Methodist Occupational Health Centers Inc

Nonprofit profile at a glance

EIN
351844176
IRS 990 coverage
2010–2020
Forms available
Form 990 2020
Location
Indianapolis, IN, USA
Phone
3179634842
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)
Affiliation
Christianity

Official website

Reported finances

Revenue
$12,298,120
Expenses
$14,527,894
Assets
$22,548,606
Liabilities
$11,111,453

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

10 people listed

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide occupational health care to the work force through a broad spectrum of preventive, diagnostic, treatment, and therapeutic services in order to promote healthier and more productive employees.

What it reported doing in 2020

Methodist occupational health centers, inc. ("methodist occupational health centers") delivers effective on-site employee health services to employers primarily through its disregarded entity, workplace health services, llc d/b/a iu health business solutions ("iu health business solutions"). Iu health business solutions brings more than 40 years of experience providing a broad range of occupational health services designed to meet specific business needs. Iu health business solutions delivers cost effective healthcare solutions at or near your workplace. On-site clinics provide dedicated preventive and primary care services to employees and their dependents, lowering healthcare costs by improving the health of your employees. In every iu health on-site clinic, your employees will receive healthcare built on the excellence of Indiana university health. As an academic health center, iu health works in partnership with iu school of medicine to train physicians, blending breakthrough research and high-quality patient care. As a provider of occupational health services, the majority of its revenue is either received directly from the employers it contracts with or through the employers' workers' compensation insurance. Accordingly, employees that receive services are not directly responsible for payment for their care. Thus, the need for iu health business solutions to provide financial assistance is virtually nonexistent. When medically indicated, iu health business solutions will refer patients to the Indiana university health care system, where financial assistance is provided, should it be necessary. Also in furtherance of its exempt purpose, iu health business solutions is involved in community educational programs and is committed to occupational health training and preventive care.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating 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

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

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 67
  • Accountability: 28
  • Sustainability: 24
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.5%; rating input score 90
  • Program expense ratio: 76.5%; rating input score 77
  • Fundraising efficiency: Limited

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: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • 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: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -18.1%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 1.55; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.49; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 7.7%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: -6% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -8.6% per year; rating input score 0; 2nd percentile among comparable filings
  • Asset growth: 6.1% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 90.5% of revenue deployed · 76.5% of spending went to programs
  • Governance: 0 of 4 board members independent · 6 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $11.1M in reported program spending
  • Leadership: top reported pay $1.3M · 10 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $615K reported
  • Consistency: 42 of 42 current checks pass
  • Schedules: 5 filed schedules · includes executive pay and related organizations
  • Filing history: 11 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 69 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 — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Officer compensation ratio scored 28/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.