Heritage Valley Sewickley Foundation

Nonprofit profile at a glance

EIN
251801533
IRS 990 coverage
2009–2017
Forms available
Form 990 2017
Location
Moon Township, PA, USA
Phone
4127497121
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$499,666
Expenses
$219,321
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • NORMAN MITRY (PRESIDENT & CEO)
  • BRYAN J RANDALL (VICE-PRESIDENT, FINANCE & CFO)

Highest reported compensation

  • NORMAN MITRY (PRESIDENT & CEO): $951,385 total reported compensation
  • BRYAN J RANDALL (VICE-PRESIDENT, FINANCE & CFO): $494,760 total reported compensation
  • LUBNA BUKHARI MD (DIRECTOR): $258,848 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule oheritage valley sewickley foundation is a supporting organization and is responsible for carrying out the philanthropic activities for heritage valley sewickley, division of valley medical facilities, by providing stewardship for monies raised while working toward enhancement of patient care and programs throughout the community.

What it reported doing in 2017

Transferred to valley medical facilities, inc., a related tax-exempt organization, to reimburse for costs allocated to heritage valley sewickley, a division of valley medical facilities, inc. For community health services (chs), which provide patients living with chronic health conditions the highest quality and most efficient care through programs in pregnancy health service, pediatric asthma, diabetes comprehensive care, community advanced illness, smoking cessation, metabolic syndrome, community outreach programs and pediatric obesity.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

MIXED - Most filed governance safeguards are in place. 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: 59
  • Transparency & Controls: 52
  • Accountability: 69
  • Sustainability: 45
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.3%; rating input score 58
  • Program expense ratio: 68.5%; rating input score 69
  • Fundraising efficiency: $7.09 raised per $1 spent on fundraising; rating input score 32; 32nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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: Scored; rating input score 0
  • Grant itemization coverage: 100%; rating input score 100; 79th percentile among comparable filings
  • Major donor itemization: No; rating input score 0
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 55.6%; rating input score 56; 15th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 56.1%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 79.2%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: -18.3% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: -13.3% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -3.8% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 58.3% of revenue deployed · 68.5% of spending went to programs
  • Governance: 5 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 7 filed program accomplishments · $150K in reported program spending
  • Leadership: top reported pay $951K · 10 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 9 filing years from 2009 to 2017
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 18 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Independent voting board scored 56/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 32/100.
  • High — Transparency & Controls: Major donor itemization scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 1/100.