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← OPPORTUNITY TRANSFORMATION INVESTMENTS INC

Form 990 for tax year 2023

Filed by OPPORTUNITY TRANSFORMATION INVESTMENTS INC.

Totals

Total revenue
$326,850
Total expenses
$613,937
Contributions and grants received
$177,062
Grants paid
$0
Program services expenses (Part IX)
$613,937
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$613,937

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
    $645,054
    From this org
    $0
    From related orgs
    $614,814
    Other
    $30,240
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,814 related
    Bonus
    $0 + $140,000 related
    Other
    $0
    Deferred
    $0 + $23,046 related
    Nontaxable benefits
    $0 + $7,194 related
    Filer's total
    $0 + $645,054 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
    $285,849
    From this org
    $0
    From related orgs
    $261,228
    Other
    $24,621
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,228 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,896 related
    Nontaxable benefits
    $0 + $6,725 related
    Filer's total
    $0 + $285,849 related

  • DAVID WIEGMAN

    SECRETARY & ASSISTANT TREA

    Total calculated
    $242,430
    From this org
    $0
    From related orgs
    $209,449
    Other
    $32,981
    Hours/week
    8 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,449 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,530 related
    Nontaxable benefits
    $0 + $18,451 related
    Filer's total
    $0 + $242,430 related

  • RANDY KURTZ

    EXECUTIVE VP, INT'L PROGRA

    Total calculated
    $423,498
    From this org
    $0
    From related orgs
    $384,091
    Other
    $39,407
    Hours/week
    7 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,091 related
    Bonus
    $0 + $110,000 related
    Other
    $0
    Deferred
    $0 + $20,241 related
    Nontaxable benefits
    $0 + $19,166 related
    Filer's total
    $0 + $423,498 related

  • MAURICIO AGUDELO RINCON

    VP, CORPORATE DEVELOPMENT

    Total calculated
    $270,806
    From this org
    $0
    From related orgs
    $237,847
    Other
    $32,959
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,847 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $13,793 related
    Nontaxable benefits
    $0 + $19,166 related
    Filer's total
    $0 + $270,806 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
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202542269349302694

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