Civic Intelligence

Powell Medical Foundation

990 • Fiscal year 2015 • EIN 74-2275540

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

PO Box 801Powell, WY 82435

(307) 754-2267

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

26th percentile

-5.0%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$900,350

Down $47,702 (-5.0%) from 2014

Net Assets

Down

$900,350

Down $47,702 (-5.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$100,811

Down $132,368 (-57%) from 2014

Expenses

Down

$148,513

Down $26,620 (-15%) from 2014

Net Income

Down

-$47,702

Down $105,748 (-182%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $563,393Liabilities 2011: $0Net Assets 2011: $563,3932011Assets 2012: $600,478Liabilities 2012: $0Net Assets 2012: $600,4782012Assets 2013: $890,006Liabilities 2013: $0Net Assets 2013: $890,0062013Assets 2014: $948,052Liabilities 2014: $0Net Assets 2014: $948,0522014Assets 2015: $900,350Liabilities 2015: $0Net Assets 2015: $900,3502015Assets 2016: $1,010,542Liabilities 2016: $0Net Assets 2016: $1,010,5422016Assets 2017: $1,136,010Liabilities 2017: $0Net Assets 2017: $1,136,0102017Assets 2018: $1,235,097Liabilities 2018: $0Net Assets 2018: $1,235,0972018Assets 2019: $1,181,125Liabilities 2019: $0Net Assets 2019: $1,181,1252019Assets 2020: $1,157,055Liabilities 2020: $0Net Assets 2020: $1,157,0552020Assets 2021: $1,364,749Liabilities 2021: $63,058Net Assets 2021: $1,301,6912021Assets 2022: $1,166,512Liabilities 2022: $1,212Net Assets 2022: $1,165,3002022Assets 2023: $1,234,935Liabilities 2023: $0Net Assets 2023: $1,234,9352023Assets 2024: $1,331,411Liabilities 2024: $0Net Assets 2024: $1,331,4112024Assets 2025: $1,504,552Liabilities 2025: $0Net Assets 2025: $1,504,5522025

Highlighted filing

2015

Assets$900,350
Liabilities$0
Net Assets$900,350

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $104,8772011Expenses 2012: $64,8152012Expenses 2013: $91,3762013Revenue 2014: $233,179Expenses 2014: $175,133Net Income 2014: $58,0462014Revenue 2015: $100,811Expenses 2015: $148,513Net Income 2015: -$47,7022015Revenue 2016: $195,937Expenses 2016: $85,745Net Income 2016: $110,1922016Revenue 2017: $226,657Expenses 2017: $101,189Net Income 2017: $125,4682017Revenue 2018: $298,089Expenses 2018: $199,002Net Income 2018: $99,0872018Revenue 2019: $171,768Expenses 2019: $225,740Net Income 2019: -$53,9722019Revenue 2020: $163,768Expenses 2020: $187,838Net Income 2020: -$24,0702020Revenue 2021: $451,469Expenses 2021: $306,833Net Income 2021: $144,6362021Revenue 2022: $45,622Expenses 2022: $182,013Net Income 2022: -$136,3912022Revenue 2023: $279,418Expenses 2023: $209,783Net Income 2023: $69,6352023Revenue 2024: $349,014Expenses 2024: $252,538Net Income 2024: $96,4762024Revenue 2025: $361,144Expenses 2025: $188,003Net Income 2025: $173,1412025

Highlighted filing

2015

Revenue$100,811
Expenses$148,513
Net Income-$47,702
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$110,798
Mission and Program Overview

Mission

To assist the powell hospital district and community in providing quality health care services through the solicitation and administration of gifts and donations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$892,579$853,966▼ $38,613
Savings and Temporary Cash Investments$46,173$46,234▲ $61
Pledges and Grants Receivable$9,150--
Total Assets$948,052$900,350▼ $47,702
Other Assets Total$150$150→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$717,466$735,613▲ $18,147
Temporarily Rstr Net Assets$184,079$147,547▼ $36,532
Unrestricted Net Assets$46,507$17,190▼ $29,317
Total Net Assets Fund Balance$948,052$900,350▼ $47,702
Total Liabilities and Net Assets / Fund Balance$948,052$900,350▼ $47,702
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mindy ChristensenPresident
Bonita KatzDirector
Cindy PattenDirector
David WhittleDirector
Dr Sarah DurneyDirector
Ernie PaulDirector
Glo ReetzDirector
Henry YapleDirector
James S AllisonDirector
Jim WysockiDirector
Laurie LeeDirector
Paulette BagnellDirector
Rod GarvinDirector
Sharon EarhartDirector
Syd ThompsonDirector
Travis SmithDirector
Cindy BlevinsSecretary
Larry LarsenTreasurer
Coleen MetzlerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$73,484
Program Service Revenue
$0
Investment Income
$-912
Other Revenue
$28,239
All Other Contributions
$55,337
Change in Net Assets
$-47,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,080
Other Expenses$8,433
Total Fundraising Expense$5,620
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,080--$138,080
Advertising--$3,896$3,896
Office Expenses-$1,286$1,724$3,010
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting-$1,527-$1,527
Total Functional Expenses$140,080$2,813$5,620$148,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Powell Valley HealthcarePowell, WY501c3Upgrade Equipment$138,080
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,226
Fundraising Direct Expenses$9,987
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$21,900$21,900$5,965$15,935
Mardi Gras Even$16,326$16,326$4,022$12,304
Total Events$38,226$38,226$9,987$28,239
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The cpa firm prepares the form 990 and reviews the form before it is issued. The organization's treasurer will review and sign the form 990.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request at the office of the powell medical foundation.

Filing and Contact Details

Filer

Filer Name
Powell Medical Foundation
EIN
74-2275540
Address
PO BOX 801, POWELL, WY 82435

Signing Officer

Name
David R Whittle
Title
Director
Signed
2015-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mindy Christensen
Formed
1983
Legal Domicile
Wy
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Whittle Hamilton & Assoc Pc Cpas
Address
PO BOX 801, POWELL, WY 82435
Preparer
David R Whittle
Phone
3077542962
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Money provided by special events helps buy equipment for the hospital.

Raw XML AppendixShowing 400 of 433 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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IRS990/PrincipalOfficerNm0MINDY CHRISTENSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MONEY PROVIDED BY SPECIAL EVENTS HELPS BUY EQUIPMENT FOR THE HOSPITAL.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt066545
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0151313
IRS990/PYOtherExpensesAmt0173133
IRS990/PYOtherRevenueAmt015321
IRS990/PYRevenuesLessExpensesAmt058046
IRS990/PYTotalExpensesAmt0175133
IRS990/PYTotalRevenueAmt0233179
IRS990/ReconcilationRevenueExpnssAmt0-47702
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046173
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046234
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME-FUNDRAISING EVENTS 160,899 OTHER INCOME-MAIL CAMPAIGN 23,275
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0274909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0586778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-912
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0151313
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt078276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0354660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt038226
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt036965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012598
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt049655
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt046730
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0184174
IRS990ScheduleA/PublicSupportCY170Pct00.52130
IRS990ScheduleA/PublicSupportPY170Pct00.52760
IRS990ScheduleA/PublicSupportTotal170Amt0586778
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0274909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126622
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0586778
IRS990ScheduleA/TotalSupportAmt01125612
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09987
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MARDI GRAS EVEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038226
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04022
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0138080
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UPGRADE EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0POWELL VALLEY HEALTHCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0830300467
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 E 7TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0POWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd082435
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR FOLLOWS UP ON THE USE OF ALL FUNDS TO BE SURE THEY ARE USED AS INTENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONEY PROVIDED BY SPECIAL EVENTS HELPS BUY EQUIPMENT FOR THE HOSPITAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CPA FIRM PREPARES THE FORM 990 AND REVIEWS THE FORM BEFORE IT IS ISSUED. THE ORGANIZATION'S TREASURER WILL REVIEW AND SIGN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE POWELL MEDICAL FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0184079
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0147547
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0948052
IRS990/TotalAssetsEOYAmt0900350
IRS990/TotalAssetsGrp/BOYAmt0948052
IRS990/TotalAssetsGrp/EOYAmt0900350
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt073484
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05620
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140080
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0948052
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0900350
IRS990/TotalProgramServiceExpensesAmt0140080
IRS990/TotalRevenueGrp/ExclusionAmt027327
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100811
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0948052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0900350
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt046507
IRS990/UnrestrictedNetAssetsGrp/EOYAmt017190
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01190 HILLS LANE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.36$0.19$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.35$0.25$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.28$0.21$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.05$0.18$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.06$1.30$0.45$0.31$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.16$0.19$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.17$0.23$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.30$0.20$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.23$0.10$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.20$0.09$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.10$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.23$0.18$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.10