AUSTIN LYRIC OPERA ENDOWMENT FUND

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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

1995

Legal Domicile

Principal Officer

STEPHEN JEFFREY

Phone

5124725992

Tax Period

2023-07-01 to 2024-06-30

AUSTIN LYRIC OPERA ENDOWMENT FUND, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $341K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $9.8M represent 345 months of operating reserves.

Mission

TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATER PERFORMANCES FOR CULTURAL AND EDUCATIONAL ENRICHMENT.

Program Service Accomplishments

Program 1

Expenses: $298,531

TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATRE PERFORMANCES FOR THE CULTURAL AND EDUCATIONAL...

TO ASSIST AUSTIN LYRIC OPERA ("ALO") IN PROVIDING AUSTIN AND THE GREATER CENTRAL TEXAS COMMUNITY WITH THE PRODUCTION OF OPERATIC AND MUSIC THEATRE PERFORMANCES FOR THE CULTURAL AND EDUCATIONAL ENRICHMENT.

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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 $120,510

Program Service Revenue $0

Investment Income $220,334

Other Revenue $0

TOTAL REVENUE $340,844

Expense Breakdown

Grants Paid $298,531

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,531

Other Expenses $50,264

TOTAL EXPENSES $348,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,844	$264,523	+0.3%
Expenses	$348,795	$313,245	+0.1%
Net Income	$-7,951	$-48,722	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF KODOSKY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN JEFFREY	CHAIR	1.00	Officer Director	$0	$0	$0
POLLY BARBARO	DIRECTOR (UNTIL 12/31/23)	1.00	Director	$0	$0	$0
ERNEST BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ERSPAMER	ALO PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES GREEN	ALO FINANCE COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE TETZLAFF	DIRECTOR	1.00	Director	$0	$0	$0
TOM VILLALTA	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
2025	No data	No data	No data	No data
2024	$340,844	$348,795	$9,820,759	$-7,951
2023	$264,523	$313,245	$9,253,980	$-48,722
2022	$2,986,866	$334,937	$8,987,128	$2,651,929
2021	$441,083	$258,540	$7,326,360	$182,543
2020	$588,464	$227,647	$5,515,714	$360,817
2019	$1,144,648	$192,676	$5,331,031	$951,972
2018	$140,554	$168,588	$4,203,679	$-28,034