Dr Lorna Breen Heroes' Foundation
Nonprofit profile at a glance
- EIN
- 851509081
- IRS 990 coverage
- 2021–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020
- Location
- Charlottesville, VA, USA
- Phone
- 4342494285
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Nonmonetary Support N.E.C.
Reported finances
- Revenue
- $2,274,094
- Expenses
- $2,223,060
- Assets
- $2,202,994
- Liabilities
- $331,374
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- J COREY FEIST (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- STEFANIE SIMMONS (CHIEF MEDICAL OFFICER): $268,644 total reported compensation
- J COREY FEIST (CHIEF EXECUTIVE OFFICER): $253,469 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The foundation's mission is to reduce burnout of health care professionals and safeguard their well-being and job satisfaction. We envision a world where seeking mental health services is universally viewed as a sign of strength for health care professionals.
What it reported doing in 2024
Accelerating solutions: the dr. Lorna breen heroes' foundation is dedicated to addressing the operational practices and processes driving health worker burnout, while changing how the healthcare industry supports health workers' mental health. Through all in: caring for caregivers, we guide and equip hospitals, clinics, and other care facilities in building a thriving and sustainable workforce where health workers have the support, structures, and culture they need to deliver exceptional care today and for generations to come. Together, we improve workplace policies and practices that reduce burnout and normalize help-seeking - going beyond encouraging self-care and individual resilience to focus on operational-level improvements. We have equipped 35,000+ healthcare leaders to improve workplace policies and practices that reduce burnout, normalize help-seeking, and strengthen professional wellbeing. We are also working with 30+ healthcare organizations to accelerate quality improvement projects that address the top driver of burnout - administrative burden. For example, one participating hospital improved their staff retention and engagement while improving quality of work and patient experience/engagement scores. During this hospital's quality improvement project, they decreased their workforce's cognitive burden by addressing ehr alert fatigue - reducing unnecessary inpatient alerts by 52% and unnecessary ambulatory alerts by 73% per month.
Operating model
- Revenue model
- Donor-supported. 70% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 89% 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. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 75
- Accountability: 57
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.2%; rating input score 77
- Program expense ratio: 78.5%; rating input score 78
- Fundraising efficiency: $5 raised per $1 spent on fundraising; rating input score 17; 17th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 81.8%; rating input score 82; 15th percentile among comparable filings
- Governance controls: 2 of 9 controls in place; rating input score 22
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 2.2%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 0.99; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 50; 50th percentile among comparable filings
- Officer compensation ratio: 23.5%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: 53.6% per year; rating input score 100; 97th percentile among comparable filings
- Revenue growth: 41.3% per year; rating input score 100; 97th percentile among comparable filings
- Asset growth: 49.4% per year; rating input score 100; 98th percentile among comparable filings
Details
- Where the money goes: 77.2% of revenue deployed · 78.5% of spending went to programs
- Governance: 9 of 11 board members independent · 2 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $1.7M in reported program spending
- Leadership: top reported pay $269K · 11 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 2 contractors listed · $322K reported
- Consistency: 32 of 32 current checks pass
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: 4 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 — Accountability: Governance controls: 6 of 8 not reported.
- High — Financial Efficiency: Fundraising efficiency scored 17/100.
- Moderate — Sustainability: Operating margin scored 42/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- High — Sustainability: Officer compensation ratio scored 9/100.
- Review — Sustainability: Liabilities to assets ratio scored 50/100.