OPPORTUNITIES UNLIMITED OF ERIE INC (EIN 251376837) - 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

2007

Legal Domicile

Principal Officer

MARY BETH GRAML

Phone

8142179288

Tax Period

2023-07-01 to 2024-06-30

OPPORTUNITIES UNLIMITED OF ERIE INC, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $425K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

Opportunities Unlimited of Erie promotes the pursuit of excellence, commitment to integrity, and development of strong character by creating employment opportunities for people with physical and intellectual disabilities in the community and supporting them in achieving their goals. OU believes that every individual has the potential to engage in meaningful job training and employment.

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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 (2023)

Revenue Breakdown

Contributions & Grants $214,979

Program Service Revenue $210,126

Investment Income $0

Other Revenue $0

TOTAL REVENUE $425,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,657

Fundraising Expenses $0

Program Expenses $321,184

Other Expenses $130,907

TOTAL EXPENSES $419,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$425,105	$269,486	+0.6%
Expenses	$419,564	$271,930	+0.5%
Net Income	$5,541	$-2,444	-3.3%

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

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

Total Directors

$45,760

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARQUIS WALLACE	Executive Dir.	35.00	Director	$45,760	$0	$45,760
PAT KENNEDY ESQ	Director	2.00	Director	$0	$0	$0
CALLIE ARNEY	Director	2.00	Director	$0	$0	$0
RUSSELL MCDAID	Director	2.00	Director	$0	$0	$0
LAURIE ROGAN	Director	2.00	Director	$0	$0	$0
MARY BETH GRAML	COO	20.00	Officer	$0	$0	$0
LIZ EDWARDS-STEEN	Chairman	0.00	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
2025	No data	No data	No data	No data
2024	$425,105	$419,564	$79,336	$5,541
2023	$269,486	$271,930	$59,179	$-2,444
2022	$495,063	$288,482	$89,529	$206,581
2021	$252,373	$349,330	$194,573	$-96,957
2020	$578,510	$709,136	$285,542	$-130,626
2019	$793,005	$795,508	$297,087	$-2,503
2018	$847,419	$850,229	$199,349	$-2,810

OPPORTUNITIES UNLIMITED OF ERIE INC