PHuman ServicesEIN: 860180419· Ruling Year: 1963

The Opportunity Tree

Phoenix, Arizona

AHealth Score
89A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 15 peers in Human Services with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.50×
Peer Median7.39×
💰
$17.6M
Total Revenue
📊
$16.2M
Total Expenses
🏦
$8.1M
Net Assets
📋
$1.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.2%
Year-over-year change (2022 → 2023)
Net Margin
+8.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.50
Net assets divided by total expenses
Liabilities-to-Assets
18.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$17,648,47914%$16,173,73211%$10,028,42617%
2022$15,459,10913%$14,561,1054%$8,578,5671%
2021$13,694,8671%$14,053,3962%$8,451,8238%
2020$13,886,3044%$13,794,7354%$9,209,55024%
2019$13,305,2001%$13,285,9346%$7,411,7324%
2018$13,122,7889%$12,532,2335%$7,128,60522%
2017$12,011,9899%$11,952,3028%$5,833,7875%
2016$11,053,247$11,084,2513%$5,560,6471%
2015$11,019,6546%$10,789,0397%$5,643,1114%
2014$10,403,31411%$10,051,20110%$5,413,68610%
2013$9,382,23713%$9,133,1239%$4,923,4655%
2012$8,325,7411%$8,408,2616%$4,690,8822%
2011$8,260,049$7,967,223$4,791,753

Frequently Asked Questions

What does The Opportunity Tree do?

The Opportunity Tree is a human services nonprofit organization based in Arizona. It is classified under NTEE code P8XZ and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Opportunity Tree financially healthy?

Based on our 9-metric Financial Health Score model, The Opportunity Tree has a score of 89/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Opportunity Tree generate?

The Opportunity Tree reports $16.5M in annual revenue and holds $10.1M in total assets, based on IRS filings.

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