MONTAGE HEALTH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTAGE HEALTH (EIN 94-2789696)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201323169349305452
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T16:10:13-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942789696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8316245311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX HH | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93942 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA ZEHM | Name |
| Title | VP/CFO | Title |
| Phone | 8316245311 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD CROGHAN | Name |
| PTIN | P00089862 | PTIN |
| Phone | 4159561500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN PACKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX HH | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 108575456 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHOMP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT SERVICES TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA AND ITS AFFILIATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 950 | TotalNbrVolunteers |
| Total Gross UBI | 874442 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 33111 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36133925 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34866856 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3063347 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8004706 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 940063 | OtherRevenuePriorYear |
| Other Revenue Current Year | 891508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40137335 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43763070 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7060991 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4123173 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51200 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3093783 | 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 | 5452076 | OtherExpensePriorYear |
| Other Expenses Current Year | 5132128 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12564267 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12349084 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 27573068 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 31413986 | RevenuesLessExpensesCY |
| Total Assets BOY | 215486004 | TotalAssetsBOY |
| Total Assets EOY | 263265926 | TotalAssetsEOY |
| Total Liabilities BOY | 5472958 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5102283 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 210013046 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 258163643 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SUPPORT SERVICES TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA AND ITS AFFILIATES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5857272 | Expense |
| Grants | 4123173 | Grants |
| Revenue | 0 | Revenue |
| Description | COMMUNITY HOSPITAL FOUNDATION (CHF) DONATES FUNDS TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA, COMMUNITY HOSPITAL ENDOWMENTS, AND PENINSULA PRIMARY CARE FOR THE PURCHASE OF BUILDINGS AND EQUIPMENT, SPONSORED CARE, PROVIDING PRIMARY CARE ACCESS FOR THE COMMUNITY, AND OTHER CHARITABLE PURPOSES. | Description |
| Total Program Service Expense | 5857272 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT MORGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8316254965 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23845 WR HOLMAN HWY 105 | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| PACKER STEVEN | |||||||
| PRESIDENT/ CEO | 0.00 | 55.00 | X | X | 0 | 879213 | 100411 |
| AMATO FRANK C | |||||||
| CHAIR | 0.00 | 14.00 | X | 0 | 0 | 0 | |
| ANDERSON JR CARSBIA | |||||||
| TRUSTEE | 0.00 | 3.00 | X | 0 | 0 | 0 | |
| DIDION JAMES J | |||||||
| TRUSTEE | 0.00 | 5.00 | X | 0 | 0 | 0 | |
| GOLDMAN DONALD MD | |||||||
| TRUSTEE | 0.00 | 3.00 | X | 0 | 0 | 0 | |
| HINER GLEN | |||||||
| TRUSTEE | 0.00 | 3.00 | X | 0 | 0 | 0 | |
| KANAK RICHARD MD | |||||||
| TRUSTEE | 0.00 | 4.00 | X | 0 | 62226 | 0 | |
| KAVNER ROBERT M | |||||||
| VICE CHAIR | 0.00 | 5.00 | X | 0 | 0 | 0 | |
| LEWIS WILLIAM W | |||||||
| TRUSTEE | 0.00 | 5.00 | X | 0 | 0 | 0 | |
| MAHONEY JOHN | |||||||
| TRUSTEE | 0.00 | 3.00 | X | 0 | 0 | 0 | |
| O'NEILL ANN | |||||||
| TRUSTEE | 0.00 | 2.00 | X | 0 | 0 | 0 | |
| O'SUCH FREDERICK M | |||||||
| TRUSTEE | 0.00 | 2.00 | X | 0 | 0 | 0 | |
| PANATTONI JANE | |||||||
| TRUSTEE | 0.00 | 2.00 | X | 0 | 0 | 0 | |
| POST SHELLEY | |||||||
| SECRETARY | 0.00 | 5.00 | X | 0 | 0 | 0 | |
| SCHULTE STEPHEN | |||||||
| TRUSTEE | 0.00 | 6.00 | X | 0 | 0 | 0 | |
| WELTON PATRICK MD | |||||||
| TRUSTEE | 0.00 | 3.00 | X | 0 | 0 | 0 | |
| ZEHM LAURA | |||||||
| VICE PRESIDENT/ CFO | 0.00 | 55.00 | X | 0 | 510625 | 49986 | |
| CHAVIS ANTHONY | |||||||
| VICE PRESIDENT | 0.00 | 55.00 | X | 0 | 442717 | 42263 | |
| PECK CYNTHIA | |||||||
| VICE PRESIDENT | 0.00 | 55.00 | X | 0 | 372387 | 32708 | |
| LOWE TERRIL | |||||||
| VICE PRESIDENT | 0.00 | 55.00 | X | 0 | 351135 | 34083 | |
| NYLEN TIM | |||||||
| VICE PRESIDENT | 0.00 | 55.00 | X | 0 | 338536 | 19491 | |
| LORENZI ELIZABETH | |||||||
| VICE PRESIDENT | 0.00 | 55.00 | X | 0 | 267163 | 21875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3224002 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 300817 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 28086058 | RelatedOrganizations |
| All Other Contributions | 6780798 | AllOtherContributions |
| Noncash Contributions | 985513 | NoncashContributions |
| Total Contributions | 34866856 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6722550 | TotalRevenueColumn |
| Unrelated Business Revenue | -17066 | UnrelatedBusinessRevenue |
| Exclusion | $6,739,616 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 64384542 | Securities |
| Other | 1710000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62801064 | Securities |
| Other | 2011322 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1583478 | Securities |
| Other | -301322 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1282156 | TotalRevenueColumn |
| Exclusion | $1,282,156 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING REVENUE (CPR) | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 891508 | TotalRevenueColumn |
| Unrelated Business Revenue | 891508 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 891508 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43763070 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 874442 | UnrelatedBusinessRevenue |
| Exclusion | $8,021,772 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4013371 | Total |
| Program Services | 4013371 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109802 | Total |
| Program Services | 109802 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1990011 | Total |
| Program Services | 397904 | ProgramServices |
| Management And General | 1592107 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271738 | Total |
| Program Services | 52837 | ProgramServices |
| Management And General | 218901 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832034 | Total |
| Program Services | 178942 | ProgramServices |
| Management And General | 653092 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673805 | Total |
| Management And General | 673805 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1626622 | Total |
| Program Services | 452514 | ProgramServices |
| Management And General | 1174108 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400863 | Total |
| Program Services | 313283 | ProgramServices |
| Management And General | 87580 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555841 | Total |
| Management And General | 555841 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407311 | Total |
| Program Services | 277708 | ProgramServices |
| Management And General | 129603 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2696 | Total |
| Management And General | 2696 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79247 | Total |
| Program Services | 60068 | ProgramServices |
| Management And General | 19179 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| LOAN FORGIVENESS | 982311 | 982311 |
| DUES & SUBSCRIPTIONS | 12571 | 12571 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390861 | Total |
| Program Services | 843 | ProgramServices |
| Management And General | 390018 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12349084 | Total |
| Program Services | 5857272 | ProgramServices |
| Management And General | 6491812 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 495468 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104203 | BOY |
| EOY | 27661197 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3738206 | BOY |
| EOY | 2072447 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5342 | BOY |
| EOY | 248262 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5678692 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 46506 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3675 | BOY |
| EOY | 5250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1031095 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 582281 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477993 | BOY |
| EOY | 448814 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76870316 | BOY |
| EOY | 85701358 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106349511 | BOY |
| EOY | 126011942 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26936758 | BOY |
| EOY | 14895990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215486004 | BOY |
| EOY | 263265926 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65628 | BOY |
| EOY | 25460 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5407330 | BOY |
| EOY | 5076823 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5472958 | BOY |
| EOY | 5102283 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188461941 | BOY |
| EOY | 235428293 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21551105 | BOY |
| EOY | 22735350 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210013046 | BOY |
| EOY | 258163643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215486004 | BOY |
| EOY | 263265926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 31413986 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 16281166 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -73150 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 528595 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 14699160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32390271 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37229466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36133925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34866856 | CurrentTaxYear |
| Total | 155319678 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14699160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32390271 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37229466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36133925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34866856 | CurrentTaxYear |
| Total | 155319678 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 132625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 184507 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 379235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 274011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160806 | CurrentTaxYear |
| Total | 1131184 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | 132625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 184507 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 379235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 274011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160806 | CurrentTaxYear |
| Total | 1131184 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 154188494 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3419154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2041325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5464582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3063799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6722550 | CurrentTaxYear |
| Total | 20711410 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 59187 | CurrentTaxYear |
| Total | 59187 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3419154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2041325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5464582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3063799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6781737 | CurrentTaxYear |
| Total | 20770597 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 940063 | CurrentTaxYearMinus1Year |
| Total | 940063 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18118314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34431596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42694048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40137787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41648593 | CurrentTaxYear |
| Total | 177030338 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87100 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87910 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.11730 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER OPERATING INCOME | GeneralExplanation |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107067033 | BeginningOfYearBalance |
| Contributions | 992560 | Contributions |
| Investment Earnings Or Losses | 12424839 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 133924 | GrantsOrScholarships |
| Other Expenditures | 1841967 | OtherExpenditures |
| Administrative Expenses | 534001 | AdministrativeExpenses |
| End Of Year Balance | 117974540 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117576150 | BeginningOfYearBalance |
| Contributions | 1159479 | Contributions |
| Investment Earnings Or Losses | -2633812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 587712 | GrantsOrScholarships |
| Other Expenditures | 7938734 | OtherExpenditures |
| Administrative Expenses | 508337 | AdministrativeExpenses |
| End Of Year Balance | 107067034 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117153996 | BeginningOfYearBalance |
| Contributions | 743319 | Contributions |
| Investment Earnings Or Losses | 10992799 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 592593 | GrantsOrScholarships |
| Other Expenditures | 10168730 | OtherExpenditures |
| Administrative Expenses | 552641 | AdministrativeExpenses |
| End Of Year Balance | 117576150 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103891764 | BeginningOfYearBalance |
| Contributions | 884235 | Contributions |
| Investment Earnings Or Losses | 16500441 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 434917 | GrantsOrScholarships |
| Other Expenditures | 3063403 | OtherExpenditures |
| Administrative Expenses | 624124 | AdministrativeExpenses |
| End Of Year Balance | 117153996 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 167622787 | BeginningOfYearBalance |
| Contributions | 696323 | Contributions |
| Investment Earnings Or Losses | -57735467 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 591500 | GrantsOrScholarships |
| Other Expenditures | 5396154 | OtherExpenditures |
| Administrative Expenses | 704225 | AdministrativeExpenses |
| End Of Year Balance | 103891764 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.66000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1031095 | OtherCostOrOtherBasis |
| Depreciation | 582281 | Depreciation |
| Book Value | 448814 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 448814 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER INVESTMENTS | 113148388 | F |
| REAL ESTATE | 935820 | F |
| PRIVATE EQUITY | 11927734 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 126011942 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM RELATED ORGS | 5661021 |
| OTHER ASSETS | 1793893 |
| ANNUITY INVESTMENTS | 2524291 |
| ASSETS HELD IN REMAINDER TRUSTS | 4737776 |
| NON-CASH DONATIONS | 58100 |
| IN KIND RECEIVABLE | 120909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 14895990 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO RELATED ORGS | $1,270,043 |
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $1,477,673 |
| LIABILITIES UNDER TRUST AGREEMENTS | $2,329,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5076823 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PEER REVIEW, QUALITY IMPROVEMENT, CREDENTIALING OPERATIONS OF COMMUNITY HOSPITAL OF MONTEREY PENINSULA MEDICAL STAFF. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | CHF, CHOMP, CHE, CHP, AND PPC HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME PURSUANT TO SECTION 501(C)(3) AND SECTION 23701(D) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. CCCMIC, CMN, AND COASTAL ARE TAXABLE ENTITIES THAT HAVE NET CUMULATIVE LOSSES. THE DEFERRED TAX ASSETS ASSOCIATED WITH THESE LOSSES HAVE BEEN FULLY RESERVED. THERE WAS NO TAX PROVISION RECORDED FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011. THE ORGANIZATION ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE THAN LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENT IN PARTNERSHIP | TypeOfActivitiesConducted |
| Total Expenditures | 2161492 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2161492 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2161492 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | |||||||
| PO BOX HH | MONTEREY | CA | 93942 | 940760193 | 501(C)(3) | 2240494 | GENERAL OPERATIONS |
| COMMUNITY HOSPITAL ENDOWMENTS | |||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795423 | 501(C)(3) | 772877 | GENERAL OPERATIONS |
| PENINSULA PRIMARY CARE | |||||||
| 275 THE CROSSROADS SUITE A | CARMEL | CA | 93923 | 264826604 | 501(C)(3) | 1000000 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 74 | NumberOfRecipients |
| Amount Of Cash Grant | 109802 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FOR COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA, COMMUNITY HOSPITAL ENDOWMENT, AND PENINSULA PRIMARY CARE, ACTUAL EXPENDITURES ARE REVIEWED AND APPROVED BEFORE TRANSFERRING THE GRANT PROCEEDS. FOR SCHOLARSHIPS, A REPORT LISTING ALL THE RECEIPIENTS AND AMOUNTS ARE REQUIRED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PACKER STEVEN | ||||||||||||||
| PRESIDENT/ CEO | 0 | 590543 | 0 | 250856 | 0 | 37814 | 0 | 100411 | 0 | 0 | 0 | 979624 | 0 | 0 |
| ZEHM LAURA | ||||||||||||||
| VICE PRESIDENT/ CFO | 0 | 371018 | 0 | 109727 | 0 | 29880 | 0 | 49986 | 0 | 0 | 0 | 560611 | 0 | 0 |
| CHAVIS ANTHONY | ||||||||||||||
| VICE PRESIDENT | 0 | 375809 | 0 | 44589 | 0 | 22319 | 0 | 42263 | 0 | 0 | 0 | 484980 | 0 | 0 |
| PECK CYNTHIA | ||||||||||||||
| VICE PRESIDENT | 0 | 295567 | 0 | 66578 | 0 | 10242 | 0 | 32708 | 0 | 0 | 0 | 405095 | 0 | 0 |
| LOWE TERRIL | ||||||||||||||
| VICE PRESIDENT | 0 | 267653 | 0 | 61281 | 0 | 22201 | 0 | 34083 | 0 | 0 | 0 | 385218 | 0 | 0 |
| NYLEN TIM | ||||||||||||||
| VICE PRESIDENT | 0 | 259897 | 0 | 57217 | 0 | 21422 | 0 | 19491 | 0 | 0 | 0 | 358027 | 0 | 0 |
| LORENZI ELIZABETH | ||||||||||||||
| VICE PRESIDENT | 0 | 258163 | 0 | 0 | 0 | 9000 | 0 | 21875 | 0 | 0 | 0 | 289038 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 3: CHP RELIES ON A RELATED ORGANIZATION, COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL USING ALL OF THE METHODS DESCRIBED ON LINE 3 EXCEPT "FORM 990 OF OTHER ORGANIZATIONS." | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 225260 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147734 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 612519 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION HIRES OR USES REAL ESTATE AGENTS, BROKERS, AND OTHERS TO SOLICIT, PROCESS OR SELL NON-CASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS FORM 990 AND ELECTRONIC COPIES ARE SENT TO ALL BOARD OF TRUSTEES PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION USES SELF DISCLOSURE TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE AND ANOTHER'S WEBSITE. | |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 452,514. MANAGEMENT AND GENERAL EXPENSES 1,174,108. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,626,622. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | BOY NET ASSETS FOR CPR 528,596. ROUNDING -1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY PRACTICE RESOURCES LLC | |||||||||
| 23625 HOLMAN HIGHWAY | MONTEREY | CA | 93940 | 272154105 | MANAGEMENT SERVICES | CA | 82082 | 642802 | COMMUNITY HOSPITAL FOUNDATION |
| COMMUNITY HEALTH INNOVATIONS LLC | |||||||||
| 23625 HOLMAN HIGHWAY | MONTEREY | CA | 93940 | 454537290 | HEALTH SERVICES | CA | 0 | 87581 | COMMUNITY HOSPITAL FOUNDATION |
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 | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 940760193 | HEALTHCARE SERVICES | CA | 501(C)(3) | LINE 3 | COMMUNITY HOSPITAL FOUNDATION | 1 |
| COMMUNITY HOSPITAL PROPERTIES | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795922 | SUPPORT SERVICES | CA | 501(C)(3) | LINE 11A, I | COMMUNITY HOSPITAL FOUNDATION | 1 |
| COMMUNITY HOSPITAL ENDOWMENTS | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795423 | SUPPORT SERVICES | CA | 501(C)(3) | LINE 11A, I | COMMUNITY HOSPITAL FOUNDATION | 1 |
| PENINSULA PRIMARY CARE | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 264826604 | HEALTHCARE SERVICES | CA | 501(C)(3) | LINE 3 | COMMUNITY HOSPITAL FOUNDATION | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYPRESS MEDICAL NETWORKS INC | ||||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 770438780 | MEDICAL SERVICES | CA | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | C | 2300901 | 2233984 | 1.00000 | 1 |
| CENTRAL COAST COMMUNITY MUTUAL INSURANCE COMPANY | ||||||||||||
| 40 MAIN STREET SUITE 200 | BURLINGTON | VT | 05401 | 454016797 | INSURANCE | VT | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | C | 43 | 6586708 | 1.00000 | 1 |
| ASPIRE HEALTH PLAN | ||||||||||||
| 23625 HOLMAN HIGHWAY | MONTEREY | CA | 93940 | 461567681 | INSURANCE | CA | COMMUNITY HOSPITAL FOUNDATION | C | 1.00000 | 1 | ||
| BAY SERVICES DBA COASTAL MANAGEMENT SERVICES | ||||||||||||
| PO BOX 80308 | SALINAS | CA | 93912 | 942250761 | BUSINESS SERVICES | CA | CYPRESS MEDICAL NETWORKS INC | C | 1622317 | 536043 | 1.00000 | 1 |
| CHARITABLE REMAINDER TRUSTS (6) | ||||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | HOLDING CO | CA | COMMUNITY HOSPITAL FOUNDATION | T | 1 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| COMMUNITY HOSPITAL ENDOWMENTS | |
| D | 2499493 |
| COMMUNITY HOSPITAL PROPERTIES | |
| D | 102776 |
| PENINSULA PRIMARY CARE | |
| D | 2419122 |
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | |
| C | 28086058 |
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | |
| B | 2240494 |
| COMMUNITY HOSPITAL ENDOWMENTS | |
| B | 772877 |
| PENINSULA PRIMARY CARE | |
| B | 1000000 |
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