Ori Community and Evaluation Services FY2020 filing

Tax-deductible

Springfield, OR501(c)(3)Health CareEIN 20-3201366Revenue $252K in FY2020

On file with the IRSorices.org3800 Sports Way, 97477-2019 · Springfield, ORTax-exempt since Nov 2006Publicly supported charity — 170(b)(1)(A)(vi)

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A) To improve individual & community health through the provision of evaluation & intervention services to public & private sectors. B) To disseminate research results through evaluation & intervention services, publication of reports, conferences & seminars. C) To market & distribute products & services based on research results of this organization & Oregon Research Institute.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$35K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $6K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$35K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $77K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 8 voting members
Looks good: 6 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$252K
Spent
$287K
To programs
82%
Net assets
$59K
By yearFY2020–FY2024
Revenue
$252K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$450K
FY2022$586K
FY2023$431K
FY2024$391K
Expenses
$287K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$287K
FY2021$398K
FY2022$544K
FY2023$524K
FY2024$329K
Net assets
$59K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$59K
FY2021$111K
FY2022$153K
FY2023$60K
FY2024$123K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $234K Management & general 18% · $53K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $35K paid to officers and key staff.

Part VII, Section A · reportable compensation
Board Secretary, Executive Director
$23,940Pt VII · Sec A
Board President, Senior Scientist
$10,992Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Melanie Sastria’s $40K as Administrative & Fiscal Manager is at the 27th percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Erika Westling$10,290$53,130$16,065——
Melanie Sastria$39,673————
Michael Holmes$22,895$36,824———
Deborah Johnson-Shelton————$23,940
Carol Metzler$10,083$10,061$15,292$18,504$10,992

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves health by providing evaluation, intervention, and research dissemination services.

Questions for Ori Community and Evaluation Services

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Provided by the organization

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2 programs · $234K · in their own filed words · FY2020
01

Program Service Development, Program Delivery, or Program Evaluation: An ORI CES project team implemented a Triple P online program use to support familly success in Lane County. An ORI CES team is providing leadership in technological aspects of intervention development and deployment of the Exceptional Coaching for Early Language and…

$210Kprogram expense
02

Social Sciences Research

An ORI CES scientist is conducting personality and assessment research with the Eugene-Springfield Community Sample and with international scientific collaborators and maintaining a public domain personality assessment item pool available for use by personality researchers world-wide.

$23Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$77K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$252K
Ln 12
Gifts and grantsLn 1h$252K
Investment incomeLn 3$4
Money outPt IX
$287K
Ln 25
Programscol B$234K
Managementcol C$53K
Owns and owesPt X
$59K
net assets · Ln 32
Cash and savingsLn 1–2$46K
Total assetsLn 16$74K
LiabilitiesLn 26$15K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$252K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$4
Total revenueLn 12$252K
Assets in detailPt X, end of year
CashLn 1$45K
SavingsLn 2$1K
Cash and savings togetherLn 1–2$46K
Total assetsLn 16$74K
LiabilitiesLn 26$15K
Net assetsLn 32$59K
OperationsPt I, VI
EmployeesI 521
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$74K$46K
Total assetsLn 16$117K$74K
LiabilitiesLn 26$23K$15K
Net assetsLn 32$94K$59K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$35K$11K$24K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$94K$85K$9K
Pension plan contributionsLn 8$3K$2K$659
Payroll taxesLn 10$11K$8K$3K
Management feesLn 11a$0
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$1K$1K
Office expensesLn 13$64$44$20
Information technologyLn 14$17K$17K$471
OccupancyLn 16$22K$10K$12K
TravelLn 17$660$660
InsuranceLn 23$645$645
Other expenses (24a–d)Ln 24$101K$100K$775
Total functional expensesLn 25$287K$234K$53K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $391K$329K$62K$123K 990 PDF
FY2023 $431K$524K−$93K$60K 990 PDF
FY2022 $586K$544K$42K$153K 990 PDF
FY2021 $450K$398K$52K$111K 990 PDF
FY2020 Viewing $252K$287K−$35K$59K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $251,769 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $305,118$251,765
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $52$4
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $305,170$251,769
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $245,286$142,516
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $90,287$144,045
I-18 Total expensesPrior year $335,573$286,561
I-19 Revenue less expensesPrior year −$30,403−$34,792
Part VI · Governance 6 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $251,769 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$251,765
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$251,765
VIII-3 Investment incomeRelated to mission $4 · Unrelated business $0 · Excluded from tax $0$4
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $4 · Unrelated business $0 · Excluded from tax $0$251,769
Part IX · Statement of functional expenses $286,561 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $10,992 · Management $23,940$34,932
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $84,703 · Management $9,021$93,724
IX-8 Pension plan contributionsPrograms $1,914 · Management $659$2,573
IX-10 Payroll taxesPrograms $8,373 · Management $2,914$11,287
IX-11a Management fees$0
IX-11b Legal feesManagement $1,153$1,153
IX-11c Accounting feesManagement $1,027$1,027
IX-13 Office expensesPrograms $44 · Management $20$64
IX-14 Information technologyPrograms $16,599 · Management $471$17,070
IX-16 OccupancyPrograms $10,100 · Management $12,253$22,353
IX-17 TravelPrograms $660$660
IX-23 InsuranceManagement $645$645
IX-24 Other expenses (24a–d)Programs $100,298 · Management $775$101,073
IX-25 Total functional expensesPrograms $233,683 · Management $52,878 · Fundraising $0$286,561
Part X · Balance sheet $73,909 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $56,174$44,886
X-2 Savings and temporary cash investmentsStart of year $17,581$1,063
X-4 Accounts receivableStart of year $42,323$27,396
X-9 Prepaid expenses and deferred chargesStart of year $707$564
X-16 Total assetsStart of year $116,785$73,909
X-17 Accounts payable and accrued expensesStart of year $22,893$14,707
X-26 Total liabilitiesStart of year $22,893$14,707
X-27 Net assets without donor restrictionsStart of year $93,892$59,202
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $93,892$59,202
X-33 Total liabilities and net assetsStart of year $116,785$73,909
Part XI · Reconciliation of net assets $59,202 net assets at year end
XI-1 Total revenue$251,769
XI-2 Total expenses$286,561
XI-3 Revenue less expenses−$34,792
XI-4 Net assets at start of year$93,892
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$102
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$59,202

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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