Williamson-burnet County Opportunities Inc

Nonprofit profile at a glance

EIN
746075213
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Georgetown, TX, USA
Phone
5127631400
Rating
90
Verdict
STRONG
Rating confidence
Standard
Sector
Human Service Organizations

Reported finances

Revenue
$14,588,253
Expenses
$13,945,420
Assets
$12,982,604
Liabilities
$2,853,035

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • MARCO CRUZ (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MARCO CRUZ (EXECUTIVE DIRECTOR): $115,783 total reported compensation
  • ERICKA PAN (CFO): $71,072 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The ultimate goal of opportunities for williamson and burnet counties (owbc) is to provide resources and opportunities to thousands of children, adults, and seniors annually, to realize educational growth, economic self-sufficiency, and improved quality of life. Owbc is the areas official community action agency which provides a variety of services to the community in response to local needs.

What it reported doing in 2024

Meals on wheels of williamson and burnet counties provides hot, nutritious noon-time meals to disabled adults and seniors age 60 and older. Meals are delivered (to homebound seniors) by caring volunteers to those unable to leave their home or prepare their own meals. Additionally, congregate meals are served at all six senior activity centers in williamson and burnet counties providing nutrition, socialization, activities, and educational seminars that assist in maintaining healthy and independent lifestyles. Over 240,000 meals were served to homebound seniors in 2025. Meals on wheels of williamson and burnet counties greatly depends upon the assistance of over 800 caring volunteers who deliver meals. The program also benefits significantly from the collaboration established with the ministerial alliance in georgetown for financial and volunteer support. Moreover, we receive valuable information and knowledge from other agencies through our interagency council participation in williamson and burnet counties, and continuing education opportunities from the meals on wheels Texas association board. Local social service organizations and generous businesses and individuals enhance resources available to participating seniors.

Operating model

Revenue model
Grant-funded. 95% of the money available for current operations came from government grants.
Distribution model
Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 100
  • Accountability: 100
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.2%; rating input score 79
  • Program expense ratio: 82.7%; rating input score 83
  • Fundraising efficiency: $424.98 raised per $1 spent on fundraising; rating input score 94; 94th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.4%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 56; 56th percentile among comparable filings
  • Officer compensation ratio: 1.3%; rating input score 82; 82nd percentile among comparable filings

Growth

  • Program expense growth: 1.6% per year; rating input score 100; 17th percentile among comparable filings
  • Revenue growth: 2.2% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: 0.4% per year; rating input score 100; 12th percentile among comparable filings

Details

  • Where the money goes: 79.2% of revenue deployed · 82.7% of spending went to programs
  • Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $11.5M in reported program spending
  • Leadership: top reported pay $116K · 13 people listed
  • Highest-paid contractors: 4 contractors listed · $1.1M reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 52/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 56/100.