Civic Intelligence

The Opportunity Tree

990 • Fiscal year 2021 • EIN 86-0180419

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileWWW.AZAFH.ORG

View Organization Page

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

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

17th percentile

-2.6%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$181,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

7th percentile

-8.2%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-1.4%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$8,451,823

Down $757,727 (-8.2%) from 2020

Net Assets

Down

$6,153,613

Down $133,065 (-2.1%) from 2020

Liabilities

Down

$2,298,210

Down $624,662 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin17th percentile

Revenue

Down

$13,694,867

Down $191,437 (-1.4%) from 2020

Expenses

Up

$14,053,396

Up $258,661 (+1.9%) from 2020

Net Income

Down

-$358,529

Down $450,098 (-492%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2021

Assets$8,451,823
Liabilities$2,298,210
Net Assets$6,153,613
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

2021

Revenue$13,694,867
Expenses$14,053,396
Net Income-$358,529
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.0
Gross Receipts
$14,448,407
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$2,730,551$3,179,178▲ $448,627
Cash and Non-Interest-Bearing Accounts$2,920,573$1,562,177▼ $1,358,396
Land, Buildings, and Equipment, Net$1,285,008$1,474,806▲ $189,798
Accounts Receivable$1,115,636$1,373,069▲ $257,433
Savings and Temporary Cash Investments$377,445$377,519▲ $74
Prepaid Expenses and Deferred Charges$24,289$0▼ $24,289
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$9,209,550$8,451,823▼ $757,727
Other Assets Total$756,048$485,074▼ $270,974
Liabilities
Other Liabilities$2,234,754$1,963,446▼ $271,308
Accounts Payable and Accrued Expenses$688,118$334,764▼ $353,354
Total Liabilities$2,922,872$2,298,210▼ $624,662
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,286,678$6,153,613▼ $133,065
Total Net Assets Fund Balance$6,286,678$6,153,613▼ $133,065
Total Liabilities and Net Assets / Fund Balance$9,209,550$8,451,823▼ $757,727

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$565,456$1,864,307$2,429,763
Equipment$436,814$364,518$801,332
Other Land Buildings$370,084$237,492$607,576
Land$102,452-$102,452
Other Assets Org$402,371--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
KELLI O'TOOLEPresident & CEOFT$181,000$181,000
Rachel JohnsonCFOFT$98,958$98,958

Board Members and Trustees

NameTitle
Bob SilverChairman
Jerry StableyVice Chair
Ann MonahanDirector
Eileen PattonDirector
Emily TaylorDirector
Erika McBrideDirector
Erna DubravicDirector
Gregory PuckettDirector
Mimi WintersDirector
Natalie MarshDirector
Bernadette SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$775,731
Program Service Revenue
$12,654,093
Investment Income
$246,792
Other Revenue
$18,251
All Other Contributions
$775,731
Change in Net Assets
$-358,529

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 Vehicles5$266,170Fair Value
Total Noncash Contributions5$266,170-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,671,312
Revenue Not Reported on Financial Statements
$23,555
Revenue Not Reported on Form 990
$225,464
Other Revenue Adjustments
$23,555
Total Revenue per Audited Statements
$13,896,776
Total Revenue per Form 990
$13,694,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,614,780
Other Expenses$2,438,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,736,305$591,267-$9,327,572
Other Employee Benefits$1,328,269$161,706-$1,489,975
Payroll Taxes$468,486$57,032-$525,518
Occupancy$448,103$6,172-$454,275
Travel$442,210$5,639-$447,849
Current Officers, Directors, Trustees, and Key Employees$254,491$17,224-$271,715
Depreciation Depletion$225,249$22,149-$247,398
All Other Expenses$100,414$81,248-$181,662
Insurance$95,268$1,312-$96,580
Other Expenses$22,575$50,713-$73,288
Fees for Services Other$1,683$68,580-$70,263
Fees for Services Accounting$652$26,553-$27,205
Fees for Service Investment Mgmnt Fees-$23,555-$23,555
Fees for Services Legal$39$1,603-$1,642
Total Functional Expenses$12,796,289$1,257,107$0$14,053,396

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,053,396
Expenses per Audited Statements$14,029,841
Total Expenses per Audited Statements$14,029,841
Expenses Not Reported on Financial Statements$23,555
Other Expense Adjustments$23,555
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
Notes Payable Ppp$1,585,790
Lease Liability$377,656
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 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
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.”

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
Bob Silver
Title
Board Chairman
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Silver
Formed
1962
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
528
Volunteers
36

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 65 individuals were provided transportation services in fy 2021. 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 58 individuals were working and receiving paychecks in fy 2021.”

Financial Statement Notes

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

“Investment management fees $23555”

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

“Investment management fees $23555”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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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.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt01489975
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IRS990/OtherExpensesGrp/Desc1UTILITIES
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IRS990/OtherExpensesGrp/Desc3FURN. REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0137958
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt350713
IRS990/OtherExpensesGrp/ProgramServicesAmt0353423
IRS990/OtherExpensesGrp/ProgramServicesAmt1177563
IRS990/OtherExpensesGrp/ProgramServicesAmt2141559
IRS990/OtherExpensesGrp/ProgramServicesAmt322575
IRS990/OtherExpensesGrp/TotalAmt0491381
IRS990/OtherExpensesGrp/TotalAmt1180009
IRS990/OtherExpensesGrp/TotalAmt2143509
IRS990/OtherExpensesGrp/TotalAmt373288
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IRS990/OtherRevenueTotalAmt016257
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0591267
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08736305
IRS990/OtherSalariesAndWagesGrp/TotalAmt09327572
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057032
IRS990/PayrollTaxesGrp/ProgramServicesAmt0468486
IRS990/PayrollTaxesGrp/TotalAmt0525518
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024289
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BOB SILVER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYMENT SRVCS.
IRS990/ProgramServiceRevenueGrp/Desc2PRODUCTION
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL/HABILITATION
IRS990/ProgramServiceRevenueGrp/Desc4TRANS. SERVICES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1340267
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2102086
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310816364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4212937
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1340267
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2102086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310816364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4212937
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 93 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2021.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01628060
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01182439
IRS990/ProgSrvcAccomActy3Grp/Desc0THE OPPORTUNITY TREE PROVIDES ADULT VOCATIONAL TRAINING THROUGH ACTUAL WORK EXPERIENCE IN A SHELTERED WORKSHOP. THE WORK PROVIDED IS FROM SUBCONTRACTS WITH COMMUNITY BUSINESSES. APPROXIMATELY 58 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2021.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0102086
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IRS990/PYProgramServiceRevenueAmt013579298
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IRS990/PYSalariesCompEmpBnftPaidAmt011471088
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013012979
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0336221
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018251
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014757

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,451,823
Liabilities
$2,298,210
Net assets
$6,153,613
Revenue
$13,694,867
Expenses
$14,053,396
Net income
-$358,529
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