Civic Intelligence

Kestra Medical Foundation

990PF • Fiscal year 2021 • EIN 46-4965783

May 01, 2020 to Apr 30, 2021 • Filed on Mar 15, 2022

PO Box 196Kirkland, WA 98083

(425) 528-1939

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

17%

Faster asset growth than 68% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$367,413

Up $53,688 (+17%) from 2020

Net Assets

Up

$367,413

Up $53,732 (+17%) from 2020

Liabilities

Down

$0

Down $44 (-100%) from 2020

Revenue

Up

$102,747

Up $10,284 (+11%) from 2020

Expenses

Down

$70,792

Down $71,030 (-50%) from 2020

Net Income

Up

$31,955

Up $81,314 (+165%) from 2020

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

2021

Assets$367,413
Liabilities$0
Net Assets$367,413

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

2021

Revenue$102,747
Expenses$70,792
Net Income$31,955
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN WEBSTERPresident/SecretaryPT$0--
BROOKS SIMPSONDirector-$0--
JEFFREY LAUBDirector-$0--
CAMERON POLLOCKDirector-$0--
RANDY STROZYKDirector-$0--
TRACI UMBERGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Physio Foundation
EIN
46-4965783
Phone
4255281939
Address
PO BOX 196, KIRKLAND, WA 98083

Signing Officer

Name
Brian Webster
Title
President
Phone
4255281939
Signed
2022-03-15
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 Appendix388 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/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARA HODGE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04255281939
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHYSIOFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERTIONAL SUPPORT AND LITTLE ANN ACPR 4 PACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RESUSCITATION ACADEMY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YMCA OF GREATER SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01107 NE 45TH ST SUITE 427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1909 4TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
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/AppliedToCurrentYearAmt017724
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0144403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0321517
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0144403
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063365
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070242
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052518
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0357918
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0305400
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BENCHMARK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1DATA MODUL
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2MITSUBISHI ELECTRIC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3HIGHTOWER BELLEVUE ADVISORS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4KNOBBE MARTENS OLSON & BEAR LLP
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5KESTRA MEDICAL TECHNOLOGIES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03000 TECHNOLOGY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1275 MARCUS BLVD K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt218430 BROOKHURST STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3777 108TH AVE NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4925 4TH AVE 2500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5PO BOX 196
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ANGLETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HAUPPAUGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2FOUNTAIN VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3BELLEVUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SEATTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5KIRKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077515
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1117882022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292708
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd398004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd498104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd598083
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt37500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt415000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt512500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUNCADIA EVENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03512
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12731
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt243885
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03512
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12731
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243885
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017985
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13792
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREAL INVESTMENT GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PPA
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WEBSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04255281939
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYSIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0464965783
ReturnHeader/Filer/PhoneNum04255281939
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 196
ReturnHeader/Filer/USAddress/CityNm0KIRKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098083
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/PreparationDt02021-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKIN CPA
ReturnHeader/ReturnTs02022-03-15T18:26:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEBSTER
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

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