Washtenaw Health Plan

Nonprofit profile at a glance

EIN
020585175
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Ypsilanti, MI, USA
Phone
7347149929
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Group Health Practice (Health Maintenance Organizations)

Official website

Reported finances

Revenue
$3,548,368
Expenses
$3,747,844
Assets
$3,928,387
Liabilities
$804,858

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

Leadership & pay

15 people listed

Executive titles in this filing

  • RON ROMERO MD (PRESIDENT)
  • ROBERT F GILLETT (PRESIDENT EM)

People named in this filing

  • RON ROMERO MD (PRESIDENT)
  • JIMENA LOVELUCK (VICE PRESIDE)
  • ALONZO T LEWIS (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Helping low-income and uninsured people access high quality health care and health-promoting services.

What it reported doing in 2024

Health insurance enrollment and addressing the social determinants of health. Each year, the washtenaw health project helps county residents gain access to medicaid, marketplace, and employer-sponsored coverage. The washtenaw health project humanizes the process of finding healthcare coverage that is the right match for each person. Clients often come to us when they have been unable to access health care through other programs. While helping clients with healthcare coverage, we also help them address other barriers to healthcare-such as transportation, bills, childcare, language assistance and food access.

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.

The verdict

STRONG - 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: 85
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 36
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97%; rating input score 97
  • Program expense ratio: 91.6%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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; 63rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • 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: -5.6%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 1.05; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: -1.9% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: -13% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: -3.7% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 97% of revenue deployed · 91.6% of spending went to programs
  • Governance: 14 of 14 board members independent · 7 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $3.4M in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Highest-paid contractors: 5 contractors listed · $2.7M reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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 19/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.