CALDWELL OPPORTUNITIES

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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

1969

Legal Domicile

Principal Officer

PAM HELTON

Phone

8287575680

Tax Period

2024-07-01 to 2025-06-30

CALDWELL OPPORTUNITIES, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROMOTE EMPLOYMENT AND INDEPENDENCE OF PERSONS WITH DISABILITIES THROUGH CUSTOMER, BUSINESS, COMMUNITY PARTNERSHIPS AND LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $1,068,152

TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.

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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 $1,124,267

Program Service Revenue $0

Investment Income $34,242

Other Revenue $0

TOTAL REVENUE $1,158,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $991,341

Fundraising Expenses $0

Program Expenses $1,068,152

Other Expenses $382,326

TOTAL EXPENSES $1,373,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,158,509	$1,226,055	-0.1%
Expenses	$1,373,667	$1,417,333	0.0%
Net Income	$-215,158	$-191,278	+0.1%

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

$70,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM HELTON	PRESIDENT	0.00	Officer Director	$0	$0	$0
J DANIEL TAYLOR	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
MR BILLY MITCHELL	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
ROCKY BROOKS	BOARD MEMBER	0.00	Director	$0	$0	$0
ALLISON JENSON	BOARD MEMBER	0.00	Director	$0	$0	$0
JON BLAIR	BOARD MEMBER	0.00	Director	$0	$0	$0
JULIE CURRY	EXECUTIVE DIRECTOR	40.00	Officer	$70,838	$0	$70,838

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	$1,158,509	$1,373,667	$860,380	$-215,158
2024	$1,226,055	$1,417,333	$1,114,974	$-191,278
2023	$953,083	$1,021,495	$1,259,088	$-68,412
2022	$968,083	$969,311	$1,354,168	$-1,228
2021	$1,085,250	$835,151	$1,384,845	$250,099
2020	$906,062	$856,172	$1,115,900	$49,890
2019	$1,038,577	$817,412	$1,053,861	$221,165
2018	$935,303	$763,091	$832,125	$172,212