P — Human 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$17,648,479↑14%$16,173,732↑11%$10,028,426↑17%
2022$15,459,109↑13%$14,561,105↑4%$8,578,567↑1%
2021$13,694,867↓1%$14,053,396↑2%$8,451,823↓8%
2020$13,886,304↑4%$13,794,735↑4%$9,209,550↑24%
2019$13,305,200↑1%$13,285,934↑6%$7,411,732↑4%
2018$13,122,788↑9%$12,532,233↑5%$7,128,605↑22%
2017$12,011,989↑9%$11,952,302↑8%$5,833,787↑5%
2016$11,053,247$11,084,251↑3%$5,560,647↓1%
2015$11,019,654↑6%$10,789,039↑7%$5,643,111↑4%
2014$10,403,314↑11%$10,051,201↑10%$5,413,686↑10%
2013$9,382,237↑13%$9,133,123↑9%$4,923,465↑5%
2012$8,325,741↑1%$8,408,261↑6%$4,690,882↓2%
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 $16.7M in annual revenue and holds $10.1M in total assets, based on IRS filings.

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