Civic Intelligence

Opportunity Institute

990 • Fiscal year 2017 • EIN 47-3888926

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 06, 2018

Organization Profiletheopportunityinstitute.org

View Organization Page

2001 Center Street 5th FloorBerkeley, CA 94704-1242

(510) 679-1004

Siviq Scores

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

Liabilities / Assets

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.06x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$212,839

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-23%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$10,679,663

Up $2,520,970 (+31%) from 2016

Net Assets

Up

$10,014,810

Up $2,200,970 (+28%) from 2016

Liabilities

Up

$664,853

Up $320,000 (+93%) from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin80th percentile

Revenue

Down

$10,293,534

Down $3,140,647 (-23%) from 2016

Expenses

Up

$7,933,568

Up $2,313,227 (+41%) from 2016

Net Income

Down

$2,359,966

Down $5,453,874 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$15M$10M$5.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $8,158,693Liabilities 2016: $344,853Net Assets 2016: $7,813,8402016Assets 2017: $10,679,663Liabilities 2017: $664,853Net Assets 2017: $10,014,8102017Assets 2018: $4,469,975Liabilities 2018: $745,147Net Assets 2018: $3,724,8282018Assets 2019: $3,696,934Liabilities 2019: $71,216Net Assets 2019: $3,625,7182019Assets 2020: $1,446,686Liabilities 2020: $153,025Net Assets 2020: $1,293,6612020Assets 2021: $1,968,297Liabilities 2021: $18,566Net Assets 2021: $1,949,7312021Assets 2022: $1,407,884Liabilities 2022: $61,296Net Assets 2022: $1,346,5882022Assets 2023: $195,310Liabilities 2023: $35,256Net Assets 2023: $160,0542023Assets 2024: $113,814Liabilities 2024: $690Net Assets 2024: $113,1242024

Highlighted filing

2017

Assets$10,679,663
Liabilities$664,853
Net Assets$10,014,810
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $13,434,181Expenses 2016: $5,620,341Net Income 2016: $7,813,8402016Revenue 2017: $10,293,534Expenses 2017: $7,933,568Net Income 2017: $2,359,9662017Revenue 2018: $3,934,824Expenses 2018: $8,947,367Net Income 2018: -$5,012,5432018Revenue 2019: $4,722,466Expenses 2019: $4,824,264Net Income 2019: -$101,7982019Revenue 2020: $1,101,656Expenses 2020: $3,433,713Net Income 2020: -$2,332,0572020Revenue 2021: $2,052,478Expenses 2021: $1,396,408Net Income 2021: $656,0702021Revenue 2022: $1,056,817Expenses 2022: $1,659,960Net Income 2022: -$603,1432022Revenue 2023: $391,108Expenses 2023: $1,577,642Net Income 2023: -$1,186,5342023Revenue 2024: $775,795Expenses 2024: $822,725Net Income 2024: -$46,9302024

Highlighted filing

2017

Revenue$10,293,534
Expenses$7,933,568
Net Income$2,359,966
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 6, 2018
Return Version
2016v3.0
Gross Receipts
$10,299,081
Mission and Program Overview

Mission

The opportunity institute is a non-profit organization that promotes social mobility and equity by improving outcomes from early childhood through early career. We focus on education, which plays a critical role in opening opportunities, and the related social policies that make true opportunity possible.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,506,658$6,269,743▼ $236,915
Pledges and Grants Receivable$1,197,756$4,286,833▲ $3,089,077
Cash and Non-Interest-Bearing Accounts$371,433$69,902▼ $301,531
Prepaid Expenses and Deferred Charges$56,385$31,786▼ $24,599
Land, Buildings, and Equipment, Net$10,417$5,417▼ $5,000
Accounts Receivable$84$22▼ $62
Total Assets$8,158,693$10,679,663▲ $2,520,970
Other Assets Total$15,960$15,960→ $0
Liabilities
Accounts Payable and Accrued Expenses$220,213$658,115▲ $437,902
Deferred Revenue$124,640$6,738▼ $117,902
Total Liabilities$344,853$664,853▲ $320,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,612,113$9,840,287▲ $2,228,174
Unrestricted Net Assets$201,727$174,523▼ $27,204
Total Net Assets Fund Balance$7,813,840$10,014,810▲ $2,200,970
Total Liabilities and Net Assets / Fund Balance$8,158,693$10,679,663▲ $2,520,970

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,417$9,583$15,000
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lande AjoseVP programFT$172,884$39,955$212,839
Kara DukakisVP programFT$155,390$30,272$185,662
Molly MauerVP programFT$165,754$13,555$179,309
Kiman ChhengcontrollerFT$142,700$29,254$171,954
Guy JohnsonSr. program managerFT$132,230$18,423$150,653
Rebbeca SilbertSr VP, Opp and JusticeFT$126,079$4,730$130,809
Christopher Edley JrPresident & Co-founderPT$38,750$1,163$39,913
Sean SimplicoCFO & COO (from 10/2016)FT$34,700$2,407$37,107

Board Members and Trustees

NameTitle
Tom SteyerChair
Alida Garciadirector
Bertram Lubin MDdirector
Bill Richardsondirector
Kim BelsheDirector
Laura D Andrea Tysondirector
Lenny Mendoncadirector
Mark G Yudofdirector
Nadine Burke Harris MDDirector
Robert Reichdirector
Robert Shiremandirector
Ann O'LearyPres & Co-founder (to 9/16)
Thomas SaenzSecretary
Heather BousheyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
UCSF Benioff OaklandImplementation of various campaigns at CUCSF-CHORI 5700 Martin Luther King, Oakland, CA 94609$317,426
UnivisionExecuted the "Pequenos y Valiosos" publiPO Box 189, Teaneck, NJ 07666$295,000
University of California San FranciscoAnalysis, evaluation, and reporting serv1855 Folsom Street Suite 425 Box, San Francisco, CA 94143-0897$278,529
Massey ConsultingCoordinated implementation of a public i2036 SE Larch Ave, Portland, OR 97214$146,185
Turnaround for ChildrenContent preparation, project management,25 West 45th Street Floor 6, New York, NY 10036$117,185
Revenue and Support

Revenue Composition

Contributions and Grants
$9,964,045
Program Service Revenue
$323,885
Investment Income
$3,441
Other Revenue
$2,163
All Other Contributions
$9,964,045
Change in Net Assets
$2,359,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,134,538
Revenue Not Reported on Financial Statements
$158,996
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$158,996
Total Revenue per Audited Statements
$10,134,538
Total Revenue per Form 990
$10,293,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,661,841
Salaries, Compensation, and Employee Benefits$2,638,082
Grants and Similar Amounts Paid$1,633,645
Total Fundraising Expense$130,259
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,532,563$301,087$69,013$1,902,663
Grants to Domestic Orgs$1,633,645--$1,633,645
Fees for Services Other$1,175,956$51,238$2,636$1,229,830
Advertising$557,778--$557,778
Current Officers, Directors, Trustees, and Key Employees$257,077$50,505$11,577$319,159
Travel$192,713$19,823$11,682$224,218
Occupancy$164,931$31,299$11,395$207,625
Other Employee Benefits$154,534$31,390$7,171$193,095
All Other Expenses$151,045$11,579$4,810$167,434
Payroll Taxes$128,699$29,199$6,601$164,499
Other Expenses$148,305--$148,305
Pension Plan Contributions$46,641$9,173$2,852$58,666
Fees for Services Accounting$16,188$9,102$1,219$26,509
Information Technology$17,673$8,462-$26,135
Office Expenses$12,963$3,572$642$17,177
Insurance$4,831$2,024$364$7,219
Depreciation Depletion$3,888$815$297$5,000
Fees for Services Lobbying$3,548--$3,548
Total Functional Expenses$7,244,041$559,268$130,259$7,933,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,933,568
Total Expenses per Audited Statements$7,933,568
Total Expenses per Form 990$7,933,568
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco State UniversitySan Francisco, CAGovProgram for formerly incarcerated youth$512,500
San Francisco Sheriff's Department Five Keys Charter SchoolsSan Francisco, CAGovProgram for formerly incarcerated youth$250,000
California State University Los AngelesLos Angeles, CAGovProgram for formerly incarcerated youth$231,984
Shasta College - Kern Community College DistrictRedding, CAGovProgram for formerly incarcerated youth$197,800
Merritt CollegeOakland, CAGovProgram for formerly incarcerated youth$171,726
Bakersfield CollegeDelano, CAGovProgram for formerly incarcerated youth$154,635
Chaffey Community CollegeRancho Cucamonga, CAGovProgram for formerly incarcerated youth$115,000
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Part VI, Section B, line 11B

“A draft Form 990, Return of Organization Exempt From Income Tax, is reviewed by the appropriate officers. Thereafter, the draft Form 990 is made available to all Board Members in advance of filing, and each Director on the Board has an opportunity to review and consider the draft. Within one week of receipt of the draft Form 990, directors shall submit their comments and concerns, if any, to the appropriate officer, who may address the comments and concerns. Critical concerns shall be resolved, and resolution of such concerns shall be communicated with the Director raising the concern and the Board. A copy of the filed Form 990 shall be distributed to the entire Board approximately one week after filing, together with a note identifying any material and substantial changes from the draft versions distributed earlier.”

Form 990, Part VI, Section B, line 12C

“Each officer and director annually completes the conflict of interest disclosure form, and timely updates the president and chair of any changes during the year.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy, financial statements and Form 990 are available for public inspection upon written request.”

Filing and Contact Details

Filer

Filer Name
The Opportunity Institute
EIN
47-3888926
Phone
5106791004
Address
2001 Center Street 5th Floor, Berkeley, CA 94704-1242

Signing Officer

Name
Christopher Edley Jr
Title
Pres. & Co-Founder
Phone
5106791004
Signed
2018-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Edley Jr
Formed
2015
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
34
Volunteers
14

Preparer

Firm
Bpm Llp
Address
60 South Market Street Suite 800, San Jose, CA 95113
Preparer
Michael Stephen Schaffer
Phone
4089616300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Other Professional Fees: Program service expenses 16,440. Management and general expenses 11,238. Fundraising expenses 2,636. Total expenses 30,314. Program Consultants: Program service expenses 1,159,516. Management and general expenses 40,000. Fundraising expenses 0. Total expenses 1,199,516.”

Form 990, Part XI, line 9:

“Canceled Grant -158,996.”

Part XII, Line 2C

“The Organization has not changed its oversight process, nor the selection process, during the tax year.”

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Canceled Grant 158,996.”

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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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IRS990/Desc0The Strong Families & Early Learning Program Area supports families with young children through policy research, development and advocacy; public education and action campaigns that support positive parent engagement; and coalition work. Research shows that the earliest years of life are critical to a child's long-term success, but dramatic changes to the workforce have left families facing more stress and demands on their time than ever before. We give parents and communities tools to foster early brain and language development, and advance policies focused on nurturing environments, high quality child care, early learning, and supportive workplace practices.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154730
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt162407
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1730272
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1839955
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1913555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2018423
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2129254
IRS990/Form990PartVIISectionAGrp/PersonNm0Christopher Edley Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Ann O'Leary
IRS990/Form990PartVIISectionAGrp/PersonNm2Tom Steyer
IRS990/Form990PartVIISectionAGrp/PersonNm3Kim Belshe
IRS990/Form990PartVIISectionAGrp/PersonNm4Heather Boushey
IRS990/Form990PartVIISectionAGrp/PersonNm5Nadine Burke Harris MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Alida Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm7Bertram Lubin MD
IRS990/Form990PartVIISectionAGrp/PersonNm8Lenny Mendonca
IRS990/Form990PartVIISectionAGrp/PersonNm9Robert Reich
IRS990/Form990PartVIISectionAGrp/PersonNm10Bill Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm11Thomas Saenz
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert Shireman
IRS990/Form990PartVIISectionAGrp/PersonNm13Laura D Andrea Tyson
IRS990/Form990PartVIISectionAGrp/PersonNm14Mark G Yudof
IRS990/Form990PartVIISectionAGrp/PersonNm15Rebbeca Silbert
IRS990/Form990PartVIISectionAGrp/PersonNm16Sean Simplico
IRS990/Form990PartVIISectionAGrp/PersonNm17Kara Dukakis
IRS990/Form990PartVIISectionAGrp/PersonNm18Lande Ajose
IRS990/Form990PartVIISectionAGrp/PersonNm19Molly Mauer
IRS990/Form990PartVIISectionAGrp/PersonNm20Guy Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm21Kiman Chheng
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt038750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1634700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17155390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18172884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19165754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20132230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21142700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & Co-founder
IRS990/Form990PartVIISectionAGrp/TitleTxt1Pres & Co-founder (to 9/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6director
IRS990/Form990PartVIISectionAGrp/TitleTxt7director
IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9director
IRS990/Form990PartVIISectionAGrp/TitleTxt10director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12director
IRS990/Form990PartVIISectionAGrp/TitleTxt13director
IRS990/Form990PartVIISectionAGrp/TitleTxt14director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Sr VP, Opp and Justice
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO & COO (from 10/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP program
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP program
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP program
IRS990/Form990PartVIISectionAGrp/TitleTxt20Sr. program manager
IRS990/Form990PartVIISectionAGrp/TitleTxt21controller
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01633645
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01633645
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010299081
IRS990/GrossSalesOfInventoryAmt06460
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08462
IRS990/InformationTechnologyGrp/ProgramServicesAmt017673
IRS990/InformationTechnologyGrp/TotalAmt026135
IRS990/InsuranceGrp/FundraisingAmt0364
IRS990/InsuranceGrp/ManagementAndGeneralAmt02024
IRS990/InsuranceGrp/ProgramServicesAmt04831
IRS990/InsuranceGrp/TotalAmt07219
IRS990/InvestmentIncomeGrp/ExclusionAmt03441
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03441
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09583
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010417
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05417
IRS990/LandBldgEquipCostOrOtherBssAmt015000
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OPPORTUNITY INSTITUTE IS A NON-PROFIT ORGANIZATION THAT PROMOTES SOCIAL MOBILITY AND EQUITY BY IMPROVING OUTCOMES FROM EARLY CHILDHOOD THROUGH EARLY CAREER. WE FOCUS ON EDUCATION, WHICH PLAYS A CRITICAL ROLE IN OPENING OPPORTUNITIES, AND THE RELATED SOCIAL POLICIES THAT MAKE TRUE OPPORTUNITY POSSIBLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07813840
IRS990/NetAssetsOrFundBalancesEOYAmt010014810
IRS990/NetIncomeOrLossGrp/ExclusionAmt0913
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0913
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011395
IRS990/OccupancyGrp/ManagementAndGeneralAmt031299
IRS990/OccupancyGrp/ProgramServicesAmt0164931
IRS990/OccupancyGrp/TotalAmt0207625
IRS990/OfficeExpensesGrp/FundraisingAmt0642
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03572
IRS990/OfficeExpensesGrp/ProgramServicesAmt012963
IRS990/OfficeExpensesGrp/TotalAmt017177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015960
IRS990/OtherAssetsTotalGrp/EOYAmt015960
IRS990/OtherChangesInNetAssetsAmt0-158996
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07171
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031390
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0154534
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0193095
IRS990/OtherExpensesGrp/Desc0Toolkit Materials
IRS990/OtherExpensesGrp/Desc1Partnerships
IRS990/OtherExpensesGrp/Desc2Evaluation
IRS990/OtherExpensesGrp/Desc3Convening
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IRS990/OtherExpensesGrp/ProgramServicesAmt1307095
IRS990/OtherExpensesGrp/ProgramServicesAmt2225043
IRS990/OtherExpensesGrp/ProgramServicesAmt3148305
IRS990/OtherExpensesGrp/TotalAmt0508925
IRS990/OtherExpensesGrp/TotalAmt1307095
IRS990/OtherExpensesGrp/TotalAmt2225043
IRS990/OtherExpensesGrp/TotalAmt3148305
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01250
IRS990/OtherRevenueTotalAmt01250
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069013
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0301087
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01532563
IRS990/OtherSalariesAndWagesGrp/TotalAmt01902663
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06601
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029199
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128699
IRS990/PayrollTaxesGrp/TotalAmt0164499
IRS990/PensionPlanContributionsGrp/FundraisingAmt02852
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09173
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046641
IRS990/PensionPlanContributionsGrp/TotalAmt058666
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01197756
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04286833
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056385
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031786

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,679,663
Liabilities
$664,853
Net assets
$10,014,810
Revenue
$10,293,534
Expenses
$7,933,568
Net income
$2,359,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.78$0.82$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.04$0.16$0.39$1.58$1.19
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.06$1.35$1.06$1.66$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.02$1.95$2.05$1.40$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.15$1.29$1.10$3.43$2.33
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.07$3.63$4.72$4.82$0.10
2018Summary only. Only limited summary data is available for this year.$4.47$0.75$3.72$3.93$8.95$5.01
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.66$10.0$10.3$7.93$2.36
2016Detailed filing. Detailed filing data is available for this year.$8.16$0.34$7.81$13.4$5.62$7.81
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00