HOSPITAL FOR SPECIAL SURGERY FUND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOSPITAL FOR SPECIAL SURGERY FUND INC (EIN 13-6714749)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201743149349303669
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T16:15:12-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 136714749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hospital for Special Surgery Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STACEY L MALAKOFF | InCareOfNm |
| Business Name Control | HOSP | BusinessNameControlTxt |
| Phone | 2126061000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC GOULD | PersonNm |
| Person Title | SR. VP & CAO | PersonTitleTxt |
| Phone | 2127730000 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Kielczewski | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2127739017 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.206.163.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308520173145000056 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8C5A9CE1427A7F1268734C0C5995320DAA3D2F98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 582F47EFACDD6166E52205D1FBFEA2601660FA18 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOUIS SHAPIRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,829,590 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hss.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS TO SUPPORT CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES OF ITS TAX-EXEMPT AFFILIATE THE HOSPITAL FOR SPECIAL SURG, & OTHER HLTH CARE RELATED CHARITABLE ORGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,719,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,472,275 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,251,223 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,895,015 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,892,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,462,589 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$618,014 | PYOtherRevenueAmt |
| CY Other Revenue | -$682,555 | CYOtherRevenueAmt |
| PY Total Revenue | $18,245,319 | PYTotalRevenueAmt |
| CY Total Revenue | $16,147,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,096,401 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,166,623 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,896,269 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,538,514 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $90,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $114,125 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,585,285 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,392,502 | PYOtherExpensesAmt |
| CY Other Expenses | $2,595,719 | CYOtherExpensesAmt |
| PY Total Expenses | $9,475,172 | PYTotalExpensesAmt |
| CY Total Expenses | $9,414,981 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,770,147 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,732,343 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,106,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,601,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,775,860 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,890,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,330,744 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,711,243 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S EXEMPT PURPOSE IS TO RAISE FUNDS TO SUPPORT CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES OF ITS TAX-EXEMPT AFFILIATE THE HOSPITAL FOR SPECIAL SURGERY, AND OTHER HEALTH CARE RELATED CHARITABLE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,166,623 | ExpenseAmt |
| Grant | $2,166,623 | GrantAmt |
| Revenue | $5,895,015 | RevenueAmt |
| Desc | THE ORGANIZATION'S EXEMPT PURPOSE IS TO RAISE FUNDS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF ITS TAX-EXEMPT AFFILIATE, THE HOSPITAL FOR SPECIAL SURGERY, AND ANY OTHER HEALTH CARE RELATED CHARITABLE ORGANIZATIONS. THE HOSPITAL FOR SPECIAL SURGERY PROVIDES WORLD CLASS CARE TO ITS PATIENTS BY HELPING THEM REGAIN THEIR MOBILITY, WHILE ALSO ADVANCING RESEARCH INITIATIVES TO EXPLORE NEW TREATMENTS FOR ORTHOPEDIC AND RHEUMATOLOGIC CONDITIONS. THE HOSPITAL FOR SPECIAL SURGERY IS RECOGNIZED FOR ITS EXCELLENCE IN PATIENT CARE AND IS CONSISTENTLY TOP-RANKED BY US NEWS AND WORLD REPORTS IN ITS SPECIALTIES. THE HOSPITAL FOR SPECIAL SURGERY IS ALSO RECOGNIZED AS A MAGNET HOSPITAL FOR EXCELLENCE IN NURSING SERVICE. IN 2016, HSS FUND INC. PROVIDED SERVICES TO THE HOSPITAL ENABLING IT TO RAISE APPROXIMATELY $34.3 MILLION IN FUNDS FOR CAPITAL, RESEARCH, ENDOWMENT, EDUCATIONAL AND OPERATING PURPOSES. IN 2016, HSS FUND INC. ALSO CONTRIBUTED APPROXIMATELY $448,900 TO OTHER CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $2,166,623 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY L MALAKOFF | PersonNm |
| Phone | 2126061323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MARC GOULD 535 EAST 70TH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 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 |
|---|---|---|---|---|---|---|---|---|---|
| Steven Haas - Start CY16' | |||||||||
| Member/Attending Physician | 0.2 | 12.41 | Yes (X) | $0 | $123,380 | $41,550 | |||
| Bryan Kelly | |||||||||
| Member/Attending Physician | 0.2 | 20.2 | Yes (X) | $0 | $115,968 | $48,195 | |||
| Linda Russell - Left CY16' | |||||||||
| Member/Attending Physician | 0.2 | 49.61 | Yes (X) | $0 | $562,190 | $62,239 | |||
| Thomas Sculco | |||||||||
| Member/Attending Physician | 0.2 | 12.89 | Yes (X) | $0 | $70,109 | $40,383 | |||
| Russell Warren - Left CY16' | |||||||||
| Member/Attending Physician | 0.2 | 7.52 | Yes (X) | $0 | $75,877 | $37,367 | |||
| Phillip Wilson Jr-Left CY16' | |||||||||
| Member/Attending Physician | 12.74 | 1.97 | Yes (X) | $48,870 | $0 | $14,258 | |||
| James M Benson | |||||||||
| Member | 0.04 | 0.39 | Yes (X) | $0 | $0 | $0 | |||
| Daniel C Benton | |||||||||
| Member | 0.07 | 0.59 | Yes (X) | $0 | $0 | $0 | |||
| Herbert Black | |||||||||
| Member | 0.04 | 0.39 | Yes (X) | $0 | $0 | $0 | |||
| Michael Brooks | |||||||||
| Member | 0.21 | 1.84 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Chenault | |||||||||
| Member | 0.09 | 0.79 | Yes (X) | $0 | $0 | $0 | |||
| Charles Coleman III | |||||||||
| Member | 0.11 | 1.02 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Cornfeld | |||||||||
| Member | 0.15 | 1.32 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Foster Curry | |||||||||
| Member | 0.29 | 2.59 | Yes (X) | $0 | $0 | $0 | |||
| Barrie M Damson | |||||||||
| Member | 0.21 | 1.93 | Yes (X) | $0 | $0 | $0 | |||
| James G Dinan | |||||||||
| Member | 0.24 | 2.15 | Yes (X) | $0 | $0 | $0 | |||
| Anne Ehrenkranz | |||||||||
| Member | 0.31 | 2.8 | Yes (X) | $0 | $0 | $0 | |||
| Michael Esposito | |||||||||
| Vice-Chair | 0.65 | 5.82 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Marina Kellen French | |||||||||
| Member | 0.07 | 0.63 | Yes (X) | $0 | $0 | $0 | |||
| Craig Ivey | |||||||||
| Member | 0.11 | 1.03 | Yes (X) | $0 | $0 | $0 | |||
| Winfield P Jones | |||||||||
| Member | 0.05 | 0.46 | Yes (X) | $0 | $0 | $0 | |||
| Warren Kanders | |||||||||
| Member | 0.06 | 0.49 | Yes (X) | $0 | $0 | $0 | |||
| Monica Keany | |||||||||
| Member | 0.45 | 4.02 | Yes (X) | $0 | $0 | $0 | |||
| Thomas J Kelly | |||||||||
| Member | 0.29 | 2.57 | Yes (X) | $0 | $0 | $0 | |||
| David H Koch | |||||||||
| Member | 0.26 | 2.37 | Yes (X) | $0 | $0 | $0 | |||
| Laurie Hodges Lapeyre | |||||||||
| Member | 0.23 | 2.05 | Yes (X) | $0 | $0 | $0 | |||
| Pablo Legorreta | |||||||||
| Member | 0.12 | 1.04 | Yes (X) | $0 | $0 | $0 | |||
| Lara Lerner | |||||||||
| Member | 0.04 | 0.39 | Yes (X) | $0 | $0 | $0 | |||
| Kathy Leventhal | |||||||||
| Member | 0.21 | 1.86 | Yes (X) | $0 | $0 | $0 | |||
| Marylin B Levitt | |||||||||
| Member | 0.34 | 3.04 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Lister | |||||||||
| Member | 0.58 | 5.18 | Yes (X) | $0 | $0 | $0 | |||
| Alan S MacDonald | |||||||||
| Member | 0.22 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| David M Madden | |||||||||
| Member - Left CY16' | 0.01 | 0.08 | Yes (X) | $0 | $0 | $0 | |||
| Richard L Menschel | |||||||||
| Chairman, Emeritus | 0.67 | 6.01 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mary Kathryn Navab | |||||||||
| Member - Start CY16' | 0.02 | 0.15 | Yes (X) | $0 | $0 | $0 | |||
| Dean R O'Hare | |||||||||
| Chairman, Emeritus | 0.62 | 5.54 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Terrence O'Toole | |||||||||
| Member - Start CY16' | 0.05 | 0.47 | Yes (X) | $0 | $0 | $0 | |||
| Aldo Papone | |||||||||
| Chairman, Emeritus | 0.64 | 5.77 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gordon Pattee | |||||||||
| Member | 0.05 | 0.46 | Yes (X) | $0 | $0 | $0 | |||
| Steven Rattner | |||||||||
| Member - Start CY16' | 0.04 | 0.39 | Yes (X) | $0 | $0 | $0 | |||
| Susan W Rose | |||||||||
| Member | 0.08 | 0.7 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Sobel | |||||||||
| Member | 0.48 | 4.32 | Yes (X) | $0 | $0 | $0 | |||
| Deirdre Stanley | |||||||||
| Member | 0.69 | 6.19 | Yes (X) | $0 | $0 | $0 | |||
| Robert K Steel | |||||||||
| Member | 0.34 | 3.07 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Warner | |||||||||
| Member | 0.66 | 5.93 | Yes (X) | $0 | $0 | $0 | |||
| Sanford I Weill | |||||||||
| Member | 0.04 | 0.39 | Yes (X) | $0 | $0 | $0 | |||
| Kendrick R Wilson III | |||||||||
| Chair | 1.75 | 15.75 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ellen M Wright | |||||||||
| Member | 0.39 | 3.49 | Yes (X) | $0 | $0 | $0 | |||
| Louis A Shapiro | |||||||||
| President & CEO | 9.0 | 51.0 | Yes (X) | $428,063 | $2,425,688 | $69,189 | Yes (X) | ||
| Stacey Malakoff | |||||||||
| Executive VP & CFO | 1.8 | 58.2 | $45,826 | $1,481,718 | $57,224 | Yes (X) | |||
| Irene Koch | |||||||||
| Exec VP & Chief Legal Officer | 3.0 | 57.0 | $34,332 | $652,299 | $57,680 | Yes (X) | |||
| Robin Merle | |||||||||
| Sr.VP & Chief Develop. Officer | 60.0 | 0.0 | $600,606 | $0 | $59,454 | Yes (X) | |||
| Alessandra Garber | |||||||||
| Director, Development | 60.0 | 0.0 | $185,362 | $0 | $17,986 | Yes (X) | |||
| Benjamin Neihart | |||||||||
| Sr.Dir,Dev Research Spec. Proj | 45.0 | 15.0 | $134,961 | $44,987 | $46,611 | Yes (X) | |||
| Holly Menzie | |||||||||
| Sr. Director, Development | 60.0 | 0.0 | $178,821 | $0 | $18,851 | Yes (X) | |||
| Reesa Kaufman | |||||||||
| Sr. Dir, FND & Gov Relations | 60.0 | 0.0 | $174,492 | $0 | $80,550 | Yes (X) | |||
| Meredith Forbes | |||||||||
| Sr. Director Special Events | 60.0 | 0.0 | $126,530 | $0 | $58,337 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,957,863 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,552,216 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $709,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALDORF ASTORIA | |||||
| 301 PARK AVENUE | NEW YORK | NY | 10022 | Catering Services | $432,653 |
| TWO SHADES OF GRAY | |||||
| 3 KIDDS CAVE RD | BRADFORD | CT | 06405 | PRINT & DESIGN SRV | $320,698 |
| FREEMAN PHILANTHROPIC SERVICES LLC | |||||
| 1115 BROADWAY STE 1100 | NEW YORK | NY | 10010 | EMPLOYMENT AGENCY | $283,831 |
| JS MCCARTHY CO INC | |||||
| 15 DARIN DRIVE | AUGUSTA | ME | 04330 | Print Service | $181,139 |
| EMPHASIS DESIGN | |||||
| 12-16 Vestry St 5FL | NEW YORK | NY | 10013 | GRAPHIC DESIGN SRV | $147,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,102,068 | FundraisingAmt |
| All Other Contributions | $3,370,207 | AllOtherContributionsAmt |
| Noncash Contributions | $141,325 | NoncashContributionsAmt |
| Total Contributions | $8,472,275 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASED SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,895,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,895,015 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,895,015 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,450,874 | TotalRevenueColumnAmt |
| Exclusion | $2,450,874 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,677,040 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,665,325 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,715 | TotalRevenueColumnAmt |
| Exclusion | $11,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $334,386 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,102,068 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,016,941 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$682,555 | TotalRevenueColumnAmt |
| Exclusion | -$682,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,147,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,895,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,780,034 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,166,623 | TotalAmt |
| Program Services | $2,166,623 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,388 | TotalAmt |
| Management And General | $523,200 | ManagementAndGeneralAmt |
| Fundraising | $723,188 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,345,501 | TotalAmt |
| Fundraising | $2,345,501 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,097 | TotalAmt |
| Management And General | $251,956 | ManagementAndGeneralAmt |
| Fundraising | $474,141 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,528 | TotalAmt |
| Management And General | $76,523 | ManagementAndGeneralAmt |
| Fundraising | $144,005 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,410 | TotalAmt |
| Management And General | $225,410 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,779 | TotalAmt |
| Management And General | $2,779 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,834 | TotalAmt |
| Management And General | $90,834 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,125 | TotalAmt |
| Fundraising | $114,125 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,316 | TotalAmt |
| Management And General | $49,316 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,753 | TotalAmt |
| Management And General | $400,055 | ManagementAndGeneralAmt |
| Fundraising | $243,698 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,965 | TotalAmt |
| Fundraising | $188,965 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,760 | TotalAmt |
| Fundraising | $655,760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,653 | TotalAmt |
| Fundraising | $84,653 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $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 | $43,000 | TotalAmt |
| Management And General | $43,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| DIRECT MAIL | $321,961 | $321,961 |
| MISCELLANEOUS EXPENSES | $289,288 | $289,288 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,414,981 | TotalAmt |
| Program Services | $2,166,623 | ProgramServicesAmt |
| Management And General | $1,663,073 | ManagementAndGeneralAmt |
| Fundraising | $5,585,285 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,212 | BOYAmt |
| EOY | $3,904,319 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $759,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $484,540 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,648 | BOYAmt |
| EOY | $274,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,552,323 | BOYAmt |
| EOY | $39,634,852 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,162,443 | BOYAmt |
| EOY | $23,413,291 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998,978 | BOYAmt |
| EOY | $1,374,488 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,106,604 | BOYAmt |
| EOY | $68,601,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,800 | BOYAmt |
| EOY | $1,183,487 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,411,060 | BOYAmt |
| EOY | $21,706,851 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,775,860 | BOYAmt |
| EOY | $22,890,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,330,744 | BOYAmt |
| EOY | $45,711,243 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,330,744 | BOYAmt |
| EOY | $45,711,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,106,604 | BOYAmt |
| EOY | $68,601,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,732,343 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $648,156 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,070,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,641,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,502,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,719,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,472,275 | CurrentTaxYearAmt |
| Total | $41,405,506 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,070,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,641,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,502,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,719,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,472,275 | CurrentTaxYearAmt |
| Total | $41,405,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $571,210 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,834,296 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,357,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,380,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,450,874 | CurrentTaxYearAmt |
| Total | $9,071,087 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $405,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $334,386 | CurrentTaxYearAmt |
| Total | $1,755,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,232,109 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,367,754 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78178 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80516 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,412 | DepreciationAmt |
| Book Value | $39,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $617,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $382,128 | DepreciationAmt |
| Book Value | $235,233 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $274,631 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $23,413,291 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,413,291 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $21,706,851 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,706,851 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $100,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $100,000 | SubtotalSpentAmt |
| Total Spent | $100,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | 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 | SCHEDULE F, PART I, LINE 3(1), COLUMN F | FormAndLineReferenceDesc |
| Explanation | TOTAL ASSETS ARE $120,841,268 AND TOTAL LIABILITIES ARE $120,741,268. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN FISH | ||||||||
| 32 VIETS ROAD | SANDISFIELD | MA | 01255 | DM-CONSULT/ REPORTING | false | $884,350 | $114,125 | $770,225 |
| EVENT ASSOCIATES INC | ||||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | CONSULTING/ SOLICIT | false | $3,265,504 | $70,309 | $3,195,195 |
| KELLEY MOORE | ||||||||
| 201 WEST 11TH STREET | NEW YORK | NY | 10014 | CONSULTING SOLICIT | false | $904,627 | $17,546 | $887,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $5,054,481 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $201,980 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,852,501 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $3,265,504 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,069,704 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $195,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $447,653 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $116,061 | OtherDirectExpensesEvent1Amt |
| Event2 | PEDIATRIC | Event2Nm |
| Gross Receipts Event2 | $1,082,760 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,037,129 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $45,631 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $152,400 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $120,082 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,088,190 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $995,235 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $92,955 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $106,762 | RentFcltyCostsOtherEventsAmt |
| Entertainment Other Events | $2,200 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $71,783 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $5,436,454 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,102,068 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $334,386 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $706,815 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $307,926 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,016,941 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$682,555 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE NY SOC FOR THE REL OF RUP & CRPL MAINT | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10522 | 131624135 | 501(c)(3) | $1,717,723 | ACADEMIC TRAINING & PEDIATRIC OUTREACH |
| ARTHRITIS FOUNDATION NORTHEAST REGION | |||||||
| 122 EAST 42ND ST18TH FL | NEW YORK | NY | 10168 | 800489313 | 501(c)(3) | $60,000 | GENERAL SUPPORT |
| DOMINICAN FRIARS HEALTH CARE MINISTRY OF NY | |||||||
| 411 East 68th St | NEW YORK | NY | 10065 | 463674515 | 501(c)(3) | $50,000 | GENERAL SUPPORT |
| LUPUS RESEARCH ALLIANCE | |||||||
| 275 Madison Ave10th Fl | NEW YORK | NY | 10016 | 582492929 | 501(c)(3) | $40,000 | GENERAL SUPPORT |
| UNITED HOSPITAL FUND | |||||||
| 1411 BROADWAY 12TH FL | NEW YORK | NY | 10018 | 131562656 | 501(c)(3) | $32,000 | GENERAL SUPPORT |
| THE AMERICAN AUSTRIAN FOUNDATION | |||||||
| 150 E 42ND ST29TH FL | NEW YORK | NY | 10017 | 133275103 | 501(c)(3) | $30,000 | GENERAL SUPPORT |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 11 East 44th Street | NEW YORK | NY | 10017 | 131665552 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| HEALTHCARE CHAPLAINCY INC | |||||||
| 65 BROADWAY 12FL | NEW YORK | NY | 10006 | 132634080 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| CRUTCHES 4 KIDS | |||||||
| 1350 AVE OF AMERICAS4F | NEW YORK | NY | 10019 | 271039186 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| FOCOS ORTHOPEDIC & REHABILITATION INSTITUTE | |||||||
| 226 E 54TH STSUITE 306 | NEW YORK | NY | 10022 | 134047356 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STSTE 230 | CHAGRIN FALLS | OH | 44022 | 043804600 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| DOMINICAN SISTER OF SPARKILL | |||||||
| 175 Route 340 | Sparkill | NY | 10976 | 141340103 | 501(c)(3) | $24,000 | GENERAL SUPPORT |
| CORNELL UNIVERSITY CO NY PRESBYWEILL CORNELL MED | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | 150532082 | 501(c)(3) | $20,000 | GENERAL SUPPORT |
| VISITING NURSE SERVICE OF NY | |||||||
| 5 PENN PLAZA 12TH FL | NEW YORK | NY | 10001 | 133189926 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| USA SWIMMING FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | 204264282 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| THE NEW YORK BOTANICAL GARDEN | |||||||
| 254 W 29th St 5th FL | NEW YORK | NY | 10001 | 131693134 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| BOOMER ESIASON FOUNDATION | |||||||
| 200 B Armstrong Rd | Garden City P | NY | 11040 | 113142753 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HSS FUND, INC. IS ORGANIZED FOR THE PURPOSE OF RAISING FUNDS TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF ITS TAX EXEMPT AFFILIATE, THE HOSPITAL FOR SPECIAL SURGERY, AND OTHER HEALTH CARE-RELATED CHARITABLE ORGANIZATIONS. THE CONTRIBUTIONS MADE TO AFFILIATES ARE TO BE USED FOR THE INTENDED PURPOSE. THE CONTRIBUTIONS GIVEN TO THE OUTSIDE ORGANIZATIONS ARE FOR GENERAL PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven Haas - Start CY16' | ||||||||||||||
| Member/Attending Physician | $122,962 | $0 | $418 | $0 | $11,700 | $0 | $29,850 | $0 | $164,930 | $0 | $0 | |||
| Bryan Kelly | ||||||||||||||
| Member/Attending Physician | $115,013 | $0 | $955 | $0 | $11,700 | $0 | $36,495 | $0 | $164,163 | $0 | $0 | |||
| Linda Russell - Left CY16' | ||||||||||||||
| Member/Attending Physician | $271,122 | $112,500 | $178,568 | $0 | $23,850 | $0 | $38,389 | $0 | $624,429 | $0 | $0 | |||
| Louis A Shapiro | ||||||||||||||
| President & CEO | $1,005,101 | $1,388,706 | $31,881 | $2,981 | $16,894 | $7,397 | $41,917 | $438,441 | $2,484,499 | $0 | $0 | $177,371 | $245,066 | $5,626 |
| Stacey Malakoff | ||||||||||||||
| Executive VP & CFO | $912,451 | $539,097 | $30,170 | $716 | $23,135 | $1,000 | $32,373 | $47,542 | $1,537,226 | $0 | $0 | $28,220 | $16,673 | $933 |
| Irene Koch | ||||||||||||||
| Exec VP & Chief Legal Officer | $463,327 | $187,955 | $1,017 | $994 | $18,881 | $1,890 | $35,915 | $37,216 | $707,095 | $0 | $0 | $24,386 | $9,892 | $54 |
| Robin Merle | ||||||||||||||
| Sr.VP & Chief Develop. Officer | $23,850 | $0 | $35,604 | $0 | $660,060 | $0 | $0 | $0 | $440,377 | $112,613 | $47,616 | |||
| Alessandra Garber | ||||||||||||||
| Director, Development | $7,495 | $0 | $10,491 | $0 | $203,348 | $0 | $0 | $0 | $185,219 | $0 | $143 | |||
| Benjamin Neihart | ||||||||||||||
| Sr.Dir,Dev Research Spec. Proj | $43,815 | $1,125 | $47 | $26,347 | $8,782 | $8,612 | $2,870 | $169,920 | $56,639 | $0 | $0 | $131,445 | $3,375 | $141 |
| Holly Menzie | ||||||||||||||
| Sr. Director, Development | $7,277 | $0 | $11,574 | $0 | $197,672 | $0 | $0 | $0 | $178,680 | $0 | $141 | |||
| Reesa Kaufman | ||||||||||||||
| Sr. Dir, FND & Gov Relations | $49,446 | $0 | $31,104 | $0 | $255,042 | $0 | $0 | $0 | $169,838 | $4,500 | $154 | |||
| Meredith Forbes | ||||||||||||||
| Sr. Director Special Events | $30,083 | $0 | $28,254 | $0 | $184,867 | $0 | $0 | $0 | $121,890 | $4,500 | $140 | |||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | Housing Allowance - Housing allowance was paid to the Senior Vice President & Chief Development Officer as per contract, and was treated as taxable compensation. |
| SCHEDULE J, PART I, LINE 5B | CERTAIN EMPLOYED PHYSICIANS LISTED ON PART VII, SECTION A, LINE 1A RECEIVE COMPENSATION IN PART, BASED ON PROFESSIONAL SERVICE REVENUE GENERATED FROM SERVICES THEY PERSONALLY PERFORMED IN THEIR INDIVIDUAL PRACTICES. IN 2016, NO PHYSICIAN WAS PAID COMPENSATION CONTINGENT UPON THE ORGANIZATION'S OVERALL REVENUE OR NET EARNINGS. |
| SCHEDULE J, PART I, LINE 6B | PERFORMANCE BASED INCENTIVE AWARDS ARE PAID TO OFFICERS AND KEY EMPLOYEES BASED ON A NUMBER OF IMPORTANT QUALITY, SATISFACTION, EFFICIENCY, AND FINANCIAL MEASURES, OF WHICH ACHIEVING BUDGET IS A FACTOR. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $141,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32B | FormAndLineReferenceDesc |
| Explanation | All publicly traded securities are administered and sold through JP Morgan Chase Bank N.A, 4 Chase Metrotech Center, Floor 16, Brooklyn, NY 11245. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SECTION C | THE HOSPITAL FOR SPECIAL SURGERY FUND, INC. ALSO DOES BUSINESS UNDER ASSUMED NAMES "HSS FOUNDATION"HOSPITAL FOR SPECIAL SURGERY FOUNDATION". |
| FORM 990, PART VI, SECTION B - LINE 11B | Prior to submitting the Form 990 to the Internal Revenue Service (IRS), there is an established process for review of the document in its entirety by the governing body whose evaluations are made in the best interest of HSS Fund, Inc. The Form 990 is first reviewed with the Executive Compensation Committee of the Board of Trustees. The reviewed Form 990 is then submitted to the full Board of Trustees. The trustees are provided a copy of the Form 990 via compact disc prior to submission of the form. In addition, significant areas of Form 990 are discussed at a Board of Trustees meeting. |
| FORM 990, PART VI, SECTION B - LINE 12C | ON AN ANNUAL BASIS, FINANCIAL INTEREST DISCLOSURE STATEMENTS ARE SENT TO ALL BOARD MEMBERS, OFFICERS, MEDICAL STAFF, AND MANAGEMENT. THE CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT INDIVIDUALS DISCLOSE ANY CHANGES TO THE OFFICE OF CORPORATE COMPLIANCE WITHIN 30 DAYS. THE INFORMATION RECEIVED IS ENTERED INTO A DATABASE AND REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST. THE DATABASE INFORMATION IS ALSO REVIEWED BY THE EXECUTIVE VICE PRESIDENT FOR LEGAL AFFAIRS, THE CHIEF EXECUTIVE OFFICER, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. IN ADDITION TO SENDING DISCLOSURE STATEMENTS DIRECTLY TO THE GROUP NOTED ABOVE, INDUSTRY WEBSITES ARE MONITORED FOR DISCLOSURES RELATED TO EMPLOYEES OF HSS FUND, INC. THIS INFORMATION IS ENTERED INTO THE DATABASE, AS WELL. HSS FUND, INC. HAS A CONFLICT OF INTEREST TASK FORCE THAT MEETS THREE TIMES A YEAR, OR AS NECESSARY, TO REVIEW AND UPDATE THE CONFLICTS OF INTEREST POLICIES AND PROCEDURES. HSS' POLICY ON CONFLICT OF INTEREST IN DAY-TO-DAY OPERATIONS STATES THAT IF HSS IS CONTEMPLATING A TRANSACTION WHICH MIGHT POSSIBLY BENEFIT (OR APPEAR TO BENEFIT) A COVERED PERSON OR ANY MEMBER OF HIS/HER IMMEDIATE FAMILY, THEN THE POTENTIAL BENEFIT OR CONFLICT MUST BE DISCLOSED TO, AND APPROVED BY, A DISINTERESTED OFFICER OF HSS BEFORE THE TRANSACTION MAY PROCEED. ACCORDINGLY, A COVERED PERSON MAY NOT PLACE BUSINESS WITH ANY THIRD PARTY (E.G., A VENDOR, COMPETITOR, OR OTHER ORGANIZATION) IN WHICH THAT PERSON OR ANY MEMBER OF HIS/HER IMMEDIATE FAMILY HAS AN INTEREST, UNLESS THAT INTEREST IS DISCLOSED TO, AND THE TRANSACTION IS APPROVED BY, THE VICE PRESIDENT FOR CORPORATE COMPLIANCE AND INTERNAL AUDIT ("CORPORATE COMPLIANCE OFFICER"). |
| FORM 990, PART VI, SECTION B - LINE 15A & 15B | HSS Fund, Inc. is committed to ensuring that its Executive Compensation Program adheres to the highest standards of regulatory compliance and best corporate governance. The HSS Fund, Inc. Board has charged the Compensation Committee (which is composed of independent Board members with no conflicts of interest in regard to executive compensation) with making all decisions related to compensation for officers and key employees. The Committee retains an independent compensation consultant to assist it in this process. Compensation levels are established considering data for functionally comparable roles in comparable organizations, an assessment of performance, and other business judgment factors, consistent with HSS Fund, Inc.'s executive compensation philosophy. The Committee's decisions are made in the best interests of HSS Fund, Inc., and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit health care organizations of comparable mission and complexity, CONSIDERING BOTH LOCAL AND NATIONAL MARKET CHALLENGES IN SUCH REGARD. On an annual basis (including 2016), the Committee provides the full Board with an overview of its determinations and process. HSS Fund, Inc. established this process in an effort to comply with the intermediate sanctions guidelines for qualifying for the rebuttable presumption of reasonableness, AS WELL AS BEST CORPORATE GOVERNANCE PRACTICES IN ENSURING THE TRANSPARENCY OF THE EXECUTIVE COMPENSATION DECISION-MAKING PROCESS WITH THE BOARD. |
| FORM 990, PART VI, SECTION B - LINE 19 | HSS FUND, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE OFFICE OF LEGAL AFFAIRS. HSS FUND, INC. ALSO PROVIDES SUMMARIZED FINANCIAL INFORMATION IN ITS ANNUAL REPORT AND WEBSITE. THE ANNUAL REPORT IS DISTRIBUTED THROUGHOUT THE HOSPITAL AND PATIENT WAITING ROOMS, AND ADMINISTRATION OFFICES, AND IS ACCESSIBLE AS A DOWNLOADABLE FILE FROM THE HSS WEBSITE. FOR CALENDAR YEAR 2016, THE ANNUAL REPORT WAS MAILED TO 6,623 DONORS, PUBLIC OFFICIALS, AND OTHER HEALTHCARE PROFESSIONALS AND ORGANIZATIONS. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NY SOC REL RUPT CRIPLD MAINTAING HSS | ||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 131624135 | health care | NY | 501(C)(3) | 3 | NA | Yes (true) |
| HSS PROPERTIES CORPORATION | ||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 133246249 | REAL ESTATE | NY | 501(C)(3) | 12 TYPE II | HSS FUND INC | Yes (true) |
| HSS HORIZONS INC | ||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 134152131 | RESEARCH SUPP | NY | 501(C)(3) | 12 TYPE I | HSS FUND INC | Yes (true) |
| TJA ORTHOPEDIC SURGERY PC | ||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 815178969 | HEALTH CARE | NY | 501 (C)(3) | PENDING | HSS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| HSS ASC OF MANHATTAN LLC | ||||||||
| 1233 2ND AVE | NEW YORK | NY | 10065 | 471353602 | HEALTH CARE | NY | NA | N/A |
| HSS WESTSIDE ASC LLC | ||||||||
| 600 WEST 58TH STREET | NEW YORK | NY | 10019 | 814351390 | HEALTH CARE | NY | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIAC | |||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 981050215 | self-indemnity | CJ | HSS FUND INC | C | $22,403,915 | $120,841,268 | 1.00000 | Yes (true) | |
| HSS VENTURES | |||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 061624300 | hlth care service | HSS FUND INC | C | $134 | $0 | 1.00000 | Yes (true) | NY | |
| CHARITABLE REMAINDER TRUSTS (6) | |||||||||||||
| INVEST/CHARITY | NA | T | false | NY | |||||||||
| POOLED INCOME FUND (1) | |||||||||||||
| INVEST/CHARITY | NA | T | false | NY | |||||||||
| CHARITABLE GIFT ANNUITY (24) | |||||||||||||
| INVEST/CHARITY | NA | T | false | NY | |||||||||
| CHARITABLE TRUST (3) | |||||||||||||
| INVEST/CHARITY | NA | T | false | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | ||
| B | $1,717,723 | FMV |
| HOSPITAL FOR SPECIAL SURGERY | ||
| K | $655,760 | FMV |
| HOSPITAL FOR SPECIAL SURGERY | ||
| L | $5,895,015 | FMV |
| HOSPITAL FOR SPECIAL SURGERY | ||
| P | $1,947,666 | FMV |
| MIAC | ||
| F | $2,000,000 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE (6), COLUMN (C) | FormAndLineReferenceDesc |
| Explanation | LEGAL DOMICILE INCLUDES NEW YORK AND MICHIGAN | ExplanationTxt |
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