EMANATE HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EMANATE HEALTH FOUNDATION (EIN 95-2534063)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201243049349301264
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-30T17:27:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330155525 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952534063 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS VALLEY HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITR | NameControl |
| Phone | 6268142421 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAJESH K SHARMA SR VP | Name |
| Title | CFO | Title |
| Phone | 6269387595 | Phone |
| Date Signed | 2012-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD BENOE | Name |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT H CURRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7467834 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CVHP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | FUND DEVELOPMENT PROGRAMS FOR CITRUS VALLEY MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL, AND CITRUS VALLEY HOSPICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 47 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 914929 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2168025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29597 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15050 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 352398 | InvestmentIncomePriorYear |
| Investment Income Current Year | 402819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23190 | OtherRevenuePriorYear |
| Other Revenue Current Year | 130318 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1320114 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2716212 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 135009 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1181541 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 376018 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 996267 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1293377 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 448152 | OtherExpensePriorYear |
| Other Expenses Current Year | 363169 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 959179 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2540977 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 360935 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 175235 | RevenuesLessExpensesCY |
| Total Assets BOY | 12085964 | TotalAssetsBOY |
| Total Assets EOY | 11857450 | TotalAssetsEOY |
| Total Liabilities BOY | 676961 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 696289 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11409003 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11161161 | NetAssetsOrFundBalancesEOY |
| Mission Description | A PHILANTHROPIC ORGANIZATION DEDICATED TO PROVIDING FINANCIAL, EDUCATIONAL, AND OTHER RESOURCES IN ACCOMPLISHING THE MISSION, VISION AND VALUES OF CITRUS VALLEY HEALTH PARTNERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1181541 | Expense |
| Grants | 1181541 | Grants |
| Description | FUND DEVELOPMENT PROGRAMS FOR CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HOSPICE, AND FOOTHILL PRESBYTERIAN HOSPITAL, WHICH ARE ALSO EXEMPT ENTITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14579 | Expense |
| Revenue | 15050 | Revenue |
| Description | FUNDING OF ECHO PROGRAM - EVERY CHILD IS HEALTHY ORGANIZATION | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1196120 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 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 | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 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 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 3 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJESH K SHARMA SR VP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6269387595 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE STREET PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 91722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| HAROLD J BORAK SR | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ADAM CAPITANO | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| MITCHELL FUERST | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| PATSY GORRELL | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| RICHARD JETT | ||||||
| CHAIR | 6.00 | X | 0 | 0 | 0 | |
| DAN KISS MD | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| GILBERT MARTIN MD | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| BILL TANG PHARM D MD | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 27800 | 0 | |
| ANDREW MCINTYRE | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ROBERT CURRY | ||||||
| PRESIDENT/CEO/BOARD MEMBER | 2.00 | X | 0 | 794706 | 26905 | X |
| RICHARD PEDEVILLANO | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| OJ RODRIGUEZ | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| DONALD EDWIN BOSS ESQ | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| MICHAEL O QUINN | ||||||
| VICE-CHAIR | 3.00 | X | 0 | 0 | 0 | |
| ROBERT E DUNCAN | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | |
| DUANE KEENE | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| IRENE BOURDON | ||||||
| CEO/VP MARKETING CVHP | 40.00 | X | 0 | 374583 | 25926 | X |
| MARY JANE BETTFREUND | ||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | |
| JACQUELINE BRACY MD | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| DONALD R CANZONERI | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| JOSE G GUTIERREZ | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| MICHAEL J STARR | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| FRAN DELACH | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| UDAY GADGIL | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 43160 | 0 | |
| GORDON SHIPP | ||||||
| VICE-CHAIR | 3.00 | X | 0 | 0 | 0 | |
| KURUGANTI VASANTHA REDDY | ||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |
| ELVIA FOULKE | ||||||
| EVP/HC OPR | 1.00 | 0 | 563643 | 14127 | X | |
| LOIS CONYERS | ||||||
| SVP/CFO | 2.00 | 0 | 411256 | 12523 | X | |
| RAJESH SHARMA | ||||||
| CFO | 2.00 | 0 | 56336 | 2725 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2271484 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 82206 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 257907 | FundraisingEvents |
| All Other Contributions | 1910118 | AllOtherContributions |
| Noncash Contributions | 42851 | NoncashContributions |
| Total Contributions | 2168025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ECHO PROGRAM | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15050 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15050 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15050 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223022 | TotalRevenueColumn |
| Exclusion | $223,022 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1238 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1238 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1238 | TotalRevenueColumn |
| Exclusion | $1,238 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4786078 | Securities |
| Other | 3 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4606284 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179794 | Securities |
| Other | 3 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179797 | TotalRevenueColumn |
| Exclusion | $179,797 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 201107 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 257907 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 137350 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63757 | TotalRevenueColumn |
| Exclusion | $63,757 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 26353 | GrossIncomeGaming |
| Gaming Direct Expenses | 7988 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18365 | TotalRevenueColumn |
| Exclusion | $18,365 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| TRUST INVESTMENT INCOM | 900099 | 48049 | $48,049 |
| OTHER INCOME | 900099 | 232 | $232 |
| CHANGE IN NPV OF TRUST | 900099 | -1323 | -$1,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46958 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2716212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15050 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $533,137 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1181541 | Total |
| Program Services | 1181541 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480175 | Total |
| Management And General | 19207 | ManagementAndGeneral |
| Fundraising | 460968 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301129 | Total |
| Management And General | 12045 | ManagementAndGeneral |
| Fundraising | 289084 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6736 | Total |
| Management And General | 269 | ManagementAndGeneral |
| Fundraising | 6467 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155567 | Total |
| Management And General | 6223 | ManagementAndGeneral |
| Fundraising | 149344 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52660 | Total |
| Management And General | 2106 | ManagementAndGeneral |
| Fundraising | 50554 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103379 | Total |
| Program Services | 14579 | ProgramServices |
| Management And General | 3552 | ManagementAndGeneral |
| Fundraising | 85248 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40182 | Total |
| Management And General | 1607 | ManagementAndGeneral |
| Fundraising | 38575 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19420 | Total |
| Management And General | 778 | ManagementAndGeneral |
| Fundraising | 18642 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1882 | Total |
| Management And General | 75 | ManagementAndGeneral |
| Fundraising | 1807 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1980 | Total |
| Management And General | 79 | ManagementAndGeneral |
| Fundraising | 1901 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14135 | Total |
| Management And General | 565 | ManagementAndGeneral |
| Fundraising | 13570 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| PURCHASED SERVICES | 112066 | 2168 | 109898 |
| OTHER EXPENSES | 55977 | 2240 | 53737 |
| CONTRACT LABOR | 7701 | 308 | 7393 |
| TELEPHONE | 5294 | 212 | 5082 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1153 | Total |
| Management And General | 46 | ManagementAndGeneral |
| Fundraising | 1107 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2540977 | Total |
| Program Services | 1196120 | ProgramServices |
| Management And General | 51480 | ManagementAndGeneral |
| Fundraising | 1293377 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499 | BOY |
| EOY | 498 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627818 | BOY |
| EOY | 853849 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498000 | BOY |
| EOY | 702000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 188 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35039 | BOY |
| EOY | 32203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 748368 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 216085 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537397 | BOY |
| EOY | 532283 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10387211 | BOY |
| EOY | 9736429 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12085964 | BOY |
| EOY | 11857450 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72433 | BOY |
| EOY | 153376 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604528 | BOY |
| EOY | 542913 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676961 | BOY |
| EOY | 696289 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3045430 | BOY |
| EOY | 2014124 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2633685 | BOY |
| EOY | 3404887 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5729888 | BOY |
| EOY | 5742150 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11409003 | BOY |
| EOY | 11161161 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12085964 | BOY |
| EOY | 11857450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 175235 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -423077 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | |||||
| 956006469 | 3 | 1 | 1 | 1 | $533,226 |
| CITRUS VALLEY HOSPICE INC | |||||
| 953493611 | 9 | 1 | 1 | 1 | $342,248 |
| CITRUS VALLEY HEALTH PARTNERS INC | |||||
| 953885523 | 11 | 1 | 1 | 1 | $0 |
| FOOTHILL HOSPITAL - MORRIS L JOHNSTON MEMORIAL | |||||
| 952413054 | 3 | 1 | 1 | 1 | $306,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1181541 | SumOfAmounts |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5729888 | BeginningOfYearBalance |
| Contributions | 12262 | Contributions |
| End Of Year Balance | 5742150 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4706547 | BeginningOfYearBalance |
| Contributions | 1023341 | Contributions |
| End Of Year Balance | 5729888 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4706222 | BeginningOfYearBalance |
| Contributions | 325 | Contributions |
| End Of Year Balance | 4706547 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4705572 | BeginningOfYearBalance |
| Contributions | 650 | Contributions |
| End Of Year Balance | 4706222 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 343332 | OtherCostOrOtherBasis |
| Book Value | 343332 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169418 | OtherCostOrOtherBasis |
| Depreciation | 25413 | Depreciation |
| Book Value | 144005 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 235618 | OtherCostOrOtherBasis |
| Depreciation | 190672 | Depreciation |
| Book Value | 44946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 532283 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FIXED INCOME SECURITIES | 4572515 | F |
| ASSETS HELD IN TRUST | 898809 | F |
| MUTUAL FUNDS | 3534214 | F |
| LIQUID ASSETS | 206341 | F |
| LIFE INSURANCE | 521280 | F |
| ACCRUED INCOME | 3270 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9736429 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO AFFILIATES | $75,965 |
| PAYABLE TO BENEFICIARIES | $466,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 542913 | TotalOfAmounts |
| Total Revenue | 2716212 | TotalRevenue |
| Total Expenses | 2540977 | TotalExpenses |
| Excess Or Deficit For Year | 175235 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -420667 | NetUnrealizedGLOnInvestments |
| Other | -$2,410 | OtherAmount |
| Total Adjustments | -423077 | TotalAdjustments |
| Excess Or Deficit Per FS | -247842 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1013000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -420667 | NetUnrealizedGainsInvestments |
| Other Revenues | 145338 | OtherRevenues |
| Revenue Not Rptd F990 | -275329 | RevenueNotRptdF990 |
| Revenue Subtotal | 1288329 | RevenueSubtotal |
| Other Revenues Not Included | 1427883 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1427883 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2716212 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1449000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 145338 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 145338 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1303662 | ExpensesSubtotal |
| Other Expenses Not Included | 1237315 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1237315 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2540977 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANENTLY RESTRICTED ASSETS ARE RESTRICTED INVESTMENTS TO BE HELD IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT HEALTH CARE SERVICES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PASSTHROUGH INCOME VARIANCE -2,410. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE INCLUDED IN REVENUE 145,338. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES EXPENSE INCLUDED IN REVENUES 40,182. RESTRICTED FUND CHANGE IN VALUE OF TRUSTS -1,323. RESTRICTED FUND UNREALIZED GAINS -59,140. RESTRICTED FUND CONTRIBUTIONS 1,384,121. RESTRICTED FUND INVESTMENT LOSS TRUSTS 48,049. ROUNDING DIFFERENCE 1,347. LIFE INSURANCE VALUATION 12,237. PASSTHROUGH INCOME VARIANCE 2,410. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE INCLUDED IN REVENUE 145,338. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES EXPENSE INCLUDED IN REVENUES 40,182. RESTRICTED FUND DISTRIBUTIONS FOR PROGRAM EXPENSES 14,579. ROUNDING DIFFERENCE 1,013. GRANT TO CITRUS VALLEY MEDICAL CENTER, INC. 533,226. GRANT TO CITRUS VALLEY HOSPICE, INC. 342,248. GRANT TO FOOTHILL PRESBYTERIAN HOSPITAL 306,067. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUTUMN NOCTURNE DINNER DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 257895 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 106555 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 151340 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 12987 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 32827 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 40741 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 183326 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 150679 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32647 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 17848 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 364 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 19086 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 17793 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 673 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 17120 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 8497 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 459014 | GrossReceiptsTotal |
| Charitable Contributions Total | 257907 | CharitableContributionsTotal |
| Gross Revenue Total Events | 201107 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 30835 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 33191 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 68324 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 137350 | DirectExpenseSummaryEvents |
| Net Income Summary | 63757 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 26353 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 6200 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 1288 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 500 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.45000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 26353 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 6200 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 1288 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 500 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 7988 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 18365 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | RON PADILLA | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | PAM PARKINSON | GamingManagerNamePerson |
| Gaming Manager Compensation | 500 | GamingManagerCompensation |
| Gaming Manager Services Provided | SOLD TICKETS, ACCURATELY COUNTED MONEY AND CHANGE IF NEEDED, DISTRIBUTION OF WINNINGS AND TURN BALANCE OF MONEY OVER FOR DEPOSIT. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | ||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 956006469 | 501 (C)(3) | 533226 | FMV | TO PROVIDE FUNDING TO ASSIST OPERATIONS OF ITS ACUTE CARE FACILITY. |
| CITRUS VALLEY HOSPICE INC | ||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 953493611 | 501 (C)(3) | 342248 | FMV | TO PROVIDE FUNDING TO ASSIST WITH SERVICES TO TERMINALLY ILL PATIENTS AND HOME HEALTH CARE NURSING SERVICES. |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952413054 | 501 (C)(3) | 306067 | FMV | TO PROVIDE FUNDING TO ASSIST OPERATIONS OF ITS ACUTE CARE HOSPITAL. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CONTRIBUTIONS AND TRANSFERS ARE MADE TO AFFILIATED/SUPPORTED ORGANIZATIONS TO ASSIST WITH THE FUNDING OF EXEMPT PURPOSE ACTIVITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT CURRY | |||||||||||||
| 0 | 572964 | 0 | 119592 | 0 | 102150 | 0 | 6651 | 0 | 20254 | 0 | 821611 | 0 | 0 |
| IRENE BOURDON | |||||||||||||
| 0 | 283221 | 0 | 57022 | 0 | 34340 | 0 | 5769 | 0 | 20157 | 0 | 400509 | 0 | 0 |
| ELVIA FOULKE | |||||||||||||
| 0 | 394869 | 0 | 86345 | 0 | 82429 | 0 | 0 | 0 | 14127 | 0 | 577770 | 0 | 0 |
| LOIS CONYERS | |||||||||||||
| 0 | 278627 | 0 | 76323 | 0 | 56306 | 0 | 2025 | 0 | 10498 | 0 | 423779 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 260160 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS - AUTUMN | 158 | 36175 | SALES PRICE |
| X | AUCTION ITEMS - GOLF | 41 | 6676 | SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC. THE MEMBER THROUGH THE BOARD OF DIRECTORS HAS THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE ORGANIZATION'S SOLE MEMBER, CITRUS VALLEY HEALTH PARTNERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND DIRECTOR OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO RAJESH K. SHARMA, SR. VP & CFO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THESE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES, AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES, AND MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | CVHP UTILIZES THE FOLLOWING TO ESTABLISH REASONABLE COMPENSATION: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY/STUDIES; APPROVAL BY BOARD OR COMPENSATION COMMITTEE, WHICH APPROVAL IS DOCUMENTED IN CONTEMPORANEOUS WRITTEN MINUTES. EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARY RANGES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HAYGROUP, TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED OCTOBER 2010. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, HAYGROUP ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR FEBRUARY 8, 2011, OPINION LETTER, HAYGROUP WROTE, "WE BELIEVE WE HAVE COMPARED THE EXECUTIVE COMPENSATION TO COMPENSATION AND BENEFITS PAID TO EXECUTIVES OF ORGANIZATIONS WITH LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES, AND AS RESULT, WE BELIEVE THAT COMPENSATION AND BENEFITS PAID TO THE EXECUTIVES ARE REASONABLE WITHIN THE MEANING OF SECTION 53.4958-4(B)(1)(II)(A) OF THE TREASURY REGULATIONS". THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, EXECUTIVE VICE PRESIDENT/COO, SENIOR VICE PRESIDENT/CFO, SENIOR VICE PRESIDENT/HUMAN RESOURCES, SENIOR VICE PRESIDENT/CIO, CITRUS VALLEY MEDICAL CENTER CHIEF MEDICAL OFFICER AND VICE PRESIDENT MEDICAL AFFAIRS, CEO/CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL ADMINISTRATOR/CNE, VICE PRESIDENT/CNE AT CITRUS VALLEY MEDICAL CENTER AND VICE PRESIDENT OF PUBLIC RELATIONS AND COMMUNICATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST AN AUDIT REPORT IS AVAILABLE AS REQUIRED. NO OTHER DOCUMENTS ARE AVAILABLE. | |
| PART VII, SECTION A | IRENE BOURDON IS A BOARD MEMBER AND OFFICER OF CITRUS VALLEY HEALTH FOUNDATION, AN AFFILIATE OF CITRUS VALLEY HEALTH PARTNERS (CVHP) AND RECEIVED COMPENSATION FROM CVHP. SHE DEVOTED 40 HOURS TO THE FILING ORGANIZATION. | BOARD MEMBER COMPENSATION |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -420,667. PASSTHROUGH INCOME VARIANCE -2,410. TOTAL TO FORM 990, PART XI, LINE 5: -423,077. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINES 2B AND 2C: | THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, AND CITRUS VALLEY HEALTH FOUNDATION, INC., WERE AUDITED ON A CONSOLIDATED BASIS. | AUDITED FINANCIAL STATEMENTS |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2011. | AUDIT AND COMPLIANCE COMMITTEE |
| FORM 990, PART VII, SECTION A, LINE 1A | THE OFFICERS REPORTED ON PART VII OF FORM 990 ARE COMPENSATED BY AN AFFILIATED ENTITY, CITRUS VALLEY HEALTH PARTNERS (CVHP). THE COMPENSATION AMOUNTS REPORTED IN PART VII OF FORM 990 REPRESENT 100% OF THE COMPENSATION PAID BY CVHP TO THE OFFICERS. THE OFFICERS ALSO SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL AFFILIATES OF THE TAXPAYER. IN ACCORDANCE WITH OUR UNDERSTANDING OF THE FORM 990 INSTRUCTIONS, SIMILAR PART VII DISCLOSURES ARE MADE IN EACH OF THE AFOREMENTIONED AFFILIATES 990 RETURNS. | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS |
| PART VII, SECTION A | THE OFFICERS SERVE AS COPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS. ELVIA FOULKE DEVOTED 5, 5, 20, AND 9 HOURS TO FPH, CVH, CVMC, AND CVHP, RESPECTIVELY. LOIS CONYERS DEVOTED 4, 2, 14, AND 18 HOURS TO FPH, CVH, CVMC, AND CVHP, RESPECTIVELY. ROBERT CURRY DEVOTED 4, 2, 14, AND 18 HOURS TO FPH, CVH, CVMC, AND CVHP, RESPECTIVELY. RAJESH SHARMA DEVOTED 4, 2, 14, AND 18 HOURS TO FPH, CVH, CVMC, AND CVHP, RESPECTIVELY. | REPORTABLE HOURS FOR RELATED ORGANIZATIONS |
| 990 PART V LINE 7H | THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY THERE WERE NO FORMS 1098C FILED. | FILING OF FORM 1098C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 956006469 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | 3 | N/A | 0 |
| CITRUS VALLEY HOSPICE INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 953493611 | HOME HEALTH & HOSPICE CARE | CA | 501 (C)(3) | 9 | N/A | 0 |
| CITRUS VALLEY HEALTH PARTNERS INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 953885523 | EXEMPT ORGANIZATION SUPPORT & MANAGEMENT | CA | 501 (C)(3) | 11 TYPE II | N/A | 0 |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952413054 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | ||
| B | -533226 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE INC | ||
| B | -342248 | FAIR MARKET VALUE |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||
| B | -306067 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS | Identifier |
| Return Reference | FORM 990, SHEDULE R, PART V, NUMBER 2, CODE N: | ReturnReference |
| Explanation | THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEATLH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,270 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,770 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 121 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 10 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 369 EMPLOYEES. | Explanation |
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