Fallon Health Weinberg Inc

Nonprofit profile at a glance

EIN
161580245
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Getzville, NY, USA
Phone
7164797276
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$19,831,842
Expenses
$24,361,342
Assets
$41,660,406
Liabilities
$25,797,558

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

Leadership & pay

12 people listed

Highest reported compensation

  • JILL GREEN LEBOW (DIRECTOR - CHAIRPERSON): $542,182 total reported compensation
  • KRISTINE BOSTEK (DIRECTOR - SECRETARY): $378,685 total reported compensation
  • ARUNAN THURAIRAJAH (MEDICAL DIRECTOR): $370,279 total reported compensation

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

Overview

Mission

Fallon health weinberg operates a program for all-inclusive care for the elderly (pace). The mission of the program is to address the long-term care needs for those medicaid, dually eligible (medicare and medicaid), medicare only and private pay individuals in the western New York community who are chronically ill or who have disabilities. The program is designed to keep participants living safely and independently in the comfort of their own home as long as possible. Each participant's highly trained interdisciplinary care team coordinates a plan of care that is personalized and developed to meet each participant's specific needs. The care team continually monitors participant's health status to update the care plan to ensure the participant is receiving the highest quality of care while remaining in the community.

What it reported doing in 2024

The pace program provides services to medicaid, dually eligible (medicare & medicaid), medicare only, and private pay individuals 55 and older within erie and niagara counties who are chronically ill or who have disabilities. The fallon health weinberg pace program is designed to keep participants living safely at their highest level of independence and in the comfort of their own home as long as possible. Through the coordination of personalized care plans, a participant has access to an array of health care services that they receive in their home and in the pace center. A majority of the services provided to participants may be at no cost to the participant. The services provided by the fallon health weinberg pace program include but are not limited to their medical care, prescription drug coverage, care management, home health care, physical, occupational, and speech therapy, personal care, nutrition, audiology, dentistry, optometry, personal emergency response systems, and transportation.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Member-benefit provider. The nonprofit used 83% of its reported program spending for member benefits.

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 a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 60
  • Accountability: 56
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.4%; rating input score 89
  • Program expense ratio: 72.9%; rating input score 73
  • 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: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 33.3%; rating input score 33; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • 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: -22.8%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 1.71; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.62; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 5.2%; rating input score 49; 49th percentile among comparable filings

Growth

  • Program expense growth: 10.3% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 13.8% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 17.7% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 89.4% of revenue deployed · 72.9% of spending went to programs
  • Governance: 2 of 6 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $17.8M in reported program spending
  • Leadership: top reported pay $542K · 12 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 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.
  • Moderate — Accountability: Independent voting board scored 33/100.
  • High — Sustainability: Operating margin scored 4/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Moderate — Sustainability: Officer compensation ratio scored 49/100.