2026-08-19T11:41:01-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2025-01-01 843935514 THE OPPORTUNITY AGENDA INC OPPO 2123345977 PO BOX 71 NEW YORK NY 10018 TRACI LESTER PRESIDENT 2123345977 2026-08-19 1 MELISSA MODELSON P01603524 9143818900 2026-08-18 2025 2025-03-06 01:10:19Z TRACI LESTER PO BOX 71 NEW YORK NY 10018 1587753 0 X WWW.OPPORTUNITYAGENDA.ORG X 2019 DE THE OPPORTUNITY AGENDA'S MISSION IS TO CREATE OPPORTUNITY FOR EVERYONE BY ADVANCING NARRATIVES THAT CHAMPION A MULTI-RACIAL DEMOCRACY WHILE DISMANTLING NARRATIVES ROOTED IN SYSTEMIC RACISM AND WHITE SUPREMACY. 4 4 20 10 0 0 1431358 1360522 20250 102000 123946 68075 6082 57156 1581636 1587753 0 0 0 0 2962238 2535944 0 0 376721 2760355 2861331 5722593 5397275 -4140957 -3809522 5799455 708798 2282727 1001592 3516728 -292794 X THE OPPORTUNITY AGENDA'S MISSION IS TO CREATE OPPORTUNITY FOR EVERYONE BY ADVANCING NARRATIVES THAT CHAMPION A MULTI-RACIAL DEMOCRACY WHILE DISMANTLING NARRATIVES ROOTED IN SYSTEMIC RACISM AND WHITE SUPREMACY. 0 1 4560432 0 102000 OUR PROGRAMS AIM TO BUILD THE CAPACITY OF THE SOCIAL JUSTICE FIELD TO EMPOWER THEM TO USE NARRATIVE, COMMUNICATIONS, AND CULTURE TO CHANGE HOW PEOPLE PERCEIVE SOCIAL JUSTICE ISSUES INCLUDING RACIAL JUSTICE, DEMOCRACY, IMMIGRATION, HEALTH, PUBLIC SAFETY, AND ECONOMIC JUSTICE. IN 2025, WE TRAINED 5,000+ SOCIAL JUSTICE ACTIVISTS, ADVOCATES, AND ARTISTS IN NARRATIVE AND CULTURAL STRATEGIES. WE PROVIDED RESEARCH-BACKED NARRATIVE AND CULTURAL MESSAGING TOOLS AND RESOURCES TO A NETWORK OF 30,000+ ADVOCATES, FUNDERS, ARTISTS, POLICYMAKERS, AND OTHER SOCIAL JUSTICE LEADERS TO AMPLIFY THEIR VOICES AND EFFECTIVENESS AS STORYTELLERS. FOR OUR NARRATIVE INNOVATORS LAB, WE CONCLUDED THE PROGRAM IN MARCH 2025 THAT PROVIDED TRAINING AND SUPPORT TO 10 SOCIAL JUSTICE LEADERS AND 7 ARTISTS TO DEVELOP NARRATIVE AND CULTURAL INTERVENTIONS TO ADVANCE A MULTIRACIAL SOCIETY.AT THE END OF 2025, THE ORGANIZATION SUNSETTED OPERATIONS AND TRANSFERRED THEIR PROGRAMMATIC WORK TO OTHER NONPROFIT ORGANIZATIONS. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN OPERATIONS. 4560432 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 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 22 0 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X X X TRACI LESTER PRESIDENT 2123345977 PO BOX 71 NEW YORK NY 10018 VINCENT BENJAMIN CHAIR 5.00 X X 0 0 0 MICHAEL GOLDBERG TREASURER 5.00 X X 0 0 0 YASMIN CADER DIRECTOR, THRU 7/20/25 2.00 X 0 0 0 VLADIMIR ESTIVERNE DIRECTOR, THRU 7/30/25 2.00 X 0 0 0 WILLIAM GORIN DIRECTOR 2.00 X 0 0 0 MARITZA GUZMAN DIRECTOR 2.00 X 0 0 0 KAT O-BRIEN DIRECTOR, THRU 7/16/25 2.00 X 0 0 0 RICHARD ROBERTS DIRECTOR, THRU 7/22/25 2.00 X 0 0 0 ADUKE THELWELL DIRECTOR, THRU 6/24/25 2.00 X 0 0 0 TRACI LESTER PRESIDENT 40.00 X 244000 0 24029 ROBIN JENKINS INTERIM PRESIDENT, THRU 2/21/25 10.00 X 6000 0 0 SOHA ELLAITHY VP OF INSTITUTIONAL ADVANCEMENT 40.00 X 215325 0 25353 ELIZABETH JOHNSEN VP OF PROGRAM STRATEGY & IMPACT 40.00 X 196850 0 22737 KIMBERLY HALL VP OF HEALTH EQUITY WORKS, THRU 7/31/25 40.00 X 123867 0 9301 JERRY JAMES OPERATIONS MANAGER 40.00 X 118185 0 11454 CHRYSTIAN RODRIGUEZ TRAINING & ENGAGEMENT MANAGER 40.00 X 112477 0 11744 CHARLES SHERMAN MANAGER OF NARRATIVE STRATEGY 40.00 X 110268 0 12234 JADE WILENCHIK PROGRAM STRATEGY & COHORT MANAGER 40.00 X 106953 0 9219 1233925 0 126071 8 0 1 0 IMPACT RESEARCH INC 260 COMMERCE STREET 4TH FLOOR MONTGOMERY AL 36104 MESSAGING QUALBOARDS & POLLING SERVICES 230892 VITAL IMPACT INTERMEDIATE HOLDINGS LLC 1828 L STREET NORTHWEST SUITE 300 WASHINGTON DC 20036 ACCOUNTING & CONSULTING SERVICES 222674 FENTON COMMUNICATIONS INC 244 MADISON AVENUE SUITE 307 NEW YORK NY 10016 COMMUNICATION SERVICES 160600 STAGWELL GLOBAL LLC ONE WORLD TRADE CENTER 63RD FLOOR NEW YORK NY 10007 CONSULTING SERVICES 156718 4 1360522 1360522 TRAINING REVENUE 900099 102000 102000 102000 68075 68075 45250 0 45250 45250 45250 MISCELLANEOUS REVENUE 900099 8798 8798 CREDIT CARD REWARDS 900099 3108 3108 11906 1587753 102000 0 125231 X 734295 596419 36416 101460 1471720 1403398 4752 63570 5533 5436 97 151288 141856 356 9076 173108 156335 2530 14243 58795 58795 340009 340009 1123499 1051013 8442 64044 7935 3237 4698 44956 29040 5914 10002 250180 188859 1120 60201 816127 777009 39118 39187 37533 73 1581 32762 32072 7 683 115336 113085 719 1532 PROF. DEVELOPMENT 31435 24442 646 6347 MISCELLANEOUS EXPENSES 1110 698 343 69 5397275 4560432 460122 376721 402340 214166 3032977 483343 250000 7878 202694 3411 141939 0 1769505 0 5799455 708798 182382 661489 10000 0 17180 2090345 322923 2282727 1001592 X 2172898 -292794 1343830 0 3516728 -292794 5799455 708798 -3809522 0 X 0 1 X 1 0 X 10913662 2245968 8448847 1431358 1360522 24400357 10913662 2245968 8448847 1431358 1360522 24400357 7036608 17363749 8008 50941 125046 113325 297320 22025 4982 11906 38913 24736590 146250 0.70190 0.76000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 22,025. 2025 AMOUNT: $ 8,798. HONORARIA/STIPENDS - 2024 AMOUNT: $ 1,557. CREDIT CARD REWARDS - 2024 AMOUNT: $ 3,425. 2025 AMOUNT: $ 3,108. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 LEASE LIABILITY - OPERATING 322923 322923 X 2141478 567858 567858 1573620 14133 14133 1587753 4608172 567858 567858 4040314 1356961 1356961 5397275 PART IV, LINE 2B: THE ORGANIZATION HOLDS A SECURITY DEPOSIT FROM A SUBTENANT IN AN ESCROW ACCOUNT. THE DEPOSIT WAS RETURNED TO THE SUBTENANT IN 2026 AS PART OF THE LEASE REASSIGNMENT. PART X, LINE 2: TOA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT TOA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. TOA IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUED OPERATING INCOME IN LIQUIDATION PERIOD 14,133. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUED LIQUIDATION COSTS 1,356,961. X X X X 0 0 0 0 0 0 0 1 0 TRACI LESTER PRESIDENT 211840 0 20311 0 11849 0 0 0 24029 0 268029 0 0 0 SOHA ELLAITHY VP OF INSTITUTIONAL ADVANCEMENT 177038 0 25311 0 12976 0 1650 0 23703 0 240678 0 0 0 ELIZABETH JOHNSEN VP OF PROGRAM STRATEGY & IMPACT 175771 0 15311 0 5768 0 1625 0 21112 0 219587 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED A DISCRETIONARY BONUS TO THE EMPLOYEES LISTED ON PART II. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART III, LINE 3 OUR PROGRAMS AIMED TO BUILD THE CAPACITY OF THE SOCIAL JUSTICE FIELD BY EMPOWERING THEM TO USE NARRATIVE, COMMUNICATIONS, AND CULTURE TO CHANGE HOW PEOPLE PERCEIVE SOCIAL JUSTICE ISSUES INCLUDING RACIAL JUSTICE, DEMOCRACY, IMMIGRATION, HEALTH, PUBLIC SAFETY, AND ECONOMIC JUSTICE. AT THE END OF 2025, THE ORGANIZATION SUNSETTED OPERATIONS AND TRANSFERRED THEIR PROGRAMMATIC WORK TO OTHER NONPROFIT ORGANIZATIONS. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN OPERATIONS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING AMENDMENT TO ITS BYLAWS: THE PRESIDENT MAY APPOINT AND REMOVE AGENTS AND EMPLOYEES OF THE ORGANIZATION WITHOUT SUBJECT TO APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT EVERY COMMITTEE MEETING HELD AND WRITTEN ACTIONS TAKEN DURING THE TAX YEAR BY ITS GOVERNING BODY AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. 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 AND KEY STAFF ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ON AN ANNUAL BASIS AND ARE OBLIGATED TO DISCLOSE ANY CONFLICTS AS THEY ARISE. WHEN A DIRECTOR OR KEY STAFF MEMBER HAS AN INTEREST IN A TRANSACTION OR OTHER MATTER BEING CONSIDERED BY THE ORGANIZATION, THE DIRECTOR OR KEY STAFF MEMBER SHOULD DISCLOSE THE CONFLICT TO THE CHAIRMAN OR PRESIDENT, OR IF APPROPRIATE, THE FULL BOARD. THE BOARD MEMBER IN POTENTIAL CONFLICT OF INTEREST SITUATIONS MAY PARTICIPATE IN THE EARLY INFORMATION-GATHERING STAGE OF THE MATTER, BUT SHOULD NOT PARTICIPATE IN THE DELIBERATIONS, DECISION OR VOTE REGARDING THE MATTER UNDER CONSIDERATION. THE DISCLOSURE AND RECUSAL OF THE BOARD MEMBER SHALL BE RECORDED IN THE MINUTES. A CONFLICTED PARTY MAY NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATIONS OR VOTING ON THE MATTER GIVING RISE TO THE CONFLICT. 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 INCLUDES A COMPENSATION SURVEY PERFORMED BY A PEO AND A STUDY PERFORMED BY AN INDEPENDENT CONSULTANT. COMPENSATION IS THEN APPROVED BY THE SEARCH COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON OWN WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 43,908. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,908. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 475,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,302. TOTAL EXPENSES 481,123. HR CONSULTANT FEES: PROGRAM SERVICE EXPENSES 87,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,473. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 33,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,600. TOTAL EXPENSES 45,476. CONSULTING FEES: PROGRAM SERVICE EXPENSES 102,822. MANAGEMENT AND GENERAL EXPENSES 8,442. FUNDRAISING EXPENSES 47,142. TOTAL EXPENSES 158,406. RESEARCH: PROGRAM SERVICE EXPENSES 289,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 289,113. EVENT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000.