OVERTURE CENTER FOUNDATION INC (EIN 010645482) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

JIM YEHLE

Phone

6082584177

Tax Period

2023-07-01 to 2024-06-30

OVERTURE CENTER FOUNDATION INC, founded in 2002, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $34.4M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $10.8M, a strong 31% operating margin.

Mission

THE ORGANIZATION OPERATES THE OVERTURE CENTER FOR THE ARTS, A PERFORMING AND VISUAL ARTS CENTER. ITS MISSION IS TO ENRICH THE LIVES OF INDIVIDUALS AND THE COMMUNITY BY CREATING, ENCOURAGING, AND CATALYZING EXTRAORDINARY EXPERIENCES. THE OVERTURE CENTER PRESENTS A BROAD SPECTRUM OF HIGH QUALITY PERFORMING ARTS PROGRAMMING AND EDUCATIONAL OUTREACH PROGRAMS. THE CENTER RAISES FUNDS TO SUPPORT FREE AND LOW-COST COMMUNITY PROGRAMS AS WELL AS OTHER PROGRAMS AND INITIATIVES TO ADVANCE THE MISSION. NINE LOCAL PERFORMING ARTS COMPANIES ARE RESIDENT ORGANIZATIONS OF THE CENTER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,778,417

Program Service Revenue $17,734,289

Investment Income $647,709

Other Revenue $209,895

TOTAL REVENUE $34,370,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,784,977

Fundraising Expenses $1,204,020

Program Expenses $20,139,169

Other Expenses $13,652,644

TOTAL EXPENSES $23,580,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,370,310	$28,873,661	+0.2%
Expenses	$23,580,421	$27,444,636	-0.1%
Net Income	$10,789,889	$1,429,025	+6.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

484

Volunteers

500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,027,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER VOGEL	CFO/CBO	40.00	Officer	$193,122	$11,865	$204,987
EMILY GRUENEWALD	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$176,730	$23,157	$199,887
TIMOTHY SAUERS	CHIEF ARTISTIC EXPERIENCES OFFICER	40.00	Officer	$170,095	$12,111	$182,206
MICHAEL CONWAY	CHIEF OPERATING OFFICER	40.00	Officer	$157,608	$17,565	$175,173
ED HOLMES	CHIEF EQUITY AND INNOVATION OFFICER	40.00	Officer	$139,881	$15,470	$155,351
CHRISTOPHER STUESSY	SR DIR. OF FINANCE AND TECH	40.00	Highest	$109,373	$9,892	$119,265
JENIE DAHLMANN	CHIEF MARKETING AND COMMUNICATION	40.00	Officer	$106,067	$3,357	$109,424
JAMES YEHLE	CHAIR	1.00	Officer Director	$0	$0	$0
TONY PATTERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GREG PFLUGER	TREASURER	1.00	Officer Director	$0	$0	$0
LYNETTE FONS	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH MARTY	SECRETARY (THROUGH MAY)	1.00	Officer Director	$0	$0	$0
JOHN SURDYK	PAST CHAIR	1.00	Officer Director	$0	$0	$0
GLORIA REYES	DIRECTOR (THROUGH APRIL)	1.00	Director	$0	$0	$0
DEBORAH MEINERS	DIRECTOR	1.00	Director	$0	$0	$0
HANAH JON TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
EVERETT MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MARRIOTT	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BAUMGARTNER	DIRECTOR	1.00	Director	$0	$0	$0
JIM ST VINCENT	DIRECTOR	1.00	Director	$0	$0	$0
PENG HER	DIRECTOR	1.00	Director	$0	$0	$0
FRANK PEREGRINE	DIRECTOR	1.00	Director	$0	$0	$0
KURT LIN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN HESLINGA	DIRECTOR	1.00	Director	$0	$0	$0
MARK CLEAR	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA BURISH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE VERVEER	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR MIRELES	DIRECTOR	1.00	Director	$0	$0	$0
KEN LAMMERSFELD	DIRECTOR	1.00	Director	$0	$0	$0
PHIL GREENWOOD	DIRECTOR	1.00	Director	$0	$0	$0
PABLO SANCHEZ	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
JULIA ARATA-FRATTA	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
JULIET AYLWARD	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
KATIE DOWLING-MARCUS	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
ANA HOOKER	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
SABRINA MADISON	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0
JIM MATRAS	DIRECTOR (THROUGH SEPT)	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$34,370,310	$23,580,421	$45,502,905	$10,789,889
2023	$28,873,661	$27,444,636	$33,568,808	$1,429,025
2022	$26,325,539	$15,789,446	$36,201,318	$10,536,093
2021	$8,215,874	$4,845,543	$20,998,721	$3,370,331
2020	$22,693,680	$23,083,682	$18,811,955	$-390,002
2019	$18,406,761	$18,455,591	$19,278,557	$-48,830
2018	$18,325,247	$17,435,006	$16,758,109	$890,241

OVERTURE CENTER FOUNDATION INC