SUN HEALTH FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH FOUNDATION (EIN 23-7107959)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-26
- IRS object ID
- 202410869349300006
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T08:38:07-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 658062523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237107959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY RUNGE | InCareOfNm |
| Business Name Control | SUNH | BusinessNameControlTxt |
| Phone | 6234719550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6030 | AddressLine1Txt |
| City | SUN CITY WEST | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853766030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY RUNGE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6234719550 | PhoneNum |
| Signature | 2024-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | RUNGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian D Todd | PreparerPersonNm |
| PTIN | P00422601 | PTIN |
| Phone | 4178658701 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH E LA RUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6030 | AddressLine1Txt |
| City | SUN CITY WEST | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853766030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,896,801 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SUNHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE & THREE SENIOR LIVING COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 119 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,529,299 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,216,703 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,496 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,651 | CYProgramServiceRevenueAmt |
| PY Investment Income | $882,850 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,434 | CYInvestmentIncomeAmt |
| PY Other Revenue | $748,406 | PYOtherRevenueAmt |
| CY Other Revenue | $766,501 | CYOtherRevenueAmt |
| PY Total Revenue | $6,256,051 | PYTotalRevenueAmt |
| CY Total Revenue | $7,064,289 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,201,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,120,548 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,970,480 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,964,321 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,307,984 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,222,843 | PYOtherExpensesAmt |
| CY Other Expenses | $1,224,367 | CYOtherExpensesAmt |
| PY Total Expenses | $7,394,649 | PYTotalExpensesAmt |
| CY Total Expenses | $8,309,236 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,138,598 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,244,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,132,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,386,070 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,674,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,359,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,458,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,027,033 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,653,206 | ExpenseAmt |
| Grant | $5,120,548 | GrantAmt |
| Revenue | $773,628 | RevenueAmt |
| Desc | IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $5,120,548 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 391-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION. | Desc |
| Total Program Service Expenses | $5,653,206 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY RUNGE | PersonNm |
| Phone | 6238325330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6030 | AddressLine1Txt |
| City | SUN CITY WEST | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853766030 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOSEPH E LA RUE | |||||||
| PRESIDENT | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $401,589 | $91,613 |
| SHARON GRAMBOW | |||||||
| CFO END 3/23 | 8.0 | 32.0 | Yes (X) | $0 | $328,675 | $23,112 | |
| GINA ORE | |||||||
| CHIEF PHILANTHR. OFF. END 5/23 | 40.0 | 0.0 | Yes (X) | $0 | $201,125 | $8,046 | |
| JOAN SMITH | |||||||
| CHAIR | 0.5 | 3.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BARNES | |||||||
| VICE CHAIR | 0.5 | 3.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY VERING | |||||||
| TREASURER | 0.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD J SYMIC | |||||||
| SECRETARY | 0.5 | 3.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE CEASOR | |||||||
| DIRECTOR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY FRIZELL | |||||||
| DIRECTOR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NEAL HASKELL | |||||||
| DIRECTOR | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| L BIRT KELLAM | |||||||
| DIRECTOR | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| IRENE KOVALA EDD | |||||||
| DIRECTOR, EX-OFFICIO, SHS | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| LEW LANCASTER | |||||||
| DIRECTOR | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA LEWIS FINNELL | |||||||
| DIRECTOR, EX-OFFICIO, SHS | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| SHARON LIND | |||||||
| DIRECTOR END 1/23 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GARY MARRER | |||||||
| DIRECTOR END 11/22 | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| REV LOWELL NELSON | |||||||
| DIRECTOR END 9/22 | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | |
| TERRY SMITH | |||||||
| DIRECTOR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SALLY WILLIAMSON | |||||||
| DIRECTOR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY CAVANAUGH-MARSH | |||||||
| DIRECTOR BEG 11/22 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SANDY STEPHENSON | |||||||
| DIRECTOR BEG 11/22 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TODD HORNBACK | |||||||
| DIRECTOR | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AMY RUNGE | |||||||
| CFO BEG 3/23 | 8.0 | 32.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $931,389 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,771 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRAND AGENCY LLC | |||||
| 4111 E VALLEY AUTO DR STE 110 | MESA | AZ | 85206 | ADVERTISING | $244,751 |
| ROX MEDIA LLC | |||||
| 130 N GRANITE ST | PRESCOTT | AZ | 86301 | ADVERTISING | $143,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $12,971 | FundraisingAmt |
| Related Organizations | $2,307,028 | RelatedOrganizationsAmt |
| All Other Contributions | $3,896,704 | AllOtherContributionsAmt |
| Noncash Contributions | $11,471 | NoncashContributionsAmt |
| Total Contributions | $6,216,703 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 624000 | BusinessCd |
| Total Revenue Column | $2,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,651 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,651 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,466 | TotalRevenueColumnAmt |
| Exclusion | $343,466 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,489,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,754,032 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$265,032 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$265,032 | TotalRevenueColumnAmt |
| Exclusion | -$265,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,288 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,971 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,764 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,476 | TotalRevenueColumnAmt |
| Exclusion | -$4,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $772,693 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,716 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $770,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $770,977 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,064,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $773,628 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $73,958 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,651,571 | TotalAmt |
| Program Services | $4,651,571 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,977 | TotalAmt |
| Program Services | $468,977 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,490 | TotalAmt |
| Program Services | $248,077 | ProgramServicesAmt |
| Management And General | $802,353 | ManagementAndGeneralAmt |
| Fundraising | $643,060 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,146 | TotalAmt |
| Program Services | $39,483 | ProgramServicesAmt |
| Fundraising | $21,663 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,937 | TotalAmt |
| Program Services | $71,687 | ProgramServicesAmt |
| Management And General | $1,365 | ManagementAndGeneralAmt |
| Fundraising | $20,885 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,748 | TotalAmt |
| Program Services | $4,996 | ProgramServicesAmt |
| Management And General | $68,887 | ManagementAndGeneralAmt |
| Fundraising | $41,865 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,746 | TotalAmt |
| Management And General | $28,746 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,338 | TotalAmt |
| Program Services | $20,338 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,731 | TotalAmt |
| Program Services | $39,653 | ProgramServicesAmt |
| Management And General | $11,078 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,514 | TotalAmt |
| Program Services | $11,514 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,554 | TotalAmt |
| Program Services | $12,138 | ProgramServicesAmt |
| Management And General | $9,416 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,643 | TotalAmt |
| Program Services | $109 | ProgramServicesAmt |
| Management And General | $2,534 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216 | TotalAmt |
| Program Services | $811 | ProgramServicesAmt |
| Management And General | $1,405 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,152 | TotalAmt |
| Program Services | $11,152 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,223 | TotalAmt |
| Program Services | $69,171 | ProgramServicesAmt |
| Management And General | $392,052 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| FUNDRAISING EXPENSES | $580,511 | $580,511 | ||
| LICENSES, DUES, SUBSCRIPTIONS | $30,210 | $30,210 | ||
| REPAIRS & MAINTENANCE | $3,529 | $3,529 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,309,236 | TotalAmt |
| Program Services | $5,653,206 | ProgramServicesAmt |
| Management And General | $1,348,046 | ManagementAndGeneralAmt |
| Fundraising | $1,307,984 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,101 | BOYAmt |
| EOY | $134,514 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,790,595 | BOYAmt |
| EOY | $2,005,031 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,836 | BOYAmt |
| EOY | $137,074 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,453,205 | BOYAmt |
| EOY | $2,713,658 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,656 | BOYAmt |
| EOY | $32,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,106 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,106 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,901,664 | BOYAmt |
| EOY | $27,316,792 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,575,134 | BOYAmt |
| EOY | $3,046,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,132,191 | BOYAmt |
| EOY | $35,386,070 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,814 | BOYAmt |
| EOY | $424,685 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,790,414 | BOYAmt |
| EOY | $6,182,466 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,365,821 | BOYAmt |
| EOY | $3,751,886 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,674,049 | BOYAmt |
| EOY | $10,359,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,000 | BOYAmt |
| EOY | $4,764,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,868,142 | BOYAmt |
| EOY | $20,263,033 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,458,142 | BOYAmt |
| EOY | $25,027,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,132,191 | BOYAmt |
| EOY | $35,386,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,244,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $813,838 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,726,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,122,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,262,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,529,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,216,703 | CurrentTaxYearAmt |
| Total | $34,857,362 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,726,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,122,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,262,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,529,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,216,703 | CurrentTaxYearAmt |
| Total | $34,857,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,706,279 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,151,083 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $475,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $764,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,466 | CurrentTaxYearAmt |
| Total | $2,134,455 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $465,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $743,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $770,977 | CurrentTaxYearAmt |
| Total | $2,578,145 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,569,962 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $101,087 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53452 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73613 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,837,670 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,638,119 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,825 | OtherExpendituresAmt |
| End Year Balance | $13,171,726 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,205,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,320,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,070 | OtherExpendituresAmt |
| End Year Balance | $14,837,670 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,874,288 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,705,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $374,288 | OtherExpendituresAmt |
| End Year Balance | $17,205,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,373,288 | BeginningYearBalanceAmt |
| Contributions | $783,000 | ContributionsAmt |
| Investment Earnings Or Losses | $364,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,170,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $476,000 | OtherExpendituresAmt |
| End Year Balance | $13,874,288 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,593,483 | BeginningYearBalanceAmt |
| Contributions | $522,449 | ContributionsAmt |
| Investment Earnings Or Losses | $731,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,439,340 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,657 | OtherExpendituresAmt |
| End Year Balance | $15,373,288 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY | $2,987,000 |
| RIGHT-OF-USE ASSET | $59,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,046,943 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $3,672,943 |
| OPERATING LEASE | $59,943 |
| DUE TO RELATED PARTY | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,751,886 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,954,891 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $813,838 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $813,838 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,141,053 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$76,764 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$76,764 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,064,289 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,386,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $76,764 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $76,764 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,309,236 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,309,236 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | PURPOSE OF ENDOWMENT FUNDS: TO SUPPORT THE CAPITAL EXPENDITURE OF HEALTH CARE FACILITIES, RESEARCH AND NURSING SCHOLARSHIP. |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITION: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 4B | AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ (76,764) SPECIAL EVENTS EXPENSE |
| SCHEDULE D, PART XII, LINE 2D | AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 76,764 SPECIAL EVENTS EXPENSE |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $17,300 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,435 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,706 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,822 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,573 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMAN'S WALK | Event2Nm |
| Gross Receipts Event2 | $39,954 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,051 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,903 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,763 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $670 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,099 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,505 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $28,005 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,320 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $23,685 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,438 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,374 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,302 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,077 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $85,259 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,971 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,288 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,636 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,750 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,223 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,155 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,764 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,476 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SUN HEALTH SERVICES | |||||||
| 14719 W GRAND AVE | SUPRISE | AZ | 85374 | 262957251 | 501(C)(3) | $4,253,758 | HOSPITAL EXPANSION |
| LA LOMA SENIOR LIVING | |||||||
| PO BOX 6030 | SUN CITY WEST | AZ | 85376 | 861028348 | 501(C)(3) | $250,963 | SUPPORT |
| SUN CITY WEST FOUNDATION | |||||||
| 14465 W RH JOHNSON BLVD | SUN CITY WEST | AZ | 85375 | 742358945 | 501(C)(3) | $139,688 | COMMUNITY SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 370 | RecipientCnt |
| Cash Grant | $468,977 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANTS: GRANT ASSISTANCE TO DOMESTIC ORGANIZATIONS & DOMESTIC GOVERNMENTS: SUN HEALTH FOUNDATION RAISES FUNDS TO BE USED BY OR FOR THE BENEFIT OF NONPROFIT HEALTHCARE SERVICE ORGANIZATIONS. ACCORDINGLY, SUN HEALTH FOUNDATION DISTRIBUTES FUNDS TO SUN HEALTH SERVICES TOWARDS THE CAPITAL AND OPERATING PROGRAM NEEDS FOR THE FORMER SUN HEALTH FACILITIES. RECONCILIATIONS BETWEEN SUN HEALTH SERVICES CONTRIBUTIONS AND DISTRIBUTIONS ARE MAINTAINED SPECIFYING THE USE OF FUNDS RECEIVED FROM THE SUN HEALTH FOUNDATION. GRANT AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: STUDENTS MUST FIRST SUBMIT VERIFICATION FOR THE CHARGES THEY ARE REQUESTING SUCH AS TUITION, BOOKS, FEES, ETC. THIS INCLUDES RECEIPTS AND TUITION VERIFICATION WITH FINANCIAL AID DEPARTMENTS. A MAJORITY OF THE ISSUED SCHOLARSHIPS ARE SUBMITTED DIRECTLY TO THE UNIVERSITY RATHER THAN DIRECTLY TO THE STUDENT. THE CHECKS WRITTEN FOR THE SCHOLARSHIPS ARE NOTED WITH THE SPECIFIC USE OF THE FUNDS. THE ORGANIZATION INCLUDES A COPY OF THE SCHOLARSHIP LETTER SENT TO THE STUDENT WITH THE CHECK IN THE EVENT OF ANY QUESTIONS ABOUT THE SCHOLARSHIPS AND ITS INTENDED USE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH E LA RUE | ||||||||||||||
| PRESIDENT | $0 | $401,589 | $0 | $0 | $0 | $0 | $0 | $73,700 | $0 | $17,913 | $0 | $493,202 | $0 | $0 |
| SHARON GRAMBOW | ||||||||||||||
| CFO END 3/23 | $0 | $297,862 | $0 | $0 | $0 | $30,813 | $0 | $12,077 | $0 | $11,035 | $0 | $351,787 | $0 | $0 |
| GINA ORE | ||||||||||||||
| CHIEF PHILANTHR. OFF. END 5/23 | $0 | $102,373 | $0 | $0 | $0 | $98,752 | $0 | $8,046 | $0 | $0 | $0 | $209,171 | $0 | $50,944 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. THE FOLLOWING METHODS ARE USED: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENT: THE FOLLOWING EMPLOYEE RECIEVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - GINA ORE - $27,695 |
| SCHEDULE J, PART I, LINE 4B | NONQUALIFIED RETIREMENT PLAN: SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 OR RULE OF 80 (AGE AND SERVICE EQUALS 80 OR MORE). ALL DEPOSITS ARE EMPLOYER CONTRIBUTIONS. SHOULD A PARTICIPANT VOLUNTARILY TERMINATE EMPLOYMENT PRIOR TO A DEPOSIT VESTING, THE DEPOSIT IS FORFEITED. ALL DEPOSITS ARE PAID OUT AND TAXED UPON VESTING. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS: - JOSEPH E. LA RUE - $61,500 THE FOLLOWING INDIVIDUAL PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING DISTRIBUTION WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - GINA ORE - $50,944 |
| SCHEDULE J, PART II | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT ON INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT APPROVAL, AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATIONS ARISE DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT CO INTEREST MATTERS. ANY INDIVIDUAL FOUND IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW: THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSISTS WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2021 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 1D | CONTRIBUTIONS FROM RELATED ORGANIZATIONS: SUN HEALTH SERVICES, A 501(C)(3), IN ITS ROLE AS A SUPPORTING ORGANIZATION, AGREED TO FUND THE ADMINISTRATIVE AND FUNDRAISING COSTS FOR SUN HEALTH FOUNDATION THAT ARE NECESSARY TO MEET ITS PHILANTHROPIC MISSION. THROUGH THIS GRANT, CONTRIBUTIONS TO SUN HEALTH FOUNDATION ARE ASSURED THAT ALMOST 100% OF THEIR DONATIONS ARE UTILIZED FOR THE DONOR INTENDED PURPOSE WITHOUT ANY OFFSET FOR ADMINISTRATIVE COSTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SUN HEALTH SERVICES | ||||||||||
| 14719 W GRAND AVENUE | SUPRISE | AZ | 85374 | 262967251 | SUPPORT ORG | AZ | 501(C)(3) | 12 A 1 | NA | false |
| LA LOMA SENIOR LIVING SERVICES | ||||||||||
| 14154 DENNY BLVD | LITCHFIELD PARK | AZ | 85340 | 861023848 | SENIOR LIVING | AZ | 501(C)(3) | 10 | SUN HLTH SVS | false |
| SUN HEALTH COLONNADE | ||||||||||
| 19116 COLONNADE WAY | SUPRISE | AZ | 85374 | 453137352 | SENIOR LIVING | AZ | 501(C)(3) | 10 | SUN HLTH SVS | false |
| SUN HEALTH GRANDVIEW TERRACE | ||||||||||
| 14515 W GRANITE VALLEY DR | SUN CITY WEST | AZ | 85374 | 860795477 | SENIOR LIVING | AZ | 501(C)(3) | 10 | SUN HLTH SVS | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments