OZARK OPPORTUNITIES INC (EIN 710407485) - 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

1969

Legal Domicile

Principal Officer

RICHARD ATKINSON

Phone

8707419406

Tax Period

2024-03-01 to 2025-02-28

OZARK OPPORTUNITIES INC, founded in 1969, is a community nonprofit in the Community Improvement sector that reported $5.1M in total revenue in fiscal year 2018.

Mission

TO PARTNER WITH ORGANIZATIONS, FAMILIES, AND INDIVIDUALS TO PROVIDE SERVICES AND EMPOWERMENT OPPORTUNITIES FOR THOSE WITH LIMITED MEANS TO IMPROVE THEIR QUALITY OF LIFE. WE ARE PEOPLE HELPING PEOPLE.

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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 $5,871,036

Program Service Revenue $16,456

Investment Income $12,550

Other Revenue $0

TOTAL REVENUE $5,900,042

Expense Breakdown

Grants Paid $805,148

Salaries & Benefits $3,769,543

Fundraising Expenses $0

Program Expenses $5,289,058

Other Expenses $1,279,975

TOTAL EXPENSES $5,854,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,900,042	$6,949,389	-0.2%
Expenses	$5,854,666	$6,277,338	-0.1%
Net Income	$45,376	$672,051	-0.9%

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

155

Volunteers

633

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

$261,130

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ATKINSON	CEO	40.00	Officer	$134,228	$22,281	$156,509
TAFF GRICE	CFO	40.00	Officer	$90,121	$14,500	$104,621
WESTIN MEYER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TRISH BECK	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
FAWN KURTZO	SEC./TREAS.	0.50	Officer Director	$0	$0	$0
KAREN CARTER	CHAIR	0.50	Officer Director	$0	$0	$0
NICOLE CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
LANNA BULLINGTON	DIRECTOR	0.50	Director	$0	$0	$0
JANICE MANN	DIRECTOR	0.50	Director	$0	$0	$0
HEATH KIRKPATRICK	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER TIDMORE	DIRECTOR	0.50	Director	$0	$0	$0
CHARMAINE SEATON	DIRECTOR	0.50	Director	$0	$0	$0
KELLY DOWDY	DIRECTOR	0.50	Director	$0	$0	$0
KRISTEN SMITH	DIRECTOR	0.50	Director	$0	$0	$0
PAULETTE HILL	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL THOMAS	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE KERWOOD	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE MANES	DIRECTOR	0.50	Director	$0	$0	$0
MORGAN SHARP	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY SMITH RESIGNED 0801	DIRECTOR	0.50	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
2025	$5,900,042	$5,854,666	$2,920,541	$45,376
2024	$6,949,389	$6,277,338	$3,074,950	$672,051
2023	$6,891,583	$6,789,613	$2,864,876	$101,970
2022	$6,819,793	$6,714,444	$2,913,630	$105,349
2021	$6,486,038	$6,255,741	$1,851,166	$230,297
2020	$5,056,746	$5,094,214	$1,414,984	$-37,468
2019	$5,084,635	$5,156,071	$1,398,831	$-71,436

OZARK OPPORTUNITIES INC