Mckenzie Valley Wellness

Nonprofit profile at a glance

EIN
930671963
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Blue River, OR, USA
Phone
5419142370
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$1,193,381
Expenses
$39,021
Assets
$1,840,520
Liabilities
$9,440

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • ROBIN ROBERTS (PRESIDENT)
  • TIM HOOTON (VICE PRESIDENT)
  • VALERIE RAPP (PRESIDENT (PRIOR))
  • ROBIN ROBERTS (VICE PRESIDENT (PRIOR))

People named in this filing

  • ROBIN ROBERTS (PRESIDENT)
  • JANE WILSON (SECRETARY)
  • VALERIE RAPP (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Mckenzie valley wellness creates programs that foster the health, education, and well-being of the mckenzie valley community.

What it reported doing in 2024

Mckenzie valley wellness creates programs that foster the health, education, and well-being of the mckenzie valley community by supporting access to medical services and community resources.during the year, the organization completed and placed into service a new building in october 2024 after the original building was lost in a wildfire. The facility serves the mckenzie valley community by providing space for a medical clinic to rent and deliver medical services locally. The building also includes a community room made available free of charge to nonprofit organizations and community groups, as well as respite rooms for community members who may need a safe place to go during periods of poor air quality.

Operating model

Revenue model
Grant-funded. 94% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 90% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 37
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 94
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 2.9%; rating input score 3
  • Program expense ratio: 73.6%; rating input score 74
  • Fundraising efficiency: $1,214.03 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 96.7%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 47.17; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -18.9% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: 9.3% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 2.9% of revenue deployed · 73.6% of spending went to programs
  • Governance: 7 of 7 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $29K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Highest-paid contractors: 1 contractor listed · $263K reported
  • Consistency: 20 of 20 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 3/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.