SCOTTSDALE HEALTHCARE CORP: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCOTTSDALE HEALTHCARE CORP (EIN 94-2735850)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201402279349302905
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T11:43:52-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942735850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TODD LAPORTE | InCareOfName |
| Name Control | SCOT | NameControl |
| Phone | 4808824000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD LAPORTE | Name |
| Title | SENIOR VP/CSFO | Title |
| Date Signed | 2014-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | THOMAS J SADVARY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 116005717 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7631 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 11558 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 487094 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 135131 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62721295 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86125736 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 45601184 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29744850 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 108809573 | TotalRevenuePriorYear |
| Total Revenue Current Year | 116005717 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3550023 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 32834362 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 47459245 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35061561 | OtherExpensePriorYear |
| Other Expenses Current Year | 41251915 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67895923 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92261183 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40913650 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23744534 | RevenuesLessExpensesCY |
| Total Assets BOY | 633736658 | TotalAssetsBOY |
| Total Assets EOY | 694730996 | TotalAssetsEOY |
| Total Liabilities BOY | 522446081 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 545388017 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 111290577 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 149342979 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 59235575 | Expense |
| Grants | 3550023 | Grants |
| Revenue | 86125736 | Revenue |
| Description | SCOTTSDALE HEALTHCARE CORPORATION PROVIDES OVERALL PLANNING AND DIRECTION TO ALL AFFILIATED EXEMPT ORGANIZATIONS, COORDINATES GROWTH AND DEVELOPMENT, SECURES FINANCING, AND IDENTIFIES NEW OR EXPANDED HEALTH SERVICE NEEDS FOR THE COMMUNITY. IT CONDUCTS THE OPERATION AND LONG RANGE HEALTH CARE PLANNING AND FUNDRAISING FOR FURTHERING, PROMOTING, AND SUPPORTING COMMUNITY HEALTH THROUGH (SECTION 501(C)(3)) ORGANIZATIONS. | Description |
| Total Program Service Expense | 59235575 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 836 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7631 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD LAPORTE | NamePerson |
| Telephone Number | 4808826186 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND BARTON | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| DREW BROWN | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| RICHARD FOX | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| KARRIE FRANCOIS | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 18550 | 0 | 0 | ||||
| BRAD GAZAWAY | ||||||||||
| DIRECTOR/VICE CHAIRMAN | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| DANIEL GEE | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 18000 | 0 | 0 | ||||
| RUFUS GLASPER | ||||||||||
| DIRECTOR/TREASURER | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| JOHN B GROTTING | ||||||||||
| DIRECTOR/SECRETARY | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| ANDREW KASSIR | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 28200 | 0 | 0 | ||||
| JOHN D MUSIL | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| KATHLEEN PLAYER | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| MARILYN QUAYLE | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| THOMAS J SADVARY | ||||||||||
| DIRECTOR/PRESIDENT & CEO | 37.0 | 3.0 | X | 1267459 | 0 | 320586 | X | |||
| ELENA SIBLEY | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| PAUL W SIECKMANN | ||||||||||
| DIRECTOR (THRU 12/31/2012) | 1.0 | 2.0 | X | 49733 | 0 | 0 | ||||
| RICHARD SILVERMAN | ||||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||||
| MIKE WELBORN | ||||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| STEVEN M WHEELER | ||||||||||
| DIRECTOR/CHAIRMAN | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| F KEITH WITHYCOMBE | ||||||||||
| DIRECTOR | 1.0 | 3.0 | X | 0 | 891 | 0 | ||||
| GARY E BAKER | ||||||||||
| SENIOR VICE PRESIDENT | 14.0 | 26.0 | 386468 | 0 | 181971 | X | ||||
| DAVID A BARBER | ||||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 297511 | 0 | 140939 | X | ||||
| JAMES F BURKE | ||||||||||
| SENIOR VICE PRESIDENT | 16.0 | 24.0 | 395196 | 0 | 237440 | X | ||||
| JAMES R CRAMER | ||||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 1639037 | 0 | 142123 | X | ||||
| ALAN B KELLY | ||||||||||
| SENIOR VICE PRESIDENT | 0.0 | 40.0 | 459066 | 0 | 137090 | X | ||||
| TODD A LAPORTE | ||||||||||
| SENIOR VICE PRESIDENT | 32.0 | 8.0 | 496754 | 0 | 263442 | X | ||||
| CAROL HENDERSON MCCUNE | ||||||||||
| SENIOR VICE PRESIDENT | 37.0 | 3.0 | 482728 | 0 | 146487 | X | ||||
| VIKKI L NOYES | ||||||||||
| VICE PRESIDENT | 8.0 | 32.0 | 247351 | 0 | 103337 | X | ||||
| KIMBERLY A POST | ||||||||||
| VICE PRESIDENT | 8.0 | 32.0 | 294676 | 0 | 134710 | X | ||||
| PEGGY J REILEY | ||||||||||
| SENIOR VICE PRESIDENT | 16.0 | 24.0 | 422339 | 0 | 73263 | X | ||||
| RICHARD C SILVER | ||||||||||
| VICE PRESIDENT | 20.0 | 20.0 | 339442 | 0 | 35992 | X | ||||
| MARK A SLATER | ||||||||||
| VICE PRESIDENT | 0.0 | 40.0 | 273009 | 0 | 143549 | X | ||||
| BRIAN D STEINES | ||||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 276544 | 0 | 102770 | X | ||||
| DEAN C THOMAS | ||||||||||
| VICE PRESIDENT | 0.0 | 40.0 | 273613 | 0 | 126219 | X | ||||
| LOIS E UNIAT | ||||||||||
| VICE PRESIDENT | 20.0 | 20.0 | 250237 | 0 | 12289 | X | ||||
| KATHI L ZARUBI | ||||||||||
| VICE PRESIDENT | 0.0 | 40.0 | 231783 | 0 | 19131 | X | ||||
| CHERALYN T BEAUDRY | ||||||||||
| ASSOCIATE VP-QUALITY/SAFETY | 40.0 | 0.0 | 217129 | 0 | 27229 | X | ||||
| MICHAEL H HILDEBRANDT | ||||||||||
| ASSOCIATE VP-SUPPLY CHAIN | 40.0 | 0.0 | 217271 | 0 | 8577 | X | ||||
| JAMES G STELZER | ||||||||||
| EXECUTIVE DIRECTOR-SEMG | 40.0 | 0.0 | 219343 | 0 | 14210 | X | ||||
| SUSAN LIVENGOOD | ||||||||||
| ASSOCIATE VP (THRU 10/5/2012) | 40.0 | 0.0 | 250124 | 0 | 27991 | X | ||||
| ROBERT A MARLOW | ||||||||||
| ASSOCIATE DIRECTOR-FMC | 40.0 | 0.0 | 242559 | 0 | 12622 | X | ||||
| MARVIN MOE BELL | ||||||||||
| ASSOCIATE DIRECTOR-FMC | 40.0 | 0.0 | 233778 | 0 | 17415 | X | ||||
| KRISTIE A DEYERLE | ||||||||||
| ASSOCIATE GENERAL COUNSEL | 0.0 | 40.0 | 233643 | 0 | 10065 | X | ||||
| CYNTHIA L KEGOWICZ | ||||||||||
| DIRECTOR-FM RESIDENCY PROGRAM | 40.0 | 0.0 | 232340 | 0 | 26296 | X | ||||
| BELLE A BUTLER | ||||||||||
| DIRECTOR-PATIENT ACCOUNTING | 40.0 | 0.0 | 191794 | 0 | 9849 | X | ||||
| WENDY H LYONS | ||||||||||
| VICE PRESIDENT | 0.0 | 0.0 | 265076 | 0 | 60459 | X | ||||
| JEAN KNOEDLER | ||||||||||
| VP/ADMIN-THOMPSON PK | 0.0 | 0.0 | 107150 | 0 | 6683 | X | ||||
| MICHAEL R FOLEY | ||||||||||
| VICE PRESIDENT | 0.0 | 0.0 | 368547 | 0 | 30903 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10926450 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 891 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2573637 | TotalOtherCompensation |
| Number Individuals GT100 K | 419 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RSI ENTERPRISES INC | |||||
| PO BOX 16190 | PHOENIX | AZ | 85011 | COLLECTIONS | 1961819 |
| GAMMAGE BURNHAM | |||||
| TWO CENTRAL AVE 18TH FL | PHOENIX | AZ | 85004 | LEGAL | 1138226 |
| KIM FLAGG DBA THREE FLAGGS MEDIA | |||||
| 701 E FAIRWAY DR | LITCHFIELD PARK | AZ | 85340 | MARKETING MEDIA | 1122393 |
| BIG FISH CREATIVE GROUP LLC | |||||
| 7000 E 1ST AVE | SCOTTSDALE | AZ | 85251 | MARKETING MEDIA | 574420 |
| BERRY AND DAMORE LLC | |||||
| 6750 E CAMELBACK RD STE 100 | SCOTTSDALE | AZ | 85251 | LEGAL | 556858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 49 | NumberOfContractorsGT100K |
| Related Organizations | 135131 | RelatedOrganizations |
| Total Contributions | 135131 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT MANAGEMENT FEE/UNDERWRITING | 900099 | 83542130 | 83542130 |
| MISCELLANEOUS HEALTHCARE REVENUE | 900099 | 2583606 | 2583606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86125736 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27905773 | TotalRevenueColumn |
| Unrelated Business Revenue | 11558 | UnrelatedBusinessRevenue |
| Exclusion | $27,894,215 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 489378 | TotalRevenueColumn |
| Exclusion | $489,378 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1349699 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1349699 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1349699 | TotalRevenueColumn |
| Exclusion | $1,349,699 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 116005717 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86125736 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11558 | UnrelatedBusinessRevenue |
| Exclusion | $29,733,292 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3550023 | Total |
| Program Services | 3550023 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10199434 | Total |
| Management And General | 10199434 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29417081 | Total |
| Program Services | 21768640 | ProgramServices |
| Management And General | 7648441 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690609 | Total |
| Program Services | 379835 | ProgramServices |
| Management And General | 310774 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5293663 | Total |
| Program Services | 2911515 | ProgramServices |
| Management And General | 2382148 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1858458 | Total |
| Program Services | 1022152 | ProgramServices |
| Management And General | 836306 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1836204 | Total |
| Program Services | 1358791 | ProgramServices |
| Management And General | 477413 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713298 | Total |
| Program Services | 527841 | ProgramServices |
| Management And General | 185457 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14647562 | Total |
| Program Services | 10839196 | ProgramServices |
| Management And General | 3808366 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1463224 | Total |
| Program Services | 1082786 | ProgramServices |
| Management And General | 380438 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1535236 | Total |
| Program Services | 1136075 | ProgramServices |
| Management And General | 399161 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767565 | Total |
| Program Services | 567998 | ProgramServices |
| Management And General | 199567 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3265742 | Total |
| Program Services | 2416649 | ProgramServices |
| Management And General | 849093 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340997 | Total |
| Program Services | 252338 | ProgramServices |
| Management And General | 88659 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159308 | Total |
| Program Services | 117888 | ProgramServices |
| Management And General | 41420 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1943468 | Total |
| Program Services | 1438166 | ProgramServices |
| Management And General | 505302 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3297862 | Total |
| Program Services | 2440418 | ProgramServices |
| Management And General | 857444 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774283 | Total |
| Program Services | 572969 | ProgramServices |
| Management And General | 201314 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 7915380 | 5857381 | 2057999 |
| ADMINISTRATIVE EXPENSES | 1482718 | 1097211 | 385507 |
| COMMUNITY NEEDS SUBSIDY | 1461936 | 1081833 | 380103 |
| INTERCOMPANY EXPENSES | -1976114 | -2385331 | 409217 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1623246 | Total |
| Program Services | 1201201 | ProgramServices |
| Management And General | 422045 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92261183 | Total |
| Program Services | 59235575 | ProgramServices |
| Management And General | 33025608 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10078326 | BOY |
| EOY | 8259432 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314648622 | BOY |
| EOY | 337006920 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588214 | BOY |
| EOY | 3475277 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432614 | BOY |
| EOY | 1232531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43137472 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6439527 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2832877 | BOY |
| EOY | 36697945 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15232265 | BOY |
| EOY | 5670178 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7502993 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289923740 | BOY |
| EOY | 294885720 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633736658 | BOY |
| EOY | 694730996 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46160186 | BOY |
| EOY | 31807101 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 16188338 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372894139 | BOY |
| EOY | 406555593 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422628 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102969128 | BOY |
| EOY | 90836985 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522446081 | BOY |
| EOY | 545388017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111290577 | BOY |
| EOY | 149342979 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111290577 | BOY |
| EOY | 149342979 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633736658 | BOY |
| EOY | 694730996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 23744534 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1777219 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 12530649 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE HOSPITALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860181654 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $59,235,575 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 59235575 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | THE GOVERNMENT RELATIONS STAFF OF SCOTTSDALE HEALTHCARE ARE THE PRIMARY LOBBYISTS FOR SCOTTSDALE HEALTHCARE AND ARE CHARGED WITH ADVANCING THE SYSTEM ADVOCACY PRIORITIES AT THE FEDERAL, STATE AND LOCAL LEVELS USING A DISTRIBUTIVE MODEL THAT INCLUDES EXECUTIVE STAFF, MEDICAL STAFF, BOARD OF DIRECTORS AND VOLUNTEER AUXILIARY. BECAUSE THE HEALTHCARE INDUSTRY IS SO HEAVILY REGULATED AND EVOLVING DAILY, WE HAVE A TEAM OF DEDICATED PROFESSIONALS WHO MEET REGULARLY WITH REPRESENTATIVES FROM THE FEDERAL AGENCIES, THE UNITED STATES CONGRESS, THE ARIZONA STATE LEGISLATURE, THE GOVERNOR'S OFFICE, THE ARIZONA DEPARTMENT OF HEALTH SERVICES, AND THE CITY OF SCOTTSDALE. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17524507 | OtherCostOrOtherBasis |
| Depreciation | 2295447 | Depreciation |
| Book Value | 15229060 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 716013 | OtherCostOrOtherBasis |
| Depreciation | 715814 | Depreciation |
| Book Value | 199 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20506055 | OtherCostOrOtherBasis |
| Depreciation | 3049009 | Depreciation |
| Book Value | 17457046 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4390897 | OtherCostOrOtherBasis |
| Depreciation | 379257 | Depreciation |
| Book Value | 4011640 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 36697945 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH RESERVED FOR FUNDED DEPR | 144962779 |
| DUE FROM AFFILIATES | 60710162 |
| TRUSTEE FUNDS | 25568520 |
| BOND ISSUE COSTS | 17042631 |
| INSURANCE RECOVERIES | 16913535 |
| CASH VALUE LIFE INSURANCE | 11816171 |
| RABBI TRUST RETIREMENT PLAN | 11266043 |
| OTHER RECEIVABLES | 6525631 |
| OTHER MISCELLANEOUS | 80248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 294885720 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE RESERVE | $35,805,967 |
| HEDGE RATE SWAP & MARK TO MARKET | $24,859,683 |
| SERP-EXEC RETIREMENT PLAN | $16,357,081 |
| EXEC DEFERRED COMPENSATION | $10,645,773 |
| PHYSICIAN GUARANTEE | $985,665 |
| ACCRUED INTEREST | $145,475 |
| MISC LIABILITIES | $2,037,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 90836985 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | UNCERTAIN TAX POSITIONS | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED AS OF SEPTEMBER 30, 2013. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| Central America and the Caribbean | Investments | 54957926 | |
| Central America and the Caribbean | Program Services | 12150706 | CAPTIVE INSURANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 67108632 | SubtotalAmountSpent |
| Total Amount Spent | 67108632 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 742355411 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 3550023 | AmountOfCashGrant |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | SCOTTSDALE HEALTHCARE HAS AN OVERLAP IN LEADERSHIP WHICH MONITORS THE USE OF GRANTS BETWEEN RELATED ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (29 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SADVARY | ||||||||||||||
| DIRECTOR/PRESIDENT & CEO | 675271 | 0 | 220488 | 0 | 371700 | 0 | 311221 | 0 | 9365 | 0 | 1588045 | 0 | 355410 | 0 |
| GARY E BAKER | ||||||||||||||
| SENIOR VICE PRESIDENT | 312315 | 0 | 67016 | 0 | 7137 | 0 | 173368 | 0 | 8603 | 0 | 568439 | 0 | 0 | 0 |
| DAVID A BARBER | ||||||||||||||
| VICE PRESIDENT | 253017 | 0 | 40980 | 0 | 3514 | 0 | 130509 | 0 | 10430 | 0 | 438450 | 0 | 0 | 0 |
| JAMES F BURKE | ||||||||||||||
| SENIOR VICE PRESIDENT | 299586 | 0 | 83632 | 0 | 11978 | 0 | 224826 | 0 | 12614 | 0 | 632636 | 0 | 0 | 0 |
| JAMES R CRAMER | ||||||||||||||
| VICE PRESIDENT | 280762 | 0 | 42273 | 0 | 1316002 | 0 | 135675 | 0 | 6448 | 0 | 1781160 | 0 | 1307911 | 0 |
| ALAN B KELLY | ||||||||||||||
| SENIOR VICE PRESIDENT | 281815 | 0 | 62386 | 0 | 114865 | 0 | 130587 | 0 | 6503 | 0 | 596156 | 0 | 107754 | 0 |
| TODD A LAPORTE | ||||||||||||||
| SENIOR VICE PRESIDENT | 407290 | 0 | 80603 | 0 | 8861 | 0 | 252677 | 0 | 10765 | 0 | 760196 | 0 | 0 | 0 |
| WENDY H LYONS | ||||||||||||||
| VICE PRESIDENT | 156618 | 0 | 37637 | 0 | 70821 | 0 | 52825 | 0 | 7634 | 0 | 325535 | 0 | 49922 | 0 |
| CAROL HENDERSON MCCUNE | ||||||||||||||
| SENIOR VICE PRESIDENT | 254347 | 0 | 58212 | 0 | 170169 | 0 | 132862 | 0 | 13625 | 0 | 629215 | 0 | 162753 | 0 |
| VIKKI L NOYES | ||||||||||||||
| VICE PRESIDENT | 208362 | 0 | 34999 | 0 | 3990 | 0 | 98095 | 0 | 5242 | 0 | 350688 | 0 | 0 | 0 |
| KIMBERLY A POST | ||||||||||||||
| VICE PRESIDENT | 244774 | 0 | 38523 | 0 | 11379 | 0 | 129302 | 0 | 5408 | 0 | 429386 | 0 | 0 | 0 |
| PEGGY J REILEY | ||||||||||||||
| SENIOR VICE PRESIDENT | 322238 | 0 | 73732 | 0 | 26369 | 0 | 67595 | 0 | 5668 | 0 | 495602 | 0 | 0 | 0 |
| RICHARD C SILVER | ||||||||||||||
| VICE PRESIDENT | 294707 | 0 | 37463 | 0 | 7272 | 0 | 27000 | 0 | 8992 | 0 | 375434 | 0 | 0 | 0 |
| MARK A SLATER | ||||||||||||||
| VICE PRESIDENT | 229258 | 0 | 40235 | 0 | 3516 | 0 | 129884 | 0 | 13665 | 0 | 416558 | 0 | 0 | 0 |
| BRIAN D STEINES | ||||||||||||||
| VICE PRESIDENT | 234259 | 0 | 37244 | 0 | 5041 | 0 | 98402 | 0 | 4368 | 0 | 379314 | 0 | 0 | 0 |
| DEAN C THOMAS | ||||||||||||||
| VICE PRESIDENT | 223119 | 0 | 39514 | 0 | 10980 | 0 | 118927 | 0 | 7292 | 0 | 399832 | 0 | 0 | 0 |
| LOIS E UNIAT | ||||||||||||||
| VICE PRESIDENT | 221184 | 0 | 23503 | 0 | 5550 | 0 | 9013 | 0 | 3276 | 0 | 262526 | 0 | 0 | 0 |
| KATHI L ZARUBI | ||||||||||||||
| VICE PRESIDENT | 203229 | 0 | 21262 | 0 | 7292 | 0 | 12763 | 0 | 6368 | 0 | 250914 | 0 | 0 | 0 |
| CHERALYN T BEAUDRY | ||||||||||||||
| ASSOCIATE VP-QUALITY/SAFETY | 188084 | 0 | 20381 | 0 | 8664 | 0 | 24627 | 0 | 2602 | 0 | 244358 | 0 | 0 | 0 |
| MICHAEL H HILDEBRANDT | ||||||||||||||
| ASSOCIATE VP-SUPPLY CHAIN | 178453 | 0 | 19699 | 0 | 19119 | 0 | 7291 | 0 | 1286 | 0 | 225848 | 0 | 0 | 0 |
| ROBERT A MARLOW | ||||||||||||||
| ASSOCIATE DIRECTOR-FMC | 213463 | 0 | 23436 | 0 | 5660 | 0 | 8176 | 0 | 4446 | 0 | 255181 | 0 | 0 | 0 |
| MARVIN MOE BELL | ||||||||||||||
| ASSOCIATE DIRECTOR-FMC | 203508 | 0 | 24907 | 0 | 5363 | 0 | 8497 | 0 | 8918 | 0 | 251193 | 0 | 0 | 0 |
| KRISTIE A DEYERLE | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | 204688 | 0 | 22092 | 0 | 6863 | 0 | 8260 | 0 | 1805 | 0 | 243708 | 0 | 0 | 0 |
| CYNTHIA L KEGOWICZ | ||||||||||||||
| DIRECTOR-FM RESIDENCY PROGRAM | 203856 | 0 | 24227 | 0 | 4257 | 0 | 8527 | 0 | 17769 | 0 | 258636 | 0 | 0 | 0 |
| BELLE A BUTLER | ||||||||||||||
| DIRECTOR-PATIENT ACCOUNTING | 159413 | 0 | 31292 | 0 | 1089 | 0 | 6510 | 0 | 3339 | 0 | 201643 | 0 | 0 | 0 |
| JAMES G STELZER | ||||||||||||||
| EXECUTIVE DIRECTOR-SEMG | 204946 | 0 | 13523 | 0 | 874 | 0 | 8429 | 0 | 5781 | 0 | 233553 | 0 | 0 | 0 |
| JEAN KNOEDLER | ||||||||||||||
| VP/ADMIN-THOMPSON PK | 0 | 0 | 0 | 0 | 107150 | 0 | 5094 | 0 | 1589 | 0 | 113833 | 0 | 0 | 0 |
| SUSAN LIVENGOOD | ||||||||||||||
| ASSOCIATE VP (THRU 10/5/2012) | 170421 | 0 | 24449 | 0 | 55254 | 0 | 22921 | 0 | 5070 | 0 | 278115 | 0 | 0 | 0 |
| MICHAEL R FOLEY | ||||||||||||||
| VICE PRESIDENT | 304606 | 0 | 59688 | 0 | 4253 | 0 | 24498 | 0 | 6405 | 0 | 399450 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1 | HOUSING ALLOWANCE - THE HOUSING ALLOWANCE IS A TEMPORARY ALLOWANCE WHICH IS TAXABLE AND PAID THROUGH PAYROLL ON THE FIRST PAYCHECK OF EACH MONTH DURING THE PERIOD OF THE TEMPORARY HOUSING. THIS IS PART OF THE RELOCATION PACKAGE FOR MANAGERS AND ABOVE AS WELL AS PHYSICIANS. THE AMOUNT PAID PER MONTH AND THE LENGTH IS DETERMINED BY THE LEVEL OF THE POSITION. TAX GROSS-UP PAYMENTS - THESE ARE PAYMENTS FOR: 1.) EMPLOYEES RECEIVING A TAXABLE AWARD, GIFT, OR GIFT CERTIFICATE; 2.) PAYMENTS MADE ON BEHALF OF STAFF TO VENDORS DUE TO A CRISIS; 3.) GROUP TERM LIFE EXCESS BENEFIT OF $50,000. IT IS AVAILABLE TO ANY RANK OF EMPLOYEE; OR 4.) A DOMESTIC PARTNER. IT IS AVAILABLE AT OPEN ENROLLMENT FOR INDIVIDUALS WHO WANT TO COVER THEIR NON-MARRIED PARTNER WITH MEDICAL AND/OR DENTAL COVERAGE. |
| SEVERANCE PAYMENTS | SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: JEAN KNOEDLER $107,150. SUSAN LIVENGOOD $41,980. |
| SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | SCOTTSDALE HEALTHCARE OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF SCOTTSDALE HEALTHCARE. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE AGE AND SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT FOR THE FOLLOWING INDIVIDUALS: GARY E BAKER DAVID A BARBER JAMES F BURKE JAMES R CRAMER JEAN KNOEDLER TODD A LAPORTE WENDY H LYONS CAROL H MCCUNE VIKKI L NOYES KIMBERLY A POST PEGGY J REILEY THOMAS J SADVARY MARK A SLATER BRIAN D STEINES DEAN C THOMAS ALAN B KELLY THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS TAXABLE WAGES AND COLUMN (F) AS AMOUNTS PREVIOUSLY REPORTED ON THE 990 AS DEFERRED. NOTE THAT THESE AMOUNTS WERE ACCUMULATED OVER MANY YEARS OF SERVICE TO THE ORGANIZATION. THOMAS J SADVARY - $355,410 JAMES R CRAMER - $1,307,911 ALAN B KELLY - $107,754 WENDY H LYONS - $49,922 CAROL HENDERSON MCCUNE - $162,753 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| THE IDA OF THE CITY OF SCOTTSDALE AZ | ||||||||
| A | 860494636 | 810472EX4 | 2006-05-25 | 175800000 | SEE PART VI | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | ||||||||
| B | 860494636 | 810472FW5 | 2008-06-04 | 151350684 | REFUND OF 5/25/06 & 8/1/07 BONDS | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | ||||||||
| C | 860494636 | 810472GBO | 2010-08-26 | 109852372 | SEE PART VI | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | ||||||||
| D | 860494636 | 2010-09-30 | 34310000 | REFUND OF 6/9/06 BONDS | false | true | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 81070281 | 11777422 | 0 | 0 | 1365670 | 12683620 | 0 | 78497454 | 0 | 0 | 2010 | true | false | true | true |
| B | 0 | 0 | 151350684 | 13271860 | 0 | 0 | 1911360 | 0 | 0 | 0 | 0 | 0 | true | false | false | true | |
| C | 0 | 0 | 109852372 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | true | false | false | true | |
| D | 0 | 0 | 34310000 | 0 | 0 | 0 | 210000 | 0 | 0 | 0 | 0 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
| C | false | false | false | false | 0 | false | false | false | true | |||
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | false | true | false | true | MRGN STNLYCITIMBIA | 8. | true | false | true | |
| 0 | |||||||||||
| B | false | false | false | false | false | 0 | false | true | |||
| 0 | |||||||||||
| C | false | false | false | true | MRGN STNLYCTIMBIA | 8. | true | false | true | false | |
| 0 | |||||||||||
| D | false | true | false | false | 0 | false | true | false | |||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | . | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | DESCRIPTION OF PURPOSE SCHEDULE K, PART I, COLUMN (F) BOND A - FINANCE NEW MONEY PROJECTS AND REFUND 7/8/93, 6/11/03 AND 6/25/03 BONDS. BOND C - CONVERSION OF SERIES 2006C-E THROUGH CURRENT REFUNDING OF 5/25/06 BONDS. SCHEDULE K, PART IV, LINE 2C BOND A - THE REBATE COMPUTATION WAS PERFORMED IN SEPTEMBER 2013 BOND B - THE REBATE COMPUTATION WAS PERFORMED IN JUNE 2013. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF THE ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | OUR MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE. OUR VISION IS TO BE THE PARTNER OF CHOICE AS WE TRANSFORM HEALTHCARE FOR OUR COMMUNITIES. WE WILL ATTAIN OUR VISION THROUGH THE FOLLOWING: - PROVIDING THE HIGHEST QUALITY OUTCOMES, EFFICIENT CARE AND BEST EXPERIENCE FOR OUR PATIENTS. - PROMOTING ACCESSIBLE AND CONVENIENT CARE THROUGH OUR CLINICALLY INTEGRATED DELIVERY NETWORK. - PURSUING STRATEGIC PARTNERSHIPS TO ACCELERATE LEARNING, INNOVATION AND OUR NETWORK DEVELOPMENT. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, DEVELOPMENT AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE CONTROLLER AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE TAX RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE CONTROLLER AND CHIEF FINANCIAL OFFICER FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A REVISED DRAFT THAT IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD OF DIRECTORS REVIEWS THE REVISED DRAFT AND SUBMITS COMMENTS TO THE CONTROLLER. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT PREPARED FOR FILING. THE FINAL DRAFT IS THEN MADE AVAILABLE FOR BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | EACH BOARD MEMBER, OFFICER OF THE CORPORATION AND BOARD COMMITTEE MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE COMPLIANCE OFFICE, ALONG WITH GENERAL COUNSEL, EXAMINES EACH DISCLOSURE STATEMENT WHERE POTENTIAL CONFLICTS HAVE BEEN DISCLOSED. RECOMMENDATIONS ARE MADE TO THE CHAIR OF THE BOARD ON HOW TO APPROPRIATELY REMEDIATE, MONITOR, OR ELIMINATE ANY CONFLICTS. THE COMPLIANCE OFFICE/GENERAL COUNSEL THEN PROVIDES TO THE INTERESTED PERSON, WITH COPIES TO THE CHAIR OF THE BOARD, THE CEO, AND, IF NEEDED, THE APPROPRIATE COMMITTEE CHAIR, A CORRESPONDENCE THAT SPECIFIES WHAT ACTIONS, CONDITION, OR MONITORING OF THE CONFLICT ARE REQUIRED AND WHETHER THE INTERESTED PERSON IS PERMITTED TO GIVE A PRESENTATION TO THE BOARD OR APPROPRIATE COMMITTEE AFTER FULL DISCLOSURE OF THE CONFLICT. IN SUCH AN EVENT, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE PROPOSED TRANSACTION IS DISCUSSED. THE INTERESTED PERSON IS REQUIRED TO CO-SIGN CORRESPONDENCE SENT BY THE GENERAL COUNSEL AND ADHERE TO IT THROUGHOUT THE YEAR. IF A CONFLICT OR FINANCIAL INTEREST ARISES AFTER THE ANNUAL DISCLOSURE PROCESS THE INTERESTED PERSON WILL CONSULT WITH THE COMPLIANCE OFFICE OR GENERAL COUNSEL AND UPDATE THE DISCLOSURE STATEMENT CONSISTENT WITH THE ADVICE OF THE GENERAL COUNSEL. A RECORD OF THE BOARD OR COMMITTEE MEETING WHERE PROPOSED TRANSACTIONS OR ARRANGEMENTS THAT ARE AFFECTED BY CONFLICT OF INTEREST AND THE MANAGEMENT OF SUCH ARE CONTAINED IN THE BOARD/COMMITTEE MINUTES. IF VIOLATIONS OF THE CONFLICT OF INTEREST POLICY/MANAGEMENT ARE REPORTED, THE GENERAL COUNSEL WILL LOOK INTO THE MATTER. CONFIRMED VIOLATIONS MAY INCLUDE REMOVAL FROM THE BOARD OR COMMITTEE OR OFFICER POSITION PURSUANT TO THE REMOVAL PROCEDURES STATED IN THE BYLAWS. BYLAWS INCLUDE THE PROVISIONS THAT INTERESTED PERSONS WHO RECEIVE COMPENSATION DIRECTLY OR INDIRECTLY FROM THE HOSPITAL SYSTEM MAY NOT VOTE IN SUCH MATTERS. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES MAKING CHOICES ON GOODS OR SERVICES FOR THE HOSPITAL SYSTEM OR WHAT AMOUNTS SHOULD BE PAID FOR GOODS OR SERVICES SHALL BE PROHIBITED FROM VOTING ON ANY SUCH MATTER AND MAY BE PROHIBITED FROM DISCUSSING THE MATTER. PERIODIC REVIEWS OF THE PROCESS ARE CONDUCTED. OUTSIDE EXPERTS MAY, BUT NEED NOT BE, USED TO EVALUATE POLICIES AND PROCESSES. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THEY UTILIZE AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN OCTOBER 2013. |
| AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC | FORM 990, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE CORPORATE CONTROLLER AT: 8125 N. HAYDEN ROAD, SCOTTSDALE, AZ 85258 INDIVIDUALS PREVIOUSLY REPORTED AS KEY EMPLOYEES FORM 990, PART VII, SECTION A CERTAIN INDIVIDUALS WERE REPORTED AS KEY EMPLOYEES IN PRIOR YEARS WHO DID NOT MEET THE RESPONSIBILITY TEST REQUIRED TO BE CONSIDERED A KEY EMPLOYEE. AS SUCH, THESE INDIVIDUALS ARE NO LONGER BEING REPORTED AS KEY EMPLOYEES. ADDITIONALLY, THESE INDIVIDUALS ARE NOT BEING REPORTED AS FORMER KEY EMPLOYEES BECAUSE THEY HAVE NEVER MET THE DEFINITION OF A "KEY EMPLOYEE" AS PER THE FORM 990 INSTRUCTIONS. |
| NOTES AND LOANS RECEIVABLE | FORM 990, PART X, LINE 7 | ALL OF THE NOTES AND LOANS RECEIVABLE REPORTED ON LINE 7 REPRESENT PHYSICIAN GUARANTEE AGREEMENTS THAT MUST BE PAID BACK IF THE PHYSICIANS DO NOT FULFILL THEIR CONTRACTS. PHYSICIANS ARE SENT A 1099 FOR THE FULL AMOUNT WHEN THEY ARE PAID. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | CHANGE CAUSED BY ADOPTION OF FAS 158 $8,119,980 JOINT VENTURE MINORITY INTEREST 4,410,669 ----------- TOTAL OTHER CHANGES IN NET ASSETS $12,530,649 =========== |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION FEES TOTAL FEES:3932290 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:3354628 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:AFFILIATION FEES TOTAL FEES:2472710 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:4887934 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE HOSPITALS | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860181654 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE HEALTHCARE REALTY CORPORATION | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735851 | RENTAL | AZ | 501(C)(2) | N/A | SHC | true |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 742355411 | FOUNDATION | AZ | 501(C)(3) | 7 | SHC | true |
| SCOTTSDALE MEMORIAL HEALTH SERVICES CO | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735859 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 203455823 | CAPTIVE INS. | AZ | 501(C)(3) | 11, TYPE 1 | SHC | true |
| SCOTTSDALE HEALTHCARE AUXILIARY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 237264497 | FUNDRAISING | AZ | 501(C)(3) | 9 | SHC | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE ASC LLC | ||||||||||
| 271450828 | HEALTHCARE | DE | SHC | RELATED | -156882 | 9872243 | false | $0 | false | 1.00000 |
| SCOTTSDALE SURG PARTNERS LLC | ||||||||||
| 201808351 | HEALTHCARE | DE | SHC ASC LLC | RELATED | 0 | 0 | false | $0 | false | |
| BILTMORE SURGICAL PARTNERS LLC | ||||||||||
| HEALTHCARE | DE | SHC ASC LLC | RELATED | 0 | 0 | false | $0 | false | ||
| MESA SURGICAL CENTER LLC | ||||||||||
| HEALTHCARE | DE | SHC ASC LLC | RELATED | 0 | 0 | false | $0 | false | ||
| GLOBALREHAB-SCOTTSDALE LLC | ||||||||||
| HEALTHCARE | AZ | SHH | RELATED | 0 | 0 | false | $0 | false | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE MSO INC | ||||||||||||||||||
| 8125 N HAYDEN ROAD SCOTTSDALE | SCOTTSDALE | AZ | 85258 | 860512895 | MSO, GROUP PURCH. | AZ | SHC | C CORP | 0 | 1481012 | 1.00000 | true | ||||||
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||||||||||||||||||
| CAPTIVE INS. | SHC | FOREIGN | 1.00000 | true | PO BOX 1085 5TH FLOOR | GEORGE TOWN | GRAND CAYMAN | CJ | KY1-1102 | CJ | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SCOTTSDALE HEALTHCARE FOUNDATION | ||
| B | 3550023 | COST |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||
| C | 135131 | COST |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||
| O | 2391536 | COST |
| SCOTTSDALE HEALTHCARE REALTY CORPORATION | ||
| K | 884588 | COST |
| SCOTTSDALE HEALTHCARE REALTY CORPORATION | ||
| O | 137490 | COST |
| SCOTTSDALE HEALTHCARE HOSPITALS | ||
| O | 385701263 | COST |
| SCOTTSDALE HEALTHCARE HOSPITALS | ||
| P | 52654 | COST |
| SCOTTSDALE HEALTHCARE HOSPITALS | ||
| Q | 2028770 | COST |
| SCOTTSDALE HEALTHCARE ASC LLC | ||
| B | 2200000 | COST |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||
| R | 12150706 | COST |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||
| R | 28169010 | COST |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NAME, ADDRESS, AND EIN OF RELATED PARTNERSHIPS | Identifier |
| Return Reference | SCHEDULE R, PART III, COLUMN (A) | ReturnReference |
| Explanation | SCOTTSDALE HEALTHCARE ASC, LLC EIN: 27-1450828 ADDRESS: 3621 N WELLS FARGO AVENUE, SCOTTSDALE, AZ 85251 SCOTTSDALE SURGICAL PARTNERS, LLC EIN: 20-1808351 ADDRESS: 9522 E SAN SALVADOR, SCOTTSDALE, AZ 85258 BILTMORE SURGICAL PARTNERS, LLC EIN: 26-4509307 ADDRESS: 27271 LAS RAMBLAS, SUITE 350, MISSION VIEJO, CA 92691 MESA SURGICAL CENTER, LLC EIN: 20-5322697 ADDRESS: 27271 LAS RAMBLAS, SUITE 350, MISSION VIEJO, CA 92691 GLOBALREHAB-SCOTTSDALE, LLC EIN: 27-4160293 ADDRESS: 1420 W MOCKINGBIRD LANE, STE 100, DALLAS, TX 75247 | Explanation |