THE OPPORTUNITY TREE (EIN 860180419) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

KELLI O'TOOLE

Phone

6029576341

Tax Period

2022-07-01 to 2023-06-30

THE OPPORTUNITY TREE, founded in 1962, is a mid-sized nonprofit in the Human Services sector that reported $17.6M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $16.2M left a modest 8% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,522,921

Program Service Revenue $13,038,283

Investment Income $85,228

Other Revenue $2,047

TOTAL REVENUE $17,648,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,679,550

Fundraising Expenses $0

Program Expenses $14,240,016

Other Expenses $3,494,182

TOTAL EXPENSES $16,173,732

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,648,479	$15,459,109	+0.1%
Expenses	$16,173,732	$14,561,105	+0.1%
Net Income	$1,474,747	$898,004	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

453

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$286,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI O'TOOLE	President & CEO	40.00	Officer	$180,000	$0	$180,000
RACHEL JOHNSON	CFO	40.00	Officer	$106,934	$0	$106,934
Erika McBride	Director	0.25	Director	$0	$0	$0
NATALIE MARSH	CHAIRMAN	0.25	Director	$0	$0	$0
JERRY STABLEY	Director	0.25	Director	$0	$0	$0
BERNADETTE SMITH	Director	0.25	Director	$0	$0	$0
Ben Wallace	Director	0.25	Director	$0	$0	$0
ANN MONAHAN	Director	0.25	Director	$0	$0	$0
George Sarkis	Director	0.25	Director	$0	$0	$0
Bob Silver	Director	0.25	Director	$0	$0	$0
Gregory Puckett	Vice Chair	0.25	Director	$0	$0	$0
Erna Dubravic	Secretary/Treas	0.25	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$17,648,479	$16,173,732	$10,028,426	$1,474,747
2022	$15,459,109	$14,561,105	$8,578,567	$898,004
2021	$13,694,867	$14,053,396	$8,451,823	$-358,529
2020	$13,886,304	$13,794,735	$9,209,550	$91,569
2019	$13,305,200	$13,285,934	$7,411,732	$19,266

THE OPPORTUNITY TREE