AArts, Culture & HumanitiesEIN: 330519746· Ruling Year: 1992

San Diego Opera Association Endowment Tr

Milwaukee, Wisconsin

B-Health Score
53B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 2 peers in Arts, Culture & Humanities with $1M-$10M revenue

💰
$119K
Total Revenue
📊
$225K
Total Expenses
🏦
$3.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+63.4%
Year-over-year change (2023 → 2024)
Net Margin
-89.7%
Revenue minus expenses as % of revenue

Filing History

14 filings on record
YearRevenueExpensesAssets
2024$118,61563%$225,0403%$3,295,0693%
2023$72,58363%$217,5572%$3,401,5794%
2022$197,28633%$213,7842%$3,546,5121%
2021$294,585171%$208,8455%$3,565,3192%
2020$108,73362%$198,5341%$3,485,8293%
2019$283,05942%$196,25618%$3,575,6542%
2018$490,552794%$240,53023%$3,494,3168%
2017-$70,669161%$196,27112%$3,245,4387%
2016$116,2042%$175,942$3,481,4182%
2015$118,42791%$176,0417%$3,543,4623%
2014$1,255,9391132%$189,45326%$3,644,14241%
2013$101,95535%$255,07512%$2,577,7007%
2012$157,8831119%$290,01488%$2,760,8116%
2011-$15,500$2,421,945$2,606,493

Frequently Asked Questions

What does San Diego Opera Association Endowment Tr do?

San Diego Opera Association Endowment Tr is a arts, culture & humanities nonprofit organization based in Wisconsin. It is classified under NTEE code A6A0 and is registered as a 501(c) tax-exempt organization with the IRS.

Is San Diego Opera Association Endowment Tr financially healthy?

Based on our 9-metric Financial Health Score model, San Diego Opera Association Endowment Tr has a score of 53/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does San Diego Opera Association Endowment Tr generate?

San Diego Opera Association Endowment Tr reports $1.4M in annual revenue and holds $4.4M in total assets, based on IRS filings.

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