Opera Neo (EIN 463142361) - 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

Kelley Hart

Tax Period

2023-10-01 to 2024-09-30

Opera Neo, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $796K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $772K left a modest 3% surplus.

Mission

Opera Neos mission is to nurture and educate the new generation of opera singers by providing them vital performance experience and training while producing affordable relatable and accessible operatic performances thereby investing in the future of opera and contributing to the cultural vibrancy of our city.

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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 $756,794

Program Service Revenue $39,425

Investment Income $0

Other Revenue $0

TOTAL REVENUE $796,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,484

Fundraising Expenses $0

Program Expenses $698,113

Other Expenses $710,637

TOTAL EXPENSES $772,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$796,219	$693,106	+0.1%
Expenses	$772,121	$686,353	+0.1%
Net Income	$24,098	$6,753	+2.6%

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
Kelley Hart	Executive Director	10.00	Officer	$0	$0	$0
Peter Kozma	Artistic Director	40.00	Officer	$0	$0	$0
Gary Payne	Board Member	5.00	Officer	$0	$0	$0
Sara Womble	Board Member	10.00	Officer	$0	$0	$0
Shaudi Malek	Board Member	2.00	Officer	$0	$0	$0
Mary Ellen Clark	Board President	5.00	Officer	$0	$0	$0
Therese Collins	Board Member	2.00	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	$796,219	$772,121	$46,140	$24,098
2023	$693,106	$686,353	$22,042	$6,753
2022	$473,442	$461,688	$15,289	$11,754
2021	$344,093	$343,153	$3,535	$940
2019	$248,997	$248,923	$453	$74

Opera Neo