Civic Intelligence

Emc Health Foundation

990 • Fiscal year 2019 • EIN 81-4399875

Apr 01, 2018 to Mar 31, 2019 • Filed on Aug 23, 2019

2881 Geer Rd Suite ATurlock, CA 95382

(209) 664-5184

Siviq Scores

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

Liabilities / Assets

27th percentile

0.03x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$259,502

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

100th percentile

3235%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

443%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,808,735

Up $4,664,528 (+3235%) from 2018

Net Assets

Up

$4,662,718

Up $4,551,595 (+4096%) from 2018

Liabilities

Up

$146,017

Up $112,933 (+341%) from 2018

Revenue

Up

$6,270,306

Up $5,114,684 (+443%) from 2018

Expenses

Up

$1,585,444

Up $466,736 (+42%) from 2018

Net Income

Up

$4,684,862

Up $4,647,948 (+12591%) from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2017: $102,011Liabilities 2017: $27,802Net Assets 2017: $74,2092017Assets 2018: $144,207Liabilities 2018: $33,084Net Assets 2018: $111,1232018Assets 2019: $4,808,735Liabilities 2019: $146,017Net Assets 2019: $4,662,7182019Assets 2020: $7,612,315Liabilities 2020: $92,137Net Assets 2020: $7,520,1782020Assets 2021: $14,917,412Liabilities 2021: $480,645Net Assets 2021: $14,436,7672021Assets 2022: $16,384,001Liabilities 2022: $374,673Net Assets 2022: $16,009,3282022Assets 2023: $16,610,749Liabilities 2023: $266,922Net Assets 2023: $16,343,8272023Assets 2025: $22,179,465Liabilities 2025: $141,536Net Assets 2025: $22,037,9292025

Highlighted filing

2019

Assets$4,808,735
Liabilities$146,017
Net Assets$4,662,718

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2017: $339,122Expenses 2017: $264,913Net Income 2017: $74,2092017Revenue 2018: $1,155,622Expenses 2018: $1,118,708Net Income 2018: $36,9142018Revenue 2019: $6,270,306Expenses 2019: $1,585,444Net Income 2019: $4,684,8622019Revenue 2020: $6,316,260Expenses 2020: $2,138,932Net Income 2020: $4,177,3282020Revenue 2021: $6,982,264Expenses 2021: $3,059,710Net Income 2021: $3,922,5542021Revenue 2022: $4,756,855Expenses 2022: $2,723,258Net Income 2022: $2,033,5972022Revenue 2023: $4,495,784Expenses 2023: $3,013,301Net Income 2023: $1,482,4832023Revenue 2025: $6,389,896Expenses 2025: $2,312,417Net Income 2025: $4,077,4792025

Highlighted filing

2019

Revenue$6,270,306
Expenses$1,585,444
Net Income$4,684,862
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$6,640,753
Mission and Program Overview

Mission

Emc health foundation is committed to promoting and expanding care for members of the community as whole persons, considering their physical, psychosocial, and spiritual health in an atmosphere of professional excellence and human kindness.

Conducting supporting activities for the benefit of, or performing the functions of, or carrying out the purposes of emc health inc. (a california nonprofit religious corporation) whose purposes include serving residents in the service area as outlined in their articles of incorporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$4,471,286-
Cash and Non-Interest-Bearing Accounts$117,780$259,603▲ $141,823
Accounts Receivable-$49,270-
Prepaid Expenses and Deferred Charges$19,478$23,212▲ $3,734
Land, Buildings, and Equipment, Net$6,949$4,864▼ $2,085
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$144,207$4,808,735▲ $4,664,528
Other Assets Total-$500-
Liabilities
Grants Payable-$125,000-
Other Liabilities$33,084$15,140▼ $17,944
Accounts Payable and Accrued Expenses-$5,877-
Total Liabilities$33,084$146,017▲ $112,933
Net Assets / Fund Balance
Unrestricted Net Assets$111,123$4,662,718▲ $4,551,595
Total Net Assets Fund Balance$111,123$4,662,718▲ $4,551,595
Total Liabilities and Net Assets / Fund Balance$144,207$4,808,735▲ $4,664,528

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,864$3,311$8,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda StuhmerSr VP & COOFT$308,149$308,149

Board Members and Trustees

NameTitle
David DwightChairman
Jeffrey R LewisPresident & CEO
Dr Tom WilsonVice Chair
Larry AndersonSec & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000,000
Program Service Revenue
$1,123,568
Investment Income
$136,888
Other Revenue
$9,850
All Other Contributions
$5,000,000
Change in Net Assets
$4,684,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,111,170
Grants and Similar Amounts Paid$387,045
Other Expenses$87,229
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$503,921--$503,921
Grants to Domestic Orgs$387,045--$387,045
Current Officers, Directors, Trustees, and Key Employees$308,149--$308,149
Other Employee Benefits$224,331--$224,331
Payroll Taxes$55,416--$55,416
Fees for Services Accounting-$20,648-$20,648
Pension Plan Contributions$19,353--$19,353
Insurance-$4,186-$4,186
Fees for Services Legal-$2,479-$2,479
Other Expenses$2,250$6,739-$2,250
Depreciation Depletion-$2,085-$2,085
All Other Expenses-$902-$902
Fees for Services Management$300--$300
Advertising$200--$200
Office Expenses$19--$19
Total Functional Expenses$1,503,727$81,717$0$1,585,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Livingston Community HealthLivingston, CA-Provide for Physician Salary$200,000
Sierra Vista Child & FamilyModesto, CA-Provide Clinician for Food Truck$105,000
Castle Family Health CentersAtwater, CA-Fund Community Health Educator$70,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$9,447
Lt Care Payable$5,693
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Part VI, Line 11B: Form 990 Review Process

The board of directors reviews and approves a draft of the 990 before it is finalized.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annual review and completion of conflict of interest

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Emc Health Foundation
EIN
81-4399875
Phone
2096645184
Address
2881 GEER RD SUITE A, TURLOCK, CA 95382

Signing Officer

Name
Jeffrey R Lewis
Title
President & CEO
Signed
2019-08-23
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
17

Preparer

Firm
Wahl Willemse & Wilson LLP CPAs
Address
401 E Main St, Turlock, CA 95380-4537
Preparer
Amy Wilson CPA
Phone
2096690880
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IRS990/PYTotalRevenueAmt01155622
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04684862
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05000000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05250000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01123568
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01105622
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0139122
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02368312
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt05250000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05000000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05250000
IRS990ScheduleA/TotalSupportAmt07618312
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04864
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03311
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05693
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19447
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LT CARE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04864
IRS990ScheduleD/TotalLiabilityAmt015140
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/CashGrantAmt1200000
IRS990ScheduleI/RecipientTable/CashGrantAmt2105000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND COMMUNITY HEALTH EDUCATOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FOR PHYSICIAN SALARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE CLINICIAN FOR FOOD TRUCK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASTLE FAMILY HEALTH CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LIVINGSTON COMMUNITY HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SIERRA VISTA CHILD & FAMILY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03605 HOSPITAL RD SUITE H
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1LIVINGSTON COMMUNITY HEALTH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 POPLAR WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ATWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LIVINGSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MODESTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195334
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295354
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0308149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LINDA STUHMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SR VP & COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0308149
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS AND APPROVES A DRAFT OF THE 990 BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW AND COMPLETION OF CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EMC HEALTH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942281314
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02881 GEER ROAD STE A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TURLOCK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095382
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false

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