Upper Kanawha Health Association Inc

Nonprofit profile at a glance

EIN
510146615
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Cedar Grove, WV, USA
Phone
3045253334
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$1,106,993
Expenses
$1,112,485
Assets
$1,335,453
Liabilities
$104,813

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

Leadership & pay

19 people listed

Executive titles in this filing

  • STEVEN SHATTLS (CEO (UNTIL 09/2024))
  • MATHEW WEIMER (CEO (START 09/2024))
  • MARY-BETH BRUBECK (EXECUTIVE VICE PRESIDENT/CFO)

Highest reported compensation

  • STEVEN SHATTLS (CEO (UNTIL 09/2024)): $2,937,499 total reported compensation
  • MATHEW WEIMER (CEO (START 09/2024)): $642,457 total reported compensation
  • MARY-BETH BRUBECK (EXECUTIVE VICE PRESIDENT/CFO): $592,943 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 quality healthcare to all individuals, emphasizing outreach to those who are underserved. Upper kanawha health association strives to ensure that quality healthcare is readily accessible to everyone and serves patients regardless of their ability to pay.

What it reported doing in 2024

Upper kanawha health association, inc. Is an affiliate of valley health systems, inc., which was founded in 1975, and one of the original organizations that laid the foundation for the current national system of community health centers. Valley health systems and its affiliates provide comprehensive, quality healthcare services to everyone, with an emphasis on the underserved and vulnerable individuals of the communities. The services provided under the system's scope include primary care (family medicine and internal medicine), behavioral health, dental, cardiology, obstetrics (prenatal care, labor and delivery, postpartum care), gynecology, optometry, pediatrics, otolaryngology, audiology, gastroenterology, pharmaceutical services, diagnostic labs, advanced diagnostic radiology and x-ray, and substance use disorder services- all of which are available to everyone regardless of their ability to pay. Other services provided to patients include nutrition education, diabetes education, services addressing social drivers of health, patient advocacy services, clinical pharmacy, and chronic care management services- also regardless of a patient's ability to pay. For eligible patients, services under the black lung program, adolescent health program, and healthcare for the homeless are also provided. Financial assistance is available to all patients, and certain discounts are provided for those who are eligible. The organization provided $19,165 in charity care to indigent patients.

Operating model

Revenue model
Earned-program. 100% 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 most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 60
  • Accountability: 95
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.2%; rating input score 88
  • Program expense ratio: 87.8%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.5%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 1.2; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 44.4%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 2.4% per year; rating input score 100; 28th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 88.2% of revenue deployed · 87.8% of spending went to programs
  • Governance: 11 of 11 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $977K in reported program spending
  • Leadership: top reported pay $2.9M · 19 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 5 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.