OPERA SAN JOSE INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,319,668, expenses of $6,339,070 and total assets of $12,204,310 at year end.
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