McKenzie Valley Wellness FY2024 filing

Tax-deductible

Blue River, OR501(c)(3)Since 1975EIN 93-0671963Revenue $751K in FY2024

On file with the IRSPo Box 381, 97413-0381 · Blue River, ORTax-exempt since Mar 1977Hospital or medical research org — 170(b)(1)(A)(iii)

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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.
52¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $270K a year · 71% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
846 mo
of spending, in cash
Looks good: 846.1 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
$1.2M
63% of total assets
Fine: liabilities are 63% 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
$751K
×27 vs prior year
Spent
$16K
To programs
52%
Net assets
$677K
By yearFY2020–FY2025
Revenue
$751K
FY2024▲ ×27
Tap a bar for its year
Revenue by fiscal year
FY2020$189K
FY2021$82K
FY2022$55K
FY2023$28K
FY2024$751K
FY2025$1.2M
Expenses
$16K
FY2024▼ -84%
Tap a bar for its year
Expenses by fiscal year
FY2020$270K
FY2021$100K
FY2022$153K
FY2023$99K
FY2024$16K
FY2025$39K
Net assets
$677K
FY2024▲ ×14
Tap a bar for its year
Net assets by fiscal year
FY2020$130K
FY2021$112K
FY2022$13K
FY2023−$58K
FY2024$677K
FY2025$1.8M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1977.

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

Where the money goes

52 cents of each dollar spent went to programs.

Program services 52% · $8K Management & general 31% · $5K Fundraising 17% · $3K

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 (FY2023); the FY2024 filing did not itemize Part VII
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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 15aNo

Programs and updates

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

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Provided by the organization

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1 program · $8K · in their own filed words · FY2023
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. These programs include assistance with the establishment of a temporary clinic to serve the mckenzie valley community after the original clinic building was destroyed…

$8Kprogram 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
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 FY2024 990, line by line.

1The main four
Money inPt VIII
$751K
Ln 12
Gifts and grantsLn 1h$749K
Investment incomeLn 3$1K
Fees for servicesLn 2g$315
Money outPt IX
$16K
Ln 25
Programscol B$8K
Managementcol C$5K
Fundraisingcol D$3K
Owns and owesPt X
$677K
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.2M
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$749K
Government grantsLn 1e$659K
Fees for servicesLn 2g$315
Investment incomeLn 3$1K
Total revenueLn 12$751K
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$66K
Cash and savings togetherLn 1–2$1.1M
Land, buildings, equipmentLn 10c$696K
Other assetsLn 15$1K
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.2M
Net assetsLn 32$677K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderJune
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 FY24End FY24
Cash and savingsLn 1–2$1.8M$1.1M
Land, buildings, equipmentLn 10c$39K$696K
Total assetsLn 16$1.8M$1.8M
LiabilitiesLn 26$1.8M$1.2M
Net assetsLn 32−$58K$677K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$3K$3K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$9K$7K$2K$198
Depreciation, depletion and amortizationLn 22$1K$1K
Total functional expensesLn 25$16K$8K$5K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$39K$1.2M$1.8M 990 PDF
FY2024 Viewing $751K$16K$735K$677K 990 PDF
FY2023 $28K$99K−$71K−$58K 990 PDF
FY2022 $55K$153K−$99K$13K 990 PDF
FY2021 $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 FY2024 990 (6 parts)
Part I · Summary $750,558 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $26,240$748,844
I-9 Program service revenuePrior year $140$315
I-10 Investment incomePrior year $1,508$1,399
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $27,888$750,558
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $99,037$16,047
I-18 Total expensesPrior year $99,037$16,047
I-19 Revenue less expensesPrior year −$71,149$734,511
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $750,558 across 6 lines filed
VIII-1e Government grants$659,172
VIII-1f All other contributions, gifts and grants$89,672
VIII-1h Total contributions, gifts and grants$748,844
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $315$315
VIII-3 Investment incomeExcluded from tax $1,399$1,399
VIII-12 Total revenueRelated to mission $315 · Unrelated business $0 · Excluded from tax $1,399$750,558
Part IX · Statement of functional expenses $16,047 across 4 lines filed
IX-11b Legal feesManagement $2,885$2,885
IX-12 Advertising and promotionFundraising $2,549$2,549
IX-13 Office expensesPrograms $7,028 · Management $2,027 · Fundraising $198$9,253
IX-22 Depreciation, depletion and amortizationPrograms $1,360$1,360
IX-25 Total functional expensesPrograms $8,388 · Management $4,912 · Fundraising $2,747$16,047
Part X · Balance sheet $1,828,899 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,709,397$1,065,195
X-2 Savings and temporary cash investmentsStart of year $40,902$66,257
X-10c Land, buildings and equipment, netStart of year $38,592$696,404
X-15 Other assetsStart of year $1,043$1,043
X-16 Total assetsStart of year $1,789,934$1,828,899
X-19 Deferred revenueStart of year $1,730,766$1,140,828
X-25 Other liabilitiesStart of year $116,959$11,351
X-26 Total liabilitiesStart of year $1,847,725$1,152,179
X-32 Total net assets or fund balancesStart of year −$57,791$676,720
X-33 Total liabilities and net assetsStart of year $1,789,934$1,828,899
Part XI · Reconciliation of net assets $676,720 net assets at year end
XI-1 Total revenue$750,558
XI-2 Total expenses$16,047
XI-3 Revenue less expenses$734,511
XI-4 Net assets at start of year−$57,791
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$676,720

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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