Options for Southern Oregon

Nonprofit profile at a glance

EIN
930804385
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Grants Pass, OR, USA
Phone
5414762373
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Residential Mental Health Treatment

Reported finances

Revenue
$78,830,448
Expenses
$77,210,045
Assets
$114,220,079
Liabilities
$20,888,965

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

Leadership & pay

18 people listed

Executive titles in this filing

  • Leslee O'Brien (President)
  • Denise Olsen (Vice President)
  • Karla McCafferty (Fmr. Executive Director)
  • Shelly Uhrig (Executive Director)

Highest reported compensation

  • Joel Suckow (Medical Director): $514,505 total reported compensation
  • Karla McCafferty (Fmr. Executive Director): $343,105 total reported compensation
  • Shelly Uhrig (Executive Director): $320,482 total reported compensation

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

Overview

Mission

Programs for people of all ages who have mental health needs. Our holistic approach addresses housing, advocacy, community integration, crisis intervention, therapy, co-occuring issues, education, work & economic well-being

Operating model

Revenue model
Earned-program. 99% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 60
  • Accountability: 86
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.5%; rating input score 87
  • Program expense ratio: 88.9%; rating input score 89
  • Fundraising efficiency: $92.29 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th 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: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.1%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 1.48; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 71; 71st percentile among comparable filings
  • Officer compensation ratio: 3.8%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: 10.6% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 10.4% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 14.8% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 86.5% of revenue deployed · 88.9% of spending went to programs
  • Governance: 7 of 7 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $68.6M in reported program spending
  • Leadership: top reported pay $515K · 18 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $500K reported
  • Consistency: 33 of 35 current checks pass · 2 findings to review
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 28/100.