VIRGINIA MASON INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA MASON INSTITUTE (EIN 26-3763656)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201713159349300401
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T04:06:04-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 8th Avenue Suite 2900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263763656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virginia Mason Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 2063411600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Ninth Avenue | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Kaplan MD | PersonNm |
| Person Title | Chairman and CEO | PersonTitleTxt |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sue Robison | PreparerPersonNm |
| Phone | 2069134000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.147.223.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-11 | IPDt |
| IP Tm | 06:33:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3583005D7428F592DDBE4235A0F9C55007128F9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3583005D7428F592DDBE4235A0F9C55007128F9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary Kaplan MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Ninth Avenue | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,524,609 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.vmmc.org/vmi | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | Virginia Mason Institute, a nonprofit education and training organization, has created a vision to become the primary resource and inspiration for those who seek to transform health care and a mission to relentlessly pur | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,433,620 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,442,611 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,109 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,716 | PYOtherRevenueAmt |
| CY Other Revenue | $19,751 | CYOtherRevenueAmt |
| PY Total Revenue | $8,485,587 | PYTotalRevenueAmt |
| CY Total Revenue | $10,524,609 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,299,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,925,602 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,226,953 | PYOtherExpensesAmt |
| CY Other Expenses | $2,175,021 | CYOtherExpensesAmt |
| PY Total Expenses | $6,526,468 | PYTotalExpensesAmt |
| CY Total Expenses | $7,100,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,959,119 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,423,986 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,791,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,882,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,857,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,524,339 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,933,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,357,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Virginia Mason Institute, a nonprofit education and training organization, has created a vision to become the primary resource and inspiration for those who seek to transform health care and a mission to relentlessly pursue the improvement of patient safety, patient experience and the quality and value of health care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,799,373 | ExpenseAmt |
| Revenue | $2,015,580 | RevenueAmt |
| Desc | Education Services Through education services, Virginia Mason Institute delivers learning activities - in Seattle at the Institutes facility and onsite at other health care organizations internationally - that inspire, engage and motivate individuals to transform health care. Using case studies, hands-on exercises, panels featuring lean practitioners and health care providers, medical facility tours that showcase lean processes in action, simulations and coaching, the Institutes education services equip participants with new skills, new ideas and continuing medical education credits. Most significantly, participants learn how Virginia Mason consistently puts the patient first in everything it does, and they leave inspired to create their own patient-centered processes in their daily work with and for patients. In 2016, through education services, the Institute delivered 398 days of training to 1,394 participants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,577,084 | ExpenseAmt |
| Revenue | $8,212,083 | RevenueAmt |
| Desc | Transformation Services Through the provision of transformation services, Virginia Mason Institute educators work onsite within health care organizations to help them build organizational capability to create and sustain a culture of continuous improvement through the practical application and embedment of the tools and methods of Virginia Masons proprietary lean management method, the Virginia Mason Production System. In 2016, Virginia Mason Institute partnered with and provided transformation services to 23 health care organizations worldwide, with the services directly impacting and influencing employees and patients across all areas of those organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $153,194 | ExpenseAmt |
| Revenue | $94,965 | RevenueAmt |
| Desc | Research and Clinical Value Stream Licensure The Institute researches best practices in evidence-based medicine to develop clinical value streams, which are standardized patient care pathways that offer patients rapid access to evidence-based care for clinical conditions. One method of developing the clinical value streams uses a marketplace collaborative model in which employers, providers and payers work together to redesign the health care delivery for defined conditions, with the specific goals of achieving same-day access to treatment, 100 patient satisfaction, rapid return to function, evidence-based care and affordable costs. Each clinical value stream includes urgent/emergent guidelines, standard work and other tools, patient education resources and evidence-based guidelines for recommended treatment. In 2016, the Institute shared its clinical value stream tools, procedures and knowledge with one health care organization. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $526,711 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $119,983 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,056,362 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Form8886 T Filed | false | Form8886TFiledInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MaryAnne Olmstead | PersonNm |
| Phone | 2066257371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Olive Way Suite 605 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Carolyn Corvi | |||||||||
| Director | 002.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary S Kaplan MD | |||||||||
| Director, Chairman | 002.00 | 053.00 | Yes (X) | $0 | $11,562,939 | $154,309 | Yes (X) | ||
| Robert Lemon | |||||||||
| Director | 002.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| James Orlikoff | |||||||||
| Director | 002.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| James Young | |||||||||
| Director | 002.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne Anderson | |||||||||
| Secretary/Treasurer | 002.00 | 052.00 | $0 | $772,642 | $124,092 | Yes (X) | |||
| Sarah Patterson | |||||||||
| Vice Chairman | 002.00 | 052.00 | $0 | $582,336 | $133,308 | Yes (X) | |||
| Craig Goodrich | |||||||||
| Senior Vice President, CFO | 002.00 | 052.00 | $0 | $411,739 | $64,100 | Yes (X) | |||
| Diane Miller | |||||||||
| Executive Director | 040.00 | 010.00 | $0 | $378,627 | $24,993 | Yes (X) | |||
| Henry Otero MD | |||||||||
| Faculty Instructor | 050.00 | $0 | $278,045 | $15,742 | Yes (X) | ||||
| Celeste Derheimer | |||||||||
| Transformation Sensei | 050.00 | $0 | $150,210 | $29,258 | Yes (X) | ||||
| Megan McIntyre | |||||||||
| Faculty Instructor | 050.00 | $0 | $150,743 | $26,335 | Yes (X) | ||||
| Gordon Sansaver | |||||||||
| Operations Director | 050.00 | $0 | $163,970 | $25,321 | Yes (X) | ||||
| Kristen Turner | |||||||||
| Transformation Director | 050.00 | $0 | $148,989 | $20,890 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $14,600,240 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $618,348 | TotalOtherCompensationAmt |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amicus Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Avon Hill Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting Services | ServicesDesc |
| Compensation | $149,744 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $138 | AllOtherContributionsAmt |
| Total Contributions | $138 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Education Services | 541610 | $2,015,580 | $2,015,580 |
| Transformation Services | 541610 | $8,212,083 | $8,212,083 |
| Speakers Bureau | 541610 | $119,983 | $119,983 |
| Licensure | 541610 | $94,965 | $94,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,442,611 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,109 | TotalRevenueColumnAmt |
| Exclusion | $62,109 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,751 | TotalRevenueColumnAmt |
| Exclusion | $19,751 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,524,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,442,611 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $81,860 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,046 | TotalAmt |
| Management And General | $305,046 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,718,015 | TotalAmt |
| Program Services | $2,616,063 | ProgramServicesAmt |
| Management And General | $1,101,952 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,541 | TotalAmt |
| Program Services | $649,835 | ProgramServicesAmt |
| Management And General | $252,706 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316 | TotalAmt |
| Management And General | $1,316 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,867 | TotalAmt |
| Program Services | $21,153 | ProgramServicesAmt |
| Management And General | $5,714 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,433 | TotalAmt |
| Program Services | $118,628 | ProgramServicesAmt |
| Management And General | $805 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,482 | TotalAmt |
| Program Services | $6,198 | ProgramServicesAmt |
| Management And General | $12,284 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,635 | TotalAmt |
| Program Services | $38,725 | ProgramServicesAmt |
| Management And General | $33,910 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,980 | TotalAmt |
| Program Services | $219,293 | ProgramServicesAmt |
| Management And General | $110,687 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,099 | TotalAmt |
| Program Services | $545,019 | ProgramServicesAmt |
| Management And General | $52,080 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,165 | TotalAmt |
| Program Services | $109,495 | ProgramServicesAmt |
| Management And General | $54,670 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Direct program costs | $601,132 | $493,293 | $107,839 |
| Other supplies | $5 | $5 | |
| Business licenses/taxes | $208,227 | $208,227 | |
| Minor equipment | $11,682 | $7,848 | $3,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,998 | TotalAmt |
| Program Services | $22,580 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,100,623 | TotalAmt |
| Program Services | $5,056,362 | ProgramServicesAmt |
| Management And General | $2,044,261 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,045 | BOYAmt |
| EOY | $4,101,055 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,446,253 | BOYAmt |
| EOY | $11,488,060 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,199 | BOYAmt |
| EOY | $359,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,265,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $332,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,186 | BOYAmt |
| EOY | $933,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,791,683 | BOYAmt |
| EOY | $16,882,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,567,944 | BOYAmt |
| EOY | $7,300,007 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,041 | BOYAmt |
| EOY | $224,332 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,857,985 | BOYAmt |
| EOY | $7,524,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,933,698 | BOYAmt |
| EOY | $9,357,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,933,698 | BOYAmt |
| EOY | $9,357,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,791,683 | BOYAmt |
| EOY | $16,882,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,423,986 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $36 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138 | CurrentTaxYearAmt |
| Total | $447 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,662,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,218,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,551,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,433,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,442,611 | CurrentTaxYearAmt |
| Total | $32,309,065 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,662,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,218,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,551,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,433,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,442,749 | CurrentTaxYearAmt |
| Total | $32,309,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,309,512 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,860 | CurrentTaxYearAmt |
| Total | $197,217 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,860 | CurrentTaxYearAmt |
| Total | $197,217 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,673,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,230,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,592,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,485,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,524,609 | CurrentTaxYearAmt |
| Total | $32,506,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99500 | PublicSupportPY509Pct |
| Investment Income CY | 0.00610 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $163,134 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $112,648 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $275,782 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,100,623 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,503,935,718 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,100,623 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,504,211,500 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $505,031 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $126,258 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $122,035 | CurrentYearMinus3Amt |
| Current Year Minus2 | $138,835 | CurrentYearMinus2Amt |
| Current Year Minus1 | $154,766 | CurrentYearMinus1Amt |
| Current Year | $275,782 | CurrentYearAmt |
| Total | $691,418 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $114,035 | CurrentYearMinus3Amt |
| Current Year Minus2 | $119,335 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,173 | CurrentYearMinus1Amt |
| Current Year | $163,134 | CurrentYearAmt |
| Total | $504,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| II-A A | Virginia Mason Institute, EIN 26-3763656, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures, 0 Excess Lobbying Expenditures. |
| II-A A continued | Virginia Mason Medical Center, EIN 91-0565539, 1100 Ninth Avenue, Seattle, WA 98101. Electing member. Grassroots Lobbying Expenditures 121,040 Direct Lobbying Expenditures 52,648. Excess Lobbying Expenditures 0. Tax year ending December 31, 1998 was the first year in which Virginia Mason Medical Center made the election under Section 501h. The election was not revoked before the start of the tax year ending December 31, 2016. |
| II-A A continued | Virginia Mason Health System, EIN 91-1351110, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0 |
| II-A A continued | Benaroya Research Institute at Virginia Mason, EIN 91-0653422, 1201 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0. |
| II-A A continued | Yakima Valley Memorial Hospital Association, EIN 91-0567263, 2811 Tieton Drive, Yakima, WA 98902. Non-electing member. Grassroots Lobbying Expenditures 42,094 Direct Lobbying Expenditures 60,000. Excess Lobbying Expenditures 0. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $920,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,186 | DepreciationAmt |
| Book Value | $695,376 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $344,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,326 | DepreciationAmt |
| Book Value | $237,644 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $933,020 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,462,500 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $10,462,500 | RevenueSubtotalAmt |
| Other Revenues Not Included | $62,109 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $62,109 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,524,609 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,875,248 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,875,248 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,225,375 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,225,375 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,100,623 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | U.S. GAAP requires management to evaluate tax positions taken by the Institute and recognize a tax liability or asset if the Institute has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed tax positions taken by the Institute and has concluded that as of December 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the consolidated financial statements. The Institute is subject to routine audits by taxing jurisdictions however, there are currently no audits for any tax periods in progress. The Institutes management believes it is no longer subject to income tax examinations for years prior to 2013. |
| XI 4b | Additional revenues included on Virginia Mason Medical Centers books not reclassified to Virginia Mason Institutes books of 62,109 |
| XII 4b | Additional expenses included on Virginia Mason Medical Centers books not reclassified to Virginia Mason Institutes books of 1,225,375. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe | Program services | Education | $441,630 |
| East Asia and the Pacific | Program services | Education | $6,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $448,385 | SubtotalSpentAmt |
| Total Spent | $448,385 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 3 | FormAndLineReferenceDesc |
| Explanation | Expenditures were actual expenses incurred for services provided outside of the United States based on individual expense reports and departmental expense tracking. | 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 (10 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|
| Gary S Kaplan MD | |||||||
| Director, Chairman | $1,066,494 | $441,298 | $10,055,147 | $111,125 | $43,184 | $11,717,248 | $8,352,547 |
| Suzanne Anderson | |||||||
| Secretary/Treasurer | $572,548 | $179,514 | $20,580 | $92,096 | $31,996 | $896,734 | |
| Sarah Patterson | |||||||
| Vice Chairman | $382,210 | $181,134 | $18,992 | $102,728 | $30,580 | $715,644 | |
| Diane Miller | |||||||
| Executive Director | $284,509 | $71,432 | $22,686 | $14,846 | $10,147 | $403,620 | |
| Henry Otero MD | |||||||
| Faculty Instructor | $277,143 | $609 | $293 | $15,637 | $105 | $293,787 | |
| Celeste Derheimer | |||||||
| Transformation Sensei | $149,237 | $973 | $11,437 | $17,821 | $179,468 | ||
| Megan McIntyre | |||||||
| Faculty Instructor | $134,798 | $15,945 | $12,577 | $13,758 | $177,078 | ||
| Gordon Sansaver | |||||||
| Operations Director | $146,779 | $17,191 | $11,622 | $13,699 | $189,291 | ||
| Kristen Turner | |||||||
| Transformation Director | $131,556 | $17,433 | $4,001 | $16,889 | $169,879 | ||
| Craig Goodrich | |||||||
| Senior Vice President, CFO | $322,785 | $84,994 | $3,960 | $42,250 | $21,850 | $475,839 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | The compensation for the Executive Director is paid by Virginia Mason Medical Center, a related organization. The Executive Directors compensation is approved by Virginia Mason Health System Board of Directors Compensation and Benefits Committee. The Committee receives support and advice including appropriate market comparability data from an independent consultant with expertise in the health care industry and access to relevant market data. See Schedule O for further disclosure. |
| Part I Line 4b | The Medical Center has a Supplemental Executive Retirement Plan SERP. The SERP is a 457f nonqualified deferred compensation plan pursuant to which plan benefits are subject to a substantial risk of forfeiture. The plan was approved by the Boards Compensation and Benefits Committee, a committee composed of independent board members to whom the Board delegates the authority to approve compensation and benefits for the Medical Centers most senior executives. The Committee receives advice from an independent compensation consultant to ensure that compensation and benefits, including the SERP, are market competitive and reasonable. Supplemental Executive Retirement Plans such as this are customary for senior executives in the health care industry. |
| Part I Line 4b | Gary Kaplan, M.D. received a payout of 10,031,813 from a Supplemental Executive Retirement Plan. Suzanne Anderson accrued benefits in a Supplemental Executive Retirement Plan of 77,250. Sarah Patterson accrued benefits in a Supplemental Executive Retirement Plan of 74,007. Gary Kaplan, M.D. accrued benefits of 71,778 in a Supplemental Executive Retirement Plan. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | To realize its goals, the Institute prepares, guides and inspires health leaders, providers and staff to believe that the perfect patient experience is possible and empowers them to dramatically improve their patients lives. This is accomplished by educating other organizations, through the sharing of knowledge and expereince, about the Virginia Mason Production System VMPS, wich is Virginia Mason Medical Centers management methodology that focuses on delivering the highest quality products through the elimination of waste and defects. The Institutes educational activities are delivered by a team of experienced physicians, nurses and other health care leaders rigorously trained in the Virginia Mason Production System. These activities benefit patients and the community when health care providers use their new knowledge to eliminate unncecessary waste from processes, improve health care quallity and reduce the cost of health care delivery to patients locally, nationally and internationally. |
| Form 990, Part VI, Section A, Line 3 | Virginia Mason Medical Center VMMC, a Washington nonprofit corporation qualified as tax exempt under Section 501a of the Internal Revenue Code as an organization described in Section 501c3, is the sole member of Virginia Mason Institute VMI. VMI contracts with VMMC pursuant to the terms of a Management Services Agreement for the provision of certain management services including leased personnel and operations support services. VMMC is the sole employer of all leased personnel and retains full control over the terms and conditions of employment. The VMI Executive Director is employed by VMMC as Executive Director and reports to the Chairman and Chief Executive Officer of Virginia Mason Medical Center. The VMI Executive Director is responsible for the overall operations of VMI. |
| Form 990, Part VI, Section A, Line 6,7 | Virginia Mason Medical Center VMMC is the sole corporate member of Virginia Mason Institute. VMMC as the sole member has the following approval rights a election or appointment of the Directors and Officers of the Board of Directors b removal of Directors and Officers of the Board of Directors c approval of all long-range plans proposed by the Board of Directors d approval of the annual capital and operating budgets proposed by the Board of Directors e approval of the borrowing of funds where the amount is in excess of Five Hundred Thousand Dollars 500,000 f approval of the sale, lease, exchange, mortgage, pledge or disposal of all or substantially all of the property and assets g approval of all amendments to the Articles of Incorporation or Bylaws and h all other rights and powers as specified in the Washington Nonprofit Corporation Act. |
| Form 990, Part VI, Section B, Line 11b | The Audit and Compliance Committee ACC, a committee composed of independent community members of the VMMC Board of Directors is responsible for oversight of the annual VMI Form 990 preparation process including a selection, engagement, and performance of an independent tax preparer b review of the annual draft Form 990 tax return and c recommending the final Form 990 tax return for review to the VMI Board of Directors. At the ACC September meeting, management provides the ACC with an initial draft of the Form 990 and the tax preparer presents an overview of the Form 990 preparation process. In October, a revised draft of the Form 990 is provided to the ACC Chair for further review and comment. The final draft Form 990 is reviewed and approved by the ACC in November, followed by VMI Board review of the final Form 990 prior to filing. The final Form 990 tax return is provided to each member of the VMI Board of Directors via electronic delivery by posting on a secure website which allows online view of Board documents. |
| Form 990, Part VI, Section B, Line 12c | VMI has delegated to the Governance Committee of the VMMC Board accountability for oversight of the process for disclosure, evaluation and management of conflict of interest involving any member of the VMI Board, executive leadership or key employees Covered Person. Pursuant to the Conflict of Interest Policy, an annual conflict of interest questionnaire is distributed to all Covered Persons. In addition, a Covered Person has an on-going duty to disclose the existence of a conflict of interest at any time an actual or potential conflict arises. Each Covered Person is required upon appointment and annually thereafter to attest to a statement that affirms that such person has a received a copy of the Conflict of Interest Policy b has read and understands the Policy c has agreed to comply with the Policy and d understands that Virginia Mason is a charitable organization and that in order to maintain its federal tax exemption must engage primarily in activities that accomplish its tax-exempt purposes. Written disclosures are reviewed by the Governance Committee to determine if an actual or potential conflict of interest exists and if so, how it should be managed. The Covered Person is informed in writing regarding the determination the Conflict of Interest Management Plan. No Covered Person with an actual or potential conflict of interest shall engage in an activity on Virginia Mason Institutes behalf related to the disclosed actual or potential Conflict of Interest unless such activity is permitted by the Conflict of Interest Management Plan or until the Covered Person has undertaken all steps set forth in the Management Plan to manage, reduce or eliminate the conflict. All Covered Persons have a duty to disclose the existence of any actual or potential conflict of interest with respect to meeting agenda items. The Conflict of Interest Policy requires that copies of the Conflict of Interest Questionnaires completed annually by each Covered Person and by Conflict of Interest Management Plan be maintained. In addition, the minutes of the board and all committees with board-delegated powers shall document the disclosure and resolutions of any actual or potential conflict of interest disclosed at such meeting. |
| Form 990, Part VI, Section B, Line 15 | The Health System Compensation and Benefits Board Committee CBC, a committee composed solely of independent directors none of whom have a conflict of interest, has been delegated responsibility for setting reasonable total compensation packages for each executive, including the VMI Executive Director, officers and key employees Executives consistent with Health Systems philosophy and principles. The Health System Board develops and approves annual goals and performance criteria which are used in determining merit increases and variable compensation opportunities for the Executives. The CBC assesses performance against these goals. The CBC selects and engages a qualified independent compensation consultant to review and analyze the total compensation and benefit packages to the Executives. The CBC as part of its analysis obtains from the compensation consultant appropriate comparability data including total compensation paid by similarly situated for profit and nonprofit organizations for positions that are functionally comparable to each of the Executives. With respect to those Executives below the level of Virginia Mason Medical Center Chair/Chief Executive Officer, the CBC requests that the Chair/Chief Executive Officer work with the compensation consultants to formulate a compensation recommendation for each such Executive, consistent with the Health Systems compensation philosophy and principles. The CBC will consider the significant terms of the agreement with each Executive including the total compensation to be paid and the employees duties and responsibilities. Consistent with the Health Systems compensation philosophy and principles, the CBC approves total compensation packages for each of the Executives based on information presented to the CBC, reasonableness and the best interest of VMI. The CBCs decisions regarding compensation for each Executive are documented in written resolutions and minutes of the CBC. The CBC reports its action to the Board which reports are reflected in the Boards minutes. The Executives that were reviewed in 2016 included the VMI Executive Director, all officers and all key employees. |
| Form 990, Part VI, Section C, Line 19 | The organizations Articles, Bylaws, Conflict of Interest Policy, and Financial Statements are made available upon request. |
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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Virginia Mason Medical Center | |||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 910565539 | Health Care | WA | 501c3 | 3-Hospital | VMHS | false | |
| Virginia Mason Health System | |||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 911351110 | Fundraising | WA | 501c3 | 7-Support General | Yes (true) | N/A | |
| Benaroya Research Institute at Virginia Mason | |||||||||||
| 1201 Ninth Avenue | Seattle | WA | 98101 | 910653422 | Research | WA | 501c3 | 4-Research | VMHS | false | |
| Yakima Valley Memorial Hospital Association | |||||||||||
| 2811 Tieton Drive | Yakima | WA | 98902 | 910567263 | Health Care | WA | 501c3 | 3-Hospital | VMHS | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt | Electing OrganizationElectingOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Virginia Mason Institute | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 263763656 | $0 | $0 | $0 | $7,100,623 | $7,100,623 | $4,720 | $1,180 | $0 | $0 | $0 | |
| Virginia Mason Medical Center | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 910565539 | $121,040 | $52,648 | $173,688 | $984,139,233 | $984,312,921 | $654,371 | $163,593 | $0 | $0 | $0 | Yes (X) |
| Virginia Mason Health System | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 911351110 | $0 | $0 | $0 | $21,623,749 | $21,623,749 | $14,375 | $3,594 | $0 | $0 | $0 | |
| Benaroya Research Institute at Virginia Mason | |||||||||||||||
| 1201 Ninth Avenue | Seattle | WA | 98101 | 910653422 | $0 | $0 | $0 | $74,957,334 | $74,957,334 | $49,832 | $12,458 | $0 | $0 | $0 | |
| Yakima Valley Memorial Hospital Association | |||||||||||||||
| 2811 Tieton Drive | Yakima | WA | 98902 | 910567263 | $42,094 | $60,000 | $102,094 | $416,114,779 | $416,216,873 | $276,701 | $69,175 | $0 | $0 | $0 | |
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