Partners Health System Foundation Inc

Nonprofit profile at a glance

EIN
731639346
IRS 990 coverage
2009–2013
Forms available
Form 990 2013
Location
Berlin, WI, USA
Phone
9203611313
Rating
54
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$209,105
Expenses
$91,171
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

12 people listed

Highest reported compensation

  • JOHN FEENEY (BOARD MEMBER): $317,883 total reported compensation
  • TOM KRYSTOWIAK (CFO): $220,701 total reported compensation
  • BARRY ROGERS MD (BOARD MEMBER): $110,238 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the health and wellness of people living in our service communities.

What it reported doing in 2013

The foundation makes funds available to help area children, adults and families who are diagnosed with a serious medical, dental or mental health condition and lack the financial resources to help themselves. The foundation provides support through selected funds to help when an illness becomes a life changing situation. The foundation serves residents of marquette, waushara and green lake counties.a description of the services provided are as follows: - the foundation negotiates with providers on behalf of the grant recipients for reduced fees for their medical services. - the foundation pays for medical and dental services provided to qualified grant recipients. - the foundation pays for other living expenses, i.e.: utility bills, mortgage payment, etc. To qualified grant recipients unable to pay because of financial hardships due to medical issues. - the foundation pays for transportation to and from providers for treatments when they cannot afford the transportation costs. - the foundation refers grant recipients to other health organizations that can provide medical equipment such as cpap machines for little or no cost. The foundation entertains requests for program and equipment needs on behalf of non-profit organizations to benefit the health and wellness of the community, especially children's needs.whether receiving assistance with their medical bills, transportation, lodging or other essential living expenses, grant recipients gain the peace of mind they need to focus first and foremost on their health or the health of their loved one, rather than worrying about those responsibilities.there are three funds established for assistance; the "lucille schultz caring for kids" fund which helps children and their families; the "michael d. Chier memorial fund" provides financial assistance and supportive services to adults with serious medical conditions; and the "helping hands for cancer fund" provides for cancer related needs. In addition there are specific restricted funds and an unrestricted fund for other needs that may arise.

Operating model

Revenue model
Donor-supported. 73% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 87% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up. 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: 51
  • Transparency & Controls: 65
  • Accountability: 51
  • Sustainability: 45
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.2%; rating input score 46
  • Program expense ratio: 67.8%; rating input score 68
  • Fundraising efficiency: $4.7 raised per $1 spent on fundraising; rating input score 22; 22nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 2nd 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: 84.5%; rating input score 84; 45th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 70%; rating input score 70; 17th percentile among comparable filings
  • Governance controls: 2 of 9 controls in place; rating input score 25
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Limited
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 56.4%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 99.5%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 4.2% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: -21.5% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 46.2% of revenue deployed · 67.8% of spending went to programs
  • Governance: 7 of 10 board members independent · 2 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $62K in reported program spending
  • Leadership: top reported pay $318K · 12 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 18 of 20 current checks pass · 2 findings to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 4 filing years from 2009 to 2013
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 13 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.