Civic Intelligence

Kestra Medical Foundation

990PF • Fiscal year 2017 • EIN 46-4965783

May 01, 2016 to Apr 30, 2017 • Filed on Mar 13, 2018

11250 Kirkland Way 203Kirkland, WA 98033

(425) 867-4000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

63%

Faster asset growth than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$434,453

Up $167,808 (+63%) from 2016

Net Assets

$434,453

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$322,756

Down $110,353 (-25%) from 2016

Expenses

Down

$154,948

Down $62,820 (-29%) from 2016

Net Income

Down

$167,808

Down $47,533 (-22%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $51,304Liabilities 2015: $02015Assets 2016: $266,645Liabilities 2016: $02016Assets 2017: $434,453Liabilities 2017: $0Net Assets 2017: $434,4532017Assets 2018: $464,036Liabilities 2018: $0Net Assets 2018: $464,0362018Assets 2020: $313,725Liabilities 2020: $44Net Assets 2020: $313,6812020Assets 2021: $367,413Liabilities 2021: $0Net Assets 2021: $367,4132021Assets 2022: $363,717Liabilities 2022: $0Net Assets 2022: $363,7172022Assets 2023: $367,738Liabilities 2023: $0Net Assets 2023: $367,7382023Assets 2024: $443,723Liabilities 2024: $0Net Assets 2024: $443,7232024

Highlighted filing

2017

Assets$434,453
Liabilities$0
Net Assets$434,453

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $270,000Expenses 2015: $218,696Net Income 2015: $51,3042015Revenue 2016: $433,109Expenses 2016: $217,768Net Income 2016: $215,3412016Revenue 2017: $322,756Expenses 2017: $154,948Net Income 2017: $167,8082017Revenue 2018: $269,518Expenses 2018: $239,935Net Income 2018: $29,5832018Revenue 2020: $92,463Expenses 2020: $141,822Net Income 2020: -$49,3592020Revenue 2021: $102,747Expenses 2021: $70,792Net Income 2021: $31,9552021Revenue 2022: $98,161Expenses 2022: $75,159Net Income 2022: $23,0022022Revenue 2023: $106,226Expenses 2023: $97,663Net Income 2023: $8,5632023Revenue 2024: $150,670Expenses 2024: $80,979Net Income 2024: $69,6912024

Highlighted filing

2017

Revenue$322,756
Expenses$154,948
Net Income$167,808
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 13, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN WEBSTERPresidentPT$0--
DAVID T STAFFORD JRVice President/Secretary-$0--
TRACI UMBERGERVice President-$0--
JANNE QUINNDirector-$0--
BROOKS SIMPSONDirector-$0--
CAMERON POLLOCKDirector-$0--
JEFF LAUBDirector-$0--
Filing and Contact Details

Filer

Filer Name
Physio Foundation
EIN
46-4965783
Phone
4258674000
Address
11250 KIRKLAND WAY 203, KIRKLAND, WA 98033

Signing Officer

Name
Brian Webster
Title
President
Phone
4258674000
Signed
2018-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
Raw XML Appendix370 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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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHYSIOFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0456
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026217
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0456
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062618
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082346
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0UNITED WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1BERND-RICHTER
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2BENCHMARK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3MASIMO
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4MEDTRONIC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5DATA MODUL
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt6SMC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHYSIO CONTROL PAYROLL DEDUCTIONS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011811 WILLOWS ROAD NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1720 2ND AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2413 WACOUTA ST SUITE 420
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt33000 TECHNOLOGY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt452 DISCOVERY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5710 MEDTRONIC PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt6275 MARCUS BLVD K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt7330 SMC DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0REDMOND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SEATTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3ANGLETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5MINNEAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6HAUPPAUGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7SOMERSET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098052
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd198104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd255101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd377515
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd492618
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd5554325604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd6117882022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd754025
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022156
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16246
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt212200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt312200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt412200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt610200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt710200
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLF TOURNAMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0154492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0227154
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0227154
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WEBSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04258674000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYSIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0464965783
ReturnHeader/Filer/PhoneNum04258674000
ReturnHeader/Filer/USAddress/AddressLine1Txt011250 KIRKLAND WAY 203
ReturnHeader/Filer/USAddress/CityNm0KIRKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083961AB5A019D39DE38CC2660224D147FF285020
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BAA30D7C5F8341EAA7486FB010C3DF2FC83371D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.210.254.4
ReturnHeader/FilingSecurityInformation/IPDt02018-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:17:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVE WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981194219
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKIN CPA
ReturnHeader/ReturnTs02018-03-13T17:26:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

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