The Opportunity Tree
Standards For Charity Accountability
Governance
-
Board Oversight
-
Board Size
-
Board Meetings
-
Board Compensation
-
Conflict of Interest
Measuring Effectiveness
-
Effectiveness Policy
-
Effectiveness Report
Finances
-
Program Expenses
-
Fundraising Expenses
-
Accumulating Funds
-
Audit Report
-
Detailed Expense Breakdown
-
Accurate Expense Reporting
-
Budget Plan
Fundraising & Info
-
Truthful Materials
-
Annual Report
-
Website Disclosures
-
Donor Privacy
-
Cause Marketing Disclosures
-
Complaints
The Opportunity Tree does not meet the following 3 Standards for Charity Accountability:
Standard 13 (Accuracy of Expenses in Financial Statements)
Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.
The Opportunity Tree does not meet this standard because:
Organization does not report fundraising expenses.
Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.
The Opportunity Tree does not meet this standard because:
Organization does not produce an annual report.
Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.
The Opportunity Tree does not meet this standard because:
Organization does not have their Form 990 posted to their website.
The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 9, 11
The Opportunity Tree meets the remaining 15 Standards for Charity Accountability.
Stated Purpose:
To provide quality individualized supports to people with intellectual & developmental disabilities in dynamic & innovative environments.
Year, State Incorporated:
1962, AZ
The Opportunity Tree is a nonprofit 501(c)(3) organization that provides services for adults and youth with intellectual and developmental disabilities across Arizona.
We provide Employment Services, Life Enrichment & Fulfillment (DTA) programs, youth after-school & break programs, and Community Living (Group Home) services.
Our impact reaches across four Arizona communities in 2 counties – Avondale, Phoenix, Casa Grande, and the City of Maricopa.
We have over 250 individuals with intellectual & developmental disabilities in our community. Over 100 of our Members are enrolled in our Employment Services program.
Over 75 of these individuals have been part of our community for over 30 years. We proudly connect over 1000 individuals with services each year.
We have over 75 Special Olympics athetes on our hometown Fireslammers team, competing in 8 sports.
Our Supported Aging program is a first-of-its-kind system designed to meaningfully enrich the lives of those with intellectual and developmental disabilities later in life.
We are proud to provide dynamic & innovative supports to our community at all stages of life.
For the year ended June 30, 2022, The Opportunity Tree's program expenses were:
Residential | $9,217,217 |
Day treatment and training | $2,192,489 |
Employment related | $731,870 |
Transportation | $487,568 |
Production | $466,679 |
Total Program Expenses | $13,095,823 |
Chief Executive
Kelli O'Toole, President/CEO
Chair of the Board
Ms. Natalie Marsh, Board Chairperson
Chair's Profession / Business Affiliation
Board Size
11
Paid Staff Size
300
Method(s) Used:
Direct mail appeals, Door-to-door solicitation, Special events, Grant proposals, Internet, Print advertisements
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on The Opportunity Tree's audited financial statements for the year ended June 30, 2022.
Source of Funds
Fees from governmental agencies | $12,122,688 |
Gain on extinguishment of debt | $1,585,790 |
Private/government grants | $758,043 |
In-kind contributions | $510,239 |
Program service revenue | $218,523 |
Realized gain (loss) on investments | $86,120 |
Interest income | $78,224 |
Private pay/other government fees | $46,405 |
Contributions: cash and other financial assets | $22,482 |
Gain on sale of property and equipment | $3,570 |
Miscellaneous income | $2,082 |
Unrealized gain (loss) on investments | $-542,225 |
Total Income | $14,891,941 |
Programs: 90% Fundraising: 0% Administrative: 10%
Total Income | $14,891,941 |
Total expenses: | $14,536,163 |
Program expenses | $13,095,823 |
Fundraising expenses | $0 |
Administrative expenses | $1,440,340 |
Other expenses | $0 |
Income in Excess of Expenses | $355,778 |
Beginning Net Assets | $6,153,613 |
Other Changes In Net Assets | $0 |
Ending Net Assets | $6,509,391 |
Total Liabilities | $2,069,176 |
Total Assets | $8,578,567 |
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.