Fidelity Health Care
Nonprofit profile at a glance
- EIN
- 311075381
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Dayton, OH, USA
- Phone
- 9374999942
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health - General and Rehabilitative N.E.C.
Reported finances
- Revenue
- $54,746,957
- Expenses
- $54,029,946
- Assets
- $24,153,609
- Liabilities
- $2,226,390
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- J NICK LAIR (PRESIDENT & CEO)
Highest reported compensation
- J NICK LAIR (PRESIDENT & CEO): $591,838 total reported compensation
- RENEE L MOCK (BOARD TREASURER): $476,882 total reported compensation
- JOSEPH P ALLEN MD (BOARD VICE-CHAIR): $472,424 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We care. We teach. We innovate. We serve.
What it reported doing in 2024
Fidelity health care (fhc) operated a retail pharmacy in five locations within premier health affiliated hospitals and health centers. The pharmacies primarily serve patients receiving health care services at these locations.the community wellness program offers comprehensive nursing services to schools by offering a full-time clinic with one-on-one nursing and substitute nurse staffing services. The school nurse program is staffed by 2 licensed school nurses (lsn), a supervisor, and a medical director that oversees our protocols and clinical guidelines. The nurses provide full nursing services within the embedded schools depending on the needs of the students which include medication management, monitoring immunization timing and completion of all series, injury care and referrals. Furthermore, the school nurses and athletic trainers provide cpr training to meet the house bill that mandates all high school students need to be trained on cpr.fhc serves employer groups such as school districts, municipalities, manufacturing facilities and more. Fhc offers a variety of services that include biometric screenings, flu vaccinations, wellbeing workshops and challenges, lifestyle coaching and lifestyle management programs such as: nicotine cessation, empower your lifestyle, sustainable wellness and check-control-connect. Additional preventative offerings include skin screenings and prostate specific antigen (psa) screenings. The biometric screenings encompass measures of total cholesterol, high-density or low-density lipoprotein (hdl or ldl cholesterol), blood glucose, hemoglobin a1c, blood pressure and body composition measurements. Additional screenings may include: cotinine levels and/or hearing and vision screenings. Events are held at employer groups. In 2024, fhc staff impacted 14,506 employees and spouses. Total screening numbers included 2,294 cholesterol/blood pressure screenings, 304 blood pressure only screenings,1,053 lipid screenings, 2,428 blood glucose screenings, 3,124 a1c screenings, 222 cotinine screenings, 3,362 body composition measurements, 480 waist circumference measures, 53 hearing screenings, 645 vision screenings, 84 psa screenings, and 9,190 flu shots. The following participants were positively impacted through health education initiatives and programming: 438 health risk assessments were completed, 716 coaching sessions were logged, 1,116 attended a workshop (virtual and in-person), 184 participated in a challenge and 6 participated in a lifestyle management program. Fhc attended many health fair events in 2024 and engaged a total of 765 in health education through look-n-learn booths.mini health clinics located at the university of dayton, wilberforce college, and masonic home. Providing students at the colleges and residents of the masonic home with convenient access to care. Expressions of hope (eoh) is a service for women offered by fidelity health care. Eoh services are designed to offer women a wide range of post mastectomy and lumpectomy products.fhc provides cpr training to internal and external customers.
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- 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.
- Includes noncash contributions: Reported contributions include donated property or goods.
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: 78
- Transparency & Controls: 60
- Accountability: 56
- Sustainability: 37
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.1%; rating input score 88
- Program expense ratio: 86.1%; rating input score 86
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 8th 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: Scored; rating input score 0
Accountability
- Independent voting board: 25%; rating input score 25; 10th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- 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: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.3%; rating input score 39; 39th percentile among comparable filings
- Total-asset coverage ratio: 0.45; rating input score 16; 16th percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 84; 84th percentile among comparable filings
- Officer compensation ratio: 3.1%; rating input score 36; 36th percentile among comparable filings
Growth
- Program expense growth: 1.5% per year; rating input score 100; 13th percentile among comparable filings
- Revenue growth: 3.2% per year; rating input score 100; 24th percentile among comparable filings
- Asset growth: 7.3% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 88.1% of revenue deployed · 86.1% of spending went to programs
- Governance: 1 of 4 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $46.5M in reported program spending
- Leadership: top reported pay $592K · 12 people listed · 0 of 6 pay-setting controls reported
- Consistency: 28 of 29 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors, executive pay, and related organizations
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Related organizations: 29 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 — Accountability: Independent voting board scored 25/100.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- Moderate — Sustainability: Operating margin scored 39/100.
- High — Sustainability: Total-asset coverage ratio scored 16/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 36/100.