2023-11-15T16:05:55-06:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-01-01 843935514 THE OPPORTUNITY AGENDA INC OPPO 2123345977 575 8TH AVENUE 701 NEW YORK NY 10018 ADAM LUNA ACTING PRESIDENT 2123345977 2023-11-13 1 ADAM LUNA 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM LUNA 575 8TH AVENUE 701 NEW YORK NY 10018 2245968 0 X WWW.OPPORTUNITYAGENDA.ORG X 2019 DE THE OPPORTUNITY AGENDA IS A COMMUNITY DEDICATED TO BUILDING NARRATIVE AND CULTURAL POWER TO MOVE OUR NATION TOWARD A VISION OF JUSTICE, EQUITY, AND OPPORTUNITY FOR ALL. 11 11 32 11 0 0 10913662 2237960 0 0 0 8008 0 0 10913662 2245968 25000 50000 0 0 1989758 3184884 0 0 655955 1212317 3133604 3227075 6368488 7686587 -4122520 12042303 10800970 390028 3271215 11652275 7529755 X VISION: WE ENVISION A NATIONAL CULTURE OF OPPORTUNITY, COMMUNITY, AND EQUITY, WHICH ENSURES JUST AND RESPONSIBLE POLICIES FOR ALL PEOPLE IN OUR COUNTRY REGARDLESS OF RACE, ETHNICITY, GENDER, ABILITY, RELIGION, OR ECONOMIC STATUS. MISSION: OUR MISSION IS TO BUILD THE PUBLIC IMAGINATION AND CULTURAL WILL TO CHALLENGE WHITE SUPREMACY AND ITS PERVASIVE IMPACT, WORK IN COMMUNITY TO OVERCOME OPPOSITION NARRATIVES THAT EXCLUDE AND DIVIDE US, AND ADVANCE NARRATIVES THAT SUPPORT OPPORTUNITY FOR ALL. VALUES: VALUES PROVIDE THE FOUNDATION FOR ALL OUR NARRATIVE AND MESSAGING DEVELOPMENT RECOMMENDATIONS. AND THEY MUST GUIDE THE WAYS IN WHICH WE WORK TOGETHER INTERNALLY, AS WELL AS THE WAYS IN WHICH WE WORK WITH PARTNERS, COMMUNICATE, CREATE OUR RESEARCH AND MATERIALS, AND MAKE OUR RECOMMENDATIONS. WE STRIVE TO CREATE A SAFE AND DIVERSE COMMUNITY THAT EMBRACES MULTIPLE EXPRESSIONS OF IDENTITY, EXPERIENCE, AND VIEWS. 0 0 4356127 50000 SUPPORTED THE SOCIAL JUSTICE FIELD TO USE COMMUNICATIONS, MEDIA, AND CULTURE TO TELL STORIES THAT CHANGE HOW WE TALK AND THINK ABOUT ISSUES INCLUDING IMMIGRATION, CRIMINAL JUSTICE, ECONOMIC JUSTICE, AND DEMOCRACY; TRAINED 246 SOCIAL JUSTICE LEADERS IN NARRATIVE AND CULTURAL STRATEGIES TO AMPLIFY THEIR VOICES AND EFFECTIVENESS AS STORYTELLERS; SUPPORTED CULTURAL AND ARTISTIC PROJECTS TO ADVANCE NEW NARRATIVES OF SHARED PROSPERITY OF FIVE CULTURE & NARRATIVE FELLOWS THROUGH SIX MONTHS OF STRATEGIC SUPPORT AND A $15,000 STIPEND; HELD OUR 10TH CREATIVE CHANGE BRINGING TOGETHER LEADING ARTISTS, ENTERTAINERS, ADVOCATES, FUNDERS, AND CULTURAL STRATEGISTS TO CREATE ART AND CULTURAL STRATEGIES FOR CHANGE; AND PROVIDED MESSAGING TOOLS WITH RECOMMENDATIONS FOR RESPONDING TO BREAKING NEWS IN A WAY THAT MOVES US TOWARDS NEW SOLUTIONS FOR OUR 30,000+ NETWORK OF ADVOCATES, FUNDERS, POLICYMAKERS, AND OTHER SPOKESPEOPLE. 4356127 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X ADAM LUNA ACTING PRESIDENT 2123343609 575 8TH AVENUE SUITE 701 NEW YORK NY 10018 ADUKE THELWELL TRUSTEE 2.00 X 0 0 0 ALAN MYERS TRUSTEE 2.00 X 0 0 0 AMY REDFORD TRUSTEE (OUTGOING) 2.00 X 0 0 0 BILL GORIN TRUSTEE 2.00 X 0 0 0 KAT O'BRIEN TRUSTEE 2.00 X 0 0 0 MARTIZA GUZMAN TRUSTEE 2.00 X 0 0 0 MICHAEL GOLDBERG TREASURER 5.00 X X 0 0 0 RICHARD ROBERTS TRUSTEE 2.00 X 0 0 0 SARA STUART SECRETARY 5.00 X X 0 0 0 VINCENT BENJAMIN CHAIR 5.00 X X 0 0 0 VLADIMIR ESTIVERNE TRUSTEE 2.00 X 0 0 0 YASMIN CADER TRUSTEE 2.00 X 0 0 0 ELLEN BUCHMAN PRESIDENT 40.00 X 211147 0 18220 ERIKA WILLIAMS COO 40.00 X 196010 0 6839 ADAM LUNA VP FOR PROGRAM STRATEGY & 40.00 X 183486 0 15857 ELIZABETH THEOBALD RICHARDS PROGRAM DIRECTOR (OUTGOING) 40.00 X 127423 0 5445 LESLIE WEBER VP FOR INSTITUTIONAL ADVAN 40.00 X 184952 0 23315 903018 0 69676 5 0 1 0 0 2237960 2237960 8008 8008 2245968 0 0 8008 X 50000 50000 432219 220616 204719 6884 2211391 1629739 215994 365658 63344 44413 9935 8996 156054 112516 18356 25182 321876 225671 50479 45726 73051 73051 2058888 1397746 613638 47504 63491 28285 18371 16835 82296 56767 13321 12208 532647 367413 86220 79014 230020 160039 35564 34417 1992 1992 24073 16605 3897 3571 MISCELLANEOUS EXPENSE 67146 46317 10869 9960 6368488 4356127 1356406 655955 5479911 3876199 3908429 3941522 2250000 719491 403963 17819 0 2245939 12042303 10800970 390028 903785 2367430 390028 3271215 X 7435945 6528515 4216330 1001240 11652275 7529755 12042303 10800970 -4122520 0 X X 0 1 X 1 0 X 4000000 10913662 2245968 17159630 4000000 10913662 2245968 17159630 10186793 6972837 761 8008 8769 17168399 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RIGHT OF USE ASSET 2245939 2245939 X 2245968 0 2245968 0 2245968 6368488 0 6368488 0 6368488 PART X, LINE 2: TOA BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 IN ACCORDANCE WITH ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. 1 NARRATIVE AND CULTURAL STRATEGIES FELLOWSHIPS 5 50000 PART I, LINE 2: RECIPIENTS HAVE PERIODIC CHECK-INS WITH THE STAFF TO REPORT ON PROGRESS AND TROUBLESHOOT ANY ADDITIONAL SUPPORT THAT THEY MIGHT NEED. ADDITIONALLY, THE FELLOWS AGREED TO PARTICIPATE ON A CLOSING REPORT-OUT ON THEIR PROJECTS WHICH WOULD BE RECORDED AND PUBLISHED PUBLICLY. X X 0 0 0 0 0 0 0 0 0 ELLEN BUCHMAN PRESIDENT 211147 0 0 0 0 0 0 0 18220 0 229367 0 0 0 LESLIE WEBER VP FOR INSTITUTIONAL ADVAN 184952 0 0 0 0 0 9160 0 14155 0 208267 0 0 0 ERIKA WILLIAMS COO 196010 0 0 0 0 0 0 0 6839 0 202849 0 0 0 ADAM LUNA VP FOR PROGRAM STRATEGY & 183486 0 0 0 0 0 9328 0 6529 0 199343 0 0 0 PART I, LINE 3 THE CEO AND TOP MANAGEMENT SALARIES ARE ESTABLISHED BY A COMMITTEE OF THE BOARD OF DIRECTORS, IN CONSIDERATION OF THE INDEPENDENT CONSULTANTS. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE KEPT FOR CERTAIN COMMITTEE MEETINGS BUT NOT ALL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND A COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ON AN ANNUAL BASIS AND ARE OBLIGATED TO DISCLOSE ANY CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 OPPORTUNITY AGENDA HAD A PROCESS IN PLACE TO DETERMINE THE SALARY OF THE CEO, TOP MANAGEMENT AND KEY EMPLOYEES WHICH INCLUDED A COMPENSATION SURVEY PERFORMED BY THEIR PEO AND A STUDY PERFORMED BY AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 1,397,746. MANAGEMENT AND GENERAL EXPENSES 613,638. FUNDRAISING EXPENSES 47,504. TOTAL EXPENSES 2,058,888. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.