The Opportunity Tree
- Assets
- $8.6m
- Revenue
- $15.5m
- Investments
- $2.8m
- Employees
- 525
- Location
- Phoenix, AZ
- Founding
- 03/1963
- Data as of
- 06/2022
- EIN
- 86-0180419
Organization Overview
The Opportunity Tree is located in Phoenix, AZ. The organization was established in 1963. As of 06/2022, Opportunity Tree employed 525 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Opportunity Tree is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Opportunity Tree generated $15.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $14.6m during the year ending 06/2022. While expenses have increased by 4.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE OPPORTUNITY TREE IS A HUMAN SERVICES ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE QUALITY INDIVIDUALIZED SERVICES TO PEOPLE WITH PHYSICAL OR INTELLECTUAL CHALLENGES IN THE LEAST RESTRICTIVE ENVIRONMENT. THE OPPORTUNITY TREE FOSTERS COMMUNITY PARTNERSHIPS TO PROMOTE OPTIONS, OPPORTUNITIES AND OUTCOMES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE OPPORTUNITY TREE PROVIDES RESIDENTIAL/HABILITATION THROUGH THE OPERATION OF GROUP HOMES/APARTMENTS FOR ADULTS WITH DISABILITIES, SUPPORT TO INDIVIDUALS IN A VARIETY OF LIVING SITUATIONS AND SUPPORT TO INDIVIDUALS LIVING INDEPENDENTLY. APPROXIMATELY 104 INDIVIDUALS WERE PROVIDED A VARIETY OF RESIDENTIAL, HOME, AND COMMUNITY BASED SERVICES IN FY 2022.
THE OPPORTUNITY TREE PROVIDES DAY TREATMENT FOR ADULTS THROUGH SOCIALIZATION, TRAINING, ACTIVITIES, VOLUNTEER OPPORTUNITIES, WORK ORIENTATION TRAINING, AND, AS APPROPRIATE, COUNSELING. THIS SERVICE PROMOTES SKILLS DEVELOPMENT IN INDEPENDENT LIVING, SELF-CARE, SAFETY, COMMUNICATIONS, WORK SKILLS, SOCIAL RELATIONSHIPS, HOBBIES, AND RETIREMENT PROGRAMS. APPROXIMATELY 100 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2022.
THE OPPORTUNITY TREE PROVIDES THREE DIFFERENT LEVELS OF SERVICE ALONG THE CONTINUUM FROM WORK ADJUSTMENT TO COMPETITIVE EMPLOYMENT. UNDER THE CENTER BASED EMPLOYMENT SERVICE COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK SKILLS BY FOSTERING AN ENVIRONMENT THAT PROVIDES EXPOSURE TO WORK SITUATIONS AND WORK ASSIGNMENTS THAT IS TRANSFERABLE TO WORK SETTINGS. UNDER THE GROUP SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK ATTITUDES AND HABITS, AND AUGMENTS THE DEVELOPMENT OF WORK RELATED SKILLS IN INTEGRATED WORK SETTINGS. WAGES ARE EARNED BASED ON AN INDIVIDUAL'S PRODUCTIVITY. UNDER THE INDIVIDUALS SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE PROVIDES JOB DEVELOPMENT, JOB PLACEMENT, AND JOB SUPERVISION WITH ONGOING FOLLOW-UP FOR EACH INDIVIDUAL IN ORDER TO FACILITATE SUCCESS IN COMPETITIVE EMPLOYMENT. APPROXIMATELY 79 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2022.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelli O'toole President & CEO | Officer | 40 | $187,286 |
Rachel Johnson CFO | Officer | 40 | $97,475 |
Erika Mcbride Director | Trustee | 0.25 | $0 |
Natalie Marsh Chairman | Trustee | 0.25 | $0 |
Jerry Stabley Vice Chair | Trustee | 0.25 | $0 |
Bernadette Smith Treasurer | Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,343,833 |
| All other contributions, gifts, grants, and similar amounts not included above | $532,722 |
| Noncash contributions included in lines 1a–1f | $510,239 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,876,555 |
| Total Program Service Revenue | $12,385,191 |
| Investment income | $78,224 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $114,632 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $15,459,109 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $275,203 |
| Compensation of current officers, directors, key employees. | $18,901 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $9,298,420 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $1,377,433 |
| Payroll taxes | $629,604 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $975 |
| Fees for services: Accounting | $24,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,942 |
| Fees for services: Other | $93,530 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $563,237 |
| Travel | $566,301 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $313,775 |
| Insurance | $132,947 |
| All other expenses | $246,746 |
| Total functional expenses | $14,561,105 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,550,075 |
| Savings and temporary cash investments | $376,741 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,439,826 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $21,207 |
| Net Land, buildings, and equipment | $1,435,642 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $2,801,223 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $953,853 |
| Total assets | $8,578,567 |
| Accounts payable and accrued expenses | $395,533 |
| Grants payable | $0 |
| Deferred revenue | $809,362 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $864,281 |
| Total liabilities | $2,069,176 |
| Net assets without donor restrictions | $6,509,391 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,578,567 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Canine Companions For Independence Santa Rosa, CA | $188,712,156 | $50,314,259 |
The Opportunity Tree Phoenix, AZ | $8,578,567 | $15,459,109 |
Alta Mira Specialized Family Services Inc Albuquerque, NM | $6,705,866 | $10,207,007 |
Deaf Counseling Advocacy & Referral Agency San Leandro, CA | $3,612,359 | $3,990,304 |
Upward For Children And Families Phoenix, AZ | $4,350,740 | $1,568,504 |
Able-Disabled Advocacy Inc San Diego, CA | $1,264,084 | $2,005,298 |
Service Center For Independent Life Claremont, CA | $900,050 | $1,090,614 |
Disabled Resource Services Loveland, CO | $1,630,263 | $914,526 |