UNION AVENUE OPERA THEATRE (EIN 680523690) - 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

2002

Legal Domicile

Principal Officer

MARILYN SHEPERD

Phone

3143612881

Tax Period

2023-01-01 to 2023-12-31

UNION AVENUE OPERA THEATRE, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $492K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF UNION AVENUE OPERA IS TO PROVIDE PROFESSIONAL OPPORTUNITIES FOR GIFTED, EMERGING ARTISTS AND TO OFFER VIBRANT AND AFFORDABLE OPERA EXPERIENCES IN ORIGINAL LANGUAGES TO AUDIENCES THAT REFLECT THE BREADTH AND DIVERSITY OF THE ST. LOUIS REGION. BELIEVING THAT THE ARTS ARE VITAL TO THE HEALTH AND REPUTATION OF A COMMUNITY, UNION AVENUE OPERA IS COMMITTED TO ITS URBAN SETTING, EDUCATIONAL OUTREACH, AND ARTISTIC INTEGRITY

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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 $302,798

Program Service Revenue $169,865

Investment Income $0

Other Revenue $19,732

TOTAL REVENUE $492,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,539

Fundraising Expenses $4,345

Program Expenses $445,944

Other Expenses $379,676

TOTAL EXPENSES $494,215

Year-over-Year Comparison

	2023	2022	Change
Revenue	$492,395	$407,414	+0.2%
Expenses	$494,215	$489,743	+0.0%
Net Income	$-1,820	$-82,329	-1.0%

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

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

$44,400

Total Directors

$44,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN SHEPERD	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT SCHOONOVER	EXECUTIVE VICE PRESIDENT	20.00	Officer Director	$44,400	$0	$44,400
MARY KARR	SECRETARY	1.00	Officer Director	$0	$0	$0
JACK SWANSON	TREASURER	1.00	Officer Director	$0	$0	$0
DOUGLAS ALLEBACH	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET GILLEO	DIRECTOR	1.00	Director	$0	$0	$0
MARK HOLLY	DIRECTOR	1.00	Director	$0	$0	$0
JACK LABARGE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA PAYTON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN HEWES TOFT	DIRECTOR	1.00	Director	$0	$0	$0
ANNA ROACH	DIRECTOR	1.00	Director	$0	$0	$0
NADA VAUGHN	DIRECTOR	1.00	Director	$0	$0	$0
DARWIN TANGUILIG	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$492,395	$494,215	$204,460	$-1,820
2022	$407,414	$489,743	$206,231	$-82,329
2021	$438,349	$306,293	$288,646	$132,056
2020	$242,490	$192,482	$161,424	$50,008

UNION AVENUE OPERA THEATRE