EDWARD FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD FOUNDATION (EIN 36-3723705)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-05
- IRS object ID
- 201641269349300944
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T12:50:10-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363723705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6305273000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S WASHINGTON STREET | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vincent E Pryor | PersonNm |
| Person Title | System EVP CFO/Treasurer | PersonTitleTxt |
| Signature | 2016-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John V Woodhull | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA MEYER DAVIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S WASHINGTON STREET | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,310,028 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDWARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE HEALTHCARE NEEDS OF THE NAPERVILLE AREA AND SURROUNDING COMMUNITIES BY PROVIDING FINANCIAL SUPPORT FOR PROJECTS, PROGRAMS AND SERVICES AFFILITATED WITH EDWARD HOSPITAL and LINDEN OAKS HOSPITAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 103 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,079,741 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,962,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,033,198 | PYInvestmentIncomeAmt |
| CY Investment Income | $437,318 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$175,822 | PYOtherRevenueAmt |
| CY Other Revenue | -$219,624 | CYOtherRevenueAmt |
| PY Total Revenue | $2,937,117 | PYTotalRevenueAmt |
| CY Total Revenue | $3,180,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $480,559 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $598,072 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $44,325 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,786 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $345,494 | PYOtherExpensesAmt |
| CY Other Expenses | $370,120 | CYOtherExpensesAmt |
| PY Total Expenses | $826,053 | PYTotalExpensesAmt |
| CY Total Expenses | $1,012,517 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,111,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,167,924 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,063,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,036,718 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $380,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $450,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,682,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,586,457 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SERVE AS THE CHARITABLE FUNDRAISING ARM OF EDWARD HOSPITAL AND ITS NONPROFIT AFFILIATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $41,243 | ExpenseAmt |
| Grant | $41,243 | GrantAmt |
| Desc | THE FOUNDATION FUNDED THE CARE CENTER, A CLINIC FOR THE DIAGNOSIS, TREATMENT AND LEGAL DOCUMENTATION OF SEXUALLY ABUSED CHILDREN, THE ONLY CENTER OF ITS KIND IN THE REGION, SERVING A SIX-COUNTY AREA. THE CARE CENTER WORKS AS PART OF A CONTINUUM OF CARE WITH SOCIAL SERVICE AGENCIES AND, WORKING WITH STATE'S ATTORNEYS' OFFICES, ALSO ASSISTS IN THE SUCCESSFUL PROSECUTION OF SEXUAL PREDATORS. A TOTAL OF 68 CLIENTS WERE SERVED IN FISCAL YEAR 2015. CONSTANT RE-TRAINING IS NEEDED BECAUSE OF STAFF TURNOVER AT THESE AGENCIES. LONGER TERM OBJECTIVES INCLUDE INCREASING THE CLINIC AVAILABILITY AS CURRENTLY THERE IS ONE CLINIC DAY PER WEEK FOR APPOINTMENTS PLUS EMERGENCY ROOM VISITS. THERE WILL ALSO BE AN EXAM ROOM ADDED IN THE PLANNED REMODELING OF THE PEDIATRICS AREA AND THIS WILL BE USED AS NEEDED TO CROSS-TRAIN PEDIATRIC NURSES TO WORK WITH SEXUAL ABUSE CASES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,205 | ExpenseAmt |
| Grant | $40,205 | GrantAmt |
| Desc | THE NURSING PROFESSIONAL DEVELOPMENT FUND IS A VEHICLE FOR ADVANCING THEIR PRACTICE THROUGH ATTENDANCE AT ON-SITE PROGRAMS, OFF-SITE CONFERENCES AND SEMINARS AND IN-HOUSE EDUCATIONAL SESSIONS. WE CONTINUE TO FOCUS ON INCREASING THE NUMBER OF NURSES CERTIFIED IN THEIR AREA OF EXPERTISE. RESEARCH SUGGESTS THAT CERTIFICATION ENHANCES PATIENT CARE AND IMPROVES OUTCOMES. WITH THE NEW ILLINOIS NURSE PRACTICE ACT, OUR 1,100 EDWARD HOSPITAL NURSES ARE NOW REQUIRED TO EARN 20 CONTACT HOURS EVERY TWO YEARS FOR LICENSURE. THIS HAS INCREASED NURSE REQUESTS TO PARTICIPATE IN CONTINUING EDUCATION ACTIVITIES AND HAS ALSO INCREASED ATTENDANCE AT OUR INTERNAL PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,874 | ExpenseAmt |
| Grant | $17,874 | GrantAmt |
| Desc | THE FOUNDATION FUNDED THE ANIMAL ASSISTED THERAPY PROGRAM. THIS PROGRAM PROVIDES OPPORTUNITIES FOR MOTIVATIONAL, EDUCATIONAL, RECREATIONAL, AND/OR THERAPEUTIC BENEFITS TO ENHANCE QUALITY OF LIFE. SPECIFICALLY TRAINED PROFESSIONALS, AND/OR VOLUNTEERS IN ASSOCIATION WITH ANIMALS THAT MEET SPECIFIC CRITERIA, DELIVER ANIMAL ASSISTED THERAPY. ANIMAL ASSISTED THERAPY IS DESIGNED TO PROMOTE IMPROVEMENT IN HUMAN PHYSICAL, SOCIAL, EMOTIONAL, AND COGNITIVE FUNCTION. THIS PROGRAM HAS REACHED OVER 1,000 PATIENTS AT EDWARD HOSPITAL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $498,750 | ExpenseAmt |
| Grant | $498,750 | GrantAmt |
| Desc | OTHER ACTIVITIES RELATED TO RECEIVING DONATIONS AND DISTRIBUTING FUNDS IN ACCORDANCE WITH DONOR INTENT IN SUPPORT OF 501(C)(3) HEALTH CARE ORGANIZATIONS THAT ARE AFFILIATED WITH EDWARD-ELMHURST HEALTHCARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $498,750 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $498,750 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $598,072 | 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 | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | Yes (true) | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vince Pryor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6305273000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 South Washington Street | AddressLine1Txt |
| City | Naperville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Pamela M Davis | |||||||
| system CEO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,739,878 | $226,482 |
| Scott Berger MD | |||||||
| Chairman | 1.00 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Beyer | |||||||
| Vice-Chairman | 1.00 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mark Bidlake | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Andres Diez | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Tom Hardin | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| James A Lengemann | |||||||
| Physician | 1.00 | 39.00 | Yes (X) | $0 | $426,291 | $38,841 | |
| Gail Niermeyer | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Nancy Nyberg | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Kristie Ochampaugh | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Brian O'Leary | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Frank Slocumb | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Teresa Surges | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Bonnie Valiant | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Linda Wehrli | |||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |
| Chris J Mollet | |||||||
| System EVP, General Counsel, Secretary | 1.00 | 39.00 | Yes (X) | $0 | $580,809 | $99,572 | |
| Vincent E Pryor | |||||||
| System EVP CFO, Treasurer | 1.00 | 39.00 | Yes (X) | $0 | $818,497 | $167,880 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,565,475 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $532,775 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,098,443 | FundraisingAmt |
| All Other Contributions | $1,864,304 | AllOtherContributionsAmt |
| Noncash Contributions | $187,681 | NoncashContributionsAmt |
| Total Contributions | $2,962,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc |
|---|
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,891 | TotalRevenueColumnAmt |
| Exclusion | $142,891 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,971,352 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,676,925 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $294,427 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,427 | TotalRevenueColumnAmt |
| Exclusion | $294,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $233,038 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,098,443 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $452,662 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$219,624 | TotalRevenueColumnAmt |
| Exclusion | -$219,624 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|
| $0 | $0 |
| $0 | $0 |
| $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,180,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,694 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,072 | TotalAmt |
| Program Services | $542,072 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Program Services | $56,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,325 | TotalAmt |
| Fundraising | $44,325 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,424 | TotalAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,120 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $70,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,461 | TotalAmt |
| Fundraising | $129,461 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,897 | TotalAmt |
| Management And General | $117,897 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,104 | TotalAmt |
| Management And General | $3,104 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Dues & Subscriptions | $33,536 | $33,536 |
| Education | $5,584 | $5,584 |
| Annuity payments | $7,994 | $7,994 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,517 | TotalAmt |
| Program Services | $598,072 | ProgramServicesAmt |
| Management And General | $240,659 | ManagementAndGeneralAmt |
| Fundraising | $173,786 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,517 | BOYAmt |
| EOY | $1,482,808 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,315 | BOYAmt |
| EOY | $177,715 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,418 | BOYAmt |
| EOY | $67,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,726,213 | BOYAmt |
| EOY | $7,074,634 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,521 | BOYAmt |
| EOY | $164,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,100 | BOYAmt |
| EOY | $70,100 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,063,084 | BOYAmt |
| EOY | $9,036,718 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,915 | BOYAmt |
| EOY | $46,868 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,511 | BOYAmt |
| EOY | $403,255 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138 | BOYAmt |
| EOY | $138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,564 | BOYAmt |
| EOY | $450,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,003,777 | BOYAmt |
| EOY | $6,251,738 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311,443 | BOYAmt |
| EOY | $1,967,419 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,300 | BOYAmt |
| EOY | $367,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,682,520 | BOYAmt |
| EOY | $8,586,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,063,084 | BOYAmt |
| EOY | $9,036,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,167,924 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$263,987 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,181,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,091,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,688,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,079,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,962,747 | CurrentTaxYearAmt |
| Total | $11,003,538 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,181,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,091,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,688,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,079,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,962,747 | CurrentTaxYearAmt |
| Total | $11,003,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,225,350 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,778,188 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,891 | CurrentTaxYearAmt |
| Total | $616,633 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $232,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,038 | CurrentTaxYearAmt |
| Total | $874,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,494,204 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7826 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7587 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING EVENT REVENUE, COLUMN A - 103375.0, COLUMN B - 116083.0, COLUMN C - 189299.0, COLUMN D - 232238.0, COLUMN E - 233038.0, COLUMN F - 874033.0; | ExplanationTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $70,100 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $373,461 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,153 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,047 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $386,567 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $366,653 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $7,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $555 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $373,461 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,024 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $11,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $891 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $366,653 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $335,485 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $22,415 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,876 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $356,024 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $341,508 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $22,556 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,579 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $335,485 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | malpractice ibnr | Desc |
| Amt | $138 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $138 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,031,709 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$263,987 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $339,954 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$216,755 | OtherRevenueAmt |
| Revenue Not Reported | -$140,788 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,172,497 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,944 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,944 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,180,441 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,783,748 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $339,954 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $439,221 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $779,175 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,004,573 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,944 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,012,517 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE FOUNDATION MAINTAINS 3 PAINTINGS; 2 BY ARTIST R.W. ADDISON VALUED AT $30,100 AND ONE BY ARTIST EUGENE BOUDIN VALUED AT $40,000. THESE ARE ON PUBLIC DISPLAY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THERE ARE THREE PERMANENT ENDOWMENT FUNDS: (1) CARDIOVASCULAR - TO BE USED FOR THE EDWARD HOSPITAL CARDIOVASCULAR PROGRAM; (2) ANIMAL ASSISTED THERAPY - TO BE USED TO SUPPORT THE USE OF DOGS VISITING PATIENTS TO HELP RELIEVE STRESS AND IMPROVE HEALING TIMES; AND (3) THE BOOK SCHOLARSHIP FUND - TO HELP NURSES EDUCATIONALLY BY SUPPLEMENTING THEIR FURTHER HIGHER EDUCATIONAL EXPENSES. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Edward-Elmhurst Healthcare, Edward Hospital, Edward Health Ventures, Edward Health and Fitness Center, Edward Foundation, Naperville Psychiatric Ventures, Elmhurst Memorial Hosptial, Elmhurst Memorial Foundation, and Elmhurst Memorial Healthcare are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code on income related to their exempt purposes. Accordingly, there is no material provision for income tax for these entities. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special Events - 452662 Net Assets Released from Restriction - -669417 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Annuity Payments - 7944 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Special Events - 452662 Net Assets Released from Restriction - -13441 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Annuity Payments - 7944 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY E HANSEN | ||||||||
| 39W050 SHANNON SQUARE | GENEVA | IL | 60134 | SEE PART IV | false | $0 | $36,000 | -$36,000 |
| DAVID GOODMAN OF AUCTION RESULTS | ||||||||
| 2859 NORTH HERMITAGE AVENUE | CHICAGO | IL | 60657 | SEE PART IV | false | $366,801 | $8,325 | $358,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $366,801 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $44,325 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $322,476 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Big Gig | Event1Nm |
| Gross Receipts Event1 | $972,469 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $842,257 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $130,212 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $153,056 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $150,301 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $16,307 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,209 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf | Event2Nm |
| Gross Receipts Event2 | $359,012 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $256,186 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $102,826 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,787 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $65,406 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,748 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,848 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,331,481 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,098,443 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $233,038 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $155,843 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $215,707 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,055 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,057 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $452,662 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$219,624 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b(ii) Nancy E Hansen-Description of Activity | The primary purpose of this contract was to assist Edward Foundation administration, staff, board members and other volunteers in developing a more comprehensive major giving and planned giving program |
| Schedule G, Part I, Line 2b(ii) David Goodman of auctions results-Description of activity | AUCTION RESULTS PROVIDES EXPERT FUNDRAISING AUCTIONEER AND CONSULTING SERVICES TO MAXIMIZE THE DOLLARS ACHIEVED AT THE EDWARD FOUNDATION'S ANNUAL FUNDRAISER -- THE BIG GIG. AUCTION RESULTS PROVIDES ALL OF THE REQUIREMENTS FOR A SUCCESSFUL EVENT, INCLUDING ENGAGING A WORLD-CLASS, SOPHISTICATED BENEFIT EVENT AUCTIONEER, TRAINING AND MOTIVATING STAFF, ASSISTING IN MARKETING AND PROMOTION, DEVELOPING WINNING STRATEGIES FOR INCREASING THE EDWARD FOUNDATION'S FINANCIAL RESULTS, AND ASSISTING IN OBTAINING AUCTION SUPPORT SERVICES |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Edward Hospital | ||||||||||
| 801 S Washington Street | Naperville | IL | 60540 | 363297173 | 501(C)(3) | $345,706 | $0 | N/A | N/A | See Part IV |
| Naperville Psychiatric Ventures | ||||||||||
| 801 S Washington Street | Naperville | IL | 60540 | 363965251 | 501(C)(3) | $148,736 | $0 | N/A | N/A | SEE PART IV |
| EDWARD HEALTH VENUTRES | ||||||||||
| 801 S WASHINGTON STREET | NAPERVILLE | IL | 60540 | 581672987 | 501(C)(3) | $47,630 | $0 | N/A | N/A | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $56,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds | When awarding grants to individuals, Edward Foundation has forms that need to be completed by potential recipients. These forms include the requirements and criteria required for awards. The final process of narrowing down the list to the final candidates is based upon GPA and years of seniority. There are two grants that are given out annually: the Book Nursing Scholarship awards, which are for nurses furthering their education (20 awards at $2,000/each) and Student Volunteer awards for education (16 awards at $1,000/each). These awards are made directly to the colleges for each of the student's accounts. When awarding grants to affiliated organizations, Edward Hospital, Naperville Psychiatric Ventures d/b/a Linden Oaks Hospital, and Edward Health Ventures, all of these awards must be approved by the Executive Director of the Edward Foundation and the accounting department as to correct usage of the funds for designated purposes in the restricted accounts and approval by the Edward Foundation Board for unrestricted accounts. |
| Schedule I, Part IV GRANTS GREATER THAN $5,000 | TOTAL GRANTS TO EDWARD HOSPITAL CONSIST OF THE FOLLOWING: - $332,267 FOR SUPPORT - $13,439 KIDS CARE TOTAL GRANTS TO NAPERVILLE PSYCHIATRIC VENTURES CONSISTS OF THE FOLLOWING: - $148,736 FOR SUPPORT TOTAL GRANTS TO EDWARD HEALTH VENTURES CONSISTS OF THE FOLLOWING: - $47,630 FOR SUPPORT |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | When awarding grants to individuals, Edward Foundation has forms that need to be completed by potential recipients. These forms include the requirements and criteria required for awards. The final process of narrowing down the list to the final candidates is based upon GPA and years of seniority. There are two grants that are given out annually: the Book Nursing Scholarship awards, which are for nurses furthering their education (20 awards at $2,000/each) and Student Volunteer awards for education (16 awards at $1,000/each). These awards are made directly to the colleges for each of the student's accounts. When awarding grants to affiliated organizations, Edward Hospital, Naperville Psychiatric Ventures d/b/a Linden Oaks Hospital, and Edward Health Ventures, all of these awards must be approved by the Executive Director of the Edward Foundation and the accounting department as to correct usage of the funds for designated purposes in the restricted accounts and approval by the Edward Foundation Board for unrestricted accounts. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamela M Davis | ||||||||||||||
| system CEO | $0 | $907,435 | $0 | $740,010 | $0 | $92,433 | $0 | $213,946 | $0 | $12,536 | $0 | $1,966,360 | $0 | $0 |
| James A Lengemann | ||||||||||||||
| Physician | $0 | $236,995 | $0 | $1,500 | $0 | $187,796 | $0 | $18,342 | $0 | $20,498 | $0 | $465,132 | $0 | $0 |
| Chris J Mollet | ||||||||||||||
| System EVP, General Counsel, Secretary | $0 | $341,961 | $0 | $184,250 | $0 | $54,598 | $0 | $94,218 | $0 | $5,354 | $0 | $680,381 | $0 | $0 |
| Vincent E Pryor | ||||||||||||||
| System EVP CFO, Treasurer | $0 | $513,712 | $0 | $283,254 | $0 | $21,531 | $0 | $145,227 | $0 | $22,653 | $0 | $986,377 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | Executive compensation, including the Edward Foundation Executive Director and all officers of the system known as Edward-Elmhurst Healthcare ("Senior Management") is managed by the Edward-Elmhurst Healthcare ("EEH") Board of Trustees ("Board"), on behalf of EEH and all of its affiliates. On an annual basis, the Board reviews compensation arrangements, including the compensation award for the Edward Foundation Executive Director for the coming year. The Board conducts the review in a manner that will qualify for the rebuttable presumption of reasonableness under the Intermediate Sanction Rules of Section 4958 of the Internal Revenue Code. As for the Edward Foundation Executive Director, the Executive Director is compensated with a competitive base salary, along with an incentive plan which is reflective of EEH's market, as determined by a review of market compensation survey data. For more information about the review and determination of executive compensation, see description in Schedule O in response to Form 990, Part VI, Section B, Line 15. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | INDIVIDUALS WHO HAVE THE TITLE OF VICE PRESIDENT OR HIGHER ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); ANY ELIGIBLE PARTICIPANTS MUST BE APPROVED BY THE EDWARD-ELMHURST HEALTHCARE BOARD OF TRUSTEES. THE SERP WAS ESTABLISHED TO RECOGNIZE THE VALUABLE CONTRIBUTIONS THAT EACH OF THE PARTICIPANTS MAKES TO THE OPERATIONS OF EDWARD-ELMHURST HEALTHCARE AND TO REWARD CERTAIN EXECUTIVE EMPLOYEES FOR THEIR LONG-TERM SERVICE AND COMMITMENT TO EDWARD-ELMHURST HEALTHCARE. THE SERP IS DESIGNED TO PROVIDE A FULL RETIREMENT SUPPLEMENT TO PARTICIPANTS IF THEY REMAIN WITH EDWARD-ELMHURST HEALTHCARE UNTIL AGE 65. IN EXCHANGE FOR THIS LONG-TERM SERVICE, EDWARD-ELMHURST HEALTHCARE WANTS TO SUPPLEMENT THESE PARTICIPANTS' RETIREMENT INCOME WITH ADDITIONAL ANNUAL COMPENSATION THAT IS INVESTED IN AN ANNUITY CONTRACT; CONTRIBUTIONS VEST AFTER FIVE YEARS. THE FOLLOWING INTERESTED PERSONS RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2014; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Davis, Pamela M. -- 200,000 Mollet, Chris -- 84,018 Pryor, Vincent E. -- 134,827 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $187,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | SECURITIES-PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS |
| Schedule M, Part I, Line 33 EXPLANATION OF REVENUES NOT REPORTED | EDWARD FOUNDATION DID NOT REPORT REVENUE FOR THE AUCTION AND RAFFLE ITEMS BECAUSE THESE ITEMS WERE RECEIVED AS CONTRIBUTIONS AND IMMEDIATELY AWARDED AS AUCTION/RAFFLE PRIZES DURING FUNDRAISING EVENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 VOLUNTEERS | OUR VOLUNTEERS WORK IN A LARGE MAJORITY OF AREAS THROUGHOUT THE EDWARD-ELMHURST HEALTHCARE SYSTEM. THE RESPONSIBILITIES OF THE VOLUNTEERS VARY, DEPENDENT ON THE AREA THEY ARE VOLUNTEERING IN AND THE PROJECTS TO BE COMPLETED. VOLUNTEERS HAVE ASSISTED WITH CLERICAL WORK, DATA ENTRY, MEETING AND GREETING, FRIENDLY VISITS, ESCORTING AND PROVIDING GENERAL INFORMATION TO PATIENTS AND VISITORS. WE TRACK OUR VOLUNTEER HOURS MONTHLY. ALL OF THE VOLUNTEERS SIGN IN AND OUT EACH SHIFT AND WE COLLECT THE SIGN IN SHEETS AT THE END OF THE MONTH. THROUGHOUT THE SYSTEM, FOR THE FISCAL YEAR ENDED JUNE 30, 2015 OUR VOLUNTEERS GAVE 131,000 HOURS OF SERVICE. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 498,750 including grants of $ 498,750) OTHER ACTIVITIES RELATED TO RECEIVING DONATIONS AND DISTRIBUTING FUNDS IN ACCORDANCE WITH DONOR INTENT IN SUPPORT OF 501(C)(3) HEALTH CARE ORGANIZATIONS THAT ARE AFFILIATED WITH EDWARD-ELMHURST HEALTHCARE. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | EDWARD FOUNDATION'S SOLE CORPORATE MEMBER IS EDWARD-ELMHURST HEALTHCARE, AN ILLINOIS NOT FOR PROFIT AND 501(C)(3) TAX EXEMPT CORPORATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | EDWARD FOUNDATION'S SOLE CORPORATE MEMBER, EDWARD-ELMHURST HEALTHCARE, MAY ELECT, REMOVE AND REPLACE MEMBERS OF THE BOARD OF DIRECTORS OF EDWARD FOUNDATION. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE BOARD OF DIRECTORS OF EDWARD FOUNDATION'S CORPORATE MEMBER, EDWARD-ELMHURST HEALTHCARE ("EEH"), HAS THE FOLLOWING EXCLUSIVE POWERS OVER EDWARD FOUNDATION ("FOUNDATION"): - ELECT, REMOVE, AND REPLACE, DIRECTORS OF THE FOUNDATION. - APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION PROPOSED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. - APPROVE A PLAN OF DISSOLUTION OR LIQUIDATION OF THE FOUNDATION OR A PLAN OF MERGER OR CONSOLIDATION OF THE FOUNDATION WITH ANOTHER CORPORATION. IN ADDITION, THE FOUNDATION BOARD OF DIRECTORS MAY NOT TAKE ANY OF THE ACTIONS LISTED BELOW, WITHOUT OBTAINING THE PRIOR APPROVAL OF EEH: - ADOPT, OR PERMIT THE ADOPTION OF, ANY ANNUAL OR LONG TERM CAPITAL OR OPERATIONAL BUDGET OF THE FOUNDATION OR OF ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION; - ADOPT, OR PERMIT THE ADOPTION OF, ANY VARIANCE FROM ANY ANNUAL OR LONG TERM CAPITAL OR OPERATIONAL BUDGET OF THE FOUNDATION OR OF ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION PREVIOUSLY APPROVED BY EEH WHICH WOULD RESULT IN THE EXPENDITURE OF FUNDS EXCEEDING IN THE AGGREGATE DURING THE RELEVANT TERM OF ANY SUCH BUDGET THE GREATER OF TEN PERCENT (10%) OF THE TOTAL BUDGETED OPERATING EXPENSES OR SUCH DOLLAR LIMIT AS EEH MAY ESTABLISH BY RESOLUTION AT THE TIME IT APPROVES SUCH BUDGET; - AUTHORIZE OR PERMIT THE FOUNDATION OR ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION TO ENTER INTO ANY CONTRACT WHICH IS NOT PROVIDED FOR IN AN ANNUAL OR LONG TERM CAPITAL OR OPERATIONAL BUDGET APPROVED BY EEH WHERE THE AMOUNT INVOLVED EXCEEDS IN THE AGGREGATE ONE HUNDRED THOUSAND DOLLARS ($100,000) OR SUCH OTHER DOLLAR LIMIT AS EEH MAY ESTABLISH BY RESOLUTION AT THE TIME IT APPROVES SUCH BUDGET; - ADOPT, OR PERMIT THE ADOPTION OF, ANY NEW, OR ANY SUBSTANTIVE CHANGES TO THE STRATEGIC PLANS OF THE FOUNDATION OR OF ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION; - ADOPT, OR PERMIT THE ADOPTION OF, ANY NEW, OR ANY SUBSTANTIVE CHANGES TO THE MARKETING PLANS OF THE FOUNDATION OR OF ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION; - AUTHORIZE THE FOUNDATION OR ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION TO ENTER INTO ANY TRANSACTION PROVIDING FOR OR REQUIRING A CERTIFICATE OF NEED WHICH IS NOT PROVIDED FOR IN AN ANNUAL CAPITAL OR OPERATIONAL BUDGET APPROVED BY EEH; - ORGANIZE OR ACQUIRE, OR AUTHORIZE OR PERMIT THE ORGANIZATION OR ACQUISITION OF, ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION; - APPROVE, OR PERMIT THE APPROVAL OF, ANY LONG TERM BORROWING OF MONEY FOR CAPITAL NEEDS BY THE FOUNDATION OR BY ANY AFFILIATE OR SUBSIDIARY OF THE FOUNDATION; AND - APPROVE, OR PERMIT THE APPROVAL OF, ANY CONTRIBUTIONS, GRANTS OR LOANS TO ENTITIES OTHER THAN EEH. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A draft of the full form 990 was provided to the Edward-Elmhurst Healthcare audit committee, and was reviewed with the assistance of Crowe Horwath. Following review by the audit committee, and prior to filing, a final copy of the form 990 was then provided to the full board of trustees of the Edward Foundation, and key components of the form 990 were also reviewed. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EDWARD-ELMHURST HEALTHCARE, ON BEHALF OF ITSELF AND ALL AFFILIATES, MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL REPORTING, AND ONGOING EDUCATION. Each year, Edward-Elmhurst Healthcare conducts an annual conflict of interest review. This process involves requiring all trustees, officers, key employees, employed physicians, certain other physicians, and management level employees to complete an electronic conflict of interest questionnaire. The System Director of Internal Audit and Corporate Compliance facilitates the completion of a questionnaire by all required individuals, and if no questionnaire is completed, the matter is reported to the individual's supervisor up to and including the Board of Trustees. Disclosures made on the questionnaire are evaluated by a conflict of interest workgroup comprised of the System Director of Internal Audit and Corporate Compliance, the System Executive Vice President and Chief Financial Officer, the General Counsel, and the Deputy General Counsel. Disclosures made by trustees, officers and key employees are evaluated by the trustees, officers and key employees are evaluated by the Executive Committee of the Board of Trustees or its designee. The evaluations may result in actions being taken up to and including the development of a management plan accepted by the individual making the disclosure or termination of the disclosed relationship or conflict. In cases where an actual or potential conflict of interest is identified, the conflicted individual is educated about how they should raise this issue if they are ever in a position where their conflict may be implicated. Conflicted individuals must recuse themselves from voting, but, at the discretion of the Board, may be permitted to participate in discussion about matters in which they have an actual or apparent conflict. In addition to this annual reporting, all individuals noted above are advised that, pursuant to the conflicts policy, they are required to report to the system director of internal audit and corporate compliance any actual or potential conflicts of interest as they may arise throughout the course of the year. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Executive compensation, including the President and all officers of Edward-Elmhurst Healthcare ("Senior Management") is managed by the Edward-Elmhurst Healthcare ("EEH") Board of Trustees ("Board"), on behalf of EEH and all of its affiliates. On an annual basis, the Board reviews compensation arrangements, including the compensation award for the EDWARD FOUNDATION Executive Director for the coming year. The Board conducts the review in a manner that will qualify for the rebuttable presumption of reasonableness under the Intermediate Sanction Rules of Section 4958 of the Internal Revenue Code. To that end: - The CEO and all other members of Senior Management may participate in this review process and be present at meetings of the Board only if and to the extent necessary to answer questions and provide other information the Board needs for its analysis, assessment and deliberations, and they must otherwise recuse themselves from Board meetings during Board debate and voting on compensation arrangements. - Any Board member identified as having a conflict shall participate in the process only to the same extent as members of Senior Management. - The Board conducts the review with the assistance of an experienced and independent compensation firm, which summarizes its analysis and findings in writing to the Board. - The Board obtains and relies on current comparable market compensation data from appropriate peer organizations for each compensation component prior to making its determination. Relevant information will include compensation levels paid by similarly situated organizations, both taxable and tax-exempt, for functionally comparable positions; the availability of similar services in the geographic area served by EEH; current compensation survey compiled by an independent firm; and, where applicable, actual written offers from similar organizations competing for the services for the members of Senior Management. - The Board also adequately and promptly documents its decision. The documentation states its intention to quality for the rebuttable presumption of reasonableness; the specific terms of the compensation arrangement that were approved; the approval date; the names of the individuals present and those who voted; the specific comparability data obtained and relied upon; and an explanation as to why the approved amounts are considered reasonable if the terms of the compensation arrangement differ from the comparability data. In addition, the Board periodically reviews the Executive Compensation Plan, including the philosophy, for (a) compliance with applicable laws and regulations, and (b) alignment with EEH's mission, charitable purposes, goals and strategies. Based on the review, the Board approves any changes in one or more components of the plan or the plan philosophy that the Board considers necessary and appropriate relative to one or both of these criteria. Other individuals who are officers or key employees of EDWARD FOUNDATION, but are not a part of EEH Senior Management are compensated with a competitive base salary, along with an incentive plan, which is reflective of EEH's market as determined by a review of independently gathered market compensation survey data. At the time of hire, the salary determination is made by giving consideration to the experience pertinent to the role for which the individual is to be hired, also considered are niche skills or experience the individual brings to the organization. Supply and demand will also play a role in determining the hiring rate of pay. Based on these factors, the EEH Human Resources department, which supports EEH and all of its affiliates, will assign the key employee to an appropriate pay grade, and a rate of pay will be offered within that pay grade. On a periodic basis, the EEH Human Resources Department works with an independent third party compensation consultant to conduct a thorough market review of all positions which are not considered Senior Management. Using a variety of sources, EEH salary ranges are compared to the current market pay grade assignments, and individual rate of pay may change based on the results of this annual market review. In additional, annual merit increases may be awarded based on EEH's budget for the year. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Please see the narrative to Form 990, Part VI, Line 15a. |
| Form 990, Part VI, Line 19 Required documents available to the public | CURRENTLY, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. IF A REQUEST IS RECEIVED FOR THIS INFORMATION, IT IS FORWARDED ON TO EITHER THE LEGAL DEPARTMENT OR THE FINANCE DEPARTMENT, AND THE MATERIALS WOULD THEN BE PROVIDED TO THE REQUESTOR. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS) WEBSITE AT WWW.EMMA.MSRB.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD HOSPITAL | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363297173 | HOSPITAL | IL | 501(c)(3 | 3 | EEH | false |
| NAPERVILLE PSYCHIATRIC VENTURES | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363965251 | HOSPITAL | IL | 501(c)(3 | 3 | EHV | false |
| EDWARD HEALTH AND FITNESS CENTER | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363555528 | HEALTH CARE | IL | 501(c)(3 | 9 | EHV | false |
| EDWARD HEALTH VENTURES | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 581672987 | SUPPORTING ORG | IL | 501(c)(3 | Type II | EEH | false |
| EDWARD-ELMHURST HEALTHCARE | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363513954 | SYSTEM PARENT | IL | 501(c)(3 | Type II | NA | false |
| EDWARD AMBULANCE SERVICES LLC | ||||||||||
| 801 SOUTH WASHINGTON | NAPERVILLE | IL | 60540 | 452389060 | HEALTH CARE | IL | 501(c)(3 | 9 | EH | false |
| ELMHURST MEMORIAL HOSPITAL | ||||||||||
| 155 EBRUSH HILL ROAD | ELMHURST | IL | 60126 | 362167784 | HOSPITAL | IL | 501(c)(3 | 3 | EMHC | false |
| ELMHURST MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | 363083197 | FUNDRAISING | IL | 501(c)(3 | 7 | EMH | false |
| ELMHURST MEMORIAL HEALTHCARE | ||||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | 364037473 | SUPPORTING ORG | IL | 501(c)(3 | Type II | EEH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| EDWARD PHYSICIAN OFFICE CENTER LP | ||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363524485 | HEALTH CARE | IL | NA | N/A |
| THE CENTER FOR SURGERY LP | ||||||||
| 475 E DIEHL ROAD | NAPERVILLE | IL | 60563 | 363776424 | HEALTH CARE | IL | NA | N/A |
| ELMHURST OUTPATIENT SURGERY CENTER LLC | ||||||||
| 1200 S YORK ROAD | ELMHURST | IL | 60126 | 364150045 | HEALTH CARE | IL | NA | N/A |
| RESIDENTIAL HOME HEALTH ILLINOIS LLC | ||||||||
| 5440 CORPORATE DRIVE SUITE 400 | TROY | MI | 48098 | 270179825 | HEALTH CARE | IL | NA | N/A |
| RESIDENTIAL HOSPICE ILLINOIS LLC | ||||||||
| 5440 CORPORATE DRIVE SUITE 400 | TROY | MI | 48098 | 454745710 | HEALTH CARE | IL | NA | N/A |
| MIDWEST ENDOSCOPY LLC | ||||||||
| 1243 RICKERT DRIVE | NAPERVILLE | IL | 60540 | 208292570 | HEALTH CARE | IL | NA | N/A |
| WESTMONT SURGERY CENTER LLC DBA SALT CREEK SURGERY CENTER | ||||||||
| 530 NORTH CASS AVENUE | WESTMONT | IL | 60599 | 364419691 | HEALTH CARE | IL | 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 StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD MANAGEMENT CORPORATION | |||||||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363833311 | MANAGEMENT CORP | IL | EHV | C Corporation | false | ||||||
| ILLINOIS HEALTH PARTNERS LLC | |||||||||||||||
| 1100 W 31ST ST SUITE 400 | DOWNERS GROVE | IL | 60515 | 900744712 | HEALTH CARE | IL | EEH | C Corporation | false | ||||||
| ELMHURST MEMORIAL HEALTH TECHNOLOGIES LLC | |||||||||||||||
| 855 NORTH CHURCH COURT | ELMHURST | IL | 60126 | 363229839 | PRATICE MANAGEMENT | IL | EMHC | C Corporation | false | ||||||
| EEH SPC - SEGREGATED PORTFOLIO A | |||||||||||||||
| INSURANCE | EEH | C Corporation | false | GOVERNORS SQUARE BLDG 4 FLOOR 2 | LIME TREE BAY | GRAND CAYMAN | CJ | KY11002 | CJ | ||||||
| EEH SPC - SEGREGATED PORTFOLIO B | |||||||||||||||
| 981185160 | INSURANCE | EEH | C Corporation | false | GOVERNORS SQUARE BLDG 4 FLOOR 2 | LIME TREE BAY | GRAND CAYMAN | CJ | KY11002 | CJ | |||||
| ELMHURST PHYSICIAN HOSPITAL ORGANIZATION LLC | |||||||||||||||
| 855 N CHURCH COURT | ELMHURST | IL | 60126 | 363994179 | HEALTH CARE | IL | EMH | C Corporation | 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 | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments