Tohatchi Area of Opportunity and Services Inc
Nonprofit profile at a glance
- EIN
- 850240851
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Tohatchi, NM, USA
- Phone
- 5054882691
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $4,629,032
- Expenses
- $4,610,843
- Assets
- $3,808,879
- Liabilities
- $1,306,368
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- JEFFERSON KEE (CEO)
- Angie Frank (Board President)
Highest reported compensation
- Michelle Bitsie (Finance Manager): $106,326 total reported compensation
- JEFFERSON KEE (CEO): $77,300 total reported compensation
- Chavez John (Board Treasurer): $16,227 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Residential & vocational services for developmentally disabled children and adults.
What it reported doing in 2024
New Mexico department of health, developmental disabilities supports division tohatchi area of opportunity & services, inc provided community-based services to persons with developmental disabilities services include supported living, adult habilitation, community supports and employment supports.
Operating model
- Revenue model
- Grant-funded. 94% of the money available for current operations came from government grants.
- 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.
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 some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 92
- Accountability: 91
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.1%; rating input score 98
- Program expense ratio: 98.5%; rating input score 98
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd 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; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.4%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 31; 31st percentile among comparable filings
- Liabilities to assets ratio: 0.34; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 5%; rating input score 53; 53rd percentile among comparable filings
Growth
- Program expense growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
- Revenue growth: 0.5% per year; rating input score 100; 13th percentile among comparable filings
- Asset growth: 4.2% per year; rating input score 100; 30th percentile among comparable filings
Details
- Where the money goes: 98.1% of revenue deployed · 98.5% of spending went to programs
- Governance: 3 of 3 board members independent · 7 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $4.5M in reported program spending
- Leadership: top reported pay $106K · 5 people listed
- Consistency: 28 of 28 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 9 filing years from 2010 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.
- Moderate — Sustainability: Operating margin scored 35/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
- Review — Sustainability: Officer compensation ratio scored 53/100.