Upper Valley Professional Corporation

Nonprofit profile at a glance

EIN
311400963
IRS 990 coverage
2011–2023
Forms available
Form 990 2023
Location
Dayton, OH, USA
Phone
9374999942
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$15,549,373
Expenses
$23,451,046
Assets
$9,214,088
Liabilities
$9,468,937

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • J MICHAEL SIMS (PREMIER HEALTH HOLDING PRESIDENT)

Highest reported compensation

  • GEOFFREY P WALKER (PREMIER HEALTH HOLDING SECRETARY): $990,663 total reported compensation
  • CRAIG GANGER (TRUSTEE): $881,942 total reported compensation
  • J MICHAEL SIMS (PREMIER HEALTH HOLDING PRESIDENT): $714,006 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We care. We teach. We innovate. We serve.

What it reported doing in 2023

The primary exempt purpose of upper valley professional corporation (uvpc) is to provide primary health care services to individuals in the community served by upper valley medical center, a related, tax-exempt hospital. As a part of the uvmc health system, upper valley professional corporation provides charity care to its patients and is committed to preserving long-term access to quality health care services for miami county and the surrounding area.see schedule o for more information.this organization was formed in 1994 to assure access to appropriate care at an acceptable cost for patients in a managed care environment. During 2023, upper valley professional corporation (uvpc) provided care at fourteen locations in miami and darke counties. Services include family medicine, internal medicine, pediatrics, and rheumatology. There were 134,366 office visits to physicians, as well as additional visits for nurse procedures, supplies, and lab work. Medical services are provided to all individuals, regardless of ability to pay.

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 the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 60
  • Accountability: 42
  • Sustainability: 6
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 89.5%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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: 0%; rating input score 0; 3rd 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: -50.8%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.39; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 1.03; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 11.6%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 6.3% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 89.5% of spending went to programs
  • Governance: 0 of 4 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $21M in reported program spending
  • Leadership: top reported pay $991K · 11 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 12 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 29 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 — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.