SWEDISH MEDICAL CENTER FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SWEDISH MEDICAL CENTER FOUNDATION (EIN 91-0983214)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201113159349301106
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T21:05:56-06:00 | 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 | Clark Nuber PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4th Street Suite 1700 | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98004 | 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 | 910983214 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swedish Medical Center Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SWED | NameControl |
| Phone | 2062155967 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 747 Broadway | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey Veilleux | Name |
| Title | Treasurer | Title |
| Phone | 2062155967 | Phone |
| Date Signed | 2011-11-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sara Elizabeth J Hyre | Name |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donald Theophilus | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 747 Broadway | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31397690 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.swedish.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Swedish Medical Center Foundation is the fundraising arm of Swedish Health Services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 81 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19116401 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20299933 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 86107 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1364738 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -152338 | OtherRevenuePriorYear |
| Other Revenue Current Year | -323609 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19050170 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21341062 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8364035 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8208574 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1871917 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1444610 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 6000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 71308 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2220986 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1758242 | OtherExpensePriorYear |
| Other Expenses Current Year | 1626353 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12000194 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11350845 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7049976 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9990217 | RevenuesLessExpensesCY |
| Total Assets BOY | 59721841 | TotalAssetsBOY |
| Total Assets EOY | 70053804 | TotalAssetsEOY |
| Total Liabilities BOY | 4483149 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5001444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55238692 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65052360 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation is committed to supporting the efforts of Swedish Health Services in advancing health care in the region and meeting the health care needs of the community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8822766 | Expense |
| Grants | 8208574 | Grants |
| Description | The Foundation is committed to supporting the efforts of Swedish Health Services.Toward that end, the Foundation awards grants to Swedish to fund vital programs and services, new medical treatments and technology, charity care and other programs that provide access to the underserved, nursing clinics, patient transportation, needed facilities maintenance and upgrades, and a variety of related community health programs.Swedish Medical Center Foundation also grants to various organizations in the community for program expenses. | Description |
| Total Program Service Expense | 8822766 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 19 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pam Palagi Corp Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2062155967 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 747 Broadway | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Lucius AD Andrew III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Anita Braker | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Barbara Buchman | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lida Buckner | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sarah Everitt | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Tom Gores | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| J Scott Harrison | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rodney Hochman MD | ||||||||
| Trustee | 1.00 | X | 0 | 2481514 | 195975 | |||
| Lorna Kneeland | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William Krippaehne Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Todd Lee | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rae Lembersky | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Eric Liu | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charles S Lytle | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dan Madsen | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kirby McDonald | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Tracy Morris | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael Peters MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Diane Sabey | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Janet True | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jane Uhlir MD | ||||||||
| Trustee | 1.00 | X | 0 | 263353 | 23871 | |||
| Jean Baur Viereck | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John Vassall II MD | ||||||||
| Trustee | 1.00 | X | 0 | 432341 | 36285 | |||
| Cheryl Gossman | ||||||||
| Chair | 1.00 | X | 0 | 0 | 0 | X | ||
| Nancy J Auer MD | ||||||||
| Vice Chair | 1.00 | X | 0 | 38676 | 28589 | X | ||
| Cynthia Strauss | ||||||||
| Secretary | 1.00 | 0 | 402051 | 198978 | X | |||
| Jeffrey Veilleux | ||||||||
| Treasurer | 1.00 | 0 | 618272 | 282988 | X | |||
| Donald Theophilus | ||||||||
| Executive Director | 60.00 | 0 | 368321 | 70771 | X | |||
| Rebecca Kelly | ||||||||
| Sr. Dir - Major Gifts | 50.00 | 202613 | 0 | 58110 | X | |||
| Randall Mann | ||||||||
| Sr. Dir - Campaign | 50.00 | 188207 | 0 | 29021 | X | |||
| Margaret Angle | ||||||||
| Dir - Major Gifts | 50.00 | 129120 | 0 | 30409 | X | |||
| Kate Purcell | ||||||||
| Dir - Corp Relations | 50.00 | 123764 | 0 | 19900 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 643704 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4604528 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 974897 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 | 1102623 | FundraisingEvents |
| Related Organizations | 2823786 | RelatedOrganizations |
| All Other Contributions | 16373524 | AllOtherContributions |
| Noncash Contributions | 268925 | NoncashContributions |
| Total Contributions | 20299933 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 482559 | TotalRevenueColumn |
| Exclusion | $482,559 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10006616 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9124437 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 882179 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 882179 | TotalRevenueColumn |
| Exclusion | $882,179 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 608582 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1102623 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 932191 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -323609 | TotalRevenueColumn |
| Exclusion | -$323,609 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21341062 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,041,129 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8207294 | Total |
| Program Services | 8207294 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280 | Total |
| Program Services | 1280 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477951 | Total |
| Program Services | 95590 | ProgramServices |
| Management And General | 47795 | ManagementAndGeneral |
| Fundraising | 334566 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570445 | Total |
| Program Services | 114088 | ProgramServices |
| Management And General | 57043 | ManagementAndGeneral |
| Fundraising | 399314 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67204 | Total |
| Program Services | 13441 | ProgramServices |
| Management And General | 6720 | ManagementAndGeneral |
| Fundraising | 47043 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329010 | Total |
| Program Services | 65801 | ProgramServices |
| Management And General | 32900 | ManagementAndGeneral |
| Fundraising | 230309 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71308 | Total |
| Fundraising | 71308 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98965 | Total |
| Program Services | 19793 | ProgramServices |
| Management And General | 9897 | ManagementAndGeneral |
| Fundraising | 69275 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75710 | Total |
| Program Services | 15142 | ProgramServices |
| Management And General | 7571 | ManagementAndGeneral |
| Fundraising | 52997 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284545 | Total |
| Program Services | 56909 | ProgramServices |
| Management And General | 28454 | ManagementAndGeneral |
| Fundraising | 199182 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127368 | Total |
| Program Services | 25474 | ProgramServices |
| Management And General | 12737 | ManagementAndGeneral |
| Fundraising | 89157 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15013 | Total |
| Program Services | 3003 | ProgramServices |
| Management And General | 1501 | ManagementAndGeneral |
| Fundraising | 10509 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8704 | Total |
| Program Services | 1741 | ProgramServices |
| Management And General | 870 | ManagementAndGeneral |
| Fundraising | 6093 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38493 | Total |
| Program Services | 7699 | ProgramServices |
| Management And General | 3849 | ManagementAndGeneral |
| Fundraising | 26945 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous | 613983 | 122797 | 61398 | 429788 |
| Corporate Services | 348307 | 69661 | 34831 | 243815 |
| Purchased Services | 15265 | 3053 | 1527 | 10685 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11350845 | Total |
| Program Services | 8822766 | ProgramServices |
| Management And General | 307093 | ManagementAndGeneral |
| Fundraising | 2220986 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4934 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6169872 | BOY |
| EOY | 8082311 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10509801 | BOY |
| EOY | 13481225 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31901 | BOY |
| EOY | 30201 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104436 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39666426 | BOY |
| EOY | 45562891 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3234471 | BOY |
| EOY | 2897176 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59721841 | BOY |
| EOY | 70053804 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21204 | BOY |
| EOY | 15220 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4461945 | BOY |
| EOY | 4986224 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4483149 | BOY |
| EOY | 5001444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22625971 | BOY |
| EOY | 22244920 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26727060 | BOY |
| EOY | 36850496 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5885661 | BOY |
| EOY | 5956944 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55238692 | BOY |
| EOY | 65052360 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59721841 | BOY |
| EOY | 70053804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9990217 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -176549 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8373331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11737581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15463375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19116401 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20299923 | CurrentTaxYear |
| Total | 74990611 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8373331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11737581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15463375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19116401 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20299923 | CurrentTaxYear |
| Total | 74990611 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5840812 | AmountsSubstContributorsTotal |
| Public Support Total170 | 69149799 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1271712 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1652812 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1190172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1205741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 482559 | CurrentTaxYear |
| Total | 5802996 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175327 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1496 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 247656 | CurrentTaxYearMinus2Years |
| Total | 424479 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1016 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2153 | CurrentTaxYearMinus2Years |
| Total | 14746 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 81232832 | TotalSupport |
| Gross Receipts From Admissions Etc | 3908229 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78330 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5887753 | BeginningOfYearBalance |
| Contributions | 164554 | Contributions |
| Investment Earnings Or Losses | 6083 | InvestmentEarningsOrLosses |
| Other Expenditures | 101445 | OtherExpenditures |
| End Of Year Balance | 5956945 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5711506 | BeginningOfYearBalance |
| Contributions | 198490 | Contributions |
| Other Expenditures | 22443 | OtherExpenditures |
| End Of Year Balance | 5887753 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5258351 | BeginningOfYearBalance |
| Contributions | 612310 | Contributions |
| Other Expenditures | 159155 | OtherExpenditures |
| End Of Year Balance | 5711506 | 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 |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Foundation Annuities | $1,125,808 |
| Due to Affiliate | $3,643,330 |
| Gift Annuity Obligation | $217,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4986224 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | Swedish Medical Center Foundation's endowment funds consist of individual funds established for a variety of purposes including uncompensated care, research, pediatrics, neurosciences, cancer, heart and vascular, and women's health and childbirth services. The majority of these funds are donor-restricted endowment funds. Net assets associated with endowment funds are classified and reported based on the existence of donor-imposed restrictions. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Sweetow Events | ||||||||
| 14628 156th Ave SE | Renton | WA | 98059 | Fundraising for Celebrate Swedish | 0 | 734817 | 26980 | 707837 |
| MJL Events | ||||||||
| 351 NW 84th St | Seattle | WA | 98117 | Fundraising for Women's Wellness Luncheon | 0 | 251180 | 43000 | 208180 |
| Aria Communications Corp | ||||||||
| 717 W St Germain St | St Cloud | MN | 56301 | Telemarketing Campaign | 0 | 5160 | 1328 | 3832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 991157 | TotalGrossReceipts |
| Total Retained By Contractors | 71308 | TotalRetainedByContractors |
| Total Net To Organization | 919849 | TotalNetToOrganization |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Celebrate Swedish | NameOfEvent1 |
| Gross Receipts Event1 | 973735 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 413111 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 560624 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 189314 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 544925 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Summer Run | NameOfEvent2 |
| Gross Receipts Event2 | 466325 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 447862 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 18463 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 48564 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 271145 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 241650 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 29495 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 149388 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1711205 | GrossReceiptsTotal |
| Charitable Contributions Total | 1102623 | CharitableContributionsTotal |
| Gross Revenue Total Events | 608582 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 189314 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 742877 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 932191 | DirectExpenseSummaryEvents |
| Net Income Summary | -323609 | NetIncomeSummary |
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 | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|
| NW Glaucoma Research | |||||||
| 1221 Madison Ste 1124 | Seattle | WA | 981043588 | 911097810 | 11330 | Glaucoma research | |
| Marsha Rivkin Center for Ovarian Cancer Research | |||||||
| 747 Broadway | Seattle | WA | 981224379 | 912054035 | 506704 | Support ovarian cancer research | 501(c)3 |
| Swedish Medical Center | |||||||
| 747 Broadway | Seattle | WA | 981224379 | 910433740 | 7689260 | Support for Swedish facilities and programs | 501(c)3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
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: Process for monitoring the use of grant funds in the US: 1. The Foundation receives a donation - either completely unrestricted to Swedish, restricted to a specific area (but for any use within that area), or designated for a specific program or fund. 2. Grantee completes internal Foundation form FRA (pre-approval) outlining the project and the amount. The form is approved by the Foundation if the expenditure meets the purpose of the donation and does not exceed the amount available. 3. Check is issued to grantee for the amount of the expenditure. 4. In some cases, an annual report is required explaining how the grant was used and who benefited. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rodney Hochman MD | |||||||||||||
| 0 | 883096 | 0 | 1539977 | 0 | 58441 | 0 | 151140 | 0 | 44835 | 0 | 2677489 | 0 | 714477 |
| Jane Uhlir MD | |||||||||||||
| 0 | 240000 | 0 | 16800 | 0 | 6553 | 0 | 12250 | 0 | 11621 | 0 | 287224 | 0 | 0 |
| John Vassall II MD | |||||||||||||
| 0 | 344168 | 0 | 80362 | 0 | 7811 | 0 | 12250 | 0 | 24035 | 0 | 468626 | 0 | 0 |
| Cynthia Strauss | |||||||||||||
| 0 | 324318 | 0 | 75177 | 0 | 2556 | 0 | 177588 | 0 | 21390 | 0 | 601029 | 0 | 0 |
| Jeffrey Veilleux | |||||||||||||
| 0 | 470511 | 0 | 144000 | 0 | 3761 | 0 | 266119 | 0 | 16869 | 0 | 901260 | 0 | 0 |
| Donald Theophilus | |||||||||||||
| 0 | 241923 | 0 | 125185 | 0 | 1213 | 0 | 58138 | 0 | 12633 | 0 | 439092 | 0 | 0 |
| Rebecca Kelly | |||||||||||||
| 159558 | 0 | 42667 | 0 | 388 | 0 | 34440 | 0 | 23670 | 0 | 260723 | 0 | 0 | 0 |
| Randall Mann | |||||||||||||
| 148627 | 0 | 39302 | 0 | 278 | 0 | 13915 | 0 | 15106 | 0 | 217228 | 0 | 0 | 0 |
| Margaret Angle | |||||||||||||
| 99915 | 0 | 29025 | 0 | 180 | 0 | 10544 | 0 | 19865 | 0 | 159529 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part II, Lines 1-9: Reportable compensation is based on the total amount paid during the fiscal year, including current year payments of amounts reported in prior years as contributions to employee benefit plans and deferred compensation, together with investment earnings from those prior year contributions. As a result, certain amounts have been reported twice, both in prior years when earned or accrued, and again in the current year when paid. Cynthia Strauss, Rod Hochman, Jane Uhlir, John Vassall, and Jeffrey Veilleux are paid employees of Swedish Health Services, a related organization. Nancy Auer is a former employee of Swedish Health Services. They are not compensated for serving as trustees or officers of the Foundation. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction Items | Description |
| Number Of Contributions | 234 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 268925 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The number in column (b) is the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Volunteers Estimate | Form 990, Part I, Line 6 | 81 volunteers providing various functions. Estimate includes 23 board members and volunteers associated with gift shop operations and fundraising events. |
| Form 990, Part VI, Section A, line 3 | Swedish Health Services provides management services to the Swedish Medical Center Foundation. HR and payroll functions of the Foundation are administered by Swedish Health Services. | |
| Form 990, Part VI, Section A, line 6 | Swedish Health Services is the sole member of Swedish Medical Center Foundation. | |
| Form 990, Part VI, Section A, line 7a | Election of members of the Board of Governors is subject to the approval of Swedish Health Services. | |
| Form 990, Part VI, Section A, line 7b | The following decisions by the Governing Body are subject to approval by Swedish Health Services, the sole member of Swedish Medical Center Foundation: a. Appointment of the Chair and Vice-Chair, b. Delegation of the power or duties of an officer or administrator to any other officer or any director or other person, c. The filling of vacancies in the office of Chair or Vice-Chair, d. The appointment of other officers or agents appointed to exercise powers and duties on behalf of the Board of Governors, e. The Chair or Vice-Chair may be removed at any time, with or without cause, by the affirmative vote of a majority of the whole Board of Governors or by the member, f. The bank or banks, trust company or trust companies holding the moneys of the Corporation, g. The process for withdrawal of the moneys of the Corporation, and h. Additions, alterations, amendment, repeal of Bylaws. | |
| Form 990, Part VI, Section B, line 11 | The 990 is prepared by Swedish Health Services, the sole member of Swedish Medical Center Foundation. Preparation and review of the Form 990 involves the compilation of information from all areas of the organization. The initial draft return is prepared by Finance and reviewed by Management. Schedules relating to executive compensation and determination of key employees are reviewed by the Vice Presidents of the Human Resource and Legal departments. An external independent review is performed by an independent tax advisor. All schedules and forms are then reviewed by the Executive Director of Swedish Medical Center Foundation, financial manager(s), the Corporate Controller, Vice President of Finance, and the CFO. Before the return is filed, a copy of the return is made available to all members of the board. The return is then filed with the IRS by the deadline. | |
| Form 990, Part VI, Section B, line 12 | The Swedish Medical Center Foundation is subject to the Conflict of Interest policy of Swedish Health Services, its sole member. Management employees are covered by the Swedish Health Services Conflict of Interest Policy. Board Members and Covered Persons are required to complete a Conflict of Interest Questionnaire annually and disclose any affiliations, interest or relationships, and/or any transactions the individual and/or his or her family members have engaged in that might give rise to an actual, apparent, or potential conflict of interest. The policy defines family members and describes what constitutes conflicts of interest. It requires individuals to report to the appropriate manager or committee chair any further financial interest, situation, activity, interest or conduct that may develop before completion of the next annual questionnaire. Potential conflicts of interest with physician board members with financial interests in businesses that compete with the Foundation are addressed, as well as appropriate disclosures, evaluation and resolution of said conflicts. The Conflict of Interest Questionnaire includes an annual statement that Board Members and Covered Persons (a) have received a copy of the Policy; (b) have read and understand the Policy; (c) agree to comply with the Policy; (d) understand that the Policy applies to committees and subcommittees; (e) understand that the Foundation is a charitable organization that must engage primarily in exempt activities; (f) agree to report to the appropriate manager or committee chair any change to matters previously disclosed on the Conflict of Interest Questionnaire; (g) state that the information provided in the Conflict of Interest Questionnaire is true and accurate to the best of his or her knowledge and belief. The purpose of the policy is to ensure Board Members and Covered Persons are independent and able to perform their duties in an impartial manner free from any bias created by personal interests, to protect the interests of the Foundation, to clarify the duties and obligations of Board Members and Covered Persons in the context of a potential conflict (and to provide with a method for disclosing and resolving said conflict), and to supplement (not replace) any applicable state laws governing conflicts of interest applicable to charitable, non-profit corporations. Swedish Medical Center Foundation will not engage in any contract, transaction, or arrangement involving a potential conflict of interest unless it is determined that appropriate safeguards to protect the charitable mission of the Foundation have been implemented. The Executive Committee of Swedish Health Services will review all Conflict of Interest Questionnaires for Board Members. The Executive Committee will make a finding as to whether an actual, apparent or potential conflict of interest exists, and will take actions as it deems appropriate. The Conflict of Interest Committee governs the policy and questionnaire related to all other Covered Persons. The minutes of meetings will identify any person attending the meeting who has a conflict of interest with respect to any matter before the Board or committee and the action taken to address the conflict of interest (e.g., the individual left the room during discussion of the matter giving rise to the conflict of interest and the individual did not vote on such matter). | |
| Form 990, Part VI, Section B, line 15a | The Board of Governors has delegated authority to the Compensation and HR Committee of the Swedish Health Services Board of Trustees to review and approve compensation arrangements for the Executive Director of the Foundation. All members of the Compensation and HR Committee are independent. Swedish Health Services is the sole member of Swedish Medical Center Foundation. Compensation for executives (including the Executive Director) is reasonable and consistent with the Executive Total Compensation Philosophy approved by the Board of Trustees. Potential conflicts of interest are addressed in accordance with the corporation's conflict of interest policy. The Board of Trustees selects and retains an independent consultant to conduct an annual review of the compensation package, including salaries, incentives and benefits, and recommend appropriate adjustments to ensure that each remains competitive and responsive to changing laws and in keeping with the organization's mission. The Board, as part of its analysis, obtains from the independent consultant appropriate comparability data, including total compensation paid by similarly situated for profit and not for profit health care organizations for positions that are functionally comparable. The consultant provides documentation that total compensation is at fair market value. The consultants' recommendations are reviewed and approved (or not approved) by the Compensation and HR Committees, which document the basis for their decision. Following approval of the annual review by the Compensation and HR Committee, the CEO of Swedish Health Services will approve changes in the compensation package for the Executive Director consistent with the annual review and recommendations approved by the Compensation and HR Committee. Salaries for non-executive employees are reviewed and approved by HR. | |
| Form 990, Part VI, Section C, line 19 | Copies of the Swedish Medical Center Foundation's governing documents, conflict of interest policy, and financial statements are available upon request. | |
| Form 990, Part VI, Section B, Line 13 | The Swedish Medical Center Foundation is subject to the written whistleblower policy of its sole member, Swedish Health Services. | |
| Form 990, Part VI, Section B, Line 14 | The Swedish Medical Center Foundation is subject to the written document retention and destruction policy of its sole member, Swedish Health Services. | |
| Part VII individuals compensated by related organizations | Form 990, Part VII, Section A | Average number of hours worked weekly by persons disclosed in Part VII, Section A who are employed by a related organization: Rodney Hochman, MD - 60 hours Jane Uhlir, MD - 60 hours John Vassall II, MD - 60 hours Cynthia Strauss - 60 hours Jeffrey Veilleux - 60 hours Donald Theophilus - 60 hours Donald Theophilus's salary as Executive Director of the Foundation is paid by Swedish Health Services. The remaining persons listed above are not compensated for serving as trustees or officers of the Swedish Medical Center Foundation. |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized gains on investments: 272,240. Gift shop operations transferred to SHS -448,789. Total to Form 990, Part XI, Line 5: -176,549. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Seattle Heart Alliance Foundation | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 200884590 | Heart and vascular health | WA | 501(c)(3) | Line 11a, I | Swedish Health Services | 0 | |
| Swedish Community Services | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 910729017 | Healthcare | WA | 501(c)(3) | Line 7 | Swedish Health Services | 0 | |
| Swedish Health Services | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 910433740 | Hospital | WA | 501(c)(3) | Line 3 | 0 | N/A | |
| Marsha Rivkin Center for Ovarian Cancer Research | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 912054035 | Ovarian cancer research | WA | 501(c)(3) | Line 7 | Swedish Health Services | 0 | |
| Swedish MJM Holdings | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 273139262 | Holding company | WA | 501(c)(3) | Line 11a, I | Swedish Health Services | 0 | |
| Global to Local Health Initiative | |||||||||||
| 747 Broadway | Seattle | WA | 98122 | 273133200 | Healthcare | WA | 501(c)(3) | Line 7 | Swedish Health Services | 0 | |
| Swedish Edmonds | |||||||||||
| 21601 76th Ave W | Edmonds | WA | 98206 | 272305304 | Hospital | WA | 501(c)(3) | Line 3 | Swedish Health Services | 0 | |
| Stevens Foundation | |||||||||||
| 21601 76th Ave W | Edmonds | WA | 98206 | 205803835 | Support Swedish Edmonds | WA | 501(c)(3) | Line 11a, I | Swedish Edmonds | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| Issaquah Surgery Center LLC | |||||||
| 6505 226th Pl SE Ste 102 | Issaquah | WA | 98027 | 261205223 | Medical - surgery | WA | N/A |
| Minor & James Medical PLLC | |||||||
| 515 Minor Ave Ste 200 | Seattle | WA | 98104 | 911340223 | Physician Clinic | WA | N/A |
| PETCT Imaging at Swedish Cancer Institute LLC | |||||||
| 1221 Madison St | Seattle | WA | 98104 | 203132044 | Medical imaging | WA | N/A |
| SMC - Radia Issaquah Imaging Ctr LLC | |||||||
| 2005 NW Sammamish Rd | Issaquah | WA | 98027 | 202048959 | Medical imaging | WA | N/A |
| Swedish First Hill Diagnostic Imaging LLC | |||||||
| 1001 Boylston Ave | Seattle | WA | 98104 | 208378242 | Medical imaging | WA | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| 1221 Madison Street Owners Association | ||||||||
| 747 Broadway | Seattle | WA | 98122 | 201954319 | Owners association | WA | N/A | C |
| Washington Cancer Centers PC | ||||||||
| 1560 N 115th G-16 | Seattle | WA | 98133 | 911792791 | Cancer treatment | WA | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 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 | 0 | 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 |
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