OVERVIEW INC (EIN 581260205) - 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

1974

Legal Domicile

Principal Officer

WANDA ADDEO

Phone

4784534111

Tax Period

2023-10-01 to 2024-09-30

OVERVIEW INC, founded in 1974, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

OVERVIEW, INC., OPERATES IN A SEVEN COUNTY AREA PROVIDING SOCIAL SERVICES TO NEEDY RESIDENTS OF THOSE COUNTIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,173,068

Program Service Revenue $0

Investment Income $0

Other Revenue $920

TOTAL REVENUE $3,173,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $574,404

Fundraising Expenses $0

Program Expenses $3,141,366

Other Expenses $2,642,206

TOTAL EXPENSES $3,216,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,173,988	$5,124,500	-0.4%
Expenses	$3,216,610	$4,715,522	-0.3%
Net Income	$-42,622	$408,978	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JIMMY ANDREWS	DIRECTOR	Director	$0	$0	$0
ALLEN HAYWOOD	DIRECTOR	Director	$0	$0	$0
FRANK SIMMONS	DIRECTOR	Director	$0	$0	$0
HELEN HUDSON	DIRECTOR	Director	$0	$0	$0
JAMES HILL	BY-LAWS CHAIR	Director	$0	$0	$0
JOHN WESTMORELAND	DIRECTOR	Director	$0	$0	$0
JOHN WILLIAMS	DIRECTOR	Director	$0	$0	$0
MARK DUPREE	DIRECTOR	Director	$0	$0	$0
PEGGY LEWIS	DIRECTOR	Director	$0	$0	$0
BILLY WEBSTER	DIRECTOR	Director	$0	$0	$0
HORACE DANIEL	DIRECTOR	Director	$0	$0	$0
STELLA HILL	DIRECTOR	Director	$0	$0	$0
MIKE KEENE	DIRECTOR	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
2024	$3,173,988	$3,216,610	$1,162,092	$-42,622
2023	$5,124,500	$4,715,522	$1,228,079	$408,978
2022	$5,151,122	$5,141,089	$1,021,680	$10,033
2021	$3,765,413	$3,714,636	$1,243,432	$50,777
2020	$3,488,256	$3,454,987	$1,138,307	$33,269
2019	$3,007,907	$3,058,236	$785,279	$-50,329
2018	$2,422,298	$2,440,085	$827,441	$-17,787

OVERVIEW INC