TUALITY HEALTHCARE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TUALITY HEALTHCARE FOUNDATION (EIN 93-0751507)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201412269349301691
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T11:09:54-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931298398 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORDHAM GOODFELLOW LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 SE 2ND AVE | AddressLine1 |
| City | HILLSBORO | City |
| State | OR | State |
| ZIP Code | 971234016 | 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 | 930751507 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuality Healthcare Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TUAL | NameControl |
| Phone | 5036811170 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 SE Eighth Avenue | AddressLine1 |
| City | Hillsboro | City |
| State | OR | State |
| ZIP Code | 97123 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Fleischmann | Name |
| Title | CFO | Title |
| Phone | 5036811170 | Phone |
| Date Signed | 2014-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lester L Fordham | Name |
| PTIN | P00079631 | PTIN |
| Phone | 5036486651 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard Stenson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 SE EIGHTH AVENUE | AddressLine1 |
| City | HILLSBORO | City |
| State | OR | State |
| ZIP Code | 97123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1265469 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.tualityfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | The mission of the Tuality Healthcare Foundation is to acquire and manage philanthropic contributions. We direct these funds to medical and health education projects and programs that we believe will advance our community's physical and mental quality of life. The Tuality Healthcare Foundation exists to support and assist Tuality Healthcare in fulfilling its mission of building a healthier community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 812984 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 783516 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 114495 | InvestmentIncomePriorYear |
| Investment Income Current Year | 128965 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 99303 | OtherRevenuePriorYear |
| Other Revenue Current Year | 100168 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1026782 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1012649 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1296491 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 849600 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 8427 | OtherExpensePriorYear |
| Other Expenses Current Year | 187881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1304918 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1037481 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -278136 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -24832 | RevenuesLessExpensesCY |
| Total Assets BOY | 5626707 | TotalAssetsBOY |
| Total Assets EOY | 6292697 | TotalAssetsEOY |
| Total Liabilities BOY | 368285 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 321700 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5258422 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5970997 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the Tuality Healthcare Foundation is to acquire and manage philanthropic contributions. We direct these funds to medical and health education projects and programs that we believe will advance our community's physical and CONTINUED ON SCHEDULE O mental quality of life. The Tuality Healthcare Foundation exists to support and assist Tuality Healthcare in fulfilling its mission of building a healthier community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 849600 | Expense |
| Grants | 849600 | Grants |
| Description | Acquire and manage philanthropic contributions and direct the funds to medical and health education projects that will advance the quality of life for members of the community. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 92886 | Expense |
| Description | Health educational pamphlets and materials provided for various community health education programs | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 942486 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tim Fleischmann - TUALITY HEALTHCAR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5036811570 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 SE EIGHTH AVENUE | AddressLine1 |
| City | HILLSBORO | City |
| State | OR | State |
| ZIP Code | 97123 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RANDY BATEMAN | ||||||
| CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 |
| RALPH BROWN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARLYS CARTER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JW DARR | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL EGANS MD | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JD FUITEN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MIKE HENNINGSEN | ||||||
| VICE CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 |
| ROBERT HERB | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ANTHONY HOFFMAN DMD | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| SUE HORTON | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| NANCY PONZI | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| BOB TERRY | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARILYNN HELZERMAN | ||||||
| SECRETARY/TREASURER | 0.50 | X | X | 0 | 0 | 0 |
| AMY WALTZ | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RICHARD STENSON | ||||||
| CEO | 0.50 | X | X | 0 | 884624 | 89729 |
| DEBBIE CLARKE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ANN BARR-GILLESPIE PHD | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| TIM FLEISHCMANN | ||||||
| CFO | 0.50 | X | 0 | 210486 | 34000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1095110 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123729 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 489840 | FundraisingEvents |
| All Other Contributions | 293676 | AllOtherContributions |
| Total Contributions | 783516 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128965 | TotalRevenueColumn |
| Exclusion | $128,965 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 352988 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 489840 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 252820 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100168 | TotalRevenueColumn |
| Exclusion | $100,168 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1012649 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $229,133 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 819900 | Total |
| Program Services | 819900 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29700 | Total |
| Program Services | 29700 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884 | Total |
| Management And General | 884 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASE SERVICES | 185772 | 92886 | 92886 |
| SUPPLIES | 1225 | 1225 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1037481 | Total |
| Program Services | 942486 | ProgramServices |
| Management And General | 94995 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225250 | BOY |
| EOY | 89892 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75714 | BOY |
| EOY | 54403 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5268980 | BOY |
| EOY | 6135227 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56763 | BOY |
| EOY | 13175 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5626707 | BOY |
| EOY | 6292697 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4585 | BOY |
| EOY | 4231 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363700 | BOY |
| EOY | 317469 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368285 | BOY |
| EOY | 321700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686975 | BOY |
| EOY | 715276 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2045008 | BOY |
| EOY | 2807632 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2526439 | BOY |
| EOY | 2448089 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5258422 | BOY |
| EOY | 5970997 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5626707 | BOY |
| EOY | 6292697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -24832 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 737380 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 27 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuality Healthcare | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930430029 | EIN |
| Type Of Organization | Hospital-7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $819,900 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 819900 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4571447 | BeginningOfYearBalance |
| Contributions | 1001098 | Contributions |
| Investment Earnings Or Losses | 773916 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13609 | GrantsOrScholarships |
| Other Expenditures | 1077130 | OtherExpenditures |
| End Of Year Balance | 5255722 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4008068 | BeginningOfYearBalance |
| Contributions | 911906 | Contributions |
| Investment Earnings Or Losses | 688295 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22507 | GrantsOrScholarships |
| Other Expenditures | 1014315 | OtherExpenditures |
| End Of Year Balance | 4571447 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4442993 | BeginningOfYearBalance |
| Contributions | 948326 | Contributions |
| Investment Earnings Or Losses | -27010 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23876 | GrantsOrScholarships |
| Other Expenditures | 1332366 | OtherExpenditures |
| End Of Year Balance | 4008067 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4402566 | BeginningOfYearBalance |
| Contributions | 800425 | Contributions |
| Investment Earnings Or Losses | 255430 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 31410 | GrantsOrScholarships |
| Other Expenditures | 984018 | OtherExpenditures |
| End Of Year Balance | 4442993 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4473568 | BeginningOfYearBalance |
| Contributions | 944880 | Contributions |
| Investment Earnings Or Losses | 24688 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22124 | GrantsOrScholarships |
| Other Expenditures | 1018446 | OtherExpenditures |
| End Of Year Balance | 4402566 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.47000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.53000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Affiliates | Description |
| Amount | $317,469 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 317469 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Pt V Line 4 See attached Annual Report | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Salud Auction | NameOfEvent1 |
| Gross Receipts Event1 | 697719 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 452742 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 244977 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 199389 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Dinner Dance | NameOfEvent2 |
| Gross Receipts Event2 | 71578 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 34357 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 37221 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 32906 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 73531 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2741 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 70790 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20075 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 842828 | GrossReceiptsTotal |
| Charitable Contributions Total | 489840 | CharitableContributionsTotal |
| Gross Revenue Total Events | 352988 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 252370 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 252370 | DirectExpenseSummaryEvents |
| Net Income Summary | 100618 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuality Healthcare | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 SE Eighth Avenue | AddressLine1 |
| City | Hillsboro | City |
| State | OR | State |
| ZIP Code | 97123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 930430029 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 819900 | AmountOfCashGrant |
| Purpose Of Grant | Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Education Scholarships | TypeOfGrant |
| Number Of Recipients | 55 | NumberOfRecipients |
| Amount Of Cash Grant | 29700 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Internal records document the supported organization's use of funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD STENSON | ||||||||||||||
| CEO | 0 | 884624 | 0 | 0 | 0 | 0 | 0 | 89729 | 0 | 0 | 0 | 974353 | 0 | 0 |
| TIM FLEISHCMANN | ||||||||||||||
| CFO | 0 | 210486 | 0 | 0 | 0 | 0 | 0 | 34000 | 0 | 0 | 0 | 244486 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | Richard Stenson - $24,000 paid in the fiscal year ended 9/30/2013 Part I, Line 4b: Under the plan, Tuality Healthcare is obligated to contribute vested accrued benefits to the participant's plan account. Contributions to the participant's plan account are made on a monthly basis at an amount equal to two thousand dollars per month. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Tuality Health Care is the sole member designated as the "Corporate Member" of Tuality Healthcare Foundation. | |
| Form 990, Part VI, Section A, line 7a | The Tuality Healthcare Board of Directors approves Directors appointed to the Tuality Healthcare Foundation Board. | |
| Form 990, Part VI, Section A, line 7b | Upon request of the Board and such other times as the Corporate Member may elect, the Corporate Member shall review the affairs of Tuality Healthcare Foundation and take such action as it deems appropriate in accordance with Tuality Healthcare Foundation's bylaws. | |
| Form 990, Part VI, Section B, line 11 | A copy of the 990 is reviewed by Tuality Hospital's Chief Financial Officer. Then it is presented to the Tuality Foundation Board of Directors prior to the filing of the 990. | |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by making it part of the employee's annual review. Board members are also required to review the policy annually. All afore said parties are required to certify that they have read the conflict of interest policy, have disclosed any potential conflicts of interest, and agree to immediately notify the Compliance Officer if a conflict should arise. Corrective actions are to be taken immediately to address any conflicts of interest. | |
| Form 990, Part VI, Section B, line 15 | An independent board of directors is responsible for determining the compensation of CEOs, executive directors, officers, and key employees. Compensation is reviewed annually. Comparability data is taken into consideration in setting compensation. | |
| Form 990, Part VI, Section C, line 19 | The organization's tax returns are made available for public inspection on the following website: Guidestar.org. Governing documents are made available upon written request to the Chief Financial Officer of Tuality Healthcare. | |
| Form 990, Part XI, line 9: | Rounding 27. | Changes in Net Assets or Fund Balances: |
| Tuality Healthcare's board of directors and officers of the organization are responsible for overseeing the financial audit and choosing qualified auditors. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Tuality Healthcare | ||||||||||
| 335 SE Eighth Avenue | Hillsboro | OR | 97123 | 930430029 | Hospital | OR | 501(c)(3) | 3 | Tuality Healthcare Inc | 0 |
| Tuality Property Management Inc | ||||||||||
| PO Box 309 | HIllsboro | OR | 97123 | 930840810 | Exempt Organization Property Management | OR | 501(c)(2) | N/A | Tuality Healthcare Inc | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuality Management Systems Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 SE 8th Avenue | AddressLine1 |
| City | Hillsboro | City |
| State | OR | State |
| ZIP Code | 97123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930840778 | EIN |
| Primary Activity | Other Medical Services | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tuality Healthcare Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Tuality Healthcare Inc | ||
| B | 819900 | Cash |
| Tuality Healthcare Inc | ||
| O | 365721 | Actual Cost |
| Tuality Healthcare Inc | ||
| P | 185000 | Cash |
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