Oregon Technical Assistance Corpora
Nonprofit profile at a glance
- EIN
- 930888144
- IRS 990 coverage
- 2009–2017
- Forms available
- Form 990 2017
- Location
- Salem, OR, USA
- Phone
- 5035812726
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Management & Technical Assistance
Reported finances
- Revenue
- $529,659
- Expenses
- $808,078
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- ANNA KEENAN-MUDRICK (PRESIDENT)
Highest reported compensation
- PAULA BOGA (EXECUTIVE DI): $69,697 total reported compensation
- MELISSA BARTOLOME (ACCTG SPECIA): $43,530 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to influence positive change and promote equity through collaboration, innovative learning opportunities, and approaches that support people to direct their own lives.
What it reported doing in 2017
We advocate for the rights of all people to have a voice in planning their own lives. We do this by educating and coaching professionals and family members who provide support to people at home, at work, and in the community. We teach practical skills to help support people with the dignity and respect they deserve so they can live full lives and reach their full potential as valued members of the community. Curriculum for all of our courses is developed using the evidenced-based principles of person centered practices and positive behavior supports, to ensure that those who support people with disabilities do so in a manner that puts the person being supported at the center of all decision making. Continued on schedule o during fy 2018, we held 120 public training events, for 2216 participants, on a variety of topics related to person centered practices, positive behavior supports, and autism spectrum disorder. These training events also included training provided under two contracts with the Oregon office of developmental disability services for behavior consultant training and the Oregon individual support plan. In addition to public training events, our specialists provided private team training to employees of 38 organizations that serve people with disabilities, conducted private consultations with 13 families supporting someone with a disability at home, and provided one-to-one mentorship for 3 behavior consultants.
Operating model
- Revenue model
- Earned-program. 99% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 93
- Accountability: 84
- Sustainability: 4
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 84.6%; rating input score 85
- Fundraising efficiency: $0.6 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 74th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 8 controls in place; rating input score 62
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -52.6%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 14%; rating input score 23; 23rd percentile among comparable filings
Growth
- Program expense growth: -16.3% per year; rating input score 0; 5th percentile among comparable filings
- Revenue growth: -13.8% per year; rating input score 0; 4th percentile among comparable filings
- Asset growth: -21.9% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 84.6% of spending went to programs
- Governance: 5 of 5 board members independent · 5 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $684K in reported program spending
- Leadership: top reported pay $70K · 7 people listed
- Consistency: 27 of 27 current checks pass
- Schedules: 4 filed schedules · includes grants
- Filing history: 8 filing years from 2009 to 2017
- Contacts: How to reach this organization
- Money network: 4 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 2/100.
- High — Sustainability: Operating margin scored 2/100.
- Review — Accountability: Governance controls: 2 of 7 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 23/100.