On the Move

What it reported doing in 2024

On the verge ("otv")otv is the flagship program of otm. It supports emerging leaders in building knowledge, clarity, and strength at the personal, interpersonal, and professional levels. Since 2004, otv has mobilized nearly 600 emerging leaders to build and sustain a culture of effective action while enhancing California's nonprofit and public sectors. Offered through year-long cohort programs, each leader, or "verger," works collaboratively to develop projects in response to identified community needs. Through meaningful and challenging shared work, vergers form life-long connections with peers that sustain their commitment to remain in leadership within the nonprofit and public sectors. Otv has provided programming in 26 counties throughout California. In 2025, the work of community leaders coalition ("clc") came under the otv initiative.this coalition of nonpartisan community leaders strives to be well-informed and actively engaged in collective solutions that address community concerns, fears or needs resulting from local, state and federal policy change. The coalition envisions a vibrant community that is inclusive and equitable. A community where trust, safety, health, well-being, education and empowerment is fostered and is a shared responsibility for all members. Lgbtq connectionslgbtq connections is a youth-led effort in napa and sonoma counties to promote lgbtq leadership, support underserved people, develop partnerships, build the community's capacity to include and welcome lgbtq people, and serve as a hub to local lgbtq communities. In napa and sonoma counties, the program operates lgbtq community centers, supporting underserved lgbtq youth and older adults. These community centers provide a safe and trusted space to cultivate hubs of vibrant activities and a caring community.each year, lgbtq connection engages approximately 3,500 lgbtq people, their families and allies. The program has trained approximately 2,000 community professionals from 200 organizations across northern California to increase the safety, visibility, and well-being of lgbtq residents.innovations community center ("icc")icc is a peer-led mental health program that supports providers and consumers to work together to foster healing through storytelling, artistic expression, healthy living, spiritual practice, and social connections.icc was designed by mental health practitioners and consumers committed to improving wellness outcomes for underserved people in napa county. The program is staffed by consumers of the mental health system and explores the complex interplay between mental health services and aging, poverty, race, immigration status, sexual identity, and substance abuse. Providers and consumers work together to foster healing through storytelling, artistic expression, healthy living, spiritual practice, and social connections. Icc engages approximately 300 people annually in a variety of wellness workshops, support and recovery groups, one-on-one peer coaching, internships, and volunteer and leadership opportunities.

Financial Efficiency

• Mission deployment rate: 84.4%; rating input score 84
• Program expense ratio: 91.4%; rating input score 91
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• 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; 63rd percentile among comparable filings
• Governance controls: 6 of 9 controls in place; rating input score 67
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Fail
  • Document-retention policy: Fail
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 8.5%; rating input score 59; 59th percentile among comparable filings
• Total-asset coverage ratio: 0.67; rating input score 24; 24th percentile among comparable filings
• Liabilities to assets ratio: 0.2; rating input score 44; 44th percentile among comparable filings
• Officer compensation ratio: 5.1%; rating input score 53; 53rd percentile among comparable filings

Growth

• Program expense growth: 9.9% per year; rating input score 100; 64th percentile among comparable filings
• Revenue growth: 10.5% per year; rating input score 100; 70th percentile among comparable filings
• Asset growth: 10.1% per year; rating input score 100; 59th percentile among comparable filings