Totals
- Total revenue
- $12,717,753
- Total expenses
- $11,217,400
- Contributions and grants received
- $4,089,290
- Grants paid
- $39,558
- Program service revenue
- $8,300,224
- Investment income
- $21,914
- Other revenue
- $306,325
- Total assets, end of year
- $12,433,244
- Total liabilities, end of year
- $5,759,977
- Net assets or fund balances, end of year
- $6,673,267
- Program services expenses (Part IX)
- $8,199,381
- Management and general expenses
- $2,682,683
- Fundraising expenses
- $335,336
- Program service expenses (Part III)
- $8,199,381
Program services were 73.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$3,096,796
-
1f · All other contributions, gifts and grants
$992,494
-
2a · Program service revenue: WRAP AROUND AND PREMIUM INCOME
total $4,135,509 · related or exempt $4,135,509
-
2b · Program service revenue: PATIENT SERVICE FEES
total $2,046,415 · related or exempt $2,046,415
-
2c · Program service revenue: CCO INCENTIVE
total $1,972,067 · related or exempt $1,972,067
-
2d · Program service revenue: PHARMACY REVENUE
total $146,233 · related or exempt $146,233
-
3 · Investment income
total $21,914 · excluded $21,914
-
6a · Gross rents
real property $55,444
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $55,444
-
6d · Net rental income or loss
total $55,444 · related or exempt $55,444
-
11a · Other revenue: OTHER REVENUE
total $250,881 · related or exempt $250,881
-
11e · Other revenue, total
$250,881
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $39,558 · program services $39,558
-
5 · Compensation of officers, directors and key employees
total $782,947 · program services $571,552 · management and general $187,907 · fundraising $23,488
-
7 · Other salaries and wages
total $5,354,503 · program services $3,908,787 · management and general $1,285,081 · fundraising $160,635
-
8 · Pension plan contributions
total $164,795 · program services $120,300 · management and general $39,551 · fundraising $4,944
-
9 · Other employee benefits
total $535,065 · program services $390,597 · management and general $128,416 · fundraising $16,052
-
10 · Payroll taxes
total $438,761 · program services $320,295 · management and general $105,303 · fundraising $13,163
-
11b · Fees: legal
total $12,853 · program services $9,382 · management and general $3,085 · fundraising $386
-
11c · Fees: accounting
total $91,774 · program services $66,995 · management and general $22,026 · fundraising $2,753
-
11g · Fees: other
total $1,001,887 · program services $731,377 · management and general $240,453 · fundraising $30,057
-
13 · Office expenses
total $38,158 · program services $27,855 · management and general $9,158 · fundraising $1,145
-
14 · Information technology
total $142,936 · program services $104,343 · management and general $34,305 · fundraising $4,288
-
16 · Occupancy
total $940,185 · program services $686,335 · management and general $225,644 · fundraising $28,206
-
17 · Travel
total $5,874 · program services $4,288 · management and general $1,410 · fundraising $176
-
19 · Conferences, conventions and meetings
total $20,056 · program services $14,641 · management and general $4,813 · fundraising $602
-
20 · Interest
total $26,539 · program services $19,374 · management and general $6,369 · fundraising $796
-
22 · Depreciation, depletion and amortization
total $382,754 · program services $279,410 · management and general $91,861 · fundraising $11,483
-
23 · Insurance
total $52,315 · program services $38,190 · management and general $12,556 · fundraising $1,569
-
24a · Other expenses: SUPPLIES
total $709,483 · program services $517,923 · management and general $170,276 · fundraising $21,284
-
24b · Other expenses: MISC EXPENSES
total $106,317 · program services $77,611 · management and general $25,516 · fundraising $3,190
-
24c · Other expenses: JANITORIAL
total $81,685 · program services $59,630 · management and general $19,604 · fundraising $2,451
-
24d · Other expenses: RECRUITING, EDUCATION M
total $81,470 · program services $59,473 · management and general $19,553 · fundraising $2,444
-
24e · All other expenses
total $207,485 · program services $151,465 · management and general $49,796 · fundraising $6,224
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,829,882 · end of year $2,927,985
-
2 · Savings and temporary cash investments
beginning of year $1,871,988 · end of year $1,881,368
-
3 · Pledges and grants receivable
beginning of year $70,086 · end of year $254,937
-
4 · Accounts receivable
beginning of year $857,726 · end of year $940,766
-
9 · Prepaid expenses and deferred charges
beginning of year $186,363 · end of year $258,665
-
10a · Land, buildings and equipment: cost or other basis
$3,806,130
-
10b · Land, buildings and equipment: accumulated depreciation
$1,597,021
-
10c · Land, buildings and equipment, net
beginning of year $2,503,315 · end of year $2,209,109
-
15 · Other assets
beginning of year $0 · end of year $3,960,414
-
17 · Accounts payable and accrued expenses
beginning of year $534,645 · end of year $692,018
-
19 · Deferred revenue
beginning of year $746,634 · end of year $38,658
-
23 · Secured mortgages and notes payable
beginning of year $932,289 · end of year $833,987
-
25 · Other liabilities
beginning of year $0 · end of year $4,195,314
-
27 · Net assets without donor restrictions
beginning of year $5,105,792 · end of year $6,673,267
Mission and programs · 2022
Mission
THE WALLACE MEDICAL CONCERN ("WMC") PROVIDES AN OPEN DOOR TO EXCEPTIONAL SERVICES THAT SUPPORT INDIVIDUALS AND THEIR FAMILIES IN HEALTHY LIVING. WMC SERVES INDIVIDUALS AND FAMILIES WHO FACE BARRIERS TO CARE THROUGHOUT THE PORTLAND AND GRESHAM METROPOLITAN AREA.
Activities or mission (Part I)
PROVIDE HEALTH SERVICES TO THOSE IN NEED IN THE PORTLAND AND GRESHAM METROPOLITAN AREA.
-
THE WALLACE MEDICAL CONCERN (WALLACE) PROVIDES AN OPEN DOOR TO EXCEPTIONAL HEALTH SERVICES AND CONNECTIONS THAT SUPPORT INDIVIDUALS AND THEIR FAMILIES IN HEALTHY LIVING. WALLACE HAS A 35 YEAR RECORD OF PROVIDING MEDICAL SERVICES AND HAS DISTINGUISHED ITSELF AS A PATIENT CENTERED,INNOVATIVE HEALTH CARE ORGANIZATION. WALLACE BECAME A FEDERALLY QUALIFIED HEALTH CENTER IN JUNE OF 2012, ALLOWING FOR EXPANDED SERVICES AND IMPLEMENTATION OF PRIMARY CARE THAT OFFERS A COMPREHENSIVE MEDICAL HOME AND CONTINUITY OF CARE FOR PATIENTS AND THEIR FAMILIES. WE OFFER INTEGRATED MEDICAL, DENTAL, AND BEHAVIORAL/ MENTAL HEALTH SERVICES. MEDICAL SERVICES INCLUDE PEDIATRIC CARE, WOMEN'S HEALTH, AND CHRONIC DISEASE MANAGEMENT. OUR CARE TEAMS ADDRESS SOCIAL DETERMINANTS OF HEALTH SUCH AS FOOD SECURITY AND HOUSING.WALLACE'S INCREASING CAPACITY TO PROVIDE HIGH QUALITY HEALTH SERVICES IS DUE TO ITS SUCCESS IN ATTRACTING SKILLED AND COMMITTED MEDICAL PROFESSIONALS, ITS INNOVATIVE PARTNERSHIPS, AND ITS MULTICULTURAL, MULTILINGUAL STAFF.
Expenses $8,199,381 · Grants $39,558 · Revenue $8,606,549
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lynn KetchLYNN KETCH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Edith Arriaga-FloresEDITH ARRIAGA-FLORES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John EngleJOHN ENGLE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jake OhmanJAKE OHMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Emanuel BarerraEMANUEL BARERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David MitchellDAVID MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Valerie HolmesVALERIE HOLMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Molly RobertsMOLLY ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew BrownANDREW BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark HessMARK HESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stuart Currie MDSTUART CURRIE MD
CMO
- Total calculated
- $352,495
- From this org
- $325,495
- From related orgs
- $0
- Other
- $27,000
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $325,495
- Bonus
- $0
- Other
- $0
- Deferred
- $27,000
- Nontaxable benefits
- $0
- Filer's total
- $352,495
-
Lisa ClineLISA CLINE
CEO
- Total calculated
- $214,389
- From this org
- $208,389
- From related orgs
- $0
- Other
- $6,000
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,389
- Bonus
- $0
- Other
- $0
- Deferred
- $6,000
- Nontaxable benefits
- $0
- Filer's total
- $214,389
-
Tyler DardisTYLER DARDIS
CONTRACT CFO
- Total calculated
- $84,670
- From this org
- $84,670
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kyle Geelan DMDKYLE GEELAN DMD
DENTAL DIRECTOR
- Total calculated
- $202,640
- From this org
- $196,368
- From related orgs
- $0
- Other
- $6,272
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,368
- Bonus
- $0
- Other
- $0
- Deferred
- $6,272
- Nontaxable benefits
- $0
- Filer's total
- $202,640
-
Britta MartinezBRITTA MARTINEZ
ASSISTANT DENTAL DIRECTOR
- Total calculated
- $177,487
- From this org
- $167,434
- From related orgs
- $0
- Other
- $10,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,434
- Bonus
- $0
- Other
- $0
- Deferred
- $10,053
- Nontaxable benefits
- $0
- Filer's total
- $177,487
-
Bethany StairsBETHANY STAIRS
ASSISTANT MEDICAL DIRECTOR
- Total calculated
- $145,730
- From this org
- $137,748
- From related orgs
- $0
- Other
- $7,982
- Hours/week
- 40
-
Mary Caitlyn WellsMARY CAITLYN WELLS
FAMILY NP
- Total calculated
- $139,102
- From this org
- $130,699
- From related orgs
- $0
- Other
- $8,403
- Hours/week
- 40
-
Kathy TrinhKATHY TRINH
FAMILY NP
- Total calculated
- $150,391
- From this org
- $143,567
- From related orgs
- $0
- Other
- $6,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,567
- Bonus
- $0
- Other
- $0
- Deferred
- $6,824
- Nontaxable benefits
- $0
- Filer's total
- $150,391
-
April UrquidezAPRIL URQUIDEZ
MENTAL HEALTH NP
- Total calculated
- $168,570
- From this org
- $153,293
- From related orgs
- $0
- Other
- $15,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,293
- Bonus
- $0
- Other
- $0
- Deferred
- $15,277
- Nontaxable benefits
- $0
- Filer's total
- $168,570
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440679349301909
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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