Itineris Inc

Nonprofit profile at a glance

EIN
261441638
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Baltimore, MD, USA
Phone
4432751100
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Official website

Reported finances

Revenue
$10,030,809
Expenses
$9,497,432
Assets
$4,464,104
Liabilities
$2,364,113

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

Leadership & pay

23 people listed

Executive titles in this filing

  • PJ Shafer (President)
  • Mindy Kramer (Vice President)

Highest reported compensation

  • Ami Taubenfeld (Executive Dir.): $163,698 total reported compensation
  • Lauren Eaton (Sr Direct Ops): $147,379 total reported compensation

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

Overview

Mission

Itineris provides opportunities for individuals with autism to participate meaningfully in all aspects of adult life. Programs include day programs, behavioral services, supported employment programs, community living and personal supports for adults 21 and older. The programs are focused on helping individuals develop the skills needed to live a meaningful life.

What it reported doing in 2024

Meaningful Day Program: The Meaningful Day program provides structured, person-centered services designed to support skill development, community engagement, and personal fulfillment for individuals served. Offered primarily during weekday business hours, the program includes both site-based and community-based activities delivered in low staff-to-client ratios to support individualized needs. Services emphasize continued learning and skill advancement, including offering activities that promote socialization, independence, wellness, and lifelong learning. Participants engage in a variety of therapeutic, educational, recreational, and pre-vocational activities, as well as opportunities for volunteering and community integration. For individuals interested in paid employment, the program offers Employment Services that assist with career exploration, job development, and successful workplace participation. Employment Services are delivered in a 1:1 ratio and may include vocational assessments, job exploration, job readiness activities, resume and interview preparation, and on-the-job coaching. Meaningful Day services are designed to build upon individual strengths and preferences, promote independence, and support meaningful participation in community life.

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 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 most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 60
  • Accountability: 100
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.9%; rating input score 80
  • Program expense ratio: 84.4%; rating input score 84
  • Fundraising efficiency: $605.32 raised per $1 spent on fundraising; rating input score 95; 95th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th 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: NotApplicable
    • 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: 5.3%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: 0.53; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 17.3% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: 17.7% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 17.8% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 79.9% of revenue deployed · 84.4% of spending went to programs
  • Governance: 21 of 21 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $8M in reported program spending
  • Leadership: top reported pay $164K · 23 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $142K reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 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.
  • 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.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.