Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Liabilities / Revenue
29th percentile
Higher debt load relative to revenue than 29% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 1.2% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Up$7,411,732
Up $283,127 (+4.0%) from 2018
Net Assets
Up$6,149,147
Up $155,581 (+2.6%) from 2018
Liabilities
Up$1,262,585
Up $127,546 (+11%) from 2018
Revenue
Up$13,305,200
Up $182,412 (+1.4%) from 2018
Expenses
Up$13,285,934
Up $753,701 (+6.0%) from 2018
Net Income
Down$19,266
Down $571,289 (-97%) from 2018
Afh 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. Afh fosters community partnerships to promote options, opportunities and outcomes.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $2,660,154 | $2,822,529 | ▲ $162,375 |
| Accounts Receivable | $1,113,735 | $1,369,761 | ▲ $256,026 |
| Cash and Non-Interest-Bearing Accounts | $460,593 | $1,088,478 | ▲ $627,885 |
| Land, Buildings, and Equipment, Net | $780,904 | $852,868 | ▲ $71,964 |
| Savings and Temporary Cash Investments | $1,276,822 | $327,204 | ▼ $949,618 |
| Prepaid Expenses and Deferred Charges | $48,611 | $77,107 | ▲ $28,496 |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $7,128,605 | $7,411,732 | ▲ $283,127 |
| Other Assets Total | $787,786 | $873,785 | ▲ $85,999 |
| Liabilities | |||
| Other Liabilities | $728,931 | $744,402 | ▲ $15,471 |
| Accounts Payable and Accrued Expenses | $406,108 | $518,183 | ▲ $112,075 |
| Total Liabilities | $1,135,039 | $1,262,585 | ▲ $127,546 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $5,993,566 | $6,149,147 | ▲ $155,581 |
| Total Net Assets Fund Balance | $5,993,566 | $6,149,147 | ▲ $155,581 |
| Total Liabilities and Net Assets / Fund Balance | $7,128,605 | $7,411,732 | ▲ $283,127 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $467,649 | $1,672,238 | $2,139,887 |
| Equipment | $150,667 | $331,214 | $481,881 |
| Other Land Buildings | $132,100 | $161,038 | $293,138 |
| Land | $102,452 | - | $102,452 |
| Other Assets Org | $819,324 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KELLI O'TOOLE | President & CEO | FT | $150,481 | $15,383 | $165,864 |
| Rachel Johnson | CFO | FT | $74,007 | $7,583 | $81,590 |
| Name | Title |
|---|---|
| Terry Kelman | Chairman |
| Analisa Kirchhoff | Director |
| Ann Monahan | Director |
| Bernadette Smith | Director |
| Emily Taylor | Director |
| Jerry Stabley | Director |
| Mimi Winters | Director |
| Natalie Marsh | Director |
| Raymond Pepper | Director |
| Rebecca Flowers | Director |
| Rob Frazier | Director |
| Robert Myers | Director |
| Bob Silver | Secretary/treas |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Cars and Other Vehicles | 2 | $117,000 | Fair Market |
| Total Noncash Contributions | 2 | $117,000 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $11,070,967 |
| Other Expenses | $2,214,967 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $7,962,915 | $533,776 | - | $8,496,691 |
| Other Employee Benefits | $1,488,330 | $184,895 | - | $1,673,225 |
| Payroll Taxes | $621,017 | $32,580 | - | $653,597 |
| Travel | $523,057 | $16,354 | - | $539,411 |
| Occupancy | $392,781 | - | - | $392,781 |
| Current Officers, Directors, Trustees, and Key Employees | $231,909 | $15,545 | - | $247,454 |
| Depreciation Depletion | $169,142 | $6,440 | - | $175,582 |
| All Other Expenses | $94,224 | $29,872 | - | $124,096 |
| Fees for Services Other | $35,636 | $61,326 | - | $96,962 |
| Insurance | $79,631 | $10,836 | - | $90,467 |
| Other Expenses | $55,422 | $25,428 | - | $80,850 |
| Fees for Services Accounting | - | $23,900 | - | $23,900 |
| Fees for Service Investment Mgmnt Fees | - | $21,668 | - | $21,668 |
| Fees for Services Legal | - | $3,173 | - | $3,173 |
| Total Functional Expenses | $12,311,570 | $974,364 | $0 | $13,285,934 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $13,285,934 |
| Expenses per Audited Statements | $13,264,266 |
| Total Expenses per Audited Statements | $13,264,266 |
| Expenses Not Reported on Financial Statements | $21,668 |
| Other Expense Adjustments | $21,668 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Lease Liability | $744,402 |
“Form 990 is sent electronically to all board members. Any questions are directed to the controller.”
“The opportunity tree has a written conflict of interest policy. It is signed by all board members and administrators annually. The ceo and controller monitor payments made to all vendors for conflicts. Board members inform ceo if any occasion arises where afh would be making payments to them or any of their interests.”
“Schedule j, part i, line 3 - at the direction of the chairman of the board, a review of ceo compensation for similar agencies is conducted. Compensation paid to the president/ceo of the opportunity tree is then compared with the information received from other agencies. The chairman of the board completes an annual evaluation for the president/ceo. This annual performance evaluation procedure is followed for all employees. The same procedure for calculating wage increases based on performance evaluation is then completed for the president/ceo just as it is for all employees. The board of directors determines annually the average raise perecentage to be used for calculation of merit increases for all employees. The derived amount for the ceo must be appropriately placed in the range of ceo salaries from other agencies. This was for the ceo/president. Note: ceo has received same perecent increases as all employees based on evaluation score since last wage survey performed in 2007.”
“Copies of all governing documents, conflict of interest policy and financial statements are available upon request.”
“Other program services 4: the opportunity tree provides transportation services by providing the necessary vehicles, drivers, and/or mobility training so that individuals served can access various programs, community placements and/or supports. Approximately 112 individuals were provided transportation services in fy 2019. Other program services 5: the opportunity tree provides adult vocational training through actual work experience in a sheltered workshop. The work provided is from subcontracts with community businesses. Approximately 74 individuals were working and receiving paychecks in fy 2019.”
“Book/tax difference on disposal of assets = $37231”
“Book/tax difference on disposal of asset $37231”
“Jp morgan dividend book/tax difference $0 jp morgan sale of securities book/tax di $0 investment management fees $21668”
“Investment management fees $21668”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 406108 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 518183 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1113735 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1369761 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherContributionsAmt | 0 | 213284 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 29872 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 94224 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 124096 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THE OPPORTUNITY TREE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6029576341 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3146 E WINDSOR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PHOENIX |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 850081135 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 460593 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1088478 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 15545 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 231909 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 247454 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 213284 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 85341 |
| IRS990/CYOtherExpensesAmt | 0 | 2214967 |
| IRS990/CYOtherRevenueAmt | 0 | 14757 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 12991818 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 19266 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 11070967 |
| IRS990/CYTotalExpensesAmt | 0 | 13285934 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 13305200 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 6440 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 169142 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 175582 |
| IRS990/Desc | 0 | 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 148 INDIVIDUALS WERE PROVIDED A VARIETY OF RESIDENTIAL, HOME, AND COMMUNITY BASED SERVICES IN FY 2019. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 604 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 8065777 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 23900 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 23900 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 3173 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3173 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 61326 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 35636 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 96962 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 21668 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 21668 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 7583 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 7583 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | TERRY KELMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BOB SILVER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | REBECCA FLOWERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ROB FRAZIER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ANALISA KIRCHHOFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | NATALIE MARSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANN MONAHAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ROBERT MYERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | RAYMOND PEPPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | BERNADETTE SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JERRY STABLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MIMI WINTERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | EMILY TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | KELLI O'TOOLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | RACHEL JOHNSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 158281 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 74007 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY/TREAS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | CFO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1962 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 8554 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 856368 |
| IRS990/GrossReceiptsAmt | 0 | 14153014 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 9128 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 10836 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 79631 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 90467 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 76787 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 76787 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 2660154 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2822529 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 51 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2164490 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 780904 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 852868 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 3017358 |
| IRS990/LegalDomicileStateCd | 0 | AZ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 847814 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5993566 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6149147 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8554 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 8554 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 9128 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 9128 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 99084 |
| IRS990/NoncashContributionsAmt | 0 | 117000 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 392781 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 392781 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 787786 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 873785 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 37231 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 184895 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 1488330 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 1673225 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROGRAM SUPPLIES INCL FOOD |
| IRS990/OtherExpensesGrp/Desc | 1 | UTILITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | BUILDING REPAIRS |
| IRS990/OtherExpensesGrp/Desc | 3 | FURN. REPAIR & MAINTENANCE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6026 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2545 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 25428 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 339882 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 179846 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 137778 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 55422 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 345908 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 179846 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 140323 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 80850 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 728931 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 744402 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISC INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5629 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5629 |
| IRS990/OtherRevenueTotalAmt | 0 | 5629 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 533776 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 7962915 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 8496691 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 32580 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 621017 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 653597 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 48611 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 77107 |
| IRS990/PrincipalOfficerNm | 0 | TERRY KELMAN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 624100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 624310 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 624310 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 623990 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 480000 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DAY TREATMENT |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYMENT SRVCS. |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PRODUCTION |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | RESIDENTIAL/HABILITATION |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | TRANS. SERVICES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2259544 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1303098 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 369579 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 8647420 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 412177 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2259544 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1303098 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 369579 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 8647420 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 412177 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | 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 130 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2019. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 2430163 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 2259544 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | 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 62 INDIVIDUALS WERE PROVIDED EMPLOYMENT RELATED SERVICES IN FY 2019. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 861241 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 1303098 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 76889 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 86252 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 1997036 |
| IRS990/PYOtherRevenueAmt | 0 | 23557 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 12936090 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 590555 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 10535197 |
| IRS990/PYTotalExpensesAmt | 0 | 12532233 |
| IRS990/PYTotalRevenueAmt | 0 | 13122788 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 19266 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 9128 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 8647420 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.