ENVISION OPELIKA FOUNDATION INC (EIN 043625530) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

BARBARA PATTON

Phone

3347441020

Tax Period

2024-10-01 to 2025-09-30

ENVISION OPELIKA FOUNDATION INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $208K in total revenue in fiscal year 2018. The organization ran a surplus of $104K, a strong 50% operating margin.

Mission

THE PURPOSE OF ENVISION OPELIKA IS TO MAKE A LASTING DIFFERENCE IN THE QUALITY OF LIFE FOR THE CITIZENS OF OPELIKA, AL. CITIZENS AND LEADERS WORK TOGETHER TO ENVISION WHAT THE COMMUNITY COULD BECOME FOR FUTURE GENERATIONS,AND TO IDENTIFY SHARED GOALS ENCOMPASSING ALL ASPECTS OF COMMUNITY LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $737,032

Program Service Revenue $120,302

Investment Income $22,050

Other Revenue $15,000

TOTAL REVENUE $894,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $422,372

Fundraising Expenses $0

Program Expenses $657,632

Other Expenses $241,401

TOTAL EXPENSES $663,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$894,384	$895,954	0.0%
Expenses	$663,773	$657,955	+0.0%
Net Income	$230,611	$237,999	0.0%

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

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
GEORGE ALLEN	DIRECTOR	N/A	Director	$0	$0	$0
COLLEEN ALSOBROOK	DIRECTOR	N/A	Director	$0	$0	$0
JACOB BAILEY	DIRECTOR	N/A	Director	$0	$0	$0
TRIP GARNER	DIRECTOR	N/A	Director	$0	$0	$0
SHANE HEALY	DIRECTOR	N/A	Director	$0	$0	$0
DEKE HILYER	DIRECTOR	N/A	Director	$0	$0	$0
DERIKA HODGE	DIRECTOR	N/A	Director	$0	$0	$0
DEDE JACKSON	DIRECTOR	N/A	Director	$0	$0	$0
SUTRICIA JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON MCCURDY	DIRECTOR	N/A	Director	$0	$0	$0
TAMARCUS MILNER	SECRETARY	N/A	Director	$0	$0	$0
JESSICA SEGREST	DIRECTOR	N/A	Director	$0	$0	$0
FARRELL SEYMORE	DIRECTOR	N/A	Director	$0	$0	$0
KATIE WOLTER	DIRECTOR	N/A	Director	$0	$0	$0
JASON FLOWERS	VICE CHAIR	N/A	Officer	$0	$0	$0
LISA THRIFT HARRELSON	DIRECTOR/CHA	N/A	Officer	$0	$0	$0
BARBARA PATTON	EXECUTIVE T	N/A	Officer	$0	$0	$0
TOM TIPPETT	EXECUTIVE DI	N/A	Officer	$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	$894,384	$663,773	$1,553,418	$230,611
2024	$895,954	$657,955	$1,323,187	$237,999
2023	$1,104,706	$822,655	$1,088,134	$282,051
2022	$821,902	$573,566	$814,500	$248,336
2021	$531,797	$397,830	$554,391	$133,967
2020	$479,778	$359,687	$417,109	$120,091
2019	$207,901	$103,884	$309,265	$104,017

ENVISION OPELIKA FOUNDATION INC