SAN DIEGO HOSPICE CORPORATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO HOSPICE CORPORATION (EIN 95-3125765)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349307349
- Schema version
- 2010v3.4
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T17:36:27-05:00 | 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 | AKT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 S JUNIPER STREET SUITE 100 | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | 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 | 953125765 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HOSPICE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6196881600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4311 THIRD AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN JONES | Name |
| Title | COO/CFO | Title |
| Phone | 6196881600 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA A ROMERO | Name |
| Phone | 7607461560 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| 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 | SD HOSPICE & INST PAL MED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN JONES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4311 THIRD AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 82772913 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SDHOSPICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SUPPORT, ASSISTANCE AND EDUCATION TO TERMINALLY ILL PERSONS AND THEIR FAMILIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 978 | TotalNbrEmployees |
| Total Nbr Volunteers | 718 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6042087 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6152248 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 70521448 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 76603520 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7658 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17145 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 76571193 | TotalRevenuePriorYear |
| Total Revenue Current Year | 82772913 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 98250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 167452 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51034814 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 56292332 | 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 | 25120255 | OtherExpensePriorYear |
| Other Expenses Current Year | 26847753 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 76253319 | TotalExpensesPriorYear |
| Total Expenses Current Year | 83307537 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 317874 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -534624 | RevenuesLessExpensesCY |
| Total Assets BOY | 23105018 | TotalAssetsBOY |
| Total Assets EOY | 20502216 | TotalAssetsEOY |
| Total Liabilities BOY | 11851567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9783389 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11253451 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10718827 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE PROFESSIONAL SUPPORT, PRACTICAL ASSISTANCE AND EDUCATION TO TERMINALLY ILL PERSONS, MEMBERS OF THEIR FAMILIES AND SIGNIFICANT OTHERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 74877011 | Expense |
| Grants | 167452 | Grants |
| Revenue | 76603520 | Revenue |
| Description | FOUNDED IN 1977, SAN DIEGO HOSPICE AND THE INSTITUTE FOR PALLIATIVE MEDICINE (SDHIPM) WAS THE FIRST HOSPICE PROGRAM ESTABLISHED IN THE SAN DIEGO AREA. OUR MISSION CENTERS ON RELIEVING PAIN AND SUFFERING, INCLUDING PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL PAIN EXPERIENCED DURING SERIOUS ILLNESS OR AT THE END OF LIFE. THROUGH IMPECCABLE QUALITY OF SERVICES TO PATIENTS AND THEIR LOVED ONES, AS WELL AS PROVIDING PROFESSIONAL EDUCATION TO CLINICIANS AT OUR WORLD-RENOWNED INSTITUTE FOR PALLIATIVE MEDICINE, SDHIPM SEEKS TO CHANGE FOR THE BETTER THE WAY PEOPLE FACE DEATH AND DYING.SDHIPM SERVES PEOPLE OF ALL AGES ACROSS THE ENTIRE SAN DIEGO COUNTY REGION. WE CARE FOR NEARLY 1,200 PATIENTS A DAY IN THEIR HOMES, ACUTE-CARE SETTINGS, LONG-TERM CARE FACILITIES AND THROUGH OUR INPATIENT CARE CENTER, THE ONLY FREE-STANDING HOSPICE HOSPITAL IN CALIFORNIA. COMMUNITY EVENTS SPONSORED BY SDHIPM EDUCATE MORE THAN 78,000 PEOPLE EACH YEAR. SDHIPM'S INSTITUTE FOR PALLIATIVE MEDICINE (THE INSTITUTE) IS THE PREEMINENT PROVIDER OF PROFESSIONAL EDUCATION IN PALLIATIVE MEDICINE AND THE WORLD LEADER IN PALLIATIVE MEDICINE RESEARCH. THE INSTITUTE HAS PLAYED A MAJOR ROLE IN ESTABLISHING THE GLOBAL GROUNDWORK FOR EDUCATION AND RESEARCH IN PALLIATIVE MEDICINE, AS WELL AS INTEGRATING PALLIATIVE MEDICINE INTO HEALTHCARE SYSTEMS SUCH AS HOSPITALS AND LONG-TERM-CARE FACILITIES. THE INSTITUTE'S CENTER FOR ADVANCED LEARNING TRAINS MORE THAN 3,400 CLINICIANS (PHYSICIANS, NURSES, SOCIAL WORKERS, PHARMACISTS AND CLERGY) FROM AROUND THE WORLD EACH YEAR IN PALLIATIVE CARE. THE INSTITUTE'S PHYSICIAN FELLOWSHIP PROGRAM IS THE LARGEST IN THE U.S., WITH BOTH U.S. FELLOWS AND FELLOWS FROM DEVELOPING COUNTRIES. THE INSTITUTE'S CENTER FOR RESEARCH COMPLETED 5 STUDIES DURING THE YEAR AND HAS 40 ACTIVE STUDIES FUNDED BY THE NATIONAL INSTITUTE FOR HEALTH OR PRIVATE FOUNDATIONS. SDHIPM'S CENTER FOR GRIEF CARE AND EDUCATION IS A RESOURCE OFFERING EMOTIONAL SUPPORT AND EDUCATION ABOUT GRIEF, LOSS AND CHANGE BEFORE AND AFTER A DEATH. OUR GRIEF AND BEREAVEMENT SERVICES ANNUALLY REACH OVER 9,500 INDIVIDUALS OF ALL AGES. OUR CENTER FOR GRIEF CARE AND EDUCATION EDUCATES AND EMPLOYS HIGHLY TRAINED THERAPISTS THAT OFFER A VARIETY OF INDIVIDUALIZED SERVICES USING VARIOUS THERAPEUTIC MODALITIES, WITH INDIVIDUALS, FAMILIES, GROUPS, AND THROUGH WORKSHOPS AND SPECIALIZED CHILDREN'S PROGRAMS.SDHIPM'S COMPREHENSIVE CASE MANAGEMENT PROGRAMS (CCMP) FOCUS ON HELPING PEOPLE OF ALL AGES WHO ARE LIVING WITH LONG-TERM ILLNESSES. WE BRING THEM EMOTIONAL AND PRACTICAL SUPPORT THAT HELPS THEM MAINTAIN THEIR INDEPENDENCE, MANAGE THEIR LIVES, AND DEAL WITH THE CHALLENGES THEY FACE DAILY. SERVICES PROVIDED BY CCMP ARE MADE POSSIBLE BY STATE AND FEDERAL FUNDS THROUGH STATE WAIVER PROGRAMS, AND THERE ARE NO OUT-OF-POCKET EXPENSES FOR ANY OF OUR CLIENTS. CCMP INCLUDES OUR HIV/AIDS CASE MANAGEMENT PROGRAM WHERE WE COORDINATE DAILY LIVING ISSUES FOR CLIENTS THAT ARE MEDICAL, LEGAL, FINANCIAL, HOUSING AND TRANSPORTATION RELATED, AS WELL AS PROVIDE EDUCATION TO THEM IN MANAGING THEIR DISEASE. CCMP ALSO INCLUDES OUR PARTNERS FOR CHILDREN PROGRAM, A PEDIATRIC PALLIATIVE CARE STATE WAIVER PROGRAM APPROVED IN OCTOBER OF 2009, WHICH OFFERS SERVICES TO CHILDREN IN NEED. THIS PROGRAM PROVIDES PALLIATIVE CASE MANAGEMENT SERVICES TO MEDI-CAL AND CCS (CALIFORNIA CHILD SERVICE) APPROVED CHILDREN WITH LIFE-THREATENING ILLNESSES. THE PROGRAM ALLOWS THESE CHILDREN TO RECEIVE PALLIATIVE SERVICES CONCURRENT WITH CURATIVE TREATMENTS. SERVICES INCLUDE CARE COORDINATION, FAMILY EDUCATION AND TRAINING, EXPRESSIVE THERAPIES, RESPITE CARE AND SUPPORT COUNSELING FOR CHILD AND FAMILY. | Description |
| Total Program Service Expense | 74877011 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 289 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 978 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HOSPICE & THE INSTITUTE FOR PALLIATIVE MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6196881600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4311 THIRD STREET | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| HOWARD BARNHORST II | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARILYNN BOESKY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTY BREHM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHANIE COUTTS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BERIT DURLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| AMES EARLY | ||||||||
| VICE CHAIR & TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN GILCHRIST JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID GILL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GORDON GILL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DORIS HOWELL MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ARTHUR JOHNSON MD | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| EMANUEL KAUDER MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHERYL KENDRICK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN HARRIS LAUN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANN NAVARRA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW NELSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILL NEWBERN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE OLMSTEAD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOLYN PARKER | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| MARTY PENDARVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONNA MARIE ROBINSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM STANTON MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH UNRUH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAYE WOLTMAN | ||||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| RUTH WESTREICH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TRACI BRUCKNER | ||||||||
| OFFICER - CHIEF DEVELOPMENT OFFICER | 1.00 | 0 | 142656 | 5058 | X | |||
| KATHLEEN PACURAR | ||||||||
| OFFICER - PRESIDENT/CEO | 10.00 | 63749 | 191246 | 2488 | X | |||
| STEVEN OPPENHEIM MD | ||||||||
| OFFICER - CHIEF MEDICAL DIRECTOR | 40.00 | 209985 | 0 | 5707 | X | |||
| KATHY JONES | ||||||||
| OFFICER - COO / CFO | 36.00 | 218680 | 24298 | 3546 | X | |||
| CHARLES VON GUNTEN MD | ||||||||
| OFFICER - PROVOST | 36.00 | 231018 | 25669 | 4629 | X | |||
| LAUREL HERBST MD | ||||||||
| OFFICER - CHIEF MEDICAL OFFICER | 36.00 | 212672 | 23630 | 4542 | X | |||
| NANETTE JOHNSON | ||||||||
| VP OF CUSTOMER SUPPORT & QUALITY SERVICES | 40.00 | 0 | 0 | 0 | X | |||
| CAROL LOVCI | ||||||||
| VP OF LONG TERM CARE & SPECIALTY SERVICES | 40.00 | 0 | 0 | 0 | X | |||
| BEN MARCANTONIO | ||||||||
| VP OF HOSPICE PROGRAMS | 40.00 | 0 | 0 | 0 | X | |||
| HELEN MCNEAL | ||||||||
| VP OF EDUCATION, RESEARCH & ORGANIZATIONAL DEVELOP | 40.00 | 0 | 0 | 0 | X | |||
| SHARON O'MARY | ||||||||
| VP OF INPATIENT & NURSING SERVICES | 40.00 | 0 | 0 | 0 | X | |||
| FRANK FERRIS | ||||||||
| MEDICAL DIRECTOR - INTERNATIONAL PROGRAMS | 40.00 | 254197 | 0 | 4628 | X | |||
| ELIZABETH MENKIN | ||||||||
| MEDICAL DIRECTOR | 40.00 | 194845 | 0 | 2785 | X | |||
| SHANNON MOORE | ||||||||
| MEDICAL DIRECTOR | 40.00 | 212887 | 0 | 1533 | X | |||
| CHARLES LEWIS | ||||||||
| MEDICAL DIRECTOR | 40.00 | 152685 | 0 | 1943 | X | |||
| SCOTT IRWIN | ||||||||
| MEDICAL DIRECTOR, PSYCHIATRY | 40.00 | 153337 | 0 | 2215 | X | |||
| DEBORAH DUNNE - FORMER OFFICER | ||||||||
| OFFICER - CAO OF CLINICAL AFFAIRS | 40.00 | 222844 | 0 | 569 | X | |||
| JAN CETTI | ||||||||
| OFFICER - PAST PRESIDENT | 20.00 | 64893 | 64893 | 1298 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2191792 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 472392 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40941 | TotalOtherCompensation |
| Number Individuals GT100 K | 40 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DELIVER-IT INC | |||||
| 25108 MARGUERITE PKWY B137 | MISSION VIEJO | CA | 92692 | COURIER | 976034 |
| HOSPISCRIPT SERVICES LLC | |||||
| PO BOX 933273 | ATLANTA | GA | 31193 | PHARMACEUTICALS | 868222 |
| ALLSCRIPTS | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | SOFTWARE PROVIDER | 448452 |
| CARE MEDICAL TRANSPORTATION INC | |||||
| 9770 CANDIDA STREET | SAN DIEGO | CA | 92126 | PATIENT TRANSPORTATION | 304333 |
| BG MEDIA LLC | |||||
| 444 W BEECH STREET SUITE 400 | SAN DIEGO | CA | 92101 | MARKETING | 250838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Related Organizations | 5779973 | RelatedOrganizations |
| Government Grants | 305691 | GovernmentGrants |
| All Other Contributions | 66584 | AllOtherContributions |
| Total Contributions | 6152248 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| NET PATIENT SERVICES | 75185849 | 75185849 |
| OTHER REVENUE | 980620 | 980620 |
| EDUCATION AND RESEARCH | 320003 | 320003 |
| NURSING HOME HOSPICE | 117048 | 117048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 76603520 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17145 | TotalRevenueColumn |
| Exclusion | $17,145 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82772913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 76603520 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,145 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Program Services | 4500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162952 | Total |
| Program Services | 162952 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1150292 | Total |
| Program Services | 166050 | ProgramServices |
| Management And General | 984242 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45693606 | Total |
| Program Services | 42398630 | ProgramServices |
| Management And General | 3294976 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5922456 | Total |
| Program Services | 5159112 | ProgramServices |
| Management And General | 763344 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3525978 | Total |
| Program Services | 2992361 | ProgramServices |
| Management And General | 533617 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89144 | Total |
| Management And General | 89144 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56425 | Total |
| Management And General | 56425 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58363 | Total |
| Management And General | 58363 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327602 | Total |
| Program Services | 180485 | ProgramServices |
| Management And General | 147117 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541728 | Total |
| Program Services | 89861 | ProgramServices |
| Management And General | 451867 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1445408 | Total |
| Program Services | 766422 | ProgramServices |
| Management And General | 678986 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582150 | Total |
| Program Services | 2355 | ProgramServices |
| Management And General | 579795 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1835054 | Total |
| Program Services | 1570132 | ProgramServices |
| Management And General | 264922 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627523 | Total |
| Program Services | 1477444 | ProgramServices |
| Management And General | 150079 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33227 | Total |
| Program Services | 32093 | ProgramServices |
| Management And General | 1134 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1370710 | Total |
| Program Services | 1370710 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207027 | Total |
| Program Services | 207027 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES/EQUIP. | 13229828 | 13158210 | 71618 |
| PATIENT THERAPY | 4732888 | 4648784 | 84104 |
| FOOD/NUTRITIONAL | 161823 | 161779 | 44 |
| DUES & SUBSCRIPTIONS | 142075 | 73838 | 68237 |
| SECURITY | 137064 | 110439 | 26625 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269714 | Total |
| Program Services | 143827 | ProgramServices |
| Management And General | 125887 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83307537 | Total |
| Program Services | 74877011 | ProgramServices |
| Management And General | 8430526 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3395337 | BOY |
| EOY | 1066480 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8462900 | BOY |
| EOY | 9440614 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596609 | BOY |
| EOY | 889629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30372996 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22022819 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9038325 | BOY |
| EOY | 8350177 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611847 | BOY |
| EOY | 755316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23105018 | BOY |
| EOY | 20502216 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10697717 | BOY |
| EOY | 8983389 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153850 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 800000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11851567 | BOY |
| EOY | 9783389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11253451 | BOY |
| EOY | 10718827 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11253451 | BOY |
| EOY | 10718827 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23105018 | BOY |
| EOY | 20502216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -534624 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 Both | X | FinancialStatementBoth |
| 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 Minus3 Years | 10476346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13621898 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6042087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6152248 | CurrentTaxYear |
| Total | 36292579 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52669088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58711415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97451345 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70521448 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76603520 | CurrentTaxYear |
| Total | 355956816 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52669088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69187761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111073243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76563535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82755768 | CurrentTaxYear |
| Total | 392249395 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 392249395 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13162 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17145 | CurrentTaxYear |
| Total | 73615 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13162 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17145 | CurrentTaxYear |
| Total | 73615 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121471 | CurrentTaxYearMinus3Years |
| Total | 237199 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52797978 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69325781 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111092344 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76571193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82772913 | CurrentTaxYear |
| Total | 392560209 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99920 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99880 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00020 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3228366 | OtherCostOrOtherBasis |
| Book Value | 3228366 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17163038 | OtherCostOrOtherBasis |
| Depreciation | 13575391 | Depreciation |
| Book Value | 3587647 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 113164 | OtherCostOrOtherBasis |
| Depreciation | 68051 | Depreciation |
| Book Value | 45113 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9868428 | OtherCostOrOtherBasis |
| Depreciation | 8379377 | Depreciation |
| Book Value | 1489051 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8350177 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NOTE PAYABLE | Description |
| Amount | $800,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 800000 | TotalOfAmounts |
| Total Revenue | 82772913 | TotalRevenue |
| Total Expenses | 83307537 | TotalExpenses |
| Excess Or Deficit For Year | -534624 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -534624 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 87352029 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 10359089 | OtherRevenues |
| Revenue Not Rptd F990 | 10359089 | RevenueNotRptdF990 |
| Revenue Subtotal | 76992940 | RevenueSubtotal |
| Other Revenues Not Included | 5779973 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5779973 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 82772913 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 84684588 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7157024 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7157024 | ExpensesNotRptdF990 |
| Expenses Subtotal | 77527564 | ExpensesSubtotal |
| Other Expenses Not Included | 5779973 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5779973 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 83307537 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 10,359,089. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES - CONSOLIDATED GAAP STATEMENTS 5,779,973. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 7,157,024. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES - CONSOLIDATED GAAP STATEMENTS 5,779,973. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| 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 | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| LEADERSHIP DEVELOPMENT INITIATIVE | EUROPE (INCLUDING ICELAND & GREENLAND) | 7 | 32798 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | SOUTH AMERICA | 2 | 12000 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | SUB-SAHARAN AFRICA | 10 | 67154 | WIRE/CHECK |
| LEADERSHIP DEVELOPMENT INITIATIVE | NORTH AMERICA | 1 | 3000 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | MIDDLE EAST AND NORTH AFRICA | 1 | 4000 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | RUSSIA & THE NEWLY INDEPENDENT STATES | 1 | 4000 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | SOUTH ASIA | 3 | 24000 | WIRE |
| LEADERSHIP DEVELOPMENT INITIATIVE | EAST ASIA AND THE PACIFIC | 3 | 16000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SDHIPM RECEIVED A GRANT FOR OUR LEADERSHIP DEVELOPMENT INITIATIVE WHICH ALLOWS EACH PARTICIPANT IN THE PROGRAM A STIPEND TO SPEND ON THEIR OWN ACTIVITIES TO GROW AND DEVELOP AS A LEADER. PRIOR TO RECEIVING EACH STIPEND, EACH PARTICIPANT SUBMITS AN INDIVIDUAL DEVELOPMENT PLAN AND BUDGET THAT OUTLINES HOW THEY WILL BE SPENDING THEIR STIPEND. THEIR PLAN AND BUDGET IS REVIEWED BY THE DIRECTOR OF THE PROGRAM AS WELL AS THE PARTICIPANT'S MENTOR. THE MENTORS ALSO RECEIVE STIPENDS AT INTERVALS THROUGHOUT THE PROGRAM AND MUST REPORT TO THE DIRECTOR OF THE PROGRAM AT REGULAR INTERVALS ABOUT HOW THE FUNDS ARE BEING SPENT AND ANY DEVIATIONS FROM THE ORIGINAL BUDGETED USE OF THE FUNDS. ONE OF THE CO-DIRECTORS OF THE LEADERSHIP DEVELOPMENT INITIATIVE AS WELL AS THE PARTICIPANT'S MENTORS ARE IN CONVERSATIONS WITH THE PARTICIPANTS THROUGHOUT THE PROGRAM ABOUT THE USE OF THEIR STIPEND. EACH PARTICIPANT HAS PREPARED AND SUBMITTED AN INDIVIDUAL DEVELOPMENT PLAN ALONG WITH THEIR BUDGET THAT GUIDES THEIR ACTIVITIES AND THEIR SPENDING OF THE STIPEND. THEY ARE EXPECTED TO MAINTAIN COPIES OF RECEIPTS FOR ANY EXPENDITURES WHICH CAN BE REQUESTED BY THE DIRECTOR OF THE PROGRAM AT ANY TIME. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN PACURAR | |||||||||||||
| 63749 | 191246 | 0 | 0 | 0 | 0 | 0 | 0 | 622 | 1866 | 64371 | 193112 | 0 | 0 |
| STEVEN OPPENHEIM MD | |||||||||||||
| 209985 | 0 | 0 | 0 | 0 | 0 | 2095 | 0 | 3612 | 0 | 215692 | 0 | 0 | 0 |
| KATHY JONES | |||||||||||||
| 218680 | 24298 | 0 | 0 | 0 | 0 | 2429 | 0 | 1005 | 112 | 222114 | 24410 | 0 | 0 |
| CHARLES VON GUNTEN MD | |||||||||||||
| 231018 | 25669 | 0 | 0 | 0 | 0 | 2450 | 0 | 1961 | 218 | 235429 | 25887 | 0 | 0 |
| LAUREL HERBST MD | |||||||||||||
| 212672 | 23630 | 0 | 0 | 0 | 0 | 2363 | 0 | 1961 | 218 | 216996 | 23848 | 0 | 0 |
| FRANK FERRIS | |||||||||||||
| 254197 | 0 | 0 | 0 | 0 | 0 | 2450 | 0 | 2178 | 0 | 258825 | 0 | 0 | 0 |
| ELIZABETH MENKIN | |||||||||||||
| 194845 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2785 | 0 | 197630 | 0 | 0 | 0 |
| SHANNON MOORE | |||||||||||||
| 212887 | 0 | 0 | 0 | 0 | 0 | 1533 | 0 | 0 | 0 | 214420 | 0 | 0 | 0 |
| CHARLES LEWIS | |||||||||||||
| 152685 | 0 | 0 | 0 | 0 | 0 | 1943 | 0 | 0 | 0 | 154628 | 0 | 0 | 0 |
| SCOTT IRWIN | |||||||||||||
| 153337 | 0 | 0 | 0 | 0 | 0 | 1527 | 0 | 688 | 0 | 155552 | 0 | 0 | 0 |
| DEBORAH DUNNE - FORMER OFFICER | |||||||||||||
| 222844 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 569 | 0 | 223413 | 0 | 0 | 0 |
| JAN CETTI | |||||||||||||
| 64893 | 64893 | 0 | 0 | 0 | 0 | 1298 | 0 | 0 | 0 | 66191 | 64893 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4A | DEBORAH DUNN WHO IS THE FORMER CAO AS OF FEBRUARY 2010 RECEIVED SEVERANCE PAY OF $107,597 DURING THE FISCAL YEAR. LAUREL HERBST WHO IS THE FORMER CHIEF MEDICAL OFFICER AS OF JANUARY 2011 RECEIVED SEVERANCE PAY OF $107,194 DURING THE FISCAL YEAR. | |
| PART III | COMPENSATION SURVEYS ARE REVIEWED ANNUALLY IN ORDER TO DETERMINE COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION, WITH THE EXCEPTION OF THE CEO WHOSE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION SURVEYS INCLUDE COUNTY, STATE, REGIONAL AND NATIONAL DATA PRIMARILY RELATED TO NON-PROFIT, HOSPICE AND OTHER HEALTHCARE AGENCIES. EDUCATION AND YEARS OF RELEVANT EXPERIENCE ARE INCLUDED IN THE COMPENSATION SURVEYS. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOLYN PARKER | |||
| BOARD MEMBER | 59320 | CONSULTING | 0 |
| KRISTY BREHM | |||
| BOARD MEMBER | 30000 | CONSULTING | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO, CONTROLLER, AND A REPRESENTATIVE FROM THE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED. | |
| ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY AND ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS THROUGHOUT THE YEAR. ALL DIRECTORS REFRAIN FROM VOTING ON ANY TRANSACTION OR MATTER BEFORE THE BOARD IN WHICH A CONFLICT OR POSSIBLE CONFLICT EXISTS. THE SIGNED CONFLICT OF INTEREST POLICY STATEMENTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND HUMAN RESOURCES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION SURVEYS ARE REVIEWED ANNUALLY IN ORDER TO DETERMINE COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION, WITH THE EXCEPTION OF THE CEO WHOSE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION SURVEYS INCLUDE COUNTY, STATE, REGIONAL AND NATIONAL DATA PRIMARILY RELATED TO NON-PROFIT, HOSPICE AND OTHER HEALTHCARE AGENCIES. EDUCATION AND YEARS OF RELEVANT EXPERIENCE ARE INCLUDED IN THE COMPENSATION SURVEYS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FOLLOWING ORGANIZATIONAL DOCUMENTS WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: TAX EXEMPTION APPLICATION (FORM 1023) INTERNAL REVENUE SERVICE DETERMINATION LETTER ARTICLES OF INCORPORATION BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990 FROM THE PREVIOUS THREE YEARS WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY MANNER WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. THE FOLLOWING OTHER DOCUMENTS (MOST UPDATED VERSIONS) WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: MOST RECENT COPY OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION C, LINE 19 | |
| NO CHANGE FROM PRIOR YEAR | FORM 990, PART XII LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HOSPICE FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4311 THIRD AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956336024 | EIN |
| Primary Activities | SUPPORT SAN DIEGO HOSPICE CORPORATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |