THE WALLACE MEDICAL CONCERN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE WALLACE MEDICAL CONCERN (EIN 93-0853709)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-16
IRS object ID: 202221369349312037
Schema version: 2020v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T15:57:19-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10700 NORTHUP WAY SUITE 200	AddressLine1Txt
City	BELLEVUE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	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 NO 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	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LISA	PersonFirstNm
Person Last	CLINE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KURT BENNION CPA	PreparerPersonNm
PTIN	P01469618	PTIN
Phone	4252506100	PhoneNum
Preparation	2022-05-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	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 NO 401	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97233	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$10,815,264	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	PROVIDE HEALTH SERVICES TO THOSE IN NEED IN THE PORTLAND AND GRESHAM METROPOLITAN AREA.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	96	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,899,925	PYContributionsGrantsAmt
CY Contributions Grants	$5,632,191	CYContributionsGrantsAmt
PY Program Service Revenue	$4,343,725	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,848,581	CYProgramServiceRevenueAmt
PY Investment Income	$11,892	PYInvestmentIncomeAmt
CY Investment Income	$4,542	CYInvestmentIncomeAmt
PY Other Revenue	$183,446	PYOtherRevenueAmt
CY Other Revenue	$328,585	CYOtherRevenueAmt
PY Total Revenue	$7,438,988	PYTotalRevenueAmt
CY Total Revenue	$10,813,899	CYTotalRevenueAmt
PY Grants And Similar Paid	$59,622	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$41,673	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,102,613	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,353,047	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$13,271	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$9,007	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$184,508	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,176,559	PYOtherExpensesAmt
CY Other Expenses	$2,981,639	CYOtherExpensesAmt
PY Total Expenses	$7,352,065	PYTotalExpensesAmt
CY Total Expenses	$8,385,366	CYTotalExpensesAmt
PY Revenues Less Expenses	$86,923	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,428,533	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,100,357	TotalAssetsBOYAmt
Total Assets EOY	$7,288,322	TotalAssetsEOYAmt
Total Liabilities BOY	$1,174,874	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,934,306	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,925,483	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,354,016	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE WALLACE MEDICAL CONCERN ("WMC") PROVIDES AN OPEN DOOR TO EXCEP- TIONAL HEALTH SERVICES THAT SUPPORT INDIVIDUALS AND THEIR FAMILIES IN HEALTHY LIVING. WMC SERVES INDIVIDUALS AND FAMILIES WHO FACE BARRIERS TO CARE THROUGHOUT THE PORTLAND AND GRESHAM METROPOLITAN AREA.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,188,600	ExpenseAmt
Grant	$41,673	GrantAmt
Revenue	$4,848,581	RevenueAmt
Desc	THE WALLACE MEDICAL CONCERN (WALLACE) PROVIDES AN OPEN DOOR TO EXCEPTIONAL HEALTH SERVICES AND CONNECTIONS THAT SUPPORT INDIVIDUALS AND THEIR FAMILIES IN HEALTHY LIVING. WALLACE HAS A 38-YEAR RECORD OF PROVIDING MEDICAL SERVICES AND HAS DISTINGUISHED ITSELF AS A PATIENT-CENTERED, INNOVATIVE HEALTH CARE ORGANIZATION. WALLACE BECAME A FEDERALLY QUALIFIED HEALTH CENTER IN JUNE OF 2012, ALLOWING FOR EXPANDED SERVICES AND IMPLEMENTATION OF PRIMARY CARE THAT OFFERS A COMPREHENSIVE MEDICAL HOME AND CONTINUITY OF CARE FOR PATIENTS AND THEIR FAMILIES. WE OFFER INTEGRATED MEDICAL, DENTAL, AND BEHAVIORAL/ MENTAL HEALTH SERVICES. MEDICAL SERVICES INCLUDE PEDIATRIC CARE, WOMEN'S HEALTH, AND CHRONIC DISEASE MANAGEMENT. OUR CARE TEAMS ADDRESS SOCIAL DETERMINANTS OF HEALTH SUCH AS FOOD SECURITY AND HOUSING. WALLACE'S INCREASING CAPACITY TO PROVIDE HIGH-QUALITY HEALTH SERVICES IS DUE TO ITS SUCCESS IN ATTRACTING SKILLS AND COMMITTED MEDICAL PROFESSIONALS, ITS INNOVATIVE PARTNERSHIPS, AND ITS MULTI-CULTURAL, MULTI-LINGUAL STAFF.	Desc
Total Program Service Expenses	$6,188,600	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	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	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	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	96	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
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	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	Yes (1)	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	0	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMY BRISSON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6515384869	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18633 SE STARK STREET NO 401	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97233	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STUART CURRIE MD
CMO	40.00	Yes (X)	$299,968	$0	$21,619
KYLE GEELAN DMD
DENTAL DIRECTOR	40.00		$170,751	$0	$20,305	Yes (X)
LISA CLINE
CEO	40.00	Yes (X)	$167,040	$0	$14,174
BRITTA MARTINEZ
DENTIST	40.00		$150,131	$0	$7,953		Yes (X)
APRIL URQUIDEZ PSYCHIATRIC
MENTAL HEALTH NURSE PRACTITIONER	40.00		$149,647	$0	$7,953		Yes (X)
LORI-ANN LIMA
FAMILY NURSE PRACTITIONER	40.00		$131,704	$0	$8,605		Yes (X)
BETHANY STAIRS
ASSISTANT MEDICAL DIRECTOR	40.00		$124,750	$0	$12,755		Yes (X)
CARRIE HARRIS
CFO (THROUGH NOVEMBER 2020)	40.00	Yes (X)	$126,538	$0	$7,385
MARY CAITLYN WELLS
FAMILY NURSE PRACTITIONER	40.00		$124,337	$0	$13,308		Yes (X)
LYNN KETCH
PRESIDENT	1.00	Yes (X)	$0	$0	$0			Yes (X)
EDITH ARRIAGA-FLORES
VICE PRESIDENT	1.00	Yes (X)	$0	$0	$0			Yes (X)
JOHN ENGLE DDS
SECRETARY	1.00	Yes (X)	$0	$0	$0			Yes (X)
ANDREW BROWN
TREASURER	1.00	Yes (X)	$0	$0	$0			Yes (X)
EMMANUEL BARRERA
DIRECTOR	1.00		$0	$0	$0			Yes (X)
VANESSA CHAMBERS
DIRECTOR	1.00		$0	$0	$0			Yes (X)
RHONDA COMBS
DIRECTOR	1.00		$0	$0	$0			Yes (X)
BARBARA HILTS
DIRECTOR	1.00		$0	$0	$0			Yes (X)
THERESA MASSONG
DIRECTOR	1.00		$0	$0	$0			Yes (X)
MOLLY ROBERTS
DIRECTOR	1.00		$0	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,444,866	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$114,057	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	12	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
OCHIN
1881 SW NAITO PARKWAY	PORTLAND	OR	97201	IT SERVICES	$233,008
LIFEWORKS NW
14600 NW CORNELL ROAD	PORTLAND	OR	97229	MENTAL HEALTH SERVICES	$199,462
FLUENT DESIGN
4075 N WILLIAMS SUITE 210	PORTLAND	OR	97227	CONSTRUCTION/DESIGN	$165,890

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$5,313,261	GovernmentGrantsAmt
All Other Contributions	$318,930	AllOtherContributionsAmt
Total Contributions	$5,632,191	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT BILLING	621110	$4,310,012	$4,310,012
CCO INCENTIVE	621110	$538,569	$538,569

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,848,581	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,799	TotalRevenueColumnAmt
Exclusion	$5,799	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$6,801	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	$6,801	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,801	TotalRevenueColumnAmt
Exclusion	$6,801	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$108	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$1,365	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$108	SecuritiesAmt
Other	-$1,365	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,257	TotalRevenueColumnAmt
Exclusion	-$1,257	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
OTHER INCOME	900099	$270,784	$270,784
MEANINGFUL USE REVENUE	900099	$51,000	$51,000

Field	Value	IRS element (for citing)
Other Revenue Total	$321,784	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,813,899	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,848,581	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$333,127	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$41,673	TotalAmt
Program Services	$41,673	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$807,173	TotalAmt
Program Services	$173,826	ProgramServicesAmt
Management And General	$633,347	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,752,128	TotalAmt
Program Services	$3,134,652	ProgramServicesAmt
Management And General	$486,240	ManagementAndGeneralAmt
Fundraising	$131,236	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$104,667	TotalAmt
Program Services	$99,046	ProgramServicesAmt
Management And General	$435	ManagementAndGeneralAmt
Fundraising	$5,186	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$370,986	TotalAmt
Program Services	$317,657	ProgramServicesAmt
Management And General	$38,258	ManagementAndGeneralAmt
Fundraising	$15,071	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$318,093	TotalAmt
Program Services	$238,529	ProgramServicesAmt
Management And General	$70,241	ManagementAndGeneralAmt
Fundraising	$9,323	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,363	TotalAmt
Management And General	$11,363	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,325	TotalAmt
Management And General	$33,325	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$9,007	TotalAmt
Fundraising	$9,007	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$855,972	TotalAmt
Program Services	$535,768	ProgramServicesAmt
Management And General	$315,023	ManagementAndGeneralAmt
Fundraising	$5,181	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$12,584	TotalAmt
Program Services	$6,280	ProgramServicesAmt
Management And General	$6,304	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$211,543	TotalAmt
Program Services	$168,484	ProgramServicesAmt
Management And General	$43,059	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$514,668	TotalAmt
Program Services	$306,269	ProgramServicesAmt
Management And General	$208,399	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$370	TotalAmt
Program Services	$176	ProgramServicesAmt
Management And General	$194	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$78,165	TotalAmt
Program Services	$38,483	ProgramServicesAmt
Management And General	$39,682	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$176,058	TotalAmt
Program Services	$132,327	ProgramServicesAmt
Management And General	$43,274	ManagementAndGeneralAmt
Fundraising	$457	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$44,715	TotalAmt
Program Services	$30,503	ProgramServicesAmt
Management And General	$13,141	ManagementAndGeneralAmt
Fundraising	$1,071	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
CLINICAL SUPPLIES	$504,729	$504,689	$40
BAD DEBT EXPENSE	$267,888	$267,888
OTHER EXPENSES	$161,066	$108,861	$7,936	$44,269
SMALL EQUIPMENT	$109,193	$83,489		$25,704

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,385,366	TotalAmt
Program Services	$6,188,600	ProgramServicesAmt
Management And General	$2,012,258	ManagementAndGeneralAmt
Fundraising	$184,508	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,481,451	BOYAmt
EOY	$718,830	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,570,547	BOYAmt
EOY	$1,871,624	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$103,424	BOYAmt
EOY	$1,326,431	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$319,820	BOYAmt
EOY	$428,033	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$76,228	BOYAmt
EOY	$183,706	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,589,996	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$830,298	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$548,887	BOYAmt
EOY	$2,759,698	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,100,357	BOYAmt
EOY	$7,288,322	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$249,818	BOYAmt
EOY	$177,507	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$925,056	BOYAmt
EOY	$493,194	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,263,605	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,174,874	BOYAmt
EOY	$1,934,306	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	$2,653,895	BOYAmt
EOY	$4,915,173	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$271,588	BOYAmt
EOY	$438,843	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,925,483	BOYAmt
EOY	$5,354,016	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,100,357	BOYAmt
EOY	$7,288,322	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,428,533	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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	$2,755,689	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,931,945	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,669,341	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,899,925	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,632,191	CurrentTaxYearAmt
Total	$16,889,091	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,755,689	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,931,945	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,669,341	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,899,925	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,632,191	CurrentTaxYearAmt
Total	$16,889,091	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$16,889,091	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,476	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$605	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,536	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,861	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,600	CurrentTaxYearAmt
Total	$33,078	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$125,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$222,778	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$121,759	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$183,446	CurrentTaxYearMinus1YearAmt
Current Tax Year	$321,782	CurrentTaxYearAmt
Total	$974,813	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$17,896,982	TotalSupportAmt
Gross Receipts Rltd Activities	$20,103,199	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94370	PublicSupportCY170Pct
Public Support PY170	0.94740	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME MEANINGFUL USE INSURANCE REIMBURSEMENTS	ExplanationTxt

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	$2,772,070	OtherCostOrOtherBasisAmt
Depreciation	$347,263	DepreciationAmt
Book Value	$2,424,807	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$817,926	OtherCostOrOtherBasisAmt
Depreciation	$483,035	DepreciationAmt
Book Value	$334,891	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,759,698	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,479,388	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$10,479,388	RevenueSubtotalAmt
Other Revenues Not Included	$334,511	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$334,511	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,813,899	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,385,366	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$8,385,366	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$8,385,366	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

WMC IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND COMPARABLE STATE LAW. IN ADDITION, WMC HAS BEEN RECOGNIZED AS A PUBLIC CHARITY UNDER SECTIONS 170(B)(1)(A)(VI) AND 509(A)(1) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS SHOWN IN THE FINANCIAL STATEMENTS. MANAGEMENT EVALUATED WMC'S TAX POSITIONS AND CONCLUDED THAT WMC HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

CONTRIBUTIONS WITH DONOR RESTRICTIONS 334,511.

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
PATIENT NON-MEDICAL FINANCIAL ASSISTANCE	294	$14,520
PATIENT HOUSING ASSISTANCE	17	$27,153

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 A 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 FUNDS 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 (5 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	$280,782	$0	$18,803	$0	$383	$0	$0	$0	$21,619	$0	$321,587	$0	$0	$0
KYLE GEELAN DMD
DENTAL DIRECTOR	$164,926	$0	$5,452	$0	$373	$0	$0	$0	$20,305	$0	$191,056	$0	$0	$0
LISA CLINE
CEO	$161,598	$0	$5,052	$0	$390	$0	$0	$0	$14,174	$0	$181,214	$0	$0	$0
BRITTA MARTINEZ
DENTIST	$142,287	$0	$7,436	$0	$408	$0	$0	$0	$7,953	$0	$158,084	$0	$0	$0
APRIL URQUIDEZ PSYCHIATRIC
MENTAL HEALTH NURSE PRACTITIONER	$141,816	$0	$7,411	$0	$420	$0	$0	$0	$7,953	$0	$157,600	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THE ORGANIZATION OPENED A SECOND LOCATION FOR DENTAL SERVICES IN APRIL 2021.
FORM 990, PART VI, SECTION A, LINE 1	THE OFFICERS OF THE BOARD OF DIRECTORS AND ONE ADDITIONAL DIRECTOR SERVE AS THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE CEO SITS ON THE EXECUTIVE COMMITTEE AS AN ADVISOR, BUT DOES NOT HAVE A VOTE. THE EXECUTIVE COMMITTEE HAS ALL OF THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS WHEN ACTING IN A REASONABLE MANNER DURING AN EMERGENCY AS DELEGATED BY THE BOARD, IF IT IS IMPRACTICAL TO CONVENE A MEETING OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE. A COPY OF THE FORM 990 WAS 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, THE 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. THE SALARY OF THE CHIEF FINANCIAL OFFICER IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER AFTER A REVIEW OF THE NON-PROFIT AND HEALTH CENTER SALARY SURVEY FOR THE REGION. THE 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 IX, LINE 11G	OTHER SERVICES: PROGRAM SERVICE EXPENSES 535,768. MANAGEMENT AND GENERAL EXPENSES 315,023. FUNDRAISING EXPENSES 5,181. TOTAL EXPENSES 855,972.