The Opportunity Alliance

Nonprofit profile at a glance

EIN
010274725
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
South Portland, ME, USA
Phone
2078741175
Rating
90
Verdict
STRONG
Rating confidence
Standard
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$40,279,506
Expenses
$39,430,374
Assets
$20,967,347
Liabilities
$8,974,846

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

Leadership & pay

24 people listed

Executive titles in this filing

  • Joseph R Everett (President & CEO)

Highest reported compensation

  • Joseph R Everett (President & CEO): $201,858 total reported compensation
  • Dawn A Ouellette (Chief Financial Officer): $193,174 total reported compensation
  • Louise M Marsden (VP of Children & Family Services): $170,829 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 build better lives and stronger communities across Maine, The Opportunity Alliance supports people with the programs and resources they need to improve their health, safety, and stability.

What it reported doing in 2024

Behavioral Health & Wellness- A continuum of community and residential mental health and substance use disorder services for children and adults.Community Mental HealthBehavioral Health Home (BHH): Delivers integrated care to people who struggle with mental health. BHH care coordinators, in collaboration with the program nurse care manager, help clients consider their needs around housing, health care, finances, work, education, social and recreation time, and other areas that are important to them. Together, clients and care coordinators use this information to develop a treatment plan made up of individual goals and preferences.Broadway Crossings Adult Crisis Stabilization Unit: With a capacity of eight adult beds, this short-term crisis stabilization unit provides an alternative to hospitalization that allows people to remain connected to their support networks in the community.Children's Behavioral Health Home: An integrated approach working to meet the physical and mental health needs of children and young adults with developmental, behavioral, or mental health concerns.Mobile Crisis Response Services-Mobile Outreach: Available 24- hours a day, 365 days a year, individuals and families experiencing a behavioral health crisis have immediate and free access to a team of trained professionals.High Fidelity Wraparound: This program offers a family-centered, community-oriented, strengths-based, individualized planning process that relies on a balance of formal and informal supports to help children and families achieve their goals.Homeless Youth Services: Community-based case management services for youth and families at risk of or currently experiencing homelessness in southern Maine.The Maine Crisis Line Statewide Crisis Telephone Response: The Maine Crisis Line (MCL) is the state's crisis telephone response service for individuals or families experiencing a behavioral health crisis or having thoughts of suicide and/or self-harm. Trained crisis call specialists answer the line and provide free and confidential telephone support and stabilization 24 hours a day, 7 days a week. MCL is the single point of entry to Maine's Behavioral Health Crisis Services System through the toll-free number: 1-888-568-1112. The 988 Suicide and Crisis Lifeline, a new three-digit dialing code available nationwide as an easy-to-remember connection to help for anyone experiencing a suicidal or mental health crisis. In Maine, calls to 988 are routed to The Maine Crisis Line, operated by TOA.The Project for Assistance in Transition from Homelessness (PATH): Outreach, engagement, and referral services for people with mental illness and those with co-occurring substance use disorders who are experiencing homelessness in York and Cumberland County.Residential ServicesGordon Green: An eight-bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments.Helen Winslow Ray House: With a capacity of eight residents, this program provides trauma-informed treatment and support services to adults living with mental illness. Often clients have co-occurring conditions, such as chronic health problems and/or substance use disorders.Morrison Place: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues. The program helps clients to achieve recovery and lead sober, stable lives through education and group and individual counseling. Throughout their time at Morrison Place, clients learn to build strong relationships with peers, family and friends, and other individuals throughout the community.The Ocean Street Residential Program: Provides trauma-informed treatment and support services to eight adults living with mental illness complicated by co-occurring chronic health conditions as well as a potential substance use diso

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 98% 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: 88
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 37
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.3%; rating input score 88
  • Program expense ratio: 88.4%; rating input score 88
  • Fundraising efficiency: $111.46 raised per $1 spent on fundraising; rating input score 86; 86th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th 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: 2.1%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.53; rating input score 17; 17th percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 2.9%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 7.4% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 7.7% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 5.4% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 88.3% of revenue deployed · 88.4% of spending went to programs
  • Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $34.9M in reported program spending
  • Leadership: top reported pay $202K · 24 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.5M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 19 filed money-flow records
  • Related organizations: 14 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.
  • 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 43/100.
  • High — Sustainability: Total-asset coverage ratio scored 17/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.