TRI-COUNTY OPPORTUNITIES COUNCIL (EIN 362559180) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

JILL CALKINS

Phone

8156257830

Tax Period

2024-01-01 to 2024-12-31

TRI-COUNTY OPPORTUNITIES COUNCIL, founded in 1965, is a mid-sized nonprofit in the Community Improvement sector that reported $19.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

TO PREVENT, ALLEVIATE AND ELIMINATE POVERTY WITHIN THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,657,902

Program Service Revenue $108,605

Investment Income $-21,427

Other Revenue $65,881

TOTAL REVENUE $19,810,961

Expense Breakdown

Grants Paid $10,043,339

Salaries & Benefits $7,453,284

Fundraising Expenses $0

Program Expenses $18,607,452

Other Expenses $3,005,086

TOTAL EXPENSES $20,501,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,810,961	$22,638,180	-0.1%
Expenses	$20,501,709	$22,946,501	-0.1%
Net Income	$-690,748	$-308,321	+1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

199

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

$217,424

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BURSZTYNSKY	TREASURER	0.50	Officer Director	$0	$0	$0
ALBERT HARMON	CHAIR PERSON	0.50	Officer Director	$0	$0	$0
JULIE JACOBS	SECRETARY	0.50	Officer Director	$0	$0	$0
JEANNE VARGAS	VICE CHAIR PERSON	0.50	Officer Director	$0	$0	$0
STEPHANIE FOES	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN HOCKSTADT	BOARD MEMBER	0.50	Director	$0	$0	$0
DEREK WHITED	BOARD MEMBER	0.50	Director	$0	$0	$0
BETSY KINDER	BOARD MEMBER	0.50	Director	$0	$0	$0
RONALD PRESTON	BOARD MEMBER	0.50	Director	$0	$0	$0
JUANITA RANDKLEV	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY JO CREDI	BOARD MEMBER (END 04/18/24)	0.50	Director	$0	$0	$0
BERNENE DAHL	BOARD MEMBER	0.50	Director	$0	$0	$0
KIM DAHL	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNNAE GARRETT	BOARD MEMBER	0.50	Director	$0	$0	$0
KENNETH KROGULSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
SONJIA MARTIN	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL MCEMERY	BOARD MEMBER (END 12/31/24)	0.50	Director	$0	$0	$0
DAVID TORRES	BOARD MEMBER	0.50	Director	$0	$0	$0
MARISSA TRUMPER	BOARD MEMBER	0.50	Director	$0	$0	$0
REED AKRE	BOARD MEMBER	0.50	Director	$0	$0	$0
KARLA BELZER	BOARD MEMBER (END 01/18/24)	0.50	Director	$0	$0	$0
KRISTINA JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
GINNY MCPERRYMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
CHARLOTTE BALENSIFEN	BOARD MEMBER	0.50	Director	$0	$0	$0
RON KLEPPIN	BOARD MEMBER	0.50	Director	$0	$0	$0
BRAD LINDSTROM	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBIN CAMPLAIN	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID DITZLER	BOARD MEMBER	0.50	Director	$0	$0	$0
MARCIA HEUER	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA JOHNSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BETTY JOHNSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BJ FLOYD HOLOCKER	BOARD MEMBER	0.50	Director	$0	$0	$0
REV BOB HENKELMAN	BOARD MEMBER (END 03/25/24)	0.50	Director	$0	$0	$0
MARY CORK	BOARD MEMBER	0.50	Director	$0	$0	$0
TOM HOWES	BOARD MEMBER	0.50	Director	$0	$0	$0
SUE BRITT	BOARD MEMBER	0.50	Director	$0	$0	$0
DARLENE HARTMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
DONNA KOEHLER	BOARD MEMBER (END 01/19/24)	0.50	Director	$0	$0	$0
LINDA PENNELL	BOARD MEMBER	0.50	Director	$0	$0	$0
INGA NEUNER	BOARD MEMBER	0.50	Director	$0	$0	$0
BECKY RICH	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA WATTERS	BOARD MEMBER	0.50	Director	$0	$0	$0
DENISE RUSSELL	BOARD MEMBER (END 11/26/24)	0.50	Director	$0	$0	$0
LORENE WINFIELD	BOARD MEMBER (END 07/13/24)	0.50	Director	$0	$0	$0
JILL CALKINS	PRESIDENT/CEO	40.00	Officer	$104,830	$5,501	$110,331
DAWN KANZLER	FISCAL OPERATIONS MANAGER	40.00	Officer	$92,596	$14,497	$107,093

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	$19,810,961	$20,501,709	$5,396,244	$-690,748
2023	$22,638,180	$22,946,501	$4,914,005	$-308,321
2022	$24,004,630	$23,402,719	$5,052,235	$601,911
2021	$21,031,139	$20,750,224	$4,578,853	$280,915
2020	$18,238,868	$17,522,857	$4,101,390	$716,011
2019	$16,902,289	$16,723,831	$3,316,343	$178,458
2018	$16,559,912	$16,396,785	$2,837,272	$163,127
2018	$16,675,798	$16,544,110	$2,837,272	$131,688

TRI-COUNTY OPPORTUNITIES COUNCIL