OPPORTUNITY AGENDA INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY AGENDA INC (EIN 84-3935514)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202602319349301600
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T11:41:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843935514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OPPORTUNITY AGENDA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 2123345977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI LESTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123345977 | PhoneNum |
| Signature | 2026-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACI LESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,587,753 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPPORTUNITYAGENDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE OPPORTUNITY AGENDA'S MISSION IS TO CREATE OPPORTUNITY FOR EVERYONE BY ADVANCING NARRATIVES THAT CHAMPION A MULTI-RACIAL DEMOCRACY WHILE DISMANTLING NARRATIVES ROOTED IN SYSTEMIC RACISM AND WHITE SUPREMACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,431,358 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,360,522 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,946 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,082 | PYOtherRevenueAmt |
| CY Other Revenue | $57,156 | CYOtherRevenueAmt |
| PY Total Revenue | $1,581,636 | PYTotalRevenueAmt |
| CY Total Revenue | $1,587,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,962,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,535,944 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $376,721 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,760,355 | PYOtherExpensesAmt |
| CY Other Expenses | $2,861,331 | CYOtherExpensesAmt |
| PY Total Expenses | $5,722,593 | PYTotalExpensesAmt |
| CY Total Expenses | $5,397,275 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,140,957 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,809,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,799,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,282,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,001,592 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,516,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$292,794 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OPPORTUNITY AGENDA'S MISSION IS TO CREATE OPPORTUNITY FOR EVERYONE BY ADVANCING NARRATIVES THAT CHAMPION A MULTI-RACIAL DEMOCRACY WHILE DISMANTLING NARRATIVES ROOTED IN SYSTEMIC RACISM AND WHITE SUPREMACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $4,560,432 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $102,000 | RevenueAmt |
| Desc | OUR PROGRAMS AIM TO BUILD THE CAPACITY OF THE SOCIAL JUSTICE FIELD TO EMPOWER THEM TO USE NARRATIVE, COMMUNICATIONS, AND CULTURE TO CHANGE HOW PEOPLE PERCEIVE SOCIAL JUSTICE ISSUES INCLUDING RACIAL JUSTICE, DEMOCRACY, IMMIGRATION, HEALTH, PUBLIC SAFETY, AND ECONOMIC JUSTICE. IN 2025, WE TRAINED 5,000+ SOCIAL JUSTICE ACTIVISTS, ADVOCATES, AND ARTISTS IN NARRATIVE AND CULTURAL STRATEGIES. WE PROVIDED RESEARCH-BACKED NARRATIVE AND CULTURAL MESSAGING TOOLS AND RESOURCES TO A NETWORK OF 30,000+ ADVOCATES, FUNDERS, ARTISTS, POLICYMAKERS, AND OTHER SOCIAL JUSTICE LEADERS TO AMPLIFY THEIR VOICES AND EFFECTIVENESS AS STORYTELLERS. FOR OUR NARRATIVE INNOVATORS LAB, WE CONCLUDED THE PROGRAM IN MARCH 2025 THAT PROVIDED TRAINING AND SUPPORT TO 10 SOCIAL JUSTICE LEADERS AND 7 ARTISTS TO DEVELOP NARRATIVE AND CULTURAL INTERVENTIONS TO ADVANCE A MULTIRACIAL SOCIETY.AT THE END OF 2025, THE ORGANIZATION SUNSETTED OPERATIONS AND TRANSFERRED THEIR PROGRAMMATIC WORK TO OTHER NONPROFIT ORGANIZATIONS. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN OPERATIONS. | Desc |
| Total Program Service Expenses | $4,560,432 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACI LESTER PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123345977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VINCENT BENJAMIN | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GOLDBERG | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| YASMIN CADER | ||||||||
| DIRECTOR, THRU 7/20/25 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VLADIMIR ESTIVERNE | ||||||||
| DIRECTOR, THRU 7/30/25 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GORIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARITZA GUZMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAT O-BRIEN | ||||||||
| DIRECTOR, THRU 7/16/25 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD ROBERTS | ||||||||
| DIRECTOR, THRU 7/22/25 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ADUKE THELWELL | ||||||||
| DIRECTOR, THRU 6/24/25 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACI LESTER | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $244,000 | $0 | $24,029 | |||
| ROBIN JENKINS | ||||||||
| INTERIM PRESIDENT, THRU 2/21/25 | 10.00 | Yes (X) | $6,000 | $0 | $0 | |||
| SOHA ELLAITHY | ||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 40.00 | $215,325 | $0 | $25,353 | Yes (X) | |||
| ELIZABETH JOHNSEN | ||||||||
| VP OF PROGRAM STRATEGY & IMPACT | 40.00 | $196,850 | $0 | $22,737 | Yes (X) | |||
| KIMBERLY HALL VP OF | ||||||||
| HEALTH EQUITY WORKS, THRU 7/31/25 | 40.00 | $123,867 | $0 | $9,301 | Yes (X) | |||
| JERRY JAMES | ||||||||
| OPERATIONS MANAGER | 40.00 | $118,185 | $0 | $11,454 | Yes (X) | |||
| CHRYSTIAN RODRIGUEZ | ||||||||
| TRAINING & ENGAGEMENT MANAGER | 40.00 | $112,477 | $0 | $11,744 | Yes (X) | |||
| CHARLES SHERMAN | ||||||||
| MANAGER OF NARRATIVE STRATEGY | 40.00 | $110,268 | $0 | $12,234 | Yes (X) | |||
| JADE WILENCHIK | ||||||||
| PROGRAM STRATEGY & COHORT MANAGER | 40.00 | $106,953 | $0 | $9,219 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,233,925 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,071 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IMPACT RESEARCH INC | |||||
| 260 COMMERCE STREET 4TH FLOOR | MONTGOMERY | AL | 36104 | MESSAGING QUALBOARDS & POLLING SERVICES | $230,892 |
| VITAL IMPACT INTERMEDIATE HOLDINGS LLC | |||||
| 1828 L STREET NORTHWEST SUITE 300 | WASHINGTON | DC | 20036 | ACCOUNTING & CONSULTING SERVICES | $222,674 |
| FENTON COMMUNICATIONS INC | |||||
| 244 MADISON AVENUE SUITE 307 | NEW YORK | NY | 10016 | COMMUNICATION SERVICES | $160,600 |
| STAGWELL GLOBAL LLC | |||||
| ONE WORLD TRADE CENTER 63RD FLOOR | NEW YORK | NY | 10007 | CONSULTING SERVICES | $156,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,360,522 | AllOtherContributionsAmt |
| Total Contributions | $1,360,522 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $102,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,075 | TotalRevenueColumnAmt |
| Exclusion | $68,075 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,250 | TotalRevenueColumnAmt |
| Exclusion | $45,250 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $8,798 | $8,798 |
| CREDIT CARD REWARDS | 900099 | $3,108 | $3,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,906 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,587,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $125,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,295 | TotalAmt |
| Program Services | $596,419 | ProgramServicesAmt |
| Management And General | $36,416 | ManagementAndGeneralAmt |
| Fundraising | $101,460 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471,720 | TotalAmt |
| Program Services | $1,403,398 | ProgramServicesAmt |
| Management And General | $4,752 | ManagementAndGeneralAmt |
| Fundraising | $63,570 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,533 | TotalAmt |
| Program Services | $5,436 | ProgramServicesAmt |
| Fundraising | $97 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,288 | TotalAmt |
| Program Services | $141,856 | ProgramServicesAmt |
| Management And General | $356 | ManagementAndGeneralAmt |
| Fundraising | $9,076 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,108 | TotalAmt |
| Program Services | $156,335 | ProgramServicesAmt |
| Management And General | $2,530 | ManagementAndGeneralAmt |
| Fundraising | $14,243 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,795 | TotalAmt |
| Management And General | $58,795 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,009 | TotalAmt |
| Management And General | $340,009 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,499 | TotalAmt |
| Program Services | $1,051,013 | ProgramServicesAmt |
| Management And General | $8,442 | ManagementAndGeneralAmt |
| Fundraising | $64,044 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,935 | TotalAmt |
| Program Services | $3,237 | ProgramServicesAmt |
| Fundraising | $4,698 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,956 | TotalAmt |
| Program Services | $29,040 | ProgramServicesAmt |
| Management And General | $5,914 | ManagementAndGeneralAmt |
| Fundraising | $10,002 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,180 | TotalAmt |
| Program Services | $188,859 | ProgramServicesAmt |
| Management And General | $1,120 | ManagementAndGeneralAmt |
| Fundraising | $60,201 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,127 | TotalAmt |
| Program Services | $777,009 | ProgramServicesAmt |
| Fundraising | $39,118 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,187 | TotalAmt |
| Program Services | $37,533 | ProgramServicesAmt |
| Management And General | $73 | ManagementAndGeneralAmt |
| Fundraising | $1,581 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,762 | TotalAmt |
| Program Services | $32,072 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $683 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,336 | TotalAmt |
| Program Services | $113,085 | ProgramServicesAmt |
| Management And General | $719 | ManagementAndGeneralAmt |
| Fundraising | $1,532 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROF. DEVELOPMENT | $31,435 | $24,442 | $646 | $6,347 |
| MISCELLANEOUS EXPENSES | $1,110 | $698 | $343 | $69 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,397,275 | TotalAmt |
| Program Services | $4,560,432 | ProgramServicesAmt |
| Management And General | $460,122 | ManagementAndGeneralAmt |
| Fundraising | $376,721 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,340 | BOYAmt |
| EOY | $214,166 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,977 | BOYAmt |
| EOY | $483,343 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $7,878 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,694 | BOYAmt |
| EOY | $3,411 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,939 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,769,505 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,799,455 | BOYAmt |
| EOY | $708,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,382 | BOYAmt |
| EOY | $661,489 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,180 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090,345 | BOYAmt |
| EOY | $322,923 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282,727 | BOYAmt |
| EOY | $1,001,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,898 | BOYAmt |
| EOY | -$292,794 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,830 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,728 | BOYAmt |
| EOY | -$292,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,799,455 | BOYAmt |
| EOY | $708,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,809,522 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,913,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,245,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,448,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,431,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,360,522 | CurrentTaxYearAmt |
| Total | $24,400,357 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,913,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,245,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,448,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,431,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,360,522 | CurrentTaxYearAmt |
| Total | $24,400,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,036,608 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,363,749 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,325 | CurrentTaxYearAmt |
| Total | $297,320 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $22,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,906 | CurrentTaxYearAmt |
| Total | $38,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,736,590 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $146,250 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 22,025. 2025 AMOUNT: $ 8,798. HONORARIA/STIPENDS - 2024 AMOUNT: $ 1,557. CREDIT CARD REWARDS - 2024 AMOUNT: $ 3,425. 2025 AMOUNT: $ 3,108. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING | Desc |
| Amt | $322,923 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $322,923 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,141,478 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $567,858 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $567,858 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,573,620 | RevenueSubtotalAmt |
| Other Revenues Not Included | $14,133 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,133 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,587,753 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,608,172 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $567,858 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $567,858 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,040,314 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,356,961 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,356,961 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,397,275 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS A SECURITY DEPOSIT FROM A SUBTENANT IN AN ESCROW ACCOUNT. THE DEPOSIT WAS RETURNED TO THE SUBTENANT IN 2026 AS PART OF THE LEASE REASSIGNMENT. |
| PART X, LINE 2: | TOA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT TOA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. TOA IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ACCRUED OPERATING INCOME IN LIQUIDATION PERIOD 14,133. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ACCRUED LIQUIDATION COSTS 1,356,961. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACI LESTER | ||||||||||||||
| PRESIDENT | $211,840 | $0 | $20,311 | $0 | $11,849 | $0 | $0 | $0 | $24,029 | $0 | $268,029 | $0 | $0 | $0 |
| SOHA ELLAITHY | ||||||||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | $177,038 | $0 | $25,311 | $0 | $12,976 | $0 | $1,650 | $0 | $23,703 | $0 | $240,678 | $0 | $0 | $0 |
| ELIZABETH JOHNSEN | ||||||||||||||
| VP OF PROGRAM STRATEGY & IMPACT | $175,771 | $0 | $15,311 | $0 | $5,768 | $0 | $1,625 | $0 | $21,112 | $0 | $219,587 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDED A DISCRETIONARY BONUS TO THE EMPLOYEES LISTED ON PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: | THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. |
| FORM 990, PART III, LINE 3 | OUR PROGRAMS AIMED TO BUILD THE CAPACITY OF THE SOCIAL JUSTICE FIELD BY EMPOWERING THEM TO USE NARRATIVE, COMMUNICATIONS, AND CULTURE TO CHANGE HOW PEOPLE PERCEIVE SOCIAL JUSTICE ISSUES INCLUDING RACIAL JUSTICE, DEMOCRACY, IMMIGRATION, HEALTH, PUBLIC SAFETY, AND ECONOMIC JUSTICE. AT THE END OF 2025, THE ORGANIZATION SUNSETTED OPERATIONS AND TRANSFERRED THEIR PROGRAMMATIC WORK TO OTHER NONPROFIT ORGANIZATIONS. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN OPERATIONS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE THE FOLLOWING AMENDMENT TO ITS BYLAWS: THE PRESIDENT MAY APPOINT AND REMOVE AGENTS AND EMPLOYEES OF THE ORGANIZATION WITHOUT SUBJECT TO APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT EVERY COMMITTEE MEETING HELD AND WRITTEN ACTIONS TAKEN DURING THE TAX YEAR BY ITS GOVERNING BODY AND COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. 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 | BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ON AN ANNUAL BASIS AND ARE OBLIGATED TO DISCLOSE ANY CONFLICTS AS THEY ARISE. WHEN A DIRECTOR OR KEY STAFF MEMBER HAS AN INTEREST IN A TRANSACTION OR OTHER MATTER BEING CONSIDERED BY THE ORGANIZATION, THE DIRECTOR OR KEY STAFF MEMBER SHOULD DISCLOSE THE CONFLICT TO THE CHAIRMAN OR PRESIDENT, OR IF APPROPRIATE, THE FULL BOARD. THE BOARD MEMBER IN POTENTIAL CONFLICT OF INTEREST SITUATIONS MAY PARTICIPATE IN THE EARLY INFORMATION-GATHERING STAGE OF THE MATTER, BUT SHOULD NOT PARTICIPATE IN THE DELIBERATIONS, DECISION OR VOTE REGARDING THE MATTER UNDER CONSIDERATION. THE DISCLOSURE AND RECUSAL OF THE BOARD MEMBER SHALL BE RECORDED IN THE MINUTES. A CONFLICTED PARTY MAY NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATIONS OR VOTING ON THE MATTER GIVING RISE TO THE CONFLICT. |
| 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 INCLUDES A COMPENSATION SURVEY PERFORMED BY A PEO AND A STUDY PERFORMED BY AN INDEPENDENT CONSULTANT. COMPENSATION IS THEN APPROVED BY THE SEARCH COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON OWN WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | PAYROLL FEES: PROGRAM SERVICE EXPENSES 43,908. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,908. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 475,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,302. TOTAL EXPENSES 481,123. HR CONSULTANT FEES: PROGRAM SERVICE EXPENSES 87,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,473. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 33,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,600. TOTAL EXPENSES 45,476. CONSULTING FEES: PROGRAM SERVICE EXPENSES 102,822. MANAGEMENT AND GENERAL EXPENSES 8,442. FUNDRAISING EXPENSES 47,142. TOTAL EXPENSES 158,406. RESEARCH: PROGRAM SERVICE EXPENSES 289,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 289,113. EVENT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. |
Comments