THE WALLACE MEDICAL CONCERN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WALLACE MEDICAL CONCERN (EIN 93-0853709)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-01
- IRS object ID
- 202501219349303500
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T18:42:36-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CENTERPOINTE DRIVE SUITE 300 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970358663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930853709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALLACE MEDICAL CONCERN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 5034891760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18633 SE STARK STREET 401 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CLINE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5034891760 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A PERRIER | PreparerPersonNm |
| PTIN | P01321794 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA CLINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18633 SE STARK STREET 401 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,884,980 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MYWALLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,089,290 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,268,801 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,300,224 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,929,542 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,914 | PYInvestmentIncomeAmt |
| CY Investment Income | $190,716 | CYInvestmentIncomeAmt |
| PY Other Revenue | $306,325 | PYOtherRevenueAmt |
| CY Other Revenue | $495,921 | CYOtherRevenueAmt |
| PY Total Revenue | $12,717,753 | PYTotalRevenueAmt |
| CY Total Revenue | $13,884,980 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,558 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,092 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,276,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,546,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $360,600 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,901,771 | PYOtherExpensesAmt |
| CY Other Expenses | $4,255,258 | CYOtherExpensesAmt |
| PY Total Expenses | $11,217,400 | PYTotalExpensesAmt |
| CY Total Expenses | $12,852,825 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,500,353 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,032,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,433,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,336,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,759,977 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,594,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,673,267 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,742,381 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. WALLACE SERVES INDIVIDUALS AND FAMILIES WHO FACE BARRIERS TO CARE THROUGHOUT THE EAST MULTNOMAH COUNTY IN THE PORTLAND METROPOLITAN AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,243,861 | ExpenseAmt |
| Grant | $51,092 | GrantAmt |
| Revenue | $10,425,463 | RevenueAmt |
| Desc | THE WALLACE MEDICAL CONCERN (WALLACE) IS A NON-PROFIT COMMUNITY HEALTH CENTER SERVING INDIVIDUALS AND FAMILIES THROUGHOUT EAST MULTNOMAH COUNTY IN THE PORTLAND METROPOLITAN AREA. WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. WALLACE HAS PROVIDED HEALTH SERVICES FOR OVER 40 YEARS AND BECAME A FEDERALLY QUALIFIED HEALTH CENTER IN 2012. WE ARE RECOGNIZED BY THE STATE OF OREGON AS A TIER 5 PATIENT-CENTERED PRIMARY CARE HOME (THE HIGHEST LEVEL). WE PARTNER FULLY WITH OUR PATIENTS TO IMPROVE THEIR WELL-BEING. OUR WHOLE PERSON APPROACH UNITES MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES WITH A FOCUS ON ADDRESSING SOCIAL AND ECONOMIC CIRCUMSTANCES THAT IMPACT HEALTH. | Desc |
| Total Program Service Expenses | $9,243,861 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 112 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CLINE | PersonNm |
| Phone | 5034891760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18633 SE STARK STREET SUITE 401 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97233 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LYNN KETCH | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDITH ARRIAGA-FLORES | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ENGLE | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAKE OHMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EMANUEL BARRERA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MITCHELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE HOLMES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY ROBERTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERICE ROTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART CURRIE MD | |||||||
| CMO | 40.00 | Yes (X) | $328,563 | $0 | $32,150 | ||
| LISA CLINE | |||||||
| CEO | 40.00 | Yes (X) | $207,576 | $0 | $20,541 | ||
| WILLIAM MITBERG | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $116,519 | $0 | $19,846 | ||
| BRITTA MARTINEZ | |||||||
| DENTAL DIRECTOR | 40.00 | $174,543 | $0 | $11,038 | Yes (X) | ||
| BETHANY STAIRS | |||||||
| MEDICAL DIRECTOR | 40.00 | $147,733 | $0 | $17,118 | Yes (X) | ||
| KATHY TRINH | |||||||
| DENTIST | 40.00 | $155,602 | $0 | $12,897 | Yes (X) | ||
| MIKHAIL BONDAREW | |||||||
| STAFF DENTIST & PROVIDER BUILDER | 40.00 | $145,747 | $0 | $11,728 | Yes (X) | ||
| KYLE GEELAN | |||||||
| LEAD DENTIST & HEAD OF DENTAL INNOVATIONS | 40.00 | $191,821 | $0 | $27,418 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,468,104 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,736 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTRAL BETHANY DEVELOPMENT CO LP | |||||
| 15160 NW LAIDLAW RD SUITE 103 | PORTLAND | OR | 97229 | RENT FOR ROCKWOOD RISING AND CONSTRUCTIO | $756,977 |
| OCHIN | |||||
| PO BOX 5426 | PORTLAND | OR | 97228 | IT AND PATIENT BILLING SERVICES | $400,104 |
| CONVERGENCE NW LLC | |||||
| 4252 SE INTERNATIONAL WAY SUITE A | PORTLAND | OR | 97222 | IT SERVICES | $390,948 |
| ROSEWOOD PLAZA COMMERCIAL CONDO | |||||
| 18173 NE COUCH ST | PORTLAND | OR | 97230 | RENT FOR ROSEWOOD | $149,120 |
| HR ANNIE CONSULTING | |||||
| PO BOX 987 | CLACKAMAS | OR | 97015 | HR SERVICES | $143,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,774,591 | GovernmentGrantsAmt |
| All Other Contributions | $494,210 | AllOtherContributionsAmt |
| Total Contributions | $3,268,801 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WRAP AROUND AND PREMIUM INCOME | 621110 | $4,728,487 | $4,728,487 |
| CCO INCENTIVE | 621110 | $2,625,873 | $2,625,873 |
| PATIENT SERVICE FEES | 621110 | $2,467,361 | $2,467,361 |
| PHARMACY REVENUE | 621110 | $107,821 | $107,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,929,542 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,925 | TotalRevenueColumnAmt |
| Exclusion | $94,925 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,414 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,414 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,414 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,414 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $95,791 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $95,791 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,791 | TotalRevenueColumnAmt |
| Exclusion | $95,791 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OSOW ENROLLMENT REIMBURSEMENT | 900099 | $387,770 | $387,770 |
| OTHER REVENUE | 900099 | $75,737 | $75,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $463,507 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,884,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,425,463 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $190,716 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,092 | TotalAmt |
| Program Services | $51,092 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,101 | TotalAmt |
| Program Services | $19,544 | ProgramServicesAmt |
| Management And General | $757,557 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,490,272 | TotalAmt |
| Program Services | $5,458,871 | ProgramServicesAmt |
| Management And General | $815,211 | ManagementAndGeneralAmt |
| Fundraising | $216,190 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,847 | TotalAmt |
| Program Services | $151,966 | ProgramServicesAmt |
| Management And General | $18,856 | ManagementAndGeneralAmt |
| Fundraising | $6,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,485 | TotalAmt |
| Program Services | $480,229 | ProgramServicesAmt |
| Management And General | $55,645 | ManagementAndGeneralAmt |
| Fundraising | $29,611 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,770 | TotalAmt |
| Program Services | $407,945 | ProgramServicesAmt |
| Management And General | $112,722 | ManagementAndGeneralAmt |
| Fundraising | $16,103 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,447 | TotalAmt |
| Management And General | $16,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,022 | TotalAmt |
| Management And General | $144,022 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,813 | TotalAmt |
| Program Services | $496,228 | ProgramServicesAmt |
| Management And General | $495,940 | ManagementAndGeneralAmt |
| Fundraising | $11,645 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,174 | TotalAmt |
| Program Services | $51,231 | ProgramServicesAmt |
| Management And General | $114,174 | ManagementAndGeneralAmt |
| Fundraising | $24,769 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,334 | TotalAmt |
| Program Services | $959,566 | ProgramServicesAmt |
| Management And General | $439,429 | ManagementAndGeneralAmt |
| Fundraising | $339 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,097 | TotalAmt |
| Program Services | $379 | ProgramServicesAmt |
| Management And General | $23,718 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,645 | TotalAmt |
| Program Services | $220,167 | ProgramServicesAmt |
| Management And General | $166,478 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,191 | TotalAmt |
| Program Services | $55,176 | ProgramServicesAmt |
| Management And General | $17,064 | ManagementAndGeneralAmt |
| Fundraising | $1,951 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLINICAL AND PHARMACEUT | $790,108 | $785,409 | $4,631 | $68 |
| OTHER | $124,848 | $24,902 | $46,398 | $53,548 |
| RECRUITING, EDUCATIONAL | $63,564 | $43,141 | $20,072 | $351 |
| MOBILE UNIT EXPENSES | $38,015 | $38,015 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,852,825 | TotalAmt |
| Program Services | $9,243,861 | ProgramServicesAmt |
| Management And General | $3,248,364 | ManagementAndGeneralAmt |
| Fundraising | $360,600 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927,985 | BOYAmt |
| EOY | $2,671 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,881,368 | BOYAmt |
| EOY | $4,373,817 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,937 | BOYAmt |
| EOY | $328,669 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,766 | BOYAmt |
| EOY | $2,100,927 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,665 | BOYAmt |
| EOY | $321,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,896,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,880,488 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,209,109 | BOYAmt |
| EOY | $2,016,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,960,414 | BOYAmt |
| EOY | $4,192,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,433,244 | BOYAmt |
| EOY | $13,336,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,018 | BOYAmt |
| EOY | $462,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,658 | BOYAmt |
| EOY | $11,308 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,987 | BOYAmt |
| EOY | $738,097 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,195,314 | BOYAmt |
| EOY | $4,382,807 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,759,977 | BOYAmt |
| EOY | $5,594,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,673,267 | BOYAmt |
| EOY | $7,468,141 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $274,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,673,267 | BOYAmt |
| EOY | $7,742,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,433,244 | BOYAmt |
| EOY | $13,336,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,032,155 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $36,959 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,899,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,632,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,078,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,089,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,268,801 | CurrentTaxYearAmt |
| Total | $19,968,234 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,899,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,632,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,078,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,089,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,268,801 | CurrentTaxYearAmt |
| Total | $19,968,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,968,234 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,339 | CurrentTaxYearAmt |
| Total | $253,982 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $183,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $463,507 | CurrentTaxYearAmt |
| Total | $1,384,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,606,364 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,040,703 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,746,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,115,726 | DepreciationAmt |
| Book Value | $1,630,479 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,108,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $764,762 | DepreciationAmt |
| Book Value | $344,064 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,868 | OtherCostOrOtherBasisAmt |
| Book Value | $41,868 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,016,411 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| Book Value | $4,192,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,192,401 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $4,382,807 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,382,807 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| PATIENT AND NON-MEDICAL FINANCIAL ASSISTANCE | 743 | $20,183 | $22,243 | MARKET VALUE | MEALS, TRANSPORTAION, AND OTHER LIVING NECESSITIES |
| PATIENT HOUSING ASSISTANCE | 5 | $8,666 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ASSISTANCE IS RECOMMENDED AND REQUESTED BY THE WALLACE MEDICAL CONCERN EMPLOYEE ON BEHALF OF A PATIENT WHEN THE EMPLOYEE SEES A NEED. PAYMENTS ARE MADE DIRECTLY TO THIRD PARTIES TO ASSIST PATIENTS, ENSURING THAT ALL FUND ARE USED FOR THE INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STUART CURRIE MD | ||||||||||||||
| CMO | $328,563 | $0 | $0 | $0 | $0 | $0 | $13,092 | $0 | $19,058 | $0 | $360,713 | $0 | $0 | $0 |
| LISA CLINE | ||||||||||||||
| CEO | $207,576 | $0 | $0 | $0 | $0 | $0 | $6,394 | $0 | $14,147 | $0 | $228,117 | $0 | $0 | $0 |
| KYLE GEELAN | ||||||||||||||
| LEAD DENTIST & HEAD OF DENTAL INNOVA | $191,821 | $0 | $0 | $0 | $0 | $0 | $8,360 | $0 | $19,058 | $0 | $219,239 | $0 | $0 | $0 |
| BRITTA MARTINEZ | ||||||||||||||
| DENTAL DIRECTOR | $174,543 | $0 | $0 | $0 | $0 | $0 | $5,063 | $0 | $5,975 | $0 | $185,581 | $0 | $0 | $0 |
| KATHY TRINH | ||||||||||||||
| DENTIST | $155,602 | $0 | $0 | $0 | $0 | $0 | $6,575 | $0 | $6,322 | $0 | $168,499 | $0 | $0 | $0 |
| BETHANY STAIRS | ||||||||||||||
| MEDICAL DIRECTOR | $147,733 | $0 | $0 | $0 | $0 | $0 | $6,064 | $0 | $11,054 | $0 | $164,851 | $0 | $0 | $0 |
| MIKHAIL BONDAREW | ||||||||||||||
| STAFF DENTIST & PROVIDER BUILDER | $145,747 | $0 | $0 | $0 | $0 | $0 | $5,753 | $0 | $5,975 | $0 | $157,475 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS IS REQUIRED TO SIGN AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR CONSIDERATION BY THE BOARD OF DIRECTORS OR COMMITTEE WITH BOARD-DELEGATED POWERS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THIS INTERESTED PERSON IS REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POTENTIAL CONFLICT. IN ADDITION, A PERIODIC REVIEW IS PERFORMED BY THE GOVERNING BOARD AND, AT A MINIMUM, INCLUDES WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SALARY OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF THE NON-PROFIT AND HEALTH CENTER SALARY SURVEY FOR THE REGION. THIS PROCESS WAS LAST COMPLETED IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |