OPES CHARITABLE FOUNDATION INC (EIN 455571237) - 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

2012

Legal Domicile

Principal Officer

CHARLES V CUDA

Tax Period

2023-01-01 to 2023-12-31

OPES CHARITABLE FOUNDATION INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $300K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $448K exceeded revenue, resulting in a 49% operating deficit.

Mission

FUND RAISING ACTIVITIES IN SUPPORT OF LEUKEMIA & LYMPHOMA FOUNDATION

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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 $300,026

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $300,026

Expense Breakdown

Grants Paid $399,172

Salaries & Benefits $0

Fundraising Expenses $36,433

Program Expenses $399,172

Other Expenses $49,128

TOTAL EXPENSES $448,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,026	$599,469	-0.5%
Expenses	$448,300	$518,503	-0.1%
Net Income	$-148,274	$80,966	-2.8%

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	Role	Reportable Comp	Other Comp	Total
ANDREA NELSON	TREASURER	Officer	$0	$0	$0
CHARLES V CUDA	PRESIDENT	Officer	$0	$0	$0
PAUL GUASTELLO	VICE PRESIDENT	Officer	$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
2024	No data	No data	No data	No data
2023	$300,026	$448,300	$29,631	$-148,274
2022	$599,469	$518,503	$184,481	$80,966
2021	$492,291	$395,883	$96,939	$96,408
2020	$125,780	$141,307	$531	$-15,527
2019	No data	$362,767	No data	No data
2018	$301,071	$301,071	No data	No data

OPES CHARITABLE FOUNDATION INC