NORTHWELL HEALTH FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NORTHWELL HEALTH FOUNDATION (EIN 11-2965575)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201533179349304143
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T11:49:59-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112965575EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH SHORE-LONG ISLAND JEWISHBusinessNameLine1Txt
Business Name Line2HEALTH SYSTEM FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% NORTH SHORE-LIJ HEALTH SYSTEInCareOfNm
Business Name ControlNORTBusinessNameControlTxt
Phone5164658339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1972 BRUSH HOLLOW ROAD 5TH FLOORAddressLine1Txt
CityWESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11590ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT S SHAPIROPersonNm
Person TitleEXEC VP & CFOPersonTitleTxt
Signature2015-10-30SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL J DOWLINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1145 COMMUNITY DRIVEAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$166,779,217GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNORTHSHORELIJ.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionFOUNDATION'S MISSION IS TO SOLICIT, RECEIVE AND ADMINISTER FUNDS TO BE USED FOR MAJOR MODERNIZATION AND OTHER HEALTH CARE RELATED SERVICES FOR THE SYSTEM.ActivityOrMissionDesc
Voting Members Governing Body118VotingMembersGoverningBodyCnt
Voting Members Independent108VotingMembersIndependentCnt
Total Employee79TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$62,765,761PYContributionsGrantsAmt
CY Contributions Grants$66,507,341CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,315,457PYInvestmentIncomeAmt
CY Investment Income$2,628,737CYInvestmentIncomeAmt
PY Other Revenue-$2,831,414PYOtherRevenueAmt
CY Other Revenue-$1,245,537CYOtherRevenueAmt
PY Total Revenue$63,249,804PYTotalRevenueAmt
CY Total Revenue$67,890,541CYTotalRevenueAmt
PY Grants And Similar Paid$68,135,697PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$55,143,891CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,752,456PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,883,710CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$106,400PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$70,179CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,338,099CYTotalFundraisingExpenseAmt
PY Other Expenses$2,733,189PYOtherExpensesAmt
CY Other Expenses$5,886,153CYOtherExpensesAmt
PY Total Expenses$81,727,742PYTotalExpensesAmt
CY Total Expenses$71,983,933CYTotalExpensesAmt
PY Revenues Less Expenses-$18,477,938PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,093,392CYRevenuesLessExpensesAmt
Total Assets BOY$238,392,976TotalAssetsBOYAmt
Total Assets EOY$234,949,461TotalAssetsEOYAmt
Total Liabilities BOY$11,718,359TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,072,587TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$226,674,617NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$223,876,874NetAssetsOrFundBalancesEOYAmt
MissionNORTH SHORE LIJ HEALTH SYSTEM FOUNDATION INC. IS DEDICATED TOWARD HELPING DONORS, PATIENTS, AND LEADERS LINK THEIR VISION AND PHILANTHROPIC SUPPORT TOWARD HELPING THE UNDERSERVED AND UNINSURED, ADVANCING THE LATEST FRONTIERS IN MEDICAL TECHNOLOGY AND RESEARCH, OR PROVIDING CRITICAL FINANCIAL SUPPORT FOR NEW FACILITIES AND PROGRAMS WITHIN THE NORTH SHORE LIJ HEALTH SYSTEM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$55,143,891ExpenseAmt
Grant$55,143,891GrantAmt
Revenue$66,507,341RevenueAmt
DescThe Foundation raises funds for the expansion, modernization, and medical care for the affiliated health care organizations within the North Shore-Long Island Jewish Health System.Desc
Total Program Service Expenses$55,143,891TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document62IRPDocumentCnt
IRP Document W2 G20IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee79EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members118GoverningBodyVotingMembersCnt
Independent Voting Member108IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNORTH SHORE-LIJ HEALTH SYSTEPersonNm
Phone5168766061PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1972 BRUSH HOLLOW ROADAddressLine1Txt
CityWESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11590ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL J DOWLING
PRESIDENT & CEO0.050.0Yes (X)$0$9,627,815$477,742
RALPH NAPPI
EV CHAIR50.00.0Yes (X)$857,296$0$43,700Yes (X)
RICHARD D GOLDSTEIN
SR VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
WILLIAM L MACK
CO-CHAIRMAN0.03.0Yes (X)$0$0$0Yes (X)
ALAN I GREENE
TREASURER0.02.0Yes (X)$0$0$0Yes (X)
DONALD ZUCKER
SR VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
ROBERT D ROSENTHAL
VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
ROGER A BLUMENCRANZ
SECRETARY0.02.0Yes (X)$0$0$0Yes (X)
ROY J ZUCKERBERG
SR VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
LLOYD M GOLDMAN
VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
BARRY RUBENSTEIN
VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
KEVIN F LAWLOR
TRUSTEE & PRES/CEO HUNT HOSP0.050.0Yes (X)$0$700,935$43,700
NON-COMPENSATED TRUSTEES
SEE SCHEDULE O0.02.0Yes (X)$0$0$0
SAUL KATZ
SR VICE CHAIRMAN0.02.0Yes (X)$0$0$0Yes (X)
MARK CLASTER
CO-CHAIRMAN0.03.0Yes (X)$0$0$0Yes (X)
ROBERT S SHAPIRO
EVP, CHIEF FINANCIAL OFFICER0.050.0$0$1,193,192$294,070Yes (X)
HARRY GINDI
ASSISTANT SECRETARY0.050.0$0$313,880$43,700Yes (X)
LAURA PEABODY
SVP, CHIEF LEGAL COUNSEL0.050.0$0$919,339$185,412Yes (X)
ANDREW SCHULZ
SVP, GENERAL COUNSEL0.050.0$0$683,675$43,700Yes (X)
BRIAN LALLY
SVP, CHF DEVELOPMENT OFFICER50.00.0$585,837$0$43,700Yes (X)
CECELIA FULLAM
SR VP NSLIJ FOUNDATION50.00.0$428,358$0$43,700Yes (X)
ROBERT CASTANO
VP DEVELOPMENT50.00.0$314,246$0$43,700Yes (X)
ROBERT LANE
VP, DEVELOPMENT50.00.0$295,614$0$43,700Yes (X)
ANDREA DOWD
VP DEVELOPMENT50.00.0$314,799$0$43,700Yes (X)
SOUZAN HANNA
VP, FOUNDATION OPS50.00.0$270,372$0$43,700Yes (X)
KEVIN DWYER
SR VP NSLIJ FOUNDATION0.00.0$504,636$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,571,158TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$13,438,836TotReportableCompRltdOrgAmt
Total Other Compensation$1,394,224TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SHADOWBOX DESIGN MANAGEMENT
1 D ENTERPRISE PLACEHICKSVILLENY11801GRAPHIC DESIGNER$265,362
MCVICKER HIGGINBOTHAM INC
43 34 32ND PLACELONG ISLAND CITYNY11101DIRECT MARKETING$224,265
CREST HOLLOW COUNTRY CLUB
8325 JERICHO TPKEWOODBURYNY11797CATERING$146,385
PENTERA INC
8650 COMMERCE PARK PLACEINDIANAPOLISIN46268MARKETING CONSULTING$121,880
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$4,639,486FundraisingAmt
All Other Contributions$61,867,855AllOtherContributionsAmt
Noncash Contributions$1,050,855NoncashContributionsAmt
Total Contributions$66,507,341TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$995,811TotalRevenueColumnAmt
Exclusion$995,811ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$21,750RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$21,750RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,750TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$97,902,993SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$96,270,067SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,632,926SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,632,926TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,351,322FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,639,486ContriRptFundraisingEventAmt
Fundraising Direct Expenses$2,618,609FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,267,287TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,890,541TotalRevenueColumnAmt
Exclusion$995,811ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$55,143,891TotalAmt
Program Services$55,143,891ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,443,133TotalAmt
Management And General$431,092ManagementAndGeneralAmt
Fundraising$1,012,041FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,436,863TotalAmt
Management And General$2,221,536ManagementAndGeneralAmt
Fundraising$5,215,327FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$426,926TotalAmt
Management And General$127,531ManagementAndGeneralAmt
Fundraising$299,395FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,113,945TotalAmt
Management And General$332,757ManagementAndGeneralAmt
Fundraising$781,188FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$462,843TotalAmt
Management And General$138,260ManagementAndGeneralAmt
Fundraising$324,583FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$376,701TotalAmt
Management And General$112,528ManagementAndGeneralAmt
Fundraising$264,173FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$70,179TotalAmt
Fundraising$70,179FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$234,864TotalAmt
Management And General$70,158ManagementAndGeneralAmt
Fundraising$164,706FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,977TotalAmt
Management And General$6,266ManagementAndGeneralAmt
Fundraising$14,711FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,022,511TotalAmt
Management And General$305,444ManagementAndGeneralAmt
Fundraising$717,067FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$279,597TotalAmt
Management And General$83,521ManagementAndGeneralAmt
Fundraising$196,076FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$196,659TotalAmt
Management And General$58,746ManagementAndGeneralAmt
Fundraising$137,913FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$441,372TotalAmt
Management And General$131,846ManagementAndGeneralAmt
Fundraising$309,526FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$141,286TotalAmt
Management And General$141,286ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBCRIPTIONS$109,837$32,810$77,027
OTHER PURCHASED SERVICES$1,497,193$447,241$1,049,952
CENTRALIZED ADMIN EXP$560,943$560,943
OTHER EXPENSES$1,004,213$299,978$704,235

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$71,983,933TotalAmt
Program Services$55,143,891ProgramServicesAmt
Management And General$5,501,943ManagementAndGeneralAmt
Fundraising$11,338,099FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,664,858BOYAmt
EOY$16,780,020EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$145,552,476BOYAmt
EOY$135,670,111EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$136,667EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,137,012LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$764,953LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,424,408BOYAmt
EOY$1,372,059EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,518,630BOYAmt
EOY$80,953,088EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$232,604BOYAmt
EOY$37,516EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$238,392,976BOYAmt
EOY$234,949,461EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,556,284BOYAmt
EOY$1,731,174EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,162,075BOYAmt
EOY$9,341,413EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,718,359BOYAmt
EOY$11,072,587EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,180,445BOYAmt
EOY$10,410,174EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$155,045,650BOYAmt
EOY$157,265,333EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$55,448,522BOYAmt
EOY$56,201,367EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$226,674,617BOYAmt
EOY$223,876,874EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$238,392,976BOYAmt
EOY$234,949,461EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,093,392ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$792,097NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,087,746OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,013,123CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,628,932CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,030,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,765,761CurrentTaxYearMinus1YearAmt
Current Tax Year$66,507,341CurrentTaxYearAmt
Total$425,945,757TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,013,123CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,628,932CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,030,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,765,761CurrentTaxYearMinus1YearAmt
Current Tax Year$66,507,341CurrentTaxYearAmt
Total$425,945,757TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$114,812,570SubstantialContributorsTotAmt
Public Support Total170$311,133,187PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,291,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,336,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,237,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,315,457CurrentTaxYearMinus1YearAmt
Current Tax Year$2,628,737CurrentTaxYearAmt
Total$9,809,397TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$435,755,154TotalSupportAmt
Gross Receipts Rltd Activities-$6,416,635GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71401PublicSupportCY170Pct
Public Support PY1700.69446PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,249,717BeginningYearBalanceAmt
Contributions$744,037ContributionsAmt
Investment Earnings Or Losses$1,515,078InvestmentEarningsOrLossesAmt
Other Expenditures$698,311OtherExpendituresAmt
End Year Balance$50,810,521EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,197,836BeginningYearBalanceAmt
Contributions$4,995,030ContributionsAmt
Investment Earnings Or Losses$4,709,654InvestmentEarningsOrLossesAmt
Other Expenditures$652,803OtherExpendituresAmt
End Year Balance$49,249,717EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,125,514BeginningYearBalanceAmt
Contributions$1,744,290ContributionsAmt
Investment Earnings Or Losses$3,791,355InvestmentEarningsOrLossesAmt
Other Expenditures$463,323OtherExpendituresAmt
End Year Balance$40,197,836EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,428,614BeginningYearBalanceAmt
Contributions$3,772,695ContributionsAmt
Investment Earnings Or Losses-$608,115InvestmentEarningsOrLossesAmt
Other Expenditures$467,680OtherExpendituresAmt
End Year Balance$35,125,514EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,243,877BeginningYearBalanceAmt
Contributions$4,857,889ContributionsAmt
Investment Earnings Or Losses$2,750,934InvestmentEarningsOrLossesAmt
Other Expenditures$424,086OtherExpendituresAmt
End Year Balance$32,428,614EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$89,619OtherCostOrOtherBasisAmt
Book Value$89,619BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$803,168OtherCostOrOtherBasisAmt
Depreciation$324,799DepreciationAmt
Book Value$478,369BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,227,412OtherCostOrOtherBasisAmt
Depreciation$424,175DepreciationAmt
Book Value$803,237BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,813OtherCostOrOtherBasisAmt
Depreciation$15,979DepreciationAmt
Book Value$834BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,372,059TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AFFLIATES$943,401
INSURANCE CLAIMS PAYABLE$37,516
OTHER LIABILITIES$8,360,496
FieldValueIRS element (for citing)
Total Liability$9,341,413TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$72,510,235TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$792,097NetUnrealizedGainsInvstAmt
Other Revenue$5,411,791OtherRevenueAmt
Revenue Not Reported$4,619,694RevenueNotReportedAmt
Revenue Subtotal$67,890,541RevenueSubtotalAmt
Total Revenue Per Form990$67,890,541TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,307,978TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,324,045OtherExpensesIncludedAmt
Expenses Not Reported$3,324,045ExpensesNotReportedAmt
Expenses Subtotal$71,983,933ExpensesSubtotalAmt
Total Expenses Per Form990$71,983,933TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4 - INTENDED USE OF ENDOWMENTSThere are various components that encompass the Endowment Fund. In general, their intended use is for teaching, research and training, major modernization, and purchases of equipment.
PART X, LINE 2 - FIN 48Certain entities included in the System's consolidated financial statements are taxable entities under Federal or state laws. U.S. generally accepted accounting principles require that the asset and liability method of accounting for income taxes be utilized by these organizations. Under the asset and liability method, deferred income taxes are recognized for the tax consequences of temporary differences by applying enacted statutory tax rates applicable to future years to differences between the financial statement carrying amounts and the tax basis of existing assets and liabilities. The effect on deferred taxes of a change in tax rates is recognized in income in the period of enactment. At December 31, 2014 and 2013, the System has a deferred income tax asset which has been fully offset by a related valuation allowance. A valuation allowance is provided when it is more likely than not that some portion, or all of the deferred tax asset will not be realized. Significant components of the deferred tax asset relate to the allowance for doubtful accounts receivable and net operating loss carry forwards. Certain entities have net operating loss carry forwards aggregating approximately $165,000,000, which expire in varying amounts through 2034, and are available to offset future taxable income.
PART XI, LINE 2D - REVENUE RECONCILIATIONSPECIAL EVENTS EXPENSE RECLASSED 2,618,609 INTERCOMPANY REVENUE 2,793,182 TOTAL 5,411,791
PART XII, LINE 2D - EXPENSE RECONCILIATIONSPECIAL EVENTS EXPENSE RECLASSED 2,618,609 INTERCOMPANY EXPENSE 705,436 TOTAL 3,324,045

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$11,083,146
Europe (Including Iceland and Greenland)Investments$1,647,716
FieldValueIRS element (for citing)
Subtotal Spent$12,730,862SubtotalSpentAmt
Total Spent$12,730,862TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonROBIN ROSSPersonNm
ActivityMAJOR GIFTS OFFICERActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$70,179RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$70,179TotalRetainedByContractorsAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CONCERTEvent1Nm
Gross Receipts Event1$1,498,082GrossReceiptsEvent1Amt
Charitable Contri Event1$1,256,982CharitableContriEvent1Amt
Gross Revenue Event1$241,100GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,650RentFacilityCostsEvent1Amt
Food And Beverage Event1$137,500FoodAndBeverageEvent1Amt
Entertainment Event1$359,500EntertainmentEvent1Amt
Other Direct Expenses Event1$304,736OtherDirectExpensesEvent1Amt
Event2AUTUMN BALLEvent2Nm
Gross Receipts Event2$1,407,490GrossReceiptsEvent2Amt
Charitable Contri Event2$1,242,481CharitableContriEvent2Amt
Gross Revenue Event2$165,009GrossRevenueEvent2Amt
Food And Beverage Event2$244,834FoodAndBeverageEvent2Amt
Entertainment Event2$97,000EntertainmentEvent2Amt
Other Direct Expenses Event2$260,064OtherDirectExpensesEvent2Amt
Other Events Total14OtherEventsTotalCnt
Gross Receipts Other Events$3,085,237GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,140,024CharitableContriOtherEventsAmt
Gross Revenue Other Events$945,213GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$252,168RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$358,176FoodAndBeverageOtherEventsAmt
Entertainment Other Events$64,785EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$531,196OthDirectExpnssOtherEventsAmt
Gross Receipts Total$5,990,809GrossReceiptsTotalAmt
Charitable Contributions Tot$4,639,487CharitableContributionsTotAmt
Gross Revenue Total Events$1,351,322GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$260,818RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$740,510FoodAndBeverageTotalEventsAmt
Entertainment Total Events$521,285EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,095,996OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,618,609DirectExpenseSummaryEventsAmt
Net Income Summary-$1,267,287NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LONG ISLAND JEWISH MEDICAL CENTER
972 BRUSH HOLLOW RDWESTBURYNY11590112241326501(C)(3)$15,588,259GENERAL SUPPORT
NORTH SHORE UNIVERSITY HOSPITAL
972 BRUSH HOLLOW ORDWESTBURYNY11590111562701501(C)(3)$4,657,849GENERAL SUPPORT
SOUTHSIDE HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590111667761501(C)(3)$74,246GENERAL SUPPORT
FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH
972 BRUSH HOLLOW RDWESTBURYNY11590112673595501(C)(3)$18,532,225GENERAL SUPPORT
GLEN COVE HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590111633487501(C)(3)$35,454GENERAL SUPPORT
LENOX HILL HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590131624070501(C)(3)$19,760,420GENERAL SUPPORT
NORTH SHORE-LIJ HEALTH CARE INC
972 BRUSH HOLLOW RDWESTBURYNY11590112296824501(C)(3)$72,000GENERAL SUPPORT
NSUH STERN FAMILY CECR
972 BRUSH HOLLOW RDWESTBURYNY11590237007485501(C)(3)$62,741GENERAL SUPPORT
FRANKLIN HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590113241243501(C)(3)$14,594GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGENERAL INFORMATION ON GRANTS AND ASSISTANCEFormAndLineReferenceDesc
ExplanationON A MONTHLY BASIS THE FOUNDATION DISTRIBUTES THE COLLECTIONS OF SPECIAL PURPOSY FUNDS ("SPF"), RESEARCH AND A BUDGETED AMOUNT OF SUPPORT FOR RESEARCH OPERATIONS. THE SPF IS THEN ALLOCATED TO EACH GRANT AND SPENDING OF THESE GRANTS WOULD BE BASED ON CHECK REQUESTS WITH PROPER APPROVAL. ENDOWMENT COLLECTIONS ARE DISTRIBUTED TO THE APPROPRIATE SITE AS COLLECTED AND THERE WOULD BE NO SPENDING OF THE PRINCIPAL. CAPITAL DISTRIBUTIONS ARE BASED ON SPECIFIC REQUESTS AND ARE DISTRIBUTED AFTER THE FUNDS HAVE BEEN SPENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL J DOWLING
PRESIDENT & CEO$0$1,373,402$0$1,728,000$0$6,526,413$0$456,717$0$21,025$0$10,105,557$0$5,095,760
RALPH NAPPI
EV CHAIR$673,335$0$150,000$0$33,961$0$28,600$0$15,100$0$900,996$0$0$0
ROBERT S SHAPIRO
EVP, CHIEF FINANCIAL OFFICER$0$925,430$0$236,000$0$31,762$0$278,970$0$15,100$0$1,487,262$0$0
HARRY GINDI
ASSISTANT SECRETARY$0$288,540$0$21,136$0$4,204$0$28,600$0$15,100$0$357,580$0$0
KEVIN DWYER
SR VP NSLIJ FOUNDATION$18,425$0$0$0$486,211$0$0$0$0$0$504,636$0$0$0
CECELIA FULLAM
SR VP NSLIJ FOUNDATION$368,678$0$27,885$0$31,795$0$28,600$0$15,100$0$472,058$0$0$0
ROBERT CASTANO
VP DEVELOPMENT$290,660$0$21,450$0$2,136$0$28,600$0$15,100$0$357,946$0$0$0
ROBERT LANE
VP, DEVELOPMENT$272,344$0$15,900$0$7,370$0$28,600$0$15,100$0$339,314$0$0$0
ANDREA DOWD
VP DEVELOPMENT$290,754$0$21,450$0$2,595$0$28,600$0$15,100$0$358,499$0$0$0
KEVIN F LAWLOR
TRUSTEE & PRES/CEO HUNT HOSP$0$594,131$0$57,000$0$49,804$0$28,600$0$15,100$0$744,635$0$0
LAURA PEABODY
SVP, CHIEF LEGAL COUNSEL$0$763,150$0$111,000$0$45,189$0$170,312$0$15,100$0$1,104,751$0$0
ANDREW SCHULZ
SVP, GENERAL COUNSEL$0$570,660$0$84,320$0$28,695$0$28,600$0$15,100$0$727,375$0$0
SOUZAN HANNA
VP, FOUNDATION OPS$242,913$0$16,088$0$11,371$0$28,600$0$15,100$0$314,072$0$0$0
BRIAN LALLY
SVP, CHF DEVELOPMENT OFFICER$531,863$0$30,000$0$23,974$0$28,600$0$15,100$0$629,537$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANCertain individuals participate in a Supplemental Executive Retirement Plan ("SERP") which is subject to substantial risk of complete forfeiture. Accordingly, the individual may never actually receive the unvested benefit amount and the amounts outlined herein were properly not reported in each individual's Form W-2, Box 5. These amounts are included in Schedule J, Column C for Michael J Dowling ($428,117), Robert S Shapiro ($250,370) and Laura Peabody ($141,712).
PART I, LINE 7 - BONUS AND INCENTIVE COMPENSATIONn Form 990, Part VII, Section A, line 1A, the organization may provide non-fixed payments, not described on lines 5 and 6, to certain listed persons. The organization bases such payments on many performance based factors. Payments of this type appear on Schedule J, Part I, B (ii).
PART II, COLUMN (F) - SERP PAYOUTThe amount reported in Schedule J, Part II, Column (F) includes SERP amounts which were previously reported on Form 990, Schedule J, Part II, Column (C) in prior years. In accordance with the IRS instructions, these amounts were originally reported when contributions were made to the SERP plan and are now being reported for a second time upon receipt of distribution from the SERP plan.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ROBIN ROSS
FAMILY MEMBER: JACK ROSS$70,179INDEPENDENT CONTRACTORfalse
CREST HOLLOW COUNTRY CLUB
MEMBER:RICHARD MONTI$146,385CATERINGfalse

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution33ContributionCnt
Noncash Contributions Rpt F990$1,050,855NoncashContributionsRptF990Amt
Method Of Determining RevenuesMMV Date of GiftMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceStock SalesFormAndLineReferenceDesc
ExplanationBrokereage Firms are used to sell stocks that are donatedExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION A - GOVERNING BODY, LINE 2All transactions with North Shore-LIJ Health System entities are as follows: (1) negotiated at arm's length; (2) all purchases are at fair market value; and (3) all products or services are rendered on an "as needed" basis. William Achenbaum has a business relationship with Elise Bloom and Eric and Roger Blumencranz. John Alexander has a business relationship with Laura Lauria and John Shall. Philip Altheim has a business relationship with Eric Blumencranz. Michael Ashner has a business relationship with William Mack. Frank Besignano has a business relationship with Laura Lauria. Elise Bloom has a business relationship with William Achenbaum, Leonard Feinstein and Lewis Ranieri. Eric Blumencranz has as a family relationship with Roger Blumencranz. He has a business relationship with Roger Blumencranz, William Achenbaum, Philip Altheim, Arlene Lane Fisher, Richard D. Goldstein, Lloyd Goldman, Alan Greene, Richard Horowitz, M. Allan Hyman, Jeffrey Jurick, Arthur Levine, Stuart Levine, David Mack, Bradley Marsh, Charles Merinoff, Ralph Nappi, Dennis Riese, Michael Slade, Nancy Waldbaum, Barbara Hrbek Zucker and Donald Zucker. Roger Blumencranz has a family relationship with Eric Blumencranz. He has a business relationship with Eric Blumencranz, William Achenbaum, Arlene Lane Fisher, Richard D. Goldstein, Alan Greene, Stanley Grey, Richard Horowitz, M. Allan Hyman, Jeffrey Jurick, Stuart Levine, David Mack, Bradley Marsh, Ralph Nappi, Michael Slade, Mark Solazzo, Barbara Hrbek Zucker and Donald Zucker. David Blumenfeld has a family relationship with Edward Blumenfeld. He has a business relationship with M. Allan Hyman and William Mack. Edward Blumenfeld has a family relationship with David Blumenfeld. He has a business relationship with M. Allan Hyman and William Mack. Steve Braun has a family relationship with Richard Sims. He has a business relationship with Cary Kravet. Robert Chasanoff has a business relationship with Michael Sahn. Alan Chopp has a business relationship with Patrick McDermott. Mark Claster has a business relationship with Richard Goldstein and Robert Rosenthal. Philippe Dauman has a business relationship with Thomas Dooley. Thomas Dooley has a business relationship with Philippe Dauman. (no confirm of this for this year) Leonard Feinstein has a business relationship with Elise Bloom and William Mack. Arlene Lane Fisher has a business relationship with Eric Blumencranz and Roger Blumencranz. Lloyd Goldman has a business relationship with Eric Blumencranz, Richard Goldstein and William Mack. Richard D. Goldstein has a business relationship with Roger Blumencranz, Eric Blumencranz, Mark Claster, Lloyd Goldman, William Mack and Barry Rubenstein. Joaquin Gonzalez has a business relationship with John Shall. Alan I. Greene has a business relationship with Eric Blumencranz and Roger Blumencranz. Stanley Grey has a business relationship with Roger Blumencranz. William Hiltz has a business relationship with Jeff Maurer. Gedale Horowitz has a family relationship with Richard and Seth Horowitz. Richard Horowitz has a family relationship with Gedale and Seth Horowitz. He has a business relationship with Eric Blumencranz and Roger Blumencranz. Seth Horowitz has a family relationship with Gedale and Richard Horowitz. M. Allan Hyman has a business relationship with Eric Blumencranz, Roger Blumencranz, David Blumenfeld, Edward Blumenfeld, David Katz, Michael Katz, Saul Katz, Stanely Kreitman and Donald Zucker. Jeffrey Jurick has a business relationship with Eric and Roger Blumencranz. David Katz has a family relationship with Saul Katz and Michael Katz. He has a business relationship with M. Allan Hyman, Michael Katz, Saul Katz and Seth Lipsay. Michael Katz has a family relationship with Saul Katz and David Katz. He has a business relationship with M. Allan Hyman, David Katz, Saul Katz, Curt Launer and Michael Slade. Saul Katz has a family relationship with Michael Katz and David Katz. He has a business relationship with M. Allan Hyman, David Katz, Michael Katz, Curt Launer, F.J. McCarthy and Michael Slade. Cary Kravet has a business relationship with Steve Braun. Stanley Kreitman has a business relationship with Allan Hyman. Jeffrey Lane has a business relationship with William Mack. Curt Launer has a business relationship with Michael Katz and Saul Katz. Laura Lauria has a business relationship with John Alexander and Frank Besignano. Arthur Levine has a business relationship with Eric Blumencranz. Stuart Levine has a business relationship with Eric Blumencranz and Roger Blumencranz. Seth Lipsay has a business relationship with David Katz. David Mack has a family relationship with William Mack. He has a business relationship with William Mack, Eric Blumencranz, and Roger Blumencranz. William Mack has a family relationship with David Mack. He has business relationships with David Mack, Michael Ashner, Edward and David Blumenfeld, Leonard Feinstein, Lloyd Goldman, Richard Goldstein, Jeffrey Lane, Barry Rubenstein and Roy Zuckerberg. Bradley Marsh has a family relationship with Jack Ross. He has a business relationship with Eric Blumencranz and Roger Blumencranz. Jeff Maurer has a business relationship with William Hiltz. F.J. McCarthy has a business relationship with Saul Katz, Robert Rosenthal and Emmett Walker. Patrick McDermott has a business relationship with Alan Chopp and John Shall. Charles Merinoff has a business relationship with Eric Blumencranz. Ralph Nappi has a business relationship with Eric Blumencranz and Roger Blumencranz. John J. Raggio has a family relationship with John V. Raggio. John V. Raggio has a family relationship with John J. Raggio. Lewis Ranieri has a business relationship with Elise Bloom. Dennis Riese has a business relationship with Eric Blumencranz. Robert Rosenthal has a business relationship with Mark Claster, F.J. McCarthy and Nancy Waldbaum. Jack Ross has a family relationship with Bradley Marsh. Barry Rubenstein has a business relationship with Richard Goldstein and William Mack. Michael Sahn has a business relationship with Robert Chasanoff. John Shall has a business relationship with Patrick McDermott, John Alexander, and Joaquin Gonzalez. Richard Sims has a family relationship with Steve Braun. Michael Slade has a business relationship with Eric Blumencranz and Roger Blumencranz, Saul Katz and Michael Katz. Mark Solazzo has a business relationship with Roger Blumencranz. Nancy Waldbaum has a business relationship with Eric Blumencranz and Robert Rosenthal. Emmett Walker has a business relationship with F.J. McCarthy. Barbara Hrbek Zucker has a family relationship with Donald Zucker. She has a business relationship with Eric Blumencranz and Roger Blumencranz. Donald Zucker has a family relationship with Barbara Hrbek Zucker. He has a business relationship with Eric Blumencranz, Roger Blumencranz and M. Allan Hyman. Roy Zuckerberg has a business relationship with William Mack.
PART VI, SECTION A - GOVERNING BODY, LINE 7This organization is a member of the North Shore Long Island Jewish Health System (the "System"). The System is the sole corporate member of this organization. The System has the right to elect or appoint members of the organization's governing body and has the right to approve or ratify certain corporate decisions.
PART VI, SECTION B - POLICIES, LINE 11The annual Return of Organization Exempt From Income Tax (Form 990) for North Shore-LIJ Health System Inc. and Affiliated entities are prepared with input from various departments including Corporate Compliance, Finance, Human Resources, and Legal. Before filing the returns, the documents are electronically made available to all trustees through a secure online portal. Members of the Executive Committee are then informed the returns are ready for review. The Executive Committee, which is a committee made up of members from the Board of Trustees, may exercise all of the authority of the Board of Trustees except as such authority is limited by applicable law and except to the extent, if any, that such authority would be inconsistent with any provision of these By-laws or is limited by any resolution to such effect adopted by the Board of Trustees.
PART VI, SECTION B - POLICIES, LINE 12CThe North Shore-Long Island Jewish Health System ("Health System") has several control mechanisms to mitigate conflicts of interest. The Health System's Code of Ethical Conduct contains a detailed section educating individuals about how to avoid potential conflicts of interest. Specifically, our Code of Ethical Conduct requires individuals to conduct Health System business in a manner that places the interests of the Health System ahead of their personal interests. In addition, the Health System has a Conflicts of Interest Policy Statement further elaborating upon individuals' disclosure and recusal obligations. Individuals that are in a position to influence the business or other decisions of the Health System are required to filled out a conflicts of interest disclosure form on a regular basis. The Corporate Compliance Office reviews all disclosures of possible conflicts, including matters disclosed in any conflicts of interest disclosure report and takes any actions deemed required or appropriate to manage or resolve any actual or potential conflicts of interest. In appropriate cases these disclosures and responsive actions will be reported to the Health System's Audit and Corporate Compliance Committee and other applicable committees. In addition, the Health System provides training to individuals on an annual basis regarding conflicts of interest and other compliance related topics. If an individual violates the Code of Ethical Conduct or any related policy such as the Conflicts of Interest Policy Statement, appropriate disciplinary action is taken based upon the facts and circumstances of the situation.
PART VI, SECTION B - POLICIES, LINE 15The by-laws of the Health System create a committee of the Board with full powers of the Board to review and approve the compensation of officers and other key employees. The committee consists of approximately 6 trustees who have no connection to the System except as trustees and they have no conflicts as to matters they consider. The committee meets several times a year as needed but always meets in November/December to review and determine officer and key employee compensation for the following year. For purposes of their review the committee considers the recommendations of the CEO for all persons other than the CEO. For purposes of the review each year the committee receives information from an outside independent compensation consultant as to compensation for comparable positions in comparable organizations and makes its decisions on this basis, with the overall objective of paying base salary at the 50th percentile. Any contracts or other compensation for officers or key employees are separately considered and normally only approved after receipt of a "fairness opinion" from the independent consultant. .All the work and process of the committee is structured to fall within the applicable safe harbor regulations.
PART VI, SECTION C - DISCLOSURES, LINE 19CURRENTLY THE ORGANIZATION PROVIDES GOVERNANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
PART VII, SECTION A - LINE 1ARichard S. Abramson Michael Gould F.J. McCarthy William Achenbaum Albert L. Granger,DDS Patrick F. McDermott John W. Alexander Alan I. Greene James McMullen Philip S. Altheim Stanley Grey Charles Merinoff Michael L. Ashner Paul B. Guenther Richard D. Monti Ralph M. Baruch Amy M. Hagedorn Richard Murcott Frank J. Besignano Ira Hazan Ralph A. Nappi Elise M. Bloom Linda W. Heaney Raffiq A. Nathoo Eric S. Blumencranz Marlene Hess Richard B. Nye Roger A. Blumencranz William O. Hiltz Clyde I. Payne, Ed.D. David Blumenfeld Gedale B. Horowitz Arnold S. Penner Edward Blumenfeld Richard A. Horowitz John J. Raggio E. Steve Braun Seth R. Horowitz John V. Raggio Dayton T. Brown, Jr M. Allan Hyman Lewis S. Ranieri Jonathan S. Canno Mark Jacobson Dennis Riese Michael Caridi Jeffrey Jurick Terry P. Rifkin, M.D. Robert W. Chasanoff David M. Katz Robert A. Rosen Alan Chopp Michael Katz Marcie Rosenberg Mark Claster Saul B. Katz Robert D. Rosenthal Diana F. Colgate Lisa A. Kaufman Bernard M. Rosof, M.D. Daniel M. Crown Robert Kaufman Jack J. Ross Philippe P. Dauman Cary Kravet Barry Rubenstein Thomas E. Dewey, Jr. Stanley Kreitman Herbert Rubin Thomas E. Dooley Seth Kupferberg Michael H. Sahn Michael J. Dowling Jeffrey B. Lane Lois C. Schlissel Robert N. Downey Curt N. Launer John M. Shall Patrick R. Edwards Laura Lauria Marc V. Shaw Michael A. Epstein Kevin F. Lawlor Richard Sims Leonard Feinstein David W. Lehr Michael C. Slade Michael E. Feldman Jonathan W. Leigh Phyllis Hill Slater Arlene Lane Fisher Arthur S. Levine Howard D. Stave Catherine C. Foster Stuart R. Levine Peter Tilles William H. Frazier Seth Lipsay Paula Dunn Tropello,EdD Eugene B. Friedman,MD David S. Mack Sandra Tytel William J. Fritz,PhD William L. Mack Frederick A. Volk Sy Garfinkel Linda Manfredi Nancy Waldbaum Lloyd M. Goldman Bradley Marsh, D.P.M. Emmett F. Walker, Jr Richard D. Goldstein Jeffrey S. Maurer Barbara Hrbek Zucker J. Joaquin Gonzalez Ronald J. Mazzucco Donald Zucker Roy J. Zuckerberg
PART VII, SECTION A - LINE 1A, COLUMN (B)This organization is affiliated with the North Shore Long Island Jewish Health System (the "Health System"). The persons listed hold similar positions with both this organization and other affiliates of the Health System, and they do not separately allocate their time to this organization and such other affiliates. The hours shown for all such persons reflect time devoted to the entire Health System and its affiliates, including this organization. For Directors and Trustees, the hours shown reflect the estimated average weekly time. For officers, Key Employees and Highest Compensated Employees, the hours shown reflect the weekly hours used when determining compensation payments for services rendered and are, generally, less than the actual weekly hours devoted to the Health System and its affiliates.
PART XI, LINE 9 - RECONCILIATIONAMOUNTS REPORTED SEPARATELY 2,087,746

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
NORTH SHORE-LIJ HEALTH SYSTEM
972 BRUSH HOLLOW RDWESTBURYNY11590113418133SUPPORTNY501(C)(3)11, TYPE 1NAfalse
NORTH SHORE-LIJ HEALTH CARE INC
972 BRUSH HOLLOW RDWESTBURYNY11590112965586SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
NORTH SHORE UNIVERSITY HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590111562701HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
LONG ISLAND JEWISH MEDICAL CENTER
972 BRUSH HOLLOW RDWESTBURYNY11590112241326HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
GLEN COVE HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590111633487HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
FOREST HILLS HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590112163522HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
PLAINVIEW HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590113241243HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
FRANKLIN HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590112296824HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
SOUTHSIDE HOSPITAL
972 BRUSH HOLLOW RDWESTBURYNY11590111667761HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
NORTH SHORE-LIJ HEALTH SYSTEM LABS
972 BRUSH HOLLOW RDWESTBURYNY11590113412370SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH
972 BRUSH HOLLOW RDWESTBURYNY11590112673595RESEARCHNY501(C)(3)4NS-LIJHSfalse
NSLIJ STERN FAMILY CENTER FOR REHAB
972 BRUSH HOLLOW RDWESTBURYNY11590237007485NURSING HOMENY501(C)(3)9NS-LIJ HCIfalse
LIJ MEDICAL CENTER AT HOME PHARMACY
972 BRUSH HOLLOW RDWESTBURYNY11590113251128SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
LIJ FOUNDATION
972 BRUSH HOLLOW RDWESTBURYNY11590112661239SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
NORTH SHORE-LIJ MEDICAL CARE CENTERS
972 BRUSH HOLLOW RDWESTBURYNY11590113473923SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
SSH INC
972 BRUSH HOLLOW RDWESTBURYNY11590112774102SUPPORTNY501(C)(3)11, TYPE 1SOUTHSIDEfalse
NORTH SHORE COMMUNITY SERVICES INC
972 BRUSH HOLLOW RDWESTBURYNY11590237273200HOUSINGNY501(C)(2)N/ANS-LIJHSfalse
NORTH SHORE UNIVERSITY HOSPITAL HOUSING
972 BRUSH HOLLOW RDWESTBURYNY11590112171903HOUSINGNY501(C)(2)N/ANS-LIJHSfalse
NSUH AT GLEN COVE HOUSING
972 BRUSH HOLLOW RDWESTBURYNY11590237010468HOUSINGNY501(C)(2)N/ANS-LIJHSfalse
HILLSIDE HOSPITAL HOUSES
972 BRUSH HOLLOW RDWESTBURYNY11590112113949HOUSINGNY501(C)(2)N/ANS-LIJHSfalse
SIUH SYSTEMS INC
475 SEAVIEW AVESTATEN ISLANDNY10305061074604FUNDRAISINGNY501(C)(3)7NS-LIJ HCIfalse
STATEN ISLAND UNIVERSITY HOSPITAL
475 SEAVIEW AVESTATEN ISLANDNY10305112868878HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
STATEN ISLAND UNIVERSITY HOSPITAL FDN
360 SEAVIEW AVESTATEN ISLANDNY10305870765787FUNDRAISINGNY501(C)(3)7SIUHfalse
THE HEART INSTITUTE
475 SEAVIEW AVESTATEN ISLANDNY10305311757254INACTIVENY501(C)(3)11, TYPE 1NAfalse
CHAPS COMMUNITY HEALTH CENTER INC
1 EDGEWATER PLAZASTATEN ISLANDNY10305113345477INACTIVENY501(C)(3)9SIUHfalse
HOSPICE CARE NETWORK
99 SUNNYSIDE BLVDWOODBURYNY11797112925757HOSPICENY501(C)(3)9NS-LIJHSfalse
HUNTINGTON HOSPITAL
270 PARK AVENUEHUNTINGTONNY11743111630914HOSPITALNY501(C)(3)3NS-LIJ HCIfalse
HUNTINGTON HOSPITAL DOLAN FAMILY HEALTH
284 PARK AVENUEGREENLAWNNY11740113368503HEALTH CARENY501(C)(3)3HUNTINGTONfalse
PHYSICIANS OF UNIVERSITY HOSPITAL PC
1 EDGEWATER PLAZA 6TH FLSTATEN ISLANDNY10305200096809HEALTH CARENY501(C)(3)11, TYPE 1NAfalse
LENOX HILL HOSPITAL
100 EAST 77TH STNEW YORKNY10021131624070HEALTH CARENY501(C)(3)3NS-LIJ HCIfalse
LHH CORPORATION
100 EAST 77TH STNEW YORKNY10021133272016SUPPORTNY501(C)(3)11, TYPE 1NS-LIJHSfalse
THE ELMEZZI GRADUATE SCHOOL OF MOLECULAR
972 BRUSH HOLLOW ROADWESTBURYNY11590113284934GRADUATE SCHONY501(C)(3)2NS-LIJHSfalse
SPORTS PHYSICAL THERAPY AND REHAB SVCS
972 BRUSH HOLLOW RDWESTBURYNY11590061655704HEALTH CARENY501(C)(3)11, TYPE 1LIJfalse
NORTH SHORE-LIJ ALLIANCE
972 BRUSH HOLLOW RDWESTBURYNY11590263727582HEALTH CARENY501(C)(3)3NS-LIJHSfalse
THE LONG ISLAND HOME
400 SUNRISE HIGHWAYAMITYVILLENY11701112837244HEALTH CARENY501(C)(3)3LHH CORPfalse
CLNY ALLIANCE INC
972 BRUSH HOLLOW RDWESTBURYNY11590463146870LABORATORYNYAPPLIED FORNSLIJ LABSfalse
NS-LIJ CARDIOVASCULAR MEDICINE PC
972 BRUSH HOLLOW RDWESTBURYNY11590275078717MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NS-LIJ CARDIOLOGY AT DEER PARK PC
972 BRUSH HOLLOW RDWESTBURYNY11590275078531MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NS-LIJ HEART SURGERY PC
972 BRUSH HOLLOW RDWESTBURYNY11590275078838MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NS-LIJ INTERNAL MEDICINE PC
972 BRUSH HOLLOW RDWESTBURYNY11590275078631MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NS-LIJ MED GROUP URGENT MEDICAL CARE PC
972 BRUSH HOLLOW RDWESTBURYNY11590275078426MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NORTH SHORE-LIJ MEDICAL PC
972 BRUSH HOLLOW RDWESTBURYNY11590453023019MEDICAL SVCSNY501(C)(3)11, TYPE 1NSUHfalse
NORTH SHORE-LIJ HEALTH PLAN INC
972 BRUSH HOLLOW RDWESTBURYNY11590461617516INSURANCENYAPPLIED FORNSLIJ HCIfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
KRASNOFF CONSULTATIVE SERVICES LLC
972 BRUSH HOLLOW RDWESTBURYNY11590262838027CONSULTINGNYCMG
LONG ISLAND BEHAVIORAL HEALTH LLC
972 BRUSH HOLLOW RDWESTBURYNY11590453572263STATISTICSNYHEALTH CARE INC
ENDOSCOPY CENTER OF LONG ISLAND
972 BRUSH HOLLOW RDWESTBURYNY11590260000980MEDICAL SVCSNYNS-LIJ VENTURES
TRUE NORTH URGENT CARE LLC
972 BRUSH HOLLOW RDWESTBURYNY11590464113494MEDICAL SVCSNYNSLIJ URGENT CA
TRUE NORTH DC LLC
972 BRUSH HOLLOW RDWESTBURYNY11590464601950MEDICAL SVCSNYRENAL VENTURES
SYNERGY HEALTH TRUE NORTH LLC
972 BRUSH HOLLOW RDWESTBURYNY11590464106483MEDICAL SVCSNYNSLIJ CENT STER
NS-LIJ MEDICAL AIR TRANSPORT LLC
972 BRUSH HOLLOW RDWESTBURYNY11590464858222AIR TRANSPORTNYNSUH
NORTH SHORE-LIJ CONTRACT RESEARCH ORG
972 BRUSH HOLLOW RDWESTBURYNY11590464469806RESEARCHNYHCI
NORTH SHORE-LIJ RENAL VENTURES
972 BRUSH HOLLOW RDWESTBURYNY11590463869336MEDICAL SVCSNYNSUH
STATEN ISLAND PERFORMING PROVIDER SYSTEM
972 BRUSH HOLLOW RDWESTBURYNY11590472544659INACTIVENYSIUH
NASSAU QUEENS PERFORMING PROVIDER SYSTEM
972 BRUSH HOLLOW RDWESTBURYNY11590472544821INACTIVENYNSUH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
NORTH SHORE HEALTH SYSTEM ENTERPRISES
972 BRUSH HOLLOW RDWESTBURYNY11590113316922HOLDING COMPANYNS-LIJHSCfalse
REGIONCARE INC
972 BRUSH HOLLOW RDWESTBURYNY11590113052191HOMECARENYNSHS ENTCfalse
NORTH SHORE HEALTH ENTERPRISES
972 BRUSH HOLLOW RDWESTBURYNY11590061605319HOLDING COMPANYNSHS ENTCfalse
CARE MANAGEMENT GROUP OF GREATER NY
972 BRUSH HOLLOW RDWESTBURYNY11590113336381BUSINESS SERVNYNSH ENTCfalse
REGIONAL INSURANCE COMPANY LTD
000000000INSURANCENS-LIJ HCCfalseC/O CEDAR HOUSE 41 CEDAR AVEHAMILTONBERMUDABDHM 12BD
ALETTA CORPORATION
972 BRUSH HOLLOW RDWESTBURYNY11590112622371PHSYICIAN SVCNYSOUTHSIDECfalse
NS-LIJ PHSYCIAN INSURANCE COMPANY RRG
100 BANK STBURLINGTONVT05401261487515INSURANCEVTNS-LIJ HCCfalse
NORTH SHORE-LIJ SERVICE ALLIANCE INC
972 BRUSH HOLLOW RDWESTBURYNY11590263651575SUPPORT SERVINYNS-LIJHSCfalse
NORTH SHORE-LIJ HEALTH SYSTEM IPA #1
972 BRUSH HOLLOW RDWESTBURYNY11590113533659HEALTH CARENYLIJCfalse
NORTH SHORE-LIJ HEALTH SYSTEM IPA #2
972 BRUSH HOLLOW RDWESTBURYNY11590113533670HEALTH CARENYLIJCfalse
NORTH SHORE IPA 5
972 BRUSH HOLLOW RDWESTBURYNY11590113383468BUSINESS SERVNYNS-LIJ HCCfalse
NORTH SHORE-LIJ NETWORK INC
972 BRUSH HOLLOW RDWESTBURYNY11590320257193SUPPORTNYNS-LIJHSCfalse
NORTH SHORE RADIOLOGY AT GLEN COVE PC
972 BRUSH HOLLOW RDWESTBURYNY11590113301179MEDICAL SERVINYNSUHCfalse
NORTH SHORE-LIJ RADIOLOGY SERVICES PC
972 BRUSH HOLLOW RDWESTBURYNY11590223970667MEDICAL SERVINYNSUHCfalse
OCEAN VIEW MANAGEMENT
1 EDGEWATER PLAZASTATEN ISLANDNY10305133138888MANAGEMENT SVNYNACfalse
OCEAN BREEZE HOME CARE AGENCY
1 EDGEWATER PLAZASTATEN ISLANDNY10305133773601INACTIVENYOVMCfalse
REGNECY ALLIANCE SERVICES INC
1 EDGEWATER PLAZASTATEN ISLANDNY10305133277698MANAGEMENT SVNYOVMCfalse
VERRAZANO RADIOLOGY ASSOCIATES PC
500 SEAVIEW AVESTATEN ISLANDNY10305200011201RADIOLOGY SERNYSIUHCfalse
SIUH PERINATOLOGY PC
475 SEAVIEW AVESTATEN ISLANDNY10305134107082MEDICAL SERVINYSIUHCfalse
UNITED MEDICAL SURGICAL PC
256 MASON AVESTATEN ISLANDNY10305134038780MEDICAL SERVINYSIUHCfalse
GOETHALS RADIOLOGY PC
500 SEAVIEW AVESTATEN ISLANDNY10305200010287RADIOLOGY SERNYSIUHCfalse
STATEN ISLAND HOSPITALISTS
475 SEAVIEW AVESTATEN ISLANDNY10305331010283MEDICAL SERVINYSIUHCfalse
NS-LIJ MEDICAL GROUP AT SYOSSET PC
972 BRUSH HOLLOW RDWESTBURYNY11590273957752MEDICAL SERVINYNSUHCfalse
NS-LIJ MEDICAL GROUP PC
972 BRUSH HOLLOW RDWESTBURYNY11590274384249MEDICAL SERVINYNSUHCfalse
NS-LIJ MEDICAL GROUP AT HUNTINGTON PC
972 BRUSH HOLLOW RDWESTBURYNY11590274384049MEDICAL SERVINYNSUHCfalse
NS-LIJ MEDICAL GROUP AT NORTH NASSAU PC
972 BRUSH HOLLOW RDWESTBURYNY11590274384146MEDICAL SERVINYNSUHCfalse
NORTH SHORE-LIJ PHYSICIANS GROUP PC
972 BRUSH HOLLOW RDWESTBURYNY11590274384326MEDICAL SERVINYNSUHCfalse
LENOX HILL PHYSICIAN HOSPITAL ORG
122 EAST 76TH ST STE 3-ANEW YORKNY10021133775996MANAGED CARENYLENOXCfalse
LENOX OTOLARYNGOLOGY HEAD & NECK SURGERY
186 EAST 76TH ST 2ND FLNEW YORKNY10021208784395MEDICAL SERVINYLENOXCfalse
LENOX HILL ICVS PC
130 EAST 77TH ST 9TH FLNEW YORKNY10021201435770MEDICAL SERVINYLENOXCfalse
LENOX HILL PATHOLOGY PC
100 EAST 77TH STNEW YORKNY10021133644370MEDICAL SERVINYLENOXCfalse
PARK LENOX EMERGENCY MEDICINE PC
100 EAST 77THNEW YORKNY10021262661082MEDICAL SERVINYLENOXCfalse
VIVOHEALTH INC
972 BRUSH HOLLOW RDWESTBURYNY11590264118016MEDICAL SERVINYNSH ENTERPRISESCfalse
AUTOIMMUNE RESEARCH THERAPEUTICS
972 BRUSH HOLLOW RDWESTBURYNY11590270701489MEDICAL SERVINYRESEARCHCfalse
NS-LIJ INTERNAL MEDICINE AT LYNBROOK PC
972 BRUSH HOLLOW RDWESTBURYNY11590463475908MEDICAL SVCNYNSUHCfalse
NSLIJ INTERNAL MEDICINE AT NEW HYDE PARK
972 BRUSH HOLLOW RDWESTBURYNY11590462822879MEDICAL SVCNYNSUHCfalse
NS-LIJ OB-GYN AT GARDEN CITY PC
972 BRUSH HOLLOW RDWESTBURYNY11590462886776MEDICAL SVCSNYNSUHCfalse
NS-LIJ HEALTH PLAN HOLDING INC
972 BRUSH HOLLOW RDWESTBURYNY11590462478147INSURANCENYNSLIJ HCICfalse
NS-LIJ CARECONNECT INSURANCE COMPANY
972 BRUSH HOLLOW RDWESTBURYNY11590462270382INSURANCENYHEALTH PLN HLDCfalse
LENOX HILL HOSPITAL MEDICAL PC
972 BRUSH HOLLOW RDWESTBURYNY11590452661543MEDICAL SERVINYLENOXCfalse
NS-LIJ OCCUPATIONAL MEDICINE PC
972 BRUSH HOLLOW RDWESTBURYNY11590451004103MEDICAL SERVINYNSUHCfalse
NORTH SHORE-LIJ OB-GYN PC
972 BRUSH HOLLOW RDWESTBURYNY11590461382916MEDICAL SERVINYLIJCfalse
NORTH SHORE-LIJ ANESTHESIOLOGY PC
972 BRUSH HOLLOW RDWESTBURYNY11590461617561MEDICAL SERVINYSOUTHSIDECfalse
NORTH SHORE MEDICAL ACCELERATOR PC
972 BRUSH HOLLOW ROADWESTBURYNY11590112945979MEDICAL SERVINYNSUHSfalse
TRUE NORTH HEALTH PHARMACY INC
972 BRUSH HOLLOW RDWESTBURYNY11590471020508INACTIVENYNSUHCfalse
NS-LIJ CARECONNECT INSURANCE AGENCY INC
972 BRUSH HOLLOW RDWESTBURYNY11590471994548INSURANCE AGENCYNYGROUP HOLDINGCfalse
CARECONNECT GROUP HOLDING COMPANY INC
972 BRUSH HOLLOW RDWESTBURYNY11590472478692HOLDING COMPANYNYHPLAN HOLDINGCfalse
NS-LIJ PEDIATRICS OF SUFFOLK COUNTY PC
972 BRUSH HOLLOW RDWESTBURYNY11590465746956MEDICAL SERVICESNYNSUHCfalse
NORTH SHORE-LIJ URGENT CARE PC
972 BRUSH HOLLOW RDWESTBURYNY11590471758444MEDICAL SERVICESNYNSUHCfalse
NORTH SHORE-LIJ MATERNAL FETAL MEDICINE
972 BRUSH HOLLOW RDWESTBURYNY11590465495054MEDICAL SERVICESNYNSUHCfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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