HONORHEALTH FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HONORHEALTH FOUNDATION (EIN 74-2355411)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349300616
- Schema version
- 2023v5.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T02:10:40+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742355411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HONORHEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HONO | BusinessNameControlTxt |
| Phone | 4805875000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jared Langkilde | PersonNm |
| Person Title | Foundation Pres/CEO | PersonTitleTxt |
| Phone | 4805875001 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick Shields | PreparerPersonNm |
| PTIN | P01508556 | PTIN |
| Phone | 2149698000 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JARED LANGKILDE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $119,250,381 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HONORHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,606,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,228,717 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,234,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,334,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,284 | PYOtherRevenueAmt |
| CY Other Revenue | $99,848 | CYOtherRevenueAmt |
| PY Total Revenue | $90,920,062 | PYTotalRevenueAmt |
| CY Total Revenue | $29,662,835 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,704,856 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,103,537 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,278,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,367,609 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,685,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,504,693 | PYOtherExpensesAmt |
| CY Other Expenses | $2,797,079 | CYOtherExpensesAmt |
| PY Total Expenses | $45,488,449 | PYTotalExpensesAmt |
| CY Total Expenses | $35,268,225 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,431,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,605,390 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $297,000,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,405,470 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,591,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,092,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $271,409,023 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $313,313,236 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,103,537 | ExpenseAmt |
| Grant | $25,103,537 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HONORHEALTH FOUNDATION PROVIDES SUPPORT FOR HONORHEALTH PROGRAM AND CAPITAL NEEDS INCLUDING THE FOLLOWING AREAS: EXPANDING CARE FOR HEART PATIENTS HONORHEALTH HAS ASSEMBLED A WORLD-CLASS TEAM OF SPECIALISTS IN ALL AREAS OF CARDIOVASCULAR CARE WHERE PATIENTS RECEIVE COMPREHENSIVE, COMPASSIONATE, EXPERT CARE. EASING THE WAY FOR NEUROSCIENCE PATIENTS THE BOB BOVE NEUROSCIENCE INSTITUTE AT HONORHEALTH SERVES PATIENTS WITH PARKINSON'S, ALZHEIMER'S, MULTIPLE SCLEROSIS, AMYOTROPHIC LATERAL SCLEROSIS (ALS OR LOU GEHRIG'S DISEASE), STROKE, BRAIN TUMORS, BRAIN INJURIES AND MORE WITH COMPLETE, COORDINATED NEUROLOGICAL, NEUROSURGICAL AND SUPPORT SERVICES. ADVANCED CARE FOR NEWBORNS HONORHEALTH OFFERS THE ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU) IN THE NORTHEAST VALLEY AT SCOTTSDALE SHEA MEDICAL CENTER. THEIR COMPASSIONATE EXPERT TEAM PROVIDES ADVANCED CARE FOR THE HOSPITAL'S TINIEST, SICKEST PATIENTS AND THEIR PARENTS. EMERGENCY TREATMENT AND TRAUMA CARE THREE OF THE VALLEY'S EIGHT LEVEL 1 TRAUMA CENTERS ARE AT HONORHEALTH: SCOTTSDALE OSBORN, JOHN C. LINCOLN AND DEER VALLEY MEDICAL CENTERS. HIGHLY TRAINED TEAMS PROVIDE LIFE-SAVING CARE UNDER OFTEN CHALLENGING CIRCUMSTANCES. PATIENT ASSISTANCE FUND HONORHEALTH'S PATIENT ASSISTANCE FUND HELPS INPATIENTS BY COVERING CERTAIN NEEDS, INCLUDING IN-HOME SERVICES, MEDICATIONS OR MEDICAL EQUIPMENT. SAFEGUARDING PATIENTS FROM INFECTIONS WITH PHILANTHROPIC SUPPORT, HONORHEALTH EXPANDED ITS FLEET OF GERM-ZAPPING ROBOTS TO THE LARGEST IN THE NATION. THE ROBOTS REPRESENT STATE-OF-THE-ART, AUTOMATED UV RAY DISINFECTION TECHNOLOGY AND REDUCE THE RISK OF INFECTION BY KILLING MICROSCOPIC GERMS THAT MAY SURVIVE THE MANUAL CLEANING PROCESS. QUALITY EARLY CHILDHOOD EDUCATION DESERT MISSION LINCOLN LEARNING CENTER OFFERS EARLY CHILDHOOD EDUCATION CURRICULUM AND PROVIDES YOUNG CHILDREN WITH THE STRONG START THEY NEED TO SUCCEED IN SCHOOL AND LIFE. SUPPORT FOR SENIORS DESERT MISSION'S ADULT DAY HEALTH CARE PROGRAM OFFERS SERVICES DESIGNED SPECIFICALLY FOR VULNERABLE SENIORS. PARTICIPANTS ENJOY AN ACTIVE AND ENRICHING ENVIRONMENT, WHILE THEIR CAREGIVERS ARE PROVIDED A RESPITE. FOOD FOR HUNGRY FAMILIES HONORHEALTH DESERT MISSION FOOD BANK PROVIDES FRESH, NUTRITIOUS FOOD ITEMS FOR VULNERABLE FAMILIES. IN 2023 DESERT MISSION SAW A 22 PERCENT INCREASE IN THE NEED FOR EMERGENCY FOOD BOXES. COMPASSIONATE CARE FOR SEXUAL ASSAULT VICTIMS HONORHEALTH'S FORENSIC NURSE EXAMINERS TREAT PATIENTS WHO ARE VICTIMS OF INTERPERSONAL VIOLENCE WITH COMPASSIONATE CARE. THESE SPECIALLY TRAINED NURSES ALSO COLLECT MEDICAL SAMPLES AND DOCUMENT INJURIES, PROCESSING EVIDENCE FOR POTENTIAL PROSECUTION. LIFESAVING MILITARY TRAINING HONORHEALTH'S MILITARY PARTNERSHIP TRAINS MEDICAL PERSONNEL IN ALL BRANCHES OF THE MILITARY-FROM HELPING NATIONAL GUARD AND RESERVE PERSONNEL KEEP THEIR MEDICAL SKILLS SHARP, TO PREPARING NEWLY COMMISSIONED AIR FORCE NURSES FOR ACTIVE-DUTY MEDICAL SERVICE, TO PROVIDING CRITICAL CARE NURSING SKILLS TO AIR FORCE NURSES. | Desc |
| Total Program Service Expenses | $25,103,537 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | Yes (true) | 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | false | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BRADSHAW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805875007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CARTER EMERSON | ||||||||
| TRUSTEE/VICE CHAR | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES GRABER | ||||||||
| TRUSTEE/TREASURER | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE FLORKIEWICZ | ||||||||
| TRUSTEE/CHAIR | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE FLETCHER | ||||||||
| TRUSTEE/SECRETARY | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alison McAdam | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA STEINER | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| C DENNIS KNIGHT | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL MELOCIK | ||||||||
| TRUSTEE (THRU 6/30/23) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| CURT FEUER | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WATSON | ||||||||
| TRUSTEE (THRU 6/30/23) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| EK GAYLORD II | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ELIOT MINSKER | ||||||||
| TRUSTEE (THRU 6/30/23) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK LYNN | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD KATZ | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE HEBETS | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SCHLEIN | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JERRE STEAD | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LUCKING | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PIHL | ||||||||
| TRUSTEE (THRU 6/30/23) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH WOLF PhD | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| LANGDON HERNDON | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE ZIRETTA | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MARY JOY STEAD | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL NICHOLAS | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MURRAY MANASTER | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY HARRIS ROBERTSON | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CALDERON | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RUSSELL | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT LAVINIA | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT TOMLINSON | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY GLASSMAN | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Sally Tryhus | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHIRMER | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Shaheen Neil | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| SHARRON LEWIS | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN O'NEILL | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN CRYSTAL | ||||||||
| TRUSTEE (THRU 6/30/23) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE MORRIS | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| TIM BARTON | ||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| TODD LAPORTE | ||||||||
| TRUSTEE/HONORHEALTH NETWORK CEO (SEE SCHEDULE O) | 1.0 | 39.0 | Yes (X) | $0 | $2,154,987 | $340,070 | ||
| JARED LANGKILDE | ||||||||
| FOUNDATION PRESIDENT/CEO | 40.0 | 0 | Yes (X) | $0 | $663,471 | $107,278 | ||
| JENNIFER M BRADSHAW | ||||||||
| Senior Vice President Finance | 40.0 | 0 | Yes (X) | $0 | $178,660 | $9,891 | ||
| ASHLEIGH LEITE | ||||||||
| SVP-MAJOR GIFTS | 40.0 | 0 | $0 | $246,275 | $37,841 | Yes (X) | ||
| BRENDA SOLOMON | ||||||||
| VP-MAJOR GIFTS | 40.0 | 0 | $0 | $222,520 | $26,378 | Yes (X) | ||
| CHAD ROHLFS | ||||||||
| VP-MAJOR GIFTS | 40.0 | 0 | $0 | $196,233 | $34,748 | Yes (X) | ||
| JOANNE SMITH | ||||||||
| SVP-FUNDRAISING DVLPMNT | 40.0 | 0 | $0 | $278,246 | $24,150 | Yes (X) | ||
| PATRICIA ELDER | ||||||||
| VP-PLANNED GIVING | 40.0 | 0 | $0 | $204,651 | $33,163 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,145,043 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $613,519 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VESEY STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGT SVCS | ServicesDesc |
| Compensation | $933,628 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,047,199 | FundraisingAmt |
| Related Organizations | $9,999,997 | RelatedOrganizationsAmt |
| Government Grants | $170,934 | GovernmentGrantsAmt |
| All Other Contributions | $11,010,587 | AllOtherContributionsAmt |
| Noncash Contributions | $3,395,704 | NoncashContributionsAmt |
| Total Contributions | $25,228,717 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,837,968 | TotalRevenueColumnAmt |
| Exclusion | $6,837,968 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,230,403 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,734,101 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,503,698 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,503,698 | TotalRevenueColumnAmt |
| Exclusion | -$2,503,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $950,656 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,047,199 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $853,445 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,211 | TotalRevenueColumnAmt |
| Exclusion | $97,211 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,637 | TotalRevenueColumnAmt |
| Exclusion | $2,637 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,637 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,662,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,434,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,103,537 | TotalAmt |
| Program Services | $25,103,537 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,300 | TotalAmt |
| Management And General | $959,300 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,651,799 | TotalAmt |
| Management And General | $1,299,914 | ManagementAndGeneralAmt |
| Fundraising | $4,351,885 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,171 | TotalAmt |
| Management And General | $75,709 | ManagementAndGeneralAmt |
| Fundraising | $253,462 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,339 | TotalAmt |
| Management And General | $98,288 | ManagementAndGeneralAmt |
| Fundraising | $329,051 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,628 | TotalAmt |
| Management And General | $933,628 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,695 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22,043 | ManagementAndGeneralAmt |
| Fundraising | $161,652 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,409 | TotalAmt |
| Management And General | $34,969 | ManagementAndGeneralAmt |
| Fundraising | $256,440 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,343 | TotalAmt |
| Management And General | $11,801 | ManagementAndGeneralAmt |
| Fundraising | $86,542 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,104 | TotalAmt |
| Management And General | $15,013 | ManagementAndGeneralAmt |
| Fundraising | $110,091 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,350 | TotalAmt |
| Management And General | $7,362 | ManagementAndGeneralAmt |
| Fundraising | $53,988 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69 | TotalAmt |
| Management And General | $8 | ManagementAndGeneralAmt |
| Fundraising | $61 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DONOR OUTREACH | $544,271 | $544,271 | |
| ANNUAL GIVING | $384,187 | $384,187 | |
| RECRUITING | $57,661 | $50,742 | $6,919 |
| Dues and Subscriptions | $5,234 | $4,606 | $628 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,128 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,455 | ManagementAndGeneralAmt |
| Fundraising | $98,673 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,268,225 | TotalAmt |
| Program Services | $25,103,537 | ProgramServicesAmt |
| Management And General | $3,479,037 | ManagementAndGeneralAmt |
| Fundraising | $6,685,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,036 | BOYAmt |
| EOY | $1,195,602 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,807,879 | BOYAmt |
| EOY | $5,486,745 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,990 | BOYAmt |
| EOY | $416,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $699,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $699,387 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170 | BOYAmt |
| EOY | $101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,275,105 | BOYAmt |
| EOY | $300,273,610 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,209 | BOYAmt |
| EOY | $1,063,689 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,086,788 | BOYAmt |
| EOY | $16,969,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,000,177 | BOYAmt |
| EOY | $325,405,470 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,973 | BOYAmt |
| EOY | $268,113 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,312,417 | BOYAmt |
| EOY | $4,602,937 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,041,764 | BOYAmt |
| EOY | $7,221,184 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,591,154 | BOYAmt |
| EOY | $12,092,234 | 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 | $54,176,588 | BOYAmt |
| EOY | $83,511,016 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,232,435 | BOYAmt |
| EOY | $229,802,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,409,023 | BOYAmt |
| EOY | $313,313,236 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,000,177 | BOYAmt |
| EOY | $325,405,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,605,390 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,992,299 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,517,304 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $30,837,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,570,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,426,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,606,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,228,717 | CurrentTaxYearAmt |
| Total | $166,670,205 | 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 | $30,837,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,570,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,426,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,606,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,228,717 | CurrentTaxYearAmt |
| Total | $166,670,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,061,570 | SubstantialContributorsTotAmt |
| Public Support Total170 | $126,608,635 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,080,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,574,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,140,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,495,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,837,968 | CurrentTaxYearAmt |
| Total | $30,129,127 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $96,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,211 | CurrentTaxYearAmt |
| Total | $311,386 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,637 | CurrentTaxYearAmt |
| Total | $178,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $197,288,761 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6417 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - 54522.0, COLUMN B - 71771.0, COLUMN C - 49094.0, COLUMN D - 19.0, COLUMN E - 2637.0, COLUMN F - 178043.0; | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,654,125 | BeginningYearBalanceAmt |
| Contributions | $4,832,543 | ContributionsAmt |
| Investment Earnings Or Losses | $22,778,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,658,822 | OtherExpendituresAmt |
| End Year Balance | $197,606,797 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,808,153 | BeginningYearBalanceAmt |
| Contributions | $197,039 | ContributionsAmt |
| Investment Earnings Or Losses | -$28,800,094 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,550,973 | OtherExpendituresAmt |
| End Year Balance | $172,654,125 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,904,962 | BeginningYearBalanceAmt |
| Contributions | $1,758,524 | ContributionsAmt |
| Investment Earnings Or Losses | $23,937,564 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,792,897 | OtherExpendituresAmt |
| End Year Balance | $203,808,153 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,352,768 | BeginningYearBalanceAmt |
| Contributions | $2,209,517 | ContributionsAmt |
| Investment Earnings Or Losses | $20,134,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,791,680 | OtherExpendituresAmt |
| End Year Balance | $186,904,962 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,856,810 | BeginningYearBalanceAmt |
| Contributions | $10,162,468 | ContributionsAmt |
| Investment Earnings Or Losses | $24,722,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,389,093 | OtherExpendituresAmt |
| End Year Balance | $169,352,768 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $329,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $329,408 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $370,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $369,979 | DepreciationAmt |
| Book Value | $101 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| Book Value | $16,969,131 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,969,131 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY | $6,658,020 |
| Other Liabiliites | $563,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,221,184 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS AT HONORHEALTH FOUNDATION SUPPORT HOSPITAL PROGRAMS, SERVICES AND SERVICE LINES. THERE ARE APPROXIMATELY 112 DIFFERENT ENDOWMENTS. EXAMPLES OF INTENDED USES INCLUDE CONTINUING EDUCATION, NEUROSCIENCES, ONCOLOGY, CLINICAL RESEARCH, COMMUNITY OUTREACH, SOCIAL SERVICES, EQUIPMENT, EMERGENCY AND TRAUMA SERVICES. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Company calculates income taxes using the liability method, under which deferred tax assets and liabilities are determined based upon the differences between the financial accounting and tax basis of assets and liabilities. The Company recognizes the tax benefit from uncertain tax positions, only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Company annually reviews its uncertain tax positions, and based on this review, has not recorded any expense or accrued for any uncertain tax positions as of December 31, 2023 or 2022. The statute of limitations for tax returns filed for years 2020 through 2023 remain open in U.S. tax jurisdictions in which the Company is subject to taxation. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $781,460 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $781,460 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $781,460 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HONOR BALL | Event1Nm |
| Gross Receipts Event1 | $3,872,069 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,353,791 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $518,278 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $242,667 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $94,846 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $180,765 | OtherDirectExpensesEvent1Amt |
| Event2 | PRO-AM GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $437,053 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $243,723 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $193,330 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $20,878 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $142,395 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $11,900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,854 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $688,733 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $449,685 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $239,048 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $100,322 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $55,818 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,997,855 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,047,199 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $950,656 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $20,878 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $485,384 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $106,746 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $240,437 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $853,445 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $97,211 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HONORHEALTH | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | 860181654 | 501(C)(3) | $23,475,642 | PROGRAM SUPPORT |
| DESERT MISSION INC | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | 860096941 | 501(C)(3) | $661,923 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | All grant related expense requests are submitted to the foundation via an online tracking system. Requests are reviewed and approved by the Foundation's grants accountant to ensure compliance with the grant expenditure Requirements. The Foundation Controller is required to give a second level approval prior to release of funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD LAPORTE | ||||||||||||||
| TRUSTEE/HONORHEALTH NETWORK CEO (SEE SCHEDULE O) | $0 | $1,288,788 | $0 | $706,877 | $0 | $159,322 | $0 | $316,144 | $0 | $23,926 | $0 | $2,495,057 | $0 | $143,955 |
| JENNIFER M BRADSHAW | ||||||||||||||
| Senior Vice President Finance | $0 | $165,816 | $0 | $12,116 | $0 | $729 | $0 | $6,758 | $0 | $3,133 | $0 | $188,551 | $0 | $0 |
| JARED LANGKILDE | ||||||||||||||
| FOUNDATION PRESIDENT/CEO | $0 | $446,241 | $0 | $165,807 | $0 | $51,423 | $0 | $88,092 | $0 | $19,186 | $0 | $770,750 | $0 | $46,390 |
| PATRICIA ELDER | ||||||||||||||
| VP-PLANNED GIVING | $0 | $180,386 | $0 | $18,013 | $0 | $6,252 | $6,833 | $0 | $26,330 | $0 | $33,163 | $204,651 | $0 | $0 |
| ASHLEIGH LEITE | ||||||||||||||
| SVP-MAJOR GIFTS | $0 | $209,213 | $0 | $35,481 | $0 | $1,582 | $0 | $7,033 | $0 | $30,808 | $0 | $284,116 | $0 | $0 |
| CHAD ROHLFS | ||||||||||||||
| VP-MAJOR GIFTS | $0 | $174,754 | $0 | $16,958 | $0 | $4,521 | $0 | $7,324 | $0 | $27,424 | $0 | $230,981 | $0 | $0 |
| JOANNE SMITH | ||||||||||||||
| SVP-FUNDRAISING DVLPMNT | $0 | $241,426 | $0 | $33,643 | $0 | $3,177 | $0 | $10,135 | $0 | $14,015 | $0 | $302,396 | $0 | $0 |
| BRENDA SOLOMON | ||||||||||||||
| VP-MAJOR GIFTS | $0 | $202,144 | $0 | $18,709 | $0 | $1,667 | $0 | $8,187 | $0 | $18,191 | $0 | $248,898 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE FILING ORGANIZATION, HONORHEALTH FOUNDATION, DOES NOT COMPENSATE OR PROVIDE BENEFITS. ALL COMPENSATION AND BENEFITS ARE DETERMINED AND PAID BY HONORHEALTH, A RELATED TAX EXEMPT ORGANIZATION. HONORHEALTH'S COMPENSATION PROCESS USED THE FOLLOWING METHODS: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | HONORHEALTH OFFERS CERTAIN EXECUTIVES A NON QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF HONORHEALTH. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT, INCLUDING TAX DEFERRED CONTRIBUTIONS AND EARNINGS. THE FOLLOWING INDIVIDUAL EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THIS AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES. ANY PORTION OF THE DISTRIBUTION THAT WAS PREVIOUSLY REPORTED ON A PRIOR 990 AS DEFERRED HAS BEEN REPORTED IN COLUMN (F). TODD LAPORTE $143,955 JARED LANGKILDE: $46,390 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 46 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,025,704 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $370,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I EXPLANATION OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SECURITIES - PUBLICLY TRADED - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). Real estate - Residential - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a PART V, LINE 2A AND PART VII, SEC A, AND PART IX | HONORHEALTH FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COST OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH HONORHEALTH, A RELATED TAX-EXEMPT ORGANIZATION. |
| Form 990, Part VI, Line 1a PART VI, LINE 1A | THERE IS AN EXECUTIVE & FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE-CHAIRMAN, PRESIDENT, SECRETARY, TREASURER, AND THE CHAIRMAN OF ALL STANDING COMMITTEES. THE CHAIRMAN OF THE BOARD MAY APPOINT UP TO TWO AT LARGE MEMBERS TO THE EXECUTIVE & FINANCE COMMITTEE. THE EXECUTIVE & FINANCE COMMITTEE SHALL MEET ON AN AS-NEEDED BASIS AND SHALL HAVE THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES. THE EXECUTIVE & FINANCE COMMITTEE, WHICH MAY BE CONVENED ON ANY TYPE OF NOTICE, MAY ACT FOR THE BOARD WHEN ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS IS REQUIRED. TYPICALLY, THE EXECUTIVE & FINANCE COMMITTEE MEETS TO BRING RECOMMENDATIONS TO THE FOUNDATION BOARD OF TRUSTEES. |
| Form 990, Part VI, Line 15 PART VI, LINES 15A AND 15B | THE PRESIDENT OF HONORHEALTH FOUNDATION IS COMPENSATED BY HONORHEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE PROCESS DESCRIBED BELOW IS THAT OF HONORHEALTH. An executive compensation consultant conducts detailed market analysis for executive cash compensation. The consultant utilizes available published healthcare survey sources. Executive positions, like the position of President of the HonorHealth Foundation, are matched to Appropriate survey positions based on job content, duties and scope of responsibility. Survey data is matched from organizations of similar size and scope. Results of the study are shared with the board for approval. The study was last completed in 2023. HonorHealth's CEO serves on the Executive Compensation Committee. In direct consultation with the overall Committee, HonorHealth's CEO annually determines officer and key employee compensation, including compensation of the President of the HonorHealth Foundation, using data provided by the compensation consultant. Discussion of recommended compensation adjustments is documented in the Executive Compensation Committee minutes. Impacted individuals are not present during the discussion and are not involved in the process. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | HONORHEALTH FOUNDATION DOES NOT HAVE ANY MEMBERS UNDER STATE LAW. HOWEVER, USING THE IRS DEFINITION OF A MEMBER, HONORHEALTH IS CONSIDERED A MEMBER OF HONORHEALTH FOUNDATION DUE TO ITS ABILITY TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY OF THE FOUNDATION AND THE REQUIREMENT THAT THE HONORHEALTH BOARD RATIFY FOUNDATION TRUSTEES ELECTED BY THE FOUNDATION BOARD. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE CEO OF HONORHEALTH, SHALL AUTOMATICALLY, UPON ASSUMPTION OF SUCH OFFICE, BECOME AN EX-OFFICIO TRUSTEE OF THE FOUNDATION WITH FULL VOTING POWER DURING THE CEO'S TENURE IN OFFICE. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | WHILE THE FOUNDATION IS AN INDEPENDENT CORPORATION, IT IS IMPORTANT THAT ITS PLANS AND ACTIONS BE COORDINATED WITH HONORHEALTH. TO ACCOMPLISH THIS COORDINATION, THE FOLLOWING MUST TAKE PLACE: (A) ANNUAL PLAN. PRIOR TO THE BEGINNING OF EACH FISCAL YEAR, THE ANNUAL PLAN OF THE FOUNDATION MUST BE SUBMITTED TO THE CEO OF HONORHEALTH OR DESIGNEE FOR REVIEW AND APPROVAL. THIS ANNUAL PLAN SHALL CONSIST OF: (1) THE MANAGEMENT PLAN - DESCRIBING THE MAJOR OBJECTIVES AND NEW ACTIVITIES PLANNED DURING THE YEAR. (2) THE OPERATING BUDGET - DESCRIBING THE SPECIFIC COSTS OF CARRYING OUT THE MANAGEMENT PLAN AND OPERATING THE ORGANIZATION DURING THE YEAR. HONORHEALTH'S APPROVAL FOR THIS ANNUAL PLAN SHALL BE REQUIRED BEFORE ANY FUNDS ARE EXPENDED BY THE FOUNDATION. (B) DEVIATIONS FROM THE ANNUAL PLAN SHALL REQUIRE PRIOR APPROVAL OF HONORHEALTH. SPECIFICALLY, APPROVAL IS REQUIRED FOR ANY UNBUDGETED ACTION THAT WILL RESULT IN A CHANGE IN THE OPERATING BUDGET BY A SUBSTANTIAL AMOUNT DURING A ONE-YEAR PERIOD. (C) FINANCIAL REPORTING. THE FOUNDATION'S FISCAL YEAR SHALL CORRESPOND WITH THE FISCAL YEAR OF HONORHEALTH. FINANCIAL REPORTS AND THE ANNUAL AUDIT OF THE FOUNDATION SHALL BE SUBMITTED TO HONORHEALTH FOR FINAL REVIEW AND APPROVAL. (D) SUBSTANTIAL ACTION. THE TRUSTEES OF THE FOUNDATION SHALL TAKE NO "SUBSTANTIAL ACTION" WITHOUT APPROVAL OF HONORHEALTH. THE TERM "SUBSTANTIAL ACTION" AS USED IN THIS SECTION SHALL MEAN THE FOLLOWING: (1) REMOVING OR HIRING AN EXECUTIVE ABOVE THE VICE-PRESIDENT LEVEL. (2) REPEALING, ALTERING, AMENDING OR RESTATING THESE BY-LAWS OR THE FOUNDATION'S ARTICLES OF INCORPORATION. (3) MERGING WITH ANOTHER CORPORATION OR ENTITY. (4) DISSOLVING THE FOUNDATION. (5) GUARANTEEING THE OBLIGATIONS OF ANOTHER ENTITY OR INDIVIDUAL. (6) SELLING OR TRANSFERRING ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION. (E) FAILURE TO COMPLY. ANY ACTIONS TAKEN BY THE FOUNDATION'S TRUSTEES THAT FALL OUTSIDE OF THE CONDITIONS STIPULATED IN THIS ARTICLE WILL BE NULL AND VOID. ANY WAIVER BY HONORHEALTH OF ITS RIGHTS OR APPROVAL UNDER THIS ARTICLE SHALL NOT CONSTITUTE A WAIVER OF THE REQUIREMENT OF APPROVAL ON ANY FUTURE ACTIONS REQUIRING SUCH APPROVAL. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING, BUT NOT LIMITED TO, HUMAN RESOURCES, PAYROLL, AND THE LEGAL DEPARTMENT. AN ACCOUNTING FIRM REVIEWS THE INFORMATION AND PREPARES A DRAFT OF THE FORM 990. THE DRAFT 990 IS THEN REVIEWED BY HONORHEALTH'S DIRECTOR OF TAX, CHIEF FINANCIAL OFFICER, NETWORK CONTROLLER, VP of Treasury and Investments, GENERAL COUNSEL, AND THE FOUNDATION'S PRESIDENT. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT. PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES OF HONORHEALTH FOUNDATION. |
| Form 990, Part VI, Line 12c Conflict of interest policy | HONORHEALTH, ON BEHALF OF THE HONORHEALTH FOUNDATION, MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH EDUCATION AND ANNUAL/ONGOING REPORTING. Directors, officers and key employees are among the individuals required to annually review HonorHealth's Conflict of Interest Policy and complete an annual disclosure statement. The Audit & Compliance department oversees the review of all reported disclosures annually to determine if an actual or perceived conflict exists. Additional information is requested from the disclosing party as necessary. HonorHealth's General Counsel is consulted when possible conflicts are identified. If the reported disclosure can be managed in such a way that a conflict of interest does not present itself, the Audit & Compliance department will derive a management plan which is shared with and agreed upon by the disclosing party. If the reported disclosure cannot be managed in such a way to avoid a conflict, the Audit & Compliance department will discuss options for addressing the conflict with HonorHealth's General Counsel. Possible actions include discontinuance of relationship with HonorHealth, removal from committees, removal from specific employment role, or the termination of a contractual agreement. The Nominating and Governance Committee of the HonorHealth Board receives an annual summary of all disclosed potential or actual conflicts to ensure they have been reviewed and processed in accordance with the HonorHealth Conflict of Interest Policy. |
| Form 990, Part VI, Line 19 Required documents available to the public | PERTINENT HONORHEALTH FOUNDATION POLICIES, DOCUMENTS & FINANCIAL REPORTS INCLUDING IRS FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION OFFICE: 8125 N. HAYDEN ROAD, SCOTTSDALE ARIZONA 85258, DURING NORMAL BUSINESS HOURS WHICH ARE 8:00 AM TILL 5:00 PM MST, MONDAY THROUGH FRIDAY. WRITTEN OR E-MAIL REQUESTS SHOULD BE SUBMITTED TO JENNIFER BRADSHAW AT THE ADDRESS LISTED ABOVE OR AT JBRADSHAW@HONORHEALTH.COM. |
| Form 990, Part VII, Section A, Line 1a | Todd LaPorte is the CEO of HonorHealth, a related 501(c)(3) nonprofit Healthcare Organization that employs nearly 13,000 individuals and operates SIX ACUTE-CARE HOSPITALS, ONE SURGICAL SPECIALTY CENTER, ONE REHABILITATION HOSPITAL, Eight EMERGENCY DEPARTMENTS, AND THREE LEVEL I TRAUMA CENTERS. The compensation disclosed on Part VII is for services provided to the Health System and not the Foundation. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Other changes in NA - 14517304; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HONORHEALTH FOUNDATION HOLDINGS LLC | |||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 934184158 | REAL ESTATE | AZ | $0 | $10,000 | FOUNDATION |
| HONORHEALTH FOUNDATIONS BROADWAY AVE LLC | |||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 934198357 | REAL ESTATE | AZ | $370,000 | $380,000 | HH FDN HOLDINGS |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HONORHEALTH | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860181654 | HEALTHCARE | AZ | 501(c)(3) | 3 | NA | false |
| HONORHEALTH AMBULATORY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735850 | HEALTHCARE | AZ | 501(c)(3) | 10 | HH | Yes (true) |
| DESERT MISSION INC | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860096941 | COMMUNITY SVC | AZ | 501(c)(3) | 7 | HH | Yes (true) |
| HONORHEALTH RESEARCH & INNOVATION INSTITUTE | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 853112219 | MEDICAL RESEARCH | AZ | 501(c)(3) | 4 | HH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| INTUITIVE HEALTH OF MARICOPA COUNTY LLC | ||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 843786668 | HEALTHCARE | DE | NA | N/A |
| GLOBALREHAB - SCOTTSDALE LLC | ||||||||
| 4714 GETTYSBURG ROAD | MECHANICSBURG | PA | 17055 | 274160293 | HEALTHCARE | AZ | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|
| HONORHEALTH CAPTIVE INSURANCE EXCHANGE | ||||||||||
| CAPTIVE INS. | CJ | NA | C Corporation | Yes (true) | ||||||
| SCOTTSDALE HEALTHCARE MSO INC | ||||||||||
| MSO | NA | C Corporation | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860512895 | AZ | |
| SONORAN CROSSING OWNERS ASSOCIATION | ||||||||||
| OWNERS ASSOC | NA | C Corporation | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 463554413 | AZ | |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||
| TRUST | NA | Trust | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | AZ | ||
| 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 |
| Div Related Organization | false | DivRelatedOrganizationInd |
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT MISSION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $661,923 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Comments