Opportunity Resources Inc

Nonprofit profile at a glance

EIN
810247708
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Missoula, MT, USA
Phone
4067212930
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$12,990,683
Expenses
$12,230,046
Assets
$13,267,957
Liabilities
$1,347,941

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Joshua Kendrick (CEO)
  • Ashley House (President)
  • Patricia Baumgart (Vice President)

Highest reported compensation

  • Joshua Kendrick (CEO): $188,752 total reported compensation
  • Candace Erickson (CFO): $115,185 total reported compensation

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

Overview

Mission

Supporting persons with disabilities in enhancing their quality of life. Provided residential, transportation, work, recreation, and personal care services on a daily basis to 634 adults with disabilities in FY25. Our work programs generated $641,119 in client worker wages and benefits during the year.

What it reported doing in 2024

DD Supported Living Program Provides support services to adults with developmental disabilities residing independently in the community. Services are provided 365 days per year on a planned, periodic basis to promote independence and community interaction. Support services include Residential Habilitation, Foster Care, Respite Services, and Residential Training & Supports. Residential Habilitation services are designed to assist individuals in acquiring, retaining and improving the self-help, socialization and adaptive skills necessary to reside successfully in a home and community-based setting. Residential training and supports services provide training to increase independence in health care, self-care, safety and access to and use of community services. Respite services are designed to meet the safety and daily needs of the recipient and the needs of the recipients care giver in relation to reducing the stress caused by the provision of constant care to an adult with developmental disabilities. 80 individuals were served on a daily basis in FY25.

Operating model

Revenue model
Grant-funded. 92% of the money available for current operations came from government grants.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 84
  • Accountability: 100
  • Sustainability: 55
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.3%; rating input score 92
  • Program expense ratio: 94.3%; rating input score 94
  • Fundraising efficiency: $101.49 raised per $1 spent on fundraising; rating input score 85; 85th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • 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: 5.9%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 1.08; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 2.5%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 9th percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 92.3% of revenue deployed · 94.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $11.5M in reported program spending
  • Leadership: top reported pay $189K · 11 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $117K reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 56/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.