OPPORTUNITY INTERNATIONAL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY INTERNATIONAL INC (EIN 54-0907624)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349301617
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T08:16:11-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540907624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY INTERNATIONAL INC | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A OPPORTUNITY INTERNATIONAL-US | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 3124875000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W VAN BUREN STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD C JOHN | PersonNm |
| Person Title | SENIOR VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 3124875000 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J NOWAK CPA MST | PreparerPersonNm |
| PTIN | P00527435 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | RICHARD C JOHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W VAN BUREN STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $145,029,184 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPPORTUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | OPPORTUNITY INTERNATIONAL, INC D/B/A OPPORTUNITY INTERNATIONAL - US IS A TAX EXEMPT, PUBLICLY SUPPORTED CHRISTIAN-BASED CORPORATION THAT HELPS PEOPLE IN DEVELOPING NATIONS WORK THEIR WAY OUT OF POVERTY, STRENGTHEN THEIR FAMILIES AND IMPROVE THEIR COMMUNITIES. OPPORTUNITY INTERNATIONAL INC. IS PART OF THE OPPORTUNITY INTERNATIONAL NETWORK THAT CURRENTLY PROVIDES LOANS, SAVINGS PROGRAMS, INSURANCE AND OTHER FINANCIAL SERVICES AND TRAINING TO MORE THAN 5 MILLION CLIENTS IN 22 COUNTRIES ACROSS AFRICA, ASIA, LATIN AMERICA AND EUROPE. IN 2014, THE NETWORK MADE MORE THAN $1.18 BILLION IN LOANS THROUGH MORE THAN 17,500 EMPLOYEES AROUND THE WORLD. DISCOVER MORE AT OPPORTUNITY.ORG. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,431,774 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,834,877 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,809,972 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,786,121 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,537 | PYInvestmentIncomeAmt |
| CY Investment Income | $147,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $179,286 | PYOtherRevenueAmt |
| CY Other Revenue | $174 | CYOtherRevenueAmt |
| PY Total Revenue | $132,668,569 | PYTotalRevenueAmt |
| CY Total Revenue | $140,769,089 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,174,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,676,732 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,875,279 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,055,168 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,829,659 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $100,506,746 | PYOtherExpensesAmt |
| CY Other Expenses | $110,099,828 | CYOtherExpensesAmt |
| PY Total Expenses | $122,556,963 | PYTotalExpensesAmt |
| CY Total Expenses | $138,831,728 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,111,606 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,937,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,514,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,009,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,638,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,007,477 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,875,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,002,414 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPPORTUNITY INTERNATIONAL, INC D/B/A OPPORTUNITY INTERNATIONAL - US IS A TAX EXEMPT, PUBLICLY SUPPORTED CHRISTIAN-BASED CORPORATION THAT HELPS PEOPLE IN DEVELOPING NATIONS WORK THEIR WAY OUT OF POVERTY, STRENGTHEN THEIR FAMILIES AND IMPROVE THEIR COMMUNITIES. OPPORTUNITY INTERNATIONAL INC. IS PART OF THE OPPORTUNITY INTERNATIONAL NETWORK THAT CURRENTLY PROVIDES LOANS, SAVINGS PROGRAMS, INSURANCE AND OTHER FINANCIAL SERVICES AND TRAINING TO MORE THAN 5 MILLION CLIENTS IN 22 COUNTRIES ACROSS AFRICA, ASIA, LATIN AMERICA AND EUROPE. IN 2014, THE NETWORK MADE MORE THAN $1.18 BILLION IN LOANS THROUGH MORE THAN 17,500 EMPLOYEES AROUND THE WORLD. DISCOVER MORE AT OPPORTUNITY.ORG. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $107,392,691 | ExpenseAmt |
| Revenue | $71,722,191 | RevenueAmt |
| Desc | OPPORTUNITY INTERNATIONAL, INC D/B/A OPPORTUNITY INTERNATIONAL - US IS A TAX EXEMPT, PUBLICLY SUPPORTED CHRISTIAN-BASED CORPORATION THAT HELPS PEOPLE IN DEVELOPING NATIONS WORK THEIR WAY OUT OF POVERTY, STRENGTHEN THEIR FAMILIES AND IMPROVE THEIR COMMUNITIES. OPPORTUNITY INTERNATIONAL INC. IS PART OF THE OPPORTUNITY INTERNATIONAL NETWORK THAT CURRENTLY PROVIDES LOANS, SAVINGS PROGRAMS, INSURANCE AND OTHER FINANCIAL SERVICES AND TRAINING TO MORE THAN 5 MILLION CLIENTS IN 22 COUNTRIES ACROSS AFRICA, ASIA, LATIN AMERICA AND EUROPE. IN 2014, THE NETWORK MADE MORE THAN $1.18 BILLION IN LOANS THROUGH MORE THAN 17,500 EMPLOYEES AROUND THE WORLD. DISCOVER MORE AT OPPORTUNITY.ORG. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,297,804 | ExpenseAmt |
| Grant | $9,297,804 | GrantAmt |
| Revenue | $9,297,804 | RevenueAmt |
| Desc | OI PROVIDED SUPPORT TO MEMBER AGENCIES VIA THE HOME OFFICE IN CHICAGO AND REGIONAL OFFICES. SUPPORT IN THE FORM OF OVERSIGHT, OPERATIONS CONSULTING AND PARTNER AGENCY STAFF TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,378,928 | ExpenseAmt |
| Grant | $6,378,928 | GrantAmt |
| Revenue | $6,378,928 | RevenueAmt |
| Desc | OI GRANTED FUNDS TO AFFILIATE OPPORTUNITY TRANSFORMATION INVESTMENTS, INC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,387,372 | ExpenseAmt |
| Revenue | $4,387,372 | RevenueAmt |
| Desc | OI PROVIDED FUNDS FOR MEMBER AGENCIES LENDING OPERATIONS. MEMBER AGENCIES PROVIDED CONSULTING VISITS WITH POOR BORROWERS AND POOR PARTICIPANTS ATTENDED SEVERAL SMALL BUSINESS TRAINING SEMINARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,387,372 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,387,372 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $127,456,795 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | RP | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD C JOHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8007939455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W VAN BUREN STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATEY ASSEM | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA DAVIS | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI ESCARRA | ||||||||
| CHIEF EXECUTIVE OFFICER | 45.00 | 10.00 | Yes (X) | $423,927 | $0 | $43,368 | Yes (X) | |
| PETER KING | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LINSZ | ||||||||
| DIRECTOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA LUPIENT | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE NELSON | ||||||||
| DIRECTOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH PERDUE | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ROBINSON COPE | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HERVE SARTEAU | ||||||||
| DIRECTOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BETH JOHNSTON STEPHENSON | ||||||||
| DIRECTOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK A THOMPSON | ||||||||
| CHAIR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER THORRINGTON | ||||||||
| DIRECTOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVE M TOLMIE | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C JOHN | ||||||||
| SVP AND U.S. CFO | 45.00 | 10.00 | $170,383 | $0 | $19,800 | Yes (X) | ||
| DENNIS W RIPLEY | ||||||||
| CHIEF BUSINESS DEVELOPMENT | 45.00 | 10.00 | $241,146 | $0 | $36,846 | Yes (X) | ||
| STEPHEN P LAVEY | ||||||||
| CHIEF FINANCIAL OFFICER | 45.00 | 10.00 | $247,118 | $0 | $37,361 | Yes (X) | ||
| DAVID SIMMS | ||||||||
| PRESIDENT, OIUS & GLOBAL CHIEF DEVELOPMENT OFFICER | 50.00 | 5.00 | $304,033 | $0 | $41,603 | Yes (X) | ||
| DEBORAH BOWKER | ||||||||
| CHIEF MARKETING OFFICER | 55.00 | 0.00 | $207,343 | $0 | $16,333 | Yes (X) | ||
| JAMES PEDERSEN | ||||||||
| SENIOR COUNSEL | 55.00 | 0.00 | $198,633 | $0 | $33,139 | Yes (X) | ||
| GREGORY ROTH | ||||||||
| SVP PHILANTHROPY | 55.00 | 0.00 | $182,633 | $0 | $32,547 | Yes (X) | ||
| CONNIE STRYJAK | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 55.00 | 0.00 | $179,029 | $0 | $26,973 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,154,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOCIAL CAPITAL INC | |||||
| 875 N MICHIGAN AVE | CHICAGO | IL | 60611 | CONSULTING | $805,800 |
| SUNSHINE SACHS | |||||
| 136 MADISON AVE | NEW YORK | NY | 10016 | CONSULTING | $268,808 |
| KPMG LLP | |||||
| 200 E RANDOLPH | CHICAGO | IL | 60601 | AUDITING SERVICES | $191,820 |
| FREQUENCY 540 LLC | |||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | SOFTWARE DEVELOPMENT | $190,000 |
| BLACKBAUD | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTONE | SC | 29492 | SOFTWARE MAINTENANCE | $165,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $647,871 | GovernmentGrantsAmt |
| All Other Contributions | $48,187,006 | AllOtherContributionsAmt |
| Noncash Contributions | $5,451,227 | NoncashContributionsAmt |
| Total Contributions | $48,834,877 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MICRO FINANCE REVENUE | 522100 | $91,216,801 | $91,216,801 |
| SUPPORT SERVICE REVENUE | 522100 | $569,320 | $569,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,786,121 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,349 | TotalRevenueColumnAmt |
| Exclusion | $74,349 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,333,663 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,260,095 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,568 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,568 | TotalRevenueColumnAmt |
| Exclusion | $73,568 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 522100 | BusinessCd |
| Total Revenue Column | $174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $174 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,769,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,786,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $147,917 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,378,928 | TotalAmt |
| Program Services | $6,378,928 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,297,804 | TotalAmt |
| Program Services | $9,297,804 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,574 | TotalAmt |
| Program Services | $440,715 | ProgramServicesAmt |
| Management And General | $161,263 | ManagementAndGeneralAmt |
| Fundraising | $480,596 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,334,885 | TotalAmt |
| Program Services | $3,800,223 | ProgramServicesAmt |
| Management And General | $1,390,546 | ManagementAndGeneralAmt |
| Fundraising | $4,144,116 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,117 | TotalAmt |
| Program Services | $259,370 | ProgramServicesAmt |
| Management And General | $94,906 | ManagementAndGeneralAmt |
| Fundraising | $282,841 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,336 | TotalAmt |
| Program Services | $530,994 | ProgramServicesAmt |
| Management And General | $194,297 | ManagementAndGeneralAmt |
| Fundraising | $579,045 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,256 | TotalAmt |
| Program Services | $283,445 | ProgramServicesAmt |
| Management And General | $103,716 | ManagementAndGeneralAmt |
| Fundraising | $309,095 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,101 | TotalAmt |
| Program Services | $78,577 | ProgramServicesAmt |
| Management And General | $25,201 | ManagementAndGeneralAmt |
| Fundraising | $32,323 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,487 | TotalAmt |
| Program Services | $90,347 | ProgramServicesAmt |
| Management And General | $28,975 | ManagementAndGeneralAmt |
| Fundraising | $37,165 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,279 | TotalAmt |
| Program Services | $1,670,422 | ProgramServicesAmt |
| Management And General | $535,722 | ManagementAndGeneralAmt |
| Fundraising | $687,135 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,392 | TotalAmt |
| Program Services | $160,949 | ProgramServicesAmt |
| Management And General | $273,627 | ManagementAndGeneralAmt |
| Fundraising | $74,816 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,043 | TotalAmt |
| Program Services | $35,881 | ProgramServicesAmt |
| Management And General | $309,604 | ManagementAndGeneralAmt |
| Fundraising | $11,558 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,563 | TotalAmt |
| Program Services | $702,776 | ProgramServicesAmt |
| Management And General | $55,608 | ManagementAndGeneralAmt |
| Fundraising | $764,179 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,368 | TotalAmt |
| Program Services | $38,158 | ProgramServicesAmt |
| Management And General | $36,288 | ManagementAndGeneralAmt |
| Fundraising | $44,922 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,118,815 | TotalAmt |
| Program Services | $16,114,327 | ProgramServicesAmt |
| Management And General | $4,488 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,996 | TotalAmt |
| Program Services | $11,551 | ProgramServicesAmt |
| Management And General | $87,445 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,285 | TotalAmt |
| Program Services | $25,304 | ProgramServicesAmt |
| Management And General | $20,746 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTI BANKING OPERATING E | $73,530,082 | $73,530,082 | ||
| PROVISION FOR LOAN LOSS | $8,346,847 | $8,346,847 | ||
| O.I. NETWORK PROGRAM EX | $4,387,372 | $4,387,372 | ||
| PROMOTIONAL MATERIALS | $827,743 | $767,304 | $2,020 | $58,419 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,455 | TotalAmt |
| Program Services | $505,419 | ProgramServicesAmt |
| Management And General | $220,822 | ManagementAndGeneralAmt |
| Fundraising | $323,214 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,831,728 | TotalAmt |
| Program Services | $127,456,795 | ProgramServicesAmt |
| Management And General | $3,545,274 | ManagementAndGeneralAmt |
| Fundraising | $7,829,659 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,937,017 | BOYAmt |
| EOY | $25,177,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,295,920 | BOYAmt |
| EOY | $27,381,375 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,165,162 | BOYAmt |
| EOY | $652,796 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,995 | BOYAmt |
| EOY | $58,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,368 | BOYAmt |
| EOY | $3,629,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,023,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $860,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,647 | BOYAmt |
| EOY | $1,163,065 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,612 | BOYAmt |
| EOY | $645,190 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,017 | BOYAmt |
| EOY | $301,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,514,414 | BOYAmt |
| EOY | $59,009,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,544,609 | BOYAmt |
| EOY | $11,611,861 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $388,051 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,249 | BOYAmt |
| EOY | $5,007,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,638,858 | BOYAmt |
| EOY | $17,007,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,527,004 | BOYAmt |
| EOY | -$5,706,889 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,394,935 | BOYAmt |
| EOY | $42,701,678 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007,625 | BOYAmt |
| EOY | $5,007,625 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,875,556 | BOYAmt |
| EOY | $42,002,414 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,514,414 | BOYAmt |
| EOY | $59,009,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,937,361 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $185,418 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2,816 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $6,001,263 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,394,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,912,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,138,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,513,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,834,877 | CurrentTaxYearAmt |
| Total | $138,793,331 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,394,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,912,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,138,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,513,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,834,877 | CurrentTaxYearAmt |
| Total | $138,793,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $53,491,755 | SubstantialContributorsTotAmt |
| Public Support Total170 | $85,301,576 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $754,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $708,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,049,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $779,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,917 | CurrentTaxYearAmt |
| Total | $3,440,842 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,630,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,415,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,168,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $728,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174 | CurrentTaxYearAmt |
| Total | $7,942,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $150,176,871 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $384,097,023 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $80,240 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $90,652 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $301,605 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,867,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $218,964 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,086,556 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,539,515 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$671,923 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,867,592 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,469,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,364 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,539,515 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,226,212 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $242,939 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,469,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,047,147 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $179,065 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,226,212 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,366 | OtherCostOrOtherBasisAmt |
| Book Value | $88,366 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,934,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $860,090 | DepreciationAmt |
| Book Value | $1,074,699 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,163,065 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $140,688,234 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,688,234 | RevenueSubtotalAmt |
| Other Revenues Not Included | $80,855 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $80,855 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $140,769,089 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $134,674,277 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$4,157,451 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$4,157,451 | ExpensesNotReportedAmt |
| Expenses Subtotal | $138,831,728 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,831,728 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | OPPORTUNITY HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 INCOME TAXES, OVERALL (FORMERLY KNOWN AS FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE ONLY SIGNIFICANT TAX POSITION MANAGEMENT HAS IDENTIFIED IN THAT OF OPPORTUNITY'S TAX-EXEMPT STATUS. NO OTHER TAX POSITIONS, CERTAIN OR UNCERTAIN, HAVE BEEN IDENTIFIED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE RELATED TO OPPORTUNITY TRANSFORMATION INVESTMENTS, INC. -67,062. INTEREST AND DIVIDEND INCOME 74,349. REALIZED LOSSES 73,568. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATING ENTRIES FROM FINANCIAL STATEMENTS -527,561. INTERCOMPANY EXPENSE ALLOCATIONS -3,629,890. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $7,001,547 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $684,654 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $672,409 |
| EAST ASIA & THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $604,090 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $279,392 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $26,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,268,205 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,268,205 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| PHILIPPINES | ADVANCEMENT OF EDUCATION, LOAN FUNDS, REBUILDING OF AREAS DAMAGED BY TYPHOONS | $604,090 | WIRE TRANSFER |
| GHANA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $1,027,786 | WIRE TRANSFER |
| UGANDA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $2,389,763 | WIRE TRANSFER |
| DEMOCRATIC REPUBLIC OF CONGO | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $714,312 | WIRE TRANSFER |
| COLOMBIA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $279,392 | WIRE TRANSFER |
| NICARAGUA | FINANCIAL AND AGRICULTURAL SERVICES AND TRAINING, EDUCATION AND COMMUNITY ECONOMIC DEVELOPMENT | $672,409 | WIRE TRANSFER |
| RWANDA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $398,205 | WIRE TRANSFER |
| KENYA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $180,500 | WIRE TRANSFER |
| TANZANIA | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $1,464,355 | WIRE TRANSFER |
| MOZAMBIQUE | SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $232,000 | WIRE TRANSFER |
| MALAWI | IMPROVED TECHNOLOGY, EQUIPMENT AND SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $594,626 | WIRE TRANSFER |
| UNITED KINGDOM | OPERATIONAL SUPPORT FOR TEAM TO ASSIST IMPLEMENTING BANKS IN AFRICA IN TECHNOLOGY, MANAGING OPERATIONS AND EXTENDING FINANCIAL SERVICES | $684,654 | WIRE TRANSFER |
| INDIA | SUPPORT OPERATIONS TO EXTEND FINANCIAL SERVICES AND TRAINING, ESPECIALLY AS RELATED TO AGRICULTURE AND EDUCATION | $26,114 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | OPPORTUNITY'S PROGRAM MANAGEMENT TEAM IS RESPONSIBLE FOR THE MONITORING OF BUDGET TO ACTUAL SPEND, PROJECT ACTIVITIES, PROGRESS AGAINST TARGETS AND DONOR REPORTING ON GRANTS OUTSIDE OF THE UNITED STATES. IN GENERAL, MONITORING INCLUDES REGULAR UPDATE CALLS WITH THE LOCAL PROJECT TEAM, EMAIL UPDATES BETWEEN SCHEDULED PROJECT CALLS, AND SUBMISSION OF REGULAR INTERNAL REPORTS TO PROGRAM MANAGEMENT ON THE STATUS OF PROGRAM ACTIVITIES, PROGRESS AGAINST TARGETS, AND BUDGET TO ACTUAL SPEND. IN ADDITION, BACKUP DOCUMENTATION FOR FINANCIAL REPORTING IS COLLECTED AS NECESSARY, SUCH AS INVOICES FOR PROCUREMENT, CONSULTANT AGREEMENTS, ETC. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY TRANSFORMATION INVESTMENTS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W VAN BUREN STREET SUIT | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 364382506 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,378,928 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Purpose Of Grant | OI GRANTED FUNDS TO AFFILIATE OPPORTUNITY TRANSFORMATION INVESTMENTS, INC. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICKI ESCARRA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $323,927 | $0 | $100,000 | $0 | $0 | $0 | $29,750 | $0 | $13,618 | $0 | $467,295 | $0 | $0 | $0 |
| RICHARD C JOHN | ||||||||||||||
| SVP AND U.S. CFO | $170,383 | $0 | $0 | $0 | $0 | $0 | $11,952 | $0 | $7,848 | $0 | $190,183 | $0 | $0 | $0 |
| DENNIS W RIPLEY | ||||||||||||||
| CHIEF BUSINESS DEVELOPMENT | $211,146 | $0 | $30,000 | $0 | $0 | $0 | $17,133 | $0 | $19,713 | $0 | $277,992 | $0 | $0 | $0 |
| STEPHEN P LAVEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $247,118 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $19,861 | $0 | $284,479 | $0 | $0 | $0 |
| DAVID SIMMS | ||||||||||||||
| PRESIDENT, OIUS & GLOBAL CHIEF DEVEL | $304,033 | $0 | $0 | $0 | $0 | $0 | $21,473 | $0 | $20,130 | $0 | $345,636 | $0 | $0 | $0 |
| DEBORAH BOWKER | ||||||||||||||
| CHIEF MARKETING OFFICER | $207,343 | $0 | $0 | $0 | $0 | $0 | $14,315 | $0 | $2,018 | $0 | $223,676 | $0 | $0 | $0 |
| JAMES PEDERSEN | ||||||||||||||
| SENIOR COUNSEL | $198,633 | $0 | $0 | $0 | $0 | $0 | $13,825 | $0 | $19,314 | $0 | $231,772 | $0 | $0 | $0 |
| GREGORY ROTH | ||||||||||||||
| SVP PHILANTHROPY | $157,633 | $0 | $25,000 | $0 | $0 | $0 | $13,090 | $0 | $19,457 | $0 | $215,180 | $0 | $0 | $0 |
| CONNIE STRYJAK | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $179,029 | $0 | $0 | $0 | $0 | $0 | $12,593 | $0 | $14,380 | $0 | $206,002 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE NON-FIXED PAYMENTS ARE ADDITIONAL PAY FOR ACHIEVING SPECIFIED TARGETS AND GOALS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,931,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,815,492 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,758 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PROFESSIONAL FEES | 18 | $693,988 | COMPARABLE VALUE |
| Yes (X) | TRAVEL EXPENSES | 5 | $3,569 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LISTS THE TOTAL NUMBER OF CONTRIBUTIONS FOR THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | STAFF PREPARES DETAILED INFORMATION FROM INTERNAL REPORTS AND AUDITED FINANCIAL STATEMENTS AND SENDS TO CLIFTONLARSONALLEN LLP. CONTROLLER AND CFO OF OPPORTUNITY INTERNATIONAL REVIEW THE DRAFT PREPARED BY CLA AND DISCUSS COMMENTS AND QUESTIONS WITH CLA. FINAL DRAFT OF 990 IS PRESENTED TO FINANCE COMMITTEE FOR REVIEW. AFTER REVIEW IS COMPLETE, A RECOMMENDATION IS MADE TO THE OPPORTUNITY INTERNATIONAL BOD TO APPROVE THE 990. IF APPROVED, THE RETURN IS SIGNED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS AN ANNUAL REQUIREMENT FOR ALL EMPLOYEES AND DIRECTORS TO SIGN THE CONFLICT OF INTEREST STATEMENTS. DISCLOSURES ARE TO BE MADE BY EMPLOYEES TO THE CHIEF EXECUTIVE OFFICER. IN THE CASE OF THE CEO OR AND OTHER DIRECTORS CONFLICTS OF INTEREST ARE REPORTED TO THE BOARD CHAIR, OR IN THE CASE OF THE BOARD CHAIR TO THE CHAIR OF THE RISK & AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED THE RESPONSIBLE PERSON ARE RECUSED/EXCLUDED FROM ALL DISCUSSIONS IN CONNECTION WITH THE PROPSED TRANSACTION. FINANCE DEPARTMENT MONITORS RELATED PARTY TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS APPORVED BY THE PEOPLE COMMITTEE OF THE GLOBAL BOARD USING IBM'S KENEXA SALARY DATABASE AND INSIDE NGO SALARY SURVEY AS COMPARABILILTY DATA TO HELP SET COMPENSATION. COMPENSATION DECISIONS ARE INCLUDED IN THE BOARD MINUTES AND APPROVALS ARE DOCUMENTED IN THE EMPLOYEE FILES. THIS PROCESS IS THE SAME FOR THE CEO AND ALL OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONFLICT OF INTEREST POLICY IS NOT PUBLISHED. FINANCIAL STATEMENTS ARE AVAILABLE ON THE OPPORTUNITY INTERNATIONAL WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSLATION GAIN (LOSS) -7,984,050. MINORITY INTEREST 4,762,608. MICRO-FINANCE ACTIVITY 9,097,022. OTHER ADJUSTMENTS 125,683. |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY TRANSFORMATION INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W VAN BUREN STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364382506 | EIN |
| Primary Activities | TO INVEST AND HOLD OWNERSHIP POSITIONS IN MICRO-FINANCE INSTITUTIONS. | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| OPPORTUNITY BANK AD NOVI SAD | ||||||||
| BULEVAR OSLOBODJENJA 2A | NOVI SAD SERBIA | RI | OTHER DEPOSITORY | RI | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 1.00000 | Yes (1) |
| BANCO OPORTUNIDADE DE MOZAMBIQUE SA | ||||||||
| AV 24 DE JULHO 4136 | BAIRRO DE MALANGA MAPUTO | MZ | OTHER DEPOSITORY | MZ | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.64700 | Yes (1) |
| OPPORTUNITY INTERNATIONAL BANK OF MALAWI LTD | ||||||||
| PLOTS 046-048 OLD TOWN PRIVATE BA | LILONGWE | MI | OTHER DEPOSITORY | MI | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.56600 | Yes (1) |
| URWEGO OPPORTUNITY BANK OF RWANDA SA | ||||||||
| BP 748 NYARUGENGE PLOT NO1230 AVE | KIGALI | RW | OTHER DEPOSITORY | RW | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.49900 | Yes (1) |
| OPPORTUNITY KENYA LIMITED | ||||||||
| 1ST FLOOR GEOMAP CENTRE MATUMBATO | NAIROBI | KE | OTHER DEPOSITORY | KE | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.88000 | Yes (1) |
| OPPORTUNITY INTERNATIONAL SAVINGS & LOANS LIMITED | ||||||||
| NO D765/3 KWAMWE NKRUMAH AVENUE A | GH | OTHER DEPOSITORY | GH | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.64600 | Yes (1) | |
| OPPORTUNITY UGANDA LIMITED | ||||||||
| PLOT 7A JOHN BABIHA AVE KOLOLO PO | KAMPALA | UG | OTHER DEPOSITORY | UG | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.85700 | Yes (1) |
| OPPORTUNITY TANZANIA LIMITED | ||||||||
| PLOT 320 REGENT ESTATE PO BOX 802 | DAR-ES-SALAAM | TZ | OTHER DEPOSITORY | TZ | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.67500 | Yes (1) |
| OPPORTUNITY MICROCREDIT ROMANIA IFN SA | ||||||||
| NO 183 1 DECEMBRIE BLVD | TARGA MURES | RO | OTHER DEPOSITORY | RO | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.66500 | Yes (1) |
| OPPORTUNITY INTERNATIONAL DRC SPRL | ||||||||
| 1527 AVENUE COLONEL MONDJIBA QUART | KINSHASA/NGALIEMA | CG | OTHER DEPOSITORY | CG | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 1.00000 | Yes (1) |
| OPPORTUNITY INTERNATIONAL COLUMBIA SA FINANCING CO | ||||||||
| CALLE 70 7 - 30 | BOGOTA | CO | OTHER DEPOSITORY | CO | OPPORTUNITY TRANSFORMATION INVESTMENTS | C | 0.71100 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OPPORTUNITY TRANSFORMATION INVESTMENTS | ||
| B | $6,378,928 | CASH TRANSFERRED |
| OPPORTUNITY TRANSFORMATION INVESTMENTS | ||
| L | $1,318,929 | CASH TRANSFERRED |