OPERA SANTA BARBARA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

NICHOLAS BURLETT

Phone

8058983890

Tax Period

2022-07-01 to 2023-06-30

OPERA SANTA BARBARA, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.9M in total revenue in fiscal year 2022.

Mission

SEE SCHEDULE 0FOUNDED IN 1994, OPERA SANTA BARBARA IS THE SIGNATURE PROVIDER OF PROFESSIONAL OPERA ON THE CALIFORNIA CENTRAL COAST. WE ASPIRE TO BE A CULTURAL LEADER IN THE SANTA BARBARA REGION, VOICING AND ADVANCING OUR COMMUNITY'S SPIRIT AND VALUES THROUGH VIBRANT MUSIC THEATRE. OUR COMPANY ANNUALLY OFFERS A DYNAMIC REPERTOIRE OF OPERA FAVORITES, LESSER-KNOWN CLASSICS, AND CONTEMPORARY AMERICAN WORKS IN PRODUCTIONS HIGHLIGHTING THE ARTISTS AND CRAFTSPEOPLE OF OUR REGION. WE INTRODUCE STUDENTS TO THE ART AND MEANING OF OPERA; DEVELOP OPERATIC MUSICIANSHIP IN PROMISING EMERGING SINGERS; AND PROVIDE FREE OPERATIC PROGRAMS, BOTH EDUCATIONAL AND MUSICAL, TO THE TRI-COUNTY AREA.

Program Service Accomplishments

Program 1

Expenses: $1,137,754 Revenue: $257,060

AS THE ONLY PRESENTER OF PROFESSIONAL OPERA SERVING SANTA BARBARA COUNTY, OUR COMPANY'S DIVERSE REPERTOIRE INCLUDES POPULAR OPERA FAVORITES, LESSER KNOWN OPERAS, CONTEMPORARY AMERICAN WORKS AND A...

AS THE ONLY PRESENTER OF PROFESSIONAL OPERA SERVING SANTA BARBARA COUNTY, OUR COMPANY'S DIVERSE REPERTOIRE INCLUDES POPULAR OPERA FAVORITES, LESSER KNOWN OPERAS, CONTEMPORARY AMERICAN WORKS AND A WORLD PREMIERE (STEPHEN SCHWARTZ'S SEANCE ON A WET AFTERNOON) FEATURING REGIONAL AND NATIONALLY-RECOGNIZED ARTISTS. OPERA SANTA BARBARA'S EXPANDED 22-23 SEASON INCLUDED ONE GRAND OPERA CLASSIC AND FOUR SANTA BARBARA PREMIERES AND: PUCCINI'S TOSCA (OCTOBER-GRANADA THEATRE); ROSSINI'S LA SCALA DI SETA (NOVEMBER-LOBERO THEATRE); PERLA'S AN AMERICAN DREAM (FEBRUARY-LOBERO THEATRE), THE LIGHT IN THE PIAZZA (MARCH-CENTER STAGE THEATRE), AND WAGNER'S THE VALKYRIE (APRIL-LOBERO THEATRE)(JUNE-GRANADA). MORE THAN 4000 ATTENDED THESE PRODUCTIONS.

Program 2

Expenses: $82,798 Revenue: $1,600

EDUCATION & OUTREACH: THANKS TO A GENEROUS GRANT FROM THE ROBERT AND MERCEDES EICHHOLZ FOUNDATION, OPERA SANTA BARBARA WAS ABLE TO OFFER FREE STUDENT MATINEE PERFORMANCES FOR TWO OF OUR MAINSTAGE...

EDUCATION & OUTREACH: THANKS TO A GENEROUS GRANT FROM THE ROBERT AND MERCEDES EICHHOLZ FOUNDATION, OPERA SANTA BARBARA WAS ABLE TO OFFER FREE STUDENT MATINEE PERFORMANCES FOR TWO OF OUR MAINSTAGE OPERAS: ROSSINI'S LA SCALA DI SETA AND PERLA'S AN AMERICAN DREAM. OVER 1000 STUDENTS ATTENDED THESE. THESE PERFORMANCES WERE IDENTICAL TO THE PUBLIC PERFORMANCES OF THE OPERAS, FULL LENGTH, WITH ORCHESTRA AND ALL SCENIC ELEMENTS. EACH WAS FOLLOWED BY A Q&A SESSION WITH THE CAST AND CREATIVE TEAM.

Program 3

Expenses: $145,204 Revenue: $22,232

CHRISMAN STUDIO ARTISTS PROGRAM. OPERA SANTA BARBARA DEVELOPS THE NEXT GENERATION OF OPERA SINGERS, EDUCATORS, AND ADMINISTRATORS BY PROVIDING MAINSTAGE PERFORMANCE OPPORTUNITIES, MASTER CLASSES AND ADMINISTRATIVE INTERNSHIPS TO EMERGING PROFESSIONALS. NOW IN ITS 15TH YEAR, THIS COMPETITIVE PROGRAM WAS EXPANDED FROM 3 TO 12 ARTISTS WITH A NEW GEOGRAPHIC FOCUS ON CALIFORNIA-BASED ARTISTS. IN ADDITION TO RECEIVING PERSONALIZED VOICE LESSONS AND THEATRICAL TRAINING, OUR STUDIO ARTISTS PERFORMED ROLES IN ALL OF THE COMPANY'S MAINSTAGE PRODUCTIONS THIS SEASON IN ADDITION TO HOLDING LEAD ROLES IN OUR SANTA BARBARA PREMIERE OF ADAM GUETTEL AND CRAIG LUCAS' AWARD WINNING MUSICAL THE LIGHT IN THE PIAZZA. THE CHRISMAN STUDIO ARTISTS ALSO HEADLINED OUR FIRST THURSDAY COMMUNITY PERFORMANCES, AND PRESENTED A SPECIAL PERFORMANCE OF AN ABBREVIATED VERSION OF GILBERT AND SULLIVAN'S THE PIRATES OF PENZANCE ON BOARD THE TALL SHIP "MYSTIC WHALER" AS PART OF THE CELEBRATIONS OF THE 150 YEARS OF THE STEARNS WHARF AT THE SANTA BARBARA WATERFRONT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,606,925

Program Service Revenue $280,892

Investment Income $-1,504

Other Revenue $-22,881

TOTAL REVENUE $1,863,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $790,510

Fundraising Expenses $159,869

Program Expenses $1,365,756

Other Expenses $1,122,082

TOTAL EXPENSES $1,912,592

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,863,432	$1,811,888	+0.0%
Expenses	$1,912,592	$1,929,465	0.0%
Net Income	$-49,160	$-117,577	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$154,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA BURGER	DIRECTOR	1.00	Director	$0	$0	$0
TANNER CASSIDY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH CHRISMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GALURA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
DAN HONE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KNIGHT	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY MCMURRAY	DIRECTOR	1.00	Director	$0	$0	$0
JOAN RUTKOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
JUDITH SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR SWALLEY	DIRECTOR	1.00	Director	$0	$0	$0
TAKAKO WAKITA	DIRECTOR	1.00	Director	$0	$0	$0
SIMON WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
TORBEN VON STADEN	DIRECTOR	2.00	Director	$0	$0	$0
DAN REICKER	MEMBER AT LARGE	2.00	Director	$0	$0	$0
MARY TONETTI DORRA	MEMBER AT LARGE	2.00	Director	$0	$0	$0
DUNCAN MELLICHAMP	HONORARY DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS BURLETT	CHAIR	2.00	Officer Director	$0	$0	$0
SANDRA URQUHART	1ST VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT WEINMAN	2ND VICE CHAIR	2.00	Officer Director	$0	$0	$0
PATRICIA DIXON	SECRETARY	2.00	Officer Director	$0	$0	$0
MONICA WILLIAMS	TREASURER	2.00	Officer Director	$0	$0	$0
KOSTIS PROTOPAPAS	ARTISTIC AND GENERAL DIREC	40.00	Officer	$145,374	$8,774	$154,148

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	No data	No data	No data	No data
2023	$1,863,432	$1,912,592	$281,434	$-49,160
2022	$1,811,888	$1,929,465	$358,535	$-117,577
2021	$1,403,340	$1,198,429	$551,292	$204,911
2020	$1,373,926	$1,397,365	$301,089	$-23,439
2019	$1,502,899	$1,612,544	$290,496	$-109,645
2018	$1,670,275	$1,350,437	$1,823,897	$319,838