Preferred Behavioral Health Foundation
Nonprofit profile at a glance
- EIN
- 200341602
- IRS 990 coverage
- 2013–2013
- Forms available
- Form 990 2013
- Location
- Brick, NJ, USA
- Phone
- 7324581700
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $61,171
- Expenses
- $63,508
- Assets
- $53,470
- Liabilities
- $4,900
Source: IRS Form 990. Selected filing: tax year 2013. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- PENNY VACARRO (EXECUTIVE DIRECTOR)
People named in this filing
- CHRISTOPHER CONWAY (TRUSTEE)
- JOHN HALLERAN (TRUSTEE)
- SHARON MALLIKARJUN (TRUSTEE)
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 2013. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote the awareness of mental health issues and raise funds to support programs that address them.
Operating model
- Revenue model
- Other-operating. 85% of the money available for current operations came from other operating revenue.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
SUPPORTED - 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: 78
- Transparency & Controls: 87
- Accountability: 100
- Sustainability: 33
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.5%; rating input score 89
- Program expense ratio: 86.2%; rating input score 86
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 24th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 96%; rating input score 96; 56th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Limited
- Other executive compensation review process: Limited
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -3.8%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 0.84; rating input score 24; 24th percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 89.5% of revenue deployed · 86.2% of spending went to programs
- Governance: 12 of 12 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $55K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 20 of 21 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes grants
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 5 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.
- Review — Sustainability: Operating margin scored 50/100.
- High — Sustainability: Total-asset coverage ratio scored 24/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.