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Pasadena Area Opera Trust FY2023 filing

Tax-deductible

Ontario, CA501(c)(3)Arts & CultureEIN 95-6386887

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To manage and protect Trust assets used for the promotion and support for grand Opera by and through the Pasadena Opera guild including development of educational youth programs of primary interest in grand Opera and to financially assist careers and training of youth singers

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
2 of 6
filings with a surplus
Average deficit $4K a year · 13% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10K
-69% vs prior year
Spent
$24K
To programs
85%
Net assets
$479K
By yearFY2020–FY2025
Revenue
$10K
FY2023▼ -69%
Revenue by fiscal year
FY2020$21K
FY2021$60K
FY2022$33K
FY2023$10K
FY2024$5K
FY2025$38K
Expenses
$24K
FY2023▼ -47%
Expenses by fiscal year
FY2020$32K
FY2021$26K
FY2022$44K
FY2023$24K
FY2024$29K
FY2025$34K
Net assets
$479K
FY2023▼ -3%
Net assets by fiscal year
FY2020$470K
FY2021$501K
FY2022$492K
FY2023$479K
FY2024$455K
FY2025$457K

From the FY2023 Form 990 (year ending September 2023) · see the original

Form 990 (PDF) Claim
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 Mar 1973.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $20K Management & general 15% · $4K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Rafael Calvo
Chairman
$0Pt VII · Sec A
Tadeo Plyko
Vice Chairman
$0Pt VII · Sec A
Kay Davis
Member at Large
$0Pt VII · Sec A
Jane Armel
Member at Large
$0Pt VII · Sec A
Robert Barbera
Pasadena Opera Guild Rep
$0Pt VII · Sec A
Janet Calvo
Pasadena Opera Gild Rep
$0Pt VII · Sec A
$0Pt VII · Sec A
See Pasadena Area Opera Trust 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

Supports grand opera and young singers through trust asset management and educational programs.

Provided by the organization

This section is blank until Pasadena Area Opera Trust claims this page.

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1 program service account for $20K of program spending, described in the organization's own filed words · FY2022.
01

Young (opera and classical) singers competition awards (held by pasadena opera guild)

$20Kprogram expense

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By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$10K
Ln 12
Investment incomeLn 3$9K
Gifts and grantsLn 1h$1K
Money outPt IX
$24K
Ln 25
Programscol B$20K
Managementcol C$4K
Owns and owesPt X
$479K
net assets · Ln 32
Cash and savingsLn 1–2$31K
Total assetsLn 16$479K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1K
Investment incomeLn 3$9K
Gains on assetsLn 7−$8K
Total revenueLn 12$10K
Assets in detailPt X, end of year
SavingsLn 2$31K
Cash and savings togetherLn 1–2$31K
InvestmentsLn 11–13$448K
Total assetsLn 16$479K
LiabilitiesLn 26$0
Net assetsLn 32$479K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$25K$31K
InvestmentsLn 11–13$467K$448K
Total assetsLn 16$492K$479K
LiabilitiesLn 26$0$0
Net assetsLn 32$492K$479K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$20K$20K
Pay of current officers, directors and key staffLn 5$3K$3K
Other fees for servicesLn 11g$67$46$21
Total functional expensesLn 25$24K$20K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $38K$34K$4K$457K 990 PDF
FY2024 $5K$29K−$24K$455K 990 PDF
FY2023 Viewing $10K$24K−$13K$479K 990 PDF
FY2022 $33K$44K−$11K$492K 990 PDF
FY2021 $60K$26K$34K$501K 990 PDF
FY2020 $21K$32K−$11K$470K 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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $10,262 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,100
VIII-1h Total contributions, gifts and grants$1,100
VIII-3 Investment incomeRelated to mission $17,350$17,350
VIII-7 Net gain or loss on sales of assetsRelated to mission −$8,188−$8,188
VIII-12 Total revenueRelated to mission $9,162$10,262
Part IX · Statement of functional expenses $23,563 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $20,000$20,000
IX-5 Pay of current officers, directors and key staffManagement $3,496$3,496
IX-11g Other fees for servicesPrograms $46 · Management $21$67
IX-25 Total functional expensesPrograms $20,046 · Management $3,517 · Fundraising $0$23,563
Part X · Balance sheet $478,819 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $25,314$30,753
X-11 Publicly traded securitiesStart of year $466,919$448,066
X-16 Total assetsStart of year $492,233$478,819
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $492,233$478,819
X-33 Total liabilities and net assetsStart of year $492,233$478,819
Part XI · Reconciliation of net assets $478,819 net assets at year end
XI-1 Total revenue$10,262
XI-2 Total expenses$23,563
XI-3 Revenue less expenses−$13,301
XI-4 Net assets at start of year$492,233
XI-8 Prior period adjustments−$113
XI-10 Net assets at end of year$478,819

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

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