Environmental Federation of Oregon Dba EarthShare Oregon

Nonprofit profile at a glance

EIN
931001285
IRS 990 coverage
2009–2018
Forms available
Form 990 2018
Location
Portland, OR, USA
Phone
5413411380
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$473,459
Expenses
$487,964
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • PAULA COTTRELL (President)
  • ROB GUTTRIDGE (Vice President)

Highest reported compensation

  • JAN WILSON (Executive Direc): $50,918 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Earthshare Oregon connects oregonians at their workplaces with the leading environmental groups working locally in their community, statewide, and around the world.

What it reported doing in 2018

Earthshare Oregon works with staff at public and private workplaces to educate employees and donors about the environmental protection work of earthshare oregons member groups. Earthshare Oregon coordinates workplace presentations by member groups, produces and distributes materials that highlight the work of the member groups, provides staffing and presentation opportunities at workplace educational events and coordinates volunteer events and other activities that connect employees to the member groups. Throughout the year, earthshare Oregon works to expand the number of workplaces that have connections with earthshare member groups. Earthshare Oregon pursues new relationships and access to workplace charitable giving programs, volunteer resources, and educational and networking opportunities with sustainability committee and green team employees. Earthshare Oregon also works cooperatively with other nonprofit workplace fundraising federations to expand the number of employee charitable giving opportunities throughout Oregon.in order to assure workplace donors and volunteers that they can rely on earthshare member groups to be effective, well managed, and fiscally responsible, earthshare Oregon conducts annual programmatic and financial evaluations of each of the 32 Oregon member groups. Earthshare Oregon also processes workplace giving pledges and donations, providing prompt and well documented distributions of the funds due to each national or Oregon member group, as well as donor information for acknowledgement purposes, unless the donor requests anonymity.

Operating model

Revenue model
Donor-supported. 66% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 91% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 76
  • Accountability: 90
  • Sustainability: 20
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91%; rating input score 91
  • Program expense ratio: 88.3%; rating input score 88
  • Fundraising efficiency: $36.5 raised per $1 spent on fundraising; rating input score 73; 73rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 42.8%; rating input score 43; 37th 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; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -3.1%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 10.4%; rating input score 32; 32nd percentile among comparable filings

Growth

  • Program expense growth: -6.2% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: -13.1% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 91% of revenue deployed · 88.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $431K in reported program spending
  • Leadership: top reported pay $51K · 10 people listed
  • Consistency: 19 of 20 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 10 filing years from 2009 to 2018
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 6 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.

  • Moderate — Transparency & Controls: Grant itemization coverage scored 43/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 32/100.