Mary Washington Hospital Auxiliary Inc

Nonprofit profile at a glance

EIN
752985923
IRS 990 coverage
2011–2023
Forms available
Form 990 2023
Location
Fredericksburg, VA, USA
Phone
5407412507
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$187,727
Expenses
$238,365
Assets
$465,251
Liabilities
$1,856

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • CARL LUCAS (PRESIDENT)
  • ROCHELLE GRAY (PAST PRESIDENT)
  • PATRICK CARL (VICE PRESIDENT)

People named in this filing

  • CARL LUCAS (PRESIDENT)
  • ROCHELLE GRAY (PAST PRESIDENT)
  • PATRICK CARL (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mary Washington hospital auxiliary (auxiliary) operates in support of mary Washington hospital, inc. (mwh). Mwh operates an acute care hospital and is exempt from federal and state income taxes as a public charity under irc code 501(c)(3) and section 170(b)(a)(iii). The auxiliary functions to support the hospital through the provision of financial assistance as well as through its volunteer programs. Over the years of operations, the auxiliary and hospital have maintained a highly integrated working relationship.

What it reported doing in 2023

2023 program service accomplishmentsmwh volunteers performed 30,134 hours of service during 2023. With the expansion of our volunteer team to an average of 203 volunteers, we were able to grow our services into all areas of the hospital including the welcome desk in the tompkins-martin medical pavilion, patient folders, regional cancer center, fasc, and increased presence on the fourteen (14) patient care units.we were able to host our junior volunteers during the summer of 2023 which included fifty-three high school students volunteering 40 hours a week for 2 weeks for three summer sessions.other highlights: beaded baby bracelets handcrafted and given to new babies 1,014handmade cough pillows given to post-surgical patients 2,284pet therapy visits 5,198discharge services- 3,033patient escorts 12,120patient deliveries 1,353sunshine cart visits 2,028information desk interactions 32,868the auxiliary held nine regular meetings during 2023 and 2 general membership meetings (september and april). Most meetings were held via ms teams and the general meetings were in-person. We also had a joint auxiliary picnic with the stafford hospital auxiliary and a successful in-person volunteer appreciation luncheon with service awards.during the year, the auxiliary board was asked to consider becoming an entity of mwhc. New bylaws and articles of incorporation were written, and the auxiliary voted to join mwhc in the fall of 2023. On january 1, 2024, the auxiliary became an entity of mwhc, and all finances were absorbed by mwhc. Elections were held in 2023 for the president, treasurer, and one at-large position. The structure of the board will change in 2025.the board held their annual tree of lights fundraiser in december 2023 and raised over $4,000. The auxiliary donated $100,000 to the regional cancer center, lowering the unpaid pledge balance to $134,446.56.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 41% for direct work, and 59% for grants.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 93
  • Accountability: 76
  • Sustainability: 37
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 91.5%; rating input score 92
  • 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: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -27%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 1.95; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -18.4% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -14.9% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 91.5% of spending went to programs
  • Governance: 9 of 9 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $218K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 12 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 3 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.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Sustainability: Operating margin scored 12/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.