CHILDRENS SURGICAL FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS SURGICAL FOUNDATION INC (EIN 36-3283051)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-04-03
- IRS object ID
- 201310939349300726
- 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 | 2013-04-03T18:09:57-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363283051 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Children's Surgical Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIL | NameControl |
| Phone | 3122276420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N Michigan Ave Suite 2050 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Erik King | Name |
| Title | Treasurer | Title |
| Phone | 3122276420 | Phone |
| Date Signed | 2013-04-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | William Kaplan MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N Michigan Ave Suite 2050 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37337068 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.childrenssurgical.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Dedicated to providing outstanding pediatric surgical services to our patients. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1080342 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 792112 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33285102 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35151808 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 148012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 130744 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 328604 | OtherRevenuePriorYear |
| Other Revenue Current Year | 82141 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34842060 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36156805 | 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 | 19356970 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20991594 | 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 | 12317188 | OtherExpensePriorYear |
| Other Expenses Current Year | 13296569 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31674158 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34288163 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3167902 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1868642 | RevenuesLessExpensesCY |
| Total Assets BOY | 7470621 | TotalAssetsBOY |
| Total Assets EOY | 9825790 | TotalAssetsEOY |
| Total Liabilities BOY | 1407960 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1839463 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6062661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7986327 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Children's Surgical Foundation ("the Foundation" or "CSF") is dedicated to providing outstanding pediatric surgical services to our patients incorporating family-centered care, comprehensive research, and the highest quality specialized education. The latest advances in surgical treatments and state-of-the-art technology, coupled with a spirit of compassion and more years of experience than any other pediatric surgical group in the Midwest creates the vital difference to our patients and their families. More specifically, CSF is organized exclusively to:(1) Engage in the professional enterprise of furnishing information, research, clinical studies associated within all specialties of pediatric surgery;(2) Provide information and instruction to graduate physicians and other health care personnel in medical specialty education related to pediatrics and all subspecialties of pediatric surgery; | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30814001 | Expense |
| Revenue | 35151808 | Revenue |
| Description | The Foundation is at the forefront of pediatric surgical care, specializing in eight surgical disciplines and a number of multidisciplinary programs. Our organization has a reputation for the finest quality care, superb teaching, and ground-breaking research. The latest advances in surgical treatments and state-of-the-art technology, coupled with a spirit of compassion and more years of experience than any other pediatric surgical group in the Midwest creates the vital difference to our patients and their families: Cardiovascular-Thoracic Surgery; Neurosurgery; Ophthalmology; Orthopedic Surgery; Otolaryngology; Pediatric Surgery; Plastic Surgery; Transplant Surgery; Urology. | Description |
| Total Program Service Expense | 30814001 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 131 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regina Allard | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122276420 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N Michigan Ave Suite 2050 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 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 |
|---|---|---|---|---|---|---|---|
| Andrew Arkin | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Earl Cheng MD | |||||||
| Vice President | 40.00 | X | 603669 | 0 | 62515 | X | |
| Erik King MD | |||||||
| Treasurer | 40.00 | X | 493500 | 0 | 35604 | X | |
| John Grayhack MD | |||||||
| Director | 40.00 | X | 461876 | 0 | 70266 | ||
| John Maddalozzo MD | |||||||
| Secretary | 40.00 | X | 622750 | 0 | 64861 | X | |
| Marilyn Mets MD | |||||||
| Director | 40.00 | X | 356757 | 0 | 54064 | ||
| Marleta Reynolds MD | |||||||
| Director | 40.00 | X | 793212 | 0 | 72800 | ||
| William Kaplan MD | |||||||
| President | 40.00 | X | 735424 | 0 | 64861 | X | |
| Nancy Young MD | |||||||
| Director (until July 10, 2012) | 40.00 | X | 360019 | 0 | 51541 | ||
| Arthur DiPatri MD | |||||||
| Director (until July 10, 2012) | 40.00 | X | 399509 | 0 | 64861 | ||
| Carl Backer MD | |||||||
| Doctor | 40.00 | 863390 | 0 | 86075 | X | ||
| James Schroeder MD | |||||||
| Doctor | 40.00 | 704998 | 0 | 46363 | X | ||
| John Sarwark MD | |||||||
| Doctor | 40.00 | 557470 | 0 | 70477 | X | ||
| Kathleen Billings MD | |||||||
| Doctor | 40.00 | 646000 | 0 | 53164 | X | ||
| Riccardo Superina MD | |||||||
| Doctor | 40.00 | 622144 | 0 | 72011 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8220718 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 869463 | TotalOtherCompensation |
| Number Individuals GT100 K | 41 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Faculty Practice Plan | |||||
| 737 N Michigan Ave Suite 2040 | Chicago | IL | 60611 | Credentiality Svcs, Benefit Packages | 1043287 |
| KLO Professional Billing Inc | |||||
| 777 Oakmont Lane Suite 1600 | Westmont | IL | 60559 | Billing and Collection Services | 825339 |
| Lauren Holinger MD | |||||
| 70 East Cedar Apt 501E | Chicago | IL | 60611 | Physician Services | 483125 |
| Practice Max Inc | |||||
| 9382 E Bahia Dr Suite B202 | Scottsdale | AZ | 85260 | Billing and Collection Services | 480040 |
| Pravin Patel MD | |||||
| 1826 N Mohawk | Chicago | IL | 60614 | Physician Services | 141625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 792112 | AllOtherContributions |
| Total Contributions | 792112 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program Service Revenu | 900099 | 28719570 | 28719570 |
| Other Patient Revenue | 900099 | 6432238 | 6432238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35151808 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211141 | TotalRevenueColumn |
| Exclusion | $211,141 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1099866 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1107571 | Securities |
| Other | 72692 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7705 | Securities |
| Other | -72692 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -80397 | TotalRevenueColumn |
| Exclusion | -$80,397 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Forgiveness of Debt | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 82141 | TotalRevenueColumn |
| Exclusion | $82,141 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 82141 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36156805 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35151808 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $212,885 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4826717 | Total |
| Program Services | 4826717 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13195824 | Total |
| Program Services | 13055824 | ProgramServices |
| Management And General | 140000 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1378150 | Total |
| Program Services | 1360859 | ProgramServices |
| Management And General | 17291 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010487 | Total |
| Program Services | 1000669 | ProgramServices |
| Management And General | 9818 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580416 | Total |
| Program Services | 571297 | ProgramServices |
| Management And General | 9119 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1553936 | Total |
| Program Services | 1394873 | ProgramServices |
| Management And General | 159063 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325930 | Total |
| Program Services | 78149 | ProgramServices |
| Management And General | 247781 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157325 | Total |
| Management And General | 157325 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32191 | Total |
| Program Services | 32191 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56071 | Total |
| Program Services | 56071 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391701 | Total |
| Management And General | 391701 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Hospital Fees | 7794967 | 7057108 | 737859 |
| Billing and Collection | 1527040 | 0 | 1527040 |
| Education and Research | 889505 | 889505 | |
| Assessment Fees | 466920 | 466920 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98983 | Total |
| Program Services | 23818 | ProgramServices |
| Management And General | 75165 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34288163 | Total |
| Program Services | 30814001 | ProgramServices |
| Management And General | 3474162 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849771 | BOY |
| EOY | 3682691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 379558 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 130446 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299235 | BOY |
| EOY | 249112 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4164329 | BOY |
| EOY | 5696262 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157286 | BOY |
| EOY | 197725 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7470621 | BOY |
| EOY | 9825790 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82141 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325819 | BOY |
| EOY | 1839463 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1407960 | BOY |
| EOY | 1839463 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6062661 | BOY |
| EOY | 7986327 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6062661 | BOY |
| EOY | 7986327 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7470621 | BOY |
| EOY | 9825790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1868642 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 55024 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 Minus4 Years | 792112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 1080342 | CurrentTaxYearMinus1Year |
| Current Tax Year | 792112 | CurrentTaxYear |
| Total | 2664566 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30000860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31448001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30951316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33285102 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35151808 | CurrentTaxYear |
| Total | 160837087 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30792972 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31448001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30951316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34365444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35943920 | CurrentTaxYear |
| Total | 163501653 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 163501653 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 18435 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211141 | CurrentTaxYear |
| Total | 387708 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 18435 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211141 | CurrentTaxYear |
| Total | 387708 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 328604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 328604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82141 | CurrentTaxYear |
| Total | 739349 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30792972 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31448001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31298355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34852180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36237202 | CurrentTaxYear |
| Total | 164628710 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00240 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00110 | 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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13857 | OtherCostOrOtherBasis |
| Depreciation | 266 | Depreciation |
| Book Value | 13591 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 365701 | OtherCostOrOtherBasis |
| Depreciation | 130180 | Depreciation |
| Book Value | 235521 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 249112 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due To Ann & Robert H. Lurie Children's Hospital Of Chicago | $1,445,616 |
| Accrued Expenses | $393,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1839463 | TotalOfAmounts |
| Total Revenue | 36156805 | TotalRevenue |
| Total Expenses | 34288163 | TotalExpenses |
| Excess Or Deficit For Year | 1868642 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 55024 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 55024 | TotalAdjustments |
| Excess Or Deficit Per FS | 1923666 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36211829 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 55024 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 55024 | RevenueNotRptdF990 |
| Revenue Subtotal | 36156805 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36156805 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34288163 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34288163 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34288163 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | On September 1, 2009, the Foundation adopted the Accounting Standard on Accounting for Uncertainty in Income Taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation, the continued tax-exempt status of bonds issued by the Foundation, and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At August 31, 2012 and 2011, there were no unrecognized tax benefits identified or recorded as liabilities. In July 2011, the Foundation's received notice that the tax exempt status was revoked by the Internal Revenue Service retroactively to November 15, 2010 due to a clerical issue. An application to have the tax exempt status reinstated retroactively to November 15, 2010 was filed in October 2011. In February 2013, the Foundation received notice from the Internal Revenue Service that the application was approved and that the tax exempt status was reinstated retroactively to November 15, 2010. The Foundation files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Foundation is no longer subject to examination by the Internal Revenue Service for years before August 31, 2009. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Earl Cheng MD | |||||||||||||
| 603669 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 30138 | 0 | 666184 | 0 | 0 | 0 |
| Erik King MD | |||||||||||||
| 493500 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 3227 | 0 | 529104 | 0 | 0 | 0 |
| John Grayhack MD | |||||||||||||
| 461876 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 37889 | 0 | 532142 | 0 | 0 | 0 |
| John Maddalozzo MD | |||||||||||||
| 622750 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 32484 | 0 | 687611 | 0 | 0 | 0 |
| Marilyn Mets MD | |||||||||||||
| 356757 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 21687 | 0 | 410821 | 0 | 0 | 0 |
| Marleta Reynolds MD | |||||||||||||
| 793212 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 40423 | 0 | 866012 | 0 | 0 | 0 |
| William Kaplan MD | |||||||||||||
| 735424 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 32484 | 0 | 800285 | 0 | 0 | 0 |
| Nancy Young MD | |||||||||||||
| 314186 | 0 | 0 | 0 | 45833 | 0 | 32377 | 0 | 19164 | 0 | 411560 | 0 | 0 | 0 |
| Arthur DiPatri MD | |||||||||||||
| 399509 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 32484 | 0 | 464370 | 0 | 0 | 0 |
| Carl Backer MD | |||||||||||||
| 769171 | 0 | 0 | 0 | 94219 | 0 | 47170 | 0 | 38905 | 0 | 949465 | 0 | 0 | 0 |
| James Schroeder MD | |||||||||||||
| 704998 | 0 | 0 | 0 | 0 | 0 | 32377 | 0 | 13986 | 0 | 751361 | 0 | 0 | 0 |
| John Sarwark MD | |||||||||||||
| 523610 | 0 | 0 | 0 | 33860 | 0 | 32377 | 0 | 38100 | 0 | 627947 | 0 | 0 | 0 |
| Kathleen Billings MD | |||||||||||||
| 646000 | 0 | 0 | 0 | 0 | 0 | 31477 | 0 | 21687 | 0 | 699164 | 0 | 0 | 0 |
| Riccardo Superina MD | |||||||||||||
| 600000 | 0 | 22144 | 0 | 0 | 0 | 32377 | 0 | 39634 | 0 | 694155 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| (3) Conduct research in all branches of clinical medicine, with specialties in pediatrics and pediatric surgery; (4) Provide medical information to patients in connection with the foregoing, without regard to the patient's ability to pay; (5) Propose, encourage and stimulate research, experiments and studies related to diseases affecting pediatric patients and foster the education of the medical community and the dissemination of information relating to maladies and illnesses affecting pediatric patients and the alleviation thereof; (6) Participate in such other activities of a charitable and/or medical and educational nature as may be permitted under the provisions of the Illinois Not-for-Profit Corporation Act. | ||
| All physicians employed by the Foundation who have been employed by the Foundation for 24 months and worked at least 50% of a full-time surgeon for the prerequisite 24 month period and are anticipated to continue to work at least 50% of a full-time surgeon for the foreseeable future. However, the Board of Directors does have the authority to waive the requirement for 24 months of the Foundation employment for a specific physician as long as that physician commits to work at least 50% of a full-time surgeon. | Form 990, Part VI, Section A, line 6 | |
| At the Annual Meeting of Members, or at another designated meeting set by the Board of Directors, the Members elect the Member physicians to serve on the Board of Directors. | Form 990, Part VI, Section A, line 7a | |
| The approval of the Members is needed for the following actions: - approval of the standard form of employment agreement for the Foundation physicians; - approval of a merger, consolidation, sale of all or substantially all the assets of CSF or partial or total dissolution; - approval of all amendments to the Foundation's corporate Articles of Incorporation and bylaws; - approval of the Board's selection of its Chair/President from among the physicians serving on the Board of the Foundation; - approval of the creation of any tax exempt or taxable corporations or control subsidiary, or the acquisition of any entity; - approval of all salaries and salary increases paid to the executive director, corporate officers and Board Directors for their services as executive director, officers and directors; and - approval of any obligations which require personal guarantees of the Members provided, however, for any such personal guarantees to be deemed approved there must be an affirmative vote of two-thirds (2/3) of all Members of the Foundation without regard to the number of Members attending the meeting and further provided that the Foundation shall not be authorized to require Members to sign personal guarantees joint and several liability. | Form 990, Part VI, Section A, line 7b | |
| The Form 990 is sent to all members of the Finance Committee. The review of the 990 takes place at the next Finance Committee Meeting which takes place after the delivery of the 990 by the CPA firm who prepares the 990. The CSF Administrator provides a detailed written review of the 990 and compares the 2010 and 2011 990's and highlights any changes. This review is completed and the information is sent to the Finance Committee and the Board of Directors along with a copy of the 990. The Board of Directors provides the Administrator with documentation that they have reviewed the form. This documentation is maintained in corporate records. | Form 990, Part VI, Section B, line 11 | |
| Annually individuals are asked to disclose or update a form provided by the Foundation regarding any interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations or those of family member that may benefit them financially from a decision he or she makes in a capacity of authority within the Foundation. For each interest disclosed to the Board of Directors, the Board will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Directors and other individuals covered by this policy; (c) ask the person to recues from participation in related discussions or decisions within the Organization; or (d) ask the person to resign from his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organization's removal procedures. The Organization's Administrator and Executive Director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. | Form 990, Part VI, Section B, line 12c | |
| CSF's Compensation Committee is made up the doctors of the CSF. Each year the Compensation Committee meets to review salaries of all employees of the organization which includes the organizations directors and key employees. The Committee strives to develop a compensation plan that encourages and recognizes physician productivity and quality; to further Corporation's mission, goals and objectives and to compensate physicians fairly in comparison to internal and external benchmarks. MGMA, AMGA and Sullivan Cotter surveys are used by the Compensation Committee. All compensation related decisions and deliberations are contemporaneously documented in the Compensation Committee and Board of Director minutes. | ||
| Documents made available by request. | Form 990, Part VI, Section C, line 19 | |
| Net unrealized gains on investments: 55,024. | Form 990, Part XI, line 5: | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Children's Surgical Foundation LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N Michigan Ave Suite 2050 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300550350 | EIN |
| Primary Activities | Activities in nonsurgical procedures | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
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