American Planning Association Oregon Chapter
Nonprofit profile at a glance
- EIN
- 936090901
- IRS 990 coverage
- 2015–2015
- Forms available
- Form 990 2015
- Location
- Portland, OR, USA
- Phone
- 5036268197
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $219,998
- Expenses
- $206,421
- Assets
- $98,098
- Liabilities
- $7,786
Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- BRIAN CAMPBELL (Past-President)
- JASON FRANKLIN (President)
- TAMRA MABBOTT (Vice President)
- JEANNINE RUSTAD (President-Elect)
People named in this filing
- BRIAN CAMPBELL (Past-President)
- JASON FRANKLIN (President)
- ANN PYTYNIA (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the art and science of planning in Oregon, help planning professionals in their profession, advance the practice of planning, emphasize the importance of achieving the final vision/goal over mere procedure, protect Oregon's natural environment, improve the built environment, foster social and environmental equity, and advocate for every citizen's opportunity to participate.
What it reported doing in 2015
Conferences, meetings, self-study courses, other activities - to provide education, facilitate exchange of information regarding current planning issues, and promote planning principles
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 100
- Accountability: 82
- Sustainability: 48
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.4%; rating input score 88
- Program expense ratio: 94.2%; rating input score 94
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 6.2%; rating input score 58; 58th percentile among comparable filings
- Total-asset coverage ratio: 0.48; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 73; 73rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 88.4% of revenue deployed · 94.2% of spending went to programs
- Governance: 13 of 13 board members independent · 4 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $194K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 21 of 21 current checks pass
- Schedules: 6 filed schedules · includes major donors
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Accountability: Governance controls: 3 of 7 not reported.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- Review — Sustainability: Operating margin scored 58/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.