OPPORTUNITY PARTNERS (EIN 410737221) - 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

1953

Legal Domicile

Principal Officer

LORI SCHLUTTENHOFER

Phone

9529385511

Tax Period

2024-01-01 to 2024-12-31

OPPORTUNITY PARTNERS, founded in 1953, is a mid-sized nonprofit in the Employment sector that reported $29.4M in total revenue in fiscal year 2024.

Mission

OPPORTUNITY PARTNERS IS A NONPROFIT ORGANIZATION THAT ADVANCES THE QUALITY OF LIFE FOR OVER 1,000 ADULTS WITH DISABILITIES EACH YEAR THROUGH EMPLOYMENT, RESIDENTIAL AND ENRICHMENT SERVICES DESIGNED TO HELP PEOPLE SUCCEED. OUR AWARD-WINNING, PERSON-CENTERED SERVICES HELP PEOPLE WITH DISABILITIES BE A PART OF THE COMMUNITY, ESTABLISH REWARDING CAREERS, EXPAND SOCIAL CONNECTIONS AND REACH GOALS OF GREATER INDEPENDENCE. WE KNOW THAT WHEN ALL PEOPLE HAVE A CHANCE TO BE ACCEPTED AND INCLUDED, OUR WORLD IS BETTER. WE ARE STRONGER TOGETHER!

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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 $1,122,802

Program Service Revenue $27,763,137

Investment Income $452,352

Other Revenue $102,780

TOTAL REVENUE $29,441,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,114,648

Fundraising Expenses $564,673

Program Expenses $25,697,122

Other Expenses $7,186,911

TOTAL EXPENSES $29,321,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,441,071	$27,562,622	+0.1%
Expenses	$29,321,176	$28,114,887	+0.0%
Net Income	$119,895	$-552,265	-1.2%

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

473

Volunteers

125

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

$587,971

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN YEKALDO	CHAIR	5.00	Officer Director	$0	$0	$0
GINNY KREMER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JAMIE JACKSON	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN KELLY	SECRETARY	5.00	Officer Director	$0	$0	$0
BEN KNOLL	DIRECTOR	5.00	Director	$0	$0	$0
BRYAN CHAMBER	DIRECTOR	5.00	Director	$0	$0	$0
DAN HOKE	DIRECTOR	5.00	Director	$0	$0	$0
DAVID DORN	DIRECTOR	5.00	Director	$0	$0	$0
JACK LEE	DIRECTOR	5.00	Director	$0	$0	$0
JOE KUKLA	DIRECTOR	5.00	Director	$0	$0	$0
JOHN CHURCH	DIRECTOR	5.00	Director	$0	$0	$0
JULIE SJORDAL	DIRECTOR	5.00	Director	$0	$0	$0
KATE HARAHAN	DIRECTOR	5.00	Director	$0	$0	$0
KATIE MATTIS SARVER	DIRECTOR	5.00	Director	$0	$0	$0
MARY FENSKE	DIRECTOR	5.00	Director	$0	$0	$0
MIKE MCELROY	DIRECTOR	5.00	Director	$0	$0	$0
MIKE MCMAHAN	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD BAUER	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE NYAMUSHANYA	DIRECTOR	5.00	Director	$0	$0	$0
TONIA TEASLEY	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM SCHULTZ	PRESIDENT & CEO	40.00	Officer	$202,054	$19,779	$221,833
LORI SCHLUTTENHOFER	PRESIDENT & CEO	40.00	Officer	$196,452	$36,810	$233,262
NELSON NEUBRECH	VP OF FINANCE	40.00	Officer	$130,347	$2,529	$132,876
TODD SCHOOLMAN	VP OF HUMAN RESOURCES	40.00	Highest	$131,595	$22,141	$153,736
HEATHER SHIELL	VP OF ADVANCEMENT	40.00	Highest	$117,565	$29,718	$147,283
CALLI KADLEC	VP DAY & EMPLOYMENT SERVICES	40.00	Highest	$113,865	$28,688	$142,553
JAY SIFFERLE	SENIOR DIRECTOR BUSINESS DEVELOPMENT	40.00	Highest	$129,806	$26,539	$156,345
DAN RAY	SENIOR DIRECTOR OPERATIONS - PRODUCTION	40.00	Highest	$117,007	$40,116	$157,123

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	$29,441,071	$29,321,176	$28,849,756	$119,895
2023	$27,562,622	$28,114,887	$28,536,980	$-552,265
2022	$28,794,070	$28,605,401	$28,858,606	$188,669
2021	$30,434,799	$28,304,223	$30,673,233	$2,130,576
2020	$26,797,746	$26,396,159	$26,381,596	$401,587
2019	$34,124,065	$32,275,459	$25,260,831	$1,848,606
2018	$34,014,987	$34,855,807	$23,411,917	$-840,820

OPPORTUNITY PARTNERS