THE PHYSICIANS FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE PHYSICIANS FOUNDATION INC (EIN 20-0914085)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349308435
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:15:10-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463330935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVENSON HAMANN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1779 WELLS BRANCH PKWY 110B-292 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200914085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHYSICIANS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHYS | BusinessNameControlTxt |
| Phone | 6173990417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET NO 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PRICE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6173990417 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE AVENSON | PreparerPersonNm |
| PTIN | P01259734 | PTIN |
| Phone | 5126939131 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.42.144.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 13:15:07 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7FBB1FF3FA313FF48503ED9694125008F8DDFE26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FBB1FF3FA313FF48503ED9694125008F8DDFE26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN DORMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET NO 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,924,085 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHYSICIANSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PURPOSE IS TO ADVANCE THE WORK OF PRACTICING PHYSICIANS AND TO IMPROVE THE QUALITY OF HEALTH CARE FOR ALL AMERICANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,445,716 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,793,923 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,350 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,480,066 | PYTotalRevenueAmt |
| CY Total Revenue | $4,793,923 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,037,341 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,829,978 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $212,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $219,500 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,242,893 | PYOtherExpensesAmt |
| CY Other Expenses | $3,297,446 | CYOtherExpensesAmt |
| PY Total Expenses | $8,492,234 | PYTotalExpensesAmt |
| CY Total Expenses | $9,346,924 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,012,168 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,553,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,536,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,293,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,072,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,285,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,464,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,007,865 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES OF PUBLICLY SUPPORTED ORGANIZATIONS WHOSE PURPOSES INCLUDE PROMOTING HIGH QUALITY MEDICAL CARE, INCLUDING, WITHOUT LIMITATION, ASSISTING PHYSICIANS AND THE PUBLIC TO IMPROVE THE QUALITY OF CARE RECEIVED BY PATIENTS IN THE EVOLVING HEALTHCARE ENVIRONMENT, IN A MANNER THAT CONSTITUTES CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,485,275 | ExpenseAmt |
| Grant | $5,829,978 | GrantAmt |
| Desc | GRANTMAKING: AWARDED GRANTS TO DEVELOP LEADERSHIP SKILLS IN PHYSICIANS, TO PILOT LEADERSHIP PROGRAMS AT THE RESIDENCY LEVEL, AND TO EMPOWER PHYSICIANS TO DELIVER HIGH QUALITY CARE TO PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,000 | ExpenseAmt |
| Desc | CONDUCTED A PHYSICIAN SURVEY TO OBTAIN A DETAILED UNDERSTANDING OF PHYSICIANS' PROFESSIONAL MORALE, PRACTICE PATTERNS, CAREER PLANS, AND PERSPECTIVES IN ORDER TO BETTER SERVE THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $130,802 | ExpenseAmt |
| Desc | LEADERSHIP: HOSTED THE ANNUAL KARL M. ALTENBURGER LEADERSHIP ACADEMY AND PROVIDED PHYSICIAN LEADERS WITH THE SKILLS AND INFORMATION THEY NEED TO ENHANCE THEIR LEADERSHIP ABILITIES AND BUILD THE CAPACITY OF STATE MEDICAL ASSOCIATIONS. PARTICIPATING PHYSICIANS RECEIVED CATEGORY 1 CREDITS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,580 | ExpenseAmt |
| Desc | RESEARCH: INITIATED A PATIENT SURVEY TO OBTAIN A MORE DETAILED UNDERSTANDING OF HOW THE AFFORDABLE CARE ACT, AS WELL AS OTHER ASPECTS OF HEALTHCARE AND HEALTHCARE REFORM IMPACT PATIENTS' PERCEPTIONS.SUPPORTED RESEARCH AND PUBLICATION ON HEALTH CARE COST AS RELATED TO HEALTH CARE REFORMS.OTHER PROGRAM SERVICES CONDUCTED IN CONNECTION WITH THE FOUNDATION'S STATED CHARITABLE PURPOSE WHICH IS TO PROMOTE HIGH QUALITY HEALTHCARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $269,580 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,915,657 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DORMAN | PersonNm |
| Phone | 6173990417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH STREET SUITE 100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RAY WALKER MD | |||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $14,000 | $0 | $0 | |
| TODD ATWATER | |||||||
| MEMBER | 5.00 | Yes (X) | $7,500 | $0 | $0 | ||
| SUNNY RAMCHANDANI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUBHI ALI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| SANDRA JOHNSON | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| RUSSELL LIBBY MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| RIP HOLLISTER MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| RALPH NOBO MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| PHIL SCHUH | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $325,000 | $0 | 40.00 | |
| PAUL HARRINGTON | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $130,000 | $13,000 | 40.00 | |
| PALMER JONES | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| LOU GOODMAN | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $896,560 | $142,987 | 40.00 | |
| JOSEPH VALENTI MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| JENNIFER HANSCOM | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $214,173 | $18,708 | 40.00 | |
| GERALD MCKENNA MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| GARY PRICE MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| DUSTIN CORCORAN | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $679,887 | $65,357 | 40.00 | |
| DON ALEXANDER | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| ALEX MALTER MD | |||||||
| MEMBER | 5.00 | Yes (X) | $10,000 | $0 | $0 | ||
| ROBERT SELIGSON | |||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $12,000 | $413,569 | $0 | 40.00 |
| LARRY DOWNS | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $12,000 | $222,818 | $0 | 40.00 |
| LAWRENCE BRAUD MD | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| ALAN PLUMMER MD | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | |
| MARCH SEABROOK | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $6,000 | $0 | 5.00 | |
| JOHN DORMAN | |||||||
| COO | 5.00 | Yes (X) | $0 | $477,513 | $66,310 | 40.00 | |
| TIM NORBECK | |||||||
| CEO | 5.00 | Yes (X) | $0 | $0 | $0 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $219,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,365,520 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $306,362 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMA FOUNDATIONS | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | GRANT MANAGEMENT | $473,173 |
| COOPERKATZ | |||||
| 205 LEXINGTON AVE 5TH FLOOR | NEW YORK | NY | 10016 | COMMUNICATIONS | $374,099 |
| NORBECK ASSOCIATES LLC | |||||
| 22451 GLENVIEW LANE | BONITA SPRINGS | FL | 34135 | EXECUTIVE MANAGEMENT | $300,000 |
| COO INFORMATICS LLC | |||||
| 9900 SPECTRUM DR | AUSTIN | TX | 78717 | EXECUTIVE MANAGEMENT | $125,000 |
| ALSTON AND BIRD | |||||
| ONE ATLANTIC CENTER 1201 W PEACHTR | ATLANTA | GA | 30309 | LEGAL SERVICES | $116,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,470,662 | TotalRevenueColumnAmt |
| Exclusion | $2,470,662 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,453,423 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,130,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,323,261 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,323,261 | TotalRevenueColumnAmt |
| Exclusion | $2,323,261 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,793,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,793,923 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,829,978 | TotalAmt |
| Program Services | $5,829,978 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,500 | TotalAmt |
| Program Services | $167,910 | ProgramServicesAmt |
| Management And General | $51,590 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
| Program Services | $138,750 | ProgramServicesAmt |
| Management And General | $261,250 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,901 | TotalAmt |
| Management And General | $170,901 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,030 | TotalAmt |
| Management And General | $116,030 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,626 | TotalAmt |
| Management And General | $350,626 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,318 | TotalAmt |
| Program Services | $578,722 | ProgramServicesAmt |
| Management And General | $241,596 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,110 | TotalAmt |
| Management And General | $7,110 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,686 | TotalAmt |
| Program Services | $42,506 | ProgramServicesAmt |
| Management And General | $99,180 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,627 | TotalAmt |
| Program Services | $251,649 | ProgramServicesAmt |
| Management And General | $70,978 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,237 | TotalAmt |
| Program Services | $129,665 | ProgramServicesAmt |
| Management And General | $36,572 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,340 | TotalAmt |
| Management And General | $19,340 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPONSORSHIPS | $511,244 | $511,244 | |
| PROFESSIONAL CONSULTING | $299,580 | $299,580 | |
| LEADERSHIP DEVELOPMENT | $130,802 | $130,802 | |
| DUES AND SUBSCRIPTIONS | $6,094 | $6,094 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$165,149 | TotalAmt |
| Program Services | -$165,149 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,346,924 | TotalAmt |
| Program Services | $7,915,657 | ProgramServicesAmt |
| Management And General | $1,431,267 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,133 | BOYAmt |
| EOY | $3,251,313 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,781 | BOYAmt |
| EOY | $64,514 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,135,090 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,658,051 | BOYAmt |
| EOY | $56,842,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,536,965 | BOYAmt |
| EOY | $119,293,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,822 | BOYAmt |
| EOY | $177,223 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,961,480 | BOYAmt |
| EOY | $3,107,977 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,302 | BOYAmt |
| EOY | $3,285,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,464,663 | BOYAmt |
| EOY | $116,007,865 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,464,663 | BOYAmt |
| EOY | $116,007,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,536,965 | BOYAmt |
| EOY | $119,293,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,553,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,096,203 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 87 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (87 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ALASKA STATE MEDICAL ASSOCIATION | ||||
| 926002176 | 10 | Yes (1) | $0 | $0 |
| CALIFORNIA MEDICAL ASSOCIATION | ||||
| 940359340 | 10 | Yes (1) | $0 | $0 |
| CONNECTICUT STATE MEDICAL SOCIETY | ||||
| 060665164 | 10 | Yes (1) | $0 | $0 |
| DENTON COUNTY MEDICAL SOCIETY | ||||
| 751676014 | 10 | Yes (1) | $0 | $0 |
| EL PASO COUNTY MEDICAL SOCIETY | ||||
| 741238007 | 10 | Yes (1) | $0 | $0 |
| FLORIDA MEDICAL ASSOCIATION | ||||
| 590559672 | 10 | Yes (1) | $0 | $0 |
| HAWAII MEDICAL ASSOCIATION | ||||
| 990067306 | 10 | Yes (1) | $0 | $0 |
| LOUISIANA STATE MEDICAL SOCIETY | ||||
| 720386637 | 10 | Yes (1) | $0 | $0 |
| MEDICAL ASSOCIATION OF GEORGIA | ||||
| 580605267 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NEW JERSEY | ||||
| 210601684 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NEW YORK | ||||
| 131030760 | 10 | Yes (1) | $0 | $0 |
| MEDICAL SOCIETY OF NORTHERN VIRGINA | ||||
| 540739279 | 10 | Yes (1) | $0 | $0 |
| NEBRASKA MEDICAL ASSOCIATION | ||||
| 470372108 | 10 | Yes (1) | $0 | $0 |
| NEW HAMPSHIRE MEDICAL SOCIETY | ||||
| 020223176 | 10 | Yes (1) | $0 | $0 |
| NORTH CAROLINA MEDICAL ASSOCIATION | ||||
| 560320130 | 10 | Yes (1) | $0 | $0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION | ||||
| 570248750 | 10 | Yes (1) | $0 | $0 |
| TENNESSEE MEDICAL ASSOCIATION | ||||
| 620382010 | 10 | Yes (1) | $0 | $0 |
| TEXAS MEDICAL ASSOCIATION | ||||
| 741078510 | 10 | Yes (1) | $0 | $0 |
| VERMONT MEDICAL SOCIETY | ||||
| 030164911 | 10 | Yes (1) | $0 | $0 |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||||
| 910462170 | 10 | Yes (1) | $0 | $0 |
| ACCMA COMMUNITY HEALTH FOUNDATION | ||||
| 461703508 | 7 | 0 | $0 | $0 |
| AMERICAN ACADEMY OF DERMATOLOGY | ||||
| 410793046 | 10 | 0 | $0 | $0 |
| AMERICAN ACADEMY OF PEDIATRICS | ||||
| 362275597 | 10 | 0 | $0 | $0 |
| AMERICAN MEDICAL ASSOCIATION FOUNDATION | ||||
| 366080517 | 7 | 0 | $76,446 | $0 |
| AMERICARES FOUNDATION INC | ||||
| 061008595 | 7 | 0 | $100,000 | $0 |
| BENJAMIN RUSH INSTITUTE | ||||
| 461848302 | 7 | 0 | $40,000 | $0 |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JR UNIVERSITY | ||||
| 941156365 | 2 | 0 | $225,000 | $0 |
| CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||
| 941149565 | 7 | 0 | $0 | $0 |
| CENTER FOR A HEALTHY MARYLAND | ||||
| 521110642 | 7 | 0 | $150,000 | $0 |
| COLORADO MEDICAL SOCIETY FOUNDATION | ||||
| 841390157 | 10 | 0 | $0 | $0 |
| COMMUNITY SERVICE EDUCATION AND RESEARCH FUND | ||||
| 237003581 | 7 | 0 | $134,171 | $0 |
| CONNECTICUT STATE MEDICAL SOCIETY PHYSICIAN HEALTH & EDUCATION FUND | ||||
| 061425205 | 7 | 0 | $0 | $0 |
| DANIEL HANLEY CENTER FOR HEALTH LEADERSHIP | ||||
| 204271488 | 7 | 0 | $0 | $0 |
| DELAWARE MEDICAL EDUCATION FOUNDATION | ||||
| 510343625 | 7 | 0 | $0 | $0 |
| DOCS FOR PATIENT CARE FOUNDATION | ||||
| 464752703 | 10 | 0 | $262,488 | $0 |
| EQUALHEALTH INC (PHYSICIANS FOR HAITI) | ||||
| 273645742 | 7 | 0 | $0 | $0 |
| FAMILY HEALTH CENTER OF WORCESTER | ||||
| 042485308 | 7 | 0 | $150,000 | $0 |
| FOUNDATION FOR HEALTHY FLORIDIANS | ||||
| 462259497 | 7 | 0 | $650,000 | $0 |
| FOUNDATION OF THE AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES | ||||
| 362915937 | 10 | 0 | $0 | $0 |
| HAWAII MEDICAL FOUNDATION | ||||
| 237063698 | 7 | 0 | $0 | $0 |
| HEALTH LEADS | ||||
| 450484533 | 7 | 0 | $340,000 | $0 |
| INDIANA MEDICAL FOUNDATION | ||||
| 237001672 | 7 | 0 | $0 | $0 |
| INSTITUTE FOR MEDICAL QUALITY | ||||
| 943240330 | 10 | 0 | $0 | $0 |
| INSTITUTE OF MEDICINE AND PUBLIC & NEW JERSEY | ||||
| 200678012 | 7 | 0 | $150,000 | $0 |
| JOAN & SANFORD I WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY NYPH-WEILL CO | ||||
| 131623978 | 2 | 0 | $0 | $0 |
| KANSAS MEDICAL FOUNDATION | ||||
| 481194663 | 7 | 0 | $0 | $0 |
| KENTUCKY FOUNDATION FOR MEDICAL CARE | ||||
| 237181728 | 7 | 0 | $0 | $0 |
| LOUISIANA STATE MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | ||||
| 237029259 | 7 | 0 | $146,000 | $0 |
| MAINE QUALITY COUNTS | ||||
| 204935972 | 7 | 0 | $149,996 | $0 |
| MAYO CLINIC | ||||
| 416011702 | 10 | 0 | $100,000 | $0 |
| MEDICAL ASSOCIATION OF GEORGIA FOUNDATION | ||||
| 586066431 | 7 | 0 | $150,000 | $0 |
| MEDICAL EDUCATION AND SCIENTIFIC FOUNDATION OF NY | ||||
| 112780360 | 7 | 0 | $150,000 | $0 |
| MEDICAL SOCIETY OF VIRGINIA FOUNDATION | ||||
| 521394768 | 7 | 0 | $150,000 | $0 |
| METRO OMAHA MEDICAL SOCIETY FOUNDATION | ||||
| 470814363 | 10 | 0 | $149,620 | $0 |
| MICHIGAN STATE MEDICAL SOCIETY FOUNDATION | ||||
| 386069432 | 7 | 0 | $150,000 | $0 |
| MINNEAPOLIS MEDICAL RESEARCH FOUNDATION (HENNEPIN HEALTHCARE RESEARCH) | ||||
| 411677920 | 7 | 0 | $99,922 | $0 |
| MISSISSIPPI STATE MEDICAL ASSOCIATION FOUNDATION | ||||
| 570906060 | 10 | 0 | $0 | $0 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||
| 463696068 | 10 | 0 | $0 | $0 |
| MOUNT SINAI MEDICAL CENTER | ||||
| 136271888 | 7 | 0 | $148,397 | $0 |
| NEBRASKA MEDICAL FOUNDATION | ||||
| 476036827 | 7 | 0 | $150,000 | $0 |
| NORTH CAROLINA MEDICAL SOCIETY FOUNDATION | ||||
| 566088142 | 7 | 0 | $0 | $0 |
| OHIO MEDICAL EDUCATION FOUNDATION | ||||
| 310907287 | 10 | 0 | $80,000 | $0 |
| PALM BEACH COUNTY MEDICAL SOCIETY SERVICES | ||||
| 651048299 | 7 | 0 | $0 | $0 |
| PHYSICIANS BENEVOLENT FUND | ||||
| 746050660 | 7 | 0 | $500,000 | $0 |
| REGENTS OF THE UNIVERSITY OF CALIFRONIA SAN FRANCISCO | ||||
| 946036493 | 7 | 0 | $150,000 | $0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION FOUNDATION | ||||
| 570168534 | 10 | 0 | $0 | $0 |
| SOUTH DAKOTA STATE MEDICAL ASSOCIATION FOUNDATION | ||||
| 466012680 | 5 | 0 | $0 | $0 |
| TENNESSEE MEDICAL EDUCATION FUND INC (TN MEDICAL ASSOCIATION STUDENT EDUCA | ||||
| 626049920 | 7 | 0 | $150,000 | $0 |
| TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION | ||||
| 742749879 | 7 | 0 | $150,000 | $0 |
| THE BOWLER-BARTLETT FOUNDATION | ||||
| 237425858 | 7 | 0 | $150,000 | $0 |
| THE GENERAL HOSPITAL (MASSACHUSETTS GENERAL HOSPITAL) | ||||
| 042697983 | 3 | 0 | $100,000 | $0 |
| TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION | ||||
| 741720086 | 7 | 0 | $150,000 | $0 |
| TWIN CITIES MEDICAL SOCIETY FOUNDATION | ||||
| 510178010 | 10 | 0 | $0 | $0 |
| UNITED PHYSICIANS AND SURGEONS OF AMERICA | ||||
| 471819061 | 7 | 0 | $0 | $0 |
| UNIVERSITY MEDICINE FOUNDATION (BROWN MEDICINE) | ||||
| 050450410 | 4 | 0 | $0 | $0 |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||
| 043167352 | 2 | 0 | $0 | $0 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||
| 566001393 | 2 | 0 | $0 | $0 |
| UTAH MEDICAL ASSOCIATION FOUNDATION | ||||
| 876122299 | 10 | 0 | $0 | $0 |
| VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | ||||
| 200183445 | 10 | 0 | $150,000 | $0 |
| WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC | ||||
| 455586998 | 10 | 0 | $127,938 | $0 |
| WISCONSIN MEDICAL SOCIETY FOUNDATION | ||||
| 396045649 | 7 | 0 | $150,000 | $0 |
| WSMA FOUNDATION FOR HEALTH CARE IMPROVEMENT | ||||
| 916074463 | 7 | 0 | $0 | $0 |
| WYOMING MEDICAL SOCIETY SCHOLARSHIP FUND | ||||
| 836004846 | 7 | 0 | $150,000 | $0 |
| CALIFORNIA MEDICAL ASSOCIATION FOUNDATION | ||||
| 946062822 | 7 | 0 | $0 | $0 |
| FOUNDATION OF THE PENNSYLVANIA MEDICAL ASSOCIATION | ||||
| 231511600 | 7 | 0 | $0 | $0 |
| ALPERT MEDICAL SCHOOL OF BROWN UNIVERSITY | ||||
| 050258809 | 2 | 0 | $0 | $0 |
| PHYSICIANS' INSTITUTE | ||||
| 300211350 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 87 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,829,978 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | SUPPORTED ORGANIZATIONS ARE DESIGNATED IN THE GOVERNING DOCUMENTS BY CLASS OR PURPOSE: "TO SUPPORT, BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES OF PUBLICLY SUPPORTED ORGANIZATIONS WHOSE PURPOSES INCLUDE PROMOTING HIGH QUALITY MEDICAL CARE, INCLUDING, WITHOUT LIMITATION, ASSISTING PHYSICIANS AND THE PUBLIC TO IMPROVE THE QUALITY OF CARE RECEIVED BY PATIENTS IN THE EVOLVING HEALTHCARE ENVIRONMENT, IN A MANNER THAT CONSTITUTES CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE." |
| PART IV, SECTION A, LINE 2: | THE FOUNDATION DETERMINED AT INCEPTION IN 2006 THAT EACH OF ITS NAMED SUPPORTED ORGANIZATIONS ARE DEEMED TO BE DESCRIBED IN SECTION 509(A)(2) BECAUSE ITS MEMBERSHIP DUES CONSTITUTED MORE THAN ONE THIRD OF THEIR SUPPORT, AND THAT NO MORE THAN ONE THIRD OF THEIR SUPPORT CAME FROM GROSS INVESTMENT INCOME AND NET UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION CONFIRMS ANNUALLY THAT ITS SUPPORTED ORGANIZATIONS MEET THE REQUIREMENTS OF SECTION 509(A)(2). |
| PART IV, SECTION A, LINE 3B: | THE FOUNDATION MAINTAINS A COPY OF THE DETERMINATION LETTER FOR EACH SUPPORTED ORGANIZATION THAT QUALIFIES UNDER SECTION 501(C)(6) ALONG WITH AN ANNUALLY-UPDATED SCHEDULE DEMONSTRATING THE ORGANIZATION'S COMPLIANCE WITH THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. |
| PART IV, SECTION A, LINE 3C: | TO ENSURE THAT ITS ASSETS ARE USED FOR CHARITABLE PURPOSES, THE FOUNDATION MAKES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS AND ONLY FOR PROJECTS THAT ARE APPROVED AFTER A RIGOROUS APPLICATION PROCESS. GRANTS ARE MADE SUBJECT TO A WRITTEN AGREEMENT REQUIRING PERIODIC AND FINAL FINANCIAL AND NARRATIVE REPORTS AND PROVIDING THAT THE FOUNDATION MAY WITHHOLD FUTURE PAYMENTS AND DEMAND CORRECTION OF MISUSE OF FUNDS SHOULD THE FOUNDATION DETERMINE FUNDS HAVE NOT BEEN USED FOR APPROVED PURPOSES. |
| PART IV, SECTION A, LINE 5A: | AS DESCRIBED IN PART IV, NUMBER 3C, THE FOUNDATION MAKES GRANTS TO 501(C)(3) ORGANIZATIONS THAT ARE INCLUDED IN THE CLASS OF ORGANIZATIONS DESIGNATED IN THE GOVERNING DOCUMENTS BY CLASS OR PURPOSE. IN 2017 THE FOUNDATION MADE NEW GRANTS TO 21 ORGANIZATIONS THAT WERE NOT LISTED ON THE 2016 FORM 990. NO PAYMENTS WERE MADE IN 2017 TO 33 ORGANIZATIONS THAT WERE LISTED ON THE 2016 FORM 990 BECAUSE THE GRANT PERIOD ENDED IN 2016. NAMES AND EINS ARE AVAILABLE ON SCHEDULE A, PART VI OF THE 2016 AND 2017 FORMS 990. |
| PART IV, SECTION B, LINE 2: | IN ADDITION TO MAKING GRANTS TO 501(C)(3) ORGANIZATIONS OPERATED, SUPERVISED OR CONTROLLED BY SUPPORTED ORGANIZATIONS NAMED IN THE ORGANIZING DOCUMENTS, THE FOUNDATION ALSO GIVES GRANTS TO 501(C)(6) ORGANIZATIONS TO CARRY OUT THE FOUNDATION'S CHARITABLE PURPOSES. SEE REV. RUL. 76-401, 1976-C.B. 175, WHICH PROVIDES THAT THE GENERAL REQUIREMENTS OF SECTIONS 1.509(A)-4(C), (D) AND (E) OF THE REGULATIONS ARE INAPPLICABLE TO SUPPORTED SECTION 501(C)(6) ORGANIZATIONS FOR PURPOSES OF SATISFYING BOTH THE ORGANIZATIONAL AND OPERATIONAL TESTS OF SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION MAKES GRANTS TO PUBLICLY SUPPORTED ORGANIZATIONS THAT DO NOT CONTROL THE FOUNDATION, BUT BY BENFITTINGN THEM, THE FOUNDATION CARRIES OUT THE PURPOSE OF THE CONTROLLING SIGNATORY ENTITIES, AS PERMITTED UNDER SECTION 1.509(A)-4(G)(1)(II) OF THE REGULATIONS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD TOTAL BD MKT IDX INST | $13,378,656 | F |
| METROPOLITAN WST INTM BD I | $10,365,149 | F |
| S&P 500 INDEX FUND | $10,103,114 | F |
| ISHARES SP SMALLCAP 600 INDEX | $9,281,567 | F |
| FPA CRESCENT FD INSTL | $6,915,742 | F |
| ISHARES S&P MIDCAP 400 INDEX | $6,797,920 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $56,842,148 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,890,126 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,096,203 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,096,203 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,793,923 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,793,923 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,346,924 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,346,924 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,346,924 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY OF INCOME TAXES BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES. AT DECEMBER 31, 2017, THE FOUNDATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM ITS TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BENJAMIN RUSH INSTITUTE | |||||||
| PO BOX 3113 | HALF MOON BAY | CA | 94019 | 461848302 | 501(C)(3) | $40,000 | TO PROVIDE SCHOLARSHIPS TO MEDICAL STUDENTS TO ATTEND AT MEDICAL SOCIETY AND PROFESSIONAL ASSOC CONFERENCES TO LEARN ABOUT HEALTH POLICY AND NETWORK WITH PRACTICING PHYSICIANS. |
| AMERICAN MEDICAL ASSOCIATION FOUNDATION | |||||||
| 330 N WABASH AVE | CHICAGO | IL | 60611 | 366080517 | 501(C)(3) | $76,446 | TO SUPPORT THE JOY IN MEDICINE MULTI-STAKEHOLDER MEETING TO BRING TOGETHER PHYSICIANS, HEALTH SYSTEM LEADERS, POLICY MAKERS, PAYERS, SPECIALTY SOCIETIES, PATIENT AND FAMILY REPRESENTATIVES, AND QUALITY AND SAFETY ORGANIZATIONS TO CREATE A STRATEGIC MULTI-PRONGED PLAN TO ADDRESS PHYSICIAN WELL-BEING |
| OHIO MEDICAL EDUCATION FOUNDATION | |||||||
| 5115 PARKCENTER AVENUE SUITE 200 | DUBLIN | OH | 43017 | 310907287 | 501(C)(3) | $80,000 | TO DEVELOP THE HEALTH SYSTEM PHYSICIAN POLICY AND ADVOCACY INSTITUTE AIMED TO CREATE SOPHISTICATED, KNOWLEDGEABLE AND ACTIVE PHYSICIAN LEADERS |
| MINNEAPOLIS MEDICAL RESEARCH FOUNDATION (HENNEPIN HEALTHCARE RESEARCH) | |||||||
| 701 PARK AVE PP7700 | MINNEAPOLIS | MN | 55415 | 411677920 | 501(C)(3) | $99,922 | TO CREATE A MENTORING PROGRAM FOCUSED ON PROMOTING PROFESSIONAL FULFILLMENT AND REDUCING BURNOUT AMONG PHYSICIANS IN THE DEPARTMENT OF MEDICINE |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | 061008595 | 501(C)(3) | $100,000 | PUERTO RICO HURRICANE RELIEF |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $100,000 | TO DEVELOP AND IMPLEMENT A COACHING INTERVENTION STUDY FOR MID-CAREER PHYSICIANS TO ADDRESS PHYSICIAN BURNOUT |
| THE GENERAL HOSPITAL (MASSACHUSETTS GENERAL HOSPITAL) | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $100,000 | TO STUDY THE IMPACT OF A LONGITUDINAL RELATIONSHIP BETWEEN A RESIDENT OR FACULTY MEMBER AND A FACULTY COACH TRAINED IN POSITIVE PSYCHOLOGY COACHING |
| WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC | |||||||
| 304 SUMMIT ST | ASHEVILLE | NC | 28803 | 455586998 | 501(C)(3) | $127,938 | TO OFFER A MULTI-FACETED PROGRAM TO ADDRESS PHYSICIAN BURNOUT, INCLUDING COACHING, COUNSELING, RETREATS, AND OTHER RESOURCES |
| COMMUNITY SERVICE EDUCATION AND RESEARCH FUND | |||||||
| 5380 ELVAS AVE SUITE 104 | SACRAMENTO | CA | 95819 | 237003581 | 501(C)(3) | $134,171 | TO ESTABLISH THE JOY OF MEDICINE PROGRAM TO IMPROVE PHYSICIAN WELL-BEING |
| LOUISIANA STATE MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | |||||||
| 6767 PERKINS ROAD NO 100 | BATON ROUGE | LA | 70808 | 237029259 | 501(C)(3) | $146,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM PROVIDE YOUNG PHYSICIANS WITH EXPERIENCE AND TRAINING IN THE CORE APTITUDES TO EXCEL IN LEADERSHIP POSITIONS OUTSIDE THE PRACTICE OF MEDICINE |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | 136271888 | 501(C)(3) | $148,397 | TO IMPLEMENT AN EVIDENCE-BASED, PHYSICIAN-LED INITIATIVE TO ADDRESS PHYSICIAN BURNOUT |
| METRO OMAHA MEDICAL SOCIETY FOUNDATION | |||||||
| 7906 DAVENPORT ST | OMAHA | NE | 68114 | 470814363 | 501(C)(3) | $149,620 | TO CREATE A COMPREHENSIVE PHYSICIAN WELLNESS PROGRAM TO HELP IDENTIFY BURNOUT AND PROMOTE RESILIENCY |
| MAINE QUALITY COUNTS | |||||||
| PO BOX 16 | MANCHESTER | ME | 04351 | 204935972 | 501(C)(3) | $149,996 | TO EXPAND THE LEADERSHIP ON THE FRONT LINES PROGRAM FOCUSING ON HELPING PHYSICIANS ENHANCE THEIR LEADERSHIP SKILLS TO BE ON THE FRONTLINES OF ADDRESS EMERGING PUBLIC HEALTH CRISES |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JR UNIVERSITY | |||||||
| 1520 PAGE MILL ROAD | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $225,000 | TO DEVELOP AND IMPLEMENT A PROGRAM TO DRIVE PHYSICIAN ENGAGEMENT TO CREATE AN ORGANIZATIONAL CULTURE OF WELLNESS |
| CENTER FOR A HEALTHY MARYLAND | |||||||
| 1211 CATHEDRAL ST | BALTIMORE | MD | 21201 | 521110642 | 501(C)(3) | $150,000 | TO SUPPPORT THE CREATION AND IMPLEMENTATION OF A CERTIFICATE PROGRAM IN PHYSICIAN LEADERSHIP |
| FAMILY HEALTH CENTER OF WORCESTER | |||||||
| 26 QUEEN ST | WORCESTER | MA | 01610 | 042485308 | 501(C)(3) | $150,000 | TO DEVELOP AND IMPLEMENT A 3-PART PHYSICIAN WELLNESS PROGRAM |
| INSTITUTE OF MEDICINE AND PUBLIC & NEW JERSEY | |||||||
| 2 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 200678012 | 501(C)(3) | $150,000 | TO SUPPORT IMPLEMENTATION OF A LEADERSHIP ACADEMY THAT ALLOWS PARTICIPANTS TO BUILD LEADERSHIP SKILLS WHILE VIEWING HEALTHCARE ISSUES FROM ALL PERSPECTIVES |
| MEDICAL ASSOCIATION OF GEORGIA FOUNDATION | |||||||
| 1849 THE EXCHANGE SE 200 | ATLANTA | GA | 30339 | 586066431 | 501(C)(3) | $150,000 | TO SUPPORT THE YEAR LONG PHYSICIAN LEADERSHIP PROGRAM TEACHING ADVOCACY, COMMUNICATION, AND CONFLICT RESOLUTION SKILLS |
| MEDICAL EDUCATION AND SCIENTIFIC FOUNDATION OF NY | |||||||
| 865 MERRICK AVE | WESTBURY | NY | 11590 | 112780360 | 501(C)(3) | $150,000 | TO SUPPORT A LEADERSHIP PROGRAM TARGETING MEDICAL STUDENTS, RESIDENTS AND YOUNG PHYSICIANS |
| MEDICAL SOCIETY OF VIRGINIA FOUNDATION | |||||||
| 2924 EMERYWOOD PKWY SUITE 300 | RICHMOND | VA | 23294 | 521394768 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LED INTERPROFESSIONAL CLINICAL TEAM LEADERSHIP PROGRAM |
| MICHIGAN STATE MEDICAL SOCIETY FOUNDATION | |||||||
| 120 W SAGINAW | EAST LANSING | MI | 48823 | 386069432 | 501(C)(3) | $150,000 | TO ENHANCE THE PHYSICIAN EXECUTIVE DEVELOPMENT EDUCATION PROGRAM, INCLUDING THE DEVELOPMENT OF AN ONLINE RESOURCE LIBRARY |
| NEBRASKA MEDICAL FOUNDATION | |||||||
| 233 S 13TH STREET SUITE 1200 | LINCOLN | NE | 68508 | 476036827 | 501(C)(3) | $150,000 | TO IMPLEMENT A COHORT-BASED PHYSICIAN LEADERSHIP PROGRAM TO IMPROVE LEADERSHIP COMPETENCIES INCLUDING LEADING TEAMS AND MANAGING ORGANIZATIONS. |
| TENNESSEE MEDICAL EDUCATION FUND INC | |||||||
| 701 BRADFORD AVE | NASHVILLE | TN | 37204 | 626049920 | 501(C)(3) | $150,000 | TO EXPAND THE CURRENT PHYSICIAN LEADERSHIP PROGRAM FOCUSING ON PHYSICIAN-LED ASSOCIATION MANAGEMENT, FOUNDATIONAL LEADERSHIP TRAINING, AND PHYSICIAN-LED CARE TEAMS |
| TEXAS MEDICAL ASSOCIATION SPECIAL FUNDS FOUNDATION | |||||||
| 401 WEST 15TH STREET | AUSTIN | TX | 78701 | 742749879 | 501(C)(3) | $150,000 | TO SUPPORT THE LEADERSHIP COLLEGE SKILL BUILDING PROGRAM AND THE ENHANCED ONLINE LEARNING PORTAL |
| JOHN P BOWLER MD MEMORIAL LIBRARY | |||||||
| 7 NORTH STATE DTREET | CONCORD | NH | 03301 | 237425858 | 501(C)(3) | $150,000 | TO CREATE A PHYSICIAN LEADERSHIP PROGRAM THAT INCLUDES SKILL BUILDING, NETWORKING AMONG PHYSICIANS, AND PROVIDES CONTINUING PROFESSIONAL DEVELOPMENT OPPORTUNITIES |
| TRAVIS COUNTY MEDICAL SOCIETY FOUNDATION | |||||||
| 4300 N LAMAR BLVD | AUSTIN | TX | 78756 | 741720086 | 501(C)(3) | $150,000 | TO DEVELOP A TOOLKIT AND TRAINING PROGRAM ON HOW MEDICAL ASSOCIATIONS/SOCIETIES CAN START A PHYSICIAN WELLNESS PROGRAM (PWP) WHICH PROVIDES BOTH PREVENTIVE AND INTERVENTIONAL SUPPORT SERVICES TO REDUCE PHYSICIAN BURNOUT |
| VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION | |||||||
| PO BOX 1457 | MONTPELIER | VT | 05601 | 200183445 | 501(C)(3) | $150,000 | TO SUPPORT VERMONT'S PHYSICIAN LEADERSHIP PROGRAM DESIGNED TO DEVELOP THE LEADERSHIP SKILLS NEEDED TO NAVIGATE VERMONT'S POLITICAL ENVIRONMENT AND HEALTH CARE POLICY ARENA |
| WISCONSIN MEDICAL SOCIETY FOUNDATION | |||||||
| 330 EAST LAKESIDE ST | MADISON | WI | 53715 | 396045649 | 501(C)(3) | $150,000 | TO SUPPORT A PHYSICIAN LEADERSHIP PROGRAM THAT BRINGS PHYSICIAN LEADERS FROM WISCONSIN TOGETHER IN PEER COHORTS TO LEARN A SYSTEMS APPROACH TO LEADERSHIP |
| WYOMING MEDICAL SOCIETY SCHOLARSHIP FUND | |||||||
| 122 E 17TH STREET | CHEYENNE | WY | 82001 | 836004846 | 501(C)(3) | $150,000 | TO OFFER A PHYSICIAN LEADERSHIP PROGRAM THAT PROVIDES INDIVIDUAL COACHING, PERSONAL SKILL IMPROVEMENT, AND A BETTER UNDERSTANDING OF HEALTHCARE IN THE STATE |
| REGENTS OF THE UNIVERSITY OF CALIFRONIA SAN FRANCISCO | |||||||
| 1855 FOLSOM STREET BOX 0812 | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $150,000 | TO IMPLEMENT THE MINDFUL MENTAL TRAINING PROGRAM TO SUPPORT PHYSICIAN WELLBEING AND RESILIENCE |
| DOCS FOR PATIENT CARE FOUNDATION | |||||||
| 1210 NORTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 464752703 | 501(C)(3) | $262,488 | TO SUPPORT THE DIRECT PRIMARY CARE CONFERENCE |
| HEALTH LEADS | |||||||
| 24 SCHOOL STREET 6TH FLOOR | BOSTON | MA | 02108 | 450484533 | 501(C)(3) | $340,000 | TO ELEVATE PHYSICIAN LEADERS TO ADDRESS POVERTY AND SOCIAL DETERMINANTS OF HEALTH THROUGH RESEARCH AS WELL AS RESOURCE DEVELOPMENT AND DISSEMINATION |
| PHYSICIANS BENEVOLENT FUND | |||||||
| 401 W 15TH STREET SUITE 100 | AUSTIN | TX | 78701 | 746050660 | 501(C)(3) | $500,000 | HURRICANE DISASTER RELIEF SUPPORT |
| FOUNDATION FOR HEALTHY FLORIDIANS | |||||||
| 1430 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | 462259497 | 501(C)(3) | $500,000 | HURRICANE DISASTER RELIEF SUPPORT |
| FOUNDATION FOR HEALTHY FLORIDIANS | |||||||
| 1430 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | 462259497 | 501(C)(3) | $150,000 | TO SUPPORT THE LEADERSHIP ACADEMY SKILL BUILDING PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE THAT ITS ASSETS ARE USED FOR CHARITABLE PURPOSES, THE FOUNDATION MAKES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS OR GOVERNMENT AGENCIES AND ONLY FOR PROJECTS THAT ARE APPROVED AFTER A RIGOROUS APPLICATION PROCESS. THE GRANT COMMITTEE MEETS QUARTERLY TO DISCUSS RECOMMENDED PHYSICIAN LEADERSHIP PROPOSALS AND APPROVAL OF GRANTS THAT RELATE TO THE FOUNDATION'S MISSION. FINAL RECOMMENDATIONS ARE APPROVED BY THE FULL BOARD. GRANTS ARE MADE SUBJECT TO A WRITTEN AGREEMENT REQUIRING PERIODIC AND FINAL FINANCIAL AND NARRATIVE REPORTS AND PROVIDING THAT THE FOUNDATION MAY WITHHOLD FUTURE PAYMENTS AND DEMAND CORRECTION OF MISUSE OF FUNDS SHOULD THE FOUNDATION DETERMINE THAT FUNDS HAVE NOT BEEN USED FOR APPROVED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHIL SCHUH | ||||||||||||||
| MEMBER | $0 | $325,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $325,000 | $0 | $0 |
| PAUL HARRINGTON | ||||||||||||||
| MEMBER | $10,000 | $130,000 | $0 | $0 | $0 | $0 | $0 | $13,000 | $0 | $0 | $10,000 | $143,000 | $0 | $0 |
| LOU GOODMAN | ||||||||||||||
| MEMBER | $10,000 | $550,004 | $0 | $194,422 | $0 | $152,134 | $0 | $113,700 | $0 | $29,287 | $10,000 | $1,039,547 | $0 | $0 |
| JENNIFER HANSCOM | ||||||||||||||
| MEMBER | $10,000 | $179,894 | $0 | $27,279 | $0 | $7,000 | $0 | $8,567 | $0 | $10,141 | $10,000 | $232,881 | $0 | $0 |
| DUSTIN CORCORAN | ||||||||||||||
| MEMBER | $10,000 | $441,000 | $0 | $205,000 | $0 | $33,887 | $0 | $24,300 | $0 | $41,057 | $10,000 | $745,244 | $0 | $0 |
| ROBERT SELIGSON | ||||||||||||||
| TREASURER | $12,000 | $362,718 | $0 | $0 | $0 | $50,851 | $0 | $0 | $0 | $0 | $12,000 | $413,569 | $0 | $0 |
| LARRY DOWNS | ||||||||||||||
| SECRETARY | $12,000 | $214,248 | $0 | $0 | $0 | $8,570 | $0 | $0 | $0 | $0 | $12,000 | $222,818 | $0 | $0 |
| JOHN DORMAN | ||||||||||||||
| COO | $0 | $341,744 | $0 | $69,384 | $0 | $66,385 | $0 | $54,000 | $0 | $12,310 | $0 | $543,823 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NORBECK ASSOCIATES LLC | |||
| OWNED BY CEO TIM NORBECK | $300,000 | PROVIDES CEO-LEVEL MANAGEMENT SERVICES; TRANSACTIONS ARE AT ARMS-LENGHT AND FAIR VALUE | 0 |
| TYPOMDCOM LLC | |||
| OWNED BY FORMER COO BILL MAHON | $60,000 | PROVIDES CONSULTING SERVICES | 0 |
| COO INFORMATICS LLC | |||
| OWNED BY COO JOHN DORMAN | $125,000 | PROVIDES COO-LEVEL MANAGEMENT SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE FOUNDATION HAS CONTRACTS WITH INDEPENDENT CONTRACTORS WHO PROVIDE SERVICES AS CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF OPERATING OFFICER (COO). THE COMPENSATION PAID TO THESE INDIVIDUALS HAS BEEN DISCLOSED ON PAGE 8, PART VII, SECTION B. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S SUPPORTED ORGANIZATIONS HAVE THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED BY THE COO AND DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST NO LESS FREQUENTLY THAN ANNUALLY. THE BOARD OF DIRECTORS REVIEWS THE DISCLOSURES AND ENSURES ALL TRANSACTIONS ARE FAIR TO THE FOUNDATION. IF THE POLICY IS VIOLATED, THE BOARD OF DIRECTORS MAY VOID THE CONTRACT OR TRANSACTION AND RECOVER DAMAGES OR MODIFY THE PRICE AND TERMS TO MATCH WHAT THE FOUNDATION WOULD RECEIVE IN AN ARM'S-LENGTH NEGOTIATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2015, THE BOARD OF DIRECTORS CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT TO ENSURE THAT AMOUNTS PAID TO DIRECTORS AND TO THE LLC'S PROVIDING CEO AND COO SERVICES TO THE FOUNDATION ARE NOT EXCESSIVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| ALASKA STATE MEDICAL ASSOCIATION | ||||||||
| 4107 LAUREL ST | ANCHORAGE | AK | 99508 | 926002176 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | AK | 501(C)(6) | 0 |
| CALIFORNIA MEDICAL ASSOCIATION | ||||||||
| 1201 J STREET SUITE 200 | SACREMENTO | CA | 95814 | 940359340 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CA | 501(C)(6) | 0 |
| CONNECTICUT STATE MEDICAL SOCIETY | ||||||||
| 127 WASHINGTON AVE EAST 3RD FLOOR | NORTH HAVEN | CT | 06473 | 060665164 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CT | 501(C)(6) | 0 |
| DENTON COUNTY MEDICAL SOCIETY | ||||||||
| 3537 S INTERSTATE 35 ESTE 302 | DENTON | TX | 76210 | 751676014 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TX | 501(C)(6) | 0 |
| EL PASO COUNTY MEDICAL SOCIETY | ||||||||
| 730 CITADEL DR EAST SUITE 206 | COLORADO SPRINGS | CO | 80909 | 741238007 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | CO | 501(C)(6) | 0 |
| FLORIDA MEDICAL ASSOCIATION | ||||||||
| 1430 PIEDMONT DR E | TALLAHASSEE | FL | 32308 | 590559672 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | FL | 501(C)(6) | 0 |
| HAWAII MEDICAL ASSOCIATION | ||||||||
| 1360 S BERETANIA ST 200 | HONOLULU | HI | 96814 | 990067306 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | HI | 501(C)(6) | 0 |
| LOUISIANA STATE MEDICAL SOCIETY | ||||||||
| 6767 PERKINS ROAD SUITE 100 | BATON ROUGE | LA | 70808 | 720386637 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | LA | 501(C)(6) | 0 |
| MEDICAL ASSOCIATION OF GEORGIA | ||||||||
| 1849 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | 580605267 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | GA | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NEW JERSEY | ||||||||
| TWO PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 210601684 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NJ | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NEW YORK | ||||||||
| 865 MERRICK AVE SUITE 200 | WESTBURY | NY | 11590 | 131030760 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NY | 501(C)(6) | 0 |
| MEDICAL SOCIETY OF NORTHERN VIRGINA | ||||||||
| 4604 JONES BRANCH DR SUITE 3150 | MCLEAN | VA | 22102 | 540739279 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | VA | 501(C)(6) | 0 |
| NEBRASKA MEDICAL ASSOCIATION | ||||||||
| 233 S 13TH STREET SUITE 1200 | LINCOLN | NE | 68508 | 470372108 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NE | 501(C)(6) | 0 |
| NEW HAMPSHIRE MEDICAL SOCIETY | ||||||||
| 7 NORTH STATE DTREET | CONCORD | NH | 03301 | 020223176 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NH | 501(C)(6) | 0 |
| NORTH CAROLINA MEDICAL ASSOCIATION | ||||||||
| PO BOX 27167 | RALEIGH | NC | 27611 | 560320130 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | NC | 501(C)(6) | 0 |
| SOUTH CAROLINA MEDICAL ASSOCIATION | ||||||||
| 132 WESTPARK BLVD | COLUMBIA | SC | 29210 | 570248750 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | SC | 501(C)(6) | 0 |
| TENNESSEE MEDICAL ASSOCIATION | ||||||||
| 701 BRADFORD AVENUE | NASHVILLE | TN | 37204 | 620382010 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TN | 501(C)(6) | 0 |
| TEXAS MEDICAL ASSOCIATION | ||||||||
| 401 WEST 15TH STREET SUITE 100 | AUSTIN | TX | 78701 | 741078510 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | TX | 501(C)(6) | 0 |
| VERMONT MEDICAL SOCIETY | ||||||||
| PO BOX 1457 | MONTPELIER | VT | 05601 | 030164911 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | VT | 501(C)(6) | 0 |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||||||||
| 2001 SIXTH AVE SUITE 2700 | SEATTLE | WA | 98121 | 910462170 | PROFESSIONAL SOCIETY REPRESENTING PHYSICIANS | WA | 501(C)(6) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE SOUTH CAROLINA MEDICAL ASSOCIATION | ||
| P | $638 | FMV |
| CALIFORNIA MEDICAL ASSOCIATION | ||
| P | $5,238 | FMV |
| CALIFORNIA MEDICAL ASSOCIATION | ||
| M | $346,609 | CONTRACTED AMOUNT |
| MEDICAL SOCIETY OF NEW JERSEY | ||
| P | $8,719 | FMV |
| MEDICAL SOCIETY OF THE STATE OF NY | ||
| P | $7,642 | FMV |
| MEDICAL SOCIETY OF THE STATE OF NY | ||
| R | $7,500 | FMV |
| TEXAS MEDICAL ASSOCIATION | ||
| P | $41,704 | FMV |
| TEXAS MEDICAL ASSOCIATION | ||
| M | $100,000 | CONTRACTED AMOUNT |
| WASHINGTON STATE MEDICAL ASSOCIATION | ||
| P | $8,039 | FMV |