UNITY HEALTH SYSTEM FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITY HEALTH SYSTEM FOUNDATION (EIN 11-9627400)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201443149349302834
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T15:14:42-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 119627400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITY HEALTH SYSTEM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5853686290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 LONG POND RD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14626 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas R Crilly | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2014-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,355,530 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unityhealth.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5784 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,968,121 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,396,673 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $396,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $339,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,872 | PYOtherRevenueAmt |
| CY Other Revenue | $128,440 | CYOtherRevenueAmt |
| PY Total Revenue | $5,444,295 | PYTotalRevenueAmt |
| CY Total Revenue | $3,864,918 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,345,976 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,137,803 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $920,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $998,590 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $752,817 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $453,589 | PYOtherExpensesAmt |
| CY Other Expenses | $324,228 | CYOtherExpensesAmt |
| PY Total Expenses | $5,720,340 | PYTotalExpensesAmt |
| CY Total Expenses | $3,460,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$276,045 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $404,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,338,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,864,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $808,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $798,286 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,529,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,066,558 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Unity Health Foundation conducts annual fund-raising events and cultivates and solicits capital gifts in support of the System as well as the community. The Unity Hospital of Rochester, the major entity of the the System, is a not-for-profit community hospital which provides quality general and acute inpatient and outpatient hospital care to the residents of Rochester, NY and the surrounding community regardless of ability to pay. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,137,803 | ExpenseAmt |
| Grant | $2,137,803 | GrantAmt |
| Desc | The Unity Health Foundation conducts annual fund-raising events and cultivates and solicits capital gifts in support of Unity Health System (the System) as well as the community. The Unity Hospital of Rochester, a major entity of the System, is a not-for-profit community hospital which provides quality general and acute inpatient and outpatient hospital care to the residents of Rochester, NY and the surrounding community regardless of ability to pay. | Desc |
| Total Program Service Expenses | $2,137,803 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5784 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNITY HEALTH SYSTEM FOUNDATION | PersonNm |
| Phone | 5853686227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 CANAL LANDING BLVD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14626 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Andrew August | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Jack Baron | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Edward J Ciaschi | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Ralph A DeStephano | ||||||||
| Director | 0.10 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy S Ferris | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Karen Gallina | ||||||||
| Secretary | 0.25 | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Scott Turner | ||||||||
| Director | 0.10 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| Tarun Kothari MD | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Robert Oppenheimer | ||||||||
| Director | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | ||
| Efrain Rivera | ||||||||
| Director | 0.10 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jagat S Mehta MD | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Michael R Nuccitelli | ||||||||
| Chairman | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Elizabeth Patton PhD | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Riley | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Steven Sauer | ||||||||
| Vice Chairman | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Dana Miller | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey C Mapstone | ||||||||
| Director | 0.25 | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| Frederick Holbrook | ||||||||
| Director | 0.10 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Leon Sawyko | ||||||||
| Vice Chairman | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Faheem Masood | ||||||||
| Treasurer | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Warren Hern | ||||||||
| CEO - UHS | 1.00 | 39.00 | Yes (X) | $0 | $920,953 | $69,836 | Yes (X) | |
| Thomas R Crilly | ||||||||
| Exec. VP/CFO | 1.00 | 39.00 | $0 | $374,615 | $52,718 | Yes (X) | ||
| Annette Leahy | ||||||||
| President | 40.00 | 0.00 | $178,515 | $0 | $11,885 | Yes (X) | ||
| Timothy Balconi | ||||||||
| Former President | 0.00 | 0.00 | $277,037 | $0 | $30,809 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $455,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,295,568 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $28,261 | FederatedCampaignsAmt |
| Fundraising | $416,109 | FundraisingAmt |
| Related Organizations | $412,500 | RelatedOrganizationsAmt |
| All Other Contributions | $2,539,803 | AllOtherContributionsAmt |
| Noncash Contributions | $56,076 | NoncashContributionsAmt |
| Total Contributions | $3,396,673 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $232,529 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,318,195 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,210,919 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,276 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,276 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $170,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $416,109 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $279,693 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$109,513 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Int. income from affiliat | 900099 | $21,988 | $21,988 |
| Rental reimbursement | 900099 | $215,965 | $215,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $237,953 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,864,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $339,805 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $237,953 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,921 | TotalAmt |
| Program Services | $2,075,921 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,882 | TotalAmt |
| Program Services | $61,882 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,599 | TotalAmt |
| Management And General | $45,304 | ManagementAndGeneralAmt |
| Fundraising | $184,295 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,859 | TotalAmt |
| Management And General | $340,788 | ManagementAndGeneralAmt |
| Fundraising | $262,071 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,577 | TotalAmt |
| Management And General | $19,682 | ManagementAndGeneralAmt |
| Fundraising | $18,895 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,801 | TotalAmt |
| Management And General | $27,962 | ManagementAndGeneralAmt |
| Fundraising | $26,839 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,754 | TotalAmt |
| Management And General | $37,123 | ManagementAndGeneralAmt |
| Fundraising | $35,631 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657 | TotalAmt |
| Management And General | $1,657 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,522 | TotalAmt |
| Management And General | $3,522 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,716 | TotalAmt |
| Management And General | $55,716 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720 | TotalAmt |
| Management And General | $1,720 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,869 | TotalAmt |
| Management And General | $1,798 | ManagementAndGeneralAmt |
| Fundraising | $11,071 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,175 | TotalAmt |
| Management And General | $1,917 | ManagementAndGeneralAmt |
| Fundraising | $33,258 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,415 | TotalAmt |
| Management And General | $554 | ManagementAndGeneralAmt |
| Fundraising | $13,861 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,929 | TotalAmt |
| Management And General | $2,013 | ManagementAndGeneralAmt |
| Fundraising | $34,916 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,604 | TotalAmt |
| Management And General | $28 | ManagementAndGeneralAmt |
| Fundraising | $3,576 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,054 | TotalAmt |
| Management And General | $384 | ManagementAndGeneralAmt |
| Fundraising | $6,670 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159 | TotalAmt |
| Management And General | $159 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,352 | TotalAmt |
| Management And General | $24,352 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,238 | TotalAmt |
| Management And General | $5,238 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Donor Recognition | $109,188 | $109,188 | |
| Miscellaneous | $12,630 | $12,546 | $84 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,621 | TotalAmt |
| Program Services | $2,137,803 | ProgramServicesAmt |
| Management And General | $570,001 | ManagementAndGeneralAmt |
| Fundraising | $752,817 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,426 | BOYAmt |
| EOY | $111,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,536 | BOYAmt |
| EOY | $346,905 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,724,332 | BOYAmt |
| EOY | $6,093,933 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,242 | BOYAmt |
| EOY | $434,697 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,938 | BOYAmt |
| EOY | $25,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,100,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,278,803 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,738 | BOYAmt |
| EOY | $821,386 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,561,062 | BOYAmt |
| EOY | $9,616,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,630 | BOYAmt |
| EOY | $26,739 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,760 | BOYAmt |
| EOY | $1,387,563 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,338,386 | BOYAmt |
| EOY | $18,864,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,511 | BOYAmt |
| EOY | $177,196 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,027 | BOYAmt |
| EOY | $179,846 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,388 | BOYAmt |
| EOY | $441,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,926 | BOYAmt |
| EOY | $798,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,540 | BOYAmt |
| EOY | $2,150,765 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,898,055 | BOYAmt |
| EOY | $9,204,457 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,428,865 | BOYAmt |
| EOY | $6,711,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,529,460 | BOYAmt |
| EOY | $18,066,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,338,386 | BOYAmt |
| EOY | $18,864,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $404,297 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,455 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,308,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,629,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,464,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,966,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,396,673 | CurrentTaxYearAmt |
| Total | $27,765,743 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,308,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,629,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,464,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,966,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,396,673 | CurrentTaxYearAmt |
| Total | $27,765,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,992,250 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,773,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $309,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $363,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,529 | CurrentTaxYearAmt |
| Total | $1,564,441 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,330,184 | TotalSupportAmt |
| Public Support CY170 | 0.60600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $5,913 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $88,771 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $74,539 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,326,920 | BeginningYearBalanceAmt |
| Contributions | $2,422,245 | ContributionsAmt |
| Investment Earnings Or Losses | $290,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,123,389 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,915,793 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,069,477 | BeginningYearBalanceAmt |
| Contributions | $3,905,446 | ContributionsAmt |
| Investment Earnings Or Losses | $691,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,339,029 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,326,920 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,557,135 | BeginningYearBalanceAmt |
| Contributions | $3,608,140 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,400 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,080,398 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,069,477 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,756,161 | BeginningYearBalanceAmt |
| Contributions | $10,851,229 | ContributionsAmt |
| Investment Earnings Or Losses | $492,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,542,765 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,557,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,945,374 | BeginningYearBalanceAmt |
| Contributions | $2,587,174 | ContributionsAmt |
| Investment Earnings Or Losses | $969,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,746,350 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,756,161 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.42170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57830 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,101 | OtherCostOrOtherBasisAmt |
| Book Value | $186,101 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $805,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $493,565 | DepreciationAmt |
| Book Value | $611,547 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,825 | DepreciationAmt |
| Book Value | $17,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $733,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $733,547 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,866 | DepreciationAmt |
| Book Value | $5,895 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $821,386 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash Surrender Value Life Ins. Policies | $161,598 |
| Charitable Gift Annuity Reserve | $610,894 |
| Charitable Remainder Trusts | $592,240 |
| Due from affiliates | $22,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,387,563 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Liability | $169,286 |
| Gift Annuity Payable | $271,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $441,244 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Permanently restricted endowments are held in perpetuity, their income is available for use based on donor stipulations. Earnings on the endowment are earmarked for either unrestricted operations or specific purpose based on designation of the endowment. Temporarily restricted endowment funds are released from restriction for program purposes in accordance with donor requirements. |
| Part X : FIN48 Footnote | The Unity Health System Foundation is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. In addition, the Foundation is exempt from state income tax under the New York State Corporation tax law. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $310,640 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $215,440 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,200 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $89,102 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,607 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,018 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf | NameOfEvent2Amt |
| Gross Receipts Event2 | $275,649 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200,669 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $74,980 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $24,171 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $32,639 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $350 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $58,106 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $586,289 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $416,109 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $170,180 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $24,171 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $121,741 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,957 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $119,124 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $279,693 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$109,513 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| North Park Nursing Home Inc | |||||||||
| 700 Island Cottage Road | Rochester | NY | 14612 | 223159644 | $8,688 | $5,700 | Estimate of FMV | Medical Eqpt & Household goods | See Part IV |
| Park Ridge Child Care Center | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222918126 | $9,835 | $0 | N/A | N/A | See Part IV |
| Park Ridge Nursing Home Inc | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 160978184 | $81,926 | $184 | Estimate of FMV | Household goods | See Part IV |
| The Unity Hospital of Rochester | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 237221763 | $1,788,369 | $22,599 | Estimate of FMV | Clothing, household goods | See Part IV |
| Woodland Village Inc | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161588242 | $150,296 | $100 | Estimate of FMV | Household goods | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Forgivable employee loan for low-income home ownership. | 5 | $24,000 |
| Cardiopulmonary rehab copay assist. | 43 | $9,474 |
| Medications for underinsured. | 55 | $20,857 |
| Nursing tuition scholarship. | 7 | $7,000 |
| Medical Resident Award Scholarship | 1 | $551 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | Part II Column (h) Purpose of grants or assistance to:(1) North Park Nursing Home-Staff recognition & general purposes for residents.(2) Park Ridge Child Care Center-Equipment and supplies.(3) Park Ridge Nursing Home-Facility construction, staff training, medical & other eqpt, & general purposes.(4) The Unity Hospital of Rochester-Facility expansion & renovation, medical & other eqpt, staff training, supplies & general purposes.(5)Woodland Village, Inc.- Facility construction & general purposes for residents. |
| Grantmaker's Description of How Grants are Used | The Foundation's Financial Coordinator conducts monthly reconciliation and maintains substantiated documentation of all payments for fulfillment of every grant awarded. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annette Leahy | |||||||||||
| President | $160,591 | $17,924 | $8,021 | $3,864 | $190,400 | ||||||
| Thomas R Crilly | |||||||||||
| Exec. VP/CFO | $333,830 | $39,258 | $1,527 | $41,011 | $11,707 | $427,333 | |||||
| Timothy Balconi | |||||||||||
| Former President | $18,649 | $258,388 | $21,958 | $8,851 | $307,846 | ||||||
| Warren Hern | |||||||||||
| CEO - UHS | $708,187 | $154,115 | $58,651 | $65,237 | $4,599 | $990,789 | |||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or | FormAndLineReferenceDesc |
| Explanation | The officers and key employees are eligible for incentive compensation contingent upon various performance indicators of Unity Health System Foundation including net earnings. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,063 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor estimate | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,715 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event GIK | 55 | $35,798 | Donor estimate |
| Yes (X) | Wheelchair | 1 | $1,500 | Donor estimate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | In situations where Unity Health System Foundation receives gifts of stocks from donors, an investment bank is utilized to receive the stock and then sell the stock upon the request of the Foundation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The sole corporate member of Unity Health System Foundation is the System, the parent corporation. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Except for the President of the System and the Foundation, all directors of the Foundation shall be elected by the member at its annual meeting and shall serve for a term of three years. Subject to the approval of the entire Board, nominations for directors shall be submitted to the member. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Governance and management powers have been reserved to the member (the System) in Unity Health System Foundation's Certificate of Incorporation. Any action required or permitted to be taken by the member under applicable law, the Certificate of Incorporation, or the Bylaws is taken by the member through written resolution consenting to such action and is signed by an officer of the member and is forwarded to the President, with a copy to the Chairman of the Board. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 will be reviewed by the Executive Committee of the System's Board of Directors prior to the annual filing date and also made available to the Board of Directors of the System. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | On an annual basis the member, the System, sends a Conflict of Interest statement to all Board Members, Officer, Directors, Key Employees, and management staff asking them to disclose any potential conflict of interest that could compromise their position within the Corporation. These statements are reviewed by the CFO of the Corporation to determine if there are any issues that require further follow-up. All disclosures are presented to the Audit Committee and the CFO points out any disclosures that he feels are significant. If there is a disclosure that is of concern, a determination is made for further follow-up. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The CEO's compensation is determined by an independent consulting firm that makes a recommendation based on surveys and market valuation. Once a compensation package is determined, it is presented to the Board of Directors for approval.Compensation for all other positions are determined based on market pricing, the position evaluation system and/or the position's responsibilities. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Unity Health System Foundation makes documents available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change - annual pension valuation other comprehensive income = $66943 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Changes in market value of charitable remainder trusts = -$1978 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Changes in value of charitable gift annuities = $29196 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Losses on uncollectible pledges = -$8300 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Transfer of McKittrick earnings to Unity Hospital = -$49406 |
| Form 990, Part I, Line 1 | Unity Health Foundation supports the ability of the System to fulfill its mission by actively encouraging charitable support and providing responsible management of its assets. |
| Form 990, Part I, Line 5 | All employees of Unity Health System (the System) are paid from one entity, The Unity Hospital of Rochester, which is the common paymaster. The total number of employees for the System have been reported on all entities based on the reporting requirements for 2013. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| North Park Nursing Home Inc | ||||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 223159644 | Long Term Care Facility | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Child Care Center Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222918126 | Child day care services | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Housing Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222608311 | Low income housing project for the elderly | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Housing Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222570457 | Senior apartment complex | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Nursing Home Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 160978184 | Long Term Care Facility | NY | 501(c)(3) | 9 | NA | false |
| Parkway Commons Hous Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 223130818 | Low income housing for elderly/handicapped | NY | 501(c)(3) | 9 | NA | false |
| PRCD Inc | ||||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 161311581 | Substance Abuse Treatment and Rehabilitation | NY | 501(c)(3) | 7 | NA | false |
| St Bernards Housing Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161492955 | Low income Housing Project | NY | 501(c)(3) | 9 | NA | false |
| The Unity Hospital of Rochester | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 237221763 | Hospital | NY | 501(c)(3) | 3 | NA | false |
| Unity Aging Services Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 841684195 | Management & development company | NY | 501(c)(3) | 9 | NA | false |
| Unity Health System Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222572873 | Healthcare management | NY | 501(c)(3) | 11 | NA | false |
| Unity Housing Development Fund Corp | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 300068596 | Receipt and disbursement of subsidies | NY | 501(c)(3) | 9 | NA | false |
| Woodland Village Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161588242 | Senior apartment complex | NY | 501(c)(3) | 9 | NA | false |
| Unity Ambulatory Surgery Center Inc | ||||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 383871383 | Outpatient Surgery | NY | 501(c)(3) | 9 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| Parma Senior Housing Associates LP | |||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 432082116 | Hilton Proj | NY | NA | false | false |
| Unity Senior Housing Associates LP | |||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 061709927 | Moore Park | NY | NA | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ACM Medical Laboratory Inc | |||||||||
| 160 Elmgrove Park | Rochester | NY | 14624 | 161059691 | Clinical lab | NY | NA | C corp | false |
| PRH Inc | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161329632 | Medical lab | NY | NA | C corp | false |
| Parma Senior Housing LLC | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 810671687 | Sr. Housing | NY | NA | C corp | false |
| Unity Senior Housing Corp | |||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 061709925 | Sr. Housing | NY | NA | C corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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