OPPORTUNITY LIVING FOUNDATION (EIN 421443317) - 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

1995

Legal Domicile

Principal Officer

Shannon Mahannah

Phone

7124648961

Tax Period

2023-07-01 to 2024-06-30

OPPORTUNITY LIVING FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $217K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 19% operating margin.

Mission

To receive and maintain a fund of real and/or personal property to further the mission of Opportunity Living

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,046

Program Service Revenue $0

Investment Income $197,549

Other Revenue $15,000

TOTAL REVENUE $216,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $175,703

TOTAL EXPENSES $175,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,595	$112,740	+0.9%
Expenses	$175,703	$125,104	+0.4%
Net Income	$40,892	$-12,364	-4.3%

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

N/A

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

$300,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Mahannah	Chief Executive Officer	40	Officer	$0	$10,609	$172,955
Jill Westcott	Chief Financial Officer	40	Officer	$0	$10,036	$127,969
Donna Hollers	RN	45	Highest	$0	$5,411	$115,488
Steve Lane	Board Member	1	Director	$0	$0	$0
Jean Blum	Board Member	1	Director	$0	$0	$0
Julie Clayton	Board Member	1	Director	$0	$0	$0
Connie Bellcock	Board Member	1	Director	$0	$0	$0
Ann Hicks	Board Member	1	Director	$0	$0	$0
Austin Steinkamp	Board Member	1	Director	$0	$0	$0
Alan Schrad	Board Member	1	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	No data	No data	No data	No data
2024	$216,595	$175,703	$2,786,597	$40,892
2023	$112,740	$125,104	$2,658,688	$-12,364
2022	$210,513	$100,883	$2,502,964	$109,630
2021	$85,595	$100,703	$2,993,533	$-15,108

OPPORTUNITY LIVING FOUNDATION