MEMORIAL MEDICAL CENTER FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MEMORIAL MEDICAL CENTER FOUNDATION (EIN 95-6105984)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2014-03-26
- IRS object ID
- 201420859349300522
- Schema version
- 2011v1.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-26T12:32:26-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 178 S RIO GRANDE STREET SUITE 400 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956105984 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Memorial Medical Center Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LYNNE BOLEN | InCareOfName |
| Name Control | MEMO | NameControl |
| Phone | 5629331943 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90806 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES F NORMANDIN | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2014-03-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013503300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | JAMES F NORMANDIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17860478 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 5661 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LBMMCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT FOR PATIENTS SERVED AT LONG BEACH MEMORIAL AND MILLER CHILDREN'S HOSPITAL IN AREAS OF EDUCATION, CLINICAL RESEARCH, MEDICAL EQUIPMENT AND PATIENT CARE PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 12212317 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9648238 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8101316 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2879288 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136916 | OtherRevenuePriorYear |
| Other Revenue Current Year | 316671 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20450549 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12844197 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4428241 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6193236 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2691874 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2639604 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 31495 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2230353 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2571817 | OtherExpensePriorYear |
| Other Expenses Current Year | 1413797 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9723427 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10246637 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10727122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2597560 | RevenuesLessExpensesCY |
| Total Assets BOY | 164280312 | TotalAssetsBOY |
| Total Assets EOY | 160848151 | TotalAssetsEOY |
| Total Liabilities BOY | 25496506 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23130867 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 138783806 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 137717284 | 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 | 6193236 | Expense |
| Grants | 6193236 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 6193236 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | 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 | true | 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 | false | TaxExemptBonds |
| 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 | true | 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 | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 90 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LYNNE BOLEN | NamePerson |
| Telephone Number | 5629331663 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| H Richard Adams MD | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Alex Bellehumeur | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| James Cordova | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Jack Dilday | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| William Durkee | |||||||
| Board Member - Secretary | 1.0 | X | 0 | 0 | 0 | X | |
| James Emslie | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| David Erickson | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| John Fielder | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Alan Fox | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Roger Freeman MD | |||||||
| Board Member | 1.0 | X | 0 | 3250 | 0 | ||
| Charles Fullerton | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Gerald Good | |||||||
| Bd Member-Treasurer (PT YEAR) | 1.0 | X | 0 | 0 | 0 | X | |
| Diana Hendel | |||||||
| Board Member | 1.0 | X | 0 | 665086 | 328065 | ||
| R Whitney Latimer | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Kathy Lingle | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Jon Masterson | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| John Messenger MD | |||||||
| Board Member | 1.0 | X | 0 | 75996 | 0 | ||
| James Mintie | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Lorie Moran | |||||||
| Board Member - 2nd Vice Chair | 1.0 | X | 0 | 0 | 0 | X | |
| Ron Piazza | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Peter Ridder | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Tom Shadden | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Candice Stacy | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Kevin Tiber | |||||||
| Board Member - Chair | 1.0 | X | 0 | 0 | 0 | X | |
| Gary Van Arnam | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Christine Walker | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| William Webster MD | |||||||
| Board Member - 1st Vice Chair | 1.0 | X | 0 | 0 | 0 | ||
| Sandy Wells | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Laura Wynne | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Joe Zucchero | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| James F Normandin | |||||||
| President/CEO, Board Member | 60.0 | X | 0 | 356353 | 45095 | X | |
| Janice E Fauchier | |||||||
| Vice President Finance/CFO | 60.0 | 0 | 223800 | 28363 | X | ||
| Thomas R Poole | |||||||
| Vice President | 60.0 | 0 | 201196 | 24689 | X | ||
| Devon Dougherty | |||||||
| Vice President | 60.0 | 0 | 189555 | 30391 | X | ||
| Brett Beck | |||||||
| Foundation Development Officer | 60.0 | 0 | 134240 | 26692 | X | ||
| Carol Hunold | |||||||
| Top Financial Official | 60.0 | 0 | 0 | 0 | X | ||
| Iris P Quiroz | |||||||
| Director of Development | 50.0 | 0 | 131742 | 14739 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1981218 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 498034 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HIGHLAND ASSOCIATES | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 HIGHLAND AVE SO SUITE 200 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352052478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT CONSULT | DescriptionOfServices |
| Compensation | 152911 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 1268587 | FundraisingEvents |
| All Other Contributions | 8379651 | AllOtherContributions |
| Noncash Contributions | 173436 | NoncashContributions |
| Total Contributions | 9648238 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3568746 | TotalRevenueColumn |
| Exclusion | $3,568,746 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35550 | TotalRevenueColumn |
| Exclusion | $35,550 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11216 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11216 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11216 | TotalRevenueColumn |
| Exclusion | $11,216 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3701460 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4390918 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -689458 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -689458 | TotalRevenueColumn |
| Exclusion | -$689,458 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 780399 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1268587 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 625363 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 155036 | TotalRevenueColumn |
| Exclusion | $155,036 | ExclusionAmount |
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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 114869 | TotalRevenueColumn |
| Exclusion | $114,869 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 114869 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12844197 | TotalRevenueColumn |
| Exclusion | $3,195,959 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6193236 | Total |
| Program Services | 6193236 | 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 | 854140 | Total |
| Management And General | 170828 | ManagementAndGeneral |
| Fundraising | 683312 | Fundraising |
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 | 993132 | Total |
| Management And General | 496566 | ManagementAndGeneral |
| Fundraising | 496566 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127075 | Total |
| Management And General | 63537 | ManagementAndGeneral |
| Fundraising | 63538 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543176 | Total |
| Management And General | 271588 | ManagementAndGeneral |
| Fundraising | 271588 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122081 | Total |
| Management And General | 39066 | ManagementAndGeneral |
| Fundraising | 83015 | Fundraising |
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 | 9500 | Total |
| Management And General | 6500 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52767 | Total |
| Management And General | 52767 | 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 | 230844 | Total |
| Management And General | 230844 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159394 | Total |
| Management And General | 146224 | ManagementAndGeneral |
| Fundraising | 13170 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320632 | Total |
| Fundraising | 320632 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242381 | Total |
| Management And General | 176423 | ManagementAndGeneral |
| Fundraising | 65958 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80199 | Total |
| Management And General | 21909 | ManagementAndGeneral |
| Fundraising | 58290 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7014 | Total |
| Management And General | 7014 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39761 | Total |
| Management And General | 6782 | ManagementAndGeneral |
| Fundraising | 32979 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29427 | Total |
| Management And General | 29427 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96923 | Total |
| Management And General | 96923 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| DONOR DEVELOPMENT | 134428 | 4522 | 129906 |
| BOOKS & SUBSCRIPTIONS | 2019 | 2019 | |
| PLAQUES & RECOGNITION AWARDS | 1117 | 65 | 1052 |
| OTHER FUNDRAISING EXPENSES | 7391 | 2063 | 5328 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10246637 | Total |
| Program Services | 6193236 | ProgramServices |
| Management And General | 1823048 | ManagementAndGeneral |
| Fundraising | 2230353 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3159066 | BOY |
| EOY | 2432514 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4331581 | BOY |
| EOY | 3848046 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5727347 | BOY |
| EOY | 6657351 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9844405 | BOY |
| EOY | 5721563 | 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 | 2897500 | BOY |
| EOY | 3371389 | 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 | 203867 | BOY |
| EOY | 199786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1211703 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1583331 | BOY |
| EOY | 1211703 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120563480 | BOY |
| EOY | 122052610 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15698682 | BOY |
| EOY | 15092082 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271053 | BOY |
| EOY | 261107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164280312 | BOY |
| EOY | 160848151 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214130 | BOY |
| EOY | 300112 | 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 | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 396520 | BOY |
| EOY | 387189 | 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 | 24885856 | BOY |
| EOY | 22443566 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25496506 | BOY |
| EOY | 23130867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31572913 | BOY |
| EOY | 30366691 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72297250 | BOY |
| EOY | 69379585 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34913643 | BOY |
| EOY | 37971008 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138783806 | BOY |
| EOY | 137717284 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164280312 | BOY |
| EOY | 160848151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2597560 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3664082 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14562520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15787709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15217638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12212317 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9648238 | CurrentTaxYear |
| Total | 67428422 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14562520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15787709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15217638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12212317 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9648238 | CurrentTaxYear |
| Total | 67428422 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5487843 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61940579 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2711109 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2093456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2865369 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2531559 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3615512 | CurrentTaxYear |
| Total | 13817005 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63686 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155036 | CurrentTaxYear |
| Total | 218722 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 173991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 262489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114869 | CurrentTaxYear |
| Total | 656563 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 82120712 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75426 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78393 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 145000 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 50000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1626077 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 261107 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | true | AgentTrusteeEtc |
| Beginning Balance | 670304 | BeginningBalance |
| Additions During Year | 37536 | AdditionsDuringYear |
| Distributions During Year | 51761 | DistributionsDuringYear |
| Ending Balance | 656079 | EndingBalance |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86327932 | BeginningOfYearBalance |
| Contributions | 2247799 | Contributions |
| Investment Earnings Or Losses | -537527 | InvestmentEarningsOrLosses |
| Other Expenditures | 2314764 | OtherExpenditures |
| Administrative Expenses | 98326 | AdministrativeExpenses |
| End Of Year Balance | 85625114 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72614032 | BeginningOfYearBalance |
| Contributions | 3081643 | Contributions |
| Investment Earnings Or Losses | 13104654 | InvestmentEarningsOrLosses |
| Other Expenditures | 2363176 | OtherExpenditures |
| Administrative Expenses | 109221 | AdministrativeExpenses |
| End Of Year Balance | 86327932 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61652520 | BeginningOfYearBalance |
| Contributions | 5115815 | Contributions |
| Investment Earnings Or Losses | 7418582 | InvestmentEarningsOrLosses |
| Other Expenditures | 1146002 | OtherExpenditures |
| Administrative Expenses | 426883 | AdministrativeExpenses |
| End Of Year Balance | 72614032 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78351650 | BeginningOfYearBalance |
| Contributions | 1015827 | Contributions |
| Investment Earnings Or Losses | -15453962 | InvestmentEarningsOrLosses |
| Other Expenditures | 1774445 | OtherExpenditures |
| Administrative Expenses | 486550 | AdministrativeExpenses |
| End Of Year Balance | 61652520 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.35000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 50000 | InvestmentCostOrOtherBasis |
| Book Value | 50000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1161703 | InvestmentCostOrOtherBasis |
| Book Value | 1161703 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1211703 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 15092082 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15092082 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATED ORGANIZATION | $1,486,781 |
| SPLIT INTEREST AGREEMENT LIABILITY | $20,956,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22443566 | TotalOfAmounts |
| Total Revenue | 12844197 | TotalRevenue |
| Total Expenses | 10246637 | TotalExpenses |
| Excess Or Deficit For Year | 2597560 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3663447 | NetUnrealizedGLOnInvestments |
| Other | -$635 | OtherAmount |
| Total Adjustments | -3664082 | TotalAdjustments |
| Excess Or Deficit Per FS | -1066522 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9806113 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3663447 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -3663447 | RevenueNotRptdF990 |
| Revenue Subtotal | 13469560 | RevenueSubtotal |
| Other Revenues Not Included | -625363 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -625363 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12844197 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10872000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 625363 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 625363 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10246637 | ExpensesSubtotal |
| Total Expenses Per Form990 | 10246637 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS OF ART | SCHEDULE D, PART III, LINE 4 | THE COLLECTION OF ARTWORK CONSISTS OF A TOTAL OF 11 PAINTINGS. 3 PAINTINGS BY CONTEMPORARY ARTISTS ARE FOR PUBLIC DISPLAY IN THE HOSPITAL BUILDING'S MEDICAL LIBRARY, RADIATION ONCOLOGY, AND CARDIAC REHABILITATION FOR THE BENEFIT OF PATIENTS, STAFF AND CLINICIANS. 6 ARE DISPLAYED IN THE BICKERSTAFF PEDIATRIC FAMILY CENTER AND 2 ARE DISPLAYED IN THE CHILDREN'S CLINIC AREA. |
| TRUST, ESCROW AND CUSTODIAL ARRANGEMENTS | SCHEDULE D, PART IV, LINE 1B | THE MEMORIAL MEDICAL CENTER FOUNDATION ACTS AS THE CUSTODIAN AND ADMINISTRATOR OF CERTAIN ASSETS OF ONE PRIVATE FOUNDATION WHICH SUPPORTS AND BENEFITS THE MEMORIAL MEDICAL CENTER FOUNDATION AND OTHER PUBLICLY SUPPORTED CHARITIES. THE MAIN RESPONSIBILITIES OF THE FOUNDATION ARE THE PROPER STEWARDSHIP AND ACCOUNTING OF THE PRIVATE FOUNDATION'S ASSETS IN ORDER TO ACCOMPLISH ITS PUBLIC MISSION. |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | MEMORIAL MEDICAL CENTER FOUNDATION USES THE ENDOWMENT FUNDS TO GENERATE INCOME TO SUPPORT VARIOUS PROGRAMS, EDUCATION, RESEARCH AND EQUIPMENT AS DESIGNATED BY THE DONOR. THE VARIOUS ENDOWMENT FUNDS OF THE FOUNDATION AGGREGATING $85.6 MILLION AS OF JUNE 30, 2012 ARE USED TO SUPPORT THE LONG BEACH MEMORIAL MEDICAL CENTER'S AREAS OF EXCELLENCE COVERING CLINICAL RESEARCH, MEDICAL STAFF CONTINUING EDUCATION, PATIENT CARE AND IN VARIOUS PROGRAMS WHERE THE NEED IS GREATEST. FOR THE YEAR ENDED JUNE 30, 2012, APPROXIMATELY $2.31 MILLION WAS SPENT FOR THE AFOREMENTIONED PROGRAMS. |
| CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | SCHEDULE D, PART X, LINE 2 | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAX, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2012. |
| RECON OF CHANGE IN NET ASSETS PER AFS WITH CHANGE IN NET ASSETS PER RETURN | SCHEDULE D, PART XI, LINE 8 | $(635) - ROUNDING |
| RECON OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN | SCHEDULE D, PART XII, LINE 4C | $(625,363) - RECLASSIFICATION OF FUNDRAISING EXPENSES |
| RECON OF EXPENSES PER AUDITED FINANCIAL STATEMENTS W/ EXPENSES PER RETURN | SCHEDULE D, PART XIII, LINE 2D | $625,363 - RECLASSIFICATION OF FUNDRAISING EXPENSES |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 10803892 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10803892 | SubtotalAmountSpent |
| Total Amount Spent | 10803892 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN F. | Explanation |
Schedule G IRS990ScheduleG
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds |
|---|---|---|
| na FUND-RAISING CONSULTING | GENERAL CONSULTING | false |
| OFFSITE RESOURCES | PLAN. GIV. CONSULTANT | false |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TORCH RUN | NameOfEvent1 |
| Gross Receipts Event1 | 422468 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 288152 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 134316 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 13820 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 628 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 59587 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 389780 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 318400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 71380 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 20039 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 81585 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 26658 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1236738 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 662035 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 574703 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 3113 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 102038 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 317895 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2048986 | GrossReceiptsTotal |
| Charitable Contributions Total | 1268587 | CharitableContributionsTotal |
| Gross Revenue Total Events | 780399 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 36972 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 184251 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 404140 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 625363 | DirectExpenseSummaryEvents |
| Net Income Summary | 155036 | NetIncomeSummary |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90806 | ZIPCode |
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 | LONG BEACH MEMORIAL MEDICAL CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1428 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908011428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 953527031 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 6193236 | 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 | GRANTS FUNDING REQUIRES TRACKING OF DETAILED EXPENSES AND/OR DETAILED REPORTING TO MEMORIAL MEDICAL CENTER FOUNDATION BY THE RECIPIENTS WITHIN THE HOSPITAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Diana Hendel | |||||||||||||
| 0 | 434903 | 0 | 171157 | 0 | 59026 | 0 | 307330 | 0 | 20735 | 0 | 993151 | 0 | 0 |
| James F Normandin | |||||||||||||
| 0 | 270539 | 0 | 32975 | 0 | 52839 | 0 | 25000 | 0 | 20095 | 0 | 401448 | 0 | 0 |
| Janice E Fauchier | |||||||||||||
| 0 | 184838 | 0 | 0 | 0 | 38962 | 0 | 20192 | 0 | 8171 | 0 | 252163 | 0 | 0 |
| Thomas R Poole | |||||||||||||
| 0 | 177136 | 0 | 3630 | 0 | 20430 | 0 | 10522 | 0 | 14167 | 0 | 225885 | 0 | 0 |
| Devon Dougherty | |||||||||||||
| 0 | 159223 | 0 | 3251 | 0 | 27081 | 0 | 11538 | 0 | 18853 | 0 | 219946 | 0 | 0 |
| Brett Beck | |||||||||||||
| 0 | 128845 | 0 | 0 | 0 | 5395 | 0 | 8289 | 0 | 18403 | 0 | 160932 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | SCHEDULE J, PART I, LINE 3 | THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS DETERMINED BY MEMORIAL HEALTH SERVICES (MHS), THE TAX-EXEMPT PARENT OF MEMORIAL MEDICAL CENTER FOUNDATION'S SOLE MEMBER, LONG BEACH MEMORIAL MEDICAL CENTER. SEE SCHEDULE O FOR 990, PART VI, LINE 15A FOR THE PROCESS USED BY MHS TO DETERMINE COMPENSATION. |
| SCHEDULE J, PART I, LINE 4B | MEMORIAL HEALTH SERVICES SPONSORS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) COVERING SELECTED EXECUTIVES AS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE SERP PROVIDES FOR A LUMP SUM PAYMENT TO EACH EXECUTIVE AT VESTING DATE AS DEFINED IN THE SERP AGREEMENT. THERE WERE NO PAYOUTS FROM THE SERP DURING THE CURRENT YEAR. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 64045 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 92091 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED FOR CONTRIBUTIONS RECEIVED | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE AMOUNTS REPORTED IN COLUMN B ARE THE AMOUNT OF ITEMS RECEIVED BY MEMORIAL MEDICAL CENTER FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REASON FOR AMENDED 990 | FORM 990, BOX B | THE FORM 990 IS BEING AMENDED TO CORRECT DEFERRED COMPENSATION AMOUNTS REPORTED ON PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C FOR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE REVISED AMOUNTS REFLECT THE INCREASE OR (DECREASE) IN THE ACTUARIAL VALUE FOR THE YEAR FOR EACH EXECUTIVE PARTICIPATING IN THE NON QUALIFIED DEFINED BENEFIT PLAN. |
| MISSION STATEMENT | FORM 990, PART I, LINE 1 | TO PROVIDE THAT "EXTRA MEASURE OF CARE" FOR PATIENTS SERVED AT THE NOT-FOR-PROFIT LONG BEACH MEMORIAL MEDICAL CENTER AND MILLER CHILDREN'S HOSPITAL LONG BEACH, CALIFORNIA, THROUGH PHILANTHROPIC GIFTS AND GRANTS FOR HEALTHCARE EDUCATION, CLINICAL RESEARCH, MEDICAL EQUIPMENT AND PATIENT CARE PROGRAMS. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4 | A 30-MEMBER VOLUNTEER BOARD OF DIRECTORS, A FINANCE COMMITTEE, AN INVESTMENT COMMITTEE AND A GRANTS APPLICATION COMMITTEE MEET BI-MONTHLY OR QUARTERLY. THE BOARD HAS HELPED RAISE PHILANTROPIC GIFTS, GRANTS AND PLEDGES, INVEST THEM PROPERLY, AND DISTRIBUTE THEM APPROPRIATELY TO LONG BEACH MEMORIAL MEDICAL CENTER AND MILLER CHILDREN'S HOSPITAL BY MATCHING THE NEED FOR HIGH QUALITY PATIENT CARE WITH DONORS' WISHES. THEIR WORK INCLUDES THE MANAGEMENT OF ALL ASSETS IN THE ENTIRE PORTFOLIO CONTAINING MORE THAN 190 CHARITABLE TRUST AND CHARITABLE GIFT ANNUITIES. SINCE ITS INCEPTION OVER 45 YEARS AGO, NEARLY 250 COMMUNITY MEMBERS HAVE GIVEN TIME, TALENT AND TREASURE TO OVERSEE THIS FOUNDATION. THOUSANDS OF PHILANTHROPIC FRIENDS GIVING $303 MILLION IN PHILANTHROPIC GIFTS FOR: (1) MEDICAL EDUCATION, PROVIDING 24 HOUR PHYSICIAN CARE FOR PATIENTS; (2) STAFF AND COMMUNITY HEALTH CARE EDUCATION; (3) PATIENT CARE INITIATIVES, UNIQUE AND CRITICAL CLINICAL EQUIPMENT AND CAPITAL SUPPORT FOR CONSTRUCTION AND RENOVATION; (4) TOTAL SUPPORT OF A CLINICAL RESEARCH PROGRAM WITH HUNDREDS OF PROJECTS AND PROTOCOLS, ALONG WITH A FREE-STANDING CENTER FOR HEALTH SCIENCE BUILDING; (5) A CENTER FOR HEALTH EDUCATION, INCLUDING A MEDICAL LIBRARY, THEATER AND FORUM; (6) THE MILLER CHILDREN'S HOSPITAL, AND THE LEAVY RADIATION ONCOLOGY CENTER, WITHIN THE TODD CANCER INSTITUTE, THE MEMORIAL HEART AND VASCULAR INSTITUTE, ETC. FOUNDATION FUNDS HAVE BENEFITED AN UNTOLD NUMBER OF PATIENTS, COMMUNITY MEMBERS, AND HEALTH CARE PROFESSIONALS. |
| DESCRIPTION OF BUSINESS RELATIONSHIPS | FORM 990, PART VI, LINE 2 | CHRISTINE WALKER AND KEVIN TIBER HAVE A BUSINESS RELATIONSHIP. |
| DESCRIPTION OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 | LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC) IS THE SOLE CORPORATE MEMBER OF MEMORIAL MEDICAL CENTER FOUNDATION (MMCF). |
| DESCRIPTION OF CLASSES OF PERSONS AND NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | THE LBMMC BOARD APPOINTS THE MEMBERS OF THE MMCF BOARD. |
| DESCRIPTION OF CLASSES OF PERSONS AND NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7B | THE EXERCISE OF THE FOLLOWING POWERS IS RESERVED TO THE CORPORATION'S MEMBER, LONG BEACH MEMORIAL MEDICAL CENTER: A. ADOPT MISSION, PHILOSOPHY AND VALUES STATEMENTS OF THE CORPORATION AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS. B. AMEND OR RESTATE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. C. ELECT AND REMOVE DIRECTORS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. D. SELL, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. E. MERGE, CONSOLIDATE, REORGANIZE OR VOLUNTARILY DISSOLVE THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. F. FORM OR ACQUIRE A SUBSIDIARY OR AFFILIATE ENTITY OR ENTER INTO AN AGREEMENT TO ACT AS A GENERAL PARTNER. G. RETAIN AN ATTORNEY OR FIRM OF ATTORNEYS TO PROVIDE LEGAL SERVICES FOR THE CORPORATION. H. AUTHORIZE THE PURCHASE OF INSURANCE PROVIDING COVERAGE FOR THE CORPORATION AND ITS PROPERTIES AS WELL AS THE ESTABLISHMENT AND OPERATION OF A PROGRAM OF RISK MANAGEMENT. I. RETAIN AN ACCOUNTANT OR FIRM OF ACCOUNTANTS TO PROVIDE ACCOUNTING AND AUDITING SERVICES FOR THE CORPORATION. J. ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS FOR THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE. K. INCUR INDEBTEDNESS, IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. L. AUTHORIZE ANY UNBUDGETED EXPENDITURES IN EXCESS OF $150,000 FOR CAPITAL IMPROVEMENTS TO THE PROPERTIES OWNED BY THE CORPORATION AND NOT APPROVED BY THE BUDGET PROCEDURE. M. ADOPT A STRATEGIC LONG-RANGE OR MASTER PLAN FOR THE CORPORATION AND ANY SUBSIDIARY OR AFFILIATE AND RETAIN ANY CONSULTANTS WITH RESPECT THERETO. N. ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER. O. APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. THE GENERAL MEMBER SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT. P. CONTRACTING WITH ANY THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE 990 WAS PREPARED BY THE ACCOUNTING DEPARTMENT WITH INFORMATION GATHERED FROM LEGAL AND UPPER MANAGEMENT. THE MEMORIAL MEDICAL CENTER FOUNDATION CFO REVIEWED THE FORM 990 FOR ACCURACY, AND REVIEWED IT WITH THE CEO. WITH THE ASSISTANCE OF AN OUTSIDE ACCOUNTING FIRM, THE FORM 990 WAS PRESENTED TO THE GOVERNING BOARD PRIOR TO FILING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | THE MHS GENERAL COUNSEL'S OFFICE ANNUALLY SURVEYS EACH DIRECTOR AND OFFICER AND REQUIRES AFFIRMATION THAT THE CONFLICT OF INTEREST POLICY HAS BEEN READ AND UNDERSTOOD. THE RESULTS OF THE SURVEY ARE REPORTED TO THE GOVERNANCE COMMITTEE OF THE PARENT, MEMORIAL HEALTH SERVICES, WHICH IS RESPONSIBLE FOR GOVERNANCE OVERSIGHT AND NOMINATIONS. CONFLICTS ARE EVALUATED FOR BEING OCCASIONAL OR DISABLING IN NATURE. THE GENERAL COUNSEL MADE THE INITIAL EVALUATION AND ADVISED THE GOVERNANCE COMMITTEE IN ITS DELIBERATIONS. IF, AND AS AN OCCASIONAL CONFLICT IS IDENTIFIED, THE GENERAL COUNSEL ADVISES THE SUBJECT DIRECTOR AND GOVERNANCE IN A "REBUTTABLE PRESUMPTION" TYPE PROCESS. SHOULD A DISABLING CONFLICT BE IDENTIFIED, THE DIRECTOR RESIGNS OR IS REMOVED UPON THE RECOMMENDATION OF THE GENERAL COUNSEL, GOVERNANCE COMMITTEE AND BOARD. IN ADDITION, AN ANNUAL NOTICE IS SENT BY EMAIL TO EACH EMPLOYEE HAVING EMAIL REGARDING THE ACCEPTANCE OF GIFTS. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | COMPENSATION FOR VICE PRESIDENTS AND ABOVE (INCLUSIVE OF CEO'S) IS REVIEWED BY AN EXTERNAL CONSULTANT WITH FINAL REVIEW AND APPROVAL BY THE MEMORIAL HEALTH SERVICES (MHS) BOARD OF DIRECTORS AND THEIR OUTSIDE COUNSEL. ALL MARKET DATA IS OBTAINED FROM THIRD PARTY SURVEY SOURCES. MARKET DATA REVIEWS ARE COMPLETED CONSISTENTLY ON AN ANNUAL BASIS. REVIEW OF MANAGERS, PROGRAM DIRECTORS, DIRECTORS AND EXECUTIVE DIRECTORS COMPENSATION IS CONDUCTED BY THE COMPENSATION MANAGER IN CONJUNCTION WITH THE COMPENSATION VALUE ADDED TEAM. FINAL APPROVAL IS OBTAINED FROM THE MHS COO AND MHS SVP PEOPLE AND CULTURE/LEGAL. SIMILAR TO 15A, ALL MARKET DATA IS OBTAINED FROM THIRD PARTY SURVEY SOURCES. MARKET DATA REVIEWS ARE COMPLETED CONSISTENTLY ON AN ANNUAL BASIS. THIS PROCESS WAS LAST COMPLETED IN 2012. THE PROCESS OF DETERMINING COMPENSATION IS DOCUMENTED IN THE MINUTES OF THE MEMORIAL HEALTH SERVICES BOARD. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC (ITS ARTICLES ARE AVAILABLE FROM THE CALIFORNIA SECRETARY OF STATE). THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII | DIANA HENDEL SERVES ON THE BOARD OF DIRECTORS OF MEMORIAL MEDICAL CENTER FOUNDATION (MMCF). SHE ALSO SERVES AS CEO OF THE TAX-EXEMPT PARENT, LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC). HER COMPENSATION WAS PAID BY LBMMC. SHE DEVOTES 60 HOURS PER WEEK TO LBMMC. THE COMPENSATION REPORTED ON PART VII AND SCHEDULE J FOR DIANA HENDEL REPRESENTS HER ENTIRE COMPENSATION. HOWEVER, SINCE SHE IS AN OFFICER OF LBMMC, AND AS REQUIRED BY THE FORM 990 INSTRUCTIONS, HER COMPENSATION IS ALSO REPORTED ON THE LONG BEACH MEMORIAL MEDICAL CENTER FORM 990. THE OFFICERS AND HIGHEST PAID EMPLOYEE REPORTED IN PART VII OF FORM 990 ARE PAID BY LBMMC. THEY DEVOTE NO HOURS TO LBMMC. THE COMPENSATION COSTS ARE REIMBURSED TO LBMMC BY MMCF. THE COMPENSATION PAID TO JOHN MESSENGER, M.D. AND ROGER FREEMAN, M.D., BOARD MEMBERS OF MMCF, WAS FOR MEDICAL AND PROFESSIONAL SERVICES PROVIDED TO LBMMC, NOT FOR BOARD MEMBER SERVICES. JOHN MESSENGER, M.D. DEVOTED APPROXIMATLY 12 HOURS PER WEEK TO LBMMC AND ROGER FREEMAN, M.D. DEVOTED APPROXIMATELY 1 HOUR PER WEEK TO LBMCC. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | $(4,582,939) - UNREALIZED LOSS ON INVESTMENTS $ 919,492 - CHANGE IN VALUE OF SPLIT INTEREST AGREETMENTS $( 635) - ROUNDING ------------ $(3,664,082.) - TOTAL |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INST FOR PHILANTHROPIC STUDIES | ||||||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | 953756364 | PHILAN. EDU | CA | 501(C)(3) | 11, II | NA | true |
| ANAHEIM MEMORIAL MEDICAL CENTER | ||||||||||
| 1111 WEST LA PALMA AVENUE | ANAHEIM | CA | 92801 | 951966746 | HEALTHCARE | CA | 501(C)(3) | 9 | MHS | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL CARE SURGICAL CENTER OC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9920 TALBERT AVENUE | AddressLine1 |
| City | FOUNTAIN VALLEY | City |
| State | CA | State |
| ZIP Code | 92708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261394069 | EIN |
| Primary Activity | HEALTHCARE SERVIC | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| NATIONAL HEALTHCARE SERVICES | ||||||||
| 330 GOLDEN SHORE AVENUE | LONG BEACH | CA | 90802 | 953496341 | MEDICAL SERVICES | CA | NA | C CORP |
| SADDLEBACK MEDICAL VENTURES | ||||||||
| 330 GOLDEN SHORE AVENUE 120 | LONG BEACH | CA | 90802 | 330308236 | MEDICAL SERVICES | CA | NA | C CORP |
| MEMORIAL CONTINUING CARE | ||||||||
| 330 GOLDEN SHORE AVENUE | LONG BEACH | CA | 90802 | 330043615 | MEDICAL SERVICES | CA | NA | C CORP |
| ANAHEIM HEALTH FACILITIES SERVICES CORP | ||||||||
| 1111 WEST LA PALMA AVENUE | ANAHEIM | CA | 928012881 | 300026906 | MEDICAL CLINIC | CA | NA | C CORP |
| CHARITABLE REMAINDER TRUST (84) | ||||||||
| SUPPORT | CA | NA | TRUST | |||||
| CHARITABLE LEAD TRUST (2) | ||||||||
| SUPPORT | CA | NA | TRUST | |||||
| 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 | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS | SCHEDULE R, PART II | THE CENTRAL ORGANIZATION AND OTHER SUBORDINATE ORGANIZATIONS OF THE MHS GROUP EXEMPTION HAVE NOT BEEN INCLUDED IN PART II, IN ACCORDANCE WITH THE IRS INSTRUCTIONS. |
| IDENTIFICATION OF RELATED ORAGANIZATIONS TAXABLE AS A PARTNERSHIP | SCHEDULE R, PART III | 1. MEMORIALCARE SURGICAL CENTER AT ORANGE COAST, LLC EIN: 26-1394069 ADDRESS: 9920 TALBERT AVENUE, FOUNTAIN VALLEY, CA 92708 |