Coalicion Fortaleza

Nonprofit profile at a glance

EIN
861300961
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2021
Location
Medford, OR, USA
Phone
5412365605
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Disaster Preparedness and Relief Services

Official website

Reported finances

Revenue
$1,545,160
Expenses
$563,916
Assets
$1,844,510
Liabilities
$582

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

Leadership & pay

4 people listed

Executive titles in this filing

  • LEDESMA ERICA (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LEDESMA ERICA (EXECUTIVE DIRECTOR): $81,100 total reported compensation

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

Overview

Mission

Our mission is to see our latinx & indigenous community of the rogue valley thrive. We work towards a future where the latinx and indigenous families in our community can actualize our collective power to shape our destiny and create our own solutions

What it reported doing in 2024

In 2024, we advanced neighborhood preservation, leadership, placemaking, and community ownership through advocacy, cultural organizing, and education. We supported the development of two housing projects helping 90 families secure stable housing. We provided financial education, supported micro-entrepreneurs, and engaged community members who participate in and volunteer for our programs, all in service of our mission to help latinx and indigenous families in the rogue valley thrive.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% 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 - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 53
  • Transparency & Controls: 86
  • Accountability: 79
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.9%; rating input score 30
  • Program expense ratio: 80.9%; rating input score 81
  • Fundraising efficiency: $67.94 raised per $1 spent on fundraising; rating input score 82; 82nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 12th 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 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • 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: 63.5%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 3.27; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 81; 81st percentile among comparable filings
  • Officer compensation ratio: 14.4%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: 47.5% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 40.2% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 63.7% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 29.9% of revenue deployed · 80.9% of spending went to programs
  • Governance: 4 of 4 board members independent · 4 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $456K in reported program spending
  • Leadership: top reported pay $81K · 4 people listed
  • Consistency: 31 of 31 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 3 filing years from 2022 to 2024
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 30/100.
  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Sustainability: Officer compensation ratio scored 24/100.