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THE OPPORTUNITY TREE

PHOENIX, AZ · EIN 860180419 · Form 990 · FY2021 · NTEE P8XZ · Human Services · Large ($10M-$50M) · www.azafh.org
revenue
$15.5M
expenses
$14.6M
net assets
$6.5M
employees
525
volunteers
3
program ratio
90%
mission · from form 990

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.

profile · synthesized from sources

The Opportunity Tree is a nonprofit organization with over 61 years of experience providing support services for individuals with intellectual and developmental disabilities in Arizona. The organization offers employment assistance, adult day programs, youth programming, and community living services across multiple locations including Phoenix, Casa Grande, and Maricopa. Founded in 1963, it operates with a focus on fostering independence, creativity, and personal growth.

irs program accomplishments · form 990 part iii · fy2021

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $2.19M
    THE OPPORTUNITY TREE PROVIDES DAY TREATMENT FOR ADULTS THROUGH SOCIALIZATION, TRAINING, ACTIVITIES, VOLUNTEER OPPORTUNITIES, WORK ORIENTATION TRAINING, AND, AS APPROPRIATE, COUNSELING. THIS SERVICE PROMOTES SKILLS DEVELOPMENT IN INDEPENDENT LIVING, SELF-CARE, SAFETY, COMMUNICATIONS, WORK SKILLS, SOCIAL RELATIONSHIPS, HOBBIES, AND RETIREMENT PROGRAMS. APPROXIMATELY 100 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2022.
  2. #2 $1.20M
    THE OPPORTUNITY TREE PROVIDES THREE DIFFERENT LEVELS OF SERVICE ALONG THE CONTINUUM FROM WORK ADJUSTMENT TO COMPETITIVE EMPLOYMENT. UNDER THE CENTER BASED EMPLOYMENT SERVICE COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK SKILLS BY FOSTERING AN ENVIRONMENT THAT PROVIDES EXPOSURE TO WORK SITUATIONS AND WORK ASSIGNMENTS THAT IS TRANSFERABLE TO WORK SETTINGS. UNDER THE GROUP SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK ATTITUDES AND HABITS, AND AUGMENTS THE DEVELOPMENT OF WORK RELATED SKILLS IN INTEGRATED WORK SETTINGS. WAGES ARE EARNED BASED ON AN INDIVIDUAL'S PRODUCTIVITY. UNDER THE INDIVIDUALS SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE PROVIDES JOB DEVELOPMENT, JOB PLACEMENT, AND JOB SUPERVISION WITH ONGOING FOLLOW-UP FOR EACH INDIVIDUAL IN ORDER TO FACILITATE SUCCESS IN COMPETITIVE EMPLOYMENT. APPROXIMATELY 79 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2022.
named programs · 4 · from sources

what they call their work

Community Living
Provides community group homes, IDLA, HCBS, and attendant and respite care services to support independent living
LEAF Program
Engaging and supportive Adult Day Program (DTA) for adult members with intellectual and developmental disabilities
SEEDS Program
One-on-one supports to help individuals find and maintain competitive integrated employment
Tree Fort!
After-school, school break, and summer program for youth ages 14 and up with intellectual and developmental disabilities
activities · 5 groups

what they do

  • Adult Day Training & Enrichment Programs 2 activities
    • Adult Day Program (LEAF Program)
      Operates the LEAF Program, an engaging and supportive adult day program for adults with intellectual and developmental disabilities.
    • Adult Day Programs for Individuals with Intellectual and Developmental Disabilities
      Operates the LEAF Program, an engaging and supportive Adult Day Program for adults with intellectual and developmental disabilities.
  • Residential Support for IDD Adults 2 activities
    • Community Living Programs for Individuals with Intellectual and Developmental Disabilities
      Provides community living supports including group homes, IDLA, HCBS, and attendant and respite care for individuals with intellectual and developmental disabilities.
    • Community Living Supports
      Provides community living supports including group homes, IDLA, HCBS, and attendant and respite care for individuals with intellectual and developmental disabilities.
  • Supported Employment for People with Disabilities 2 activities
    • Competitive Integrated Employment Support (SEEDS Program)
      Provides one-on-one supports to help individuals with intellectual and developmental disabilities find and maintain competitive integrated employment.
    • Employment Services for Individuals with Intellectual and Developmental Disabilities
      Provides one-on-one supports through the SEEDS Program to help individuals with intellectual and developmental disabilities find and maintain competitive integrated employment.
  • Adaptive Outdoor Recreation Programs 1 activity
    • Youth Programs for Individuals with Intellectual and Developmental Disabilities
      Runs Tree Fort!, an after-school, school break, and summer program for youth aged 14 and older with intellectual and developmental disabilities.
  • Uncategorized 1 activity
    • Youth Programs (Tree Fort!)
      Runs Tree Fort!, an after-school, school break, and summer program for youth aged 14 and older with intellectual and developmental disabilities.
financials · form 990 · fy2021
revenue
Total revenue$15.46M
Contributions & grants$2.88M19%
Program service revenue$12.39M80%
Investment income$193K1%
Other revenue$5K
expenses
Total expenses$14.56M
Program expenses90%
Admin / overhead10%
Fundraising0%
Salaries & benefits$11.58M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$8.58M
Cash$1.93M
Investments$2.80M
Liabilities$2.07M
Net assets$6.51M
Liquid reserves3.9 mo
2 years on record · 2020–2021 · YoY revenue +12.9%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 2
NameTitleHours/wkCompensation
KELLI O'TOOLE President & CEO 40 $187K
RACHEL JOHNSON CFO 40 $97K
board members · 9
  • ANN MONAHAN — Director
  • BERNADETTE SMITH — Treasurer
  • Eileen Patton — Director
  • Emily Taylor — Director
  • Erika McBride — Director
  • Erna Dubravic — Director
  • Gregory Puckett — Director
  • JERRY STABLEY — Vice Chair
  • NATALIE MARSH — CHAIRMAN
relationships · 1

who they work with

  • Fry’s Community Rewards Program Partner — Partner organization through which supporters can designate The Opportunity Tree as their charity of choice to receive funding.