Franciscan Workers of Junipero Serra

What it reported doing in 2024

Dorothy's Drop-In CenterThe mission of Franciscan Workers and the goal of Dorothy's Place programs is to provide basic needs, essential services and transitional support that move people that are chronically homeless into housing. We serve clients that have multiple barriers and disabilities. Commonly, 90% of our clients require mental health or addiction intervention. We continue to focus on basic needs, safe shelter, transitional programming and data gathering and research that not only creates an evidence base that informs our services, but also stimulates community discussion on the greatest challenge of assisting chronically homeless people into housing, that of meeting unaddressed health needs. We provide healthcare coordination through CalAIAM where homeless, marginalized, and others who are our clients can meet basic hygiene needs (shower & laundry), be treated at our weekly health clinic, and access other services that are geared towards helping them live with greater health and dignity (mail, phone clothing, activities, and volunteering). We serve unsheltered adults, with and without families with basic needs, and our community health workers assist with the social determinants of health, including building a portfolio for each consumer with current ID, birth certificate, disability status and income status, to prepare them for healthcare coordination and housing navigation. We report healthcare coordination and housing assistance through CalAIM to record consumer progress into housing as data to develop an evidence base.

Financial Efficiency

• Mission deployment rate: 75.8%; rating input score 76
• Program expense ratio: 89%; rating input score 89
• Fundraising efficiency: $22.6 raised per $1 spent on fundraising; rating input score 62; 62nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd 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; 63rd percentile among comparable filings
• Governance controls: 8 of 8 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: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 14.9%; rating input score 71; 71st percentile among comparable filings
• Total-asset coverage ratio: 0.62; rating input score 22; 22nd percentile among comparable filings
• Liabilities to assets ratio: 0.07; rating input score 65; 65th percentile among comparable filings
• Officer compensation ratio: 3.7%; rating input score 63; 63rd percentile among comparable filings

Growth

• Program expense growth: 10.9% per year; rating input score 100; 67th percentile among comparable filings
• Revenue growth: 10% per year; rating input score 100; 68th percentile among comparable filings
• Asset growth: 5.3% per year; rating input score 100; 36th percentile among comparable filings