Ozanam
Nonprofit profile at a glance
- EIN
- 440545442
- IRS 990 coverage
- 2010–2016
- Forms available
- Form 990 2016
- Location
- Kansas City, MO, USA
- Phone
- 8165083600
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Residential Care & Adult Day Programs
Reported finances
- Revenue
- $12,265,410
- Expenses
- $12,373,163
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.
Leadership & pay
38 people listed
Executive titles in this filing
- BETH LARSON (GUILD MEMBER PRESIDENT)
- KELSEY COOPER (GUILD MEMBER VICE PRESIDENT)
- ROB WHITTEN (PRESIDENT/CEO)
Highest reported compensation
- ERIC GIOVANNI (CHIEF BUSINESS OFFICER): $143,264 total reported compensation
- ROB WHITTEN (PRESIDENT/CEO): $122,982 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Ozanam provides sae and nurturing environments so at-risk youth and young adults can be successful.
What it reported doing in 2016
Pathways program - in 2016, the independent living facilities for the pathways program served 211 children in a variety of transitional living facilities in the Kansas city and wichita, Kansas areas. Also in 2016, the professional mentoring program served 88 children in foster care.
Operating model
- Revenue model
- Earned-program. 84% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 93% 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.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - 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: 79
- Transparency & Controls: 100
- Accountability: 95
- Sustainability: 22
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86%; rating input score 86
- Program expense ratio: 85%; rating input score 85
- Fundraising efficiency: $4.09 raised per $1 spent on fundraising; rating input score 22; 22nd 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; 71st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 68th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- 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: -0.9%; rating input score 26; 26th 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: 1.1%; rating input score 82; 82nd percentile among comparable filings
Growth
- Program expense growth: 3.3% per year; rating input score 100; 42nd percentile among comparable filings
- Revenue growth: 1.1% per year; rating input score 100; 25th percentile among comparable filings
- Asset growth: -9.7% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 86% of revenue deployed · 85% of spending went to programs
- Governance: 37 of 37 board members independent · 8 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $10.5M in reported program spending
- Leadership: top reported pay $143K · 38 people listed
- Highest-paid contractors: 1 contractor listed · $174K reported
- Consistency: 38 of 38 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and related organizations
- Filing history: 7 filing years from 2010 to 2016
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 8 filed related-organization links
- 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 22/100.
- High — Sustainability: Operating margin scored 26/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.