Long Beach Opera FY2023 filing

Engaging people through provocative meaningful experiences that challenge, connect and inspire. Long Beach Opera produces operas in performing arts venues in Long Beach and regionally, and produces Opera for youth in schools.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$125K 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

FY2023 · 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
5 of 6
filings with a surplus
Average surplus $171K a year · 10% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$125K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $573K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$347K
82% of total assets
Concern: liabilities are 82% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
-3% vs prior year
Spent
$1.7M
To programs
72%
Net assets
$77K
By yearFY2020–FY2025
Revenue
$1.8M
FY2023▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.8M
FY2023$1.8M
FY2024$1.8M
FY2025$2.7M
Expenses
$1.7M
FY2023▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.9M
FY2023$1.7M
FY2024$1.6M
FY2025$2.0M
Net assets
$77K
FY2023▼ -30%
Tap a bar for its year
Net assets by fiscal year
FY2020−$12K
FY2021$186K
FY2022$111K
FY2023$77K
FY2024$185K
FY2025$815K

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Jul 1979.

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

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $1.2M Management & general 19% · $313K Fundraising 9% · $158K

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

Who runs it and what they're paid

15 people listed on the 990; $125K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director and CEO
$125,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Marjorie Beale’s $101K as Interim Executive Director is at the 34th percentile of top reported officer pay among 3925 $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 · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jennifer Rivera——$125,000$98,717$102,874$99,000
Jennifer Rivera to Feb 2024—$118,378————
Marjorie Beale$100,962—————
Andreas Mitisek—————$82,000

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 Long Beach Opera executive salaries →

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

Produces provocative operas that challenge, connect, and inspire audiences.

Questions for Long Beach Opera

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Your first name shows with your question. Long Beach Opera answers here, for everyone.

2 programs · $1.2M · in their own filed words · FY2022
01

In fy 23, long beach opera presented four distinct programs the world premiere of kate sopers the romance of the rose at the warner grand theatre in san pedro 1176 attendees which was received to national critical acclaim chris emiles the horse, a dance opera and installation piece performed at rancho los alamitos in long beach 215…

$1.2Mprogram expense
02

Opera encounter is lbos education initiative. It includes opera performances in schools and discounted tickets to students and low-income families for dress rehearsals. The program generally includes serving several schools and as many as 1500 students per year.

$9Kprogram 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 · FY2024
See all 6 funders →

By the numbers

Org confirmed 0 of 10 linesconfirmednot yet

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$133K
Investment incomeLn 3$84
Money outPt IX
$1.7M
Ln 25
Programscol B$1.2M
Managementcol C$313K
Fundraisingcol D$158K
Owns and owesPt X
$77K
net assets · Ln 32
Cash and savingsLn 1–2$151K
Total assetsLn 16$424K
LiabilitiesLn 26$347K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$566K
Noncash giftsLn 1g$231K
Fees for servicesLn 2g$133K
Investment incomeLn 3$84
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$151K
Cash and savings togetherLn 1–2$151K
Total assetsLn 16$424K
LiabilitiesLn 26$347K
Net assetsLn 32$77K
OperationsPt I, VI
EmployeesI 537
VolunteersI 625
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 FY23End FY23
Cash and savingsLn 1–2$134K$151K
Total assetsLn 16$303K$424K
LiabilitiesLn 26$192K$347K
Net assetsLn 32$111K$77K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$134K$67K$40K$27K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$455K$302K$74K$78K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$10K$10K
Payroll taxesLn 10$44K$29K$7K$9K
Management feesLn 11a$0
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$24K$22K$2K
Office expensesLn 13$13K$326$12K$305
Information technologyLn 14$6K$2K$4K
RoyaltiesLn 15$15K$15K
OccupancyLn 16$69K$15K$55K
TravelLn 17$47K$46K$629$244
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$8K$8K$26$98
InterestLn 20$7K$7K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$28K$28K
Other expenses (24a–d)Ln 24$799K$711K$45K$42K
All other expensesLn 24e$16K$4K$11K
Total functional expensesLn 25$1.7M$1.2M$313K$158K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.7M$2.0M$635K$815K 990 PDF
FY2024 $1.8M$1.6M$152K$185K 990 PDF
FY2023 Viewing $1.8M$1.7M$60K$77K 990 PDF
FY2022 $1.8M$1.9M−$74K$111K 990 PDF
FY2021 $1.4M$1.2M$197K$186K 990 PDF
FY2020 $1.2M$1.1M$55K−$12K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,753,430 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,667,040$1,620,487
I-9 Program service revenuePrior year $139,161$132,859
I-10 Investment incomePrior year $230$84
I-11 Other revenue$0
I-12 Total revenuePrior year $1,806,431$1,753,430
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $650,883$641,838
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,229,405$1,051,421
I-18 Total expensesPrior year $1,880,288$1,693,259
I-19 Revenue less expensesPrior year −$73,857$60,171
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $1,753,430 across 7 lines filed
VIII-1e Government grants$566,257
VIII-1f All other contributions, gifts and grants$1,054,230
VIII-1g Noncash contributions (included above)$231,143
VIII-1h Total contributions, gifts and grants$1,620,487
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $132,859$132,859
VIII-3 Investment incomeExcluded from tax $84$84
VIII-12 Total revenueRelated to mission $132,859 · Excluded from tax $84$1,753,430
Part IX · Statement of functional expenses $1,693,259 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $66,805 · Management $40,083 · Fundraising $26,722$133,610
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $302,196 · Management $74,376 · Fundraising $77,948$454,520
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $9,601$9,601
IX-10 Payroll taxesPrograms $28,599 · Management $6,995 · Fundraising $8,513$44,107
IX-11a Management fees$0
IX-11b Legal feesManagement $3,710$3,710
IX-11c Accounting feesManagement $16,200$16,200
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $21,946 · Fundraising $2,177$24,123
IX-13 Office expensesPrograms $326 · Management $12,154 · Fundraising $305$12,785
IX-14 Information technologyPrograms $1,782 · Management $3,869$5,651
IX-15 RoyaltiesPrograms $15,363$15,363
IX-16 OccupancyPrograms $14,733 · Management $54,750$69,483
IX-17 TravelPrograms $46,338 · Management $629 · Fundraising $244$47,211
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $7,656 · Management $26 · Fundraising $98$7,780
IX-20 InterestManagement $6,655$6,655
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $27,882$27,882
IX-24 Other expenses (24a–d)Programs $711,391 · Management $45,205 · Fundraising $42,421$799,017
IX-24e All other expensesPrograms $4,305 · Management $11,256$15,561
IX-25 Total functional expensesPrograms $1,221,440 · Management $313,391 · Fundraising $158,428$1,693,259
Part X · Balance sheet $423,740 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $133,689$151,429
X-3 Pledges and grants receivableStart of year $143,527$158,658
X-9 Prepaid expenses and deferred chargesStart of year $25,088$2,772
X-14 Intangible assets$110,881
X-16 Total assetsStart of year $302,587$423,740
X-17 Accounts payable and accrued expensesStart of year $96,630$123,063
X-24 Unsecured notes and loans payableStart of year $70,000$100,000
X-25 Other liabilities$123,521
X-26 Total liabilitiesStart of year $191,630$346,584
X-27 Net assets without donor restrictionsStart of year $109,207$77,156
X-32 Total net assets or fund balancesStart of year $110,957$77,156
X-33 Total liabilities and net assetsStart of year $302,587$423,740
Part XI · Reconciliation of net assets $77,156 net assets at year end
XI-1 Total revenue$1,753,430
XI-2 Total expenses$1,693,259
XI-3 Revenue less expenses$60,171
XI-4 Net assets at start of year$110,957
XI-5 Net unrealized gains (losses) on investments−$208
XI-8 Prior period adjustments−$93,764
XI-10 Net assets at end of year$77,156

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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