West Bend Clinic Inc

Nonprofit profile at a glance

EIN
392034294
IRS 990 coverage
2009–2012
Forms available
Form 990 2012
Location
West Bend, WI, USA
Phone
4147777966
Rating confidence
Limited
Sector
Health Treatment Facilities, Primarily Outpatient

Official website

Reported finances

Revenue
$75,943,134
Expenses
$90,449,774
Assets
$28,624,121
Liabilities
$30,546,325

Source: IRS Form 990. Selected filing: tax year 2012. Amounts in USD.

Leadership & pay

15 people listed

Source: IRS Form 990. Selected filing: tax year 2012. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Froedtert Health will advance the missions of its members, including West Bend Clinic and, in collaboration with physicians and others, will enhance the well being of the individuals and communities it serves through: Innovative community-academic partnerships; Excellence in care and service; Progressive medical research and education; andRelationships that respect and respond to the unique needs of others.

What it reported doing in 2012

West Bend Clinic's primary care departments saw over 100,000 patient visits in FY13. The West Bend Clinic has over 55 primary care providers who provide services in the areas of Family Practice, Internal Medicine, OB/GYN, Pediatrics, and Walk-In Clinic.

Operating model

Revenue model
Earned-program. 95% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 94
  • Accountability: 42
  • Sustainability: 6
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • 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: -19.1%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.32; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 1.07; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 7.6%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.7% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: -1.5% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 0 of 3 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $67.5M in reported program spending
  • Leadership: top reported pay $1.2M · 15 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 4 filing years from 2009 to 2012
  • Related organizations: 11 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 — Sustainability: Operating margin scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.