The Arc Oregon FY2022 filing

Tax-deductible

Salem, OR501(c)(3)EIN 93-0504507

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The Arc of Oregon, together with its network of members and affiliated chapters, advocates for the rights and full community participation of all children and adults with intellectual and developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$138K 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

FY2022 · 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 $42K a year · 3% 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
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$138K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $32K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$23.4M
93% of total assets
Concern: liabilities are 93% of assets; over 80%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+10% vs prior year
Spent
$1.4M
To programs
74%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$1.5M
FY2022▲ +10%
Revenue by fiscal year
FY2020$1.8M
FY2021$1.3M
FY2022$1.5M
FY2023$1.3M
FY2024$1.6M
FY2024$1.8M
Expenses
$1.4M
FY2022▲ +10%
Expenses by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.4M
FY2023$1.5M
FY2024$1.7M
FY2024$1.7M
Net assets
$1.7M
FY2022▼ -7%
Net assets by fiscal year
FY2020$1.6M
FY2021$1.8M
FY2022$1.7M
FY2023$1.5M
FY2024$1.4M
FY2024$1.6M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1956.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.0M Management & general 26% · $362K Fundraising 0% · $7K

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

15 people listed on the 990; $138K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Di
$71,700Pt VII · Sec A
Executive Di
$65,966Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2022FY2021FY2020
Emily Braman$84,020$80,387$65,966——
Paula Boga——$71,700$73,247$72,183
Paula Markovitz————$72,183
Missy Bartolome————$36,354

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.

See The Arc Oregon executive salaries →

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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

Advocates for rights and full community participation for people with intellectual and developmental disabilities.

Provided by the organization

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2 program services account for $1.0M of program spending, described in the organization's own filed words · FY2021.
01

The guardianship, advocacy and planning services program (gaps) ensures high quality of life for people with INTELLECTUAL/DEVELOPMENTAL disabilities through guardianship, advocacy and health care advocacy. This program started serving more people through health care advocacy this year.

$868Kprogram expense
02

The oregon special needs trust (osnt) is a program of the arc oregon providing an affordable means of supplemental support for people with disabilities without jeopardizing governmental support.

$164Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$32K
Grants paid · 2 grants · $201K · 2023–2024
Unitemized GrantFY2024$127,889
Unitemized GrantFY2023$73,344

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$286K
Investment incomeLn 3$34K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.0M
Managementcol C$362K
Fundraisingcol D$7K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$455K
Total assetsLn 16$25.2M
LiabilitiesLn 26$23.4M
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$286K
Government grantsLn 1e$206K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$34K
Other incomeLn 4–11$12K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$455K
Cash and savings togetherLn 1–2$455K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$59K
Other assetsLn 15$23.4M
Total assetsLn 16$25.2M
LiabilitiesLn 26$23.4M
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 525
VolunteersI 618
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$562K$455K
InvestmentsLn 11–13$1.2M$1.1M
Land, buildings, equipmentLn 10c$62K$59K
Total assetsLn 16$28.8M$25.2M
LiabilitiesLn 26$26.9M$23.4M
Net assetsLn 32$1.8M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$138K$108K$29K$326
Other salaries and wagesLn 7$700K$552K$147K$2K
Other employee benefitsLn 9$101K$75K$26K
Payroll taxesLn 10$65K$50K$15K$149
Legal feesLn 11b$15K$14K$687
Accounting feesLn 11c$127K$100K$27K$302
Other fees for servicesLn 11g$22K$10K$8K$4K
Advertising and promotionLn 12$2K$604$1K
Office expensesLn 13$23K$11K$12K$254
Information technologyLn 14$51K$19K$32K
OccupancyLn 16$37K$29K$8K$89
TravelLn 17$14K$11K$3K
Conferences, conventions and meetingsLn 19$25K$24K$1K
InterestLn 20$39$39
Depreciation, depletion and amortizationLn 22$9K$7K$2K
InsuranceLn 23$14K$11K$3K$33
Other expenses (24a–d)Ln 24$58K$11K$46K$110
Total functional expensesLn 25$1.4M$1.0M$362K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.6M$1.7M−$126K$1.4M 990 PDF
FY2023 $1.3M$1.5M−$176K$1.5M 990 PDF
FY2022 Viewing $1.5M$1.4M$55K$1.7M 990 PDF
FY2021 $1.3M$1.3M$54K$1.8M 990 PDF
FY2020 $1.8M$1.4M$400K$1.6M 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,455,523 across 7 lines filed
VIII-1e Government grants$206,100
VIII-1f All other contributions, gifts and grants$79,997
VIII-1h Total contributions, gifts and grants$286,097
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,123,564$1,123,564
VIII-3 Investment incomeExcluded from tax $33,682$33,682
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $12,180$12,180
VIII-12 Total revenueRelated to mission $1,123,564 · Excluded from tax $45,862$1,455,523
Part IX · Statement of functional expenses $1,400,317 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $108,491 · Management $28,849 · Fundraising $326$137,666
IX-7 Other salaries and wagesPrograms $551,630 · Management $146,683 · Fundraising $1,660$699,973
IX-9 Other employee benefitsPrograms $74,622 · Management $26,323$100,945
IX-10 Payroll taxesPrograms $49,692 · Management $15,152 · Fundraising $149$64,993
IX-11b Legal feesPrograms $13,914 · Management $687$14,601
IX-11c Accounting feesPrograms $100,420 · Management $26,703 · Fundraising $302$127,425
IX-11g Other fees for servicesPrograms $10,128 · Management $7,922 · Fundraising $3,650$21,700
IX-12 Advertising and promotionPrograms $604 · Management $1,232$1,836
IX-13 Office expensesPrograms $10,679 · Management $11,756 · Fundraising $254$22,689
IX-14 Information technologyPrograms $18,759 · Management $32,294$51,053
IX-16 OccupancyPrograms $29,423 · Management $7,824 · Fundraising $89$37,336
IX-17 TravelPrograms $10,886 · Management $3,288$14,174
IX-19 Conferences, conventions and meetingsPrograms $23,844 · Management $1,487$25,331
IX-20 InterestManagement $39$39
IX-22 Depreciation, depletion and amortizationPrograms $6,895 · Management $2,336$9,231
IX-23 InsurancePrograms $10,877 · Management $2,892 · Fundraising $33$13,802
IX-24 Other expenses (24a–d)Programs $11,182 · Management $46,231 · Fundraising $110$57,523
IX-25 Total functional expensesPrograms $1,032,046 · Management $361,698 · Fundraising $6,573$1,400,317
Part X · Balance sheet $25,153,233 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $561,610$454,627
X-4 Accounts receivableStart of year $284,726$213,477
X-9 Prepaid expenses and deferred chargesStart of year $27,106$17,597
X-10c Land, buildings and equipment, netStart of year $62,423$58,907
X-11 Publicly traded securitiesStart of year $1,225,370$1,055,910
X-15 Other assetsStart of year $26,589,350$23,352,715
X-16 Total assetsStart of year $28,750,585$25,153,233
X-17 Accounts payable and accrued expensesStart of year $95,971$89,908
X-26 Total liabilitiesStart of year $26,915,805$23,442,623
X-27 Net assets without donor restrictionsStart of year $1,823,277$1,699,282
X-28 Net assets with donor restrictionsStart of year $11,503$11,328
X-32 Total net assets or fund balancesStart of year $1,834,780$1,710,610
X-33 Total liabilities and net assetsStart of year $28,750,585$25,153,233
Part XI · Reconciliation of net assets $1,710,610 net assets at year end
XI-1 Total revenue$1,455,523
XI-2 Total expenses$1,400,317
XI-3 Revenue less expenses$55,206
XI-4 Net assets at start of year$1,834,780
XI-5 Net unrealized gains (losses) on investments−$199,801
XI-8 Prior period adjustments$20,425
XI-10 Net assets at end of year$1,710,610

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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