MONTAGE HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONTAGE HEALTH (EIN 94-2789696)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349304752
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T17:00:22-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942789696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8316245311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX HH | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93942 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA ZEHM | Name |
| Title | VP AND CEO | Title |
| Phone | 8316245311 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL P WALTON | Name |
| PTIN | P00017550 | PTIN |
| Phone | 4157834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN PACKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX HH | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40151674 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHOMP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT SERVICES TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA AND ITS AFFILIATES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 1040 | TotalNbrVolunteers |
| Total Gross UBI | 44987 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 97309 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 37229466 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36133925 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2173409 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3063347 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 940063 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35056057 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40137335 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5938831 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7060991 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49600 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 51200 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4864827 | OtherExpensePriorYear |
| Other Expenses Current Year | 5452076 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10853258 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12564267 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24202799 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27573068 | RevenuesLessExpensesCY |
| Total Assets BOY | 220983492 | TotalAssetsBOY |
| Total Assets EOY | 215486004 | TotalAssetsEOY |
| Total Liabilities BOY | 28491656 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5472958 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 192491836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 210013046 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SUPPORT SERVICES TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA AND ITS AFFILIATES | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7844968 | Expense |
| Grants | 6775279 | Grants |
| Description | COMMUNITY HOSPITAL FOUNDATION (CHF) DONATES FUNDS TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA, COMMUNITY HOSPITAL ENDOWMENTS, AND PENINSULA PRIMARY CARE FOR THE PURCHASE OF BUILDINGS AND EQUIPMENT, SPONSORED CARE, PROVIDING PRIMARY CARE ACCESS FOR THE COMMUNITY, AND OTHER CHARITABLE PURPOSES. | Description |
| Total Program Service Expense | 7844968 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOMP FINANCIAL SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8316245311 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23845 WR HOLMAN HWY 105 | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| FRANK C AMATO | ||||||
| CHAIR | 14.00 | X | 0 | 0 | 0 | |
| CARSBIA W ANDERSON JR | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| LAURIE M BENJAMIN | ||||||
| SECRETARY | 4.00 | X | 0 | 0 | 0 | |
| SHELLEY POST | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| JAMES J DIDION | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| H JAMES GRIGGS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| ROBERT KAVNER | ||||||
| VICE CHAIR | 6.00 | X | 0 | 0 | 0 | |
| ANN O'NEILL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM W LEWIS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| STEVEN PACKER MD | ||||||
| PRESIDENT/CEO/TRUSTEE | 55.00 | X | 0 | 837446 | 76446 | X |
| GLEN HINER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RICHARD KANAK MD | ||||||
| TRUSTEE | 3.00 | X | 1163 | 50565 | 0 | |
| STEPHEN SCHULTE | ||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |
| DONALD GOLDMAN MD | ||||||
| TRUSTEE | 2.00 | X | 51200 | 761 | 0 | |
| JOHN MAHONEY | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| JANE PANATTONI | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LAURA ZEHM | ||||||
| VICE PRESIDENT/CFO | 55.00 | 0 | 465440 | 44236 | X | |
| ANTHONY CHAVIS MD | ||||||
| VICE PRESIDENT | 55.00 | 0 | 437858 | 36663 | X | |
| TERRIL LOWE | ||||||
| VICE PRESIDENT | 55.00 | 0 | 323805 | 28445 | X | |
| CYNTHIA PECK | ||||||
| VICE PRESIDENT | 55.00 | 0 | 355900 | 29065 | X | |
| TIM NYLEN | ||||||
| VICE PRESIDENT | 55.00 | 0 | 319310 | 17003 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 52363 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2791085 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 231858 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 30414204 | RelatedOrganizations |
| All Other Contributions | 5719721 | AllOtherContributions |
| Noncash Contributions | 639052 | NoncashContributions |
| Total Contributions | 36133925 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3063799 | TotalRevenueColumn |
| Unrelated Business Revenue | 44987 | UnrelatedBusinessRevenue |
| Exclusion | $3,018,812 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13887 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14339 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -452 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -452 | TotalRevenueColumn |
| Exclusion | -$452 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING REVENU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 940063 | TotalRevenueColumn |
| Related Or Exempt Function Income | 940063 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 940063 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40137335 | TotalRevenueColumn |
| Related Or Exempt Function Income | 940063 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 44987 | UnrelatedBusinessRevenue |
| Exclusion | $3,018,360 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6775279 | Total |
| Program Services | 6775279 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285712 | Total |
| Program Services | 285712 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51200 | Total |
| Program Services | 51200 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49952 | Total |
| Management And General | 49952 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149704 | Total |
| Management And General | 149704 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7566 | Total |
| Management And General | 7566 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102115 | Total |
| Management And General | 102115 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3072 | Total |
| Management And General | 3072 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81700 | Total |
| Management And General | 81700 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| FUNDRAISING EXPENSES | 2359796 | 2359796 |
| PURCHASED SERVICES | 902042 | 902042 |
| INFORMATION TECHNOLOGY | 616096 | 616096 |
| MISCELLANEOUS EXPENSES | 442756 | 442756 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737277 | Total |
| Program Services | 732777 | ProgramServices |
| Management And General | 4500 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12564267 | Total |
| Program Services | 7844968 | ProgramServices |
| Management And General | 4719299 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658815 | BOY |
| EOY | 1104203 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5436433 | BOY |
| EOY | 3738206 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216128 | BOY |
| EOY | 5342 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 981028 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 503035 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394 | BOY |
| EOY | 477993 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45003973 | BOY |
| EOY | 76870316 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76779733 | BOY |
| EOY | 106349511 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92888016 | BOY |
| EOY | 26936758 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220983492 | BOY |
| EOY | 215486004 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089878 | BOY |
| EOY | 65628 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27401778 | BOY |
| EOY | 5407330 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28491656 | BOY |
| EOY | 5472958 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179454385 | BOY |
| EOY | 188461941 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13037451 | BOY |
| EOY | 21551105 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192491836 | BOY |
| EOY | 210013046 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220983492 | BOY |
| EOY | 215486004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 27573068 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10051858 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25836999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14699160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32390271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37229466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36133925 | CurrentTaxYear |
| Total | 146289821 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25836999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14699160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32390271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37229466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36133925 | CurrentTaxYear |
| Total | 146289821 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 184507 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 379235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274011 | CurrentTaxYear |
| Total | 1195461 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 184507 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 379235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274011 | CurrentTaxYear |
| Total | 1195461 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 145094360 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5064799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3419154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2041325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5464582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2763105 | CurrentTaxYear |
| Total | 18752965 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5064799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3419154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2041325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5464582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2763105 | CurrentTaxYear |
| Total | 18752965 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30901798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18118314 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34431596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42694048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38897030 | CurrentTaxYear |
| Total | 165042786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87910 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.11360 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.14450 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | TRANSFER TO A RELATED ORG | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117576150 | BeginningOfYearBalance |
| Contributions | 1159479 | Contributions |
| Investment Earnings Or Losses | -2633812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 587712 | GrantsOrScholarships |
| Other Expenditures | 7938734 | OtherExpenditures |
| Administrative Expenses | 508337 | AdministrativeExpenses |
| End Of Year Balance | 107067034 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117153996 | BeginningOfYearBalance |
| Contributions | 743319 | Contributions |
| Investment Earnings Or Losses | 10992799 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 592593 | GrantsOrScholarships |
| Other Expenditures | 10168730 | OtherExpenditures |
| Administrative Expenses | 552641 | AdministrativeExpenses |
| End Of Year Balance | 117576150 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103891764 | BeginningOfYearBalance |
| Contributions | 884235 | Contributions |
| Investment Earnings Or Losses | 16500441 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 434917 | GrantsOrScholarships |
| Other Expenditures | 3063403 | OtherExpenditures |
| Administrative Expenses | 624124 | AdministrativeExpenses |
| End Of Year Balance | 117153996 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 167622787 | BeginningOfYearBalance |
| Contributions | 696323 | Contributions |
| Investment Earnings Or Losses | -57735467 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 591500 | GrantsOrScholarships |
| Other Expenditures | 5396154 | OtherExpenditures |
| Administrative Expenses | 704225 | AdministrativeExpenses |
| End Of Year Balance | 103891764 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.63000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 306362 | OtherCostOrOtherBasis |
| Book Value | 306362 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 674666 | OtherCostOrOtherBasis |
| Depreciation | 503035 | Depreciation |
| Book Value | 171631 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 477993 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS - OTHER SECURITIES | Description |
| Book Value | 106349511 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 106349511 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM RELATED CORP | 666777 |
| AUXILIARY | 477940 |
| OTHER ASSETS | 19780799 |
| ANNUITY INVESTMENTS | 2033692 |
| ASSETS HELD IN REMAINDER TRUSTS | 2902550 |
| REAL PROPERTY | 1075000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 26936758 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO RELATED ORGS | $1,743,422 |
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $1,455,697 |
| LIABILITIES UNDER TRUST AGREEMENTS | $1,728,963 |
| AUXILIARY | $477,940 |
| DEFERRED COMPSENSATION PAYABLE | $1,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5407330 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | COLLECTIONS ARE RECEIVED BY THE FOUNDATION AND THEN TRANSFERRED TO A RELATED ORGANIZATION FOR PUBLIC EXHIBTION. | |
| PART V, LINE 4: | PEER REVIEW, QUALITY IMPROVEMENT, CREDENTIALING OPERATIONS OF COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA MEDICAL STAFF | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | INVESTMENT IN PARTNERSHIP | TypeOfActivitiesConducted |
| Total Expenditures | 1786916 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1786916 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1786916 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | ||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 940760193 | 501(C)(3) | 4544795 | CASH VALUE | GENERAL OPERATIONS/TRANSFER TO A RELATED ORGANIZATION |
| COMMUNITY HOSPITAL ENDOWMENTS | ||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795423 | 501(C)(3) | 1070553 | CASH VALUE | GENERAL OPERATIONS |
| PENINSULA PRIMARY CARE | ||||||||
| 275 THE CROSSROADS SUITE A | CARMEL | CA | 93923 | 264826604 | 501(C)(3) | 1892057 | CASH VALUE | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 105 | NumberOfRecipients |
| Amount Of Cash Grant | 292262 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FOR COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA,COMMUNITY HOSPITAL ENDOWMENTS, AND PENINSULA PRIMARY CARE, ACTUAL EXPENDITURES ARE REVIEWED AND APPROVED BEFORE TRANSFERRING THE GRANT PROCEEDS. FOR SCHOLARSHIPS, A REPORT LISTING ALL THE RECEIPIENTS AND AMOUNTS ARE REQUIRED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | |||||||||||||
| 0 | 593483 | 0 | 197102 | 0 | 46861 | 0 | 76446 | 0 | 0 | 0 | 913892 | 0 | 0 |
| LAURA ZEHM | |||||||||||||
| 0 | 362434 | 0 | 73510 | 0 | 29496 | 0 | 44236 | 0 | 0 | 0 | 509676 | 0 | 0 |
| ANTHONY CHAVIS MD | |||||||||||||
| 0 | 368182 | 0 | 47357 | 0 | 22319 | 0 | 36663 | 0 | 0 | 0 | 474521 | 0 | 0 |
| TERRIL LOWE | |||||||||||||
| 0 | 260979 | 0 | 41795 | 0 | 21031 | 0 | 28445 | 0 | 0 | 0 | 352250 | 0 | 0 |
| CYNTHIA PECK | |||||||||||||
| 0 | 291879 | 0 | 52735 | 0 | 11286 | 0 | 29065 | 0 | 0 | 0 | 384965 | 0 | 0 |
| TIM NYLEN | |||||||||||||
| 0 | 257042 | 0 | 36050 | 0 | 26218 | 0 | 17003 | 0 | 0 | 0 | 336313 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | PART 1, LINE 1A: TRAVEL FOR COMPANIONS - EXECUTIVES ARE REIMBURSED FOR COMPANION TRAVEL WHEN APPLICABLE. COACH AIRFARE AND MEALS ARE REIMBURSABLE. THE VALUE IS REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - CERTAIN EXECUTIVE FRINGE BENEFITS ARE GROSSED UP. THE VALUE IS REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - CERTAIN EXECUTIVES ARE OFFERED AN EQUITY HOME SHARE OPTION WHEREBY THE HOSPITAL OWNS HALF OF THE EXECUTIVE'S RESIDENCE. THE PURPOSE OF THIS IS TO ASSIST THE EXECUTIVE WITH BUYING A HOME IN THIS EXPENSIVE AREA. THE COST OF REAL ESTATE IS OFTEN A BARRIER TO RECRUITMENT IN MONTEREY. THE VALUE IS REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - CERTAIN CLUB DUES ARE PAID ON BEHALF OF CERTAIN EXECUTIVES. THE VALUE IS REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2. PART II, COLUMN (B)(III): AMOUNTS INCLUDE OTHER REPORTABLE COMPENSATION RELATED TO BENEFIT CASH OUTS AND SEVERANCE PAY | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION HIRES OR USES REAL ESTATE AGENTS, BROKERS, AND OTHERS TO SOLICIT, PROCESS, OR SELL NON-CASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS FORM 990 AND ELECTRONIC COPIES ARE SENT TO ALL BOARD OF TRUSTEES PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION USES SELF DISCLOSURE TO REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE OFFICERS' COMPENSATION. A CONSULTING FIRM IS ENGAGED TO PROVIDE COMPARABLE DATA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE AND ANOTHER'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED GAIN (LOSS) -10,051,858. TOTAL TO FORM 990, PART XI, LINE 5: -10,051,858. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2 | THE FINANCIAL STATEMENTS OF THE ORGANIZATION WERE AUDITED BY AN INDEPENDENT ACCOUNTANT AND WERE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AS REQUIRED BY GAAP. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY PRACTICE RESOURCES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23625 HOLMAN HIGHWAY | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272154105 | EIN |
| Primary Activities | MANAGEMENT SERVICES | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 68603 | TotalIncome |
| EOY Assets | 642111 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 940760193 | HEALTHCARE SERVICES | CA | 501(C)(3) | 3 | N/A | 0 |
| COMMUNITY HOSPITAL PROPERTIES | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795922 | SUPPORT SERVICES | CA | 501(C)(3) | 11 TYPE I | N/A | 0 |
| COMMUNITY HOSPITAL ENDOWMENTS | ||||||||||
| PO BOX HH | MONTEREY | CA | 93942 | 942795423 | SUPPORT SERVICES | CA | 501(C)(3) | 11 TYPE I | N/A | 0 |
| PENINSULA PRIMARY CARE | ||||||||||
| PO BOX HH | MONTEREY | CA | 94942 | 264826604 | HEALTHCARE SERVICES | CA | 501(C)(3) | 3 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYPRESS MEDICAL NETWORK INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX HH | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93942 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770438780 | EIN |
| Primary Activity | MEDICAL SERVICES | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments