Civic Intelligence

Opportunity Through Entrepreneurship Foundation

EIN 20-3779020 • 501(c)3 • Phoenix, AZ

Profile

The opportunity through entrepreneurship foundation (otef) educates and invests in people and organizations that create hope. Our programs include education for small businesses and aspiring entrepreneurs, programs to support students in exploring future careers, and our azadvances initiative which supports the creation and commercialization of arizona-based health innovations.

Refreshing map…

14401 S 24th WayPhoenix, AZ 85048

www.otef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$250,060

Up $25,714 (+11%) from 2023

Liabilities

Up

$101

Up $101 from 2023

Net Assets

Up

$249,959

Up $25,613 (+11%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin85th percentile

Revenue

Up

$68,211

Up $3,281 (+5.1%) from 2023

Expenses

Up

$42,598

Up $11,135 (+35%) from 2023

Net Income

Down

$25,613

Down $7,854 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $26,484Liabilities 2010: $0Net Assets 2010: $26,4842010Assets 2022: $190,879Liabilities 2022: $0Net Assets 2022: $190,8792022Assets 2023: $224,346Liabilities 2023: $0Net Assets 2023: $224,3462023Assets 2024: $250,060Liabilities 2024: $101Net Assets 2024: $249,9592024

Highlighted filing

2024

Assets$250,060
Liabilities$101
Net Assets$249,959
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $25,920Expenses 2010: $28,124Net Income 2010: -$2,2042010Revenue 2022: $200,494Expenses 2022: $92,161Net Income 2022: $108,3332022Revenue 2023: $64,930Expenses 2023: $31,463Net Income 2023: $33,4672023Revenue 2024: $68,211Expenses 2024: $42,598Net Income 2024: $25,6132024

Highlighted filing

2024

Revenue$68,211
Expenses$42,598
Net Income$25,613
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$250,060
Liabilities
$101
Net assets
$249,959
Revenue
$68,211
Expenses
$42,598
Net income
$25,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.68$0.43$0.26
2023Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.65$0.31$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$2.00$0.92$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.26$0.28$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$68,211
Mission and Program Overview

Mission

The opportunity through entrepreneurship foundation (otef) educates and invests in people and organizations that create hope. Our programs include education for small businesses and aspiring entrepreneurs, programs to support students in exploring future careers, and our azadvances initiative which supports the creation and commercialization of arizona-based health innovations.

The opportunity through entrepreneurship foundation (otef) educates and invests in people and organizations that create hope.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$224,346$249,959▲ $25,613
Savings and Temporary Cash Investments$143,062$143,704▲ $642
Other Notes and Loans Receivable, Net$50,000$50,000→ $0
Cash and Non-Interest-Bearing Accounts$6,284$26,356▲ $20,072
Investments Program Related$25,000$25,000→ $0
Accounts Receivable-$5,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$224,346$250,060▲ $25,714
Liabilities
Accounts Payable and Accrued Expenses-$101-
Total Liabilities$0$101▲ $101
Net Assets / Fund Balance
Total Net Assets Fund Balance$224,346$249,959▲ $25,613
Total Liabilities and Net Assets / Fund Balance$224,346$250,060▲ $25,714

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$25,000--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Joan Koerber-walker MbaChairman of the Board
Ed NusbaumDirector
Robert Dunaway JdSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$64,252
Program Service Revenue
$3,945
Investment Income
$14
Other Revenue
$0
All Other Contributions
$64,252
Change in Net Assets
$25,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,853
Salaries, Compensation, and Employee Benefits$12,745
Total Fundraising Expense$4,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,980--$10,980
Conferences and Meetings$9,643--$9,643
Information Technology-$4,140-$4,140
Fees for Services Accounting-$3,091-$3,091
Advertising-$2,609-$2,609
Payroll Taxes$1,765--$1,765
Insurance-$1,650-$1,650
Other Expenses$3,500$365$4,248$365
All Other Expenses-$145-$145
Office Expenses-$11-$11
Total Functional Expenses$25,888$12,462$4,248$42,598
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committees exist to act on the governing body”

Form 990, Part VI, Section B, Line 11B

“A copy of the return was reviewed by the board of directors before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization has a formal policy to monitor and enforce the conflict of interest using annual disclosure and self identification with review by chairman of any possible conflicting business transactions throughout the year. Resolution of possible or disclosed conflict is referred to the board.”

Form 990, Part VI, Section B, Line 15

“Otef is currently a 100% volunteer orgnization at the leadership level. Our only paid employees are part time interns.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Opportunity Through Entrepreneurship
EIN
20-3779020
Phone
4803329636
Address
14401 S 24TH WAY, PHOENIX, AZ 85048

Signing Officer

Name
Joan Koerber-walker
Title
Chairman of the Board
Phone
4804034614
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Koerber-walker
Formed
2005
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
2
Volunteers
32

Preparer

Firm
Lohman Company Pllc
Address
1630 S STAPLEY DR SUITE 108, MESA, AZ 85204
Preparer
Dennis M Hare
Phone
4803551100
Raw XML Appendix331 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0VOLUNTEERS FROM THE ARIZONA BIOINDUSTRY ASSOCIATION PROVIDED 1:1 MENTORING SESSIONS TO SMALL BUSINESS OWNERS AND ASPIRING ENTREPRENEURS. OUR STUDENT DISCOVERY ZONE PROGRAM (PART OF OUR AZADVANCES TALENT PROGRAM) PROVIDED HIGH SCHOOL AND UNIVERSITY STUDENTS THE OPPORTUNITY TO CONNECT WITH INDUSTRY LEADERS AND SHOWCASE THEIR RESEARCH PROJECTS. AS PART OF THIS PROGRAM, MERIT-BASED SCHOLARSHIP PRIZES WERE COMPETITIVELY AWARDED. TWO UNIVERSITY STUDENTS WERE EMPLOYED AS PART TIME STUDENT INTERNS IN 2024 FOR 3 MONTHS EACH. THE AZADVANCES CAPITAL PROGRAM MADE NO INVESTMENTS INTO EARLY STAGE LIFE SCIENCE COMPANIES IN 2024. OUR CURRENT MISSION RELATED INVESTMENT PORTFOLIO INCLUDES THREE INVESTMENT COMPANIES IN 2024. THESE EQUITIES WILL BE HELD BY OTEF AND THE FUTURE INVESTMENT PROCEEDS REMAIN WITH OTEF. ON DEC 29, 2022, THE ARIZONA STATE BOARD OF INVESTMENT APPROVED A CONTRACT WITH THE ARIZONA STATE TREASURER'S OFFICE (ASTO) FOR OTEF TO RECEIVE ONGOING DISTRIBUTIONS FROM THE ARIZONA HEALTH INNOVATION TRUST FUND TO SUPPORT ITS CHARITABLE PURPOSE AND TO PERFORM SPECIFIED SERVICES AS SET FORTH IN A.R.S. 41-177. THE FIRST DISTRIBUTIONS FROM ASTO WILL BEGIN IN 2027. NO MONETARY SUPPORT WAS PROVIDED FROM STATE OR FEDERAL SOURCES IN 2024.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES EXIST TO ACT ON THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WAS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A FORMAL POLICY TO MONITOR AND ENFORCE THE CONFLICT OF INTEREST USING ANNUAL DISCLOSURE AND SELF IDENTIFICATION WITH REVIEW BY CHAIRMAN OF ANY POSSIBLE CONFLICTING BUSINESS TRANSACTIONS THROUGHOUT THE YEAR. RESOLUTION OF POSSIBLE OR DISCLOSED CONFLICT IS REFERRED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTEF IS CURRENTLY A 100% VOLUNTEER ORGNIZATION AT THE LEADERSHIP LEVEL. OUR ONLY PAID EMPLOYEES ARE PART TIME INTERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
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IRS990/TotalAssetsBOYAmt0224346
IRS990/TotalAssetsEOYAmt0250060
IRS990/TotalAssetsGrp/BOYAmt0224346
IRS990/TotalAssetsGrp/EOYAmt0250060
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt064252
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04248
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012462
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025888
IRS990/TotalFunctionalExpensesGrp/TotalAmt042598
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0101
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0101
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0224346
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0249959
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025888
IRS990/TotalProgramServiceRevenueAmt03945
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03945
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt032
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0224346
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0250060
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014401 S 24TH WAY
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085048
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.OTEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN KOERBER-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum04804034614
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPPORTUNITY THROUGH ENTREPRENEURSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPPO
ReturnHeader/Filer/EIN0203779020
ReturnHeader/Filer/PhoneNum04803329636
ReturnHeader/Filer/USAddress/AddressLine1Txt014401 S 24TH WAY
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085048
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860985325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOHMAN COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01630 S STAPLEY DR SUITE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085204
ReturnHeader/PreparerPersonGrp/PhoneNum04803551100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M HARE
ReturnHeader/ReturnTs02025-05-13T11:52:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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