Upper Bay Counseling & Support Services Inc and Affiliate

Nonprofit profile at a glance

EIN
510329224
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Elkton, MD, USA
Phone
4109965104
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$8,828,518
Expenses
$9,474,027
Assets
$5,108,308
Liabilities
$4,730,998

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

Leadership & pay

13 people listed

Executive titles in this filing

  • KAROLYN BOWE ESQ (VICE PRESIDENT)
  • SUANNE BLUMBERG (CEO AND MEMBER)
  • JANEL ROBINSON (PRESIDENT)

Highest reported compensation

  • KWABENA OWUSU (NURSE PRACTITIONER): $262,080 total reported compensation
  • RALPH SCOVILLE MD (PSYCHIATRIST): $179,928 total reported compensation
  • MICHELLE SHANEYFELT-JARZYNSKI (NURSE PRACTITIONER): $153,216 total reported compensation

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

Overview

Mission

Upper bay counseling & support services provides a broad and expanding range of high quality behavioral health and community services. We promote wellness and uphold the dignity of our consumers. (see schedule o for continuation)we are dedicated to excellence, through creativity, flexibility, and teamwork. We serve and advocate for individuals, families, and communities.

What it reported doing in 2024

Assertive community treatment (act) is an evidence-based practice model created to render treatment, clinical, rehabilitation, and support services to persons who are diagnosed with a severe mental illness. Act teams are multi-disciplinary and encompass disciplines from areas of psychiatry, nursing, psychotherapy, substance abuse, and vocational rehabilitation. Based on their respective areas of expertise, the team members collaborate to render integrated services of the persons selection, joining him or her in making progress towards goals, and realizing when to adjust treatment throughout the services. Act provides comprehensive and flexible treatment, as well as support and rehabilitation services to persons in their community instead of in the hospital or traditional clinic. (continued on schedule o)what is unique about these services is that they render interventions and skills practices in areas where persons are most comfortable: residence, work, social hangouts, and more importantly, where support/treatment are most needed.

Operating model

Revenue model
Earned-program. 94% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 79
  • Accountability: 88
  • Sustainability: 18
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.2%; rating input score 89
  • Program expense ratio: 83.1%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 87.5%; rating input score 88; 19th 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: -7.3%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.93; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 10%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: -3.7% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -0.8% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 89.2% of revenue deployed · 83.1% of spending went to programs
  • Governance: 7 of 8 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $7.9M in reported program spending
  • Leadership: top reported pay $262K · 13 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $310K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 3 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.