Opportunity Scholars
Donations deductibleRevenue
$854k
year to 31 December 2025
Expenses
$671k
year to 31 December 2025
Total assets
$1.5m
$311k liabilities
Net assets
$1.2m
assets less liabilities
Directors and trustees
15
3.0 years on average
Staff
17
employees, year to 31 December 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
7
named in Part VII
Opportunity Scholars' network
15 people9 organisationsi15 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alan Wurtzel | Director | 2023 | 3 yrs |
| Andy Vipperman | Former Director | 2025 | 1 yr |
| Carl Biggs | Director | 2024 | 2 yrs |
| Charles Meyer | Director | 2025 | 1 yr |
| Conner Marsden | Director | 2022 | 4 yrs |
| Delbert Parks | Director | 2024 | 2 yrs |
| James W Dyke JR | Director | 2023 | 3 yrs |
| Jill Holtzman Vogel | Vice Chair | 2024 | 2 yrs |
| Nick Clemente | Director | 2022 | 4 yrs |
| Rachel Schaefer | Former Director | 2024 | 2 yrs |
| Rebecca Fallen | Director | 2025 | 1 yr |
| Rob Banse | Director | 2024 | 2 yrs |
| Sonny Swann | Director | 2022 | 4 yrs |
| Stephen Cumbie | Treasurer | 2023 | 3 yrs |
| Tracy Fitzsimmons | Director | 2022 | 4 yrs |
Officers and senior leadership
7 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andy Vipperman | Director | 2024 |
| Bernard Mustafa | Treasurer | 2022 |
| Fred Thompson | Vice Chair | since 2023 |
| J Knox Singleton | Vice Chair/Founder | since 2020 |
| Jonathan Avendano | Treasurer | 2023 |
| Lorna Martinez Magill | Company secretary | since 2022 |
| Scott Miller | President | since 2022 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rachel Schaefer | Former Director | 1 | $54k | ||
| Conner Marsden | Director | 1 | $0 | ||
| Tracy Fitzsimmons | Director | 1 | $0 | ||
| Sonny Swann | Director | 1 | $0 | ||
| Nick Clemente | Director | 1 | $0 | ||
| Andy Vipperman | Former Director | 1 | $0 | ||
| Stephen Cumbie | Treasurer | 1 | $0 | ||
| James W Dyke Jr | Director | 1 | $0 | ||
| Delbert Parks | Director | 1 | $0 | ||
| Alan Wurtzel | Director | 1 | $0 | ||
| Carl Biggs | Director | 1 | $0 | ||
| Jill Holtzman Vogel | Vice Chair | 1 | $0 | ||
| Rob Banse | Director | 1 | $0 | ||
| Charles Meyer | Director | 1 | $0 | ||
| Rebecca Fallen | Director | 1 | $0 | ||
| Fred Thompson | Chair | 2 | $0 | ||
| Lorna Martinez Magill | Secretary | 1 | $0 | ||
| J Knox Singleton | Vice Chair/Founder | 1 | $0 | ||
| Scott Miller | Former Chair | 1 | $0 |
About
- Legal name
- Opportunity Scholars
- EIN
- 843571746
- Address
- Po Box 1823, Winchester, VA, 22604-8323
- State
- Virginia
- Mission
- Opportunity scholar's mission is to support education and training pathways for students from low income and ethnically underrepresented communities. Opportunity scholars serves as the connection between students and their families, k-12 schools, higher education providers and local businesses. Through culturally appropriate coaching, academic support and risk-free financing, opportunity... (as filed on the Form 990)
- Activity (NTEE)
- O50 Youth development
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Youth Development
- Size band
- 6 (IRS master file code)
- Formed
- 2019
- Principal officer
- Lewis Carney (as named on the Form 990)
- IRS ruling date
- 1 May 2020
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsConner Marsden
≥4years on the filingsNick Clemente
≥4years on the filingsSonny Swann
≥4years on the filingsTracy Fitzsimmons
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $1.5m
- Total liabilities
- $311k
- Net assets or fund balances
- $1.2m
- Contributions and grants received
- $801k
- Program service revenue
- $25k
- Employees
- 17