2024-10-09T11:17:15-05:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 843935514 THE OPPORTUNITY AGENDA INC OPPO 2123345977 575 8TH AVENUE 701 NEW YORK NY 10018 ROBIN JENKINS INTERIM PRESIDENT 2123345977 2024-10-07 1 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-10-07 2023 2024-10-15 13:58:12Z ROBIN JENKINS 575 8TH AVENUE 701 NEW YORK NY 10018 8545813 0 X WWW.OPPORTUNITYAGENDA.ORG X 2019 DE 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. 9 9 31 11 0 0 2237960 8448847 0 24000 8008 50941 0 22025 2245968 8545813 50000 0 0 0 3184884 3365878 0 0 729447 3133604 3328316 6368488 6694194 -4122520 1851619 10800970 11889337 3271215 2507963 7529755 9381374 X VISION: WE ENVISION A NATIONAL CULTURE OF OPPORTUNITY, COMMUNITY, AND EQUITY, WHICH ENSURES JUST AND RESPONSIBLE POLICIES FOR ALL PEOPLE IN OUR COUNTRY REGARDLESS OF RACE, ETHNICITY, GENDER, ABILITY, RELIGION, OR ECONOMIC STATUS. MISSION: OUR MISSION IS TO BUILD THE PUBLIC IMAGINATION AND CULTURAL WILL TO CHALLENGE WHITE SUPREMACY AND ITS PERVASIVE IMPACT, WORK IN COMMUNITY TO OVERCOME OPPOSITION NARRATIVES THAT EXCLUDE AND DIVIDE US, AND ADVANCE NARRATIVES THAT SUPPORT OPPORTUNITY FOR ALL. VALUES: VALUES PROVIDE THE FOUNDATION FOR ALL OUR NARRATIVE AND MESSAGING DEVELOPMENT RECOMMENDATIONS. AND THEY MUST GUIDE THE WAYS IN WHICH WE WORK TOGETHER INTERNALLY, AS WELL AS THE WAYS IN WHICH WE WORK WITH PARTNERS, COMMUNICATE, CREATE OUR RESEARCH AND MATERIALS, AND MAKE OUR RECOMMENDATIONS. WE STRIVE TO CREATE A SAFE AND DIVERSE COMMUNITY THAT EMBRACES MULTIPLE EXPRESSIONS OF IDENTITY, EXPERIENCE, AND VIEWS. 0 0 5712751 46025 SUPPORTED THE SOCIAL JUSTICE FIELD TO USE COMMUNICATIONS, MEDIA, AND CULTURE TO TELL STORIES THAT CHANGE HOW WE TALK AND THINK ABOUT ISSUES INCLUDING RACIAL JUSTICE, IMMIGRATION, CRIMINAL JUSTICE, ECONOMIC JUSTICE, HEALTH AND DEMOCRACY; TRAINED 468 SOCIAL JUSTICE LEADERS IN NARRATIVE AND CULTURAL STRATEGIES TO AMPLIFY THEIR VOICES AND EFFECTIVENESS AS STORYTELLERS; HELD OUR INAUGURAL NARRATIVE INNOVATORS LAB WHICH PROVIDED SIX-MONTHS OF TRAINING AND SUPPORT TO 15 SOCIAL JUSTICE LEADERS AND 7 ARTISTS TO DEVELOP NARRATIVE AND CULTURAL INTERVENTIONS TO ADVANCE NEW NARRATIVES TO SUPPORT A MULTIRACIAL SOCIETY WHERE ALL PEOPLE HAVE A VOICE IN THE DECISIONS WHICH IMPACT THEIR LIVE; WORKED WITH GRASSROOTS PARTNERS TO LAUNCH CAMPAIGNS TO DEEPEN CIVIC ENGAGEMENT AMONG COMMUNITIES OF COLOR IN THE SOUTH AND SHIFT NARRATIVES TOWARD A SOCIETY WELCOMING TO IMMIGRANTS, MIGRANTS, AND REFUGEES; HELD OUR 11TH CREATIVE CHANGE RETREAT BRINGING TOGETHER LEADING ARTISTS, ENTERTAINERS, ADVOCATES, FUNDERS, AND CULTURAL STRATEGISTS TO CREATE ART AND CULTURAL STRATEGIES FOR CHANGE; AND PROVIDED MESSAGING TOOLS WITH RECOMMENDATIONS FOR RESPONDING TO BREAKING NEWS IN A WAY THAT MOVES US TOWARDS NEW SOLUTIONS FOR OUR 30,000+NETWORK OF ADVOCATES, FUNDERS, ARTISTS, POLICYMAKERS, AND OTHER SOCIAL JUSTICE LEADERS. 5712751 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 1 0 CA CT DC GA IL MD MI NJ NY OH PA WA X X ROBIN JENKINS INTERIM PRESIDENT 2123343609 575 8TH AVENUE SUITE 701 NEW YORK NY 10018 ADUKE THELWELL DIRECTOR 2.00 X 0 0 0 ALAN MYERS DIRECTOR (OUTGOING) 2.00 X 0 0 0 KAT O'BRIEN DIRECTOR 2.00 X 0 0 0 MARITZA GUZMAN DIRECTOR 2.00 X 0 0 0 MICHAEL GOLDBERG TREASURER 5.00 X X 0 0 0 RICHARD ROBERTS DIRECTOR 2.00 X 0 0 0 SARA STUART SECRETARY (OUTGOING) 5.00 X X 0 0 0 VINCENT BENJAMIN CHAIR 5.00 X X 0 0 0 VLADIMIR ESTIVERNE DIRECTOR 2.00 X 0 0 0 WILLIAM GORIN DIRECTOR 2.00 X 0 0 0 YASMIN CADER DIRECTOR 2.00 X 0 0 0 ADAM LUNA INTERIM PRESIDENT 40.00 X 227962 0 21978 ELLEN BUCHMAN PRESIDENT (OUTGOING) 40.00 X 248204 0 11743 ERIKA WILLIAMS COO (OUTGOING) 40.00 X 113959 0 4441 ELIZABETH JOHNSEN DIR. OF PROGRAM MGMT. AND IMPACT 40.00 X 106231 0 30079 JAN RACHEL REYES DIRECTOR OF STRATEGIC COMMUNICATIONS & NETWORK EN 40.00 X 132418 0 14748 JULIE D ROWE DIRECTOR OF NARRATIVE & RESEARCH 40.00 X 127044 0 32668 SOHA ELLAITHY VICE PRESIDENT FOR INST. ADV. 40.00 X 105310 0 12059 1061128 0 127716 7 1 1 0 ARABELLA INTERMEDIATE HOLDINGS LLC 1828 L STREET NORTHWEST WASHINGTON DC 20036 ACCOUNTING/FINANCE & CFO SERVICES 376874 FRAMESHIFT LLC 6285 N NIRVANA PL TUCSON AZ 85750 CONSULTING SERVICES- DEMOCRACY PROJECT R 316720 SHARON GOLDTZVIK 1717 N ST NW STE 1 WASHINGTON DC 20036 UPRISE FOR GOOD: COMMUNICATIONS/PROGRAM 277176 JULIA HOWELL 1111 BUCHANAN STREET NORTHWEST WASHINGTON DC 20011 COO CONSULTANT 158250 STAMP EVENT MANAGEMENT 276 5TH AVENUE SUITE 704 APT 710 NEW YORK NY 10001 PROJECT MANAGEMENT FOR EVENTS 128364 5 8448847 8448847 TRAINING REVENUE 900099 24000 24000 24000 50941 50941 OTHER INCOME 900099 22025 22025 22025 8545813 46025 0 50941 X 509887 428305 15296 66286 2179096 1853620 48158 277318 54155 46053 1207 6895 388418 329866 8983 49569 234322 198876 5510 29936 277952 232204 20184 25564 1894682 1582840 137584 174258 19781 16961 438 2382 63493 53944 1481 8068 421926 358101 9922 53903 551938 530324 1688 19926 21479 18230 505 2744 MISCELLANEOUS EXPENSE 77065 63427 1040 12598 6694194 5712751 251996 729447 3876199 1226561 3941522 3996727 719491 4376206 18455 17819 114646 2245939 2156742 10800970 11889337 903785 457089 2367430 2050874 3271215 2507963 X 6528515 3851388 1001240 5529986 7529755 9381374 10800970 11889337 1851619 0 X X 0 1 X 1 0 X 4000000 10913662 2245968 8448847 25608477 4000000 10913662 2245968 8448847 25608477 10797563 14810914 761 8008 50941 59710 22025 22025 25690212 24000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 22,025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RIGHT OF USE ASSET 1919658 OTHER ASSETS 237084 2156742 X 8545813 0 8545813 0 8545813 6694194 0 6694194 0 6694194 PART X, LINE 2: TOA BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 IN ACCORDANCE WITH ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. X X X 1 0 0 0 0 0 0 1 0 ELLEN BUCHMAN PRESIDENT (OUTGOING) 128799 0 37133 0 82272 0 0 0 11743 0 259947 0 0 0 ADAM LUNA INTERIM PRESIDENT 202377 0 25000 0 585 0 10312 0 11666 0 249940 0 0 0 JULIE D ROWE DIRECTOR OF NARRATIVE & RESEARCH 126459 0 0 0 585 0 6324 0 26344 0 159712 0 0 0 PART I, LINE 3 THE CEO AND TOP MANAGEMENT SALARIES ARE ESTABLISHED BY A COMMITTEE OF THE BOARD OF DIRECTORS, IN CONSIDERATION OF THE INDEPENDENT CONSULTANTS. PART I, LINE 4A ELLEN BUCHMAN RECEIVED A SEVERANCE PAYMENT OF $81,934 AND IT IS REPORTED IN COLUMN (B)(III). PART I, LINE 7 ADAM'S BONUS WAS APPROVED BY THE EXECUTIVE COMMITTEE AS A TRANSITIONAL BONUS WHILE HE ASSUMED THE INTERIM PRESIDENT ROLE. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE KEPT FOR CERTAIN COMMITTEE MEETINGS BUT NOT ALL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND A COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ON AN ANNUAL BASIS AND ARE OBLIGATED TO DISCLOSE ANY CONFLICTS AS THEY ARISE. THE ORGANIZATION IS IN THE PROCESS FOR COLLECTING CONFLICT OF INTEREST POLICIES FROM KEY EMPLOYEES STARTING IN 2024. FORM 990, PART VI, SECTION B, LINE 15 OPPORTUNITY AGENDA HAD A PROCESS IN PLACE TO DETERMINE THE SALARY OF THE CEO, TOP MANAGEMENT AND KEY EMPLOYEES WHICH INCLUDED A COMPENSATION SURVEY PERFORMED BY THEIR PEO AND A STUDY PERFORMED BY AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 1,582,840. MANAGEMENT AND GENERAL EXPENSES 137,584. FUNDRAISING EXPENSES 174,258. TOTAL EXPENSES 1,894,682. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.