CLAREMONT OPERA HOUSE INC (EIN 237240169) - 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

1977

Legal Domicile

Principal Officer

Lisa Richmond

Phone

6035420064

Tax Period

2023-07-01 to 2024-06-30

CLAREMONT OPERA HOUSE INC, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $558K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 16% operating margin.

Mission

Provide visual arts to the community

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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 $207,804

Program Service Revenue $320,232

Investment Income $705

Other Revenue $28,938

TOTAL REVENUE $557,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,451

Fundraising Expenses $0

Program Expenses $377,639

Other Expenses $330,367

TOTAL EXPENSES $470,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$557,679	$291,765	+0.9%
Expenses	$470,818	$322,444	+0.5%
Net Income	$86,861	$-30,679	-3.8%

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

Total Directors

Key Employees

$70,735

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Hagar	Executive Director	40	Key Emp Highest	$70,735	$0	$70,735
Felicia Brych Dalke	President	10	Officer Director	$0	$0	$0
Chris Qualls	Vice President	5	Officer Director	$0	$0	$0
Dana McGrath	Secretary	5	Officer Director	$0	$0	$0
Lisa Richmond	Treasurer	5	Officer Director	$0	$0	$0
Christine Hawkins	Director	2	Director	$0	$0	$0
John Bennett	Director	2	Director	$0	$0	$0
Nancy Meyer	Director	2	Director	$0	$0	$0
Cassie Audette	Director	2	Director	$0	$0	$0
Craig Woodbury	Director	2	Director	$0	$0	$0
Joe Audette	Director	2	Director	$0	$0	$0
Gerry Grimo	Director	2	Director	$0	$0	$0
Dawn Churchill	Director	2	Director	$0	$0	$0
Brenda Saunders	Emeritus Status	1	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	$557,679	$470,818	$555,150	$86,861
2023	$291,765	$322,444	$338,582	$-30,679
2022	$276,153	$306,549	$332,127	$-30,396
2022	$266,101	$291,918	$344,777	$-25,817

CLAREMONT OPERA HOUSE INC