The Childrens Heart Foundation - Oregon Chapter

Nonprofit profile at a glance

EIN
201713502
IRS 990-EZ coverage
2010–2018
Forms available
Form 990-EZ 2018
Location
Portland, OR, USA
Phone
5038807349
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Heart and Circulatory System Diseases, Disorders

Reported finances

Revenue
$37,805
Expenses
$36,481
Assets
$17,500

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • JULIE LEGASSICK (President)
  • KELLY AICHER (Vice President)

People named in this filing

  • JULIE LEGASSICK (President)
  • KELLY AICHER (Vice President)
  • MIRIAM STEIERMAN (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The children's heart foundation - Oregon chapter was formed to raise funds to advance the diagnosis, treatment and prevention of congenital heart defects. The organization also hope to raise awareness of the profound need for such research.

What it reported doing in 2018

Congenital heart defect research.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 40
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.6%; rating input score 93
  • Program expense ratio: 95.9%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 3.5%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 0.48; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 1.1% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 92.6% of revenue deployed · 95.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $35K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 9 filing years from 2010 to 2018
  • Contacts: How to reach this organization
  • 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 — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.