INATAI FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INATAI FOUNDATION (EIN 30-0889914)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-05
IRS object ID
201832789349301563
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-05T17:55:25-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 THIRD AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300889914EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROUP HEALTH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROUBusinessNameControlTxt
Phone2067888900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 3RD AVENUE NO 220AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCORY SBARBAROPersonNm
Person TitleACTING PRESIDENT AND CEOPersonTitleTxt
Phone2067888900PhoneNum
Signature2018-09-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone2063026500PhoneNum
Preparation2018-09-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-26IPDt
IP Tm19:06:01IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id770334355C03048EEC87D88CDB98A91C74D86F41AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCORY SBARBAROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 3RD AVENUE NO 220AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,325,517,684GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://GROUPHEALTHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO SHAPE AND ACCELERATE EFFORTS TO IMPROVE HEALTH EQUITY AND ADVANCE COMMUNITY ASPIRATIONS FOR A VIBRANT, HEALTHY FUTURE IN WASHINGTON.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$9,651,580CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,723,980,625CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$1,733,632,205CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,427,720CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$809,362PYOtherExpensesAmt
CY Other Expenses$1,816,140CYOtherExpensesAmt
PY Total Expenses$809,362PYTotalExpensesAmt
CY Total Expenses$3,258,860CYTotalExpensesAmt
PY Revenues Less Expenses-$809,362PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,730,373,345CYRevenuesLessExpensesAmt
Total Assets BOY$23,431TotalAssetsBOYAmt
Total Assets EOY$1,753,614,434TotalAssetsEOYAmt
Total Liabilities BOY$903,485TotalLiabilitiesBOYAmt
Total Liabilities EOY$566,636TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$880,054NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,753,047,798NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION AIMS TO SHAPE AND ACCELERATE EFFORTS TO IMPROVE HEALTH EQUITY AND ADVANCE COMMUNITY ASPIRATIONS FOR A VIBRANT, HEALTHY FUTURE IN WASHINGTON.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$113,584ExpenseAmt
Grant$15,000GrantAmt
Revenue$1,723,980,625RevenueAmt
Desc2017 WAS THE FOUNDATION'S INAUGURAL YEAR OF OPERATING. 2017 PROGRAM EXPENSES CONSIST OF EXPLORING AND CREATING THE FOUNDATION'S CORE VALUES AND PRINCIPLES THAT DEFINE THE ORGANIZATION. THE FOUNDATION WAS ENGAGED IN DISCUSSIONS ABOUT HOW TO LEAD WITH EQUITY AND INTEGRATE IT IN ALL THAT IT DOES--GOVERNANCE, HIRING, OPERATIONS, ORGANIZATIONAL LEARNING, PARTNERSHIPS, PROGRAMS, POLICY WORK, AND GRANTMAKING.Desc
Total Program Service Expenses$113,584TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCARMEN LOHPersonNm
Phone2067888900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 3RD AVENUE SUITE 220AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATHERINE BELL
DIRECTOR2.400.16Yes (X)$14,250$0$0
JOSEPH BOATENG
DIRECTOR2.80Yes (X)$14,250$0$0
DR AMERICA BRACHO PEREZ
DIRECTOR2.00Yes (X)$14,250$0$0
MARTHA CHOE
DIRECTOR3.10Yes (X)$14,250$0$0
MELVIN BRIAN CLADOOSBY
DIRECTOR0.90Yes (X)$7,125$0$0
PORSCHE EVERSON
DIRECTOR2.90Yes (X)$28,875$0$0
DR DAVID FLEMING
DIRECTOR2.80Yes (X)$14,250$0$0
LEO GREENWALT
DIRECTOR2.80Yes (X)$28,875$0$0
LATISHA HILL
DIRECTOR2.10Yes (X)$14,250$0$0
SETH KIRBY
DIRECTOR2.80Yes (X)$14,250$0$0
JUAN CARLOS OLIVARES
DIRECTOR2.20Yes (X)$14,250$0$0
LUZ VEGA-MARQUIS
DIRECTOR2.90Yes (X)$14,250$0$0
RUTA FANNING
DIRECTOR (THROUGH 2/17)0.20Yes (X)$9,400$0$0
ROBERT WATT
DIRECTOR (THROUGH 4/17)0.40Yes (X)$14,625$0$0
SUSAN BYINGTON
CHAIR4.90Yes (X)$35,288$0$0Yes (X)
DR BENJAMIN DANIELSON
VICE CHAIR2.40Yes (X)$14,250$0$0Yes (X)
JANETTE OLMSTEAD
SECRETARY2.40Yes (X)$14,250$0$0Yes (X)
PETER VAN OPPEN
TREASURER2.30Yes (X)$14,250$0$0Yes (X)
CORY SBARBARO
ACTING PRESIDENT AND CEO38.002.00$433,997$0$32,681Yes (X)
CARMEN LOH
FINANCE AND ADMINISTRATION DIRECTOR24.0016.00$5,500$0$59Yes (X)
CHRISTOPHER HANAK
ACTING CHIEF INVESTMENT OFFICER38.002.00$282,560$0$35,806Yes (X)
THERESA TAMURA
SENIOR ADVISOR12.0028.00$145,947$0$17,068Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,163,192TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$85,614TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MOSS ADAMS LLP
999 3RD AVENUE SUITE 2800SEATTLEWA98104ACCOUNTING & SYSTEM DEVELOPMENT$540,074
VERUS ADVISORY
999 3RD AVENUE SUITE 4200SEATTLEWA98104INVESTMENT ADVISORY CONSULTING$136,234
DAVIS WRIGHT TREMAINE LLP
1201 3RD AVENUE SUITE 2200SEATTLEWA98101LEGAL$131,854
PRR INC
1501 4TH AVENUE SUITE 550SEATTLEWA98101COMMUNICATIONS$108,389
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,348,942TotalRevenueColumnAmt
Exclusion$9,348,942ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,592,188,117SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,591,885,479SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$302,638SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,638TotalRevenueColumnAmt
Exclusion$302,638ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescKFHP TRANSACTION PROCEDesc
Business900099BusinessCd
Total Revenue Column$1,723,980,625TotalRevenueColumnAmt
Related Or Exempt Func Income$1,723,980,625RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,723,980,625OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,733,632,205TotalRevenueColumnAmt
Related Or Exempt Func Income$1,723,980,625RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,651,580ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$884,571TotalAmt
Program Services$42,476ProgramServicesAmt
Management And General$842,095ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$388,121TotalAmt
Program Services$46,088ProgramServicesAmt
Management And General$342,033ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$40,073TotalAmt
Program Services$4,697ProgramServicesAmt
Management And General$35,376ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$74,826TotalAmt
Management And General$74,826ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$40,129TotalAmt
Program Services$4,941ProgramServicesAmt
Management And General$35,188ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$176,099TotalAmt
Management And General$176,099ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$525,624TotalAmt
Management And General$525,624ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$247,500TotalAmt
Management And General$247,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$492,375TotalAmt
Management And General$492,375ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,924TotalAmt
Management And General$32,924ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$73,571TotalAmt
Management And General$73,571ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$111,207TotalAmt
Management And General$111,207ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,148TotalAmt
Program Services$176ProgramServicesAmt
Management And General$972ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$65,143TotalAmt
Program Services$206ProgramServicesAmt
Management And General$64,937ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,126TotalAmt
Management And General$3,126ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,687TotalAmt
Management And General$28,687ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,325TotalAmt
Management And General$31,325ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
B&O TAXES$15,547$15,547
MEMBERSHIP DUES AND SUB$7,730$7,730
OTHER EMPLOYEE COSTS$4,134$4,134

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,258,860TotalAmt
Program Services$113,584ProgramServicesAmt
Management And General$3,145,276ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$678,166EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$287,361EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$55,930EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$125,967LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$33,890LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$92,077EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$809,597,316EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$942,889,047EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,431BOYAmt
EOY$14,537EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,431BOYAmt
EOY$1,753,614,434EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$903,485BOYAmt
EOY$560,741EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$903,485BOYAmt
EOY$566,636EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$880,054BOYAmt
EOY$1,753,047,798EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$880,054BOYAmt
EOY$1,753,047,798EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,431BOYAmt
EOY$1,753,614,434EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,730,373,345ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,554,507NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,966OtherCostOrOtherBasisAmt
Depreciation$28,368DepreciationAmt
Book Value$64,598BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,001OtherCostOrOtherBasisAmt
Depreciation$5,522DepreciationAmt
Book Value$27,479BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$92,077TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMINGLED TRUST FUNDSDesc
Book Value$942,889,047BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$942,889,047TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENT LIABILITYDesc
Amt$5,895Amt
FieldValueIRS element (for citing)
Total Liability$5,895TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 501(C)(4) IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX EXEMPT PURSUANT TO SECTION 501(C)(4) OF THE IRC. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX WITH EXCEPTION TO ANY UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND ESTIMABLE. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIAL VENTURE PARTNERS INTERNATIONALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SECOND AVENUE SOUTH SUITE 300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN680492186RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$15,000CashGrantAmt
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REVIEWS GRANTEE'S REPORTS TO UNDERSTAND HOW THE FUNDS WERE USED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CORY SBARBARO
ACTING PRESIDENT AND CEO$382,472$0$0$0$51,525$0$27,000$0$5,681$0$466,678$0$0$0
CHRISTOPHER HANAK
ACTING CHIEF INVESTMENT OFFICER$279,911$0$0$0$2,649$0$27,000$0$8,806$0$318,366$0$0$0
THERESA TAMURA
SENIOR ADVISOR$145,947$0$0$0$0$0$14,690$0$2,378$0$163,015$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7THE ORGANIZATION PAID A BONUS AT THE DISCRETION OF MANAGEMENT TO CARMEN LOH IN THE AMOUNT OF $1,650.
SCHEDULE J, PART II:CORY SBARBARO'S OTHER COMPENSATION INCLUDES $36,575 OF COMPENSATION FROM JANUARY 2017 FOR CONSULTING SERVICES PROVIDED THROUGH A THIRD PARTY CONSULTING FIRM. THIS OCCURRED PRIOR TO THE FOUNDATION HIRING CORY SBARBARO AS AN EMPLOYEE IN FEBRUARY 2017. THE CONSULTING SERVICES PROVIDED WERE RELATED TO ESTABLISHING THE FOUNDATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT AND RISK MANAGEMENT COMMITTEE PRIOR TO SENDING A FULL COPY OF THE 990 TO THE FULL BOARD FOR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12CTHE SPECIAL ASSISTANT TO THE CEO AND THE CEO REVIEW ALL CONFLICT OF INTEREST QUESTIONNAIRES. ALL CONFLICTS OF INTEREST ARE DOCUMENTED AND SUMMARIZED FOR THE EXECUTIVE AND FINANCE COMMITTEE. UPON REVIEW OF THE CONFLICTS OF INTEREST, THE EXECUTIVE AND FINANCE COMMITTEE DETERMINES WHETHER BOARD OR STAFF WILL BE EXCLUDED FROM DECISION MAKING TO PRECLUDE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS HAS OVERSIGHT OF THE FOUNDATION'S COMPENSATION POLICY AND IS RESPONSIBLE FOR SETTING THE CEO'S SALARY AND THE CHIEF INVESTMENT OFFICER'S SALARY. THE CEO IMPLEMENTS THE BOARD'S POLICIES AND OVERSEES THE ADMINISTRATION OF THE HUMAN RESOURCES PROGRAM FOR ALL OTHER STAFF POSITIONS. THE FOUNDATION OBTAINS MARKET DATA THROUGH THIRD-PARTY SURVEYS AND OTHER INDEPENDENT SOURCES THAT PROVIDE RELEVANT NATIONAL AND REGIONAL AGGREGATED DATA. TO ENSURE THE CONTINUED COMPETITIVENESS AND EQUITY OF THE FOUNDATION'S COMPENSATION AND BENEFITS PROGRAM, THE FOUNDATION CONDUCTS PERIODIC, COMPREHENSIVE REVIEWS OF THE PROGRAM: - THROUGH THE FOUNDATION'S STARTUP PHASE, REVIEWS OF THIS POLICY ARE CONDUCTED ON AN ANNUAL BASIS OR MORE OFTEN IF NECESSARY. - SUBSEQUENT REVIEWS ARE CONDUCTED EVERY THREE YEARS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MADE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GSTRATEGY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 177,716. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,716. HUMAN RESOURCES PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 202,868. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,868. COMMUNICATION AND ADMINISTRATIVE PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 111,791. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,791.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1GROUP HEALTH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 3RD AVENUE SUITE 220AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
EIN911246278EIN
Primary ActivitiesIMPROVE THE HEALTH OF WASHINGTON COMMUNITIESPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPCPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1GROUP HEALTH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GROUP HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$1,232,937InvolvedAmt
Method Of Amount DeterminationFAIR MARKET VALUEMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II:FormAndLineReferenceDesc
ExplanationEFFECTIVE JANUARY 31, 2017, GROUP HEALTH COMMUNITY FOUNDATION ACQUIRED GROUP HEALTH FOUNDATION. AS A RESULT, GROUP HEALTH COMMUNITY FOUNDATION BECAME THE SOLE CORPORATE MEMBER OF THE GROUP HEALTH FOUNDATION. THE TWO FOUNDATIONS PURSUE A SHARED MISSION OF SHAPING AND ACCELERATING EFFORTS TO IMPROVE HEALTH AND ADVANCE THE COMMUNITY ASPIRATIONS FOR A VIBRANT, HEALTHY FUTURE IN WASHINGTON.ExplanationTxt

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