Charity Review

Umpqua Homes for the Handicapped Inc

Standards Not Met
 
(541) 673-2240 1051 W Harvard Ave, Roseburg OR 97471-2924

Standards for Charity Accountability

Governance
  1. 1. Board Oversight
  2. 2. Board Size
  3. 3. Board Meetings
  4. 4. Board Compensation
  5. 5. Conflict of Interest
Measuring Effectiveness
  1. 6. Effectiveness Policy
  2. 7. Effectiveness Report
Finances
  1. 8. Program Expenses
  2. 9. Fund Raising Expenses
  3. 10. Accumulating Funds
  4. 11. Audit Report
  5. 12. Detailed Expense Breakdown
  6. 13. Accurate Expense Reporting
  7. 14. Budget Plan
Fund Raising & Info
  1. 15. Truthful Materials
  2. 16. Annual Report
  3. 17. Website Disclosures
  4. 18. Donor Privacy
  5. 19. Cause Marketing Disclosures
  6. 20. Complaints
  1. Conclusions
  2. Purpose
  3. Tax Status
  4. Financial
Conclusions

Umpqua Homes for the Handicapped Inc does not meet the following 4 Standards for Charity Accountability.

Standard 1: Board Oversight - Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

Umpqua Homes for the Handicapped Inc does not meet this standard because:

Umpqua Homes for the Handicapped, Inc. does not meet Standard 01 because its board of directors does not review the CEO's performance at least once every two years and also does not have a board-approved conflict of interest policy.

Standard 13: Accurate Expense Reporting - Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

Umpqua Homes for the Handicapped Inc does not meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 13 because its audited financial statements for the fiscal year ended June 30, 2013 report no fundraising expenses.

Standard 14: Budget Plan - Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

Umpqua Homes for the Handicapped Inc does not meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 14 because the budget provided does not clearly identify the projected amount to be spent on fundraising activities, though it does outline projected expenses for program services and administration.

Standard 16: Annual Report - Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Umpqua Homes for the Handicapped Inc does not meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 16 because it did not produce an annual report for the past fiscal year.

In addition, BBB requested, but did not receive, complete information on the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: #9

Purpose

Business incorporated: 01/31/1986 in OR

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Umpqua Homes for the Handicapped Inc's for the fiscal year ending Sunday, June 30, 2013.

Source of Funds
United Way $27.00
Fees from Governmental Agencies $6,394,349.00
Private Pay $12,099.00
Food Stamps $60,677.00
Resident Room & Board $338,247.00
Room & Board Offsets $34,763.00
HUD Offsets $28,164.00
Interest $1,802.00
Miscellaneous $1,916.00
Total Income: $6,872,044.00
 
Fusion Chart
 
Administrative Expenses: $30,115,700.00
Total Expenses: $30,115,700.00
 
Expenses in Excess of Income: $23,243,656.00
 
Beginning Net Assets: $481,611,500.00
Ending Net Assets: $515,233,200.00
Total Liabilities: $50,723,700.00
Total Assets: $0.00


An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

Standards Legend

  • Meets Standards IconMeets Standards
  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
  • Review in Progress IconReview in Progress
  • Unable to Verify IconUnable to Verify
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

Umpqua Homes for the Handicapped Inc does not meet meet this standard because:

Umpqua Homes for the Handicapped, Inc. does not meet Standard 01 because its board of directors does not review the CEO's performance at least once every two years and also does not have a board-approved conflict of interest policy.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

BBB requested, but did not receive, complete information on the Umpqua Homes for the Handicapped Inc’s finances and is unable to verify the organization's compliance with this standard.
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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

Umpqua Homes for the Handicapped Inc does not meet meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 13 because its audited financial statements for the fiscal year ended June 30, 2013 report no fundraising expenses.

Close

Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

Umpqua Homes for the Handicapped Inc does not meet meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 14 because the budget provided does not clearly identify the projected amount to be spent on fundraising activities, though it does outline projected expenses for program services and administration.

Close

Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Umpqua Homes for the Handicapped Inc does not meet meet this standard because:

Umpqua Homes for the Handicapped Inc does not meet Standard 16 because it did not produce an annual report for the past fiscal year.