WILLIAMSON-BURNET COUNTY OPPORTUNITIES INC (EIN 746075213) - 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

1965

Legal Domicile

Principal Officer

MARCO CRUZ

Phone

5127631400

Tax Period

2022-12-01 to 2023-11-30

WILLIAMSON-BURNET COUNTY OPPORTUNITIES INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $15.9M in total revenue in fiscal year 2022.

Mission

TO PROVIDE RESOURCES AND OPPORTUNITIES NEEDED BY CHILDREN, ADULTS, AND SENIORS OF WILLIAMSON AND BURNET COUNTIES TO REALIZE EDUCATIONAL GROWTH, ECONOMIC SELF-

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,730,128

Program Service Revenue $12,479

Investment Income $102,915

Other Revenue $33,521

TOTAL REVENUE $15,879,043

Expense Breakdown

Grants Paid $2,856,975

Salaries & Benefits $9,421,951

Fundraising Expenses $59,332

Program Expenses $13,603,165

Other Expenses $3,740,360

TOTAL EXPENSES $16,019,286

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,879,043	$15,624,811	+0.0%
Expenses	$16,019,286	$14,341,920	+0.1%
Net Income	$-140,243	$1,282,891	-1.1%

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

235

Volunteers

1661

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

$315,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCO CRUZ	EXECUTIVE DIRECTOR	40.00	Officer	$113,621	$5,774	$119,395
DANIEL INGRAM	CFO	40.00	Officer	$77,493	$11,487	$88,980
KELLY DIX	CHAIR	1.00	Director	$0	$0	$0
FERNANDO ALBORNOZ	VICE CHAIR	1.00	Director	$0	$0	$0
MARK TUMMONS	SECRETARY	1.00	Director	$0	$0	$0
FRANK REILLY	DIRECTOR	1.00	Director	$0	$0	$0
TERRY COOK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE BRADY	DIRECTOR	1.00	Director	$0	$0	$0
LONDA CHANDLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SPROTT	DIRECTOR	1.00	Director	$0	$0	$0
DONNA SHAW	DIRECTOR	1.00	Director	$0	$0	$0
TRACY WATERS	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MIRELES	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WALLACE	FORMER CFO	40.00	Officer	$96,167	$10,590	$106,757

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	$15,879,043	$16,019,286	$12,307,240	$-140,243
2022	$15,624,811	$14,341,920	$13,095,752	$1,282,891
2021	$18,210,488	$13,383,345	$10,902,151	$4,827,143
2020	$14,072,057	$13,497,278	$12,116,067	$574,779
2019	$12,664,448	$12,799,014	$11,387,832	$-134,566
2018	$12,842,880	$12,816,991	$11,683,719	$25,889

WILLIAMSON-BURNET COUNTY OPPORTUNITIES INC