Harmony Health Medical Clinic and Family Resource Center

Nonprofit profile at a glance

EIN
571195947
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-EZ 2013
Location
Marysville, CA, USA
Phone
5307436888
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Services

Official website

Reported finances

Revenue
$9,888,480
Expenses
$10,949,739
Assets
$6,498,125
Liabilities
$1,242,654

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

Leadership & pay

18 people listed

Executive titles in this filing

  • Rachel Farrell (CEO)

Highest reported compensation

  • Craig Rhoades (CMO/PA): $308,603 total reported compensation
  • Rachel Farrell (CEO): $295,405 total reported compensation
  • Nick Sigala (COO): $226,736 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 serve as a community centered provider of services to improve health, education, and economic opportunities for individuals and families.

What it reported doing in 2024

2024 was a kinetic year. The Center was very short providers, adding undue burden to those who remained. To that end, the Center implemented some features to Epic, the new electronic health records platform, to ease providers burdens. One is Abridge, an AI charting application. Another is Impravata, which is a badge that allows providers to log into any computer and be right on the page where they left off, reducing the clicks and wait time for documents to load. Per UDS in 2024, the Center had 4,072 unique patients and a total of 25,896 patient visits, ending the year with 79 employees. The Center served 139 Medication Assisted Treatment patients and continued to provide services in primary care, behavioral health, Medicated Assisted Treatment for opioid addiction and the Street Medicine Program as well as Comprehensive Perinatal Services. The Center added Enhanced Care Management to our myriad services, further supporting patients. Efforts to provide services with our mobile medical unit continued in hard to reach locations including Camptonville and N. San Juan in Nevada County. Two Yuba City clinic sites were merged into one large site, with a big remodel. Optometry was added as a new service, after application and being granted a change in scope. A previously denied appeal in 2023 for change in scope was challenged, and won. Each change in scope provided an increase in the Center's PPS rate. The solar and generator projects at the flagship site on N. Beale Rd. were completed. Partnerships with Yuba College, Sutter Yuba Homeless Consortium, the FRC Network, Camptonville Community Partnership and Yuba and Sutter County Health Departments were maintained. The Center purchased a platform called Compliatric to store all policies and procedures and staff trainings. Efforts to continue to promote strong potential leaders assisting staff to develop leadership skills by attending trainings, sponsored by the consortium. The Center held a very successful board retreat and a staff team building day. The CEO continued to serve as International Chair of Marysville Rotary Club (past Chair), as well as a board member of the consortium (Central Valley Health Network) and continued to serve on CVHNs Financial Committee.

Operating model

Revenue model
Earned-program. 84% of the money available for current operations came from fees and other program 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 - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 53
  • Transparency & Controls: 74
  • Accountability: 100
  • Sustainability: 19
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.2%; rating input score 62
  • Program expense ratio: 56.5%; rating input score 56
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • 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: 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: -10.7%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 0.59; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 45; 45th percentile among comparable filings
  • Officer compensation ratio: 17.6%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 15.4% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 17.9% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 23.2% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 62.2% of revenue deployed · 56.5% of spending went to programs
  • Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $6.2M in reported program spending
  • Leadership: top reported pay $309K · 18 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $817K reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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: Program expense ratio scored 56/100.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 45/100.