The Arc of Oregon
Standards Not Met
- 6
- 7
- 16
Standards Not Met
Standards Legend
- Meets Standards
- Standards Not Met
- Did Not Disclose
- Review In Progress
- Unable to Verify
Standards For Charity Accountability
Governance
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Board Oversight
Oversight of Operations and Staff: Standard 1
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, fundraising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.The organization meets this standard.
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Board Size
Number of Board Members: Standard 2
Description
Soliciting organizations shall have a board of directors with a minimum of five voting members.The organization meets this standard.
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Board Meetings
Frequency and Attendance of Board Meetings: Standard 3
Description
An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.The organization meets this standard.
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Board Compensation
Compensated Board Members: Standard 4
Description
Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.The organization meets this standard.
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Conflict of Interest
Conflict of Interest: Standard 5
Description
No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.The organization meets this standard.
Measuring Effectiveness
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Effectiveness Policy
Board Policy on Effectiveness: Standard 6
Description
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.The Arc of Oregon does not meet this standard because: Its board of directors does not have an existing board policy stating that the organization's performance and effectiveness will be assessed at least once every two years.The organization's board is working on implementing the Standards for Excellence, which will include development of policies on strategic planning and program assessment.
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Effectiveness Report
Board Approval of Written Report on Effectiveness: Standard 7
Description
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.The Arc of Oregon does not meet this standard because:It has not fully implemented a policy calling for a performance and effectiveness assessment or strategic planning.
Finances
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Program Expenses
Program Service Expense Ratio: Standard 8
Description
Spend at least 65% of its total expenses on program activities.The organization meets this standard.
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Fundraising Expenses
Fundraising Expense Ratio: Standard 9
Description
Spending should be no more than 35% of related contributions on fundraising. Related contributions include donations, legacies, and other gifts received as a result of fundraising efforts.The organization meets this standard.
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Accumulating Funds
Ending Net Assets: Standard 10
Description
Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.The organization meets this standard.
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Audit Report
Financial Statements: Standard 11
Description
Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $1 million, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $1 million, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.The organization meets this standard.
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Detailed Expense Breakdown
Detailed Functional Breakdown of Expenses: Standard 12
Description
Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fundraising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.The organization meets this standard.
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Accurate Expense Reporting
Accuracy of Expenses in Financial Statements: Standard 13
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 fundraising expenses or otherwise understate the amount a charity spends on fundraising, and/or overstate the amount it spends on programs will not meet this standard.The organization meets this standard.
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Budget Plan
Budget: Standard 14
Description
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fundraising, and administration.The organization meets this standard.
Fundraising & Info
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Truthful Materials
Misleading Appeals: Standard 15
Description
Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.The organization meets this standard.
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Annual Report
Annual Report: Standard 16
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, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.The Arc of Oregon does not meet this standard because:The financial review in its 2018-2019 annual report does not provide the organization's total revenue; total expenses; program, fundraising and administrative expense totals; or ending net assets.
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Website Disclosures
Web Site Disclosures: Standard 17
Description
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.The organization meets this standard.
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Donor Privacy
Privacy for Written Appeals & Internet Privacy: Standard 18
Description
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.The organization meets this standard.
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Cause Marketing Disclosures
Cause Related Marketing: Standard 19
Description
Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).The organization meets this standard.
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Complaints
Complaints: Standard 20
Description
Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fundraising practices, privacy policy violations and/or other issues.The organization meets this standard.
Conclusion
The Arc of Oregon does not meet the following 3 Standards for Charity Accountability:
Standard 6: Board Policy on Effectiveness - Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.
The Arc of Oregon does not meet this standard because: Its board of directors does not have an existing board policy stating that the organization's performance and effectiveness will be assessed at least once every two years.The organization's board is working on implementing the Standards for Excellence, which will include development of policies on strategic planning and program assessment.
Standard 7: Board Approval of Written Report on Effectiveness - Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.
The Arc of Oregon does not meet this standard because:It has not fully implemented a policy calling for a performance and effectiveness assessment or strategic planning.
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, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.
The Arc of Oregon does not meet this standard because:The financial review in its 2018-2019 annual report does not provide the organization's total revenue; total expenses; program, fundraising and administrative expense totals; or ending net assets.
The Arc of Oregon meets the remaining 17 Standards for Charity Accountability.
Purpose
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Year, State Incorporated
1954, OR
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Stated Purpose
Promoting and defending thehuman rights of people with intellectual and developmental disabilities andactively supporting their full inclusion and participation in the communitythroughout their lifetimes.
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Also Known As:
Oregon Special Needs Trust, Oregon Training and Consultation
Programs
The Arc in Oregon's programs and services focus on the needs of the intellectual and developmental disability (I/DD) community across the state. Their key programs, OSNT, OTAC and GAPS, are available to all Oregonians with I/DD and their families. The Arc of Oregon also seeks out opportunities for other projects and initiatives that may be offered in partnership with local chapters and/or other disability organizations and agencies.Oregon Special Needs Trust (OSNT): Planning for the future is a critical part of caring for a loved one with a disability. The Oregon Special Needs Trust is a pooled trust established to offer families a dependable, affordable way to provide financial security and an enhanced quality of life for their loved ones, while preserving the benefits they depend on in their daily lives.- Beneficiary-Funded Accounts: A beneficiary-funded trust sub-account, also known as self-settled or first-party trusts, can be established by an individual with a disability, or a parent, guardian or court order. Money deposited into this type of account belongs directly to the beneficiary and may come from a variety of sources: Social Security back payment, injury settlement, inheritance left directly to the beneficiary, personal funds in excess of the $2000 cap asset limit for SSI and OHP, earned income or tribal income. Many people with disabilities have found this to be an effective and important tool in maintaining eligibility for government assistance, while still having access to funds for supplemental needs that are not covered by other programs.- Donor-Funded Trust: Donor funded sub-accounts, also known as third-party trusts, help families plan for the financial future of their loved one without affecting eligibility for government benefits. Typically, these trusts are funded by parents or grandparents through their will, living trust, retirement account or life insurance proceeds. If the account is established while the donor is alive, but won’t be funded until the donor passes away, then it is called a zero-balance or unfunded account. Unfunded accounts are charged a low annual maintenance fee and the original Joinder Agreement may be updated by the donor at any time prior to funding the account.Oregon Training and Consultation (OTAC): The OTAC team teaches practical skills for supporting people who experience disabilities with the dignity and respect they deserve.- Team Training: The OTAC team specializes in working with organizations to design and deliver customized content to meet the unique needs of your team. Whether you need a single course or an entire curriculum, OTAC’s experts can deliver quality training to not only meet your budget and schedule, but to also engage and inspire your staff.- Public Training Events: OTAC trainers facilitate a variety of training opportunities statewide. These training events are usually for disability professionals and family members. They are open to the public and are designed to provide information and education on the most recent tools and techniques for supporting people with disabilities to live independent, self-directed lives as valued members of their community.- Online Training: OTAC's online learning center has on-demand training to accommodate your busy schedule, with new content added frequently.- Professional Mentoring: OTAC offers customized mentorship packages for Behavior Professionals who develop Functional Behavior Assessments (FBA) and Positive Behavior Support Plans (PBSP). This is a peer review opportunity to gain valuable feedback for continued learning and skill development.- Planning, Facilitation & Graphic Recording: OTAC has the skills and experience needed to guide your non-profit organization through a thorough and effective strategic visioning process. They seek to create a respectful environment to empower your team and to create positive change for your organization. Their skilled staff use visual and conceptual metaphors and imagery to lead groups and individuals towards a unified goal or outcome. Their graphic recorder listens and transcribes information, using words and pictures to illustrate the message from any brain-storming session, meeting, seminar or large conference. The results are engaging, creative and inspire action.- Train-the-Trainer: In addition to individual and team training events, OTAC loves to help build capacity of other teams and organizations to offer quality training to families and professionals. They offer several train-the-trainer programs, and can also customize and deliver train-the-trainer curriculum to meet the needs of your organization.Guardianship, Advocacy & Planning Services (GAPS): The GAPS program was established in 1978 in response to parents’ concerns about who might support their child with I/DD when they were no longer able. Today, the GAPS team supports over 70 adults in 17 Oregon counties as legal guardian, health care representative, and/or advocate.- Legal Guardianship: A court may appoint The Arc Oregon serves as legal guardian to a person who needs support and/or safeguarding. This appointment is accepted in the GAPS program only if alternative supports have been explored and determined to be insufficient.- Health Care Advocates: GAPS advocates can serve as a Health Care Representative when asked by a person or appointed by their Individual Support Planning team. This support can be provided for a specific medical decision or for ongoing needs related to general medical care.- Future Planning: Future planning can be beneficial to many aspects of a person’s life, including finances, living arrangements, medical care, education, employment and support services. The Future Planning team is available to help navigate those difficult conversations and offer information and resources to create a comprehensive plan.- Person-Centered Planning: The Arc of Oregon offers a variety of person-centered facilitation options for people who experience I/DD to create a plan for their future. Their certified facilitators help the planning process stay focused on the person to ensure they are active participants in the planning for their own life.- Personal Advocacy: The Arc of Oregon's advocates are experienced and skilled in advocating for the rights of people with I/DD. If you are experiencing difficulty in getting the supports and services you need, GAPS may be able to help you advocate for yourself and your family.
For the year ended June 30, 2019, The Arc of Oregon program expenses were:
| Program services | $986,312 |
| Program Expenses | $986,312 |
Governance & Staff
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CEO
Ms. Emily Braman, Executive Director
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Board Chair
Ms. Anna Keenan-Mudrick, Executive Director
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Chair's Profession / Business Affiliation
Community Access Services
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Board Size
14
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Paid Staff Size
22
Fundraising
Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Planned giving arrangements, Appeals via Social Media (Facebook, etc.), Solicitations for Used Cars.
% of Related Contributions on Fundraising: 1.47%
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 The Arc of Oregon's Audited financial statements for the fiscal year ending June 30, 2019
| Source of Funds | |
|---|---|
| Contract services and fees | $1,125,948 |
| Contributions | $67,068 |
| Investment gain | $53,334 |
| Conference revenue | $33,633 |
| Miscellaneous revenue | $30,906 |
| Fundraising | $17,865 |
| State affiliation fees | $15,264 |
| Total Income | $1,344,018 |
Breakdown of Expenses
| Total Income | $1,344,018 |
| Total Expenses: | $1,443,465 |
| Program Expenses | $986,312 |
| Fundraising Expenses | $17,757 |
| Administrative Expenses | $439,396 |
| Other Expenses | $0 |
| Expenses in Excess of Income | $99,447 |
| Beginning Net Assets | $1,310,324 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $1,210,877 |
| Total Liabilities | $22,328,990 |
| Total Assets | $23,539,867 |
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