Seiu Loc 503 Oregon Public Employees Union Group Return

Nonprofit profile at a glance

EIN
352533894
IRS 990 coverage
2014–2020
Forms available
Form 990 2020
Location
Salem, OR, USA
Phone
5035764401
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$126,406
Expenses
$31,107
Assets
$582,187
Liabilities
$1,763

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

302 people listed

Executive titles in this filing

  • BARBARA CASEY (PRESIDENT-LU)
  • JO HICKERSON (PRESIDENT -L)
  • JACKSON STALLEY (PRESIDENT -L)
  • MARK DUNBAR (PRESIDENT -L)
  • DAVID RACO (PRESIDENT -L)
  • STEPHANIE PRENTISS (PRESIDENT -L)

Highest reported compensation

  • LORIANNE ELLIS (SEC./TREAS.-): $90,906 total reported compensation
  • LISA ROBERTS (CHIEF CONTAC): $35,518 total reported compensation
  • IRENE HUNT (PRESIDENT -L): $25,709 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality of life through worker employment and a progressive labor movement.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - 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 a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 79
  • Accountability: 63
  • Sustainability: 81
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 87.5%; rating input score 88; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 99.6%; rating input score 100; 26th percentile among comparable filings
  • Governance controls: 1 of 9 controls in place; rating input score 11
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 75.4%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 18.72; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 63; 63rd percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: Limited
  • Revenue growth: -10.5% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 5.9% per year; rating input score 100; 54th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 255 of 256 board members independent · 1 of 9 filing controls reported
  • Programs: Filed program service accomplishments
  • Leadership: top reported pay $91K · 302 people listed
  • Consistency: 10 of 11 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2014 to 2020
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • 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: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Accountability: Governance controls: 7 of 8 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.