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← OPPORTUNITY TRANSFORMATION INVESTMENTS INC

Form 990 for tax year 2024

Filed by OPPORTUNITY TRANSFORMATION INVESTMENTS INC.

Totals

Total revenue
$449,436
Total expenses
$450,901
Contributions and grants received
$213,488
Grants paid
$0
Program services expenses (Part IX)
$450,901
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$450,901

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ATUL TANDON

    PRESIDENT

    Total calculated
    $653,777
    From this org
    $0
    From related orgs
    $621,858
    Other
    $31,919
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,858 related
    Bonus
    $0 + $140,000 related
    Other
    $0
    Deferred
    $0 + $24,036 related
    Nontaxable benefits
    $0 + $7,883 related
    Filer's total
    $0 + $653,777 related

  • DALE PATTERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVE TOLMIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES BERGMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE PALMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET TOMASIK

    TREASURER

    Total calculated
    $290,126
    From this org
    $0
    From related orgs
    $264,533
    Other
    $25,593
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,533 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,177 related
    Nontaxable benefits
    $0 + $7,416 related
    Filer's total
    $0 + $290,126 related

  • DAVID WIEGMAN

    SECRETARY (TERM 09/2025)

    Total calculated
    $242,982
    From this org
    $0
    From related orgs
    $213,038
    Other
    $29,944
    Hours/week
    8 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,038 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,707 related
    Nontaxable benefits
    $0 + $15,237 related
    Filer's total
    $0 + $242,982 related

  • MICHELE BROEMMELSIEK

    SECRETARY (START 08/2025)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • AMY SHERIDAN

    TREASURER (START 11/2025)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • RANDY KURTZ

    EXECUTIVE VP, INT'L PROGRAMS

    Total calculated
    $318,956
    From this org
    $0
    From related orgs
    $278,757
    Other
    $40,199
    Hours/week
    7 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,757 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,669 related
    Nontaxable benefits
    $0 + $21,530 related
    Filer's total
    $0 + $318,956 related

  • MAURICIO AGUDELO RINCON

    VP, CORP. DEVEL. (TERM 09/2025)

    Total calculated
    $266,538
    From this org
    $0
    From related orgs
    $229,202
    Other
    $37,336
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,202 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,806 related
    Nontaxable benefits
    $0 + $21,530 related
    Filer's total
    $0 + $266,538 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202602259349300710

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