The Opportunity Tree
Arizona
Registered In
09/28/1962
Incorp. Date
Company Summary
The Opportunity Tree at 3146 E Windsor Ave, Phoenix, Az 85008 lists Kelli O'toole and Natalie Marsh of Phoenix, AZ as associates.
Overview
Registered In
Arizona
Incorporation Date
Company Type
Domestic Nonprofit Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Capitol Corporate Services Inc
Registered Agent
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3146 E WINDSOR AVENUE NULL, PHOENIX, AZ 85008
(View Past Addresses)
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Kelli O'toole
CEO (Chief Executive Officer)
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Natalie Marsh
Chairman of the Board of Directors
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Gregory Puckett
Vice President
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Ann Monahan
Director
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Erika Mcbride
Director
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Bernadette Smith
Director
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3146 E WINDSON AVE, PHOENIX, AZ 85008
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Ben Wallace
Director
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Bob Silver
Director
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Jerry Stabley
Director
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
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Showing 10 of 18 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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3146 E WINDSOR AVE, PHOENIX, AZ 85008
View Map
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Financials
Financial Information for The Opportunity Tree
Form 5500
THE OPPORTUNITY TREE
3146 East Windsor Avenue, Phoenix, Az 85008 (602) 957-6341 EIN:86-0180419 Plan Admin:Rachel Johnson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTHE OPPORTUNITY TREE 401(K) PLAN Plan #001 Participants BOY/EOY198 / 243 Assets BOY/EOY$691,975 / $773,376 | 2022 | THE OPPORTUNITY TREE 401(K) PLAN - Plan #001 | 198 / 243 | $691,975 / $773,376 |
| 2022 | Plan NameTHE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY376 / 0 Assets BOY/EOY$0 / $0 | 2022 | THE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN - Plan #501 | 376 / 0 | $0 / $0 |
| 2021 | Plan NameTHE OPPORTUNITY TREE 401(K) PLAN Plan #001 Participants BOY/EOY370 / 295 Assets BOY/EOY$904,191 / $691,975 | 2021 | THE OPPORTUNITY TREE 401(K) PLAN - Plan #001 | 370 / 295 | $904,191 / $691,975 |
| 2020 | Plan NameTHE OPPORTUNITY TREE 401(K) PLAN Plan #001 Participants BOY/EOY299 / 276 Assets BOY/EOY$705,228 / $904,191 | 2020 | THE OPPORTUNITY TREE 401(K) PLAN - Plan #001 | 299 / 276 | $705,228 / $904,191 |
| 2020 | Plan NameTHE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY347 / 0 Assets BOY/EOY$0 / $0 | 2020 | THE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN - Plan #501 | 347 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
Form 990
THE OPPORTUNITY TREE
3146 E Windsor Ave, Phoenix, Az 85008-1135 EIN:86-0180419 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps525 Contributions$2,876,555 Revenue$15,459,109 Expenses$14,561,105 Assets EOY$8,578,567 Liabilities$2,069,176 | 2022 | 525 | $2,876,555 | $15,459,109 | $14,561,105 | $8,578,567 | $2,069,176 |
| 2021 | # of Emps528 Contributions$775,731 Revenue$13,694,867 Expenses$14,053,396 Assets EOY$8,451,823 Liabilities$2,298,210 | 2021 | 528 | $775,731 | $13,694,867 | $14,053,396 | $8,451,823 | $2,298,210 |
| 2020 | # of Emps558 Contributions$192,588 Revenue$13,886,304 Expenses$13,794,735 Assets EOY$9,209,550 Liabilities$2,922,872 | 2020 | 558 | $192,588 | $13,886,304 | $13,794,735 | $9,209,550 | $2,922,872 |
| 2019 | # of Emps604 Contributions$213,284 Revenue$13,305,200 Expenses$13,285,934 Assets EOY$7,411,732 Liabilities$1,262,585 | 2019 | 604 | $213,284 | $13,305,200 | $13,285,934 | $7,411,732 | $1,262,585 |
| 2018 | # of Emps544 Contributions$76,889 Revenue$13,122,788 Expenses$12,532,233 Assets EOY$7,128,605 Liabilities$1,135,039 | 2018 | 544 | $76,889 | $13,122,788 | $12,532,233 | $7,128,605 | $1,135,039 |
Tax Returns based on Form 990 & 990N.
PPP Loans
THE OPPORTUNITY TREE
3146 E Windsor Ave, Phoenix, Az 85008 Industry:Residential Mental Health and Substance Abuse Facilities Race:White| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$1,585,790 Forgiven$1,604,180 LenderJPMorgan Chase Bank, National Association Jobs463 | 05/01/2020 | $1,585,790 | $1,604,180 | JPMorgan Chase Bank, National Association | 463 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration • Internal Revenue Service
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