BARROW NEUROLOGICAL FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BARROW NEUROLOGICAL FOUNDATION (EIN 86-0174371)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-07
- IRS object ID
- 201221289349301772
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T22:12:09-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Second Street 1400 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860174371 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barrow Neurological Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARR | NameControl |
| Phone | 6024063992 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 West Thomas Road | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathryn X Kramer | Name |
| Title | CEO/President | Title |
| Date Signed | 2012-05-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159635100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kathy Kramer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 n third avenue | AddressLine1 |
| City | phoenix | City |
| State | AZ | State |
| ZIP Code | 85013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 63629451 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHWHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT BARROW NEUROLOGICAL INSTITUTE, A DEPARTMENT OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER, WHICH IS IN TURN A DIVISION OF CATHOLIC HEALTHCARE WEST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11035975 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20293164 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1550692 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6177662 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 948286 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1568355 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13534953 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28039181 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12272877 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8513731 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 974342 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1541305 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1503882 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 867133 | OtherExpensePriorYear |
| Other Expenses Current Year | 1275039 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14114352 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11330075 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -579399 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16709106 | RevenuesLessExpensesCY |
| Total Assets BOY | 70181224 | TotalAssetsBOY |
| Total Assets EOY | 95752103 | TotalAssetsEOY |
| Total Liabilities BOY | 2984498 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3878143 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67196726 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91873960 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT BARROW NEUROLOGICAL INSTITUTE, A DEPARTMENT OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER, WHICH IS IN TURN A DIVISION OF CATHOLIC HEALTHCARE WEST. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8865286 | Expense |
| Grants | 8513731 | Grants |
| Revenue | 0 | Revenue |
| Description | The Foundation is an IRC Sec 509(a)(3) supporting organization to Barrow Neurological Institute, a department of St. Joseph's Hospital and Medical Center in Phoenix, Arizona ('Hospital'). As a supporting organization, the Foundation operates exclusively for the benefit of, to perform the function of, or to carry out the purposes of the Hospital which include making distributions directly to the Hospital. | Description |
| Total Program Service Expense | 8865286 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 32 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | true | 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 | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | 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 | RANDY BRADLEY | NamePerson |
| Telephone Number | 6023072546 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 N THIRD AVENUE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Jane D Alfano | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Greg Anderson | ||||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | X | ||
| Wayne S Doran | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Gee Gee Entz | ||||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X | ||
| Booker T Evans Jr | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Patricia Boyd Gentry | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Lisa Handley | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Lee Hanley | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Linda Hunt | ||||||||
| DIRECTOR/SERVICE AREA LEADER | 1.0 | X | 0 | 843511 | 89269 | X | ||
| Mike Ingram | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Guy Inzalaco | ||||||||
| Vice Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Stanley W Levine | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mac Magruder | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Herman Orcutt | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Tom Reahard | ||||||||
| Past Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Anne Robbs | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Dennis R Sage | ||||||||
| Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Robert F Spetzler MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| E Jeffrey Walsh | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Stephen Lenn | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| PATRICK R MCGRODER III | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| BARBARA BARONE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SHELLEY DUANE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| IRA A FULTON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| Mary Jane Crist | ||||||||
| Ex Officio/CEO | 30.0 | 0 | 332420 | 43262 | X | |||
| John Peters | ||||||||
| CFO | 1.0 | 0 | 326615 | 40322 | X | |||
| Ronald MIRENDA | ||||||||
| EX-OFFICIO/CEO | 30.0 | 0 | 34224 | 2843 | X | |||
| Robert D Hopkins | ||||||||
| Vice President Fundraising | 30.0 | 0 | 185233 | 33136 | X | |||
| Kathryn X Kramer | ||||||||
| Vice President Fundraising | 30.0 | 0 | 183757 | 26748 | X | |||
| Catherine C Menor | ||||||||
| Director Communications | 30.0 | 0 | 126604 | 19244 | X | |||
| Kathleen Norton | ||||||||
| Vice President Fundraising | 30.0 | 0 | 154567 | 16926 | X | |||
| Kelli K Smith | ||||||||
| Vice President Operations | 30.0 | 0 | 187277 | 35250 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2374208 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 307000 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
|---|---|---|---|---|---|
| E B LANE MARKETING | |||||
| 733 W McDowell Rd | PHOENIX | AZ | 85007 | Raffle Advertising | 3380787 |
| CBIZ MHM LLC | |||||
| 3101 North Central Ave Suite 300 | PHOENIX | AZ | 85012 | Raffle Accounting | 551620 |
| ANSWER NOW | |||||
| 5665 WEST BEVERLY LANE | GLENDALE | AZ | 85306 | ANSWERING SERVICE | 548073 |
| PHOENIX SUNS | |||||
| 201 EAST JEFFERSON STREET | PHOENIX | AZ | 85004 | ADVERTISING | 525648 |
| KATHLEEN RICE | |||||
| 8390 EAST VIA DE VENTURA F-110PMB1 | SCOTTSDALE | AZ | 85258 | GAMING MANAGER | 338346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Federated Campaigns | 49796 | FederatedCampaigns |
| Fundraising Events | 1208768 | FundraisingEvents |
| Related Organizations | 2550035 | RelatedOrganizations |
| All Other Contributions | 16484565 | AllOtherContributions |
| Noncash Contributions | 10134629 | NoncashContributions |
| Total Contributions | 20293164 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1365844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,365,844 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29686355 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24874537 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4811818 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4811818 | TotalRevenueColumn |
| Exclusion | $4,811,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 324294 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1208768 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 265166 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59128 | TotalRevenueColumn |
| Exclusion | $59,128 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 11959716 | GrossIncomeGaming |
| Gaming Direct Expenses | 10450567 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1509149 | TotalRevenueColumn |
| Exclusion | $1,509,149 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 78 | TotalRevenueColumn |
| Exclusion | $78 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28039181 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,746,017 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8513731 | Total |
| Program Services | 8513731 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
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 | 1241203 | Total |
| Program Services | 131417 | ProgramServices |
| Management And General | 302363 | ManagementAndGeneral |
| Fundraising | 807423 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207012 | Total |
| Program Services | 21918 | ProgramServices |
| Management And General | 50429 | ManagementAndGeneral |
| Fundraising | 134665 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93090 | Total |
| Program Services | 9856 | ProgramServices |
| Management And General | 22677 | ManagementAndGeneral |
| Fundraising | 60557 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46141 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 46141 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 214625 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 214625 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489215 | Total |
| Program Services | 174084 | ProgramServices |
| Management And General | 108356 | ManagementAndGeneral |
| Fundraising | 206775 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49093 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 6027 | ManagementAndGeneral |
| Fundraising | 43066 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165096 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 24326 | ManagementAndGeneral |
| Fundraising | 140770 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4426 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4426 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134960 | Total |
| Program Services | 14280 | ProgramServices |
| Management And General | 120680 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62813 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 22291 | ManagementAndGeneral |
| Fundraising | 40522 | 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 | 3120 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1551 | ManagementAndGeneral |
| Fundraising | 1569 | 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 | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20104 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 20104 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LICENSES AND TAXES | 49 | 0 | 49 | 0 |
| DUES AND SUBSCRIPTIONS | 15411 | 0 | 5174 | 10237 |
| RECRUITING | 1803 | 0 | 1803 | 0 |
| DONOR RECCOGNITION/CULTIVATION | 63500 | 0 | 9206 | 54294 |
| OTHER EXPENSES | 4683 | 679 | 4004 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11330075 | Total |
| Program Services | 8865286 | ProgramServices |
| Management And General | 960907 | ManagementAndGeneral |
| Fundraising | 1503882 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5352091 | BOY |
| EOY | 4078101 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4672186 | BOY |
| EOY | 4293365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169898 | BOY |
| EOY | 198565 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58152879 | BOY |
| EOY | 86797937 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1493144 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341026 | BOY |
| EOY | 384135 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70181224 | BOY |
| EOY | 95752103 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137411 | BOY |
| EOY | 238421 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2151483 | BOY |
| EOY | 2918767 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000 | BOY |
| EOY | 59170 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692604 | BOY |
| EOY | 661785 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2984498 | BOY |
| EOY | 3878143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18721565 | BOY |
| EOY | 25753287 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32212295 | BOY |
| EOY | 40005631 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16262866 | BOY |
| EOY | 26115042 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67196726 | BOY |
| EOY | 91873960 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70181224 | BOY |
| EOY | 95752103 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16709106 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7968128 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTHCARE WEST (DBA ST JOSEPH'S HOSPITALMED CTR) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196203 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $11,330,075 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 11330075 | SumOfAmounts |
| General Explanation | THE FOUNDATION PROVIDED OR PURCHASED FOR THE BENEFIT OF CATHOLIC HEALTHCARE WEST DBA ST. JOSEPH'S HOSPITAL/MEDICAL CENTER, VARIOUS SERVICES, FACILITIES AND GOODS. SEE FORM 990, PART IX FOR FURTHER DETAILS. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| 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 | 30205906 | BeginningOfYearBalance |
| Contributions | 5992711 | Contributions |
| Investment Earnings Or Losses | 4919381 | InvestmentEarningsOrLosses |
| Other Expenditures | 481282 | OtherExpenditures |
| End Of Year Balance | 40636716 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25003040 | BeginningOfYearBalance |
| Contributions | 2863077 | Contributions |
| Investment Earnings Or Losses | 2585540 | InvestmentEarningsOrLosses |
| Other Expenditures | 245751 | OtherExpenditures |
| End Of Year Balance | 30205906 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30787227 | BeginningOfYearBalance |
| Contributions | 620081 | Contributions |
| Investment Earnings Or Losses | -4642367 | InvestmentEarningsOrLosses |
| Other Expenditures | 1761901 | OtherExpenditures |
| End Of Year Balance | 25003040 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED PARTIES | $111,744 |
| LIABILITY UNDER SPLIT INTEREST | $550,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 661785 | TotalOfAmounts |
| Total Revenue | 28039181 | TotalRevenue |
| Total Expenses | 11330075 | TotalExpenses |
| Excess Or Deficit For Year | 16709106 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8503432 | NetUnrealizedGLOnInvestments |
| Other | -$535,306 | OtherAmount |
| Total Adjustments | 7968126 | TotalAdjustments |
| Excess Or Deficit Per FS | 24677232 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41876166 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8503432 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 69625 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 6013859 | OtherRevenues |
| Revenue Not Rptd F990 | 14586916 | RevenueNotRptdF990 |
| Revenue Subtotal | 27289250 | RevenueSubtotal |
| Investment Expenses Not Included | 214625 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 535306 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 749931 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28039181 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17198934 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 69625 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 6013859 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6083484 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11115450 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 214625 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 214625 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11330075 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF THE ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | Endowment funds are used to support the Barrow Neurological Institute's research and medical education programs. |
| FIN 48 (ASC 740) FOOTNOTE | SCHEDULE D, PART X, LINE 2 | THE FOUNDATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ON JULY 1, 2009, THE FOUNDATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY FASB ASC 740, INCOME TAXES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2011. |
| RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO AFS | SCHEDULE D, PART XI, LINE 8 | UNCOLLECTIBLE PLEDGES RECEIVABLE $ (570,982) CHANGE IN VALUE OF SPLIT INTEREST TRUSTS $ 35,676 -------------- TOTAL $ (535,306) RECONCILIATION OF REVENUE FROM AFS TO FORM 990 SCHEDULE D, PART XII, LINE 2D CONSULTING AND OTHER FUNDRAISING COSTS OF RAFFLE $ 6,013,859 SCHEDULE D, PART XII, LINE 4B uncollectible pledges receivable $ 570,982 change in value of split interest trusts $ (35,676) --------------- total $ 535,306 RECONCILIATION OF EXPENSES FROM AFS TO FORM 990 SCHEDULE D, PART XIII, LINE 2D CONSULTING AND OTHER FUNDRAISING COSTS OF RAFFLE $ 6,013,859 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LOU GRUBB GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 215830 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 110285 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 105545 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 66082 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 16429 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 45988 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 38234 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BARROW BALL | NameOfEvent2 |
| Gross Receipts Event2 | 1317232 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1098483 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 218749 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 49217 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 9843 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 39373 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 1533062 | GrossReceiptsTotal |
| Charitable Contributions Total | 1208768 | CharitableContributionsTotal |
| Gross Revenue Total Events | 324294 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 66082 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 16429 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 95205 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 9843 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 77607 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 265166 | DirectExpenseSummaryEvents |
| Net Income Summary | 59128 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 11959716 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 2109270 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 2327438 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 6013859 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 11959716 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 2109270 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 2327438 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 6013859 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 10450567 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 1509149 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | AZ | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | THE HEALTH AND WEALTH RAFFLE OPERATES UNDER STATE STATUE, NO LICENSE REQUIRED. | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | CBIZ MHM LLC | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 N Central Ave Suite 300 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Kathleen Rice | GamingManagerNamePerson |
| Gaming Manager Compensation | 225000 | GamingManagerCompensation |
| Gaming Manager Services Provided | Supervise gaming activities and related | GamingManagerServicesProvided |
| Gaming Manager Is Ind Contractor | X | GamingManagerIsIndContractor |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| CHW DBA ST JOSEPHS HOSP & MED CENTER | ||||||||||
| 350 W THOMAS ROAD | PHOENIX | AZ | 85013 | 941196203 | 501(c)(3) | 8010322 | 3742 | n/a | Equipment | To Support hospital services |
| STJOSEPH FOUNDATION | ||||||||||
| 350 W Thomas Road | PHOENIX | AZ | 85012 | 942941245 | 501(C)(3) | 499667 | 0 | n/a | n/a | To Support hospital services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | As a Sec. 509(a)(3) supporting organization, the Foundation operates exclusively for the benefit of, to perform the functionS of, or to carry out the purposes of the grantee listed in Part II, item 1 (CHW, dba St. Joseph's Hospital and Medical Center), which includes making DISTRIBUTIONS directly to the beneficiary organization, transferring and monitoring that restrictions are met before release of funds and expenditure of such funds. | 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 |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda Hunt | |||||||||||||
| 0 | 549884 | 0 | 274709 | 0 | 18918 | 0 | 53818 | 0 | 35451 | 0 | 932780 | 0 | 0 |
| Mary Jane Crist | |||||||||||||
| 0 | 217738 | 0 | 109640 | 0 | 5042 | 0 | 25760 | 0 | 17502 | 0 | 375682 | 0 | 0 |
| Robert D Hopkins | |||||||||||||
| 0 | 151110 | 0 | 29208 | 0 | 4915 | 0 | 15766 | 0 | 17370 | 0 | 218369 | 0 | 0 |
| Kathryn X Kramer | |||||||||||||
| 0 | 152788 | 0 | 29826 | 0 | 1143 | 0 | 15541 | 0 | 11207 | 0 | 210505 | 0 | 0 |
| Kathleen Norton | |||||||||||||
| 0 | 127966 | 0 | 24862 | 0 | 1739 | 0 | 8657 | 0 | 8269 | 0 | 171493 | 0 | 0 |
| Kelli K Smith | |||||||||||||
| 0 | 155535 | 0 | 30412 | 0 | 1330 | 0 | 16272 | 0 | 18978 | 0 | 222527 | 0 | 0 |
| John Peters | |||||||||||||
| 0 | 275019 | 0 | 50535 | 0 | 1061 | 0 | 19676 | 0 | 20646 | 0 | 366937 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, part 1, line 1a | Club dues have been paid by the organization for business use for 2 listed persons for recruiting and business entertainment purposes. No amounts have been included as reportable income as expenses related to personal usage are paid by the key employees. Schedule J, Part 1, Line 3 The Foundation relied on a related organization, Catholic Healthcare West, that used one or more of the methods described in Schedule J, Part I, Line 3, to establish the compensation of the person who is the top management official for this organization. The compensation was for services provided to the related organization, although the listed person provided approximately 1 hour per week to the filing organization as its top management officer. See Schedule O disclosure for Form 990, Part VI, Section B, Line 15 for additional information. |
| SCHEDULE J, part I, line 4a | The organization's key employees and its highest compensated employees participate in a severance plan established by its supported organization. The plan provides fair compensation, ranging from payments of 2 weeks to 36 weeks of base compensation, depending on the executive's position, in the event of a position elimination or other involuntary termination, in accordance with the guidelines. |
| SCHEDULE J, Part I, line 4b | Certain listed persons hired prior to June 30, 2006 are eligible to participate in the CHW Executive Deferred Compensation Plan, a nonqualified 457(f) plan which is intended to provide a benefit approximating the difference, if any, between the benefit provided under the CHW Excess Benefit Plan and the benefit provided under the qualified benefit plan that substantially replaced the Excess Plan. No benefit will vest under the 457(f) plan before the later of the attainment of age 62 while employed or the completion of 15 years of service. Certain listed persons participate in the CHW Excess Benefit Plan, a nonqualified supplemental benefit plan limited to participants in the CHW Retirement Plan whose benefits are affected by the limitations imposed by sections 401(a)(17) and 415 of the Internal Revenue Code. Benefit service under this plan was frozen as of January 1, 2008. Certain listed persons participate in the CHW Key Employee Share Option Plan (KeySOP), which was frozen in May 2002. The KeySOP program was established in 2001 with the purpose of providing additional compensation to eligible employees, commensurate with their contributions to the success of CHW, in a form that would provide incentives and rewards for meritorious performance and encourage the recipients' continuance as employees of CHW. Grants of options could be made to any employee who was eligible for the Company's Key Employee Retention Program. No payment were made to any listed persons during 2009 pursuant to this plan. |
| SCHEDULE J, Part II, Supplemental disclosures | Although the organization does not directly employ any personnel, the supported organization's executive compensation philosophy is designed to assist in attracting and retaining the caliber of executives required to fulfill the organization's mission of providing high quality healthcare for all persons regardless of their ability to pay for services, improving the quality of life in the communities the organization serves, promoting employee satisfaction, and ensuring financial stability. A substantial portion of executive compensation is performance based and is linked to organizational goals approved in advance by the Compensation and Benefits Committee. These goals include attainment of annual and long-term financial performance, certain healthcare quality standards and the organization's commitment to serving the poor and disenfranchised in the communities it serves. The Compensation and Benefits Committee targets the 75th percentile of the market in which the organization competes for executives, commensurate with the size of the organization. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29290 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | comparable sale | 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 | 16 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | resale value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3147 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | resale value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10062905 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6234 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALE | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 150 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Other-Food and Wine | 12 | 10183 | Comparable sale |
| X | Other-Sporting Goods | 9 | 3915 | Comparable sale |
| X | OTHER-ELECTRONICS | 2 | 3443 | COMPARABLE SALE |
| X | OTHER-JEWELRY | 3 | 2982 | Comparable sale |
| X | OTHER-TOYS | 1 | 63 | Comparable sale |
| X | MISCELLANEOUS | 23 | 11801 | COMPARABLE SALE |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Part I, column (b) | Identifier |
| Explanation | The amounts reported in Schedule M, Part I column (b) consist of the number of contributions received. SCHEDULE M, PART I, LINE 32A THE FOUNDATION uses A BROKERAGE FIRM TO SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART I, LINE 5 AND PART V, LINE 2A | The organization does not have employees. As a supporting organization, the foundation operates for the benefit of the hospital and utilizes the employees of that hospital. The proportionate salaries and benefits for these individuals are allocated to the Foundation. The salaries of these employees are included in the hospital entity's Form W-3 and federal employment tax returns. FORM 990, PART VI, SECTION A, LINE 7b The supported organization, Catholic Healthcare West, a a 501(c)(3) organization , must approve any changes to the bylaws of the Foundation that would have the effect of changing the purpose of the organization. FORM 990, PART VI, SECTION B, LINE 11A The Foundation's Vice President of Operations and CEO Reviewed the form 990 in detail prior to filing, as did the Foundation's Audit and Finance Committee. Due to timing of Board meetings, the full board did not receive a copy of the Form 990 prior to filing. However, the form was provided to the full board at the first meeting subsequent to the filing date. FORM 990, PART VI, SECTION B, LINE 12c The Foundation has adopted CHW's Conflicts of Interest Policy. The Foundation's Board is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the Conflicts of Interest Policy, an annual conflict of interest questionnaire, aimed at determining any family and business relationships and transactions or other transactions that may pose a potential conflict, is distributed to all covered persons (e.g., board members, officers and executive leadership, key employees). Covered persons are required to disclose real or potential conflicts at the time such conflicts arise. When an individual becomes a covered person and annually thereafter, each covered person is required to submit an updated disclosure statement and to sign a statement affirming that he/she: (1) has received a copy of the Conflicts of Interest Policy; (2) has read the Policy and understands said Policy; and (3) agrees to comply with all requirements of the Policy, including completing the conflicts of interest disclosure statement. The completed questionnaires are reviewed by CHW's Legal Department and any persons with actual or potential conflicts are informed via written communication. The procedures for addressing any conflict of interest include, but are not limited to, the following: (1) the conflicting interest is fully disclosed to the Board; (2) the interested person responds to factual questions related to the substance of the transaction or arrangement being considered, after which he/she shall leave the meeting; (3) the person with the conflict of interest is excluded from the discussion and approval of such transaction; (4) If warranted, alternatives to the proposed transaction are investigated, competitive bids or comparable valuations are obtained; (5) any conflicting issues during the course of a Board meeting which cannot be resolved are referred to the Governance Committee; and (6) the transaction or action must be approved by a majority of disinterested persons. All conflicts of interest, whether resolved or unresolved, are reported in the Foundation's Form 990. FORM 990, PART VI, SECTION B, LINE 15 Although the organization does not employ personnel, the Chief Executive Officer is compensated by Catholic Healthcare West (CHW). CHW's Compensation and Benefits department conducts an annual review and analysis to provide benchmarking data for the total compensation and benefits package of the Service Area Leader. Appropriate comparability data for similar jobs in peer companies (both taxable and tax-exempt) is obtained from independent third-party survey sources. FORM 990, PART VI, SECTION C, LINE 19 Federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection. The organization makes its consolidated financial statements available on its website and upon request. | |
| RECONCILIATION OF NET ASSETS | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS $ 8,503,432 uncollectible pledges receivable $ (570,982) change in value of split interest trusts $ 35,676 ROUNDING $ 2 --------------- TOTAL $ 7,968,128 | FORM 990, PART XI, LINE 5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Linda Hunt TITLE:DIRECTOR/SERVICE AREA LEADER HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mary Jane Crist TITLE:Ex Officio/CEO HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:John Peters TITLE:CFO HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ronald MIRENDA TITLE:EX-OFFICIO/CEO HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert D Hopkins TITLE:Vice President Fundraising HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Kathryn X Kramer TITLE:Vice President Fundraising HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Catherine C Menor TITLE:Director Communications HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Kathleen Norton TITLE:Vice President Fundraising HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Kelli K Smith TITLE:Vice President Operations HOURS:8 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Catholic Healthcare West dba St Joseph's | |||||||||
| 350 West Thomas Road | Phoenix | AZ | 85013 | 941196203 | Hospital | AZ | 501(C)(3) | 3 | na |
| St Joseph's Foundation | |||||||||
| 3110 N Central Avenue Suite 135 | Phoenix | AZ | 85012 | 942941245 | Support.org | AZ | 501(C)(3) | 11c | CHW |
| Congenital Heart Foundation | |||||||||
| 350 West Thomas Road | Phoenix | AZ | 85012 | 942941245 | Support.org | AZ | 501(C)(3) | 11c | CHW |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | 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 | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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