Opera San Luis Obispo Inc (EIN 770086873) - 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

1988

Legal Domicile

Principal Officer

Jayne Cohen

Phone

8055401327

Tax Period

2024-01-01 to 2024-12-31

Opera San Luis Obispo Inc, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $684K in total revenue in fiscal year 2024.

Mission

Opera San Luis Obispos Mission is to positively affect our community through the power and beauty of opera by using a diverse, innovative and balanced program of excellent performances, relevant events and inclusive educational experiences.

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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 (2024)

Revenue Breakdown

Contributions & Grants $192,706

Program Service Revenue $330,019

Investment Income $160,902

Other Revenue $0

TOTAL REVENUE $683,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,676

Fundraising Expenses $0

Program Expenses $699,257

Other Expenses $309,789

TOTAL EXPENSES $742,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,627	$703,723	0.0%
Expenses	$742,465	$523,876	+0.4%
Net Income	$-58,838	$179,847	-1.3%

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

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
Steve Ingels	President	5.00	Officer Director	$0	$0	$0
John Frey	Vice President	5.00	Officer Director	$0	$0	$0
Jayne Cohen	Treasurer	5.00	Officer Director	$0	$0	$0
Dr James Brescia	Secretary	5.00	Officer Director	$0	$0	$0
Dr William Johnson	Director	3.00	Director	$0	$0	$0
Bonnie Len	Director	3.00	Director	$0	$0	$0
Charles Porter	Director	3.00	Director	$0	$0	$0
David Leader	Director	3.00	Director	$0	$0	$0
Joan Leader	Director	3.00	Director	$0	$0	$0
Mary MacGyver	Director	3.00	Director	$0	$0	$0
Dr James Seeber	Director	3.00	Director	$0	$0	$0
Charles Porter	Director	3.00	Director	$0	$0	$0
Jan Rantanen	Director	3.00	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	$683,627	$742,465	$921,624	$-58,838
2023	$703,723	$523,876	$1,011,094	$179,847
2022	$471,296	$623,958	$800,695	$-152,662
2021	$942,912	$227,566	$959,959	$715,346

Opera San Luis Obispo Inc