The Perinatal Unit for Systems of Health

Nonprofit profile at a glance

EIN
850924351
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2021
Location
Houston, TX, USA
Phone
3462410880
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)

Official website

Reported finances

Revenue
$124,154
Expenses
$249,987
Assets
$95,738
Liabilities
$2,759

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Jacqueline McLeeland (CEO)

People named in this filing

  • Jacqueline McLeeland (CEO)
  • Lu Trenze Butcher-Mitchell (Interim Chairman)
  • Morgan Wilson (Interim Secretary)

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.

Overview

Mission

To improve maternal health experiences and outcomes through a trusted partnership and support system.

What it reported doing in 2024

Our commitment to building a network of professionally trained doulas in Harris County was propelled by several key factors. First, our ability to secure a government contract will help provide a stable foundation of funding as we design and implement training programs and outreach initiatives to deliver essential maternal health services. Forging corporate partnerships brought in new revenue streams but also provided valuable resources and expertise to enhance our program's effectiveness. Additionally, our collaborative effort with medical providers is key to our integrated and holistic approach to maternal care. This collaboration fosters a seamless support system for expectant families. By aligning our objectives with those of our partners, we are creating a synergistic effect to amplify our outcomes and position our organization as a pivotal force in addressing Greater Houston's maternal morbidity and mortality crisis. Our research involved both an online survey and an in-depth, qualitative interview. Consequently, the bar for entry into participation was high. An excellent response rate for solely online surveys is 30%, as response rates for surveys are typically between 5-30% (Wu, Zhao, Fils-Aime, 2022). Since labor and birth can be highly unpredictable, it is unsurprising that a doula's daily schedule can be highly unpredictable as well. Thus, scheduling interviews proved to be challenging. Despite interview scheduling difficulties, our completion rate for the online survey and hour-long interview was 26%.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 92
  • Accountability: 76
  • Sustainability: 19
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 83.4%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 21st percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • 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: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -101.4%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 37; 37th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 114.8% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 0.1% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: -7.3% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 83.4% of spending went to programs
  • Governance: 4 of 5 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $208K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 22 of 23 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Sustainability: Operating margin scored 2/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 37/100.