Arthritis Foundation Pacific Region Inc

Nonprofit profile at a glance

EIN
951885447
IRS 990 coverage
2011–2015
Forms available
Form 990 2015
Location
Los Angeles, CA, USA
Phone
3239545760
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Health

Official website

Reported finances

Revenue
$7,789,290
Expenses
$10,744,030
Assets
$27,030,748
Liabilities
$2,256,481

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

Leadership & pay

28 people listed

Executive titles in this filing

  • J Asher Garfinkel (executive director)
  • manuel loya (president)
  • valerie jones (vice president)
  • amy l robertson (vice president)
  • Teresa Dinh Watanabe (vice president)
  • Angele Price (vice president)

Highest reported compensation

  • manuel loya (president): $334,442 total reported compensation
  • Amy B Daugherty (chief development officer): $255,239 total reported compensation
  • Victoria Fung (chief program officer): $153,275 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 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 represents programs conducted for the purpose of informing the general public on all aspects of arthritis, including information regarding awareness of the disease, eliminating misconceptions about arthritis, advising of the benefits of early detection, intervention and treatment, and maintaining appropriate health behaviors. Examples include much of the activity associated with arthritis today or advocacy.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 33
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 79.7%; rating input score 80
  • Fundraising efficiency: $4.52 raised per $1 spent on fundraising; rating input score 19; 19th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • 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: 99.9%; rating input score 100; 39th 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: -37.9%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 2.52; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 70; 70th percentile among comparable filings
  • Officer compensation ratio: 13.1%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: -22.8% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -5.9% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: 0% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 79.7% of spending went to programs
  • Governance: 23 of 23 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $8.6M in reported program spending
  • Leadership: top reported pay $334K · 28 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 5 filing years from 2011 to 2015
  • Contacts: How to reach this organization
  • Money network: 10 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 19/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 16/100.