Opportunity Resources Inc (EIN 810247708) - 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

1955

Legal Domicile

Principal Officer

Phone

4067212930

Tax Period

2023-07-01 to 2024-06-30

Opportunity Resources Inc, founded in 1955, is a mid-sized nonprofit that reported $11.7M in total revenue in fiscal year 2023.

Mission

Supporting persons with disabilities in enhancing their quality of life by providing residential, transportation, work, recreation, and personal care services on a daily basis to adults with disabilities.

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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 $11,074,818

Program Service Revenue $769,903

Investment Income $12,021

Other Revenue $-150,830

TOTAL REVENUE $11,705,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,775,413

Fundraising Expenses $104,114

Program Expenses $10,816,786

Other Expenses $1,732,973

TOTAL EXPENSES $11,508,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,705,912	$11,207,290	+0.0%
Expenses	$11,508,386	$10,951,995	+0.1%
Net Income	$197,526	$255,295	-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

357

Volunteers

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

$265,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Kendrick	CEO	40.00	Officer	$150,494	$13,672	$164,166
Candace Erickson	CFO	40.00	Officer	$89,236	$11,672	$100,908
Ashley House	President	0.50	Officer Director	$0	$0	$0
Patricia Baumgart	Vice President	0.50	Officer Director	$0	$0	$0
Barclay Nickel	Secretary	0.50	Officer Director	$0	$0	$0
Zach Franz	Treasurer	0.50	Officer Director	$0	$0	$0
Tom Stocking	Director	0.50	Director	$0	$0	$0
Cindy Biggerstaff	Director	0.50	Director	$0	$0	$0
Barbara Simon	Director	0.50	Director	$0	$0	$0
Ted Stetler	Director	0.50	Director	$0	$0	$0
Max Bauer	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	No data	No data	No data	No data
2024	$11,705,912	$11,508,386	$12,083,135	$197,526
2023	$11,207,290	$10,951,995	$11,461,814	$255,295
2022	$13,603,714	$11,547,933	$11,253,763	$2,055,781
2021	$11,751,723	$11,037,893	$11,683,212	$713,830
2020	$11,610,656	$11,921,387	$10,791,404	$-310,731
2019	$11,480,928	$11,230,451	$9,227,414	$250,477
2018	$12,946,119	$12,410,984	$8,951,824	$535,135

Opportunity Resources Inc