Totals
- Total revenue
- $13,884,980
- Total expenses
- $12,852,825
- Contributions and grants received
- $3,268,801
- Grants paid
- $51,092
- Program service revenue
- $9,929,542
- Investment income
- $190,716
- Other revenue
- $495,921
- Total assets, end of year
- $13,336,894
- Total liabilities, end of year
- $5,594,513
- Net assets or fund balances, end of year
- $7,742,381
- Program services expenses (Part IX)
- $9,243,861
- Management and general expenses
- $3,248,364
- Fundraising expenses
- $360,600
- Program service expenses (Part III)
- $9,243,861
Program services were 71.9% 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)
$2,774,591
-
1f · All other contributions, gifts and grants
$494,210
-
2a · Program service revenue: WRAP AROUND AND PREMIUM INCOME
total $4,728,487 · related or exempt $4,728,487
-
2b · Program service revenue: CCO INCENTIVE
total $2,625,873 · related or exempt $2,625,873
-
2c · Program service revenue: PATIENT SERVICE FEES
total $2,467,361 · related or exempt $2,467,361
-
2d · Program service revenue: PHARMACY REVENUE
total $107,821 · related or exempt $107,821
-
3 · Investment income
total $94,925 · excluded $94,925
-
6a · Gross rents
real property $32,414
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $32,414
-
6d · Net rental income or loss
total $32,414 · related or exempt $32,414
-
7a · Gross sales of assets other than inventory
other assets $95,791
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $95,791
-
7d · Net gain or loss
total $95,791 · excluded $95,791
-
11a · Other revenue: OSOW ENROLLMENT REIMBURSEMENT
total $387,770 · related or exempt $387,770
-
11b · Other revenue: OTHER REVENUE
total $75,737 · related or exempt $75,737
-
11e · Other revenue, total
$463,507
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $51,092 · program services $51,092
-
5 · Compensation of officers, directors and key employees
total $777,101 · program services $19,544 · management and general $757,557
-
7 · Other salaries and wages
total $6,490,272 · program services $5,458,871 · management and general $815,211 · fundraising $216,190
-
8 · Pension plan contributions
total $176,847 · program services $151,966 · management and general $18,856 · fundraising $6,025
-
9 · Other employee benefits
total $565,485 · program services $480,229 · management and general $55,645 · fundraising $29,611
-
10 · Payroll taxes
total $536,770 · program services $407,945 · management and general $112,722 · fundraising $16,103
-
11b · Fees: legal
total $16,447 · management and general $16,447
-
11c · Fees: accounting
total $144,022 · management and general $144,022
-
11g · Fees: other
total $1,003,813 · program services $496,228 · management and general $495,940 · fundraising $11,645
-
13 · Office expenses
total $190,174 · program services $51,231 · management and general $114,174 · fundraising $24,769
-
16 · Occupancy
total $1,399,334 · program services $959,566 · management and general $439,429 · fundraising $339
-
20 · Interest
total $24,097 · program services $379 · management and general $23,718
-
22 · Depreciation, depletion and amortization
total $386,645 · program services $220,167 · management and general $166,478
-
23 · Insurance
total $74,191 · program services $55,176 · management and general $17,064 · fundraising $1,951
-
24a · Other expenses: CLINICAL AND PHARMACEUT
total $790,108 · program services $785,409 · management and general $4,631 · fundraising $68
-
24b · Other expenses: OTHER
total $124,848 · program services $24,902 · management and general $46,398 · fundraising $53,548
-
24c · Other expenses: RECRUITING, EDUCATIONAL
total $63,564 · program services $43,141 · management and general $20,072 · fundraising $351
-
24d · Other expenses: MOBILE UNIT EXPENSES
total $38,015 · program services $38,015
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,927,985 · end of year $2,671
-
2 · Savings and temporary cash investments
beginning of year $1,881,368 · end of year $4,373,817
-
3 · Pledges and grants receivable
beginning of year $254,937 · end of year $328,669
-
4 · Accounts receivable
beginning of year $940,766 · end of year $2,100,927
-
9 · Prepaid expenses and deferred charges
beginning of year $258,665 · end of year $321,998
-
10a · Land, buildings and equipment: cost or other basis
$3,896,899
-
10b · Land, buildings and equipment: accumulated depreciation
$1,880,488
-
10c · Land, buildings and equipment, net
beginning of year $2,209,109 · end of year $2,016,411
-
15 · Other assets
beginning of year $3,960,414 · end of year $4,192,401
-
17 · Accounts payable and accrued expenses
beginning of year $692,018 · end of year $462,301
-
19 · Deferred revenue
beginning of year $38,658 · end of year $11,308
-
23 · Secured mortgages and notes payable
beginning of year $833,987 · end of year $738,097
-
25 · Other liabilities
beginning of year $4,195,314 · end of year $4,382,807
-
27 · Net assets without donor restrictions
beginning of year $6,673,267 · end of year $7,468,141
-
28 · Net assets with donor restrictions
end of year $274,240
Mission and programs · 2023
Mission
WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. WALLACE SERVES INDIVIDUALS AND FAMILIES WHO FACE BARRIERS TO CARE THROUGHOUT THE EAST MULTNOMAH COUNTY IN THE PORTLAND METROPOLITAN AREA.
Activities or mission (Part I)
WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL.
-
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. WALLACE HAS PROVIDED HEALTH SERVICES FOR OVER 40 YEARS AND BECAME A FEDERALLY QUALIFIED HEALTH CENTER IN 2012. WE ARE RECOGNIZED BY THE STATE OF OREGON AS A TIER 5 PATIENT-CENTERED PRIMARY CARE HOME (THE HIGHEST LEVEL). WE PARTNER FULLY WITH OUR PATIENTS TO IMPROVE THEIR WELL-BEING. OUR WHOLE PERSON APPROACH UNITES MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES WITH A FOCUS ON ADDRESSING SOCIAL AND ECONOMIC CIRCUMSTANCES THAT IMPACT HEALTH.
Expenses $9,243,861 · Grants $51,092 · Revenue $10,425,463
As filed on the 2023 return.
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 BarreraEMANUEL BARRERA
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
-
Cherice RothCHERICE ROTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stuart Currie MDSTUART CURRIE MD
CMO
- Total calculated
- $360,713
- From this org
- $328,563
- From related orgs
- $0
- Other
- $32,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $328,563
- Bonus
- $0
- Other
- $0
- Deferred
- $13,092
- Nontaxable benefits
- $19,058
- Filer's total
- $360,713
-
Lisa ClineLISA CLINE
CEO
- Total calculated
- $228,117
- From this org
- $207,576
- From related orgs
- $0
- Other
- $20,541
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,576
- Bonus
- $0
- Other
- $0
- Deferred
- $6,394
- Nontaxable benefits
- $14,147
- Filer's total
- $228,117
-
William MitbergWILLIAM MITBERG
DIRECTOR OF FINANCE
- Total calculated
- $136,365
- From this org
- $116,519
- From related orgs
- $0
- Other
- $19,846
- Hours/week
- 40
-
Britta MartinezBRITTA MARTINEZ
DENTAL DIRECTOR
- Total calculated
- $185,581
- From this org
- $174,543
- From related orgs
- $0
- Other
- $11,038
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,543
- Bonus
- $0
- Other
- $0
- Deferred
- $5,063
- Nontaxable benefits
- $5,975
- Filer's total
- $185,581
-
Bethany StairsBETHANY STAIRS
MEDICAL DIRECTOR
- Total calculated
- $164,851
- From this org
- $147,733
- From related orgs
- $0
- Other
- $17,118
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,733
- Bonus
- $0
- Other
- $0
- Deferred
- $6,064
- Nontaxable benefits
- $11,054
- Filer's total
- $164,851
-
Kathy TrinhKATHY TRINH
DENTIST
- Total calculated
- $168,499
- From this org
- $155,602
- From related orgs
- $0
- Other
- $12,897
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,602
- Bonus
- $0
- Other
- $0
- Deferred
- $6,575
- Nontaxable benefits
- $6,322
- Filer's total
- $168,499
-
Mikhail BondarewMIKHAIL BONDAREW
STAFF DENTIST & PROVIDER BUILDER
- Total calculated
- $157,475
- From this org
- $145,747
- From related orgs
- $0
- Other
- $11,728
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,747
- Bonus
- $0
- Other
- $0
- Deferred
- $5,753
- Nontaxable benefits
- $5,975
- Filer's total
- $157,475
-
Kyle GeelanKYLE GEELAN
LEAD DENTIST & HEAD OF DENTAL INNOVATIONS
- Total calculated
- $219,239
- From this org
- $191,821
- From related orgs
- $0
- Other
- $27,418
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,821
- Bonus
- $0
- Other
- $0
- Deferred
- $8,360
- Nontaxable benefits
- $19,058
- Filer's total
- $219,239
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
- 2023
- Filed
- 28 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501219349303500
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