CHAUTAUQUA OPPORTUNITIES INC (EIN 160905222) - 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

KEVIN O'CONNELL

Phone

7163663333

Tax Period

2024-11-01 to 2025-10-31

CHAUTAUQUA OPPORTUNITIES INC, founded in 1965, is a mid-sized nonprofit in the Community Improvement sector that reported $19.2M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $18.1M left a modest 6% surplus.

Mission

CHAUTAUQUA OPPORTUNITIES, INC.'S MISSION IS TO LEAD THE FIGHT AGAINST POVERTY BY MOBILIZING RESOURCES AND CREATING PARTNERSHIPS TO PROMOTE EMPOWERMENT, ECONOMIC INDEPENDENCE AND OPPORTUNITIES.

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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 $15,637,979

Program Service Revenue $2,886,600

Investment Income $604,780

Other Revenue $104,120

TOTAL REVENUE $19,233,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,205,671

Fundraising Expenses $0

Program Expenses $15,347,321

Other Expenses $7,857,124

TOTAL EXPENSES $18,062,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,233,479	$21,845,547	-0.1%
Expenses	$18,062,795	$18,215,532	0.0%
Net Income	$1,170,684	$3,630,015	-0.7%

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

275

Volunteers

553

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

$344,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE HEWITT-JOHNSON	CEO	35.00	Officer	$187,328	$21,984	$209,312
TERI STALTER	CHRO (THRU 1	35.00	Officer	$125,235	$6,446	$131,681
ROBERT DAHLIN	CHRO (BEG 1/	35.00	Officer	$3,653	$0	$3,653
KEVIN O'CONNELL	CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA RUIZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS RICHMOND	SECRETARY	1.00	Officer Director	$0	$0	$0
TRICIA MOORE	TREASURER(TH	1.00	Officer Director	$0	$0	$0
ROBERT MOORE	TREAS (BEG 1	1.00	Officer Director	$0	$0	$0
ROBERT BANKOSKI	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE BAUTISTA	DIRECTOR	1.00	Director	$0	$0	$0
CHAD BONGIOVANNI	DIRECTOR (BE	1.00	Director	$0	$0	$0
THOMAS CARLE	DIRECTOR (BE	1.00	Director	$0	$0	$0
BRITTANY CERRIE-ALLEN	DIRECTOR (BE	1.00	Director	$0	$0	$0
MARIE CARRUBBA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN FORRESTER-MACKAY	DIRECTOR (TH	1.00	Director	$0	$0	$0
VERONICE B JONES	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN KATHMAN	DIRECTOR (BE	1.00	Director	$0	$0	$0
JANET KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE LUCZKOWIAK	DIRECTOR (TH	1.00	Director	$0	$0	$0
WILL PEKRUL	DIRECTOR (BE	1.00	Director	$0	$0	$0
MELISSA POTTER	DIRECTOR (BE	1.00	Director	$0	$0	$0
TESLA TEXIDOR	DIRECTOR (BE	1.00	Director	$0	$0	$0
KEVIN WHITAKER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA WHITE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WHITNEY	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
2025	$19,233,479	$18,062,795	$17,113,597	$1,170,684
2024	$21,845,547	$18,215,532	$17,180,899	$3,630,015
2023	$20,429,175	$19,358,711	$14,252,857	$1,070,464
2022	$17,025,040	$16,227,287	$8,119,012	$797,753
2021	$15,802,051	$15,048,241	$6,065,142	$753,810
2020	$15,756,463	$15,129,835	$5,401,229	$626,628
2019	$16,272,812	$15,648,301	$4,580,125	$624,511
2018	$15,878,213	$15,686,077	$4,096,090	$192,136

CHAUTAUQUA OPPORTUNITIES INC