OPAL HOUSE (EIN 020804908) - 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

2007

Legal Domicile

Principal Officer

DR WILL BOEGEL

Phone

4254173333

Tax Period

2023-01-01 to 2023-12-31

OPAL HOUSE, founded in 2007, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $157K left a modest 3% surplus.

Mission

OPAL HOUSE'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE A HOME, SCHOOL AND MEDICAL CARE TO IMPOVERISHED CHILDREN AND TREATMENT FOR BATTERED WOMEN IN GUATEMALA.

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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 $162,503

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $162,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,487

Fundraising Expenses $0

Program Expenses $155,780

Other Expenses $86,406

TOTAL EXPENSES $156,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,503	$186,123	-0.1%
Expenses	$156,893	$198,906	-0.2%
Net Income	$5,610	$-12,783	-1.4%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR WILL BOEGEL	PRESIDENT	N/A	Officer Director	$0	$0	$0
DIANE BOEGEL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DR STEVE MILLER	DIRECTOR	N/A	Director	$0	$0	$0
WAYLAND COURTNEY COSSEY	DIRECTOR	N/A	Director	$0	$0	$0
TODD MARSHALL	TREASURER	N/A	Officer Director	$0	$0	$0
GLEN BARDE	DIRECTOR	N/A	Director	$0	$0	$0
TIA MARSHALL	SECRETARY	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$162,503	$156,893	$10,064	$5,610
2022	$186,123	$198,906	$4,454	$-12,783
2021	$224,495	$214,628	$17,237	$9,867
2020	$205,320	$204,320	$7,370	$1,000

OPAL HOUSE