Civic Intelligence

The Opportunity Tree

990 • Fiscal year 2023 • EIN 86-0180419

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

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

51st percentile

0.19x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.11x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$180,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$10,028,426

Up $1,449,859 (+17%) from 2022

Net Assets

Up

$8,136,250

Up $1,626,859 (+25%) from 2022

Liabilities

Down

$1,892,176

Down $177,000 (-8.6%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin60th percentile

Revenue

Up

$17,648,479

Up $2,189,370 (+14%) from 2022

Expenses

Up

$16,173,732

Up $1,612,627 (+11%) from 2022

Net Income

Up

$1,474,747

Up $576,743 (+64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$10,028,426
Liabilities$1,892,176
Net Assets$8,136,250
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$17,648,479
Expenses$16,173,732
Net Income$1,474,747
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$17,692,221
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$2,801,223$3,016,167▲ $214,944
Accounts Receivable$1,439,826$2,769,249▲ $1,329,423
Land, Buildings, and Equipment, Net$1,435,642$1,358,702▼ $76,940
Cash and Non-Interest-Bearing Accounts$1,550,075$1,013,526▼ $536,549
Savings and Temporary Cash Investments$376,741$776,553▲ $399,812
Prepaid Expenses and Deferred Charges$21,207$54,696▲ $33,489
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$8,578,567$10,028,426▲ $1,449,859
Other Assets Total$953,853$1,039,533▲ $85,680
Liabilities
Other Liabilities$864,281$900,325▲ $36,044
Deferred Revenue$809,362$694,967▼ $114,395
Accounts Payable and Accrued Expenses$395,533$296,884▼ $98,649
Total Liabilities$2,069,176$1,892,176▼ $177,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,509,391$8,136,250▲ $1,626,859
Total Net Assets Fund Balance$6,509,391$8,136,250▲ $1,626,859
Total Liabilities and Net Assets / Fund Balance$8,578,567$10,028,426▲ $1,449,859

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$444,925$2,058,128$2,503,053
Equipment$501,549$588,933$1,090,482
Other Land Buildings$309,776$388,904$698,680
Land$102,452-$102,452
Other Assets Org$876,736--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
KELLI O'TOOLEPresident & CEOFT$180,000$180,000
Rachel JohnsonCFOFT$106,934$106,934

Board Members and Trustees

NameTitle
Natalie MarshChairman
Gregory PuckettVice Chair
Ann MonahanDirector
Ben WallaceDirector
Bernadette SmithDirector
Bob SilverDirector
Erika McBrideDirector
George SarkisDirector
Jerry StableyDirector
Erna DubravicSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$4,522,921
Program Service Revenue
$13,038,283
Investment Income
$85,228
Other Revenue
$2,047
All Other Contributions
$75,627
Change in Net Assets
$1,474,747

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
Real Estate Commercial1$54,600Fair Market
Total Noncash Contributions1$54,600-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,626,136
Revenue Not Reported on Financial Statements
$22,343
Revenue Not Reported on Form 990
$152,112
Other Revenue Adjustments
$22,343
Total Revenue per Audited Statements
$17,778,248
Total Revenue per Form 990
$17,648,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,679,550
Other Expenses$3,494,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,298,469$709,563-$9,008,032
Other Employee Benefits$2,471,918$230,744-$2,702,662
Payroll Taxes$623,702$58,220-$681,922
Occupancy$596,951$16,820-$613,771
Travel$479,262$4,617-$483,879
Fees for Services Other$55,988$377,161-$433,149
Depreciation Depletion$289,379$32,250-$321,629
Current Officers, Directors, Trustees, and Key Employees$264,332$22,602-$286,934
All Other Expenses$117,541$93,132-$210,673
Other Expenses$33,279$101,695-$134,974
Insurance$95,199$2,682-$97,881
Fees for Services Accounting$3,742$25,208-$28,950
Fees for Service Investment Mgmnt Fees-$22,343-$22,343
Interest-$9,100-$9,100
Fees for Services Legal$822$5,534-$6,356
Total Functional Expenses$14,240,016$1,933,716$0$16,173,732

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,173,732
Expenses per Audited Statements$16,151,389
Total Expenses per Audited Statements$16,151,389
Expenses Not Reported on Financial Statements$22,343
Other Expense Adjustments$22,343
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$900,325
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, Section B, Line 11B

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

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

“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, Section B, Line 15A

“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, Section C, Line 19

“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
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
KELLI O'TOOLE
Formed
1962
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
453
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 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 84 individuals were provided transportation services in fy 2023.”

Financial Statement Notes

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

“Investment management fees $22343”

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

“Investment management fees $22343”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary/Treas
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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/TotalAmt02702662
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IRS990/OtherExpensesGrp/Desc1BUILDING REPAIRS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3FURN. REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0209872
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16591
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3101695
IRS990/OtherExpensesGrp/ProgramServicesAmt0477400
IRS990/OtherExpensesGrp/ProgramServicesAmt1233927
IRS990/OtherExpensesGrp/ProgramServicesAmt2198105
IRS990/OtherExpensesGrp/ProgramServicesAmt333279
IRS990/OtherExpensesGrp/TotalAmt0687272
IRS990/OtherExpensesGrp/TotalAmt1240518
IRS990/OtherExpensesGrp/TotalAmt2203687
IRS990/OtherExpensesGrp/TotalAmt3134974
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IRS990/OtherRevenueTotalAmt02047
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0709563
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08298469
IRS990/OtherSalariesAndWagesGrp/TotalAmt09008032
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt058220
IRS990/PayrollTaxesGrp/ProgramServicesAmt0623702
IRS990/PayrollTaxesGrp/TotalAmt0681922
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021207
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054696
IRS990/PrincipalOfficerNm0KELLI O'TOOLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
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IRS990/ProgramServiceRevenueGrp/Desc0DAY TREATMENT
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYMENT SRVCS.
IRS990/ProgramServiceRevenueGrp/Desc2PRODUCTION
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL/HABILITATION
IRS990/ProgramServiceRevenueGrp/Desc4TRANS. SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02208750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1801314
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2138726
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39073530
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4815963
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1801314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2138726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39073530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4815963
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 190 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2023.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02647699
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02208750
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 92 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2023.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0985142
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0801314
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0192856
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IRS990/PYOtherExpensesAmt02980445
IRS990/PYOtherRevenueAmt04507
IRS990/PYProgramServiceRevenueAmt012385191
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IRS990/PYSalariesCompEmpBnftPaidAmt011580660
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IRS990/ReconcilationRevenueExpnssAmt01474747
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014757
IRS990ScheduleA/OtherIncome170Grp/TotalAmt049815
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99440

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,028,426
Liabilities
$1,892,176
Net assets
$8,136,250
Revenue
$17,648,479
Expenses
$16,173,732
Net income
$1,474,747
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $10M-$25M nonprofits