Heritage Harbour Health Group Inc

Nonprofit profile at a glance

EIN
521689876
IRS 990 coverage
2011–2014
Forms available
Form 990 2014, Form 990-EZ 2010
Location
Annapolis, MD, USA
Phone
4102245687
Rating
46
Verdict
MIXED
Rating confidence
Standard
Sector
Health, General and Financing

Official website

Reported finances

Revenue
$247,739
Expenses
$246,646
Assets
$193,117
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • Sandy Reynold (President)

Highest reported compensation

  • Laura Lawrence (Executive Direc): $70,852 total reported compensation
  • Kathryn Medley (Administrative): $19,240 total reported compensation
  • Lori A Adams (Administrative): $19,125 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Heritage Harbour Health Group's main purpose is to assist their senior citizen members with their medical needs thus enabling them to remain in their own homes for as long as possible.

What it reported doing in 2014

The Health Group has a membership base of 714 members. During 2014, the Health Group provided 1,016 blood pressure screenings, made 657 nursing home and hospital visits, 186 medical injections, 254 dressing changes, 95 cases managed, 897 caregiver arrangements and 2,673 RN Consultations.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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 program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 31
  • Transparency & Controls: 92
  • Accountability: 0
  • Sustainability: 41
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31.9%; rating input score 32
  • Program expense ratio: 33%; rating input score 33
  • Fundraising efficiency: $4.15 raised per $1 spent on fundraising; rating input score 19; 19th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 15th 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: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 0.4%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 0.78; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 86; 86th percentile among comparable filings
  • Officer compensation ratio: 51.7%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 1.8% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 5.2% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: -10.1% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 31.9% of revenue deployed · 33% of spending went to programs
  • Governance: 0 of 10 board members independent · 0 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $81K in reported program spending
  • Leadership: top reported pay $71K · 13 people listed
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Filing history: 4 filing years from 2011 to 2014
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 33/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 19/100.
  • Moderate — Sustainability: Operating margin scored 42/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.