OPERA BIRMINGHAM INC (EIN 237207572) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

NATALIE BERGERON CARSON

Phone

2053226737

Tax Period

2024-07-01 to 2025-06-30

Opera Birmingham Inc, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $647K in total revenue in fiscal year 2017. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $589K left a modest 9% surplus.

Mission

OPERA BIRMINGHAM IS COMMITTED TO CREATING THE FINEST PROFESSIONAL OPERA PRODUCTIONS, DEVELOPING TALENT THROUGH COMPETITION AND EXPOSURE TO MAJOR ARTISTS, AND PROMOTING THE OPERATIC ART FORM THROUGH COMMUNITY-WIDE EDUCATION AND OUTREACH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $357,622

Program Service Revenue $37,186

Investment Income $273,206

Other Revenue $0

TOTAL REVENUE $668,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,257

Fundraising Expenses $89,217

Program Expenses $298,215

Other Expenses $273,112

TOTAL EXPENSES $476,369

Year-over-Year Comparison

	2024	2023	Change
Revenue	$668,014	$728,295	-0.1%
Expenses	$476,369	$883,478	-0.5%
Net Income	$191,645	$-155,183	-2.2%

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

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

$2,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T BROOKS PROCTOR	PRESIDENT	0.50	Officer Director	$0	$0	$0
TOM BARNETT	TREASURER	0.50	Officer Director	$0	$0	$0
MARY K JACKSON	RECORDING SECRETARY	0.50	Officer Director	$0	$0	$0
MARTHA PEZROW	CORRESPONDING SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID P DONAHUE	DIRECTOR	0.00	Director	$0	$0	$0
BRIAN VILIUNAS	DIRECTOR	0.00	Director	$0	$0	$0
HEYWARD C HOSCH III	DIRECTOR	0.00	Director	$0	$0	$0
DR JULIUS E LINN	DIRECTOR	0.00	Director	$0	$0	$0
MATTHEW PENFIELD	VICE PRESIDENT	0.00	Director	$0	$0	$0
LEE L WOEHLE	DIRECTOR	0.00	Director	$0	$0	$0
NICOLE KING	DIRECTOR	0.00	Director	$0	$0	$0
KATY OTTENSMEYER	DIRECTOR	0.00	Director	$0	$0	$0
KEITH ROGERS III	DIRECTOR	0.00	Director	$0	$0	$0
JANE HINDS	DIRECTOR	0.00	Director	$0	$0	$0
DORINDA SMITH	DIRECTOR	0.00	Director	$0	$0	$0
TODD CAMPBELL	DIRECTOR	0.00	Director	$0	$0	$0
ANN THOMAS	DIRECTOR	0.00	Director	$0	$0	$0
KARYN UPTAIN	DIRECTOR	0.00	Director	$0	$0	$0
KEITH WOLFE- HUGHES	GENERAL DIRECTOR	40.00	Officer	$2,100	$0	$2,100
NATALIE BERGERON CARSON	GENERAL DIRECTOR	40.00	Officer	$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	$668,014	$476,369	$1,241,923	$191,645
2024	$728,295	$883,478	$963,583	$-155,183
2023	$592,267	$726,558	$1,131,220	$-134,291
2022	$594,696	$647,694	$1,161,984	$-52,998
2021	$640,245	$548,334	$1,413,082	$91,911
2020	$702,909	$539,743	$1,180,294	$163,166
2019	$578,423	$596,144	$987,663	$-17,721
2018	$646,985	$589,421	$1,035,332	$57,564

OPERA BIRMINGHAM INC