CHOC FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHOC FOUNDATION (EIN 95-6097416)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349306728
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T15:50:51-04:00 | 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 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | 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 | 956097416 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOC Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHOC | NameControl |
| Phone | 7149973000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 S Main Street | AddressLine1 |
| City | Orange | City |
| State | CA | State |
| ZIP Code | 928683874 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KERRI RUPPERT SCHILLER | Name |
| Title | senior vp/cfo | Title |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOC Children's Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | kimberly c cripe | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 s main street | AddressLine1 |
| City | orange | City |
| State | CA | State |
| ZIP Code | 928683874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 53159480 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.choc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORTING CLINICAL AND NONCLINICAL SERVICES, MEDICAL EDUCATION, RESEARCH AND ALLIED FIELDS OF PEDIATRICS AT CHILDREN'S HOSPITAL OF ORANGE COUNTY,CHILDREN'S HOSPITAL AT MISSION AND ITS AFFILIATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 25 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18351396 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 48406024 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 158334 | InvestmentIncomePriorYear |
| Investment Income Current Year | 607634 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18509730 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49013658 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7944697 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 41981317 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2338375 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2810348 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1063841 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3455802 | OtherExpensePriorYear |
| Other Expenses Current Year | 2682729 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13738874 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47474394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4770856 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1539264 | RevenuesLessExpensesCY |
| Total Assets BOY | 33261526 | TotalAssetsBOY |
| Total Assets EOY | 36350124 | TotalAssetsEOY |
| Total Liabilities BOY | 402336 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 711659 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32859190 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35638465 | NetAssetsOrFundBalancesEOY |
| Mission Description | CHOC FOUNDATION WAS FORMED TO HELP SUPPORT CLINICAL AND NONCLINICAL SERVICES, MEDICAL EDUCATION, RESEARCH AND ALLIED FIELDS OF PEDIATRICS AT CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHILDREN'S HOSPITAL AT MISSION AND TO SUPPORT ITS AFFILIATES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 41806136 | Expense |
| Grants | 41806136 | Grants |
| Revenue | 0 | Revenue |
| Description | Children's Hospital of Orange County - Provides specialized pediatric services for the care of children. During this year, there were 59,515 days of inpatient care; 54,553 Emergency room visits; 8,209 surgeries; 1,263 day health visits and 146,425 primary and specialty care clinic visits. Funds raised help to offset cost of services provided to indigent families. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 175181 | Expense |
| Grants | 175181 | Grants |
| Revenue | 0 | Revenue |
| Description | Children's Hospital at Mission - Funds support affiliated acute care pediatric hospital. Facility provides pediatric, neonatal, and care for emergency services. There were 9,203 inpatient care days; 17,337 Emergency room visits; 991 surgeries and 8,524 outpatient visits. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4069233 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | support of pediatric medical services, community education and safety. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 46050550 | 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 | true | 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 | true | 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 | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 25 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | 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 | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONALD NOBLE | NamePerson |
| Telephone Number | 7149973000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 S MAIN STREET | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928683874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY C CRIPE | ||||||||
| DIRECTOR / PRESIDENT | 4.0 | X | X | 0 | 1049159 | 73291 | ||
| JANET DAVIDSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CHRIS FURMAN | ||||||||
| DIRECTOR / CHAIR | 2.0 | X | X | 0 | 0 | 0 | ||
| CHRIS GRIFFITH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| EMILE HADDAD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MARILYN HESTER-ROBBINS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAY KEAR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| HEATHER MADDEN | ||||||||
| DIRECTOR / SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| MARK MOSES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SAM AURIEMMA | ||||||||
| DIRECTOR / VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| TERRY ADAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JERRY FLANNERY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL MUHONEN MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| robert WAGNER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| robert ALLISON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CHRISTINE BREN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DELPHINE LEE | ||||||||
| DIRECTOR / SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| ADRIENNE MATROS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| BARRY RYAN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KEN VENNER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| Allen Fazio | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| KERRI RUPPERT SCHILLER | ||||||||
| CFO / ASSISTANT SECRETARY | 4.0 | X | 0 | 563558 | 99342 | |||
| TANYA LIEBER | ||||||||
| VICE PRESIDENT | 40.0 | 252589 | 0 | 20070 | X | |||
| LOIS F AUGUSTINE | ||||||||
| DIRECTOR COMMUNITY RELATIONS | 40.0 | 106768 | 0 | 20048 | X | |||
| DOLORES M KORF | ||||||||
| DIRECTOR ANNUAL PROGRAMS | 40.0 | 109776 | 0 | 7582 | X | |||
| BETH BRADLEY | ||||||||
| SR. DIR. MAJOR GIFTS | 40.0 | 141951 | 0 | 5894 | X | |||
| Heather Inch-Desuta | ||||||||
| EXEC DIR FOUNDATION | 40.0 | 190257 | 0 | 13410 | X | |||
| PATRICE POIDMORE | ||||||||
| DIR. SPECIAL EVENTS&CORP COMM. | 40.0 | 132551 | 0 | 6764 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 933892 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1612717 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 246401 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | INTERSECTION STUDIO | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4120 MIchael Ave | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MARKETING | DescriptionOfServices |
| Compensation | 172800 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 4246145 | FundraisingEvents |
| All Other Contributions | 44159879 | AllOtherContributions |
| Noncash Contributions | 219523 | NoncashContributions |
| Total Contributions | 48406024 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 423050 | TotalRevenueColumn |
| Exclusion | $423,050 | 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 | 3398071 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3213487 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 184584 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184584 | TotalRevenueColumn |
| Exclusion | $184,584 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 932335 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 4246145 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 932335 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49013658 | TotalRevenueColumn |
| Exclusion | $607,634 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41981317 | Total |
| Program Services | 41981317 | 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 | 212531 | Total |
| Program Services | 70843 | ProgramServices |
| Management And General | 70844 | ManagementAndGeneral |
| Fundraising | 70844 | Fundraising |
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 | 2132458 | Total |
| Program Services | 1705966 | ProgramServices |
| Management And General | 106623 | ManagementAndGeneral |
| Fundraising | 319869 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32627 | Total |
| Program Services | 26102 | ProgramServices |
| Management And General | 1631 | ManagementAndGeneral |
| Fundraising | 4894 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278777 | Total |
| Program Services | 223021 | ProgramServices |
| Management And General | 13939 | ManagementAndGeneral |
| Fundraising | 41817 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153955 | Total |
| Program Services | 123164 | ProgramServices |
| Management And General | 7698 | ManagementAndGeneral |
| Fundraising | 23093 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1189697 | Total |
| Program Services | 951758 | ProgramServices |
| Management And General | 59485 | ManagementAndGeneral |
| Fundraising | 178454 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754 | Total |
| Program Services | 603 | ProgramServices |
| Management And General | 38 | ManagementAndGeneral |
| Fundraising | 113 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 33432 | Total |
| Management And General | 33432 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494471 | Total |
| Program Services | 395576 | ProgramServices |
| Management And General | 24724 | ManagementAndGeneral |
| Fundraising | 74171 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245677 | Total |
| Fundraising | 245677 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28568 | Total |
| Program Services | 22855 | ProgramServices |
| Management And General | 1428 | ManagementAndGeneral |
| Fundraising | 4285 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71060 | Total |
| Program Services | 56848 | ProgramServices |
| Management And General | 3553 | ManagementAndGeneral |
| Fundraising | 10659 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344375 | Total |
| Program Services | 275500 | ProgramServices |
| Management And General | 17219 | ManagementAndGeneral |
| Fundraising | 51656 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33100 | Total |
| Program Services | 26480 | ProgramServices |
| Management And General | 1655 | ManagementAndGeneral |
| Fundraising | 4965 | 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 | 6619 | Total |
| Management And General | 6619 | ManagementAndGeneral |
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 | 26822 | Total |
| Program Services | 21458 | ProgramServices |
| Management And General | 1341 | ManagementAndGeneral |
| Fundraising | 4023 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3262 | Total |
| Program Services | 2610 | ProgramServices |
| Management And General | 163 | ManagementAndGeneral |
| Fundraising | 489 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES | 172935 | 138348 | 8647 | 25940 |
| TAXES & LICENSES | 19279 | 15423 | 964 | 2892 |
| UNCOLLECTIBLE PLEDGES | 12678 | 12678 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47474394 | Total |
| Program Services | 46050550 | ProgramServices |
| Management And General | 360003 | ManagementAndGeneral |
| Fundraising | 1063841 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2783406 | BOY |
| EOY | 1279013 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17226105 | BOY |
| EOY | 6361886 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5470130 | BOY |
| EOY | 7114174 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64497 | BOY |
| EOY | 166909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 399099 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 257244 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161206 | BOY |
| EOY | 141855 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5311644 | BOY |
| EOY | 19529438 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2244538 | BOY |
| EOY | 1756849 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33261526 | BOY |
| EOY | 36350124 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130561 | BOY |
| EOY | 372159 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271775 | BOY |
| EOY | 339500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402336 | BOY |
| EOY | 711659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13060703 | BOY |
| EOY | 12516370 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9909368 | BOY |
| EOY | 12297740 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9889119 | BOY |
| EOY | 10824355 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32859190 | BOY |
| EOY | 35638465 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33261526 | BOY |
| EOY | 36350124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1539264 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1240011 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11954508 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15602800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13561991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18351396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48506024 | CurrentTaxYear |
| Total | 107976719 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11954508 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15602800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13561991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18351396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48506024 | CurrentTaxYear |
| Total | 107976719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 28928884 | AmountsSubstContributorsTotal |
| Public Support Total170 | 79047835 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1077030 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 556256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 479980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 423050 | CurrentTaxYear |
| Total | 2692218 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1087406 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1204491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 748754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 611425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 932335 | CurrentTaxYear |
| Total | 4584411 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 115253348 | TotalSupport |
| Public Support Pertcentage170 | 0.68586 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17504600 | BeginningOfYearBalance |
| Contributions | 1121168 | Contributions |
| Investment Earnings Or Losses | 1645508 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 384500 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19886776 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15437152 | BeginningOfYearBalance |
| Contributions | 2824539 | Contributions |
| Investment Earnings Or Losses | 127384 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3247 | OtherExpenditures |
| Administrative Expenses | 881228 | AdministrativeExpenses |
| End Of Year Balance | 17504600 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14147708 | BeginningOfYearBalance |
| Contributions | 1358552 | Contributions |
| Investment Earnings Or Losses | 27794 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 91902 | OtherExpenditures |
| Administrative Expenses | 5000 | AdministrativeExpenses |
| End Of Year Balance | 15437152 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.42280 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54430 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03290 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 150403 | OtherCostOrOtherBasis |
| Depreciation | 50317 | Depreciation |
| Book Value | 100085 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 248696 | OtherCostOrOtherBasis |
| Depreciation | 206926 | Depreciation |
| Book Value | 41770 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 141855 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO AFFILIATES | Description |
| Amount | $339,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 339500 | TotalOfAmounts |
| Total Revenue | 49013658 | TotalRevenue |
| Total Expenses | 47474394 | TotalExpenses |
| Excess Or Deficit For Year | 1539264 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1037950 | NetUnrealizedGLOnInvestments |
| Other | $202,061 | OtherAmount |
| Total Adjustments | 1240011 | TotalAdjustments |
| Excess Or Deficit Per FS | 2779275 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50353669 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1037950 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 100000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 202061 | OtherRevenues |
| Revenue Not Rptd F990 | 1340011 | RevenueNotRptdF990 |
| Revenue Subtotal | 49013658 | RevenueSubtotal |
| Total Revenue Per Form990 | 49013658 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 47574394 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 100000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 100000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47474394 | ExpensesSubtotal |
| Total Expenses Per Form990 | 47474394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGNAIZATION'S MANAGEMENT TO EVALUATE TAX POSITION TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTIAN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | |
| other changes in net assets | change in value of split-interest agreements - $ 202,061. | part XI, line 8 & Part XII, line 2d |
| Schedule D, Part V, Line 4 | The endowment fund is used for hospital programs and charity care including research and treatment of children's diseases and disorders. |
Schedule G IRS990ScheduleG
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | none | NameOfIndividual |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHOC WALK | NameOfEvent1 |
| Gross Receipts Event1 | 2110690 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1859642 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 251048 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 21533 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 72000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7698 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 149817 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GUILD EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 1174543 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1092695 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 81848 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 81848 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1893247 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1293808 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 599439 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 7565 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 128812 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 32607 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 12625 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 417830 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 5178480 | GrossReceiptsTotal |
| Charitable Contributions Total | 4246145 | CharitableContributionsTotal |
| Gross Revenue Total Events | 932335 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 29098 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 200812 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 40305 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12625 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 649495 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 932335 | DirectExpenseSummaryEvents |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | ||||||||||
| 455 SOUTH MAIN STREET | ORANGE | CA | 928683874 | 952321786 | 501(c)(3) | 41806136 | 0 | n/a | n/a | HOSPITAL OPERATIONS AND CHARITABLE CARE |
| CHILDREN'S HOSPITAL AT MISSION | ||||||||||
| 455 SOUTH MAIN STREET | ORANGE | CA | 928683874 | 330528802 | 501(c)(3) | 175181 | 0 | n/a | n/a | HOSPITAL OPERATIONS AND CHARITABLE CARE |
| 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 | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS - PART I, LINE 1 | Identifier |
| Explanation | CHOC Foundation receives contributions on behalf of CHOC and Children's Hospital at Mission, both affiliated 501(c)(3) organizations. Donations are generally restricted or designated by donors for various purposes at inception. The funds are then distributed to the appropriate organization according to donor stipulations for medical programs or for the new tower construction as designated. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY C CRIPE | |||||||||||||
| 0 | 710811 | 0 | 169688 | 0 | 168660 | 0 | 54579 | 0 | 18712 | 0 | 1122450 | 0 | 0 |
| KERRI RUPPERT SCHILLER | |||||||||||||
| 0 | 419474 | 0 | 80404 | 0 | 63680 | 0 | 80630 | 0 | 18712 | 0 | 662900 | 0 | 0 |
| TANYA LIEBER | |||||||||||||
| 216079 | 0 | 0 | 0 | 36510 | 0 | 5575 | 0 | 14495 | 0 | 272659 | 0 | 0 | 0 |
| Heather Inch-Desuta | |||||||||||||
| 173506 | 0 | 5000 | 0 | 11751 | 0 | 4184 | 0 | 9226 | 0 | 203667 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Line 4a | Some of the organization's personnel listed on form 990 Part VII and Schedule J participate in a separation arrangement that provides for a portion of the employee's annual salary based on their position in the organization. For the senior executive level, the amount is based on years of service up to a maximum number of months. Unpaid severance under the separation agreements for current key employees were reported at their full value in a previous tax year. |
| Compensation from an Affiliated Organization | KIMBERLY CRIPE IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CHOCO REALTY CORPORATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL 501(C)(3) AFFILIATES). MS. CRIPE DEVOTES APPROXIMATELY 10% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS affairs. KERRI RUPPERT SCHILLER IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA(CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CHOCO REALTY CORPORATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL 501(C)(3) AFFILIATES). MS. SCHILLER DEVOTES APPROXIMATELY 10% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS affairs. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - PART I, LINE 4b | Children's Hospital of Orange County (CHOC or the Company) established a nonqualified deferred compensation plan effective January 1, 2010 in which certain individuals listed on the form 990, Part VII and Schedule J are participants. Under the established Supplemental Executive Retirement Plan (the Plan) for each Plan year that begins prior to the participant's cash date, CHOC shall create a new SERP account on its books for the Participant and shall credit to such account at times specified. The participants of the plan are general creditors of the company. The participant's SERP account shall be utilized solely as a device for the measurement and determination of the amounts to be paid to the participant under this plan. The participant is entitled to his/her SERP benefit amount upon the earliest of (1) remaining employed with the Company to the third anniversary of the first day of the Plan Year for which the SERP account was created; (2) remaining employed with the Company to the Participant's 60th birthday; (3) remaining employed with the Company to the date the Participant has both attained at least age 55 and has completed at least 10 years of service; (4) disability; (5) involuntary separation from service without reasonable cause; (6) voluntary separation from service for good reason or (7) death. The following individual received payments from the Plan during calendar year 2010: Ms. Cripe ($100,765). As stated in previous filings, in December 2008, the CHOC Executive Compensation Committee dissolved the previous non-qualified retirement plan and all assets were disbursed involuntarily to the participants. The following individuals listed on Schedule J received payments from the dissolution of the plan in calendar 2010, which are included as a component of the amount reported on Schedule J, Part II, column B: Ms. Schiller ($11,923). |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | chad lieber | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | family member of key emp. | Relationship |
| Amount Of Transaction | 101278 | AmountOfTransaction |
| Description Of Transaction | payment of compensation | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14279 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REsale VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 205244 | 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 | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE M, PART I, LINE 32A | The Foundation utilizes the services of an independent third party stockbroker to sell securities received as donations. |
| SCHEDULE M, PART I, COLUMN B | THE NUMBER LISTED IN PART I, LINE 9 COLUMN (B) WAS DETERMINED BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Information Regarding Common Paymaster | Form 990, Part I, Line 5 and Part V, Line 2 | Children's Hospital of Orange County (CHOC) acts as a common paymaster, issuing forms W-2 and 1099 on behalf of CHOC Foundation. CHOC Foundation has 25 employees, however because of the common paymaster arrangement resulting in the Forms W-2 being issued under CHOC's employer identification number, there are no W-2s issued directly by CHOC Foundation. |
| members or stockholders | Form 990, Part VI, Section A, Line 6 | The sole member of CHOC Foundation is Children's HealthCare of California (CHC). |
| persons who may elect members of the governing body | Form 990, Part VI, Section A, Line 7a | Directors of CHOC Foundation shall be elected annually by the Member, based on the nomination(s) provided by CHOC Foundation'S Board of Directors. |
| the governing body's decisions subject to approval | Form 990, Part VI, Section A, Line 7b | The approval of the Member shall be required with respect to any of the following actions: (1) Changing the purposes and powers of CHOC Foundation; (2) Obligating CHOC Foundation to undertake any capital expenditure in excess of $1,000,000; (3) Adopting CHOC Foundation's annual operating and capital budgets; (4) Adopting a long-term capital budget; (5) Buying, selling, leasing, mortgaging, pledging, or otherwise hypothecating any real property; (6) Incurring any indebtedness in excess of $1,000,000; (7) Obligating CHOC Foundation to act as guarantor with respect to any debt of any person or other entity; (8) Accepting any donation which is conditioned upon CHOC Foundation's undertaking any unbudgeted capital expenditure in excess of $1,000,000 or any unbudgeted expenditure in excess of $1,000,000; (9) Entering into any contract which involves any of the following: (a) any financial obligation on the part of CHOC Foundation in an amount in excess of $1,000,000, (b) any purpose or activity which is outside the scope of CHOC Foundation's ordinary course of business, or (c) a term in excess of five years (unless the contract is terminable at will); (10) involving CHOC Foundation in any merger, acquisition, corporate restructuring, or formal affiliation; (11) Involving CHOC Foundation as a member, shareholder, or partner in any new corporation, partnership, or other legal entity; (12) Dissolving CHOC Foundation; (13) Entering into any transaction involving the sale, lease, conveyance, exchange, transfer or other disposition of all or substantially all of CHOC Foundation's assets; (14) Amending CHOC Foundation's articles of Incorporation; (15) Adopting new bylaws or amending existing bylaws, in the event that such action would affect any of the Member's rights under the bylaws or as provided by applicable law. |
| PROCESS OF REVIEW | Form 990, Part VI, Section B, Line 11A | Prior to filing, the tax return and related schedules are provided to the Executive Compensation Committee, an empowered board committee delegated with this authority. The Chief Financial Officer reviews the report with the committee prior to filing the final return. Prior to the filing of the form 990 with the Internal Revenue Service, a complete copy of the final form 990 is also sent electronically to all board members. |
| MONITORNING AND ENFORCING COMPLIANCE OF CONFLICT INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | The Compliance Officer is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the conflict 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 (i.e., board members, officers and executive leadership). Covered persons are required to disclose real or potential conflicts at the time when such conflicts arise. When an individual becomes a covered person and annually thereafter, each covered person is required to sign a statement affirming that he/she: (1)has received a copy of the Conflict of Interest Policy and understands said policy; (2)has read the policy and understands said policy; and (3)agrees to comply with all requirements of the policy, including completing the conflict of interest questionnaire. The completed questionnaires are reviewed by the Compliance Officer and any persons with actual or potential conflicts are contacted via written communication. The procedures for addressing any conflict of interest may include but are not limited to the following: (1)the conflicting interest is fully disclosed to the Board of Directors; (2)the interested person responds to factual questions related to the conflict, the substance of the transaction or the arrangement being considered; (3)the person with the conflict of interest is excluded from any discussion or approval of such transaction; (4)if applicable alternatives to the proposed transaction are investigated, competitive bids or comparable valuations are obtained; and (5)the transaction or action must be approved by a majority of disinterested persons. |
| PROCESS OF DETERMINING COMPENSATION OF THE CEO AND OFFICERS | FORM 990, PART VI, SECTION B, LINE 15 | Line 15A - Compensation Determination Process - Top Management Official: An independent Board committee, charged with the duties of the compensation committee, whose members are disinterested and independent, is in place with a written compensation committee charter. This committee annually retains an independent healthcare compensation firm to provide relevant comparability data and other compensation studies. The officers and executive management salaries and incentives, as well as overall compensation philosophy and policies, are discussed with the independent consultant representatives and the compensation committee members, in person, in executive sessions with no staff members present. All comparative salary data is well documented and there are minutes from these meetings that document the members present and voting, the comparative data used and the deliberations and decisions of the committee. The results and recommendations from the committee are shared in an executive session with the board of directors. Line 15B - Compensation Determination Process - Other Officers and Key Employees: The Organization has no other officers or key employees. Kimberly C. Cripe and Kerri Ruppert Schiller are employees of Children's Healthcare of California (CHC) and are compensated by CHC. An independent Board Committee of CHC charged with the duties of the compensation committee, whose members are disinterested and independent, is in place with a written compensation committee charter. This Committee annually retains an independent healthcare compensation firm to provide relevant comparability data and other compensation studies. The officers and key employees of CHC salaries and incentives, as well as overall compensation philosophy and policies, are discussed with the independent consultant representatives and the compensation committee members, in person, in closed sessions with no staff members present. All comparative salary data is well documented and there are minutes from these meetings that document the members present and voting, the comparative data used and the deliberations and decisions of the committee. The results and recommendations from the committee are shared in a closed session with the Board of Directors. |
| disclosure copy - FORM 990, PART VI, SECTION C, LINE 19 | While 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 financial statements available upon request. | |
| Form 990, Part XI, Line 5 | Unrealized Gains $ 1,037,950 Change in value of Split-Interest Agreement $ 202,061 ------------ Total change in Net Assets $ 1,240,011 | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KIMBERLY C. CRIPE TITLE:DIRECTOR / PRESIDENT HOURS:36 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JANET DAVIDSON TITLE:DIRECTOR HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAY KEAR TITLE:DIRECTOR HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SAM AURIEMMA TITLE:DIRECTOR / VICE CHAIR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Allen Fazio TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KERRI RUPPERT SCHILLER TITLE:CFO / ASSISTANT SECRETARY HOURS:36 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HEALTHCARE OF CALIFORNIA(CHC) | |||||||||
| 455 S MAIN STREET | ORANGE | CA | 928683874 | 330265266 | HEALTH CARE | CA | 501(C)(3) | 7 | NA |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | |||||||||
| 455 S MAIN STREET | ORANGE | CA | 928683874 | 952321786 | HEALTH CARE | CA | 501(C)(3) | 3 | CHC |
| CHILDREN'S HOSPITAL AT MISSION | |||||||||
| 455 S MAIN STREET | ORANGE | CA | 926863874 | 330528802 | HEALTH CARE | CA | 501(C)(3) | 3 | CHC |
| CRC REAL ESTATE CORPORATION | |||||||||
| 455 S MAIN STREET | ORANGE | CA | 928683874 | 330612565 | real estate | CA | 501(C)(3) | 11a | CHC |
| CHOCO REALTY CORPORATION | |||||||||
| 455 S MAIN STREET | ORANGE | CA | 928683874 | 330011853 | real estate | CA | 501(C)(3) | 11A | CHC |
| choc Thrift Stores Inc | |||||||||
| 455 S MAIN STREET | orange | CA | 928683874 | 330266422 | fund raising | CA | 501(C)(3) | 9 | CHC |
| 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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