Civic Intelligence

Physicians Choice Foundation

990EZ • Fiscal year 2013 • EIN 20-5695408

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

2995 Ryan Dr SE97301

(503) 362-9669

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

1st percentile

-6380%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$0

Down $89,685 (-100%) from 2012

Net Assets

Down

$0

Down $89,261 (-100%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,399

Down $106,166 (-99%) from 2012

Expenses

Down

$90,660

Down $51,192 (-36%) from 2012

Net Income

Down

-$89,261

Down $54,974 (-160%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $6,438Net Assets 2010: $6,4382010Assets 2011: $141,543Liabilities 2011: $17,995Net Assets 2011: $123,5482011Assets 2012: $89,685Liabilities 2012: $424Net Assets 2012: $89,2612012Assets 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $4,776Expenses 2010: $36,424Net Income 2010: -$31,6482010Revenue 2011: $254,423Expenses 2011: $137,313Net Income 2011: $117,1102011Revenue 2012: $107,565Expenses 2012: $141,852Net Income 2012: -$34,2872012Revenue 2013: $1,399Expenses 2013: $90,660Net Income 2013: -$89,2612013

Highlighted filing

2013

Revenue$1,399
Expenses$90,660
Net Income-$89,261
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$1,399
Mission and Program Overview

Mission

To search for grants from organizations to improve health care in marion and polk counties. To support causes and engage in activities that contribute to the improvement and promotion of the health of the citizens of the mid-willamette valley region of oregon. To assist in prenatal care and drug treatment for those in need. To operate the system that allows for secure electronic medical records.

Program Services

DescriptionGrantsExpenses
The Foundation has donated the remainder of its funds to the Medical Foundation of Marion and Polk Counties that is better equipped to carry out our mission. See Schedule N.$53,819-
OPERATION OF THE MARION-POLK OBSTETRICS MENTORING SERVICES (MOMS) PROGRAM TO PROVIDE SUBSTANCE TREATMENT AND SUPPORT TO PREGNANT WOMEN BY MENTORS, WHO ARE THEMSELVES RECOVERING ADDICTS.$22,738-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANEY M STOROEExecutive DirectorPT$0--
Lavinia Goto RN MPH DPHPresident-$0--
Marybeth H Beall MSSecretary/Treas-$0--
Warren Griffin MDOfficer-$0--
Natasha Tiffany MDOfficer-$0--
Steve Yao MDOfficer-$0--
Bruce C Johnson MDOfficer-$0--
Loring Winthrop MDOfficer-$0--
Filing and Contact Details

Filer

EIN
20-5695408
Phone
5033629669

Signing Officer

Name
Shaney M Storoe
Title
Executive Director
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Terrence L Kuenzi
Phone
5033997306
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $291

Other Expenses.1009

Depreciation $508

Other Expenses.1012

Insurance $1193

Other Expenses.1

GRANTS TO OTHERS $53819

Other Expenses.2

Moms plus program exp $21760

Other Expenses.3

SUPPLIES $385

Other Expenses.4

TELEPHONE $174

Other Expenses.5

MISCELLANEOUS $40

Other Assets.1003

Machinery and Equipment - Beginning $508 Machinery and Equipment - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $25 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1

PAYROLL TAX LIABILITIES - Beginning $399 PAYROLL TAX LIABILITIES - Ending $0

Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum05033629669
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IRS990EZ/BooksInCareOfDetail/USAddress/City0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089177
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-89261
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
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IRS990EZ/GrossReceiptsAmt01399
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANEY M STOROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lavinia Goto RN MPH DPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marybeth H Beall MS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Warren Griffin MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Natasha Tiffany MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Yao MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bruce C Johnson MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Loring Winthrop MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0508
IRS990EZ/OtherExpensesTotalAmt078170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SEARCH FOR GRANTS FROM ORGANIZATIONS TO IMPROVE HEALTH CARE IN MARION AND POLK COUNTIES. TO SUPPORT CAUSES AND ENGAGE IN ACTIVITIES THAT CONTRIBUTE TO THE IMPROVEMENT AND PROMOTION OF THE HEALTH OF THE CITIZENS OF THE MID-WILLAMETTE VALLEY REGION OF OREGON. TO ASSIST IN PRENATAL CARE AND DRUG TREATMENT FOR THOSE IN NEED. TO OPERATE THE SYSTEM THAT ALLOWS FOR SECURE ELECTRONIC MEDICAL RECORDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF THE MARION-POLK OBSTETRICS MENTORING SERVICES (MOMS) PROGRAM TO PROVIDE SUBSTANCE TREATMENT AND SUPPORT TO PREGNANT WOMEN BY MENTORS, WHO ARE THEMSELVES RECOVERING ADDICTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Foundation has donated the remainder of its funds to the Medical Foundation of Marion and Polk Counties that is better equipped to carry out our mission. See Schedule N.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022738
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt153819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0424
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090660
IRS990EZ/TotalProgramServiceExpensesAmt076557
IRS990EZ/TotalRevenueAmt01399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II, Line 17b--The Foundation has received public support in the form of large donations from a variety of unrelated non-profit and for profit corporations, trusts, and individuals that support the mission of the foundation. As of January 8, 2013 the board decided to transfer its remaining assets to a non-profit organization that can better implement the mission of Physicians Choice Foundation. See schedule N for details.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0107160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0253373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0455833
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0692
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02422
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15900
IRS990ScheduleA/PublicSupportPY170Pct00.14620
IRS990ScheduleA/PublicSupportTotal170Amt072885
IRS990ScheduleA/SubstantialContributorsTotAmt0382948
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0107160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0253373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0455833
IRS990ScheduleA/TotalSupportAmt0458255
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02013-10-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0931261633
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt053819
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash donation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine102995 Ryan Dr Se Ste 100
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0Salem
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode097301
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Physicians Choice Foundation (the "Foundation") operated with a independent board separate and distinct from the Medical Foundation of Marion and Polk County; however, the executive director Shaney Storoe was shared. The Foundation is confident that the board of the Medical Foundation of Marion and Polk County Medical Society will carry out the mission of the foundation.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS TO OTHERS $53819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MOMS PLUS PROGRAM EXP $21760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $508 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $25 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL TAX LIABILITIES - Beginning $399 PAYROLL TAX LIABILITIES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANEY M STOROE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHYSICIANS CHOICE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0205695408
ReturnHeader/Filer/PhoneNum05033629669
ReturnHeader/Filer/USAddress/AddressLine102995 RYAN DR SE
ReturnHeader/Filer/USAddress/City0SALEM
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kuenzi & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10650 Hawthorne Avenue SE Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097301
ReturnHeader/PreparerPersonGrp/PhoneNum05033997306
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRENCE L KUENZI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T16:42:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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