Metropolitan Family Service

Nonprofit profile at a glance

EIN
930397825
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Gresham, OR, USA
Phone
5032320007
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Family Counseling

Official website

Reported finances

Revenue
$12,881,959
Expenses
$14,166,563
Assets
$8,864,491
Liabilities
$4,435,648

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

Leadership & pay

22 people listed

Executive titles in this filing

  • JUDY APPLEGATE STRAND (CEO)

Highest reported compensation

  • JUDY APPLEGATE STRAND (CEO): $192,311 total reported compensation
  • FAVONA ALLISON (PAST CFO): $182,135 total reported compensation
  • AMY CORBET (CPO): $161,737 total reported compensation

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

Overview

Mission

The agency focuses its efforts on three key community initiatives: 1. Strengthening early childhood development and building youth success through collaboration and innovation. 2. Developing and promoting effective approaches to community-based health and wellness throughout the lifespan. 3. Advancing individual and family economic well-being.additionally, collaboration and partnership with other organizations is necessary and vital. On a programmatic level, the agency partners with hundreds of organizations at 30+ service sites. It is the agencys deep commitment to collaboration and partnership that is helping us work toward truly transforming the programming and systems that we need to create long-term, larger-scale change in our community.since 1950, weve joined forces with key community partners from education, healthcare, business and government to create opportunities that change lives and make communities stronger. Our commitment to low-income children, families and older adults

What it reported doing in 2024

During fiscal year 2024 the agency served 24,000 clients. Of those, 69 percent are clients of color. The agency: helps youth and families living in low resourced communities via community school programs, school-based intergenerational tutoring/mentoring, and family engagement activites. The agency has created stable partnerships with over 25 schools across 7 districts over the past 19 years.supports families via early childhood learning/kindergarten-readiness programs; parenting, health and economic empowerment programs. This year approximately 250 families were served.collaborates with culturally-specific partners to provide in-depth wraparound services to families via the albina-rockwood promise neighborhood initiative. This year approximately 90 families were served.provided more than 24,000 rides to older and disabled adults.results of our economic empowerment program: services are integrated across core programs to enhance results for financial stability & other social service programs. The agency helped boost family income by an average of $1,774 last year by connecting families to earned income tax credits. This year, 400 people were served through economic empowerment services, including group and 1:1 financial coaching, budgeting, asset building (low cost auto loans and individual development accounts), debt management and credit information. In september 2019, mfs expanded economic empowerment services through a merger with cash Oregon, a 501(c)(3) organization that has been singularly focused on helping people with free tax preparation. Mfs merged with cash Oregon in order to add to the economic empowerment set of services at mfs through adding capacity to help people who are not required to file taxes, but who are eligible for returns through earned income tax credits and child tax credits. The merger added 11,489 service users who are now supported around their tax prep needs.offers services for older adults including transportation. Last year, more than 24,000 rides to medical appointments, the grocery store or social outings were provided for around 1,000 isolated older and disabled adults.distributed almost 1 million pounds of food across 30,000 pantry visits at our school-based food pantries and markets last year.

Operating model

Revenue model
Grant-funded. 84% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 94% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 73
  • Accountability: 100
  • Sustainability: 18
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.9%; rating input score 89
  • Program expense ratio: 80.8%; rating input score 81
  • Fundraising efficiency: $29.61 raised per $1 spent on fundraising; rating input score 66; 66th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • 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; 66th percentile among comparable filings
  • Governance controls: 9 of 9 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: 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: -10%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.63; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0.5; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 7.2%; rating input score 35; 35th percentile among comparable filings

Growth

  • Program expense growth: 7.1% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 2.1% per year; rating input score 100; 18th percentile among comparable filings

Details

  • Where the money goes: 88.9% of revenue deployed · 80.8% of spending went to programs
  • Governance: 19 of 15 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $11.4M in reported program spending
  • Leadership: top reported pay $192K · 22 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 10/100.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 35/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.