VIRTUA HEALTH FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIRTUA HEALTH FOUNDATION INC (EIN 04-3722352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349305258
- Schema version
- 2019v5.1
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T16:01:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST STE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043722352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRTUA HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRT | BusinessNameControlTxt |
| Phone | 8563550620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 W STOW ROAD SUITE 8 | AddressLine1Txt |
| City | MARLTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080533427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS W PULLIN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8563550040 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSLEE ARMSTRONG | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.184.45.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:06:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0851679B825B13AFE13AAF63909323F8065A9E0A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS W PULLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 LIPPINCOTT DR 4/FLR | AddressLine1Txt |
| City | MARLTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,756,462 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATION.VIRTUA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,223,723 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,784,554 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,591,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,824,204 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$125,072 | PYOtherRevenueAmt |
| CY Other Revenue | -$126,706 | CYOtherRevenueAmt |
| PY Total Revenue | $4,689,732 | PYTotalRevenueAmt |
| CY Total Revenue | $9,482,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,812,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,313,203 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,154,311 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,349,802 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $39,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $641,019 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $826,175 | PYOtherExpensesAmt |
| CY Other Expenses | $750,006 | CYOtherExpensesAmt |
| PY Total Expenses | $5,793,421 | PYTotalExpensesAmt |
| CY Total Expenses | $5,452,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,103,689 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,029,541 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,366,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,418,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,874,274 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,042,802 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,492,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,375,650 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,506,669 | ExpenseAmt |
| Grant | $1,506,669 | GrantAmt |
| Desc | VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA HEALTH, INC. A RELATED ENTITY. THESE FUNDS WILL BE USED TOWARD PROGRAMS OF EXCELLENCE WITHIN VIRTUA. VIRTUA FOUNDATION AND OUR PARTNERS IN THE COMMUNITY RAISE FUNDS TO SUPPORT THE PROGRAMS AND SERVICES FAMILIES RELY ON AT VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM DEDICATED TO HELPING YOU BE WELL, GET WELL AND STAY WELL. VIRTUA FOUNDATION BELIEVES THAT BY WORKING TOGETHER THROUGH ACTS OF KINDNESS AND GENEROSITY, WE CAN ENSURE THAT EVERY MEMBER OF OUR COMMUNITY HAS ACCESS TO TOP-QUALITY HEALTH CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $837,817 | ExpenseAmt |
| Grant | $837,817 | GrantAmt |
| Desc | VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA-WEST JERSEY HEALTH SYSTEM, A RELATED ENTITY. THESE FUNDS WILL BE USED FOR PATIENT CARE AND NEW MEDICAL EQUIPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $824,543 | ExpenseAmt |
| Grant | $824,543 | GrantAmt |
| Desc | VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA-MEMORIAL HOSPITAL, A RELATED ENTITY. THESE FUNDS WILL BE USED FOR PATIENT CARE, NEW MEDICAL EQUIPMENT AND RENOVATIONS TO THE HOSPITAL BUILDING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $961,912 | ExpenseAmt |
| Grant | $144,174 | GrantAmt |
| Desc | VIRTUA HEALTH REHAB CENTER @ BERLIN (SOLICITED FUNDS)EXPENSE OF $2,021GRANT OF $2,021VIRTUA HEALTH REHAB CENTER @ MT. HOLLY (SOLICITED FUNDS)EXPENSE OF $2,407GRANT OF $2,407VIRTUA MEDICAL GROUP (SOLICITED FUNDS)EXPENSE OF $10,799GRANT OF $10,799HUMANITARIAN GRANTS: GRANTS GIVEN TO EMPLOYEES IN TIMES OF DESPAIR.EXPENSE OF $65,337GRANT OF $65,337CONTINUING MEDICAL EDUCATION: FUNDS COLLECTED TO HELP OFFSET THE COST OF CME FOR DOCTORS AND NURSES.EXPENSE OF $17,947GRANT OF $17,947NURSING SCHOLARSHIPSEXPENSE OF $937GRANT OF $937FOUNDATION GRANTSEXPENSE OF $44,726GRANT OF $44,726HOSPITAL RELATED: VARIOUS PROGRAMSEXPENSE OF $817,738 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $961,912 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $144,174 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,130,941 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M SEGIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8563550620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 LIPPINCOTT DR 4/FLR | AddressLine1Txt |
| City | MARLTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DENNIS W PULLIN | |||||||||
| PRESIDENT/CEO | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $1,838,119 | $55,750 | ||
| ROBERT M SEGIN | |||||||||
| EVP/CFO | 1.00 | 53.00 | Yes (X) | $0 | $882,361 | $55,521 | |||
| ANTHONY G SAUERWEIN MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 40.00 | Yes (X) | $0 | $708,923 | $40,653 | |||
| RANDOLPH B DEGER MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 40.00 | Yes (X) | $0 | $524,498 | $28,939 | |||
| SARAH FAWCETT-LEE | |||||||||
| SVP OF FOUNDATION | 40.00 | 1.00 | $293,791 | $0 | $42,881 | Yes (X) | |||
| MARY FRANCES CAMPAGNOLO MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 41.00 | Yes (X) | $0 | $240,992 | $21,400 | |||
| DIA R WILLIAMS ADAMS | |||||||||
| DIRECTOR OF OPERATIONS | 40.00 | 0.00 | $125,789 | $0 | $33,214 | Yes (X) | |||
| TRACY H CARTER | |||||||||
| MAJOR GIFTS OFFICER | 40.00 | 0.00 | $100,250 | $0 | $46,782 | Yes (X) | |||
| JOHN J PARKER | |||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMIEN GHEE | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SILPE ESQ | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KINDLICK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARQUES COLSTON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER D'ANTONIO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GILLESPIE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MELANIE GRANT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HYLAND ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE KOZUB | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK KRAMER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LAPROCIDO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS MANNING ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY MARTINEZ MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE O'NEIL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA O'BRIEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT PLATZER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL ROSS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG TURNER DO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER WARREN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SILCOX END DATE 1019 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH LYNCH END DATE 419 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $519,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,194,893 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL INVESTMENTS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 SECOND AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT FEES | ServicesDesc |
| Compensation | $277,210 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,061,432 | FundraisingAmt |
| Related Organizations | $65,337 | RelatedOrganizationsAmt |
| All Other Contributions | $3,657,785 | AllOtherContributionsAmt |
| Noncash Contributions | $16,772 | NoncashContributionsAmt |
| Total Contributions | $4,784,554 | TotalContributionsAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,597,205 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $773,001 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,824,204 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,824,204 | TotalRevenueColumnAmt |
| Exclusion | $4,824,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $316,128 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,061,432 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $473,579 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$157,451 | TotalRevenueColumnAmt |
| Exclusion | -$157,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $58,575 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $27,830 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,745 | TotalRevenueColumnAmt |
| Exclusion | $30,745 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,482,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,697,498 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247,866 | TotalAmt |
| Program Services | $3,247,866 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,337 | TotalAmt |
| Program Services | $65,337 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,672 | TotalAmt |
| Program Services | $60,363 | ProgramServicesAmt |
| Management And General | $215,946 | ManagementAndGeneralAmt |
| Fundraising | $60,363 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,355 | TotalAmt |
| Program Services | $258,058 | ProgramServicesAmt |
| Management And General | $265,869 | ManagementAndGeneralAmt |
| Fundraising | $200,428 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,392 | TotalAmt |
| Program Services | $11,461 | ProgramServicesAmt |
| Management And General | $12,204 | ManagementAndGeneralAmt |
| Fundraising | $11,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,998 | TotalAmt |
| Program Services | $57,848 | ProgramServicesAmt |
| Management And General | $72,963 | ManagementAndGeneralAmt |
| Fundraising | $59,187 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,385 | TotalAmt |
| Program Services | $20,527 | ProgramServicesAmt |
| Management And General | $21,856 | ManagementAndGeneralAmt |
| Fundraising | $21,002 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,500 | TotalAmt |
| Fundraising | $39,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,210 | TotalAmt |
| Program Services | $221,768 | ProgramServicesAmt |
| Management And General | $55,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,053 | TotalAmt |
| Program Services | $14,737 | ProgramServicesAmt |
| Management And General | $1,557 | ManagementAndGeneralAmt |
| Fundraising | $63,759 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559 | TotalAmt |
| Program Services | $559 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,793 | TotalAmt |
| Program Services | $57,092 | ProgramServicesAmt |
| Management And General | $12,052 | ManagementAndGeneralAmt |
| Fundraising | $168,649 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,909 | TotalAmt |
| Program Services | $32,932 | ProgramServicesAmt |
| Management And General | $10,977 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,061 | TotalAmt |
| Program Services | $6,490 | ProgramServicesAmt |
| Management And General | $2,163 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,206 | TotalAmt |
| Management And General | $6,206 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUE & SUBSCRIPTIONS | $70,013 | $68,736 | $1,277 | |
| STEWARDSHIP COSTS | $18,996 | $2,419 | $581 | $15,996 |
| EDUCATION & DEVELOPMENT | $6,206 | $4,748 | $1,458 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,452,511 | TotalAmt |
| Program Services | $4,130,941 | ProgramServicesAmt |
| Management And General | $680,551 | ManagementAndGeneralAmt |
| Fundraising | $641,019 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,082 | BOYAmt |
| EOY | $641,792 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,694,525 | BOYAmt |
| EOY | $3,032,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,521 | BOYAmt |
| EOY | $65,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $221,122 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,956 | BOYAmt |
| EOY | $18,749 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,223 | BOYAmt |
| EOY | $2,807 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,164,936 | BOYAmt |
| EOY | $79,210,071 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,459,080 | BOYAmt |
| EOY | $8,445,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,366,323 | BOYAmt |
| EOY | $91,418,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,441 | BOYAmt |
| EOY | $483,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,550 | BOYAmt |
| EOY | $142,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,121,283 | BOYAmt |
| EOY | $16,417,038 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,874,274 | BOYAmt |
| EOY | $17,042,802 | 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 | $53,502,523 | BOYAmt |
| EOY | $63,664,693 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,989,526 | BOYAmt |
| EOY | $10,710,957 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,492,049 | BOYAmt |
| EOY | $74,375,650 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,366,323 | BOYAmt |
| EOY | $91,418,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,029,541 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,548,981 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $305,079 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,723,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,839,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,276,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,223,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,784,554 | CurrentTaxYearAmt |
| Total | $21,847,709 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,723,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,839,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,276,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,223,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,784,554 | CurrentTaxYearAmt |
| Total | $21,847,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,194,368 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,653,341 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $747 | CurrentTaxYearMinus4YearsAmt |
| Total | $747 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $374,703 | CurrentTaxYearAmt |
| Total | $374,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,223,159 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,973,809 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,878,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,885,503 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $422,945 | OtherExpendituresAmt |
| Administrative Expenses | $84,870 | AdministrativeExpensesAmt |
| End Year Balance | $11,255,876 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,107,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$643,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $499,293 | OtherExpendituresAmt |
| Administrative Expenses | $85,682 | AdministrativeExpensesAmt |
| End Year Balance | $9,878,188 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,287,342 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,396,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $490,305 | OtherExpendituresAmt |
| Administrative Expenses | $86,695 | AdministrativeExpensesAmt |
| End Year Balance | $11,107,123 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,124,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $732,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $482,620 | OtherExpendituresAmt |
| Administrative Expenses | $86,995 | AdministrativeExpensesAmt |
| End Year Balance | $10,287,342 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,822,487 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$125,639 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $481,037 | OtherExpendituresAmt |
| Administrative Expenses | $91,706 | AdministrativeExpensesAmt |
| End Year Balance | $10,124,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,776 | DepreciationAmt |
| Book Value | $17,662 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,597 | DepreciationAmt |
| Book Value | $1,087 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,749 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE PLACEMENT FUND | Desc |
| Book Value | $79,210,071 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $79,210,071 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| Book Value | $8,445,371 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $8,445,371 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $16,417,038 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,417,038 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ONE BOARD DESIGNATED ENDOWMENT IS FOR THE PURPOSE OF ESTABLISHING NURSING SCHOLARSHIPS. A SECOND BOARD DESIGNATED ENDOWMENT IS INTENDED TO FUND MEDICAL EDUCATION. THE PRINCIPAL IN BOTH THE ROBERTS PERMANENT ENDOWMENT AND THE COATE PERMANENT ENDOWMENT WAS SET UP SO THAT THE INCOME FROM IT WOULD BE DISTRIBUTED TO THE FORMER MEMORIAL HOSPITAL OF BURLINGTON COUNTY. THIS HOSPITAL IS NOW KNOWN AS VIRTUA MEMORIAL, IT IS A PART OF THE VIRTUA HEALTH ORGANIZATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTISON ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 HADDONFIELD ROAD SUITE 300 | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROVIDE FUNDRAISING COUNSELING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $39,500 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $39,500 | TotalRetainedByContractorsAmt |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,111,625 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $856,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $255,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $77,665 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $205,038 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $129,125 | EntertainmentEvent1Amt |
| Event2 | VIRTUA GOLF | Event2Nm |
| Gross Receipts Event2 | $216,475 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $167,947 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,528 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $35,320 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,900 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $49,460 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,860 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,600 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $158 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $450 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,423 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $500 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $1,377,560 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,061,432 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $316,128 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $158 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $113,435 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $230,361 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $129,625 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $473,579 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$157,451 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $58,575 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $27,830 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $58,575 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $27,830 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $27,830 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $30,745 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | CHERYL KRECKEL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 LIPPINCOTT DR 4/FR | AddressLine1Txt |
| City | MARLTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | CHERYL KRECKEL | GamingManagerPersonNm |
| Gaming Manager Compensation | $5,745 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | RESPONSIBLE FOR GAMING EVENTS AS WELL AS COLLECTING MONEY, ASSISTING IN TICKET DESIGN, OBTAINING GAMING LICENSE, AND SENDING OUT MAILINGS TO PROMOTE SALES | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G PART II | VIRTUA HEALTH FOUNDATION, INC. HELD 3 EVENTS DURING THE YEAR 2019. THE EVENTS WERE TASTE OF VIRTUA, VIRTUA GOLF, AND VIRTUA GALA. |
| SCHEDULE G PART III, SECTION C | VIRTUA HEALTH FOUNDATION, INC. HELD TWO RAFFLE EVENTS DURING 2019. THEY WERE HELD FOR THE GALA AND THE VIRTUA GOLF. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| VIRTUA - MEMORIAL HOSPITAL OF BURLINGTON COUNTY | |||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210634562 | 501(C)(3) | $824,543 | PURCHASE UPGRADES TO MEDICAL EQUIPMENT AND TO ENHANCE PATIENT CARE. |
| VIRTUA - WEST JERSEY HEALTH SYSTEM | |||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210634532 | 501(C)(3) | $837,817 | PURCHASE UPGRADES TO MEDICAL EQUIPMENT AND TO ENHANCE PATIENT CARE. |
| VIRTUA HEALTH INC | |||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223524939 | 501(C)(3) | $1,506,669 | MEDICAL EDUCATION AND SUPPORT FOR VIRTUA HEALTH'S PROGRAMS OF EXCELLENCE. |
| VIRTUA MEDICAL GROUP PA | |||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 271348772 | 501(C)(3) | $10,799 | PURCHASE UPGRADES TO MEDICAL EQUIPMENT AND TO ENHANCE PATIENT CARE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HUMANITARIAN GRANTS FOR INDIVIDUAL DISASTER RELIEF, EX. HOUSE FIRES OR CATASTROPHIC ILLNESS | GrantTypeTxt |
| Recipient | 17 | RecipientCnt |
| Cash Grant | $65,337 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE DONOR DETERMINES THE RESTRICTION OF THE CONTRIBUTION, AND THE FOUNDATION MAINTAINS A BALANCE FOR EACH FUND WITHIN VIRTUA. THEREFORE, THE FOUNDATION FOLLOWS APPROPRIATE INTERNAL CONTROLS TO UPHOLD THE DONOR'S INTENT AND WORKS WITH VIRTUA SENIOR LEADERSHIP TO IDENTIFY USES THAT MEET VIRTUAS MISSION FOR THE RESTRICTED FUNDS. THE FUNDS ARE MADE AVAILABLE BY COMPLETING A REQUEST FORM AND GAINING APPROVAL BY THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS W PULLIN | ||||||||||||||
| PRESIDENT/CEO | $0 | $1,165,742 | $0 | $660,377 | $0 | $12,000 | $0 | $12,600 | $0 | $43,150 | $0 | $1,893,869 | $0 | $0 |
| ROBERT M SEGIN | ||||||||||||||
| EVP/CFO | $0 | $625,997 | $0 | $225,572 | $0 | $30,792 | $0 | $12,600 | $0 | $42,921 | $0 | $937,882 | $0 | $0 |
| ANTHONY G SAUERWEIN MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $473,811 | $0 | $216,112 | $0 | $19,000 | $0 | $12,600 | $0 | $28,053 | $0 | $749,576 | $0 | $0 |
| RANDOLPH B DEGER MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $491,864 | $0 | $32,634 | $0 | $0 | $0 | $12,600 | $0 | $16,339 | $0 | $553,437 | $0 | $0 |
| SARAH FAWCETT-LEE | ||||||||||||||
| SVP OF FOUNDATION | $250,627 | $0 | $35,202 | $0 | $7,962 | $0 | $4,495 | $0 | $38,386 | $0 | $336,672 | $0 | $0 | $0 |
| MARY FRANCES CAMPAGNOLO MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $199,826 | $0 | $31,546 | $0 | $9,620 | $0 | $6,656 | $0 | $14,744 | $0 | $262,392 | $0 | $0 |
| DIA R WILLIAMS ADAMS | ||||||||||||||
| DIRECTOR OF OPERATIONS | $114,045 | $0 | $11,744 | $0 | $0 | $0 | $6,017 | $0 | $27,197 | $0 | $159,003 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | VIRTUA HEALTH FOUNDATION, INC. ADOPTS THE POLICIES OF VIRTUA HEALTH, INC. REGARDING ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THE POLICY USES THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE VIRTUA BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | SELECT EXECUTIVES AGREED TO PARTICIPATE IN CAP-EX IN PLACE OF A TRADITIONAL SERP. SEE SCHEDULE L, PART V, FOR A BROADER DESCRIPTION. VIRTUA HEALTH, INC. (RELATED ORG.) FUNDED THIS PROGRAM. |
| PART I, LINE 7 | SOME OF THE INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED DISCRETIONARY NON-FIXED BONUS PAYMENTS FROM THE FILING ORGANIZATION, AND SOME OF THE INDIVIDUALS RECEIVED DISCRETIONARY NON-FIXED BONUS PAYMENTS FROM A RELATED ORGANIZATION, VIRTUA HEALTH, INC. (PARENT). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 10 | THE FINANCIAL STATEMENTS OF VIRTUA HEALTH FOUNDATION, INC. INCLUDE PERMANENT ENDOWMENT FUNDS THAT ARE HELD BY THE RELATED ORGANZIATION VIRTUA-MEMORIAL HOSPITAL BURLINGTON COUNTY, INC. (21-0634562). SEE ALSO SCHEDULE D, PART XIII FOR DETAILS. |
| FORM 990, PART V, LINE 1A AND PART VII, SECTION B | ALL ACCOUNTS PAYABLE TRANSACTIONS ARE PAID BY VIRTUA - WEST JERSEY HEALTH SYSTEM, INC. (21-0634532) |
| FORM 990, PART V, LINE 2A AND LINE 2B | FORM 941 IS FILED BY THE PARENT ORGANIZATION, VIRTUA HEALTH INC. (EIN 22-3524939) |
| FORM 990, PART VI, SECTION A, LINE 6 | VIRTUA HEALTH, INC. IS THE SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAKES RECOMMENDATIONS FOR NEW MEMBERSHIP AND THE VIRTUA HEALTH, INC. BOARD OF TRUSTEES GIVES THE FINAL APPROVAL. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CHAIRS OF THE VARIOUS COMMITTEES OF VIRTUA HEALTH FOUNDATION, INC. PRESENT THEIR RECOMMENDATIONS ON SIGNIFICANT MATTERS TO THE FULL VIRTUA HEALTH, INC. BOARD OF TRUSTEES FOR THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY IN-HOUSE COUNSEL, EXTERNAL TAX CONSULTANTS , AND THE BOARD OF TRUSTEES. A FINAL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | VIRTUA HEALTH FOUNDATION INC, ADOPTS THE POLICIES OF VIRTUA HEALTH INC. REGARDING MONITORING AND ENFORCING A CONFLICT-OF-INTEREST POLICY. VIRTUA HEALTH FOUNDATION REQUIRES EACH TRUSTEE, OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT IN WHICH THEY AGREE TO COMPLY WITH THE CONFLICT-OF-INTEREST POLICY. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ENSURING THAT PERIODIC REVIEWS OF OPERATIONS ARE CONDUCTED SO THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | VIRTUA HEALTH FOUNDATION INC, DOES NOT COMPENSATE ITS EXECUTIVES; BUT RATHER, THE EXECUTIVES RECEIVE COMPENSATION FROM VIRTUA HEALTH, INC. (EIN 22-3524939), A RELATED ENTITY. SEE SCHEDULE J, PART III (REFERENCE TO SCHEDULE J, PART I, LINE 3) FOR A DESCRIPTION OF THE MANNER IN WHICH VIRTUA HEALTH, INC. UTILIZES TO DETERMINE THE COMPENSATION PAID TO THE EXECUTIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WERE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE VIRTUA HEALTH WEBSITE AT HTTPS://WWW.VIRTUA.ORG/ABOUT/FINANCIAL-INFORMATION AND ALSO ARE AVAILABLE THROUGH THE REPOSITORY WEBSITES EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM) AND DAC (DIGITAL ASSURANCE CERTIFICATION), OR UPON REQUEST. |
| FORM 990, PART VII, SECTION A, COLUMN B | NO BOARD MEMBER IS PAID FOR BEING A TRUSTEE, RATHER THE COMPENSATION DISCLOSED IS RELATED TO THE INDIVIDUALS' PROVISION OF SERVICES TO A RELATED ORGANIZATION. |
| FORM 990, PART VII | ONE OR MORE OF THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES IN THE FILING ORGANIZATION'S PART VII HAD TRANSACTIONS RELATED TO THE "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD) PROGRAM OFFERED BY VIRTUA HEALTH. ALL TRANSACTIONS RELATED TO THIS PROGRAM WERE BETWEEN THE INDIVIDUAL AND VIRTUA HEALTH, INC. EIN 22-3524939, THEREFORE, ALL PART X AND SCHEDULE L REPORTING RELATED TO THESE TRANSACTIONS ARE REPORTED ON VIRTUA HEALTH'S RETURN. |
| FORM 990, PART VII, SECTION A, COLUMN B | EACH OFFICER AND KEY EMPLOYEE IS COMPENSATED BY VIRTUA HEALTH, INC. (EIN 22-3524939),VIRTUA - WEST JERSEY HEALTH SYSTEM, INC. (EIN 21-0634532), OR VIRTUA MEDICAL GROUP, P.A. (EIN 27-1348772), WHICH ARE RELATED ORGANIZATIONS. SOME OFFICERS AND KEY EMPLOYEES DEVOTE 40 HOURS A WEEK TO VIRTUA HEALTH, INC. THE AMOUNT OF TIME DEVOTED TO RELATED ORGANIZATIONS IS DEPENDENT UPON THEIR INVOLVEMENT IN THOSE ORGANIZATIONS. AS A RESULT, THE TOTAL AVERAGE HOURS PER WEEK FOR EACH OFFICER AND KEY EMPLOYEES MAY VARY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE MCDONNELL UNITRUST 12,805. ESTIMATE OF PROVISION FOR BAD DEBT 292,274. |
| FORM 990, PART III, LINE 1 | VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. THE FOUNDATION SERVES TO ENHANCE VIRTUA'S MISSION THROUGH THE DEVELOPMENT OF PHILANTHROPIC RESOURCES AND THE SUPPORT OF COMMUNITY HEALTH EDUCATION AND OUTREACH. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VIRTUA HEALTH INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223524939 | SUPPORTING ORGANIZATION | NJ | 501 (C) (3) | 12A | N/A | 0 | |
| VIRTUA - MEMORIAL HOSPITAL BURLINGTON COUNTY INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210634562 | GENERAL ACUTE CARE HOSPITALS | NJ | 501 (C) (3) | 3 | 0 | VIRTUA HEALTH INC | |
| VIRTUA - WEST JERSEY HEALTH SYSTEM INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210634532 | GENERAL ACUTE CARE HOSPITALS | NJ | 501 (C) (3) | 3 | 0 | VIRTUA HEALTH INC | |
| VIRTUA SURGICAL GROUP PA | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222580215 | SURGICAL PHYSICIAN PRACTICE | NJ | 501 (C) (3) | 10 | N/A | 0 | |
| VIRTUA HEALTH AND REHABILITATION CENTER AT BERLIN INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 80853 | 223554707 | REHABILITATION CENTER AND NURSING HOME | NJ | 501 (C) (3) | 10 | 0 | VIRTUA HEALTH INC | |
| VIRTUA HEALTH AND REHABILITATION CENTER AT MOUNT HOLLY INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222394675 | REHABILITATION CENTER AND NURSING HOME | NJ | 501 (C) (3) | 10 | 0 | VIRTUA HEALTH INC | |
| VIRTUA HOME CARE - COMMUNITY NURSING SERVICES INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210679591 | HOME CARE | NJ | 501 (C) (3) | 10 | 0 | VIRTUA HEALTH INC | |
| SUMMIT HEALTH - VIRTUA INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 521814579 | HEALTH AND WELLNESS SERVICES | NJ | 501 (C) (3) | 3 | 0 | VIRTUA HEALTH INC | |
| WEST JERSEY RENEW INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223580917 | LOW INCOME HOUSING | NJ | 501 (C) (3) | 10 | 0 | VIRTUA HEALTH INC | |
| MEMORIAL HOSPITAL OF BURLINGTON COUNTY FOUNDATION INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222337170 | FUND RAISING FOUNDATION | NJ | 501 (C) (3) | 7 | 0 | VIRTUA HEALTH INC | |
| WEST JERSEY HEALTH & HOSPITAL FOUNDATION INC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 237414388 | FUND RAISING FOUNDATION | NJ | 501 (C) (3) | 7 | 0 | VIRTUA HEALTH INC | |
| VIRTUA MEDICAL GROUP PA | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 271348772 | PHYSICIAN SERVICES | NJ | 501 (C) (3) | 10 | N/A | 0 | |
| WEST JERSEY HEALTH SYSTEM WORKERS COMP TRUST | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223142739 | WORKERS COMP TRUST | NJ | 501 (C) (3) | 12A | 0 | VIRTUA HEALTH INC | |
| VIRTUA OUR LADY OF LOURDES HOSPITALINC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 210635001 | GENERAL ACUTE CARE HOSPITALS | NJ | 501 (C) (3) | 3 | 0 | OUR LADY OF LOURDES HEALTH CARE SERVICES | |
| VIRTUA WILLINGBORO HOSPITALINC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223612265 | GENERAL ACUTE CARE HOSPITALS | NJ | 501 (C) (3) | 3 | 0 | OUR LADY OF LOURDES HEALTH CARE SERVICES | |
| LOURDES CARDIOLOGY SERVICES PC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 274357794 | HEALTH CARE SERVICES | NJ | 501 (C) (3) | 3 | N/A | 0 | |
| OUR LADY OF LOURDES FOUNDATIONINC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222351960 | FUND RAISING FOUNDATION | NJ | 501 (C) (3) | 7 | 0 | OUR LADY OF LOURDES HEALTH CARE SERVICES | |
| LOURDES ANCILLARY SERVICES | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222568525 | HEALTH CARE SYSTEM SUPPORT | NJ | 501 (C) (3) | 12B | 0 | OUR LADY OF LOURDES HEALTH CARE SERVICES | |
| OUR LADY OF LOURDES HEALTH CARE SERVICESINC | |||||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 222568528 | HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT | NJ | 501 (C) (3) | 12B | 0 | VIRTUA HEALTH INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| SOUTH JERSEY MUSCULOSKELETAL INSTITUTE LLC | |||||||
| 556 EGG HARBOR ROAD | SEWELL | NJ | 08080 | 204481032 | SURGICAL CENTER | NJ | N/A |
| SUMMIT SURGICAL CENTER LLC | |||||||
| 200 BOWMAN DRIVE SUITE D160 | VOORHEES | NJ | 08043 | 731730859 | SURGICAL CENTER | NJ | N/A |
| AMBULATORY SURGERY CENTER AT VIRTUA WASHINGTON TOWNSHIP LLC | |||||||
| 239 HURRFVILLE-CROSS KEYS RD STE 18 | SEWELL | NJ | 08080 | 208643005 | SURGICAL CENTER | NJ | N/A |
| SHORE AMBULATORY SURGERY CENTER LLC | |||||||
| 405 BETHEL ROAD | SOMERS POINT | NJ | 08244 | 223778333 | SURGICAL CENTER | NJ | N/A |
| ROCKLAND SURGICAL PROJECT LLC RAMAPO VALLEY SURGICAL CENTER | |||||||
| 500 NORTH FRANKLIN TURNPIKE | RAMSEY | NJ | 07446 | 200580403 | SURGICAL CENTER | NJ | N/A |
| FREEHOLD ENDOSCOPY ASSOCIATES LLC | |||||||
| 222 SCHANCK ROAD SUITE 100 | FREEHOLD | NJ | 07728 | 841634126 | SURGICAL CENTER | NJ | N/A |
| CENTER FOR AMBULATORY AND MINIMALLY INVASIVE SURGERY LLC | |||||||
| 234 INDUSTRIAL WAY BUILDING B | EATONTOWN | NJ | 07724 | 270907140 | SURGICAL CENTER | NJ | N/A |
| VIRTUA ADULT IMAGING SERVICES AT VOORHEES LLC | |||||||
| 303 LIPPINCOTT DRIVE 4TH FLOOR | MARLTON | NJ | 08053 | 464055781 | IMAGING SERVICES | NJ | N/A |
| GASTRO-SURGI CENTER OF NJ LLC | |||||||
| 1132 SPRUCE DRIVE | MOUNTAINSIDE | NJ | 07092 | 223472632 | SURGICAL CENTER | NJ | N/A |
| VOORHEES ENDOSCOPY HOLDING CO LLC | |||||||
| 1A BURTON HILLS BLVD | NASHVILLE | TN | 37215 | 474669710 | MEDICAL | TN | N/A |
| VIRTUA PENN RADIATION ONCOLOGY PARTNERS LLC | |||||||
| 200 BOWMAN DRIVE SUITE D190 | VOORHEES | NJ | 08043 | 821947444 | RADIOLOGY SERVICES | NJ | N/A |
| VIRTUA PENN RADIATION ONCOLOGY LEASING LLC | |||||||
| 303 LIPPINCOTT DR | MARLTON | NJ | 08053 | 831438811 | LEASING SERVICES | NJ | N/A |
| FRESENIUS MEDICAL CARE MARLTON LLC | |||||||
| 920 WINTER STREET | WALTHAM | MA | 02451 | 472128074 | DIALYSIS | NJ | N/A |
| VANTAGE SURGICAL CENTER LLC | |||||||
| 180 ROUTE 70 | MEDFORD | NJ | 08055 | 450516750 | SURGICAL CENTER | NJ | N/A |
| MEMORIAL AMBULATORY SURGERY CENTER LLC | |||||||
| 160 MADISON AVENUE | MT HOLLY | NJ | 08060 | 204941260 | SURGICAL CENTER | NJ | N/A |
| VIRTUA-SCA HOLDINGS LLC | |||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 473247166 | MEDICAL | AL | N/A |
| BURLINGTON CTY ENDO CTR LLC CO PHYSICIANS ENDOSCOPY LLC | |||||||
| 2500 YORK ROAD SUITE 300 | JAMISON | PA | 18929 | 208205206 | HEALTH CARE | NJ | N/A |
| VIRTUA-USP PRINCETON LLC | |||||||
| 15305 DALLAS PKWY STE 1600 LB 28 | ADDISON | TX | 75001 | 813270494 | MEDICAL | NJ | N/A |
| ACENTUS PRACTICE MANAGEMENT LLC | |||||||
| 1040 N KINGS HIGHWAY STE 701 | CHERRY HILL | NJ | 08034 | 814861192 | COLLECTIONS SERVICE | NJ | N/A |
| EMMAUS HOLDINGS LLC | |||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 831806511 | MEDICAL | AL | N/A |
| MT LAUREL ENDOSCOPY CENTER LP | |||||||
| 15000 MIDLANTIC DR SUITE 110 | MT LAUREL | NJ | 08054 | 562350370 | OUTPATIENT CARE CENTER | NJ | N/A |
| USRC GLOUCESTER LLC | |||||||
| 5851 LEGACY CIRCLE SUITE 900 | PLANO | TX | 75024 | 384117029 | MEDICAL | TX | N/A |
| LOURDES SPECIALTY HOSPITAL OF SOUTHERN NJ LLC | |||||||
| 10735 DAVID TAYLOR DRIVE SUITE 200 | CHARLOTTE | NC | 28262 | 861139477 | HEALTH CARE | NC | N/A |
| CENTENNIAL SURGUNIT LLC | |||||||
| 502 CENTENNIAL BLVD SUITE 1 | VOORHEES | NJ | 08043 | 223580847 | AMBULATORY HEALTH CARE SERVICES | NJ | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| VIRTUA ASSURANCE | |||||||||
| 76 SAINT PAUL ST SUITE 500 | BURLINGTON | VT | 05401 | 203025606 | CAPTIVE INSURANCE COMPANY | VT | N/A | C | 0 |
| VRI INC | |||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 260247120 | HEALTH AND WELLNESS | NJ | N/A | C | 0 |
| HEALTH MANAGEMENT SERVICES ORGANIZATION INC | |||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223366580 | MEDICAL ADMINISTRATION | NJ | N/A | C | 0 |
| LOURDES MEDICAL ASSOCIATES PA | |||||||||
| 303 LIPPINCOTT DR 4/FLR | MARLTON | NJ | 08053 | 223361862 | MEDICAL SERVICES | NJ | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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