TUALITY HEALTHCARE FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TUALITY HEALTHCARE FOUNDATION (EIN 93-0751507)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201941349349306074
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-05-14T16:59:07-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931298398PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORDHAM & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1233 SE 2ND AVEAddressLine1Txt
CityHILLSBOROCityNm
State AbbreviationORStateAbbreviationCd
ZIP971234016ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930751507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tuality Healthcare FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTUALBusinessNameControlTxt
Phone5036811170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 SE 8TH AVEAddressLine1Txt
CityHillsboroCityNm
State AbbreviationORStateAbbreviationCd
ZIP97123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEREDITH PETERSONPersonNm
Person TitleVP OF FINANCEPersonTitleTxt
Phone5036811170PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLester L FordhamPreparerPersonNm
PTINP00079631PTIN
Phone5036486651PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.204.218.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm12:17:23IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id02236FB61ACBCD126C9174046C7DAD8B2AD6C495AtSubmissionCreationDeviceId
At Submission Filing Device Id0249E45791F4FE29407AFE041A670DD9D3A1EB35AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLori James-NielsenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 SE EIGHTH AVENUEAddressLine1Txt
CityHILLSBOROCityNm
State AbbreviationORStateAbbreviationCd
ZIP97123ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,651,939GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.tualityfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionThe mission of the Tuality Healthcare Foundation is to support Tuality Healthcare by funding projects and programs that enrich the patient experience and wellness of our community. We direct these funds to medical and health education projects and programs we believe will advance our community's physical and mental quality of life.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,232,288PYContributionsGrantsAmt
CY Contributions Grants$1,396,978CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$130,005PYInvestmentIncomeAmt
CY Investment Income$129,182CYInvestmentIncomeAmt
PY Other Revenue-$121,027PYOtherRevenueAmt
CY Other Revenue-$171,858CYOtherRevenueAmt
PY Total Revenue$1,241,266PYTotalRevenueAmt
CY Total Revenue$1,354,302CYTotalRevenueAmt
PY Grants And Similar Paid$820,236PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$799,902CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$156,226PYOtherExpensesAmt
CY Other Expenses$264CYOtherExpensesAmt
PY Total Expenses$976,462PYTotalExpensesAmt
CY Total Expenses$800,166CYTotalExpensesAmt
PY Revenues Less Expenses$264,804PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$554,136CYRevenuesLessExpensesAmt
Total Assets BOY$7,603,682TotalAssetsBOYAmt
Total Assets EOY$8,445,323TotalAssetsEOYAmt
Total Liabilities BOY$468,611TotalLiabilitiesBOYAmt
Total Liabilities EOY$357,091TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,135,071NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,088,232NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe mission of the Tuality Healthcare Foundation is to support Tuality Healthcare by funding projects and programs that enrich the patient experience and wellness of our community. We direct these funds to medical and health education projects CONTINUED ON SCHEDULE Oand programs we believe will advance our community's physical and mental quality of life.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$722,234ExpenseAmt
Grant$722,234GrantAmt
DescAcquire and manage philanthropic contributions and direct the funds to medical and health education projects that will advance the quality of life for members of the community.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$44,336ExpenseAmt
Grant$44,336GrantAmt
DescHealth educational materials and information access provided for various community health education programs.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$33,332ExpenseAmt
Grant$33,332GrantAmt
DescScholarships provided to employees for education and certification and high school students pursuing a healthcare career.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$799,902TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEREDITH PETERSON - TUALITY HEALTHCAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5036811570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 SE EIGHTH AVENUEAddressLine1Txt
CityHILLSBOROCityNm
State AbbreviationORStateAbbreviationCd
ZIP97123ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
TODD BAKER
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
ANN BARR-GILLESPIE
BOARD MEMBER0.50Yes (X)$0$0$0
TOM BELUSKO
BOARD MEMBER0.50Yes (X)$0$0$0
RUBIN CHANDRAN
BOARD MEMBER0.50Yes (X)$0$0$0
PAUL COUSSENS
BOARD MEMBER0.50Yes (X)$0$0$0
MIKE HENNINGSEN JR
BOARD MEMBER0.50Yes (X)$0$0$0
MARILYNN HELZERMAN
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
LORI JAMES-NIELSEN
BOARD MEMBER0.50Yes (X)Yes (X)$0$0$039.50
DON JONES
BOARD MEMBER0.50Yes (X)$0$0$0
LAURA MOORE
BOARD MEMBER0.50Yes (X)$0$0$0
NANCY PONZI
SECRETARY/TREASURER0.50Yes (X)Yes (X)$0$0$0
RON POWNE
BOARD MEMBER0.50Yes (X)$0$0$0
DICK STENSON
BOARD MEMBER0.50Yes (X)$0$0$0
HOWARD SULLIVAN
BOARD MEMBER0.50Yes (X)$0$0$0
DEVIN WILEY
BOARD MEMBER0.50Yes (X)$0$0$0
JUDY WILLEY
BOARD MEMBER0.50Yes (X)$0$0$0
FRED WILLIAMS
BOARD MEMBER0.50Yes (X)$0$510,602$0
GARY ZURBRUGG
BOARD MEMBER0.50Yes (X)$0$0$0
MARYKAY MORELLI
DIRECTOR OF FOUNDATION40.00Yes (X)$150,325$0$0
CECE CLITHEROE
FORMER DIRECTOR OF FOUNDATION40.00Yes (X)$73,033$0$0
MANNY BERMAN
CEO0.50Yes (X)$0$389,250$039.50
TIM FLEISHMANN
CFO0.50Yes (X)$0$271,926$039.50
FieldValueIRS element (for citing)
Total Reportable Comp From Org$223,358TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,171,778TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$1,303,890FundraisingAmt
All Other Contributions$93,088AllOtherContributionsAmt
Noncash Contributions$292,039NoncashContributionsAmt
Total Contributions$1,396,978TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,182TotalRevenueColumnAmt
Exclusion$129,182ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$125,779FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,303,890ContriRptFundraisingEventAmt
Fundraising Direct Expenses$297,637FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$171,858TotalRevenueColumnAmt
Exclusion-$171,858ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,354,302TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$42,676ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$766,570TotalAmt
Program Services$766,570ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$33,332TotalAmt
Program Services$33,332ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPURCHASED SERVICESDesc
Total$264TotalAmt
Management And General$264ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$800,166TotalAmt
Program Services$799,902ProgramServicesAmt
Management And General$264ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$82,921BOYAmt
EOY$253,139EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,414BOYAmt
EOY$157,555EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,485,968BOYAmt
EOY$8,014,174EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$25,379BOYAmt
EOY$20,455EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,603,682BOYAmt
EOY$8,445,323EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,953BOYAmt
EOY$498EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$460,658BOYAmt
EOY$356,593EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$468,611BOYAmt
EOY$357,091EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$672,668BOYAmt
EOY$731,288EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,678,217BOYAmt
EOY$4,568,974EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,784,186BOYAmt
EOY$2,787,970EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,135,071BOYAmt
EOY$8,088,232EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,603,682BOYAmt
EOY$8,445,323EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$554,136ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$399,025NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Tuality HealthcareBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN930430029EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$766,570SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$766,570SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,462,402BeginningYearBalanceAmt
Contributions$1,434,234ContributionsAmt
Investment Earnings Or Losses$476,742InvestmentEarningsOrLossesAmt
Other Expenditures$1,016,434OtherExpendituresAmt
End Year Balance$7,356,944EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,643,190BeginningYearBalanceAmt
Contributions$1,171,894ContributionsAmt
Investment Earnings Or Losses$667,800InvestmentEarningsOrLossesAmt
Other Expenditures$1,020,482OtherExpendituresAmt
End Year Balance$6,462,402EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,336,245BeginningYearBalanceAmt
Contributions$788,600ContributionsAmt
Investment Earnings Or Losses$380,609InvestmentEarningsOrLossesAmt
Other Expenditures$862,264OtherExpendituresAmt
End Year Balance$5,643,190EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,741,360BeginningYearBalanceAmt
Contributions$964,702ContributionsAmt
Investment Earnings Or Losses-$243,484InvestmentEarningsOrLossesAmt
Other Expenditures$1,126,333OtherExpendituresAmt
End Year Balance$5,336,245EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,255,722BeginningYearBalanceAmt
Contributions$977,540ContributionsAmt
Investment Earnings Or Losses$632,924InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,069GrantsOrScholarshipsAmt
Other Expenditures$1,110,757OtherExpendituresAmt
End Year Balance$5,741,360EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.38000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.62000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to AffiliatesDesc
Amt$356,593Amt
FieldValueIRS element (for citing)
Total Liability$356,593TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4FormAndLineReferenceDesc
ExplanationThe organization intends to manage the endowment funds for future assistance in pursuing its mission by supporting medical and health education projects and programs that we believe will advance our community's physical and mental quality of life.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Salud AuctionEvent1Nm
Gross Receipts Event1$869,885GrossReceiptsEvent1Amt
Charitable Contri Event1$788,560CharitableContriEvent1Amt
Gross Revenue Event1$81,325GrossRevenueEvent1Amt
Other Direct Expenses Event1$206,113OtherDirectExpensesEvent1Amt
Event2Dinner DanceEvent2Nm
Gross Receipts Event2$487,359GrossReceiptsEvent2Amt
Charitable Contri Event2$466,275CharitableContriEvent2Amt
Gross Revenue Event2$21,084GrossRevenueEvent2Amt
Other Direct Expenses Event2$4,407OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$72,425GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$49,055CharitableContriOtherEventsAmt
Gross Revenue Other Events$23,370GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$87,117OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,429,669GrossReceiptsTotalAmt
Charitable Contributions Tot$1,303,890CharitableContributionsTotAmt
Gross Revenue Total Events$125,779GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$297,637OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$297,637DirectExpenseSummaryEventsAmt
Net Income Summary-$171,858NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Tuality HealthcareBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 SE Eighth AvenueAddressLine1Txt
CityHillsboroCityNm
State AbbreviationORStateAbbreviationCd
ZIP97123ZIPCd
FieldValueIRS element (for citing)
Recipient EIN930430029RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$766,570CashGrantAmt
Purpose Of GrantSupportPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEducation ScholarshipsGrantTypeTxt
Recipient53RecipientCnt
Cash Grant$33,332CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationInternal records document the supported organization's use of funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
FRED WILLIAMS
BOARD MEMBER$0$510,602$0$0$0$0$0$0$0$0$0$510,602$0$0
MARYKAY MORELLI
DIRECTOR OF FOUNDATION$150,325$0$0$0$0$0$0$0$0$0$150,325$0$0$0
MANNY BERMAN
CEO$0$389,250$0$0$0$0$0$0$0$0$0$389,250$0$0
TIM FLEISHMANN
CFO$0$271,926$0$0$0$0$0$0$0$0$0$271,926$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 4b:FormAndLineReferenceDesc
Explanation$158,569 Manuel Berman $172,733 Tim FleischmannExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescWine, Vacations, Etc.Desc
Contribution197ContributionCnt
Noncash Contributions Rpt F990$292,039NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationTuality Healthcare Foundation utilizes the services of a third party auctioneer who is paid a flat fee for providing auctioneer services.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6Tuality Health Care is the sole member designated as the "Corporate Member" of Tuality Healthcare Foundation.
Form 990, Part VI, Section A, line 7aThe Tuality Healthcare Board of Directors approves Directors appointed to the Tuality Healthcare Foundation Board.
Form 990, Part VI, Section A, line 7bUpon request of the Board and such other times as the Corporate Member may elect, the Corporate Member shall review the affairs of Tuality Healthcare Foundation and take such action as it deems appropriate in accordance with Tuality Healthcare Foundation's bylaws.
Form 990, Part VI, Section B, line 11bA copy of the 990 is reviewed by Tuality Hospital's Director of Finance. Then it is presented to the Tuality Foundation Board of Directors.
Form 990, Part VI, Section B, line 12cThe organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by making it part of the employee's annual review. Board members are also required to review the policy annually. All afore said parties are required to certify that they have read the conflict of interest policy, have disclosed any potential conflicts of interest, and agree to immediately notify the Compliance Officer if a conflict should arise. Corrective actions are to be taken immediately to address any conflicts of interest.
Form 990, Part VI, Section B, line 15An independent board of directors is responsible for determining the compensation of CEOs, executive directors, officers, and key employees. Compensation is reviewed annually. Comparability data is taken into consideration in setting compensation.
Form 990, Part VI, Section C, line 19The organization's tax returns are made available for public inspection on the following website: Guidestar.org. Governing documents are made available upon written request to the Chief Financial Officer of Tuality Healthcare.
Form 990, Part XII, Line 2c:Tuality Healthcare's board of directors and officers of the organization are responsible for overseeing the financial audit and choosing qualified auditors.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Tuality Healthcare
335 SE Eighth AvenueHillsboroOR97123930430029HospitalOR501(c)(3)3Tuality Healthcare Inc0
Tuality Property Management Inc
PO Box 309HIllsboroOR97123930840810Exempt Organization Property ManagementOR501(c)(2)N/ATuality Healthcare Inc0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Tuality Management Systems IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 SE 8th AvenueAddressLine1Txt
CityHillsboroCityNm
State AbbreviationORStateAbbreviationCd
ZIP97123ZIPCd
FieldValueIRS element (for citing)
EIN930840778EIN
Primary ActivitiesOther Medical ServicesPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Tuality Healthcare IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Tuality Healthcare Inc
B$766,570Cash
Tuality Healthcare Inc
O$465,359Actual Cost
Tuality Healthcare Inc
E$356,860Cash
Tuality Healthcare Inc
D$20,115Cash

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