Porterville Sheltered Workshop

Nonprofit profile at a glance

EIN
941676464
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Porterville, CA, USA
Phone
5597841399
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Sheltered Employment

Official website

Reported finances

Revenue
$15,453,356
Expenses
$10,666,231
Assets
$31,960,620
Liabilities
$802,094

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • KRISTI NOTTELMANN (EXECUTIVE DIRECTOR)
  • CLINT ASHCRAFT (Vice President)
  • AMY KAUFMAN PHD (President)

Highest reported compensation

  • KRISTI NOTTELMANN (EXECUTIVE DIRECTOR): $130,512 total reported compensation
  • ELIZABETH TELLEZ (DIR OF FINANCE): $123,421 total reported compensation
  • RON KILLINGSWORTH (DIR OF COMMUNICATI): $118,175 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To assist individuals with disabilities achieve a more independent and productive life.

What it reported doing in 2024

Porterville sheltered workshop provides for up to 500 clients a day occupational and other therapy for persons with developmental disabilities.

Operating model

Revenue model
Earned-program. 77% of the money available for current operations came from fees and other program revenue.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 80
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.7%; rating input score 52
  • Program expense ratio: 79.8%; rating input score 80
  • Fundraising efficiency: Limited

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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 8 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: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 31%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 3; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 5.6%; rating input score 46; 46th percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 6.6% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 51.7% of revenue deployed · 79.8% of spending went to programs
  • Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $8.5M in reported program spending
  • Leadership: top reported pay $131K · 20 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 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.

  • Review — Financial Efficiency: Mission deployment rate scored 52/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 46/100.