HOSPICE OF THE VALLEY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE OF THE VALLEY (EIN 86-0338886)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201332259349303058
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T15:33:12-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860338886 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF THE VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DEBORAH SHUMWAY | InCareOfName |
| Name Control | HOSP | NameControl |
| Phone | 6025306900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 EAST FLOWER STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH SHUMWAY | Name |
| Title | SENIOR VICE PRESIDENT | Title |
| Date Signed | 2013-08-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN LEVINE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 E FLOWER ST | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 198010352 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOSPICEOFTHEVALLEY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | BRINGING COMFORT AND DIGNITY AS LIFE NEARS ITS END. | ActivityOrMissionDescription |
| Termination Or Contraction | X | TerminationOrContraction |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2077 | TotalNbrEmployees |
| Total Nbr Volunteers | 2700 | TotalNbrVolunteers |
| Total Gross UBI | 178858 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 150570 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7115647 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6693996 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 176387373 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 188822477 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1433191 | InvestmentIncomePriorYear |
| Investment Income Current Year | 791524 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1713569 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1481644 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 186649780 | TotalRevenuePriorYear |
| Total Revenue Current Year | 197789641 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 150425 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 381700 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 107687773 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 117805181 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 978451 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 43473064 | OtherExpensePriorYear |
| Other Expenses Current Year | 46234927 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 151311262 | TotalExpensesPriorYear |
| Total Expenses Current Year | 164421808 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35338518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 33367833 | RevenuesLessExpensesCY |
| Total Assets BOY | 193197842 | TotalAssetsBOY |
| Total Assets EOY | 177828361 | TotalAssetsEOY |
| Total Liabilities BOY | 11199539 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14262369 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 181998303 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 163565992 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BRINGING COMFORT AND DIGNITY AS LIFE NEARS ITS END. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 109533975 | Expense |
| Grants | 381700 | Grants |
| Revenue | 149769585 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32452444 | Expense |
| Grants | 0 | Grants |
| Revenue | 37888699 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3839514 | Expense |
| Grants | 0 | Grants |
| Revenue | 300425 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1882821 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2090234 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 147708754 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | true | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 234 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2077 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH SHUMWAY | NamePerson |
| Telephone Number | 6025306900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 EAST FLOWER STREET | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RICK NAIMARK | ||||||||
| DIRECTOR/SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| JOHN JENNINGS | ||||||||
| DIRECTOR/PRESIDENT/CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| GERALD SMITHSON | ||||||||
| DIRECTOR/TREASURER | 2.0 | X | X | 0 | 0 | 0 | ||
| KELLI SMITH | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| STEVE FIELDS | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| ELLEN GIDDENS STITELER | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| JOHNNY BASHA | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| DIANE ECKSTEIN | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| JOHN FITZGERALD | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| LANNY LAHR | ||||||||
| DIRECTOR/VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | ||
| GABRIELLE LAWRENCE | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| JUDY SHANNON | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| LARRY MAYHEW | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| SISTER MARGARET MCBRIDE | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| CATHY MCKEE OLESEN | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| LINDA MCREYNOLDS | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| DAN MAYASICH | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| BOB RAMSEY | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| RITA MEISER | ||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| DAN SANTY | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| MIKE SPECTOR | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| JAMES FELTHAM | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| KAY THOMPSON | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| DALE WALTERS | ||||||||
| Director | 0.5 | X | 0 | 0 | 0 | |||
| GARY VOLKENANT | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| MICHAEL WITHEY | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| KAY SPERDUTI | ||||||||
| DIRECTOR | 0.5 | X | 0 | 0 | 0 | |||
| SUSAN LEVINE | ||||||||
| EXECUTIVE DIRECTOR | 39.9 | X | 368981 | 0 | 7870 | |||
| DEBORAH SHUMWAY | ||||||||
| SENIOR VP - BUSINESS | 39.5 | X | 272287 | 0 | 19801 | |||
| GREGORY MAYER MD | ||||||||
| SENIOR VP - CLINICAL | 40.0 | X | 255367 | 0 | 7960 | |||
| SABRINA HOFFMAN | ||||||||
| VP HUMAN RESOURCES | 40.0 | X | 145063 | 0 | 9948 | |||
| GILLIAN HAMILTON MD | ||||||||
| MEDICAL DIRECTOR | 35.0 | 187718 | 0 | 20732 | X | |||
| JUANITA SAPP MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 205715 | 0 | 21318 | X | |||
| DAVID BUTLER MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 210034 | 0 | 610 | X | |||
| FRANC BRODAR MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 214997 | 0 | 18120 | X | |||
| CARLA DENHAM MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 196080 | 0 | 15261 | X | |||
| JEANETTE BOOHENE MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 201214 | 0 | 10651 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2257456 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 132271 | TotalOtherCompensation |
| Number Individuals GT100 K | 45 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LIZARD ROCK DESIGNS LLC | |||||
| 1640 E RIVER ROAD SUITE 206 | TUCSON | AZ | 85718 | ARCHITECT | 210569 |
| SUKHJIT SINGH | |||||
| 12383 W CAMPBELL AVE | AVONDALE | AZ | 85392 | PHYSICIAN SERVICES | 141834 |
| DEPENDABLE MEDICAL TRANSPORT | |||||
| 2237 N 36TH ST | PHOENIX | AZ | 85008 | TRANSPORTATION SRVC | 551593 |
| CONSTRUCTION SECURITY SERVICES | |||||
| 6123 E SIERRA NORENO | MESA | AZ | 85215 | SECURITY SERVICES | 152695 |
| TB CONSULTING | |||||
| 4455 E CAMELBACK RD STE A-240 | PHOENIX | AZ | 85018 | TECHNOLOGY SERVICES | 152407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 492879 | FederatedCampaigns |
| Fundraising Events | 355429 | FundraisingEvents |
| All Other Contributions | 5845688 | AllOtherContributions |
| Noncash Contributions | 417882 | NoncashContributions |
| Total Contributions | 6693996 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HOSPICE HOME CARE | 621610 | 149769585 | 149769585 |
| HOSPICE INPATIENT | 621610 | 37888699 | 37888699 |
| HOME HEALTH SERVICES | 621610 | 300425 | 300425 |
| ALL OTHER PROGRAM SVC REVENUE | 900099 | 863768 | 863768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 188822477 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 689965 | TotalRevenueColumn |
| Exclusion | $689,965 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101559 | TotalRevenueColumn |
| Exclusion | $101,559 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 214971 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 355429 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 220711 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5740 | TotalRevenueColumn |
| Exclusion | -$5,740 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| OTHER INVESTMENT INCOME | 812900 | 178858 | 178858 | ||
| MISCELLANEOUS REVENUE | 900099 | 1308526 | 1226466 | $82,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1487384 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197789641 | TotalRevenueColumn |
| Related Or Exempt Function Income | 190048943 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 178858 | UnrelatedBusinessRevenue |
| Exclusion | $867,844 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376700 | Total |
| Program Services | 376700 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 5000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377486 | Total |
| Program Services | 499213 | ProgramServices |
| Management And General | 878273 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95124161 | Total |
| Program Services | 86831509 | ProgramServices |
| Management And General | 7729337 | ManagementAndGeneral |
| Fundraising | 563315 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1725068 | Total |
| Program Services | 1568763 | ProgramServices |
| Management And General | 145927 | ManagementAndGeneral |
| Fundraising | 10378 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12570603 | Total |
| Program Services | 11376963 | ProgramServices |
| Management And General | 1142523 | ManagementAndGeneral |
| Fundraising | 51117 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7007863 | Total |
| Program Services | 6382978 | ProgramServices |
| Management And General | 584721 | ManagementAndGeneral |
| Fundraising | 40164 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274849 | Total |
| Program Services | 86030 | ProgramServices |
| Management And General | 188819 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111788 | Total |
| Management And General | 81817 | ManagementAndGeneral |
| Fundraising | 29971 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117871 | Total |
| Management And General | 117871 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214068 | Total |
| Management And General | 214068 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2239345 | Total |
| Program Services | 1911543 | ProgramServices |
| Management And General | 326002 | ManagementAndGeneral |
| Fundraising | 1800 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1202606 | Total |
| Program Services | 26273 | ProgramServices |
| Management And General | 1176315 | ManagementAndGeneral |
| Fundraising | 18 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4066283 | Total |
| Program Services | 3324880 | ProgramServices |
| Management And General | 686672 | ManagementAndGeneral |
| Fundraising | 54731 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981124 | Total |
| Program Services | 459138 | ProgramServices |
| Management And General | 491977 | ManagementAndGeneral |
| Fundraising | 30009 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6154950 | Total |
| Program Services | 5414001 | ProgramServices |
| Management And General | 720065 | ManagementAndGeneral |
| Fundraising | 20884 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3532249 | Total |
| Program Services | 3369761 | ProgramServices |
| Management And General | 161191 | ManagementAndGeneral |
| Fundraising | 1297 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243323 | Total |
| Program Services | 73566 | ProgramServices |
| Management And General | 169064 | ManagementAndGeneral |
| Fundraising | 693 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073298 | Total |
| Program Services | 2397789 | ProgramServices |
| Management And General | 602943 | ManagementAndGeneral |
| Fundraising | 72566 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272201 | Total |
| Program Services | 88509 | ProgramServices |
| Management And General | 163282 | ManagementAndGeneral |
| Fundraising | 20410 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DRUGS/BIOLOGICALS | 7233654 | 7233654 |
| DURABLE MEDICAL EQUIPMENT | 6354331 | 6354331 |
| PATIENT TRANSPORTATION | 1654865 | 1654865 |
| OTHER PATIENT EXPENSES | 7144412 | 7144412 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1363710 | Total |
| Program Services | 651720 | ProgramServices |
| Management And General | 630892 | ManagementAndGeneral |
| Fundraising | 81098 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164421808 | Total |
| Program Services | 147231598 | ProgramServices |
| Management And General | 16211759 | ManagementAndGeneral |
| Fundraising | 978451 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7035 | BOY |
| EOY | 7284 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57240821 | BOY |
| EOY | 50382783 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197025 | BOY |
| EOY | 10000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18541580 | BOY |
| EOY | 18871231 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 500167 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202488 | BOY |
| EOY | 188455 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834531 | BOY |
| EOY | 858762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68405097 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13842389 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47667440 | BOY |
| EOY | 54562708 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62946352 | BOY |
| EOY | 46537884 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4739318 | BOY |
| EOY | 4863578 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821252 | BOY |
| EOY | 1045509 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193197842 | BOY |
| EOY | 177828361 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11199539 | BOY |
| EOY | 14262369 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11199539 | BOY |
| EOY | 14262369 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180980481 | BOY |
| EOY | 163071026 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007822 | BOY |
| EOY | 484966 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181998303 | BOY |
| EOY | 163565992 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193197842 | BOY |
| EOY | 177828361 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 33367833 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -51800144 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 8025787 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6694693 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5419209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7115647 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6693996 | CurrentTaxYear |
| Total | 33949332 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8025787 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6694693 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5419209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7115647 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6693996 | CurrentTaxYear |
| Total | 33949332 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2711783 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31237549 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2338850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1162365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 573154 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 956241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 689965 | CurrentTaxYear |
| Total | 5720575 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 467102 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 187117 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 186819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145830 | CurrentTaxYear |
| Total | 1055311 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141098 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 213508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198170 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 306346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82060 | CurrentTaxYear |
| Total | 941182 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41666400 | TotalSupport |
| Gross Receipts From Admissions Etc | 858085599 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74971 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58850 | PublicSupportPertcentPriorYear |
| 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 24 | InvestmentEarningsOrLosses |
| Administrative Expenses | 24 | AdministrativeExpenses |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 33 | InvestmentEarningsOrLosses |
| Administrative Expenses | 33 | AdministrativeExpenses |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 37 | InvestmentEarningsOrLosses |
| Administrative Expenses | 37 | AdministrativeExpenses |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 58 | InvestmentEarningsOrLosses |
| Administrative Expenses | 58 | AdministrativeExpenses |
| End Of Year Balance | 10000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8193370 | OtherCostOrOtherBasis |
| Book Value | 8193370 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42227427 | OtherCostOrOtherBasis |
| Depreciation | 4525568 | Depreciation |
| Book Value | 37701859 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3020505 | OtherCostOrOtherBasis |
| Depreciation | 1969958 | Depreciation |
| Book Value | 1050547 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7095843 | OtherCostOrOtherBasis |
| Depreciation | 5072844 | Depreciation |
| Book Value | 2022999 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7867952 | OtherCostOrOtherBasis |
| Depreciation | 2274019 | Depreciation |
| Book Value | 5593933 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54562708 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTENDED USE OF ENDOWMENT FUNDS | Identifier |
| Return Reference | SCHEDULE D, PART V, LINE 4 | ReturnReference |
| Explanation | SCHOLARSHIP FUND FOR EMPLOYEES | Explanation |
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 | Investments | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 3324236 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3324236 | SubtotalAmountSpent |
| Total Amount Spent | 3324236 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 215915 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 137246 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 78669 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 446 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 71683 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 9047 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ART AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 300485 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 178983 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 121502 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6318 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 69861 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 33128 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 54000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 39200 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14800 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 5000 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 17402 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 5800 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 2026 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 570400 | GrossReceiptsTotal |
| Charitable Contributions Total | 355429 | CharitableContributionsTotal |
| Gross Revenue Total Events | 214971 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 5000 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24166 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 147344 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 44201 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 220711 | DirectExpenseSummaryEvents |
| Net Income Summary | -5740 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD MEDICAL SCHOOL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PARK DRIVE STE 22 WEST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 042103580 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 350000 | AmountOfCashGrant |
| Purpose Of Grant | IMPROVE HLTH CARE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | HOSPICE OF THE VALLEY SUPPORTS THE NEEDS OF THE COMMUNITY BY PROVIDING ASSISTANCE TO REPUTABLE ORGANIZATIONS. FUNDS PROVIDED ARE ASSISTANCE, NOT GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN LEVINE | |||||||||||||
| 365000 | 0 | 381 | 0 | 3600 | 0 | 7350 | 0 | 520 | 0 | 376851 | 0 | 0 | 0 |
| DEBORAH SHUMWAY | |||||||||||||
| 268197 | 0 | 4090 | 0 | 0 | 0 | 7350 | 0 | 12451 | 0 | 292088 | 0 | 0 | 0 |
| GREGORY MAYER MD | |||||||||||||
| 252044 | 0 | 3323 | 0 | 0 | 0 | 7350 | 0 | 610 | 0 | 263327 | 0 | 0 | 0 |
| JUANITA SAPP MD | |||||||||||||
| 196534 | 0 | 9181 | 0 | 0 | 0 | 6540 | 0 | 14778 | 0 | 227033 | 0 | 0 | 0 |
| SABRINA HOFFMAN | |||||||||||||
| 142617 | 0 | 2446 | 0 | 0 | 0 | 4393 | 0 | 5555 | 0 | 155011 | 0 | 0 | 0 |
| GILLIAN HAMILTON MD | |||||||||||||
| 186323 | 0 | 1395 | 0 | 0 | 0 | 5894 | 0 | 14838 | 0 | 208450 | 0 | 0 | 0 |
| DAVID BUTLER MD | |||||||||||||
| 206516 | 0 | 3518 | 0 | 0 | 0 | 0 | 0 | 610 | 0 | 210644 | 0 | 0 | 0 |
| FRANC BRODAR MD | |||||||||||||
| 202811 | 0 | 12186 | 0 | 0 | 0 | 3282 | 0 | 14838 | 0 | 233117 | 0 | 0 | 0 |
| CARLA DENHAM MD | |||||||||||||
| 195902 | 0 | 178 | 0 | 0 | 0 | 3020 | 0 | 12241 | 0 | 211341 | 0 | 0 | 0 |
| JEANETTE BOOHENE MD | |||||||||||||
| 201138 | 0 | 76 | 0 | 0 | 0 | 5545 | 0 | 5106 | 0 | 211865 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL COMPENSATION INFORMATION | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | CLUB DUES HAVE BEEN PAID BY THE ORGANIZATION FOR USE BY THE EXECUTIVE DIRECTOR FOR DONOR APPRECIATION AND BUSINESS PURPOSES. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE INCOME AS EXPENSES RELATED TO PERSONAL USAGE ARE PAID BY THE EXECUTIVE DIRECTOR, AND BUSINESS USE IS SUPPORTED AS REQUIRED UNDER AN ACCOUNTABLE PLAN. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LIFESTAR AMBULETTE COMTRANS | |||
| BOB RAMSEY/DIRECTOR | 184358 | PATIENT TRANSPORT | false |
| LDR-NWC WADDELL LITCHFIELD | |||
| SPOUSE OF LEVINE/EXEC DIR | 191044 | LEASE & DESIGN SVCS | false |
| LIFESTAR AMBULETTE INC | |||
| BOB RAMSEY/DIRECTOR | 209411 | PATIENT TRANSPORT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 69650 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RE-SALE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 913 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RE-SALE VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 159211 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RE-SALE VALUE | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32090 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RE-SALE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS | Description |
| Number Of Contributions | 143 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 156018 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RE-SALE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | SCHEDULE M, PART I, LINE 32A | HOSPICE OF THE VALLEY (HOV) USES THE FOR-PROFIT ORGANIZATION, TOTAL RESOURCE AUCTIONS (TRA), AS A THIRD PARTY TO ASSIST WITH VEHICLE DONATIONS. THE DONOR NOTIFIES HOV THAT THEY PLAN TO DONATE A VEHICLE, AND HOV REQUESTS TRA TO CONTACT THE DONOR TO ARRANGE A TIME FOR PICK UP. TRA TOWS, AUCTIONS, AND ASSISTS WITH TITLE TRANSFERS FROM THE DONOR TO HOV. ONCE THE VEHICLE IS SOLD AND PROCEEDS ARE RECEIVED, HOV PREPARES A LETTER OF THANKS TO THE DONOR IF THE VEHICLE SELLS FOR UNDER $500. IF THE VEHICLE SELLS FOR MORE THAN $500, FORM 1098-C IS COMPLETED AND THE APPROPRIATE COPIES ARE MAILED WITH THE THANK YOU LETTER TO THE DONOR. TRA CHARGES HOV A TOWING FEE OF $60 FOR AN AVERAGE PASSENGER VEHICLE, ADDITIONAL FEES ARE ASSESSED BASED ON SIZE. ALSO A $60 POOL FEE IS CHARGED FOR TITLING AND PAPERWORK. TRA ALSO PASSES ALONG ANY MVD FEES FOR UNUSUAL TITLE TRANSFER FORMS. |
| SCHEDULE M, PART I, COLUMN B | THE AMOUNTS IN THIS COLUMN REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Table | LiquidationTable |
Disposition Table DispositionTable (5 entries)
| Description Of AssetDescriptionOfAsset | Date Of DistributionDateOfDistribution | FMV Of AssetFMVOfAsset | Method Of FMV DeterminationMethodOfFMVDetermination | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|
| HOSPICE ENDOWMENT TRUST FUND OF PHX | |||||||||
| CASH TRANSFER | 2011-12-20 | 20000000 | CASH BASIS | 942856701 | 1510 EAST FLOWER STREET | PHOENIX | AZ | 85014 | 501(C)(3) |
| HOSPICE ENDOWMENT TRUST FUND OF PHX | |||||||||
| CASH TRANSFER | 2012-06-25 | 5000000 | CASH BASIS | 942856701 | 1510 EAST FLOWER STREET | PHOENIX | AZ | 85014 | 501(C)(3) |
| HOSPICE ENDOWMENT TRUST FUND OF PHX | |||||||||
| CASH TRANSFER | 2012-09-07 | 20000000 | CASH BASIS | 942856701 | 1510 EAST FLOWER STREET | PHOENIX | AZ | 85014 | 501(C)(3) |
| HOSPICE ENDOWMENT TRUST FUND OF PHX | |||||||||
| CASH TRANSFER | 2012-09-10 | 10000000 | CASH BASIS | 942856701 | 1510 EAST FLOWER STREET | PHOENIX | AZ | 85014 | 501(c)(3) |
| HOSPICE ENDOWMENT TRUST FUND OF PHX | |||||||||
| STOCK TRANSFER | 2011-12-31 | 500 | FMV | 942856701 | 1510 EAST FLOWER STREET | PHOENIX | AZ | 85014 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2 |
| Employee Of Successor2 | false | EmployeeOfSuccessor2 |
| Owner Of Successor2 | false | OwnerOfSuccessor2 |
| Receive Compensation2 | false | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| VOLUNTEERS | FORM 990, PART I, LINE 6 | 2,700 VOLUNTEERS CONTRIBUTED OVER 183,000 HOURS TO MORE THAN 17,000 PATIENTS AND THEIR FAMILIES. VOLUNTEER HOURS ARE ALSO USED TO EDUCATE THE PUBLIC AND HELP WITH FUNDRAISING ACTIVITIES. |
| EXEMPT PURPOSE ACHIEVEMENT | FORM 990, PART III, LINE 4 | LINE 4A - HOSPICE HOME CARE IS PROVIDED TO PATIENTS AND FAMILIES FACING A TERMINAL ILLNESS. PUBLIC SUPPORT IS USED TO COVER THE COST OF OUR SERVICE WHEN THERE IS NO REIMBURSEMENT. HOSPICE SERVICES INCLUDE SKILLED NURSING VISITS, HOME HEALTH AIDE VISITS AND SOCIAL WORKER AND COUNSELOR VISITS TO MORE THAN 17,000 TERMINALLY ILL PATIENTS AND THEIR FAMILIES FOR MANAGEMENT OF PAIN CONTROL, PERSONAL CARE AND SUPPORT SERVICES. THE PRIMARY MISSION OF HOSPICE OF THE VALLEY IS TO BRING COMFORT AND DIGNITY AS LIFE NEARS ITS END. LINE 4B - HOSPICE OF THE VALLEY OPERATED SIXTEEN INPATIENT FACILITIES PROVIDING SERVICES TO TERMINALLY ILL PATIENTS WHOSE NEEDS, OR THE NEEDS OF THEIR FAMILIES, ARE BETTER MET IN AN INPATIENT SETTING. THIS IS A TRANSITIONAL TIME TO CONTROL AND MANAGE PATIENTS' SYMPTOMS UNTIL THEY CAN RETURN TO THEIR OWN HOMES OR TO LESS MEDICALLY ACUTE SETTINGS. INPATIENT HOSPICE TEAMS PROVIDE ROUND-THE-CLOCK, COMPASSIONATE COMFORT CARE FOR PATIENTS AND SUPPORT FOR FAMILIES. DOCTORS, NURSES, SOCIAL WORKERS, CHAPLAINS AND NURSES' AIDES ADDRESS PATIENTS' MEDICAL, EMOTIONAL, AND SPIRITUAL NEEDS IN PEACEFUL, HOMELIKE ENVIRONMENTS. LINE 4C - DURING 1988, HOSPICE BEGAN THE OUTREACH PROGRAM WHICH PROVIDES SERVICES TO PATIENTS AND THE FAMILIES OF PATIENTS WITH POTENTIALLY LIFE THREATENING DISEASES WHO ARE NOT YET RECEIVING HOSPICE SERVICES. THIS PROGRAM, NOW KNOWN AS ARIZONA PALLIATIVE HOME CARE (AZPHC), HAS EVOLVED FROM A PSYCHO-SOCIAL MODEL TO ONE THAT INCLUDES MEDICAL MANAGEMENT. AZPHC OFFERS COORDINATION OF CARE TO LATE-STAGE CHRONICALLY ILL PATIENTS STRUGGLING WITH DAILY LIVING AND DISEASE MANAGEMENT. THE ARIZONA PALLIATIVE HOME CARE TEAM IS COMPRISED OF PHYSICIANS, NURSES, SOCIAL WORKERS AND HOME CARE AIDES WHO PROVIDE HOME VISITS AND WHO WORK IN COORDINATION WITH PATIENTS' COMMUNITY PHYSICIANS. ADDITIONAL SERVICES INCLUDE DISEASE, MEDICATION AND CAREGIVER EDUCATION, HOSPITAL TO HOME TRANSITION SUPPORT, SYMPTOM MANAGEMENT CONSULTATION AND 24/7 PHONE SUPPORT. LINE 4D - HOSPICE OF THE VALLEY OFFERS A HOME HEALTH PROGRAM THAT PROVIDES CARE TO HOMEBOUND PATIENTS AS DEFINED BY MEDICARE. HOSPICE OF THE VALLEY ALSO OFFERS A PRIVATE DUTY PROGRAM THAT PROVIDES HOSPICE SERVICES BEYOND THE PRESCRIBED PLAN OF CARE. PATIENTS OR FAMILIES MAY REQUEST ADDITIONAL HOURS OF CLINICAL CARE. HOSPICE OF THE VALLEY PROVIDES ADMINISTRATIVE SERVICES TO RYAN HOUSE, A NOT-FOR-PROFIT IN PHOENIX, ARIZONA, AND RECEIVES A FEE FOR SUCH SERVICES. |
| PROCESS USED TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | HOSPICE OF THE VALLEY RETAINS AN INDEPENDENT TAX ADVISOR TO ASSIST MANAGEMENT IN THE PREPARATION AND REVIEW OF ITS IRS FORM 990. PRIOR TO FILING THE RETURN, MANAGEMENT REVIEWS THE RETURN AND ALL REQUIRED SCHEDULES WITH REPRESENTATIVES OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THESE FINANCE COMMITTEE MEMBERS ARE PROVIDED THE FORM 990 FOR CLOSER REVIEW AND ALLOWED A PERIOD FOR COMMENTS. COPIES OF THE FORM 990 ARE MAILED TO THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| ENFORCEMENT OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | ANNUALLY, EACH OFFICER, DIRECTOR, TRUSTEE, AND KEY EMPLOYEE IS PROVIDED THE CONFLICT OF INTEREST POLICY. THEY, IN TURN, REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD GIVE RISE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR AND SENIOR VICE PRESIDENT REVIEW THE CONFLICT OF INTEREST FORMS TO DETERMINE IF THERE ARE ANY ACTUAL OR POTENTIAL CONFLICTS. IF ANY ARE IDENTIFIED, THAT INFORMATION IS SHARED WITH THE BOARD PRESIDENT AND THE RESPECTIVE INDIVIDUAL IS EXCLUDED FROM VOTING ON ANY ISSUES RELATED TO THEIR CONFLICT. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINE 15A & 15B | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES INDUSTRY COMPENSATION DATA FROM HOSPICE OF THE VALLEY'S HUMAN RESOURCE DEPARTMENT BASED ON SALARY SURVEYS CONDUCTED BY OUTSIDE ORGANIZATIONS. IN ADDITION, THEY ARE PROVIDED WITH COMPARATIVE HOSPICE SALARY DATA FROM THE RESPECTIVE 990S. BASED ON THEIR REVIEW, THE EXECUTIVE COMMITTEE DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST COMPLETED IN 2012. THE PROCESS FOR THE DETERMINATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES INCLUDES THE REVIEW OF COMPARABLE DATA FROM OUTSIDE ORGANIZATIONS AND THE SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE DIRECTOR COMMUNICATES COMPENSATION DECISIONS FOR OTHER OFFICERS AND KEY EMPLOYEES TO THE PRESIDENT OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINALIZATION. THIS IS AN ONGOING PROCESS AS OFFICER AND KEY EMPLOYEE REVIEW DATES VARY. |
| AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC | FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE FILED WITH AND ARE VIEWABLE BY THE PUBLIC AT THE OFFICIAL WEBSITE OF THE ARIZONA CORPORATION COMMISSION. BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION IS REQUIRED TO FILE ITS CONSOLIDATED AUDITED FINANCIALS WITH ITS ANNUAL MEDICARE COST REPORT AND WITH THE UNIFORM ACCOUNTING REPORT TO THE STATE OF ARIZONA. THIS INFORMATION IS SUBJECT TO A PUBLIC RECORDS REQUEST. DIRECT REQUESTS FOR FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| DESCRIPTION OF HOURS WORKED FOR RELATED ORGANIZATION | FORM 990, PART VII, SECTION A, COLUMN B | SUSAN LEVINE, THE EXECUTIVE DIRECTOR OF HOSPICE OF THE VALLEY, SPENDS .10 HOURS PER WEEK CONDUCTING BUSINESS RELATED TO HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AND 39.9 HOURS PER WEEK CONDUCTING BUSINESS FOR HOSPICE OF THE VALLEY. DEBORAH SHUMWAY, THE SENIOR VICE PRESIDENT OF BUSINESS OF HOSPICE OF THE VALLEY, SPENDS .50 HOURS PER WEEK CONDUCTING BUSINESS RELATED TO HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AND 39.5 HOURS PER WEEK CONDUCTING BUSINESS FOR HOSPICE OF THE VALLEY. GERALD SMITHSON, DIRECTOR OF THE HOSPICE OF THE VALLEY, SPENDS .10 HOURS PER WEEK CONDUCTING BUSINESS RELATED TO HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AND 2.0 HOURS PER WEEK CONDUCTING BUSINESS FOR HOSPICE OF THE VALLEY. JOHN JENNINGS, LANNY LAHR, AND RICK NAIMARK, DIRECTORS OF THE HOSPICE OF THE VALLEY, SPEND .10 HOURS PER WEEK CONDUCTING BUSINESS RELATED TO HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AND 1.0 HOUR PER WEEK CONDUCTING BUSINESS FOR HOSPICE OF THE VALLEY. JAMES FELTHAM, STEVE FIELDS, KELLI SMITH, AND GARY VOLKENANT, DIRECTORS OF THE HOSPICE OF THE VALLEY, SPEND .10 HOURS PER WEEK CONDUCTING BUSINESS RELATED TO HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AND .50 HOURS PER WEEK CONDUCTING BUSINESS FOR HOSPICE OF THE VALLEY. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | THE OTHER CHANGES IN NET ASSETS OF ($51,800,144) IS COMPRISED OF THE FOLLOWING: (A) ($55,000,500) - TRANSFER OF ASSETS TO RELATED ORGANIZATION, HOSPICE ENDOWMENT TRUST FUND OF PHOENIX; (B) $3,202,965 - UNREALIZED GAIN ON INVESTMENTS; AND (C) ($2,609) - BOOK/TAX DIFFERENCE FROM S-CORP INVESTMENTS. |
| EXECUTIVE COMMITTEE | FORM 990, PART IV, LINE 1A | PURSUANT TO THE BYLAWS, THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE FULL BOARD, MAY DESIGNATE AN EXECUTIVE COMMITTEE CONSISTING OF THE CORPORATION'S IMMEDIATE PAST PRESIDENT, PRESIDENT, VICE PRESIDENT, AND SUCH OTHER DIRECTORS DEIGNATED BY THE BOARD OF DIRECTORS. ONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE DESIGNATED AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. TO THE EXTENT PROVIDED IN SUCH RESOLUTION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS WITH SOME EXCEPTIONS AS PROVIDED IN THE ORGANIZATION'S BYLAWS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA PALLIATIVE HOME CARE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 E FLOWER ST | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452667492 | EIN |
| Primary Activities | PALIATIVECARE | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Total Income | 327125 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOV | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ENDOWMENT TRUST FUND OF PHOENIX | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 E FLOWER ST | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942856701 | EIN |
| Primary Activities | ENDOWMENT | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX HOSPICE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 EAST FLOWER STREET | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203737064 | EIN |
| Primary Activity | INACTIVE-HOSP | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | S CORP | TypeOfEntity |
| Share Of Total Income | -11952 | ShareOfTotalIncome |
| Share Of EOY Assets | 262954 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ENDOWMENT TRUST FUND OF PHOENIX | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 55000500 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments