New Directions for People with Disabilities Inc

Nonprofit profile at a glance

EIN
770147768
IRS 990 coverage
2009–2023
Forms available
Form 990 2023
Location
Santa Barbara, CA, USA
Phone
8059672841
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Official website

Reported finances

Revenue
$2,944,022
Expenses
$2,060,531
Assets
$4,231,944
Liabilities
$1,924,512

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • VIRGINIA PALMER (VICE PRESIDENT)
  • DEE DUNCAN (EXECUTIVE DIRECTOR)

People named in this filing

  • ROBERT HABUSH (CHAIRMAN)
  • VIRGINIA PALMER (VICE PRESIDENT)
  • ADAM HOFFMAN (MEMBER)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing educational, social and recreational travel-related programs for teens, adults and seniors with brain impairments giving optimal opportunities for hands on learning, improving self-esteem and increasing socialization.

What it reported doing in 2023

Day outings and extended vacation tours to destinations such as museums, disneyland, las vegas, Hawaii, and international destinations that are 1-15 days in duration, escorted by specifically trained staff at an average ratio of 1 staff to 4 participants. Some participants with severe disabilities require a 1:1 ratio. Holiday happiness tours are extended family style tours from 3-8 days over the key holiday periods of christmas, hanukkah and thanksgiving for individuals who have no family involvements. Itineraries include all traditional holiday activities along with regular tour activities. This program is specifically for those living in residential treatment centers who otherwise would be left behind when their peers leave for holiday home visits.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 92
  • Accountability: 89
  • Sustainability: 72
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65%; rating input score 65
  • Program expense ratio: 86.2%; rating input score 86
  • Fundraising efficiency: $9.54 raised per $1 spent on fundraising; rating input score 36; 36th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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: 90.9%; rating input score 91; 21st percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • 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: Fail

Sustainability

  • Operating margin: 30%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 2.05; rating input score 63; 63rd percentile among comparable filings
  • Liabilities to assets ratio: 0.45; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: -3.2% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 65% of revenue deployed · 86.2% of spending went to programs
  • Governance: 10 of 11 board members independent · 6 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $1.8M in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 14 filing years from 2009 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Financial Efficiency: Fundraising efficiency scored 36/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.