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McKenzie Valley Wellness FY2021 filing

Tax-deductible

Blue River, OR501(c)(3)Since 1975EIN 93-0671963

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McKenzie Valley Wellness creates programs that foster the health, education, and well-being of the McKenzie Valley community.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
1 of 5
filings with a surplus
Average surplus $93K a year · 42% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
31 mo
of spending, in cash
Looks good: 31.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $53K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$180K
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$82K
-57% vs prior year
Spent
$100K
To programs
76%
Net assets
$112K
By yearFY2020–FY2024
Revenue
$82K
FY2021▼ -57%
Revenue by fiscal year
FY2020$189K
FY2021$82K
FY2022$55K
FY2023$28K
FY2024$751K
FY2024$1.2M
Expenses
$100K
FY2021▼ -63%
Expenses by fiscal year
FY2020$270K
FY2021$100K
FY2022$153K
FY2023$99K
FY2024$16K
FY2024$39K
Net assets
$112K
FY2021▼ -14%
Net assets by fiscal year
FY2020$130K
FY2021$112K
FY2022$13K
FY2023−$58K
FY2024$677K
FY2024$1.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1977.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $76K Management & general 1% · $1K Fundraising 23% · $23K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Valerie Rapp
President
$0Pt VII · Sec A
Josh Cloke
Vice President
$0Pt VII · Sec A
Jane Wilson
Secretary
$0Pt VII · Sec A
Galen Phipps
Tresurer
$0Pt VII · Sec A
Robin Roberts
Board Member
$0Pt VII · Sec A
Kelly Davis
Board Member
$0Pt VII · Sec A
Kelly Shaw
Board Member
$0Pt VII · Sec A
See McKenzie Valley Wellness executive salaries →

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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

Fosters community health, education, and well-being through various programs.

Provided by the organization

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1 program · $76K · in their own filed words · FY2020
01

Mckenzie valley wellness creates programs that foster the health, education, and well-being of the mckenzie valley community working with the formerly owned medical clinic.

$76Kprogram 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 · FY2024
The Oregon Community FoundationFY2024$53K
Total grants receivedfrom 1 funder$53K
Grants paid · 2 grants · $110K · 2020–2021
Orchid Health ClinicFY2021$100,000
Orchid Health ClinicFY2020$10,000

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$82K
Ln 12
Gifts and grantsLn 1h$78K
Other incomeLn 4–11$4K
Investment incomeLn 3$93
Money outPt IX
$100K
Ln 25
Programscol B$76K
Managementcol C$1K
Fundraisingcol D$23K
Owns and owesPt X
$112K
net assets · Ln 32
Cash and savingsLn 1–2$260K
Total assetsLn 16$292K
LiabilitiesLn 26$180K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$78K
Government grantsLn 1e$3K
Investment incomeLn 3$93
Other incomeLn 4–11$4K
Total revenueLn 12$82K
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$235K
Cash and savings togetherLn 1–2$260K
Land, buildings, equipmentLn 10c$31K
Other assetsLn 15$1K
Total assetsLn 16$292K
LiabilitiesLn 26$180K
Net assetsLn 32$112K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$271K$260K
Land, buildings, equipmentLn 10c$31K$31K
Total assetsLn 16$303K$292K
LiabilitiesLn 26$174K$180K
Net assetsLn 32$130K$112K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$10K$10K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$10K$10K
Professional fundraising feesLn 11e$22K$22K
Other fees for servicesLn 11g$2K$245$1K$490
Office expensesLn 13$1K$1K
OccupancyLn 16$1K$1K
Other expenses (24a–d)Ln 24$52K$52K
All other expensesLn 24e$578$578
Total functional expensesLn 25$100K$76K$1K$23K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $751K$16K$735K$677K 990 PDF
FY2023 $28K$99K−$71K−$58K 990 PDF
FY2022 $55K$153K−$99K$13K 990 PDF
FY2021 Viewing $82K$100K−$18K$112K 990 PDF
FY2020 $189K$270K−$80K$130K 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $82,114 across 7 lines filed
VIII-1e Government grants$3,360
VIII-1f All other contributions, gifts and grants$74,661
VIII-1h Total contributions, gifts and grants$78,021
VIII-3 Investment incomeExcluded from tax $93$93
VIII-6 Net rental income or lossExcluded from tax $1,500$1,500
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,500$2,500
VIII-12 Total revenueRelated to mission $2,500 · Unrelated business $0 · Excluded from tax $1,593$82,114
Part IX · Statement of functional expenses $99,797 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $10,000$10,000
IX-11b Legal feesPrograms $1,270$1,270
IX-11c Accounting feesPrograms $9,750$9,750
IX-11e Professional fundraising feesFundraising $22,175$22,175
IX-11g Other fees for servicesPrograms $245 · Management $1,064 · Fundraising $490$1,799
IX-13 Office expensesPrograms $1,499$1,499
IX-16 OccupancyPrograms $1,026$1,026
IX-24 Other expenses (24a–d)Programs $51,700$51,700
IX-24e All other expensesPrograms $578$578
IX-25 Total functional expensesPrograms $76,068 · Management $1,064 · Fundraising $22,665$99,797
Part X · Balance sheet $291,965 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $196,770$24,728
X-2 Savings and temporary cash investmentsStart of year $74,397$235,082
X-10c Land, buildings and equipment, netStart of year $31,112$31,112
X-15 Other assetsStart of year $1,043$1,043
X-16 Total assetsStart of year $303,322$291,965
X-25 Other liabilitiesStart of year $172,142$179,978
X-26 Total liabilitiesStart of year $173,652$179,978
X-32 Total net assets or fund balancesStart of year $129,670$111,987
X-33 Total liabilities and net assetsStart of year $303,322$291,965
Part XI · Reconciliation of net assets $111,987 net assets at year end
XI-1 Total revenue$82,114
XI-2 Total expenses$99,797
XI-3 Revenue less expenses−$17,683
XI-4 Net assets at start of year$129,670
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$111,987

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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