Arthritis Foundation Great West Region Inc

Nonprofit profile at a glance

EIN
383826066
IRS 990 coverage
2011–2014
Forms available
Form 990 2014
Location
Denver, CO, USA
Phone
2065472707
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Health

Official website

Reported finances

Revenue
$7,193,244
Expenses
$8,785,613
Assets
$13,907,123
Liabilities
$2,266,705

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

Leadership & pay

21 people listed

Executive titles in this filing

  • Scott Weaver (Chief Executive Officer)

Highest reported compensation

  • Scott Weaver (Chief Executive Officer): $214,677 total reported compensation
  • Patricia Handeland (Chief Individual Donor Officer): $174,380 total reported compensation
  • Elizabeth Fall (Chief Mission Officer): $151,122 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

Professional Education and Training: programs conducted to further the knowledge and training of health care professionals who specialize in arthritis treatment. Curriculum and presentations include the latest information in the care and treatment of patients with one of the many forms of arthritis.

Operating model

Revenue model
Donor-supported. 92% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 74% for direct work, 7% for grants, and 20% for affiliated organizations.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95%; rating input score 95
  • Program expense ratio: 77.2%; rating input score 77
  • Fundraising efficiency: $5.07 raised per $1 spent on fundraising; rating input score 21; 21st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 98.5%; rating input score 98; 32nd 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; 65th 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: -22.1%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 1.58; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 10.4%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: -12% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: 36.1% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 95% of revenue deployed · 77.2% of spending went to programs
  • Governance: 15 of 15 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $6.8M in reported program spending
  • Leadership: top reported pay $215K · 21 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $570K reported
  • Consistency: 41 of 42 current checks pass · 1 finding to review
  • 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: 13 filed money-flow records
  • Related organizations: 7 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: Fundraising efficiency scored 21/100.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 21/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.