OUTREACH INC (EIN 161661375) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

KARA JACOBS

Phone

6157443673

Tax Period

2023-01-01 to 2023-12-31

OUTREACH INC, founded in 2003, is a micro nonprofit in the Human Services sector that reported $15K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $21K exceeded revenue, resulting in a 40% operating deficit.

Mission

OUTREACH INC. ("OUTREACH") IS A CHARITABLE ORGANIZATION ESTABLISHED BY THE EMPLOYEES OF O'CHARELEY'S, LLC ("O'CHARLEY'S") TO PROVIDE SHORT-TERM ASSISTANCE TO THEIR FELLOW EMPLOYEES AND FAMILIES WHO ARE IN SEVERE FINANCIAL NEED AS A RESULT OF UNEXPECTED EMERGENCIES OR CATASTROPHIC DISASTERS. OUTREACH WAS FORMED UNDER IRC SECTION 501(C)(3) AND IS RECOGNIZED AS A PUBLIC CHARITY UNDER IRC SECTION 509(A)(1).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,745

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $14,747

Expense Breakdown

Grants Paid $20,152

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,636

Other Expenses $484

TOTAL EXPENSES $20,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,747	$17,782	-0.2%
Expenses	$20,636	$28,777	-0.3%
Net Income	$-5,889	$-10,995	-0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
MICHELLE DAVIDSON	DIRECTOR	N/A	Director	$0	$0	$0
KARA JACOBS	PRESIDENT/TR	N/A	Officer	$0	$0	$0
MARJORIE NEMZURA	SECRETARY	N/A	Officer	$0	$0	$0
PHILLIP A PURCELL	ASSISTANT SE	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
2024	No data	No data	No data	No data
2023	$14,747	$20,636	$12,017	$-5,889
2022	$17,782	$28,777	$17,906	$-10,995
2021	$22,966	$21,491	$28,901	$1,475
2020	$30,069	$20,632	$27,426	$9,437
2019	$44,212	$38,840	$17,989	$5,372
2018	$49,563	$54,355	$12,617	$-4,792

OUTREACH INC