Civic Intelligence

The Opportunity Tree

990 • Fiscal year 2019 • EIN 86-0180419

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 15, 2020

3146 E WindsorPhoenix, AZ 85008

(602) 957-6341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.17x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.09x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$165,864

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

51st percentile

4.0%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

1.4%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $4,791,753Liabilities 2011: $290,403Net Assets 2011: $4,501,3502011Assets 2012: $4,690,882Liabilities 2012: $302,589Net Assets 2012: $4,388,2932012Assets 2013: $4,923,465Liabilities 2013: $333,411Net Assets 2013: $4,590,0542013Assets 2014: $5,413,686Liabilities 2014: $359,551Net Assets 2014: $5,054,1352014Assets 2015: $5,643,111Liabilities 2015: $393,521Net Assets 2015: $5,249,5902015Assets 2016: $5,560,647Liabilities 2016: $394,762Net Assets 2016: $5,165,8852016Assets 2017: $5,833,787Liabilities 2017: $462,787Net Assets 2017: $5,371,0002017Assets 2018: $7,128,605Liabilities 2018: $1,135,039Net Assets 2018: $5,993,5662018Assets 2019: $7,411,732Liabilities 2019: $1,262,585Net Assets 2019: $6,149,1472019Assets 2020: $9,209,550Liabilities 2020: $2,922,872Net Assets 2020: $6,286,6782020Assets 2021: $8,451,823Liabilities 2021: $2,298,210Net Assets 2021: $6,153,6132021Assets 2022: $8,578,567Liabilities 2022: $2,069,176Net Assets 2022: $6,509,3912022Assets 2023: $10,028,426Liabilities 2023: $1,892,176Net Assets 2023: $8,136,2502023Assets 2024: $10,111,002Liabilities 2024: $2,023,060Net Assets 2024: $8,087,9422024

Highlighted filing

2019

Assets$7,411,732
Liabilities$1,262,585
Net Assets$6,149,147

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,260,049Expenses 2011: $7,967,223Net Income 2011: $292,8262011Revenue 2012: $8,325,741Expenses 2012: $8,408,261Net Income 2012: -$82,5202012Revenue 2013: $9,382,237Expenses 2013: $9,133,123Net Income 2013: $249,1142013Revenue 2014: $10,403,314Expenses 2014: $10,051,201Net Income 2014: $352,1132014Revenue 2015: $11,019,654Expenses 2015: $10,789,039Net Income 2015: $230,6152015Revenue 2016: $11,053,247Expenses 2016: $11,084,251Net Income 2016: -$31,0042016Revenue 2017: $12,011,989Expenses 2017: $11,952,302Net Income 2017: $59,6872017Revenue 2018: $13,122,788Expenses 2018: $12,532,233Net Income 2018: $590,5552018Revenue 2019: $13,305,200Expenses 2019: $13,285,934Net Income 2019: $19,2662019Revenue 2020: $13,886,304Expenses 2020: $13,794,735Net Income 2020: $91,5692020Revenue 2021: $13,694,867Expenses 2021: $14,053,396Net Income 2021: -$358,5292021Revenue 2022: $15,459,109Expenses 2022: $14,561,105Net Income 2022: $898,0042022Revenue 2023: $17,648,479Expenses 2023: $16,173,732Net Income 2023: $1,474,7472023Revenue 2024: $16,528,129Expenses 2024: $16,820,163Net Income 2024: -$292,0342024

Highlighted filing

2019

Revenue$13,305,200
Expenses$13,285,934
Net Income$19,266
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 15, 2020
Return Version
2018v3.1
Gross Receipts
$14,153,014
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLI O'TOOLEPresident & CEOFT$150,481$15,383$165,864
Rachel JohnsonCFOFT$74,007$7,583$81,590

Board Members and Trustees

NameTitle
Terry KelmanChairman
Analisa KirchhoffDirector
Ann MonahanDirector
Bernadette SmithDirector
Emily TaylorDirector
Jerry StableyDirector
Mimi WintersDirector
Natalie MarshDirector
Raymond PepperDirector
Rebecca FlowersDirector
Rob FrazierDirector
Robert MyersDirector
Bob SilverSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$213,284
Program Service Revenue
$12,991,818
Investment Income
$85,341
Other Revenue
$14,757
All Other Contributions
$213,284
Change in Net Assets
$19,266

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles2$117,000Fair Market
Total Noncash Contributions2$117,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,283,532
Revenue Not Reported on Financial Statements
$21,668
Revenue Not Reported on Form 990
$136,315
Other Revenue Adjustments
$21,668
Total Revenue per Audited Statements
$13,419,847
Total Revenue per Form 990
$13,305,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$744,402
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Line 11B: Form 990 Review Process

Form 990 is sent electronically to all board members. Any questions are directed to the controller.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copies of all governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Opportunity Tree
EIN
86-0180419
Phone
6029576341
Address
3146 E WINDSOR, PHOENIX, AZ 85008

Signing Officer

Name
Terry Kelman
Title
Board Chairman
Signed
2020-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Kelman
Formed
1962
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
15
Employees
604
Volunteers
29

Preparer

Firm
Tull Forsberg & Olson PLC
Address
5225 N Central Ave Suite 220, Phoenix, AZ 85012
Preparer
Lynn C Olson
Phone
6022775447
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

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.

Other Changes In Net Assets Or Fund Balances - Other Increases

Book/tax difference on disposal of assets = $37231

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Book/tax difference on disposal of asset $37231

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Jp morgan dividend book/tax difference $0 jp morgan sale of securities book/tax di $0 investment management fees $21668

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment management fees $21668

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IRS990/Form990PartVIISectionAGrp/PersonNm14RACHEL JOHNSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1474007
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
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IRS990/FormationYr01962
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IRS990/GamingActivitiesInd0false
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IRS990/InsuranceGrp/TotalAmt090467
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05993566
IRS990/NetAssetsOrFundBalancesEOYAmt06149147
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08554
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08554
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09128
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09128
IRS990/NetUnrlzdGainsLossesInvstAmt099084
IRS990/NoncashContributionsAmt0117000
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0787786
IRS990/OtherAssetsTotalGrp/EOYAmt0873785
IRS990/OtherChangesInNetAssetsAmt037231
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0184895
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01488330
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01673225
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES INCL FOOD
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2BUILDING REPAIRS
IRS990/OtherExpensesGrp/Desc3FURN. REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12545
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225428
IRS990/OtherExpensesGrp/ProgramServicesAmt0339882
IRS990/OtherExpensesGrp/ProgramServicesAmt1179846
IRS990/OtherExpensesGrp/ProgramServicesAmt2137778
IRS990/OtherExpensesGrp/ProgramServicesAmt355422
IRS990/OtherExpensesGrp/TotalAmt0345908
IRS990/OtherExpensesGrp/TotalAmt1179846
IRS990/OtherExpensesGrp/TotalAmt2140323
IRS990/OtherExpensesGrp/TotalAmt380850
IRS990/OtherLiabilitiesGrp/BOYAmt0728931
IRS990/OtherLiabilitiesGrp/EOYAmt0744402
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
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IRS990/OtherRevenueTotalAmt05629
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0533776
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07962915
IRS990/OtherSalariesAndWagesGrp/TotalAmt08496691
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032580
IRS990/PayrollTaxesGrp/ProgramServicesAmt0621017
IRS990/PayrollTaxesGrp/TotalAmt0653597
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048611
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077107
IRS990/PrincipalOfficerNm0TERRY KELMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/BusinessCd4480000
IRS990/ProgramServiceRevenueGrp/Desc0DAY TREATMENT
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYMENT SRVCS.
IRS990/ProgramServiceRevenueGrp/Desc2PRODUCTION
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL/HABILITATION
IRS990/ProgramServiceRevenueGrp/Desc4TRANS. SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02259544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11303098
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2369579
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38647420
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4412177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02259544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11303098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2369579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38647420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4412177
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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/ExpenseAmt02430163
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02259544
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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/ExpenseAmt0861241
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01303098
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt076889
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt086252
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01997036
IRS990/PYOtherRevenueAmt023557
IRS990/PYProgramServiceRevenueAmt012936090
IRS990/PYRevenuesLessExpensesAmt0590555
IRS990/PYSalariesCompEmpBnftPaidAmt010535197
IRS990/PYTotalExpensesAmt012532233
IRS990/PYTotalRevenueAmt013122788
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019266
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09128
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08647420

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$2.02$8.09$16.5$16.8$0.29
2023Detailed filing. Detailed filing data is available for this year.$10.0$1.89$8.14$17.6$16.2$1.47
2022Detailed filing. Detailed filing data is available for this year.$8.58$2.07$6.51$15.5$14.6$0.90
2021Detailed filing. Detailed filing data is available for this year.$8.45$2.30$6.15$13.7$14.1$0.36
2020Detailed filing. Detailed filing data is available for this year.$9.21$2.92$6.29$13.9$13.8$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.41$1.26$6.15$13.3$13.3$0.02
2018Summary only. Only limited summary data is available for this year.$7.13$1.14$5.99$13.1$12.5$0.59
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.46$5.37$12.0$12.0$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.56$0.39$5.17$11.1$11.1$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.39$5.25$11.0$10.8$0.23
2014Summary only. Only limited summary data is available for this year.$5.41$0.36$5.05$10.4$10.1$0.35
2013Summary only. Only limited summary data is available for this year.$4.92$0.33$4.59$9.38$9.13$0.25
2012Summary only. Only limited summary data is available for this year.$4.69$0.30$4.39$8.33$8.41$0.08
2011Summary only. Only limited summary data is available for this year.$4.79$0.29$4.50$8.26$7.97$0.29