HURLEY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY FOUNDATION (EIN 38-3085047)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-16
- IRS object ID
- 201111679349300731
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-16T15:17:32-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT ST SUITE 1A | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485021647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383085047 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HURL | NameControl |
| Phone | 8102629667 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HURLEY PLAZA | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485035993 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD R WARMBOLD PHD | Name |
| Title | PRESIDENT | Title |
| Phone | 8102629524 | Phone |
| Date Signed | 2011-06-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8107675350 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD R WARMBOLD PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HURLEY PLAZA | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485035993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2402242 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HURLEYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | ADVANCEMENT OF MEDICAL SCIENCES, EDUCATION, MEDICAL CARE, AND THE DELIVERY THEREOF FOR THE BENEFIT OF RESIDENTS OF THE GREATER FLINT METROPOLITAN AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 700 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1116606 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1327906 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -671812 | InvestmentIncomePriorYear |
| Investment Income Current Year | 72304 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 109561 | OtherRevenuePriorYear |
| Other Revenue Current Year | 153312 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 554355 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1553522 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 801693 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 945455 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3087 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 299413 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1111122 | OtherExpensePriorYear |
| Other Expenses Current Year | 460745 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1915902 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1406200 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1361547 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 147322 | RevenuesLessExpensesCY |
| Total Assets BOY | 3818021 | TotalAssetsBOY |
| Total Assets EOY | 4369157 | TotalAssetsEOY |
| Total Liabilities BOY | 206029 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 352979 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3611992 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4016178 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO CONTRIBUTE TO FULFILLING THE HURLEY MEDICAL CENTER MISSION OF "CLINICAL EXCELLENCE, SERVICE TO PEOPLE" WHILE FACILITATING CHARITABLE GIVING THAT CONTRIBUTES TO THE MEDICAL CENTER | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 947251 | Expense |
| Grants | 945455 | Grants |
| Revenue | 153312 | Revenue |
| Description | ALLOCATIONS WERE MADE TO HURLEY MEDICAL CENTER FOR VARIOUS MEDICAL CARE PURPOSES | Description |
| Total Program Service Expense | 947251 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD WARMBOLD PHD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8102629524 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HURLEY PLAZA | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 48503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PHILIP W SHALTZ | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DONNA DODDS HAMM | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM H MOELLER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD R WARMBOLD PHD | ||||||
| PRESIDENT | 40.00 | X | X | 178459 | 0 | 0 |
| MARCUS A RANDOLPH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA A LANDAAL TERRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL E MASON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK R WARDELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| IRA A RUTHERFORD III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN STEINER BOLHOUSE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW T MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP C DUTCHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD LAMMY II | ||||||
| VICE-PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 178459 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 305369 | FundraisingEvents |
| All Other Contributions | 1022537 | AllOtherContributions |
| Total Contributions | 1327906 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77767 | TotalRevenueColumn |
| Exclusion | $77,767 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 712098 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 717561 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5463 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5463 | TotalRevenueColumn |
| Exclusion | -$5,463 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 131159 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 305369 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 131159 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE ASSESSM | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 153312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153312 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 153312 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1553522 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153312 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $72,304 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 945455 | Total |
| Program Services | 945455 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60858 | Total |
| Management And General | 5214 | ManagementAndGeneral |
| Fundraising | 55644 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22067 | Total |
| Program Services | 1796 | ProgramServices |
| Management And General | 1454 | ManagementAndGeneral |
| Fundraising | 18817 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97333 | Total |
| Management And General | 6418 | ManagementAndGeneral |
| Fundraising | 90915 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69505 | Total |
| Management And General | 10160 | ManagementAndGeneral |
| Fundraising | 59345 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8731 | Total |
| Management And General | 4496 | ManagementAndGeneral |
| Fundraising | 4235 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2039 | Total |
| Management And General | 2039 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| MANAGEMENT FEE | 153312 | 82855 | 70457 |
| MISCELLANEOUS | 30131 | 30131 | |
| GRANT CENTER EXPENSE | 15495 | 15495 | |
| BAD DEBT EXPENSE | 1274 | 1274 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1406200 | Total |
| Program Services | 947251 | ProgramServices |
| Management And General | 159536 | ManagementAndGeneral |
| Fundraising | 299413 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 314232 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195298 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494489 | BOY |
| EOY | 479552 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8225 | BOY |
| EOY | 8797 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2663126 | BOY |
| EOY | 3101942 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456883 | BOY |
| EOY | 464634 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3818021 | BOY |
| EOY | 4369157 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190417 | BOY |
| EOY | 339723 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15612 | BOY |
| EOY | 13256 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206029 | BOY |
| EOY | 352979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770917 | BOY |
| EOY | 1116339 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956508 | BOY |
| EOY | 981219 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1884567 | BOY |
| EOY | 1918620 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3611992 | BOY |
| EOY | 4016178 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3818021 | BOY |
| EOY | 4369157 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 147322 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 256864 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1316271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1047075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2084716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1116606 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1327906 | CurrentTaxYear |
| Total | 6892574 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1316271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1047075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2084716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1116606 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1327906 | CurrentTaxYear |
| Total | 6892574 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1180056 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5712518 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 251610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 154577 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77767 | CurrentTaxYear |
| Total | 666768 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 332502 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 7987 | CurrentTaxYearMinus1Year |
| Total | 340489 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7899831 | TotalSupport |
| Gross Receipts From Admissions Etc | 627446 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75590 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LIFE INSURANCE PROCEEDS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2514919 | BeginningOfYearBalance |
| Contributions | 51080 | Contributions |
| Investment Earnings Or Losses | 62918 | InvestmentEarningsOrLosses |
| Administrative Expenses | 50809 | AdministrativeExpenses |
| End Of Year Balance | 2578108 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3164167 | BeginningOfYearBalance |
| Contributions | 53654 | Contributions |
| Investment Earnings Or Losses | -655769 | InvestmentEarningsOrLosses |
| Administrative Expenses | 47133 | AdministrativeExpenses |
| End Of Year Balance | 2514919 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3087932 | BeginningOfYearBalance |
| Contributions | 41819 | Contributions |
| Investment Earnings Or Losses | 49437 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15021 | AdministrativeExpenses |
| End Of Year Balance | 3164167 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INSURANCE POLICIES - CASH SURRENDER VALUE | Description |
| Book Value | 464634 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 464634 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY TO LIFE BENEFICIARIES OF CHARITABLE ANNUITIES | Description |
| Amount | $13,256 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13256 | TotalOfAmounts |
| Total Revenue | 1553522 | TotalRevenue |
| Total Expenses | 1406200 | TotalExpenses |
| Excess Or Deficit For Year | 147322 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 256864 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 256864 | TotalAdjustments |
| Excess Or Deficit Per FS | 404186 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2566770 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 256864 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 811509 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1068373 | RevenueNotRptdF990 |
| Revenue Subtotal | 1498397 | RevenueSubtotal |
| Investment Expenses Not Included | 32972 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 22153 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 55125 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1553522 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2162584 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 811509 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 131159 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 942668 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1219916 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 32972 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 153312 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 186284 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1406200 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE BOARD-DESIGNATED ENDOWMENT FUND WAS ESTABLISHED BY THE BOARD IN 1998. THE DESIGNATION OF THESE FUNDS WAS VOLUNTARY AND CAN BE REVISED BY THE GOVERNING BOARD AT ANY TIME. ALL OTHER ENDOWMENTS WERE ESTABLISHED TO SUPPORT DEPARTMENTAL SPECIFIC GENERAL EXPENSES OR EDUCATIONAL EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS OF DECEMBER 31, 2010, THE FOUNDATION'S UNRECOGNIZED TAX BENEFITS WERE NOT SIGNIFICANT. THERE WERE NO SIGNIFICANT PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR OR ACCRUED AT YEAR END. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE INCOME NETTED AGAINST EXPENSE ON FINANCIAL STMTS 153,312. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 -131,159. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 131,159. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE EXPENSE 153,312. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF AND TENNIS CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 120228 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73713 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46515 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 32716 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 13799 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BENEFIT BALL | NameOfEvent2 |
| Gross Receipts Event2 | 165328 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 88282 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 77046 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 49937 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 27109 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 150972 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 143374 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 7598 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 1949 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 5649 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 436528 | GrossReceiptsTotal |
| Charitable Contributions Total | 305369 | CharitableContributionsTotal |
| Gross Revenue Total Events | 131159 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 82653 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1949 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 46557 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 131159 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| HURLEY MEDICAL CENTER | |||||||
| ONE HURLEY PLAZA | FLINT | MI | 48503 | 386005601 | 115 | 881890 | ALLOCATIONS FOR MEDICAL SERVICES |
| AMERICAN RED CROSS | |||||||
| ONE HURLEY PLAZA | FLINT | MI | 48503 | 381359185 | 501C3 | 5000 | SPONSORSHIP |
| MCLAREN REGIONAL MEDICAL CENTER | |||||||
| 401 S BALLENGER HWY | FLINT | MI | 48532 | 382383199 | 501C3 | 6000 | SPONSORSHIP |
| GENESEE COUNTY FREE MEDICAL CLINIC | |||||||
| 2437 WELSH BLVD | FLINT | MI | 48504 | 382995700 | 501C3 | 8000 | SPONSORSHIP |
| GENESEE COUNTY MEDICAL SOCIETY | |||||||
| 4438 OAK BRIDGE DR SUITE B | FLINT | MI | 48532 | 381347755 | 501C6 | 5000 | SPONSORSHIP |
| ARTHRITIS FOUNDATION - MICHIGAN CHAPTER | |||||||
| 1050 WILSHIRE DR STE 302 | TROY | MI | 48084 | 381366904 | 501C3 | 5750 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD R WARMBOLD PHD | NamePerson |
| Base Compensation Filing Org | 178459 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 178459 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | OFFICER WAS PAID DIRECTLY BY AN UNRELATED ORGANIZATION, HURLEY MEDICAL CENTER, EIN 38-6005601. COMPENSATION WAS TREATED AS AN IN-KIND DONATION FROM UNRELATED ORGANIZATION. UNRELATED ORGANIZATION ISSUED A W-2 FOR COMPENSATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PROVIDED TO BOARD PRESIDENT AND ACCOUNTING CONTROLLER FOR REVIEW BEFORE FILING. A FILE COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. | |
| ANNUALLY SIGNING OF STATEMENTS DECLARING ANY CONFLICT OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C | |
| ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 256,864. | FORM 990, PART XI, LINE 5: |
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