Southern Oregon Aspire

Nonprofit profile at a glance

EIN
930654596
IRS 990 coverage
2019–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Grants Pass, OR, USA
Phone
5414768241
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Vocational Rehabilitation

Official website

Reported finances

Revenue
$11,266,079
Expenses
$10,671,988
Assets
$8,159,021
Liabilities
$1,832,629

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • JIM HAMILTON (PRESIDENT)
  • SETH BENHAM (VICE PRESIDENT)
  • SARAH COLLINS (CEO)

Highest reported compensation

  • SARAH COLLINS (CEO): $122,318 total reported compensation
  • MEGHAN BOEHM (CFO): $101,362 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to inspire unlimited opportunities for individuals with intellectual and developmental disabilities to live the life they choose by providing person-centered supports tailored to the unique needs of each individual.

What it reported doing in 2025

The community living services program is unique as we offer a variety of settings where services can be provided. We can provide services to individuals who live in their own home or live with their family; if they are married and/or have children, we can share provided services with another agency. Southern Oregon aspire owns a nine-unit apartment complex close to the heart of downtown grants pass. This complex allows individuals to enjoy the freedom of independent living with its close proximity to our community where everything is within walking distance. We stand out in what we do within this particular program because of the large variety of supports we provide. Our supports are person-centered and catered to each person's individual needs. We work with individuals to reach personal goals like owning their own homes, purchasing a personal vehicle, reaching personal health or financial goals and going on vacations. Other areas of importance we provide supports are managing medications, budgeting and finances, meal planning, nutritional and health needs, and home care needs such as housekeeping and yard maintenance. We help individuals navigate other available resources like housing and energy assistance, food stamps and medical benefits.

Operating model

Revenue model
Earned-program. 98% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.3%; rating input score 80
  • Program expense ratio: 83.3%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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; 64th 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: 5.3%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 0.76; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 2.1%; rating input score 79; 79th percentile among comparable filings

Growth

  • Program expense growth: 4% per year; rating input score 100; 32nd percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 6.6% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 80.3% of revenue deployed · 83.3% of spending went to programs
  • Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $8.9M in reported program spending
  • Leadership: top reported pay $122K · 9 people listed
  • Consistency: 37 of 37 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 6 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 45/100.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.