OPPORTUNITIES FOR INCLUSION INC

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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

1956

Legal Domicile

Principal Officer

MARK BEAUMONT

Phone

7818991344

Tax Period

2023-07-01 to 2024-06-30

OPPORTUNITIES FOR INCLUSION INC, founded in 1956, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 36% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE EDUCATIONAL, EMPLOYMENT TRAINING AND EMPLOYMENT SUPPORT TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABITILIES TO MEET THEIR WHOLE LIFE NEEDS IN GREATER WALTHAM, MA AND SURROUNDING COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,226,297 Revenue: $636,218

EMPLOYMENT - EMPLOYMENT SERVICES INCLUDE INDEPENDENT COMMUNITY WORK AT LOCAL BUSINESSES WITH JOB COACHING/SUPPORT, AND GROUP SUPPORTED EMPLOYMENT AT LOCAL UNIVERSITIES.

Program 2

Expenses: $1,328,514 Revenue: $1,463,217

DAY HABILITATION - PARTICIPANTS RECEIVE EVALUATIONS FROM THERAPISTS INCLUDING PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY, BEHAVIOR AND NUTRITION. THEY ALSO BENEFIT FROM...

DAY HABILITATION - PARTICIPANTS RECEIVE EVALUATIONS FROM THERAPISTS INCLUDING PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY, BEHAVIOR AND NUTRITION. THEY ALSO BENEFIT FROM INDIVIDUALIZED INSTRUCTION, STRUCTURE AND A VARIETY OF CHALLENGING ACTIVITIES IN VARIED ENVIRONMENTS. THE PROGRAM IS COMMITTED TO MAXIMIZING CHOICE, DIGNITY, INDEPENDENCE, COMMUNITY INCLUSION, AND OPPORTUNITIES FOR PEOPLE WITH SIGNIFICANT COGNITIVE, PHYSICAL AND INTELLECTUAL DISABILITIES.

Program 3

Expenses: $991,136 Revenue: $1,339,335

ADULT FAMILY CARE THIS PROGRAM PROVIDES MEDICAID FUNDED TAX FREE FINANCIAL SUPPORT TO FAMILIES CARING FOR THEIR ADOLESCENT/ADULT CHILD WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND/OR THE...

ADULT FAMILY CARE THIS PROGRAM PROVIDES MEDICAID FUNDED TAX FREE FINANCIAL SUPPORT TO FAMILIES CARING FOR THEIR ADOLESCENT/ADULT CHILD WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND/OR THE ELDERLY IN THEIR HOMES.

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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 $3,320,617

Program Service Revenue $4,403,971

Investment Income $-34,462

Other Revenue $-8,676

TOTAL REVENUE $7,681,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,537,386

Fundraising Expenses $239,163

Program Expenses $3,652,457

Other Expenses $2,410,020

TOTAL EXPENSES $4,947,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,681,450	$4,170,887	+0.8%
Expenses	$4,947,406	$4,049,752	+0.2%
Net Income	$2,734,044	$121,135	+21.6%

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

$193,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUANITA ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
TOM DUCA	DIRECTOR (LEFT 01/2024)	1.00	Director	$0	$0	$0
ROBERT GALLAGHER	DIRECTOR (LEFT 01/2024)	1.00	Director	$0	$0	$0
DENNIS JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY MCPHERSON	DIRECTOR	1.00	Director	$0	$0	$0
ED SAUERWALD	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
EMMA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
GERARD COSBY	DIRECTOR	1.00	Director	$0	$0	$0
HARVEY FISHER	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY COSBY	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON HAGOPIAN	DIRECTOR	1.00	Director	$0	$0	$0
SETON MURPHY	DIRECTOR (JOINED 04/2024)	1.00	Director	$0	$0	$0
RONALD H NIX	DIRECTOR (JOINED 03/2024)	1.00	Director	$0	$0	$0
NICOLAS PAVONE	DIRECTOR (JOINED 03/2024)	1.00	Director	$0	$0	$0
SIOBHAN O'CONNELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL KENNEN	VICE CHAIR (AS OF 03/2024)	1.00	Officer Director	$0	$0	$0
KAITLYN RILEY	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY HORRIGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GABRIEL VONLEH	CEO	40.00	Officer	$163,509	$30,040	$193,549

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	$7,681,450	$4,947,406	$9,160,662	$2,734,044
2023	$4,170,887	$4,049,752	$4,206,203	$121,135
2022	$4,012,452	$3,781,453	$3,517,549	$230,999
2021	$2,654,248	$2,364,784	$3,939,636	$289,464
2020	$3,007,552	$3,107,520	$3,376,478	$-99,968
2019	$3,117,851	$3,366,641	$3,123,711	$-248,790