ST VINCENTS FOUNDATION OF ALABAMA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST VINCENTS FOUNDATION OF ALABAMA INC (EIN 63-0868066)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201501359349303015
- Schema version
- 2013v4.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:55:22-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630868066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Vincent's Foundation of Alabama Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STVI | BusinessNameControlTxt |
| Phone | 2058386151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Medical Park East Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35235 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Cauble | PersonNm |
| Person Title | EVP/CFO-STVHS | PersonTitleTxt |
| Phone | 2058386151 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Neeysa Biddle | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Medical Park East Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,975,693 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stvhs.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To administer charitable contributions for St. Vincent's Health System. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,453,876 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,721,647 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $583,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,088,467 | CYInvestmentIncomeAmt |
| PY Other Revenue | $120,679 | PYOtherRevenueAmt |
| CY Other Revenue | $172,777 | CYOtherRevenueAmt |
| PY Total Revenue | $5,158,123 | PYTotalRevenueAmt |
| CY Total Revenue | $2,982,891 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,881,066 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,041,837 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $868,548 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $511,590 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,354 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $301,623 | PYOtherExpensesAmt |
| CY Other Expenses | $406,921 | CYOtherExpensesAmt |
| PY Total Expenses | $3,051,237 | PYTotalExpensesAmt |
| CY Total Expenses | $7,960,348 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,106,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,977,457 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,172,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,520,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,644,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,283,165 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,527,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,237,757 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Foundation's mission is to support the charitable works for the Daughters of Charity in Alabama through St. Vincent's Health System and related subsidiaries. The Foundation is independently charged with acquiring philanthropic resources to support programs benefiting patients and families served by St. Vincent's Health System and related subsidiaries. The Foundation is responsible for encouraging gifts from individuals, foundations, organizations and the business community. The Foundation is related (through St. Vincent's Health System) to Ascension Health's other sponsored organizaions through common control. Substantially all expenses of Ascension Health are related to providing healthcare services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $6,044,735 | ExpenseAmt |
| Grant | $6,044,735 | GrantAmt |
| Desc | Capital and operational funding for St. Vincent's Birmingham. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $502,188 | ExpenseAmt |
| Grant | $502,188 | GrantAmt |
| Desc | Capital and operational funding for St. Vincent's East. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $175,784 | ExpenseAmt |
| Grant | $175,784 | GrantAmt |
| Desc | Capital and operational funding for St. Vincent's Health System. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $988,150 | ExpenseAmt |
| Grant | $319,130 | GrantAmt |
| Desc | St. Vincent's Foundation of Alabama, Inc. supports various programs, education, purchase of equipment and technology, capital expansion, and addresses the special needs of patients and families of St. Vincent's Birmingham. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $988,150 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $319,130 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,710,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Cauble | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059397079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 St Vincents Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Russell W Chambliss | |||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Virgina A Vinson | |||||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Doran Jr | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Hardin | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harold Apolinsky | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bob Baker | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Merrill N Bradley Jr | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin Brill | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack Carter MD | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Chapman | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Clenney | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane Cole | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Drew Cundiff | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gilbert F Douglas IV DO | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marco Gonzalez | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Hackney | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Hoyle | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Jackson | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sonya King | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Connie McCallum | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Reginald Murchison | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dorothy Pak | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John A Pettry | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Henry B Ray Jr | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul P Salter III MD | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Darren R Smith | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hubert G Taylor | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael E Turnbough | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George P West | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lyda White | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John D O'Neil | |||||||||
| CEO, STVHS | 1.00 | 49.00 | Yes (X) | $0 | $1,594,492 | $74,348 | Yes (X) | ||
| Wayne Carmello-Harper | |||||||||
| Interim SVP Mission & Philosophy | 1.00 | 49.00 | $0 | $281,727 | $22,059 | Yes (X) | |||
| Craig A Bardell | |||||||||
| Dir. Plan Giving & Major Gifts | 50.00 | 0.00 | $122,275 | $0 | $20,757 | Yes (X) | |||
| Jeffrey S Powell | |||||||||
| Adm. Dir. of Development Ft. Acc. | 50.00 | 0.00 | $105,913 | $0 | $15,641 | Yes (X) | |||
| William M Moran | |||||||||
| Former SVP, Philanthropy | 50.00 | 0.00 | $166,473 | $0 | $18,232 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $394,661 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,876,219 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $96,858 | FundraisingAmt |
| All Other Contributions | $1,624,789 | AllOtherContributionsAmt |
| Total Contributions | $1,721,647 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $330,092 | TotalRevenueColumnAmt |
| Exclusion | $330,092 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,745 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,806 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,939 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,939 | TotalRevenueColumnAmt |
| Exclusion | $49,939 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,554,673 | SecuritiesAmt |
| Other | $39,524 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,798,822 | SecuritiesAmt |
| Other | $37,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $755,851 | SecuritiesAmt |
| Other | $2,524 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $758,375 | TotalRevenueColumnAmt |
| Exclusion | $758,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $93,023 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $96,858 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,659 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,636 | TotalRevenueColumnAmt |
| Exclusion | -$40,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $47,712 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,515 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,197 | TotalRevenueColumnAmt |
| Exclusion | $32,197 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Vending Income | 900099 | $59,309 | $59,309 |
| Volunteer Council Sale | 900099 | $55,543 | $55,543 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,425 | TotalRevenueColumnAmt |
| Exclusion | $16,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $131,277 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,982,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,261,244 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023,184 | TotalAmt |
| Program Services | $7,023,184 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,653 | TotalAmt |
| Program Services | $18,653 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,427 | TotalAmt |
| Program Services | $337,813 | ProgramServicesAmt |
| Management And General | $39,743 | ManagementAndGeneralAmt |
| Fundraising | $19,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,612 | TotalAmt |
| Program Services | $13,270 | ProgramServicesAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
| Fundraising | $781 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,051 | TotalAmt |
| Program Services | $51,893 | ProgramServicesAmt |
| Management And General | $6,105 | ManagementAndGeneralAmt |
| Fundraising | $3,053 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,500 | TotalAmt |
| Program Services | $31,875 | ProgramServicesAmt |
| Management And General | $3,750 | ManagementAndGeneralAmt |
| Fundraising | $1,875 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,976 | TotalAmt |
| Program Services | $38,229 | ProgramServicesAmt |
| Management And General | $4,498 | ManagementAndGeneralAmt |
| Fundraising | $2,249 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,428 | TotalAmt |
| Management And General | $131,428 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,189 | TotalAmt |
| Program Services | $20,561 | ProgramServicesAmt |
| Management And General | $2,419 | ManagementAndGeneralAmt |
| Fundraising | $1,209 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,044 | TotalAmt |
| Program Services | $11,938 | ProgramServicesAmt |
| Management And General | $1,404 | ManagementAndGeneralAmt |
| Fundraising | $702 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,782 | TotalAmt |
| Program Services | $41,465 | ProgramServicesAmt |
| Management And General | $4,878 | ManagementAndGeneralAmt |
| Fundraising | $2,439 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,429 | TotalAmt |
| Program Services | $18,215 | ProgramServicesAmt |
| Management And General | $2,143 | ManagementAndGeneralAmt |
| Fundraising | $1,071 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,150 | TotalAmt |
| Program Services | $2,678 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $157 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,993 | TotalAmt |
| Program Services | $29,744 | ProgramServicesAmt |
| Management And General | $3,499 | ManagementAndGeneralAmt |
| Fundraising | $1,750 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,520 | TotalAmt |
| Program Services | $13,192 | ProgramServicesAmt |
| Management And General | $1,552 | ManagementAndGeneralAmt |
| Fundraising | $776 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317 | TotalAmt |
| Program Services | $269 | ProgramServicesAmt |
| Management And General | $32 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Restructuring | $28,720 | $24,412 | $2,872 | $1,436 |
| Misc. Op. Exp. | $22,136 | $18,815 | $2,214 | $1,107 |
| Taxes and Licenses | $7,298 | $6,203 | $730 | $365 |
| Uniforms | $2,026 | $1,722 | $203 | $101 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,913 | TotalAmt |
| Program Services | $6,726 | ProgramServicesAmt |
| Management And General | $791 | ManagementAndGeneralAmt |
| Fundraising | $396 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,960,348 | TotalAmt |
| Program Services | $7,710,857 | ProgramServicesAmt |
| Management And General | $210,137 | ManagementAndGeneralAmt |
| Fundraising | $39,354 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,465 | BOYAmt |
| EOY | $1,620,642 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,220,767 | BOYAmt |
| EOY | $3,222,205 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,385,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $370,108 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,448 | BOYAmt |
| EOY | $1,014,928 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,699,698 | BOYAmt |
| EOY | $15,615,669 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,740 | BOYAmt |
| EOY | $2,040,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,172,118 | BOYAmt |
| EOY | $23,520,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,474 | BOYAmt |
| EOY | $24,568 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550,189 | BOYAmt |
| EOY | $6,258,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,663 | BOYAmt |
| EOY | $6,283,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,784,698 | BOYAmt |
| EOY | $5,244,142 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,309,427 | BOYAmt |
| EOY | $10,506,371 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,433,330 | BOYAmt |
| EOY | $1,487,244 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,527,455 | BOYAmt |
| EOY | $17,237,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,172,118 | BOYAmt |
| EOY | $23,520,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,977,457 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,262,243 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $425,516 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,825,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,273,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,031,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,453,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,721,647 | CurrentTaxYearAmt |
| Total | $14,305,559 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,825,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,273,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,031,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,453,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,721,647 | CurrentTaxYearAmt |
| Total | $14,305,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,531,691 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,773,868 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $457,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,784 | CurrentTaxYearAmt |
| Total | $1,911,035 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $81,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,753 | CurrentTaxYearAmt |
| Total | $209,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,426,565 | TotalSupportAmt |
| Public Support CY170 | 0.65590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II: | FormAndLineReferenceDesc |
| Explanation | Amounts in Schedule A, Section B, Line 10 include Vending Income and Volunteer Council Sales, along with other miscellaneous items as noted on Form 990, Part VIII, Line 11. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,433,328 | BeginningYearBalanceAmt |
| Contributions | $1,377 | ContributionsAmt |
| Investment Earnings Or Losses | $52,539 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,487,244 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,374,638 | BeginningYearBalanceAmt |
| Contributions | $20,101 | ContributionsAmt |
| Investment Earnings Or Losses | $38,589 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,433,328 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $762,152 | BeginningYearBalanceAmt |
| Contributions | $612,486 | ContributionsAmt |
| End Year Balance | $1,374,638 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $764,563 | BeginningYearBalanceAmt |
| Contributions | -$2,411 | ContributionsAmt |
| End Year Balance | $762,152 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $669,150 | BeginningYearBalanceAmt |
| Contributions | $95,413 | ContributionsAmt |
| End Year Balance | $764,563 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $568,272 | OtherCostOrOtherBasisAmt |
| Book Value | $568,272 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $532,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,093 | DepreciationAmt |
| Book Value | $440,492 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,015 | DepreciationAmt |
| Book Value | $6,164 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,014,928 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. Government Obligations | $883,335 | F |
| Corporate Obligations | $380,785 | F |
| Equity Securities | $14,351,549 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,615,669 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Planned Giving | $186,601 |
| Charitable Remainder Trust | $1,846,570 |
| Rent Receivable | $7,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,040,296 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany Payables | $5,740,886 |
| Annuities Payables | $517,295 |
| Taxes Payables | $416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,258,597 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,278,961 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,262,243 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $156,980 | OtherRevenueAmt |
| Revenue Not Reported | $1,419,223 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,859,738 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $123,153 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $123,153 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,982,891 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,933,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $156,980 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $156,980 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,776,914 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $123,153 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $60,281 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $183,434 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,960,348 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The investment earnings on endowment funds are used for awards and scholarships, as well as support for several programs for St. Vincent's Health System. The temporary restricted portion of the endowment funds on the audited financial statements is the investment income earned on the permanent endowments utilized for expenditures based on the donor documents. |
| Part X, Line 2: | The Foundation is a not-for-profit organization that is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Therefore, no provision for federal income taxes has been made in the accompanying financial statements. The Foundation has also been classified as an entity that is not a private foundation within the meaning of Section 509(a) and qualifies for deductible contributions as provided in Section 170(b)(1)(A)(VI) of the Internal Revenue Code. In June 2006, the FASB issued Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48), which clarifies the accounting for uncertainty in income tax positions recognized in the financial statements in accordance with FASB Statement No. 109, Accounting for Income Taxes. FIN 48 prescribes a recognition threshold and measurement of a tax position taken or expected to be taken in a tax return. Effective June 30, 2009, the Foundation adopted FIN 48. The adoption of FIN 48 did not have a material impact on the Foundation's consolidated financial position or results of operation. FIN 48 and FASB 109 were incorporated into FASB Accounting Standards Codification (ASC) 740. The Foundation's income tax filings are subject to audit by various taxing authorities (after 2009 for federal and state). |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 7,806. Cost of Goods Sold 15,515. Fundraising Expenses 133,659. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 7,806. Cost of Goods Sold 15,515. Fundraising Expenses 133,659. |
| Part XII, Line 4b - Other Adjustments: | Transfers to Affliates 60,281. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf | NameOfEvent1Amt |
| Gross Receipts Event1 | $120,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $96,858 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,392 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $32,689 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $219 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Gala | NameOfEvent2Amt |
| Gross Receipts Event2 | $44,428 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $44,428 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $33,467 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $1,150 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,752 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,203 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $25,203 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $52,382 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $189,881 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $96,858 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $93,023 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $66,156 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $1,150 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,353 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,659 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,636 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| St Vincent's Birmingham | |||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630288864 | 501(c)(3) | $6,044,735 | Capital and Operations Funding |
| Vincentian Ventures of North Alabama Inc | |||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630965456 | N/A | $53,245 | Capital and Operations Funding |
| St Vincent's Health System | |||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630931008 | 501(c)(3) | $175,784 | Capital and Operations Funding |
| St Vincent's East | |||||||
| 50 Medical Park Drive East | Birmingham | AL | 35235 | 630578923 | 501(c)(3) | $502,188 | Capital and Operations Funding |
| Saint Thomas Health Foundations | |||||||
| 566 Mainstream Drive Suite 150 | Nashville | TN | 37228 | 581663055 | 501(c)(3) | $15,000 | Dispensary of Hope |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Allocations Committee is comprised of members of the St. Vincent's Foundation Board of Directors. The Committee meets quarterly to review and fund grant submissions within the Health Ministry and external agencies. External agencies requesting support must demonstrate a relationship and cooperative arrangement for the funded project to be considered. The fiscal year budget determines the availability of funding for various programs and projects. The program or agency is notified if the request is approved, tabled, or declined. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John D O'Neil | ||||||||||||||
| CEO, STVHS | $0 | $585,361 | $0 | $664,442 | $0 | $344,689 | $0 | $49,800 | $0 | $24,548 | $0 | $1,668,840 | $0 | $321,384 |
| Wayne Carmello-Harper | ||||||||||||||
| Interim SVP Mission & Philosophy | $0 | $256,881 | $0 | $19,990 | $0 | $4,856 | $0 | $7,218 | $0 | $14,841 | $0 | $303,786 | $0 | $0 |
| William M Moran | ||||||||||||||
| Former SVP, Philanthropy | $117,701 | $0 | $25,203 | $0 | $23,569 | $0 | $4,082 | $0 | $14,150 | $0 | $184,705 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | St. Vincent's Health System, a related organization of St. Vincent's Foundation of Alabama, Inc. uses the following to establish the compensation of the organization's CEO: -Compensation Committee -Independent Compensation Consultant -Compensation Survey or Study -Approval by the Board or Compensation Committee |
| Part I, Line 4b | Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the Organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. A related organization that paid the salaries of the individuals listed in Schedule J, Part II, paid out of the supplemental nonqualified retirement plan in the amount as noted: John D. O'Neil - $321,384 Part II: Description of Compensation: Executive compensation, in keeping with Ascension Health's philosophy, is in line with the national average. Compensation may include short or long term incentive pay, deferred compensation, PTO (vacation/holiday) converted to cash, etc. The retirement and/or departure of several executives with long tenures, some more than 30 years, represents significant increases in usual compensation for these individuals. Executives whose positions were eliminated or who left during the year similarly received compensation they elected to defer compensation and other benefits payouts. The departure of long-time associate and CEO Curtis James resulted in significant expenses related to compensation he elected to defer during his more than three decades with the Organization, as well as long/short term incentives, PTO (vacation/holiday) converted to cash, and other compensation. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | St. Vincent's Foundation of Alabama program services change from year to year based on the needs of St. Vincent's Health System or its affiliates. |
| Form 990, Part VI, Section A, line 2 | Many of the persons listed on Part VII have a "business relationship" with each other by virtue of employment at St. Vincent's Health System related entities. |
| Form 990, Part VI, Section A, line 6 | St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System. |
| Form 990, Part VI, Section A, line 7a | St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System, who has the ability to elect members of the governing body of St. Vincent's Foundation of Alabama, Inc. |
| Form 990, Part VI, Section A, line 7b | All decisions that have a material impact to St. Vincent's Foundation of Alabama, Inc. financial information or corporation as a whole are subject to approval by its sole corporate member, St. Vincent's Health System. |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form to the Board, or designated committee, to review. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer Board Members' questions. |
| Form 990, Part VI, Section B, line 12c | The Organization regularly and consistently monitors and enforces compliance with the Conflict of Interest Policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer, and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the Policy, has agreed to comply with the Policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt status. |
| Form 990, Part VI, Section B, line 15 | In determining compensation of the Organization's CEO, the process, performed by Ascension Health, a related organization of St. Vincent's Health System, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to other individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the Committee minutes. The individual was not present when his compensation was decided. In determining compensation of other officers or key employees of the Organization, the process performed by St. Vincent's Health System, a related organization, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Audit Committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the Organization were compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individuals were not present when their compensation was decided. |
| Form 990, Part VI, Section C, line 19 | The Organization will provide any documents open to public inspection upon written request. |
| Form 990, Part XI, line 9: | Transfers from Affliates 425,516. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| MCS LLC | |||||||||
| 810 St Vincents Drive | Birmingham | AL | 35235 | 260649586 | Rental property | AL | $57,745 | $285,715 | St Vincent's Foundation of Alabama Inc |
| St Vincent's Volunteer Council LLC | |||||||||
| 810 St Vincents Drive | Birmingham | AL | 35235 | 461494622 | Volunteer Services | AL | $30,956 | $360,777 | St Vincent's Foundation of Alabama Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health Alliance | |||||||||||
| PO Box 45998 | St Louis | MO | 631455998 | 453358926 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | N/A | 0 | |
| Ascension Health | |||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | 0 | Ascension Health Alliance | |
| St Vincent's Health System | |||||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630931008 | Health System Parent | AL | Section 501(c)(3) | Schedule A, Line 11c | 0 | Ascension Health | |
| St Vincent's Birmingham | |||||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630288864 | Hospital | AL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | St Vincent's Health System | |
| St Vincent's Blount | |||||||||||
| 150 Gilbreath Drive | Oneonta | AL | 35212 | 630909073 | Hospital | AL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | St Vincent's Health System | |
| St Vincent's East | |||||||||||
| 50 Medical Park East Drive | Birmingham | AL | 35235 | 630578923 | Hospital | AL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | St Vincent's Health System | |
| American Sports Medicine Institute | |||||||||||
| 2660 10th Avenue South No 505 | Birmingham | AL | 35205 | 630952490 | Sports Medicine | AL | Section 501(c)(3) | Schedule A, Line 7 | Yes (1) | St Vincent's Birmingham | |
| Universal Health Services | |||||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630932323 | Physician Group | AL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | St Vincent's Health System | |
| Seton Property Corporation of North Alabama | |||||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 237326976 | Real Estate | AL | Section 501(c)(2) | N/A | Yes (1) | St Vincent's Health System | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| St Vincent's Outpatient Surgery Services LLC | |||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 200708162 | Outpatient Surgery | AL | N/A |
| St Vincent's Sleep Disorder | |||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 631282288 | Sleep Disorder Clinic | AL | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Vincentian Ventures of North Alabama Inc | |||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630965456 | Misc Healthcare Services | AL | N/A | C | 0 |
| Ascension Ventures Corporation | |||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 631217059 | Misc Healthcare Services | AL | N/A | C | 0 |
| Eastside Ventures Inc | |||||||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | 630846221 | Misc Healthcare Services | AL | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St Vincent's Birmingham | ||
| B | $6,044,735 | Journal Entry Transaction |
| Vincentian Ventures of North Alabama Inc | ||
| B | $53,245 | Journal Entry Transaction |
| St Vincent's Health System | ||
| B | $175,784 | Journal Entry Transaction |
| St Vincent's East | ||
| B | $502,188 | Journal Entry Transaction |
| St Vincent's Health System | ||
| Q | $3,299,735 | Actual Amount Transferred |
Comments