Integrace Institute Inc

Nonprofit profile at a glance

EIN
522139438
IRS 990 coverage
2010–2019
Forms available
Form 990 2019
Location
Fort Washington, PA, USA
Phone
2156618330
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Alzheimer's Disease Research

Official website

Reported finances

Revenue
$184,189
Expenses
$367,212
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • GERALD T GRANT (CHAIRMAN, PRESIDENT & CEO)
  • JACLYN HARRIS (CHAIR/PRESIDENT (UNTIL 3/19))

Highest reported compensation

  • GERALD T GRANT (CHAIRMAN, PRESIDENT & CEO): $979,930 total reported compensation
  • JACLYN HARRIS (CHAIR/PRESIDENT (UNTIL 3/19)): $695,286 total reported compensation
  • KAREN I CHRISTIANSEN (TREASURER & CFO): $594,584 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of integrace institute, inc. Is to provide the highest quality professional education and conduct and evaluate empirical research on the care of persons with alzheimer's disease and related memory-impairing disorders.

What it reported doing in 2019

Education - the institute is committed to developing and implementing evidence-based educational programs for health care professionals who care for persons with dementia, alzheimer's disease, and other memory impairing disorders. Over the past year, the institute has provided education at different locations throughout Maryland and across the country. Our programs draw a wide range of professionals including physicians, psychologists, nurses, social workers, activity professionals, nursing assistants, psychiatrists, physical therapists, occupational therapists, and administrators. Over the past year, this training resulted in over $160k in revenue.

Operating model

Revenue model
Earned-program. 93% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 66
  • Accountability: 80
  • Sustainability: 1
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 78.4%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 72.7%; rating input score 73; 17th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • 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: -99.4%; rating input score 2; 2nd 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: 203.9%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: -2.4% per year; rating input score 0; 30th percentile among comparable filings
  • Revenue growth: -11.2% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: -7.8% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 78.4% of spending went to programs
  • Governance: 8 of 11 board members independent · 8 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $288K in reported program spending
  • Leadership: top reported pay $980K · 22 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 9 filing years from 2010 to 2019
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 15 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.

  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 0/100.