HEALTHNETWORK FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHNETWORK FOUNDATION (EIN 04-3804600)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349302516
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:34:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341736265 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAMER SHORE & ZWICK CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23775 COMMERCE PARK RD STE 1 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043804600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHNETWORK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA HEALTH NET FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4402641922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HERCHEK | PersonNm |
| Person Title | CHIEF OPERATING OFF | PersonTitleTxt |
| Phone | 4402641922 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | HERCHEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER A BOLBACH | PreparerPersonNm |
| PTIN | P00847009 | PTIN |
| Phone | 2167658110 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA HERCHEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,688,718 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHNETWORKFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HEALTH NETWORK HELPS MEMBERS FIND APPROPRIATE MEDICAL INSTITUTIONS FOR THE MEMBERS' PARTICULAR NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,816,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,541,738 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $870,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,637,773 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,687,275 | PYTotalRevenueAmt |
| CY Total Revenue | $11,179,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $624,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $646,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,989,392 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,230,129 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $859,139 | PYOtherExpensesAmt |
| CY Other Expenses | $1,106,961 | CYOtherExpensesAmt |
| PY Total Expenses | $3,473,031 | PYTotalExpensesAmt |
| CY Total Expenses | $3,983,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,214,244 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,196,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,558,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,753,268 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,912,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,022,391 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,645,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,730,877 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECTING CEO'S AND ENTREPRENEURS WITH LEADING HOSPITALS TO PROVIDE THE BEST ACCESS TO WORLD CLASS CARE AND INCREASE PHILANTHROPIC FUNDING FOR MEDICAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,104,942 | ExpenseAmt |
| Grant | $646,000 | GrantAmt |
| Desc | ASSISTANCE PROVIDED TO MEMBERS TO HELP THEM FIND THE MEDICAL INSTITUTIONS THAT FIT THEIR PARTICULAR NEEDS. | Desc |
| Total Program Service Expenses | $3,104,942 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | 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 | false | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HERCHEK | PersonNm |
| Phone | 4402641922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MEGAN FRANKEL | ||||||
| PRESIDENT | 40.00 | Yes (X) | $231,350 | $0 | $4,627 | |
| KIM KOTORA | ||||||
| VICE PRESIDE | 40.00 | Yes (X) | $205,150 | $0 | $4,103 | |
| LISA HERCHEK | ||||||
| CHIEF OPERAT | 40.00 | Yes (X) | $195,150 | $0 | $12,018 | |
| WILLIAM BABCOX | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TONY BUSA | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DWIGHT CORNING | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR BERNARDO FERNANDEZ | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSH GUTMAN | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BILL KRUL | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATRICIA MCCOLLUM | ||||||
| ADVISOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM W ROWLEY | ||||||
| CHAIRMAN | 30.00 | $0 | $0 | $0 | Yes (X) | |
| BROCK STEERE | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| F WILLIAM STEERE | ||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $631,650 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $20,748 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $1,016,785 | MembershipDuesAmt |
| All Other Contributions | $6,524,953 | AllOtherContributionsAmt |
| Total Contributions | $7,541,738 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $763,143 | TotalRevenueColumnAmt |
| Exclusion | $763,143 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,383,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,485,101 | SecuritiesAmt |
| Other | $24,106 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,898,736 | SecuritiesAmt |
| Other | -$24,106 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,874,630 | TotalRevenueColumnAmt |
| Exclusion | $2,874,630 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,179,511 | TotalRevenueColumnAmt |
| Exclusion | $3,637,773 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,000 | TotalAmt |
| Program Services | $646,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,398 | TotalAmt |
| Program Services | $521,919 | ProgramServicesAmt |
| Management And General | $130,479 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,841 | TotalAmt |
| Program Services | $1,042,273 | ProgramServicesAmt |
| Management And General | $260,568 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,070 | TotalAmt |
| Program Services | $35,256 | ProgramServicesAmt |
| Management And General | $8,814 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,852 | TotalAmt |
| Program Services | $87,082 | ProgramServicesAmt |
| Management And General | $21,770 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,968 | TotalAmt |
| Program Services | $97,085 | ProgramServicesAmt |
| Management And General | $24,883 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,906 | TotalAmt |
| Management And General | $5,906 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Management And General | $2,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,946 | TotalAmt |
| Management And General | $255,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,376 | TotalAmt |
| Program Services | $35,376 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,394 | TotalAmt |
| Program Services | $176,394 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,904 | TotalAmt |
| Program Services | $184,211 | ProgramServicesAmt |
| Management And General | $50,693 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,275 | TotalAmt |
| Program Services | $21,020 | ProgramServicesAmt |
| Management And General | $5,255 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,335 | TotalAmt |
| Program Services | $51,801 | ProgramServicesAmt |
| Management And General | $34,534 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,323 | TotalAmt |
| Program Services | $74,991 | ProgramServicesAmt |
| Management And General | $8,332 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,827 | TotalAmt |
| Program Services | $8,331 | ProgramServicesAmt |
| Management And General | $12,496 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,310 | TotalAmt |
| Program Services | $18,786 | ProgramServicesAmt |
| Management And General | $12,524 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,651 | TotalAmt |
| Program Services | $2,130 | ProgramServicesAmt |
| Management And General | $8,521 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CREDIT CARD & BANK FEES | $72,499 | $72,499 | |
| ADMIN & ACT SUPPORT | $24,395 | $4,879 | $19,516 |
| ALLIANCE DEVELOPMENT | $21,489 | $17,191 | $4,298 |
| RECRUITMENT | $5,483 | $5,483 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,648 | TotalAmt |
| Program Services | $7,718 | ProgramServicesAmt |
| Management And General | $5,930 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,983,090 | TotalAmt |
| Program Services | $3,104,942 | ProgramServicesAmt |
| Management And General | $878,148 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,988 | BOYAmt |
| EOY | $246,428 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,678 | BOYAmt |
| EOY | $536,765 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,134 | BOYAmt |
| EOY | $7,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $574,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $453,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,557 | BOYAmt |
| EOY | $121,134 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,507,154 | BOYAmt |
| EOY | $47,841,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,558,511 | BOYAmt |
| EOY | $48,753,268 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,394 | BOYAmt |
| EOY | $251,550 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,667,605 | BOYAmt |
| EOY | $2,770,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912,999 | BOYAmt |
| EOY | $3,022,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,645,512 | BOYAmt |
| EOY | $45,730,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,645,512 | BOYAmt |
| EOY | $45,730,877 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,558,511 | BOYAmt |
| EOY | $48,753,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,196,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,888,944 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,172,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,464,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,816,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,541,737 | CurrentTaxYearAmt |
| Total | $28,983,681 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,172,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,464,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,816,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,541,737 | CurrentTaxYearAmt |
| Total | $28,983,681 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,759 | CurrentTaxYearAmt |
| Total | $430,382 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,759 | CurrentTaxYearAmt |
| Total | $430,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,553,299 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $692,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,143 | CurrentTaxYearAmt |
| Total | $2,833,044 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $692,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,143 | CurrentTaxYearAmt |
| Total | $2,833,044 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,390,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,566,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,045,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,509,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,304,880 | CurrentTaxYearAmt |
| Total | $31,816,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89270 | PublicSupportPY509Pct |
| Investment Income CY | 0.09000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,896 | DepreciationAmt |
| Book Value | $62,371 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $493,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $444,660 | DepreciationAmt |
| Book Value | $49,223 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,280 | DepreciationAmt |
| Book Value | $9,540 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $121,134 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CINCINNATI MEDICAL | |||||||||
| CENTER | 3200 BURNETT AVE | CINCINNATI | OH | 45299 | 311479038 | 501C3 | $29,000 | FMV | GENERAL SUPPORT |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501C3 | $15,000 | FMV | GENERAL SUPPORT | |
| CHRIST HOSPITAL HEALTH NETWORK | |||||||||
| 2139 AUBURN AVE | CINCINNATI | OH | 45219 | 310538525 | 501C3 | $58,000 | FMV | GENERAL SUPPORT | |
| BAPTIST HEALTH SOUTH FLORIDA INC | |||||||||
| 1575 SAN IGNACIO AVE STE 406 | CORAL GABLES | FL | 33143 | 650267668 | 501C3 | $50,000 | FMV | GENERAL SUPPORT | |
| PENN MEDICINE | |||||||||
| 7133 ROOSEVELT BLVD | PHILADELPHIA | PA | 19149 | 311538725 | 501C3 | $50,000 | FMV | GENERAL SUPPORT | |
| TAMPA GENERAL HOSPITAL FOUNDATION | |||||||||
| 1 TAMPA GENERAL CIRCLE SUITE G 106 | TAMPA | FL | 33606 | 237354477 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| NICKLAUS CHILDREN'S HEALTH SYSTEM | |||||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | 571154352 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 231352166 | 501C3 | $12,500 | FMV | GENERAL SUPPORT | |
| CEDARS SINAI MEDICAL CENTER | |||||||||
| 8700 BEVERLY BLVD | LOS ANGELS | CA | 90048 | 951644600 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| UNIVERSITY OF CHICAGO MEDICINE | |||||||||
| 5841 S MARYLAN AVE | CHICAGO | IL | 60637 | 363488183 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| LIDNER CENTER OF HOPE | |||||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | 134343743 | 501C3 | $29,000 | FMV | GENERAL SUPPORT | |
| UNIVERSITY OF KANSAS HEALTH SYSTEM | |||||||||
| 400 CAMBRIDGE STREET | KANSAS CITY | KS | 66160 | 481108830 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 452293039 | 310833936 | 501C3 | $29,000 | FMV | GENERAL SUPPORT | |
| JOHNS HOPKINS | |||||||||
| 601 N CAROLINE STREET STE 1080 | BALTIMORE | MD | 21287 | 521465301 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| HACKENSACK MERIDIAN HEALTH | |||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 221487576 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| UNIVERSITY HOSPITALS | |||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | 340714775 | 501C3 | $50,000 | FMV | GENERAL SUPPORT | |
| VARIOUS GRANTS UNDER 5000 PER | |||||||||
| 501C3 | $148,500 | ||||||||
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| MEGAN FRANKEL | |||
| PRESIDENT | $231,350 | $4,627 | $235,977 |
| KIM KOTORA | |||
| VICE PRESIDENT | $205,150 | $4,103 | $209,253 |
| LISA HERCHEK | |||
| CHIEF OPERATING OFF | $195,150 | $12,018 | $207,168 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | OCCASIONALLY, OFFICERS/DIRECTORS MAY PURCHASE THEIR OWN CHARTER FLIGHTS FOR CONDUCTING ACTIVITIES ON BEHALF OF HNS. IN SUCH CASES, THEY ARE REIMBURSED THE COST OF ANY ECONOMY CLASS TICKET FOR THEMSELVES AND ANY OTHER EMPLOYEES OR DIRECTORS WHO ARE REQUIRED TO ATTEND SUCH ACTIVITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | PATRICIA MCCOLLUM WILLIAM ROWLEY TRUSTEE CHAIRMAN DAUGHTER |
| FORM 990, PAGE 6, PART VI, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CO-PRESIDENTS REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CHIEF OPERATING OFFICER. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FORM 990 IS ALSO ON WWW.GUIDESTAR.ORG. |
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