OPPORTUNITY HOMES INC (EIN 421144672) - 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

1979

Legal Domicile

Principal Officer

BEN WELLS

Phone

5633828140

Tax Period

2024-07-01 to 2025-06-30

OPPORTUNITY HOMES INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 4% surplus.

Mission

PROVIDE SERVICES TO PERSONS WITH SPECIAL NEEDS.

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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 $91,174

Program Service Revenue $3,401,150

Investment Income $10,644

Other Revenue $9,640

TOTAL REVENUE $3,512,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,158,806

Fundraising Expenses $0

Program Expenses $2,334,400

Other Expenses $196,184

TOTAL EXPENSES $3,354,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,512,608	$3,227,626	+0.1%
Expenses	$3,354,990	$3,250,108	+0.0%
Net Income	$157,618	$-22,482	-8.0%

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

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

$79,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNA HALE	EXECUTIVE DI	40.00	Officer	$79,013	$0	$79,013
SARA BULMAN	SECRETARY	1.00	Director	$0	$0	$0
SHERRY SCHILLING	DIRECTOR	1.00	Director	$0	$0	$0
MARY SWINBURN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA VOBR	DIRECTOR	1.00	Director	$0	$0	$0
BEN WELLS	PRESIDENT	1.00	Director	$0	$0	$0
SCOTT WILEY	V PRESIDENT	1.00	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	$3,512,608	$3,354,990	$1,355,112	$157,618
2024	$3,227,626	$3,250,108	$1,060,008	$-22,482
2023	$3,296,016	$3,411,706	$1,211,713	$-115,690
2022	$3,311,408	$3,532,537	$1,529,009	$-221,129
2021	$3,870,468	$3,418,313	$1,769,789	$452,155
2020	$3,055,494	$3,011,080	$1,679,396	$44,414
2019	$2,837,161	$2,804,460	$1,083,267	$32,701

OPPORTUNITY HOMES INC