OPERA SOUTHWEST FOUNDATION (EIN 882508592) - 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

2022

Legal Domicile

Principal Officer

Frank W Kuehn

Phone

5052430591

Tax Period

2023-01-01 to 2023-12-31

OPERA SOUTHWEST FOUNDATION, founded in 2022, is a small nonprofit in the Arts, Culture & Humanities sector that reported $141K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

Opera Southwest Foundation's mission is providing a vehicle to provide long term funding to Opera Southwest, a New Mexico nonprofit corporation

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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 $130,982

Program Service Revenue $0

Investment Income $10,247

Other Revenue $0

TOTAL REVENUE $141,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,229	$204,473	-0.3%
Expenses	N/A	N/A	N/A
Net Income	N/A	$204,473	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank W Kuehn	President	1.00	Officer Director	$0	$0	$0
Charles Eberle	Secretary	1.00	Officer Director	$0	$0	$0
Ellen King	Treasurer	1.00	Officer Director	$0	$0	$0
Anne Gonzales	Director	1.00	Director	$0	$0	$0
Xavier Zamarripa	Director	1.00	Director	$0	$0	$0
Janet Thompson	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	$141,229	No data	$374,438	No data
2022	$204,473	No data	$204,473	No data

OPERA SOUTHWEST FOUNDATION