PALM HEALTHCARE FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PALM HEALTHCARE FOUNDATION INC (EIN 59-2391119)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-18
- IRS object ID
- 201903529349300605
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-18T07:38:22-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651083521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyfield & Thomas LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Butler Street | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592391119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Palm Healthcare Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 5618336333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 South Dixie Highway No 205 | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick McNamara | PersonNm |
| Person Title | CEO/President | PersonTitleTxt |
| Phone | 5618336333 | PhoneNum |
| Signature | 2019-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Y Haynes | PreparerPersonNm |
| PTIN | P01366363 | PTIN |
| Phone | 5616896000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.132.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-09 | IPDt |
| IP Tm | 08:46:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F2C1F92F376C90D02AC031579F8DE17ABDFDCC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patrick McNamara | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 South Dixie Highway No 205 | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,004,879 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.palmhealthfoundation.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The Foundation inspires and funds solutions for better health through community collaboration. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $587,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,178,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,775 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,554 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,694,868 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,305,080 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$9,071 | PYOtherRevenueAmt |
| CY Other Revenue | -$640,082 | CYOtherRevenueAmt |
| PY Total Revenue | $7,299,340 | PYTotalRevenueAmt |
| CY Total Revenue | $5,867,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,012,446 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,084,777 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,305,957 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,213,557 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $408,843 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,475,213 | PYOtherExpensesAmt |
| CY Other Expenses | $1,520,914 | CYOtherExpensesAmt |
| PY Total Expenses | $4,793,616 | PYTotalExpensesAmt |
| CY Total Expenses | $4,819,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,505,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,048,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,238,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,269,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,313,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,554,227 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,925,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,714,974 | NetAssetsOrFundBalancesEOYAmt |
| Mission | With donor support the Foundation works to build a culture of health by addressing social, environmental and economic factors that impact health, encourages residents to adopt healthy lifestyles, advance brain health and strengthens health professions. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,061,907 | ExpenseAmt |
| Grant | $2,084,777 | GrantAmt |
| Revenue | $24,554 | RevenueAmt |
| Desc | The Foundation's Healthier Together initiatives develop new networks to address the social determinants of health in neighborhoods and narrow health disparities. Its community health campaigns provide residents with education and activities to help them adopt healthy lifestyles. It's brain health work supports innovation to improve the behavioral health system of care for children and families. Scholarships for health professionals support quality of care and innovation in care delivery. | Desc |
| Total Program Service Expenses | $4,061,907 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christina Perron Dir of Finance | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618336333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S Dixie Highway | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Dr Alina Alonso | ||||||
| Board Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Denise Bober | ||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Greg Quattlebaum | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dave Wisehaupt | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ruth Schwarkopf | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nat Nason | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jay Shearouse III | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrea Stephenson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Marsha Fishbane MD | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen Andel | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ilene Solomon Silber | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Elhilow | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Jacobowitz | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Koehn PhD | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Daniel Lichtstein | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Clarence Williams | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marge Sullivan | ||||||
| Vice Pres.-Communications | 40.00 | Yes (X) | $128,966 | $0 | $16,300 | |
| Abigail Goodwin | ||||||
| Vice Pres.-Grants & Comm. | 40.00 | Yes (X) | $118,312 | $0 | $26,252 | |
| Patrick J McNamara | ||||||
| President & CEO | 40.00 | Yes (X) | $211,940 | $0 | $25,014 | |
| Nancy Reierson | ||||||
| Vice Pres.-Philanthropy | 40.00 | Yes (X) | $101,055 | $0 | $11,401 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $560,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $6,541 | FederatedCampaignsAmt |
| All Other Contributions | $2,171,595 | AllOtherContributionsAmt |
| Total Contributions | $2,178,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Event Income | 900099 | $19,534 | $19,534 |
| Program Revenue | 900099 | $5,020 | $5,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,554 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,572,380 | TotalRevenueColumnAmt |
| Exclusion | $1,572,380 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,956 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $629,894 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$569,938 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$569,938 | TotalRevenueColumnAmt |
| Exclusion | -$569,938 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,239,997 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,507,297 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,732,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,732,700 | TotalRevenueColumnAmt |
| Exclusion | $2,732,700 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in value-SIA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$70,144 | TotalRevenueColumnAmt |
| Exclusion | -$70,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$70,144 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,867,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,664,998 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,777 | TotalAmt |
| Program Services | $2,084,777 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,033 | TotalAmt |
| Program Services | $300,983 | ProgramServicesAmt |
| Management And General | $115,953 | ManagementAndGeneralAmt |
| Fundraising | $153,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,025 | TotalAmt |
| Program Services | $249,737 | ProgramServicesAmt |
| Management And General | $95,996 | ManagementAndGeneralAmt |
| Fundraising | $128,292 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,031 | TotalAmt |
| Program Services | $30,436 | ProgramServicesAmt |
| Management And General | $12,261 | ManagementAndGeneralAmt |
| Fundraising | $12,334 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,207 | TotalAmt |
| Program Services | $27,197 | ProgramServicesAmt |
| Management And General | $11,361 | ManagementAndGeneralAmt |
| Fundraising | $8,649 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,261 | TotalAmt |
| Program Services | $33,802 | ProgramServicesAmt |
| Management And General | $14,576 | ManagementAndGeneralAmt |
| Fundraising | $18,883 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,789 | TotalAmt |
| Program Services | $16,429 | ProgramServicesAmt |
| Management And General | $5,360 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Program Services | $24,860 | ProgramServicesAmt |
| Management And General | $8,140 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,740 | TotalAmt |
| Program Services | $479,065 | ProgramServicesAmt |
| Management And General | $44,675 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,321 | TotalAmt |
| Program Services | $290,251 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,608 | TotalAmt |
| Program Services | $188,009 | ProgramServicesAmt |
| Management And General | $514 | ManagementAndGeneralAmt |
| Fundraising | $20,085 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,084 | TotalAmt |
| Program Services | $22,878 | ProgramServicesAmt |
| Management And General | $19,144 | ManagementAndGeneralAmt |
| Fundraising | $13,062 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,225 | TotalAmt |
| Program Services | $24,091 | ProgramServicesAmt |
| Management And General | $57,134 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,879 | TotalAmt |
| Program Services | $3,175 | ProgramServicesAmt |
| Management And General | $126,204 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,187 | TotalAmt |
| Program Services | $16,027 | ProgramServicesAmt |
| Management And General | $2,323 | ManagementAndGeneralAmt |
| Fundraising | $6,837 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,877 | TotalAmt |
| Program Services | $73,546 | ProgramServicesAmt |
| Management And General | $3,038 | ManagementAndGeneralAmt |
| Fundraising | $10,293 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,312 | TotalAmt |
| Management And General | $5,312 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,304 | TotalAmt |
| Management And General | $29,283 | ManagementAndGeneralAmt |
| Fundraising | $1,021 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Repairs & Maintenance | $8,452 | $5,357 | $3,095 | |
| Donor Recognition | $7,215 | $4,915 | $2,300 | |
| Training & Education | $6,942 | $988 | $1,608 | $4,346 |
| Miscellaneous | $5,928 | $5,928 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051 | TotalAmt |
| Program Services | $189,998 | ProgramServicesAmt |
| Management And General | -$215,119 | ManagementAndGeneralAmt |
| Fundraising | $26,172 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,819,248 | TotalAmt |
| Program Services | $4,061,907 | ProgramServicesAmt |
| Management And General | $348,498 | ManagementAndGeneralAmt |
| Fundraising | $408,843 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,525,831 | BOYAmt |
| EOY | $1,986,991 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,812 | BOYAmt |
| EOY | $7,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,804 | BOYAmt |
| EOY | $9,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,843,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,791,978 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,244,148 | BOYAmt |
| EOY | $6,051,284 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,261,799 | BOYAmt |
| EOY | $77,496,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,156,974 | BOYAmt |
| EOY | $2,716,545 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,238,868 | BOYAmt |
| EOY | $88,269,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,856 | BOYAmt |
| EOY | $240,272 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,852 | BOYAmt |
| EOY | $1,279,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $34,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,708 | BOYAmt |
| EOY | $1,554,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,070,372 | BOYAmt |
| EOY | $63,398,466 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,682,606 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,172,182 | BOYAmt |
| EOY | $23,316,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,925,160 | BOYAmt |
| EOY | $86,714,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,238,868 | BOYAmt |
| EOY | $88,269,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,048,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $741,374 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $566,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,178,136 | CurrentTaxYearAmt |
| Total | $4,493,545 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,178,136 | CurrentTaxYearAmt |
| Total | $4,493,545 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $486,448 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,007,097 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,580,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,733,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,650,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,722,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,632,337 | CurrentTaxYearAmt |
| Total | $8,319,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,813,182 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $85,585 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.31270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.24470 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | FACTS AND CIRCUMSTANCES explanationPalm Healthcare Foundation's public support for fiscal year ended June 30, 2019 was 31.27%. The following facts and circumstances support the public charity status of the Foundation for four main reasons: 1) the Foundation's original corpus was funded substantially from broad public sources, and the investment income that impacts the public support percentage (Schedule A, Section C, Line 14) substantially comes from that original public support; 2) the Foundation has always operated a comprehensive fund development program which solicits a broad range of public donors in a number of ways, which includes major giving, annual giving, planned giving, grant-writing, special events and on-line giving; 3) the Foundation's 17-member board of trustees and its seven (7) committees are made up of community members from a variety of geographic locations, industries, ethnic and religious backgrounds and socio-economic levels, representing Palm Beach County as a whole; and 4) the Foundation continues to receive legacy planned giving donations from the public that may be very material, but are unpredictable. 1) Palm Healthcare Foundation, a hospital conversion foundation, was created in July 2001 as the successor to the Good Samaritan Medical Center Foundation and St. Mary's Hospital Foundation when the two not-for-profit hospitals were sold to a for-profit entity. The funds in the hospital foundations, donated from a wide range of public sources including individual donors, other foundations and corporations, formed the original corpus of Palm Healthcare Foundation. At the end of Palm Healthcare Foundation's first fiscal year, the Foundation held $64 million in an investment portfolio for the purposes of supporting the healthcare needs of Palm Beach County residents. From the beginning, the Foundation solicited the public at large for donations to supplement the corpus. Public donations and investment return had allowed Palm Healthcare Foundation to grant more than $81 million. 2) Since its inception, Palm Healthcare Foundation has maintained a continuous program for solicitation of funds from the general public, community and local sponsors. The Foundation employs a senior-level fund development executive who manages a comprehensive solicitation program, including:a. Three annual direct mail pieces are sent to thousands of community members.b. An annual giving program, which was supported by 100% of the Foundation's trustees this fiscal year.c. A yearly nursing appreciation reception with sponsorship opportunities.d. Corporate support to advance brain health, physical fitness, nutrition, and nursing advancement.e. Memorial and tribute giving opportunities. f. Multiple ways to give on-line at www.palmhealthfoundation.org.g. Fundraising ads are placed in the local media outlets including newspaper, radio and event program books.h. Annual reports with donors' stories and ways to give. i. Fund development training for trustees, as well as focus groups, cultivation activities and community events to which trustees bring potential donors. j. Submit several grant applications to local, state and national granting making organizations.This fiscal year, 28 different sources donated $5,000 or more for a total of $1,989,506. Total contributions and grants equaled more than $2,100,000 this past year. These donors represent individuals, other foundations, corporations and other organizations from across Palm Beach County.3) Palm Healthcare Foundation's board of trustees consists of a strong, diverse governing body which represents the broad healthcare interests of the residents of Palm Beach County. Trustees represent the following sectors of the community:a. Health Department (government).b. For-profit hospital.c. Local private physician practices.d. Nursing.e. Medical education.f. Corporations.g. Small businesses. h. Legal field.i. Financial industry.j. Banking.k. Not-for-profit healthcare planning organization.l. Law enforcement.m. Retired.In addition, Palm Healthcare Foundation owns and operates the Mollie Wilmot Children's Center at the Palm Healthcare Pavilion on the campus of St. Mary's Medical Center. Thirty-two percent of the office space is provided free of charge to three unrelated not-for-profit organizations as part of the organization's mission to promote healthcare. The three not-for-profit organizations provide services directly for the benefit of the general public. The fair market value of the in-kind rent for the current fiscal year was over $250,000.4) The Foundation continues to receive planned giving bequests which originated from its history of being the successor of a prior not-for-profit hospital foundation. The Foundation has no way of predicting the amount of funds to be received by future donees or bequests. In light of the history of Palm Healthcare Foundation's public support origins and the ongoing commitment to soliciting public support to improve the health and well-being of residents of Palm Beach County, Palm Healthcare Foundation meets the facts and circumstances of the public support test. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 7 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $119,375 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $322,577 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,644,994 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,261,799 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,022,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,413,654 | OtherExpendituresAmt |
| Administrative Expenses | $523,740 | AdministrativeExpensesAmt |
| End Year Balance | $77,496,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,869,737 | BeginningYearBalanceAmt |
| Contributions | $1,947,125 | ContributionsAmt |
| Investment Earnings Or Losses | $6,694,653 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,840,626 | OtherExpendituresAmt |
| Administrative Expenses | $409,090 | AdministrativeExpensesAmt |
| End Year Balance | $76,261,799 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,109,348 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,168,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,991,071 | OtherExpendituresAmt |
| Administrative Expenses | $416,546 | AdministrativeExpensesAmt |
| End Year Balance | $70,869,737 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,284,897 | BeginningYearBalanceAmt |
| Contributions | $3,296,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$752,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,273,033 | OtherExpendituresAmt |
| Administrative Expenses | $445,959 | AdministrativeExpensesAmt |
| End Year Balance | $67,109,348 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,965,669 | BeginningYearBalanceAmt |
| Contributions | $607,150 | ContributionsAmt |
| Investment Earnings Or Losses | $1,600,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,482,149 | OtherExpendituresAmt |
| Administrative Expenses | $405,801 | AdministrativeExpensesAmt |
| End Year Balance | $71,284,897 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74480 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.25520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,619,594 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,277,335 | DepreciationAmt |
| Book Value | $5,342,259 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $655,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,754 | DepreciationAmt |
| Book Value | $485,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,773 | DepreciationAmt |
| Book Value | $2,762 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $376,728 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $151,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,116 | DepreciationAmt |
| Book Value | $221,017 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,051,284 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Current Liabilities | Desc |
| Amt | $34,755 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,755 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,805,306 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $741,374 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $90,090 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $629,894 | OtherRevenueAmt |
| Revenue Not Reported | $1,461,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,343,948 | RevenueSubtotalAmt |
| Other Revenues Not Included | $523,740 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $523,740 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,867,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,015,492 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $90,090 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $629,894 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $719,984 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,295,508 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $523,740 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $523,740 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,819,248 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Internal Revenue Service has determined that the Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. There was no unrelated business income during the year ended June 30, 2019. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. This standard seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed "more likely than not" threshold when making its assessment. The Foundation did not record any adjustment and did not accrue any interest expense or penalties related to tax positions. There are currently no open federal or state tax years under audit. |
| Part XI, Line 2d - Other Adjustments: | Rent expenses 629,894. |
| Part XI, Line 4b - Other Adjustments: | Investment Fees 523,740. |
| Part XII, Line 2d - Other Adjustments: | Rent expenses 629,894. |
| Part XII, Line 4b - Other Adjustments: | Investment expenses 523,740. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alpert Jewish Family and Children's Services | |||||||||||
| 5841 Corporate Drive Suite 200 | West Palm Beach | FL | 33407 | 591520581 | 501(C)(3) | $60,000 | Mental Health First Aid | ||||
| Community Child Care Center of Delray Beach | |||||||||||
| 555 NW 4th St | Delray Beach | FL | 33444 | 591264435 | 501(C)(3) | $200,000 | Healthier Together Fiscal Agent | ||||
| Diabetes Coalition of Palm Beach County | |||||||||||
| 2085 Vista Parkway | West Palm Beach | FL | 33411 | 823062946 | 501(C)(3) | $15,000 | Diabetes Research | ||||
| FAU Foundation | |||||||||||
| 777 Glades Road | Boca Raton | FL | 33431 | 590917284 | 501(C)(3) | $65,000 | Simulation Lab | ||||
| George Snow Foundation | |||||||||||
| 201 Plaza Real Ste 260 | Boca Raton | FL | 33432 | 592162597 | 501(C)(3) | $160,000 | Nursing Scholarship | ||||
| Housing Partnership | |||||||||||
| 2001 W Blue Heron Blvd | Riviera Beach | FL | 33404 | 592704597 | 501(C)(3) | $655,000 | Healthier Together Fiscal Agent | ||||
| Jupiter Medical Center | |||||||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | 650132406 | 501(C)(3) | $209,200 | Healthier Together Fiscal Agent | ||||
| Palm Beach Atlantic University | |||||||||||
| 901 South Flagler Dr | West Palm Beach | FL | 33416 | 591092732 | 501(C)(3) | $100,000 | Nursing Programs | ||||
| Palm Beach County Medical Society | |||||||||||
| 3540 Forest Hill Blvd | West Palm Beach | FL | 33406 | 651048299 | 501(C)(3) | $25,000 | Opoid Crisis | ||||
| Pathways to Prosperity | |||||||||||
| 900 N Seacrest Blvd | Ocean Ridge | FL | 33435 | 273550271 | 501(C)(3) | $205,500 | Healthier Together Fiscal Agent | ||||
| South Florida Sciences Center | |||||||||||
| 4801 Dreher Trail North | West Palm Beach | FL | 33405 | 590915177 | 501(C)(3) | $68,538 | General Operations | ||||
| University of Miami Miller School | |||||||||||
| 1500 NW 12th Ave Ste 1020 | East Miami | FL | 33136 | 590624458 | 501(C)(3) | $43,538 | Arrhythmia Research | ||||
| Cancer Alliance | |||||||||||
| PO Box 3038 | Tequesta | FL | 33469 | 900101236 | 501(C)(3) | $38,000 | Enhanced Companion Program | ||||
| Quantum House | |||||||||||
| 987 45th Street | West Palm Beach | FL | 33407 | 650898326 | 501(C)(3) | $75,000 | Renovations | ||||
| Rebel Recovery | |||||||||||
| 1310 Old Congress Ave Suite 200 | West Palm Beach | FL | 33409 | 815190566 | 501(C)(3) | $10,000 | Peer Support | ||||
| Red Sneakers for Oakley | |||||||||||
| 224 Datura Street | West Palm Beach | FL | 33401 | 814962021 | 501(C)(3) | $25,000 | Education | ||||
| Soverign Order of St John | |||||||||||
| 651059871 | 501(C)(3) | $10,000 | Youth Center | 500-666 Burrard St | Vancouver | British Columbia | CA | ||||
| Trustbridge | |||||||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | 591825937 | 501(C)(3) | $25,000 | Medical Education | ||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Evaluation should generate useable information for both the foundation and grant partners; there is an emphasis on learning. Evaluation should document results to share to build credibility and reputation and to build collaboration and attract. Accountability should focus on identifying the goal and meeting milestones. Data are generated through a mix of internal evaluations and assessments, grantee reports, and external evaluations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick J McNamara | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $211,940 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,400 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,614 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $236,954 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Organzation makes its Form 990 available to the board of directors by distributing a copy to each member of the board of trustees prior to filing with the IRS. The board reviews the content and discusses at a regularly scheduled board meeting. A motion is made to approve the filing of the Form 990. |
| Form 990, Part VI, Section B, line 12c | The Foundation strictly adheres to the conflict of interest/disclosure policy. Pursuant to the policy, during discussion or debate at scheduled board committee meetings, trustees, employees and volunteers with real, perceived, or potential conflicts of interest must announce those conflicts to the attendees. Trustees, employees, and volunteers who have stated a potential conflict must abstain from the vote, vacate the room while the vote is taken and return after the vote has been decided. The action will be noted in the meeting minutes. Additionally, board members provide a conflict of interest/disclosure form annually in conjunction with the annual meeting. |
| Form 990, Part VI, Section B, line 15 | The CEO and key employees compensation is reviewed annually and compared with similar not for profit positions from independent surveys. By recommendation of the executive committee, the board of trustees approves the CEO compensation. In addition, the board approves all employees compensation as detailed in the annual operating budget. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, financial statements available upon request. The annual report is made available on the Organization's website. |
| Part XII Line 2C: | Audit Report Review Process: The audit report is reviewed annually at the audit report review meeting as presented by the independent auditors. The process has not changed from the prior year. |
| 990 Schedule A Part II Sections A, B and C: | Schedule A, Part II, Section A, Column (d) for 2017 has been restated to correctly reflect 2017 gifts, grants and contributions. Schedule A, Part II, Section B, Column (d) for 2017 has been restated to correctly report 2017 investment Income. Schedule A, Part II, Section C, line 15 has been restated to correctly report 2017 public support percentage. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5205 Building LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 Greenwood Avenue | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Commercial Rental Property & Programmatic Rent Concessions | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $59,956 | TotalIncomeAmt |
| End Of Year Assets | $6,380,986 | EndOfYearAssetsAmt |
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