OPPORTUNITY TRANSFORMATION INVESTMENTS INC (EIN 364382506) - 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

2000

Legal Domicile

Principal Officer

ATUL TANDON

Phone

8007939455

Tax Period

2023-10-01 to 2024-09-30

OPPORTUNITY TRANSFORMATION INVESTMENTS INC, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $327K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $614K exceeded revenue, resulting in a 88% operating deficit.

Mission

TO INVEST IN AND HOLD OWNERSHIP POSITIONS IN MICRO-FINANCE INSTITUTIONS SERVING THE POOR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $177,062

Program Service Revenue $0

Investment Income $145,777

Other Revenue $4,011

TOTAL REVENUE $326,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,619

Fundraising Expenses $0

Program Expenses $613,937

Other Expenses $313,318

TOTAL EXPENSES $613,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,850	$441,584	-0.3%
Expenses	$613,937	$528,477	+0.2%
Net Income	$-287,087	$-86,893	+2.3%

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

N/A

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

$1,173,333

Total Directors

$645,054

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ATUL TANDON	PRESIDENT	3.00	Officer Director	$0	$30,240	$645,054
DALE PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE TOLMIE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BERGMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PALMER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET TOMASIK	TREASURER	1.00	Officer	$0	$24,621	$285,849
DAVID WIEGMAN	SECRETARY & ASSISTANT TREA	8.00	Officer	$0	$32,981	$242,430
RANDY KURTZ	EXECUTIVE VP, INT'L PROGRA	7.00	Highest	$0	$39,407	$423,498
MAURICIO AGUDELO RINCON	VP, CORPORATE DEVELOPMENT	20.00	Highest	$0	$32,959	$270,806

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
2024	$326,850	$613,937	$29,031,703	$-287,087
2023	$441,584	$528,477	$26,957,329	$-86,893
2022	$-522,397	$946,413	$26,056,405	$-1,468,810
2021	$5,059,386	$1,254,772	$31,563,948	$3,804,614
2019	$-2,680,540	$1,913,775	$41,205,459	$-4,594,315
2018	$1,151,456	$2,359,574	$47,593,090	$-1,208,118

OPPORTUNITY TRANSFORMATION INVESTMENTS INC