Emc Health Foundation

Nonprofit profile at a glance

EIN
814399875
IRS 990 coverage
2016–2024
Forms available
Form 990 2024
Location
Turlock, CA, USA
Phone
2096645184
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$6,389,896
Expenses
$2,312,417
Assets
$22,179,465
Liabilities
$141,536

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • JEFFREY R LEWIS (PRESIDENT & CEO)

Highest reported compensation

  • LINDA STUHMER (DIRECTOR): $475,481 total reported compensation
  • JEFFREY R LEWIS (PRESIDENT & CEO): $460,918 total reported compensation
  • TODD SLECHTA (DIRECTOR): $391,681 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Emc health foundation is committed to promoting and expanding care for members of the community as whole persons, considering their physical, psychosocial, and spiritual health in an atmosphere of professional excellence and human kindness.

What it reported doing in 2024

See schedule oemc health foundation, a wholly owned subsidiary of emc health inc., was created to continue the ministry and support of individuals in the area previously serviced by emanuel medical center. The foundation continues to broaden its impact within the 19 designated zip codes with grant funding for health-related programs that will benefit the people living and working in our communities.this is accomplished through a grantmaking program that:1. Provides educational assistance to ensure the community has greater access to behavioral health services through a designated scholarship program;2. Ensures families facing food insecurity have access to programs to prevent or combat this crisis;3. Funds programs to assist families and community members with access to affordable medications.

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 85% 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 reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 83
  • Accountability: 76
  • Sustainability: 82
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.3%; rating input score 61
  • Program expense ratio: 93%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 5th 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: 98.4%; rating input score 98; 35th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 66.7%; rating input score 67; 11th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • 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: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 63.8%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 9.59; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 50.7%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 13.6% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 10.7% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 26.3% per year; rating input score 100; 91st percentile among comparable filings

Details

  • Where the money goes: 61.3% of revenue deployed · 93% of spending went to programs
  • Governance: 6 of 9 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.2M in reported program spending
  • Leadership: top reported pay $475K · 10 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $120K reported
  • Consistency: 28 of 29 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 9 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.

  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.