THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION (EIN 23-2237932)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349306852
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T14:06:38-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232237932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S HOSPITAL OF PHILADELPHIA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS TODOROW | InCareOfNm |
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 2155901000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 CIVIC CENTER BOULEVARD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J TODOROW | PersonNm |
| Person Title | EXEC VP & CFO | PersonTitleTxt |
| Phone | 2155901000 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MADELINE BELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 CIVIC CTR BLVD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,369,553,451 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHOP.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 584 | TotalVolunteersCnt |
| Total Gross UBI | $955,462 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $585,501 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $128,945,118 | PYContributionsGrantsAmt |
| CY Contributions Grants | $106,980,644 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,862,343 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,227,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $157,807,461 | PYTotalRevenueAmt |
| CY Total Revenue | $175,207,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $126,888,644 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $128,386,794 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,088,823 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,023,731 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,772,489 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,919,330 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,888,262 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,490,752 | PYOtherExpensesAmt |
| CY Other Expenses | $8,939,526 | CYOtherExpensesAmt |
| PY Total Expenses | $153,240,708 | PYTotalExpensesAmt |
| CY Total Expenses | $154,269,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,566,753 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,938,385 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,829,940,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,018,602,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $429,123,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $438,386,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,400,816,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,580,215,813 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $128,386,794 | ExpenseAmt |
| Grant | $128,386,794 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOSPITAL PARENT ORGANIZATION RAISES FUNDS FOR CHARITABLE PURPOSES TO SUPPORT THE CHILDREN'S HOSPITAL OF PHILADELPHIA. | Desc |
| Total Program Service Expenses | $128,386,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS TODOROW | PersonNm |
| Phone | 2155901000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 CIVIC CTR BLVD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191044388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| N SCOTT ADZICK MD | |||||||||
| TRUSTEE | 1.0 | 44.0 | Yes (X) | $0 | $1,510,480 | $35,417 | |||
| CLARK HOOPER BARUCH | |||||||||
| SECRETARY & TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| A LORRIS BETZ MD PHD | |||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MORTIMER J BUCKLEY III | |||||||||
| CHAIRMAN & TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REID S BUERGER | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DOMINIC J CARUSO | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR DANTCHIK | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE L GARBOSE ESQ | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ASUKA NAKAHARA | |||||||||
| TREASURER & TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK E DENNEEN | |||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| SALEM D SHUCHMAN | |||||||||
| VICE CHAIRMAN & TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KORNELIS SMIT | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARAD MANSUKANI | |||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P HOLVECK | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH W ST GEME III MD | |||||||||
| TRUSTEE | 1.0 | 44.0 | Yes (X) | $0 | $973,177 | $36,360 | |||
| MADELINE BELL | |||||||||
| CEO & TRUSTEE | 1.0 | 42.0 | Yes (X) | $0 | $2,282,958 | $15,955 | Yes (X) | ||
| LISSA BIESECKCER LONGACRE | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J TODOROW | |||||||||
| ASSISTANT TREASURER | 1.0 | 43.0 | $0 | $1,515,234 | $246,263 | Yes (X) | |||
| JEFFREY D KAHN | |||||||||
| ASSISTANT SECRETARY | 1.0 | 41.0 | $0 | $750,714 | $39,508 | Yes (X) | |||
| STUART SULLIVAN | |||||||||
| EVP & CHIEF DEVELOP. OFFICER | 1.0 | 40.0 | $0 | $309,639 | $15,513 | Yes (X) | |||
| NICHOLAS P PROCYK | |||||||||
| SVP & CHIEF INVESTMENT OFFICER | 1.0 | 40.0 | $0 | $777,649 | $33,089 | Yes (X) | |||
| MARGARET M JONES | |||||||||
| FORMER ASSISTANT SECRETARY | 0.0 | 0.0 | $0 | $635,003 | $13,364 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,754,854 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $435,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ROBBINSKERSTEN DIRECT | ||||||||||
| 3400 WATERVIEW PARKWAY | RICHARDSON | TX | 75080 | FUNDRAISER/MARKETER | $1,763,250 | |||||
| BLACKROCK | ||||||||||
| 800 SCUDDERS MILL ROAD | PLAINSBORO | NJ | 08536 | INVESTMENT SERVICES | $567,665 | |||||
| IRIDIAN ASSET MANAGEMENT | ||||||||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | INVESTMENT SERVICES | $471,213 | |||||
| GRYPHON INTERNATIONAL | ||||||||||
| INVESTMENT SERVICES | $457,824 | 20 BAY STREET ST 1905 | TORONTO | ONTARIO | CA | MJ5 2N8 | ||||
| ALPHAONE CAPITAL PARTNERS | ||||||||||
| 789 E LANCASTER AVE | VILLANOVA | PA | 19085 | ASSET MANAGEMENT | $244,767 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $3,607,152 | FundraisingAmt |
| Related Organizations | $27,007,500 | RelatedOrganizationsAmt |
| All Other Contributions | $76,365,992 | AllOtherContributionsAmt |
| Noncash Contributions | $11,189,649 | NoncashContributionsAmt |
| Total Contributions | $106,980,644 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,704,954 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $955,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,749,492 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,247,752,330 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,193,230,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,522,168 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,522,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,522,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,115,523 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,607,152 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,115,523 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,207,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $955,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,271,660 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,386,794 | TotalAmt |
| Program Services | $128,386,794 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,888 | TotalAmt |
| Management And General | $2,676,575 | ManagementAndGeneralAmt |
| Fundraising | $1,318,313 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,247,840 | TotalAmt |
| Management And General | $5,526,053 | ManagementAndGeneralAmt |
| Fundraising | $2,721,787 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,781,003 | TotalAmt |
| Management And General | $1,863,272 | ManagementAndGeneralAmt |
| Fundraising | $917,731 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,383 | TotalAmt |
| Fundraising | $85,383 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919,330 | TotalAmt |
| Fundraising | $1,919,330 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,928,425 | TotalAmt |
| Management And General | $2,928,425 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,092 | TotalAmt |
| Fundraising | $865,092 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,417 | TotalAmt |
| Fundraising | $1,098,417 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,938 | TotalAmt |
| Fundraising | $589,938 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,740 | TotalAmt |
| Fundraising | $99,740 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,347 | TotalAmt |
| Fundraising | $299,347 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,473 | TotalAmt |
| Fundraising | $298,473 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,429 | TotalAmt |
| Fundraising | $18,429 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147 | TotalAmt |
| Fundraising | $2,147 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| Reward & Recognition | $5,260 | $5,260 |
| SPECIAL FUNCTIONS/PROJECTS | $1,499,619 | $1,499,619 |
| UBIT TAX PAYMENTS | $170,258 | $170,258 |
| DUES & SUBSCRIPTIONS | $632,245 | $632,245 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,753 | TotalAmt |
| Fundraising | $346,753 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,269,381 | TotalAmt |
| Program Services | $128,386,794 | ProgramServicesAmt |
| Management And General | $12,994,325 | ManagementAndGeneralAmt |
| Fundraising | $12,888,262 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,829,815 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,480,107 | BOYAmt |
| EOY | $118,214,979 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,358 | BOYAmt |
| EOY | $166,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,024,224 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $985,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,356 | BOYAmt |
| EOY | $39,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,483,400 | BOYAmt |
| EOY | $1,292,879,338 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,252,370 | BOYAmt |
| EOY | $582,913,989 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,368,568 | BOYAmt |
| EOY | $21,558,568 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,829,940,159 | BOYAmt |
| EOY | $2,018,602,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,699 | BOYAmt |
| EOY | $874,361 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,161 | BOYAmt |
| EOY | $1,167,374 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,954,368 | BOYAmt |
| EOY | $436,345,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,123,228 | BOYAmt |
| EOY | $438,386,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,761,749 | BOYAmt |
| EOY | $1,150,360,434 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,190,751 | BOYAmt |
| EOY | $203,791,953 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,864,431 | BOYAmt |
| EOY | $226,063,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,816,931 | BOYAmt |
| EOY | $1,580,215,813 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,829,940,159 | BOYAmt |
| EOY | $2,018,602,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,938,385 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $123,257,311 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $35,203,186 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,327,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,357,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,625,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,945,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,980,644 | CurrentTaxYearAmt |
| Total | $570,235,183 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,327,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,357,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,625,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,945,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,980,644 | CurrentTaxYearAmt |
| Total | $570,235,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $157,615,955 | SubstantialContributorsTotAmt |
| Public Support Total170 | $412,619,228 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,217,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,142,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,179,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,025,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,704,954 | CurrentTaxYearAmt |
| Total | $62,270,927 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $632,506,110 | TotalSupportAmt |
| Public Support CY170 | 0.65236 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,548,981,000 | BeginningYearBalanceAmt |
| Contributions | $48,920,000 | ContributionsAmt |
| Investment Earnings Or Losses | $296,912,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $95,095,000 | OtherExpendituresAmt |
| End Year Balance | $1,799,718,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,480,920,000 | BeginningYearBalanceAmt |
| Contributions | $47,320,000 | ContributionsAmt |
| Investment Earnings Or Losses | $106,786,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $86,045,000 | OtherExpendituresAmt |
| End Year Balance | $1,548,981,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,436,985,000 | BeginningYearBalanceAmt |
| Contributions | $42,717,000 | ContributionsAmt |
| Investment Earnings Or Losses | $78,177,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,959,000 | OtherExpendituresAmt |
| End Year Balance | $1,480,920,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,223,946,000 | BeginningYearBalanceAmt |
| Contributions | $34,995,000 | ContributionsAmt |
| Investment Earnings Or Losses | $248,101,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,057,000 | OtherExpendituresAmt |
| End Year Balance | $1,436,985,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,082,415,000 | BeginningYearBalanceAmt |
| Contributions | $22,323,000 | ContributionsAmt |
| Investment Earnings Or Losses | $184,538,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,330,000 | OtherExpendituresAmt |
| End Year Balance | $1,223,946,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,024,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $985,015 | DepreciationAmt |
| Book Value | $39,209 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $39,209 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CLOSELY HELD SECURITIES | $561,334,712 | F |
| PORTFOLIO VALUATION | $21,579,277 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $582,913,989 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $436,345,074 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $436,345,074 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | The intended use of the Children's Hospital of Philadelphia Foundation's Endowment fund is for capital expenditures for equipment, capital projects, or other capital needs; medical education programs; and health care programs for medical, patient, and research service in accordance with any stipulated donor restrictions. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $185,730,671 |
| Europe (Including Iceland and Greenland) | Investments | $18,595,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $204,326,031 | SubtotalSpentAmt |
| Total Spent | $204,326,031 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RobbinsKersten Direct LLC | ||||||||
| 3400 WATERVIEW PARKWAY | RICHARDSON | TX | 75080 | Direct Mail | false | $2,561,225 | $1,763,250 | $797,975 |
| Schultz Williams Inc | ||||||||
| 325 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | Direct Mail | false | $224,149 | $156,080 | $68,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,785,374 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,919,330 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $866,044 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Parkway Run | Event1Nm |
| Gross Receipts Event1 | $1,151,816 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $973,570 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $178,246 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $178,246 | OtherDirectExpensesEvent1Amt |
| Event2 | POKER | Event2Nm |
| Gross Receipts Event2 | $755,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $513,918 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $241,082 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $241,082 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,815,859 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,119,664 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $696,195 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $696,195 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,722,675 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,607,152 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,115,523 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,115,523 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,115,523 | DirectExpenseSummaryEventsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | THE VENDORS LISTED PROVIDED SERVICES TO THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION'S FUNDRAISING EFFORTS. SCHULTZ & WILLIAMS, INC. WORKED ON THE CREATION OF THE MAILINGS AS WELL AS PROVIDING THE DIRECT MAIL TO DONORS. THE AMOUNT PAID ON LINE 1, COLUMN (V) INCLUDES REIMBURSEMENT OF DIRECT EXPENSES. DONORS PROVIDED ANNUAL GIFTS IN RESPONSE TO RECEIVING THESE PIECES OF DIRECT MAIL. RobbinsKersten Direct (RKD) provides CHOP Foundation with strategic direction, creative services, and production processing for all direct mail and email program which produces approx. 1.5 million pieces of mail each year and results in fundraising revenue upwards of $2+ million from donors annually. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| The Children's Hospital of Philadelphia | |||||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | 231352166 | 501(C)(3) | $108,320,397 | FMV | N/A | TO BENEFIT CHOP |
| Children's Health Care Associates Inc | |||||||||
| 100 Penn Sq E 9TH FL | Philadelphia | PA | 19107 | 222785804 | 501(c)(3) | $11,017,034 | FMV | N/A | TO BENEFIT CHCA |
| Children's Surgical Associates LTD | |||||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | 232589322 | 501(C)(3) | $5,464,331 | FMV | N/A | TO BENEFIT CSA |
| Children's Anesthesiology Associates Ltd | |||||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | 232592835 | 501(C)(3) | $1,087,905 | FMV | N/A | TO BENEFIT CAA |
| Radiology Associates of CHOP | |||||||||
| 100 Penn Square East | Philadelphia | PA | 19107 | 232665855 | 501(C)(3) | $2,497,127 | FMV | N/A | TO BENEFIT RACH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | All amounts that are specified by the donors to benefit CHOP are transferred to CHOP regularly. All donor documentation is maintained and the transfers are tracked through Raiser's Edge, the Foundation's enterprise resource planning software, as they are made. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J TODOROW | ||||||||||||||
| ASSISTANT TREASURER | $0 | $713,996 | $0 | $693,170 | $0 | $108,068 | $0 | $216,335 | $0 | $29,928 | $0 | $1,761,497 | $0 | $0 |
| MARGARET M JONES | ||||||||||||||
| FORMER ASSISTANT SECRETARY | $0 | $0 | $0 | $0 | $0 | $635,003 | $0 | $0 | $0 | $13,364 | $0 | $648,367 | $0 | $0 |
| N SCOTT ADZICK MD | ||||||||||||||
| TRUSTEE | $0 | $984,323 | $0 | $366,149 | $0 | $160,008 | $0 | $23,850 | $0 | $11,567 | $0 | $1,545,897 | $0 | $0 |
| JEFFREY D KAHN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $441,249 | $0 | $273,879 | $0 | $35,586 | $0 | $5,300 | $0 | $34,208 | $0 | $790,222 | $0 | $0 |
| JOSEPH W ST GEME III MD | ||||||||||||||
| TRUSTEE | $0 | $702,754 | $0 | $220,561 | $0 | $49,862 | $0 | $23,850 | $0 | $12,510 | $0 | $1,009,537 | $0 | $0 |
| MADELINE BELL | ||||||||||||||
| CEO & TRUSTEE | $0 | $1,178,437 | $0 | $892,500 | $0 | $212,021 | $0 | $5,300 | $0 | $10,655 | $0 | $2,298,913 | $0 | $0 |
| STUART SULLIVAN | ||||||||||||||
| EVP & CHIEF DEVELOP. OFFICER | $0 | $204,183 | $0 | $0 | $0 | $105,456 | $0 | $5,235 | $0 | $10,278 | $0 | $325,152 | $0 | $0 |
| NICHOLAS P PROCYK | ||||||||||||||
| SVP & CHIEF INVESTMENT OFFICER | $0 | $456,957 | $0 | $278,767 | $0 | $41,925 | $0 | $5,300 | $0 | $27,789 | $0 | $810,738 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4A | MARGARET M JONES - 450,204 SCHEDULE J, PART I, LINE 4B JOSEPH W ST GEME III MD - 71,340 MADELINE BELL - 199,860 THOMAS J TODOROW - 98,240 JEFFREY D KAHN - 38,563 NICHOLAS P PROCYK - 42,000 N SCOTT ADZICK MD - 156,813 |
| SCHEDULE J, PART II, COLUMN (C) | The amount reported here may include changes in actuarial values of SERPs as required to be reported by the IRS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 139 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,179,649 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Interactive 3D-V Pod Sensory Unit | 1 | $10,000 | Retail Value |
| Yes (X) | Life Insurance Policies | 8 | $0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 25 | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR, THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION WAS THE RECIPIENT OF LIFE INSURANCE POLICIES IN FULFILLMENT OF A PLEDGE MADE IN A PREVIOUS YEAR. THE VALUE OF THE PLEDGE WAS ACCRUED AT THE TIME IT WAS MADE. DURING THE FISCAL YEAR, THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION WAS ALSO THE RECIPIENT OF 1 INTERACTIVE 3D-V POD SENSORY UNIT WHICH IS VALUED AT $10,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1 | RAISE CHARITABLE CONTRIBUTIONS TO SUPPORT THE TAX-EXEMPT ACTIVITIES OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA. FORM 990, PART IV, LINE 12 AN AUDIT IS PERFORMED ON AN OBLIGATED GROUP WHICH COMPRISES THE CHILDREN'S HOSPITAL OF PHILADELPHIA, THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION, THE CHILDREN'S HOSPITAL OF PHILADELPHIA PRACTICE ASSOCIATION, CHOP CLINICAL ASSOCIATES, INC., AND FIRST MEDICAL INSURANCE COMPANY. AN AUDIT IS ALSO PERFORMED ON A CONSOLIDATED BASIS WHICH INCLUDES THE OBLIGATED GROUP, PGH DEVELOPMENT CORPORATION, CHILDREN'S ANESTHESIOLOGY ASSOCIATES, LTD., CHILDREN'S ANESTHESIOLOGY ASSOCIATES OF NJ, INC., CHILDREN'S HEALTH CARE ASSOCIATES, INC., CHILDREN'S HEALTH CARE ASSOCIATES OF NJ, CHILDREN'S SURGICAL ASSOCIATES LTD., CHILDREN'S SURGICAL ASSOCIATES OF NJ, INC., SURGICAL RESEARCH AND EDUCATION FOUNDATION, RADIOLOGY ASSOCIATES OF CHILDREN'S HOSPITAL, INC., AND CHILDREN'S RADIOLOGY ASSOCIATES OF NJ, P.C. FORM 990, PART VI, SECTION A, LINE 2 THERE WAS A BUSINESS RELATIONSHIP BETWEEN KORNELIUS SMIT, ASUKA NAKAHARA, AND MADELINE BELL AS MR. SMIT WAS AN EMPLOYEE AND MR. NAKAHARA AND MS. BELL WERE BOARD MEMBERS OF THE SAME BUSINESS ENTITY. FORM 990, Part VI, Section B, Line 11B BEFORE THE RETURN WAS FILED, A copy of this return was reviewed by the Board Audit, compliance and risk Committee before the return was filed. Before the return is filed, the Form 990 was also made available to the entire governing body of the organization through a secure website maintained by The Children's Hospital of Philadelphia. FORM 990, PART VI, SECTION B, LINE 12 The organization has adopted the conflicts of interest policy of the Children's Hospital of Philadelphia. The Children's Hospital of Philadelphia maintains a written Conflicts of Interest Policy that applies to, inter alia, all of its Trustees, officers, employees, members of the Medical Staff and researchers of The Children's Hospital of Philadelphia and its affiliates. The Policy requires annual conflicts of interest statements from: Trustees and officers of the Hospital and its affiliates; the President and others in Senior Management; administrative personnel serving at the level of manager and above and certain other categories of employees defined in the conflicts of interest policy (such as persons known to place orders with vendors); Department Chairs, division chiefs and other members of the Medical Staff; members of the Hospital Research Staff; designated employees of practice plans affiliated with the Hospital; and other persons designated by management. The statement tracks the conflicts of interest policy, requiring each person to disclose information for the reporting period regarding the existence and nature of gifts, outside interests, outside activities and other matters constituting a potential, perceived or actual conflict of interest, and to certify that they have read the policy and answered fully, accurately and to the best of their knowledge. After confirmation that all questions have been answered, the statements are reviewed by the relevant Vice President, Department Chair or other executive (or their designee), tracked by the Office of Compliance and Privacy (OC&P), and all statements disclosing potential, perceived or actual conflicts are reviewed initially by the OC&P with further review and follow-up as needed conducted by the Office of General Counsel (OGC). The conflicts statements submitted by Trustees of the Hospital and Foundation, and members of Senior Management, are reviewed by the OGC and OC&P and the disclosures are summarized in memoranda distributed to and reviewed by the members of the Audit, Compliance and risk Committee of the Hospital and Foundation Boards. The remaining conflicts statements containing affirmative disclosures are reviewed by staff in the OGC and OC&P. In reviewing annual statements where an actual, perceived or potential conflict is disclosed, where problems are identified that need to be addressed, the goal is to eliminate or manage the conflict going forward and ensure that, as to employees or others on the Medical or Research Staff, the relevant supervisor is aware of the issue. Summary information about compliance with the policy's requirement to submit annual statements and disclosures contained therein is provided in memoranda to the Audit, Compliance and risk Committee of the Boards. In addition, if any matter involving a potential violation of the conflict of interest policy is brought to the attention of management during the course of the year, a review is conducted by either the relevant department's management, OGC or OC&P, as appropriate. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF EXECUTIVES AND PHYSICIANS/SCIENTISTS IS REVIEWED AND APPROVED BY A JOINT INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION. THE COMMITTEE REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION TO BE PROVIDED TO THE CEO, ALL VICE PRESIDENTS (INCLUDING EXECUTIVE AND SENIOR VP LEVELS), CLINICAL DEPARTMENT CHAIRS, AND ALL FACULTY PHYSICIANS AND SCIENTISTS. FOR EACH SUCH PERSON, THIS PROCESS WAS LAST PERFORMED IN 2016. IN MAKING ITS DETERMINATIONS, THE COMMITTEE CONSIDERS THE PERFORMANCE OF THE ORGANIZATION AND THAT OF THE COVERED INDIVIDUALS AS WELL AS RELATED BUSINESS JUDGMENT FACTORS. IT ALSO CONSIDERS MARKET COMPARISON REPORTS PREPARED BY AN EXTERNAL INDEPENDENT COMPENSATION CONSULTANT WITH SIGNIFICANT EXPERIENCE IN PERFORMING EXECUTIVE AND PHYSICIAN COMPENSATION ASSESSMENTS FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE'S PROCESS IS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR THOSE INDIVIDUALS WHO ARE DISQUALIFIED PERSONS. THE PEER GROUP FOR EXECUTIVES GENERALLY INCLUDES LARGE AND COMPLEX ACADEMIC MEDICAL CENTERS AND HEALTH SYSTEMS. FOR PHYSICIANS AND SCIENTISTS, THE PEER GROUP GENERALLY INCLUDES ACADEMIC MEDICAL CENTERS. INFORMATION FROM OTHER ORGANIZATIONS MAY ALSO BE CONSIDERED WHERE APPROPRIATE FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE CONFLICTS OF INTEREST POLICY IS AVAILABLE ON THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S WEBSITE. CONFLICTS OF INTEREST POLICY IS AVAILABLE ON THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES TO TEMP. RESTRICTED NET ASSETS (49,497,308) OTHER CHANGES TO PERM. RESTRICTED NET ASSETS (133,985) OTHER CHANGES/TRANSFERS (4,797,942) RELEASED FROM RESTRICTION 35,464,345 CHANGES IN EQUITY INVESTMENT - SPARK 54,168,076 =========== TOTAL 35,203,186 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 231352166 | HEALTHCARE | PA | 501(c)(3) | 3 | CHOP FND | Yes (true) |
| FIRST MEDICAL INSURANCE COMPANY (RRG) | ||||||||||
| C/O MARSH MANAGEMENT SERVICES | BURLINGTON | VT | 05401 | 010719207 | SELF INSURANC | VT | 501(c)(3) | 12 III - FI | CHOP | Yes (true) |
| CHOP PRACTICE ASSOCIATION | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 232311482 | HEALTHCARE | PA | 501(c)(3) | 12 III - FI | CHOP | Yes (true) |
| CHOP CLINICAL ASSOCIATES INC | ||||||||||
| C/O CHOP 3401 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 223548970 | HEALTHCARE | NJ | 501(c)(3) | 12 III - FI | CHOP | Yes (true) |
| PGH DEVELOPMENT CORPORATION | ||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT | PA | 501(c)(3) | 12 I | NA | false |
| CHILDREN'S ANESTHESIOLOGY ASSOC OF NJ | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 223405673 | HEALTHCARE | NJ | 501(c)(3) | 10 | CHOP | Yes (true) |
| CHILDREN'S ANESTHESIOLOGY ASSOC LTD | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 232592835 | HEALTHCARE | PA | 501(c)(3) | 10 | CHOP | Yes (true) |
| CHILDREN'S SURGICAL ASSOCIATES LTD | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 232589322 | HEALTHCARE | PA | 501(c)(3) | 10 | CHOP | Yes (true) |
| SURGICAL ASSOCIATES RESEARCH & EDUCATION | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 232181768 | RESEARCH | PA | 501(c)(3) | 12 III - FI | CHOP | Yes (true) |
| CHILDREN'S SURGICAL ASSOCIATES OF NJ | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 223348481 | HEALTHCARE | NJ | 501(c)(3) | 10 | CHOP | Yes (true) |
| RADIOLOGY ASSOCIATES OF CHOP | ||||||||||
| 100 PENN SQUARE EAST | PHILADELPHIA | PA | 19107 | 232665855 | HEALTHCARE | PA | 501(c)(3) | 10 | CHOP | Yes (true) |
| CHILDREN'S HEALTH CARE ASSOCIATES INC | ||||||||||
| 100 PENN SQ E 9TH FL | PHILADELPHIA | PA | 19107 | 222785804 | HEALTHCARE | PA | 501(c)(3) | 10 | CHOP | Yes (true) |
| CHILDREN'S HEALTH CARE ASSOCIATES OF NJ | ||||||||||
| 51 HADDONFIELD ROAD | CHERRY HILL | NJ | 08002 | 233036699 | HEALTHCARE | NJ | 501(c)(3) | 10 | CHOP | Yes (true) |
| CHILDREN'S RADIOLOGY ASSOCIATES OF NJ | ||||||||||
| 100 PENN SQUARE EAST | PHILADELPHIA | PA | 19107 | 811626790 | HEALTHCARE | NJ | 501(C)(3) | 10 | CHOP | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4865 MARKET ASSOC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 CIVIC CENTER BLVD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461341918 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Children's Hospital of Philadelphia | ||
| B,L,N | $437,499,361 | FMV |
| Children's Healthcare Associates | ||
| B,C | $31,048,763 | FMV |
| Children's Surgical Associates LTD | ||
| B,C | $7,482,331 | FMV |
| Children's Anesthesiology Associates LTD | ||
| B,C | $1,087,905 | FMV |
| Radiology Associates of CHOP | ||
| B,C | $7,497,127 | FMV |
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