Civic Intelligence

Walter E Macpherson Society

990 • Fiscal year 2019 • EIN 95-3086070

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

11175 Campus StLoma Linda, CA 92354

(909) 558-8633

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

364%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$660,310

Up $83,793 (+15%) from 2018

Net Assets

Up

$660,310

Up $83,793 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$166,469

Up $130,564 (+364%) from 2018

Expenses

Up

$82,676

Up $7,305 (+9.7%) from 2018

Net Income

Up

$83,793

Up $123,259 (+312%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $609,644Liabilities 2012: $0Net Assets 2012: $609,6442012Assets 2013: $623,551Liabilities 2013: $0Net Assets 2013: $623,5512013Assets 2014: $624,832Liabilities 2014: $0Net Assets 2014: $624,8322014Assets 2015: $728,648Liabilities 2015: $0Net Assets 2015: $728,6482015Assets 2016: $658,702Liabilities 2016: $0Net Assets 2016: $658,7022016Assets 2017: $615,983Liabilities 2017: $0Net Assets 2017: $615,9832017Assets 2018: $576,517Liabilities 2018: $0Net Assets 2018: $576,5172018Assets 2019: $660,310Liabilities 2019: $0Net Assets 2019: $660,3102019Assets 2020: $807,298Liabilities 2020: $0Net Assets 2020: $807,2982020Assets 2021: $867,337Liabilities 2021: $0Net Assets 2021: $867,3372021Assets 2022: $386,951Net Assets 2022: $386,9512022Assets 2023: $342,042Net Assets 2023: $342,0422023Assets 2024: $329,486Net Assets 2024: $329,4862024Assets 2025: $367,367Net Assets 2025: $367,3672025

Highlighted filing

2019

Assets$660,310
Liabilities$0
Net Assets$660,310

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $102,166Expenses 2012: $121,938Net Income 2012: -$19,7722012Expenses 2013: $78,9122013Revenue 2014: $94,726Expenses 2014: $93,445Net Income 2014: $1,2812014Revenue 2015: $188,214Expenses 2015: $84,398Net Income 2015: $103,8162015Revenue 2016: $59,721Expenses 2016: $129,667Net Income 2016: -$69,9462016Revenue 2017: $63,927Expenses 2017: $106,646Net Income 2017: -$42,7192017Revenue 2018: $35,905Expenses 2018: $75,371Net Income 2018: -$39,4662018Revenue 2019: $166,469Expenses 2019: $82,676Net Income 2019: $83,7932019Revenue 2020: $155,236Expenses 2020: $8,248Net Income 2020: $146,9882020Revenue 2021: $75,412Expenses 2021: $15,373Net Income 2021: $60,0392021Revenue 2022: $51,233Expenses 2022: $531,619Net Income 2022: -$480,3862022Revenue 2023: $31,052Expenses 2023: $75,961Net Income 2023: -$44,9092023Revenue 2024: $16,855Expenses 2024: $29,411Net Income 2024: -$12,5562024Revenue 2025: $43,858Expenses 2025: $5,977Net Income 2025: $37,8812025

Highlighted filing

2019

Revenue$166,469
Expenses$82,676
Net Income$83,793
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$166,469
Mission and Program Overview

Mission

Promoting excellence in medical education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$349,144$421,030▲ $71,886
Investments in Publicly Traded Securities$227,373$239,280▲ $11,907
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$576,517$660,310▲ $83,793
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$576,517$660,310▲ $83,793
Total Net Assets Fund Balance$576,517$660,310▲ $83,793
Total Liabilities and Net Assets / Fund Balance$576,517$660,310▲ $83,793
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kimberly Payne PhdPast President
Duane Baldwin MdPresident
Tamara Shankel MDEx-Officio Memb
Tamara Thomas MDEx-Officio Memb
Henry Lamberton PsyDInvitee
Donna Goff MDMember at Large
Jeremy Deisch MDMember at Large
Nathan Wall PhD MBA MSMember at Large
Nephtali Gomez MDMember at Large
Shino Magaki MDMember at Large
Kerby Oberg MD PhDsec/treas
Katherine ConcepcionStudent Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$140,001
Program Service Revenue
$0
Investment Income
$26,468
Other Revenue
$0
All Other Contributions
$29,445
Change in Net Assets
$83,793
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$6,250$1,163-$7,413
Other Expenses$3,416$2,732-$2,732
Fees for Services Accounting-$950-$950
Office Expenses-$256-$256
Total Functional Expenses$77,575$5,101$0$82,676
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Conflict-of-interest policy
No
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Walter E Macpherson Society
EIN
95-3086070
Address
11175 CAMPUS ST, LOMA LINDA, CA 92354

Signing Officer

Name
Paul Herrmann Md Phd
Title
President
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
13
Independent Board Members
0
Employees
0

Preparer

Firm
E Eugene Platt & Assoc Cpas
Address
222 E OLIVE AVE STE 4, REDLANDS, CA 92373-5268
Preparer
E Eugene Platt CPA
Phone
9093071753
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.67$3.67$0.44$0.06$0.38
2024Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.17$0.29$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.42$3.42$0.31$0.76$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.87$3.87$0.51$5.32$4.80
2021Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.75$0.15$0.60
2020Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.55$0.08$1.47
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.66$0.83$0.84
2018Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$0.36$0.75$0.39
2017Summary only. Only limited summary data is available for this year.$6.16$0.00$6.16$0.64$1.07$0.43
2016Summary only. Only limited summary data is available for this year.$6.59$0.00$6.59$0.60$1.30$0.70
2015Summary only. Only limited summary data is available for this year.$7.29$0.00$7.29$1.88$0.84$1.04
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.95$0.93$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.00$6.24$0.79
2012Summary only. Only limited summary data is available for this year.$6.10$0.00$6.10$1.02$1.22$0.20