CALIFORNIA HEART CENTER FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HEART CENTER FOUNDATION (EIN 95-4772979)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201123199349308662
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

FieldValueIRS element (for citing)
Timestamp2011-11-15T16:02:45-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line118111 VON KARMAN AVENUE SUITE 1000AddressLine1
CityIRVINECity
StateCAState
ZIP Code92612ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954772979EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HEART CENTER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCALINameControl
Phone3102488327Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18536 WILSHIRE BOULEVARD 3RD FLOORAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90211ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS D GORDONName
TitleCFOTitle
Phone3102488327Phone
Date Signed2011-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKARA ADAMSName
Phone9497942300Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonERIC N MARTONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18536 WILSHIRE BOULEVARD 3RD FLOORAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90211ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2397116GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CALIFORNIAHEARTCENTER.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionPROMOTE & DEVELOP EDUCATIONAL & SCIENTIFIC RESEARCH TO ADVANCE THE FIELD OF CARDIOVASCULAR MEDICINE.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers19TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1202798ContributionsGrantsPriorYear
Contributions Grants Current Year2355777ContributionsGrantsCurrentYear
Program Service Revenue Prior Year27380ProgramServiceRevenuePriorYear
Program Service Revenue CY27000ProgramServiceRevenueCY
Investment Income Prior Year-109770InvestmentIncomePriorYear
Investment Income Current Year12029InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year2310OtherRevenueCurrentYear
Total Revenue Prior Year1120408TotalRevenuePriorYear
Total Revenue Current Year2397116TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year796650SalariesEtcPriorYear
Salaries Etc Current Year1243501SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year572581OtherExpensePriorYear
Other Expenses Current Year673594OtherExpensesCurrentYear
Total Expenses Prior Year1369231TotalExpensesPriorYear
Total Expenses Current Year1917095TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-248823RevenuesLessExpensesPriorYear
Revenues Less Expenses CY480021RevenuesLessExpensesCY
Total Assets BOY752522TotalAssetsBOY
Total Assets EOY1223690TotalAssetsEOY
Total Liabilities BOY101406TotalLiabilitiesBOY
Total Liabilities EOY77487TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY651116NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1146203NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE CALIFORNIA HEART CENTER FOUNDATION IS TO ADVANCE THE FIELD OF CARDIOVASCULAR MEDICINE THROUGH CLINICAL RESEARCH INITIATIVES AND EDUCATIONAL INITIATIVES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1277607Expense
Revenue29310Revenue
DescriptionTHE MISSION OF THE CALIFORNIA HEART CENTER FOUNDATION IS TO ADVANCE THE FIELD OF CARDIOVASCULAR MEDICINE THROUGH CLINICAL RESEARCH INITIATIVES AND EDUCATIONAL INITIATIVES. OUR EFFORTS INCLUDE THE PURSUIT OF COLLABORATIVE RESEARCH PROJECTS WHICH PROMOTE A DEEPER UNDERSTANDING OF DISEASE PROGRESSION AND TEST THE EFFICACY OF NEW STRATEGIES FOR DIAGNOSIS AND TREATMENT. AREAS OF RESEARCH CURRENTLY BEING PURSUED INCLUDE NON-INVASIVE METHODS TO DETECT ORGAN REJECTION, NOVEL IMMUNOSUPPRESSIVE AGENTS, IMMUNE MONITORING STRATEGIES, AND LONG-TERM COMPLICATIONS SUCH AS CARDIAC ALLOGRAFT VASCULOPATHY. (CONTINUED ON SCHEDULE O)(CONTINUATION FROM FORM 990, PAGE 2)THE ORGANIZATION ALSO SUPPORTS IMPORTANT SCIENTIFIC SYMPOSIA, WHICH ALLOW FOR THE EXCHANGE OF IDEAS AMONG LEADERS IN THE FIELD AND PROVIDE A FORUM FOR EXPERTS TO SHARE THEIR EXPERIENCE AND KNOWLEDGE WITH OTHER PRACTITIONERS. THE ORGANIZATION RESOURCES ARE ALSO LEVERAGED TO SUPPORT A SUMMER RESEARCH INTERNSHIP PROGRAM FOR UNDERGRADUATE STUDENTS WITH AN INTEREST IN MEDICINE AND/OR ACADEMIC RESEARCH.FOLLOWING IS A SUMMARY OF PROJECTS AND PROGRAMS IMPLEMENTED IN 2010:CONSENSUS CONFERENCE ON THE TREATMENT OF ANTIBODY MEDIATED REJECTION IN HEART TRANSPLANTATION:IN COLLABORATION WITH THE INTERNATIONAL SOCIETY OF HEART & LUNG TRANSPLANTATION, A CONSENSUS CONFERENCE ON THE TREATMENT OF ANTIBODY MEDIATED REJECTION WAS HELD ON APRIL 20, 2010 IN CHICAGO, WITH JON KOBASHIGAWA SERVING AS THE CONFERENCE ORGANIZER AND CHAIR. THE CONFERENCE CONVENED 102 LEADING EXPERTS IN THE FIELD OF TRANSPLANTATION FROM AROUND THE WORLD, INCLUDING CLINICIANS, SURGEONS, IMMUNOLOGISTS AND PATHOLOGISTS WITH THE GOAL OF DEVELOPING MUCH-NEEDED GUIDELINES FOR THE DIAGNOSIS AND TREATMENT OF ANTIBODY MEDIATED REJECTION. THE CONFERENCE WAS WELL-RECEIVED AND HIGHLY PRODUCTIVE. A CONSENSUS STATEMENT IS CURRENTLY IN PROGRESS, WITH PUBLICATION EXPECTED THIS FALL.HEART TRANSPLANTATION AND ADVANCED HEART FAILURE: AN EXPERT UPDATE OF DIAGNOSIS AND TREATMENT OPTIONS:THIS TWO DAY COURSE, SPONSORED BY THE ORGANIZATION AND CEDARS-SINAI HEART INSTITUTE AND CHAIRED BY JON KOBASHIGAWA, FEATURED EXPERT PRESENTERS ON SUBJECT AREAS IDENTIFIED AS PART OF THE NEW AMERICAN BOARD OF INTERNAL MEDICINE CERTIFICATION EXAM IN HEART FAILURE AND TRANSPLANTATION. HELD IN LOS ANGELES ON OCTOBER 15-16, 2010, THIS EDUCATIONAL ACTIVITY OFFERED 14 HOURS OF INTENSIVE TEACHING FOCUSED ON CORE COMPETENCIES OF ADVANCED HEART FAILURE, MECHANICAL CIRCULATORY SUPPORT, PULMONARY HYPERTENSION AND TRANSPLANT CARDIOLOGY. THE COURSE INCLUDED A COMBINATION OF DIDACTIC LECTURES AND CASE BASED PRESENTATIONS WITH EMPHASIS ON GUIDELINES, KNOWLEDGE, AND PRACTICE MANAGEMENT AND IS EXPECTED TO DRAW PARTICIPATION FROM ACROSS THE COUNTRY.SUMMER RESEARCH INTERNSHIPS: UNDER THE SUPERVISION AND MENTORSHIP OF JON KOBASHIGAWA, SUMMER HEART TRANSPLANT RESEARCH INTERNSHIPS WERE OFFERED TO SIX STUDENTS IN MAY 2010. THESE INTERNSHIPS PROVIDE STUDENTS AT ALL LEVELS OF TRAINING AN OPPORTUNITY TO LEARN THE CLINICAL RESEARCH PROCESS, INCLUDING MEDICAL LITERATURE REVIEW, STUDY DESIGN, CHART REVIEW/DATA COLLECTION, DATA ANALYSIS, AND ABSTRACT DEVELOPMENT AND SUBMISSION. COMPLETED ABSTRACTS WERE SUBMITTED TO THE AMERICAN FEDERATION OF MEDICAL RESEARCH, A FORUM FOR JUNIOR INVESTIGATORS. THIS YEARS GROUP INCLUDED A FIRST YEAR MEDICAL STUDENT FROM CASE WESTERN UNIVERSITY AND UNDERGRADUATE STUDENTS FROM UC BERKELEY, UC SAN DIEGO, UCLA AND USC.RESEARCH PROJECTS:STUDY TITLE: EARLY INVASIVE MONITORING ATTENUATION THROUGH GENE EXPRESSION (EIMAGE)SPONSOR: EXPRESSION DIAGNOSTICS INC.PROJECT SUMMARY: THE PURPOSE OF THIS STUDY IS TO COMPARE THE SAFETY AND EFFECTIVENESS OF GENE EXPRESSION BLOOD TESTS TO THE COMMONLY USED METHOD OF HEART BIOPSIES FOR MONITORING ACUTE REJECTION IN PATIENTS WHO HAVE HAD A HEART TRANSPLANT. REJECTION IS PART OF THE BODY'S NATURAL DEFENSE AGAINST DISEASE AND IT IS A NORMAL RESPONSE BY THE BODY'S IMMUNE SYSTEM TO A TRANSPLANTED ORGAN. HISTORICALLY, THE STANDARD METHOD TO DETERMINE REJECTION HAS BEEN THROUGH ROUTINE HEART BIOPSIES. HOWEVER, A HEART BIOPSY IS AN INVASIVE PROCEDURE THAT REQUIRES PUTTING A SMALL TUBE THROUGH THE NECK OR GROIN INTO THE HEART; A VERY SMALL PIECE OF THE HEART TISSUE IS REMOVED AND EXAMINED FOR SIGNS OF REJECTION. BECAUSE OF THIS, THERE IS A GREAT DEAL OF INTEREST IN USING NON-INVASIVE METHODS TO DIAGNOSE REJECTION IN HEART TRANSPLANT PATIENTS. THE STUDY AIMS TO DEMONSTRATE THAT ACUTE REJECTION OF THE TRANSPLANTED HEART CAN BE SAFELY MONITORED USING THIS BLOOD TEST, FIRST COMMERCIALLY INTRODUCED IN 2005, SO THAT REPEATED HEART BIOPSIES CAN BE AVOIDED. THIS BLOOD TEST, CALLED GENE EXPRESSION PROFILING (GEP), BRAND NAMED ALLOMAP, IDENTIFIES THE EXPRESSION OF GENES ON WHITE BLOOD CELLS THAT CIRCULATE IN THE BLOOD AND CAUSE THE HEART TO BE REJECTED.STUDY TITLE: CLINICAL TRIALS IN ORGAN TRANSPLANTATION (CTOT): INDIVIDUALIZING THERAPY FOR KIDNEY AND HEART TRANSPLANT RECIPIENTSSPONSOR: NIHPROJECT SUMMARY: TRANSPLANTATION IS THE IDEAL THERAPY FOR END STAGE HEART AND END STAGE KIDNEY FAILURE, BUT ALLOGRAFT SURVIVAL AND FUNCTION REMAIN SUBOPTIMAL. THIS CTOT RENEWAL APPLICATION WILL BUILD UPON THE FINDINGS RESULTING FROM THE PREVIOUS 4 YEARS OF STUDYING BIOMARKERS AND MECHANISMS OF INJURY IN HEART AND KIDNEY TRANSPLANT RECIPIENTS IN AN EFFORT TO DEVELOP THERAPIES TAILORED TO INDIVIDUAL PATIENTS. THE OVERRIDING CLINICAL HYPOTHESIS IS THAT SPECIFICALLY DESIGNED THERAPIES GUIDED BY RATIONALLY CHOSEN NONINVASIVE IMMUNE MONITORING WILL IMPROVE OUTCOMES IN HEART AND KIDNEY TRANSPLANT RECIPIENTS. THE STUDY WILL INVOLVE IDENTIFYING HEART TRANSPLANT CANDIDATES AT HIGH RISK FOR ANTIBODY MEDIATED INJURY (HIGH PRA) AND PERFORMING A PILOT STUDY TO DETERMINE THE SAFETY AND EFFICACY OF DESENSITIZATION USING A COMBINATION OF B CELL DEPLETION (RITUXIMAB), IVIG PLASMAPHERESIS. THE STUDY WILL TEST THE HYPOTHESIS THAT DESENSITIZATION WILL LOWER PRA, DIMINISH THE WAITING TIME TO HEART TRANSPLANTATION AND RESULT IN ACCEPTABLE 1 YEAR GRAFT SURVIVAL AND FUNCTION. PATIENTS WILL BE ENROLLED FROM WITHIN A POWERFUL CONSORTIUM OF 22 NORTH AMERICAN HEART TRANSPLANT CENTERS THAT WAS DEVELOPED FOR THE ONGOING HEART TRANSPLANTATION CTOT05 STUDY. ASSOCIATED MECHANISTIC STUDIES WILL DETERMINE HOW THE DESENSITIZATION PROTOCOL IMPACTS PREFORMED ALLOREACTIVE T AND B CELL IMMUNITY AND WILL TEST THE HYPOTHESIS THAT RESIDUAL B AND T CELL IMMUNE MEMORY WITH REACTIVITY TO DONOR ANTIGENS MEDIATES POST-TRANSPLANT ALLOGRAFT INJURY.STUDY TITLE: RISK FACTORS AND OUTCOMES POST HEART TRANSPLANTATIONSPONSOR: INTERNALPROJECT SUMMARY: THE PURPOSE OF THIS CLINICAL RESEARCH IS TO RETROSPECTIVELY REVIEW DATA ON PATIENTS TRANSPLANTED AT OUR CENTER TO ASSESS A VARIETY OF FACTORS AND THEIR IMPACT ON BOTH SHORT-TERM AND LONG-TERM SURVIVAL POST HEART TRANSPLANTATION. THE DATA THAT WILL BE COLLECTED AND ANALYZED WILL BE EXTRACTED FROM MEDICAL RECORDS, AND THIS DATA WILL CONSIST OF DEMOGRAPHICS AND OUTCOMES FOR HEART TRANSPLANT RECIPIENTS. DEMOGRAPHICS WILL CONSIST OF BOTH RECIPIENT AND DONOR CHARACTERISTICS. OUTCOMES MAY CONSIST OF LABORATORY RESULTS, PROCEDURAL RESULTS, CLINICAL DIAGNOSES, HOSPITALIZATION INFORMATION, LIST OF MEDICATIONS, HOSPITALIZATIONS, LABORATORY RESULTS, AS WELL AS ANY OTHER ADDITIONAL RELEVANT DATA. WITH SUCH AN EXTENSIVE HEART TRANSPLANT PROGRAM WITH A LARGE COHORT OF PATIENTS, DATA FROM OUR CENTER WOULD GREATLY ENHANCE AND BENEFIT THE FIELD OF HEART TRANSPLANTATION. BY EVALUATING THE DATA OF ALL OF OUR HEART TRANSPLANT PATIENTS IN ONE COMPREHENSIVE DATABASE STUDY, WE MAY BE ABLE TO IMPROVE OUR UNDERSTANDING OF HEART TRANSPLANTATION AS WELL AS THE QUALITY OF LIFE OF HEART TRANSPLANT PATIENTS.FULL PROPOSAL TITLE: CERTICAN SUB-STUDY (EFFECT OF EVEROLIMUS IMMUNOTHERAPY ON ANTI-HLA ANTIBODY MEDIATED ACTIVATION OF ENDOTHELIAL CELLS. A RETROSPECTIVE MECHANISTIC SUBSTUDY OF THE NOVARTIS SPONSORED TRIAL "A 24-MONTH, MULTI-CENTER, RANDOMIZED, OPEN-LABEL STUDY OF EFFICACY AND SAFETY COMPARING TWO EXPOSURES OF CONCENTRATION-CONTROLLED EVEROLIMUS WITH REDUCED NEORAL VERSUS 3.0 G MMF WITH STANDARD DOSE NEORAL IN DE NOVO HEART TRANSPLANT RECIPIENTS".)SPONSOR: NOVARTIS PROJECT SUMMARY: THIS STUDY IS A MECHANISTIC SUBSTUDY OF THE NOVARTIS SPONSORED TRIAL "A 24-MONTH, MULTI-CENTER, RANDOMIZED, OPEN-LABEL NON-INFERIORITY STUDY OF EFFICACY AND SAFETY COMPARING TWO EXPOSURES OF CONCENTRATION-CONTROLLED CERTICAN WITH REDUCED NEORAL VERSUS 3.0 G MMF WITH STANDARD DOSE NEORAL IN DE NOVO HEART TRANSPLANT RECIPIENTS." THE PARENT STUDY IS A PROSPECTIVE, RANDOMIZED STUDY TO ASSESS THE EFFICACY OF CERTICAN IN 660 RECIPIENTS OF CARDIAC ALLOGRAFTS.Description
Total Program Service Expense1277607TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ERIC MARTONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3102488327TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18536 WILSHIRE BOULEVARD 3RD FLOORAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90211ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JON KOBASHIGAWA MD
VOLUNTARY CHIEF MEDICAL OFFICER2.00XX000
KEENAN BEHRLE
CHAIRPERSON2.00XX000
JAMES HAMILTON
SECRETARY2.00XX000
KAY DILLARD
DIRECTOR2.00X000
THOMAS D GORDON
CFO1.00XX0837302105709
RUSSELL FAUCETT
DIRECTOR2.00X000
IRENE FURLONG
DIRECTOR2.00X000
MICHELE HAMILTON MD
DIRECTOR2.00X000
RICHARD B JACOBS
DIRECTOR1.00X0846897164569
E ERIC JOHNSON
DIRECTOR2.00X000
JOSEPH O LAMPE
DIRECTOR2.00X000
EDUARDO MARBAN MD
DIRECTOR1.00X01957819134517
LAURENCE MARTON MD
DIRECTOR2.00X000
ARTHUR J OCHOA
DIRECTOR1.00X060762875411
WILLIAM OUCHI PHD
DIRECTOR2.00X000
EDWARD PRUNCHUNAS
DIRECTOR1.00X01110832191591
LAWRENCE SOUZA PHD
DIRECTOR2.00X000
PHILLIP L WILLIAMS
DIRECTOR2.00X000
ERIC N MARTON
PRESIDENT60.00X032680124554
CHRISTINE SUMBI
VICE-PRESIDENT40.00X01070376421
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs5794316TotalReportableCompFrmRltdOrgs
Total Other Compensation702772TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Related Organizations2099398RelatedOrganizations
All Other Contributions256379AllOtherContributions
Total Contributions2355777TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionEDUCATIONAL PROGRAMSDescription
Business Code611430BusinessCode
Total Revenue Column27000TotalRevenueColumn
Related Or Exempt Function Income27000RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue27000TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column12029TotalRevenueColumn
Exclusion$12,029ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column2310TotalRevenueColumn
Related Or Exempt Function Income2310RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue2310TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2397116TotalRevenueColumn
Related Or Exempt Function Income29310RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$12,029ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total433838Total
Management And General433838ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total547788Total
Program Services547788ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total50177Total
Program Services50177ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total152706Total
Program Services152706ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total58992Total
Program Services58992ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total34622Total
Management And General34622ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total13000Total
Management And General13000ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2830Total
Management And General2830ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total140939Total
Program Services78634ProgramServices
Management And General62305ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8015Total
Program Services7850ProgramServices
Management And General165ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total242572Total
Program Services242572ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total3234Total
Program Services3234ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total79694Total
Management And General79694ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total2435Total
Program Services2435ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total43421Total
Program Services43421ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total80239Total
Program Services80239ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
STORAGE73537353
BANK/CREDIT CARD FEES41474147
LICENSES & TAXES37293729
DUES & SUBSCRIPTIONS21003671733

All Other Expenses AllOtherExpenses

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Total5264Total
Program Services1839ProgramServices
Management And General3425ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

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Total1917095Total
Program Services1277607ProgramServices
Management And General639488ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY27511BOY
EOY71431EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY96383BOY
EOY137417EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY7098EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis461008LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec107608LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY396821BOY
EOY353400EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY218696BOY
EOY641233EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2550BOY
EOY2550EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10561BOY
EOY10561EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY752522BOY
EOY1223690EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY101406BOY
EOY77487EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY101406BOY
EOY77487EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY651116BOY
EOY1146203EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY651116BOY
EOY1146203EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY752522BOY
EOY1223690EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses480021ReconcilationRevenueExpenses
Reconcilation Other Changes15066ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years385750CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years393819CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1380752CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1202798CurrentTaxYearMinus1Year
Current Tax Year2355777CurrentTaxYear
Total5718896Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years385750CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years393819CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1380752CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1202798CurrentTaxYearMinus1Year
Current Tax Year2355777CurrentTaxYear
Total5718896Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total3274459AmountsSubstContributorsTotal
Public Support Total1702444437PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39778CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28302CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11200CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7427CurrentTaxYearMinus1Year
Current Tax Year12029CurrentTaxYear
Total98736Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years66694CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21443CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years25CurrentTaxYearMinus2Years
Total88162Total
FieldValueIRS element (for citing)
Total Support5905794TotalSupport
Gross Receipts From Admissions Etc276480GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.41390PublicSupportPertcentage170
Public Support Pertcent Prior Year0.26230PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Facts And Circumstances TestDURING 2008 ABD 2009, THE ECONOMIC DOWNTURN CAUSED THE CALIFORNIA HEART CENTER FOUNDATION TO ACCEPT ADDITIONAL CONTRIBUTIONS FROM ITS SUPPORTING ORGANIZATION GIFT OF THE HEART FOUNDATION AND IN 2010 FROM CEDARS-SINAI MEDICAL CENTER, A RELATED ENTITY. THESE ADDITIONAL CONTRIBUTIONS CAUSED CALIFORNIA HEART CENTER FOUNDATION TO NOT MEET THE 33 1/3% PUBLIC SUPPORT TEST.CALIFORNIA HEART CENTER FOUNDATION DOES MEET THE 10% FACTS AND CIRCUMSTANCES TEST AS CALIFORNIA HEART CENTER FOUNDATION MAINTAINS CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND OTHER PUBLIC CHARITIES.FactsAndCircumstancesTest

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis346762OtherCostOrOtherBasis
Depreciation57802Depreciation
Book Value288960BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis77162OtherCostOrOtherBasis
Depreciation36561Depreciation
Book Value40601BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis37084OtherCostOrOtherBasis
Depreciation13245Depreciation
Book Value23839BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings353400TotalOfBookValueLandBuildings

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
THOMAS D GORDON
045017601977510189375074550031159094301100
RICHARD B JACOBS
04817800225162013995501491310154380101146600
EDUARDO MARBAN MD
0113012002814740546225089700044817020923360249606
ARTHUR J OCHOA
03641500197149046329039601035810068303900
EDWARD PRUNCHUNAS
05944070284455023197001538340377570130242300
ERIC N MARTON
026194005412501073600024554035135500

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1B
PART I, LINE 4BTHE PLAN, A SUPPLEMENTAL RETIREMENT ALLOWANCE, IS A NON-QUALIFIED DEFINED CONTRIBUTION PLAN. THE BENEFIT FORMULA FOR THIS PLAN HAS ANNUAL CONTRIBUTIONS THAT ARE EITHER A PERCENTAGE OF SALARY, OR ARE DESIGNED TO FUND A PERCENTAGE OF THE ESTIMATED FINAL 5-YEAR AVERAGE SALARY. THE FOLLOWING OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHEST-COMPENSATED EMPLOYEES RECEIVED PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2010. THOMAS D. GORDON 131,268 RICHARD B. JACOBS 93,552 EDUARDO MARBAN, MD 437,589 ERIC N. MARTON 9,814 ARTHUR J. OCHOA 26,506 EDWARD PRUNCHUNAS 175,875
PART IIISCHEDULE J, PART I, LINE 3: THE PRESIDENT IS COMPENSATED BY A RELATED ORGANIZATION. PLEASE SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15.SUPPLEMENTAL INFORMATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROGRAM SERVICE STATEMENTTHE PROPOSED MECHANISTIC STUDY WILL ENTAIL OBTAINING SERIAL SAMPLES OFBLOOD FROM APPROXIMATELY 250 STUDY SUBJECTS ENROLLED AT US TRANSPLANT CENTERS (4 TIME POINTS), PERFORMING TESTING FOR ANTI-HLA CLASS I AND CLASS II ANTIBODY BY LUMINEX, PERFORMING EVALUATION OF SIGNALING PATHWAYS IN CARDIAC BIOPSIES (5 TIMEPOINTS) AND CORRELATING THE RESULTS WITH THE CLINICAL ENDPOINTS (ACUTE REJECTION, HEMODYNAMIC COMPROMISE, CARDIAC ALLOGRAFT VASCULOPATHY, GRAFT LOSS, RE-TRANSPLANT). OUR STUDY WILL TEST THE HYPOTHESIS THAT DONOR REACTIVE ALLOANTIBODIES ARE IMMUNE MEDIATORS OF ACUTE AND/OR CHRONIC INJURY TO HUMAN CARDIAC ALLOGRAFTS BY TRANSDUCING SIGNALS THAT ELICIT CELL PROLIFERATION. WE PREDICT THAT THE DETECTION OF ANTI DONOR ALLOANTIBODY IN THE PERIPHERAL BLOOD WILL OCCUR PRIOR TO THE CLINICAL DETECTION OF GRAFT INJURY, PROVIDING MECHANISTIC INSIGHT INTO GRAFT INJURY AND PROVIDING A RISK ASSESSMENT FOR POOR OUTCOME. BECAUSE PATIENTS WILL BE RANDOMIZED TO CERTICAN-REDUCED NEORAL VERSUS MMF-NEORAL STANDARD DOSE, THE MECHANISTIC STUDIES WILL ALSO PERMIT US TO ASSESS WHETHER CERTICAN CAN INHIBIT ANTI-HLA ANTIBODY INDUCED SIGNALING BETWEEN THE STUDY GROUPS. FINALLY, WE WILL TEST THE HYPOTHESIS THAT THE CAPACITY OF SERA FROM HEART ALLOGRAFT RECIPIENTS TO MEDIATE PROLIFERATIVE AND/OR CELL SURVIVAL SIGNALS IS DEPENDENT UPON THE SPECIFICITY AND TITER OF THE ANTI-HLA ANTIBODY.
FORM 990, PART IV, LINE 12THE ORGANIZATION WAS INCLUDED IN A CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE FISCAL YEARS ENDED 6/30/10 AND 6/30/11 DUE TO THE FACT THAT THE TAX YEAR OF ITS TAX-EXEMPT PARENT ORGANIZATION, CEDARS-SINAI MEDICAL CENTER, ENDS ON 6/30. THERE ARE NO AUDITED FINANCIAL STATMENTS FOR THE YEAR ENDED 12/31/10.
FORM 990, PART VI, SECTION A, LINE 2LAURENCE MARTON, MD, DIRECTOR AND ERIC MARTON, PRESIDENT HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4IN DECEMBER 2009, THE ORGANIZATION'S BY-LAWS WERE RESTATED WHEN CEDARS-SINAI MEDICAL CENTER BECAME THE SOLE MEMBER OF CALIFORNIA HEART CENTER FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6CEDARS-SINAI MEDICAL CENTER IS THE SOLE CORPORATE MEMBER OF CALIFORNIA HEART CENTER FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7ACEDARS-SINAI MEDICAL CENTER AS THE SOLE CORPORATE MEMBER, CAN ELECT BOARD OF DIRECTORS TO CALIFORNIA HEART CENTER FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BRESERVED RIGHTS OF CEDARS-SINAI MEDICAL CENTER, THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THE FOLLOWING ACTIONS MUST BE APPROVED OR ACTED UPON BY CEDARS-SINAI MEDICAL CENTER BEFORE BECOMING EFFECTIVE: (A) ANY SALE OR OTHER DISPOSITION OF ALL OR A SUBSTANTIAL PORTION OF THE ASSETS OF THE ORGANIZATION; (B) ANY MERGER OR AFFILIATION OF THE ORGANIZATION WITH ANY PERSON OR ENTITY OTHER THAN THE MEMBER; (C) ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THE ORGANIZATION; (D) ANY ACT OR OMISSION WHICH CREATES ANY MATERIAL RISK TO THE MEMBER'S TAX EXEMPT STATUS, OR CREATES ANY MATERIAL RISK OF A VIOLATION OF ANY STATE OR FEDERAL LAWS; (E) DISSOLUTION OF THE ORGANIZATION OR THE FILING OF ANY BANKRUPTCY PETITION; (F) CREATION OF ANY NEW CORPORATION, PARTNERSHIP OR ASSOCIATION; (G) ACQUISITION OF OR THE INVESTMENT IN A NEW OPERATING BUSINESS; (H) ENTERING INTO ANY PARTNERSHIPS OR JOINT VENTURES; (I) ADOPTION OF OR CHANGES TO OPERATING OR CAPITAL BUDGETS; (J) ADOPTION OF THIS CORPORATION'S POLICIES AND PROCEDURES; (K) EXECUTION AND DELIVERY OF ANY NEW AFFILIATION AGREEMENTS AND OTHER RELATIONSHIPS WITH THE UCLA SCHOOL OF MEDICINE AND OTHER INSTITUTIONS OF MEDICAL LEARNING; (L) UNBUDGETED CAPITAL EXPENDITURES OVER $100,000; (M) LOANS, BORROWINGS OR GUARANTEES IN EXCESS OF $100,000, UNLESS APPROVED IN THE BUDGET; (N) ANY SECURITY INTERESTS OR MORTGAGES ON THE PROPERTY OF ORGANIZATION; (O) OPERATING OR CAPITAL LEASES WHERE THE TERM IS OVER FIVE YEARS OR THE TOTAL OBLIGATION UNDER THE LEASE EXCEEDS $100,000, UNLESS APPROVED IN THE BUDGET; (P) TERMINATION OR SELECTION OF THE AUDITORS OF THE ORGANIZATION; (Q) SUBJECT TO SECTION 5.08, APPOINTMENT OR REMOVAL OF ANY MEMBER OF THE BOARD (OTHER THAN EX-OFFICIO DIRECTORS); (R) APPOINTMENT OF REMOVAL OF ANY OFFICERS; (S) EXECUTION AND DELIVERY OF ANY PROFESSIONAL SERVICE AGREEMENTS; (T) RELOCATION OF PRINCIPAL OFFICE; (U) FIXING THE NUMBER OF DIRECTORS OF THE ORGANIZATION
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S FORM 990 UNDERGOES AN INTENSE AND HIGHLY COMPREHENSIVE REVIEW PROCESS. THE REVIEW INVOLVES VARIOUS MANAGEMENT PERSONNEL AND A BIG FOUR ACCOUNTING FIRM.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY ANNUAL STATEMENTS: EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS AND ANY OTHER INTERESTED PERSON AS DETERMINED BY THE BOARD OR COMMITTEE SHALL AT LEAST ANNUALLY SIGN A COPY OF THE "STATEMENT PERTAINING TO CONFLICT OF INTEREST." IF A DIRECTOR, OFFICER, OR COMMITTEE MEMBER, OR DESIGNATED INTERESTED PERSON BECOMES AWARE THAT A POTENTIAL OR APPARENT CONFLICT MAY EXIST WHICH IS NOT DISCLOSED ON SUCH A STATEMENT, IT SHALL BE THE RESPONSIBILITY OF THE INTERESTED PERSON TO DISCLOSE THE POTENTIAL CONFLICT TO THE PRESIDENT AND TO THE BOARD OR APPROPRIATE COMMITTEE AND AS SET FORTH ABOVE, PRIOR TO ANY BOARD OR COMMITTEE DISCUSSIONS OR ACTION WITH RESPECT TO THE RELEVANT TRANSACTION OR ARRANGEMENT, AND, IF RELEVANT, TO LEAVE THE MEETING DURING THE DISCUSSION AND VOTE ON THE TRANSACTION OR ARRANGEMENT. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: IF CONSIDERATION OF THE TRANSACTION OR ARRANGEMENT AT ISSUE IS A MATTER WITHIN THE SCOPE OF AUTHORITY OF THE BOARD OF DIRECTORS OR A COMMITTEE, AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE RELEVANT CHCF OFFICER OR ADMINISTRATOR SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS AND, NOTWITHSTANDING THE CONFLICT, THE CHCF OFFICER OR ADMINISTRATOR DETERMINES THAT IT CONTINUES TO BE IN THE BEST INTERESTS OF CHCF TO PROCEED WITH THE TRANSACTION OR ARRANGEMENT AT ISSUE, THE CHCF OFFICER OR ADMINISTRATOR SHALL REFER THE TRANSACTION OR ARRANGEMENT TO THE BOARD OR THE APPROPRIATE BOARD-DESIGNATED COMMITTEE FOR EVALUATION. ALTERNATIVELY IF CONSIDERATION OF THE TRANSACTION OR ARRANGEMENT AT ISSUE IS A MATTER WITHIN THE SCOPE OF THE AUTHORITY OF THE BOARD OF DIRECTORS OR A COMMITTEE, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF THE EXISTENCE OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE, BY MAJORITY VOTE, IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE REGARDING THE TRANSACTION OR ARRANGEMENT. AFTER SUCH PRESENTATION THE INTERESTED PERSON MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT. B. THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF DEEMED APPROPRIATE BY THE BOARD OR COMMITTEE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER CHCF CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN CHCF'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO CHCF AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. VIOLATIONS OF THE CONFLICTS POLICY: A. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER OF THE BOARD OR COMMITTEE OR AN OFFICER OR OTHER INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OR OFFICER OR INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15BTHE EXECUTIVE PERSONNEL COMMITTEE (THE COMMITTEE) OF THE TAX-EXEMPT PARENT OF THE ORGANIZATION, CEDARS-SINAI MEDICAL CENTER, IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE ADDRESSES COMPENSATION AND BENEFITS REGARDING THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND BOARD MEMBERS WHO ARE ALSO EXECUTIVE EMPLOYEES AND CONTRACTUALLY ENGAGED FACULTY OF THE MEDICAL CENTER, AND IS AUTHORIZED BY THE BOARD OF DIRECTORS TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO SUCH ISSUES, AND OTHER GOVERNANCE ISSUES AS REQUESTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, THE CHAIR OF THE BOARD OF DIRECTORS, OR THE CEO, ALL SUBJECT TO THE COMMITTEE'S ONGOING REPORTING OBLIGATION TO THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. SPECIFICALLY, THE COMMITTEE EVALUATES THE PERFORMANCE AND APPROVES THE COMPENSATION AND BENEFITS FOR THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND BOARD MEMBERS WHO ARE ALSO EXECUTIVE EMPLOYEES AND CONTRACTUALLY ENGAGED FACULTY OF THE MEDICAL CENTER. THE MEMBERS OF THE COMMITTEE ARE APPOINTED ANNUALLY BY THE CHAIR OF THE MEDICAL CENTER'S BOARD OF DIRECTORS. APPOINTMENTS ARE FOR A ONE YEAR TERM. EACH YEAR, THE COMMITTEE FOLLOWS A PROCESS THAT ENSURES THAT THE COMPENSATION AND BENEFITS IS REASONABLE AND IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS. THE MEDICAL CENTER'S SVP OF HR PROVIDES STAFF SUPPORT TO THE COMMITTEE. THE COMMITTEE MAY INCLUDE MEMBERS OF THE MEDICAL CENTER'S MANAGEMENT TEAM OR ANY OTHER PERSON WHOSE PRESENCE THE COMMITTEE BELIEVES TO BE DESIRABLE OR APPROPRIATE. THE COMMITTEE MAY ENGAGE AN INDEPENDENT COMPENSATION AND BENEFITS CONSULTANT AND ANY OTHER ADVISORS THEY DEEM NECESSARY. THE COMMITTEE MAY ALSO ENGAGE INDEPENDENT COUNSEL. THE MEDICAL CENTER WILL PROVIDE FOR APPROPRIATE FUNDING FOR PAYMENT OF COSTS TO ANY SUCH PERSONS RETAINED BY THE COMMITTEE. ANNUALLY, AT THE COMMITTEE'S DIRECTION, THE INDEPENDENT COMPENSATION CONSULTANT SHALL PREPARE SUCH REPORTS AS THE COMMITTEE REASONABLY DEEMS NECESSARY. AT A MINIMUM, SUCH REPORTS WILL INCLUDE MARKET SURVEY DATA FROM A PEER GROUP DESIGNATED BY THE COMMITTEE, WHICH SHALL BE CONSIDERED BY THE COMMITTEE PRIOR TO MAKING DECISIONS. THE COMMITTEE MEETS AS FREQUENTLY AS THE COMMITTEE DEEMS NECESSARY AND WILL MAINTAIN WRITTEN MINUTES OF ITS MEETING. THE COMPENSATION AND BENEFITS OF THE PRESIDENT AND VICE-PRESIDENT ARE DETERMINED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION WITH ASSISTANCE FROM HR WHICH PROVIDES AN INDEPENDENT REVIEW OF COMPARABLES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND ITS TAX-EXEMPT PARENT'S AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990 PART VII - AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONSTHOMAS D. GORDON 65 HOURS RICHARD B. JACOBS 61 HOURS EDUARDO MARBAN, MD 60 HOURS ARTHUR J. OCHOA 65 HOURS EDWARD PRUNCHUNAS 65 HOURS
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARDLOS ANGELESCA90048951644600HEALTHCARECA501(C)(3)LINE 3N/A0
CEDARS-SINAI MEDICAL CARE FOUNDATION
200 N ROBERTSON BOULEVARD 101BEVERLY HILLSCA90211954457756PROVISION OF MEDICAL CARE, TEACHING AND RESEARCHCA501(C)(3)LINE 11A, I1CEDARS-SINAI MEDICAL CENTER
GIFT OF THE HEART SUPPORT FOUNDATION
8536 WILSHIRE BOULEVARD 3RD FLOORBEVERLY HILLSCA90211061690016SUPPORTING ORGANIZATION OF CALIFORNIA HEART CENTER FOUNDATIONCA501(C)(3)LINE 11A, I1CALIFORNIA HEART CENTER FOUNDATION

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntity
GREATER VALLEY MANAGEMENT SERVICES ORGANIZATION INC
6500 WILSHIRE BLVD 8TH FLOORLOS ANGELESCA90048954439758MANAGEMENT FUNCTIONSCAN/AC
OPTIMATRIX HEALTH SOLUTIONS INC
6500 WILSHIRE BLVD 9TH FLOORLOS ANGELESCA90048954522779INFORMATION SYSTEMSCAN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
CEDARS-SINAI MEDICAL CARE FOUNDATION
GREATER VALLEY MANAGEMENT SERVICES ORGANIZATION INC
OPTIMATRIX HEALTH SOLUTIONS INC
GIFT OF THE HEART SUPPORT FOUNDATION
C795011FAIR MARKET VALUE

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