SWEDISH MEDICAL CENTER FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SWEDISH MEDICAL CENTER FOUNDATION (EIN 91-0983214)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349307565
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T15:21:11-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN911194016EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1
CityBELLEVUECity
StateWAState
ZIP Code98004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN910983214EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SWEDISH MEDICAL CENTER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSWEDNameControl
Phone2062155967Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1747 BROADWAYAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98122ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFFREY VEILLEUXName
TitleTREASURERTitle
Phone2062155967Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSARA ELIZABETH J HYREName
PTINP00235495PTIN
Phone4254544919Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDONALD THEOPHILUSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1747 BROADWAYAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98122ZIPCode
FieldValueIRS element (for citing)
Gross Receipts29141422GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SWEDISH.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1976YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionSWEDISH MEDICAL CENTER FOUNDATION IS THE FUNDRAISING ARM OF SWEDISH HEALTH SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year20299933ContributionsGrantsPriorYear
Contributions Grants Current Year21139529ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1364738InvestmentIncomePriorYear
Investment Income Current Year1293938InvestmentIncomeCurrentYear
Other Revenue Prior Year-323609OtherRevenuePriorYear
Other Revenue Current Year-844327OtherRevenueCurrentYear
Total Revenue Prior Year21341062TotalRevenuePriorYear
Total Revenue Current Year21589140TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year8208574GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY23748588GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1444610SalariesEtcPriorYear
Salaries Etc Current Year1765017SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year71308TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY207320TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1973295TotalFundrsngExpCurrentYear
Other Expense Prior Year1626353OtherExpensePriorYear
Other Expenses Current Year1069130OtherExpensesCurrentYear
Total Expenses Prior Year11350845TotalExpensesPriorYear
Total Expenses Current Year26790055TotalExpensesCurrentYear
Revenues Less Expenses Prior Year9990217RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-5200915RevenuesLessExpensesCY
Total Assets BOY70053804TotalAssetsBOY
Total Assets EOY62731818TotalAssetsEOY
Total Liabilities BOY5001444TotalLiabilitiesBOY
Total Liabilities EOY4231186TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY65052360NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY58500632NetAssetsOrFundBalancesEOY
Mission DescriptionTHE FOUNDATION IS COMMITTED TO SUPPORTING THE EFFORTS OF SWEDISH HEALTH SERVICES IN ADVANCING HEALTH CARE IN THE REGION AND MEETING THE HEALTH CARE NEEDS OF THE COMMUNITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense24295496Expense
Grants23748588Grants
DescriptionTHE FOUNDATION IS COMMITTED TO SUPPORTING THE EFFORTS OF SWEDISH HEALTH SERVICES.TOWARD THAT END, THE FOUNDATION AWARDS GRANTS TO SWEDISH TO FUND VITAL PROGRAMS AND SERVICES, NEW MEDICAL TREATMENTS AND TECHNOLOGY, CHARITY CARE AND OTHER PROGRAMS THAT PROVIDE ACCESS TO THE UNDERSERVED, NURSING CLINICS, PATIENT TRANSPORTATION, NEEDED FACILITIES MAINTENANCE AND UPGRADES, AND A VARIETY OF RELATED COMMUNITY HEALTH PROGRAMS.SWEDISH MEDICAL CENTER FOUNDATION ALSO GRANTS TO VARIOUS ORGANIZATIONS IN THE COMMUNITY FOR PROGRAM EXPENSES.Description
Total Program Service Expense24295496TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation1PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1KARL FRITSCHEL CPABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4255253339TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11801 LIND AVE SW 9016AddressLine1
CityRENTONCity
StateWAState
ZIP Code980579016ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
LUCIUS AD ANDREW III
TRUSTEE1.00X000
PATRICIA ARNOLD
TRUSTEE1.00X000
NANCY J AUER MD
VICE CHAIR1.00X000X
ANITA BRAKER
TRUSTEE1.00X000
BARBARA BUCHMAN
TRUSTEE1.00X000
LIDA BUCKNER
TRUSTEE1.00X000
SARAH EVERITT
TRUSTEE1.00X000
TOM GORES
TRUSTEE1.00X000
CHERYL GOSSMAN
CHAIR1.00X000X
J SCOTT HARRISON
TRUSTEE1.00X000
RODNEY F HOCHMAN MD
TRUSTEE1.00X01221246368964
JESSICA JENSEN HUGHES
TRUSTEE1.00X000
GWENDOLYN GRIM JOHNSON
TRUSTEE1.00X000
LORNA KNEELAND
TRUSTEE1.00X000
WILLIAM KRIPPAEHNE JR
TRUSTEE1.00X000
TODD LEE
TRUSTEE1.00X000
RAE LEMBERSKY
TRUSTEE1.00X000
ERIC LIU
TRUSTEE1.00X000
CHARLES S LYTLE
TRUSTEE1.00X000
DAN MADSEN
TRUSTEE1.00X000
MARY MOLLYMCCULLOUGH
TRUSTEE1.00X000
KIRBY MCDONALD
TRUSTEE1.00X000
TRACY MORRIS
TRUSTEE1.00X000
MICHAEL PETERS MD
TRUSTEE1.00X000
DIANE SABEY
TRUSTEE1.00X000
JANET TRUE
TRUSTEE1.00X000
JANE UHLIR MD
TRUSTEE1.00X025203124588
JOHN VASSALL II MD
TRUSTEE1.00X042301340269
JEAN BAUR VIERECK
TRUSTEE1.00X000
CYNTHIA STRAUSS
SECRETARY1.000569811186256X
JEFFREY D VEILLEUX
TREASURER1.0001081321280297X
DONALD THEOPHILUS
EXECUTIVE DIRECTOR60.00028193295098X
REBECCA KELLY
SR. DIRECTOR - MAJOR GIFTS50.00187923074476X
RANDALL MANN
SR. DIRECTOR - CAMPAIGN50.00170805033231X
KATE PURCELL
DIRECTOR - CORP. RELATIONS50.00107104017873X
FieldValueIRS element (for citing)
Total Reportable Comp From Org465832TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3829354TotalReportableCompFrmRltdOrgs
Total Other Compensation1121052TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SWEDISH HEALTH SERVICESBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1747 BROADWAYAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98122ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesMANAGEMENT, HR, AND PAYROLLDescriptionOfServices
Compensation316296Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Fundraising Events2017921FundraisingEvents
Related Organizations2678964RelatedOrganizations
All Other Contributions16442644AllOtherContributions
Noncash Contributions912572NoncashContributions
Total Contributions21139529TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column831917TotalRevenueColumn
Exclusion$831,917ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities6914616Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6452595Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities462021Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column462021TotalRevenueColumn
Exclusion$462,021ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events255360GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events2017921CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1099687FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-844327TotalRevenueColumn
Exclusion-$844,327ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column21589140TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$449,611ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total23744012Total
Program Services23744012ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total4576Total
Program Services4576ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total466435Total
Program Services93286ProgramServices
Management And General46644ManagementAndGeneral
Fundraising326505Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total852052Total
Program Services170409ProgramServices
Management And General85205ManagementAndGeneral
Fundraising596438Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total446530Total
Program Services89305ProgramServices
Management And General44652ManagementAndGeneral
Fundraising312573Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total207320Total
Fundraising207320Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total247807Total
Management And General247807ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total36958Total
Program Services24639ProgramServices
Management And General12319ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total384Total
Program Services77ProgramServices
Management And General38ManagementAndGeneral
Fundraising269Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total196366Total
Program Services39273ProgramServices
Management And General19637ManagementAndGeneral
Fundraising137456Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total795Total
Program Services159ProgramServices
Management And General80ManagementAndGeneral
Fundraising556Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total17408Total
Program Services3482ProgramServices
Management And General1741ManagementAndGeneral
Fundraising12185Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3260Total
Program Services652ProgramServices
Management And General326ManagementAndGeneral
Fundraising2282Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total33390Total
Program Services6678ProgramServices
Management And General3339ManagementAndGeneral
Fundraising23373Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
CORPORATE SERVICES3162966325931630221407
MISCELLANEOUS153967431892159689182
PURCHASED SERVICES6249912500625043749

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total26790055Total
Program Services24295496ProgramServices
Management And General521264ManagementAndGeneral
Fundraising1973295Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8082311BOY
EOY10162479EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY13481225BOY
EOY14651404EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY30201BOY
EOY29901EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY45562891BOY
EOY33908146EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2897176BOY
EOY3979888EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY70053804BOY
EOY62731818EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY15220BOY
EOY19559EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4986224BOY
EOY4211627EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5001444BOY
EOY4231186EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY22244920BOY
EOY21148208EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY36850496BOY
EOY31385636EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5956944BOY
EOY5966788EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY65052360BOY
EOY58500632EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY70053804BOY
EOY62731818EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-5200915ReconcilationRevenueExpenses
Reconcilation Other Changes-1350813ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11737581CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years15463375CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19116401CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20299923CurrentTaxYearMinus1Year
Current Tax Year21139529CurrentTaxYear
Total87756809Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11737581CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years15463375CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19116401CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20299923CurrentTaxYearMinus1Year
Current Tax Year21139529CurrentTaxYear
Total87756809Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5559817AmountsSubstContributorsTotal
Public Support Total17082196992PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1652812CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1190172CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1205741CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year482559CurrentTaxYearMinus1Year
Current Tax Year831917CurrentTaxYear
Total5363201Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1496CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years247656CurrentTaxYearMinus3Years
Total249152Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1016CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2153CurrentTaxYearMinus3Years
Total3169Total
FieldValueIRS element (for citing)
Total Support93372331TotalSupport
Gross Receipts From Admissions Etc2867011GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.88030PublicSupportPertcentage170
Public Support Pertcent Prior Year0.85130PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5956945BeginningOfYearBalance
Contributions9844Contributions
End Of Year Balance5966789EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5887753BeginningOfYearBalance
Contributions164554Contributions
Investment Earnings Or Losses6083InvestmentEarningsOrLosses
Other Expenditures101445OtherExpenditures
End Of Year Balance5956945EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5711506BeginningOfYearBalance
Contributions198490Contributions
Other Expenditures22443OtherExpenditures
End Of Year Balance5887553EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5258351BeginningOfYearBalance
Contributions612310Contributions
Other Expenditures159155OtherExpenditures
End Of Year Balance5711506EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
CHARITABLE GIFT ANNUITY1484040
FOUNDATION TRUST ASSETS1695848
OTHER LONG TERM ASSETS800000
FieldValueIRS element (for citing)
Total Book Value Other Assets3979888TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
FOUNDATION ANNUITIES$1,057,332
DUE TO AFFILIATE$2,958,136
GIFT ANNUITY OBLIGATION$196,159
FieldValueIRS element (for citing)
Total Of Amounts4211627TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:SWEDISH MEDICAL CENTER FOUNDATION'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING UNCOMPENSATED CARE, RESEARCH, PEDIATRICS, NEUROSCIENCES, CANCER, HEART AND VASCULAR AND WOMEN'S HEALTH AND CHILDBIRTH SERVICES. THE MAJORITY OF THESE FUNDS ARE DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS.
FIN 48 FOOTNOTE: SWEDISH TAKES VARIOUS POSITIONS IN PREPARING TAX RETURNS. ONLY UNCERTAIN TAX POSITIONS THAT MEET A MORE-LIKELY THAN-NOT DESIGNATION ARE RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2011 AND 2010, NO UNCERTAIN TAX POSITIONS HAVE BEEN RECOGNIZED.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
MJL EVENTS
351 NW 84TH STSEATTLEWA98117EVENT MANAGEMENT FOR CELEBRATE SWEDISH & WELLNESS LUNCHEON0818655103666714989
MARNIE FOUST
5039 SW GRAYSON STSEATTLEWA98116EVENT MANAGEMENT FOR SWEDISH SUMMER RUN059410937550556559
ARDEN TELLINI HOFLER
2121 30TH AVE SSEATTLEWA98144EVENT MANAGEMENT FOR SEATTLE BRAIN CANCER WALK049417335821458352
THEA WARNER EVENTS
11826 NE 145TH STKIRKLANDWA98034EVENT MANAGEMENT FOR EDMONDS GALA021571930283185436
FieldValueIRS element (for citing)
Total Gross Receipts2122656TotalGrossReceipts
Total Retained By Contractors207320TotalRetainedByContractors
Total Net To Organization1915336TotalNetToOrganization
Licensed StatesWALicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CELEBRATE SWEDISHNameOfEvent1
Gross Receipts Event1624543GrossReceiptsEvent1
Charitable Contributions Event1490771CharitableContributionsEvent1
Gross Revenue Event1133772GrossRevenueEvent1
Other Direct Expenses Event1407622OtherDirectExpensesEvent1
Name Of Event2SUMMER RUNNameOfEvent2
Gross Receipts Event2604464GrossReceiptsEvent2
Charitable Contributions Event2584356CharitableContributionsEvent2
Gross Revenue Event220108GrossRevenueEvent2
Other Direct Expenses Event2226610OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events1044274GrossReceiptsOtherEvents
Charitable Contrib Other Events942794CharitableContribOtherEvents
Gross Revenue Other Events101480GrossRevenueOtherEvents
Other Direct Expenses Other Events465455OtherDirectExpensesOtherEvents
Gross Receipts Total2273281GrossReceiptsTotal
Charitable Contributions Total2017921CharitableContributionsTotal
Gross Revenue Total Events255360GrossRevenueTotalEvents
Other Direct Expenses Total Events1099687OtherDirectExpensesTotalEvents
Direct Expense Summary Events1099687DirectExpenseSummaryEvents
Net Income Summary-844327NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
SEATTLE SCIENCE FOUNDATION
500 17TH AVENUE SUITE 600SEATTLEWA98122611502822501 (C )(3)100000FINAL DISTRIBUTION IN SUPPORT OF THE LAB AND BRAIN CANCER RESEARCH
MARSHA RIVKIN CENTER FOR OVARIAN CANCER RESEARCH
747 BROADWAYSEATTLEWA981224379912054035501 (C )(3)586498SUPPORT OVARIAN CANCER RESEARCH
SWEDISH HEALTH SERVICES
747 BROADWAYSEATTLEWA981224379910433740501 (C )(3)23057514SUPPORT FOR SWEDISH FACILITIES AND PROGRAMS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE US: 1. THE FOUNDATION RECEIVED A DONATION - EITHER COMPLETELY UNRESTRICTED TO SWEDISH, RESTRICTED TO A SPECIFIC AREA (BUT FOR ANY USE WITHIN THAT AREA), OR DESIGNATED FOR A SPECIFIC PROGRAM OR FUND, 2. GRANTEE COMPLETES INTERNAL FOUNDATION FORM FRA (PRE-APPROVAL) OUTLINING THE PROJECT AND THE AMOUNT. THE FORM IS APPROVED BY THE FOUNDATION IF THE EXPENDITURE MEETS THE PURPOSE OF THE DONATION AND DOES NOT EXCEED THE AMOUNT AVAILABLE. 3. CHECK IS ISSUED TO THE GRANTEE FOR THE AMOUNT OF THE EXPENDITURE. 4. IN SOME CASES, AN ANNUAL REPORT IS REQUIRED EXPLAINING HOW THE GRANT WAS USED AND WHO BENEFITED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RODNEY F HOCHMAN MD
0992284020240002656203455860233780159021000
JANE UHLIR MD
02452620006769012250012338027661900
JOHN VASSALL II MD
036464305012308247012250028019046328200
CYNTHIA STRAUSS
032574702225200215440160620025636075606700
JEFFREY D VEILLEUX
049759905797200400202608150194820136161800
DONALD THEOPHILUS
0233500030000018432082000013098037703000
REBECCA KELLY
1875090004140505010239760262400000
RANDALL MANN
170451000354093750238560204036000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationPART II, LINES 1-9: CYNTHIA STRAUSS, ROD HOCHMAN, JANE UHLIR, JOHN VASSALL, AND JEFFREY VEILLEUX ARE PAID EMPLOYEES OF SWEDISH HEALTH SERVICES, A RELATED ORGANIZATION. THEY ARE NOT COMPENSATED FOR SERVING AS TRUSTEES OR OFFICERS OF THE FOUNDATION.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions13NumberOfContributions
Noncash Contribs Rptd F990660246NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionAUCTION ITEMSDescription
Number Of Contributions558NumberOfContributions
Noncash Contribs Rptd F990252326NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE NUMBER IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS RECEIVED.Explanation

Schedule N IRS990ScheduleN

Disposition Table DispositionTable

FieldValueIRS element (for citing)
Description Of AssetCASHDescriptionOfAsset
Date Of Distribution2011-12-31DateOfDistribution
FMV Of Asset23057514FMVOfAsset
Method Of FMV DeterminationCASHMethodOfFMVDetermination
EIN910433740EIN

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SWEDISH HEALTH SERVICESBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1747 BROADWAYAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98122ZIPCode
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSection
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2
Employee Of Successor20EmployeeOfSuccessor2
Owner Of Successor20OwnerOfSuccessor2
Receive Compensation20ReceiveCompensation2

Form990 Schedule N Part III Form990ScheduleNPartIII

FieldValueIRS element (for citing)
ExplanationIN THE ORDINARY COURSE OF ITS OPERATIONS, SWEDISH HEALTH CENTER FOUNDATION MADE GRANTS TO SWEDISH HEALTH SERVICES, A RELATED ENTITY. SWEDISH HEALTH CENTER FOUNDATION DOES NOT INTEND TO DISSOLVE OR CEASE OPERATIONS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VOLUNTEERS ESTIMATEFORM 990, PART I, LINE 6VOLUNTEERS PROVIDING VARIOUS FUNCTIONS, INCLUDING BOARD MEMBERS AND VOLUNTEERS ASSOCIATED WITH GIFT SHOP OPERATIONS AND FUNDRAISING EVENTS.
FORM 990, PART VI, SECTION A, LINE 3SWEDISH HEALTH SERVICES PROVIDES MANAGEMENT SERVICES TO THE SWEDISH MEDICAL CENTER FOUNDATION. HR AND PAYROLL FUNCTIONS TO THE FOUNDATION ARE ADMINISTERED BY SWEDISH HEALTH SERVICES.
FORM 990, PART VI, SECTION A, LINE 6SWEDISH HEALTH SERVICES IS THE SOLE MEMBER OF SWEDISH MEDICAL CENTER FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AELECTION OF MEMBERS OF THE BOARD OF GOVERNORS IS SUBJECT TO THE APPROVAL OF SWEDISH HEALTH SERVICES.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING DECISIONS BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY SWEDISH HEALTH SERVICES, THE SOLE MEMBER SWEDISH MEDICAL CENTER FOUNDATION: A. APPOINTMENT OF THE CHAIR AND VICE-CHAIR. B. DELEGATION OF THE POWER OR DUTIES OF AN OFFICER OR ADMINISTRATOR TO ANY OTHER OFFICER OR ANY DIRECTOR OR OTHER PERSON. C. THE FILLING OF VACANCIES IN THE OFFICE OF CHAIR OR VICE-CHAIR. D. THE APPOINTMENT OF OTHER OFFICERS OR AGENTS APPOINTED TO EXERCISE POWERS AND DUTIES ON BEHALF OF THE BOARD OF GOVERNORS. E. THE CHAIR OR VICE-CHAIR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE WHOLE BOARD OF GOVERNORS OR BY THE MEMBER. F. THE BANK OR BANKS, TRUST COMPANY OR TRUST COMPANIES HOLDING THE MONEYS OF THE CORPORATION. G. THE PROCESS FOR WITHDRAWAL OF THE MONEYS OF THE CORPORATION, AND H. ADDITIONS, ALTERATIONS, AMENDMENT, REPEAL OF BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11PREPARATION AND REVIEW OF THE FORM 990 INVOLVES THE COMPILATION OF INFORMATION FROM ALL AREAS OF THE ORGANIZATION. SCHEDULES RELATING TO EXECUTIVE COMPENSATION AND DETERMINATION OF KEY EMPLOYEES ARE REVIEWED BY THE VICE PRESIDENTS OF THE HUMAN RESOURCE AND LEGAL DEPARTMENTS. AN INDEPENDENT TAX ADVISOR PREPARES THE RETURN BASED ON INFORMATION COMPILED BY SWEDISH HEALTH SERVICES. ALL SCHEDULES AND FORMS ARE THEN REVIEWED BY THE TREASURER BEFORE THE RETURN IS FILED WITH THE IRS BY THE DEADLINE.
FORM 990, PART VI, SECTION B, LINE 12THE SWEDISH MEDICAL CENTER FOUNDATION IS SUBJECT TO THE CONFLICT OF INTEREST POLICY OF SWEDISH HEALTH SERVICES, ITS SOLE MEMBER. MANAGEMENT EMPLOYEES ARE COVERED BY THE SWEDISH HEALTH SERVICES CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND COVERED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AND DISCLOSE ANY AFFILIATIONS, INTEREST OR RELATIONSHIPS AND/OR ANY TRANSACTIONS THE INDIVIDUAL AND/OR HIS OR HER FAMILY MEMBERS HAVE ENGAGED IN THAT MIGHT GIVE RISE TO AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST. THE POLICY DEFINES FAMILY MEMBERS AND DESCRIBES WHAT CONSTITUTES CONFLICTS OF INTEREST. IT REQUIRES INDIVIDUALS TO REPORT TO THE APPROPRIATE COMMITTEE CHAIR ANY FURTHER FINANCIAL INTEREST, SITUATION, ACTIVITY, INTEREST OR CONDUCT THAT MAY DEVELOP BEFORE COMPLETION OF THE NEXT ANNUAL QUESTIONNAIRE. POTENTIAL CONFLICTS OF INTEREST WITH PHYSICIAN BOARD MEMBERS WITH FINANCIAL INTERESTS IN BUSINESSES THAT COMPETE WITH THE FOUNDATION ARE ADDRESSED, AS WELL AS APPROPRIATE DISCLOSURES, EVALUATION AND RESOLUTION OF SAID CONFLICTS. THE CONFLICT OF INTEREST QUESTIONNAIRE INCLUDES AN ANNUAL STATEMENT THAT BOARD MEMBERS AND COVERED PERSONS (A) HAVE RECEIVED A COPY OF THE POLICY, (B) HAVE READ AND UNDERSTOOD THE POLICY, (C) AGREE TO COMPLY WITH THE POLICY, (D) UNDERSTAND THAT THE POLICY APPLIES TO COMMITTEES AND SUBCOMMITTEES, (E) UNDERSTAND THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN EXEMPT ACTIVITES, (F) AGREE TO REPORT TO THE APPROPRIATE MANAGER OR COMMITTEE CHAIR ANY CHANGE TO MATTERS PREVIOUSLY DISCLOSED ON THE CONFLICT OF INTEREST QUESTIONNAIRE, (G) STATE THAT THE INFORMATION PROVIDED IN THE CONFLICT OF INTEREST QUESTIONNAIRE IS TRUE AND ACCURATE TO THE BEST OF HIS OR HER KNOWLEDGE AND BELIEF. THE PURPOSE OF THE POLICY IS TO ENSURE BOARD MEMBERS AND COVERED PERSONS ARE INDEPENDENT AND ABLE TO PERFORM THEIR DUTIES IN AN IMPARTIAL MANNER, FREE FROM ANY BIAS CREATED BY PERSONAL INTERESTS, TO PROTECT THE INTERESTS OF THE FOUNDATION, TO CLARIFY THE DUTIES AND OBLIGATIONS OF THE BOARD MEMBERS AND COVERED PERSONS IN THE CONTEXT OF A POTENTIAL CONFLICT (AND TO PROVIDE A METHOD FOR DISCLOSING AND RESOLVING SAID CONFLICT) AND TO SUPPLEMENT (NOT REPLACE) ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO CHARITABLE, NON-PROFIT CORPORATIONS. SWEDISH MEDICAL CENTER FOUNDATION WILL NOT ENGAGE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING A POTENTIAL CONFLICT OF INTEREST UNLESS IT IS DETERMINED THAT APPROPRIATE SAFEGUARDS PROTECT THE CHARITABLE MISSION OF THE FOUNDATION HAVE BEEN IMPLEMENTED. THE EXECUTIVE COMMITTEE OF SWEDISH HEALTH SERVICES WILL REVIEW ALL CONFLICT OF INTEREST QUESTIONNAIRES FOR BOARD MEMBERS. THE EXECUTIVE COMMITTEE WILL MAKE A FINDING AS TO WHETHER AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST EXISTS AND WILL TAKE ACTIONS AS IT DEEMS APPROPRIATE. THE CONFLICT OF INTEREST COMMITTEE GOVERNS THE POLICY AND QUESTIONNAIRE RELATED TO ALL OTHER COVERED PERSONS. THE MINUTES OF MEETINGS WILL IDENTIFY ANY PERSON ATTENDING THE MEETING WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER BEFORE THE BOARD OR COMMITTEE AND THE ACTION TAKEN TO ADDRESS THE CONFLICT OF INTEREST (E.G., THE INDIVIDUAL LEFT THE ROOM DURING THE DISCUSSION OF THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST AND THE INDIVIDUAL DID NOT VOTE ON SUCH MATTER).
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF GOVERNORS HAS DELEGATED AUTHORITY TO THE COMPENSATION AND HR COMMITTEES OF THE SWEDISH HEALTH SERVICES BOARD OF TRUSTEES TO REVIEW AND APPROVE COMPENSATION ARRANGEMENTS FOR THE EXECUTIVE DIRECTOR OF THE FOUNDATION. ALL MEMBERS OF THE COMPENSATION AND HR COMMITTEES ARE INDEPENDENT. SWEDISH HEALTH SERVICES IS THE SOLE MEMBER OF SWEDISH MEDICAL CENTER FOUNDATION. COMPENSATION FOR EXECUTIVES (INCLUDING THE EXECUTIVE DIRECTOR) IS REASONABLE AND CONSISTENT WITH THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY APPROVED BY THE BOARD OF TRUSTEES. POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED IN ACCORDANCE WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES SELECTS AND RETAINS AN INDEPENDENT CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE COMPENSATION PACKAGE, INCLUDING SALARIES, INCENTIVES AND BENEFITS AND RECOMMEND APPROPRIATE ADJUSTMENTS TO ENSURE THAT EACH REMAINS COMPETITIVE AND RESPONSIVE TO CHANGING LAWS AND IN KEEPING WITH THE ORGANIZATION'S MISSION. THE BOARD, AS PART OF ITS ANALYSIS, OBTAINS FROM THE INDEPENDENT CONSULTANT APPROPRIATE COMPARABILITY DATA, INCLUDING TOTAL COMPENSATION PAID BY SIMILARLY SITUATED FOR PROFIT AND NOT FOR PROFIT HEALTHCARE ORGANIZATIONS FOR POSITIONS THAT ARE FUNCTIONALLY COMPARABLE. THE CONSULTANT PROVIDES DOCUMENTATION THAT TOTAL COMPENSATION IS AT FAIR MARKET VALUE. THE CONSULTANTS' RECOMMENDATIONS ARE REVIEWED AND APPROVED (OR NOT APPROVED) BY THE COMPENSATION AND HR COMMITTEES, WHICH DOCUMENT THE BASIS FOR THEIR DECISION. FOLLOWING APPROVAL OF THE ANNUAL REVIEW BY THE COMPENSATION AND HR COMMITTEES, THE CEO OF SWEDISH HEALTH SERVICES WILL APPROVE CHANGES IN THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR CONSISTENT WITH THE ANNUAL REVIEW AND RECOMMENDATIONS APPROVED BY THE COMPENSATION AND HR COMMITTEE. SALARIES FOR NON-EXECUTIVE EMPLOYEES ARE REVIEWED AND APPROVED BY HR.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THE SWEDISH MEDICAL CENTER FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 13THE SWEDISH MEDICAL CENTER FOUNDATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER POLICY OF ITS SOLE MEMBER, SWEDISH HEALTH SERVICES.
FORM 990, PART VI, SECTION B, LINE 14THE SWEDISH MEDICAL CENTER FOUNDATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY OF ITS SOLE MEMBER, SWEDISH HEALTH SERVICES.
PART VII INDIVIDUALS COMPENSATED BY RELATED ORGANIZATIONSFORM 990, PART VII, SECTION AAVERAGE NUMBER OF HOURS WORKED WEEKLY BY PERSONS DISCLOSED IN PART VII, SECTION A WHO ARE EMPLOYED BY A RELATED ORGANIZATION: RODNEY HOCHMAN, MD - 60 HOURS JANE UHLIR, MD - 60 HOURS JOHN VASSALL II, MD - 60 HOURS CYNTHIA STRAUSS - 60 HOURS JEFFREY VEILLEUX - 60 HOURS DONALD TEHOPHILUS - 60 HOURS DONALD THEOPHILUS'S SALARY AS EXECUTIVE DIRECTOR OF THE FOUNDATION IS PAID BY SWEDISH HEALTH SERVICES. THE REMAINING PERSONS LISTED ABOVE ARE NOT COMPENSATED FOR SERVING AS TRUSTEES OR OFFICERS OF THE SWEDISH MEDICAL CENTER FOUNDATION.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -902,024. PRIOR PERIOD ADJUSTMENTS: -448,789. TOTAL TO FORM 990, PART XI, LINE 5: -1,350,813.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
SWEDISH COMMUNITY SERVICES
747 BROADWAYSEATTLEWA98122910729017HEALTHCAREWA501(C)(3)LINE 7SWEDISH HEALTH SERVICES0
SWEDISH HEALTH SERVICES
747 BROADWAYSEATTLEWA98122910433740HOSPITALWA501(C)(3)LINE 30N/A
MARSHA RIVKIN CENTER FOR OVARIAN CANCER RESEARCH
747 BROADWAYSEATTLEWA98122912054035OVARIAN CANCER RESEARCHWA501(C)(3)LINE 7SWEDISH HEALTH SERVICES0
SWEDISH MJM HOLDINGS
747 BROADWAYSEATTLEWA98122273139262HOLDING COMPANYWA501(C)(3)LINE 11A, ISWEDISH HEALTH SERVICES0
GLOBAL TO LOCAL HEALTH INITIATIVE
747 BROADWAYSEATTLEWA98122273133200HEALTHCAREWA501(C)(3)LINE 7SWEDISH HEALTH SERVICES0
SWEDISH EDMONDS
21601 76TH AVE WEDMONDSWA98206272305304HOSPITALWA501(C)(3)LINE 3SWEDISH HEALTH SERVICES0

Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
ISSAQUAH SURGERY CENTER LLC
6505 226TH PL SE STE 102ISSAQUAHWA98027261205223MEDICAL - SURGERYWAN/AN/A00
MINOR & JAMES MEDICAL PLLC
515 MINOR AVE STE 200SEATTLEWA98104911340223PHYSICIAN CLINICWAN/AN/A00
PETCT IMAGING AT SWEDISH CANCER INSTITUTE LLC
1221 MADISON STSEATTLEWA98104203132044MEDICAL IMAGINGWAN/AN/A00
SMC - RADIA ISSAQUAH IMAGING CENTER LLC
2005 NW SAMMAMISH RDISSAQUAHWA98027202048959MEDICAL IMAGINGWAN/AN/A00
SWEDISH FIRST HILL DIAGNOSTIC IMAGING LLC
1001 BOYLSTON AVESEATTLEWA98104208378242MEDICAL IMAGINGWAN/AN/A00

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntity
1221 MADISON STREET OWNERS ASSOCIATION
747 BROADWAYSEATTLEWA98122201954319OWNERS ASSOCIATIONWAN/AC
WASHINGTON CANCER CARE CENTERS PC
1560 N 115TH G-16SEATTLEWA98133911792791CANCER TREATMENTWAN/AC
CHARITABLE REMAINDER UNITRUST (1)
WA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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