Upham's Corner Health Committee Inc

Nonprofit profile at a glance

EIN
237211732
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Dorchester, MA, USA
Phone
6172878000
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Group Health Practice (Health Maintenance Organizations)

Reported finances

Revenue
$66,239,416
Expenses
$65,656,805
Assets
$21,994,895
Liabilities
$7,842,796

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

Leadership & pay

17 people listed

Executive titles in this filing

  • MARGARET LEAHY WIRTH (PRESIDENT)
  • ALTHEA GARRISON (VICE PRESIDENT)
  • JAGDEEP TRIVEDI (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • JAGDEEP TRIVEDI (CHIEF EXECUTIVE OFFICER): $367,257 total reported compensation
  • NICOLE SMITH (CHIEF HUMAN RESOURCES OFFICER): $326,794 total reported compensation
  • DR ADAM BURROWS (MEDICAL DIRECTOR): $300,002 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide the community with comprehensive health care in dorchester, ma including primary and specialty care, home care, social services, women, infant and child care, and adult day health care.

What it reported doing in 2024

Comprehensive community health care, primary & speciality care, social services, homecare, adult day health care and wic program

Operating model

Revenue model
Earned-program. 82% of the money available for current operations came from fees and other program revenue.
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 total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 80
  • Accountability: 95
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.9%; rating input score 87
  • Program expense ratio: 87.6%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • 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: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.9%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 0.36; rating input score 50; 50th percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 6.2% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 6.7% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 9th percentile among comparable filings

Details

  • Where the money goes: 86.9% of revenue deployed · 87.6% of spending went to programs
  • Governance: 10 of 10 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $57.5M in reported program spending
  • Leadership: top reported pay $367K · 17 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $7.9M reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

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.

  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.
  • Review — Sustainability: Liabilities to assets ratio scored 50/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.