Civic Intelligence

Western Sierra Medical Clinic Inc

EIN 94-2279011 • 501(c)3 • Grass Valley, CA

Profile

Providing accessible, quality medical, dental, and behavioral health services through innovative, patient-centered care in our communities.

844 Old Tunnel RoadGrass Valley, CA 95945

www.wsmcmed.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.50x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.47x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$314,130

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,329,707

Up $2,401,631 (+13%) from 2023

Liabilities

Up

$10,209,696

Up $2,371,282 (+30%) from 2023

Net Assets

Up

$10,120,011

Up $30,349 (+0.3%) from 2023

Revenue

Up

$21,509,249

Up $2,534,596 (+13%) from 2023

Expenses

Up

$21,478,900

Up $2,531,044 (+13%) from 2023

Net Income

Up

$30,349

Up $3,552 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $2,650,590Liabilities 2010: $926,412Net Assets 2010: $1,724,1782010Assets 2011: $2,780,348Liabilities 2011: $946,281Net Assets 2011: $1,834,0672011Assets 2012: $2,229,648Liabilities 2012: $1,026,515Net Assets 2012: $1,203,1332012Assets 2013: $3,148,801Liabilities 2013: $1,881,780Net Assets 2013: $1,267,0212013Assets 2014: $7,478,214Liabilities 2014: $5,834,815Net Assets 2014: $1,643,3992014Assets 2015: $7,615,083Liabilities 2015: $5,673,274Net Assets 2015: $1,941,8092015Assets 2016: $8,712,476Liabilities 2016: $6,454,992Net Assets 2016: $2,257,4842016Assets 2017: $9,795,324Liabilities 2017: $6,414,310Net Assets 2017: $3,381,0142017Assets 2018: $10,818,720Liabilities 2018: $6,137,737Net Assets 2018: $4,680,9832018Assets 2019: $11,250,493Liabilities 2019: $7,112,521Net Assets 2019: $4,137,9722019Assets 2020: $12,236,237Liabilities 2020: $6,741,298Net Assets 2020: $5,494,9392020Assets 2021: $14,251,901Liabilities 2021: $6,595,257Net Assets 2021: $7,656,6442021Assets 2022: $17,963,680Liabilities 2022: $8,088,827Net Assets 2022: $9,874,8532022Assets 2023: $17,928,076Liabilities 2023: $7,838,414Net Assets 2023: $10,089,6622023Assets 2024: $20,329,707Liabilities 2024: $10,209,696Net Assets 2024: $10,120,0112024

Highlighted filing

2024

Assets$20,329,707
Liabilities$10,209,696
Net Assets$10,120,011

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $5,309,5962010Revenue 2011: $5,706,142Expenses 2011: $5,596,103Net Income 2011: $110,0392011Expenses 2012: $6,123,3722012Revenue 2013: $6,903,738Expenses 2013: $6,839,850Net Income 2013: $63,8882013Revenue 2014: $8,417,909Expenses 2014: $8,041,531Net Income 2014: $376,3782014Revenue 2015: $9,138,843Expenses 2015: $8,840,433Net Income 2015: $298,4102015Revenue 2016: $11,421,417Expenses 2016: $11,105,742Net Income 2016: $315,6752016Revenue 2017: $13,645,904Expenses 2017: $12,524,577Net Income 2017: $1,121,3272017Revenue 2018: $14,892,074Expenses 2018: $13,565,944Net Income 2018: $1,326,1302018Revenue 2019: $14,597,327Expenses 2019: $15,176,400Net Income 2019: -$579,0732019Revenue 2020: $15,661,571Expenses 2020: $14,325,759Net Income 2020: $1,335,8122020Revenue 2021: $17,474,892Expenses 2021: $15,373,015Net Income 2021: $2,101,8772021Revenue 2022: $20,122,865Expenses 2022: $17,481,211Net Income 2022: $2,641,6542022Revenue 2023: $18,974,653Expenses 2023: $18,947,856Net Income 2023: $26,7972023Revenue 2024: $21,509,249Expenses 2024: $21,478,900Net Income 2024: $30,3492024

Highlighted filing

2024

Revenue$21,509,249
Expenses$21,478,900
Net Income$30,349

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.3$10.2$10.1$21.5$21.5$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$7.84$10.1$19.0$18.9$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$8.09$9.87$20.1$17.5$2.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$6.60$7.66$17.5$15.4$2.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$6.74$5.49$15.7$14.3$1.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$7.11$4.14$14.6$15.2$0.58
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$6.14$4.68$14.9$13.6$1.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$6.41$3.38$13.6$12.5$1.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$6.45$2.26$11.4$11.1$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$5.67$1.94$9.14$8.84$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.48$5.83$1.64$8.42$8.04$0.38
2013Detailed filing. Detailed filing data is available for this year.$3.15$1.88$1.27$6.90$6.84$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$1.03$1.20$6.12
2011Summary only. Only limited summary data is available for this year.$2.78$0.95$1.83$5.71$5.60$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.93$1.72$5.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 2, 2025
Return Version
2024v5.0
Gross Receipts
$21,509,249
Mission and Program Overview

Mission

The Clinic's specific purpose is to provide quality health care and related charitable and educational opportunities to people of all ages and incomes, living in Western Sierra and Nevada Counties. This purpose includes medical and preventive health services, long-term care and education concerning health care needs and issues.

The clinic's specific purpose is to provide quality health care and related charitable and educational opportunities to people of all ages and incomes, living in placer, sierra and nevada counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,203,209$7,127,347▼ $75,862
Savings and Temporary Cash Investments$6,473,689$6,723,533▲ $249,844
Cash and Non-Interest-Bearing Accounts$790,675$2,797,841▲ $2,007,166
Accounts Receivable$1,253,293$1,525,112▲ $271,819
Pledges and Grants Receivable$595,856$549,875▼ $45,981
Prepaid Expenses and Deferred Charges$190,712$176,611▼ $14,101
Total Assets$17,928,076$20,329,707▲ $2,401,631
Other Assets Total$1,420,642$1,429,388▲ $8,746
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,426,514$5,712,506▼ $714,008
Accounts Payable and Accrued Expenses$1,404,487$3,642,849▲ $2,238,362
Unsecured Notes Loans Payable-$800,000-
Deferred Revenue$7,413$54,341▲ $46,928
Other Liabilities-$0-
Total Liabilities$7,838,414$10,209,696▲ $2,371,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,089,662$10,120,011▲ $30,349
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$10,089,662$10,120,011▲ $30,349
Total Liabilities and Net Assets / Fund Balance$17,928,076$20,329,707▲ $2,401,631

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,175,981$0$9,175,981
Equipment$1,447,101$0$1,447,101
Land$446,838-$446,838
Leasehold Improvements$180,128$0$180,128
Other Land Buildings$-4,122,701$4,176,660$53,959
Other Assets Org$1,429,388--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew MorrisChief Medical OfficerFT$302,596$11,534$314,130
Jennifer MaloneChief Executive OfficerFT$261,558$50,251$311,809
Juan ChavezDental DirectorFT$256,840$20,050$276,890
Lynne ScannellPhysicianFT$230,889$19,272$250,161
Faye JensenPhysicianFT$238,115$9,021$247,136
Joseph BrittonPhysicianFT$218,496$6,812$225,308
Alan GruenefeldtPhysicianFT$204,245$14,062$218,307
Dan HappsChief Administrative OfficerFT$162,000$20,780$182,780

Board Members and Trustees

NameTitle
Scott BrowneChair
Anita DanielsVice Chair
Don RussellBoard Member
Dr Robert OldmanBoard Member
Dr Scott KellermanBoard Member
Linda GreenleeBoard Member
Lisa WilsonBoard Member
Lupe PetersonBoard Member
Paulette TaylorBoard Member
Robert ShapiroBoard Member
Sambhava Kirsch BurkeBoard Member
Derek WilliamsSecretary
Brandon PangmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,593,637
Program Service Revenue
$16,847,897
Investment Income
$294,302
Other Revenue
$773,413
All Other Contributions
$638,057
Change in Net Assets
$30,349

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies100$637,957Fair Market Value (FMV)
Total Noncash Contributions100$637,957-

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,509,249
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$21,509,249
Total Revenue per Form 990
$21,509,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,998,523
Other Expenses$6,480,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,883,823$3,114,700-$14,998,523
Fees for Services Other$2,515,544$358,261-$2,873,805
Office Expenses$1,323,173$615,675-$1,938,848
Occupancy$639,485$140,375-$779,860
Depreciation Depletion$327,883$71,974-$399,857
Interest$292,282$64,160-$356,442
Insurance$107,883$23,682-$131,565
Total Functional Expenses$17,090,073$4,388,827$0$21,478,900

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,478,900
Total Expenses per Audited Statements$21,478,900
Total Expenses per Form 990$21,478,900
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Audit committee
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
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, Part VI, Section A, Line 3

CFO is contracted.

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

The finance committee of the board of directors reviews the form 990 for accuracy and completeness. The chairman of the committee presents it to the board of directors and makes a copy available to all members of the full board. Typically, this is done prior to filing, but can be done after, if time does not allow prior to form 990 being filed.

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

The conflict of interest policy is reviewed by the board with an updated conflict of interest form completed annually. Periodically, throughout the year, as business is conducted and conflicted noted, the policy is revisited and conflicting parties are asked to obstain from voting.

Form 990, Part VI, Section B, Line 15

The annual cpca salary survey is compared to all employees compensation annually to confirm base salary ranges. All officers and key employees are evaluated annually by a supervisor and any increases are based on the evaluations

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Western Sierra Medical Clinic Inc
EIN
94-2279011
Phone
5302733813
Address
844 Old Tunnel Road, Grass Valley, CA 95945

Signing Officer

Name
Jennifer Malone
Title
CEO
Phone
5302734984
Signed
2025-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Malone
Formed
1987
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
212
Volunteers
10

Preparer

Firm
Chw Llp
Address
7797 N First Street Suite 15, Fresno, CA 93720
Preparer
Jeremy Ware
Phone
5595495400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional Fees.

Financial Statement Notes

Schedule D, Part X, Line 2

The Center has been recognized by the Internal Revenue Service as a non-profit corporation as described in Sec. 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal and state income taxes on related income pursuant to Sec 501(a) of the IRC and California Revenue and Taxation Code Sec 23701(d). The Center files a United States federal tax return and a California state tax return and has determined that its major tax jurisdictions are the United States and California. Typically, three tax years remain open and subject to examination by the appropriate government agencies in the United States and California.

Raw XML AppendixShowing 400 of 687 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.

Path#Value
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IRS990/ActivityOrMissionDesc0THE CLINIC'S SPECIFIC PURPOSE IS TO PROVIDE QUALITY HEALTH CARE AND RELATED CHARITABLE AND EDUCATIONAL OPPORTUNITIES TO PEOPLE OF ALL AGES AND INCOMES, LIVING IN PLACER, SIERRA AND NEVADA COUNTIES.
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IRS990/Desc0Providing accessible, quality medical, dental, and behavioral health services through innovative, patient-centered care in our communities. In 2024, 19,825 patients were serviced with 111,138 unique service encounters.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0Matthew Morris
IRS990/Form990PartVIISectionAGrp/PersonNm1Jennifer Malone
IRS990/Form990PartVIISectionAGrp/PersonNm2Juan Chavez
IRS990/Form990PartVIISectionAGrp/PersonNm3Lynne Scannell
IRS990/Form990PartVIISectionAGrp/PersonNm4Faye Jensen
IRS990/Form990PartVIISectionAGrp/PersonNm5Joseph Britton
IRS990/Form990PartVIISectionAGrp/PersonNm6Alan Gruenefeldt
IRS990/Form990PartVIISectionAGrp/PersonNm7Dan Happs
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Browne
IRS990/Form990PartVIISectionAGrp/PersonNm9Anita Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm10Brandon Pangman
IRS990/Form990PartVIISectionAGrp/PersonNm11Derek Williams
IRS990/Form990PartVIISectionAGrp/PersonNm12Linda Greenlee
IRS990/Form990PartVIISectionAGrp/PersonNm13Dr Scott Kellerman
IRS990/Form990PartVIISectionAGrp/PersonNm14Sambhava Kirsch Burke
IRS990/Form990PartVIISectionAGrp/PersonNm15Dr Robert Oldman
IRS990/Form990PartVIISectionAGrp/PersonNm16Lupe Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm17Don Russell
IRS990/Form990PartVIISectionAGrp/PersonNm18Robert Shapiro
IRS990/Form990PartVIISectionAGrp/PersonNm19Paulette Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm20Lisa Wilson
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dental Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Physician
IRS990/Form990PartVIISectionAGrp/TitleTxt5Physician
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
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IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01447101

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