OPPORTUNITY WORKSHOP OF LEXINGTON … - Form 990 Financial Data

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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

1961

Legal Domicile

Principal Officer

TONY HIGGINS

Phone

8592540576

Tax Period

2021-07-01 to 2022-06-30

OPPORTUNITY WORKSHOP OF LEXINGTON INC DBA OPPORTUNITY FOR WORK & LEARNING, founded in 1961, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2021. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 44% operating margin.

Mission

OWL PARTNERS WITHIN COMMUNITIES TO EDUCATE AND EQUIP INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO REACH THEIR VOCATIONAL GOALS.

Program Service Accomplishments

Program 1

Expenses: $1,089,844 Revenue: $2,730,063

VOCATIONAL SERVICES FOR INDIVIDUALS WITH DISABILITIES TO OBTAIN REQUIRED SKILLS SO HE/SHE CAN BE PLACED IN REMUNERATIVE EMPLOYMENT. IN FYE 6/30/22 THE ORGANIZATION SERVED INDIVIDUALS WITH 30...

VOCATIONAL SERVICES FOR INDIVIDUALS WITH DISABILITIES TO OBTAIN REQUIRED SKILLS SO HE/SHE CAN BE PLACED IN REMUNERATIVE EMPLOYMENT. IN FYE 6/30/22 THE ORGANIZATION SERVED INDIVIDUALS WITH 30 EVALUATIONS AND 21 ASSESSMENTS, PLACED 35 INDIVIDUALS IN EMPLOYMENT AND HAD 16 SUCCESSFUL COMPLETIONS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $13,500

Program Service Revenue $552,942

Investment Income $2,179,004

Other Revenue $482,407

TOTAL REVENUE $3,227,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,118,767

Fundraising Expenses $0

Program Expenses $1,089,844

Other Expenses $677,113

TOTAL EXPENSES $1,795,880

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,227,853	$2,389,040	+0.4%
Expenses	$1,795,880	$1,241,812	+0.4%
Net Income	$1,431,973	$1,147,228	+0.2%

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

$91,831

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH MATTINGLY	CHAIR	2.00	Officer Director	$0	$0	$0
GINA GREATHOUSE	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN MICHUL	SECRETARY	1.00	Officer Director	$0	$0	$0
SHAWN ROGERS	TREASURER	1.00	Officer Director	$0	$0	$0
TODD STOLTZFUS	DIRECTOR	0.50	Director	$0	$0	$0
TODD GAUNCE	DIRECTOR	0.50	Director	$0	$0	$0
LAURA DRAKE	DIRECTOR	0.50	Director	$0	$0	$0
MARK RICHARDSON	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS TABLER	DIRECTOR	0.50	Director	$0	$0	$0
WALTER HIGGINS	PRESIDENT/CEO	40.00	Officer	$91,831	$0	$91,831

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
2022	$3,227,853	$1,795,880	$5,245,819	$1,431,973
2021	$2,389,040	$1,241,812	$3,438,642	$1,147,228
2020	$852,770	$1,133,825	$2,163,320	$-281,055
2019	$1,071,091	$1,228,858	$2,251,268	$-157,767

OPPORTUNITY WORKSHOP OF LEXINGTON INC DBA OPPORTUNITY FOR WORK & LEARNING