Civic Intelligence

The Opportunity Tree

990 • Fiscal year 2022 • EIN 86-0180419

Jul 01, 2021 to Jun 30, 2022 • Filed on May 16, 2023

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

57th percentile

0.24x

Higher debt load relative to assets than 57% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.13x

Higher debt load relative to revenue than 38% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

48th percentile

5.8%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$187,286

Higher top officer pay than 54% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

53rd percentile

1.5%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,578,567

Up $126,744 (+1.5%) from 2021

Net Assets

Up

$6,509,391

Up $355,778 (+5.8%) from 2021

Liabilities

Down

$2,069,176

Down $229,034 (-10.0%) from 2021

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin48th percentile

Revenue

Up

$15,459,109

Up $1,764,242 (+13%) from 2021

Expenses

Up

$14,561,105

Up $507,709 (+3.6%) from 2021

Net Income

Up

$898,004

Up $1,256,533 (+350%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$8,578,567
Liabilities$2,069,176
Net Assets$6,509,391
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$15,459,109
Expenses$14,561,105
Net Income$898,004
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 16, 2023
Return Version
2021v4.1
Gross Receipts
$16,401,147
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$3,179,178$2,801,223▼ $377,955
Cash and Non-Interest-Bearing Accounts$1,562,177$1,550,075▼ $12,102
Accounts Receivable$1,373,069$1,439,826▲ $66,757
Land, Buildings, and Equipment, Net$1,474,806$1,435,642▼ $39,164
Savings and Temporary Cash Investments$377,519$376,741▼ $778
Prepaid Expenses and Deferred Charges-$21,207-
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$8,451,823$8,578,567▲ $126,744
Other Assets Total$485,074$953,853▲ $468,779
Liabilities
Other Liabilities$1,963,446$864,281▼ $1,099,165
Deferred Revenue-$809,362-
Accounts Payable and Accrued Expenses$334,764$395,533▲ $60,769
Total Liabilities$2,298,210$2,069,176▼ $229,034
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,153,613$6,509,391▲ $355,778
Total Net Assets Fund Balance$6,153,613$6,509,391▲ $355,778
Total Liabilities and Net Assets / Fund Balance$8,451,823$8,578,567▲ $126,744

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$528,296$1,967,407$2,495,703
Equipment$520,581$481,024$1,001,605
Other Land Buildings$284,313$310,597$594,910
Land$102,452-$102,452
Other Assets Org$860,480--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
KELLI O'TOOLEPresident & CEOFT$187,286$187,286
Rachel JohnsonCFOFT$97,475$97,475

Board Members and Trustees

NameTitle
Natalie MarshChairman
Jerry StableyVice Chair
Natalie MarshVice Chairman
Ann MonahanDirector
Eileen PattonDirector
Emily TaylorDirector
Erika McBrideDirector
Erna DubravicDirector
Gregory PuckettDirector
Bernadette SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,876,555
Program Service Revenue
$12,385,191
Investment Income
$192,856
Other Revenue
$4,507
All Other Contributions
$532,722
Change in Net Assets
$898,004

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$443,383Fair Market
Real Estate Commercial1$65,000Fair Market
Other Non Cash Contri Table2$1,856Fair Market
Total Noncash Contributions5$510,239-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,434,167
Revenue Not Reported on Financial Statements
$24,942
Revenue Not Reported on Form 990
$-542,226
Other Revenue Adjustments
$24,942
Total Revenue per Audited Statements
$14,891,941
Total Revenue per Form 990
$15,459,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,580,660
Other Expenses$2,980,445
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,659,817$638,603-$9,298,420
Other Employee Benefits$1,242,539$134,894-$1,377,433
Payroll Taxes$567,946$61,658-$629,604
Travel$550,271$16,030-$566,301
Occupancy$526,389$36,848-$563,237
Depreciation Depletion$282,263$31,512-$313,775
Current Officers, Directors, Trustees, and Key Employees$256,302$18,901-$275,203
All Other Expenses$110,901$135,845-$246,746
Insurance$124,249$8,698-$132,947
Fees for Services Other-$93,530-$93,530
Other Expenses$2,227$76,265-$78,492
Fees for Service Investment Mgmnt Fees-$24,942-$24,942
Fees for Services Accounting-$24,000-$24,000
Fees for Services Legal-$975-$975
Total Functional Expenses$13,095,823$1,465,282$0$14,561,105

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,561,105
Expenses per Audited Statements$14,536,163
Total Expenses per Audited Statements$14,536,163
Expenses Not Reported on Financial Statements$24,942
Other Expense Adjustments$24,942
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$864,281
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/cfo.”

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
Natalie Marsh
Title
Chairman
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Silver
Formed
1962
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
525
Volunteers
3

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 77 individuals were provided transportation services in fy 2022.”

Financial Statement Notes

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

“Investment management fees $24942”

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

“Investment management fees $24942”

Raw XML AppendixShowing 400 of 578 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0334764
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0395533
IRS990/AccountsReceivableGrp/BOYAmt01373069
IRS990/AccountsReceivableGrp/EOYAmt01439826
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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/TotalAmt00
IRS990/AllOtherContributionsAmt0532722
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0135845
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0110901
IRS990/AllOtherExpensesGrp/TotalAmt0246746
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE OPPORTUNITY TREE
IRS990/BooksInCareOfDetail/PhoneNum06029576341
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03146 E WINDSOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0850081135
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01562177
IRS990/CashNonInterestBearingGrp/EOYAmt01550075
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018901
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0256302
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0275203
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02876555
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0192856
IRS990/CYOtherExpensesAmt02980445
IRS990/CYOtherRevenueAmt04507
IRS990/CYProgramServiceRevenueAmt012385191
IRS990/CYRevenuesLessExpensesAmt0898004
IRS990/CYSalariesCompEmpBnftPaidAmt011580660
IRS990/CYTotalExpensesAmt014561105
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015459109
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/EOYAmt0809362
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt031512
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0282263
IRS990/DepreciationDepletionGrp/TotalAmt0313775
IRS990/Desc0THE OPPORTUNITY TREE PROVIDES RESIDENTIAL/HABILITATION THROUGH THE OPERATION OF GROUP HOMES/APARTMENTS FOR ADULTS WITH DISABILITIES, SUPPORT TO INDIVIDUALS IN A VARIETY OF LIVING SITUATIONS AND SUPPORT TO INDIVIDUALS LIVING INDEPENDENTLY. APPROXIMATELY 104 INDIVIDUALS WERE PROVIDED A VARIETY OF RESIDENTIAL, HOME, AND COMMUNITY BASED SERVICES IN FY 2022.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0525
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt09217217
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024000
IRS990/FeesForServicesAccountingGrp/TotalAmt024000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0975
IRS990/FeesForServicesLegalGrp/TotalAmt0975
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt093530
IRS990/FeesForServicesOtherGrp/TotalAmt093530
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt024942
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024942
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLI O'TOOLE
IRS990/Form990PartVIISectionAGrp/PersonNm1RACHEL JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2Erika McBride
IRS990/Form990PartVIISectionAGrp/PersonNm3NATALIE MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm4JERRY STABLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5BERNADETTE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN MONAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm7Natalie Marsh
IRS990/Form990PartVIISectionAGrp/PersonNm8Emily Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm9Gregory Puckett
IRS990/Form990PartVIISectionAGrp/PersonNm10Eileen Patton
IRS990/Form990PartVIISectionAGrp/PersonNm11Erna Dubravic
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0187286
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt197475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt03570
IRS990/GainOrLossGrp/SecuritiesAmt0111062
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt02343833
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03570
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01053100
IRS990/GrossReceiptsAmt016401147
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt08698
IRS990/InsuranceGrp/ProgramServicesAmt0124249
IRS990/InsuranceGrp/TotalAmt0132947
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt078224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078224
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03179178
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02801223
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02759028
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01474806
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01435642
IRS990/LandBldgEquipCostOrOtherBssAmt04194670
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0942038
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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/NetAssetsOrFundBalancesBOYAmt06153613
IRS990/NetAssetsOrFundBalancesEOYAmt06509391
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0114632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114632
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-542226
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06153613
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06509391
IRS990/NoncashContributionsAmt0510239
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt036848
IRS990/OccupancyGrp/ProgramServicesAmt0526389
IRS990/OccupancyGrp/TotalAmt0563237
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0485074
IRS990/OtherAssetsTotalGrp/EOYAmt0953853
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0134894
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01242539
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01377433
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES INCL FOOD
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2BUILDING REPAIRS
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0140783
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112342
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29456
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt376265
IRS990/OtherExpensesGrp/ProgramServicesAmt0461537
IRS990/OtherExpensesGrp/ProgramServicesAmt1176304
IRS990/OtherExpensesGrp/ProgramServicesAmt2135078
IRS990/OtherExpensesGrp/ProgramServicesAmt32227
IRS990/OtherExpensesGrp/TotalAmt0602320
IRS990/OtherExpensesGrp/TotalAmt1188646
IRS990/OtherExpensesGrp/TotalAmt2144534
IRS990/OtherExpensesGrp/TotalAmt378492
IRS990/OtherLiabilitiesGrp/BOYAmt01963446
IRS990/OtherLiabilitiesGrp/EOYAmt0864281
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04507
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04507
IRS990/OtherRevenueTotalAmt04507
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0638603
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08659817
IRS990/OtherSalariesAndWagesGrp/TotalAmt09298420
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061658
IRS990/PayrollTaxesGrp/ProgramServicesAmt0567946
IRS990/PayrollTaxesGrp/TotalAmt0629604
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021207
IRS990/PrincipalOfficerNm0BOB SILVER
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/RelatedOrExemptFuncIncomeAmt01816314
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1676093
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2219702
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39137537
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4535545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01816314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1676093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2219702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39137537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4535545
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 100 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2022.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02192489
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01816314
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 79 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2022.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01198549
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0895795
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0775731
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0246792
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02438616
IRS990/PYOtherRevenueAmt018251
IRS990/PYProgramServiceRevenueAmt012654093
IRS990/PYRevenuesLessExpensesAmt0-358529
IRS990/PYSalariesCompEmpBnftPaidAmt011614780
IRS990/PYTotalExpensesAmt014053396
IRS990/PYTotalRevenueAmt013694867
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0898004
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt09137537
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0377519
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0376741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013675955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013429824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013771886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013205102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013012979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067095746
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt071185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt070801
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0353349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04507
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018251
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014757
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt023557
IRS990ScheduleA/OtherIncome170Grp/TotalAmt071325
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99370
IRS990ScheduleA/PublicSupportPY170Pct00.99380
IRS990ScheduleA/PublicSupportTotal170Amt067095746
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013675955

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,578,567
Liabilities
$2,069,176
Net assets
$6,509,391
Revenue
$15,459,109
Expenses
$14,561,105
Net income
$898,004
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