OAKLEAF ENDOWMENT TRUST FOR THE MI… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

JOSE PERIS

Phone

6123397151

Tax Period

2018-01-01 to 2018-12-31

OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA OPERA COMPANY, founded in 1997, is a small nonprofit that reported $400K in total revenue in fiscal year 2018. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $495K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA OPERA COMPANY OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION

Program Service Accomplishments

Program 1

Expenses: $393,998

MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA OPERA THROUGHSEMI ANNUAL GRANTS TO SUPPORT THE CURRENT OPERATION OF THEMINNESOTA OPERA. ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONSAND INVESTMENT...

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $399,715

Other Revenue $0

TOTAL REVENUE $399,715

Expense Breakdown

Grants Paid $393,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $393,998

Other Expenses $100,767

TOTAL EXPENSES $494,765

Year-over-Year Comparison

	2018	2017	Change
Revenue	$399,715	$306,736	+0.3%
Expenses	$494,765	$507,229	0.0%
Net Income	$-95,050	$-200,493	-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

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
RACHELLE CHASE	TRUSTEE	0.30	Director	$0	$0	$0
SIDNEY EMERY	TRUSTEE	0.30	Director	$0	$0	$0
JOSE PERIS	TRUSTEE	0.30	Director	$0	$0	$0
WILLIAM FRELS	TRUSTEE	0.30	Director	$0	$0	$0
JIM JOHNSON	TRUSTEE	0.30	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
2018	$399,715	$494,765	No data	$-95,050

OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA OPERA COMPANY