Opera Southwest (EIN 237314812) - 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

1972

Legal Domicile

Principal Officer

James Ward

Phone

5052430591

Tax Period

2023-06-01 to 2024-05-31

Opera Southwest, founded in 1972, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

Professional production of opera for the public, and education about opera and the performing arts for audiences of all ages.

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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 $805,139

Program Service Revenue $410,131

Investment Income $11,161

Other Revenue $69,680

TOTAL REVENUE $1,296,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $897,384

Fundraising Expenses $44,756

Program Expenses $1,154,201

Other Expenses $445,383

TOTAL EXPENSES $1,352,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,296,111	$1,495,003	-0.1%
Expenses	$1,352,302	$1,609,846	-0.2%
Net Income	$-56,191	$-114,843	-0.5%

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

100

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

$51,870

Total Directors

$3,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Zancanella	Executive Dir.	30.00	Officer	$51,870	$0	$51,870
Cecilia Violetta Lopez	Director	1.00	Director	$3,500	$0	$3,500
Xavier Zamarripa	Past President	2.00	Officer Director	$0	$0	$0
Ellen King	Vice President	2.00	Officer Director	$0	$0	$0
Jeff Miller	Treasurer	3.00	Officer Director	$0	$0	$0
Mary Nunez	Secretary	2.00	Officer Director	$0	$0	$0
Margaret Chaffey	Past President	1.00	Director	$0	$0	$0
Luis Carrasco	Director	1.00	Director	$0	$0	$0
Alaric Babej	Director	1.00	Director	$0	$0	$0
James Botros	Director	1.00	Director	$0	$0	$0
Ann M Conway	Director	1.00	Director	$0	$0	$0
Sandy Donaldson	Director	1.00	Director	$0	$0	$0
David Foster	Director	1.00	Director	$0	$0	$0
Margaret Freeman	Director	1.00	Director	$0	$0	$0
Anne Gonzales	Director	1.00	Director	$0	$0	$0
Mimi Hatch	Director	1.00	Director	$0	$0	$0
Frank Kuehn	Director	1.00	Director	$0	$0	$0
Nikki Mitchell	Director	1.00	Director	$0	$0	$0
David Robbins	Director	1.00	Director	$0	$0	$0
Janet Thompson	Director	1.00	Director	$0	$0	$0
James Ward	Director	1.00	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	$1,296,111	$1,352,302	$1,812,711	$-56,191
2023	$1,495,003	$1,609,846	$1,713,755	$-114,843
2022	$1,039,944	$989,945	$1,329,317	$49,999
2021	$640,539	$375,955	$1,330,977	$264,584
2020	$928,915	$826,281	$775,044	$102,634

Opera Southwest