Arizona Foundation for Behavioral Health
Nonprofit profile at a glance
- EIN
- 860926611
- IRS 990 coverage
- 2014–2014
- Forms available
- Form 990 2014
- Location
- Phoenix, AZ, USA
- Phone
- 6027129200
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $261,505
- Expenses
- $202,759
- Assets
- $3,455,060
- Liabilities
- $63,563
Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- TED WILLIAMS (CEO/PRESIDENT)
Highest reported compensation
- TED WILLIAMS (CEO/PRESIDENT): $194,713 total reported compensation
- JAMES MEDIS (CFO): $86,241 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promoting & enhancing the behavioral health and well being of Arizona residents by funding ongoing and innovative projects that develop new services or improved methods of delivering...(continued on sch o)
What it reported doing in 2014
Through donation solicitation/fundraising, the foundation willfund ongoing and innovative projects that develop new services orimproved methods of delivering services that enhance thebehavioral health and well-being of Arizona residents.
Operating model
- Revenue model
- Investment-supported. 87% of the money available for current operations came from recurring investment income.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 67% for direct work, and 33% for grants.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 16
- Transparency & Controls: 61
- Accountability: 82
- Sustainability: 76
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 22.5%; rating input score 22
- Program expense ratio: 12.2%; rating input score 12
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 10th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 66.1%; rating input score 66; 40th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 22.5%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 17.04; rating input score 94; 94th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 53; 53rd percentile among comparable filings
- Officer compensation ratio: 11.6%; rating input score 33; 33rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 22.5% of revenue deployed · 12.2% of spending went to programs
- Governance: 9 of 9 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $25K in reported program spending
- Leadership: top reported pay $195K · 14 people listed · 0 of 6 pay-setting controls reported
- Consistency: 24 of 25 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 2 filed related-organization links
- 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.
- High — Financial Efficiency: Mission deployment rate scored 22/100.
- High — Financial Efficiency: Program expense ratio scored 12/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Review — Accountability: Governance controls: 4 of 9 not reported.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 33/100.
- Review — Sustainability: Liabilities to assets ratio scored 53/100.