2020-05-15T18:25:18-05:00 2019-06-30 KPMG LLP 3975 Freedom Circle Dr Suite 100 Santa Clara CA 95054 990 2018-07-01 330170626 RADY CHILDREN'S HOSPITAL FOUNDATION-SAN DIEGO % NISHANTHA RATNAYAKE RADY 8585761700 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 921234282 JAMES ULI CFO/TREASURER 2020-05-14 true SHALINI SAIDHA P01959812 4083675764 2020-05-15 199.207.253.101 77070920201365000015 2020-05-15 P AFC1CABF2724952AFBFC3879A4882118A11459E7 AFC1CABF2724952AFBFC3879A4882118A11459E7 2018 2020-09-23 17:36:50Z PATRICIO A FRIAS MD 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 921234282 37244336 false X WWW.RCHSD.ORG X 1986 CA FUNDRAISING FOR RADY CHILDREN'S HOSPITAL SAN DIEGO, RADY CHILDREN'S HOSPITAL & HEALTH CENTER, & RADY CHILDREN'S RESEARCH CENTER. 20 18 53 502 0 0 39387301 36460627 0 0 -284 -1999 -64049 135765 39322968 36594393 30692185 29438721 0 0 5478247 6261777 532532 667370 9511686 3891128 5141254 40594092 41509122 -1271124 -4914729 28854974 40785025 2457495 2804552 26397479 37980473 FUNDRAISING FOR RADY CHILDREN'S HOSPITAL - SAN DIEGO, RADY CHILDREN'S INSTITUTE FOR GENOMIC MEDICINE AND RADY CHILDRENS HOSPITAL AND HEALTH CENTER. false false 30287035 29438721 0 Fundraising Programs: Solicitation and fundraising in support of programs, projects, and services of Rady Children's Hospital - San Diego, Rady Children's Hospital and Health Center, and Rady Children's Institute for Genomic Medicine. 30287035 true true false false false false false false false true true false false true false true false true false false false false false true true false false true false true false false false false false false false false true false false false false true false false false true 48 0 true 53 true false false false false false true true false false false true false false false X 20 18 true false false false true true true true true false false true true true true true true false false false CA X NISHANTHA RATNAYAKE 8585761700 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 921234282 X Edward j Bezdek board member 2.0 0.0 X 0 0 0 Harriet Bossenbroek board member 2.0 0.0 X 0 0 0 Richard Chen board member 2.0 0.0 X 0 0 0 William Hamlin board member 2.0 0.0 X 0 0 0 Carlee Harmonson board member 2.0 0.0 X 0 0 0 Richard M Libenson board member 2.0 0.0 X 0 0 0 Maria Assaraf board member 4.0 0.0 X 0 0 0 Lisa Peckham board member 2.0 0.0 X 0 0 0 Chris Tresse Chair 4.0 4.0 X X 0 0 0 Nicholas M Holmes Board Member 2.0 48.0 X 0 742217 35180 Donald B Kearns MD MMM Ex-Officio Board Member 2.0 48.0 X X 0 1533791 63981 Michael P Peckham Board Member 2.0 12.0 X 0 0 0 Patrick Frias MD Ex-Officio (From 1/2019) 2.0 48.0 X X 0 0 0 Bridgett Brown Vice Chair 4.0 0.0 X X 0 0 0 Doug Dawson Board Member (From 1/2019) 2.0 0.0 X 0 0 0 Kris Dickinson Board Member 2.0 0.0 X 0 0 0 Scott Hall Board Member (From 1/2019) 2.0 0.0 X 0 0 0 Tom Lofaro Board Member 2.0 0.0 X 0 0 0 Camille Lofaro Board Member 2.0 0.0 X 0 0 0 Josh Rathweg Board Member (From 1/2019) 2.0 0.0 X 0 0 0 Doug Arthur board member 2.0 0.0 X 0 0 0 Kathleen Cain Carrithers Treasurer 2.0 48.0 X 0 770962 29711 Stephen Jennings Sr VP, Exec Dir, Secretary 50.0 0.0 X 603864 0 85810 Carol Damon-Sherer SR Dir, Corp & Comm Fundraiser 50.0 0.0 X 267023 0 142222 Lauren B Bergquist Sr Dir, Major Gifts Fundraiser 50.0 0.0 X 221254 0 18974 Sarah L Cooper Sr Dir, Foundation Operations 50.0 0.0 X 150725 0 30165 Alexandra Loker Dir, Corp & Comm Fundraiser 50.0 0.0 X 162154 0 21915 Julie A Reinke Sr Dir, MG/Genomics Fundraiser 50.0 0.0 X 195208 0 17616 Amy Catherine Weeks Dir, Major Gifts Fundraiser 50.0 0.0 X 125592 0 44446 1725820 3046970 490020 10 false true false Children's Miracle Network 205 West 700 South SALT LAKE CITY UT 84101 fundraising 323784 CI Partners Direct Inc 1601 Eastman Ave Suite 202 VENTURA CA 93003 fundraising 318544 San Diego Magazine LLC PO Box 85409 SAN DEIGO CA 92186 publication 289158 Benefactors Counsel LLC 450 South Front St COLUMBUS OH 43215 fundraising 251908 Blackbaud INC PO Box 930256 ATLANTA GA 31193 fundraising 199330 8 X 6814691 525652 29120284 508341 36460627 0 0 0 0 0 0 0 455012 457011 -1999 -1999 -1999 328697 525652 192932 135765 135765 0 0 0 0 0 0 0 36594393 133766 29438721 29438721 0 0 0 795835 159167 636668 0 4143183 643022 1175835 2324326 397020 61618 112674 222728 583753 90598 165669 327486 341986 53076 97056 191854 481769 481769 0 0 0 667370 667370 0 3148285 3148285 296429 296429 8962 8962 104346 104346 0 350 350 407568 407568 0 124680 124680 0 0 17440 17440 0 CORPORATE SPONSORSHIPS 181229 181229 DUES & SUBSCRIPTIONS 191140 191140 FOOD SUPPLIES 16980 16980 POSTAGE & SHIPPING 73383 73383 88693 88693 41509122 30287035 1710401 9511686 14019 247895 0 0 28406504 29754554 141889 127420 0 0 0 0 0 0 0 0 228596 307888 708007 661481 63966 46526 0 0 0 0 0 0 0 0 0 10300742 28854974 40785025 369433 443582 0 0 1735 2360970 0 0 0 0 0 0 0 0 0 0 2086327 0 2457495 2804552 X 26397479 37980473 0 0 0 0 26397479 37980473 28854974 40785025 X -4914729 16497723 X false true X true false X 17001906 33302263 41144876 39387301 36460627 167296973 0 0 17001906 33302263 41144876 39387301 36460627 167296973 29427782 137869191 0 0 39500 328242 144213 149450 328697 990102 168287075 0.81925 0.82130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109949631 4481919 2755878 4421460 92547 112673421 101712762 6622916 6082110 4360156 108001 109949631 93441640 2751574 9143887 3522210 102129 101712762 77890677 19892990 -1413872 2851124 77031 93441640 76459422 3208716 1216883 2924611 69733 77890677 0.61020 0.34150 0.04830 true true true 46475 39891 6584 661532 621590 39942 46526 DUE FROM RELATED ENTITIES 10300742 10300742 0 DUE TO RELATED ENTITIES 0 0 X Schedule D, Part V, Line 4 RADY CHILDREN'S BOARD DESIGNATED ENDOWMENT FUNDS SUPPORT THE HIGHEST AND MOST URGENT NEEDS OF THE ORGANIZATION AS DETERMINED BY ITS BOARD OF TRUSTEES. IN ADDITION, DONOR DESIGNATED (OR RESTRICTED) ENDOWMENT FUNDS SUPPORT A WIDE RANGE OF INITIATIVES IDENTIFIED BY DONORS. Schedule D, Part X, Line 2 U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY RCHHC AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. RCHHC HAS NOT TAKEN ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THEREFORE NO LIABILITY (OR ASSET) HAS BEEN RECOGNIZED AS OF JUNE 30, 2019. X X X X X X X true Children's Miracle Network Hospital 205 West 700 South Salt Lake City UT 84101 FUNDRAISING true 6697249 323784 6373465 CI Partners Direct Inc 1601 Eastman Ave Suite 202 Ventura CA 93003 fundraisin false 318544 318544 Pedal the Cause San Diego 2445 5th Ave Suite 402 San Diego CA 92101 fundraising true 471226 30000 441226 The Stelter Co PO Box 5228 Des Moines IA 50305 fundraising false 36732 36732 7523751 709060 6814691 CA Charity Ball 854349 525652 328697 12012 180920 0 854349 525652 328697 12012 180920 192932 135765 SCHEDULE G, PART I, LINE 2B THE PROFESSIONAL FUNDRAISERS LISTED ON PART I LINE 2B, 1 AND 3, PROVIDED CONSULTING SERVICES TO ASSIST THE FOUNDATION IN ITS FUNDRAISING EFFORTS, AND ARE NOT ATTRIBUTED TO ANY SPECIFIC CHARITABLE CONTRIBUTIONS RAISED. true RADY CHILDREN'S HOSPITAL - SAN DIEGO 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 951691313 501(c)(3) 26786418 N/A N/A Support Hospital RADY CHILDRENS HOSPITAL RESEARCH CENTER 3020 CHILDRENS WAY MC 5001 san diego CA 92123 953545901 501(c)(3) 2652303 n/a n/a GENERAL SUPPORT 2 GRANT FUNDING The Foundation raises funds to support Rady Children's Hospital San Diego and Rady Children's Hospital and Health Center to further their exempt purposes. The Foundation transfers funds to these organizations as funds are raised. false true false false false false false false false Carol Damon-Sherer SR Dir, Corp & Comm Fundraiser 217298 0 16174 0 33551 0 124818 0 17404 0 409245 0 0 0 Lauren B Bergquist Sr Dir, Major Gifts Fundraiser 203336 0 11590 0 6328 0 5736 0 13238 0 240228 0 0 0 Kathleen Cain Carrithers Treasurer 0 522439 0 140894 0 107629 0 9106 0 20605 0 800673 0 0 Sarah L Cooper Sr Dir, Foundation Operations 134323 0 11609 0 4793 0 15661 0 14504 0 180890 0 0 0 Nicholas M Holmes Board Member 0 526352 0 142808 0 73057 0 8491 0 26689 0 777397 0 0 Stephen Jennings Sr VP, Exec Dir, Secretary 388577 0 133408 0 81879 0 59303 0 26507 0 689674 0 0 0 Donald B Kearns MD MMM Ex-Officio Board Member 0 989622 0 341438 0 202731 0 43543 0 20438 0 1597772 0 184731 Alexandra Loker Dir, Corp & Comm Fundraiser 156586 0 5568 0 0 0 6613 0 15302 0 184069 0 0 0 Julie A Reinke Sr Dir, MG/Genomics Fundraiser 181542 0 10304 0 3362 0 5807 0 11809 0 212824 0 0 0 Amy Catherine Weeks Dir, Major Gifts Fundraiser 118534 0 7058 0 0 0 33955 0 10491 0 170038 0 0 0 Schedule J, Part I, Line 3 The Foundation relied on a related Organization, Rady Children's Hospital and Health Center, that uses one or more of the methods described in Schedule J, Part I, Line 3, to establish the organization's top management official's compensation. See Schedule O disclosure for Form 990, Part VI, Section B, Line 15 for additional information. Schedule J, Part I, Line 4b Rady Children's Hospital and Health Center has established a non-qualified plan pursuant to 457(f) of the Internal Revenue Code. The purpose of this plan is to incentivize Rady Children's Hospital - San Diego eligible senior management employees (President, Senior Vice Presidents, Vice Presidents, Senior Managing Directors) in recognition of the fact that they are required to devote significant amounts of time, skill and energy to the organization. The amounts listed in Schedule J Part II column (C) are subject to substantial future service requirements to the organization and are subject to substantial risk of forfeiture. Once vested and not otherwise deferred, the amounts under this plan are reported on Form W-2 as taxable compensation to the individual. Donald Kearns received a payment of $184,731. X 53 51330 RESALE PRICE X 20 457011 average market value 0 false true true SCHEDULE M, PART I, COLUMN B THE AMOUNTS SHOWN ON PART I, LINE 9B ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, QUESTION 32B RCHF HIRED AN OUTSIDE AGENCY TO SELL THE CONTRIBUTED VEHICLES Form 990, Part VI, Section A, Line 2 TOM LOFARO AND CAMILE LOFARO HAVE A FAMILY RELATIONSHIP MICHAEL PECKHAM AND LISA PECKHAM HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, Line 6 Rady Children's Hospital and Health Center (RCHHC) is the sole member as that term is defined in California Corporations Code 5056 ("Member") of Rady Children's Hospital Foundation-San Diego (RCHF). Form 990, Part VI, Section A, Line 7a & 7b RCHHC appoints the RCHF Board of Trustees and may remove any Trustee. The by laws may be amended, repealed, and adopted only by the Member. The RCHF Board cannot authorize or direct any officer of RCHF to perform or commit any of the following acts, without prior written approval of the Member: -Borrow money in RCHF's name or utilize property owned by RCHF as security for loans -Assign, transfer, pledge, compromise or release any of the claims of or debts to RCHF except on payment in full, or arbitrate or consent to the arbitration of any dispute or controversy of RCHF -Make, execute, or deliver any assignment for the benefit of creditors, or any bond, confession, judgment, chattel mortgage, security agreement, deed, guaranty, indemnity bond, surety bond, contract to sell or bill of sale of the property of RCHF -Acquire, purchase, develop, improve, sell, lease or mortgage any corporate real estate or any interest therein or enter into any contract for any such purposes -Make any loan or investment of any RCHF assets, or enter into any contract or incur any liability on behalf of RCHF other than for fair consideration or in the ordinary course of business relating to its normal daily operation -Make any loan of money or property to or guarantee any obligation of any Trustee or officer, except as expressly allowed in California Corporations Code 5236 allowed in California Corporations Code 5236 allowed in California Corporations Code 5236 allowed in California Corporations Code 5236 Form 990, Part VI, Section B, Line 11A The Form 990 was reviewed by the CFO and then provided to the organization's audit and corporate responsibility committee for review. Following the review by the committee, the returns were finalized, signed, and submitted to the Internal Revenue Service. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. Form 990, Part VI, Section B, Line 12C On an annual basis and upon election or appointment, the policy and disclosure statement is distributed to all Board members, officers, and key employees and medical staff leaders. All completed and signed statements are returned to the Corporate Compliance Officer for review. If a person discloses a potential or actual conflict, the person with the conflict of interest is excluded from any discussion or approval of such transaction. Financial interest disclosures by board members and officers are brought to the RCHHC Board of Trustees or the Audit and Corporate Responsibility Committee for review and, as needed, appropriate action. Financial interest disclosures by key employees and medical staff leaders are reviewed by the Corporate Compliance Officer and referred to the President and Chief Executive Officer or to the RCHHC Board of Trustees. The Corporate Compliance Officer reports annually to the Executive Corporate Compliance Committee and the Audit and Corporate Responsibility Committee a summary of all disclosures and action taken, if any. All other employees are required to complete a disclosure statement on an annual basis that is reviewed by the Corporate Compliance Officer. Form 990, Part VI, Section B, Line 15 Rady Children's Hospital - San Diego working through the Board Compensation Committee has a process for establishing, reviewing and approving compensation of officers and key employees of the organization on a no less than an annual basis. The Compensation Committee is comprised of independent, lay members of the Board of Trustees. Prior to conducting its review, the Chair of the Compensation Committee determines whether any member has a conflict of interest with respect to the matter(s) under review. If there is a conflict, the conflicted member recuses himself/herself and is not present during discussion or vote on the arrangement under review. In determining and approving the compensation arrangement, the Committee considers all components of compensation. It considers comparability data and retained an independent compensation consultant to provide comparability data to the committee. Total compensation is targeted to be between the 50th and 75th percentiles of the comparability data. The Committee's deliberations and decisions are documented in minutes that are reviewed at its next meeting. The Committee's written records include the (1)terms of the arrangement with the disqualified person (including the date the arrangement was approved); (2) a list of members present during the discussion of the transaction (and how the members voted when it was approved); and (3) a description of the comparable data relied on by the Committee. Form 990, Part VI Section C, Line 19 While federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection, the organization makes its financial statements available upon request. Part XI, Line 9 Other Changes in Fund Balance Intercompany Transfer $16,826,420 Fundraising Event $ (328,697) ======================================= Total Part XI, Line 9 $16,497,723 Rady Children's Hospital San Diego 3020 Childrens Way MC 5001 San Diego CA 92123 951691313 Child Hosp. CA 501(c)(3) 3 RCHHC false Rady Children's Hospital & Health Center 3020 Childrens Way MC 5001 San Diego CA 92123 953545901 Support affil CA 501(c)(3) 7 NA false Rady Children's Hospital Research Center 3020 Childrens Way MC 5001 San Diego CA 92123 953814185 Research CA 501(c)(3) 11a RCHHC false Rady Children's Health Svcs San Diego 3020 Childrens Way MC 5001 San Diego CA 92123 330278018 Support RCHSD CA 501(c)(3) 11a RCHSD false Children's Hosp Integrated Risk Prot Ltd Dorchester House PO Box 2020 Hamilton HM BD Insurance Cap BD RCHHC C CORP false Children's Hospital Insurance Ltd Canons Court 22 Victoria Street Hamilton HM BD Insurance Cap BD RCHHC C CORP false Rady Children's Physician Mgmt Svcs 3860 Calle Fortunada Suite 200 San Diego CA 92123 330670694 Mgmt-Phys Off CA RCHHC C CORP false CHARITABLE REMAINDER UNITRUST (11) CRUT CA RCHF false false true true false false false false false false false true false true true false true false false