Blue Ridge Opportunity Services Inc DBA Blue Ridge Opportunities (EIN 541615390) - 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

1992

Legal Domicile

Principal Officer

Cathy Wolfe-Heberle

Phone

5406364960

Tax Period

2023-07-01 to 2024-06-30

Blue Ridge Opportunity Services Inc DBA Blue Ridge Opportunities, founded in 1992, is a small nonprofit in the Employment sector that reported $947K in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $915K left a modest 3% surplus.

Mission

Providing center-based and community-based day supports for adults with intellectual disabilities in Warren County and the surrounding area.

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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 (2023)

Revenue Breakdown

Contributions & Grants $74,077

Program Service Revenue $937,098

Investment Income $1,329

Other Revenue $0

TOTAL REVENUE $1,012,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $693,340

Fundraising Expenses $0

Program Expenses $848,361

Other Expenses $223,628

TOTAL EXPENSES $916,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,012,504	$841,548	+0.2%
Expenses	$916,968	$799,743	+0.1%
Net Income	$95,536	$41,805	+1.3%

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

Volunteers

N/A

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

$92,484

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cathy Wolfe-Heberle	Executive Dir.	40.00	Officer	$92,484	$0	$92,484
Randy Morgan	Chairman	2.00	Officer Director	$0	$0	$0
Mike Noble	Treasurer	1.00	Officer Director	$0	$0	$0
Linda Cunningham	Vice Chairman	2.00	Officer Director	$0	$0	$0
Carrie Diem	Director	1.00	Director	$0	$0	$0
Rich Follett	Secretary	1.00	Officer 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	$1,012,504	$916,968	$703,472	$95,536
2023	$841,548	$799,743	$636,380	$41,805
2022	$677,012	$668,175	$581,072	$8,837
2021	$554,216	$553,548	$698,991	$668
2020	$996,175	$931,286	$700,638	$64,889
2019	$1,118,606	$1,130,097	$537,024	$-11,491
2018	$946,789	$915,292	$536,077	$31,497

Blue Ridge Opportunity Services Inc DBA Blue Ridge Opportunities