Understory Initiative
Nonprofit profile at a glance
- EIN
- 831051907
- IRS 990 coverage
- 2022–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020, Form 990-N 2019
- Location
- Medford, OR, USA
- Phone
- 5419734303
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Natural Resources Conservation and Protection
Reported finances
- Revenue
- $1,187,724
- Expenses
- $1,178,750
- Assets
- $282,070
- Liabilities
- $167,881
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- KATHRYN PRIVE (EXECUTIVE DIRECTOR)
Highest reported compensation
- KATHRYN PRIVE (EXECUTIVE DIRECTOR): $58,320 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Facilitate the Restoration and Conservation of Native Species Habitat Through Partnership & Community Engagement.
What it reported doing in 2024
Partnership Building and Applied Restoration: In 2024, RNPP (Rogue Native Plant Partnership) completed follow-up monitoring on 16 post-fire huckleberry plots in partnership with the Rogue River-Siskiyou National Forest and the Cow Creek Band of the Umpqua Tribe of Indians. We also hosted five farm tours highlighting local seed growers and their techniques, and partnered with seven local and regional organizations to host seed collecting and cleaning events that brought together partners, volunteers, and community members. UNPP (Umpqua Native Plant Partnership) made significant progress in strengthening native plant supply efforts across the region. To focus efforts and resources, we narrowed our species priorities from over 200 to fewer than 50, emphasizing plants with the highest ecological and cultural value. We also launched the native plant reservation system to streamline plant access for restoration practitioners. Community engagement remained a core part of our work, with hands-on restoration events alongside local producers, landowners, and volunteers, and participation in events like Earth Day, the Glide Wildflower Show, and a successful community seed swap. In collaboration with the Oregon Native Seed Collective, we published the Oregon Native Seed Strategy, a comprehensive guide to native seed procurement, preservation, and production for restoration and conservation efforts across the state. We also produced and distributed 30 pounds of Open Meadow Pollinator Mix and 28 pounds of Shade Tolerant Pollinator Mix to private landowners, supporting pollinator habitat on working lands. A new population of sand dune phacelia (Phacelia argentea), a federally threatened plant native to the southern Oregon coast, was successfully established. Lastly in partnership with Tualatin SWCD, seeds from 3 regions were collected in support of the Climate-Adapted Plant Materials (CAPM) project. This source seed will provide valuable insights on drought resilience and climate adaptation for native plants in the future.
Operating model
- Revenue model
- Earned-program. 90% 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.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 60
- Accountability: 90
- Sustainability: 29
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 92.3%; rating input score 92
- Program expense ratio: 92.5%; rating input score 93
- Fundraising efficiency: $9.91 raised per $1 spent on fundraising; rating input score 37; 37th percentile among comparable filings
Transparency & Controls
- Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Scored; rating input score 0
- 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: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.8%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 11; 11th percentile among comparable filings
- Liabilities to assets ratio: 0.6; rating input score 13; 13th percentile among comparable filings
- Officer compensation ratio: 4.9%; rating input score 53; 53rd percentile among comparable filings
Growth
- Program expense growth: 47.9% per year; rating input score 100; 95th percentile among comparable filings
- Revenue growth: 37.2% per year; rating input score 100; 94th percentile among comparable filings
- Asset growth: 47.1% per year; rating input score 100; 96th percentile among comparable filings
Details
- Where the money goes: 92.3% of revenue deployed · 92.5% of spending went to programs
- Governance: 10 of 10 board members independent · 6 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $1.1M in reported program spending
- Leadership: top reported pay $58K · 11 people listed
- Consistency: 28 of 29 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 4 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 37/100.
- Moderate — Sustainability: Operating margin scored 38/100.
- High — Sustainability: Total-asset coverage ratio scored 11/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 13/100.
- Review — Sustainability: Officer compensation ratio scored 53/100.