OPERA SOUTHWEST FOUNDATION

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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

2025-01-01 to 2025-12-31

OPERA SOUTHWEST FOUNDATION, founded in 2022, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $50K in total revenue in fiscal year 2025. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 51% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $24,781

Annual grant to supported organization Opera Southwest in accordance with the organizations mission as a 509a3 supporting organization

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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 (2025)

Revenue Breakdown

Contributions & Grants $27,000

Program Service Revenue $0

Investment Income $23,395

Other Revenue $0

TOTAL REVENUE $50,395

Expense Breakdown

Grants Paid $24,781

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,781

Other Expenses $0

TOTAL EXPENSES $24,781

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,395	$486,022	-0.9%
Expenses	$24,781	$16,249	+0.5%
Net Income	$25,614	$469,773	-0.9%

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	Role	Reportable Comp	Other Comp	Total
Frank W Kuehn	President	Officer Director	$0	$0	$0
Ellen King	Vice President	Officer Director	$0	$0	$0
Anne Gonzales	Director	Director	$0	$0	$0
Charles Eberle	Secretary	Officer Director	$0	$0	$0
Janet Thompson	Director	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	$50,395	$24,781	$1,103,499	$25,614
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