Wellness Huron Valley
Nonprofit profile at a glance
- EIN
- 382669890
- IRS 990 coverage
- 2010–2014
- Forms available
- Form 990 2014
- Location
- Ypsilanti, MI, USA
- Phone
- 7345729355
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Health Program (Includes General Health and Wellness Promotion Services)
Reported finances
- Revenue
- $1,009,141
- Expenses
- $1,025,669
- Assets
- $237,708
- Liabilities
- $88,448
Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Jimena Loveluck (President/CEO)
Highest reported compensation
- Jimena Loveluck (President/CEO): $73,472 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to provide HIV/AIDS related services to our community through compassionate direct care, prevention and outreach activities. The service area includes Washtenaw, Jackson, Lenawee and Livingston Counties. Services include HIV/AIDS education, community outreach, HIV testing, case management, housing assistance and support services for people living with HIV/AIDS.
What it reported doing in 2014
On an annual basis, the HIV/AIDS Resource Center (HARC) provides medical and non-medical case management to over 225 individuals living with HIV/AIDS. This includes monitoring medical care through HIV specialists, assisting clients in accessing HIV medication and insurance benefits, providing clients with medication adherence counseling, and linking them to other needed services, such as substance abuse treatment, dental care, mental health services or other services that help meet needs identified in client service plans. HARC also provides housing assistance for people living with HIV/AIDS who are homeless or at risk of becoming homeless.
Operating model
- Revenue model
- Grant-funded. 90% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 87% 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. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 90
- Accountability: 84
- Sustainability: 26
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.3%; rating input score 74
- Program expense ratio: 73.1%; rating input score 73
- Fundraising efficiency: $12.72 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.8%; rating input score 94; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 73rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 90.9%; rating input score 91; 22nd percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- 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: -1.6%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.23; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0.37; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 7.2%; rating input score 47; 47th percentile among comparable filings
Growth
- Program expense growth: 4.1% per year; rating input score 100; 50th percentile among comparable filings
- Revenue growth: -0.6% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: -4.8% per year; rating input score 0; 17th percentile among comparable filings
Details
- Where the money goes: 74.3% of revenue deployed · 73.1% of spending went to programs
- Governance: 10 of 11 board members independent · 6 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $749K in reported program spending
- Leadership: top reported pay $73K · 11 people listed
- Consistency: 45 of 46 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 5 filing years from 2010 to 2014
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 47/100.