OPPORTUNITIES INC OF JEFFERSON COUNTY (EIN 391078133) - 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

1966

Legal Domicile

Principal Officer

BARBARA LEDUC

Phone

9205632437

Tax Period

2024-01-01 to 2024-12-31

OPPORTUNITIES INC OF JEFFERSON COUNTY, founded in 1966, is a mid-sized nonprofit that reported $20.9M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.5M, a strong 26% operating margin.

Mission

PROVIDE SERVICES FOR INDIVIDUALS TO ENHANCE THEIR ABILITIES TO BE INDEPENDENT.

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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 $909,692

Program Service Revenue $12,969,702

Investment Income $2,682,858

Other Revenue $4,343,849

TOTAL REVENUE $20,906,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,068,038

Fundraising Expenses $311,898

Program Expenses $10,813,456

Other Expenses $3,357,569

TOTAL EXPENSES $15,425,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,906,101	$18,800,540	+0.1%
Expenses	$15,425,607	$14,117,425	+0.1%
Net Income	$5,480,494	$4,683,115	+0.2%

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

3668

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

$1,080,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFRY THEDER	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE LOEB	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
KRISTINE BENEDICT	DIRECTOR	1.00	Director	$0	$0	$0
JAY VANDEN BOOGART	DIRECTOR	1.00	Director	$0	$0	$0
BARB CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
BRETT HEALY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LANGE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DR DONALD WILLIAMS MD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA LEDUC	PRESIDENT/CEO	40.00	Officer	$465,421	$20,925	$486,346
DIANE CANTWELL	VICE PRESIDENT OF FINANCE	40.00	Officer	$262,289	$29,220	$291,509
JASON FREY	VICE PRESIDENT/COO	40.00	Officer	$262,964	$40,138	$303,102
PEGGY MOLDENHAUER-FOTH	VICE PRESIDENT OF OPERATIONS	40.00	Highest	$212,668	$19,037	$231,705
ANN JANQUART	VICE PRESIDENT OF STAFFING	40.00	Highest	$171,943	$25,592	$197,535
ROBIN KENNEDY	VICE PRESIDENT OF MISSION	40.00	Highest	$155,403	$37,897	$193,300
DOUGLASS SANTELLA	DIRECTOR OF OPERATIONS	40.00	Highest	$133,091	$11,393	$144,484
AHCHUNG HO	VICE PRESIDENT OF IT	40.00	Highest	$229,745	$10,291	$240,036

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	$20,906,101	$15,425,607	$96,811,717	$5,480,494
2023	$18,800,540	$14,117,425	$87,581,765	$4,683,115
2022	$17,884,633	$11,416,654	$77,488,371	$6,467,979
2021	$15,358,946	$11,127,175	$79,445,205	$4,231,771
2020	$14,293,582	$11,605,930	$72,186,503	$2,687,652
2019	$18,183,281	$14,251,146	$64,952,997	$3,932,135
2018	$19,561,396	$15,195,560	$55,681,969	$4,365,836

OPPORTUNITIES INC OF JEFFERSON COUNTY