OREGON TECHNICAL ASSISTANCE CORPORA

EIN: 930888144 501(c)(3)

SALEM, OR

Total Revenue
$529,659
Total Expenses
$808,078
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
OR
Principal Officer
PAULA BOGA
Phone
5035812726
Tax Period
2017-07-01 to 2018-03-31

OREGON TECHNICAL ASSISTANCE CORPORA, founded in 1984, is a small nonprofit that reported $530K in total revenue in fiscal year 2017. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $808K exceeded revenue, resulting in a 53% operating deficit.

Mission

OUR MISSION IS TO INFLUENCE POSITIVE CHANGE AND PROMOTE EQUITY THROUGH COLLABORATION, INNOVATIVE LEARNING OPPORTUNITIES, AND APPROACHES THAT SUPPORT PEOPLE TO DIRECT THEIR OWN LIVES.

Program Service Accomplishments

Program 1
Expenses: $683,824 Revenue: $523,167

WE ADVOCATE FOR THE RIGHTS OF ALL PEOPLE TO HAVE A VOICE IN PLANNING THEIR OWN LIVES. WE DO THIS BY EDUCATING AND COACHING PROFESSIONALS AND FAMILY MEMBERS WHO PROVIDE SUPPORT TO PEOPLE AT HOME, AT...

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WE ADVOCATE FOR THE RIGHTS OF ALL PEOPLE TO HAVE A VOICE IN PLANNING THEIR OWN LIVES. WE DO THIS BY EDUCATING AND COACHING PROFESSIONALS AND FAMILY MEMBERS WHO PROVIDE SUPPORT TO PEOPLE AT HOME, AT WORK, AND IN THE COMMUNITY. WE TEACH PRACTICAL SKILLS TO HELP SUPPORT PEOPLE WITH THE DIGNITY AND RESPECT THEY DESERVE SO THEY CAN LIVE FULL LIVES AND REACH THEIR FULL POTENTIAL AS VALUED MEMBERS OF THE COMMUNITY. CURRICULUM FOR ALL OF OUR COURSES IS DEVELOPED USING THE EVIDENCED-BASED PRINCIPLES OF PERSON CENTERED PRACTICES AND POSITIVE BEHAVIOR SUPPORTS, TO ENSURE THAT THOSE WHO SUPPORT PEOPLE WITH DISABILITIES DO SO IN A MANNER THAT PUTS THE PERSON BEING SUPPORTED AT THE CENTER OF ALL DECISION MAKING. CONTINUED ON SCHEDULE O DURING FY 2018, WE HELD 120 PUBLIC TRAINING EVENTS, FOR 2216 PARTICIPANTS, ON A VARIETY OF TOPICS RELATED TO PERSON CENTERED PRACTICES, POSITIVE BEHAVIOR SUPPORTS, AND AUTISM SPECTRUM DISORDER. THESE TRAINING EVENTS ALSO INCLUDED TRAINING PROVIDED UNDER TWO CONTRACTS WITH THE OREGON OFFICE OF DEVELOPMENTAL DISABILITY SERVICES FOR BEHAVIOR CONSULTANT TRAINING AND THE OREGON INDIVIDUAL SUPPORT PLAN. IN ADDITION TO PUBLIC TRAINING EVENTS, OUR SPECIALISTS PROVIDED PRIVATE TEAM TRAINING TO EMPLOYEES OF 38 ORGANIZATIONS THAT SERVE PEOPLE WITH DISABILITIES, CONDUCTED PRIVATE CONSULTATIONS WITH 13 FAMILIES SUPPORTING SOMEONE WITH A DISABILITY AT HOME, AND PROVIDED ONE-TO-ONE MENTORSHIP FOR 3 BEHAVIOR CONSULTANTS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $1,965
Program Service Revenue $523,167
Investment Income $4,527
Other Revenue $0
TOTAL REVENUE $529,659

Expense Breakdown

Grants Paid $145,001
Salaries & Benefits $503,131
Fundraising Expenses $3,255
Program Expenses $683,824
Other Expenses $159,946
TOTAL EXPENSES $808,078

Year-over-Year Comparison

2017 2016 Change
Revenue $529,659 $700,429 -0.2%
Expenses $808,078 $957,052 -0.2%
Net Income $-278,419 $-256,623 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
5
Employees
25
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$113,227
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNA KEENAN-MUDRICK PRESIDENT 2.00
Officer Director
$0 $0 $0
STEPHANIE HUNTER VICE PRESIDE 2.00
Officer Director
$0 $0 $0
ADAM AYERS TREASURER/SE 2.00
Officer Director
$0 $0 $0
CANADA TAYLOR DIRECTOR 2.00
Director
$0 $0 $0
CHELSEA HOLCOMB DIRECTOR 2.00
Director
$0 $0 $0
PAULA BOGA EXECUTIVE DI 40.00
Officer
$60,121 $9,576 $69,697
MELISSA BARTOLOME ACCTG SPECIA 40.00
Officer
$35,255 $8,275 $43,530
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $529,659 $808,078 No data $-278,419
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