SD OPERA ASSOC ENDOW TR TAI (EIN 330519746) - 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

1991

Legal Domicile

Phone

2132367327

Tax Period

2023-07-01 to 2024-06-30

SD OPERA ASSOC ENDOW TR TAI, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $119K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $225K exceeded revenue, resulting in a 90% operating deficit.

Mission

INCOME EARNED ON CONTRIBUTIONS IS DISTRIBUTED TO SUPPORT THE SAN DIEGO OPERA ASSOCIATION FOR USE IN ITS EXEMPT PURPOSE

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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 $0

Program Service Revenue $0

Investment Income $118,615

Other Revenue $0

TOTAL REVENUE $118,615

Expense Breakdown

Grants Paid $190,020

Salaries & Benefits $31,580

Fundraising Expenses $0

Program Expenses $194,178

Other Expenses $3,440

TOTAL EXPENSES $225,040

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,615	$72,583	+0.6%
Expenses	$225,040	$217,557	+0.0%
Net Income	$-106,425	$-144,974	-0.3%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
US BANK N A	TRUSTEE	1.0		$31,579	$0	$31,579

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	$118,615	$225,040	$3,295,069	$-106,425
2023	$72,583	$217,557	$3,401,579	$-144,974
2022	$197,286	$213,784	$3,546,512	$-16,498
2021	$294,585	$208,845	$3,565,319	$85,740

SD OPERA ASSOC ENDOW TR TAI