JOHN MUIR FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MUIR FOUNDATION (EIN 94-2650855)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-29
- IRS object ID
- 201813029349301641
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-29T14:36:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 550 S HOPE ST SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942650855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTIAN PASS | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9259393000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD Suite 300 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN PASS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9259393000 | PhoneNum |
| Signature | 2018-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 77070920183025000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4931415151B363AB723B41476C53B0BD4972C176 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 164FA9FDD4A18A30677B9C9ED78991B59AF5BA8D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTIAN PASS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD STE 300 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,549,980 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GIVEHEALTHJMH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | JOHN MUIR HEALTH FOUNDATION IS DEDICATED TO INSPIRING AND STEWARDING PHILANTHROPIC SUPPORT FOR ALL PROGRAMS, SERVICES AND FACILITIES OF JOHN MUIR HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,204,516 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,049,710 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $839,499 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $225,222 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,064,468 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$256,438 | PYOtherRevenueAmt |
| CY Other Revenue | -$189,628 | CYOtherRevenueAmt |
| PY Total Revenue | $8,012,799 | PYTotalRevenueAmt |
| CY Total Revenue | $18,924,550 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,552,877 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,468,172 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,800 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $159,833 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $683,001 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,662,363 | PYOtherExpensesAmt |
| CY Other Expenses | $4,790,081 | CYOtherExpensesAmt |
| PY Total Expenses | $13,292,040 | PYTotalExpensesAmt |
| CY Total Expenses | $6,418,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,279,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,506,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,609,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,421,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,366,169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,243,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,354,401 | NetAssetsOrFundBalancesEOYAmt |
| Mission | JOHN MUIR HEALTH FOUNDATION IS DEDICATED TO INSPIRING AND STEWARDING PHILANTHROPIC SUPPORT FOR ALL PROGRAMS, SERVICES AND FACILITIES OF JOHN MUIR HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,549,636 | ExpenseAmt |
| Grant | $1,468,172 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ALL EXPENSES ARE RELATED TO THE ACTIVITIES OF ARRANGING FOR, AND THE SOLICITATION OF, FUNDS AND CONTRIBUTIONS FOR, AND ON BEHALF OF, JOHN MUIR HEALTH. | Desc |
| Total Program Service Expenses | $4,549,636 | 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 | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN PASS | PersonNm |
| Phone | 9259393000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD | AddressLine1Txt |
| City | walnut creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| David D Woodworth | ||||||||
| Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard M Del Monte | ||||||||
| Vice Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul R Gray | ||||||||
| Secretary-Treasurer | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Guy R Henshaw | ||||||||
| Chair, Advisory Council | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jack E Thompson | ||||||||
| Chair, Governance | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| F Ryan Anderson MD | ||||||||
| Officer at Large | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Beverly A Jones | ||||||||
| Officer at Large | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John C Sayres | ||||||||
| Officer at Large | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn J Bennett MD | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sally L Davis MD | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Doyle | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark W Flower | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frederick M Gutterson | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alice D Hunter MD | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Calvin Knight | ||||||||
| Ex-Officio Director | 5.0 | 70.0 | Yes (X) | $0 | $1,896,972 | $1,249,145 | ||
| Lolita C Lopez | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Dwane L Michael | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Margaret S Murphy | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard O Vandenberg | ||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Carew | ||||||||
| Ex-Off Director/President/CAO | 60.0 | 0.0 | Yes (X) | Yes (X) | $0 | $599,345 | $197,495 | |
| Christian Pass | ||||||||
| CFO | 5.0 | 70.0 | Yes (X) | $0 | $702,862 | $280,590 | ||
| Michael Moody | ||||||||
| Former Officer | 0.0 | 60.0 | $0 | $871,765 | $485,240 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,070,944 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,212,470 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,318,386 | FundraisingAmt |
| Related Organizations | $9,561,626 | RelatedOrganizationsAmt |
| Government Grants | $91,916 | GovernmentGrantsAmt |
| All Other Contributions | $7,077,782 | AllOtherContributionsAmt |
| Noncash Contributions | $3,000 | NoncashContributionsAmt |
| Total Contributions | $18,049,710 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,224 | TotalRevenueColumnAmt |
| Exclusion | $347,224 | 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 | $2,810,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,092,756 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $717,244 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $717,244 | TotalRevenueColumnAmt |
| Exclusion | $717,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $310,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,318,386 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $528,674 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$218,424 | TotalRevenueColumnAmt |
| Exclusion | -$218,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $32,796 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,796 | TotalRevenueColumnAmt |
| Exclusion | $28,796 | ExclusionAmt |
| 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 | $18,924,550 | TotalRevenueColumnAmt |
| Exclusion | $874,840 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,468,172 | TotalAmt |
| Program Services | $1,468,172 | 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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $1,808 | TotalAmt |
| Program Services | $1,356 | ProgramServicesAmt |
| Management And General | $452 | ManagementAndGeneralAmt |
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 | $159,833 | TotalAmt |
| Fundraising | $159,833 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353,797 | TotalAmt |
| Program Services | $2,009,259 | ProgramServicesAmt |
| Management And General | $821,370 | ManagementAndGeneralAmt |
| Fundraising | $523,168 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,846 | TotalAmt |
| Program Services | $560,845 | ProgramServicesAmt |
| Management And General | $187,001 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,466 | TotalAmt |
| Program Services | $46,850 | ProgramServicesAmt |
| Management And General | $19,616 | ManagementAndGeneralAmt |
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 | $186,492 | TotalAmt |
| Program Services | $138,862 | ProgramServicesAmt |
| Management And General | $47,630 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,186 | TotalAmt |
| Program Services | $25,640 | ProgramServicesAmt |
| Management And General | $8,546 | ManagementAndGeneralAmt |
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 | $92,911 | TotalAmt |
| Program Services | $68,683 | ProgramServicesAmt |
| Management And General | $24,228 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $293,297 | $219,973 | $73,324 |
| DUES AND SUBSCRIPTIONS | $13,128 | $9,846 | $3,282 |
| TAXES AND LICENSES | $150 | $150 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,418,086 | TotalAmt |
| Program Services | $4,549,636 | ProgramServicesAmt |
| Management And General | $1,185,449 | ManagementAndGeneralAmt |
| Fundraising | $683,001 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,481,962 | BOYAmt |
| EOY | $3,209,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,715,930 | BOYAmt |
| EOY | $10,875,351 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,568,504 | BOYAmt |
| EOY | $9,331,630 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,649 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,842,818 | BOYAmt |
| EOY | $15,005,504 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,609,214 | BOYAmt |
| EOY | $38,421,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,630 | BOYAmt |
| EOY | $67,447 | 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 | $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 | $10,245,539 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,366,169 | BOYAmt |
| EOY | $67,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,980,627 | BOYAmt |
| EOY | $3,432,487 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,654,735 | BOYAmt |
| EOY | $19,556,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,568,937 | BOYAmt |
| EOY | $15,365,216 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,243,045 | BOYAmt |
| EOY | $38,354,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,609,214 | BOYAmt |
| EOY | $38,421,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,506,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,604,892 | 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 | $7,293,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,819,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,388,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,204,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,046,710 | CurrentTaxYearAmt |
| Total | $59,751,942 | 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 | $7,293,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,819,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,388,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,204,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,046,710 | CurrentTaxYearAmt |
| Total | $59,751,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,342,034 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,409,908 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $347,224 | CurrentTaxYearAmt |
| Total | $1,086,070 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $201,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $353,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,046 | CurrentTaxYearAmt |
| Total | $1,150,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,988,432 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,063,968 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52284 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $26,224,494 | BeginningYearBalanceAmt |
| Contributions | $7,788,084 | ContributionsAmt |
| Investment Earnings Or Losses | $1,910,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,001,163 | OtherExpendituresAmt |
| End Year Balance | $34,922,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,590,268 | BeginningYearBalanceAmt |
| Contributions | $5,853,636 | ContributionsAmt |
| Investment Earnings Or Losses | $514,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,733,453 | OtherExpendituresAmt |
| End Year Balance | $26,224,494 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,078,896 | BeginningYearBalanceAmt |
| Contributions | $11,033,372 | ContributionsAmt |
| Investment Earnings Or Losses | -$691,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,831,000 | OtherExpendituresAmt |
| End Year Balance | $24,590,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,987,785 | BeginningYearBalanceAmt |
| Contributions | $8,119,089 | ContributionsAmt |
| Investment Earnings Or Losses | $590,899 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,618,877 | OtherExpendituresAmt |
| End Year Balance | $20,078,896 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,353,302 | BeginningYearBalanceAmt |
| Contributions | $4,208,174 | ContributionsAmt |
| Investment Earnings Or Losses | $1,183,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,756,777 | OtherExpendituresAmt |
| End Year Balance | $16,987,785 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.43999 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.56001 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,649 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,059,116 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,604,892 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $529,674 | OtherRevenueAmt |
| Revenue Not Reported | $2,134,566 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,924,550 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $18,924,550 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,947,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $529,674 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $529,674 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,418,086 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,418,086 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT PURPOSE | SCHEDULE D, PART V, LINE 4 FURTHERANCE OF THE MISSION AND MOST SIGNIFICANT ACTIVITIES OF JOHN MUIR HEALTH. |
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED USING THE LARGEST AMOUNT THAT EXCEEDS A 50% PROBABILITY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN ESTIMATED OCCURS. |
| REVENUE INCLUDED ON AUDITED FINANCIAL STATEMENTS, NOT ON FORM 990 | SCHEDULE D, PART XI, LINE 2D FUNDRAISING EVENT AND GAMING EXPENSES REPORTED NET OF REVENUE ON FORM 990 $529,674 |
| EXPENSES INCLUDED ON AUDITED FINANCIALS, NOT ON FORM 990 | SCHEDULE D, PART XII, LINE 2B FUNDRAISING EVENT AND GAMING EXPENSES REPORTED AS PART OF TOTAL EXPENSES ON FINANCIAL STATEMENTS $529,674 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| James Crawford | ||||||||
| 1800 Park Newport Suite 308 | Newport | CA | 92660 | GRANT PROP WRITING | false | $290,694 | $76,475 | $214,219 |
| Anne Marie Taylor | ||||||||
| 1008 Springfield Drive | Walnut Creek | CA | 94598 | FUND EVENTS CAPITAL CAM | false | $314,918 | $83,358 | $231,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $605,612 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $159,833 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $445,779 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,628,636 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,318,386 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $310,250 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $177,987 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $350,687 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,628,636 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,318,386 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $310,250 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $177,987 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $350,687 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $528,674 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$218,424 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $32,796 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $4,000 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $32,796 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,000 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $4,000 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $28,796 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | PATRICK CAREW | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD SUITE 300 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | PATRICK CAREW | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | SUPERVISION | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $29,516 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART III, LINE 17 | FormAndLineReferenceDesc |
| Explanation | THE NET GAMING REVENUE REPORTED IN PART III, LINE 8 INCLUDES A DONATED RAFFLE PRIZE VALUED AT $3,000. AFTER EXCLUDING THE VALUE OF THE DONATED PRIZE, THE NET GAMING REVENUE OF $31,796 EXCEEDS THE 90% GROSS RECEIPTS REQUIREMENT UNDER THE CALIFORNIA PENAL CODE SECTION 320.5. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD SUITE 300 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 941461843 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,468,172 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | EQUIPMENT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANT MONITORING PROCESS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 JOHN MUIR HEALTH FOUNDATION AND JOHN MUIR HEALTH FINANCIAL MANAGEMENT MONITORS AND APPROVES THE USE OF THE RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES. | 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calvin Knight | ||||||||||||||
| Ex-Officio Director | $0 | $1,124,607 | $0 | $730,615 | $0 | $41,750 | $0 | $1,229,888 | $0 | $19,257 | $0 | $3,146,117 | $0 | $730,615 |
| Patrick Carew | ||||||||||||||
| Ex-Off Director/President/CAO | $0 | $376,881 | $0 | $143,101 | $0 | $79,363 | $0 | $189,773 | $0 | $7,722 | $0 | $796,840 | $0 | $143,101 |
| Christian Pass | ||||||||||||||
| CFO | $0 | $525,946 | $0 | $168,753 | $0 | $8,163 | $0 | $255,226 | $0 | $25,364 | $0 | $983,452 | $0 | $168,783 |
| Michael Moody | ||||||||||||||
| Former Officer | $0 | $579,138 | $0 | $273,637 | $0 | $18,990 | $0 | $466,938 | $0 | $18,302 | $0 | $1,357,005 | $0 | $273,637 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| EXECUTIVE COMPENSATION PROCESS | SCHEDULE J, PART I, LINE 3 JOHN MUIR HEALTH, A RELATED TAX-EXEMPT ORGANIZATION OF JOHN MUIR HEALTH FOUNDATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| NON-QUALIFIED RETIREMENT PLANS | SCHEDULE J, PART I, LINE 4B Retirement Restoration Plan Employees eligible for the Retirement Restoration Plan are either Senior Vice President or Vice President level employees. Employer contributions are made to the plan on behalf of eligible employees. The annual increase in actuarial value of the plan benefit is reported in Part II, Column C. Vesting for the Restoration Plan is at the earliest of the following: reaching age 65 with at least three years of service, becoming totally and permanently disabled, involuntary termination for any reason other than cause, change of control of John Muir Health, or death. Restoration Plan benefits are payable and taxable upon vesting. No plan benefit payments were made during the year. Christian Pass participated in the plan and earned $47,828 of benefit during the year. Patrick Carew participated in the plan and earned $53,495 of benefit during the year. Supplemental Executive Plan Employees eligible for the Supplemental Executive Plan are either CEO of John Muir Health, CEO or CAO of John Muir Physician Network, and current employees that previously held one of those positions. Employer contributions are made to the plan on behalf of eligible employees. The annual increase in actuarial value of the plan benefit is reported in Part II, Column C. Vesting for the Supplemental Executive Plan is at the earliest of the following: reaching age 65 with at least three years of service, becoming disabled, involuntary termination for any reason other than cause, termination upon change of control of John Muir Health, or death. Benefits are payable and taxable upon vesting. No plan benefit payments were made during the year. Calvin Knight participated in the plan and earned $568,622 of benefit during the tax year. Michael Moody participated in the plan and earned $203,595 of benefit during the tax year. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY ANDERSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF DIR/OFFICER | RelationshipDescriptionTxt |
| Transaction | $22,194 | TransactionAmt |
| Transaction | COMPENSATION & BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MEMBERS OR STOCKHOLDERS | FORM 990, PART IV, SECTION A, LINE 6 JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF JOHN MUIR HEALTH FOUNDATION. |
| POWER TO ELECT OR APPOIINT MEMBERS OF GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT AND CEO OF THE CORPORATE MEMBER IS A VOTING EX OFFICIO MEMBER OF THE BOARD OF JOHN MUIR HEALTH FOUNDATION. THE ELECTION OF DIRECTORS, OTHER THAN EX OFFICIO DIRECTORS, IS SUBJECT TO THE APPROVAL OF THE CORPORATE MEMBER. THE CORPORATE MEMBER MAY ALSO REMOVE ANY DIRECTOR WITH OR WITHOUT CAUSE OR REASON AT ANY TIME. |
| GOVERNANCE DECISIONS SUBJECT TO APPROVAL BY THE MEMBER | FORM 990, PART IV, SECTION A, LINE 7B THE FOLLOWING CORPORATE ACTIONS REQUIRE THE PRE-APPROVAL BY THE CORPORATE MEMBER: (A) MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; (C) APPROVAL OF OPERATING AND CAPITAL BUDGETS, ALTHOUGH THE BOARD IS EMPOWERED TO DEVELOP ITS OWN BUDGET WITHIN THE GUIDELINES AND OBJECTIVES SET BY THE CORPORATE MEMBER; (D) ANY BORROWING OR INDEBTEDNESS, INCLUDING BUT NOT LIMTED TO LEASE AGREEMENTS AND CONTRACTS OF SALE; (E) PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE AND ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL IN EXCESS OF $250,000 OR SUCH GREATER DOLLAR AMOUNT AS MAY BE DETERMINED BY THE CORPORATE MEMBER FROM TIME-TO-TIME; (F) APPOINTMENT OF AN INDEPENDENT AUDITOR AND CORPORATE COUNSEL; (G) APPROVAL OF TRANSACTIONS OF THE CORPORATION IN WHICH A DIRECTOR OR OFFICER OF THE CORPORATION HAS A MATERIAL FINANCIAL INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY; AND (H) ANY OTHER MAJOR TRANSACTIONS OR MAJOR POLICIES AS DETERMINED BY THE CORPORATE MEMBER IN ITS SOLE DISCRETION. |
| REVIEW OF FORM 990 BY THE GOVERNING BODY | FORM 990, PART IV, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS. AN OVERVIEW OF THE FORM 990, WITH SUFFICIENT DETAIL, IS PRESENTED TO THE BOARD WITH THE COMPLETED FORM 990. ALL QUESTIONS AND CONCERNS OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF FINANCIAL OFFICER OR THEIR DESIGNEE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS HAS BEEN APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF JOHN MUIR HEALTH FOUNDATION WILL FILE THE FINAL FORM 990 AS REQUIRED. |
| CONFLICT OF INTEREST MONITORING | FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE JOHN MUIR HEALTH (JMH) BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO, AND GENERAL COUNSEL. TOGETHER, THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE GENERAL COUNSEL ATTEND BOARD MEETINGS TO ENSURE COMPLIANCE WITH THE POLICY. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY THE GENERAL COUNSEL, GOVERNANCE COMMITTEE AND FOR CERTAIN TRANSACTIONS WITH THE CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS DURING THE YEAR AND RECUSE THEMSELVES FROM VOTING ON ANY MATTERS RELATED TO A CONFLICT. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL REVIEWS THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CEO AND THE BOARD CHAIR. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED, INCLUDING PERIODIC REVIEWS OF ITS TRANSACTIONS OR ARRANGEMENTS WITH ITS OFFICERS AND BOARD MEMBERS, AND ANY OTHER INDIVIDUAL OR ENTITIES THAT MAY HAVE A SUBSTANTIAL INFLUENCE OVER THE BUSINESS AND AFFAIRS OF THE ORGANIZATION. |
| EXECUTIVE COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE OF JOHN MUIR HEALTH. THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED OF NO LESS THAN 5 VOTING DIRECTORS, NONE OF WHICH HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION TRANSACTIONS UNDER CONSIDERATION. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE EXPERT COMPENSATION CONSULTANT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA OF SIMILARLY SITUATED ORGANIZATIONS FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITES. THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. THE COMMITTEE'S DELIBERATIONS AND DECISIONS REGARDING THESE COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE COMMITTEE MINUTES THAT ARE REVIEWED AT ITS NEXT MEETING. THE DOCUMENTED MINUTES INCLUDE (1) TERMS OF THE COMPENSATION ARRANGEMENT, INCLUDING DATE IT WAS APPROVED; (2) A DESCRIPTION OF THE COMPARABLE DATA RELIED UPON BY THE COMMITTEE AND HOW IT WAS OBTAINED; 3) A LIST OF THE MEMBERS PRESENT DURING THE DELIBERATIONS AND HOW THE MEMBERS VOTED; 4) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF ANY MEMBER OF THE COMMITTEE WHO HAD A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. |
| DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE JOHN MUIR HEALTH LEGAL DEPARTMENT UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:3225647 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:128150 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIRMT DIABLO COMMUNITY HEALTH | ||||||||||
| 1399 YGANCIO VALLEY ROAD STE 36 | WALNUT CREEK | CA | 94598 | 981788973 | GRANT MAKING | CA | 501(C)(3) | 12C, III-FI | JM HEALTH | Yes (true) |
| JOHN MUIR BEHAVIORAL HEALTH | ||||||||||
| 1400 TREAT BOULEVARD STE 300 | WALNUT CREEK | CA | 94597 | 680249685 | HEALTHCARE | CA | 501(C)(3) | 3 | JM HEALTH | Yes (true) |
| JOHN MUIR PHYSICIAL NETWORK | ||||||||||
| 1400 TREAT BOULEVARD STE 300 | WALNUT CREEK | CA | 94597 | 680360801 | CLINIC SRVS | CA | 501(C)(3) | 12A, III | JM HEALTH | Yes (true) |
| JOHN MUIR HEALTH | ||||||||||
| 1400 TREAT BOULEVARD STE 300 | WALNUT CREEK | CA | 94597 | 941461843 | HEALTHCARE | CA | 501(C)(3) | 3 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|
| JOHN MUIR MAGNETIC IMAGING | |||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 680202020 | DIAGNOSTIC IMAG | CA | N/A |
| NEUROSCAN | |||||||
| 115 LA CASA VIA SUITE 202 | WALNUT | CA | 94597 | 680017617 | DIAGNOSTIC IMAG | CA | N/A |
| BAY AREA SURGICAL VENTURES | |||||||
| 30 S WACKER DRIVE | CHICAGO | ID | 60606 | 203052802 | MEDICAL SERVICES | CA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| CARIDIAN PHYSICIAN SERVICES INC | |||||||||
| 700 YGNACIO VALLEY BLVD | WALNUT CREEK | CA | 94596 | 680297913 | INACTIVE | CA | NA | C-CORP | false |
| MT DIABLO PRACTICE MGMT | |||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 680031326 | INACTIVE | CA | NA | C-CORP | false |
| JOHN MUIRMT DIABLO PARENT COMPANY | |||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 900060434 | INACTIVE | CA | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JOHN MUIR HEALTH | ||
| B | $1,468,172 | EXPENSES PAID |
| JOHN MUIR HEALTH | ||
| C | $9,561,626 | CASH RECEIVED |
| JOHN MUIR HEALTH | ||
| K | $177,084 | AGREEMENT TERMS |
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