OPPORTUNITIES FOR OTSEGO INC (EIN 166066346) - 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

1966

Legal Domicile

Principal Officer

LISA SAMOLS

Phone

6074338000

Tax Period

2024-04-01 to 2025-03-31

OPPORTUNITIES FOR OTSEGO INC, founded in 1966, is a community nonprofit in the Human Services sector that reported $9.5M in total revenue in fiscal year 2024.

Mission

OPPORTUNITIES FOR OTSEGO, AS A COMMUNITY ACTION AGENCY, MOBILIZES RESOURCES AND CREATES SOLUTIONS TO UNLOCK OPPORTUNITIES FOR LOW INCOME INDIVIDUALS AND FAMILIES IN THE COUNTIES OF OTSEGO AND CHENANGO, NEW YORK. OPPORTUNITIES FOR OTSEGO'S MISSION IS TO BE THE LEADER IN DEVELOPING INNOVATIVE SOLUTIONS THAT PROMOTE HEALTHY LIVES, THRIVING FAMILIES, AND CARING COMMUNITIES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $8,443,871

Program Service Revenue $975,285

Investment Income $29,760

Other Revenue $23,255

TOTAL REVENUE $9,472,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,498,225

Fundraising Expenses $4,540

Program Expenses $8,343,274

Other Expenses $2,846,834

TOTAL EXPENSES $9,345,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,472,171	$8,872,480	+0.1%
Expenses	$9,345,059	$9,092,752	+0.0%
Net Income	$127,112	$-220,272	-1.6%

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

175

Volunteers

362

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

$223,857

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SAMOLS	PRESIDENT	2.00	Officer Director	$0	$0	$0
FANNY CLEMENTS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
BENJAMIN FRIEDELL	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID MERZIG	TREASURER	2.00	Officer Director	$0	$0	$0
DANIEL BUTTERMANN	DIRECTOR	2.00	Director	$0	$0	$0
MARGUERITE DYKES	DIRECTOR	2.00	Director	$0	$0	$0
DR ALAN DONOVAN	DIRECTOR	2.00	Director	$0	$0	$0
TIM PARSONS	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA MATTHEWSON	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BLASCO	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS BRENNER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN SCZESPANSKI	DIRECTOR	2.00	Director	$0	$0	$0
TANYA MARIE SHALOR	C.E.O./C.F.O.	40.00	Officer	$141,533	$6,429	$147,962
DANIEL MASKIN	C.E.O. (TO 6/30/24)	40.00	Officer	$75,417	$478	$75,895

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	$9,472,171	$9,345,059	$2,575,684	$127,112
2024	$8,872,480	$9,092,752	$2,980,338	$-220,272
2023	$8,551,944	$8,643,718	$2,694,826	$-91,774
2022	$8,326,679	$8,372,128	$3,078,713	$-45,449
2021	$7,776,216	$7,925,646	$3,337,883	$-149,430
2020	$8,904,722	$8,710,650	$2,875,604	$194,072
2019	$7,859,757	$7,775,865	$2,763,870	$83,892

OPPORTUNITIES FOR OTSEGO INC