The Opportunity Tree
The Opportunity Tree reported $16.7 million in revenue and $16.3 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $89.38 went to program services, $8.76 to management and general costs and $1.86 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 88.6% of the total. Government grants made up 7.3%. The highest compensation it reported for one person was $193,157 (PRESIDENT & CEO). 3 people received more than $100,000 in reportable compensation. Revenue rose 20% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $16MFor context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $17MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 89.4% | 87.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 8.8% | 11.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 1.9% | 0.2% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.19 | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 9.7% | 20.6% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 7.3% | 2.4% |
| Program service revenue share Part VIII 2g ÷ 12 | 88.6% | 70.8% |
| Highest reported compensation Part VII-A, columns D–F | $193,157 | $274,992 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.18% | 1.18% |
| People paid over $100,000 Part VII, line 2 | 3 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 6.4 | 6.9 |
| Independent voting board members Part VI 1a–1b | 14 of 14 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseThe Opportunity Tree provides residential/habilitation through the operation of group homes/apartments for adults with disabilities, support to individuals in a variety of living situations and support to individuals living independently. Approximately 88 individuals were provided a variety of residential, home, and community based services in fiscal year 2025
The Opportunity Tree provides day treatment for adults through socialization, training, activities, volunteer opportunities, work orientation training, and, as appropriate, counseling. This service promotes skills development in independent living, self-care, safety, communications, work skills, social relationships, hobbies, and retirement programs. Approximately 156 individuals were provided day treatment services in fiscal year 2025
The Opportunity Tree provides different levels of service along the continuum from work adjustment to competitive employment. Under the individuals supported employment component, the Opportunity Tree provides job development, job placement, and job supervision with ongoing follow-up for each individual in order to facilitate success in competitive employment. Approximately 10 individuals were working and receiving paychecks in fiscal year 2025
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| PRESIDENT & CEO Officer, 40.00 hrs/week | $180,000 | $0 | $13,157 | $193,157 |
| CFO Officer, 40.00 hrs/week | $122,070 | $0 | $13,131 | $135,201 |
| COO Officer, 40.00 hrs/week | $126,016 | $0 | $567 | $126,583 |
3 people received more than $100,000 in reportable compensation from The Opportunity Tree (Part VII, line 2). Compensation of current officers, directors and key employees totaled $459K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b14 · 14 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5448
- Volunteers Part I, line 63
Private foundation grants it received
5 private foundations reported grants to The Opportunity Tree totaling $8,976 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from The Opportunity Tree's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Opportunity Tree, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 The Opportunity Tree spent in FY2025, $89.38 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Cornerstone Assisted LivingSt Louis, MO · revenue $17M · programs 78.6% · FY2025
- Children's Home FoundationSioux Falls, SD · revenue $17M · programs 79.9% · FY2025
- Ohio Heartland Community ActionMarion, OH · revenue $17M · programs 91.4% · FY2025
- Blair Senior ServicesAltoona, PA · revenue $17M · programs 86.3% · FY2025
- Gads Hill CenterChicago, IL · revenue $17M · programs 96.3% · FY2025
Questions people ask
How much of The Opportunity Tree's spending goes to programs?
In the fiscal year ending June 30, 2025, The Opportunity Tree reported that 89.4% of its $16.3 million in expenses went to program services, 8.8% to management and general and 1.9% to fundraising (Form 990, Part IX).
How much does The Opportunity Tree pay its top executive?
The largest total compensation The Opportunity Tree reported for one person in the fiscal year ending June 30, 2025 was $193,157, for the role of PRESIDENT & CEO (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Opportunity Tree get its money?
Of $16.7 million in revenue in the fiscal year ending June 30, 2025, 9.7% came from contributions and grants (including 7.3% from government grants) and 88.6% from program service revenue (Form 990, Part VIII).
Is The Opportunity Tree a registered charity?
The IRS lists EIN 86-0180419 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202631359349314778 · read the filing
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202531359349305033 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202401319349305360 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202341369349300404 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202201309349304315 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202141299349300714 · read the filing
All filings for EIN 86-0180419: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.