OPPORTUNITY THROUGH ENTREPRENEURSHIP FOUNDATION (EIN 203779020) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JOAN KOERBER-WALKER

Phone

4803329636

Tax Period

2025-01-01 to 2025-12-31

OPPORTUNITY THROUGH ENTREPRENEURSHIP FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2025. Revenue surged 204% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 35% operating margin.

Mission

THE OPPORTUNITY THROUGH ENTREPRENEURSHIP FOUNDATION (OTEF) EDUCATES AND INVESTS IN PEOPLE AND ORGANIZATIONS THAT CREATE HOPE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $110,187

Program Service Revenue $93,970

Investment Income $2,990

Other Revenue $0

TOTAL REVENUE $207,147

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $78,342

Fundraising Expenses $0

Program Expenses $118,803

Other Expenses $41,815

TOTAL EXPENSES $135,157

Year-over-Year Comparison

	2025	2024	Change
Revenue	$207,147	$68,211	+2.0%
Expenses	$135,157	$42,598	+2.2%
Net Income	$71,990	$25,613	+1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN KOERBER-WALKER MBA	CHAIRMAN OF THE BOARD	10.00	Officer Director	$0	$0	$0
ROBERT DUNAWAY JD	SECRETARY	0.50	Officer Director	$0	$0	$0
ED NUSBAUM	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$207,147	$135,157	$322,129	$71,990
2024	No data	No data	No data	No data
2023	$64,930	$31,463	$224,346	$33,467
2022	$200,494	$92,161	$190,879	$108,333

OPPORTUNITY THROUGH ENTREPRENEURSHIP FOUNDATION