Charitable Adult Rides & Services

Nonprofit profile at a glance

EIN
274327126
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-N 2010
Location
San Diego, CA, USA
Phone
8583002902
Rating
80
Verdict
STRONG
Rating confidence
Standard
Sector
Transportation Assistance
Affiliation
Judaism

Reported finances

Revenue
$21,220,852
Expenses
$19,945,157
Assets
$13,049,071
Liabilities
$5,998,070

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

Leadership & pay

19 people listed

Executive titles in this filing

  • HOWARD A PEARL (CHIEF EXECUTIVE OFFICER)
  • MICHAEL HOPKINS (CO-CHAIRMAN/JFS CEO)

Highest reported compensation

  • HOWARD A PEARL (CHIEF EXECUTIVE OFFICER): $656,056 total reported compensation
  • MICHAEL HOPKINS (CO-CHAIRMAN/JFS CEO): $621,910 total reported compensation
  • MARK CLAUSON (CHIEF TECHNOLOGY OFFICER): $293,415 total reported compensation

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

Overview

Mission

The organization's mission is (1) to serve the transportation needs of older adults who are unable to drive in the san diego area, (2) to support the activities of jewish family service of san diego (jfssd), a California nonprofit public benefit corporation, including making cash grants to jfssd, (3) to promote philanthropy and charitable giving in support of various causes, including those of the organization, all of which are funded through donations of cash, vehicles, real estate and other property, public and private grants and all other direct and indirect sources of revenue and (4) provide transportation coordination services to other charitable organizations needing assistance in getting their individual constituents from point a to b by offering high-touch transportation solutions, including call center services, for individuals that have mobility restrictions or limited transportation options.

What it reported doing in 2024

Otg transport solutions is a nationwide program that provides rider-focused transportation solutions for charitable and government organizations. The program assists nonprofit and public sector partners in arranging transportation for their constituents many of whom face mobility challenges or have limited access to reliable transportation. Services include high-touch trip coordination, real-time ride tracking, and dedicated call center support to ensure a seamless experience for riders.on the go is a transportation solution for older adults in the san diego area operated under a memorandum of understanding with jewish family service of san diego. On the go has the following components:(1) rides & smiles - individual transportation by volunteer drivers to necessary medical and personal appointments.(2) on the go shuttles - group transportation to shopping and dining destinations and to jewish family service of san diego older adult centers.(3) on the go excursions - group transportation to organized activities and community events.(4) taxi scrip - for transportation requests that cannot be fulfilled with on the go drivers and/or vehicles.

Operating model

Revenue model
Earned-program. 88% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 83% 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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 96
  • Accountability: 95
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.9%; rating input score 66
  • Program expense ratio: 75.6%; rating input score 76
  • Fundraising efficiency: $0.26 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • 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: Yes; rating input score 100

Accountability

  • Independent voting board: 91.7%; rating input score 92; 24th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.65; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.46; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 9.4%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: 15.4% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 15.6% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: 17.8% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 65.9% of revenue deployed · 75.6% of spending went to programs
  • Governance: 11 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $15.1M in reported program spending
  • Leadership: top reported pay $656K · 19 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $4.7M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • 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 — Financial Efficiency: Fundraising efficiency scored 1/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.