OKALOOSA-WALTON JOBS AND EDUCATION PARTNERSHIP INC (EIN 593400826) - 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

1996

Legal Domicile

Principal Officer

MICHELE BURNS

Phone

8506512315

Tax Period

2024-07-01 to 2025-06-30

OKALOOSA-WALTON JOBS AND EDUCATION PARTNERSHIP INC, founded in 1996, is a community nonprofit in the Public & Societal Benefit sector that reported $2.9M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION'S MISSION IS TO ENSURE THAT EVERY CITIZEN IN OKALOOSA AND WALTON COUNTIES HAS THE OPPORTUNITY AND SKILLS NECESSARY TO ENGAGE IN MEANINGFUL EMPLOYMENT AND THAT BUSINESSES HAVE ACCESS TO EDUCATED, TRAINED AND PREPARED EMPLOYEES TO MEET THEIR ORGANIZATION'S NEEDS.

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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 $2,853,529

Program Service Revenue $2,900

Investment Income $17

Other Revenue $0

TOTAL REVENUE $2,856,446

Expense Breakdown

Grants Paid $455,717

Salaries & Benefits $1,795,669

Fundraising Expenses $0

Program Expenses $2,871,418

Other Expenses $848,126

TOTAL EXPENSES $3,099,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,856,446	$2,843,077	+0.0%
Expenses	$3,099,512	$2,823,562	+0.1%
Net Income	$-243,066	$19,515	-13.5%

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

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

$213,969

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE CROCKER	CHAIR	1.00	Officer Director	$0	$0	$0
LESLIE SHEEKLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BOB BENNETT	TREASURER	1.00	Officer Director	$0	$0	$0
PAM TEDESCO	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT SEAY	PAST CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA PAZIK	MEMBER-AT-LARGE - WALTON	1.00	Officer Director	$0	$0	$0
JEAN ANNE ENCARDES	MEMBER-AT-LARGE - OKALOOSA	1.00	Officer Director	$0	$0	$0
ALEN BAGGETT	DIRECTOR AS OF 3/11/2025	1.00	Director	$0	$0	$0
JENNIFER BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
DR MELINDA BOWERS	DIRECTOR	1.00	Director	$0	$0	$0
SAM BURKETT	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CRYSTAL	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
DR CHRIS GABERS	DIRECTOR AS OF 9/17/2024	1.00	Director	$0	$0	$0
RON GARRIGA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HAINES	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD H JOHNSON JR	DIRECTOR	1.00	Director	$0	$0	$0
URIAH MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
JOEL PAUL	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL PEDONE	DIRECTOR	1.00	Director	$0	$0	$0
GREG RYNEARSON	DIRECTOR AS OF 3/18/2025	1.00	Director	$0	$0	$0
MICHAEL SMITHART	DIRECTOR AS OF 7/9/2024	1.00	Director	$0	$0	$0
NATHAN SPARKS	DIRECTOR	1.00	Director	$0	$0	$0
SHAYNE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SWINT	DIRECTOR AS OF 2/4/2025	1.00	Director	$0	$0	$0
MICHELLE COOK	DIRECTOR UNTIL 8/31/2024	1.00	Director	$0	$0	$0
AL WARD	DIRECTOR UNTIL 3/13/2025	1.00	Director	$0	$0	$0
LOUIS ERICKSON	DIRECTOR UNTIL 12/27/2024	1.00	Director	$0	$0	$0
DR JEFF MCGILL	DIRECTOT UNTIL 8/12/2024	1.00	Director	$0	$0	$0
SHAWN KNOBEL	FINANCE DIRECTOR	40.00	Officer	$81,463	$7,007	$88,470
MICHELE BURNS	EXECUTIVE DIRECTOR	40.00	Officer	$108,154	$17,345	$125,499

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	$2,856,446	$3,099,512	$747,107	$-243,066
2024	$2,843,077	$2,823,562	$1,144,403	$19,515
2023	$2,725,469	$2,688,462	$729,282	$37,007
2022	$2,594,503	$2,560,177	$985,932	$34,326
2021	$2,563,452	$2,553,616	$680,792	$9,836
2020	$2,773,910	$2,764,558	$652,348	$9,352
2019	$3,398,109	$3,348,706	$786,500	$49,403

OKALOOSA-WALTON JOBS AND EDUCATION PARTNERSHIP INC