Opportunity America Educational Fund
Nonprofit profile at a glance
- EIN
- 471858873
- IRS 990-EZ coverage
- 2016–2023
- Forms available
- Form 990 2022, Form 990-EZ 2023, Form 990-N 2015
- Location
- Washington, DC, USA
- Rating
- 95
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $184,000
- Expenses
- $221,162
- Assets
- $18,163
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- TAMAR JACOBY (PRESIDENT)
People named in this filing
- TAMAR JACOBY (PRESIDENT)
- ROBERT LERMAN (DIRECTOR)
- MICHAEL TURANSICK (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Educate abount economic opportunity
What it reported doing in 2023
Aef conducts and dissemiates research designed to educate the public about issues relating to economic opportunity and mobility.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 18
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -20.2%; rating input score 9; 9th percentile among comparable filings
- Total-asset coverage ratio: 0.08; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 10.6%; rating input score 21; 21st percentile among comparable filings
Growth
- Program expense growth: 5.4% per year; rating input score 100; 49th percentile among comparable filings
- Revenue growth: 11.9% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: -4.4% per year; rating input score 0; 17th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $221K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2016 to 2023
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 9/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 21/100.