HEALTHCARE QUALITY STRATEGIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE QUALITY STRATEGIES INC (EIN 22-2547756)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-28
- IRS object ID
- 201310289349300521
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-28T10:25:40-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 2600 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222547756 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare Quality Strategies Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARTIN P MARGOLIES | InCareOfName |
| Name Control | HEAL | NameControl |
| Phone | 7322385570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 557 Cranbury Road | AddressLine1 |
| City | East Brunswick | City |
| State | NJ | State |
| ZIP Code | 08816 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN P MARGOLIES | Name |
| Title | CEO | Title |
| Date Signed | 2013-01-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Martin P Margolies | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 557 Cranbury Road | AddressLine1 |
| City | East Brunswick | City |
| State | NJ | State |
| ZIP Code | 08816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14036497 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hqsi.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | MONITOR THE QUALITY OF HEALTHCARE IN NEW JERSEY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 341438 | TotalGrossUBI |
| Contributions Grants Prior Year | 25000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 63308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8957490 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8487344 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 564670 | InvestmentIncomePriorYear |
| Investment Income Current Year | 498645 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21451 | OtherRevenuePriorYear |
| Other Revenue Current Year | 412936 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9568611 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9462233 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6813640 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6735621 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3221036 | OtherExpensePriorYear |
| Other Expenses Current Year | 2018152 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10034676 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8753773 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -466065 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 708460 | RevenuesLessExpensesCY |
| Total Assets BOY | 15445217 | TotalAssetsBOY |
| Total Assets EOY | 15606908 | TotalAssetsEOY |
| Total Liabilities BOY | 733863 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1039442 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14711354 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14567466 | NetAssetsOrFundBalancesEOY |
| Mission Description | MONITOR THE QUALITY OF HEALTHCARE IN NEW JERSEY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5282186 | Expense |
| Revenue | 12758884 | Revenue |
| Description | As part of the federally-sponsored national network of quality improvement organizations that oversees quality of care in the Medicare program, Healthcare Quality Strategies, Inc (HQSI)conducts federally mandated review activities and implements federal healthcare quality improvement initiatives with Medicare-certified providers throughout the state of New Jersey. Medicare program components include Beneficiary Protection, Patient Safety, Core Prevention and care Transitions. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 767371 | Expense |
| Revenue | 541120 | Revenue |
| Description | HQSI conducts reviews of medicaid fee-for-service discharges at 44 New Jersey hospitals for the state of New Jersey and performs appeals for HIP of New York. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity3 | Activity3 | |
| Total Program Service Expense | 6049557 | 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 | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | 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 | false | 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 | 62 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| 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 | false | QuidProQuoContributions |
| 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTIN P MARGOLIES | NamePerson |
| Telephone Number | 7322385570 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 557 CRANBURY ROAD SUITE 21 | AddressLine1 |
| City | East Brunswick | City |
| State | NJ | State |
| ZIP Code | 08816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Mary Ann Conte | |||||||
| Trustee | 1.0 | X | 5000 | 0 | 0 | ||
| Vincent Acampora | |||||||
| Trustee | 1.0 | X | 800 | 0 | 0 | ||
| Mae Margaret Costanzo | |||||||
| Trustee | 1.0 | X | 2800 | 0 | 0 | ||
| Alvin Fried | |||||||
| Trustee | 1.0 | X | 1200 | 0 | 0 | ||
| Daniel Greenwald | |||||||
| Trustee | 1.0 | X | 1800 | 0 | 0 | ||
| Edward Josell | |||||||
| Trustee | 1.0 | X | 4600 | 0 | 0 | ||
| Barnard Kaplan | |||||||
| Trustee | 1.0 | X | 1600 | 0 | 0 | ||
| Harlan Martin | |||||||
| Trustee | 1.0 | X | 2000 | 0 | 0 | ||
| David Kingsley | |||||||
| Trustee | 1.0 | X | 2800 | 0 | 0 | ||
| John Lewy | |||||||
| Trustee | 1.0 | X | 1600 | 0 | 0 | ||
| Vincent McDermott | |||||||
| Trustee | 1.0 | X | 3200 | 0 | 0 | ||
| Robert Maurer | |||||||
| Trustee | 1.0 | X | 1600 | 0 | 0 | ||
| Steven Oxler | |||||||
| Trustee | 1.0 | X | 2800 | 0 | 0 | ||
| Elyse Perweilzer | |||||||
| Trustee | 1.0 | X | 2400 | 0 | 0 | ||
| Alexander Rodi Sr | |||||||
| Trustee | 1.0 | X | 4400 | 0 | 0 | ||
| Marie Schall | |||||||
| Trustee | 1.0 | X | 2400 | 0 | 0 | ||
| Michael Spivak | |||||||
| Trustee | 1.0 | X | 2200 | 0 | 0 | ||
| Howard Zeidman | |||||||
| Trustee | 1.0 | X | 2800 | 0 | 0 | ||
| Donald Pendley | |||||||
| Trustee | 1.0 | X | 2400 | 0 | 0 | ||
| Jarrod Kaufman | |||||||
| Trustee | 1.0 | X | 750 | 0 | 0 | ||
| Martin P Margolies | |||||||
| Chief Executive Officer | 40.0 | 711513 | 0 | 27118 | X | ||
| Mary Jane Brubaker | |||||||
| Chief Operating Officer | 40.0 | 270106 | 0 | 19371 | X | ||
| Andrew Miller | |||||||
| Director of Physicians Service | 40.0 | 206549 | 0 | 22046 | X | ||
| Linda DeMarzo | |||||||
| Clinical Leader | 30.0 | 107135 | 0 | 8263 | X | ||
| Joseph Pisano | |||||||
| Director of Finance | 40.0 | 114177 | 0 | 6642 | X | ||
| Michael Rubin | |||||||
| Director of Info. Services | 40.0 | 111207 | 0 | 12455 | X | ||
| Nancy Mendes | |||||||
| Director of New Business | 40.0 | 110245 | 0 | 11994 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1680082 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 107889 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| James F Anderson CPA | |||||
| 34 Bridge Street | METUCHEN | NJ | 08840 | Financial Consultant | 417024 |
| OPI Corporation | |||||
| 100 Peyton Way | CHARLESTON | WV | 25309 | Consultant | 100859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 25000 | RelatedOrganizations |
| Government Grants | 38308 | GovernmentGrants |
| Total Contributions | 63308 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE REVENUE | 541900 | 7946224 | 7946224 |
| OTHER CONTRACT REVENUE | 541900 | 541120 | 541120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8487344 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 341640 | TotalRevenueColumn |
| Exclusion | $341,640 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68426 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68426 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68426 | TotalRevenueColumn |
| Exclusion | $68,426 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4731269 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4574264 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 157005 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157005 | TotalRevenueColumn |
| Exclusion | $157,005 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| SCHEDULE K-1 ORDINARY INCOME - VERITAS | 525990 | 341438 | 341438 | |
| MISCELLANEOUS INCOME | 900099 | 3072 | 3072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 344510 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9462233 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8490416 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 341438 | UnrelatedBusinessRevenue |
| Exclusion | $567,071 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1077258 | Total |
| Program Services | 241399 | ProgramServices |
| Management And General | 835859 | ManagementAndGeneral |
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 | 4011155 | Total |
| Program Services | 3820512 | ProgramServices |
| Management And General | 190643 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225836 | Total |
| Program Services | 145993 | ProgramServices |
| Management And General | 79843 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956624 | Total |
| Program Services | 703951 | ProgramServices |
| Management And General | 252673 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464748 | Total |
| Program Services | 300439 | ProgramServices |
| Management And General | 164309 | ManagementAndGeneral |
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 | 65430 | Total |
| Program Services | 7827 | ProgramServices |
| Management And General | 57603 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221154 | Total |
| Management And General | 221154 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277739 | Total |
| Program Services | 141719 | ProgramServices |
| Management And General | 136020 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62140 | Total |
| Program Services | 58868 | ProgramServices |
| Management And General | 3272 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440242 | Total |
| Program Services | 269838 | ProgramServices |
| Management And General | 170404 | ManagementAndGeneral |
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 | 512486 | Total |
| Program Services | 2502 | ProgramServices |
| Management And General | 509984 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61793 | Total |
| Program Services | 48271 | ProgramServices |
| Management And General | 13522 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108011 | Total |
| Program Services | 59311 | ProgramServices |
| Management And General | 48700 | ManagementAndGeneral |
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 | 68426 | Total |
| Program Services | 68426 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129425 | Total |
| Management And General | 129425 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVISION FOR INCOME TAXES | 136000 | 136000 | |
| SUBSCRIPTION & DUES | 88447 | 18504 | 69943 |
| PAYROLL SERVICE | 23053 | 23053 | |
| EXPENSE ALLOC TO VERITAS | -220524 | -220524 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44330 | Total |
| Program Services | 25997 | ProgramServices |
| Management And General | 18333 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8753773 | Total |
| Program Services | 6049557 | ProgramServices |
| Management And General | 2704216 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1445051 | BOY |
| EOY | 1843357 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1447735 | BOY |
| EOY | 1278002 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43839 | BOY |
| EOY | 53720 | 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 | 142310 | BOY |
| EOY | 129024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 636849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 327158 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14882 | BOY |
| EOY | 309691 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12107026 | BOY |
| EOY | 10480670 | 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 | 244374 | BOY |
| EOY | 1512444 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15445217 | BOY |
| EOY | 15606908 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733863 | BOY |
| EOY | 647444 | 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 | 0 | BOY |
| EOY | 391998 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733863 | BOY |
| EOY | 1039442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14711354 | BOY |
| EOY | 14567466 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14711354 | BOY |
| EOY | 14567466 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15445217 | BOY |
| EOY | 15606908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 708460 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -852348 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 25000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63308 | CurrentTaxYear |
| Total | 88308 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7253644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6857483 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7575048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8957490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8487344 | CurrentTaxYear |
| Total | 39131009 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7253644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6857483 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7575048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8982490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8550652 | CurrentTaxYear |
| Total | 39219317 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| 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 | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| 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 | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| 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 | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 39219317 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1117744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 499568 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 388052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 585505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 410066 | CurrentTaxYear |
| Total | 3000935 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 341438 | CurrentTaxYear |
| Total | 341438 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1117744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 499568 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 388052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 585505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 751504 | CurrentTaxYear |
| Total | 3342373 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 616 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3072 | CurrentTaxYear |
| Total | 5161 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8371529 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7357788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7963695 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9568611 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9305228 | CurrentTaxYear |
| Total | 42566851 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92136 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91765 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07852 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08228 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124043 | OtherCostOrOtherBasis |
| Depreciation | 24571 | Depreciation |
| Book Value | 99472 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 260110 | OtherCostOrOtherBasis |
| Depreciation | 147499 | Depreciation |
| Book Value | 112611 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 661707 | OtherCostOrOtherBasis |
| Depreciation | 243338 | Depreciation |
| Book Value | 418369 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 630452 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 45679 |
| ACCRUED INTEREST | 16442 |
| ADVANCE | 1602 |
| FRINGE & INDIRECT UNDERBILLING | 326120 |
| DUE FROM AFFILIATED COMPANIES | 28619 |
| INVESTMENT IN SUBSIDIARY | 1093982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1512444 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATE | Description |
| Amount | $391,998 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 391998 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X, Line 2 | Identifier |
| Explanation | The Company is required to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. If the tax position meets the more-likely-than-not recognition threshold, the tax effect is recognized at the largest amount of the benefit that has a greater than a 50% likelihood of being realized upon ultimate settlement. It is the Companys policy to provide for uncertain tax positions and the related interest and penalties based upon managements assessment of whether a tax benefit is more likely than not to be sustained upon examination by tax authorities. As of December 31, 2011 and 2010, the Company believes it has appropriately accounted for any unrecognized tax benefits. To the extent the Company prevails in matters for which a liability for an unrecognized tax benefit is established or is required to pay amounts in excess of the liability, the Companys effective tax rate in a given financial statement period may be affected. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Martin P Margolies | |||||||||||||
| 641543 | 0 | 0 | 0 | 69970 | 0 | 13750 | 0 | 13368 | 0 | 738631 | 0 | 0 | 0 |
| Mary Jane Brubaker | |||||||||||||
| 215106 | 0 | 55000 | 0 | 0 | 0 | 13750 | 0 | 5621 | 0 | 289477 | 0 | 0 | 0 |
| Andrew Miller | |||||||||||||
| 206549 | 0 | 0 | 0 | 0 | 0 | 11810 | 0 | 10236 | 0 | 228595 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVIEW PROCESS FOR THE FORM 990 | Form 990, Part VI, Question 11B | Prior to filing the final form 990 with the IRS, it is thoroughly reviewed by the Financial Consultant of the Organization. The respective form is provided to each member of the governing board for his/her review. |
| CONFLICT OF INTEREST POLICY | Form 990, Part VI, Question 12c | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED REGULARLY AND CONSISTENTLY. All members of the board of trustees, employees and vendors are required annually to disclose and sign conflict of interest agreements which are reviewed by the organization's compliance officer. THE DISCLOSURE STATEMENTS ARE REVIEWED AT THE BOARD LEVEL AND MEMBERS RECUSE THEMSELVES FROM AGENDA ITEMS THAT MAY BE DETERMINED TO BE A CONFLICT OF INTEREST. |
| COMPENSATION APPROVAL PROCESS | Form 990, Part VI, Questions 15a & 15b | The salaries of Officers of the organization are calculated annually and based on the contractual agreement in place which has been developed and reviewed by the Compensation Committee. Employee compensation is reviewed annually by the Executive Management Team, which determines the annual increase for the Organization. |
| ACCESS TO ORGANIZATIONAL DOCUMENTS | Form 990, Part VI, Question 19 | The governing documents, conflict of interest policy, and financial statements are made available to the public by providing copies upon request AND/OR APPOINTMENT. |
| Average Hours Per Week Devoted to Related Organizations: | Form 990, Part VII | MARTIN MARGOLIES: 2 hrs/wk Area VII Physicians Review Organization 2 hrs/wk Physicians' Alliance of NJ DANIEL GREENWALD: 1 hr/wk Area VII Physicians Review Organization ALVIN FRIED: 1 hr/wk Area VII Physicians Review Organization EDWARD JOSELL: 1 hr/wk Area VII Physicians Review Organization BARNARD KAPLAN: 1 hr/wk Physicians' Alliance of NJ DAVID KINGSLEY: 1 hr/wk Area VII Physicians Review Organization JOHN LEWY: 1 hr/wk Area VII Physicians Review Organization VINCENT MCDERMOTT: 1 hr/wk Physicians' Alliance of NJ ROBERT MAURER: 1 hr/wk Area VII Physicians Review Organization STEVEN OXLER: 1 hr/wk Physicians' Alliance of NJ ALEXANDER RODI: 1 hr/wk Physicians' Alliance of NJ MICHAEL SPIVAK: 1 hr/wk Physicians' Alliance of NJ HOWARD ZEIDMAN: 1 hr/wk Physicians' Alliance of NJ |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | Unrealized Losses: $(510,910) Veritas Investment Income Adjustment: $(341,438) Total: $(852,348) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Physicians Alliance of NJ Inc | |||||||||
| 557 Cranbury Road Suite 21 | East Brunswick | NJ | 08816 | 222087985 | Healthcare | NJ | 501(c)(6) | NA | false |
| Area VII Physicians Review Organization | |||||||||
| 557 Cranbury Road Suite 21 | East Brunswick | NJ | 08816 | 222169496 | Healthcare | NJ | 501(c)(6) | NA | false |
| HQSI Corporation | |||||||||
| 557 Cranbury Road Suite 21 | East Brunswick | NJ | 08816 | 264588042 | Med Care Impr | NJ | 501(c)(6) | NA | false |
| HQ Solutions | |||||||||
| 557 Cranbury Road Suite 21 | East Brunswick | NJ | 08816 | 264587925 | Healthcare | NJ | 501(c)(6) | HQSI | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Veritas Medical Review Solutions LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 557 Cranbury Road Suite 21 | AddressLine1 |
| City | East Brunswick | City |
| State | NJ | State |
| ZIP Code | 08816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275098617 | EIN |
| Primary Activity | Medical Review | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HQSI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | S Corp | TypeOfEntity |
| Share Of Total Income | 342438 | ShareOfTotalIncome |
| Share Of EOY Assets | 3221659 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Veritas Medical Review Solutions LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionType |
| Amount Involved | 1059262 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments