BARDAVON 1869 OPERA HOUSE (EIN 141585490) - 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

1976

Legal Domicile

Principal Officer

BRYAN ZELLMER

Phone

8454735288

Tax Period

2024-07-01 to 2025-06-30

BARDAVON 1869 OPERA HOUSE, founded in 1976, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $4.7M exceeded revenue, resulting in a 24% operating deficit.

Mission

CULTURAL PROGRAMS - TO PROVIDE LIVE PERFORMING ARTS, ARTS EDUCATION, AND FILMS FOR RESIDENTS OF THE MID-HUDSON VALLEY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,836,701

Program Service Revenue $1,162,563

Investment Income $242,342

Other Revenue $535,383

TOTAL REVENUE $3,776,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,108,651

Fundraising Expenses $205,611

Program Expenses $2,771,203

Other Expenses $2,561,592

TOTAL EXPENSES $4,670,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,776,989	$4,237,190	-0.1%
Expenses	$4,670,243	$3,702,502	+0.3%
Net Income	$-893,254	$534,688	-2.7%

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

126

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

$216,948

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY RENNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT GIAMMATTEO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA MAURI	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA HANNIGAN	TREASURER	1.00	Director	$0	$0	$0
ROBERT AIRHART	DIRECTOR	1.00	Director	$0	$0	$0
BRYANT ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BARONE-LEPORE	DIRECTOR	1.00	Director	$0	$0	$0
ED BERGSTRAESSER	DIRECTOR	1.00	Director	$0	$0	$0
JASMIN NICOLE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY S DICAPUA	DIRECTOR	1.00	Director	$0	$0	$0
TARA DICKETT	DIRECTOR	1.00	Director	$0	$0	$0
EVAN GOLDFISCHER	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE INGE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KEVIN KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
DEVON LUTY-SWENSON	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS MAURO	DIRECTOR	1.00	Director	$0	$0	$0
TIM MCQUEEN	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS MILLS	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN MOSSEY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM ANTHONY PIPER	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELYN RAE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RAPP	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SMYTHE	DIRECTOR	1.00	Director	$0	$0	$0
LUBNA SOMJEE	DIRECTOR	1.00	Director	$0	$0	$0
AVA YURCHISON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SILVA	EXECUTIVE DIRECTOR UNTIL 12/31/24	40.00	Officer	$131,800	$879	$132,679
BRYAN ZELLMER	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
MAUREEN MOYNIHAN	FINANCE DIRECTOR	40.00	Officer	$63,719	$20,550	$84,269

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	$3,776,989	$4,670,243	$15,548,985	$-893,254
2024	$4,237,190	$3,702,502	$15,995,110	$534,688
2023	$4,109,946	$4,502,634	$16,162,106	$-392,688
2022	$7,545,733	$3,930,516	$16,097,782	$3,615,217
2021	$2,987,759	$1,703,235	$14,656,115	$1,284,524
2020	$2,382,908	$2,389,550	$12,797,234	$-6,642
2019	$2,949,371	$3,822,478	$13,072,667	$-873,107
2018	$5,288,997	$3,740,240	$13,428,037	$1,548,757

BARDAVON 1869 OPERA HOUSE