Branch Services

Nonprofit profile at a glance

EIN
921280061
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-N 2022
Location
Portola Valley, CA, USA
Phone
6505922126
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$3,930,134
Expenses
$2,385,006
Assets
$2,614,894
Liabilities
$471,183

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

Leadership & pay

7 people listed

Executive titles in this filing

  • BRENDA BACHECHI (EXECUTIVE DIRECTOR)

Highest reported compensation

  • BRENDA BACHECHI (EXECUTIVE DIRECTOR): $246,733 total reported compensation

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

Overview

Mission

Branch services promotes the dignity and respect of all people with disabilities. By raising expectations of and for our participants, we support them in becoming more self determined individuals, improving the quality of their lives.

What it reported doing in 2024

Our programs create opportunities for our members to develop independent choice skills and facilitate successful integration with their communities.community livingbranch services provides our clients with independent living skills within a community environment that supports their choice of residence. Branch services assists participants in developing a daily schedule that addresses healthy routines, personal hygiene, household maintenance, and enjoyable leisure activities at home. Branch services provides the support needed for individuals to achieve their goals as they work towards living independently.social activitiessocial interaction is important for leading healthy lives. Branch services fosters a wide range of opportunities for small and larger group social engagement. Branch service's staff offers support for participants to host social activities and to identify and plan social outings. Participants are encouraged to enroll in community-based events and classes and support is provided as needed for successful engagement.health & wellnesshealth and wellness, both physical and mental, are a foundation of the branch services model. Branch services provides targeted support from specialists in nutrition, counseling, mental health, and personal training.employment supportbranch services assists participants in identifying local internship and employment opportunities. Matching individuals with their areas of interest, branch services recruits vocational and employment partners, then provides job coaching and job support so that individuals have successful intern and work experiences allowing them to master new skills and gain confidence.educational supportbranch services encourages participants to be lifelong learners and explore their interests. Individuals are provided the support to investigate potential educational programs, enroll and attend classes, and receive tutoring as needed to successfully engage with the material.culinary skillsbranch services has a growing culinary department. We provide and encourage 1:1 consults with a nutritionist to develop individual meal plans and grocery lists. We offer instruction in meal preparation both individually and in small groups in order to master cooking skills needed for independence. Branch services also encourages participants to apply their culinary skills in a service business such as micro kitchens, catering and operating a cafe.art & musicbranch services provides participants with the opportunity to take a variety of art and music courses in their local community and receive more targeted 1:1 instruction as requested. Branch services encourages participants to showcase their creative skills at community events.

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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 65
  • Accountability: 69
  • Sustainability: 62
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.7%; rating input score 61
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • 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: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 39.3%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 1.1; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 10.3%; rating input score 29; 29th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 60.7% of revenue deployed · 100% of spending went to programs
  • Governance: 7 of 7 board members independent · 2 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2.4M in reported program spending
  • Leadership: top reported pay $247K · 7 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 29/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.