Civic Intelligence

The Camellia Foundation Inc.

990 • Fiscal year 2020 • EIN 31-1692697

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Refreshing map…

6575 Black Thorne CoveMemphis, TN 38119-5505

(901) 753-9423

Siviq Scores

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

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

58th percentile

7.8%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$321,779

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,780,643

Up $257,107 (+17%) from 2019

Net Assets

Up

$1,716,598

Up $372,030 (+28%) from 2019

Liabilities

Down

$64,045

Down $114,923 (-64%) from 2019

Revenue

Up

$5,522,139

Up $1,228,707 (+29%) from 2019

Expenses

Up

$5,088,858

Up $845,115 (+20%) from 2019

Net Income

Up

$433,281

Up $383,592 (+772%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $294,095Liabilities 2010: $0Net Assets 2010: $294,0952010Assets 2012: $460,369Liabilities 2012: $31,954Net Assets 2012: $428,4152012Assets 2015: $1,206,387Liabilities 2015: $291,906Net Assets 2015: $914,4812015Assets 2016: $965,393Liabilities 2016: $194,167Net Assets 2016: $771,2262016Assets 2017: $969,807Liabilities 2017: $112,362Net Assets 2017: $857,4452017Assets 2018: $1,365,857Liabilities 2018: $156,251Net Assets 2018: $1,209,6062018Assets 2019: $1,523,536Liabilities 2019: $178,968Net Assets 2019: $1,344,5682019Assets 2020: $1,780,643Liabilities 2020: $64,045Net Assets 2020: $1,716,5982020Assets 2021: $1,181,110Liabilities 2021: $253,915Net Assets 2021: $927,1952021Assets 2022: $1,695,882Liabilities 2022: $774,956Net Assets 2022: $920,9262022Assets 2024: $1,631,240Liabilities 2024: $796,255Net Assets 2024: $834,9852024

Highlighted filing

2020

Assets$1,780,643
Liabilities$64,045
Net Assets$1,716,598

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $88,1962010Expenses 2012: $1,040,1552012Revenue 2015: $3,306,206Expenses 2015: $3,462,891Net Income 2015: -$156,6852015Revenue 2016: $3,905,236Expenses 2016: $4,048,490Net Income 2016: -$143,2542016Revenue 2017: $3,695,030Expenses 2017: $3,608,811Net Income 2017: $86,2192017Revenue 2018: $4,292,311Expenses 2018: $3,921,238Net Income 2018: $371,0732018Revenue 2019: $4,293,432Expenses 2019: $4,243,743Net Income 2019: $49,6892019Revenue 2020: $5,522,139Expenses 2020: $5,088,858Net Income 2020: $433,2812020Revenue 2021: $5,773,841Expenses 2021: $6,558,062Net Income 2021: -$784,2212021Revenue 2022: $6,562,049Expenses 2022: $6,568,320Net Income 2022: -$6,2712022Revenue 2024: $8,171,022Expenses 2024: $8,962,148Net Income 2024: -$791,1262024

Highlighted filing

2020

Revenue$5,522,139
Expenses$5,088,858
Net Income$433,281
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$5,522,139
Mission and Program Overview

Mission

To provide medical services and education for the benefit of underserved communities through supporting physician training programs and operating medical clinics, both locally & globally

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$776,176$651,737▼ $124,439
Investments in Publicly Traded Securities$373,808$420,503▲ $46,695
Land, Buildings, and Equipment, Net$148,999$373,808▲ $224,809
Accounts Receivable$142,575$246,335▲ $103,760
Prepaid Expenses and Deferred Charges$58,323$49,623▼ $8,700
Inventories for Sale or Use$21,622$38,637▲ $17,015
Other Notes and Loans Receivable, Net$2,033--
Loans From Officers Directors$2,150$1,294▼ $856
Total Assets$1,523,536$1,780,643▲ $257,107
Liabilities
Accounts Payable and Accrued Expenses$176,818$62,751▼ $114,067
Total Liabilities$178,968$64,045▼ $114,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,344,568$1,716,598▲ $372,030
Total Net Assets Fund Balance$1,344,568$1,716,598▲ $372,030
Total Liabilities and Net Assets / Fund Balance$1,523,536$1,780,643▲ $257,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53,818$58,111-
Equipment$108,288$150,186-
Leasehold Improvements$211,702$34,431-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ikechukwu EmereuwaonuPhysicianFT$312,239$9,540$321,779
Tiffany M MeadorPhysicianFT$202,500-$202,500
Deborah S RoquizPhysicianFT$172,157-$172,157
Justin B WebberPhysicianFT$118,500-$118,500
Sheena DoverPhysicianFT$110,672-$110,672

Board Members and Trustees

NameTitle
Camellia RodneyPresident
Anthony LopesDirector
Joe VentimigliaDirector
Lee BerkenstockDirector
Perry RothrockDirector
Luis GarciaSecretary/tt
Revenue and Support

Revenue Composition

Contributions and Grants
$2,319,038
Program Service Revenue
$3,210,547
Investment Income
$-7,446
Other Revenue
$0
All Other Contributions
$363,965
Change in Net Assets
$433,281

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
Drugs and Medical Supplies28$483,229Doses/prices Packing Slip
Total Noncash Contributions28$483,229-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,522,139
Revenue Not Reported on Form 990
$-61,251
Total Revenue per Audited Statements
$5,460,888
Total Revenue per Form 990
$5,522,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,030,677
Other Expenses$1,639,697
Grants and Similar Amounts Paid$418,484
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,731,992--$2,731,992
Grants to Domestic Orgs$404,056--$404,056
Occupancy$207,000--$207,000
Payroll Taxes$204,153--$204,153
All Other Expenses$173,072$5,908-$178,980
Insurance$98,243--$98,243
Other Employee Benefits$94,532--$94,532
Information Technology$91,791$1,313-$93,104
Office Expenses$83,906$188-$84,094
Other Expenses$51,926--$51,926
Depreciation Depletion$42,516$240-$42,756
Fees for Services Accounting$20,716$20,834-$41,550
Advertising$27,869--$27,869
Fees for Services Other$20,097--$20,097
Travel$15,285$1,716-$17,001
Conferences and Meetings$15,750--$15,750
Grants to Domestic Individuals$14,428--$14,428
Fees for Services Legal$5,839--$5,839
Fees for Service Investment Mgmnt Fees-$4,209-$4,209
Interest$65--$65
Total Functional Expenses$5,054,450$34,408$0$5,088,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,088,858
Total Expenses per Audited Statements$5,088,858
Total Expenses per Form 990$5,088,858
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Obmedicos PllcChattanooga, TN-Sch L Part Iii 1-3$331,108

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ob Medicos PllcPRESIDENT'S KIDSee 990 Sch L Pt IiiNo$404,056
MedicosPresident HusbaRent of Med EquipNo$120,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,150$1,294▼ $856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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, Page 6, Part VI, Line 11B

President reviews and approves 990 prior to its filing

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy is given to each board member annually conflict of interest questionnaire is completed annually, as appropriate

Form 990, Page 6, Part VI, Line 19

Available upon written request

Filing and Contact Details

Filer

Filer Name
Camellia Foundation Inc
EIN
31-1692697
Phone
9017539423
Address
6575 BLACK THORNE COVE, MEMPHIS, TN 38119-5505

Signing Officer

Name
Camellia Rodney
Title
President
Phone
9017539423
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Camellia Rodney
Formed
2000
Legal Domicile
Tn
Voting Board Members
6
Independent Board Members
6
Employees
69

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
6525 N QUAIL HOLLOW SUITE 500, MEMPHIS, TN 38120
Preparer
J Schifani
Phone
2707532424
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

1) advised and supported a bilingual family medicine center and fellowship, in chattanooga, whose mission and services exemplify the mission of camellia foundation. Provided behavioral health consultation services, medical supplies and staffing. Additionally, during coronavirus pandimic, provided covid relief funding in the form of cares act grant and privately raised funds targeting the latino community in greater chattanooga area. Clinica chattanooga provided over 20,000 office visits and delivered over 200 babies for patients in a low resource community. Provided donations of funds to organizations whose purposes are in agreement with the mission of the camellia foundation. 2) sponsored international exchange for physicians seeking exposure to innovations in primary care. 3) provided scholarships to students seeking medical training.

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IRS990/Desc01) OPERATED LA CLINICAL CAMELLIA IN MEMPHIS TN WHICH TREATED IN EXCESS OF 28,000 PATIENTS AND DELIVERED OVER 600 BABIES FOR MINORITY AND UNDERSERVED COMMUNITIES DURING 2020. 2) PROVIDED PHYSICIAN STAFF TO SERVE LOW RESOURCE PATIENTS IN A RURAL CRITICAL ACCESS HOSPITAL IN COVINGTON, TIPTON COUNTY, TENNESSEE. 3) CONTINUED TO ADMINISTRATE AND FINANCIALLY SUPPORT AN ACCREDITED FELLOWSHIP IN SURGICAL FAMILY MEDICINE AND OBSTETRICS. 4) SUPPORTED THE LARGEST AND MOST COMPREHENSIVE BILINGUAL ENGLISH/SPANISH HEALTHCARE SERVICE IN THE STATE OF TENNESSEE. OVER 14,000 SPANISH SPEAKING PATIENTS ARE SEEN EACH YEAR. 5) RENTED SPACE TO DEVELOP A NEW TELECONFERENCE FACILITY ENHANCING PATIENT CARE AND MEDICAL EDUCATION DURING THE CORONAVIRUS PANDEMIC.
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IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
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IRS990/ProgSrvcAccomActy2Grp/Desc01) ADVISED AND SUPPORTED A BILINGUAL FAMILY MEDICINE CENTER AND FELLOWSHIP, IN CHATTANOOGA, WHOSE MISSION AND SERVICES EXEMPLIFY THE MISSION OF CAMELLIA FOUNDATION. PROVIDED BEHAVIORAL HEALTH CONSULTATION SERVICES, MEDICAL SUPPLIES AND STAFFING. ADDITIONALLY, DURING CORONAVIRUS PANDIMIC, PROVIDED COVID RELIEF FUNDING IN THE FORM OF CARES ACT GRANT AND PRIVATELY RAISED FUNDS TARGETING THE LATINO COMMUNITY IN GREATER CHATTANOOGA AREA. CLINICA CHATTANOOGA PROVIDED OVER 20,000 OFFICE VISITS AND DELIVERED OVER 200 BABIES FOR PATIENTS IN A LOW RESOURCE COMMUNITY. PROVIDED DONATIONS OF FUNDS TO ORGANIZATIONS WHOSE PURPOSES ARE IN AGREEMENT WITH THE MISSION OF THE CAMELLIA FOUNDATION. 2) SPONSORED INTERNATIONAL EXCHANGE FOR PHYSICIANS SEEKING EXPOSURE TO INNOVATIONS IN PRIMARY CARE. 3) PROVIDED SCHOLARSHIPS TO STUDENTS SEEKING MEDICAL TRAINING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED MEDICAL TRAINING AND DIRECT PATIENT CARE EXPERIENCE FOR FAMILY MEDICINE RESIDENTS FROM THE BAPTIST HOSPITAL-CHURCH HEALTH RESIDENCY TRAINING PROGRAM IN MEMPHIS AND FOR THE UNIVERSITY OF TENNESSEE CHATTANOOGA RESIDENCY IN FAMILY MEDICINE. BOTH OF THESE PROGRAMS ARE ACCREDITED BY THE AMERICAN COUNCIL ON GRADUATE MEDICAL EDUCATION ACGME. VOLUNTEER FACULTY WERE SUPPORTED BY FUNDING FROM THE CAMELLIA FOUNDATION.
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