Civic Intelligence

Kestra Medical Foundation

990PF • Fiscal year 2018 • EIN 46-4965783

May 01, 2017 to Apr 30, 2018 • Filed on Mar 13, 2019

3933 Lake Washington BlvdKirkland, WA 98033

(425) 528-1939

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$32,480

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$464,036

Up $29,583 (+6.8%) from 2017

Net Assets

Up

$464,036

Up $29,583 (+6.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$269,518

Down $53,238 (-16%) from 2017

Expenses

Up

$239,935

Up $84,987 (+55%) from 2017

Net Income

Down

$29,583

Down $138,225 (-82%) from 2017

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

2018

Assets$464,036
Liabilities$0
Net Assets$464,036

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

2018

Revenue$269,518
Expenses$239,935
Net Income$29,583
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 13, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA WILSONExecutive DirectorPT$32,480-$32,480
BRIAN WEBSTERPresident/SecretaryPT$0--
TRACI UMBERGERDirector-$0--
BROOKS SIMPSONDirector-$0--
CAMERON POLLOCKDirector-$0--
JEFFREY LAUBDirector-$0--
Filing and Contact Details

Filer

Filer Name
Physio Foundation
EIN
46-4965783
Phone
4255281939
Address
3933 LAKE WASHINGTON BLVD, KIRKLAND, WA 98033

Signing Officer

Name
Brian Webster
Title
President
Phone
4255281939
Signed
2019-03-13
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
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEDIC ONE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NICK OF TIME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SO I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SO I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SO I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06363 S FIDDLERS GREEN CIRCLE 14TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1325 9TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 14178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILL CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2980823178
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt024173
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125983
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026217
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087538
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063365
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125983
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062618
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BERND-RICHTER
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1BENCHMARK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2MASIMO
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3MEDTRONIC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4DATA MODUL
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0413 WACOUTA ST SUITE 420
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13000 TECHNOLOGY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt252 DISCOVERY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3710 MEDTRONIC PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4275 MARCUS BLVD K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ANGLETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3MINNEAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4HAUPPAUGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd177515
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292618
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd3554325604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd4117882022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018150
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt212200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt310200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt410200
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLF TOURNAMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MEALS & ENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADVERTISING & MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13351
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2652
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4369
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5626
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0152397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4369
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5626
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0189625
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0189625
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WEBSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04255281939
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYSIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0464965783
ReturnHeader/Filer/PhoneNum04255281939
ReturnHeader/Filer/USAddress/AddressLine1Txt03933 LAKE WASHINGTON BLVD
ReturnHeader/Filer/USAddress/CityNm0KIRKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CEBD717F4B3351FF1B977296098DBAF35E2BFDE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02EA2D6287BECE4F4B333F6765CEEC35E069EE39A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.210.254.4
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm022:13:56
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/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKIN CPA
ReturnHeader/ReturnTs02019-03-14T00:24:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

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