SAN FRANCISCO OPERA GUILD AT THE WAR MEMORIAL OPERA HOUSE (EIN 941189846) - 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

1939

Legal Domicile

Principal Officer

COURTNEY LABE

Phone

4155656433

Tax Period

2023-08-01 to 2024-07-31

SAN FRANCISCO OPERA GUILD AT THE WAR MEMORIAL OPERA HOUSE, founded in 1939, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Net assets of $7.1M represent 48 months of operating reserves.

Mission

THE SAN FRANCISCO OPERA GUILD WAS ORGANIZED TO PROVIDE OPERA EDUCATION, DEVELOP AND ENCOURAGE AUDIENCES AND PROVIDE FUNDRAISING, VOLUNTEER ASSISTANCE AND GENERATE BROAD-BASED SUPPORT FOR THE SAN FRANCISCO OPERA ASSOCIATION.

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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 $146,093

Program Service Revenue $1,442,905

Investment Income $197,190

Other Revenue $0

TOTAL REVENUE $1,786,188

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $1,019,525

Fundraising Expenses $695,522

Program Expenses $929,637

Other Expenses $733,845

TOTAL EXPENSES $1,796,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,786,188	$2,057,512	-0.1%
Expenses	$1,796,370	$1,592,831	+0.1%
Net Income	$-10,182	$464,681	-1.0%

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

$149,816

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Malott	Executive Dir.	40.00	Officer	$148,333	$1,483	$149,816
Caroline Altman	Director Education	40.00		$127,000	$1,287	$128,287
COURTNEY LABE	President	5.00	Officer Director	$0	$0	$0
Maryam Muduroglu	Past President	1.00	Officer Director	$0	$0	$0
Ina Stangenes	VP Admin.	3.00	Officer Director	$0	$0	$0
Peggy Hill	VP Chapters	3.00	Officer Director	$0	$0	$0
Cawley Carr	VP Education	5.00	Officer Director	$0	$0	$0
Rita Milner	VP DEVELOPMENT	5.00	Officer Director	$0	$0	$0
Afie Royo	VP Fundraising	5.00	Officer Director	$0	$0	$0
Lin Huber	Director	1.00	Director	$0	$0	$0
VIRGINIA ZIEGLER	Director	1.00	Director	$0	$0	$0
Stephanie Block	Director	1.00	Director	$0	$0	$0
Natasha Dalzell-Martinez	VP Com Outreach	3.00	Officer Director	$0	$0	$0
Jennifer Walske	Director	1.00	Director	$0	$0	$0
Katie Colendich	Secretary	3.00	Officer Director	$0	$0	$0
Belinda Steyer	Treasurer	3.00	Officer Director	$0	$0	$0
Sigrun Graeff	VP Marketing	3.00	Officer Director	$0	$0	$0
KATHY HUBER	Director	1.00	Director	$0	$0	$0
Claire Fluhr	Director	1.00	Director	$0	$0	$0
Jane Mudge	Director	1.00	Director	$0	$0	$0
Benjamin Osgood	Director	1.00	Director	$0	$0	$0
ALISA BURGESS-BLAJWAS	Director	1.00	Director	$0	$0	$0
ELIZABETH BIRKA-WHITE	Governance Chai	1.00	Director	$0	$0	$0
Robert Beadle	Director	1.00	Director	$0	$0	$0
ENA CRATSENBURG	Director	1.00	Director	$0	$0	$0
Laura Barr	Director	1.00	Director	$0	$0	$0
Carol Benz	Director	1.00	Director	$0	$0	$0
Lynne Edminster	Director	1.00	Director	$0	$0	$0
Tanum Davis Bohen	Director	1.00	Director	$0	$0	$0
Jennifer Bienaime	Director	1.00	Director	$0	$0	$0
MELISSA BOXER ZILL	Director	1.00	Director	$0	$0	$0
Linda Behnke	Director	1.00	Director	$0	$0	$0
CAELY CUSICK	Director	1.00	Director	$0	$0	$0
Maria Castellucci	Director	1.00	Director	$0	$0	$0
Simi Chehrazi	Director	1.00	Director	$0	$0	$0
France Szeto	Director	1.00	Director	$0	$0	$0
Beatrice Wood	Director	1.00	Director	$0	$0	$0
Elisabeth Smith	Director	1.00	Director	$0	$0	$0
ARLENE INCH	Director	1.00	Director	$0	$0	$0
ANNIE SCHIEDING	Director	1.00	Director	$0	$0	$0
Michelle Ritchie	Director	1.00	Director	$0	$0	$0
Judy Kahn	Director	1.00	Director	$0	$0	$0
Roman Gronkowski	Director	1.00	Director	$0	$0	$0
Olivia Decker	Director	1.00	Director	$0	$0	$0
Jorge Maumer	Director	1.00	Director	$0	$0	$0
Victoria Weatherford	Director	1.00	Director	$0	$0	$0
STEPHANIE TUTTLE	Director	1.00	Director	$0	$0	$0
Curt Cronin	Director	1.00	Director	$0	$0	$0
Jesus Diaz	Director	1.00	Director	$0	$0	$0
Zornitza Stefanova	Director	1.00	Director	$0	$0	$0
Judith Renard	Director	1.00	Director	$0	$0	$0
Ruth Krueger	Director	1.00	Director	$0	$0	$0
Neva Turer	Director	1.00	Director	$0	$0	$0
Danielle Lane	Director	1.00	Director	$0	$0	$0
Emely Weissman	Director	1.00	Director	$0	$0	$0
Carol Liu	Dir. At Large	3.00	Director	$0	$0	$0
Kenzie Ferguson	Director	1.00	Director	$0	$0	$0
Silvia Lin	Director	1.00	Director	$0	$0	$0
Linle Froeb	Director	1.00	Director	$0	$0	$0
Rachel Parker	Director	1.00	Director	$0	$0	$0
Mary Heylin	Director	1.00	Director	$0	$0	$0
Farah Makras	Director	1.00	Director	$0	$0	$0
Toni Wolfson	Director	1.00	Director	$0	$0	$0
Elizabeth Malkassian	Director	1.00	Director	$0	$0	$0
Deborah Mosser	Director	1.00	Director	$0	$0	$0
Jorge Jaramillo	Director	1.00	Director	$0	$0	$0
Celeste Lee-Bobroff	Director	1.00	Director	$0	$0	$0
Merrill Randol	Director	1.00	Director	$0	$0	$0
Molly Wadhwani	Director	1.00	Director	$0	$0	$0
Natalia Urrutia-Hernandez	Director	1.00	Director	$0	$0	$0
Gregg Mattner	Director	1.00	Director	$0	$0	$0
Monetta White	Director	3.00	Director	$0	$0	$0
Marcia Skall	Director	1.00	Director	$0	$0	$0
Irena Matijas	Director	1.00	Director	$0	$0	$0
Christopher Wiseman	Director	1.00	Director	$0	$0	$0
Megan Scacco	Director	1.00	Director	$0	$0	$0
Cynthia Kalev	Director	1.00	Director	$0	$0	$0
Warren Pulley	Director	1.00	Director	$0	$0	$0
Claudia Volpi	Director	1.00	Director	$0	$0	$0
Kim Dempster	Director	1.00	Director	$0	$0	$0
Francesca Amann	Director	1.00	Director	$0	$0	$0
Lauren Erickson	Director	1.00	Director	$0	$0	$0
Mary Poland	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	$1,786,188	$1,796,370	$7,176,566	$-10,182
2023	$2,057,512	$1,592,831	$6,789,504	$464,681
2022	$1,826,130	$1,444,023	$6,200,463	$382,107
2021	$1,005,884	$968,076	$6,980,145	$37,808
2020	$3,361,152	$2,514,955	$6,059,439	$846,197
2019	$2,601,724	$2,525,505	$5,983,043	$76,219
2018	$2,649,033	$2,581,034	$5,879,806	$67,999

SAN FRANCISCO OPERA GUILD AT THE WAR MEMORIAL OPERA HOUSE