Opera Philadelphia FY2021 filing

Tax-deductible

Philadelphia, PA501(c)(3)Since 1975Arts & CultureEIN 23-1504706Revenue $7.1M in FY2021

On file with the IRSoperaphila.org1420 Locust St Ste 210, 19102-4204 · Philadelphia, PATax-exempt since Dec 1960Publicly supported charity — 170(b)(1)(A)(vi)

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Opera Philadelphia is committed to embracing innovation and developing Opera for the 21st century.

501(c)(3) charity; gifts are tax-deductible.
59¢ of each $1 spent went to programs.
$952K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $186K a year · 2% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$952K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $112K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.0M
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 26 voting members
Looks good: 25 of 26 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.1M
-51% vs prior year
Spent
$7.6M
To programs
59%
Net assets
$6.8M
By yearFY2020–FY2025
Revenue
$7.1M
FY2021▼ -51%
Tap a bar for its year
Revenue by fiscal year
FY2020$14.4M
FY2021$7.1M
FY2022$11.0M
FY2023$9.5M
FY2024$9.4M
FY2025$11.1M
Expenses
$7.6M
FY2021▼ -34%
Tap a bar for its year
Expenses by fiscal year
FY2020$11.5M
FY2021$7.6M
FY2022$9.6M
FY2023$11.9M
FY2024$11.6M
FY2025$11.4M
Net assets
$6.8M
FY2021▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.2M
FY2021$6.8M
FY2022$8.1M
FY2023$5.7M
FY2024$3.6M
FY2025$3.1M

From the FY2021 Form 990 (year ending May 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1960.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $4.5M Management & general 20% · $1.5M Fundraising 21% · $1.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

33 people listed on the 990; $952K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
General Director/President
$232,208Pt VII · Sec A
VP of Development
$154,992Pt VII · Sec A
Chief Financial Officer
$137,661Pt VII · Sec A
SVP of Artistic Opera
$128,161Pt VII · Sec A
VP of Mktg and Communicati
$124,321Pt VII · Sec A
Vice President of Communit
$100,031Pt VII · Sec A
$74,500Pt VII · Sec A
$0Pt VII · Sec A

David Devan’s $329K as President Until 5/31/24 is at the 50th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Devan$329,209$275,000$265,798$232,389$232,208$238,106
David Levy$169,950$169,950$153,593$128,887$128,161$127,003
Anthony Roth Costanzo$159,583—————
Irmajeanne Range$137,192$158,853————
Rachel McCausland———$133,561$154,992$148,318
Frank Luzi—$154,500$144,636$122,246$124,321$126,770
Veronica S Chapman-Smith$141,110$147,767$136,148———
Jeremiah Marks———$110,630$137,661$141,729

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Develops and embraces innovative opera for the 21st century.

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Provided by the organization

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3 programs · $4.5M · in their own filed words · FY2020
01

During this fiscal year, opera philadelphia produced high caliber opera despite COVID-19 limitations by pivoting to a model of live outdoor performances and opera filmed for streaming. The company created a digital studio onstage at the wilma theater for two filmed projects highlighting artistic advisor lawrence brownlee and composer in…

$3.7Mprogram expense
02

In response to the pandemic, and to reach a wider audience and keep existing audiences engaged in opera, the company created and released a streaming ott platform, the opera philadelphia channel.

$723Kprogram expense
03

Community initiatives created reflection & re-vision, a free series that connects the past to the future of opera, exploring and challenging traditional ideas around the canon. The series had 3,189 collective views across the channel, facebook, and OPERAPHILA.ORG.

$145Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
See all 4 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.1M
Ln 12
Gifts and grantsLn 1h$6.9M
Fees for servicesLn 2g$210K
Investment incomeLn 3$16K
Money outPt IX
$7.6M
Ln 25
Programscol B$4.5M
Managementcol C$1.5M
Fundraisingcol D$1.6M
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$9.7M
LiabilitiesLn 26$3.0M
PeoplePt VI, VII
33
listed · VII A
PaidVII A7
Voting boardVI 1a26
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.9M
Government grantsLn 1e$2.8M
Noncash giftsLn 1g$242K
Fundraising eventsLn 1c$145K
Fees for servicesLn 2g$210K
Investment incomeLn 3$16K
Gains on assetsLn 7$5K
Total revenueLn 12$7.1M
Assets in detailPt X, end of year
CashLn 1$1.9M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$263K
Land, buildings, equipmentLn 10c$257K
Other assetsLn 15$271K
Total assetsLn 16$9.7M
LiabilitiesLn 26$3.0M
Net assetsLn 32$6.8M
OperationsPt I, VI
EmployeesI 5421
VolunteersI 649
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.3M$1.9M
InvestmentsLn 11–13$213K$263K
Land, buildings, equipmentLn 10c$401K$257K
Total assetsLn 16$10.5M$9.7M
LiabilitiesLn 26$3.3M$3.0M
Net assetsLn 32$7.2M$6.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$408K$104K$175K$130K
Other salaries and wagesLn 7$3.1M$1.8M$403K$936K
Pension plan contributionsLn 8$110K$39K$44K$27K
Other employee benefitsLn 9$396K$270K$20K$106K
Payroll taxesLn 10$281K$164K$41K$76K
Legal feesLn 11b$106K$92K$15K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$455K$274K$172K$9K
Advertising and promotionLn 12$82K$42K$39K−$17
Office expensesLn 13$93K$79K$13K$992
Information technologyLn 14$220K$45K$174K$549
RoyaltiesLn 15$10K$10K
OccupancyLn 16$263K$165K$98K
TravelLn 17$37K$31K$2K$4K
Conferences, conventions and meetingsLn 19$10K$4K$6K$369
InterestLn 20$57K$57K
Depreciation, depletion and amortizationLn 22$600K$516K$84K
InsuranceLn 23$160K$26K$121K$13K
Other expenses (24a–d)Ln 24$1.2M$861K$29K$264K
All other expensesLn 24e$51K$11K$36K$4K
Total functional expensesLn 25$7.6M$4.5M$1.5M$1.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.1M$11.4M−$280K$3.1M 990 PDF
FY2024 $9.4M$11.6M−$2.2M$3.6M 990 PDF
FY2023 $9.5M$11.9M−$2.4M$5.7M 990 PDF
FY2022 $11.0M$9.6M$1.4M$8.1M 990 PDF
FY2021 Viewing $7.1M$7.6M−$573K$6.8M 990 PDF
FY2020 $14.4M$11.5M$2.9M$7.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $7,077,421 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,050,615$6,867,932
I-9 Program service revenuePrior year $1,313,305$209,643
I-10 Investment incomePrior year $11,594$15,976
I-11 Other revenuePrior year $17,651−$16,130
I-12 Total revenuePrior year $14,393,165$7,077,421
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,064,454$4,329,021
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,441,292$3,320,946
I-18 Total expensesPrior year $11,505,746$7,649,967
I-19 Revenue less expensesPrior year $2,887,419−$572,546
Part VI · Governance 25 of 26 board members independent, no flags
VI-1a Voting members of the governing body26
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,077,421 across 11 lines filed
VIII-1c Fundraising events$144,816
VIII-1e Government grants$2,761,367
VIII-1f All other contributions, gifts and grants$3,961,749
VIII-1g Noncash contributions (included above)$241,709
VIII-1h Total contributions, gifts and grants$6,867,932
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $209,643$209,643
VIII-3 Investment incomeExcluded from tax $10,743$10,743
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,233$5,233
VIII-8 Net income from fundraising eventsExcluded from tax −$29,398−$29,398
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,268$13,268
VIII-12 Total revenueRelated to mission $222,911 · Unrelated business $0 · Excluded from tax −$13,422$7,077,421
Part IX · Statement of functional expenses $7,649,967 across 20 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $103,657 · Management $174,990 · Fundraising $129,571$408,218
IX-7 Other salaries and wagesPrograms $1,795,209 · Management $402,659 · Fundraising $935,682$3,133,550
IX-8 Pension plan contributionsPrograms $38,708 · Management $44,007 · Fundraising $27,391$110,106
IX-9 Other employee benefitsPrograms $270,188 · Management $19,846 · Fundraising $105,639$395,673
IX-10 Payroll taxesPrograms $164,306 · Management $41,115 · Fundraising $76,053$281,474
IX-11b Legal feesPrograms $91,591 · Management $14,786$106,377
IX-11c Accounting feesManagement $20,000$20,000
IX-11g Other fees for servicesPrograms $274,479 · Management $172,280 · Fundraising $8,595$455,354
IX-12 Advertising and promotionPrograms $42,480 · Management $39,141 · Fundraising −$17$81,604
IX-13 Office expensesPrograms $78,808 · Management $13,237 · Fundraising $992$93,037
IX-14 Information technologyPrograms $45,301 · Management $174,475 · Fundraising $549$220,325
IX-15 RoyaltiesPrograms $10,444$10,444
IX-16 OccupancyPrograms $165,328 · Management $97,735$263,063
IX-17 TravelPrograms $31,405 · Management $1,521 · Fundraising $4,091$37,017
IX-19 Conferences, conventions and meetingsPrograms $4,358 · Management $5,632 · Fundraising $369$10,359
IX-20 InterestManagement $57,419$57,419
IX-22 Depreciation, depletion and amortizationPrograms $515,648 · Management $84,124$599,772
IX-23 InsurancePrograms $26,432 · Management $120,992 · Fundraising $12,983$160,407
IX-24 Other expenses (24a–d)Programs $861,322 · Management $29,071 · Fundraising $264,385$1,154,778
IX-24e All other expensesPrograms $10,570 · Management $36,360 · Fundraising $4,060$50,990
IX-25 Total functional expensesPrograms $4,530,234 · Management $1,549,390 · Fundraising $1,570,343$7,649,967
Part X · Balance sheet $9,711,228 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,334,158$1,945,797
X-3 Pledges and grants receivableStart of year $7,715,520$6,146,988
X-4 Accounts receivableStart of year $66,141$6,330
X-9 Prepaid expenses and deferred chargesStart of year $606,282$691,100
X-10c Land, buildings and equipment, netStart of year $400,832$256,930
X-11 Publicly traded securitiesStart of year $212,854$262,706
X-14 Intangible assets$130,105
X-15 Other assetsStart of year $211,554$271,272
X-16 Total assetsStart of year $10,547,341$9,711,228
X-17 Accounts payable and accrued expensesStart of year $480,568$412,615
X-19 Deferred revenueStart of year $823,347$424,983
X-26 Total liabilitiesStart of year $3,323,199$2,958,707
X-27 Net assets without donor restrictionsStart of year $1,121,916$2,476,841
X-28 Net assets with donor restrictionsStart of year $6,102,226$4,275,680
X-32 Total net assets or fund balancesStart of year $7,224,142$6,752,521
X-33 Total liabilities and net assetsStart of year $10,547,341$9,711,228
Part XI · Reconciliation of net assets $6,752,521 net assets at year end
XI-1 Total revenue$7,077,421
XI-2 Total expenses$7,649,967
XI-3 Revenue less expenses−$572,546
XI-4 Net assets at start of year$7,224,142
XI-5 Net unrealized gains (losses) on investments$100,923
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,752,521

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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