Mission
TO INVEST IN AND HOLD OWNERSHIP POSITIONS IN MICRO-FINANCE INSTITUTIONS SERVING THE POOR.
Public Charity
OPPORTUNITY TRANSFORMATION INVESTMENTS INC
OPPORTUNITY TRANSFORMATION INVESTMENTS INC, of CHICAGO, IL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $327K in revenue, $614K in expenses, $29.0M in total assets. 5 publicly reported grants to this organization, totaling roughly $2.0M, appear in IRS filings.
EIN: 364382506
CHICAGO, IL
Latest filing: 2024
Total Revenue$327K
Total Expenses$614K
Total Assets$29.0M
Grant Records5
Funding Total$2.0M
Filing Years2019–2024
Sample Grants Received
FUNDS TO AFFILIATE FOR MFI INVESTMENT AND DEBT REPAYMENT
$177,062
FUNDS TO AFFILIATE FOR OPERATING EXPENSES
$300,000
FUNDS TO RELATED ORGANIZATION FOR OPERATING EXPENSES AND INVESTMENT IN SUBSIDIARY
$97,494
FUNDS TO RELATED ORGANIZATION FOR OPERATING EXPENSES AND INVESTMENT IN SUBSIDIARY
$625,402
FUNDS TO RELATED ORGANIZATION FOR OPERATING EXPENSES AND INVESTMENT IN SUBSIDIARY
$815,732
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
PRESIDENT
Atul Tandon
DIRECTOR
Dale Patterson
DIRECTOR
Dave Tolmie
SECRETARY & ASSISTANT TREA
David Wiegman
DIRECTOR
James Bergman
TREASURER
Margaret Tomasik
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $327K | $614K | $29.0M |
| 2023 | $442K | $528K | $27.0M |
| 2022 | $-522K | $946K | $26.1M |
| 2021 | $5.1M | $1.3M | $31.6M |
| 2019 | $-2.7M | $1.9M | $41.2M |
Between 2019 and 2024, reported annual revenue moved from $-2.7M to $327K, with total assets most recently reported at $29.0M.
Interactive year-over-year charts and full filing details available with membership.