2024-05-10T16:26:14-07:00 2023-06-30 860130568 Tull Forsberg & Olson PLC 5225 N Central Ave Suite 220 Phoenix AZ 85012 990 2022-07-01 860180419 THE OPPORTUNITY TREE OPPO 6029576341 3146 E WINDSOR PHOENIX AZ 85008 NATALIE MARSH CHAIRMAN 2024-05-10 true NATALIE MARSH 999009999 true LYNN C OLSON P00154155 6022775447 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z KELLI O'TOOLE 3146 E WINDSOR PHOENIX AZ 850081135 17692221 false X WWW.AZAFH.ORG X 1962 AZ 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. 10 10 453 3 0 2876555 4522921 12385191 13038283 192856 85228 4507 2047 15459109 17648479 0 0 11580660 12679550 0 0 2980445 3494182 14561105 16173732 898004 1474747 8578567 10028426 2069176 1892176 6509391 8136250 X 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. false false 10318934 9073530 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 71 INDIVIDUALS WERE PROVIDED A VARIETY OF RESIDENTIAL, HOME, AND COMMUNITY BASED SERVICES IN FY 2023. 2647699 2208750 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 190 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2023. 985142 801314 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 92 INDIVIDUALS WERE WORKING AND RECEIVING PAYCHECKS IN FY 2023. 288241 815963 14240016 true true false false false false false false false false true true false true true false true false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false true 46 0 true 453 true false false true true false false false false 0 false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false X THE OPPORTUNITY TREE 6029576341 3146 E WINDSOR PHOENIX AZ 850081135 KELLI O'TOOLE President & CEO 40.00 0.00 X 180000 0 0 RACHEL JOHNSON CFO 40.00 0.00 X 106934 0 0 Erika McBride Director 0.25 0.00 X 0 0 0 NATALIE MARSH CHAIRMAN 0.25 0.00 X 0 0 0 JERRY STABLEY Director 0.25 0.00 X 0 0 0 BERNADETTE SMITH Director 0.25 0.00 X 0 0 0 Ben Wallace Director 0.25 0.00 X 0 0 0 ANN MONAHAN Director 0.25 0.00 X 0 0 0 George Sarkis Director 0.25 0.00 X 0 0 0 Bob Silver Director 0.25 0.00 X 0 0 0 Gregory Puckett Vice Chair 0.25 0.00 X 0 0 0 Erna Dubravic Secretary/Treas 0.25 0.00 X X 0 0 0 286934 2 false true false 0 4447294 75627 54600 4522921 DAY TREATMENT 624100 2208750 2208750 EMPLOYMENT SRVCS. 624310 801314 801314 PRODUCTION 624310 138726 138726 RESIDENTIAL/HABILITATION 623990 9073530 9073530 TRANS. SERVICES 480000 815963 815963 13038283 64721 64721 0 0 0 64249 43742 20507 20507 20507 0 0 0 MISC INCOME 900099 2047 2047 2047 17648479 13125558 0 0 0 0 286934 264332 22602 0 9008032 8298469 709563 0 2702662 2471918 230744 681922 623702 58220 0 6356 822 5534 28950 3742 25208 0 0 22343 22343 433149 55988 377161 0 0 0 0 613771 596951 16820 483879 479262 4617 0 0 9100 9100 0 321629 289379 32250 97881 95199 2682 PROGRAM SUPPLIES INCL FOOD 687272 477400 209872 BUILDING REPAIRS 240518 233927 6591 UTILITIES 203687 198105 5582 FURN. REPAIR & MAINTENANCE 134974 33279 101695 210673 117541 93132 16173732 14240016 1933716 0 1550075 1013526 376741 776553 0 1439826 2769249 0 0 0 0 21207 54696 4394667 3035965 1435642 1358702 0 2801223 3016167 0 0 953853 1039533 8578567 10028426 395533 296884 809362 694967 864281 900325 2069176 1892176 X 6509391 8136250 6509391 8136250 8578567 10028426 1474747 152112 X false true X true false X 13205102 13771886 13429824 13675955 15897920 69980687 0 0 13205102 13771886 13429824 13675955 15897920 69980687 0 69980687 76787 71185 56352 78224 64721 347269 0 14757 10253 18251 4507 2047 49815 70377771 0.99440 0.99370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102452 102452 2503053 2058128 444925 1090482 588933 501549 698680 388904 309776 1358702 3016167 ADV DEPOSITS 162797 RIGHT OF USE ASSETS 876736 1039533 LEASE LIABILITY 900325 900325 17778248 152112 152112 17626136 22343 22343 17648479 16151389 16151389 22343 22343 16173732 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 X X false false false false false false false false false KELLI O'TOOLE President & CEO 180000 180000 Part III, Additional Information 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. X 1 54600 FAIR MARKET false false false 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. 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.