Civic Intelligence

Occupational Enterprises Inc.

990 • Fiscal year 2025 • EIN 54-1978846

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 05, 2025

450 Commerce Drive Ste 6Abingdon, VA 24211

(276) 889-0290

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

1st percentile

-52%

Faster asset growth than 1% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-10%

Faster revenue growth than 20% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$247,713

Down $263,956 (-52%) from 2024

Net Assets

Down

$239,143

Down $252,807 (-51%) from 2024

Liabilities

Down

$8,570

Down $11,149 (-57%) from 2024

Revenue

Down

$1,324,694

Down $155,358 (-10%) from 2024

Expenses

Up

$1,577,501

Up $13,173 (+0.8%) from 2024

Net Income

Down

-$252,807

Down $168,531 (-200%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $235,735Liabilities 2010: $569,465Net Assets 2010: -$333,7302010Assets 2011: $156,973Liabilities 2011: $486,550Net Assets 2011: -$329,5772011Assets 2012: $172,976Liabilities 2012: $43,954Net Assets 2012: $129,0222012Assets 2013: $168,926Liabilities 2013: $9,359Net Assets 2013: $159,5672013Assets 2014: $221,897Liabilities 2014: $5,899Net Assets 2014: $215,9982014Assets 2015: $192,590Liabilities 2015: $8,671Net Assets 2015: $183,9192015Assets 2016: $193,462Liabilities 2016: $3,165Net Assets 2016: $190,2972016Assets 2017: $383,952Liabilities 2017: $8,956Net Assets 2017: $374,9962017Assets 2018: $362,655Liabilities 2018: $5,800Net Assets 2018: $356,8552018Assets 2019: $283,667Liabilities 2019: $10,324Net Assets 2019: $273,3432019Assets 2020: $530,456Liabilities 2020: $195,688Net Assets 2020: $334,7682020Assets 2021: $494,516Liabilities 2021: $192,850Net Assets 2021: $301,6662021Assets 2022: $476,005Liabilities 2022: $14,827Net Assets 2022: $461,1782022Assets 2023: $599,709Liabilities 2023: $23,483Net Assets 2023: $576,2262023Assets 2024: $511,669Liabilities 2024: $19,719Net Assets 2024: $491,9502024Assets 2025: $247,713Liabilities 2025: $8,570Net Assets 2025: $239,1432025

Highlighted filing

2025

Assets$247,713
Liabilities$8,570
Net Assets$239,143

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,682,8402010Expenses 2011: $2,034,7722011Expenses 2012: $1,734,8532012Expenses 2013: $1,259,0852013Revenue 2014: $1,292,167Expenses 2014: $1,235,736Net Income 2014: $56,4312014Revenue 2015: $1,262,950Expenses 2015: $1,295,029Net Income 2015: -$32,0792015Revenue 2016: $1,283,846Expenses 2016: $1,277,468Net Income 2016: $6,3782016Revenue 2017: $1,458,895Expenses 2017: $1,274,195Net Income 2017: $184,7002017Revenue 2018: $1,194,931Expenses 2018: $1,213,072Net Income 2018: -$18,1412018Revenue 2019: $1,227,192Expenses 2019: $1,310,704Net Income 2019: -$83,5122019Revenue 2020: $1,068,557Expenses 2020: $1,007,132Net Income 2020: $61,4252020Revenue 2021: $958,726Expenses 2021: $991,828Net Income 2021: -$33,1022021Revenue 2022: $1,260,878Expenses 2022: $1,101,366Net Income 2022: $159,5122022Revenue 2023: $1,327,117Expenses 2023: $1,212,069Net Income 2023: $115,0482023Revenue 2024: $1,480,052Expenses 2024: $1,564,328Net Income 2024: -$84,2762024Revenue 2025: $1,324,694Expenses 2025: $1,577,501Net Income 2025: -$252,8072025

Highlighted filing

2025

Revenue$1,324,694
Expenses$1,577,501
Net Income-$252,807
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 5, 2025
Return Version
2024v5.0
Gross Receipts
$1,324,694
Mission and Program Overview

Mission

Provide assistance to local department of social services in fulfilling the requirements for implementation of welfare to work programs.

To provide assistance to local department of social services in fulfilling the requireemnts for implementation of welfare to work programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$220,129$142,755▼ $77,374
Cash and Non-Interest-Bearing Accounts$249,132$64,668▼ $184,464
Inventories for Sale or Use$26,632$30,634▲ $4,002
Land, Buildings, and Equipment, Net$12,600$6,480▼ $6,120
Prepaid Expenses and Deferred Charges$3,176$3,176→ $0
Total Assets$511,669$247,713▼ $263,956
Liabilities
Accounts Payable and Accrued Expenses$19,719$8,570▼ $11,149
Total Liabilities$19,719$8,570▼ $11,149
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$491,950$239,143▼ $252,807
Total Net Assets Fund Balance$491,950$239,143▼ $252,807
Total Liabilities and Net Assets / Fund Balance$511,669$247,713▼ $263,956

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,480$101,709$108,189
Equipment-$46,767$46,767
Compensation and Service Providers

Board Members and Trustees

NameTitle
David TaylorChairperson
Chris AustinVice-chair
Lavada JesseeExecutive Di
Abe RutherfordSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,324,529
Program Service Revenue
$0
Investment Income
$165
Other Revenue
$0
All Other Contributions
$138,584
Change in Net Assets
$-252,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,324,694
Total Revenue per Audited Statements
$1,324,694
Total Revenue per Form 990
$1,324,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,221,519
Other Expenses$355,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$887,773$46,725-$934,498
Other Employee Benefits$201,927$10,628-$212,555
Payroll Taxes$70,743$3,723-$74,466
All Other Expenses$32,888$28,927-$61,815
Insurance$42,773$15,132-$57,905
Occupancy$32,970$21,980-$54,950
Travel$26,742--$26,742
Other Expenses$16,905$2,983-$19,888
Fees for Services Accounting$6,804$756-$7,560
Depreciation Depletion-$6,119-$6,119
Total Functional Expenses$1,434,748$142,753$0$1,577,501

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,577,501
Total Expenses per Audited Statements$1,577,501
Total Expenses per Form 990$1,577,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Abe rutherford 644 park ave nw norton, va 24273 jeff justice 621 washington st bristol, va 24201 teresa isom 605-8 pine st hillsville, va 24343 susan mullins p.o. Box 888 wise, va 24293 kristin shumate p.o. Box 434 independence, va 24348 kathy johnson 15068 lee hwy ste 100 bristol, va 24201 lana mullins 190 beech st. Ste 101 gate city, va 24251 tom casteel 201 spurgeon lane bristol, va 24201

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Occupational Enterprises Inc
EIN
54-1978846
Phone
2768890290
Address
450 COMMERCE DRIVE STE 6, ABINGDON, VA 24211

Signing Officer

Name
Lavada Jessee
Title
Executive Director
Phone
2768890290
Signed
2025-09-05

Organization Details

Principal Officer
Lavada Jessee
Formed
1999
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
27

Preparer

Firm
Proffitt & Associates
Address
468 E MAIN ST 214, ABINGDON, VA 24210-3408
Preparer
James R Hughes CPA
Phone
2766763004
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ABE RUTHERFORD 644 PARK AVE NW NORTON, VA 24273 JEFF JUSTICE 621 WASHINGTON ST BRISTOL, VA 24201 TERESA ISOM 605-8 PINE ST HILLSVILLE, VA 24343 SUSAN MULLINS P.O. BOX 888 WISE, VA 24293 KRISTIN SHUMATE P.O. BOX 434 INDEPENDENCE, VA 24348 KATHY JOHNSON 15068 LEE HWY STE 100 BRISTOL, VA 24201 LANA MULLINS 190 BEECH ST. STE 101 GATE CITY, VA 24251 TOM CASTEEL 201 SPURGEON LANE BRISTOL, VA 24201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0511669
IRS990/TotalAssetsEOYAmt0247713
IRS990/TotalAssetsGrp/BOYAmt0511669
IRS990/TotalAssetsGrp/EOYAmt0247713
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01324529
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01434748
IRS990/TotalFunctionalExpensesGrp/TotalAmt01577501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019719
IRS990/TotalLiabilitiesEOYAmt08570
IRS990/TotalLiabilitiesGrp/BOYAmt019719
IRS990/TotalLiabilitiesGrp/EOYAmt08570
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491950
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0239143
IRS990/TotalProgramServiceExpensesAmt01434748
IRS990/TotalRevenueGrp/ExclusionAmt0165
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01324694
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0511669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0247713
IRS990/TravelGrp/ProgramServicesAmt026742
IRS990/TravelGrp/TotalAmt026742
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.OE-INC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAVADA JESSEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02768890290
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCCUPATIONAL ENTERPRISES INC
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0541978846
ReturnHeader/Filer/PhoneNum02768890290
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 COMMERCE DRIVE STE 6
ReturnHeader/Filer/USAddress/CityNm0ABINGDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFFITT & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0468 E MAIN ST 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABINGDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0242103408
ReturnHeader/PreparerPersonGrp/PhoneNum02766763004
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HUGHES CPA
ReturnHeader/ReturnTs02025-09-26T08:19:47-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.01$0.24$1.32$1.58$0.25
2024Summary only. Only limited summary data is available for this year.$0.51$0.02$0.49$1.48$1.56$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.02$0.58$1.33$1.21$0.12
2022Summary only. Only limited summary data is available for this year.$0.48$0.01$0.46$1.26$1.10$0.16
2021Summary only. Only limited summary data is available for this year.$0.49$0.19$0.30$0.96$0.99$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.20$0.33$1.07$1.01$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$1.23$1.31$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.01$0.36$1.19$1.21$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.01$0.37$1.46$1.27$0.18
2016Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$1.28$1.28$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$1.26$1.30$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.22$1.29$1.24$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.01$0.16$1.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.04$0.13$1.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.49$0.33$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.57$0.33$1.68