ENGAGING OPPORTUNITIES FOUNDATION … - 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

2018

Legal Domicile

Principal Officer

DAN BARBEE

Phone

4198629091

Tax Period

2023-07-01 to 2024-06-30

ENGAGING OPPORTUNITIES FOUNDATION INC, founded in 2018, is a small nonprofit in the Education sector that reported $136K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

ORGANIZATION PROVIDES MEANINGFUL OPPORTUNITIES FOR INDIVIDUALS WITH SPECIAL NEEDS TO REACH GOALS AND GREATEST POTENTIAL, PAVING THE WAY AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $136,161 Revenue: $136,224

ORGANIZATION PROVIDES MEANINGFUL OPPORTUNITIES FOR INDIVIDUALS WITH SPECIAL NEEDS TO REACH GOALS AND GREATEST POTENTIAL, PAVING THE WAY AWARENESS.

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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 $59,868

Program Service Revenue $0

Investment Income $61

Other Revenue $76,295

TOTAL REVENUE $136,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,650

Fundraising Expenses $0

Program Expenses $136,161

Other Expenses $53,511

TOTAL EXPENSES $136,161

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,224	$153,386	-0.1%
Expenses	$136,161	$132,174	+0.0%
Net Income	$63	$21,212	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
ROBIN LAIRD	CHAIRMAN	1.00	$0	$0	$0
MARGARET MILLS	VICE CHAIR	1.00	$0	$0	$0
SUZANNE SHIMATZKI	SECRETARY	1.00	$0	$0	$0
PAUL NUNGESTER	TREASURER	1.00	$0	$0	$0
DIANE FRAZEE	TRUSTEE	1.00	$0	$0	$0
DAN BARBEE	TRUSTEE	1.00	$0	$0	$0
SUSAN MULLIGAN	TRUSTEE	1.00	$0	$0	$0
KIM STEELE	TRUSTEE	1.00	$0	$0	$0
KATHY BARBEE	EX OFFICIO	1.00	$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	$136,224	$136,161	$135,701	$63
2023	$153,386	$132,174	$117,934	$21,212

ENGAGING OPPORTUNITIES FOUNDATION INC