HONORHEALTH FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HONORHEALTH FOUNDATION (EIN 74-2355411)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349309692
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:15:10-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO N CENTRAL AVE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 742355411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HONORHEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Alice Pope | InCareOfNm |
| Business Name Control | HONO | BusinessNameControlTxt |
| Phone | 4805875000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N Hayden Road | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice Pope | PersonNm |
| Person Title | SVP/CFO HonorHealth | PersonTitleTxt |
| Phone | 4805875113 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK SHIELDS | PreparerPersonNm |
| PTIN | P01508556 | PTIN |
| Phone | 6023223000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.162.72.127 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 86597020183195000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C448693FACA90CDA31DC6551FF5800F3916E200 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1DEFEEA347AFF02CE3AF0741EDDCF1F60A18EC1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John N Ferree | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS C ABOVE | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,610,037 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.honorhealth.com/community | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,424,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,841,445 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,133,942 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,169,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $126,260 | PYOtherRevenueAmt |
| CY Other Revenue | $184,321 | CYOtherRevenueAmt |
| PY Total Revenue | $37,684,772 | PYTotalRevenueAmt |
| CY Total Revenue | $29,195,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,596,492 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,418,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,829,972 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,721,175 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,245,056 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,229,139 | PYOtherExpensesAmt |
| CY Other Expenses | $1,205,210 | CYOtherExpensesAmt |
| PY Total Expenses | $20,655,603 | PYTotalExpensesAmt |
| CY Total Expenses | $17,345,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,029,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,850,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $184,419,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,389,772 | TotalAssetsEOYAmt |
| Total Liabilities BOY | -$5,617,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,913,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $190,037,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,476,675 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,227,805 | ExpenseAmt |
| Grant | $12,418,786 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $13,227,805 | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | false | 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice Pope | PersonNm |
| Phone | 4805875113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N Hayden Road | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HOWARD C KATZ | ||||||||
| TRUSTEE/CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LANGDON HERNDON | ||||||||
| TRUSTEE/VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID WATSON | ||||||||
| TRUSTEE/VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Martin Aronson | ||||||||
| Trustee/Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James M Reed | ||||||||
| Trustee/Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R Allen Allford | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald R Baker | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tim Barton | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tom Batson | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Howard R Berlin | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas E Brady | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven Crystal | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard R Donnelley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CURT FEUER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sue Fletcher | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Florkiewicz | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Chip Glaser | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael D Greenbaum | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Norman C Harbert | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven L Hunton | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| C Dennis Knight | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph O Lampe | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TODD LAPORTE | ||||||||
| TRUSTEE/CEO, HONORHEALTH | 1.0 | 39.0 | Yes (X) | $0 | $1,062,067 | $138,831 | ||
| Ruth Lavinia | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Lincoln | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Lucking | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frederick A Lynn | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jean Marley | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cheryl Melocik | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Nicholas | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN J O'NEILL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles W Palmer | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Harris Robertson | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William W Rooke | ||||||||
| Trustee (THRU 7/31/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD G RUSSELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Sadvary | ||||||||
| TTEE/CEO HH (THRU 4/17)/SR ADV | 1.0 | 39.0 | Yes (X) | $0 | $1,756,482 | $26,633 | ||
| JEFFREY G SCHLEIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Larry Seay | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 2.0 | Yes (X) | $0 | $38,000 | $0 | ||
| Frank Surdakowski MD | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Sussman | ||||||||
| Trustee (THRU 6/30/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Veale DO | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Judith G Wolf PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John N Ferree | ||||||||
| FOUNDATION PRESIDENT | 40.0 | 0.0 | Yes (X) | $0 | $629,651 | $27,416 | ||
| Joanne Gain | ||||||||
| VP MAJOR GIFTS | 40.0 | 0.0 | Yes (X) | $0 | $228,981 | $24,848 | ||
| Laura Grafman | ||||||||
| Executive Vice President | 40.0 | 0.0 | Yes (X) | $0 | $241,465 | $16,942 | ||
| Christine Kontgas | ||||||||
| VP - Operations, Fin. & Grants | 40.0 | 0.0 | Yes (X) | $0 | $225,260 | $19,078 | ||
| Scott Showers | ||||||||
| VP MAJOR & CORPORATE GIFTS | 40.0 | 0.0 | Yes (X) | $0 | $212,915 | $17,690 | ||
| JANICE S MILLER | ||||||||
| VP MAJOR GIFTS | 40.0 | 0.0 | $0 | $208,334 | $26,909 | Yes (X) | ||
| Stephanie Mahrer | ||||||||
| VP - DEV/ANNUAL GIVING | 40.0 | 0.0 | $0 | $134,753 | $19,226 | Yes (X) | ||
| MELISSA BLAKE | ||||||||
| VP MAJOR GIFTS | 40.0 | 0.0 | $0 | $129,147 | $17,247 | Yes (X) | ||
| LISA A GUIDA | ||||||||
| VP MAJOR GIFTS | 40.0 | 0.0 | $0 | $123,809 | $19,620 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,990,864 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $354,440 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 | Merrill Lynch | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Vesey Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGMT SVCS | ServicesDesc |
| Compensation | $706,564 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $1,942,934 | FundraisingAmt |
| Related Organizations | $7,631,872 | RelatedOrganizationsAmt |
| Government Grants | $64,000 | GovernmentGrantsAmt |
| All Other Contributions | $10,202,639 | AllOtherContributionsAmt |
| Noncash Contributions | $476,909 | NoncashContributionsAmt |
| Total Contributions | $19,841,445 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,881,954 | TotalRevenueColumnAmt |
| Exclusion | $4,881,954 | 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 | $49,421,141 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,133,579 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,287,562 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,287,562 | TotalRevenueColumnAmt |
| Exclusion | $4,287,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $465,497 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,942,934 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $281,176 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,321 | TotalRevenueColumnAmt |
| Exclusion | $184,321 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,195,282 | TotalRevenueColumnAmt |
| Exclusion | $9,353,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,418,786 | TotalAmt |
| Program Services | $12,418,786 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,641 | TotalAmt |
| Program Services | $282,728 | ProgramServicesAmt |
| Management And General | $706,821 | ManagementAndGeneralAmt |
| Fundraising | $424,092 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862,625 | TotalAmt |
| Program Services | $372,525 | ProgramServicesAmt |
| Management And General | $931,312 | ManagementAndGeneralAmt |
| Fundraising | $558,788 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,921 | TotalAmt |
| Program Services | $43,584 | ProgramServicesAmt |
| Management And General | $108,961 | ManagementAndGeneralAmt |
| Fundraising | $65,376 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,988 | TotalAmt |
| Program Services | $45,398 | ProgramServicesAmt |
| Management And General | $113,494 | ManagementAndGeneralAmt |
| Fundraising | $68,096 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,564 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $706,564 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Program Services | $640 | ProgramServicesAmt |
| Management And General | $1,600 | ManagementAndGeneralAmt |
| Fundraising | $960 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,800 | TotalAmt |
| Program Services | $7,689 | ProgramServicesAmt |
| Management And General | $83,577 | ManagementAndGeneralAmt |
| Fundraising | $11,534 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,100 | TotalAmt |
| Program Services | $18,620 | ProgramServicesAmt |
| Management And General | $46,550 | ManagementAndGeneralAmt |
| Fundraising | $27,930 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,616 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $90,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,816 | TotalAmt |
| Program Services | $6,245 | ProgramServicesAmt |
| Fundraising | $14,571 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,152 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $81,152 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $368 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ALL OTHER SERVICES | $31,510 | $9,453 | $22,057 | |
| CATERING | $6,030 | $1,809 | $4,221 | |
| EMPLOYEE RECOGNITION | $1,130 | $339 | $791 | |
| RECRUITMENT | $333 | $333 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,629 | TotalAmt |
| Program Services | $19,989 | ProgramServicesAmt |
| Fundraising | $46,640 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,345,171 | TotalAmt |
| Program Services | $13,227,805 | ProgramServicesAmt |
| Management And General | $2,872,310 | ManagementAndGeneralAmt |
| Fundraising | $1,245,056 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,842 | BOYAmt |
| EOY | $505,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,330 | BOYAmt |
| EOY | $3,375 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,490 | BOYAmt |
| EOY | $50,408 | 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 | $158,201 | BOYAmt |
| EOY | $56,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $936,478 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $935,440 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406 | BOYAmt |
| EOY | $1,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,360,213 | BOYAmt |
| EOY | $205,147,482 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,576 | BOYAmt |
| EOY | $2,626,087 | 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 | $184,419,058 | BOYAmt |
| EOY | $208,389,772 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,061 | BOYAmt |
| EOY | $96,458 | 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 | $90,550 | 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 | -$5,653,032 | BOYAmt |
| EOY | $4,726,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,617,971 | BOYAmt |
| EOY | $4,913,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,916,730 | BOYAmt |
| EOY | $45,714,718 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,337,080 | BOYAmt |
| EOY | $40,244,917 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,783,219 | BOYAmt |
| EOY | $117,517,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,037,029 | BOYAmt |
| EOY | $203,476,675 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,419,058 | BOYAmt |
| EOY | $208,389,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,850,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,430,099 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$13,840,564 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,402,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,258,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,749,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,424,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,841,445 | CurrentTaxYearAmt |
| Total | $82,676,997 | 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 | $4,402,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,258,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,749,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,424,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,841,445 | CurrentTaxYearAmt |
| Total | $82,676,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,112,040 | SubstantialContributorsTotAmt |
| Public Support Total170 | $50,564,957 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,159,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,500,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,567,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,854,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,881,954 | CurrentTaxYearAmt |
| Total | $32,964,440 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $276,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,321 | CurrentTaxYearAmt |
| Total | $860,671 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $116,502,108 | TotalSupportAmt |
| Public Support CY170 | 0.43403 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44379 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, COLUMN (A) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS INCLUDED IN PART II, COLUMN (A) ARE FOR A SHORT PERIOD, 10/01/2013-12/31/2013. | ExplanationTxt |
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 | $129,217,834 | BeginningYearBalanceAmt |
| Contributions | $4,745,553 | ContributionsAmt |
| Investment Earnings Or Losses | $15,562,326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,673,241 | OtherExpendituresAmt |
| End Year Balance | $145,852,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,674,186 | BeginningYearBalanceAmt |
| Contributions | $20,922,266 | ContributionsAmt |
| Investment Earnings Or Losses | $8,438,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,816,913 | OtherExpendituresAmt |
| End Year Balance | $129,217,834 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,235,255 | BeginningYearBalanceAmt |
| Contributions | $1,578,114 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,388,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,750,256 | OtherExpendituresAmt |
| End Year Balance | $106,674,186 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,575,653 | BeginningYearBalanceAmt |
| Contributions | $1,412,185 | ContributionsAmt |
| Investment Earnings Or Losses | $3,767,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,520,516 | OtherExpendituresAmt |
| End Year Balance | $111,235,255 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,453,034 | BeginningYearBalanceAmt |
| Contributions | $199,508 | ContributionsAmt |
| Investment Earnings Or Losses | $4,090,765 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $167,654 | OtherExpendituresAmt |
| End Year Balance | $108,575,653 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $329,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,936 | DepreciationAmt |
| Book Value | $472 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $607,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $606,504 | DepreciationAmt |
| Book Value | $566 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,038 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Life Gift Annuities | $499,558 |
| INTER-COMPANY BAL W/ HONORHEALTH | $4,226,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,726,089 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, COLUMN (E) | THE AMOUNTS INCLUDED IN PART V, COLUMN (E) ARE FOR A SHORT PERIOD, 10/01/2013-12/31/2013. SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS AT HONORHEALTH FOUNDATION SUPPORT HOSPITAL PROGRAMS, SERVICES AND SERVICE LINES. THERE ARE APPROXIMATELY 91 DIFFERENT ENDOWMENTS. EXAMPLES OF INTENDED USES INCLUDE CONTINUING EDUCATION, ONCOLOGY, RESEARCH, COMMUNITY OUTREACH, EMERGENCY AND TRAUMA SERVICES. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED ITS INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,516,367 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,516,367 | SubtotalSpentAmt |
| Total Spent | $2,516,367 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Honor Ball | Event1Nm |
| Gross Receipts Event1 | $1,393,399 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,168,724 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $224,675 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $116,873 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLD BALL | Event2Nm |
| Gross Receipts Event2 | $512,142 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $448,552 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $63,590 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $104,682 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $502,890 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $325,658 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $177,232 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $59,621 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,408,431 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,942,934 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $465,497 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $281,176 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $281,176 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $184,321 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DESERT MISSION INC | |||||||
| 2500 W Utopia Rd | PHOENIX | AZ | 85207 | 860096941 | 501(c)(3) | $2,617,088 | Program support |
| SCOTTSDALE COMMUNITY COLLEGE | |||||||
| 9000 E Chaparral Road | Scottsdale | AZ | 85256 | 860185552 | GOVT | $17,000 | Program support |
| SCOTTSDALE HEALTHCARE HOSPITALS | |||||||
| 8125 N Hayden Road | Scottsdale | AZ | 85258 | 860181654 | 501(c)(3) | $9,100,587 | program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ASSOCIATE VICE PRESIDENT OF FINANCIAL SERVICES (AVPFS) REVIEWS PROGRAM AND CAPITAL EXPENDITURE WITHDRAWAL REQUESTS TO VERIFY THEY FALL WITHIN THE STATED GUIDELINES OF THE FUND RESTRICTIONS. IF THERE ARE QUESTIONS ABOUT A WITHDRAWAL REQUEST, THE AVPFS FOLLOWS UP WITH THE DEPARTMENT MANAGER OR DESIGNATED SYSTEM DIRECTOR/ADMINISTRATOR. REQUESTS FOR CAPITAL OR LARGE PROGRAM EXPENDITURES ARE ALSO REVIEWED BY THE SENIOR VICE-PRESIDENT OF OPERATIONS, FINANCE & GRANTS ADMINISTRATION OR THE PRESIDENT OF THE FOUNDATION. | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD LAPORTE | ||||||||||||||
| TRUSTEE/CEO, HONORHEALTH | $0 | $756,821 | $0 | $280,448 | $0 | $24,798 | $0 | $113,804 | $0 | $25,027 | $0 | $1,200,898 | $0 | $0 |
| Thomas Sadvary | ||||||||||||||
| TTEE/CEO HH (THRU 4/17)/SR ADV | $0 | $1,106,041 | $0 | $515,335 | $0 | $135,106 | $0 | $10,800 | $0 | $15,833 | $0 | $1,783,115 | $0 | $0 |
| John N Ferree | ||||||||||||||
| FOUNDATION PRESIDENT | $0 | $385,073 | $0 | $185,749 | $0 | $58,829 | $0 | $12,063 | $0 | $15,353 | $0 | $657,067 | $0 | $0 |
| Joanne Gain | ||||||||||||||
| VP MAJOR GIFTS | $0 | $167,568 | $0 | $46,153 | $0 | $15,260 | $0 | $6,415 | $0 | $18,433 | $0 | $253,829 | $0 | $0 |
| Laura Grafman | ||||||||||||||
| Executive Vice President | $0 | $184,988 | $0 | $51,494 | $0 | $4,983 | $0 | $7,487 | $0 | $9,455 | $0 | $258,407 | $0 | $0 |
| Christine Kontgas | ||||||||||||||
| VP - Operations, Fin. & Grants | $0 | $153,432 | $0 | $48,575 | $0 | $23,253 | $0 | $8,213 | $0 | $10,865 | $0 | $244,338 | $0 | $0 |
| Scott Showers | ||||||||||||||
| VP MAJOR & CORPORATE GIFTS | $0 | $157,378 | $0 | $41,825 | $0 | $13,712 | $0 | $124 | $0 | $17,566 | $0 | $230,605 | $0 | $0 |
| JANICE S MILLER | ||||||||||||||
| VP MAJOR GIFTS | $0 | $156,110 | $0 | $46,935 | $0 | $5,289 | $0 | $6,126 | $0 | $20,783 | $0 | $235,243 | $0 | $0 |
| Stephanie Mahrer | ||||||||||||||
| VP - DEV/ANNUAL GIVING | $0 | $122,364 | $0 | $11,392 | $0 | $997 | $0 | $3,848 | $0 | $15,378 | $0 | $153,979 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINES 1-3 | THE FILING ORGANIZATION, HONORHEALTH FOUNDATION, DOES NOT COMPENSATE OR PROVIDE BENEFITS. ALL COMPENSATION AND BENEFITS ARE DETERMINED AND PAID BY SCOTTSDALE HEALTHCARE HOSPITALS (DBA HONORHEALTH), A RELATED TAX EXEMPT ORGANIZATION. |
| SCHEDULE J, PART I, LINE 4B | HONORHEALTH OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF HONORHEALTH. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE AGE AND SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. WHERE APPLICABLE, DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT, INCLUDING TAX DEFERRED CONTRIBUTIONS AND EARNINGS. THE FOLLOWING INDIVIDUAL EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THIS AMOUNT WAS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS TAXABLE WAGES. JOHN FERREE $39,179 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $476,909 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 22 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN(B) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 | MISSION STATEMENT: TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. VISION STATEMENT: TO SET THE STANDARD FOR EXCELLENCE IN RELATIONSHIP-BASED FUNDRAISING. HONORHEALTH FOUNDATION EXISTS FOR THE PURPOSE OF CHANGING AND SAVING LIVES THROUGH PHILANTHROPY. WE WILL DO THIS BY: -SETTING THE STANDARD FOR EXCELLENCE IN RELATIONSHIP-BASED FUNDRAISING; -MATCHING DONORS AND PROSPECTS WITH PROGRAMS, PROJECTS AND SERVICES THAT MAXIMIZE THEIR INTERESTS AND THEIR PHILANTHROPY; -PROVIDING STEWARDSHIP THAT EXCEEDS OUR DONOR'S EXPECTATIONS; -RECRUITING, TRAINING AND RETAINING A WORLD-CLASS TEAM TO OVERSEE AND MAINTAIN THE FUNDRAISING PLAN AND INITIATIVES; -INCREASING PHILANTHROPY TO SUPPORT, ENHANCE AND GROW HONORHEALTH. FORM 990, PART V, LINE 2A; PART VII, SECTION A; AND PART IX HONORHEALTH FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COST OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH SCOTTSDALE HEALTHCARE HOSPITALS (DBA HONORHEALTH), A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, LINE 1A THERE IS AN EXECUTIVE & FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE-CHAIRMAN, PRESIDENT, SECRETARY, TREASURER, AND THE CHAIRMAN OF ALL STANDING COMMITTEES. THE CHAIRMAN OF THE BOARD MAY APPOINT UP TO TWO AT LARGE MEMBERS TO THE EXECUTIVE & FINANCE COMMITTEE. THE EXECUTIVE & FINANCE COMMITTEE SHALL MEET ON AN AS-NEEDED BASIS AND SHALL HAVE THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES. THE EXECUTIVE & FINANCE COMMITTEE, WHICH MAY BE CONVENED ON ANY TYPE OF NOTICE, MAY ACT FOR THE BOARD WHEN ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS IS REQUIRED. TYPICALLY, THE EXECUTIVE & FINANCE COMMITTEE MEETS TO BRING RECOMMENDATIONS TO THE FOUNDATION BOARD OF TRUSTEES. |
| FORM 990, PART VI, LINE 6 | HONORHEALTH FOUNDATION DOES NOT HAVE ANY MEMBERS UNDER STATE LAW. HOWEVER, USING THE IRS DEFINITION OF A MEMBER, HONORHEALTH IS CONSIDERED A MEMBER OF HONORHEALTH FOUNDATION DUE TO ITS ABILITY TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY OF THE FOUNDATION AND THE REQUIREMENT THAT THE HONORHEALTH BOARD RATIFY FOUNDATION TRUSTEES ELECTED BY THE FOUNDATION BOARD. |
| FORM 990, PART VI, LINE 7A | THE CEO OF HONORHEALTH, SHALL AUTOMATICALLY, UPON ASSUMPTION OF SUCH OFFICE, BECOME AN EX-OFFICIO TRUSTEE OF THE FOUNDATION WITH FULL VOTING POWER DURING THE CEOS TENURE IN OFFICE. |
| FORM 990, PART VI, LINE 7B | WHILE THE FOUNDATION IS AN INDEPENDENT CORPORATION, IT IS IMPORTANT THAT ITS PLANS AND ACTIONS BE COORDINATED WITH HONORHEALTH. TO ACCOMPLISH THIS COORDINATION, THE FOLLOWING MUST TAKE PLACE: (A) ANNUAL PLAN. PRIOR TO THE BEGINNING OF EACH FISCAL YEAR, THE ANNUAL PLAN OF THE FOUNDATION MUST BE SUBMITTED TO THE CEO OF HONORHEALTH OR DESIGNEE FOR REVIEW AND APPROVAL. THIS ANNUAL PLAN SHALL CONSIST OF: (1) THE MANAGEMENT PLAN - DESCRIBING THE MAJOR OBJECTIVES AND NEW ACTIVITIES PLANNED DURING THE YEAR. (2) THE OPERATING BUDGET - DESCRIBING THE SPECIFIC COSTS OF CARRYING OUT THE MANAGEMENT PLAN AND OPERATING THE ORGANIZATION DURING THE YEAR. HONORHEALTH'S APPROVAL FOR THIS ANNUAL PLAN SHALL BE REQUIRED BEFORE ANY FUNDS ARE EXPENDED BY THE FOUNDATION. (B) DEVIATIONS FROM THE ANNUAL PLAN SHALL REQUIRE PRIOR APPROVAL OF HONORHEALTH. SPECIFICALLY, APPROVAL IS REQUIRED FOR ANY UNBUDGETED ACTION THAT WILL RESULT IN A CHANGE IN THE OPERATING BUDGET BY A SUBSTANTIAL AMOUNT DURING A ONE-YEAR PERIOD. (C) FINANCIAL REPORTING. THE FOUNDATION'S FISCAL YEAR SHALL CORRESPOND WITH THE FISCAL YEAR OF HONORHEALTH. FINANCIAL REPORTS AND THE ANNUAL AUDIT OF THE FOUNDATION SHALL BE SUBMITTED TO HONORHEALTH FOR FINAL REVIEW AND APPROVAL. (D) SUBSTANTIAL ACTION. THE TRUSTEES OF THE FOUNDATION SHALL TAKE NO "SUBSTANTIAL ACTION" WITHOUT APPROVAL OF HONORHEALTH. THE TERM "SUBSTANTIAL ACTION" AS USED IN THIS SECTION SHALL MEAN THE FOLLOWING: (1) REMOVING OR HIRING AN EXECUTIVE ABOVE THE VICE-PRESIDENT LEVEL. (2) REPEALING, ALTERING, AMENDING OR RESTATING THESE BY-LAWS OR THE FOUNDATION'S ARTICLES OF INCORPORATION. (3) MERGING WITH ANOTHER CORPORATION OR ENTITY. (4) DISSOLVING THE FOUNDATION. (5) GUARANTEEING THE OBLIGATIONS OF ANOTHER ENTITY OR INDIVIDUAL. (6) SELLING OR TRANSFERRING ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION. (E) FAILURE TO COMPLY. ANY ACTIONS TAKEN BY THE FOUNDATION'S TRUSTEES THAT FALL OUTSIDE OF THE CONDITIONS STIPULATED IN THIS ARTICLE WILL BE NULL AND VOID. ANY WAIVER BY HONORHEALTH OF ITS RIGHTS OR APPROVAL UNDER THIS ARTICLE SHALL NOT CONSTITUTE A WAIVER OF THE REQUIREMENT OF APPROVAL ON ANY FUTURE ACTIONS REQUIRING SUCH APPROVAL. |
| FORM 990, PART VI, LINE 11B | THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE HONORHEALTH DIRECTOR TAX & TREASURY AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE TAX RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE HONORHEALTH VP FINANCE, HONORHEALTH CHIEF FINANCIAL OFFICER, HONORHEALTH GENERAL COUNSEL AND FOUNDATION PRESIDENT FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT. THE FINAL DRAFT IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS AND ANY CHANGES FROM THE BOARD REVIEW ARE INCORPORATED PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C | EACH BOARD MEMBER, OFFICER AND COMMITTEE MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE HONORHEALTH GENERAL COUNSEL ALONG WITH THE HONORHEALTH CEO EXAMINE EACH DISCLOSURE STATEMENT WHERE POTENTIAL CONFLICTS HAVE BEEN DISCLOSED. RECOMMENDATIONS ARE MADE TO THE CHAIR OF THE BOARD ON HOW TO APPROPRIATELY REMEDIATE, MONITOR, OR ELIMINATE ANY CONFLICTS. THE HONORHEALTH GENERAL COUNSEL THEN PROVIDES TO THE INTERESTED PERSON, WITH COPIES TO THE CHAIR OF THE BOARD, THE HONORHEALTH CEO, AND, IF NEEDED, THE APPROPRIATE COMMITTEE CHAIR, A CORRESPONDENCE THAT SPECIFIES WHAT ACTIONS, CONDITION, OR MONITORING OF THE CONFLICT ARE REQUIRED AND WHETHER THE INTERESTED PERSON IS PERMITTED TO GIVE A PRESENTATION TO THE BOARD OR APPROPRIATE COMMITTEE AFTER FULL DISCLOSURE OF THE CONFLICT. IN SUCH AN EVENT, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE PROPOSED TRANSACTION IS DISCUSSED. THE INTERESTED PERSON IS REQUIRED TO CO-SIGN CORRESPONDENCE SENT BY THE HONORHEALTH GENERAL COUNSEL AND ADHERE TO IT THROUGHOUT THE YEAR. IF A CONFLICT OR FINANCIAL INTEREST ARISES AFTER THE ANNUAL DISCLOSURE PROCESS, THE INTERESTED PERSON WILL CONSULT WITH HONORHEALTH GENERAL COUNSEL AND UPDATE THE DISCLOSURE STATEMENT CONSISTENT WITH THE ADVICE OF THE HONORHEALTH GENERAL COUNSEL. A RECORD OF THE BOARD OR COMMITTEE MEETING WHERE PROPOSED TRANSACTIONS OR ARRANGEMENTS THAT ARE AFFECTED BY CONFLICT OF INTEREST AND THE MANAGEMENT OF SUCH IS CONTAINED IN THE BOARD/COMMITTEE MINUTES. IF VIOLATIONS OF THE CONFLICT OF INTEREST POLICY/MANAGEMENT ARE REPORTED, THE HONORHEALTH GENERAL COUNSEL WILL LOOK INTO THE MATTER. CONFIRMED VIOLATIONS MAY INCLUDE REMOVAL FROM THE BOARD OR COMMITTEE OR OFFICER POSITION PURSUANT TO THE REMOVAL PROCEDURES STATED IN THE BYLAWS. |
| FORM 990, PART VI, LINES 15A AND 15B | THE PRESIDENT OF HONORHEALTH FOUNDATION AND CERTAIN EXECUTIVES ARE COMPENSATED BY HONORHEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE PROCESS DESCRIBED BELOW IS THAT OF HONORHEALTH. AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THEY UTILIZE AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN 2017. |
| FORM 990, PART VI, LINE 19 | PERTINENT HONORHEALTH FOUNDATION POLICIES, DOCUMENTS & FINANCIAL REPORTS INCLUDING IRS FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION OFFICE: 8125 N. HAYDEN ROAD, SCOTTSDALE ARIZONA 85258, DURING NORMAL BUSINESS HOURS WHICH ARE 8:00 AM TILL 5:00 PM MST, MONDAY THROUGH FRIDAY. WRITTEN OR E-MAIL REQUESTS SHOULD BE SUBMITTED TO JOHN FERREE, PRESIDENT, HONORHEALTH FOUNDATION AT THE ADDRESS LISTED ABOVE OR AT JOHN.FERREE@HONORHEALTH.COM. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ONLINE THROUGH THE FOLLOWING WEBSITES: THE FOUNDATION CENTER AT WWW.FOUNDATIONCENTER.ORG AND GUIDESTAR AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9 | Adjusting Entry to HonorHealth Support ($13,840,564) |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Scottsdale Healthcare Hospitals (DBA HH) | ||||||||||
| 8125 N Hayden Road | Scottsdale | AZ | 85258 | 860181654 | Healthcare | AZ | 501(c)(3) | 3 | NA | false |
| Scottsdale Healthcare Corp | ||||||||||
| 8125 N Hayden Road | Scottsdale | AZ | 85258 | 942735850 | Healthcare | AZ | 501(c)(3) | 12, TYPE I | SHH | Yes (true) |
| SCOTTSDALE HEALTHCARE AUXILIARY | ||||||||||
| 8125 N Hayden Road | Scottsdale | AZ | 85258 | 237264497 | FUNDRAISING | AZ | 501(c)(3) | 10 | SHH | Yes (true) |
| DESERT MISSION INC | ||||||||||
| 8125 N Hayden Road | SCOTTSDALE | AZ | 85258 | 860096941 | COMMUNITY SVC | AZ | 501(c)(3) | 7 | SHH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE ASC LLC | |||||||
| SEE PART VII | WE | DE | 85004 | HEALTHCARE | DE | NA | |
| GLOBALREHAB - SCOTTSDALE LLC | |||||||
| SEE PART VII | SCOTTSDALE | AZ | 85258 | HEALTHCARE | AZ | NA | 271450828 |
| SCOTTSDALE LINCOLN CLINICAL | |||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | HEALTHCARE | AZ | NA | 475332541 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HONORHEALTH CAPTIVE INSURANCE EXCHANGE | ||||||||||||||
| PO BOX 1085 5TH FLOOR KY1-1102 | GEORGE TOWN | GRAND CAYMAN | CJ | CAPTIVE INS. | CJ | NA | FOREIGN | Yes (true) | ||||||
| SCOTTSDALE MSO INC | ||||||||||||||
| MSO, Group Pu | NA | C CORP | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860512895 | AZ | |||||
| SONORAN CROSSING OWNERS ASSOCIATION | ||||||||||||||
| OWNERS ASSOC. | NA | C CORP | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 463554413 | AZ | |||||
| CHARITABLE REMAINDER TRUST (2) | ||||||||||||||
| TRUST | NA | Yes (true) | 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | AZ | |||||||
| 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 | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Desert MIssion Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $2,617,088 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III, COLUMN A | FormAndLineReferenceDesc |
| Explanation | SCOTTSDALE HEALTHCARE ASC, LLC EIN: 27-1450828 ADDRESS: 8125 N. HAYDEN ROAD, SCOTTSDALE, AZ 85258 GLOBALREHAB - SCOTTSDALE, LLC EIN: 27-4160293 ADDRESS: 4714 GETTYSBURG ROAD, MECHANICSBURG, PA 17055 SCOTTSDALE LINCOLN CLINICAL SPECIALISTS, LLC EIN: 47-5332541 ADDRESS: 8125 N. HAYDEN ROAD, SCOTTSDALE, AZ 85258 | ExplanationTxt |