Civic Intelligence

The Mederi Foundation

990 • Fiscal year 2017 • EIN 20-2427855

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

478 Russell Street Room 103Ashland, OR 97520

(541) 488-0210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.19x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.09x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$300,223

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.2%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$573,504

Up $42,894 (+8.1%) from 2016

Net Assets

Up

$466,415

Up $172,839 (+59%) from 2016

Liabilities

Down

$107,089

Down $129,945 (-55%) from 2016

Revenue

Up

$1,212,433

Up $70,538 (+6.2%) from 2016

Expenses

Down

$1,057,798

Down $54,749 (-4.9%) from 2016

Net Income

Up

$154,635

Up $125,287 (+427%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $411,077Liabilities 2010: $28,989Net Assets 2010: $382,0882010Assets 2011: $268,543Liabilities 2011: $33,884Net Assets 2011: $234,6592011Assets 2012: $254,043Liabilities 2012: $67,554Net Assets 2012: $186,4892012Assets 2013: $371,974Liabilities 2013: $73,607Net Assets 2013: $298,3672013Assets 2014: $366,607Liabilities 2014: $76,578Net Assets 2014: $290,0292014Assets 2015: $364,187Liabilities 2015: $98,283Net Assets 2015: $265,9042015Assets 2016: $530,610Liabilities 2016: $237,034Net Assets 2016: $293,5762016Assets 2017: $573,504Liabilities 2017: $107,089Net Assets 2017: $466,4152017Assets 2018: $589,642Liabilities 2018: $233,080Net Assets 2018: $356,5622018Assets 2019: $519,829Liabilities 2019: $401,708Net Assets 2019: $118,1212019Assets 2020: $636,378Liabilities 2020: $445,017Net Assets 2020: $191,3612020Assets 2021: $521,793Liabilities 2021: $322,385Net Assets 2021: $199,4082021Assets 2022: $386,410Liabilities 2022: $484,856Net Assets 2022: -$98,4462022Assets 2023: $309,124Liabilities 2023: $504,399Net Assets 2023: -$195,2752023Assets 2024: $449,588Liabilities 2024: $496,639Net Assets 2024: -$47,0512024

Highlighted filing

2017

Assets$573,504
Liabilities$107,089
Net Assets$466,415

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $324,6512010Expenses 2011: $1,372,8172011Expenses 2012: $1,361,0292012Revenue 2013: $1,322,629Expenses 2013: $1,211,542Net Income 2013: $111,0872013Revenue 2014: $1,253,265Expenses 2014: $1,261,639Net Income 2014: -$8,3742014Revenue 2015: $1,037,908Expenses 2015: $1,059,561Net Income 2015: -$21,6532015Revenue 2016: $1,141,895Expenses 2016: $1,112,547Net Income 2016: $29,3482016Revenue 2017: $1,212,433Expenses 2017: $1,057,798Net Income 2017: $154,6352017Revenue 2018: $1,175,027Expenses 2018: $1,268,893Net Income 2018: -$93,8662018Revenue 2019: $1,123,688Expenses 2019: $1,400,176Net Income 2019: -$276,4882019Revenue 2020: $1,588,668Expenses 2020: $1,515,457Net Income 2020: $73,2112020Revenue 2021: $1,661,913Expenses 2021: $1,659,247Net Income 2021: $2,6662021Revenue 2022: $1,536,347Expenses 2022: $1,813,403Net Income 2022: -$277,0562022Revenue 2023: $1,407,018Expenses 2023: $1,609,356Net Income 2023: -$202,3382023Revenue 2024: $1,602,890Expenses 2024: $1,455,050Net Income 2024: $147,8402024

Highlighted filing

2017

Revenue$1,212,433
Expenses$1,057,798
Net Income$154,635
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,212,433
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$361,558$277,211▼ $84,347
Investments in Publicly Traded Securities$53,637$157,134▲ $103,497
Inventories for Sale or Use$64,346$96,225▲ $31,879
Land, Buildings, and Equipment, Net$33,548$29,815▼ $3,733
Accounts Receivable$4,059--
Pledges and Grants Receivable$9,145$2,769▼ $6,376
Prepaid Expenses and Deferred Charges$1,706$1,320▼ $386
Intangible Assets$111$76▼ $35
Total Assets$530,610$573,504▲ $42,894
Other Assets Total$2,500$8,954▲ $6,454
Liabilities
Accounts Payable and Accrued Expenses$176,381$96,836▼ $79,545
Deferred Revenue$60,653$10,253▼ $50,400
Total Liabilities$237,034$107,089▼ $129,945
Net Assets / Fund Balance
Unrestricted Net Assets$260,997$441,415▲ $180,418
Temporarily Rstr Net Assets$32,579$25,000▼ $7,579
Total Net Assets Fund Balance$293,576$466,415▲ $172,839
Total Liabilities and Net Assets / Fund Balance$530,610$573,504▲ $42,894

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,304$78,582$83,886
Leasehold Improvements$24,511$24,524$49,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer YanceExecutive DirectorFT$8,343$125,326$133,669
Donald Yance JrPresidentFT$105,470$194,753$105,470

Board Members and Trustees

NameTitle
Barbara SlaineDirector
Damaris SkourasDirector
Dwight McKeeDirector
Effie HalakosDirector
Lynn GrossmanDirector
Young LeeDirector
Paul DujardinSecretary
Scott PurcellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$263,150
Program Service Revenue
$944,759
Investment Income
$444
Other Revenue
$4,080
All Other Contributions
$263,150
Change in Net Assets
$154,635

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$86,230Quoted Prices
Total Noncash Contributions5$86,230-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,212,433
Revenue Not Reported on Form 990
$18,204
Total Revenue per Audited Statements
$1,230,637
Total Revenue per Form 990
$1,212,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$573,934
Salaries, Compensation, and Employee Benefits$483,364
Total Fundraising Expense$11,095
Professional Fundraising Fees$500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$257,504$29,411-$286,915
Current Officers, Directors, Trustees, and Key Employees$104,956$34,038$4,039$143,033
Occupancy$40,072$2,059-$42,131
Payroll Taxes$34,349$5,691$399$40,439
All Other Expenses$12,758$7,010$62$19,830
Fees for Services Accounting$13,882$2,195$50$16,127
Insurance$9,330$5,343-$14,673
Information Technology$9,347$2,566$2,554$14,467
Other Employee Benefits$12,125$852-$12,977
Travel$1,416$6,693$2,807$10,916
Office Expenses$3,637$2,541$396$6,574
Other Expenses$5,401$946$288$6,347
Depreciation Depletion$5,747$35-$5,782
Advertising$3,573$805-$4,379
Fees for Services Professional Fundraising--$500$500
Total Functional Expenses$907,671$139,032$11,095$1,057,798

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,057,798
Total Expenses per Audited Statements$1,057,798
Total Expenses per Form 990$1,057,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Deferred revenue-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2

Related Party Information Among Officers Donald Yance, President and Jennifer Yance, Executive Director

Form 990, Part VI, Line 11B

The Organizations process to review Form 990 Selected Board Members review and approve prior to filing.

Form 990, Part VI, Line 12C

Enforcement of Conflict of Interest Policy The Organization monitors compliance with its conflict of interest policy thorugh informal discussions within the organization.

Form 990, Part VI, Line 19

Governing Documents Disclosure Explanation The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Mederi Foundation
EIN
20-2427855
Phone
5414880210
Address
478 Russell Street Room 103, Ashland, OR 97520

Signing Officer

Name
Jennifer Yance
Title
Executive Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald R Yance Jr
Formed
2005
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
19

Preparer

Firm
Norris & Peterson LLC
Address
993 Siskiyou Boulevard 4, Ashland, OR 97520
Preparer
Marlin J Peterson
Phone
5414889700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 15,647, Grants and allocations 0, Revenue 0 Other Programs

Form 990, Part I, Line 1

To develop and operate a holistic center to promote the science and tradition of natural healing and to conduct associated theraputic, educational and scientific research programs, as well as to undertake or support other related projects or programs.

Form 990, Part III, Line 1

To develop and operate a holistic center to promote the science and tradition of natural healing and to conduct associated theraputic, educational and scientific research programs, as well as to undertake or support other related projects or programs.

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IRS990/OtherExpensesGrp/TotalAmt228264
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt076404
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt043397
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0112397
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt069000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01245966
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01030692
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05304
IRS990ScheduleD/EquipmentGrp/DepreciationAmt078582
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IRS990ScheduleD/ExpensesSubtotalAmt01057798
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024511
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024524
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt049035
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred revenue
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleD/RevenueSubtotalAmt01212433

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.50$0.05$1.60$1.46$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.50$0.20$1.41$1.61$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.48$0.10$1.54$1.81$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.32$0.20$1.66$1.66$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.45$0.19$1.59$1.52$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.40$0.12$1.12$1.40$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.23$0.36$1.18$1.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.11$0.47$1.21$1.06$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.24$0.29$1.14$1.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.10$0.27$1.04$1.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.08$0.29$1.25$1.26$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.07$0.30$1.32$1.21$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.07$0.19$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.23$1.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.38$0.32