Metropolitan Development Council FY2023 filing

Tax-deductible

Tacoma, WA501(c)(3)Since 1964Community DevelopmentEIN 91-0780533Revenue $23.0M in FY2023

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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FY2023 · 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
Worth a look: 0.9 months of spending in cash; under 1.
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
$19.1M
82% of total assets
Concern: liabilities are 82% of assets; over 80%.
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
$23.0M
-11% vs prior year
Spent
$25.2M
To programs
92%
Net assets
$4.3M
By yearFY2020–FY2024
Revenue
$23.0M
FY2023▼ -11%
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
$25.2M
FY2023▼ -2%
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
$4.3M
FY2023▼ -33%
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 FY2023 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% · $23.1M Management & general 8% · $2.0M Fundraising 0% · $81K

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
Physician Assistant
$191,131Pt VII · Sec A
Former President and CEO
$169,022Pt VII · Sec A
Medical Director
$158,770Pt VII · Sec A
Licensed Practical Nurse
$126,218Pt VII · Sec A
Director of Care Managemen
$118,351Pt VII · Sec A
Licensed Practical Nurse
$110,505Pt VII · Sec A
$103,069Pt VII · Sec A
Director of IT
$100,037Pt 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 · $23.1M · in their own filed words · FY2023
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…

$15.4Mprogram 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.ACUTE medical detoxmdc provides inpatient acute medical detoxification (withdrawal management) to youth and adults experiencing physical withdrawal…

$5.0Mprogram 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.

$2.7Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$23.0M
Ln 12
Gifts and grantsLn 1h$17.4M
Fees for servicesLn 2g$5.5M
Other incomeLn 4–11$156K
Money outPt IX
$25.2M
Ln 25
Programscol B$23.1M
Managementcol C$2.0M
Fundraisingcol D$81K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$23.4M
LiabilitiesLn 26$19.1M
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$17.4M
Government grantsLn 1e$17.2M
Fees for servicesLn 2g$5.5M
Investment incomeLn 3$17K
Other incomeLn 4–11$156K
Total revenueLn 12$23.0M
Assets in detailPt X, end of year
CashLn 1$1.8M
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$18.1M
Other assetsLn 15$335K
Total assetsLn 16$23.4M
LiabilitiesLn 26$19.1M
Net assetsLn 32$4.3M
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 FY23End FY23
Cash and savingsLn 1–2$2.9M$1.8M
Land, buildings, equipmentLn 10c$18.3M$18.1M
Total assetsLn 16$25.7M$23.4M
LiabilitiesLn 26$19.4M$19.1M
Net assetsLn 32$6.4M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8.9M$8.9M
Pay of current officers, directors and key staffLn 5$285K$285K
Other salaries and wagesLn 7$7.6M$6.6M$1.0M$29K
Pension plan contributionsLn 8$387K$312K$75K$12
Other employee benefitsLn 9$573K$417K$156K
Payroll taxesLn 10$1.0M$904K$120K$3K
Legal feesLn 11b$24K$11K$12K
Accounting feesLn 11c$86K$86K
Advertising and promotionLn 12$182K$168K$13K
Office expensesLn 13$878K$789K$89K$222
Information technologyLn 14$375K$307K$67K$1K
OccupancyLn 16$3.2M$3.2M$47K
TravelLn 17$226K$226K$403
InterestLn 20$168K$149K$19K
Depreciation, depletion and amortizationLn 22$653K$652K$763
Other expenses (24a–d)Ln 24$625K$617K$8K
Total functional expensesLn 25$25.2M$23.1M$2.0M$81K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $22.3M$22.2M$95K$4.4M 990 PDF
FY2023 Viewing $23.0M$25.2M−$2.1M$4.3M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $23,027,835 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,763,569$17,367,639
I-9 Program service revenuePrior year $8,917,722$5,487,851
I-10 Investment incomePrior year $5,226$16,588
I-11 Other revenuePrior year $1,241,422$155,757
I-12 Total revenuePrior year $25,927,939$23,027,835
I-13 Grants and similar amounts paidPrior year $8,616,147$8,851,550
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,169,294$9,893,009
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,897,581$6,420,539
I-18 Total expensesPrior year $25,683,022$25,165,098
I-19 Revenue less expensesPrior year $244,917−$2,137,263
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 $23,027,835 across 7 lines filed
VIII-1e Government grants$17,204,199
VIII-1f All other contributions, gifts and grants$163,440
VIII-1h Total contributions, gifts and grants$17,367,639
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,487,851$5,487,851
VIII-3 Investment incomeExcluded from tax $16,588$16,588
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $155,757$155,757
VIII-12 Total revenueRelated to mission $5,643,608 · Unrelated business $0 · Excluded from tax $16,588$23,027,835
Part IX · Statement of functional expenses $25,165,098 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $8,851,550$8,851,550
IX-5 Pay of current officers, directors and key staffManagement $285,252$285,252
IX-7 Other salaries and wagesPrograms $6,563,033 · Management $1,029,006 · Fundraising $29,160$7,621,199
IX-8 Pension plan contributionsPrograms $311,845 · Management $75,102 · Fundraising $12$386,959
IX-9 Other employee benefitsPrograms $416,947 · Management $156,347$573,294
IX-10 Payroll taxesPrograms $903,733 · Management $119,670 · Fundraising $2,902$1,026,305
IX-11b Legal feesPrograms $11,495 · Management $12,198$23,693
IX-11c Accounting feesManagement $86,132$86,132
IX-12 Advertising and promotionPrograms $168,290 · Management $13,210$181,500
IX-13 Office expensesPrograms $789,434 · Management $88,506 · Fundraising $222$878,162
IX-14 Information technologyPrograms $306,671 · Management $67,391 · Fundraising $1,078$375,140
IX-16 OccupancyPrograms $3,156,539 · Fundraising $47,140$3,203,679
IX-17 TravelPrograms $225,806 · Management $403$226,209
IX-20 InterestPrograms $149,337 · Management $18,562$167,899
IX-22 Depreciation, depletion and amortizationPrograms $652,006 · Management $763$652,769
IX-24 Other expenses (24a–d)Programs $617,483 · Management $7,873$625,356
IX-25 Total functional expensesPrograms $23,124,169 · Management $1,960,415 · Fundraising $80,514$25,165,098
Part X · Balance sheet $23,428,395 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,883,747$1,806,353
X-3 Pledges and grants receivableStart of year $3,706,775$2,718,112
X-8 Inventories for sale or useStart of year $8,806$5,241
X-9 Prepaid expenses and deferred chargesStart of year $228,740$237,784
X-10c Land, buildings and equipment, netStart of year $18,310,444$18,125,610
X-14 Intangible assetsStart of year $248,497$199,942
X-15 Other assetsStart of year $357,380$335,353
X-16 Total assetsStart of year $25,744,389$23,428,395
X-17 Accounts payable and accrued expensesStart of year $1,572,070$1,681,808
X-19 Deferred revenueStart of year $955,265$521,913
X-25 Other liabilitiesStart of year $299,614$272,188
X-26 Total liabilitiesStart of year $19,374,921$19,146,190
X-27 Net assets without donor restrictionsStart of year $6,369,468$4,282,205
X-32 Total net assets or fund balancesStart of year $6,369,468$4,282,205
X-33 Total liabilities and net assetsStart of year $25,744,389$23,428,395
Part XI · Reconciliation of net assets $4,282,205 net assets at year end
XI-1 Total revenue$23,027,835
XI-2 Total expenses$25,165,098
XI-3 Revenue less expenses−$2,137,263
XI-4 Net assets at start of year$6,369,468
XI-9 Other changes in net assets$50,000
XI-10 Net assets at end of year$4,282,205

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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