Civic Intelligence

Physicians of Southwest Washington

EIN 27-0431466 • 501(c)3 • Olympia, WA

Profile

To make our community a healthier place to live.

319 Seventh Avenue SE No 201Olympia, WA 98501

healthycommunitiesfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

15.78x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

37.43x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-216%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-98%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,064

Down $1,876 (-48%) from 2015

Liabilities

Flat

$32,560

Flat from 2015

Net Assets

Down

-$30,496

Down $1,876 (-6.6%) from 2015

Revenue

Down

$870

Down $51,992 (-98%) from 2015

Expenses

Down

$2,746

Down $83,654 (-97%) from 2015

Net Income

Up

-$1,876

Up $31,662 (+94%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20K-$40KAssets 2010: $14,019Liabilities 2010: $11,537Net Assets 2010: $2,4822010Assets 2015: $3,940Liabilities 2015: $32,560Net Assets 2015: -$28,6202015Assets 2016: $2,064Liabilities 2016: $32,560Net Assets 2016: -$30,4962016

Highlighted filing

2016

Assets$2,064
Liabilities$32,560
Net Assets-$30,496

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $33,695Expenses 2010: $31,213Net Income 2010: $2,4822010Revenue 2015: $52,862Expenses 2015: $86,400Net Income 2015: -$33,5382015Revenue 2016: $870Expenses 2016: $2,746Net Income 2016: -$1,8762016

Highlighted filing

2016

Revenue$870
Expenses$2,746
Net Income-$1,876

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$52,862
Mission and Program Overview

Mission

To make our community a healthier place to live.

Program Services

DescriptionGrantsExpenses
CHRONIC DISEASE SELF-MANAGEMENT WORKSHOPS:- COMPLETED DEVELOPMENT FINAL EVALUATION OF BILLING PLATFORM TO PREPARE FOR BETA TESTING ONCE THE THIRD PARTY SOURCES ARE IDENTIFIED. - EXTENSIVE STAKEHOLDER OUTREACH TO LINK NEW PARTNERS, RESOURCES AND ORGANIZATIONS TO THE BENEFITS OF CHRONIC DISEASE SELF MANAGEMENT WORKSHOPS. OUTREACH, FROM MEETINGS TO PRESENTATIONS, INVOLVED STATE AGENCY LEADERS, MULTIPLE ORGANIZATIONS AND REACHED MORE THAN 1,000 PEOPLE ACROSS MULTIPLE CITIES.- CONDUCTED TRAINING FOR 18 NEW LEADERS TO ASSIST IN FACILITATING CDSMP WORKSHOPS THROUGHOUT THE STATE.- DELIVERED 24 CHRONIC DISEASE SELF MANAGEMENT WORKSHOPS THROUGHOUT WASHINGTON STATE WITH SPECIFIC FOCUS ON LEWIS, MASON, PIERCE AND THURSTON COUNTIES. THE WORKSHOPS WERE ATTENDED BY MORE THAN 200 INDIVIDUALS WHO REPRESENTED COMMUNITY MEMBER, PARTNERS AND SUPPORT SERVICES.$5,000$86,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA SHAFFERTExecutive Director-$0--
DAVID D CULLENPresident-$0--
BARBARA COOKVice President-$0--
MICHAEL D HERRING MDSecretary/Treasurer-$0--
ADELE REESE MDBoard Member-$0--
DICK PUSTBoard Member-$0--
SAM BOVARDBoard Member-$0--
DIANA YU MDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Physicians of Southwest Washington
EIN
27-0431466
Phone
3609434337
Address
319 SEVENTH AVENUE SE NO 201, OLYMPIA, WA 98501

Signing Officer

Name
Tamara Shaffert
Title
Executive Director
Phone
3609434337
Signed
2016-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
1301 A STREET SUITE 600, TACOMA, WA 98402-4205
Preparer
Nancy Schauer
Phone
2535724100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: training expenses. Amount: 1,450. Description: permit - license fees. Amount: 40. Description: supplies expense. Amount: 1,962. Description: travel expense. Amount: 3,359. Description: marketing expense. Amount: 616. Description: meeting meals expense. Amount: 173. Description: professional association. Amount: 40. Description: sponsorships. Amount: 50. Description: bank errors/fees. Amount: 34. Total to form 990-ez, line 16: 7,724.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 4,602. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: psw contracted services. Beg. Of year amount: 15,145. End of year amount: 32,560.

990-EZ, PRE-PART I, SECTION B:

This return is being amended due to an incorrect filing of the original 2014 990-ez. The info reflected on the initial return was actually using 2013 tax return information. We have amended the return to show the proper amounts for the fiscal year-ending september 30, 2015.

FORM 990-EZ, PART V, LINE 34:

Paragraph 4.1 of the bylaws is amended to provide for the board of directors to consist of three (3) persons, provided that this number may be increased to as many as nine (9) persons by a majority vote of the then current board members. In all other respects, the bylaws remain in full force and effect.

Raw XML Appendix188 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/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMARA SHAFFERT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANA YU MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07724
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE.
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt047862
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHRONIC DISEASE SELF-MANAGEMENT WORKSHOPS:- COMPLETED DEVELOPMENT FINAL EVALUATION OF BILLING PLATFORM TO PREPARE FOR BETA TESTING ONCE THE THIRD PARTY SOURCES ARE IDENTIFIED. - EXTENSIVE STAKEHOLDER OUTREACH TO LINK NEW PARTNERS, RESOURCES AND ORGANIZATIONS TO THE BENEFITS OF CHRONIC DISEASE SELF MANAGEMENT WORKSHOPS. OUTREACH, FROM MEETINGS TO PRESENTATIONS, INVOLVED STATE AGENCY LEADERS, MULTIPLE ORGANIZATIONS AND REACHED MORE THAN 1,000 PEOPLE ACROSS MULTIPLE CITIES.- CONDUCTED TRAINING FOR 18 NEW LEADERS TO ASSIST IN FACILITATING CDSMP WORKSHOPS THROUGHOUT THE STATE.- DELIVERED 24 CHRONIC DISEASE SELF MANAGEMENT WORKSHOPS THROUGHOUT WASHINGTON STATE WITH SPECIFIC FOCUS ON LEWIS, MASON, PIERCE AND THURSTON COUNTIES. THE WORKSHOPS WERE ATTENDED BY MORE THAN 200 INDIVIDUALS WHO REPRESENTED COMMUNITY MEMBER, PARTNERS AND SUPPORT SERVICES.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRAINING EXPENSES. AMOUNT: 1,450. DESCRIPTION: PERMIT - LICENSE FEES. AMOUNT: 40. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 1,962. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 3,359. DESCRIPTION: MARKETING EXPENSE. AMOUNT: 616. DESCRIPTION: MEETING MEALS EXPENSE. AMOUNT: 173. DESCRIPTION: PROFESSIONAL ASSOCIATION. AMOUNT: 40. DESCRIPTION: SPONSORSHIPS. AMOUNT: 50. DESCRIPTION: BANK ERRORS/FEES. AMOUNT: 34. TOTAL TO FORM 990-EZ, LINE 16: 7,724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,602. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PSW CONTRACTED SERVICES. BEG. OF YEAR AMOUNT: 15,145. END OF YEAR AMOUNT: 32,560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS RETURN IS BEING AMENDED DUE TO AN INCORRECT FILING OF THE ORIGINAL 2014 990-EZ. THE INFO REFLECTED ON THE INITIAL RETURN WAS ACTUALLY USING 2013 TAX RETURN INFORMATION. WE HAVE AMENDED THE RETURN TO SHOW THE PROPER AMOUNTS FOR THE FISCAL YEAR-ENDING SEPTEMBER 30, 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARAGRAPH 4.1 OF THE BYLAWS IS AMENDED TO PROVIDE FOR THE BOARD OF DIRECTORS TO CONSIST OF THREE (3) PERSONS, PROVIDED THAT THIS NUMBER MAY BE INCREASED TO AS MANY AS NINE (9) PERSONS BY A MAJORITY VOTE OF THE THEN CURRENT BOARD MEMBERS. IN ALL OTHER RESPECTS, THE BYLAWS REMAIN IN FULL FORCE AND EFFECT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990-EZ, PRE-PART I, SECTION B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V, LINE 34:
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA SHAFFERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03609434337
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYSICIANS OF SOUTHWEST WASHINGTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION FOR QUALITY IMPROVEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0270431466
ReturnHeader/Filer/PhoneNum03609434337
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 SEVENTH AVENUE SE NO 201
ReturnHeader/Filer/USAddress/CityNm0OLYMPIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 A STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984024205
ReturnHeader/PreparerPersonGrp/PhoneNum02535724100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY SCHAUER
ReturnHeader/ReturnTs02016-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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