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Opportunity Transformation Investments Inc

Chicago, IL · United States EIN 364382506 (IRS) Reg 540907624 (IRS) Community Development
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73 / 100
Integrity score
Strong transparency

About

Microfinance loans, training, and support empower 16.7 million people working their way out of global poverty. Learn what we do – and how you can help.

Mission

To invest in and hold ownership positions in micro-finance institutions serving the poor.

Focus & reach

Category
NTEE code S31
SDG alignment The 17 UN Sustainable Development Goals (SDGs) are the global agenda for ending poverty, protecting the planet, and ensuring prosperity by 2030. We tag each charity to the goals its work advances.

Verification & registration

Every mark links to the official registry entry and opens in a new tab.

Look up EIN 364382506 on the IRS Tax Exempt Organization Search.
IRS
Exempt Organizations · EIN 364382506
Registered
501(c)(03)
Federal tax-exempt subsection
Since 2000
IRS Publication 78: organizations eligible to receive tax-deductible charitable contributions. Re-checked weekly. Tax-deductible
IRS Publication 78 listing
Listed (Pub 78)

Integrity assessment

A score from 0 to 100 for how openly a charity shares public information across five areas: registration, financial disclosure, governance, contact details, and data recency. It does not measure programme impact. See exactly what we do and do not have →

Registration 16/20
Government registration ID on record +8
Sourced from official registry +4
Cross-referenced (2+ sources) +4
Profile not yet claimed by organization 0
Financial Transparency 24/30
No financial documents found on website 0
Financial filing on record +8
Revenue figure disclosed +6
Spending figure disclosed +6
Detailed financial breakdown disclosed +4
Governance 20/20
At least 1 officer disclosed +5
3+ officers disclosed +3
Officer titles disclosed +2
Executive compensation disclosed +4
Mission / description on file +3
Founding date on file +3
Contact Availability 7/10
Website +3
No email on file 0
Phone +2
Physical address +2
Data Recency 10/20
Updated within 2 years +10
Newer data needed for full score 0
Red flags 0
No red flags detected, so nothing is deducted 0

Financials

IRS Form 990
Annual revenue
$326,850
Reporting year
2024
To programmes
100%
See 5 years of financials
Revenue history, expense breakdowns, and balance sheet, free with an account.
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Leadership at a glance

Official filings
AT
Atul T••••••••
PRESIDENT
DA
Dale P••••••••
Director
DA
Dave T••••••••
Director
DA
David W••••••••
SECRETARY & ASSISTANT TREASURER
GiveRadarGiveRadar Intelligence

GiveRadar Analysis

GiveRadar's verified records show Opportunity Transformation Investments Inc with a complete profile, cross-referenced across 3 independent sources including the IRS.

  • GiveRadar has verified more about this organization than about 77% of the 56,086 community development charities in the United States it tracks, because GiveRadar has verified its financial disclosures and its governance. Most of those have little verified data on record yet. View this cohort
  • It has more complete governance disclosure than nearly all similar organizations, because GiveRadar has verified leadership, executive compensation, a mission statement and a founding date. See national comparisons
  • It has more complete contact information than 73% of similar organizations, with a verified website, phone and address on record. See national comparisons
GiveRadar has verified
  • government registration
  • financial records (3 filed years)
  • disclosed leadership
  • a website
  • a donation page
  • third-party accreditation

Analysis based on GiveRadar's benchmark dataset of 2026-09-07. It describes what GiveRadar has verified, not a judgment of the organization itself.

Annual revenue
$326,850
100% to programs. Figures from IRS Form 990.
See 5 years of financials

Filing history

3 years on file from IRS Form 990: revenue, expenses, program spending, assets, and liabilities by fiscal year.

Years on record: 2024, 2023, 2021.
Financial details are free with a GiveRadar account

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Tax deductibility

Whether a gift to Opportunity Transformation Investments Inc lowers your own taxes depends on where you pay them. Choose your country to see the rule that applies.

Sometimes deductible

Donations may be tax-deductible for residents of United States under local rules. Confirm with the charity directly.

This is general guidance, not tax advice. Confirm treatment with the charity or your tax advisor before donating.

Leadership & board

Official filings

Board members and senior officers on record, with disclosed pay where available.

MA
Margaret T••••••••
CFO
See full names, roles, and stories

11 officers and trustees on file, free with a GiveRadar account.

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Officer names and roles come straight from official filings. We mirror the official record exactly and never edit it.

No red flags detected

Screened for the risks donors care about.
IRS revocation history None found
Open investigations None found
Governance scandals None found
Related-party deals None found
Excessive exec comp None found

Timeline

From official filings

Key dates from this charity's official filings, newest first.

FY2024
Form filed
$0.3M revenue, IRS Form 990
FY2023
Form filed
$0.4M revenue, IRS Form 990
FY2021
Form filed
$5.1M revenue, IRS Form 990

In the news

From public news

No recent news coverage found

News coverage will appear here when articles mention this organization.

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Where it ranks

#10,801 of 56,086 community development charities in the United States on integrity score

73/100 puts it in the top 20% of the cohort, tied with 1,847 others. Positions are competition ranks: ties share a position. Cohorts are the tightest local peer set with at least 30 comparable organizations; a metric is left out where the cohort is too small or nearly uniform.

Integrity score73/100
#10,801 of 56,086 tie
Governance disclosure5/5
#1 of 56,086 tie
Contact completeness7/10
#8,825 of 56,086 tie
Data freshness10/20
#37,254 of 56,086 tie
Profile completeness87%
#3,301 of 56,086 tie
Independent sources5 sources
#16,355 of 56,086 tie
Filing history depth3 years
#17,802 of 24,268 tie
Agefounded 2000
#8,517 of 15,080 tie
Revenue size$100K to $1M
#5,438 of 23,818 tie

Bars show the share of the cohort this charity outranks. Ranks describe how much is publicly disclosed, not how good the charity is.

How it stacks up against peers

Compared with 6 similar community development charities in United States.

Program spending Ahead of peers
This charity
100% Peer average
91%
Integrity Assessment Behind peer average
This charity
73 Peer average
90

Cause areas in United States

Charities working in each area, this charity's highlighted.

Human Services
322,681
Education
195,585
Arts & Culture
133,131
Advocacy & Civil Rights
128,026
Religion
114,638
Health
98,864
Community Development
56,086
Youth Development
53,450
See all cause areas

Sources and verification

Registration and legal identity
Internal Revenue Service (IRS) - Tax Exempt Organization Search
Financial filings
IRS Form 990 filings · Fiscal year 2024 most recent on file.
Officers and trustees
Internal Revenue Service (IRS) - Tax Exempt Organization Search · 41 disclosed in the public registry.
News and media coverage
GDELT Project + Google News

What we know and don't know

Every data point we track for this charity, and whether we have found it. Disclosure only, never a judgment of the charity's work.

Financial data
Named leadership
Government registration
Mission statement
Official website
Headquarters address
Direct contact
Tax-deductibility
Founding date
Executive pay
Programs & activities

Data freshness

How current this profile is, and when we last checked it against the official source.

Last updated
August 30, 2026
Profile edits and newly added data
Registry checked
August 30, 2026
Reconciled with the official source
Latest financials
Financial year 2024
Most recent filing on record
Profile completeness
85%
Data points we track that are filled in

Methodology

GiveRadar builds each profile primarily from official government charity registries, supplemented where available by third-party nonprofit databases and news archives, and combines it into a single 0-100 integrity assessment. The exact sources for this charity are listed above. We don't take a cut of any donation, ever.

Read full methodology
Are you the owner or a board member?

If you represent this organization and want to correct or update its data, you can claim this listing to edit details yourself, or email info@giveradar.com with the correct information. We review every request and respond within 30 days.

FAQ

Frequently asked questions about Opportunity Transformation Investments Inc

Opportunity Transformation Investments Inc is a registered community development nonprofit based in Chicago, IL, United States. It is registered with the Internal Revenue Service (IRS). It was founded in 2000 and has been operating for 26 years. Its EIN is 364382506. According to GiveRadar's records, it holds active tax-deductible status on the IRS Publication 78 list, which means donations are tax-deductible and the organization is in good standing with the IRS. GiveRadar's Integrity Assessment for the organization is 73/100, which reflects how much public information is available, not whether the charity is legitimate. The organization reports $327K in annual revenue. 41 officers and directors are publicly disclosed. No red flags have been detected.

Based on official filings, Opportunity Transformation Investments Inc has $327K in annual revenue. It allocates 100% of expenses to programs and services. This is above the average of 91% for community development charities in United States. Its revenue is below the peer average of $3M. Create a free GiveRadar account to view the complete financial breakdown with year-over-year trends.

Microfinance loans, training, and support empower 16.7 million people working their way out of global poverty. Learn what we do – and how you can help. Opportunity Transformation Investments Inc is classified as a community development organization registered in United States. The organization was founded in 2000.

Opportunity Transformation Investments Inc is classified as a Community Development organization, registered in United States. It operates as an Organization for public safety testing (509(a)(4)). By size, it is categorized as a small organization. It has $327K in annual revenue. The organization has 41 disclosed officers and directors.

Opportunity Transformation Investments Inc's EIN (Employer Identification Number) is 364382506. This is the organization's IRS tax identification number; you can use it to verify tax-exempt status and to look up its Form 990 filings with the IRS.

Opportunity Transformation Investments Inc is located in Chicago, IL, United States. The organization was established in 2000 and has been active for 26 years.

Among community development charities registered in United States: It allocates 100% of expenses to programs, above the peer average of 91%. Its annual revenue of $327K is below the peer average of $3M.

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Quick facts about Opportunity Transformation Investments Inc

What is Opportunity Transformation Investments Inc?
Opportunity Transformation Investments Inc is a community development organization for public safety testing (509(a)(4)) based in Chicago, United States. Microfinance loans, training, and support empower 16.7 million people working their way out of global poverty. Learn what we do – and how you can help.
When was Opportunity Transformation Investments Inc founded?
Opportunity Transformation Investments Inc was founded in 2000.
Who leads Opportunity Transformation Investments Inc?
Margaret Tomasik serves as CFO.
Where is Opportunity Transformation Investments Inc located?
Headquartered in Chicago, IL, United States.
What is Opportunity Transformation Investments Inc's annual budget?
Annual revenue for fiscal year 2024 is $326,850. 100% of expenses go to program services.
Is Opportunity Transformation Investments Inc trustworthy?
Opportunity Transformation Investments Inc has a GiveRadar Integrity Assessment of 73 out of 100 (Strong transparency). The score reflects public-data transparency: registration, financial disclosure, governance, contact details, and how recently data was refreshed. It does not measure program impact.
What is Opportunity Transformation Investments Inc's registration number?
IRS EIN: 364382506. Registration: 540907624 (United States).
What is Opportunity Transformation Investments Inc's website?
http://www.opportunity.org