HONORHEALTH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HONORHEALTH FOUNDATION (EIN 74-2355411)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201422259349301257
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule 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 | 2014-08-13T09:23:40-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742355411 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TODD LAPORTE | InCareOfName |
| Name Control | SCOT | NameControl |
| Phone | 4808824517 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD LAPORTE | Name |
| Title | SENIOR VP/CFSO | Title |
| Date Signed | 2014-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JOHN N FERREE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 136038528 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.shc.org/Ways-to-Give/Foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO BUILD AND MAINTAIN THE PHILANTHROPY NECESSARY FOR SCOTTSDALE HEALTHCARE TO EXCEED THE EXPECTATIONS OF THOSE WHO DEPEND ON US FOR HEALTHCARE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | -1221 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1221 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14598747 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14596829 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4042407 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13860883 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 115178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 224757 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18756332 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28682469 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11667041 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10596069 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2428907 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2391536 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 825557 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 969529 | OtherExpensePriorYear |
| Other Expenses Current Year | 1327269 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15065477 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14314874 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3690855 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14367595 | RevenuesLessExpensesCY |
| Total Assets BOY | 125345108 | TotalAssetsBOY |
| Total Assets EOY | 141214085 | TotalAssetsEOY |
| Total Liabilities BOY | 914113 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 624808 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 124430995 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140589277 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO BUILD AND MAINTAIN THE PHILANTHROPY NECESSARY FOR SCOTTSDALE HEALTHCARE TO EXCEED THE EXPECTATIONS OF THOSE WHO DEPEND ON US FOR HEALTHCARE SERVICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11150333 | Expense |
| Grants | 10596069 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 11150333 | 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 | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | 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 | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | 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 | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD LAPORTE | NamePerson |
| Telephone Number | 4808826186 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| F KEITH WITHYCOMBE | ||||||||
| TRUSTEE/CHAIRMAN | 1.0 | 3.0 | X | X | 0 | 891 | 0 | |
| RONALD R BAKER | ||||||||
| TRUSTEE/CHAIRMAN | 1.0 | 1.0 | X | X | 0 | 0 | 0 | |
| HOWARD C KATZ | ||||||||
| TRUSTEE/VICE CHAIRMAN | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| RICHARD R DONNELLEY | ||||||||
| TRUSTEE/VICE CHAIRMAN | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| LAURIE FLORKIEWICZ | ||||||||
| TRUSTEE/TREASURER | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| RUTH LAVINIA | ||||||||
| TRUSTEE/SECRETARY | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| PAUL ARONOVICH | ||||||||
| TRUSTEE/AUXILIARY PRESIDENT | 1.0 | 1.0 | X | 0 | 0 | 0 | ||
| RUTH B BARKER | ||||||||
| TRUSTEE (THRU 10/30/12) | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| HOWARD R BERLIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JUDY BOWE | ||||||||
| TRUSTEE (THRU 6/30/13) | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| THOMAS E BRADY | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| STEVEN CRYSTAL | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| CURT R FEUER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| SUE FLETCHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| E K GAYLORD II | ||||||||
| TRUSTEE (THRU 6/30/13) | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| KENNETH CHIP GLASER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| MICHAEL D GREENBAUM | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| NORMAN C HARBERT | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| NANCY HARRIS HELTNE | ||||||||
| TRUSTEE (THRU 4/16/13) | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| STEVEN L HUNTON | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ROBERT C JOHNSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 8552 | 0 | ||
| THOMAS F JONES JR | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JO KLEIST | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| C DENNIS KNIGHT | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| MARGOT KNIGHT | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JOSEPH O LAMPE | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ROBBIN LIEBERMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| FREDERICK A LYNN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| MURRAY MANASTER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| MICHAEL NICHOLAS | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| CHARLES W PALMER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JAMES M REED | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| WILLIAM W ROOKE | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| THOMAS J SADVARY | ||||||||
| TRUSTEE/PRESIDENT & CEO, SHC | 1.0 | 39.0 | X | 0 | 1267459 | 320586 | ||
| ROBERT SUSSMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ROBYNN SUSSMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| FRANK D TRZNADEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| DAVID J WATSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| PAUL WITHAM | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| LEO KELLEHER | ||||||||
| TRUSTEE/AUX PRES(THRU 4/16/13) | 1.0 | 1.0 | X | 0 | 0 | 0 | ||
| JOHN N FERREE | ||||||||
| FOUNDATION PRESIDENT | 40.0 | 0.0 | X | 0 | 356150 | 59911 | ||
| JOANNE M GAIN | ||||||||
| DEV/MJR GIFTS-ANNU GIV VP | 40.0 | 0.0 | X | 0 | 170795 | 13660 | ||
| LAURA R GRAFMAN | ||||||||
| EXECUTIVE VP-FOUNDATION | 40.0 | 0.0 | X | 0 | 191994 | 7895 | ||
| CHRISTINE KONTGAS | ||||||||
| OPNS, FINANCE & GRANTS VP | 40.0 | 0.0 | X | 0 | 161316 | 11154 | ||
| JANICE S MILLER | ||||||||
| DEV/MJR GIFTS-GIFT PLN VP | 40.0 | 0.0 | X | 0 | 147750 | 13770 | ||
| JAROLYN J DAVIS | ||||||||
| ASSOCIATE VP/MAJOR GIFTS | 40.0 | 0.0 | 0 | 131874 | 7045 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2436781 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 434021 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KASSMARK | |||||
| 31699 VIA PUERTA DEL SOL | BONSALL | CA | 92003 | ANNUAL MEMBER SVS | 188027 |
| TMB PARTNERS | |||||
| 7525 E CAMELBACK RD STE 203 | SCOTTSDALE | AZ | 85251 | ADVERTISING | 151881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 1210650 | FundraisingEvents |
| Related Organizations | 3550023 | RelatedOrganizations |
| Government Grants | 147516 | GovernmentGrants |
| All Other Contributions | 9688640 | AllOtherContributions |
| Noncash Contributions | 195807 | NoncashContributions |
| Total Contributions | 14596829 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4210812 | TotalRevenueColumn |
| Unrelated Business Revenue | -1221 | UnrelatedBusinessRevenue |
| Exclusion | $4,212,033 | 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 | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 116809965 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107159894 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9650071 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9650071 | TotalRevenueColumn |
| Exclusion | $9,650,071 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 420922 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1210650 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 196165 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 224757 | TotalRevenueColumn |
| Exclusion | $224,757 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28682469 | TotalRevenueColumn |
| Unrelated Business Revenue | -1221 | UnrelatedBusinessRevenue |
| Exclusion | $14,086,861 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10596069 | Total |
| Program Services | 10596069 | 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 | 1100854 | Total |
| Program Services | 220171 | ProgramServices |
| Management And General | 550427 | ManagementAndGeneral |
| Fundraising | 330256 | 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 | 879879 | Total |
| Program Services | 175976 | ProgramServices |
| Management And General | 439940 | ManagementAndGeneral |
| Fundraising | 263963 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72694 | Total |
| Program Services | 14539 | ProgramServices |
| Management And General | 36347 | ManagementAndGeneral |
| Fundraising | 21808 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217380 | Total |
| Program Services | 43476 | ProgramServices |
| Management And General | 108690 | ManagementAndGeneral |
| Fundraising | 65214 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120729 | Total |
| Program Services | 24145 | ProgramServices |
| Management And General | 60365 | ManagementAndGeneral |
| Fundraising | 36219 | 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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74000 | Total |
| Management And General | 74000 | 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 | 637677 | Total |
| Management And General | 637677 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16142 | Total |
| Program Services | 3844 | ProgramServices |
| Management And General | 12298 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12177 | Total |
| Program Services | 3653 | ProgramServices |
| Fundraising | 8524 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65130 | Total |
| Program Services | 19539 | ProgramServices |
| Fundraising | 45591 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38276 | Total |
| Program Services | 11483 | ProgramServices |
| Fundraising | 26793 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313505 | Total |
| Management And General | 313505 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24548 | Total |
| Program Services | 7364 | ProgramServices |
| Fundraising | 17184 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87255 | Total |
| Management And General | 87255 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16598 | Total |
| Management And General | 16598 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | 9932 | 2980 | 6952 | |
| TRAINING FEES | 4454 | 4454 | ||
| CATERING | 4362 | 1309 | 3053 | |
| REPAIRS & MAINTENANCE | 1882 | 1882 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21331 | Total |
| Program Services | 21331 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14314874 | Total |
| Program Services | 11150333 | ProgramServices |
| Management And General | 2338984 | ManagementAndGeneral |
| Fundraising | 825557 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600 | BOY |
| EOY | 5661 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5084837 | BOY |
| EOY | 3920557 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 38995 | BOY |
| EOY | 101718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1076026 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 972822 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101252 | BOY |
| EOY | 103204 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112352939 | BOY |
| EOY | 131020274 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5198064 | BOY |
| EOY | 5242231 | 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 | 2568421 | BOY |
| EOY | 820440 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125345108 | BOY |
| EOY | 141214085 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53844 | BOY |
| EOY | 1084 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860269 | BOY |
| EOY | 623724 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914113 | BOY |
| EOY | 624808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12106321 | BOY |
| EOY | 16484654 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27726988 | BOY |
| EOY | 31318070 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84597686 | BOY |
| EOY | 92786553 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124430995 | BOY |
| EOY | 140589277 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125345108 | BOY |
| EOY | 141214085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14367595 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1704461 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 86226 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8691104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9036561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14169711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14598747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14596829 | CurrentTaxYear |
| Total | 61092952 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8691104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9036561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14169711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14598747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14596829 | CurrentTaxYear |
| Total | 61092952 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 16268783 | AmountsSubstContributorsTotal |
| Public Support Total170 | 44824169 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -281705 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3033504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5032148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4042407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13860883 | CurrentTaxYear |
| Total | 25687237 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 313008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115178 | CurrentTaxYearMinus1Year |
| Current Tax Year | 224757 | CurrentTaxYear |
| Total | 913009 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 87693198 | TotalSupport |
| Public Support Pertcentage170 | 0.51115 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72262 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92281283 | BeginningOfYearBalance |
| Contributions | 2103137 | Contributions |
| Investment Earnings Or Losses | 10451393 | InvestmentEarningsOrLosses |
| Other Expenditures | 383780 | OtherExpenditures |
| End Of Year Balance | 104452033 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79339955 | BeginningOfYearBalance |
| Contributions | 2249912 | Contributions |
| Investment Earnings Or Losses | 10814735 | InvestmentEarningsOrLosses |
| Other Expenditures | 123319 | OtherExpenditures |
| End Of Year Balance | 92281283 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78298390 | BeginningOfYearBalance |
| Contributions | 1420969 | Contributions |
| Investment Earnings Or Losses | -292045 | InvestmentEarningsOrLosses |
| Other Expenditures | 87359 | OtherExpenditures |
| End Of Year Balance | 79339955 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 70016838 | BeginningOfYearBalance |
| Contributions | 2053877 | Contributions |
| Investment Earnings Or Losses | 6227675 | InvestmentEarningsOrLosses |
| End Of Year Balance | 78298390 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65331351 | BeginningOfYearBalance |
| Contributions | 6722750 | Contributions |
| Investment Earnings Or Losses | -14642512 | InvestmentEarningsOrLosses |
| End Of Year Balance | 57411589 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 349682 | OtherCostOrOtherBasis |
| Depreciation | 343105 | Depreciation |
| Book Value | 6577 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 715701 | OtherCostOrOtherBasis |
| Depreciation | 619074 | Depreciation |
| Book Value | 96627 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10643 | OtherCostOrOtherBasis |
| Depreciation | 10643 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 103204 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE GIFT ANNUITIES | Description |
| Amount | $623,724 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 623724 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ROLLFORWARD OF ENDOWMENT FUND BALANCES | SCHEDULE D, PART V, LINE 1 | A PRIOR PERIOD ADJUSTMENT WAS POSTED TO THE ENDOWMENT FUND BALANCE RESULTING IN A DIFFERENCE IN THE FOUR YEARS BACK ENDING BALANCE (LINE 1G, COLUMN (E)) TO THE THREE YEARS BACK BEGINNING BALANCE (LINE 1A, COLUMN (D)). |
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | ALL ENDOWMENT FUNDS AT SCOTTSDALE HEALTHCARE FOUNDATION SUPPORT PROGRAMS, SERVICES, SERVICE LINES, OR HOSPITALS. THERE ARE APPROXIMATELY 75 DIFFERENT ENDOWMENTS. EXAMPLES OF INTENDED USES INCLUDE CONTINUING EDUCATION, ONCOLOGY, RESEARCH, EMERGENCY SERVICES, AND TRAUMA SERVICES. |
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 | NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED AS OF SEPTEMBER 30, 2013. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 4817783 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 4817783 | SubtotalAmountSpent |
| Total Amount Spent | 4817783 | TotalAmountSpent |
| Transfer To Foreign Corp | true | 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 451064 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 252632 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 198432 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 53427 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HONOR BALL | NameOfEvent2 |
| Gross Receipts Event2 | 1045600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 837975 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 207625 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 133820 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 134908 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 120043 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14865 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 8918 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1631572 | GrossReceiptsTotal |
| Charitable Contributions Total | 1210650 | CharitableContributionsTotal |
| Gross Revenue Total Events | 420922 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 196165 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 196165 | DirectExpenseSummaryEvents |
| Net Income Summary | 224757 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SCOTTSDALE COMMUNITY COLLEGE | |||||||
| 9000 E CHAPARRAL ROAD | SCOTTSDALE | AZ | 85256 | 860185552 | SCHOOL | 17550 | PROGRAM SUPPORT - SILVERMAN ENDOWMENT |
| SCOTTSDALE HEALTHCARE HOSPITALS | |||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860181654 | 501(C)(3) | 10443388 | PROGRAM SUPPORT |
| SCOTTSDALE HEALTHCARE CORPORATION | |||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735850 | 501(C)(3) | 135131 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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 | THE FOUNDATION COORDINATOR OF FINANCIAL SERVICES REVIEWS PROGRAM AND CAPITAL EXPENDITURE WITHDRAWAL REQUESTS TO VERIFY THEY FALL WITHIN THE STATED GUIDELINES OF THE FUND RESTRICTIONS. IF THERE ARE QUESTIONS ABOUT A WITHDRAWAL REQUEST, THE COORDINATOR FOLLOWS UP WITH THE DEPARTMENT MANAGER OR DESIGNATED SYSTEM DIRECTOR/ADMINISTRATOR. REQUESTS FOR CAPITAL OR LARGE PROGRAM EXPENDITURES ARE ALSO REVIEWED BY THE PRESIDENT OF FOUNDATION. | 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)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SADVARY | ||||||||||||||
| TRUSTEE/PRESIDENT & CEO, SHC | 0 | 675271 | 0 | 220488 | 0 | 371700 | 0 | 311221 | 0 | 9365 | 0 | 1588045 | 0 | 355410 |
| JOHN N FERREE | ||||||||||||||
| FOUNDATION PRESIDENT | 0 | 283744 | 0 | 62869 | 0 | 9537 | 0 | 52567 | 0 | 7344 | 0 | 416061 | 0 | 0 |
| JOANNE M GAIN | ||||||||||||||
| DEV/MJR GIFTS-ANNU GIV VP | 0 | 150534 | 0 | 9527 | 0 | 10734 | 0 | 6238 | 0 | 7422 | 0 | 184455 | 0 | 0 |
| LAURA R GRAFMAN | ||||||||||||||
| EXECUTIVE VP-FOUNDATION | 0 | 164041 | 0 | 11210 | 0 | 16743 | 0 | 6901 | 0 | 994 | 0 | 199889 | 0 | 0 |
| CHRISTINE KONTGAS | ||||||||||||||
| OPNS, FINANCE & GRANTS VP | 0 | 149103 | 0 | 10183 | 0 | 2030 | 0 | 6150 | 0 | 5004 | 0 | 172470 | 0 | 0 |
| JANICE S MILLER | ||||||||||||||
| DEV/MJR GIFTS-GIFT PLN VP | 0 | 136472 | 0 | 9383 | 0 | 1895 | 0 | 5778 | 0 | 7992 | 0 | 161520 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINES 1-3 | THE FILING ORGANIZATION, SCOTTSDALE HEALTHCARE FOUNDATION, DOES NOT COMPENSATE OR PROVIDE BENEFITS. ALL COMPENSATION AND BENEFITS ARE DETERMINED AND PAID BY THE PARENT, SCOTTSDALE HEALTHCARE CORPORATION. |
| SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | SCOTTSDALE HEALTHCARE OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF SCOTTSDALE HEALTHCARE. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE AGE AND SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT FOR THE FOLLOWING PARTICIPATING INDIVIDUALS: JOHN N FERREE THOMAS J SADVARY THE FOLLOWING INDIVIDUAL EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THIS AMOUNT WAS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS TAXABLE WAGES AND COLUMN (F) AS AMOUNTS PREVIOUSLY REPORTED ON THE 990 AS DEFERRED. NOTE THAT THIS AMOUNT WAS ACCUMULATED OVER MANY YEARS OF SERVICE TO THE ORGANIZATION. THOMAS J SADVARY - $355,410 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 195807 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 16 | 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 | WORKS OF ART | Identifier |
| Return Reference | SCHEDULE M, PART I, LINES 1 AND 33 | ReturnReference |
| Explanation | THE FOUNDATION RECEIVED FOUR WORKS OF ART THAT WERE NOT REPORTED AS REVENUE. THE FOUNDATION DOES NOT INCLUDE GIFTS-IN-KIND AS REVENUE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4 | SCOTTSDALE HEALTHCARE FOUNDATION WAS ESTABLISHED TO ENSURE THAT THE NOT FOR PROFIT SCOTTSDALE HEALTHCARE SYSTEM: SCOTTSDALE HEALTHCARE-OSBORN, SCOTTSDALE HEALTHCARE-SHEA & SCOTTSDALE HEALTHCARE-THOMPSON PEAK RECEIVES THE FINANCIAL SUPPORT NEEDED TO ACHIEVE SCOTTSDALE HEALTHCARES'S VISION FOR EXCELLENCE IN PATIENT CARE, RESEARCH & EDUCATION. GOVERNED BY A LOCAL COMMUNITY BOARD OF TRUSTEES, THE FOUNDATION ACCEPTS PHILANTHROPIC GIFTS ON BEHALF OF SCOTTSDALE HEALTHCARE FOR THE BENEFIT OF THE ORGANIZATION. THE FOUNDATION HELPS TO ACCOMPLISH THE PRIORITIES OF SCOTTSDALE HEALTHCARE THROUGH FUNDRAISING, GIFT MANAGEMENT, AND STEWARDSHIP. DONATIONS LARGE AND SMALL TO THE FOUNDATION HELP FUND PROGRAMS THAT ASSIST PATIENTS AND THEIR FAMILIES, SUPPORT INITIATIVE RESEARCH, PURCHASE NEEDED MEDICAL EQUIPMENT, AND BUILD MODERN FACILITIES THAT IMPROVE PATIENT CARE. THE FOUNDATION WILL ACCOMPLISH ITS FUNDRAISING GOAL OF $10 MILLION BY RAISING FUNDS THROUGH: - MAJOR, ANNUAL AND ENDOWMENT CONTRIBUTIONS - SPECIAL EVENTS INCLUDING: THE HONOR BALL, SCOTTSDALE HEALTHCARE GOLF CLASSIC AND PLAYING FOR T.I.M.E. - PLANNED GIVING |
| SHARED COSTS | FORM 990, PART V, LINE 2A; PART VII, SECTION A; AND PART IX | SCOTTSDALE HEALTHCARE FOUNDATION DOES NOT HAVE EMPLOYEES, BUT SHARES THE COST OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH ITS PARENT, SCOTTSDALE HEALTHCARE CORPORATION. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A THERE IS AN EXECUTIVE COMMITTEE OF THE FOUNDATION BOARD OF TRUSTEES WHICH IS COMPRISED OF CURRENT OFFICERS AND THE CHAIRPERSON OF EACH BOARD COMMITTEE. THE EXECUTIVE COMMITTEE SHALL MEET ON AN AS NEEDED BASIS, AND SHALL HAVE THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES IF NECESSARY. THE EXECUTIVE COMMITTEE, WHICH MAY BE CONVENED ON ANY TYPE OF NOTICE, MAY ACT FOR THE BOARD WHEN ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS IS REQUIRED. TYPICALLY, THE EXECUTIVE COMMITTEE MEETS TO BRING RECOMMENDATIONS TO THE FOUNDATION BOARD OF TRUSTEES. BOARD MEMBER FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 C. DENNIS KNIGHT AND MARGO KNIGHT HAVE A FAMILY RELATIONSHIP. ROBERT SUSSMAN AND ROBYNN SUSSMAN HAVE A FAMILY RELATIONSHIP. |
| CLASSES OF MEMBERS | FORM 990, PART VI, LINE 6 | SCOTTSDALE HEALTHCARE FOUNDATION (SHF) DOES NOT HAVE ANY MEMBERS UNDER STATE LAW. HOWEVER, USING THE IRS DEFINITION OF MEMBER, SCOTTSDALE HEALHCARE CORPORATION IS CONSIDERED A MEMBER OF SHF DUE TO ITS ABILITY TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY OF SHF. |
| RIGHTS OF MEMBERS | FORM 990, PART VI, LINE 7A | THE PRESIDENT/CEO OF SCOTTSDALE HEALTHCARE CORPORATION AND THE PRESIDENT OF SCOTTSDALE HEALTHCARE AUXILIARY SERVE AS EX OFFICIO TRUSTEES WITH VOTING POWERS. THE PERSONS WHO ARE ELECTED OR APPOINTED AS CHAIR OF ANY MAJOR SPECIAL EVENT CONDUCTED ON A REGULARLY RECURRING BASIS SHALL ALSO SERVE AS EX-OFFICIO TRUSTEES WITH FULL VOTING POWERS. |
| DECISIONS REQUIRING APPROVAL | FORM 990, PART VI, LINE 7B | WHILE THE FOUNDATION IS AN INDEPENDENT CORPORATION, IT IS IMPORTANT THAT ITS PLANS AND ACTIONS BE COORDINATED WITH SCOTTSDALE HEALTHCARE. TO ACCOMPLISH THIS COORDINATION THE FOLLOWING MUST TAKE PLACE: (A) ANNUAL PLAN. PRIOR TO THE BEGINNING OF EACH FISCAL YEAR, THE ANNUAL PLAN OF THE FOUNDATION MUST BE SUBMITTED TO THE PRESIDENT AND CEO OF SCOTTSDALE HEALTHCARE OR DESIGNEE FOR REVIEW AND APPROVAL. THIS ANNUAL PLAN SHALL CONSIST OF: (1) THE MANAGEMENT PLAN - DESCRIBING THE MAJOR OBJECTIVES AND NEW ACTIVITIES PLANNED DURING THE YEAR. (2) THE OPERATING BUDGET - DESCRIBING THE SPECIFIC COSTS OF CARRYING OUT THE MANAGEMENT PLAN AND OPERATING THE ORGANIZATION DURING THE YEAR. SCOTTSDALE HEALTHCARE'S APPROVAL FOR THIS ANNUAL PLAN SHALL BE REQUIRED BEFORE ANY FUNDS ARE EXPENDED BY THE FOUNDATION. (B) DEVIATIONS FROM ANNUAL PLAN. DEVIATIONS FROM THE ANNUAL PLAN SHALL REQUIRE PRIOR APPROVAL OF THE PRESIDENT AND CEO OF SCOTTSDALE HEALTHCARE OR DESIGNEE. SPECIFICALLY, APPROVAL IS REQUIRED FOR ANY UNBUDGETED ACTION THAT WILL RESULT IN A CHANGE IN THE OPERATING BUDGET BY A SUBSTANTIAL AMOUNT DURING A ONE-YEAR PERIOD. (C) FINANCIAL REPORTING. THE FOUNDATION'S FISCAL YEAR SHALL CORRESPOND WITH THE FISCAL YEAR OF SCOTTSDALE HEALTHCARE. FINANCIAL REPORTS AND THE ANNUAL AUDIT OF THE FOUNDATION SHALL BE SUBMITTED TO SCOTTSDALE HEALTHCARE FOR FINAL REVIEW AND APPROVAL. (D) SUBSTANTIAL ACTION. THE TRUSTEES OF THE FOUNDATION SHALL TAKE NO "SUBSTANTIAL ACTION" WITHOUT SCOTTSDALE HEALTHCARE BOARD'S APPROVAL. THE TERM "SUBSTANTIAL ACTION" AS USED IN THIS SECTION SHALL MEAN THE FOLLOWING: (1) REMOVING OR HIRING AN EXECUTIVE ABOVE THE VICE-PRESIDENT LEVEL. (2) REPEALING, ALTERING, AMENDING OR RESTATING THESE BY-LAWS OR THE FOUNDATION'S ARTICLES OF INCORPORATION. (3) MERGING WITH ANOTHER CORPORATION OR ENTITY. (4) DISSOLVING THE FOUNDATION. (5) GUARANTEEING THE OBLIGATIONS OF ANOTHER ENTITY OR INDIVIDUAL. (6) SELLING OR TRANSFERRING ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION. (E) FAILURE TO COMPLY. ANY ACTIONS TAKEN BY THE FOUNDATION'S TRUSTEES THAT FALL OUTSIDE OF THE CONDITIONS STIPULATED IN THIS ARTICLE WILL BE NULL AND VOID. ANY WAIVER BY SCOTTSDALE HEALTHCARE OF ITS RIGHTS OR APPROVAL UNDER THIS ARTICLE SHALL NOT CONSTITUTE A WAIVER OF THE REQUIREMENT OF APPROVAL ON ANY FUTURE ACTIONS REQUIRING SUCH APPROVAL. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, DEVELOPMENT AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE CONTROLLER AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE TAX RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE SCOTTSDALE HEALTHCARE CORPORATION (SHC) CONTROLLER, SHC CHIEF FINANCIAL OFFICER AND FOUNDATION PRESIDENT FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A REVISED DRAFT THAT IS PRESENTED TO THE SHC FINANCE COMMITTEE PRIOR TO FILING. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT PREPARED FOR FILING. |
| PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | EACH BOARD MEMBER, OFFICER AND COMMITTEE MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE GENERAL COUNSEL ALONG WITH THE CEO EXAMINE EACH DISCLOSURE STATEMENT WHERE POTENTIAL CONFLICTS HAVE BEEN DISCLOSED. RECOMMENDATIONS ARE MADE TO THE CHAIR OF THE BOARD ON HOW TO APPROPRIATELY REMEDIATE, MONITOR, OR ELIMINATE ANY CONFLICTS. THE GENERAL COUNSEL THEN PROVIDES TO THE INTERESTED PERSON, WITH COPIES TO THE CHAIR OF THE BOARD, THE CEO, AND, IF NEEDED, THE APPROPRIATE COMMITTEE CHAIR, A CORRESPONDENCE THAT SPECIFIES WHAT ACTIONS, CONDITION, OR MONITORING OF THE CONFLICT ARE REQUIRED AND WHETHER THE INTERESTED PERSON IS PERMITTED TO GIVE A PRESENTATION TO THE BOARD OR APPROPRIATE COMMITTEE AFTER FULL DISCLOSURE OF THE CONFLICT. IN SUCH AN EVENT, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE PROPOSED TRANSACTION IS DISCUSSED. THE INTERESTED PERSON IS REQUIRED TO CO-SIGN CORRESPONDENCE SENT BY THE GENERAL COUNSEL AND ADHERE TO IT THROUGHOUT THE YEAR. IF A CONFLICT OR FINANCIAL INTEREST ARISES AFTER THE ANNUAL DISCLOSURE PROCESS THE INTERESTED PERSON WILL CONSULT WITH GENERAL COUNSEL AND UPDATE THE DISCLOSURE STATEMENT CONSISTENT WITH THE ADVICE OF THE GENERAL COUNSEL. A RECORD OF THE BOARD OR COMMITTEE MEETING WHERE PROPOSED TRANSACTIONS OR ARRANGEMENTS THAT ARE AFFECTED BY CONFLICT OF INTEREST AND THE MANAGEMENT OF SUCH IS CONTAINED IN THE BOARD/COMMITTEE MINUTES. IF VIOLATIONS OF THE CONFLICT OF INTEREST POLICY/MANAGEMENT ARE REPORTED, THE GENERAL COUNSEL WILL LOOK INTO THE MATTER. CONFIRMED VIOLATIONS MAY INCLUDE REMOVAL FROM THE BOARD OR COMMITTEE OR OFFICER POSITION PURSUANT TO THE REMOVAL PROCEDURES STATED IN THE BYLAWS. BYLAWS INCLUDE THE PROVISIONS THAT INTERESTED PERSONS WHO RECEIVE COMPENSATION DIRECTLY OR INDIRECTLY FROM THE HOSPITAL SYSTEM MAY NOT VOTE IN SUCH MATTERS. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES MAKING CHOICES ON GOODS OR SERVICES FOR THE HOSPITAL SYSTEM OR WHAT AMOUNTS SHOULD BE PAID FOR GOODS OR SERVICES SHALL BE PROHIBITED FROM VOTING ON ANY SUCH MATTER AND MAY BE PROHIBITED FROM DISCUSSING THE MATTER. PERIODIC REVIEWS OF THE PROCESS ARE CONDUCTED. OUTSIDE EXPERTS MAY, BUT NEED NOT, BE USED TO EVALUATE POLICIES AND PROCESSES. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | SCOTTSDALE HEALTHCARE FOUNDATION DOES NOT PAY COMPENSATION. THE PROCESS BEING DESCRIBED BELOW IS THAT OF ITS TAX-EXEMPT PARENT, SCOTTSDALE HEALTHCARE CORPORATION. AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THEY UTILIZE AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN OCTOBER 2013. |
| AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC | FORM 990, PART VI, LINE 19 | PERTINENT SCOTTSDALE HEALTHCARE FOUNDATION POLICIES, DOCUMENTS & FINANCIAL REPORTS INCLUDING IRS FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION OFFICE: 10001 N 92ND STREET, SUITE 121, SCOTTSDALE ARIZONA 85258, DURING NORMAL BUSINESS HOURS WHICH ARE 8:00 AM TILL 5:00 PM MST, MONDAY THROUGH FRIDAY. WRITTEN OR E-MAIL REQUESTS SHOULD BE SUBMITTED TO JOHN FERREE, PRESIDENT, SCOTTSDALE HEALTHCARE FOUNDATION AT THE ADDRESS LISTED ABOVE OR AT JFERREE@SHC.ORG. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ONLINE THROUGH THE FOLLOWING WEBSITES: THE FOUNDATION CENTER AT HTTP://WWW.FOUNDATIONCENTER.ORG/ AND GUIDESTAR AT HTTP://WWW.GUIDESTAR.ORG. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | OTHER CHANGES 86,226 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE HOSPITALS | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860181654 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE HEALTHCARE CORPORATION | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735850 | HEALTHCARE | AZ | 501(C)(3) | 11, TYPE I | NA | false |
| SCOTTSDALE HEALTHCARE REALTY CORPORATION | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735851 | RENTAL | AZ | 501(C)(2) | N/A | SHC | true |
| SCOTTSDALE MEMORIAL HEALTH SERVICES CO | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 942735859 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 203455823 | CAPTIVE INS. | AZ | 501(C)(3) | 11, TYPE I | SHC | true |
| SCOTTSDALE HEALTHCARE AUXILIARY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 237264497 | FUNDRAISING | AZ | 501(C)(3) | 9 | SHC | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE ASC LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | HEALTHCARE | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE MSO INC | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 860512895 | MSO, GROUP PURCH. | AZ | NA | C CORP | true | |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||||||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | CAPTIVE INS. | NA | FOREIGN | true | CJ | ||
| CHARITABLE REMAINDER TRUSTS (2) | ||||||||||
| TRUST | AZ | SHF | true | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE HOSPITALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 10443388 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NAME, ADDRESS, AND EIN OF RELATED PARTNERSHIPS | Identifier |
| Return Reference | SCHEDULE R, PART III, COLUMN (A) | ReturnReference |
| Explanation | SCOTTSDALE HEALTHCARE ASC, LLC EIN: 27-1450828 ADDRESS: 3621 N WELLS FARGO AVENUE, SCOTTSDALE, AZ 85251 | Explanation |
Comments