Belmont Professional Associates Inc

Nonprofit profile at a glance

EIN
311352493
IRS 990 coverage
2010–2020
Forms available
Form 990 2020
Location
Barnesville, OH, USA
Phone
7404255116
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$2,258,296
Expenses
$1,984,833
Assets
$351,457
Liabilities
$790,278

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • DAVID PHILLIPS (PRESIDENT)

Highest reported compensation

  • DR SHAUN ROE (PHYSICIAN): $322,538 total reported compensation
  • DAVID PHILLIPS (PRESIDENT): $287,970 total reported compensation
  • DR STACY R MEEKS (PHYSICIAN): $225,089 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the community's health through the efficient provision, coordination, and integration of quality health services, health education, and research. To provide compassionate, quality health services according to the spiritual, psychological, social, religious, environmental and economic needs of our communities.

What it reported doing in 2020

Belmont professional associates, inc. Provides medical services to the community for approximately 15,463 patient visits in 2020. If patients qualify under the charity care policy of the organization, they are provided with either free services or a reduced rate on a sliding scale based on the federal poverty guidelines. Some of these patients would not have health care without these physician services.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% 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.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 65
  • Accountability: 68
  • Sustainability: 27
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.3%; rating input score 78
  • Program expense ratio: 89%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 60%; rating input score 60; 9th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.1%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0.18; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 2.25; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 44.2%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -4.1% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: 5% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: -5.9% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 78.3% of revenue deployed · 89% of spending went to programs
  • Governance: 3 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.8M in reported program spending
  • Leadership: top reported pay $323K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 24 of 24 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 11 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 3 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.