ADAMS AND BROWN COUNTIES ECONOMIC OPPORTUNITIES (EIN 310710683) - 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

1965

Legal Domicile

Principal Officer

DANIEL WICKERHAM

Phone

9373786041

Tax Period

2024-01-01 to 2024-12-31

ADAMS AND BROWN COUNTIES ECONOMIC OPPORTUNITIES, founded in 1965, is a mid-sized nonprofit in the Community Improvement sector that reported $16.5M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

TO PROVIDE SERVICES AND OPPORTUNITIES TO REDUCE POVERTY AND ASSIST LOW TO MODERATE INCOME INDIVIDUALS IN BECOMING SELF-SUFFICIENT

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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 $15,061,092

Program Service Revenue $659,296

Investment Income $-5,005

Other Revenue $831,563

TOTAL REVENUE $16,546,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,261,394

Fundraising Expenses $0

Program Expenses $15,001,980

Other Expenses $7,294,170

TOTAL EXPENSES $16,555,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,546,946	$19,266,875	-0.1%
Expenses	$16,555,564	$19,636,259	-0.2%
Net Income	$-8,618	$-369,384	-1.0%

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

365

Volunteers

1440

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

$113,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA STEPP	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
PATTY WILMOTH	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
JASON WORK	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
CHRIS HABERZETTL	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
DIANE WARD	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
RICHARD DRYDEN	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
JIMMY THOMAS	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
SHEILA MAGGARD	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
BECKY CROPPER	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
LYNN HARDEN	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
RAY BECRAFT	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
DARYLL GRAY	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
BARRY WOODRUFF	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
JEAN RICKEY	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
JENNIFER PATRICK	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
LYNNE BARBER	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
TONY APPLEGATE	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
TAMMY CROTHERS	BOARD OF TRUSTEE	0.50	Director	$0	$0	$0
DANIEL WICKERHAM	EXECUTIVE DIRECTOR	40.00	Officer	$113,409	$0	$113,409

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	$16,546,946	$16,555,564	$11,160,701	$-8,618
2023	$19,266,875	$19,636,259	$11,560,302	$-369,384
2022	$19,103,435	$18,506,046	$11,915,251	$597,389
2021	$16,374,406	$15,355,291	$10,344,175	$1,019,115
2020	$13,609,573	$13,406,441	$10,075,027	$203,132
2019	$12,757,958	$12,394,727	$9,028,170	$363,231
2018	$13,344,375	$11,602,885	$8,545,898	$1,741,490

ADAMS AND BROWN COUNTIES ECONOMIC OPPORTUNITIES