BlueWest Opportunities Inc

Nonprofit profile at a glance

EIN
581472257
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Asheville, NC, USA
Phone
8282748368
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Autism

Reported finances

Revenue
$11,835,809
Expenses
$12,038,359
Assets
$5,924,561
Liabilities
$1,443,386

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • Tina Woody (Chief Executive Officer)
  • Bruce Murray (President)

Highest reported compensation

  • Miriam Stuart (Chief Financial Officer): $112,624 total reported compensation
  • Tammy Chandler (Chief Human Resource Officer): $112,318 total reported compensation
  • Tina Woody (Chief Executive Officer): $111,782 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

BlueWest Opportunities, Inc. provides individualized, comprehensive residential and vocational services as well as community-oriented experiences to adults with Intellectual and Developmental Disabilities and to adults with Autism Spectrum Disorder.

What it reported doing in 2024

Provided residential care and life skills education for persons with Intellectual and Development Disabilities and for persons with Autism Spectrum Disorders. 24 hours per day, 365 days per year. BlueWest Opportunities provided services and support to 65 residential clients and 30 vocational clients with Intellectual and Developmental Disabilities across 3 counties to support them in living their best lives.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 94
  • Accountability: 95
  • Sustainability: 30
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.7%; rating input score 92
  • Program expense ratio: 90.9%; rating input score 91
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.7%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.49; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 2.8%; rating input score 70; 70th percentile among comparable filings

Growth

  • Program expense growth: 18% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 16.9% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 17.4% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 91.7% of revenue deployed · 90.9% of spending went to programs
  • Governance: 6 of 6 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $10.9M in reported program spending
  • Leadership: top reported pay $113K · 9 people listed
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.