To produce emotionally thrilling entertainment that engages and reflects our diverse silicon valley community while developing the next generation of Opera talent.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Run by 65 volunteers and 581 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
3 of 6
filings with a surplus
Average surplus $377K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$329K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $5.2M in investments, Pt X · Ln 11–13
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $762K
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.3M
+25% vs prior year
Spent
$6.3M
To programs
75%
Net assets
$10.6M
By yearFY2020–FY2025
Revenue
$7.3M
FY2025▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.5M
FY2021$4.1M
FY2022$5.7M
FY2023$5.9M
FY2024$5.8M
FY2025$7.3M
Expenses
$6.3M
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.6M
FY2021$2.7M
FY2022$5.1M
FY2023$6.3M
FY2024$6.2M
FY2025$6.3M
Net assets
$10.6M
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.3M
FY2021$10.6M
FY2022$10.5M
FY2023$10.4M
FY2024$10.0M
FY2025$10.6M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1984.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $4.7M Management & general 12% · $777K Fundraising 13% · $826K

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

21 people listed on the 990; $329K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
General Director
$239,561Pt VII · Sec A
Chief Operating Officer
$89,114Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shawna Lucey’s $240K as General Director is at the 92nd percentile of top reported officer pay among 3924 $1–10M 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
Shawna Lucey$239,561$201,335$184,423$93,129——
James Williams—$156,539———$58,558
James D Williams——$150,000$155,016$136,519—
Khori Dastoor———$83,681$154,212$40,615
Aaron Nicholson—————$129,477
Paige Sweetin$89,114$115,086$109,538———
Claire Padien-Havens————$113,616—
Kathryn Preissner—$112,030————

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.

See Opera San Jose Incorporated executive salaries →

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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 15aNo

Programs and updates

Presents high-quality opera performances for local communities.

Questions for Opera San Jose Incorporated

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Provided by the organization

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3 programs · $4.7M · in their own filed words · FY2024
01

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.

$4.6Mprogram expense
02

Community outreach events included free public performances, including "opera on first", library performances and "opera in the park", reaching over 6,000 people.

$81Kprogram expense
03

Youth education preparation for a singer academy, backstage tours, opportunity for students to attend four mainstage performances with 1,180 students attending.

$17Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 11 funders →
Grants paid · 1 grant · $276K · 2019–2019

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$7.3M
Ln 12
Gifts and grantsLn 1h$5.2M
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$320K
Money outPt IX
$6.3M
Ln 25
Programscol B$4.7M
Managementcol C$777K
Fundraisingcol D$826K
Owns and owesPt X
$10.6M
net assets · Ln 32
Cash and savingsLn 1–2$997K
Total assetsLn 16$12.2M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
21
listed · VII A
PaidVII A2
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.2M
Government grantsLn 1e$775K
Noncash giftsLn 1g$112K
Fundraising eventsLn 1c$323K
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$320K
Other incomeLn 4–11$595
Gains on assetsLn 7$179K
Total revenueLn 12$7.3M
Assets in detailPt X, end of year
CashLn 1$997K
Cash and savings togetherLn 1–2$997K
InvestmentsLn 11–13$5.2M
Land, buildings, equipmentLn 10c$4.7M
Total assetsLn 16$12.2M
LiabilitiesLn 26$1.6M
Net assetsLn 32$10.6M
OperationsPt I, VI
EmployeesI 5581
VolunteersI 665
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$767K$997K
InvestmentsLn 11–13$4.7M$5.2M
Land, buildings, equipmentLn 10c$4.8M$4.7M
Total assetsLn 16$11.1M$12.2M
LiabilitiesLn 26$1.1M$1.6M
Net assetsLn 32$10.0M$10.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$390K$150K$119K$121K
Other salaries and wagesLn 7$3.2M$2.8M$119K$329K
Pension plan contributionsLn 8$7K$4K$366$2K
Other employee benefitsLn 9$222K$188K$6K$29K
Payroll taxesLn 10$308K$255K$19K$33K
Legal feesLn 11b$18K$18K
Accounting feesLn 11c$197K$197K
Other fees for servicesLn 11g$476K$334K$70K$72K
Office expensesLn 13$20K$8K$8K$5K
Information technologyLn 14$128K$58K$41K$30K
OccupancyLn 16$379K$259K$120K
TravelLn 17$189K$85K$3K$102K
Depreciation, depletion and amortizationLn 22$147K$119K$10K$18K
InsuranceLn 23$108K$89K$6K$13K
Other expenses (24a–d)Ln 24$522K$431K$21K$70K
All other expensesLn 24e$27K$3K$20K$4K
Total functional expensesLn 25$6.3M$4.7M$777K$826K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $7.3M$6.3M$981K$10.6M 990 PDF
FY2024 $5.8M$6.2M−$341K$10.0M 990 PDF
FY2023 $5.9M$6.3M−$410K$10.4M 990 PDF
FY2022 $5.7M$5.1M$622K$10.5M 990 PDF
FY2021 $4.1M$2.7M$1.4M$10.6M 990 PDF
FY2020 $4.5M$4.6M−$38K$7.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $7,319,668 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,455,571$5,160,910
I-9 Program service revenuePrior year $1,639,267$1,838,163
I-10 Investment incomePrior year $798,078$320,000
I-11 Other revenuePrior year −$43,622$595
I-12 Total revenuePrior year $5,849,294$7,319,668
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 $4,040,049$4,126,602
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,150,138$2,212,468
I-18 Total expensesPrior year $6,190,187$6,339,070
I-19 Revenue less expensesPrior year −$340,893$980,598
Part VI · Governance 19 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $7,319,668 across 12 lines filed
VIII-1c Fundraising events$323,279
VIII-1e Government grants$774,937
VIII-1f All other contributions, gifts and grants$4,062,694
VIII-1g Noncash contributions (included above)$111,845
VIII-1h Total contributions, gifts and grants$5,160,910
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,838,163$1,838,163
VIII-3 Investment incomeExcluded from tax $140,842$140,842
VIII-6 Net rental income or lossExcluded from tax $28,153$28,153
VIII-7 Net gain or loss on sales of assetsExcluded from tax $179,158$179,158
VIII-8 Net income from fundraising eventsExcluded from tax −$31,008−$31,008
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,450$3,450
VIII-12 Total revenueRelated to mission $1,841,613 · Unrelated business $0 · Excluded from tax $317,145$7,319,668
Part IX · Statement of functional expenses $6,339,070 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $149,569 · Management $118,853 · Fundraising $121,341$389,763
IX-7 Other salaries and wagesPrograms $2,752,362 · Management $119,009 · Fundraising $328,639$3,200,010
IX-8 Pension plan contributionsPrograms $4,401 · Management $366 · Fundraising $1,814$6,581
IX-9 Other employee benefitsPrograms $187,677 · Management $5,820 · Fundraising $28,834$222,331
IX-10 Payroll taxesPrograms $255,276 · Management $19,304 · Fundraising $33,337$307,917
IX-11b Legal feesManagement $17,747$17,747
IX-11c Accounting feesManagement $197,113$197,113
IX-11g Other fees for servicesPrograms $334,293 · Management $69,789 · Fundraising $71,890$475,972
IX-13 Office expensesPrograms $8,081 · Management $7,516 · Fundraising $4,853$20,450
IX-14 Information technologyPrograms $58,412 · Management $40,523 · Fundraising $29,503$128,438
IX-16 OccupancyPrograms $259,007 · Management $120,018$379,025
IX-17 TravelPrograms $85,313 · Management $2,564 · Fundraising $101,602$189,479
IX-22 Depreciation, depletion and amortizationPrograms $119,099 · Management $10,099 · Fundraising $18,188$147,386
IX-23 InsurancePrograms $88,709 · Management $6,079 · Fundraising $12,877$107,665
IX-24 Other expenses (24a–d)Programs $430,853 · Management $21,457 · Fundraising $70,006$522,316
IX-24e All other expensesPrograms $2,932 · Management $20,332 · Fundraising $3,613$26,877
IX-25 Total functional expensesPrograms $4,735,984 · Management $776,589 · Fundraising $826,497$6,339,070
Part X · Balance sheet $12,204,310 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $767,020$997,078
X-3 Pledges and grants receivableStart of year $626,059$1,088,752
X-4 Accounts receivableStart of year $32,761$71,167
X-9 Prepaid expenses and deferred chargesStart of year $145,954$154,338
X-10c Land, buildings and equipment, netStart of year $4,823,455$4,706,579
X-11 Publicly traded securitiesStart of year $4,679,314$5,186,396
X-16 Total assetsStart of year $11,074,563$12,204,310
X-17 Accounts payable and accrued expensesStart of year $196,498$187,067
X-19 Deferred revenueStart of year $857,755$734,921
X-25 Other liabilitiesStart of year $0$660,583
X-26 Total liabilitiesStart of year $1,054,253$1,582,571
X-27 Net assets without donor restrictionsStart of year $7,017,754$6,715,160
X-28 Net assets with donor restrictionsStart of year $3,002,556$3,906,579
X-32 Total net assets or fund balancesStart of year $10,020,310$10,621,739
X-33 Total liabilities and net assetsStart of year $11,074,563$12,204,310
Part XI · Reconciliation of net assets $10,621,739 net assets at year end
XI-1 Total revenue$7,319,668
XI-2 Total expenses$6,339,070
XI-3 Revenue less expenses$980,598
XI-4 Net assets at start of year$10,020,310
XI-5 Net unrealized gains (losses) on investments$281,413
XI-9 Other changes in net assets−$660,583
XI-10 Net assets at end of year$10,621,739

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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