NorthCare

Legal name: North Oklahoma County Mental Health Center

Nonprofit profile at a glance

EIN
731134098
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Oklahoma City, OK, United States
Phone
(405) 858-2700
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$34,937,245
Expenses
$35,992,032
Assets
$28,268,741
Liabilities
$6,341,234

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • Phillip Tate (CEO (END: 12/24)/ADVISOR (END:06/25))
  • Belinda Bowen (Vice President)
  • Connie Schlittler (Vice President)
  • Deena Clifton (Vice President)

Highest reported compensation

  • Phillip Tate (CEO (END: 12/24)/ADVISOR (END:06/25)): $2,302,629 total reported compensation
  • Lonnie Rice (CFO): $1,847,271 total reported compensation
  • Shawna Hall (Controller): $926,557 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

NorthCare is here to help you with all of life’s challenges and to assist you on a path of recovery with an integrated approach to treat both body and mind. As a Certified Community Behavioral Health Agency (CCBHC), we are committed to empowering our clients to live healthier lifestyles in order to improve both physical and mental well-being.

What it reported doing in 2024

Family Preservation Program: * Families receive services in their own homes, in their own environment, to help prevent further incidents of abuse & neglect and improve overall family communication, connection, & problem-solving. * Utilizes evidence-based parent education curriculum, SafeCare, to support families in enhancing their skills in parenting, meeting the health needs of their children, and maintaining a safe home environment. * Family Preservation instills HOPE to families within 8 Dimensions of Well Being utilizing the HOPE & Well Being assessment and curriculum. * CHBS works with OKDHS to create individualized plans to support and strengthen children and families, including referrals to mental health services, substance use services, interpersonal/domestic violence services, and community resources.

Operating model

Revenue model
Other-operating. 87% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 85
  • Accountability: 95
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.6%; rating input score 92
  • Program expense ratio: 86.8%; rating input score 87
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th 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: -3%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.79; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 55; 55th percentile among comparable filings
  • Officer compensation ratio: 18.2%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 7.8% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 4.4% per year; rating input score 100; 31st percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 91.6% of revenue deployed · 86.8% of spending went to programs
  • Governance: 12 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $31.3M in reported program spending
  • Leadership: top reported pay $2.3M · 22 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $345K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Sustainability: Operating margin scored 21/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Review — Sustainability: Liabilities to assets ratio scored 55/100.