Civic Intelligence

Foundation for Care Management

990 • Fiscal year 2017 • EIN 91-1649390

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

c/o Dana Burnett 669 W 900 NNorth Salt Lake, UT 84054

(206) 274-5722

Siviq Scores

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

Liabilities / Assets

66th percentile

0.13x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.34x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-55%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

97th percentile

$262,400

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 131.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

96th percentile

154%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$502,355

Up $304,223 (+154%) from 2016

Net Assets

Up

$434,692

Up $290,652 (+202%) from 2016

Liabilities

Up

$67,663

Up $13,571 (+25%) from 2016

Revenue

Down

$200,198

Down $176,754 (-47%) from 2016

Expenses

Down

$310,776

Down $58,092 (-16%) from 2016

Net Income

Down

-$110,578

Down $118,662 (-1468%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $70,073Liabilities 2011: $56,564Net Assets 2011: $13,5092011Assets 2012: $88,838Liabilities 2012: $51,975Net Assets 2012: $36,8632012Assets 2013: $195,435Liabilities 2013: $54,721Net Assets 2013: $140,7142013Assets 2014: $81,255Liabilities 2014: $55,582Net Assets 2014: $25,6732014Assets 2015: $195,724Liabilities 2015: $58,446Net Assets 2015: $137,2782015Assets 2016: $198,132Liabilities 2016: $54,092Net Assets 2016: $144,0402016Assets 2017: $502,355Liabilities 2017: $67,663Net Assets 2017: $434,6922017Assets 2018: $51,621Liabilities 2018: $10,939Net Assets 2018: $40,6822018Assets 2019: $25,461Liabilities 2019: $15,857Net Assets 2019: $9,6042019Assets 2020: $13,933Liabilities 2020: $20,612Net Assets 2020: -$6,6792020Assets 2021: $19,322Liabilities 2021: $10,670Net Assets 2021: $8,6522021Assets 2022: $11,964Liabilities 2022: $4,865Net Assets 2022: $7,0992022Assets 2023: $19,272Liabilities 2023: $2,0592023Assets 2024: $11,994Liabilities 2024: $1,011Net Assets 2024: $10,9832024

Highlighted filing

2017

Assets$502,355
Liabilities$67,663
Net Assets$434,692

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $474,410Expenses 2011: $483,007Net Income 2011: -$8,5972011Revenue 2012: $1,500,988Expenses 2012: $1,480,217Net Income 2012: $20,7712012Revenue 2013: $520,974Expenses 2013: $417,123Net Income 2013: $103,8512013Revenue 2014: $334,430Expenses 2014: $449,471Net Income 2014: -$115,0412014Revenue 2015: $553,438Expenses 2015: $441,833Net Income 2015: $111,6052015Revenue 2016: $376,952Expenses 2016: $368,868Net Income 2016: $8,0842016Revenue 2017: $200,198Expenses 2017: $310,776Net Income 2017: -$110,5782017Revenue 2018: $308,912Expenses 2018: $288,702Net Income 2018: $20,2102018Revenue 2019: $238,625Expenses 2019: $235,301Net Income 2019: $3,3242019Revenue 2020: $192,174Expenses 2020: $208,457Net Income 2020: -$16,2832020Revenue 2021: $138,068Expenses 2021: $140,037Net Income 2021: -$1,9692021Revenue 2022: $138,828Expenses 2022: $140,381Net Income 2022: -$1,5532022Revenue 2023: $59,710Expenses 2023: $49,596Net Income 2023: $10,1142023Revenue 2024: $60,700Expenses 2024: $66,930Net Income 2024: -$6,2302024

Highlighted filing

2017

Revenue$200,198
Expenses$310,776
Net Income-$110,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.0
Gross Receipts
$200,198
Mission and Program Overview

Mission

Foundation for Care Management is organized as a foundation for educational and scientific purposes. It receives unrestricted education grants to conduct continuing education programs for physicians, physicians assistants, registered nurses, nurse practitioners and pharmacists..

The organization is organized as a foundation for educational and scientific purposes. Foundation for Care management receives unrestricted education grants to continuing education programs for medical professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$430,729$427,653▼ $3,076
Savings and Temporary Cash Investments$55,002$55,003▲ $1
Cash and Non-Interest-Bearing Accounts$117,365$18,197▼ $99,168
Total Assets$628,861$502,355▼ $126,506
Other Assets Total$25,765$1,502▼ $24,263
Liabilities
Deferred Revenue$51,975$51,975→ $0
Accounts Payable and Accrued Expenses$29,500$13,200▼ $16,300
Other Liabilities$2,117$2,488▲ $371
Total Liabilities$83,592$67,663▼ $15,929
Net Assets / Fund Balance
Unrestricted Net Assets$545,269$434,692▼ $110,577
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$545,269$434,692▼ $110,577
Total Liabilities and Net Assets / Fund Balance$628,861$502,355▼ $126,506
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanette DunnChairpersonFT$131,200$131,200$131,200
George GeyTreasurer-$6,700-$6,700
Kathleen DavisSecretary--$500$500

Board Members and Trustees

NameTitle
Dana BurnettVice-President

Highest Paid Contractors

ContractorServicesLocationCompensation
Jeanette DunnExecutive Director, Accreditation and key employee20114 77th Place SW, Vashon, WA 98070$131,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$200,198
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-110,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$236,116
Other Expenses$74,660
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$144,201-$144,201
Other Salaries and Wages-$84,643-$84,643
Conferences and Meetings$1,378$38,358-$39,736
Fees for Services Other$8,300$1,029-$9,329
Occupancy-$8,992-$8,992
Payroll Taxes-$7,272-$7,272
Advertising$244$4,770-$5,014
Travel-$2,902-$2,902
Information Technology-$2,472-$2,472
Fees for Services Accounting-$2,010-$2,010
Other Expenses$1,135$160-$1,295
Office Expenses-$430-$430
Interest-$21-$21
Total Functional Expenses$11,057$299,719$0$310,776
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
WA Labor & Industries$485
Credit Card$276
WA Employment Security$119
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section A, Line 2

George Gey and Jeanette Dunn are married

Form 990, Part VI, Section B, Line 11B

Upon completion of 990, Jeanette Dunn and Dana Burnett review prior to submission. Upon approval, 990 is submitted with Jeanette signing.

Form 990, Part VI, Section B, Line 12C

All officers are aware of conflict of interest policy and submit any new potential conflicts as they arise.

Form 990, Part VI, Section C, Line 19

Form 990 is available upon request via email or mail.

Filing and Contact Details

Filer

Filer Name
Foundation for Care Management
EIN
91-1649390
Phone
2062745722
Address
c/o Dana Burnett 669 W 900 N, North Salt Lake, UT 84054

Signing Officer

Name
Jeanette Dunn
Title
Executive Director
Phone
2063490973
Signed
2018-05-03

Organization Details

Principal Officer
Jeanette Dunn
Formed
1997
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rounding errors: $1.00

Raw XML Appendix389 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0131200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jeanette Dunn
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0131200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0George Gey and Jeanette Dunn are married
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon completion of 990, Jeanette Dunn and Dana Burnett review prior to submission. Upon approval, 990 is submitted with Jeanette signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All officers are aware of conflict of interest policy and submit any new potential conflicts as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is available upon request via email or mail.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding errors: $1.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0628861
IRS990/TotalAssetsEOYAmt0502355
IRS990/TotalAssetsGrp/BOYAmt0628861
IRS990/TotalAssetsGrp/EOYAmt0502355
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0299719
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011057
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt083592
IRS990/TotalLiabilitiesEOYAmt067663
IRS990/TotalLiabilitiesGrp/BOYAmt083592
IRS990/TotalLiabilitiesGrp/EOYAmt067663
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0545269
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434692
IRS990/TotalOtherCompensationAmt0131700
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt011057
IRS990/TotalProgramServiceRevenueAmt0200198
IRS990/TotalReportableCompFromOrgAmt0137900
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0200198
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200198
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0628861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0502355
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02902
IRS990/TravelGrp/TotalAmt02902
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0545269
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0434692
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020114 77TH PL SW
IRS990/USAddress/CityNm0Vashon
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098070
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.fcmcme.org
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0We are filing late because the Executive Director, Jeanette Dunn has been out of country and it has been difficult to coordinate review of form and obtain signatures.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanette Dunn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02063490973
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR CARE MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0911649390
ReturnHeader/Filer/PhoneNum02062745722
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Dana Burnett 669 W 900 N
ReturnHeader/Filer/USAddress/CityNm0North Salt Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084054
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.118.129.183
ReturnHeader/ReturnTs02018-06-01T09:49:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06$0.07$0.01
2023Summary only. Only limited summary data is available for this year.$0.02$0.00$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.14$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.01$0.01$0.14$0.14$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.02$0.01$0.19$0.21$0.02
2019Summary only. Only limited summary data is available for this year.$0.03$0.02$0.01$0.24$0.24$0.00
2018Summary only. Only limited summary data is available for this year.$0.05$0.01$0.04$0.31$0.29$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.43$0.20$0.31$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.05$0.14$0.38$0.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.06$0.14$0.55$0.44$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.06$0.03$0.33$0.45$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.05$0.14$0.52$0.42$0.10
2012Summary only. Only limited summary data is available for this year.$0.09$0.05$0.04$1.50$1.48$0.02
2011Summary only. Only limited summary data is available for this year.$0.07$0.06$0.01$0.47$0.48$0.01