Opera San Jose Incorporated logo

Opera San Jose Incorporated

Public charity · Grantmaker San Jose, CA EIN: 77-0009773 Website

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

Opera San Jose Incorporated at a glance

Total assets
$12,204,310
+10.2% vs 2024
Revenue (2025)
$7,319,668
+25.1% vs 2024
Net investment income (2025)
$320,000
-59.9% vs 2024
Expenses (2025)
$6,339,070
+2.4% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Opera San Jose Incorporated funds

Geographic Focus

Where this funder awards grants

States

Cities

San Jose

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants2019 1 grant2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024 0 grants2025

In 2020 it made 1 grant totaling $276K.

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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$12,204,310$7,319,668$6,339,070——$320,000
2024$11,074,563$5,849,294$6,190,187——$798,078
2023$11,574,079$5,896,573$6,306,436——$162,140
2022$12,036,831$5,708,046$5,086,225——$162,752
2021$12,606,207$4,136,604$2,691,316——$74,525
2020$8,719,212$4,520,860$4,558,451$276,1031$63,073
2019$8,516,453$4,082,423$5,204,710——$80,868

About Opera San Jose Incorporated

Based on IRS filings

Opera San Jose Incorporated is a public charity focused on Arts, Culture & Humanities, based in San Jose, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.2M in total assets. Net investment income was $320K.

Leadership & Key People

Officers and directors from IRS filings

Opera San Jose Incorporated is led by Cathy R. Lazarus, President since 2024 (on filings since 2021); 2 of 21 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Cathy R. Lazarus

    President

    Director → President, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Shawna Lucey

    General Director

    On filings since 2022

    50 hrs/week

    $93K (2022) → $240K (2025)

  • Charles F. Hanes

    Director

    Vice President Finance → Treasurer, 2021

    Treasurer → Director, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Gillian Moran

    Director

    Board Chair → President, 2021

    President → Director, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • H. Andrea Neves

    Director

    Director → Co-Vp Development, 2020

    Co-Vp Development → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jeanne McCann

    Director

    Vice President & Giving → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jennifer A. R. Hsu

    Director

    Board Secretary → Secretary, 2021

    Secretary → Director, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Peggy Heiman

    Director

    Vice President & Nominating → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Mimi Carlson

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • George Crow

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • John Heineke

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Pravesh Mehra

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Joyce Scott

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Mark Chambers-Bray

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Matt Bornski

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Nilab Hessabi

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Oceane Li

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Paige Sweetin

    Chief Operating Officer

    Development Director → Managing Director - Inst Strategy, 2024

    Managing Director - Inst Strategy → Chief Operating Officer, 2025

    On filings since 2023

    50 hrs/week

    $110K (2023) → $89K (2025)

  • Jane Decker

    Secretary

    Director → Secretary & Director, 2024

    Secretary & Director → Secretary, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael H. Kalkstein

    Vice President

    Director → Vice President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lawrence Kern

    Treasurer

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (21)
  • Former: Phyllis Cascade Bismanovsky (2019–2024) — Director
  • Former: James D. Williams (2020–2024) — CFO
  • Former: Julie Edgcomb (2021–2024) — Director
  • Former: Kathryn Preissner (2024) — Managing Director - Artistic, Music & Prod
  • Former: Larry Kern (2021–2023) — Director
  • Former: Neric Jorgensen (2019–2022) — Director
  • Former: Khori Dastoor (2020–2022) — General Director
  • Former: Brian Ward (2019–2021) — Director
  • Former: Vijay Vaidyanathan (2019–2021) — Director
  • Former: Claire Padien-Havens (2021) — Development Director
  • Former: Frank Fiscalini (2019–2020) — Director
  • Former: Gerard Seelig (2019–2020) — Vice President Audit
  • Former: Larry Hancock (2019–2020) — Former General Director
  • Former: Laurie Warner (2019–2020) — Vice President Governance
  • Former: Marilyn Sefchovich (2019–2020) — Director
  • Former: Melody Walsh (2019–2020) — Director
  • Former: Richard Dorsay MD PhD (2019–2020) — Director
  • Former: William R Lambert (2019–2020) — Director
  • Former: Aaron Nicholson (2020) — Marketing & Develop. Director
  • Former: Bonnie Williams (2019) — Org Liaison
  • Former: Fred Heiman (2019) — Treasurer

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Shawna Lucey — General Director: $240KShawna LuceyGeneral Director$240KPaige Sweetin — Chief Operating Officer: $89KPaige SweetinChief Operating Officer$89K

The highest reported compensation on the 2025 filing was $240K, to Shawna Lucey (General Director). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Opera San Jose Incorporated

How large is Opera San Jose Incorporated?

Opera San Jose Incorporated reported $12.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $7.3M.

What is Opera San Jose Incorporated?

Opera San Jose Incorporated is a public charity focused on Arts, Culture & Humanities, based in San Jose, CA. It holds $12.2M in total assets as of 2025.

Where does Opera San Jose Incorporated operate?

Opera San Jose Incorporated has awarded grants in California.

What is Opera San Jose Incorporated's EIN?

Opera San Jose Incorporated's EIN (Employer Identification Number) is 77-0009773. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 2, 2021)
  2. Added Form 990 for fiscal year 2019 (received by the IRS May 6, 2020)
  3. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
  4. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Opera San Jose Incorporated's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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