OCCUPATIONAL CENTER OF UNION COUNT… - Form 990 Financial Data

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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

1959

Legal Domicile

Principal Officer

ANGELA CALZONE

Phone

9082417200

Tax Period

2024-01-01 to 2024-12-31

OCCUPATIONAL CENTER OF UNION COUNTY INC, founded in 1959, is a community nonprofit in the Health Care sector that reported $7.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $7.3M left a modest 6% surplus.

Mission

PROGRAMS AND SERVICES THAT EMPOWER INDIVIDUALS WITH DISABILITIES IN THEIR PURSUIT OF INDEPENDENCE AND MEANINGFUL EMPLOYMENT.

Program Service Accomplishments

Program 1

Expenses: $6,094,981 Revenue: $1,109,684

VOCATIONAL REHABILITATION, JOB PLACEMENT, SUPPORTED EMPLOYMENT AND LONG TERM EXTENDED EMPLOYMENT, AS WELL AS MENTAL HEALTH PARTIAL CARE SERVICES.

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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 $5,734,417

Program Service Revenue $974,236

Investment Income $813,521

Other Revenue $215,518

TOTAL REVENUE $7,737,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,668,048

Fundraising Expenses $39,797

Program Expenses $6,094,981

Other Expenses $1,619,756

TOTAL EXPENSES $7,287,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,737,692	$6,961,513	+0.1%
Expenses	$7,287,804	$6,694,368	+0.1%
Net Income	$449,888	$267,145	+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

327

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

$196,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL SCHAFHAUSER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JANIS ARRINDELL	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES WALTER	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
KENNETH ROWINSKY	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JO ANN KOVALCIK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROMAN	DIRECTOR	1.00	Director	$0	$0	$0
TR RATHJEN	DIRECTOR	1.00	Director	$0	$0	$0
GENE JANNOTTI	DIRECTOR	1.00	Director	$0	$0	$0
MOHSEN BADRAN	DIRECTOR	1.00	Director	$0	$0	$0
TARA MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
DAWN WALTER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA CALZONE	PRESIDENT/CEO	35.00	Officer	$174,423	$22,353	$196,776

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	$7,737,692	$7,287,804	$12,051,333	$449,888
2023	$6,961,513	$6,694,368	$11,288,338	$267,145
2022	$6,885,090	$6,053,026	$10,005,938	$832,064
2021	$6,568,594	$5,590,515	$10,933,854	$978,079
2020	$5,604,090	$5,278,962	$9,660,449	$325,128
2019	$5,366,912	$5,217,372	$8,360,502	$149,540
2018	$4,804,521	$5,302,910	$7,345,263	$-498,389

OCCUPATIONAL CENTER OF UNION COUNTY INC