OPPORTUNITY SCHOLARS

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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

2019

Legal Domicile

Principal Officer

LEWIS CARNEY

Phone

5409311084

Tax Period

2025-01-01 to 2025-12-31

OPPORTUNITY SCHOLARS, founded in 2019, is a small nonprofit in the Youth Development sector that reported $854K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $183K, a strong 21% operating margin.

Mission

OPPORTUNITY SCHOLAR'S MISSION IS TO SUPPORT EDUCATION AND TRAINING PATHWAYS FOR STUDENTS FROM LOW INCOME AND ETHNICALLY UNDERREPRESENTED COMMUNITIES. OPPORTUNITY SCHOLARS SERVES AS THE CONNECTION BETWEEN STUDENTS AND THEIR FAMILIES, K-12 SCHOOLS, HIGHER EDUCATION PROVIDERS AND LOCAL BUSINESSES. THROUGH CULTURALLY APPROPRIATE COACHING, ACADEMIC SUPPORT AND RISK-FREE FINANCING, OPPORTUNITY SCHOLARS HELPS STUDENTS ACHIEVE THE ACADEMIC AND TECHNICAL QUALIFICATIONS FOR GREAT JOBS IN THE PRIORITY WORKFORCE SHORTAGE AREAS WITHIN THE COMMUNITIES WE SERVE. BY HELPING STUDENTS GET HIGH PAYING JOBS WHILE TARGETING PRIORITY WORKFORCE DEVELOPMENT NEEDS, BOTH THE STUDENTS AND THEIR COMMUNITIES ACHIEVE TRANSFORMATIONAL IMPROVEMENT IN THEIR ECONOMIC STATUS AND A REDUCTION IN INCOME INEQUALITY.

Program Service Accomplishments

Program 1

Expenses: $608,591

EDUCATIONAL SERVICESTHE ORGANIZATION PROVIDES GUIDANCE, TUTORING AND SUPPORT OF ACADEMIC STUDIES, EXPOSES STUDENTS TO VARIOUS CAREER OPTIONS, AND ASSISTS STUDENTS IN SECURING FUNDS IN THE FORM OF...

EDUCATIONAL SERVICESTHE ORGANIZATION PROVIDES GUIDANCE, TUTORING AND SUPPORT OF ACADEMIC STUDIES, EXPOSES STUDENTS TO VARIOUS CAREER OPTIONS, AND ASSISTS STUDENTS IN SECURING FUNDS IN THE FORM OF GRANTS AND LOANS FOR EDUCATION RELATED EXPENSES

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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 $800,751

Program Service Revenue $24,802

Investment Income $28,413

Other Revenue $0

TOTAL REVENUE $853,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $561,818

Fundraising Expenses $6,616

Program Expenses $608,591

Other Expenses $109,315

TOTAL EXPENSES $671,133

Year-over-Year Comparison

	2025	2024	Change
Revenue	$853,966	$678,638	+0.3%
Expenses	$671,133	$519,432	+0.3%
Net Income	$182,833	$159,206	+0.1%

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

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

Total Directors

$53,636

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNER MARSDEN	DIRECTOR	1.00	Director	$0	$0	$0
TRACY FITZSIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
SONNY SWANN	DIRECTOR	1.00	Director	$0	$0	$0
NICK CLEMENTE	DIRECTOR	1.00	Director	$0	$0	$0
ANDY VIPPERMAN	FORMER DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN CUMBIE	TREASURER	1.00	Director	$0	$0	$0
JAMES W DYKE JR	DIRECTOR	1.00	Director	$0	$0	$0
DELBERT PARKS	DIRECTOR	1.00	Director	$0	$0	$0
ALAN WURTZEL	DIRECTOR	1.00	Director	$0	$0	$0
CARL BIGGS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SCHAEFER	FORMER DIRECTOR	1.00	Director	$53,636	$0	$53,636
JILL HOLTZMAN VOGEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROB BANSE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MEYER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA FALLEN	DIRECTOR	1.00	Director	$0	$0	$0
FRED THOMPSON	CHAIR	2.00	Officer	$0	$0	$0
LORNA MARTINEZ MAGILL	SECRETARY	1.00	Officer	$0	$0	$0
J KNOX SINGLETON	VICE CHAIR/FOUNDER	1.00	Officer	$0	$0	$0
SCOTT MILLER	FORMER CHAIR	1.00	Officer	$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	$853,966	$671,133	$1,540,433	$182,833
2024	$678,638	$519,432	$2,032,742	$159,206
2024	No data	No data	No data	No data
2023	$480,827	$669,859	$938,612	$-189,032
2022	$412,077	$275,998	$923,295	$136,079
2021	$656,768	$169,173	$715,290	$487,595
2020	$308,000	$88,245	$225,770	$219,755