New Organizing Institute Education Fund

Nonprofit profile at a glance

EIN
562633160
IRS 990 coverage
2012–2014
Forms available
Form 990 2014
Location
Washington, DC, USA
Phone
2025585585
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$4,554,889
Expenses
$5,323,554
Assets
$654,131
Liabilities
$642,113

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • ETHAN ROEDER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ETHAN ROEDER (EXECUTIVE DIRECTOR): $113,392 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To develop the practice of engagement organizing, and leaders who are great at it.

What it reported doing in 2014

Communications: the communications team at noi works to advance the practice of organizing by integrating campaigns with sound online strategy. We live at the cutting edge of new technology, but only to the extent that it can be used to deliver real change. There is no such thing as "online organizing" or "offline organizing;" there is only effective organizing.

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 62% for direct work, and 38% for grants.

The verdict

STRONG - 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 94
  • Accountability: 79
  • Sustainability: 5
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99.2%; rating input score 99
  • Program expense ratio: 84%; rating input score 84
  • Fundraising efficiency: $51.13 raised per $1 spent on fundraising; rating input score 81; 81st 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: 99.7%; rating input score 100; 36th 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; 65th percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -16.9%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 0.12; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 0.98; rating input score 8; 8th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -3.5% per year; rating input score 0; 22nd percentile among comparable filings
  • Revenue growth: -21.7% per year; rating input score 0; 2nd percentile among comparable filings
  • Asset growth: 19.7% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 99.2% of revenue deployed · 84% of spending went to programs
  • Governance: 3 of 3 board members independent · 4 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $4.5M in reported program spending
  • Leadership: top reported pay $113K · 3 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2012 to 2014
  • Contacts: How to reach this organization
  • Money network: 25 filed money-flow records
  • Related organizations: 24 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.

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.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 8/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.