Caritas Clinics Inc

Nonprofit profile at a glance

EIN
481009910
IRS 990 coverage
2010–2023
Forms available
Form 990 2023, Form 990-T 2020
Location
Leavenworth, KS, USA
Phone
9136518860
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Ambulatory Health Center, Community Clinic

Reported finances

Revenue
$3,602,020
Expenses
$7,174,631
Assets
$3,264,797
Liabilities
$3,543,997

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • MICHELE SURBER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KENE MACKENZIE (DENTIST): $252,900 total reported compensation
  • JANA ZAUDKE (MEDICAL DIRECTOR): $233,762 total reported compensation
  • JANELLE RILEY (MEDICAL DIRECTOR): $200,945 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We reveal and foster god's healing love by improving the health of thepeople and communities we serve, especially those who are poor andvulnerable.

What it reported doing in 2023

As a safety net clinic, we provide primary health care, chronic disease management and medication assistance to very low-income uninsured residents of leavenworth county at saint vincent clinic and wyandotte county at duchesne clinic.for our patients, we are a doctor's office that also provides supporting services. Patients can come to saint vincent clinic and duchesne clinic for: primary health carediagnosis and treatment of common health concerns / urgent carecare of minor injurieslaboratory and radiology serviceschronic disease management, for the nearly 80% of our patients who have at least one chronic disease, like diabetes, heart disease or asthma.preventive care services, including cervical exams, mammograms, sigmoidoscopy, pneumonia and flu vaccines, and patient education services on nutrition, smoking cessation, and diabetes management.chronic disease management- diagnosis and management of chronic conditions such as diabetes and hypertension- health and nutrition education- diabetes education- smoking cessation programmedication assistance- access to medications and routine refills through pharmaceutical company programs- assistance (based on funding) to medications through vouchers to local pharmaciesspecialty care- subsidized vision/dental care referrals- other specialty care, based on donor/partner availabilitysocial services- referrals to social service agencieson may 1, of 2022 marian clinic, inc. Merged with caritas clinics, inc. Marian clinic provides high-quality, patient-centered, complete dental care for the uninsured, underinsured, and those with no dental home. Realizing that oral health is directly connected to overall health, diabetes, stroke, heart disease, pneumonia, mental health, and missed days of work/school. The marian clinic began its dental services in 1989 to help with unmet needs in the community. Marian clinic will continue to provide quality dental care from experienced, licensed dental professionals that are dedicated to helping the whole family enjoy the benefits of good oral healthcare.caritas clinics, inc., is affiliated with sisters of charity of leavenworth health system, inc. On april 1, 2022, sisters of charity of leavenworth health system, inc. Affliated with intermountain health care, inc., creating a model health system that provides high-quality, accessible, and affordable healthcare to communities in Utah, Idaho, Nevada, Colorado, Montana, Wyoming, and Kansas. The organization employs nearly 60,000 caregivers, operates 33 hospitals (including one virtual hospital), and runs hundreds of clinics, while providing health insurance to over one million people in Utah, Idaho and Nevada.as part of intermountain health (integrated health system), caritas clinics has direct access to best practices, resources, technology, talent and strategic capital.caritas clinics history in 1986, sister rosalie mahoney expressed concern that many low-income residents of leavenworth county had no medical coverage or access to care. Her initiative made possible saint vincent clinic, established in 1986, to provide a cost-effective, accessible health care facility for leavenworth residents.recognizing a similar need in wyandotte county, the sisters of charity of leavenworth and many community partners brought sister rosalie's vision alive again with the establishment of duchesne clinic in 1989. The two clinics have been incorporated since 1993 as caritas clinics, inc; providing quality, affordable health care for those in need.founded on the belief that health care is a basic human right, saint vincent and duchesne clinics provide services to indigent patients, regardless of religious affiliation, with an emphasis on the values of compassion, respect of personal dignity, and a sensitivity to human suffering. The clinics' mission is to, in the spirit of the sisters of charity, reveal god's healing love by improving the health of the individuals and communities we serve especially those who are poor and vu

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 99% 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

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: 83
  • Transparency & Controls: 89
  • Accountability: 91
  • Sustainability: 7
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 78.9%; rating input score 79
  • Fundraising efficiency: $3.67 raised per $1 spent on fundraising; rating input score 11; 11th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 9th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 82.7%; rating input score 83; 23rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 64th 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: -99.2%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.46; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 1.09; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 19.3%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 13.5% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 2.7% per year; rating input score 100; 24th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 78.9% of spending went to programs
  • Governance: 8 of 8 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $5.7M in reported program spending
  • Leadership: top reported pay $253K · 21 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 13 filing years from 2010 to 2023
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 78 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 11/100.
  • High — Sustainability: Operating margin scored 1/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.