Agave Health Inc

Nonprofit profile at a glance

EIN
462971316
IRS 990 coverage
2013–2016
Forms available
Form 990 2016
Location
Albuquerque, NM, USA
Phone
5052681124
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$846,578
Expenses
$2,697,005
Assets
$274,052
Liabilities
$3,167,956

Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • JEFF JORDE (PRESIDENT)
  • EMMYLOU EMRICK (VICE PRESIDENT OUT-PATIENT)

Highest reported compensation

  • JEFF JORDE (PRESIDENT): $258,158 total reported compensation
  • MICHAEL FETT (CHIEF FINANCIAL OFFICER): $178,709 total reported compensation
  • DR HEATH KILGORE (DIRECTOR FINANCIAL SERVICES/CFO): $176,003 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We inspire people to feel better and reach their potential. Through helping people discover their strengths, we improve our communities.

What it reported doing in 2016

Behavior management services (bms)designed to match children and youth with trained adults who provide 1:1 behavioral assistance in their home, school, and/or community and teach a variety of life skills to promote success. Parents are provided tools and support for more effective parenting. Bms is designed to serve children in the least restrictive environment possible and may be utilized to transition children from higher levels of care to their home, school, and community; making it possible for children to maintain in the least restrictive setting.comprehensive community support services (ccss)the purpose of comprehensive community support services (ccss) is to coordinate and provide services and resources to consumers/families necessary to promote recovery, rehabilitation, and resiliency. Ccss identifies and addresses the barriers that impede the development of skills necessary for independent functioning in the community, as well as strengths which may aid the consumer or family in the recovery or resiliency process. Ccss activities address goals specifically in the following areas: independent living, learning, working socialization, and recreation. Ccss also include supporting a consumer and family in crises situations and providing individual interventions to develop or enhance a consumer's ability to make informed and independent choices. Psychiatric rehabilitation groups (psr) the goal of our psychiatric rehabilitation program is to assist individuals in learning the skills necessary to maintain independent lifestyles in the community. Skills training is offered in group settings, assisting the persons served to achieve their goals of choice in the following course/areas: -education groups assist in understanding and managing mental illness -pre-vocational skills training -community living -community activities and outings -socialization -leisure education/awareness -dual diagnosis education individuals served are referred to the psr program by their community support specialist to address a wide variety of skills training and education, which will focus on the individuals' recovery process. Goals are identified by the individual and tracked for completion throughout the 90 day cycle.counseling and psychotherapylicensed therapists are able to work with individuals, couples, families, and groups. Individual seeking therapy may request this service during intake or at any time during enrollment at agave health. Sessions are provided by appointment with the assigned clinician. Medication support services (mss)agave health's nursing provides medication support services (mss). The nurses are part of a multidisciplinary team that ensures consumer's consistent use of their mediations, assess their response to medications, and provide education regarding their illness and medications. Mss is a collaborative process involving the consumer and the consumer's multidisciplinary team. Psychotropic education will be provided on all medications and will always be an ongoing part of the process. Consumers will continually be trained to assume independent responsibility for medication maintenance. Substance abuse services substance abuse services are provided at agave health in both individual counseling and group format to address the needs of those consumers dealing with substance use related issues. Clinical staff members at agave health can also provide the addiction severity index (asi) an assessment which evaluates for substance abuse and/or mental health needs. The assessment can be a useful tool in learning more about oneself and substance use issue. The assessment clinician will provide helpful treatment recommendations that a consumer can incorporate in his or her own recovery.intensive outpatient program (iop)provides a time-limited, multi-faceted approach to treatment service for individuals who require structure and support to achieve and sustain recovery. Iop must utilize, at a minimum, a research-based model and targe

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 71
  • Accountability: 91
  • Sustainability: 6
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 32.9%; rating input score 33
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -218.6%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 0.1; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: 11.56; rating input score 0; 0th percentile among comparable filings
  • Officer compensation ratio: 10%; rating input score 36; 36th percentile among comparable filings

Growth

  • Program expense growth: -34.3% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -41.3% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: -23.7% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 32.9% of spending went to programs
  • Governance: 5 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $888K in reported program spending
  • Leadership: top reported pay $258K · 9 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 4 filing years from 2013 to 2016
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 33/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 5/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 36/100.