Oregon Values and Beliefs Center

Nonprofit profile at a glance

EIN
843698837
IRS 990 coverage
2020–2023
Forms available
Form 990 2023
Location
Portland, OR, USA
Phone
5034711400
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Public, Society Benefit N.E.C.

Official website

Reported finances

Revenue
$248,309
Expenses
$326,454
Assets
$97,850
Liabilities
$3,750

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

Leadership & pay

7 people listed

Executive titles in this filing

  • ADAM DAVIS (CHAIR, EXECUTIVE DIRECTOR)

People named in this filing

  • ADAM DAVIS (CHAIR, EXECUTIVE DIRECTOR)
  • ROBIN TEATER (SECRETARY)
  • ETHAN SELTZER (VICE-CHAIR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

To provide accurate, inclusive opinion research to help oregonians build stronger communities through the following: - giving voice to the values and beliefs of oregonians underrepresented in likely voter surveys and proportional sampling, like communities of color and residents of rural parts of the state. - shining a light on oregonians' shared values and beliefs which represent the common ground we can stand on together to bridge the divides in Oregon and build a better future. - providing high-quality, valid, and statistically reliable information to organizations working to build stronger communities, many of whom could not otherwise afford it, to help with planning, policymaking, and communications; needs assessments; program evaluation; and public engagement and education.

What it reported doing in 2023

Panel development and recruitment:- converted from survey programming by an outside contractor to programming by an employee -transferred panel and survey hosting to qualtrics - using a variety of techniques including social media and print advertising, continued recruiting panel members with a focus on underrepresented general population subgroups including lower levels of formal education; residents of rural and frontier areas; young adults, aged 18-35; those with lower annual income; black, indigenous, and other oregonians of color- continued improvements to the rewards program for panel participation (fred meyer gift cards, in addition to venmo, paypal, or donation to an Oregon non-profit)- continued monitoring of the panel's demographics for representativeness of the state's general population to assist with recruitment targeting and research sampling

Operating model

Revenue model
Donor-supported. 89% of the money available for current operations came from contributions and gifts.
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: 92
  • Transparency & Controls: 92
  • Accountability: 82
  • Sustainability: 22
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 90%; rating input score 90
  • Fundraising efficiency: $21.63 raised per $1 spent on fundraising; rating input score 60; 60th percentile among comparable filings

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: 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: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -31.5%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 18.2% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: -16.6% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -18.5% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 90% of spending went to programs
  • Governance: 7 of 7 board members independent · 4 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $294K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 3 filing years from 2020 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Sustainability: Operating margin scored 10/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.