Opportunity Works Inc (EIN 237364943) - 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

1974

Legal Domicile

Principal Officer

Jane Harris-Fale

Phone

9784626144

Tax Period

2024-07-01 to 2025-06-30

Opportunity Works Inc, founded in 1974, is a mid-sized nonprofit in the Employment sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $12.0M left a modest 4% surplus.

Mission

Opportunity Works enhances the quality of life of people with disabilities by empowering individuals and promoting a culture of dignity and respect through integration, inclusion and independence.

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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 $12,544,177

Program Service Revenue $0

Investment Income $83,913

Other Revenue $-58,189

TOTAL REVENUE $12,569,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,209,781

Fundraising Expenses $184,578

Program Expenses $10,706,951

Other Expenses $3,815,729

TOTAL EXPENSES $12,025,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,569,901	$10,760,552	+0.2%
Expenses	$12,025,510	$10,246,317	+0.2%
Net Income	$544,391	$514,235	+0.1%

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

183

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

$777,355

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Brady	Director	1.00	Director	$0	$0	$0
Richard Eaton	Director	1.00	Director	$0	$0	$0
Judy Lacroix	Director	1.00	Director	$0	$0	$0
Alan Porter	President	1.00	Officer Director	$0	$0	$0
John Garozzo	Treasurer	1.00	Officer Director	$0	$0	$0
Kara Sotirakopoulos	Clerk	1.00	Officer Director	$0	$0	$0
Mike Caras	Director	1.00	Director	$0	$0	$0
Nicole Moses	Vice President	1.00	Officer Director	$0	$0	$0
Lucien Lacroix	Director	1.00	Director	$0	$0	$0
Craig Pouliot	Director	1.00	Director	$0	$0	$0
Jane Harris-Fale	President & CEO	40.00	Officer	$191,361	$24,974	$216,335
Ken Moran	Chief Operating Officer	40.00	Officer	$128,187	$1,166	$129,353
Mike Sughrue	Chief Financial Officer	40.00	Officer	$154,446	$32,431	$186,877
Melissa Merrow	VP Haverhill	40.00	Officer	$112,750	$710	$113,460
Karen Nicholas	Director of Human Resources	40.00	Officer	$106,446	$24,884	$131,330

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	$12,569,901	$12,025,510	$14,202,785	$544,391
2024	$10,760,552	$10,246,317	$14,156,228	$514,235
2023	$10,102,683	$8,941,861	$13,462,553	$1,160,822
2022	$8,191,091	$7,701,098	$12,187,041	$489,993
2021	$7,543,475	$6,643,344	$12,093,683	$900,131

Opportunity Works Inc