PALM HEALTHCARE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PALM HEALTHCARE FOUNDATION INC (EIN 59-2391119)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-11
- IRS object ID
- 201330709349300413
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-11T13:10:16-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651083521 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLYFIELD & THOMAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BUTLER STREET | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592391119 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM HEALTHCARE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALM | NameControl |
| Phone | 5618336333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 NORTH DIXIE HIGHWAY | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA BRADLEY JD | Name |
| Title | CEO | Title |
| Phone | 5618336333 | Phone |
| Date Signed | 2013-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J THOMAS | Name |
| PTIN | P00002419 | PTIN |
| Phone | 5616896000 | Phone |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | ANDREA BRADLEY JD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 NORTH DIXIE HIGHWAY | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21158931 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.PALMHEALTHCARE.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION IS TO INSPIRE AND FUND SOLUTIONS TO IMPROVE HEALTH IN PALM BEACH COUNTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 754372 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2675411 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 234810 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3273651 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2715186 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1285663 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4262833 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4104934 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2524007 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1588074 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1026578 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 866800 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 435713 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1271634 | OtherExpensePriorYear |
| Other Expenses Current Year | 1816274 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4822219 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4271148 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -559386 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -166214 | RevenuesLessExpensesCY |
| Total Assets BOY | 80010211 | TotalAssetsBOY |
| Total Assets EOY | 76728591 | TotalAssetsEOY |
| Total Liabilities BOY | 1750017 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1620294 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 78260194 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75108297 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION'S MISSION IS TO INSPIRE AND FUND SOLUTIONS TO IMPROVE HEALTH IN PALM BEACH COUNTY WITH AN EMPHASIS ON STRENGTHENING THE HEALTHCARE SYSTEM, SUPPORTING CARE FOR THE UNDERSERVED AND SERVING AS A CATALYST FOR CHANGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1916503 | Expense |
| Grants | 1588074 | Grants |
| Description | PALM HEALTHCARE FOUNDATION'S RESPONSIVE GRANT MAKING SEEKS TO MEET THE DIVERSE NEEDS OF PALM BEACH COUNTY'S HEALTH SYSTEMS FROM EXPANDING ACCESS TO NEIGHBORHOOD-BASED CARE TO DEVELOPING A HIGHLY-EDUCATED HEALTHCARE WORKFORCE. THE FOUNDATION'S GRANTMAKING PHILOSOPHY SEEKS NON-TRADITIONAL APPROACHES TO DIFFICULT HEALTH CHALLENGES WORKING WITH COMMUNITY PARTNERS TO LEVERAGE COMBINED EXPERTISE TO DEVELOP CREATIVE SOLUTIONS THAT DELIVER HIGH-IMPACT RESULTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1034303 | Expense |
| Description | PALM HEALTHCARE FOUNDATION'S FUNDING FOR NURSING FOCUSES ON BUILDING CAPACITY IN NURSING SCHOOLS, DEVELOPING NURSING LEADERS, IMPROVING WORK ENVIRONMENTS AND ADVANCING NURSING SKILLS IN CRITICAL AREAS SUCH AS GERIATRICS, MENTAL HEALTH AND DIABETES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 91262 | Expense |
| Description | PALM HEALTHCARE PAVILION PROGRAMS SUPPORT FAMILIES WITH CHRONIC HEALTH CONDITIONS IN A WELCOMING ENVIRONMENT THAT EMPHASIZES EDUCATION, PERSONAL RESPONSIBILITY AND EMPOWERMENT. OTHER PAVILION PROGRAMS PROVIDE TRAINING AND EDUCATION FOR HEALTH PROFESSIONALS TO ENHANCE SKILL LEVELS AND CLINICAL EXPERTISE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 153759 | Expense |
| Description | THE NURSING DISTINCTION AWARDS CELEBRATION IS A RECOGNITION ACTIVITY TO CELEBRATE OUTSTANDING NURSES IN PALM BEACH COUNTY AND TO BRING VISIBILITY TO AND ELEVATE THE STATUS OF THE NURSING PROFESSION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 153759 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3195827 | 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 | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 14 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN PETERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5618336333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 N DIXIE HWY | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| JOHN LACY | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| MARK COOK | ||||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| PHILIPPE JECK | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| BARBARA JACOBOWITZ | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| ALINA M ALONSO MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID DODSON MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOAN K EIGEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER GRYSKIEWICZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRAN HATHAWAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETE MARTINEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK RUBENSTEIN MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH B SHEAROUSE III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROSE O SHERMAN EDD RN FAAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREA STEPHENSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANDRA C TURNQUEST | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN PETERS | ||||||||
| CFO/INTERIM CEO | 40.00 | X | 147890 | 0 | 14740 | |||
| AMY DEAN | ||||||||
| VP-STRATEGIC PROGRAMS/POLICY | 40.00 | 101984 | 0 | 12027 | X | |||
| MELANIE OTERO | ||||||||
| VP-EXTERNAL AFFAIRS | 40.00 | 106908 | 0 | 14494 | X | |||
| MARGE SULLIVAN | ||||||||
| VP-COMMUNICATIONS | 40.00 | 111576 | 0 | 12831 | X | |||
| SUZETTE WEXNER RETIRED | ||||||||
| CEO (FORMER OFFICER) | 0.00 | 216505 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 684863 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54092 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 198343 | FundraisingEvents |
| All Other Contributions | 2477068 | AllOtherContributions |
| Total Contributions | 2675411 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1872792 | TotalRevenueColumn |
| Exclusion | $1,872,792 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 254992 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 382647 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -127655 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -127655 | TotalRevenueColumn |
| Related Or Exempt Function Income | -127655 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17426332 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16583938 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 842394 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 842394 | TotalRevenueColumn |
| Exclusion | $842,394 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12756 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 198343 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 87412 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -74656 | TotalRevenueColumn |
| Exclusion | -$74,656 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LOSS ON IHS SETTLEMENT | 900099 | -466071 | -$466,071 |
| CHANGE IN SPLIT INTERE | 900099 | -617281 | -$617,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1083352 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4104934 | TotalRevenueColumn |
| Related Or Exempt Function Income | -127655 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,557,178 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1588074 | Total |
| Program Services | 1588074 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655684 | Total |
| Program Services | 208251 | ProgramServices |
| Management And General | 292733 | ManagementAndGeneral |
| Fundraising | 154700 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95547 | Total |
| Program Services | 32557 | ProgramServices |
| Management And General | 38805 | ManagementAndGeneral |
| Fundraising | 24185 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9453 | Total |
| Program Services | 570 | ProgramServices |
| Management And General | 8459 | ManagementAndGeneral |
| Fundraising | 424 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32540 | Total |
| Program Services | 1963 | ProgramServices |
| Management And General | 29119 | ManagementAndGeneral |
| Fundraising | 1458 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73576 | Total |
| Program Services | 20673 | ProgramServices |
| Management And General | 37546 | ManagementAndGeneral |
| Fundraising | 15357 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310241 | Total |
| Program Services | 10635 | ProgramServices |
| Management And General | 299606 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51600 | Total |
| Program Services | 1769 | ProgramServices |
| Management And General | 49831 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435378 | Total |
| Program Services | 132609 | ProgramServices |
| Management And General | 204259 | ManagementAndGeneral |
| Fundraising | 98510 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128889 | Total |
| Program Services | 105458 | ProgramServices |
| Fundraising | 23431 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25342 | Total |
| Program Services | 12225 | ProgramServices |
| Management And General | 9535 | ManagementAndGeneral |
| Fundraising | 3582 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129570 | Total |
| Program Services | 68580 | ProgramServices |
| Management And General | 60990 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17195 | Total |
| Program Services | 6463 | ProgramServices |
| Management And General | 5525 | ManagementAndGeneral |
| Fundraising | 5207 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168532 | Total |
| Program Services | 143893 | ProgramServices |
| Management And General | 24639 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42497 | Total |
| Program Services | 20373 | ProgramServices |
| Management And General | 22124 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EVENTS | 172230 | 153759 | 7361 | 11110 |
| CONSULTING & CONTRACT L | 133766 | 23594 | 109760 | 412 |
| REPAIRS & MAINTENANCE | 100724 | 47805 | 51758 | 1161 |
| UTILITIES | 47956 | 27429 | 18526 | 2001 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52354 | Total |
| Program Services | 589147 | ProgramServices |
| Management And General | -630968 | ManagementAndGeneral |
| Fundraising | 94175 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4271148 | Total |
| Program Services | 3195827 | ProgramServices |
| Management And General | 639608 | ManagementAndGeneral |
| Fundraising | 435713 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 901 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553824 | BOY |
| EOY | 1227743 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2085010 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1251917 | BOY |
| EOY | 511779 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9660356 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1440501 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8560758 | BOY |
| EOY | 8219855 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62935999 | BOY |
| EOY | 60184824 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5707713 | BOY |
| EOY | 4498479 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80010211 | BOY |
| EOY | 76728591 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3492 | BOY |
| EOY | 371675 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185699 | BOY |
| EOY | 1248619 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560826 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750017 | BOY |
| EOY | 1620294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55381447 | BOY |
| EOY | 54562321 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12391639 | BOY |
| EOY | 11335321 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10487108 | BOY |
| EOY | 9210655 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78260194 | BOY |
| EOY | 75108297 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80010211 | BOY |
| EOY | 76728591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -166214 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2985683 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3719294 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1109376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 431240 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 754372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2675411 | CurrentTaxYear |
| Total | 8689693 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3719294 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1109376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 431240 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 754372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2675411 | CurrentTaxYear |
| Total | 8689693 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1624882 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7064811 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1639212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1658243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2238485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2335696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2127784 | CurrentTaxYear |
| Total | 9999420 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10000 | CurrentTaxYearMinus2Years |
| Total | 66778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18755891 | TotalSupport |
| Gross Receipts From Admissions Etc | 613200 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.37670 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 9 | NumberDAFsHeld |
| Number Funds Held | 22 | NumberFundsHeld |
| Donor Advised Contributions | 200734 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 503354 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 3274052 | AggregateDAFValue |
| Aggregate Fund Value | 7191321 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8920300 | BeginningOfYearBalance |
| Contributions | 263617 | Contributions |
| Investment Earnings Or Losses | 9444847 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1296400 | AdministrativeExpenses |
| End Of Year Balance | 17332364 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9135148 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -214848 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8920300 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9012452 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 696453 | InvestmentEarningsOrLosses |
| Administrative Expenses | 598757 | AdministrativeExpenses |
| End Of Year Balance | 9135148 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11364573 | BeginningOfYearBalance |
| Contributions | 25272 | Contributions |
| Investment Earnings Or Losses | -1890299 | InvestmentEarningsOrLosses |
| Administrative Expenses | 487094 | AdministrativeExpenses |
| End Of Year Balance | 9012452 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.47000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4837116 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3763518 | OtherCostOrOtherBasis |
| Depreciation | 1231538 | Depreciation |
| Book Value | 7369096 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 655000 | OtherCostOrOtherBasis |
| Depreciation | 78054 | Depreciation |
| Book Value | 576946 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21945 | OtherCostOrOtherBasis |
| Depreciation | 11315 | Depreciation |
| Book Value | 10630 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 382777 | OtherCostOrOtherBasis |
| Depreciation | 119594 | Depreciation |
| Book Value | 263183 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8219855 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SPLIT INTEREST AGREEMENT | 4234607 |
| OTHER CONTRIBUTIONS RECEIVABLE | 25011 |
| PREPAID AND OTHER ASSETS | 238861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4498479 | TotalBookValueOtherAssets |
| Total Revenue | 4104934 | TotalRevenue |
| Total Expenses | 4271148 | TotalExpenses |
| Excess Or Deficit For Year | -166214 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2487091 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 153563 | DonatedServicesAndFacilities |
| Prior Period Adjustments | -652155 | PriorPeriodAdjustments |
| Total Adjustments | -2985683 | TotalAdjustments |
| Excess Or Deficit Per FS | -3151897 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2272158 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2487090 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 153563 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 34679 | OtherRevenues |
| Revenue Not Rptd F990 | -2298848 | RevenueNotRptdF990 |
| Revenue Subtotal | 4571006 | RevenueSubtotal |
| Other Revenues Not Included | -466072 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -466072 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4104934 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4771901 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 34681 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 34681 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4737220 | ExpensesSubtotal |
| Other Expenses Not Included | -466072 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -466072 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4271148 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2012. THE FOUNDATION FOLLOWS FASB ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD SEEKS TO REDUCE THE DIVERSITY IN PRACTICE ASSOCIATED WITH CERTAIN ASPECTS OF MEASUREMENT AND RECOGNITION IN ACCOUNTING FOR INCOME TAXES. IT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION THAT AN ENTITY TAKES OR EXPECTS TO TAKE IN A TAX RETURN. AN ENTITY MAY ONLY RECOGNIZE OR CONTINUE TO RECOGNIZE TAX POSITIONS THAT MEET A "MORE LIKELY THAN NOT" THRESHOLD. THE FOUNDATION ASSESSES ITS INCOME TAX POSITIONS BASED ON MANAGEMENT'S EVALUATION OF THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE REPORTING DATE. THE FOUNDATION USES THE PRESCRIBED "MORE LIKELY THAN NOT" THRESHOLD WHEN MAKING ITS ASSESSMENT. THE FOUNDATION DID NOT RECORD ANY ADJUSTMENT AND DID NOT ACCRUE ANY INTEREST EXPENSE OR PENALTIES RELATED TO TAX POSITIONS. THERE ARE CURRENTLY NO OPEN FEDERAL OR STATE TAX YEARS UNDER AUDIT. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEE -435,380. SPECIAL EVENT EXPENSES 87,412. RENTAL EXPENSES 382,647. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SETTLEMENT -466,072. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEE -435,378. SPECIAL EVENT EXPENSES 87,412. RENTAL EXPENSES 382,647. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SETTLEMENT -466,072. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MISC. FUNDRAISING EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 211099 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 198343 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12756 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 87412 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 211099 | GrossReceiptsTotal |
| Charitable Contributions Total | 198343 | CharitableContributionsTotal |
| Gross Revenue Total Events | 12756 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 87412 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 87412 | DirectExpenseSummaryEvents |
| Net Income Summary | -74656 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NURSING & HEALTH OCCUPATIONS | |||||||
| 5451 OKEECHOBEE BLVD STE 201 | WEST PALM BEACH | FL | 33417 | 592757346 | 501(C)(3) | 6266 | NURSING SCHOLARSHIPS |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 2600 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | 590683258 | 501(C)(3) | 35000 | ONE-E-APP COMMON ELIGIBILITY SCREENING TOOL |
| AMERICAN ASSOCIATION OF CAREGIVING YOUTH INC | |||||||
| 1515 NORTH FEDERAL HWY STE 214 | BOCA RATON | FL | 33432 | 650866677 | 501(C)(3) | 31000 | CAREGIVING YOUTH PROJESCT-GENERAL SUPPORT |
| ARTHRITIS FOUNDATION | |||||||
| 400 HIBISCUS ST | WEST PALM BEACH | FL | 33401 | 590816892 | 501(C)(3) | 25000 | GENERAL SUPPORT FOR CLINICS FOR MEDICALLY INDIGENT PATIENTS WITH ARTHRITIS |
| CARIDAD CENTER | |||||||
| 8645 WEST BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | 650149423 | 501(C)(3) | 25000 | PREVENTION, EDUCATION, TREATMENT (PET) PROGRAM |
| FAU FOUNDATION | |||||||
| 777 GLADES RD ADMIN BLDG 383 | BOCA RATON | FL | 33431 | 590917284 | 501(C)(3) | 878234 | DIABETES CTR.-NOVICE NURSING AND SCHOLARSHIPS |
| H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | 592451713 | 501(C)(3) | 50000 | HOW JACQUIE LIGGETT FELLOWSHIP |
| HOSPICE OF PALM BEACH COUNTY | |||||||
| 5300 EAST AVE | WEST PALM BEACH | FL | 33407 | 591825937 | 501(C)(3) | 56950 | HOSPICE FOUNDATION PAYMENTS |
| PALM BEACH COUNTY MEDICAL SOCIETY SERVICES | |||||||
| 3540 FOREST HILL BLVD STE 101 | WEST PALM BEACH | FL | 33406 | 651048299 | 501(C)(3) | 20000 | H.E.R.C. |
| PALM BEACH STATE COLLEGE | |||||||
| 4200 CONGRESS AVE | LAKE WORTH | FL | 33461 | 591818556 | 501(C)(3) | 20805 | SCHOLARSHIPS |
| THE INSTITUTE FOR MOBILITY & LONGEVITY | |||||||
| 1080 E INDIAN TOWN RD STE 104 | JUPITER | FL | 33477 | 042981081 | 501(C)(3) | 12618 | GENERAL OPERATING SUPPORT |
| PALM BEACH COUNTY YOUTH FOR CHRIST | |||||||
| 800 NORTHPOINT PARKWAY STE 202 | WEST PALM BEACH | FL | 33407 | 592197296 | 501(C)(3) | 50000 | GENERAL SUPPORT |
| AMERICAN ASSOCIATION OF CRITICAL CARE | |||||||
| PO BOX 30494 | PALM BEACH GARDENS | FL | 33420 | 952706905 | 501(C)(3) | 7000 | CRITICAL CARE NURSING |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 SOUTH PARK RD STE 100 | HOLLYWOOD | FL | 33021 | 591361955 | 501(C)(3) | 100000 | RESEARCH |
| ECONOMIC DEVELOPEMENT RESEARCH INSTITUTE | |||||||
| 4420 BEACN CIR | WEST PALM BEACH | FL | 33407 | 200080989 | 501(C)(3) | 15000 | PBC COUNTS |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 11200 SW 8TH ST AHCII 680 | MIAMI | FL | 33199 | 237047106 | 170(C)(1) | 6000 | JACQUIE LIGGETT MEDICAL |
| KEISER UNIVERSITY | |||||||
| 2085 VISTA PARKWAY | WEST PALM BEACH | FL | 33411 | 650216638 | 170(C)(1) | 8435 | NURSING SCHOLARSHIPS |
| PALM BEACH DAY ACADEMY | |||||||
| 241 SEAVIEW AVE | PALM BEACH | FL | 33480 | 590873834 | 501(C)(3) | 50000 | CAPITAL SUPPORT |
| PALM BEACH INFECTIOUS DISEASE INSTITUTE | |||||||
| 601 HERITAGE DR STE 152 | JUPITER | FL | 33458 | 522261935 | 501(C)(3) | 25000 | GENERAL SUPPORT |
| SARI CENTERPALM BEACH CANCER INSTITUTE | |||||||
| 1411 NORTH FLAGLER DR STE 8900B | WEST PALM BEACH | FL | 33401 | 592541781 | 501(C)(3) | 5000 | SCHOLARSHIPS |
| HANLEY CENTER | |||||||
| 933 45TH ST | WEST PALM BEACH | FL | 33407 | 202871945 | 501(C)(3) | 29333 | GENERAL SUPPORT |
| SCHOOL BOARD OF PALM BEACH COUNTY | |||||||
| 3310 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | 12500 | GENERAL SUPPORT | ||
| SOUTH UNIVERSITY-WEST PALM BEACH CAMPUS | |||||||
| 9801 BELVEDERE RD | ROYAL PALM BEACH | FL | 33411 | 170(C)(1) | 11085 | SCHOLARSHIPS | |
| KAPLAN UNIVERSITY | |||||||
| 1801 EAST KIMBERLY RD | DAVENPORT | IA | 52807 | 170(C)(1) | 5000 | SCHOLARSHIPS | |
| FLORIDA CAREER COLLEGE | |||||||
| 1743 NORTH CONGRESS AVE | BOYNTON BEACH | FL | 33426 | 170(C)(1) | 10000 | SCHOLARSHIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 19 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 6 | TotalNbrOfOtherOrganizations |
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: WE PRACTICE THE PHILOSOPHY OF ENGAGED INVESTMENT WHICH IS A COLLABORATIVE GRANTMAKING PHILOSOPHY THAT BUILDS STRONG COMMUNITY RELATIONSHIPS, RESPECTS DIVERSE OPINIONS AND SEEKS NON-TRADITIONAL APPROACHES TO DIFFICULT CHALLENGES. BY WORKING TOGETHER AND LEVERAGING OUR COMBINED EXPERTISE FOR THE COMMON GOOD, WE CAN DEVELOP MORE CREATIVE SOLUTIONS AND DELIVER HIGH-IMPACT RESULTS SO WE'RE ALL HEALTHY TOGETHER. . . OUR STRATEGIC PRIORITIES ARE: 1. DIABETES PREVENTION AND MANAGEMENT 2. NURSING ADVANCEMENT 3. FAMILY CAREGIVING 4. BEHAVIORAL HEALTH | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN PETERS | |||||||||||||
| 147890 | 0 | 0 | 0 | 0 | 0 | 8400 | 0 | 6340 | 0 | 162630 | 0 | 0 | 0 |
| SUZETTE WEXNER RETIRED | |||||||||||||
| 216505 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 216505 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | SUZETTE WEXNER: TOTAL COMPENSATION AS REPORTED ON SCHEDULE J PART II WAS 100% SEVERANCE COMPENSATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATON MAKES ITS FORM 990 AVAILABLE TO THE BOARD OF DIRECTORS BY DISTRIBUTING A COPY TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE BOARD REVIEWS THE CONTENT AND DISCUSSES AT A REGULARLY SCHEDULED BOARD MEETING. A MOTION IS MADE TO APPROVE THE FILING OF THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION STRICTLY ADHERES TO THE CONFLICT OF INTEREST/DISCLOSURE POLICY. PURSUANT TO THE POLICY, DURING DISCUSSION OR DEBATE AT SCHEDULED BOARD COMMITTEE MEETINGS, TRUSTEES, EMPLOYEES AND VOLUNTEERS WITH REAL, PERCEIVED, OR POTENTIAL CONFLICTS OF INTEREST MUST ANNOUNCE THOSE CONFLICTS TO THE ATTENDEES. TRUSTEES, EMPLOYEES, AND VOLUNTEERS WHO HAVE STATED THEIR CONFLICT MUST ABSTAIN FROM THE VOTE, VACATE THE ROOM WHILE THE VOTE IS TAKEN AND RETURN AFTER THE VOTE HAS BEEN DECIDED. THE ACTION WILL BE NOTED IN THE MEETING MINUTES. ADDITIONALLY, BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST/DISCLOSURE FORM ANNUALLY IN CONJUNCTION WITH THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO AND KEY EMPLOYEES COMPENSATION IS REVIEWED ANNUALLY AND COMPARED WITH SIMILAR NON-PROFIT POSITIONS FROM INDEPENDENT SURVEYS. BY RECOMMENDATION OF THE EXECUTIVE COMMITTEE, THE BOARD OF TRUSTEES APPROVES THE CEO COMPENSATION. IN ADDITION, THE BOARD APPROVES ALL EMPLOYEE COMPENSATION AS DETAILED IN THE ANNUAL OPERATING BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,487,091. DONATED SERVICES AND USE OF FACILITIES: 153,563. PRIOR PERIOD ADJUSTMENTS: -652,155. TOTAL TO FORM 990, PART XI, LINE 5: -2,985,683. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII LINE 2C | THE AUDIT REPORT IS REVIEWED ANNUALLY AT THE AUDIT REPORT REVIEW MEETING AS PRESENTED BY THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | AUDIT REPORT REVIEW PROCESS |
| PAGE 1 LINE 6 | THE NUMBER OF VOLUNTEERS (130), DOES NOT INCLUDE THE UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES. | NUMBER OF VOLUNTEERS |
| SCHEDULE D PART V | THE RECONCILIATION OF ENDOWMENT FUNDS FROM PRIOR PERIOD TO CURRENT PERIOD: NOTE: PRIOR PERIOD ACCOUNTING FOR ENDOWMENTS INCLUDED ONLY PERMANENTLY RESTRICTED ENDOWMENTS. BEGINNING IN TAX YEAR 2011 (CURRENT PERIOD), THE ORGANIZATION IS REPORTING BOTH TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED ENDOWMENTS. TEMPORARILY PERMANENTLY RESTRICTED RESTRICTED BEGINNING OF PERIOD: NOT REPORTED $8,920,300 CORRECTIONS: BEGINNING OF PERIOD: $10,518,914 LINE 1C NET GAIN/LOSS: CORRECTED BEGINNING OF PD.: 10,518,914 INVESTMENT INCOME: 201,707 MARKET GAINS/LOSSES: (407,870) CHANGE IN VALUE: (617,281) RECLASSIFICATION: (540,978) CORRECTION TO PERMANENT END. 290,355 LINE 1C NET GAINS/LOSSES 9,444,847 (INCLUDING $290,355) CONTRIBUTIONS: 263,617 ADMINISTRATIVE EXPENSES 1,296,400 ENDING ENDOWMENTS: $8,121,709 + $9,210,655 = $17,332,364 | ENDOWMENT FUNDS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5205 BUILDING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 GREENWOOD AVE | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | COMMERCIAL RENTAL PROPERTY | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 408555 | TotalIncome |
| EOY Assets | 8173718 | EOYAssets |
Comments