Ori Community and Evaluation Services
Nonprofit profile at a glance
- EIN
- 203201366
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024, Form 990-EZ 2013
- Location
- Springfield, OR, USA
- Phone
- 5414842123
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Research Institutes and/or Public Policy Analysis
Reported finances
- Revenue
- $390,924
- Expenses
- $328,649
- Assets
- $139,356
- Liabilities
- $16,680
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Michael Holmes (Executive Director)
- Carol Metzler (Board President, Senior Scientist)
Highest reported compensation
- Melanie Sastria (Administrative & Fiscal Manager): $39,673 total reported compensation
- Michael Holmes (Executive Director): $22,895 total reported compensation
- Erika Westling (Board Member): $10,290 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
A) To improve individual & community health through the provision of evaluation & intervention services to public & private sectors. B) To disseminate research results through evaluation & intervention services, publication of reports, conferences & seminars. C) To market & distribute products & services based on research results of this organization & Oregon Research Institute.
What it reported doing in 2024
Program Service Development, Program Delivery, or Program Evaluation
Operating model
- Revenue model
- Grant-funded. 100% 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
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 84
- Accountability: 74
- Sustainability: 43
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.2%; rating input score 65
- Program expense ratio: 77.6%; rating input score 78
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 9th 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: 71.4%; rating input score 71; 19th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 15.9%; rating input score 69; 69th percentile among comparable filings
- Total-asset coverage ratio: 0.42; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0.12; rating input score 25; 25th percentile among comparable filings
- Officer compensation ratio: 25.2%; rating input score 14; 14th percentile among comparable filings
Growth
- Program expense growth: 4.4% per year; rating input score 100; 51st percentile among comparable filings
- Revenue growth: 10.2% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: -3.8% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 65.2% of revenue deployed · 77.6% of spending went to programs
- Governance: 5 of 7 board members independent · 7 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $255K in reported program spending
- Leadership: top reported pay $40K · 9 people listed
- Consistency: 38 of 39 current checks pass · 1 finding to review
- Schedules: 3 filed schedules · includes major donors
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 6 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 — Sustainability: Total-asset coverage ratio scored 21/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 25/100.