Nonprofit · EIN 86-0180419
THE OPPORTUNITY TREE
Tax-exempt · PHOENIX, AZ 85008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,709,856 | $16,334,647 | $375,209 | $10,139,739 | $1,492,350 | $8,647,389 |
| June 30, 2024 | 990 | $16,528,129 | $16,820,163 | -$292,034 | $10,111,002 | $2,023,060 | $8,087,942 |
| June 30, 2023 | 990 | $17,648,479 | $16,173,732 | $1,474,747 | $10,028,426 | $1,892,176 | $8,136,250 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,624,341
- of which government grants
- $1,220,156
- Program service revenue
- $14,798,616
- Investment income
- $184,095
- Net gain from sales of assets
- $55,357
- Net income from fundraising events
- -$24,423
- Other revenue
- $102,804
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $458,938
- Other salaries and wages
- $10,483,734
- Salaries, compensation and benefits (total)
- $12,939,746
- Professional fundraising fees
- $0
- Legal fees
- $1,510
- Accounting fees
- $60,807
- Occupancy
- $1,413,977
- Travel
- $516,132
- Depreciation
- $527,264
- Program services (functional)
- $14,600,235
- Management and general (functional)
- $1,430,023
- Fundraising (functional)
- $304,389
Balance sheet and other
- Total assets, start of year
- $10,111,002
- Total assets, end of year
- $10,139,739
- Total liabilities, end of year
- $1,492,350
- Net assets, end of year
- $8,647,389
- Land, buildings and equipment
- $2,337,743
- Net assets without donor restrictions
- $8,647,389
- Gross receipts
- $17,115,597
- Employees
- 448
- Volunteers
- 3
- Year formed
- 1962
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLI O'TOOLE | PRESIDENT & CEO Officer | 40 | $180,000 | $13,157 |
| RACHEL JOHNSON | CFO Officer | 40 | $122,070 | $13,131 |
| NEAL HALLIHAN | COO Officer | 40 | $126,016 | $567 |
| ERIKA MCBRIDE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| NATALIE MARSH | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| ERNA DUBRAVIC | TREASURER/SEC Trustee or director, Officer | 0.25 | $0 | $0 |
| LAURA HALES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| BEN WALLACE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| GREGORY PUCKETT | VICE CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| ADAM ARTAR | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JAMES GREEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| GEORGE SARKIS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DEMETRIA THEMISTOCLES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| YZMIRA ANDUJO | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| BOB SILVER | PAST CHAIR Trustee or director | 0.25 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF EVERS | DIRECTOR Trustee or director | 0.25 | $0 |
| JO ELLEN MCNAMARA | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLI O'TOOLE | President & CEO Officer | 40 | $186,286 | $13,157 |
| RACHEL JOHNSON | CFO Officer | 40 | $110,440 | $13,131 |
| NEAL HALLIHAN | COO Officer | 40 | $102,801 | $5,477 |
| Erika McBride | Director Trustee or director | 0.25 | $0 | $0 |
| NATALIE MARSH | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| JERRY STABLEY | Director Trustee or director | 0.25 | $0 | $0 |
| BERNADETTE SMITH | Director Trustee or director | 0.25 | $0 | $0 |
| Ben Wallace | Director Trustee or director | 0.25 | $0 | $0 |
| ANN MONAHAN | Director Trustee or director | 0.25 | $0 | $0 |
| George Sarkis | Director Trustee or director | 0.25 | $0 | $0 |
| Demetria Themistocles | Director Trustee or director | 0.25 | $0 | $0 |
| Gregory Puckett | Vice Chairman Trustee or director, Officer | 0.25 | $0 | $0 |
| Erna Dubravic | Treasurer/Sec Trustee or director, Officer | 0.25 | $0 | $0 |
| Jeff Evers | Director Trustee or director | 0.25 | $0 | $0 |
| Bob Silver | Past Chair Trustee or director | 0.25 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLI O'TOOLE | President & CEO Officer | 40 | $180,000 |
| RACHEL JOHNSON | CFO Officer | 40 | $106,934 |
| Erika McBride | Director Trustee or director | 0.25 | $0 |
| NATALIE MARSH | CHAIRMAN Trustee or director | 0.25 | $0 |
| JERRY STABLEY | Director Trustee or director | 0.25 | $0 |
| BERNADETTE SMITH | Director Trustee or director | 0.25 | $0 |
| Ben Wallace | Director Trustee or director | 0.25 | $0 |
| ANN MONAHAN | Director Trustee or director | 0.25 | $0 |
| George Sarkis | Director Trustee or director | 0.25 | $0 |
| Bob Silver | Director Trustee or director | 0.25 | $0 |
| Gregory Puckett | Vice Chair Trustee or director | 0.25 | $0 |
| Erna Dubravic | Secretary/Treas Trustee or director, Officer | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3146 E WINDSOR AVE, PHOENIX, AZ 85008-1135
- Signed the 990
- GREGORY PUCKETT, VICE CHAIRMAN
- Phone
- (602) 957-6341
- Website
- WWW.AZAFH.ORG
- Return prepared by
- TULL FORSBERG & OLSON PLC
Mission
SEE SCHEDULE O
Program accomplishments
- THE 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 88 INDIVIDUALS WERE PROVIDED A VARIETY OF RESIDENTIAL, HOME, AND COMMUNITY BASED SERVICES IN FISCAL YEAR 2025.Expenses $10,312,643 · revenue $10,421,394
- 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 156 INDIVIDUALS WERE PROVIDED DAY TREATMENT SERVICES IN FISCAL YEAR 2025.Expenses $3,488,411 · revenue $3,660,075
- THE OPPORTUNITY TREE PROVIDES DIFFERENT LEVELS OF SERVICE ALONG THE CONTINUUM FROM WORK ADJUSTMENT TO COMPETITIVE EMPLOYMENT. 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 10 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FISCAL YEAR 2025.Expenses $571,117 · revenue $697,898
- 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 113 INDIVIDUALS WERE PROVIDED TRANSPORTATION SERVICES IN FY 2025Expenses $228,064 · revenue $19,249
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0180419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P8XZ)
- Assets (IRS master file)
- $10,139,739
- Income (IRS master file)
- $17,115,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,709,856 | $16,334,647 | $10,139,739 | IRS |
| 990 | June 2024 | $16,528,129 | $16,820,163 | $10,111,002 | IRS |
| 990 | June 2023 | $17,648,479 | $16,173,732 | $10,028,426 | XML |
| 990 | June 2022 | $15,459,109 | $14,561,105 | $8,578,567 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0180419).
Questions about THE OPPORTUNITY TREE
- What is the EIN of THE OPPORTUNITY TREE?
- The employer identification number (EIN) of THE OPPORTUNITY TREE is 86-0180419.
- Is THE OPPORTUNITY TREE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to THE OPPORTUNITY TREE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE OPPORTUNITY TREE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE OPPORTUNITY TREE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE OPPORTUNITY TREE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of THE OPPORTUNITY TREE?
- The 990 for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $180,000 (KELLI O'TOOLE, PRESIDENT & CEO).
- How much revenue does THE OPPORTUNITY TREE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,709,856, expenses of $16,334,647 and total assets of $10,139,739 at year end.
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