INTEGRIS HEALTH FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INTEGRIS HEALTH FOUNDATION INC (EIN 73-1047338)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-08
- IRS object ID
- 201841289349301409
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T09:20:55-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Park Ave Suite 2650 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 | 731047338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRIS HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAQUETTA CLEMONS | InCareOfNm |
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 4059512747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 N INDEPENDENCE AVE STE 130 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL DAVIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4059512736 | PhoneNum |
| Signature | 2018-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORGAN L SOUZA | PreparerPersonNm |
| PTIN | P00652612 | PTIN |
| Phone | 4052396411 | PhoneNum |
| Preparation | 2018-04-12 | PreparationDt |
| 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 | DANIEL DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 N INDEPENDENCE AVE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,179,723 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INTEGRISOK.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROMOTES THE PHILANTHROPIC SUPPORT AND MISSION OF INTEGRIS HEALTH, INC. TO IMPROVE THE HEALTH AND WELFARE OF THE PEOPLE AND THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,030,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,015,978 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,311,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,019,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$62,952 | PYOtherRevenueAmt |
| CY Other Revenue | -$87,349 | CYOtherRevenueAmt |
| PY Total Revenue | $15,278,277 | PYTotalRevenueAmt |
| CY Total Revenue | $13,947,716 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,989,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,837,652 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,086,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,092,748 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,461,971 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,793,936 | PYOtherExpensesAmt |
| CY Other Expenses | $1,430,928 | CYOtherExpensesAmt |
| PY Total Expenses | $7,869,738 | PYTotalExpensesAmt |
| CY Total Expenses | $6,361,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,408,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,586,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,825,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,968,151 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $241,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,512,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,584,331 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,455,258 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INTEGRIS HEALTH FOUNDATION, INC. PROMOTES THE PHILANTHROPIC SUPPORT AND MISSION OF INTEGRIS HEALTH, INC. TO IMPROVE THE HEALTH AND WELFARE OF THE PEOPLE AND THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,837,652 | ExpenseAmt |
| Grant | $3,837,652 | GrantAmt |
| Desc | SEE SCHEDULE O - GENERAL STATEMENT 1 | Desc |
| Total Program Service Expenses | $3,837,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | 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 | false | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | 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 | Yes (true) | 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 | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAQUETTA CLEMONS | PersonNm |
| Phone | 4059512732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 N INDEPENDENCE AVE STE 130 | AddressLine1Txt |
| City | OKLA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR F HOGE III | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HARRISON LEVY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RON MCCORD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN MORITZ | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARCEL WALTHER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL CHAMPLIN | ||||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JO DOWNING | ||||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JIM WALLIS | ||||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BETH A PAUCHNIK | ||||||||||
| ASST. SECRETARY | 1.0 | 39.0 | $0 | $456,815 | $128,908 | Yes (X) | ||||
| DAVID R HADLEY | ||||||||||
| ASST. TREASURER THRU 08/16 | 0.0 | 0.0 | $0 | $651,258 | $20,313 | Yes (X) | ||||
| TOM HONAN | ||||||||||
| INTERIM ASST.TREAS. THRU 10/16 | 1.0 | 39.0 | $0 | $296,574 | $0 | Yes (X) | ||||
| DANIEL DAVIS | ||||||||||
| ASST. TREASURER | 1.0 | 39.0 | $0 | $74,212 | $290 | Yes (X) | ||||
| ANNE CLOUSE | ||||||||||
| VICE PRESIDENT FOUNDATION | 39.0 | 1.0 | $182,442 | $0 | $12,627 | Yes (X) | ||||
| BECKY ENDICOTT | ||||||||||
| MAJOR GIFTS | 40.0 | 0.0 | $107,518 | $0 | $19,986 | Yes (X) | ||||
| DANA MCCRORY | ||||||||||
| DIRECTOR MAJOR GIFTS | 40.0 | 0.0 | $115,746 | $0 | $7,424 | Yes (X) | ||||
| C BRUCE LAWRENCE | ||||||||||
| FORMER DIRECTOR | 0.0 | 40.0 | $0 | $1,041,789 | $384,000 | Yes (X) | ||||
| MARY ANN BAUMAN MD | ||||||||||
| FORMER DIRECTOR | 0.0 | 40.0 | $0 | $229,758 | $45,575 | Yes (X) | ||||
| DAVID KALLENBERGER | ||||||||||
| FORMER DIRECTOR | 0.0 | 9.0 | $0 | $32,399 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $405,706 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,782,805 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $619,123 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE O GENERAL STATEMENT 8 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress | |
| Compensation | $278,400 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,045,977 | FundraisingAmt |
| Related Organizations | $1,297,329 | RelatedOrganizationsAmt |
| All Other Contributions | $9,672,672 | AllOtherContributionsAmt |
| Noncash Contributions | $57,709 | NoncashContributionsAmt |
| Total Contributions | $12,015,978 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,019,087 | TotalRevenueColumnAmt |
| Exclusion | $2,019,087 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,045,977 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $232,007 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$87,367 | TotalRevenueColumnAmt |
| Exclusion | -$87,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18 | TotalRevenueColumnAmt |
| Exclusion | $18 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,947,716 | TotalRevenueColumnAmt |
| Exclusion | $1,931,738 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,837,652 | TotalAmt |
| Program Services | $3,837,652 | 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 | $193,165 | TotalAmt |
| Fundraising | $193,165 | 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 | $699,374 | TotalAmt |
| Fundraising | $699,374 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,805 | TotalAmt |
| Fundraising | $40,805 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,158 | TotalAmt |
| Fundraising | $101,158 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,246 | TotalAmt |
| Fundraising | $58,246 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,705 | TotalAmt |
| Management And General | $61,705 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,622 | TotalAmt |
| Fundraising | $91,622 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,589 | TotalAmt |
| Fundraising | $339,589 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88 | TotalAmt |
| Fundraising | $88 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,668 | TotalAmt |
| Fundraising | $326,668 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,579 | TotalAmt |
| Fundraising | $136,579 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,294 | TotalAmt |
| Fundraising | $19,294 | 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 | $627 | TotalAmt |
| Fundraising | $627 | 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 | $5,139 | TotalAmt |
| Fundraising | $5,139 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,585 | TotalAmt |
| Fundraising | $14,585 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| PURCHASED SERVICES | $96,098 | $96,098 |
| PROVISION FOR BAD DEBT | $499,031 | $499,031 |
| RECLASS: EVENTS EXPENSE | -$232,007 | -$232,007 |
| DONOR CULTIVATION | $37,974 | $37,974 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,936 | TotalAmt |
| Fundraising | $33,936 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,361,328 | TotalAmt |
| Program Services | $3,837,652 | ProgramServicesAmt |
| Management And General | $61,705 | ManagementAndGeneralAmt |
| Fundraising | $2,461,971 | 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 | $13,110,998 | BOYAmt |
| EOY | $2,069,300 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,289,847 | BOYAmt |
| EOY | $15,015,708 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,332 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,397,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $450,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,566 | BOYAmt |
| EOY | $946,428 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,245,435 | BOYAmt |
| EOY | $57,710,487 | 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 | $216,457 | BOYAmt |
| EOY | $226,228 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,825,635 | BOYAmt |
| EOY | $75,968,151 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,226 | BOYAmt |
| EOY | $4,384,604 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $132,078 | BOYAmt |
| EOY | $128,289 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,304 | BOYAmt |
| EOY | $4,512,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,961,714 | BOYAmt |
| EOY | $12,642,889 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,455,095 | BOYAmt |
| EOY | $52,162,062 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,167,522 | BOYAmt |
| EOY | $6,650,307 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,584,331 | BOYAmt |
| EOY | $71,455,258 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,825,635 | BOYAmt |
| EOY | $75,968,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,586,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,284,539 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $3,898,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,284,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,030,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,015,978 | CurrentTaxYearAmt |
| Total | $35,046,205 | 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 | $3,898,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,284,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,030,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,015,978 | CurrentTaxYearAmt |
| Total | $35,046,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $894,563 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,151,642 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,204,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,097,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,144,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,171,695 | CurrentTaxYearAmt |
| Total | $5,410,800 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $5,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,462,900 | TotalSupportAmt |
| Public Support CY170 | 0.84402 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82220 | 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 | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,167,522 | BeginningYearBalanceAmt |
| Contributions | $60,584 | ContributionsAmt |
| Investment Earnings Or Losses | $705,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $283,338 | OtherExpendituresAmt |
| End Year Balance | $6,650,307 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,242,907 | BeginningYearBalanceAmt |
| Contributions | $50,696 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,422 | OtherExpendituresAmt |
| End Year Balance | $6,167,522 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,307,018 | BeginningYearBalanceAmt |
| Contributions | $48,780 | ContributionsAmt |
| Investment Earnings Or Losses | $25,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $137,981 | OtherExpendituresAmt |
| End Year Balance | $6,242,907 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,021,733 | BeginningYearBalanceAmt |
| Contributions | $938,576 | ContributionsAmt |
| Investment Earnings Or Losses | $464,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $118,119 | OtherExpendituresAmt |
| End Year Balance | $6,307,018 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,061,831 | BeginningYearBalanceAmt |
| Contributions | $586,066 | ContributionsAmt |
| Investment Earnings Or Losses | $376,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,407 | OtherExpendituresAmt |
| End Year Balance | $5,021,733 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12510 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $925,890 | OtherCostOrOtherBasisAmt |
| Book Value | $925,890 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,554 | DepreciationAmt |
| Book Value | $8,244 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $431,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $419,309 | DepreciationAmt |
| Book Value | $12,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $946,428 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BOARD DESIGNATED INVESTMENTS | $57,517,568 | F |
| RESTRICTED FUND INVESTMENTS | $192,919 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,710,487 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL INFORMATION 1 | SCHEDULE D, PART IV, LINE 2B GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS CONSIST OF CONTRIBUTED AMOUNTS SUBJECT TO OBLIGATIONS TO MAKE PERIODIC PAYMENTS TO BENEFICIARIES OVER A SPECIFIED PERIOD. THE LIABILITIES SHOWN ARE RECORDED AT THE ACTUARIAL PRESENT VALUES OF THE AGGREGATE LIABILITY BASED ON THE SPECIFIED PERIOD. A DISCOUNT RATE WAS USED TO DETERMINE THE PRESENT VALUE OF THE LIABILITIES. |
| SUPPLEMENTAL INFORMATION 2 | SCHEDULE D, PART V, LINE 4 THE MAJORITY OF THE ENDOWMENT FUNDS ARE RESTRICTED FOR USE IN FUNDING THE INTEGRIS HEALTH SYSTEM'S CENTERS FOR EXCELLENCE. SPECIALIZED CENTERS OF EXCELLENCE HAVE BEEN DEVELOPED THROUGH VARIOUS INTEGRIS ENTITIES TO PROVIDE THE HIGHEST STANDARD OF CARE FOR OUR COMMUNITIES. CENTERS OF EXCELLENCE INCLUDE THE PAUL SILVERSTEIN BURN CENTER, INTEGRIS HEART HOSPITAL, NAZIH ZUHDI TRANSPLANT INSTITUTE, TROY & DOLLIE SMITH CANCER CENTER, WOMEN'S CENTER, HENRY G. BENNETT JR. FERTILITY INSTITUTE, SLEEP DISORDERS CENTER OF OKLAHOMA, THE HOUGH EAR INSTITUTE, THE CENTRAL OKLAHOMA CANCER CENTER, SOUTHWEST BREAST HEALTH AND IMAGING CENTER, INTEGRIS JIM THORPE REHABILITATION NETWORK, INTEGRIS NEUROMUSCULAR CENTER, SLEEP DISORDERS CENTER OF OKLAHOMA AND THE JAMES R. DANIEL STROKE CENTER OF OKLAHOMA. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | IH FDN GALA | Event1Nm |
| Gross Receipts Event1 | $848,343 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $778,343 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $70,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $57,438 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,900 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $74,557 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURN. | Event2Nm |
| Gross Receipts Event2 | $162,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $117,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $44,600 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,530 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $34,505 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $18,376 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $180,174 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $150,134 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,040 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $200 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,680 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,430 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,166 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,225 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,190,617 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,045,977 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $144,640 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $200 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,210 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,935 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $68,604 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $109,158 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $232,007 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$87,367 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRIS BAPTIST MEDICAL CENTER INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731034824 | 501(C)(3) | $361,372 | $1,272,215 | FMV | SUPPLIES & EQUIPMENT | TO FUND OPERATIONS |
| WESTERN VILLAGE ACADEMY INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731588764 | 501(C)(3) | $23,894 | $6,484 | FMV | SUPPLIES & EQUIPMENT | TO FUND OPERATIONS |
| INTEGRIS HOSPICE INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731369586 | 501(C)(3) | $0 | $32,646 | FMV | EQUIPMENT | TO FUND OPERATIONS |
| INTEGRIS AMBULATORY CARE CORPORATION | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731192765 | 501(C)(3) | $72,781 | $0 | TO FUND OPERATIONS | ||
| INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORP | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731089149 | 501(C)(3) | $40,506 | $308,295 | FMV | EQUIPMENT & VEHICLE | TO FUND OPERATIONS |
| INTEGRIS HEALTH INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731192764 | 501(C)(3) | $147,999 | $648,240 | FMV | EQUIPMENT | TO FUND OPERATIONS |
| INTEGRIS HEALTH EDMOND INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 451027361 | 501(C)(3) | $6,715 | $11,773 | FMV | EQUIPMENT | TO FUND OPERATIONS |
| INTEGRIS RURAL HEALTH INC | ||||||||||
| 5300 N INDEPENDENCE AVE | OKC | OK | 73112 | 731444504 | 501(C)(3) | $188,936 | $715,796 | FMV | EQUIPMENT | TO FUND OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION 1 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 INTEGRIS HEALTH FOUNDATION, INC. (IH FDN OR FOUNDATION) WAS ESTABLISHED TO SUPPORT, THROUGH FUNDRAISING AND GRANT MAKING ACTIVITIES, THE NOT-FOR-PROFIT CHARITABLE AFFILIATES OF INTEGRIS HEALTH, INC. (AFFILIATE OR AFFILIATES OF INTEGRIS HEALTH SYSTEM), INCLUDING BUT NOT LIMITED TO INTEGRIS BAPTIST MEDICAL CENTER, INC. THE PROCESS FOR PROVIDING GRANTS TO AFFILIATES OF INTEGRIS HEALTH SYSTEM BEGINS WITH A REQUEST FOR FUNDING FROM THE AFFILIATE TO THE IH FDN. A DEPARTMENT DIRECTOR OF THE AFFILIATE MAKES AN INITIAL REQUEST TO THE ADMINISTRATIVE DIRECTOR OR VICE PRESIDENT OF THE AFFILIATE. THE ADMINISTRATIVE DIRECTOR OR VICE PRESIDENT VALIDATES THE DEPARTMENT'S NEED FOR THE FUNDS AND APPROVES THE REQUEST. THIS APPROVAL INDICATES THAT THE REQUESTED FUNDS ARE IN KEEPING WITH THE AFFILIATE'S OVERALL CHARITABLE GOALS. ONCE VALIDATED, THE REQUEST IS SENT TO IH FDN'S OFFICE TO VERIFY THE FUNDS ARE AVAILABLE. IH FDN'S PRESIDENT THEN REVIEWS THE REQUEST TO CONFIRM THE REQUESTED USE OF FUNDS ARE IN KEEPING WITH THE FOUNDATION'S CHARITABLE PURPOSES AND WITH THE INTENT OF DONORS TO THE FOUNDATION. ASSUMING THIS IS THE CASE, THE FOUNDATION PRESIDENT APPROVES THE REQUEST. FUNDS REQUESTED BY THE AFFILIATES GENERALLY FALL INTO TWO CATEGORIES: CAPITAL AND NON-CAPITAL. THE REQUEST FOR FUNDS FORM MEMORIALIZES THE MOVEMENT OF FUNDS FROM THE FOUNDATION TO THE AFFILIATE FOR REIMBURSEMENT OF ITEMS PURCHASED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE CLOUSE | ||||||||||||||
| VICE PRESIDENT FOUNDATION | $174,316 | $0 | $0 | $0 | $8,126 | $0 | $6,401 | $0 | $6,226 | $0 | $195,069 | $0 | $0 | $0 |
| BETH A PAUCHNIK | ||||||||||||||
| ASST. SECRETARY | $0 | $439,938 | $0 | $0 | $0 | $16,877 | $0 | $117,518 | $0 | $11,390 | $0 | $585,723 | $0 | $0 |
| C BRUCE LAWRENCE | ||||||||||||||
| FORMER DIRECTOR | $0 | $992,513 | $0 | $0 | $0 | $49,276 | $0 | $371,936 | $0 | $12,064 | $0 | $1,425,789 | $0 | $0 |
| MARY ANN BAUMAN MD | ||||||||||||||
| FORMER DIRECTOR | $0 | $222,695 | $0 | $496 | $0 | $6,567 | $0 | $34,397 | $0 | $11,178 | $0 | $275,333 | $0 | $0 |
| DAVID R HADLEY | ||||||||||||||
| ASST. TREASURER THRU 08/16 | $0 | $239,281 | $0 | $197,232 | $0 | $214,745 | $0 | $12,731 | $0 | $7,582 | $0 | $671,571 | $0 | $197,232 |
| DAVID KALLENBERGER | ||||||||||||||
| FORMER DIRECTOR | $0 | $32,399 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,399 | $0 | $0 |
| TOM HONAN | ||||||||||||||
| INTERIM ASST.TREAS. THRU 10/16 | $0 | $296,574 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $296,574 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL INFORMATION 1 | SCHEDULE J, PART I, LINE 3 INTEGRIS HEALTH FOUNDATION, INC. (IHF) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, IHF RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS UTILIZES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION. |
| SUPPLEMENTAL INFORMATION 2 | SCHEDULE J, PART I, LINE 4B THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN BUT DID NOT RECEIVE A PAYMENT DURING THE YEAR. C. BRUCE LAWRENCE BETH A. PAUCHNIK DAVID R. HADLEY RECEIVED A PAYMENT FROM THE PLAN IN THE CURRENT YEAR EQUAL TO $197,232. |
| SUPPLEMENTAL INFORMATION 3 | SCHEDULE J, PART I, LINE 7 THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | |
| 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 (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 1 | $6,485 | FMV |
| Yes (X) | WIGS, HEADS, & WIGLETS | 1 | $26,668 | FMV |
| Yes (X) | LEGO SETS | 1 | $5,251 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT 1 | PART III, LINE 4A: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS INTEGRIS HEALTH FOUNDATION, INC. WAS ESTABLISHED TO FACILITATE FINANCIAL SUPPORT FOR THE ORGANIZATION BY CONNECTING DONORS TO THEIR INTEGRIS PASSIONS AS IT RELATES TO THE MYRIAD OF PROGRAMS AND SERVICES OF INTEGRIS HEALTH, INC. AND ITS CHARITABLE AFFILIATES. THE INTEGRIS HEALTH FOUNDATION ACCOMPLISHED THE FOLLOWING FOR FY17: THE INTEGRIS GALA DREW A CROWD OF 700 GUESTS AND SECURED A RECORD-BREAKING TOTAL OF $848,343 FOR THE BENEFIT OF THE INTEGRIS PEDIATRIC PROGRAM. PROCEEDS FROM THE EVENT FUNDED A CHILD LIFE SPECIALIST TO HELP YOUNG PATIENTS ENDURE MEDICAL PROCEDURES AND A DIGITAL X-RAY FOR THE NICU THAT PROTECTS OUR SMALLEST PATIENTS FROM EXPOSURE TO RADIATION. THE INTEGRIS GOLF CLASSIC HOSTED A SOLD-OUT TOURNAMENT TO BENEFIT STANLEY HUPFELD ACADEMY, AN INTEGRIS CHARTER SCHOOL. EVENT PROCEEDS OF MORE THAN $254,000 FUNDED A WALKING TRACK AT THE SCHOOL AS WELL AS EQUIPMENT TO OUTFIT AN EXISTING FACILITY BEING CONVERTED TO A PERFORMING ARTS CENTER. THE SIXTH ANNUAL INTEGRIS YOU&I EMPLOYEE GIVING CAMPAIGN WELCOMED THE GIFTS OF MORE THAN 2,700 INTEGRIS EMPLOYEES AND PHYSICIANS. THIS GENEROSITY WAS MET BY MATCHING GIFTS OF INTEGRIS VOLUNTEER AUXILIARIES ACROSS THE STATE AMOUNTING TO $225,000 FOR A TOTAL EXCEEDING $791,000 RAISED FOR VARIOUS CARE CENTERS THROUGHOUT THE SYSTEM. THE CAPITAL CAMPAIGN FOR ARCADIA TRAILS CENTER FOR ADDICTION RECOVERY EXCEEDED THE INITIAL $21 MILLION BENCHMARK ALLOWING THE FOUNDATION TO REFOCUS EFFORTS ON RAISING SCHOLARSHIP FUNDS FOR FUTURE PATIENTS. THE INTEGRIS FOUNDATION INVESTED MORE THAN $4 MILLION BACK TO OUR HOSPITALS, IMPACTING PATIENT CARE AND ADVANCING OUR MISSION TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. |
| GENERAL STATEMENT 2 | PART V: QUESTION 1A AND 2A QUESTION 1A - INTEGRIS HEALTH, INC., AS THE PARENT ENTITY OF THE INTEGRIS HEALTH SYSTEM, PAYS ALL VENDORS FOR SERVICES PROVIDED TO ALL ENTITIES WITHIN THE SYSTEM. ACCORDINGLY, COMPENSATION PAID TO INDEPENDENT CONTRACTORS IS REPORTED ON THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS OF INTEGRIS HEALTH, INC., EIN 73-1192764. EXPENSES ARE ALLOCATED TO AND REIMBURSED BY INDIVIDUAL ENTITIES WITHIN THE SYSTEM, AND REPORTED ON THEIR RESPECTIVE FORMS 990, PART VII, SECTION B AND PART IX, AS APPROPRIATE. PART V: QUESTION 2A - THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7, WERE ALL REPORTED ON THE FORM 941 EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF INTEGRIS HEALTH, INC., EIN 73-1192764. THESE SALARIES WERE REIMBURSED TO INTEGRIS HEALTH, INC. AND WERE INCLUDED IN THE NUMBER OF EMPLOYEES ON INTEGRIS HEALTH, INC.'S FORM W-3. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF FULL TIME EMPLOYEES, AS DETERMINED BY FTE HOURS WORKED, FOR THE FILING ORGANIZATION DURING THE 2016 TAX YEAR. |
| GENERAL STATEMENT 3 | PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 2 - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE FOLLOWING OFFICERS AND DIRECTORS OF THE FILING ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BY VIRTUE OF THEIR POSITIONS AS OFFICERS, DIRECTORS, OR EMPLOYEES OF RELATED ENTITIES WITHIN THE SYSTEM: BETH A. PAUCHNIK DAVID R. HADLEY TOM HONAN DANIEL DAVIS |
| GENERAL STATEMENT 4 | PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTIONS 6, 7A & 7B - INTEGRIS HEALTH, INC. IS THE SOLE MEMBER OF INTEGRIS HEALTH FOUNDATION, INC. AS SUCH IT HAS THE POWER (1) TO SELECT AND REMOVE ALL OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, PRESCRIBE SUCH POWERS AND DUTIES FOR THEM AS MAY BE CONSISTENT WITH LAW, WITH THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OR THE BYLAWS, (2) TO CONDUCT, MANAGE AND CONTROL THE AFFAIRS AND BUSINESS OF THE CORPORATION, AND TO MAKE SUCH RULES AND REGULATIONS THEREFORE CONSISTENT WITH LAW, OR WITH THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OR THE BYLAWS, AS THEY MAY DEEM BEST, SUBJECT TO THE APPROVAL OF THE SOLE MEMBER, (3) TO FIX AND LOCATE FROM TIME TO TIME ONE OR MORE SUBSIDIARY OFFICES OF THE CORPORATION WITHIN OR WITHOUT THE STATE OF OKLAHOMA; AND TO ADOPT, MAKE AND USE A CORPORATE SEAL, AND TO ALTER THE FORM OF SUCH SEAL FROM TIME TO TIME, AS IN THEIR JUDGEMENT THEY MAY DEEM BEST, PROVIDED SUCH SEAL AT ALL TIMES COMPLY WITH THE PROVISIONS OF LAW, THE CERTIFICATE OF INCORPORATION AND THESE BYLAWS. |
| GENERAL STATEMENT 5 | PART VI: SECTION B. POLICIES PART VI: QUESTION 11B - THE ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE SYSTEM HAS A SINGLE AUDIT COMPLIANCE COMMITTEE WHICH OVERSEES THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AS WELL AS THE FILING OF FEDERAL AND STATE TAX FORMS. THE SYSTEM ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. A DRAFT FORM 990 IS PROVIDED TO THE SYSTEM VICE PRESIDENT, FINANCE FOR REVIEW. A FINAL FORM 990 IS GIVEN TO THE SYSTEM CHIEF FINANCIAL OFFICER FOR REVIEW, APPROVAL, AND SIGNATURE. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S BOARD OF DIRECTORS, AS WELL AS TO THE SYSTEM'S AUDIT/COMPLIANCE COMMITTEE, FOR REVIEW PRIOR TO FILING THE RETURN. |
| GENERAL STATEMENT 6 | PART VI: SECTION B. POLICIES PART VI: QUESTION 12C - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). CONFLICT OF INTEREST IS ADDRESSED IN THE INTEGRIS CODE OF CONDUCT. ALL SYSTEM EMPLOYEES RECEIVE TRAINING DURING NEW EMPLOYEE ORIENTATION AND ARE INSTRUCTED TO REPORT ANY POSSIBLE CONFLICTS, TO REFER ANY CONFLICT OF INTEREST QUESTIONS TO THE SYSTEM'S COMPLIANCE OFFICER OR THROUGH THE ANONYMOUS INTEGRITY LINE. ALL NEW MANAGERS RECEIVE ADDITIONAL TRAINING ON CONFLICT OF INTEREST POLICES DURING LEADERSHIP TRAINING. LEGAL SERVICES REVIEWS ALL CONTRACTS FOR CONFLICTS OF INTEREST. INTERNAL AUDIT CONDUCTS AUDITS FOR POSSIBLE CONFLICTS OF INTEREST BASED ON THEIR ANNUAL RISK ASSESSMENT. CORPORATE COMPLIANCE INCLUDES ASSESSMENTS FOR CONFLICTS OF INTEREST IN ITS ANNUAL WORK PLAN AND CONDUCTS SPECIALIZED TRAINING FOR HIGH RISK AREAS. THE GOVERNANCE COMMITTEE, A COMMITTEE OF THE INTEGRIS HEALTH BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS, REVIEWS AND APPROVES ANY AND ALL PROPOSED BUSINESS TRANSACTIONS BETWEEN ANY ENTITY OF INTEGRIS AND A DISQUALIFIED PERSON. |
| GENERAL STATEMENT 7 | PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HOWEVER, THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE INCLUDED IN THE CONSOLIDATED FINANCIALS FOR INTEGRIS HEALTH, INC., A RELATED CORPORATION. THESE CONSOLIDATED FINANCIALS ARE DISCLOSED FOR BOND COMPLIANCE PURPOSES USING DIGITAL ASSURANCE CERTIFICATION. |
| GENERAL STATEMENT 8 | PART VII: SECTION B. INDEPENDENT CONTRACTORS DINI PARTNERS INC. FUNDRAISING $278,400 2727 ALLEN PARKWAY, SUITE 1650 CONSULTANTS HOUSTON, TX 77019 |
| GENERAL STATEMENT 9 | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION INTEGRIS HEALTH FOUNDATION, INC. HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER SECTION 1.263(A)-1(F) OF THE TREASURY REGULATIONS, EFFECTIVE FOR THE TAX YEAR ENDING JUNE 30, 2017. TAXPAYER HAS AN APPLICABLE FINANCIAL STATEMENT FOR THE YEAR OF THE ELECTION. THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM DEDUCTED UNDER ITS BOOK POLICY THAT DOES NOT EXCEED $5,000 PER INVOICE (OR PER ITEM, AS SUBSTANTIATED BY THE INVOICE) OR ITEMS HAVING AN ECONOMIC USEFUL LIFE OF TWELVE MONTHS OR LESS AS DESCRIBED IN SECTION 1.263(A)-1(F)(1)(I). TAXPAYER NAME: INTEGRIS HEALTH FOUNDATION, INC. ADDRESS: 5300 N. INDEPENDENCE AVE., STE. 130 OKLAHOMA CITY, OK 73112 TAXPAYER IDENTIFICATION NUMBER: 73-1047338 SECTION 1.263(A)-3(N) ELECTION - BOOK CONFORMITY ELECTION INTEGRIS HEALTH FOUNDATION, INC. IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE THOSE REPAIR AND MAINTENANCE COSTS THAT IT TREATS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED JUNE 30, 2017. TAXPAYER NAME: INTEGRIS HEALTH FOUNDATION, INC. ADDRESS: 5300 N. INDEPENDENCE AVE., STE. 130 OKLAHOMA CITY, OK 73112 TAXPAYER IDENTIFICATION NUMBER: 73-1047338 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRIS AMBULATORY CARE CORPORATION | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731192765 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
| INTEGRIS HOSPICE INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731369586 | HEALTH CARE | OK | 501(C)(3) | LINE 10 | IH | false |
| INTEGRIS BAPTIST MEDICAL CENTER INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731034824 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
| INTEGRIS RURAL HEALTH INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731444504 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
| INTEGRIS SOUTHWEST MEDICAL CENTER INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731089149 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
| INTEGRIS HEALTH INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731192764 | HEALTH CARE | OK | 501(C)(3) | LINE 12-I | NA | false |
| WESTERN VILLAGE ACADEMY INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731588764 | SCHOOL | OK | 501(C)(3) | LINE 2 | IACC | false |
| INTEGRIS HEALTH EDMOND INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 451027361 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
| INTEGRIS MENTAL HEALTH INC | ||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 730738716 | HEALTH CARE | OK | 501(C)(3) | LINE 3 | IH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|
| BMPA LTD 73-1228665 | |||||||
| OKLAHOMA CITY OK 73112 | OKLA CITY | OK | 73112 | MED. OFFICE BLDG. | OK | NA | N/A |
| QC-III 20-8723857 | |||||||
| OKLAHOMA CITY OK 73112 | OKLA CITY | OK | 73112 | MEDICAL | OK | NA | N/A |
| DIAGNOSTIC LAB 73-1560760 | |||||||
| LYNDHURST NJ 07071 | LYNDHURST | NJ | 07071 | CLINICAL LAB | NJ | NA | N/A |
| MPI CENTER 73-1283942 | |||||||
| OKLAHOMA CITY OK 73112 | OKLA CITY | OK | 73112 | MEDICAL | OK | NA | N/A |
| HILLCRESTINTEGRIS HEALTH LLC | |||||||
| OKLAHOMA CITY OK 73112 | OKLA CITY | OK | 73112 | DORMANT | OK | NA | N/A |
| LAKESIDE HOSPITAL 73-1493662 | |||||||
| OKLAHOMA CITY OK 73112 | OKLA CITY | OK | 73112 | MEDICAL | OK | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRIS PROHEALTH INC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 731046179 | RETAIL PHARMACY | OK | NA | C Corp | false | |||||||
| THE STANLEY F HUPFELD CHAR REMAIN TRUST | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 266238051 | FINANCIAL | OK | NA | Trust | Yes (true) | $0 | $80,518 | 1.00000 | ||||
| QUALITY ALLIANCE ASSURANCE CO | ||||||||||||||||
| 981060671 | INSURANCE | NA | C Corp | false | PO BOX 10027 KYI-1001 | GRAND CAYMAN | CJ | CJ | ||||||||
| BAPTIST HEALTH SYSTEM INC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | DORMANT | OK | NA | C Corp | false | ||||||||
| ONE CARE INC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | DORMANT | OK | NA | C Corp | false | ||||||||
| VADOVATIONS INC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 270821922 | HEALTH CARE | OK | NA | C Corp | false | |||||||
| INTEGRIS HEALTH PARTNERS LLC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 453482852 | HEALTH CARE | OK | NA | C Corp | false | |||||||
| INTEGRIS CARDIOVASCULAR PHYSICIANS LLC | ||||||||||||||||
| 5300 N INDEPENDENCE AVE STE 130 | OKLA CITY | OK | 73112 | 452867352 | HEALTH CARE | OK | NA | C Corp | false | |||||||
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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