Phc 811 Inc
Nonprofit profile at a glance
- EIN
- 200104681
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Portland, OR, USA
- Phone
- 5032611266
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Housing Development, Construction, Management
Reported finances
- Revenue
- $165,334
- Expenses
- $206,965
- Assets
- $968,248
- Liabilities
- $77,509
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- DR JENNIFER CAMOTA LUEBKE (PRESIDENT/CEO)
- LAURIE WINTHROP (VICE PRESIDENT OF TALENT MANAGEMENT)
Highest reported compensation
- DR JENNIFER CAMOTA LUEBKE (PRESIDENT/CEO): $371,097 total reported compensation
- DEEANN JURGENS (CHIEF FINANCIAL OFFICER): $255,080 total reported compensation
- BOB HESTAND TERM 1112024 (CHIEF INFORMATION OFFICER): $234,550 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Phc 811, inc.'s purpose is to provide disabled persons with housing facilities and services specifically designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living.
What it reported doing in 2024
The organization has acquired and developed halsey terrace, a 16-unit project located in portland, Oregon. The organization operates halsey terrace under the provisions of section 811 of the national housing act and received a capital advance from the federal housing administration of the department of housing and urban development (hud). Halsey terrace provides housing to very low-income persons with disabilities, so that they may live independently within the community.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 61
- Accountability: 100
- Sustainability: 32
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 83.6%; rating input score 84
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 26th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: No; rating input score 0
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- 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: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -25.2%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 4.68; rating input score 78; 78th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 44.7%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: 1.5% per year; rating input score 100; 37th percentile among comparable filings
- Revenue growth: 4.9% per year; rating input score 100; 52nd percentile among comparable filings
- Asset growth: -3.5% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 83.6% of spending went to programs
- Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $173K in reported program spending
- Leadership: top reported pay $371K · 18 people listed · 0 of 6 pay-setting controls reported
- Consistency: 26 of 27 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 6 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 — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Sustainability: Operating margin scored 11/100.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 5/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.