Great Lakes Hemophilia Foundation Inc

Nonprofit profile at a glance

EIN
237367636
IRS 990 coverage
2009–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Elm Grove, WI, USA
Phone
4142570200
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$1,668,508
Expenses
$1,474,184
Assets
$3,017,695
Liabilities
$446,266

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

Leadership & pay

11 people listed

Executive titles in this filing

  • DAVE AMOROSO (PRESIDENT)
  • JOSHUA WELSH (PRESIDENT (THRU 10/25))
  • BRUCE CARTER (VICE PRESIDENT)
  • DANIELLE LEITNER BAXTER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • DANIELLE LEITNER BAXTER (EXECUTIVE DIRECTOR): $168,881 total reported compensation

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

Overview

Mission

To educate, support and advocate for the bleeding disorders community of Wisconsin.

What it reported doing in 2024

Community services and professional education and training: great lakes hemophilia foundation supports a comprehensive network of health professionals, and patients and their families in providing public education about bleeding disorders. Health care professionals - through the federal grant supported regional network - educate teachers, coaches, emergency room personnel, dentists, and other healthcare professionals and individuals who provide support to individuals with bleeding disorders to ensure safe and healthy outcomes for their patients.great lakes hemophilia foundation is committed to assessing regional training needs and providing training opportunities in its role as the regional core center. As the regional core center, staff provide technical assistance to hemophilia treatment center staff through training using a variety of techniques. New personnel training is carried out: 1) by staff mentorship; 2) through on-the-job training by other team members during team meetings and clinic using a defined set of demonstrated skills and knowledge; 3) at professional meetings; 4) at national training programs like the partners in bleeding disorders opportunities program; 5) through contact with other professionals on a state, regional, and national level; and 6) through training from regional core staff.as the regional core center, great lakes hemophilia foundation is also committed to helping experienced staff update their knowledge and skills by providing ongoing opportunities for professional development, training and growth. These opportunities include but are not limited to providing disciple-specific symposia and annual regional meetings.

Operating model

Revenue model
Grant-funded. 61% of the money available for current operations came from government grants.
Distribution model
Hybrid. The nonprofit split its reported program spending across 45% for direct work, and 55% for grants.
  • 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. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 75
  • Accountability: 90
  • Sustainability: 57
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.2%; rating input score 75
  • Program expense ratio: 74.3%; rating input score 74
  • Fundraising efficiency: $14.74 raised per $1 spent on fundraising; rating input score 50; 50th 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: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 11.6%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 2.05; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 11.5%; rating input score 32; 32nd percentile among comparable filings

Growth

  • Program expense growth: -0.1% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 31st percentile among comparable filings

Details

  • Where the money goes: 75.2% of revenue deployed · 74.3% of spending went to programs
  • Governance: 7 of 7 board members independent · 6 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $1.1M in reported program spending
  • Leadership: top reported pay $169K · 11 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • Related organizations: 13 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.

  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 32/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.