OPPORTUNITY AMERICA EDUCATIONAL FUND (EIN 471858873) - 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

2014

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

OPPORTUNITY AMERICA EDUCATIONAL FUND, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 156% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 4% surplus.

Mission

OAEF CONDUCTS AND DISSEMIATES RESEARCH DESIGNED TO EDUCATE THE PUBLIC ABOUT ISSUES RELATING TO ECONOMIC OPPORTUNITY AND MOBILITY. OAEF TWIN GOLAS: TO FOSTER BETTER PUBLIC UNDERSTANDING OF THE BARRIERS TO MOBILITY AND PROMOTE INNOVATIVE THINKING ABOUT HOW TO EXPAND OPPORTUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,089,010

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,089,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $297,394

Fundraising Expenses $91,378

Program Expenses $893,719

Other Expenses $752,605

TOTAL EXPENSES $1,049,999

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,089,010	$425,866	+1.6%
Expenses	$1,049,999	$643,689	+0.6%
Net Income	$39,011	$-217,823	-1.2%

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

N/A

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

$167,400

Total Directors

$167,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMAR JACOBY	PRESIDENT	50.00	Officer Director	$167,400	$0	$167,400
JENNA HAMILTON	SECRETARY	1.00	Director	$0	$0	$0
KENNETH ADAMS	DIRECTOR	15.00	Director	$0	$0	$0
ROBERT LERMAN	DIRECTOR	15.00	Director	$0	$0	$0
MICHAEL TURANSICK	DIRECTOR	5.00	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
2022	$1,089,010	$1,049,999	$140,652	$39,011
2021	$425,866	$643,689	$109,501	$-217,823
2020	$908,554	$701,620	$363,569	$206,934
2019	$524,605	$615,630	$110,049	$-91,025
2018	$495,906	$489,345	$210,332	$6,561

OPPORTUNITY AMERICA EDUCATIONAL FUND