Southern District Ubc Health Plan

Nonprofit profile at a glance

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

34 people listed

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

To provide medical benefits for eligible members and their dependents.

The plan provides health and other benefits to eligible participants and covered dependents.

Revenue model: Mixed. Its operating money came from several sources; no one source provided a clear majority.
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 available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 90%; rating input score 90; 4th percentile among comparable filings
Pay-setting controls: Limited
Foreign activity oversight: Limited
Grant itemization coverage: Limited
Major donor itemization: Limited
Related-party transparency: No; rating input score 0

Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
Governance controls: 7 of 7 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- 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

Operating margin: 63.1%; rating input score 97; 97th percentile among comparable filings
Total-asset coverage ratio: 3.13; rating input score 77; 77th percentile among comparable filings
Liabilities to assets ratio: 0.03; rating input score 92; 92nd percentile among comparable filings
Officer compensation ratio: 0%; rating input score 98; 98th percentile among comparable filings

Program expense growth: 5.3% per year; rating input score 100; 43rd percentile among comparable filings
Revenue growth: 19.3% per year; rating input score 100; 93rd percentile among comparable filings
Asset growth: 19.1% per year; rating input score 100; 92nd percentile among comparable filings

Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
Governance: 26 of 26 board members independent · 7 of 7 filing controls reported
Programs: 1 filed program accomplishment
Leadership: top reported pay $0 · 34 people listed
Highest-paid contractors: 5 contractors listed · $6.3M reported
Consistency: 12 of 13 current checks pass · 1 finding to review
Schedules: 3 filed schedules
Filing history: 13 filing years from 2010 to 2024
Contacts: How to reach this organization
Related organizations: 1 filed related-organization link
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.

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

High — Transparency & Controls: Related-party transparency scored 0/100.
Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.