2024-08-29T19:01:30-05:00 2024-06-30 942590397 KARLSSON & LANE AN ACCOUNTANCY CORP 4725 FIRST ST STE 226 PLEASANTON CA 94566 990 2023-07-01 473888926 THE OPPORTUNITY INSTITUTE OPPO 5106791004 1400 SHATTUCK AVE SUITE 12 136 BERKELEY CA 94709 MARIA ECHAVESTE PRESIDENT & CEO 5106791004 2024-08-27 1 1 PENNY L LANE CPA P00743411 9252715519 2023 2024-08-08 14:25:15Z MARIA ECHAVESTE 1400 SHATTUCK AVE SUITE 12 136 BERKELEY CA 94709 775795 0 X THEOPPORTUNITYINSTITUTE.ORG X 2015 CA 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. 7 7 7 7 0 0 387322 775600 0 0 786 195 3000 0 391108 775795 0 0 0 0 1099069 604583 0 0 4326 478573 218142 1577642 822725 -1186534 -46930 195310 113814 35256 690 160054 113124 X 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. 0 0 331610 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. 248936 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. 135264 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. 12430 12430 728240 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 10 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 5106791004 1400 SHATTUCK AVE SUITE 12 136 BERKELEY CA 94709 CHRISTOPHER EDLEY JR CO-FOUNDER/PRESIDENT EMERI 2.00 X X 0 0 0 LAURA DANDREA TYSON CHAIR 2.00 X X 0 0 0 THOMAS SAENZ SECRETARY 2.00 X X 0 0 0 ROBERT REICH DIRECTOR 1.00 X 0 0 0 BILL RICHARDSON DIRECTOR 1.00 X 0 0 0 ROBERT SHIREMAN DIRECTOR 1.00 X 0 0 0 ARNOLD SOWELL DIRECTOR 1.00 X 0 0 0 MARK G YUDOF DIRECTOR 1.00 X 0 0 0 MARIA ECHAVESTE PRESIDENT/CEO 40.00 X 196539 0 11792 CYNTHIA PALMERIN DIRECTOR OF OPERATIONS 40.00 X 113147 0 16031 GUY JOHNSON PROGRAM OFFICER 40.00 X 149967 0 27461 WINSOME WAITE PROGRAM OFFICER 40.00 X 145475 0 29199 CHIARA PARISI PROGRAM ANALYST 40.00 X 104740 0 14085 709868 0 98568 5 0 1 0 0 775600 775600 195 195 775795 0 0 195 162378 125576 32476 4326 334139 332148 1991 29791 27463 2328 46755 43102 3653 31520 29057 2463 40603 40603 6645 6645 DIRECT PROGRAM EXPENSES 170894 170894 822725 728240 90159 4326 57298 7200 125402 106614 12610 195310 113814 35256 690 35256 690 X 43292 0 116762 113124 160054 113124 195310 113814 -46930 0 X 0 0 0 X 860335 1929011 926576 387322 775600 4878844 860335 1929011 926576 387322 775600 4878844 2236455 2642389 2766 1229 1641 786 195 6617 4885461 477500 0.54090 0.64160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 0 0 0 0 0 0 0 MARIA ECHAVESTE PRESIDENT/CEO 196539 0 0 0 0 0 11792 0 0 0 208331 0 0 0 GUY JOHNSON PROGRAM OFFICER 149967 0 0 0 0 0 8998 0 18463 0 177428 0 0 0 WINSOME WAITE PROGRAM OFFICER 145475 0 0 0 0 0 8729 0 20470 0 174674 0 0 0 MARIA ECHAVESTE PRESIDENT/CEO 196539 THE ORGANIZATION COMPENSATES THE PRESIDENT/CEO WHO HAS A FAMILY RELATIONSHIP WITH THE BOARD CO-FOUNDER/PRESIDENT. 0 FORM 990, PART VI, SECTION A, LINE 2 MARIA ECHAVESTE, PRESIDENT & CEO HAS A FAMILY RELATIONSHIP WITH THE BOARD CO-FOUNDER/PRESIDENT CHRISTOPHER EDLEY, JR. FORM 990, PART VI, SECTION A, LINE 3 THE CFO DUTIES ARE OUTSOURCED TO A PUBLIC ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS REVIEWED BY THE APPROPRIATE OFFICERS. THEREAFTER, THE DRAFT FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS IN ADVANCE OF FILING, AND EACH DIRECTOR ON THE BOARD HAS AN OPPORTUNITY TO REVIEW AND CONSIDER THE DRAFT. WITHIN ONE WEEK OF RECEIPT OF THE DRAFT FORM 990, DIRECTORS SHALL SUBMIT THEIR COMMENTS AND CONCERNS, IF ANY, TO THE APPROPRIATE OFFICER, WHO MAY ADDRESS THE COMMENTS AND CONCERNS. CRITICAL CONCERNS SHALL BE RESOLVED, AND RESOLUTION OF SUCH CONCERNS SHALL BE COMMUNICATED WITH THE DIRECTOR RAISING THE CONCERN AND THE BOARD. A COPY OF THE FILED FORM 990 SHALL BE DISTRIBUTED TO THE ENTIRE BOARD APPROXIMATELY ONE WEEK AFTER FILING, TOGETHER WITH A NOTE IDENTIFYING ANY MATERIAL AND SUBSTANTIAL CHANGES FROM THE DRAFT VERSIONS DISTRIBUTED EARLIER. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR ANNUALLY COMPLETES THE CONFLICT OF INTEREST DISCLOSURE FORM, AND TIMELY UPDATES THE PRESIDENT AND CHAIR OF ANY CHANGES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, WITHOUT THE PRESIDENT, SERVES AS THE COMPENSATION COMMITTEE UNTIL THE BOARD DECIDES OTHERWISE BY RESOLUTION. THE PRESIDENT INFORMS THE COMPENSATION COMMITTEE OF ALL SENIOR STAFF COMPENSATION ONCE PER YEAR (JUST PRIOR TO THE BEGINNING OF EACH FISCAL YEAR); THE COMMITTEE MAY SEEK TO ADJUST THE AMOUNTS BY RESOLUTION OF THE BOARD, OR BY RECOMMENDATION TO THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023, FORM 990 AND FORM 990-T, IF APPLICABLE, ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.