The Opera Foundation Inc (EIN 133377138) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Bernhard Koepp

Phone

2126648843

Tax Period

2023-07-01 to 2024-06-30

The Opera Foundation Inc, founded in 1986, is a small nonprofit in the Arts, Culture & Humanities sector that reported $171K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $161K left a modest 6% surplus.

Mission

Program for American Artists to train and perform in premier opera houses in Europe, and to support tours of European Opera Houses in the United States.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $170,550

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $170,550

Expense Breakdown

Grants Paid $134,050

Salaries & Benefits $12,718

Fundraising Expenses $0

Program Expenses $138,550

Other Expenses $14,184

TOTAL EXPENSES $160,952

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,550	$113,841	+0.5%
Expenses	$160,952	$124,316	+0.3%
Net Income	$9,598	$-10,475	-1.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bernhard Koepp	President	4.00	Officer Director	$0	$0	$0
Elizabeth Walbroel	Exec. Director	10.00	Officer Director	$0	$12,000	$12,000
Sherif Lotfi	Treasurer	3.00	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
2025	No data	No data	No data	No data
2024	$170,550	$160,952	$82,987	$9,598
2023	$113,841	$124,316	$73,237	$-10,475
2022	$126,898	$116,753	$83,512	$10,145
2021	$106,011	$124,222	$72,967	$-18,211
2020	$96,333	$93,941	$90,978	$2,392
2019	$81,803	$93,128	$88,286	$-11,325
2018	$57,010	$82,465	$99,611	$-25,455

The Opera Foundation Inc