Okaloosa Walton Homeless Continuum of Care Opportunity Inc (EIN 342056892) - 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

2005

Legal Domicile

Phone

8506351092

Tax Period

2024-07-01 to 2025-06-30

Okaloosa Walton Homeless Continuum of Care Opportunity Inc, founded in 2005, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum.

Mission

To strive for the elimination of homelessness

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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 $2,309,946

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,309,946

Expense Breakdown

Grants Paid $1,806,877

Salaries & Benefits $258,265

Fundraising Expenses $1,531

Program Expenses $2,274,134

Other Expenses $207,461

TOTAL EXPENSES $2,274,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,309,946	$1,433,056	+0.6%
Expenses	$2,274,134	$1,231,598	+0.8%
Net Income	$35,812	$201,458	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eva Wise	Past chair	1	Officer Director	$0	$0	$0
Stephanie Fitzgerald	Chair	3	Officer Director	$0	$0	$0
Jim Gaylord	Vice-chair	2	Officer Director	$0	$0	$0
Rocky Harrison	Secretary	1	Officer Director	$0	$0	$0
Brooke Davis	Treasurer	2	Officer Director	$0	$0	$0
Gerard Bhagwatsingh	Director	1	Director	$0	$0	$0
Janet Brack	Director	1	Director	$0	$0	$0
Amy Dale	Director	1	Director	$0	$0	$0
Fionna Devenney	Director	1	Director	$0	$0	$0
Eric Vandermolen	Director	1	Director	$0	$0	$0
Dean Talley	Director	1	Director	$0	$0	$0
Donna Morgan	Director	1	Director	$0	$0	$0
Sherry Jones	Director	1	Director	$0	$0	$0
Emily Proctor	Director	1	Director	$0	$0	$0
Ryan Bullard	Director	1	Director	$0	$0	$0
Alex Brannon	Director	1	Director	$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	$2,309,946	$2,274,134	$521,009	$35,812
2024	$1,433,056	$1,231,598	$476,137	$201,458
2023	$983,415	$1,072,802	$90,247	$-89,387
2022	$3,788,845	$3,757,676	$586,785	$31,169
2021	$1,179,203	$1,163,718	$217,454	$15,485
2020	$748,713	$755,627	$123,040	$-6,914
2019	$870,514	$811,905	$111,718	$58,609
2018	$778,857	$783,504	$40,824	$-4,647

Okaloosa Walton Homeless Continuum of Care Opportunity Inc