SPECIAL OPPORTUNITY CENTER (EIN 741460967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

DENEE NELSON

Phone

8308964606

Tax Period

2023-01-01 to 2023-12-31

SPECIAL OPPORTUNITY CENTER, founded in 1982, is a small nonprofit that reported $130K in total revenue in fiscal year 2023. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 24% operating margin.

Mission

THE SPECIAL OPPORTUNITY CENTER IS COMMITTED TO PROVIDING SUPPORT AND SERVICES TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. WE DO THIS TO HELP REMAIN IN KERRVILLE AND THE SURROUNDING COMMUNITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $82,780

Program Service Revenue $0

Investment Income $37,414

Other Revenue $10,077

TOTAL REVENUE $130,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48

Fundraising Expenses $0

Program Expenses $86,570

Other Expenses $98,585

TOTAL EXPENSES $98,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,271	$58,202	+1.2%
Expenses	$98,633	$49,434	+1.0%
Net Income	$31,638	$8,768	+2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM MATTHEWS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN FLECKENSTEIN JR	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY SAVY	DIRECTOR	1.00	Director	$0	$0	$0
ADRIA WHELAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADY LEHMANN	SECRETARY	1.00	Officer Director	$0	$0	$0
BARRY REED	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRITTANY LEHMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEAN REED	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA PARMLEY	TREASURER	1.00	Officer 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	No data	No data	No data	No data
2023	$130,271	$98,633	$1,124,836	$31,638
2022	$58,202	$49,434	$1,007,670	$8,768
2021	$89,231	$59,310	$1,150,739	$29,921
2020	$65,590	$39,197	$1,057,992	$26,393
2019	$59,190	$54,881	$974,172	$4,309
2018	$68,901	$49,964	$884,563	$18,937

SPECIAL OPPORTUNITY CENTER