Civic Intelligence

Medical Foundation of Marion & Polk Counties

EIN 93-1261633 • 501(c)3 • Salem, OR

Profile

Working to meet the health and wellbeing needs of the underserved in our community through project access, medassist, women's health program and moms plus.

5675 Koda Street SESalem, OR 97306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-863%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

88th percentile

$22,292

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 251.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$0

Down $311,220 (-100%) from 2017

Liabilities

Down

$0

Down $2,324 (-100%) from 2017

Net Assets

Down

$0

Down $308,896 (-100%) from 2017

Revenue

Down

$8,851

Down $360,088 (-98%) from 2017

Expenses

Down

$85,234

Down $316,343 (-79%) from 2017

Net Income

Down

-$76,383

Down $43,745 (-134%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2010: $247,045Liabilities 2010: $214,977Net Assets 2010: $32,0682010Assets 2011: $233,781Liabilities 2011: $256,303Net Assets 2011: -$22,5222011Assets 2012: $122,046Liabilities 2012: $14,459Net Assets 2012: $107,5872012Assets 2013: $106,192Liabilities 2013: $16,660Net Assets 2013: $89,5322013Assets 2014: $292,436Liabilities 2014: $6,536Net Assets 2014: $285,9002014Assets 2015: $346,719Liabilities 2015: $9,811Net Assets 2015: $336,9082015Assets 2016: $346,178Liabilities 2016: $4,644Net Assets 2016: $341,5342016Assets 2017: $311,220Liabilities 2017: $2,324Net Assets 2017: $308,8962017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $271,0912010Expenses 2011: $302,0892011Revenue 2012: $293,129Expenses 2012: $163,020Net Income 2012: $130,1092012Expenses 2013: $263,2582013Revenue 2014: $529,369Expenses 2014: $333,002Net Income 2014: $196,3672014Revenue 2015: $503,756Expenses 2015: $452,748Net Income 2015: $51,0082015Revenue 2016: $383,510Expenses 2016: $378,884Net Income 2016: $4,6262016Revenue 2017: $368,939Expenses 2017: $401,577Net Income 2017: -$32,6382017Revenue 2018: $8,851Expenses 2018: $85,234Net Income 2018: -$76,3832018

Highlighted filing

2018

Revenue$8,851
Expenses$85,234
Net Income-$76,383

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jun 10, 2018
Return Version
2017v2.3
Gross Receipts
$13,629
Mission and Program Overview

Mission

Working to meet the health and wellbeing needs of the underserved in our community through project access, medassist, women's health program and momsplus.

Working to meet the health and wellbeing needs of the underserved in our community through project access, medassist, women's health program and moms plus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$234,793--
Savings and Temporary Cash Investments$62,326--
Pledges and Grants Receivable$5,931--
Land, Buildings, and Equipment, Net$5,014--
Prepaid Expenses and Deferred Charges$282--
Total Assets$311,220$0▼ $311,220
Other Assets Total$2,874--
Liabilities
Other Liabilities$2,324--
Total Liabilities$2,324$0▼ $2,324
Net Assets / Fund Balance
Temporarily Rstr Net Assets$178,565--
Unrestricted Net Assets$130,331--
Total Net Assets Fund Balance$308,896$0▼ $308,896
Total Liabilities and Net Assets / Fund Balance$311,220$0▼ $311,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa ThomasSecretaryPT$4,167$18,125$22,292
Krista WoodExecutive DiPT-$21,250$21,250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$10,782
Program Service Revenue
$0
Investment Income
$-4,748
Other Revenue
$2,817
All Other Contributions
$10,782
Change in Net Assets
$-76,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,722
Salaries, Compensation, and Employee Benefits$27,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,617$12,384-$23,001
Fees for Services Other$15,000$848-$15,848
Occupancy-$13,565-$13,565
Office Expenses$2,658$1,130-$3,788
Fees for Services Legal-$2,810-$2,810
Payroll Taxes$1,328$1,425-$2,753
Other Employee Benefits$1,618$140-$1,758
All Other Expenses$103$587-$690
Insurance-$690-$690
Conferences and Meetings$82$220-$302
Travel$282--$282
Depreciation Depletion-$236-$236
Other Expenses$5,500$222-$222
Information Technology-$40-$40
Total Functional Expenses$47,693$37,541$0$85,234
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
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
Yes
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Day to day operations are managed by an executive director and financial director who are shared with the marion and polk county medical society (mpcms), a non-profit corporation. This arrangement allows both organizations to run cost effectively for the benefit of the people they serve. Each organization is responsible for 50% of shared costs.

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

The executive director will review before filing.

Form 990, Page 6, Part VI, Line 15A

Board executive committee approves salaries for for key employees and officials.

Form 990, Page 6, Part VI, Line 15B

Board provides oversight as needed.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Medical Foundation of Marion & Polk
EIN
93-1261633
Phone
5033629669
Address
5675 KODA STREET SE, SALEM, OR 97306

Signing Officer

Name
Jean a Wheat-palm
Title
President/CEO
Phone
5033629669
Signed
2018-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean a Wheat-palm
Formed
1999
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
13
Employees
4
Volunteers
10

Preparer

Firm
Kuenzi & Company LLC
Address
650 HAWTHORNE AVE SE STE 110, SALEM, OR 97301
Preparer
Terrence L Kuenzi
Phone
5033997306
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees 15,000 848 0

Form 990, Part XI, Line 9

Dissolution adjustment -232,513

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0948
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt064382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014053
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034581
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016956
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt048846
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0114436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84430
IRS990ScheduleA/PublicSupportPY170Pct00.85420
IRS990ScheduleA/PublicSupportTotal170Amt01493424
IRS990ScheduleA/SubstantialContributorsTotAmt0159992
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0330923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0335352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0493093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0483266
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01653416
IRS990ScheduleA/TotalSupportAmt01768800
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH & CASH EQUIV.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH & CASH EQUIV.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0NORTHWEST FAMILY SERVICES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1SALEM HEALTH FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-08-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12017-08-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0930841022
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1237002687
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt042536
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1116946
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt06200 SE KING RD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1890 OAK ST SE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PORTLAND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1SALEM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd097222
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd197301
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0THE REMAINING ASSETS NETTING TO A FMV OF 73,031 WERE LIQUIDATED AND DISTRIBUTED IN ACCORDANCE THE APPROVED ARTICLES OF DISSOLUTION TO QUALIFYING 501(C)3 ORGANIZATIONS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY OPERATIONS ARE MANAGED BY AN EXECUTIVE DIRECTOR AND FINANCIAL DIRECTOR WHO ARE SHARED WITH THE MARION AND POLK COUNTY MEDICAL SOCIETY (MPCMS), A NON-PROFIT CORPORATION. THIS ARRANGEMENT ALLOWS BOTH ORGANIZATIONS TO RUN COST EFFECTIVELY FOR THE BENEFIT OF THE PEOPLE THEY SERVE. EACH ORGANIZATION IS RESPONSIBLE FOR 50% OF SHARED COSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR WILL REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD EXECUTIVE COMMITTEE APPROVES SALARIES FOR FOR KEY EMPLOYEES AND OFFICIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD PROVIDES OVERSIGHT AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROFESSIONAL FEES 15,000 848 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISSOLUTION ADJUSTMENT -232,513
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0178565
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0311220
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0311220
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010782
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037541
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047693
IRS990/TotalFunctionalExpensesGrp/TotalAmt085234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02324
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02324
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0308896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt047693
IRS990/TotalReportableCompFromOrgAmt04167
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1931
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08851
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0311220
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt039375
IRS990/TravelGrp/ProgramServicesAmt0282
IRS990/TravelGrp/TotalAmt0282
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0130331
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z

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