Healthy Wisconsin Alliance Inc

Nonprofit profile at a glance

EIN
203809620
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-EZ 2015
Location
Fitchburg, WI, USA
Phone
6082741820
Rating
56
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$283,000
Expenses
$118,402
Assets
$377,986
Liabilities
$7,256

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

Leadership & pay

6 people listed

Executive titles in this filing

  • ERIC BORGERDING (PRESIDENT)

Highest reported compensation

  • ERIC BORGERDING (PRESIDENT): $1,351,909 total reported compensation
  • BRIAN POTTER (SECRETARY/TREASURER): $172,614 total reported compensation

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

Overview

Mission

Healthy Wisconsin alliance, inc. Was created to promote the social welfare of the citizens of Wisconsin including developing, defining, and encouraging distribution of information about Wisconsin's health care climate and the importance of enabling high quality and accessible health care to the general public.

What it reported doing in 2024

Healthy Wisconsin alliance, inc. Is organized for the promotion of the social welfare of the citizens of Wisconsin, including: to promote, develop, define and encourage distribution of information about Wisconsin's health care climate and the importance of enabling high quality health care to the general public of Wisconsin; to represent the interests of the corporation to affiliated organizations and other parties; to enter any and all contracts necessary to advance the purposes of the corporation; to foster, encourage, and coordinate the development of public policies that will lead to high quality health care and a higher quality of life for Wisconsin citizens; and to engage in other activities to facilitate public education and promote the betterment of the community as a whole.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 65
  • Accountability: 74
  • Sustainability: 70
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.5%; rating input score 27
  • Program expense ratio: 63.3%; rating input score 63
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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: Limited

Accountability

  • Independent voting board: 71.4%; rating input score 71; 19th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • 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: 58.2%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 3.19; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 46.4%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: -2.3% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 26.5% of revenue deployed · 63.3% of spending went to programs
  • Governance: 5 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $75K in reported program spending
  • Leadership: top reported pay $1.4M · 6 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 11 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 2 filed related-organization links
  • 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 — Financial Efficiency: Mission deployment rate scored 27/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.