OCCUPATIONAL SERVICES INC

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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

1957

Legal Domicile

Principal Officer

MICHELLE LANE

Phone

7172639293

Tax Period

2024-07-01 to 2025-06-30

OCCUPATIONAL SERVICES INC, founded in 1957, is a community nonprofit in the Employment sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 4% surplus.

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS TO MAXIMIZE THEIR ABILITIES TO ACHIEVE THEIR HIGHEST POTENTIAL THROUGH VOCATIONAL PROGRAMS AND EMPLOYMENT SERVICES.

Program Service Accomplishments

Program 1

Expenses: $330,314 Revenue: $856,549

OCCUPATIONAL SERVICES, INC. PROVIDES SUPPORT FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO INDEPENDENCE BY MAXIMIZING THEIR ABILITIES TO ACHIEVE THEIR HIGHEST POTENTIAL VOCATIONALLY. IN THE COURSE OF PROVIDING THESE SERVICES, VARIOUS TASKS ARE PERFORMED BY INDIVIDUALS TO ENHANCE THEIR SKILLS AND TO ENABLE THEM TO BE PRODUCTIVE MEMBERS OF THE LOCAL COMMUNITY.

Program 2

Expenses: $2,564,795 Revenue: $2,654,164

OCCUPATIONAL SERVICES, INC. OFFERS A RANGE OF SERVICES TO INDIVIDUALS WITH DISABILITIES, ENABLING EACH INDIVIDUAL TO REACH HIS/HER PERSONAL, VOCATIONAL, AND RELATIONSHIP GOALS BOTH IN THE COMMUNITY...

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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 $125,071

Program Service Revenue $3,510,713

Investment Income $149,662

Other Revenue $16,286

TOTAL REVENUE $3,801,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,982,056

Fundraising Expenses $97,536

Program Expenses $2,895,109

Other Expenses $655,237

TOTAL EXPENSES $3,637,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,801,732	$3,635,897	+0.0%
Expenses	$3,637,293	$3,533,600	+0.0%
Net Income	$164,439	$102,297	+0.6%

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

201

Volunteers

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

$204,871

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN DITZLER	BOARD PRESID	0.38	Officer Director	$0	$0	$0
TIM MORRIS	BOARD VICE-P	0.32	Officer Director	$0	$0	$0
PATRICK MULHERIN	BOARD TREASU	0.36	Officer Director	$0	$0	$0
JAMES HURLEY II	BOARD SECRET	0.32	Officer Director	$0	$0	$0
NANCY BULL	DIRECTOR	0.20	Director	$0	$0	$0
KELLY WATERS	DIRECTOR	0.20	Director	$0	$0	$0
ALEXANDER SHARPE	DIRECTOR	0.36	Director	$0	$0	$0
BRYAN KNOLL	DIRECTOR	0.32	Director	$0	$0	$0
BLANCA NIZAMA	DIRECTOR	0.25	Director	$0	$0	$0
KATHRYN MAHON	DIRECTOR	0.25	Director	$0	$0	$0
MAX JUSTICE	DIRECTOR	0.20	Director	$0	$0	$0
MICHELLE LANE	EXECUTIVE DI	40.00	Officer	$86,560	$27,503	$114,063
MARIA PALADINO	DIRECTOR OF	40.00	Officer	$71,830	$18,978	$90,808

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	$3,801,732	$3,637,293	$7,473,384	$164,439
2024	$3,635,897	$3,533,600	$7,096,386	$102,297
2023	$3,360,436	$3,305,159	$6,703,047	$55,277
2022	$4,244,154	$3,420,928	$6,378,541	$823,226
2021	$3,838,197	$3,284,244	$6,773,407	$553,953
2020	$3,440,400	$3,520,607	$5,591,643	$-80,207
2019	$4,029,014	$3,692,347	$5,282,043	$336,667
2018	$3,685,557	$3,304,315	$5,154,197	$381,242