OCCUPATIONAL ENTERPRISES INC (EIN 541978846) - 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

1999

Legal Domicile

Principal Officer

LAVADA JESSEE

Phone

2768890290

Tax Period

2024-07-01 to 2025-06-30

OCCUPATIONAL ENTERPRISES INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2017. Revenue decreased 18% compared to the prior year.

Mission

TO PROVIDE ASSISTANCE TO LOCAL DEPARTMENT OF SOCIAL SERVICES IN FULFILLING THE REQUIREEMNTS FOR IMPLEMENTATION OF WELFARE TO WORK PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,324,529

Program Service Revenue $0

Investment Income $165

Other Revenue $0

TOTAL REVENUE $1,324,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,221,519

Fundraising Expenses $0

Program Expenses $1,434,748

Other Expenses $355,982

TOTAL EXPENSES $1,577,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,324,694	$1,480,052	-0.1%
Expenses	$1,577,501	$1,564,328	+0.0%
Net Income	$-252,807	$-84,276	+2.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS AUSTIN	VICE-CHAIR	N/A	Director	$0	$0	$0
ABE RUTHERFORD	SECRETARY	N/A	Director	$0	$0	$0
DAVID TAYLOR	CHAIRPERSON	N/A	Director	$0	$0	$0
LAVADA JESSEE	EXECUTIVE DI	N/A	Officer	$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	$1,324,694	$1,577,501	$247,713	$-252,807
2024	$1,480,052	$1,564,328	$511,669	$-84,276
2023	$1,327,117	$1,212,069	$599,709	$115,048
2022	$1,260,878	$1,101,366	$476,005	$159,512
2021	$958,726	$991,828	$494,516	$-33,102
2020	$1,068,557	$1,007,132	$530,456	$61,425
2019	$1,227,192	$1,310,704	$283,667	$-83,512
2018	$1,194,931	$1,213,072	$362,655	$-18,141

OCCUPATIONAL ENTERPRISES INC