ECONOMIC OPPORTUNITIES ADVANCEMENT… - 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

1966

Legal Domicile

Principal Officer

JAMES JESSE

Phone

2547530331

Tax Period

2023-09-01 to 2024-08-31

ECONOMIC OPPORTUNITIES ADVANCEMENT CORP OF PLANNING REGION XI, founded in 1966, is a mid-sized nonprofit in the Human Services sector that reported $16.9M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

IMPLEMENT AND CARRY OUT THE PROVISIONS OF THE ECONOMIC OPPORTUNITIES ACT OF 1964.

Program Service Accomplishments

Program 1

Expenses: $9,603,147

CHILD CARE AND DEVELOPMENT - TO INCREASE THE AVAILABILITY, AFFORDABILITY AND QUALITY OF CHILD CARE SERVICES IN THE CENTRAL TEXAS AREA; AND PROVIDE HEALTH, EDUCATIONAL AND NUTRITIONAL SERVICES...

CHILD CARE AND DEVELOPMENT - TO INCREASE THE AVAILABILITY, AFFORDABILITY AND QUALITY OF CHILD CARE SERVICES IN THE CENTRAL TEXAS AREA; AND PROVIDE HEALTH, EDUCATIONAL AND NUTRITIONAL SERVICES DISADVANTAGED CHILDREN AGES BIRTH TO FIVE.

Program 2

Expenses: $5,344,790

EMERGENCY SERVICES - TO PROVIDE EMERGENCY ASSISTANCE FOR UTILITIES, RENT, ETC TO QUALIFIED LOW-INCOME INDIVIDUALS, AND HELP THOSE WHO CAN TRANSITION OUT OF POVERTY.

Program 3

Expenses: $626,344

WEATHERIZATION DEPARTMENT OF ENERGY - REDUCES ENERGY COSTS FOR LOW INCOME HOUSEHOLDS BY INCREASING THE ENERGY EFFICIENCY OF THEIR HOMES, WHILE ENSURING THEIR HEALTH AND SAFETY. TENANT BASED RENTAL...

WEATHERIZATION DEPARTMENT OF ENERGY - REDUCES ENERGY COSTS FOR LOW INCOME HOUSEHOLDS BY INCREASING THE ENERGY EFFICIENCY OF THEIR HOMES, WHILE ENSURING THEIR HEALTH AND SAFETY. TENANT BASED RENTAL ASSISTANCE - PROVIDE RENTAL ASSISTANCE FOR ELIGIBLE HOUSEHOLDS THROUGH THE TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS HOME PROGRAM.

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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 $15,631,628

Program Service Revenue $0

Investment Income $63,773

Other Revenue $1,192,426

TOTAL REVENUE $16,887,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,045,373

Fundraising Expenses $0

Program Expenses $15,574,281

Other Expenses $8,411,954

TOTAL EXPENSES $16,457,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,887,827	$20,093,763	-0.2%
Expenses	$16,457,327	$22,076,383	-0.3%
Net Income	$430,500	$-1,982,620	-1.2%

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

265

Volunteers

1740

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

$57,871

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN PERRY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN COPELAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH NELSON	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
GARY LUFT	TREASURER	1.00	Officer Director	$0	$0	$0
DR CASSY BURLESON	DIRECTOR	0.00	Director	$0	$0	$0
DYTRUM THIRKILL	DIRECTOR	1.00	Director	$0	$0	$0
DR HOWARD CHILDS	DIRECTOR	0.00	Director	$0	$0	$0
RENEE TURNER	DIRECTOR	0.00	Director	$0	$0	$0
CHARLES EATON	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTOPHER CHANCE	DIRECTOR	0.00	Director	$0	$0	$0
NATHESIA WHITE	DIRECTOR	0.00	Director	$0	$0	$0
JAMES JESSE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
JEFFREY CASE	CFO	40.00	Officer	$57,871	$0	$57,871
DOROTHY MARSTALLER	FORMER EXECUTIVE DIRECTOR	40.00		$104,419	$0	$104,419

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	No data	No data	No data	No data
2024	$16,887,827	$16,457,327	$8,549,090	$430,500
2023	$20,093,763	$22,076,383	$9,785,664	$-1,982,620
2023	$23,700,681	$22,982,561	$13,911,969	$718,120
2022	$33,210,974	$30,920,849	$14,954,595	$2,290,125
2021	$7,757,822	$7,317,471	$8,711,208	$440,351
2021	$18,666,042	$17,995,623	$7,841,884	$670,419
2020	$19,442,206	$19,745,027	$6,250,462	$-302,821
2019	$24,110,860	$24,209,846	$7,202,033	$-98,986
2018	$25,137,045	$24,729,201	$6,473,479	$407,844

ECONOMIC OPPORTUNITIES ADVANCEMENT CORP OF PLANNING REGION XI