Ocamora Foundation Inc

Nonprofit profile at a glance

EIN
850301121
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Ocate, NM, USA
Phone
5057572929
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Education N.E.C.

Official website

Reported finances

Revenue
$114,753
Expenses
$120,218
Assets
$61,127

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

Leadership & pay

1 person listed

Executive titles in this filing

  • Diane Haug (Executive Director)

People named in this filing

  • Diane Haug (Executive Director)

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

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

Overview

Mission

Mission Statement: "Ocamora is a place that nurtures healing and wisdom though the intimate experience of self and the natural world. Our intention is to change the way we live." The Ocamora Retreat Center is a seasonal residential center that offers a variety of land based public programs during the warm months of summer (typically from late May through mid-September).

What it reported doing in 2024

Walking in Both Worlds led by Monika Wikman, PhD and Diane Haug, MA, LPCC September 10 16, 2024 17 participants and 4 staff - 21 total This program combines depth psychology and the natural world. Content (both theoretical and experiential) focuses on cultivating more intimacy with our interior world as it mirrors nature.

Operating model

Revenue model
Earned-program. 100% 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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 27
  • Transparency & Controls: 82
  • Sustainability: 24
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 27.8%; rating input score 28
  • Program expense ratio: 26.5%; rating input score 26

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -4.8%; rating input score 23; 23rd percentile among comparable filings
  • Total-asset coverage ratio: 0.51; rating input score 38; 38th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 20%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: 3.4% per year; rating input score 100; 42nd percentile among comparable filings
  • Revenue growth: 23.8% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: -3.8% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 27.8% of revenue deployed · 26.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $32K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 — Financial Efficiency: Mission deployment rate scored 28/100.
  • High — Financial Efficiency: Program expense ratio scored 26/100.
  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 23/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 16/100.