Union County Health Foundation Dba Allpoints Health Foundation

Nonprofit profile at a glance

EIN
460387557
IRS 990 coverage
2009–2016
Forms available
Form 990 2016
Location
Elk Point, SD, USA
Phone
6053563317
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Health Treatment Facilities, Primarily Outpatient

Official website

Reported finances

Revenue
$2,642,904
Expenses
$2,598,576
Assets
$1,318,662
Liabilities
$537,081

Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • JERRY MILLER (PRESIDENT)
  • BILL BUSKER (VICE PRESIDENT)
  • BRAD BERTRAND (CEO)

Highest reported compensation

  • DR PAUL CORTEZ (CHIEF DENTAL OFFICER): $133,625 total reported compensation
  • DR KELLY POMERENKE (FAMILY PHYSICIAN): $124,505 total reported compensation
  • BRAD BERTRAND (CEO): $80,596 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Union county health foundation dba: allpoints health foundation provides high quality primary health care services to the people of union county including the elderly and those with low income.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.7%; rating input score 75
  • Program expense ratio: 76%; rating input score 76
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 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: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.7%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 0.51; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 13%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: 15.1% per year; rating input score 100; 81st percentile among comparable filings
  • Revenue growth: 10.3% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 74.7% of revenue deployed · 76% of spending went to programs
  • Governance: 12 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2M in reported program spending
  • Leadership: top reported pay $134K · 15 people listed
  • Highest-paid contractors: 3 contractors listed · $456K reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 8 filing years from 2009 to 2016
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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 — Sustainability: Operating margin scored 44/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.