THE PALM BEACH OPERA GUILD INC (EIN 274077801) - 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

2010

Legal Domicile

Principal Officer

MRS LISA HUERTAS

Phone

5618357569

Tax Period

2022-06-01 to 2023-05-31

THE PALM BEACH OPERA GUILD INC, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $105K in total revenue in fiscal year 2022.

Mission

THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE PALM BEACH OPERA, INC., A TAX-EXEMPT 501(C)(3) CORPORATION. ON BEHALF OF THE PALM BEACH OPERA, INC., THE CORPORATION CONDUCTS FUNDRAISING ACTIVITIES, ENCOURAGES AND MOTIVATES THE MAKING OF GIFTS AND DONATIONS, AND FOSTERS THE GENERAL PUBLIC'S INTEREST IN THE OPERA THROUGH EDUCATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $88,305

Program Service Revenue $0

Investment Income $0

Other Revenue $16,997

TOTAL REVENUE $105,302

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $36,578

Program Expenses $65,776

Other Expenses $47,254

TOTAL EXPENSES $112,254

Year-over-Year Comparison

	2022	2021	Change
Revenue	$105,302	$110,159	0.0%
Expenses	$112,254	$110,343	+0.0%
Net Income	$-6,952	$-184	+36.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOIS POPE	HONORARY CHA	N/A	Officer Director	$0	$0	$0
MRS LISA HUERTAS	PRESIDENT	N/A	Officer Director	$0	$0	$0
MRS ARLETTE GORDON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MRS ARI RIFKIN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CATHY JACOBSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MS MARILYN MIMS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DEBRA GOLDENHERSH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MRS BARBARA WEIMER	TREASURER	N/A	Officer Director	$0	$0	$0
MRS JEAN B GUTKIN	SECRETARY	N/A	Officer Director	$0	$0	$0
MRS SHERYL WOOD	LEGAL ADVISO	N/A	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
2023	$105,302	$112,254	$36,846	$-6,952
2022	$110,159	$110,343	$43,798	$-184
2021	$89,894	$54,320	$43,982	$35,574
2020	$54,145	$67,750	$8,408	$-13,605
2019	$118,261	$118,287	$22,013	$-26

THE PALM BEACH OPERA GUILD INC