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CHARITY REVIEW
Issued: September 2024 Expires: September 2026

The Opportunity Tree

Standards Not Met
Standards Not Met
13 16 17
(602) 957-6341
3146 E Windsor Ave
Phoenix, AZ, 85008-1135
http://www.azafh.com/
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. 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

% of Related Contributions on Fundraising: 0.00%

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.

RELATED CONTENT

Report completed by:
Better Business Bureau Serving the Pacific Southwest