THE VALLEY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE VALLEY FOUNDATION (EIN 23-7352886)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201542299349304669
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T17:59:00-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW SUITE 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237352886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Valley Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % W SCOTT BENCE | InCareOfNm |
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 2565397757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Governors Drive SW | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Huntsville | City |
| State | AL | State |
| ZIP Code | 35801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W SCOTT BENCE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2565397757 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2565397757 | PhoneNum |
| Preparation | 2015-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT CENTOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GOVERNORS DRIVE SW | AddressLine1 |
| City | HUNTSVILLE | City |
| State | AL | State |
| ZIP Code | 35801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,017,294 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ALABAMA AT BIRMINGHAM FOR ITS MEDICAL EDUCATION, TRAINING, AND RESEARCH PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,313,985 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,715,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | $198,958 | PYInvestmentIncomeAmt |
| CY Investment Income | $302,198 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,512,943 | PYTotalRevenueAmt |
| CY Total Revenue | $9,017,294 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,604,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,875,536 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,282,592 | PYOtherExpensesAmt |
| CY Other Expenses | $4,624,333 | CYOtherExpensesAmt |
| PY Total Expenses | $7,887,273 | PYTotalExpensesAmt |
| CY Total Expenses | $8,499,869 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $625,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $517,425 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,357,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,157,473 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,132,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,426,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,225,011 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,730,650 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GRATEFULLY TREAT ALL PATIENTS AND STAFF WITH COMPASSION, RESPECT AND UNDERSTANDING WHILE PROVIDING THE HIGHEST QUALITY MEDICAL CARE AND SERVICE AVAILABLE IN NORTH ALABAMA. WE ARE DEDICATED TO SATISFYING THE INDIVIDUAL NEEDS OF OUR PATIENTS THROUGH PROVIDING EASY ACCESS TO SERVICES IN A SAFE AND CARING ENVIRONMENT WHERE EVERYONE FEELS SPECIAL. THE SCHOOL OF MEDICINE IS DEDICATED TO THE EDUCATION OF PHYSICIANS AND SCIENTISTS IN ALL OF THE DISCIPLINES OF MEDICINE AND BIOMEDICAL INVESTIGATION FOR CAREERS IN PRACTICE, TEACHING AND RESEARCH. NECESSARY TO THIS EDUCATIONAL MISSION IS THE PROVISION OF OUTSTANDING MEDICAL CARE AND SERVICES AND THE ENHANCEMENT OF NEW KNOWLEDGE THROUGH CLINICAL AND BASIC BIOMEDICAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,618,080 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,715,096 | RevenueAmt |
| Desc | PATIENT CARE SERVICES. PATIENT ENCOUNTERS THIS YEAR WERE 86,630. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,139,532 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT TO THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. THE VALLEY FOUNDATION PROVIDES THE UNIVERSITY OF ALABAMA BIRMINGHAM'S HUNTSVILLE REGIONAL MEDICAL CAMPUS ACCESS TO PATIENTS AND MEDICAL SERVICES TO FACILITATE THE CLINICAL TRAINING NECESSARY TO MEET EDUCATIONAL REQUIREMENTS FOR THIRD AND FOURTH YEAR MEDICAL STUDENTS AND FAMILY MEDICINE RESIDENTS. TRAINING WAS PROVIDED FOR 61 RESIDENTS AND 70 MEDICAL STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $395,535 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONTRACTED CLINICAL SERVICES PROVIDED AT TWO NURSING HOMES, THE MADISON COUNTY MENTAL HEALTH CENTER, MADISON COUNTY JAIL, HOSPICE, HEALS CLINIC AND HUNTSVILLE HOSPITAL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,153,147 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W SCOTT BENCE | PersonNm |
| Phone | 2565397757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GOVERNORS DRIVE SW SUITE 313 F | AddressLine1 |
| City | HUNTSVILLE | City |
| State | AL | State |
| ZIP Code | 35801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| MR W F SANDERS | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR PETER LOWE | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR ROBERT CENTOR | ||||||||
| President, CEO | 10.0 | 40.0 | Yes (X) | $97,040 | $261,536 | $48,627 | Yes (X) | |
| HON SCHUYLER RICHARDSON | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MR JOHN WYNN | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MR THOMAS YOUNG | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| DR TARAK VASAVADA | ||||||||
| BOARD MEMBER | 20.0 | 20.0 | Yes (X) | $158,607 | $130,428 | $24,864 | ||
| MR DAVID SPILLERS | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| DR LAKSHMI NALLAMALA | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MR TIM HOWARD | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MR WILLIAM FERNIANY | ||||||||
| BOARD MEMBER | 5.0 | 40.0 | Yes (X) | $0 | $1,222,637 | $181,924 | ||
| MR RONALD GRAY | ||||||||
| BOARD MEMBER | 5.0 | 2.0 | Yes (X) | |||||
| DR PATRICE KNIGHT | ||||||||
| BOARD MEMBER | 20.0 | 20.0 | Yes (X) | $5,500 | $20,011 | $0 | ||
| DR SELWYN VICKERS | ||||||||
| CHAIRMAN OF THE BOARD | 5.0 | 40.0 | Yes (X) | $0 | $64,269 | $7,803 | Yes (X) | |
| MR CHARLES JONES | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MR WILLIAM SEXTON | ||||||||
| BOARD MEMBER | 5.0 | 0.0 | Yes (X) | |||||
| MS MARCIA CHESEBRO | ||||||||
| BOARD MEMBER | 20.0 | 20.0 | Yes (X) | $111,446 | $96,948 | $27,752 | ||
| MS PAULA COTHREN | ||||||||
| SECRETARY | 50.0 | 0.0 | $117,781 | $0 | $5,745 | Yes (X) | ||
| MR SCOTT BENCE | ||||||||
| TREASURER | 20.0 | 20.0 | $148,817 | $132,919 | $47,964 | Yes (X) | ||
| DR RALPH SAMLOWSKI | ||||||||
| PHYSICIAN | 20.0 | 30.0 | $131,399 | $114,886 | $32,721 | Yes (X) | ||
| DR MELISSA BEHRINGER | ||||||||
| PHYSICIAN | 28.0 | 22.0 | $115,065 | $82,966 | $16,741 | Yes (X) | ||
| DR NANCY BLEVINS | ||||||||
| PHYSICIAN | 21.0 | 29.0 | $114,644 | $71,971 | $15,083 | Yes (X) | ||
| DR JORGE DIAZ | ||||||||
| PHYSICIAN | 20.0 | 30.0 | $115,396 | $64,943 | $29,432 | Yes (X) | ||
| DR MORGAN SARRELS | ||||||||
| PHYSICIAN | 29.0 | 21.0 | $114,708 | $50,863 | $29,916 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,230,403 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,314,377 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,572 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 900099 | $8,185,834 | $8,185,834 |
| PAYER INCENTIVES | 900099 | $265,424 | $265,424 |
| MISCELLANEOUS | 900099 | $263,838 | $263,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,715,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,055 | TotalRevenueColumnAmt |
| Exclusion | $240,055 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $62,143 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $62,143 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,143 | TotalRevenueColumnAmt |
| Exclusion | $62,143 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,017,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,715,096 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $302,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,087 | TotalAmt |
| Program Services | $661,087 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870,610 | TotalAmt |
| Program Services | $2,870,610 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,178 | TotalAmt |
| Program Services | $167,178 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,661 | TotalAmt |
| Program Services | $176,661 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,011 | TotalAmt |
| Management And General | $39,011 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,195 | TotalAmt |
| Management And General | $10,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,202,053 | TotalAmt |
| Program Services | $3,117,394 | ProgramServicesAmt |
| Management And General | $84,659 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,056 | TotalAmt |
| Program Services | $6,056 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,108 | TotalAmt |
| Program Services | $9,661 | ProgramServicesAmt |
| Management And General | $30,447 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,579 | TotalAmt |
| Program Services | $2,672 | ProgramServicesAmt |
| Management And General | $23,907 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,463 | TotalAmt |
| Management And General | $49,463 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,012 | TotalAmt |
| Program Services | $8,012 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,815 | TotalAmt |
| Program Services | $248,489 | ProgramServicesAmt |
| Management And General | $3,326 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $825,292 | $825,292 | |
| TRAINING & DEVELOPMENT | $26,331 | $26,331 | |
| DUES & SUBSCRIPTIONS | $24,729 | $24,729 | |
| MEDICAL/BUSINESS LICENSE | $24,090 | $24,090 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,599 | TotalAmt |
| Program Services | $8,975 | ProgramServicesAmt |
| Management And General | $81,624 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,499,869 | TotalAmt |
| Program Services | $8,153,147 | ProgramServicesAmt |
| Management And General | $346,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611 | BOYAmt |
| EOY | $611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,848,571 | BOYAmt |
| EOY | $2,909,327 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,304 | BOYAmt |
| EOY | $985,564 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $135,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,155 | BOYAmt |
| EOY | $42,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,063,085 | BOYAmt |
| EOY | $5,786,450 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,300 | BOYAmt |
| EOY | $429,070 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,134 | BOYAmt |
| EOY | $4,308 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,357,160 | BOYAmt |
| EOY | $10,157,473 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,149 | BOYAmt |
| EOY | $1,426,823 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,149 | BOYAmt |
| EOY | $1,426,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,225,011 | BOYAmt |
| EOY | $8,730,650 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,225,011 | BOYAmt |
| EOY | $8,730,650 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,357,160 | BOYAmt |
| EOY | $10,157,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $517,425 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,786 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,458,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,639,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,012,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,313,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,715,096 | CurrentTaxYearAmt |
| Total | $40,139,380 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,458,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,639,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,012,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,313,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,715,096 | CurrentTaxYearAmt |
| Total | $40,139,380 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,139,380 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,055 | CurrentTaxYearAmt |
| Total | $1,014,675 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,055 | CurrentTaxYearAmt |
| Total | $1,014,675 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,546,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,733,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,391,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,528,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,955,151 | CurrentTaxYearAmt |
| Total | $41,154,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97534 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97650 | PublicSupportPY509Pct |
| Investment Income CY | 0.02466 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,332 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,189 | DepreciationAmt |
| Book Value | $42,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $42,143 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,170,021 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,786 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$825,292 | OtherRevenueAmt |
| Revenue Not Reported | -$837,078 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,007,099 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,195 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,195 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,017,294 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,664,382 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,664,382 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,195 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $825,292 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $835,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,499,869 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D: | PROVISION FOR BAD DEBTS: ($825,292) |
| PART XII, LINE 4B: | PROVISION FOR BAD DEBTS: $825,292 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR SCOTT BENCE | ||||||||||||||
| TREASURER | $110,379 | $132,424 | $38,438 | $0 | $0 | $495 | $5,762 | $21,719 | $0 | $20,483 | $154,579 | $175,121 | $0 | $0 |
| DR ROBERT CENTOR | ||||||||||||||
| President, CEO | $50,696 | $248,307 | $46,344 | $9,150 | $0 | $4,079 | $2,541 | $40,095 | $0 | $5,991 | $99,581 | $307,622 | $0 | $0 |
| DR TARAK VASAVADA | ||||||||||||||
| BOARD MEMBER | $61,567 | $129,733 | $97,040 | $0 | $0 | $695 | $4,152 | $20,093 | $0 | $619 | $162,759 | $151,140 | $0 | $0 |
| DR RALPH SAMLOWSKI | ||||||||||||||
| PHYSICIAN | $84,300 | $113,571 | $47,099 | $750 | $0 | $565 | $0 | $12,699 | $0 | $20,022 | $131,399 | $147,607 | $0 | $0 |
| DR MELISSA BEHRINGER | ||||||||||||||
| PHYSICIAN | $67,966 | $81,951 | $47,099 | $750 | $0 | $265 | $3,658 | $12,692 | $0 | $391 | $118,723 | $96,049 | $0 | $0 |
| MR WILLIAM FERNIANY | ||||||||||||||
| BOARD MEMBER | $0 | $633,822 | $0 | $390,000 | $0 | $198,815 | $0 | $160,041 | $0 | $21,883 | $0 | $1,404,561 | $0 | $0 |
| DR NANCY BLEVINS | ||||||||||||||
| PHYSICIAN | $67,545 | $71,000 | $47,099 | $750 | $0 | $221 | $3,635 | $11,109 | $0 | $339 | $118,279 | $83,419 | $0 | $0 |
| DR JORGE DIAZ | ||||||||||||||
| PHYSICIAN | $97,396 | $64,890 | $18,000 | $0 | $0 | $53 | $3,686 | $7,562 | $0 | $18,184 | $119,082 | $90,689 | $0 | $0 |
| DR MORGAN SARRELS | ||||||||||||||
| PHYSICIAN | $73,150 | $50,550 | $41,558 | $0 | $0 | $313 | $3,937 | $8,993 | $0 | $16,986 | $118,645 | $76,842 | $0 | $0 |
| MS MARCIA CHESEBRO | ||||||||||||||
| BOARD MEMBER | $68,041 | $95,357 | $43,405 | $0 | $0 | $1,591 | $3,696 | $15,244 | $0 | $8,812 | $115,142 | $121,004 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1a | FormAndLineReferenceDesc |
| Explanation | SOCIAL CLUB DUES WERE PAID FOR W. SCOTT BENCE TO THE LEDGES IN THE AMOUNT OF $1,350 TO ALLOW ACCESS TO CLUB FOR VALLEY AND UAB FUNCTIONS/ACTIVITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 2: | JOHN WYNN & W. F. SANDERS - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, LINE 11B: | THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS REVIEW THE DOCUMENT BEFORE IT IS FILED. |
| FORM 990, PART VI, LINE 12C: | ANNUAL DISCLOSURES ARE MADE AND SUBMITTED TO LEGAL COUNSEL FOR REVIEW AND MITIGATION SUGGESTIONS. AN AD-HOC COMMITTEE OF THE BOARD THEN REVIEWS AND ENFORCES COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, LINE 15A & 15B: | COMPENSATION COMMITTEE OF BOARD RETAINS SOLE APPROVAL AUTHORITY FOR COMPENSATION AND IS COMPRISED OF INDEPENDENT DIRECTORS. COMPENSATION COMMITTEE REVIEWS AND COMPARES CURRENT SALARY TO NATIONAL SALARY/WAGE DATA FOR SIMILARLY SITUATED INDIVIDUALS (EG. MGMA, AAMC, SOM, ETC.). |
| FORM 990, PART VI, LINE 19: | THE VALLEY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. |
| FORM 990, PART IX, LINE 11G: | THE FOUNDATION SHARES WITH THE UNIVERSITY OF ALABAMA THE COSTS OF OPERATING HEALTH CLINICS INCLUDING CHARGES FOR THE USE OF BUILDINGS AND EQUIPMENT OWNED BY THE UNIVERSITY; CHARGES FOR PATIENT TREATMENT SUPPORT COSTS SUCH AS LABORATORY, RADIOLOGY, NURSING, MEDICAL RECORD MAINTENANCE, AND SUPPLIES AND MATERIALS; AND CHARGES FOR ADMINISTRATION AND ACCOUNTING SERVICES. THE FOUNDATION THEN REIMBURSES THE UNIVERSITY FOR THE SERVICES PERFORMED AND EXPENDITURES. THE TOTAL AMOUNT OF THE REIMBURSEMENT FOR FISCAL YEAR 2014 WAS APPROXIMATELY $3.1 MILLION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II - NAMES OF RELATED ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | THE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. THE UNIVERSITY OF ALABAMA SYSTEM OFFICE (EXEMPT) -THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA (EXEMPT) -THE CAPSTONE FOUNDATION (EXEMPT) -THE CRIMSON TIDE FOUNDATION (EXEMPT) -THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) -1831 FOUNDATION (EXEMPT) -DONOR ADVISED FUND (EXEMPT) -NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) -CAPSTONE HEALTH SERVICES FOUNDATION (EXEMPT) -THE UNIVERSITY OF ALABAMA RESEARCH FOUNDATION (EXEMPT) -UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) -THE UAB RESEARCH FOUNDATION (EXEMPT) -THE UAB EDUCATIONAL FOUNDATION (EXEMPT) -MEDICAL TOWERS INC. (EXEMPT) -UAB DIABETES TRUST FOUNDATION (EXEMPT) -NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) -UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE ALUMNI ASSOCIATION (EXEMPT) -SOUTHERN RESEARCH INSTITUTE (EXEMPT) -THE GORGAS MEMORIAL INSTITUTE OF TROPICAL & PREVENTATIVE MEDICINE, INC. (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE (EXEMPT) -THE UNIVERSITY OF ALABAMA IN HUNTSVILLE FOUNDATION (EXEMPT) -THE UNIVERSITY OF ALABAMA IN HUNTSVILLE ALUMNI FOUNDATION (EXEMPT) -THE UNIVERSITY OF ALABAMA IN HUNTSVILLE EMINENT SCHOLARS FOUNDATION (EXEMPT) THE UAB HEALTH SYSTEM (EXEMPT) -UAB HEALTH SYSTEM MANAGEMENT, INC. (EXEMPT) -THE UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION (EXEMPT) -THE MEDICAL ADVANCEMENT FOUNDATION (EXEMPT) -THE CALLAHAN EYE FOUNDATION HOSPITAL (EXEMPT) -THE OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) -VALLEY FOUNDATION (EXEMPT) -CALLAHAN EYE HOSPITAL HEALTH CARE AUTHORITY (EXEMPT) -THE HEALTH CARE AUTHORITY FOR MEDICAL WEST (EXEMPT) -THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH (EXEMPT) -TRITON HEALTH SYSTEM (EXEMPT) | ExplanationTxt |
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