Holistic Healing Behavorial Healthcare

Nonprofit profile at a glance

EIN
800354969
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2023
Location
Portland, OR, USA
Phone
5039542077
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Half-Way House for Offenders, Ex-Offenders

Official website

Reported finances

Revenue
$331,740
Expenses
$322,864
Assets
$843,116
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • LAVERNE DAVIS (PRESIDENT)

People named in this filing

  • LAVERNE DAVIS (PRESIDENT)
  • ALISA NABORS (DIRECTOR)
  • PATRICIA TRICE (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

To provide a community-based, culturally specific integrated behavioral healthcare agency serving children, adults, and families throughout the portland metropolitan area.

What it reported doing in 2024

Holistic further developed a community-based, culturally specific integrated behavioral healthcare agency serving children, adults, and families throughout the portland metropolitan area, which offers high quality, direct, clinical services to those experiencing addiction and mental health disorders by providing optimal mental health therapy and addiction treatment, rendered by highly effective clinicians. Our program applied a framework of scientifically validated cognitive-behavioral principles inclusive of but not limited to: cognitive processing therapy (cpt), cognitive behavioral therapy (cbt), dialectical behavioral training (dbt), prolonged exposure therapy (pet), utilizing a client-centered, trauma-informed, and culturally responsive approach rooted in the family systems theoretical approach which is designed to change attitudes and behaviors which reframes and changes an individuals maladaptive thinking and behavior patterns to bring about personal transformation. Holistic healing behavioral healthcare successfully assisted 150 participants with employment through our employment readiness program, purchased and established a culturally specific transitional house, established a mobile outreach team, became an active member of the multnomah county indigeninity behavioral health resource network (bhrn) which consist of 16 agencies to ensure that clients have complete wrap around services and employed bi-lingual staff to ensure cultural linguistic appropriate services.

Operating model

Revenue model
Grant-funded. 96% of the money available for current operations came from government grants.
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. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 92
  • Accountability: 64
  • Sustainability: 59
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.9%; rating input score 81
  • Program expense ratio: 83.1%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 2.7%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 2.61; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -30.8% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -4.6% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: 39.4% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 80.9% of revenue deployed · 83.1% of spending went to programs
  • Governance: 4 of 4 board members independent · 1 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $268K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 2 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • 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 — Accountability: Governance controls: 5 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 46/100.