Arthritis Foundation Northeast Region Inc

Nonprofit profile at a glance

EIN
800489313
IRS 990 coverage
2010–2015
Forms available
Form 990 2015, Form 990-N 2009
Location
New York, NY, USA
Phone
2129848700
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health

Official website

Reported finances

Revenue
$6,868,101
Expenses
$8,108,157
Assets
$22,578,180
Liabilities
$952,248

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • Ingrid Montecino (Regional President & CEO)

Highest reported compensation

  • Ingrid Montecino (Regional President & CEO): $298,333 total reported compensation
  • Sharon Jaycox-Daitz (Regional VP Prog & Inst Giving): $162,636 total reported compensation
  • Ruth Shaw (Regional VP Finance & Admin): $158,133 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

THE MISSION OF THE ARTHRITIS FOUNDATION, NORTHEAST REGION, INC IS TO Improve lives through leadership in the prevention, control and cure of Arthritis and related diseases.

What it reported doing in 2015

Public Health Education- The foundation conducts seminars, webinars, forums and symposia, and disseminates information about arthritis to the general public and individuals affected by arthritis, 3,170 were reached. 3,270 were reached through the information and referral services, 455,600 were reached through quarterly newsletters and 614 were reached through our community based education programs.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 66% for direct work, 11% for grants, and 24% for affiliated organizations.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 87
  • Accountability: 42
  • Sustainability: 37
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.1%; rating input score 91
  • Program expense ratio: 74.1%; rating input score 74
  • Fundraising efficiency: $5.77 raised per $1 spent on fundraising; rating input score 25; 25th 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: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • 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: Limited
  • 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: -18.1%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 2.78; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 10.7%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: -22.6% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -5.7% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -0.5% per year; rating input score 0; 27th percentile among comparable filings

Details

  • Where the money goes: 91.1% of revenue deployed · 74.1% of spending went to programs
  • Governance: 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $6M in reported program spending
  • Leadership: top reported pay $298K · 22 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $751K reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 6 filing years from 2010 to 2015
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • 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: Fundraising efficiency scored 25/100.
  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 21/100.