Health Alliance for Nonprofits

Nonprofit profile at a glance

EIN
251723744
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Warrendale, PA, USA
Phone
8002736709
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$635,411
Expenses
$639,331
Assets
$0
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • BARBARA HOLBERT (PRESIDENT)

Highest reported compensation

  • ANNE GINGERICH (SECRETARY): $107,829 total reported compensation

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

Overview

Mission

The health alliance for nonprofits was formed to provide nonprofit organizations with affordable, quality health insurance products and information services that address their specific needs including promoting healthier lifestyles for co-workers and their families and a healthier workplace benefiting clients and volunteers, improving the retention of employees, reducing staff turnover and the associated costs of retraining, positively impacting the quality of client service, lowering the cost of purchasing health insurance products and services, lowering administrative and overhead costs, offering nonprofit managers an objective and reliable source of information and technical assistance on how to budget for health insurance products and services, developing customized products that meet the unique characteristics of the nonprofit workforce, managing the operations of the health alliance to be cost neutral. Any excess revenue will be contributed back to the community.

What it reported doing in 2024

In addition, the health alliance for nonprofits raises awareness on critical issues affecting the management of employee benefits. Webinars and email blasts are shared monthly on topics such as cobra, mini-cobra, mental health parity, fmla, ada and other human resources topics.

Operating model

Revenue model
Earned-program. 97% 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.

The verdict

STRONG - 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 program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 90
  • Accountability: 72
  • Sustainability: 23
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99.3%; rating input score 99
  • Program expense ratio: 98.7%; rating input score 99
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 18th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -0.6%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 1.8%; rating input score 59; 59th percentile among comparable filings

Growth

  • Program expense growth: -6.3% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: -13.1% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 99.3% of revenue deployed · 98.7% of spending went to programs
  • Governance: 4 of 5 board members independent · 5 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $631K in reported program spending
  • Leadership: top reported pay $108K · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • 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: 2 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 59/100.