Arthritis Foundation Great Lakes Region Inc

Nonprofit profile at a glance

EIN
274014550
IRS 990 coverage
2011–2014
Forms available
Form 990 2014
Location
Hilliard, OH, USA
Phone
6148768200
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Health

Official website

Reported finances

Revenue
$12,785,112
Expenses
$11,707,396
Assets
$9,965,405
Liabilities
$710,868

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • Rosemarie Morris (Vice President Finance)

Highest reported compensation

  • Christopher F Smith (Chief Exec Officer): $234,178 total reported compensation
  • Barbara Perez (CMO): $163,902 total reported compensation
  • Mary Kudasick (CDO): $160,460 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases.

What it reported doing in 2014

Public Health Education: We ensure that all people with arthritis and related conditions and their family members have the knowledge, skills, and resources they need to be proactive in improving their health, including a robust website (www.arthritis.org). We offer evidence-based Programs for Better Living, including exercise programs that have been shown to have significant benefits including arthritis pain reduction, improved mobility, balance and flexibility as well as decreased depression. We serve populations that have experienced disparities in health and health care. We influence public policies and strategies to produce better outcomes for people with arthritis and related conditions.

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 56% for direct work, 10% for grants, and 33% for affiliated organizations.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.9%; rating input score 80
  • Program expense ratio: 85.7%; rating input score 86
  • Fundraising efficiency: $9.25 raised per $1 spent on fundraising; rating input score 44; 44th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • 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: 100%; rating input score 100; 71st 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; 69th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • 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: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.4%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 85; 85th percentile among comparable filings
  • Officer compensation ratio: 6.9%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 22.8% per year; rating input score 100; 90th percentile among comparable filings
  • Revenue growth: 8.8% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 0.5% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 79.9% of revenue deployed · 85.7% of spending went to programs
  • Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $10M in reported program spending
  • Leadership: top reported pay $234K · 23 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 4 filing years from 2011 to 2014
  • Contacts: How to reach this organization
  • Money network: 6 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: Fundraising efficiency scored 44/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • High — Sustainability: Officer compensation ratio scored 25/100.