THE OPPORTUNITY AGENDA INC (EIN 843935514) - 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

2019

Legal Domicile

Principal Officer

ROBIN JENKINS

Phone

2123345977

Tax Period

2023-01-01 to 2023-12-31

THE OPPORTUNITY AGENDA INC, founded in 2019, is a community nonprofit in the Arts, Culture & Humanities sector that reported $8.5M in total revenue in fiscal year 2023. Revenue surged 280% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 22% operating margin.

Mission

THE OPPORTUNITY AGENDA IS A COMMUNITY DEDICATED TO BUILDING NARRATIVE AND CULTURAL POWER TO MOVE OUR NATION TOWARD A VISION OF JUSTICE, EQUITY, AND OPPORTUNITY FOR ALL.

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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 $8,448,847

Program Service Revenue $24,000

Investment Income $50,941

Other Revenue $22,025

TOTAL REVENUE $8,545,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,365,878

Fundraising Expenses $729,447

Program Expenses $5,712,751

Other Expenses $3,328,316

TOTAL EXPENSES $6,694,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,545,813	$2,245,968	+2.8%
Expenses	$6,694,194	$6,368,488	+0.1%
Net Income	$1,851,619	$-4,122,520	-1.4%

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

$628,287

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADUKE THELWELL	DIRECTOR	2.00	Director	$0	$0	$0
ALAN MYERS	DIRECTOR (OUTGOING)	2.00	Director	$0	$0	$0
KAT O'BRIEN	DIRECTOR	2.00	Director	$0	$0	$0
MARITZA GUZMAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL GOLDBERG	TREASURER	5.00	Officer Director	$0	$0	$0
RICHARD ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
SARA STUART	SECRETARY (OUTGOING)	5.00	Officer Director	$0	$0	$0
VINCENT BENJAMIN	CHAIR	5.00	Officer Director	$0	$0	$0
VLADIMIR ESTIVERNE	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM GORIN	DIRECTOR	2.00	Director	$0	$0	$0
YASMIN CADER	DIRECTOR	2.00	Director	$0	$0	$0
ADAM LUNA	INTERIM PRESIDENT	40.00	Officer	$227,962	$21,978	$249,940
ELLEN BUCHMAN	PRESIDENT (OUTGOING)	40.00	Officer	$248,204	$11,743	$259,947
ERIKA WILLIAMS	COO (OUTGOING)	40.00	Officer	$113,959	$4,441	$118,400
ELIZABETH JOHNSEN	DIR. OF PROGRAM MGMT. AND IMPACT	40.00	Highest	$106,231	$30,079	$136,310
JAN RACHEL REYES	DIRECTOR OF STRATEGIC COMMUNICATIONS & NETWORK EN	40.00	Highest	$132,418	$14,748	$147,166
JULIE D ROWE	DIRECTOR OF NARRATIVE & RESEARCH	40.00	Highest	$127,044	$32,668	$159,712
SOHA ELLAITHY	VICE PRESIDENT FOR INST. ADV.	40.00	Highest	$105,310	$12,059	$117,369

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	No data	No data	No data	No data
2023	$8,545,813	$6,694,194	$11,889,337	$1,851,619
2022	$2,245,968	$6,368,488	$10,800,970	$-4,122,520
2021	$10,913,662	$3,227,075	$12,042,303	$7,686,587
2020	$4,000,761	$35,073	$3,980,188	$3,965,688

THE OPPORTUNITY AGENDA INC