Opportunity Foundation Inc (EIN 450373040) - 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

1983

Legal Domicile

Principal Officer

Sonya Owan

Phone

7017748593

Tax Period

2024-07-01 to 2025-06-30

Opportunity Foundation Inc, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $13.2M in total revenue in fiscal year 2024.

Mission

Providing a full spectrum of individualized supports and services for people with disabilities.

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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 $821,684

Program Service Revenue $12,112,638

Investment Income $308,843

Other Revenue $-73,300

TOTAL REVENUE $13,169,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,661,663

Fundraising Expenses $0

Program Expenses $10,848,365

Other Expenses $3,177,718

TOTAL EXPENSES $12,839,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,169,865	$13,653,007	0.0%
Expenses	$12,839,381	$12,259,206	+0.0%
Net Income	$330,484	$1,393,801	-0.8%

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

261

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

$210,639

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arden Eide	President	1.00	Officer Director	$0	$0	$0
Katie Barber	Vice President	1.00	Officer Director	$0	$0	$0
Cheryl Saeman	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Kasha Bakewell	Director	1.00	Director	$0	$0	$0
Patty Lund	Director	1.00	Director	$0	$0	$0
Shelli Hayes	Director	1.00	Director	$0	$0	$0
Stacey Hauge	Director	1.00	Director	$0	$0	$0
Jackie Schwan	Director	1.00	Director	$0	$0	$0
LuAnn Unhjem	Director as of Sept 2024	1.00	Director	$0	$0	$0
Betty Baker	Director	1.00	Director	$0	$0	$0
Heather Wheeler	Director as of Aug 2024	1.00	Director	$0	$0	$0
Kris Pacheco	Director as of May 2025	2.00	Director	$0	$0	$0
Rachel Long	Director as of July 2024	3.00	Director	$0	$0	$0
Sherill Fosland	Director until Aug 2024	1.00	Director	$0	$0	$0
Sonya Owan	Executive Director	40.00	Officer	$158,752	$51,887	$210,639
Michael Gwoah	DSP Retirement Day Service	80.75	Highest	$117,652	$23,728	$141,380

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	$13,169,865	$12,839,381	$12,772,680	$330,484
2024	$13,653,007	$12,259,206	$12,427,650	$1,393,801
2023	$13,893,183	$12,418,564	$11,414,731	$1,474,619
2022	$12,038,544	$11,532,745	$9,725,242	$505,799
2021	$12,852,089	$11,120,936	$8,430,927	$1,731,153
2020	$12,360,103	$10,691,721	$6,914,033	$1,668,382
2019	$12,486,149	$11,074,911	$5,139,491	$1,411,238
2018	$7,911,857	$7,823,631	$4,605,287	$88,226

Opportunity Foundation Inc