The Wallace Medical Concern: Nonprofit Profile, Financials & Form 990 (EIN 93-0853709)

Revenue by fiscal year
FY2020	$7.4M
FY2021	$10.8M
FY2022	$9.8M
FY2023	$12.7M
FY2024	$13.9M
FY2025	$14.9M

Expenses by fiscal year
FY2020	$7.4M
FY2021	$8.4M
FY2022	$10.0M
FY2023	$11.2M
FY2024	$12.9M
FY2025	$15.2M

Net assets by fiscal year
FY2020	$2.9M
FY2021	$5.4M
FY2022	$5.1M
FY2023	$6.7M
FY2024	$7.7M
FY2025	$7.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1984.

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

Where the money goes

74 cents of each dollar spent went to programs.

74%

23%

Program services 74% · $11.2M Management & general 23% · $3.5M Fundraising 3% · $405K

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

18 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Stuart Currie

CMO

$345,778Pt VII · Sec A

Lisa Cline

CEO

$228,306Pt VII · Sec A

Britta Martinez

Dental Director

$207,496Pt VII · Sec A

Bethany Stairs

Medical Director

$185,930Pt VII · Sec A

Kyle Geelan

Lead Dentist and Head of Dental Innovations

$173,012Pt VII · Sec A

Kathy Trinh

Dentist

$165,997Pt VII · Sec A

Mikhail Bondarew

Staff Dentist & Provider Builder

$161,884Pt VII · Sec A

William Mitberg

Director of Finance

$102,814Pt VII · Sec A

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Stuart Currie	$345,778	—	—	—	—	—
Stuart Currie MD	—	$328,563	$325,495	$317,082	$299,968	$277,265
Lisa Cline	$228,306	$207,576	$208,389	$190,221	$167,040	$162,042
Britta Martinez	$207,496	$174,543	$167,434	$156,114	$150,131	$137,107
Kyle Geelan Dmd	—	—	$196,368	$180,778	$170,751	$151,179
Kyle Geelan	$173,012	$191,821	—	—	—	—
Bethany Stairs	$185,930	$147,733	$137,748	$126,684	$124,750	$105,258
Kathy Trinh	$165,997	$155,602	$143,567	—	—	—

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.

See The Wallace Medical Concern 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

Connects communities to make good health accessible for everyone.

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Provided by the organization

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1 program · $11.2M · in their own filed words · FY2024

01

The wallace medical concern (wallace) is a non-profit community health center serving individuals and families throughout east multnomah county in the portland metropolitan area. We partner with our community to make good health possible for all.

$11.2Mprogram 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

Russell Colgate Fund INCFY2025$2K

Total grants receivedfrom 1 funder$2K

Grants paid · 13 grants · $185K · 2019–2024

Unitemized GrantFY2024$18,000

Unitemized GrantFY2024$11,751

Unitemized GrantFY2023$20,183

Unitemized GrantFY2023$8,666

Unitemized GrantFY2022$15,500

Unitemized GrantFY2022$3,136

Unitemized GrantFY2021$3,898

Unitemized GrantFY2021$2,659

Unitemized GrantFY2021$236

Unitemized GrantFY2020$27,153

Unitemized GrantFY2020$14,520

Unitemized GrantFY2019$47,672

Unitemized GrantFY2019$11,950

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$14.9M

Ln 12

Fees for servicesLn 2g$10.2M

Gifts and grantsLn 1h$4.4M

Other incomeLn 4–11$266K

Money outPt IX

$15.2M

Ln 25

Programscol B$11.2M

Managementcol C$3.5M

Fundraisingcol D$405K

Owns and owesPt X

$7.2M

net assets · Ln 32

Cash and savingsLn 1–2$2.5M

Total assetsLn 16$12.8M

LiabilitiesLn 26$5.6M

PeoplePt VI, VII

18

listed · VII A

PaidVII A8

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.4M

Government grantsLn 1e$3.6M

Fees for servicesLn 2g$10.2M

Investment incomeLn 3$82K

Other incomeLn 4–11$266K

Total revenueLn 12$14.9M

Assets in detailPt X, end of year

CashLn 1$5K

SavingsLn 2$2.5M

Cash and savings togetherLn 1–2$2.5M

Land, buildings, equipmentLn 10c$2.0M

Other assetsLn 15$3.5M

Total assetsLn 16$12.8M

LiabilitiesLn 26$5.6M

Net assetsLn 32$7.2M

OperationsPt I, VI

EmployeesI 5125

VolunteersI 69

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$4.4M	$2.5M
Land, buildings, equipmentLn 10c	$2.0M	$2.0M
Total assetsLn 16	$13.3M	$12.8M
LiabilitiesLn 26	$5.6M	$5.6M
Net assetsLn 32	$7.7M	$7.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$90K	$90K
Pay of current officers, directors and key staffLn 5	$682K	$19K	$662K
Other salaries and wagesLn 7	$7.8M	$6.7M	$904K	$247K
Pension plan contributionsLn 8	$248K	$213K	$27K	$8K
Other employee benefitsLn 9	$685K	$581K	$71K	$33K
Payroll taxesLn 10	$626K	$496K	$111K	$19K
Legal feesLn 11b	$6K		$6K
Accounting feesLn 11c	$138K		$138K
Other fees for servicesLn 11g	$1.3M	$550K	$733K	$5K
Office expensesLn 13	$192K	$75K	$97K	$20K
OccupancyLn 16	$1.5M	$966K	$501K	$1K
InterestLn 20	$22K	$1K	$21K
Depreciation, depletion and amortizationLn 22	$350K	$263K	$87K
InsuranceLn 23	$72K	$61K	$9K	$3K
Other expenses (24a–d)Ln 24	$1.5M	$1.3M	$150K	$69K
Total functional expensesLn 25	$15.2M	$11.2M	$3.5M	$405K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$14.9M	$15.2M	−$223K	$7.2M	990 PDF
FY2024	$13.9M	$12.9M	$1.0M	$7.7M	990 PDF
FY2023	$12.7M	$11.2M	$1.5M	$6.7M	990 PDF
FY2022	$9.8M	$10.0M	−$231K	$5.1M	990 PDF
FY2021	$10.8M	$8.4M	$2.4M	$5.4M	990 PDF
FY2020	$7.4M	$7.4M	$87K	$2.9M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $14,942,188 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $3,268,801$4,401,639

I-9 Program service revenuePrior year $9,929,542$10,192,336

I-10 Investment incomePrior year $190,716$82,101

I-11 Other revenuePrior year $495,921$266,112

I-12 Total revenuePrior year $13,884,980$14,942,188

I-13 Grants and similar amounts paidPrior year $51,092$90,267

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $8,546,475$10,046,512

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $4,255,258$5,028,223

I-18 Total expensesPrior year $12,852,825$15,165,002

I-19 Revenue less expensesPrior year $1,032,155−$222,814

Part VI · Governance 9 of 9 board members independent, no flags

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

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 $14,942,188 across 7 lines filed

VIII-1e Government grants$3,565,454

VIII-1f All other contributions, gifts and grants$836,185

VIII-1h Total contributions, gifts and grants$4,401,639

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,192,336$10,192,336

VIII-3 Investment incomeExcluded from tax $82,101$82,101

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $266,112$266,112

VIII-12 Total revenueRelated to mission $10,458,448 · Unrelated business $0 · Excluded from tax $82,101$14,942,188

Part IX · Statement of functional expenses $15,165,002 across 15 lines filed

IX-2 Grants to domestic individualsPrograms $90,267$90,267

IX-5 Pay of current officers, directors and key staffPrograms $19,404 · Management $662,167$681,571

IX-7 Other salaries and wagesPrograms $6,654,567 · Management $903,644 · Fundraising $247,130$7,805,341

IX-8 Pension plan contributionsPrograms $212,580 · Management $27,139 · Fundraising $8,266$247,985

IX-9 Other employee benefitsPrograms $580,938 · Management $71,352 · Fundraising $33,111$685,401

IX-10 Payroll taxesPrograms $496,402 · Management $110,634 · Fundraising $19,178$626,214

IX-11b Legal feesManagement $5,802$5,802

IX-11c Accounting feesManagement $138,271$138,271

IX-11g Other fees for servicesPrograms $550,203 · Management $733,365 · Fundraising $5,179$1,288,747

IX-13 Office expensesPrograms $75,400 · Management $96,880 · Fundraising $19,667$191,947

IX-16 OccupancyPrograms $966,414 · Management $501,223 · Fundraising $1,235$1,468,872

IX-20 InterestPrograms $1,011 · Management $20,542$21,553

IX-22 Depreciation, depletion and amortizationPrograms $263,295 · Management $86,941$350,236

IX-23 InsurancePrograms $60,758 · Management $8,828 · Fundraising $2,700$72,286

IX-24 Other expenses (24a–d)Programs $1,271,627 · Management $149,994 · Fundraising $68,888$1,490,509

IX-25 Total functional expensesPrograms $11,242,866 · Management $3,516,782 · Fundraising $405,354$15,165,002

Part X · Balance sheet $12,800,225 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $2,671$4,766

X-2 Savings and temporary cash investmentsStart of year $4,373,817$2,509,249

X-3 Pledges and grants receivableStart of year $328,669$829,287

X-4 Accounts receivableStart of year $2,100,927$3,673,594

X-9 Prepaid expenses and deferred chargesStart of year $321,998$276,390

X-10c Land, buildings and equipment, netStart of year $2,016,411$1,959,339

X-15 Other assetsStart of year $4,192,401$3,547,600

X-16 Total assetsStart of year $13,336,894$12,800,225

X-17 Accounts payable and accrued expensesStart of year $462,301$985,945

X-19 Deferred revenueStart of year $11,308$253,714

X-25 Other liabilitiesStart of year $4,382,807$3,768,873

X-26 Total liabilitiesStart of year $5,594,513$5,647,823

X-27 Net assets without donor restrictionsStart of year $7,468,141$6,929,730

X-28 Net assets with donor restrictionsStart of year $274,240$222,672

X-32 Total net assets or fund balancesStart of year $7,742,381$7,152,402

X-33 Total liabilities and net assetsStart of year $13,336,894$12,800,225

Part XI · Reconciliation of net assets $7,152,402 net assets at year end

XI-1 Total revenue$14,942,188

XI-2 Total expenses$15,165,002

XI-3 Revenue less expenses−$222,814

XI-4 Net assets at start of year$7,742,381

XI-8 Prior period adjustments−$367,165

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$7,152,402

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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