Southwest Health Center Foundation Inc

Nonprofit profile at a glance

EIN
391977502
IRS 990 coverage
2009–2015
Forms available
Form 990 2015
Location
Platteville, WI, USA
Phone
6083482331
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$98,444
Expenses
$145,730
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • LORI BAHR (VICE PRESIDENT)
  • DAN ROHRBACH (PRESIDENT / CEO (SHC))

Highest reported compensation

  • DAN ROHRBACH (PRESIDENT / CEO (SHC)): $337,786 total reported compensation
  • MATTHEW STREETER (ADMINISTRATIVE & FISCAL OF): $169,308 total reported compensation
  • TAMILLA RICHTER (EX OFFICIO / EXEUTIVE DIRE): $105,965 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Investing in our future. For life.

What it reported doing in 2015

Southwest health center foundation, inc. Supported southwest health center, inc. By organizing events and projects that raised funds which allowed southwest health center, inc. To upgrade equipment, invest in new medical technologies, expand and enhance services, and respond quickly to emerging healthcare needs and opportunities.southwest health center foundation, inc. Also provided scholarships to local students who were enrolled in higher education courses and pursuing careers in the healthcare industry. Total scholarships awarded in fy 2016 were $33,500, and development grants awarded totaled $1,008.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 35
  • Transparency & Controls: 67
  • Accountability: 67
  • Sustainability: 14
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.4%; rating input score 46
  • Program expense ratio: 23.7%; rating input score 24
  • Fundraising efficiency: $0.67 raised per $1 spent on fundraising; rating input score 13; 13th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 22nd 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: 97.1%; rating input score 97; 55th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 25th percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 44
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • 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: -48%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 61%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: -13.2% per year; rating input score 0; 33rd percentile among comparable filings
  • Revenue growth: 18.7% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: -15.1% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 46.4% of revenue deployed · 23.7% of spending went to programs
  • Governance: 5 of 6 board members independent · 4 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $35K in reported program spending
  • Leadership: top reported pay $338K · 8 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 7 filing years from 2009 to 2015
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 2 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Accountability: Governance controls: 5 of 9 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 13/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 28/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 5/100.