OPERA INDEX INC (EIN 133098404) - 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

1982

Legal Domicile

Principal Officer

JANE SHAULIS

Phone

2126830025

Tax Period

2023-08-01 to 2024-07-31

OPERA INDEX INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $292K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $185K, a strong 64% operating margin.

Mission

OPERA INDEX IS A NON-PROFIT VOLUNTEER ORGANIZATION WHOSE MISSION IS TO PROVIDE ADVOCACY FOR OPERA AND SUPPORT FOR ITS ARTISTS.

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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 $283,734

Program Service Revenue $7,840

Investment Income $21,834

Other Revenue $-21,666

TOTAL REVENUE $291,742

Expense Breakdown

Grants Paid $98,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,906

Other Expenses $7,657

TOTAL EXPENSES $106,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,742	$227,355	+0.3%
Expenses	$106,457	$98,719	+0.1%
Net Income	$185,285	$128,636	+0.4%

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

Employees

N/A

Volunteers

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
LAURA ALLEY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LOMBARDO	TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND MENARD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DAVID METCALFE	TRUSTEE	1.00	Director	$0	$0	$0
MARK MOORMAN	TRUSTEE	1.00	Director	$0	$0	$0
CESARE SANTERAMO	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT STEINER	TRUSTEE	1.00	Director	$0	$0	$0
MURRAY ROSENTHAL	TREASURER	5.00	Officer Director	$0	$0	$0
JANE SHAULIS	PRESIDENT	10.00	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	$291,742	$106,457	$486,538	$185,285
2023	$227,355	$98,719	$301,253	$128,636

OPERA INDEX INC