The Opportunity Alliance (EIN 010274725) - 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

1965

Legal Domicile

Principal Officer

Joseph Everett

Phone

2078741175

Tax Period

2024-07-01 to 2025-06-30

The Opportunity Alliance, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $40.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

Transforming our community by helping people in need build better lives.

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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 $23,993,658

Program Service Revenue $15,431,957

Investment Income $896,479

Other Revenue $-42,588

TOTAL REVENUE $40,279,506

Expense Breakdown

Grants Paid $695,612

Salaries & Benefits $29,270,192

Fundraising Expenses $215,267

Program Expenses $34,858,446

Other Expenses $9,464,570

TOTAL EXPENSES $39,430,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,279,506	$36,544,941	+0.1%
Expenses	$39,430,374	$37,252,730	+0.1%
Net Income	$849,132	$-707,789	-2.2%

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

667

Volunteers

150

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

$395,032

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Josh Steirman	Board Chair	3.00	Officer Director	$0	$0	$0
Erin Diekema	Treasurer	1.00	Officer Director	$0	$0	$0
Kris Sahonchik	Secretary	3.00	Officer Director	$0	$0	$0
Rebecca Bloch	Trustee	2.00	Director	$0	$0	$0
Abusana Micky Bondo	Trustee	1.00	Director	$0	$0	$0
Anneliese Gerland	Trustee	1.00	Director	$0	$0	$0
Steve Gorsun	Trustee	1.00	Director	$0	$0	$0
Meghan Henry	Trustee	1.00	Director	$0	$0	$0
Jeanne Hulit	Trustee	1.00	Director	$0	$0	$0
Frances Hutchinson	Trustee	1.00	Director	$0	$0	$0
Bernie Kavanagh	Trustee	1.00	Director	$0	$0	$0
Anne LaFond	Trustee	3.00	Director	$0	$0	$0
Ghomri Rostampour	Trustee	1.00	Director	$0	$0	$0
Betsy Tod	Trustee	1.00	Director	$0	$0	$0
Nina Trowbridge	Trustee	1.00	Director	$0	$0	$0
Penelope Wheeler-Abbott	Trustee	1.00	Director	$0	$0	$0
Robert Payne	Chief Financial Officer	40.00	Officer	$0	$0	$0
Joseph R Everett	President & CEO	40.00	Officer	$185,666	$16,192	$201,858
Dawn A Ouellette	Chief Financial Officer	40.00	Officer	$159,454	$33,720	$193,174
Ashley Goulet	VP of Operations	40.00	Highest	$113,259	$15,901	$129,160
Sarah D Maxwell	Chief Operating Officer	40.00	Highest	$136,544	$25,559	$162,103
Louise M Marsden	VP of Children & Family Services	40.00	Highest	$154,930	$15,899	$170,829
Karen A Turgeon	VP of Programs	40.00	Highest	$120,825	$22,778	$143,603
Kristin Ricciardone	VP of Residential Programs	40.00	Highest	$117,990	$35,144	$153,134

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	$40,279,506	$39,430,374	$20,967,347	$849,132
2024	$36,544,941	$37,252,730	$23,910,412	$-707,789
2023	$57,557,910	$57,055,310	$25,605,234	$502,600
2022	$84,718,963	$84,991,231	$26,061,913	$-272,268
2021	$49,098,638	$44,487,381	$23,247,891	$4,611,257
2020	$33,165,243	$32,544,843	$18,580,124	$620,400
2019	$29,420,362	$28,907,045	$12,834,072	$513,317

The Opportunity Alliance