Partnership Health Plan Inc

Nonprofit profile at a glance

EIN
331120199
IRS 990 coverage
2010–2011
Forms available
Form 990 2011
Location
Eau Claire, WI, USA
Phone
8008421814
Rating confidence
Limited
Sector
Group Health Practice (Health Maintenance Organizations)

Official website

Reported finances

Revenue
$118,633,284
Expenses
$118,578,446
Assets
$24,653,658
Liabilities
$16,131,067

Source: IRS Form 990. Selected filing: tax year 2011. Amounts in USD.

Leadership & pay

12 people listed

Source: IRS Form 990. Selected filing: tax year 2011. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Partnership health plan, inc., through creative teamwork, facilitates quality choices that empower people to live as independently as possible.

What it reported doing in 2011

Partnership health plan, inc (php) is a non-profit, contracted medicare and medicaid health management organization integrating health and long-term care funding and services for frail elderly and adults with physical and developmental disabilities in chippewa, eau claire, dunn, pierce, and st. Croix counties. Php's sole program is designed to control costs and provide better health care alternatives through individualized plans of care. Php uses the resources given in a way that creates little waste; therefore, putting an emphasis on using the right service, in the right amount, in the right place, at the right time. By partnering with the individual, family members, and other providers php fosters independence and helps to keep the member at home or in the community for as long as possible; provides preventative healthcare measures; emphasizes member choice in planning of his/her own care; and reduces cost by providing outpatient health care interventions, integrated financing, efficient use of resources and education. In 2011, php enrollment decreased to 1,611 members. Care management provided 34,533 member visits in 2011 and members were able to spend a combined 553,506 days in a residential setting or their own residence, instead of a nursing home due to the provision of php's services.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 81
  • Accountability: 95
  • Sustainability: 30
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • 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: 99.8%; rating input score 100; 43rd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 84th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 0.21; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 0.65; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 97; 97th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -9.3% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: -66.9% per year; rating input score 0; 1st percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 11 of 11 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $108.7M in reported program spending
  • Leadership: top reported pay $188K · 12 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 2 filing years from 2010 to 2011
  • 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.

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

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 28/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.