The Opportunity Tree
Donations deductibleThe Opportunity Tree's network
10 people4 organisationsi10 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Natalie Marsh Chair | Chairman | 2019 | 7 yrs |
| Ann Monahan | Director | 2019 | 7 yrs |
| Bernadette Smith | Director | 2019 | 7 yrs |
| Bob Silver (also filed as Bob Silver) | Director | 2019 | 7 yrs |
| Ben Wallace | Director | 2023 | 3 yrs |
| Erika McBride | Director | 2021 | 5 yrs |
| Erna Dubravic | Secretary/Treas | 2021 | 5 yrs |
| George Sarkis | Director | 2023 | 3 yrs |
| Gregory Puckett | Vice Chair | 2021 | 5 yrs |
| Jerry Stabley | Director | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Kelli O'Toole | President & CEO | since 2019 |
| Rachel Johnson | CFO | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kelli O'toole | President & CEO | 40 | $180k | $13k | |
| Neal Hallihan | COO | 40 | $126k | $567 | |
| Rachel Johnson | CFO | 40 | $122k | $13k | |
| Erika McBride | Director | 0.25 | $0 | ||
| Natalie Marsh | Chairman | 0.25 | $0 | ||
| Erna Dubravic | Treasurer/Sec | 0.25 | $0 | ||
| Laura Hales | Director | 0.25 | $0 | ||
| Ben Wallace | Director | 0.25 | $0 | ||
| Gregory Puckett | Vice Chairman | 0.25 | $0 | ||
| Adam Artar | Director | 0.25 | $0 | ||
| James Green | Director | 0.25 | $0 | ||
| George Sarkis | Director | 0.25 | $0 | ||
| Demetria Themistocles | Director | 0.25 | $0 | ||
| Yzmira Andujo | Director | 0.25 | $0 | ||
| Bob Silver | Past Chair | 0.25 | $0 | ||
| Jeff Evers | Director | 0.25 | $0 | ||
| Jo Ellen McNamara | Director | 0.25 | $0 |
About
- Legal name
- The Opportunity Tree
- EIN
- 860180419
- Address
- 3146 E Windsor Ave, Phoenix, AZ, 85008-1135
- State
- Arizona
- Mission
- (as filed on the Form 990)
- Activity (NTEE)
- P8XZ Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 1962
- IRS ruling date
- 1 March 1963
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsNatalie Marsh
≥7years on the filingsAnn Monahan
≥7years on the filingsBernadette Smith
≥7years on the filingsBob Silver
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $10.1m
- Total liabilities
- $1.5m
- Net assets or fund balances
- $8.6m
- Contributions and grants received
- $1.6m
- Program service revenue
- $14.8m
- Employees
- 448
- Volunteers
- 3