Oregon Representative Payee Program

Nonprofit profile at a glance

EIN
043743292
IRS 990 coverage
2017–2023
Forms available
Form 990 2023
Location
Stayton, OR, USA
Phone
5039220735
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Services N.E.C.

Official website

Reported finances

Revenue
$349,233
Expenses
$357,189
Assets
$1,165,954
Liabilities
$1,094,493

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • BILL DOWD (PRESIDENT)
  • SHELLY BAUGHMAN (VICE PRESIDENT)
  • BRENDA THURMAN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • BRENDA THURMAN (EXECUTIVE DIRECTOR): $85,589 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Empowering individual to remain in their community while being as independent as possible

What it reported doing in 2023

We are currently serving 594 clients. Our goal is to help maintain housing and food for the individuals that we serve. We do this by paying rent, utilities, and other bills as needed. We budget monthly income to ensure that they always have weekly money for food and personal items. We help with food stamps and housing applications. We ensure that all social security needs are met to continue benefits. We work closely with landlords and clients to make sure that any issues that may arise are managed to the satisfaction of all parties involved. We are a constant contact for our clients that do not have anyone else to help make sure that problems they may be having in the community can be reported to the appropriate agencies.

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

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: 80
  • Transparency & Controls: 90
  • Accountability: 74
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.1%; rating input score 91
  • Program expense ratio: 89%; rating input score 89
  • 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: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • 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: -2.3%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 3.26; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0.94; rating input score 6; 6th percentile among comparable filings
  • Officer compensation ratio: 24%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 4.7% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 49th percentile among comparable filings
  • Asset growth: 64% per year; rating input score 100; 98th percentile among comparable filings

Details

  • Where the money goes: 91.1% of revenue deployed · 89% of spending went to programs
  • Governance: 3 of 3 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $318K in reported program spending
  • Leadership: top reported pay $86K · 4 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2017 to 2023
  • 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.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 36/100.
  • High — Sustainability: Liabilities to assets ratio scored 6/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.