Civic Intelligence

Mountain Health Resources Foundation

990EZ • Fiscal year 2017 • EIN 47-1270109

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

Organization ProfileN/A
41832 Yosemite Pines DrOakhurst, CA 93644

(858) 613-9303

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

2nd percentile

-362%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$491,220

Down $2,496 (-0.5%) from 2016

Net Assets

Down

$491,220

Down $2,496 (-0.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$689

Down $903 (-57%) from 2016

Expenses

Down

$3,185

Down $4,642 (-59%) from 2016

Net Income

Up

-$2,496

Up $3,739 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2014: $504,000Liabilities 2014: $0Net Assets 2014: $504,0002014Assets 2015: $499,951Net Assets 2015: $499,9512015Assets 2016: $493,716Net Assets 2016: $493,7162016Assets 2017: $491,220Net Assets 2017: $491,2202017Assets 2018: $491,285Net Assets 2018: $491,2852018Assets 2019: $491,440Net Assets 2019: $491,4402019

Highlighted filing

2017

Assets$491,220
Liabilities-
Net Assets$491,220
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $505,000Expenses 2014: $1,000Net Income 2014: $504,0002014Revenue 2015: $2,960Expenses 2015: $7,009Net Income 2015: -$4,0492015Revenue 2016: $1,592Expenses 2016: $7,827Net Income 2016: -$6,2352016Revenue 2017: $689Expenses 2017: $3,185Net Income 2017: -$2,4962017Revenue 2018: $690Expenses 2018: $625Net Income 2018: $652018Revenue 2019: $1,068Expenses 2019: $913Net Income 2019: $1552019

Highlighted filing

2017

Revenue$689
Expenses$3,185
Net Income-$2,496
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.2
Gross Receipts
$689
Mission and Program Overview

Mission

Organization was created for the purpose of supporting the development of integrative medicine health care services in the mountain regions of california, addressing the somatic, energetic, psychosocial, and spiritual aspects of disease for the benefit of individuals in the local community and surrounding areas.

Program Services

DescriptionGrantsExpenses
AT THIS POINT, THE FOUNDATION IS RAISING FUNDS AND CONDUCTING STUDIES FOR THE DEVELOPMENT OF A HEALTH CLINIC IN THE REGION. EXPENDITURES HAVE BEEN MADE TO START THE PROCESS OF THAT DEVELOPMENT--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNETTE GOGGIOPresidentPT$0--
KARIN HERNSecretary-$0--
LOUIE WONGTreasurer-$0--
BENJAMIN COHNDirector-$0--
KAREN TEJCKADirector-$0--
GIGI M HAYNESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mountain Health Resources Fd Inc
EIN
47-1270109
Phone
8586139303
Address
41832 YOSEMITE PINES DR, OAKHURST, CA 93644

Signing Officer

Name
Annette Goggio
Title
President
Signed
2018-05-24
Discuss with paid preparer
Yes

Preparer

Firm
LYWCPA Inc
Address
11440 West Bernardo Ct Ste 180, San Diego, CA 92127
Preparer
Louie Wong
Phone
8586139303
Supplemental Narrative

Additional Explanations

Other Expenses.1

“WEBSITE $2550”

Other Expenses.2

“STATE TAX $10”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LOUIE WONG
IRS990EZ/BooksInCareOfDetail/PhoneNum08586139303
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011440 W Bernardo Ct Ste 180
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0493716
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0491220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2496
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0493716
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0491220
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0689
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0689
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0493716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0491220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0493716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0491220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNETTE GOGGIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARIN HERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LOUIE WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BENJAMIN COHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN TEJCKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GIGI M HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02560
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION WAS CREATED FOR THE PURPOSE OF SUPPORTING THE DEVELOPMENT OF INTEGRATIVE MEDICINE HEALTH CARE SERVICES IN THE MOUNTAIN REGIONS OF CALIFORNIA, ADDRESSING THE SOMATIC, ENERGETIC, PSYCHOSOCIAL, AND SPIRITUAL ASPECTS OF DISEASE FOR THE BENEFIT OF INDIVIDUALS IN THE LOCAL COMMUNITY AND SURROUNDING AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AT THIS POINT, THE FOUNDATION IS RAISING FUNDS AND CONDUCTING STUDIES FOR THE DEVELOPMENT OF A HEALTH CLINIC IN THE REGION. EXPENDITURES HAVE BEEN MADE TO START THE PROCESS OF THAT DEVELOPMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03185
IRS990EZ/TotalRevenueAmt0689
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0505000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0508400
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01841
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0508400
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0505000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0508400
IRS990ScheduleA/TotalSupportAmt0510241
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE $2550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE TAX $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE GOGGIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTAIN HEALTH RESOURCES FD INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0471270109
ReturnHeader/Filer/PhoneNum08586139303
ReturnHeader/Filer/USAddress/AddressLine1Txt041832 YOSEMITE PINES DR
ReturnHeader/Filer/USAddress/CityNm0OAKHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461683753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYWCPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011440 West Bernardo Ct Ste 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092127
ReturnHeader/PreparerPersonGrp/PhoneNum08586139303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louie Wong
ReturnHeader/ReturnTs02018-05-24T11:46:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,220
Liabilities
-
Net assets
$491,220
Revenue
$689
Expenses
$3,185
Net income
-$2,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.91$4.91$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.91$4.91$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.91$4.91$0.01$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.94$4.94$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.00$5.00$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$5.05$0.01$5.04