THE OPPORTUNITY INSTITUTE

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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

2015

Legal Domicile

Principal Officer

MARIA ECHAVESTE

Phone

5106791004

Tax Period

2023-07-01 to 2024-06-30

THE OPPORTUNITY INSTITUTE, founded in 2015, is a small nonprofit in the Human Services sector that reported $776K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

Expenses: $331,610

WHOLE CHILD EQUITY: ADVANCING PRACTICES AND POLICIES TO ENSURE ALL STUDENTS BENEFIT FROM STRATEGIES AND STRUCTURES THAT REFLECT SCIENCE, EVIDENCE, AND A "WHOLE CHILD" APPROACH. BUILDING A BROAD...

WHOLE CHILD EQUITY: ADVANCING PRACTICES AND POLICIES TO ENSURE ALL STUDENTS BENEFIT FROM STRATEGIES AND STRUCTURES THAT REFLECT SCIENCE, EVIDENCE, AND A "WHOLE CHILD" APPROACH. BUILDING A BROAD, COLLABORATIVE, MULTI-SECTOR COMMUNITY WITH A SHARED VISION OF EDUCATIONAL EQUITY AND EXCELLENCE WILL ENABLE COMMUNITIES TO DEVELOP AND IMPLEMENT THE INTERVENTIONS AND SERVICES TO HELP STUDENTS GET AND STAY ON TRACK.

Program 2

Expenses: $248,936

RESOURCE EQUITY: ADVOCATING FOR ADEQUATE AND SUSTAINED FUNDING FOR PUBLIC SCHOOLS AND THE EQUITABLE ALLOCATION OF EDUCATIONAL RESOURCES, WITH HIGHER-NEED SCHOOLS AND DISTRICTS GETTING THEIR FAIR...

RESOURCE EQUITY: ADVOCATING FOR ADEQUATE AND SUSTAINED FUNDING FOR PUBLIC SCHOOLS AND THE EQUITABLE ALLOCATION OF EDUCATIONAL RESOURCES, WITH HIGHER-NEED SCHOOLS AND DISTRICTS GETTING THEIR FAIR SHARE.

Program 3

Expenses: $135,264

EQUITY INDICATORS: SUPPORTING THE USE OF THE MONITORING EDUCATIONAL EQUITY FRAMEWORK DEVELOPED BY THE NATIONAL ACADEMIES OF SCIENCES, ENGINEERING, AND MEDICINE (NAS) TO ANALYZE DISPARITIES, AS WELL AS THE DEVELOPMENT OF STATE-BASED EQUITY INDICATOR SYSTEMS AND A FEDERAL EQUITY INDICATOR SYSTEM.ADOLESCENT LEARNING AND DEVELOPMENT PROJECT: IS A HIGHLY FOCUSED EFFORT TO UTILIZE A "WHOLE CHILD" APPROACH TO ADDRESS THE UNIQUE DEVELOPMENTAL NEEDS OF ADOLESCENTS AND YOUTH. WE WORK TO IDENTIFY THE PRACTICE CHANGES THAT NEED TO HAPPEN, AND THE POLICY SUPPORTS THAT WILL ACCELERATE THE INSTITUTIONAL CHANGES REQUIRED SO CHANGES ARE BOTH SUSTAINABLE AND TRANSFORMATIVE AT SCALE.

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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 $775,600

Program Service Revenue $0

Investment Income $195

Other Revenue $0

TOTAL REVENUE $775,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $604,583

Fundraising Expenses $4,326

Program Expenses $728,240

Other Expenses $218,142

TOTAL EXPENSES $822,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$775,795	$391,108	+1.0%
Expenses	$822,725	$1,577,642	-0.5%
Net Income	$-46,930	$-1,186,534	-1.0%

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

$337,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER EDLEY JR	CO-FOUNDER/PRESIDENT EMERI	2.00	Officer Director	$0	$0	$0
LAURA DANDREA TYSON	CHAIR	2.00	Officer Director	$0	$0	$0
THOMAS SAENZ	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT REICH	DIRECTOR	1.00	Director	$0	$0	$0
BILL RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SHIREMAN	DIRECTOR	1.00	Director	$0	$0	$0
ARNOLD SOWELL	DIRECTOR	1.00	Director	$0	$0	$0
MARK G YUDOF	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ECHAVESTE	PRESIDENT/CEO	40.00	Officer	$196,539	$11,792	$208,331
CYNTHIA PALMERIN	DIRECTOR OF OPERATIONS	40.00	Officer	$113,147	$16,031	$129,178
GUY JOHNSON	PROGRAM OFFICER	40.00	Highest	$149,967	$27,461	$177,428
WINSOME WAITE	PROGRAM OFFICER	40.00	Highest	$145,475	$29,199	$174,674
CHIARA PARISI	PROGRAM ANALYST	40.00	Highest	$104,740	$14,085	$118,825

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	$775,795	$822,725	$113,814	$-46,930
2023	$391,108	$1,577,642	$195,310	$-1,186,534
2022	$1,056,817	$1,659,960	$1,407,884	$-603,143
2021	$2,052,478	$1,396,408	$1,968,297	$656,070
2020	$1,101,656	$3,433,713	$1,446,686	$-2,332,057
2019	$4,722,466	$4,824,264	$3,696,934	$-101,798