Arthritis Foundation New England Region Inc

Nonprofit profile at a glance

EIN
042113261
IRS 990 coverage
2011–2014
Forms available
Form 990 2014
Location
Newton, MA, USA
Phone
4017398990
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health

Official website

Reported finances

Revenue
$4,617,772
Expenses
$4,251,363
Assets
$6,464,601
Liabilities
$119,319

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

Leadership & pay

20 people listed

Executive titles in this filing

  • Stephen Evangelista (CEO)

Highest reported compensation

  • Stephen Evangelista (CEO): $233,467 total reported compensation
  • Gail Campbell (CFO): $114,849 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: to assist those in the medical field who provide care to individuals affected by arthritis. This service also works to ensure that arthritis health professionals have the latest information in the care and treatment of people with arthritis.

Operating model

Revenue model
Donor-supported. 78% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 61% for direct work, 8% for grants, and 31% for affiliated organizations.

The verdict

SUPPORTED - 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 program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 61
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.2%; rating input score 72
  • Program expense ratio: 77.6%; rating input score 78
  • Fundraising efficiency: $7.02 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings

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: 100%; rating input score 100; 70th 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: 7.9%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 1.52; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 87; 87th percentile among comparable filings
  • Officer compensation ratio: 8.2%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: -10.8% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: 2.2% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: 7.5% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 72.2% of revenue deployed · 77.6% of spending went to programs
  • Governance: 18 of 18 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $3.3M in reported program spending
  • Leadership: top reported pay $233K · 20 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 38 of 38 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: 3 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 31/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • High — Sustainability: Officer compensation ratio scored 28/100.