CHRISTUS FOUNDATION SHREVEPORT-BOSSIER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTUS FOUNDATION SHREVEPORT-BOSSIER (EIN 72-1219280)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349306308
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T15:02:13-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | 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 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721219280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schumpert Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HARVEY ANNE LEIMBROOK | InCareOfName |
| Name Control | SCHU | NameControl |
| Phone | 3186816781 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SAINT MARY PLACE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Shreveport | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARVEY ANNE LEIMBROOK | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2014-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gregory J Barro | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One St Mary Place | AddressLine1 |
| City | Shreveport | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6110469 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.christusschumpertfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | SCHUMPERT FOUNDATION PROMOTES PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS SCHUMPERT HEALTH SYS IN ITS MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 857771 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 794997 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18691 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19150 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 91064 | InvestmentIncomePriorYear |
| Investment Income Current Year | 563675 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -25571 | OtherRevenuePriorYear |
| Other Revenue Current Year | -9600 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 941955 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1368222 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 363886 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1134107 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 99493 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 169341 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 436103 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 184043 | OtherExpensePriorYear |
| Other Expenses Current Year | 415014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 647422 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1718462 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 294533 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -350240 | RevenuesLessExpensesCY |
| Total Assets BOY | 7717595 | TotalAssetsBOY |
| Total Assets EOY | 7556464 | TotalAssetsEOY |
| Total Liabilities BOY | 25125 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 124368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7692470 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7432096 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY PURPOSE OF SCHUMPERT FOUNDATION IS TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS HEALTH NORTHERN LOUISIANA IN ITS MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST BY PROVIDING FOR THE COMMUNITY'S HEALTH NEEDS. IN FURTHERANCE OF THOSE PURPOSES, THE FOUNDATION SOLICITS AND RECEIVES CHARITABLE GIFTS AND GRANTS TO ADMINISTER AND INVEST AND REINVEST AND TO APPLY THE WHOLE OR ANY PART OF THE INCOME AND THE PRINCIPAL EXCLUSIVELY FOR THE BENEFIT OF THE HEALTH CARE FACILITIES, SERVICES AND COMMUNITY HEALTH PROGRAMS SUPPORTED OR OPERATED BY CHRISTUS HEALTH NORTHERN LOUISIANA WITHIN ITS SERVICE AREA IN NORTHERN LOUISIANA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1134107 | Expense |
| Grants | 1134107 | Grants |
| Revenue | 19150 | Revenue |
| Description | SCHUMPERT FOUNDATION'S PRIMARY PURPOSE IS TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS HEALTH NORTHERN LOUISIANA IN ITS MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST BY PROVIDING FOR THE COMMUNITY'S HEALTH NEEDS. IN FURTHERANCE OF THESE PURPOSES, THE FOUNDATION SOLICITS AND RECEIVES CHARITABLE GIFTS AND GRANTS TO ADMINISTER AND INVEST AND REINVEST THE SAME AND TO APPLY THE WHOLE OR ANY PART OF THE INCOME AND THE PRINCIPAL EXCLUSIVELY FOR THE BENEFIT OF THE HEALTH CARE FACILITIES, SERVICES AND HEALTH COMMUNITY PROGRAMS SUPPORTED OR OPERATED BY CHRISTUS HEALTH NORTHERN LOUISIANA WITHIN ITS SERVICE AREA IN NORTHERN LOUISIANA. THERE IS AN ANNUAL ASSOCIATES CAMPAIGN CONDUCTED FROM OCTOBER 1 to NOVEMBER 30 TO ENCOURAGE FINANCIAL SUPPORT FOR ALL CHRISTUS HEALTH NORTHERN LOUISIANA PROGRAMS. DURING THE HOLIDAYS, CHRISTMAS JOY CAMPAIGN BROCHURES ARE SENT TO PREVIOUS DONORS TO ENCOURAGE CONTRIBUTIONS IN MEMORY OF OR IN HONOR OF LOVED ONES AND BUSINESS ASSOCIATES. CHRISTUS SUTTON CHILDREN'S MEDICAL CENTER SERVED AS A CHILDREN'S MIRACLE NETWORK HOSPITAL IN 2013, AND SUCH PARTICIPATION PROVIDED THE OPPORTUNITY TO RAISE AWARENESS AND FUNDS THROUGHOUT THE YEAR THROUGH BY ENGAGING IN PARTNER CAMPAIGNS AND AN ANNUAL TELETHON. OTHER CAMPAIGNS ARE INTRODUCED FOR SPECIAL PROJECTS AS NEEDED. PUBLIC FUNDRAISING EVENTS ARE HELD THROUGHOUT THE YEAR, SUCH AS "RHYTHM IN BLUES" TO BENEFIT CHRISTUS SUTTON CHILDREN'S MEDICAL CENTER AND "RUN WITH THE NUNS" WHICH BENEFITS CHILDREN'S HEALTH PROGRAMS. CHRISTUS HEALTH NORTHERN LOUISIANA HAS SERVED RESIDENTS OF NORTHWEST LOUISIANA, SOUTHWEST ARKANSAS, AND EAST TEXAS FOR MORE THAN 100 YEARS. CHRISTUS SCHUMPERT IS A 611 LICENSED BED FAITH-BASED HEALTH SYSTEM PROVIDING ACUTE CARE AT TWO LOCATIONS IN THE SHREVEPORT-BOSSIER CITY AREA. THE FACILITIES ARE CHRISTUS SCHUMPERT HEALTH SYSTEM AND CHRISTUS SCHUMPERT-HIGHLAND HOSPITAL. THE HEALTH SYSTEM ALSO OPERATES TWO STAND-ALONE WELLNESS CENTERS, TWO URGENT CARE CLINICS AND A STATE-OF-THE-ART CANCER TREATMENT CENTER. CHRISTUS HEALTH NORTHERN LOUISIANA IS PART OF CHRISTUS HEALTH, FORMED IN 1999 TO STRENGTHEN THE 148-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. CHRISTUS HEALTH RESPONDS TO THE HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT MORE THAN 60 HOSPITALS AND LONG-TERM CARE FACILITIES, AS WELL AS DOZENS OF HEALTH CARE CLINICS, PHYSICIANS' OFFICES, OUTPATIENT SERVICES, AND COMMUNITY-BASED PROGRAMS IN TEXAS, GEORGIA, IOWA, MISSOURI, LOUISIANA, ARKANSAS, NEW MEXICO, AND MEXICO. ALTHOUGH PROGRAMS MAY DIFFER FROM FACILITY TO FACILITY, EACH OF OUR HEALTH CARE ENTITIES HAS THE SAME OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. | Description |
| Total Program Service Expense | 1134107 | 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | 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 | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | 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 | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HARVEY ANNE LEIMBROOK | NamePerson |
| Telephone Number | 3186816781 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ST MARY PLACE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 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 | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Pat Allen | ||||||||
| Board Member (eff 1/1/13) | 1.0 | 0.0 | X | |||||
| Will Atkins | ||||||||
| Board Member (eff 1/1/13) | 1.0 | 0.0 | X | |||||
| Kelly Barnett | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Gregory J Barro | ||||||||
| Chairperson | 1.0 | 1.0 | X | X | ||||
| Steven S Boniol MD | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Mary S Campbell | ||||||||
| Secretary | 1.0 | 0.0 | X | X | ||||
| Nona Dailey | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Duke DeWare | ||||||||
| Treasurer | 1.0 | 0.0 | X | X | ||||
| Newt Dorsett | ||||||||
| Board Member (eff 1/1/13) | 1.0 | 0.0 | X | |||||
| Linda Dowling | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Mark Evans | ||||||||
| Vice Chairperson | 1.0 | 0.0 | X | X | ||||
| JoEllyn Gallmann | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Roy Griggs | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Deborah B Hall | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| O Delton Harrison Jr | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Sara Hearne | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Rick LaBorde | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Kirk Lavigne Jr | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Patrick Long | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Judy McColgan | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Sister Rose Marie McDermott | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Pam Nichols | ||||||||
| Board Member (eff 1/1/13) | 1.0 | 0.0 | X | |||||
| Cissie Smith | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Donald Sorrells MD | ||||||||
| Board Member | 1.0 | 39.0 | X | 0 | 442767 | 26105 | ||
| Ashley P Sutton | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Jack T Taylor Jr | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Michele Wiener | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Lacy H Williams MD | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Claire Williams | ||||||||
| Board Member (eff 1/1/13) | 1.0 | 0.0 | X | |||||
| Tom Wilson | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Carol C Windham | ||||||||
| Board Member | 1.0 | 0.0 | X | |||||
| Stephen Wright | ||||||||
| Board Member | 1.0 | 39.0 | X | 0 | 933329 | 162316 | ||
| Harvey Anne Leimbrook | ||||||||
| Executive Director | 40.0 | 0.0 | 6153 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6153 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1376096 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 188421 | 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 | NA | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 100475 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| All Other Contributions | 694522 | AllOtherContributions |
| Total Contributions | 794997 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTINUING MEDICAL EDUCATION SEMINAR | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 19150 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19150 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19150 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298613 | TotalRevenueColumn |
| Exclusion | $298,613 | 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 | 4971278 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4706216 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 265062 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 265062 | TotalRevenueColumn |
| Exclusion | $265,062 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5627 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 100475 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 36031 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30404 | TotalRevenueColumn |
| Exclusion | -$30,404 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 4962 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4962 | TotalRevenueColumn |
| Exclusion | $4,962 | ExclusionAmount |
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 | MANAGEMENT FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15842 | TotalRevenueColumn |
| Exclusion | $15,842 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15842 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1368222 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19150 | RelatedOrExemptFunctionIncome |
| Exclusion | $554,075 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1134107 | Total |
| Program Services | 1134107 | 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 | 6153 | Total |
| Management And General | 3138 | ManagementAndGeneral |
| Fundraising | 3015 | 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 | 163188 | Total |
| Management And General | 83226 | ManagementAndGeneral |
| Fundraising | 79962 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 2742 | Total |
| Fundraising | 2742 | Fundraising |
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 | 56378 | Total |
| Management And General | 56378 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1503 | Total |
| Fundraising | 1503 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96649 | Total |
| Management And General | 67 | ManagementAndGeneral |
| Fundraising | 96582 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CMN MEMBERSHIP EXPENSE | 150938 | 150938 | |
| CMN ADVERTISING | 36455 | 36455 | |
| BAD DEBT EXPENSE | 5443 | 5443 | |
| REIMBURSED EXPENSE | 470 | 470 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64436 | Total |
| Fundraising | 64436 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1718462 | Total |
| Program Services | 1134107 | ProgramServices |
| Management And General | 148252 | ManagementAndGeneral |
| Fundraising | 436103 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 596831 | BOY |
| EOY | 425629 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111665 | BOY |
| EOY | 49372 | 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 | 60901 | BOY |
| EOY | 55207 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6948198 | BOY |
| EOY | 7026256 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7717595 | BOY |
| EOY | 7556464 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4433 | BOY |
| EOY | 124368 | 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 | 20692 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25125 | BOY |
| EOY | 124368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1785331 | BOY |
| EOY | 1057088 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4331427 | BOY |
| EOY | 4746623 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575712 | BOY |
| EOY | 1628385 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7692470 | BOY |
| EOY | 7432096 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7717595 | BOY |
| EOY | 7556464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -350240 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 89866 | ReconciliationUnrealizedInvest |
| 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 | 1551189 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1061446 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 659569 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 857771 | CurrentTaxYearMinus1Year |
| Current Tax Year | 794997 | CurrentTaxYear |
| Total | 4924972 | 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 | 1551189 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1061446 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 659569 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 857771 | CurrentTaxYearMinus1Year |
| Current Tax Year | 794997 | CurrentTaxYear |
| Total | 4924972 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 504901 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4420071 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 235576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 172102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 469504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 298613 | CurrentTaxYear |
| Total | 1334391 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| 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 | -2070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15842 | CurrentTaxYear |
| Total | 13772 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6273135 | TotalSupport |
| Gross Receipts From Admissions Etc | 301476 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76530 | 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 | 1575712 | BeginningOfYearBalance |
| Contributions | 119931 | Contributions |
| End Of Year Balance | 1695643 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1463128 | BeginningOfYearBalance |
| Contributions | 112584 | Contributions |
| End Of Year Balance | 1575712 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1336984 | BeginningOfYearBalance |
| Contributions | 126144 | Contributions |
| End Of Year Balance | 1463128 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1236780 | BeginningOfYearBalance |
| Contributions | 100204 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1336984 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 986855 | BeginningOfYearBalance |
| Contributions | 211858 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | -38067 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1236780 | 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 | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS DESCRIPTION OF INTENDED USES OF FUNDS | FORM 990, SCHEDULE D, PART V, QUESTION 4 | A) GRACE HOME ENDOWMENT - SUPPORT COSTS OF RESIDENTIAL HOSPICE FACILITY B) ONCOLOGY - GENERAL USE ENDOWMENT - SUPPORT COST TO PROVIDE TREATMENT AND SERVICES FOR CANCER PATIENTS C) BOGGS/SLAGLE- GENERAL USE ENDOWMENT - PROVIDE RESOURCES FOR COLO-RECTAL SERVICE D) SUTTON CHILDREN'S ENDOWMENT - SUPPORT COSTS OF CHILDREN'S HOSPITAL E) SUTTON CHILDREN'S WOMEN'S COUNCIL ENDOWMENT - ASSIST IN PROGRAMS OF CHILDREN'S HOSPITAL AND PROMOTE PEDIATRIC HEALTH EDUCATION F) JUNIOR LEAGUE SHREVEPORT/BOSSIER CHILD LIFE ENDOWMENT - PROVIDE RESOURCES FOR CHILD LIFE PROGRAM G) DR. LACY AND EDIE WILLIAMS FAMILY ENDOWMENT - PROVIDE RESOURCES FOR CHILDREN'S HOSPITAL H) THE JUNE HAYNIE ENDOWMENT FOR CHILDREN - PROVIDE RESOURCES FOR CHILDREN'S HOSPITAL I) CHRISTUS SCHUMPERT - GENERAL USE ENDOWMENT - PROVIDE INCOME TO SUPPORT FOUNDATION OPERATIONS |
| UNCERTAIN TAX POSITIONS UNDER ASC 740 | FORM 990, SCHEDULE D, PART X, LINE 2 | PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2013 AND 2012. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Rhythm in Blues | NameOfEvent1 |
| Gross Receipts Event1 | 98052 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94512 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3540 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 2500 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 5216 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2564 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3414 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Run w the Nuns | NameOfEvent2 |
| Gross Receipts Event2 | 8050 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5963 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2087 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1628 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2680 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11029 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 106102 | GrossReceiptsTotal |
| Charitable Contributions Total | 100475 | CharitableContributionsTotal |
| Gross Revenue Total Events | 5627 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6844 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5244 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 14443 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 36031 | DirectExpenseSummaryEvents |
| Net Income Summary | -30404 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CHRISTUS Health Northern Louisiana | |||||||
| One St Mary Place | Shreveport | LA | 71101 | 720408982 | 501(C)(3) | 194718 | donations to support mission of CHRISTUS Norhtern Louisiana |
| CHRISTUS Continuing Care | |||||||
| 1700 West Loop Ste 1100 | Houston | TX | 77027 | 742898615 | 501(C)(3) | 100301 | donations to support indigent care and programs for hospice services |
| Gingerbread House Caddo Children's Advocacy Center | |||||||
| 513 Jordan Street | Shreveport | LA | 71101 | 721390471 | 501(C)(3) | 10000 | Support for program to assist child abuse |
| Sci-Port Lousiana's Science Center | |||||||
| 820 Clyde Fant Parkway | Shreveport | LA | 71101 | 237050551 | 501(C)(3) | 20199 | Support for educational opportunities for local students, Omega made donation through Schumpert Foundation to this organization pursuant to the requisites set forth by Omega |
| American Society for Clinical Laboratory Science | |||||||
| 58245 LaBauve Avenue | Plaquemine | LA | 70764 | 726029548 | 501(C)(3) | 10000 | Sponsorship of medical education convention, Omega made donation through Schumpert Foundation to this organization pursuant ot requisites set forth by Omega. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I, Part I, Line 2 | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | THE FOUNDATION WRITES GRANTS FOR A SPECIFIC PURPOSE AND WE FOLLOW THE GRANT CRITERIA IN THE DISBURSEMENT OF THE FUNDS. ALL CONTRIBUTIONS RECEIVED BY THE FOUNDATION ARE SPENT ACCORDING TO THE INTENT OF THE DONOR. DISBURSEMENTS OF THE GRANTS AND DONATIONS ARE MADE TO CHRISTUS HEALTH NORTHERN LOUISIANA HEALTH SYSTEM'S PROGRAMS ALONG WITH OTHER HEALTH RELATED CHARITABLE ORGANIZATIONS WITHIN THE LOCAL COMMUNITY. THE PROCEDURE FOR THE DISBURSEMENT OF ALL THE FUNDS IS AS FOLLOWS: REQUESTS FOR DISBURSEMENT OF FUNDS FROM CHRISTUS HEALTH NORTHERN LOUISIANA AND/OR THE SCHUMPERT FOUNDATION ARE INITIATED AND SIGNED BY THE APPROPRIATE DEPARTMENT HEAD, FACILITY ADMINISTRATOR AND THE APPROPRIATE MEMBER OF THE SENIOR LEADERSHIP TEAM OF CHRISTUS HEALTH NORTHERN LOUISIANA IN THE ORDER INDICATED. THE REQUEST INCLUDES THE DOLLAR AMOUNT REQUESTED, THE INTENDED USE OF THE FUNDS, PERTINENT DETAILS FOR DISBURSEMENT TO INTERNAL ACCOUNTS (IF APPROPRIATE) OR PAYMENT OF APPROVED EXPENSE(S). A CHRISTUS HEALTH NORTHERN LOUISIANA CHECK REQUEST COMPLETED WITH THE NAME, ADDRESS, AMOUNT REQUESTED, EXPLANATION OF EXPENDITURE, AND DOCUMENTATION (INVOICE(S), RECEIPTS, ETC.) IS ATTACHED TO THE CHECK REQUEST. THE CHECK REQUEST WITH APPROPRIATE APPROVALS AND SUPPORTING DOCUMENTATION IS FORWARDED TO THE FOUNDATION OFFICE FOR VERIFICATION OF FUND AVAILABILITY, APPROPRIATE APPROVAL, AND DOCUMENTATION IN ACCORDANCE WITH CHRISTUS HEALTH NORTHERN LOUISIANA'S CUSTOMARY CHECK REQUEST POLICY AND PROCEDURE. A COMPLETED FOUNDATION FUNDING FORM IS ALSO ATTACHED TO THE CHECK REQUEST AND APPROVED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE APPROVED FORMS WILL BE SENT TO ACCOUNTS PAYABLE FOR PROCESSING. ACCOUNTS PAYABLE WILL GIVE A COPY TO THE APPROPRIATE FINANCE ASSOCIATE TO REQUEST TRANSFER OF FUNDS FROM THE APPROPRIATE FUND HELD WITH THE 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 (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald Sorrells MD | ||||||||||||||
| Board Member | 0 | 427674 | 0 | 1168 | 0 | 13925 | 0 | 17500 | 0 | 8605 | 0 | 468872 | 0 | 0 |
| Stephen Wright | ||||||||||||||
| Board Member | 0 | 507716 | 0 | 181530 | 0 | 244083 | 0 | 135816 | 0 | 26500 | 0 | 1095645 | 0 | 202748 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Supplemental Compensation Information | FORM 990, PART VII, QUESTION 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. | |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHUMPERT FOUNDATION RELIED ON A RELATED ORGANIZATION, CHRISTUS HEALTH NORTHERN LOUISIANA, THAT USED THE FOLLOWING METHOD TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: INDEPENDENT AND EXTERNAL CONSULTANT. SCHUMPERT FOUNDATION REIMBURSES CHRISTUS HEALTH NORTHERN LOUISIANA FOR ONE HALF OF THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION; HOWEVER, THE FILING ORGANIZATION DOES NOT HAVE THE AUTHORITY TO DETERMINE AND IMPLEMENT THE METHODS USED TO ESTABLISH SUCH COMPENSATION. | FORM 990, SCHEDULE J, PART I, QUESTION 3 |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, QUESTION 4B AND FORM 990, SCHEDULE J, PART II, COLUMN (F), COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 STEPHEN WRIGHT WAS PAID $202,748 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. | FORM 990, SCHEDULE J, PART I, QUESTION 4B |
| DEFERRED COMPENSATION | DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. | FORM 990, SCHEDULE J, PART II, COLUMN C |
| SUPPLEMENTAL COMPENSATION INFORMATION | W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN. | FORM 990, SCHEDULE J, PART II |
| BONUS AND INCENTIVE COMPENSATION | BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2012. | FORM 990, SCHEDULE J, PART II, COLUMN B(II) |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DOING BUSINESS AS | FORM 990, PAGE 1, ITEM C | SCHUMPERT FOUNDATION OPERATES UNDER THE FOLLOWING NAMES: CHRISTUS SCHUMPERT CHILDREN'S FUND CHRISTUS SCHUMPERT HEALTH SYSTEM FOUNDATION DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION, ARTICLE IX MEMBERSHIP FOR SCHUMPERT FOUNDATION, CHRISTUS HEALTH NORTHERN LOUISIANA IS THE SOLE MEMBER OF THE CORPORATION. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, QUESTION 7A | IN ACCORDANCE WITH THE AMENDED AND RESTATED BYLAWS OF THE SCHUMPERT FOUNDATION D/B/A CHRISTUS SCHUMPERT HEALTH SYSTEM FOUNDATION, SECTION 6.02, THE PERSONS EMPLOYED SHALL AUTOMATICALLY BE ELECTED WITHOUT TERM. ALSO, THE BOARD OF DIRECTORS OF THE CORPORATION SHALL INCLUDE AT LEAST ONE MEMBER OF THE CHRISTUS HEALTH NORTHERN LOUISIANA BOARD, ONE ACTIVE MEMBER OF CHRISTUS SCHUMPERT HEALTH SYSTEM MEDICAL STAFF, AND A REPRESENTATIVE OF EITHER THE SISTERS OF CHARITY OF INCARNATE WORD OR THE CHRISTUS SCHUMPERT OFFICE OF MISSION EFFECTIVENESS. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | IN ACCORDANCE WITH THE AMENDED AND RESTATED BYLAWS OF THE SCHUMPERT FOUNDATION D/B/A CHRISTUS SCHUMPERT HEALTH SYSTEM FOUNDATION: THE GOVERNANCE OF THE AFFAIRS OF THE CORPORATION SHALL BE VESTED IN ITS GOVERNING BODY, KNOWN AS THE BOARD OF DIRECTORS, WHICH SHALL HAVE CHARGE, CONTROL AND MANAGEMENT OF THE PROPERTY, AFFAIRS AND FUNDS OF THE CORPORATION, AND SHALL HAVE THE POWER AND AUTHORITY TO DO AND PERFORM ALL ACTS AND FUNCTIONS ON BEHALF OF THE CORPORATION. HOWEVER, AMONG THESE ACTS AND FUNCTIONS, CERTAIN POWERS HAVE BEEN EXPRESSLY RESERVED TO THE SOLE MEMBER IN THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE CORPORATION. ACTION BY THE CORPORATION SHALL NOT BE TAKEN UNTIL, CHRISTUS HEALTH NORTHERN LOUISIANA, ACTING THROUGH ITS BOARD OF DIRECTORS, SHALL HAVE TAKEN ACTIONS BY CONSENT RESOLUTION OR RESOLUTIONS SIGNED ON BEHALF OF THE SOLE MEMBER BY ITS PRESIDENT OR CORPORATE SECRETARY AND RECORDED IN THE MINUTE BOOKS OF CHRISTUS HEALTH NORTHERN LOUISIANA. THE SOLE MEMBER MAY DELEGATE CERTAIN RESERVED POWERS TO THE CHRISTUS HEALTH NORTHERN LOUISIANA PRESIDENT. THE MATTERS SET FORTH BELOW ARE RESERVED EXCLUSIVELY TO THE SOLE MEMBER AND ARE NOT VALID UNTIL THEY HAVE BEEN SUBMITTED FOR AND RECEIVED APPROVAL BY THE MEMBER IN THE MANNER OUTLINED ABOVE: (A) ANY AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THIS CORPORATION. (B) THE ESTABLISHMENT OF ANY NEW CORPORATION OR THE MERGER, DISSOLUTION, OR CONSOLIDATION OF THE CORPORATION. (C) APPROVAL OF THE CAPITAL AND OPERATIONAL BUDGETS OF THE CORPORATION AND APPROVAL OF ANY AUDIT OR FINANCIAL REVIEW OF THE BOOKS AND RECORDS OF THE CORPORATION. THE SOLE MEMBER MAY REQUIRE AN AUDIT OR SOME LESSER FINANCIAL REVIEW OF THE BOOKS AND RECORDS OF THE CORPORATION BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT SELECTED BY THE SOLE MEMBER OF THE CORPORATION IF THE SOLE MEMBER DEEMS SUCH REVIEW OR AUDIT TO BE NECESSARY OR APPROPRIATE. (D) INCURRING OR RENEWING ANY INDEBTEDNESS BY THE CORPORATION. (E) ANY ACQUISITION, EXCHANGE, LEASE, SALE OR PURCHASE OF REAL PROPERTY BY THE CORPORATION. (F) THE APPROVAL OF ANY GIFT OF PROPERTY (OTHER THAN CASH, MARKETABLE SECURITIES, OR BONDS) TO THE CORPORATION AND THE APPROVAL OF ANY RESTRICTIONS IMPOSED AS A CONDITION OF ACCEPTING SAID GIFT. (G) APPROVAL OF SHORT-TERM AND LONG-RANGE STRATEGIC PLANS FOR THE CORPORATION. (H) APPROVAL OF THE STATED MISSION AND PHILOSOPHY ACCORDING TO WHICH THE CORPORATION WILL OPERATE ITS AFFAIRS. (I) ELECTION OR REMOVAL OF THE CHAIR, AND THE BOARD OF DIRECTORS OF THE CORPORATION. (J) THE SOLE MEMBER MAY FROM TIME TO TIME BY APPROPRIATE RESOLUTIONS ADOPTED AND APPROVED BY SAID SOLE MEMBER DELEGATE ADDITIONAL ACTIONS TO THE BOARD OF DIRECTORS OF THE CORPORATION. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11B | THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2014 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12C | AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION. |
| COMPENSATION DETERMINATION PROCESS | FORM 990, PART VI, QUESTION 15A | THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION IS PAID BY A RELATED ORGANIZATION; THEREFORE, THE FILING ORGANIZATION WAS NOT INVOLVED IN THE PROCESS OF DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION. THE RELATED ORGANIZATION DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE RELATED ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE RELATED ORGANIZATION. BASED ON THE AFOREMENTIONED PROCEDURE, THE EXECUTIVE DIRECTOR'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE. THE EXECUTIVE DIRECTOR'S SALARY IS SPLIT BETWEEN THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. |
| PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T | FORM 990, PART VI, QUESTION 18 | THE FILING ORGANIZATION'S IRS DETERMINATION LETTER AND FORM 990 ARE AVAILABLE UPON REQUEST. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS Health | ||||||||||
| 2707 NORTH LOOP WEST | HOUSTON | TX | 77008 | 760590551 | SUPT HLTH SVC | TX | 501(C)(3) | 9 | NA | false |
| CHRISTUS HEALTH NORTHERN LOUISIANA | ||||||||||
| ONE SAINT MARY PLACE | SHREVEPORT | LA | 71101 | 720408982 | HLTHCARE SVC | LA | 501(C)(3) | 3 | CH | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCH MANAGEMENT SOLUTIONS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ST MARY PLACE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721270625 | EIN |
| Primary Activity | JV Management | PrimaryActivity |
| Legal Domicile State | LA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOLA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
| 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 |
| 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 | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments