PINNACLE OPPORTUNITIES INC

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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

1996

Legal Domicile

Principal Officer

JEFFREY SHAW

Phone

3093431550

Tax Period

2024-04-01 to 2025-03-31

PINNACLE OPPORTUNITIES INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $6.0M in total revenue in fiscal year 2024. Expenses of $6.8M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN FURTHERANCE OF THOSE CHARITABLE PURPOSES, THE CORPORATION SHALL BE EMPOWERED TO BUILD, LEASE, ACQUIRE AND OTHERWISE OWN AND OPERATE RESIDENTIAL FACILITIES, NURSING FACILITIES AND OTHER RELATED FACILITIES AND SERVICES FOR THE ELDERLY, MENTALLY RETARDED, MENTALLY ILL, DEVELOPMENTALLY DISABLED AND OTHER LIKE CONDITIONS WITHOUT REGARD TO RACE, RELIGION, COLOR, SEX, CREED OR NATIONAL ORIGIN OF SAID PERSONS. THE CORPORATION WILL NOT ENGAGE IN THE PRACTICE OF MEDICINE NOR RENDER ANY LICENSED PROFESSIONAL SERVICES.

Program Service Accomplishments

Program 1

Expenses: $6,094,816 Revenue: $5,844,221

ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING LONG-TERM CARE FACILITIES AND OTHER RELATED SERVICES TO THE DEVELOPMENTALLY DISABLED. THE ORGANIZATION OPERATES 6 FACILITIES WITH A COMBINED...

ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING LONG-TERM CARE FACILITIES AND OTHER RELATED SERVICES TO THE DEVELOPMENTALLY DISABLED. THE ORGANIZATION OPERATES 6 FACILITIES WITH A COMBINED TOTAL OF 88 BEDS WITHIN THESE FACILITIES.

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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 $767

Program Service Revenue $5,844,221

Investment Income $141,275

Other Revenue $0

TOTAL REVENUE $5,986,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,434,499

Fundraising Expenses $0

Program Expenses $6,094,816

Other Expenses $2,342,794

TOTAL EXPENSES $6,777,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,986,263	$5,888,221	+0.0%
Expenses	$6,777,293	$6,125,951	+0.1%
Net Income	$-791,030	$-237,730	+2.3%

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

109

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

$13,500

Total Directors

$22,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SHAW	PRESIDENT	1.00	Officer Director	$0	$0	$9,000
JOHN CARMODY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$4,500
GORDON MONN	DIRECTOR	1.00	Director	$0	$0	$4,500
MICHAEL WARTMAN	DIRECTOR	1.00	Director	$0	$0	$4,500
BRIAN BURGER RFMS INC	CFO	40.00	Officer	$0	$0	$0
JACKIE SPEED	DSP	40.00	Highest	$101,980	$5,120	$107,100

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	$5,986,263	$6,777,293	$4,972,840	$-791,030
2024	$5,888,221	$6,125,951	$5,861,256	$-237,730
2023	$5,476,467	$5,597,404	$6,410,319	$-120,937
2022	$5,175,358	$5,734,582	$6,281,613	$-559,224
2021	$5,667,477	$5,345,456	$6,818,170	$322,021
2020	$4,978,189	$5,396,719	$5,955,947	$-418,530
2019	$4,988,241	$5,088,804	$6,529,433	$-100,563