Opportunity Resource Services INC FY2023 filing

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Disrupt generational proverty in TX by empowering vulnerable teens & adults-especially 1st generation college students,low-income persons,& those involved with the crimminal justice system-to attain higher ed. degrees of value,secure gainful employment,& achieve social mobility.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-3827740) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$110K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $11K a year · 0.5% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
98% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 4% of spending
Pay to officers and key staff is 4% of spending.
Part VII, Section A
0.4 mo
of spending, in cash
0.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$146K
74% of total assets
Liabilities are 74% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$2.5M
+27% vs prior year
Spent
$2.5M
To programs
98%
Net assets
$52K
By yearFY2020–FY2025
Revenue
$2.5M
FY2023▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$2.0M
FY2023$2.5M
FY2024$2.7M
FY2025$2.6M
Expenses
$2.5M
FY2023▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$2.0M
FY2023$2.5M
FY2024$2.6M
FY2025$2.6M
Net assets
$52K
FY2023▲ +63%
Tap a bar for its year
Net assets by fiscal year
FY2020$6K
FY2021$22K
FY2022$32K
FY2023$52K
FY2024$99K
FY2025$81K

From the FY2023 Form 990 (year ending August 2023) · figures checked against the IRS filing · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $2.5M Management & general 2% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $110K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$109,713Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Dustin Phillips’s $121K as President is at the 45th percentile of top reported officer pay among 1552 $1–10M youth development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2020
Dustin Phillips$120,848$106,243$109,713$81,648$74,942
James Jesse————$74,710

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Opportunity Resource Services INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering vulnerable Texans to achieve higher education and secure good jobs, breaking cycles of poverty.

Questions for Opportunity Resource Services INC

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3 programs · $2.5M · in their own filed words · FY2022
01

Upward Bound is a federal grant program funded by the Department of Education that provides fundamental support to participants in their preparation for college entrance. The program provides opportunities for participants to succeed in their precollege performance and ultimately in their higher education pursuits.In 2022 and 2023, we…

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-3827740) · Dispute this line
$829Kprogram expense
02

Upward Bound Math & Science is a federal grant program funded by the Department of Education designed to strengthen the math and science skills of participating students. The goal of the program is to help students recognize and develop their potential to excel in math and science and to encourage them to pursue postsecondary degrees in…

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-3827740) · Dispute this line
$826Kprogram expense
03

The Educational Opportunity Center (EOC) is a program funded by the U.S. Department of Education, that provides counseling and application assistance to any qualified participants interested in pursuing higher education.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-3827740) · Dispute this line
$812Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$12K

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Aug 2025 · $2.5M federal money spent
Trio Upward BoundDepartment of Education · ALN 84.047 · Direct$1.8M
Trio Educational Opportunity CentersDepartment of Education · ALN 84.066 · Direct$743K

The auditor reported no findings.

Year ending Aug 2024 · $2.6M federal money spent
Trio Upward BoundDepartment of Education · ALN 84.047 · Direct$1.8M
Trio Educational Opportunity CentersDepartment of Education · ALN 84.066 · Direct$769K

The auditor reported no findings.

Year ending Aug 2023 · $2.5M federal money spent
Trio_upward BoundDepartment of Education · ALN 84.047 · Direct$1.7M
Trio_educational Opportunity CentersDepartment of Education · ALN 84.066 · Direct$805K

The auditor reported no findings.

Year ending Aug 2022 · $2.0M federal money spent
Trio_upward BoundDepartment of Education · ALN 84.047 · Direct$1.3M
Trio_educational Opportunity CentersDepartment of Education · ALN 84.066 · Direct$660K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.5M
Investment incomeLn 3$94
Money outPt IX
$2.5M
Ln 25
Programscol B$2.5M
Managementcol C$52K
Owns and owesPt X
$52K
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$198K
LiabilitiesLn 26$146K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Government grantsLn 1e$2.5M
Investment incomeLn 3$94
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$79K
Cash and savings togetherLn 1–2$79K
Pledges and grants receivableLn 3$71K
Prepaid expenses and deferred chargesLn 9$2K
Other assetsLn 15$47K
Total assetsLn 16$198K
LiabilitiesLn 26$146K
Net assetsLn 32$52K
OperationsPt I, VI
EmployeesI 585
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$25K$79K
Total assetsLn 16$78K$198K
LiabilitiesLn 26$46K$146K
Net assetsLn 32$32K$52K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$110K$88K$22K
Other salaries and wagesLn 7$1.3M$1.3M
Other employee benefitsLn 9$72K$72K
Payroll taxesLn 10$104K$104K$611
Office expensesLn 13$2K$2K$532
Information technologyLn 14$99K$97K$2K
OccupancyLn 16$55K$55K$278
TravelLn 17$224K$223K$477
InsuranceLn 23$25K$25K
Other expenses (24a–d)Ln 24$429K$427K$1K
All other expensesLn 24e$82K$58K$24K
Total functional expensesLn 25$2.5M$2.5M$52K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 13, 2026 $2.6M$2.6M−$18K$81K 990 PDF
FY2024Filed with the IRS May 1, 2025 $2.7M$2.6M$47K$99K 990 PDF
FY2023 ViewingFiled with the IRS Apr 22, 2024 $2.5M$2.5M$20K$52K 990 PDF
FY2022Filed with the IRS May 11, 2023 $2.0M$2.0M$9K$32K 990 PDF
FY2021Filed with the IRS Feb 14, 2022 $1.6M$1.6M$16K$22K 990 PDF
FY2020Filed with the IRS Jan 7, 2021 $1.3M$1.3M−$8K$6K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $2,538,829 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,997,405$2,538,735
I-9 Program service revenue$0
I-10 Investment income$94
I-11 Other revenue$0
I-12 Total revenuePrior year $1,997,405$2,538,829
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,130,728$1,603,623
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $858,055$915,131
I-18 Total expensesPrior year $1,988,783$2,518,754
I-19 Revenue less expensesPrior year $8,622$20,075
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,538,829 across 5 lines filed
VIII-1e Government grants$2,462,152
VIII-1f All other contributions, gifts and grants$76,583
VIII-1h Total contributions, gifts and grants$2,538,735
VIII-3 Investment incomeRelated to mission $94$94
VIII-12 Total revenueRelated to mission $94 · Unrelated business $0 · Excluded from tax $0$2,538,829
Part IX · Statement of functional expenses $2,518,754 across 11 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $87,675 · Management $22,038$109,713
IX-7 Other salaries and wagesPrograms $1,317,157$1,317,157
IX-9 Other employee benefitsPrograms $72,283$72,283
IX-10 Payroll taxesPrograms $103,859 · Management $611$104,470
IX-13 Office expensesPrograms $1,608 · Management $532$2,140
IX-14 Information technologyPrograms $97,024 · Management $2,206$99,230
IX-16 OccupancyPrograms $54,549 · Management $278$54,827
IX-17 TravelPrograms $223,126 · Management $477$223,603
IX-23 InsurancePrograms $24,511$24,511
IX-24 Other expenses (24a–d)Programs $427,342 · Management $1,472$428,814
IX-24e All other expensesPrograms $57,826 · Management $24,180$82,006
IX-25 Total functional expensesPrograms $2,466,960 · Management $51,794 · Fundraising $0$2,518,754
Part X · Balance sheet $197,983 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $24,520$78,941
X-3 Pledges and grants receivableStart of year $51,227$70,583
X-9 Prepaid expenses and deferred chargesStart of year $2,303$1,914
X-15 Other assets$46,545
X-16 Total assetsStart of year $78,050$197,983
X-17 Accounts payable and accrued expensesStart of year $37,389$34,651
X-25 Other liabilitiesStart of year $8,909$111,505
X-26 Total liabilitiesStart of year $46,298$146,156
X-31 Retained earnings or endowmentStart of year $31,752$51,827
X-32 Total net assets or fund balancesStart of year $31,752$51,827
X-33 Total liabilities and net assetsStart of year $78,050$197,983
Part XI · Reconciliation of net assets $51,827 net assets at year end
XI-1 Total revenue$2,538,829
XI-2 Total expenses$2,518,754
XI-3 Revenue less expenses$20,075
XI-4 Net assets at start of year$31,752
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$51,827

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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