Metropolitan Development Council FY2022 filing

Tax-deductible

Tacoma, WA501(c)(3)Since 1964Community DevelopmentEIN 91-0780533Revenue $25.9M in FY2022

On file with the IRSmdc-tacoma.org945 Fawcett Ave, 98402-5605 · Tacoma, WATax-exempt since Jun 1965Publicly supported charity — 170(b)(1)(A)(vi)

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To promote self-sufficiency and remove individuals and families from poverty.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$1.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average deficit $290K a year · 1% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$19.4M
75% of total assets
Worth a look: liabilities are 75% of assets; over 65%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$25.9M
+8% vs prior year
Spent
$25.7M
To programs
92%
Net assets
$6.4M
By yearFY2020–FY2024
Revenue
$25.9M
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$21.8M
FY2021$24.1M
FY2022$25.9M
FY2023$23.0M
FY2024$22.3M
Expenses
$25.7M
FY2022▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$21.7M
FY2021$23.9M
FY2022$25.7M
FY2023$25.2M
FY2024$22.2M
Net assets
$6.4M
FY2022▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.3M
FY2021$6.5M
FY2022$6.4M
FY2023$4.3M
FY2024$4.4M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $23.6M Management & general 8% · $2.1M Fundraising 0% · $49K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
Medical Director
$187,000Pt VII · Sec A
Physician Assistant
$185,830Pt VII · Sec A
President and CEO
$162,348Pt VII · Sec A
Physician Assistant
$147,111Pt VII · Sec A
Quality Assurance Coordinator
$124,821Pt VII · Sec A
Licensed Practical Nurse
$117,329Pt VII · Sec A
Director of Care Managemen
$117,218Pt VII · Sec A
Registered Nurse
$107,946Pt VII · Sec A

Scott Schubert’s $197K as CEO is at the 32nd percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Pam Duncan———$197,568$148,092
Scott Schubert$196,824$103,069———
Terry Kinney$182,381$191,131$147,111$154,035$114,504
Aaron Edwards—$158,770$187,000$181,254$176,954
Alphonse Frantz——$185,830——
Marchell Spielmann————$175,840
Mieko Gray—$169,022$162,348$146,644—
Muzyka Natalya I————$160,840

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps people and families become self-sufficient and escape poverty.

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Provided by the organization

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3 programs · $23.6M · in their own filed words · FY2022
01

Housingmdc operates a continuum of affordable housing options for individualsand families who are coming out of homelessness or have lower incomes,many of whom experience disabilities. Apartments, duplexes, grouphomes and single family dwellings comprise the more than 340 units ofrental housing available from MDC, making it possible for…

$13.6Mprogram expense
02

Healthcaremedical MDC provides low-income adults and families experiencing homeless health care services. Services include psychiatric assessment and treatment, and substance abuse treatment.

$7.6Mprogram expense
03

Educationemployment and trainingmdc offers low-income youth and adults an opportunity to find jobs inthe community. Services include case-management, barrier reduction, job readiness training and job placement.

$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$20K
Grants paid · 5 grants · $36.6M · 2020–2024
Unitemized GrantFY2024$6,393,605
Unitemized GrantFY2023$8,851,550
Unitemized GrantFY2022$8,616,147
Unitemized GrantFY2021$6,914,341
Unitemized GrantFY2020$5,795,598

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$25.9M
Ln 12
Gifts and grantsLn 1h$15.8M
Fees for servicesLn 2g$8.9M
Other incomeLn 4–11$1.2M
Money outPt IX
$25.7M
Ln 25
Programscol B$23.6M
Managementcol C$2.1M
Fundraisingcol D$49K
Owns and owesPt X
$6.4M
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$25.7M
LiabilitiesLn 26$19.4M
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$15.8M
Government grantsLn 1e$15.7M
Fees for servicesLn 2g$8.9M
Investment incomeLn 3$5K
Other incomeLn 4–11$1.2M
Total revenueLn 12$25.9M
Assets in detailPt X, end of year
CashLn 1$2.9M
Cash and savings togetherLn 1–2$2.9M
Land, buildings, equipmentLn 10c$18.3M
Other assetsLn 15$357K
Total assetsLn 16$25.7M
LiabilitiesLn 26$19.4M
Net assetsLn 32$6.4M
OperationsPt I, VI
EmployeesI 5253
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$3.0M$2.9M
Land, buildings, equipmentLn 10c$15.3M$18.3M
Total assetsLn 16$25.4M$25.7M
LiabilitiesLn 26$18.9M$19.4M
Net assetsLn 32$6.5M$6.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8.6M$8.6M
Pay of current officers, directors and key staffLn 5$177K$177K
Other salaries and wagesLn 7$8.9M$7.8M$1.1M$6K
Pension plan contributionsLn 8$399K$330K$69K
Other employee benefitsLn 9$644K$562K$82K
Payroll taxesLn 10$1.1M$956K$100K$1K
Legal feesLn 11b$30K$19K$12K
Accounting feesLn 11c$82K$82K
Advertising and promotionLn 12$132K$104K$28K
Office expensesLn 13$806K$783K$23K$60
Information technologyLn 14$403K$335K$68K$59
OccupancyLn 16$2.9M$2.5M$314K$42K
TravelLn 17$304K$302K$1K
InterestLn 20$185K$169K$16K
Depreciation, depletion and amortizationLn 22$648K$648K
Other expenses (24a–d)Ln 24$433K$421K$11K$99
Total functional expensesLn 25$25.7M$23.6M$2.1M$49K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $22.3M$22.2M$95K$4.4M 990 PDF
FY2023 $23.0M$25.2M−$2.1M$4.3M 990 PDF
FY2022 Viewing $25.9M$25.7M$245K$6.4M 990 PDF
FY2021 $24.1M$23.9M$191K$6.5M 990 PDF
FY2020 $21.8M$21.7M$156K$6.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $25,927,939 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,718,273$15,763,569
I-9 Program service revenuePrior year $7,867,758$8,917,722
I-10 Investment incomePrior year $45,134$5,226
I-11 Other revenuePrior year $1,420,378$1,241,422
I-12 Total revenuePrior year $24,051,543$25,927,939
I-13 Grants and similar amounts paidPrior year $6,914,341$8,616,147
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,858,446$11,169,294
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,087,817$5,897,581
I-18 Total expensesPrior year $23,860,604$25,683,022
I-19 Revenue less expensesPrior year $190,939$244,917
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $25,927,939 across 7 lines filed
VIII-1e Government grants$15,696,566
VIII-1f All other contributions, gifts and grants$67,003
VIII-1h Total contributions, gifts and grants$15,763,569
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,917,722$8,917,722
VIII-3 Investment incomeExcluded from tax $5,226$5,226
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,241,422$1,241,422
VIII-12 Total revenueRelated to mission $10,159,144 · Unrelated business $0 · Excluded from tax $5,226$25,927,939
Part IX · Statement of functional expenses $25,683,022 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $8,616,147$8,616,147
IX-5 Pay of current officers, directors and key staffManagement $176,917$176,917
IX-7 Other salaries and wagesPrograms $7,810,059 · Management $1,076,110 · Fundraising $6,102$8,892,271
IX-8 Pension plan contributionsPrograms $329,816 · Management $68,940$398,756
IX-9 Other employee benefitsPrograms $561,781 · Management $82,432$644,213
IX-10 Payroll taxesPrograms $956,220 · Management $99,803 · Fundraising $1,114$1,057,137
IX-11b Legal feesPrograms $18,750 · Management $11,744$30,494
IX-11c Accounting feesManagement $81,695$81,695
IX-12 Advertising and promotionPrograms $103,663 · Management $28,143$131,806
IX-13 Office expensesPrograms $782,894 · Management $23,479 · Fundraising $60$806,433
IX-14 Information technologyPrograms $335,393 · Management $68,040 · Fundraising $59$403,492
IX-16 OccupancyPrograms $2,518,325 · Management $313,883 · Fundraising $42,029$2,874,237
IX-17 TravelPrograms $302,418 · Management $1,192$303,610
IX-20 InterestPrograms $168,943 · Management $15,823$184,766
IX-22 Depreciation, depletion and amortizationPrograms $648,495$648,495
IX-24 Other expenses (24a–d)Programs $421,012 · Management $11,442 · Fundraising $99$432,553
IX-25 Total functional expensesPrograms $23,573,916 · Management $2,059,643 · Fundraising $49,463$25,683,022
Part X · Balance sheet $25,744,389 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $3,009,533$2,883,747
X-3 Pledges and grants receivableStart of year $2,839,623$3,706,775
X-8 Inventories for sale or use$8,806
X-9 Prepaid expenses and deferred chargesStart of year $89,015$228,740
X-10c Land, buildings and equipment, netStart of year $15,346,709$18,310,444
X-14 Intangible assets$248,497
X-15 Other assetsStart of year $867$357,380
X-16 Total assetsStart of year $25,355,306$25,744,389
X-17 Accounts payable and accrued expensesStart of year $1,503,414$1,572,070
X-19 Deferred revenueStart of year $813,420$955,265
X-25 Other liabilitiesStart of year $2,137,543$299,614
X-26 Total liabilitiesStart of year $18,876,558$19,374,921
X-27 Net assets without donor restrictionsStart of year $6,478,748$6,369,468
X-32 Total net assets or fund balancesStart of year $6,478,748$6,369,468
X-33 Total liabilities and net assetsStart of year $25,355,306$25,744,389
Part XI · Reconciliation of net assets $6,369,468 net assets at year end
XI-1 Total revenue$25,927,939
XI-2 Total expenses$25,683,022
XI-3 Revenue less expenses$244,917
XI-4 Net assets at start of year$6,478,748
XI-9 Other changes in net assets−$354,197
XI-10 Net assets at end of year$6,369,468

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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