Civic Intelligence

Emc Health Foundation

990 • Fiscal year 2020 • EIN 81-4399875

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 08, 2020

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$492,457

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

90th percentile

58%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

0.7%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$7,612,315

Up $2,803,580 (+58%) from 2019

Net Assets

Up

$7,520,178

Up $2,857,460 (+61%) from 2019

Liabilities

Down

$92,137

Down $53,880 (-37%) from 2019

Revenue

Up

$6,316,260

Up $45,954 (+0.7%) from 2019

Expenses

Up

$2,138,932

Up $553,488 (+35%) from 2019

Net Income

Down

$4,177,328

Down $507,534 (-11%) from 2019

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

2020

Assets$7,612,315
Liabilities$92,137
Net Assets$7,520,178

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

2020

Revenue$6,316,260
Expenses$2,138,932
Net Income$4,177,328
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 8, 2020
Return Version
2019v5.0
Gross Receipts
$9,297,556
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 and legacy health endowment 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$7,068,739▲ $2,597,453
Cash and Non-Interest-Bearing Accounts$259,603$466,883▲ $207,280
Accounts Receivable$49,270$44,303▼ $4,967
Prepaid Expenses and Deferred Charges$23,212$23,005▼ $207
Land, Buildings, and Equipment, Net$4,864$9,385▲ $4,521
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$4,808,735$7,612,315▲ $2,803,580
Other Assets Total$500$0▼ $500
Liabilities
Grants Payable$125,000--
Other Liabilities$15,140$59,318▲ $44,178
Accounts Payable and Accrued Expenses$5,877$32,819▲ $26,942
Total Liabilities$146,017$92,137▼ $53,880
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,662,718$7,520,178▲ $2,857,460
Total Net Assets Fund Balance$4,662,718$7,520,178▲ $2,857,460
Total Liabilities and Net Assets / Fund Balance$4,808,735$7,612,315▲ $2,803,580

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,385$6,265$15,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda StuhmerSr VP & COOFT$330,878$161,579$492,457

Board Members and Trustees

NameTitle
David DwightChairman
Jeffrey R LewisPresident & CEO
Dr Tom WilsonVice Chair
Dr Carrie JaniskiBoard Director
Kevin VogtBoard Director
Larry AndersonSec & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000,000
Program Service Revenue
$1,259,634
Investment Income
$56,626
Other Revenue
$0
All Other Contributions
$5,000,000
Change in Net Assets
$4,177,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,309,673
Grants and Similar Amounts Paid$654,323
Other Expenses$174,936
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$654,323--$654,323
Other Salaries and Wages$562,531--$562,531
Current Officers, Directors, Trustees, and Key Employees$390,274--$390,274
Other Employee Benefits$265,878--$265,878
Payroll Taxes$69,132--$69,132
Fees for Services Accounting-$27,901-$27,901
Pension Plan Contributions$21,858--$21,858
Advertising$13,341--$13,341
Insurance-$4,245-$4,245
Depreciation Depletion-$2,954-$2,954
Fees for Services Legal-$1,719-$1,719
All Other Expenses-$1,016-$1,016
Travel-$1,009-$1,009
Other Expenses$1,000$830-$830
Fees for Services Management$300--$300
Total Functional Expenses$1,978,637$160,295$0$2,138,932
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stanislaus Health FoundationModesto, CA-Provide for Physician Salary$200,000
Carnegie Arts CenterTurlock, CA-Launch a Community Lecture Series$100,000
Community Health Centers of aModesto, CA-Provide for Physician Salary$100,000
Castle Family Health CentersAtwater, CA-Fund Community Health Educator$70,000
SOCIETY FOR disABILITIESModesto, CA-Autism Care Program for Children$55,000
United Samaritans FoundationTurlock, CA-Medication Payment Assistance$25,000
Uop School of Pharmacy & HealStockton, CA-Support Health Fairs$25,000
Via Heart ProjectSan Francisco, CA-Cardiac Arrest Education & Treatmnt$25,000
Golden Valley Health CentersMerced, CA-FUNDS FOR WOMEN'S HEALTH EVENT$20,000
StrongherTurlock, CA-TO PROVIDE WOMEN'S HEALTH EVENTS$14,423
Turlock Police Chaplaincy IncTurlock, CA-General Operating Support$10,000
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
Accrued Pto$47,873
Payroll Taxes Payable$10,156
Lt Care Payable$1,245
Credit Cards Payable$44
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 35% controlled entity
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
Yes
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 15B: Compensation Review and Approval Process for Officers and Key Employees

Salaries at emc health foundation are determined by examining what similar positions are paid acress the california central valley, silicon valley and other foundations. We undertake a market evaluation annually for all jobs and new hires.

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
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
20

Preparer

Firm
Wahl Willemse & Wilson LLP CPAs
Address
401 E Main St, Turlock, CA 95380
Preparer
Amy Wilson CPA
Phone
2096690880
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IRS990/OtherExpensesGrp/TotalAmt3830
IRS990/OtherLiabilitiesGrp/BOYAmt015140
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1203183
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LAUNCH A COMMUNITY LECTURE SERIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND COMMUNITY HEALTH EDUCATOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE FOR PHYSICIAN SALARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUNDS FOR WOMEN'S HEALTH EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4AUTISM CARE PROGRAM FOR CHILDREN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROVIDE FOR PHYSICIAN SALARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO PROVIDE WOMEN'S HEALTH EVENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8MEDICATION PAYMENT ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPORT HEALTH FAIRS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10CARDIAC ARREST EDUCATION & TREATMNT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARNEGIE ARTS CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CASTLE FAMILY HEALTH CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY HEALTH CENTERS OF A
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GOLDEN VALLEY HEALTH CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SOCIETY FOR disABILITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5STANISLAUS HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6STRONGHER

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