OPPORTUNITY TRANSFORMATION INVESTMENTS

CHICAGO, IL, 60606 (800) 793-9455 Est. 2000 EIN 36-4382506

S31 - Urban & Community Economic Development 990 - Public charity return 501(c)(3)

Mission

TO INVEST IN AND HOLD OWNERSHIP POSITIONS IN MICRO-FINANCE INSTITUTIONS SERVING THE POOR.

Total Revenue

$449,436

Total Expenses

$450,901

Net Assets

$25,195,079

6 volunteers

From latest filing (tax period ending 2025-09-30)

Operating Reserve

10+ years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 37.5%

Expenses ↓ 26.6%

Revenue Sources

Contributions 47.5% Investment 47.5% Other 5.0%

Expense Breakdown

Program 100.0%

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Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Oct 1, 2024 to Sep 30, 2025	$449,436 ↑	$450,901	$25,195,079
2023 990 - Public charity return Oct 1, 2023 to Sep 30, 2024	$326,850 ↓	$613,937	$28,289,865
2022 990 - Public charity return Oct 1, 2022 to Sep 30, 2023	$441,584 ↑	$528,477	$26,572,569
2021 990 - Public charity return Oct 1, 2021 to Sep 30, 2022	$-522,397 ↓	$946,413	$25,750,518
2020 990 - Public charity return Oct 1, 2020 to Sep 30, 2021	$5,059,386 ↑	$1,254,772	$27,219,328
2018 990 - Public charity return Jan 1, 2018 to Dec 31, 2018	$1,151,456	$2,359,574	$29,667,004