HISTORIC HOMESTAKE OPERA HOUSE SOCIETY (EIN 411901385) - 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

1998

Legal Domicile

Principal Officer

TODD JONES

Phone

6055842067

Tax Period

2025-01-01 to 2025-12-31

HISTORIC HOMESTAKE OPERA HOUSE SOCIETY, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $563K in total revenue in fiscal year 2018. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $200K, a strong 35% operating margin.

Mission

TO RETURN THE OPERA HOUSE TO PRODUCTIVE USE FOR THE EDUCATION AND ENRICHMENT OF THE CITIZENS OF OUR COMMUNITY, AND TO PROVIDE EDUCATIONAL AND CULTURAL OPORTUNITIES FOR GENERATIONS TO COME.

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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 (2025)

Revenue Breakdown

Contributions & Grants $292,949

Program Service Revenue $33,867

Investment Income $38,150

Other Revenue $68,286

TOTAL REVENUE $433,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,298

Fundraising Expenses $24,827

Program Expenses $272,132

Other Expenses $289,848

TOTAL EXPENSES $395,146

Year-over-Year Comparison

	2025	2024	Change
Revenue	$433,252	$392,649	+0.1%
Expenses	$395,146	$379,531	+0.0%
Net Income	$38,106	$13,118	+1.9%

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

170

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD JONES	EXECUTIVE DI	40.00	Officer	$65,000	$0	$65,000
JAY JACOBS	PRESIDENT	1.96	Officer Director	$0	$0	$0
SHARON MARTINISKO	VICE PRESIDE	1.42	Officer Director	$0	$0	$0
LACEY RIGGE	TREASURER	2.04	Officer Director	$0	$0	$0
TESSA ALLEN	SECRETARY	1.69	Officer Director	$0	$0	$0
AUTUMN ANDERSON	DIRECTOR	1.37	Director	$0	$0	$0
JOYCE CARSTEN	DIRECTOR	0.81	Director	$0	$0	$0
NATHAN STRASBAUGH	DIRECTOR	0.92	Director	$0	$0	$0
JACQUE FULLER	DIRECTOR	1.27	Director	$0	$0	$0
JOEL EDGAR	DIRECTOR	1.44	Director	$0	$0	$0
JERRY HERTAUS	DIRECTOR	0.60	Director	$0	$0	$0
GREG CASTON	DIRECTOR	1.15	Director	$0	$0	$0
JULIE KOTH	DIRECTOR	0.62	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	$433,252	$395,146	$4,979,578	$38,106
2024	$392,649	$379,531	$4,956,066	$13,118
2023	$1,224,090	$441,284	$4,963,041	$782,806
2022	$497,057	$469,228	$4,241,746	$27,829
2021	$842,977	$391,572	$4,216,899	$451,405
2020	$427,991	$428,263	$3,779,298	$-272
2019	$515,420	$456,412	$3,768,039	$59,008
2018	$562,993	$363,371	$3,668,185	$199,622

HISTORIC HOMESTAKE OPERA HOUSE SOCIETY