PARTNERS IN CARE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN CARE INC (EIN 93-0756143)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-13
- IRS object ID
- 201722569349301327
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-13T16:02:28-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201592634 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SGA CPAS & CONSULTANTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 SW UPPER TERRACE DR | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | 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 | 930756143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS IN CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 5413825882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 NE WYATT CT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC ALEXANDER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5413221287 | PhoneNum |
| Signature | 2017-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA M BARTLETT | PreparerPersonNm |
| PTIN | P00273868 | PTIN |
| Phone | 5413887888 | PhoneNum |
| Preparation | 2017-09-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B4E73AF6969304B1F8E9A69DA6A3709B740F044D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE4B9825861F53909320EF3DAB28EE7B3CE49211 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC ALEXANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 NR WYATT COURT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,399,161 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PARTNERSBEND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PARTNERS IN CARE IS AN INTEGRATED AND COMPREHENSIVE END OF LIFE SERVICES ORGANIZATION SERVING THE CENTRAL OREGON REGION WITH HOME HEALTH CARE; IN- HOME HOSPICE CARE; IN-PATIENT HOSPICE CARE IN HOSPICE HOUSE; AND TRANSITIONS AND PALLIATIVE CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 202 | TotalEmployeeCnt |
| Total Volunteers | 129 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $658,885 | PYContributionsGrantsAmt |
| CY Contributions Grants | $349,911 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,266,317 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,906,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $232,296 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,140 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,971 | PYOtherRevenueAmt |
| CY Other Revenue | $950 | CYOtherRevenueAmt |
| PY Total Revenue | $18,161,469 | PYTotalRevenueAmt |
| CY Total Revenue | $19,479,593 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,849,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,203,530 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,214 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,818,062 | PYOtherExpensesAmt |
| CY Other Expenses | $4,340,289 | CYOtherExpensesAmt |
| PY Total Expenses | $16,667,706 | PYTotalExpensesAmt |
| CY Total Expenses | $17,543,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,493,763 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,935,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,881,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,878,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,130,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,179,536 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,750,619 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,699,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PARTNERS IN CARE'S MISSION IS TO PROVIDE END OF LIFE CARE THAT HONORS THE DIGNITY AND NEEDS OF INDIVIDUALS AND FAMILIES AND SUSTAINS AN ORGANIZATION THAT ENRICHES THE LIVES OF PATIENTS, FAMILIES, ITS TEAMS AND ITS REGIONAL COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,692,364 | ExpenseAmt |
| Revenue | $18,906,592 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED HOME AND INPATIENT HOSPICE CARE, PALLIATIVE CARE VISITS, HOME HEALTH CARE, OUTPATIENT THERAPY VISITS, AND TRANSITIONAL CARE FOR THE CENTRAL OREGON REGION. THE ORGANIZATION SERVED OVER 1,005 HOSPICE PATIENTS AT THE ORGANIZATION'S IN-PATIENT FACILITY, PATIENT HOMES OR IN OTHER FACILITIES. THE ORGANIZATIONS MDS AND NPS PROVIDED 500 PALLIATIVE CARE VISITS TO PATIENTS NOT ENROLLED IN EITHER HOSPICE OR HOME HEALTH. THE ORGANIZATION'S HOME HEALTH CAREGIVERS SERVED OVER 1,289 PATIENTS AND THE OUTPATIENT THERAPY PROGRAM PROVIDED 99 VISITS. THE ORGANIZATION RECEIVED 947 REFERRALS INTO THE TRANSITIONS PROGRAM, 50% OF WHOM WERE ULTIMATELY REFERRED TO PICS OTHER PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $191,074 | ExpenseAmt |
| Desc | PROVIDED ADULT AND CHILDREN'S BEREAVEMENT PROGRAMS FOR THE CENTRAL OREGON REGION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,883,438 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 |
| 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 202 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDI SCHUYLER | PersonNm |
| Phone | 5413825882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 NE WYATT COURT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUZANNE LAFKY | ||||||||
| BOARD CHAIR | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LINDA STELLE | ||||||||
| BOARD SECRET | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN KORNFELD | ||||||||
| BOARD MEMBER | Yes (X) | $5,760 | $0 | $0 | ||||
| SANDY GARNER | ||||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||||
| VIC RUSSELL | ||||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||||
| JERRY ANDRES | ||||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||||
| JASON CONGER | ||||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||||
| ERIC ALEXANDER | ||||||||
| CEO | Yes (X) | Yes (X) | $210,609 | $0 | $25,059 | 40.00 | ||
| LISA LEWIS | ||||||||
| MEDICAL DIRE | $208,789 | $0 | $25,740 | 40.00 | Yes (X) | |||
| JENNIFER BLECHMAN | ||||||||
| PALLIATIVE C | $178,918 | $0 | $27,240 | 40.00 | Yes (X) | |||
| KEN KOENIG | ||||||||
| HR DIRECTOR | $139,507 | $0 | $10,696 | 40.00 | Yes (X) | |||
| RANDI SCHUYLER | ||||||||
| CFO | Yes (X) | $135,899 | $0 | $34,696 | 40.00 | |||
| MARLENE CARLSON | ||||||||
| DEVELOPMNT & | $118,115 | $0 | $11,587 | 40.00 | Yes (X) | |||
| PATRICIA MOORE | ||||||||
| RN | $109,046 | $0 | $13,977 | 40.00 | Yes (X) | |||
| FE ANDERSON | ||||||||
| ON CALL RN | $107,259 | $0 | $10,696 | 40.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,213,902 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $159,691 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELLA TRIAGE | |||||
| 781 S MIDOTHIAN RD 314 | MUNDELIN | IL | 60060 | TRIAGE SVCS | $186,899 |
| GB2 | |||||
| 1950 NW JACK LAKE COURT | BEND | OR | 97701 | ADVERTISING | $151,028 |
| WESTON COMPUTING SERVICES | |||||
| 19795 VILLAGE OFFICE CT | BEND | OR | 97702 | COMPUTER | $108,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $349,911 | AllOtherContributionsAmt |
| Total Contributions | $349,911 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICARE, MEDICAID, PRIVATE | Desc |
| Total Revenue Column | $18,906,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,906,592 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,906,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,187 | TotalRevenueColumnAmt |
| Exclusion | $194,187 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $947,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $919,568 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,953 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,953 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,953 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $950 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $950 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,479,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,935,495 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $194,187 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,333 | TotalAmt |
| Program Services | $144,825 | ProgramServicesAmt |
| Management And General | $346,508 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,136,998 | TotalAmt |
| Program Services | $7,512,845 | ProgramServicesAmt |
| Management And General | $2,504,293 | ManagementAndGeneralAmt |
| Fundraising | $119,860 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,065 | TotalAmt |
| Program Services | $152,792 | ProgramServicesAmt |
| Management And General | $56,881 | ManagementAndGeneralAmt |
| Fundraising | $2,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,725 | TotalAmt |
| Program Services | $1,050,285 | ProgramServicesAmt |
| Management And General | $391,001 | ManagementAndGeneralAmt |
| Fundraising | $16,439 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,409 | TotalAmt |
| Program Services | $652,344 | ProgramServicesAmt |
| Management And General | $242,855 | ManagementAndGeneralAmt |
| Fundraising | $10,210 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,732 | TotalAmt |
| Management And General | $37,732 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,760 | TotalAmt |
| Management And General | $6,760 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,812 | TotalAmt |
| Management And General | $16,812 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,191 | TotalAmt |
| Program Services | $31,527 | ProgramServicesAmt |
| Management And General | $8,539 | ManagementAndGeneralAmt |
| Fundraising | $3,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,804 | TotalAmt |
| Program Services | $1,025 | ProgramServicesAmt |
| Management And General | $235,779 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,647 | TotalAmt |
| Program Services | $28,699 | ProgramServicesAmt |
| Management And General | $123,162 | ManagementAndGeneralAmt |
| Fundraising | $16,786 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,634 | TotalAmt |
| Program Services | $209,599 | ProgramServicesAmt |
| Management And General | $33,301 | ManagementAndGeneralAmt |
| Fundraising | $2,734 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,169 | TotalAmt |
| Program Services | $9,643 | ProgramServicesAmt |
| Management And General | $48,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,664 | TotalAmt |
| Program Services | $293,935 | ProgramServicesAmt |
| Management And General | $6,729 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,582 | TotalAmt |
| Program Services | $169,736 | ProgramServicesAmt |
| Management And General | $63,189 | ManagementAndGeneralAmt |
| Fundraising | $2,657 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,759 | TotalAmt |
| Program Services | $9,444 | ProgramServicesAmt |
| Management And General | $65,315 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DRUGS & BIOLOGICALS | $826,587 | $826,587 | ||
| DURABLE MEDICAL SUPPLIES | $520,886 | $520,886 | ||
| MEDICAL SERVICE FEES | $336,788 | $336,788 | ||
| CONTRACT LABOR | $278,711 | $175,351 | $98,497 | $4,863 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,563 | TotalAmt |
| Program Services | $757,127 | ProgramServicesAmt |
| Management And General | $181,288 | ManagementAndGeneralAmt |
| Fundraising | $14,148 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,543,819 | TotalAmt |
| Program Services | $12,883,438 | ProgramServicesAmt |
| Management And General | $4,467,167 | ManagementAndGeneralAmt |
| Fundraising | $193,214 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,159 | BOYAmt |
| EOY | $1,824,103 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,572 | BOYAmt |
| EOY | $1,186,929 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,071 | BOYAmt |
| EOY | $1,821,600 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,246 | BOYAmt |
| EOY | $52,412 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,497 | BOYAmt |
| EOY | $118,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,482,926 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,352,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,979 | BOYAmt |
| EOY | $3,130,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,585,233 | BOYAmt |
| EOY | $2,671,630 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,266 | BOYAmt |
| EOY | $7,417,105 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,569 | BOYAmt |
| EOY | $338,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,723 | BOYAmt |
| EOY | $317,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,315 | BOYAmt |
| EOY | $18,878,572 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,063 | BOYAmt |
| EOY | $2,148,196 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,633 | BOYAmt |
| EOY | $31,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,130,696 | BOYAmt |
| EOY | $2,179,536 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,626,208 | BOYAmt |
| EOY | $16,571,670 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,073 | BOYAmt |
| EOY | $15,500 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,338 | BOYAmt |
| EOY | $111,866 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,750,619 | BOYAmt |
| EOY | $16,699,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,315 | BOYAmt |
| EOY | $18,878,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,935,774 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,106 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,463 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $285,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $395,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $658,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $349,911 | CurrentTaxYearAmt |
| Total | $1,983,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,640,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,018,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,310,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,270,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,907,542 | CurrentTaxYearAmt |
| Total | $80,147,160 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,925,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,413,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,604,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,929,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,257,453 | CurrentTaxYearAmt |
| Total | $82,130,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $82,130,352 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,187 | CurrentTaxYearAmt |
| Total | $911,773 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,187 | CurrentTaxYearAmt |
| Total | $911,773 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,036,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,568,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,825,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,159,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,451,640 | CurrentTaxYearAmt |
| Total | $83,042,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98990 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,645 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,525 | OtherExpendituresAmt |
| Administrative Expenses | -$504 | AdministrativeExpensesAmt |
| End Year Balance | $116,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,960 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$514 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,775 | OtherExpendituresAmt |
| Administrative Expenses | -$26 | AdministrativeExpensesAmt |
| End Year Balance | $115,645 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,858 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,647 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$545 | AdministrativeExpensesAmt |
| End Year Balance | $117,960 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,460 | BeginningYearBalanceAmt |
| Contributions | $22,480 | ContributionsAmt |
| Investment Earnings Or Losses | $6,958 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$538 | OtherExpendituresAmt |
| Administrative Expenses | -$502 | AdministrativeExpensesAmt |
| End Year Balance | $115,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,203 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,664 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$407 | AdministrativeExpensesAmt |
| End Year Balance | $87,460 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,207,930 | OtherCostOrOtherBasisAmt |
| Book Value | $1,207,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,413,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $795,340 | DepreciationAmt |
| Book Value | $1,618,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $861,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $557,023 | DepreciationAmt |
| Book Value | $304,590 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,130,563 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $7,107,881 | F |
| INVESTMENT IN LA VALENCIA, LTD | $249,419 | F |
| LITMAN ENDOWMENT | $59,805 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,417,105 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,513,898 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,106 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,199 | OtherRevenueAmt |
| Revenue Not Reported | $34,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,479,593 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $19,479,593 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,559,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,803 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,803 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,543,819 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $17,543,819 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY IF AN UNCERTAIN TAX POSITION HAS BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. AREAS THAT TAXING AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS FOR TAX EXEMPT ENTITIES INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE OF UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2016. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FRIENDS OF HOSPICE INCOME 6,199 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FRIENDS OF HOSPICE EXPENSES 15,803 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| ERIC ALEXANDER | ||||
| CEO | $210,609 | $24,000 | $1,059 | $235,668 |
| LISA LEWIS | ||||
| MEDICAL DIRECTOR | $208,789 | $17,700 | $8,040 | $234,529 |
| JENNIFER BLECHMAN | ||||
| PALLIATIVE CARE COOR | $178,918 | $19,200 | $8,040 | $206,158 |
| KEN KOENIG | ||||
| HR DIRECTOR | $139,507 | $10,696 | $150,203 | |
| RANDI SCHUYLER | ||||
| CFO | $135,899 | $24,000 | $10,696 | $170,595 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS SEEKS EXTERNAL COUNSEL ON THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. IT ALSO HAS DETERMINED THE SPECIFIC OUTCOMES AND ENDS IT WISHES TO ACHIEVE THROUGH EXECUTIVE LEADERSHIP, AS WELL AS THE EXPERIENCE AND SKILLS IT WANTS IN THE TOP MANAGEMENT POSITION. CEO NEGOTIATED A COMPENSATION CONTRACT WITH THE BOARD OF DIRECTORS UPON HIRE ON 9/6/2006. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PARTNERS IN CARE'S MISSION IS TO PROVIDE END OF LIFE CARE THAT HONORS THE DIGNITY AND NEEDS OF INDIVIDUALS AND FAMILIES AND SUSTAINS AN ORGANIZATION THAT ENRICHES THE LIVES OF PATIENTS, FAMILIES, ITS TEAMS AND ITS REGIONAL COMMUNITIES. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS VISIT WITH HOSPICE PATIENTS AND FAMILIES IN THEIR HOMES, THE HOSPICE HOUSE AND CARE FACILITIES PROVIDING SUPPORT, RESPITE, AND SOCIALIZATION. VOLUNTEERS ALSO VISIT WITH COMMUNITY MEMBERS FACING A LIFE- LIMITING ILLNESS, HELPING TO CONNECT FAMILIES WITH COMMUNITY RESOURCES AND PROVIDING SUPPORT, SOCIALIZATION AND RESPITE. THEY ASSIST WITH ADMINISTRATIVE TASKS AS NEEDED. THEY ASSIST WITH PRESENTATION IN THE COMMUNITY, DISTRIBUTING FLYERS AND BROCHURES. AT TIMES THEY ASSIST WITH FUNDRAISING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION WILL DISTRIBUTE FORM 990 TO THE BOARD OF DIRECTORS IN WRITTEN FORM FOR REVIEW PRIOR TO A BOARD MEETING. AT THE BOARD MEETING THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS' PROCESS FOR CONFICT OF INTEREST REVIEW INCLUDES AN IN THE MOMENT ABILITY TO CALL OUT POTENTIAL CONFLICTS OF INTEREST DURING THE YEAR IN ADDITION TO AN ANNUAL REVIEW OF CONFICT OF INTERESTS AS A PART OF ITS COMPREHENSIVE REVIEW OF ALL BOARD POLICIES. EACH BOARD MEMBER IS FURTHER REQUIRED TO SIGN AN CONFLICT OF INTEREST FORM. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS SEEKS EXTERNAL COUNSEL ON CHIEF EXECUTIVE OFFICER COMPENSATION. IT ALSO HAS DETERMINED THE SPECIFIC OUTCOMES AND ENDS IT WISHES TO ACHIEVE THROUGH EXECUTIVE LEADERSHIP AS WELL AS THE EXPERIENCE AND SKILLS IT WANTS IN THE TOP MANAGEMENT POSITION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE HUMAN RESOURCES DIRECTOR CONDUCTS ONGIONG MARKET RESEARCH AND HAS CREATED A PAY SCALE FOR EACH POSITION IN THE ORGANIZATION. YEARLY, EACH POSITION IS EVALUATED AND PAY IS ADJUSTED WITHIN THAT PAY SCALE RANGE DEPENDING UPON PERFORMANCE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | FRIENDS OF HOSPICE INCOME 6,199 FRIENDS OF HOSPICE EXPENSE -15,803 FRIENDS OF HOSPICE BALANCE SHEET -5,859 TOTAL -15,463 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS HOME HEALTH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 NE WYATT COURT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911791260 | EIN |
| Primary Activities | PT CARE | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF HOSPICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 NE WYATT WAY | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364806858 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 509 | ExemptCodeSectionTxt |
| Public Charity Status | 12B | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |