Civic Intelligence

Zumbro Valley Medical Society Foundation

EIN 41-1934705 • 501(c)3 • Rochester, MN

Profile

The zvms foundation supports local projects that align with our mission, collaborates with partners to improve the health of the communities that we serve, and supports initiatives that focus on enhancing health policy and equity.

PO Box 9264Rochester, MN 55901

zvms.org/ZVMS-FOUNDATION

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

149%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$56,016

Down $10,245 (-15%) from 2023

Liabilities

Down

$2,662

Down $34,154 (-93%) from 2023

Net Assets

Up

$53,354

Up $23,909 (+81%) from 2023

Revenue

Up

$156,206

Up $93,547 (+149%) from 2023

Expenses

Up

$132,297

Up $94,150 (+247%) from 2023

Net Income

Down

$23,909

Down $603 (-2.5%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2023: $66,261Liabilities 2023: $36,816Net Assets 2023: $29,4452023Assets 2024: $56,016Liabilities 2024: $2,662Net Assets 2024: $53,3542024

Highlighted filing

2024

Assets$56,016
Liabilities$2,662
Net Assets$53,354

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2023: $62,659Expenses 2023: $38,147Net Income 2023: $24,5122023Revenue 2024: $156,206Expenses 2024: $132,297Net Income 2024: $23,9092024

Highlighted filing

2024

Revenue$156,206
Expenses$132,297
Net Income$23,909

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$156,206
Mission and Program Overview

Mission

The zvms foundation supports local projects that align with our mission, collaborates with partners to improve the health of the communities that we serve, and supports initiatives that focus on enhancing health policy and equity.

Program Services

DescriptionGrantsExpenses
MN DEPT OF HEALTH - FUNDED PROJECTS CO DESIGN, MENTAL MODEL STUDY, AND HONORARIA'S$0$45,044
COMMUNITY CLINIC SUPPLIES AND OPERATING COST OF THE COMMUNITY CLINIC$0$10,279
EYE / FOOT CARE CARE CLINICS CARE GOODS AND SUPPLIES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK LIEBOW MD MPHPresident-$0--
THOMAS KINGSLEY MDVice President-$0--
JUAN BOWEN MDSecretary / Treasurer-$0--
BETH KANGASExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Zumbro Valley Medical Society Foundation
EIN
41-1934705
Phone
5077228725
Address
PO BOX 9264, ROCHESTER, MN 55901

Signing Officer

Name
Beth Kangas
Title
Executive Director
Phone
5077228725
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
3720 NOTTINGHAM DR NW SUITE 100, ROCHESTER, MN 55901
Preparer
David Fochs
Phone
5074241233
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 165.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: mn department of health. Amount given: 45,044.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: city of rochester. Amount given: 4,778.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: mayo clinic. Amount given: 11,436.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: olmstead medical center. Amount given: 3,881.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: united way. Amount given: 26,685. Total included on form 990-ez, line 10: 91,824.

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

Description: bank charges. Amount: 18. Description: software. Amount: 75. Description: marketing. Amount: 851. Description: reimbursed exepenses. Amount: 16,509. Description: other program expenses. Amount: 19,326. Total to form 990-ez, line 16: 36,779.

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

Description: assets. Beg. Of year amount: 39,807. End of year amount: 7,940.

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

Description: liabilities. Beg. Of year amount: 36,816. End of year amount: 2,662.

Raw XML Appendix170 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/PersonNm0MARK LIEBOW MD MPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS KINGSLEY MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH KANGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt07940
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036779
IRS990EZ/OtherRevenueTotalAmt0165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ZVMS FOUNDATION SUPPORTS LOCAL PROJECTS THAT ALIGN WITH OUR MISSION, COLLABORATES WITH PARTNERS TO IMPROVE THE HEALTH OF THE COMMUNITIES THAT WE SERVE, AND SUPPORTS INITIATIVES THAT FOCUS ON ENHANCING HEALTH POLICY AND EQUITY.
IRS990EZ/PrintingPublicationsPostageAmt034
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY CLINIC SUPPLIES AND OPERATING COST OF THE COMMUNITY CLINIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EYE / FOOT CARE CARE CLINICS CARE GOODS AND SUPPLIES
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110279
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0156206
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MN DEPARTMENT OF HEALTH. AMOUNT GIVEN: 45,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: CITY OF ROCHESTER. AMOUNT GIVEN: 4,778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: MAYO CLINIC. AMOUNT GIVEN: 11,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: OLMSTEAD MEDICAL CENTER. AMOUNT GIVEN: 3,881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNITED WAY. AMOUNT GIVEN: 26,685. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 91,824.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: BANK CHARGES. AMOUNT: 18. DESCRIPTION: SOFTWARE. AMOUNT: 75. DESCRIPTION: MARKETING. AMOUNT: 851. DESCRIPTION: REIMBURSED EXEPENSES. AMOUNT: 16,509. DESCRIPTION: OTHER PROGRAM EXPENSES. AMOUNT: 19,326. TOTAL TO FORM 990-EZ, LINE 16: 36,779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: ASSETS. BEG. OF YEAR AMOUNT: 39,807. END OF YEAR AMOUNT: 7,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: LIABILITIES. BEG. OF YEAR AMOUNT: 36,816. END OF YEAR AMOUNT: 2,662.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH KANGAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05077228725
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZUMBRO VALLEY MEDICAL SOCIETY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZUMB
ReturnHeader/Filer/EIN0411934705
ReturnHeader/Filer/PhoneNum05077228725
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03720 NOTTINGHAM DR NW SUITE 100
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FOCHS
ReturnHeader/ReturnTs02025-10-31T12:08:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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