TRI-COUNTY VA OPPOR INDUST CENTER CO JARED TRUBAN (EIN 541118721) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

LAURA H BURDICK

Phone

5406675489

Tax Period

2019-03-01 to 2020-02-29

TRI-COUNTY VA OPPORTUNITIES INDUSTRIALIZATION CENTER, founded in 1980, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year.

Mission

The mission of Apple Country Head Start is to prepare children from Clarke County, Frederick County, and Winchester to meet their future school experiences and to provide their families with comprehensive support services in order for them to access resources and maximize opportunities in the community

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $3,192

Program Service Revenue $0

Investment Income $342,456

Other Revenue $1,453

TOTAL REVENUE $347,101

Expense Breakdown

Grants Paid $600,000

Salaries & Benefits $3,913

Fundraising Expenses $0

Program Expenses $600,000

Other Expenses $78,355

TOTAL EXPENSES $682,268

Year-over-Year Comparison

	2019	2018	Change
Revenue	$347,101	$735,133	-0.5%
Expenses	$682,268	$763,279	-0.1%
Net Income	$-335,167	$-28,146	+10.9%

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

300

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DELORIS HAUSENFLUCK	Director	1.00	Director	$0	$0	$0
CLARRESA MORTON	SECR/TREASURER	5.00	Officer Director	$0	$0	$0
LAURA H BURDICK	CHAIR	5.00	Officer Director	$0	$0	$0
JAMES COATES JR	Director	1.00	Director	$0	$0	$0
WILLIAM ASKEW III	Director	1.00	Director	$0	$0	$0
LUCIA THOMAS	Director	1.00	Director	$0	$0	$0
STEPHEN BUTLER	Director	1.00	Director	$0	$0	$0
JERI SWOGGER	Director	1.00	Director	$0	$0	$0
SUSAN BOTT	Director	1.00	Director	$0	$0	$0
LEEA SHIRLEY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ANGELA CAIN	Director	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
2020	$347,101	$682,268	No data	$-335,167
2019	$735,133	$763,279	$361,680	$-28,146
2018	$1,121,991	$1,158,268	$584,367	$-36,277

TRI-COUNTY VA OPPOR INDUST CENTER CO JARED TRUBAN