PAJARO VALLEY COMMUNITY HEALTH TR: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PAJARO VALLEY COMMUNITY HEALTH TR (EIN 94-1149702)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-03
- IRS object ID
- 201133079349300618
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-03T09:16:45-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hayashi & Wayland CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 Padre Drive Suite 101 | AddressLine1 |
| City | Salinas | City |
| State | CA | State |
| ZIP Code | 93901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941149702 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAJARO VALLEY COMMUNITY HEALTH TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PAJA | NameControl |
| Phone | 8317615639 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 NIELSON ST | AddressLine1 |
| City | WATSONVILLE | City |
| State | CA | State |
| ZIP Code | 95076 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLINE EISKAMP | Name |
| Title | Chairman | Title |
| Date Signed | 2011-11-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mike Nolan | Name |
| Phone | 8317596300 | 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 | KATHLEEN KING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 NIELSON ST | AddressLine1 |
| City | WATSONVILLE | City |
| State | CA | State |
| ZIP Code | 95076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6459014 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pvhealthtrust.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ALL PEOPLE OF THE GREATER PAJARO VALLEY BY SUPPORTING PROGRAMS AND ACTIVITIES THAT ENSURE ACCESS TO HIGH QUALITY, CULTURALLY COMPETENT HEALTHCARE SERVICES THAT PROMOTE HEALTH, WELLNESS, AND DISEASE PREVENTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 62 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 443079 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 247605 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 81906 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 55571 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 706554 | InvestmentIncomePriorYear |
| Investment Income Current Year | 917498 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 48159 | OtherRevenuePriorYear |
| Other Revenue Current Year | 45301 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1279698 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1265975 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 125000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 690758 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 650993 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 67506 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 310049 | OtherExpensePriorYear |
| Other Expenses Current Year | 307047 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1100807 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1083040 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 178891 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 182935 | RevenuesLessExpensesCY |
| Total Assets BOY | 12762701 | TotalAssetsBOY |
| Total Assets EOY | 14745582 | TotalAssetsEOY |
| Total Liabilities BOY | 446701 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 436838 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12316000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14308744 | NetAssetsOrFundBalancesEOY |
| Mission Description | IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ALL PEOPLE OF THE GREATER PAJARO VALLEY BY SUPPORTING PROGRAMS AND ACTIVITIES THAT ENSURE ACCESS TO HIGH QUALITY, CULTURALLY COMPETENT HEALTHCARE SERVICES THAT PROMOTE HEALTH, WELLNESS, AND DISEASE PREVENTION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 479366 | Expense |
| Revenue | 55571 | Revenue |
| Description | DIABETES HEALTH CENTER (DHC) - THE DHC IS A DIRECT SERVICE PROGRAM OPERATED BY THE HEALTH TRUST TO PROVIDE DIABETES PREVENTION, SELF MANAGEMENT EDUCATION AND MEDICAL NUTRITION THERAPY TO ALL WHO NEED THESE SERVICES REGARDLESS OF THEIR ABILITY TO PAY FOR THEM. DURING THE 2010-11 FISCAL YEAR, THE DHC PROVIDED 1,560 EDUCATIONAL VISITS IN INDIVIDUAL AND GROUP CLASSES, AND HELD 57 DIABETES AND NUTRITIONAL EDUCATION OUTREACH EVENTS WHICH REACHED 854 INDIVIDUALS IN THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 223447 | Expense |
| Grants | 125000 | Grants |
| Description | GRANT MAKING - THE HEALTH TRUST MADE GRANTS TO 14 NONPROFIT PROGRAMS AND AGENCIES DURING THE 2010-11 FISCAL YEAR. THESE GRANTS SUPPORTED THE STRATEGIC PROGRAM AREAS AND POPULATION GROUPS TARGETED BY THE TRUST. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 67702 | Expense |
| Description | REGIONAL DIABETES COLLABORATIVE (RDC) - THE RDC IS A COLLABORATIVE CONVENED BY THE HEALTH TRUST IN 2002 TO BRING STAKEHOLDERS TOGETHER TO SUPPORT, PROMOTE AND COORDINATE EFFORTS TO PREVENT AND MANAGE DIABETES IN MONTEREY, SAN BENITO AND SANTA CRUZ COUNTIES. WITH 35 MEMBER AGENCIES FROM THE TRI-COUNTY AREA, THE RDC HOLDS GENERAL MEETINGS BI-ANNUALLY AND SPONSORS ACTIVITIES THROUGHOUT THE YEAR TO INCREASE PUBLIC AWARENESS AND DIABETES IN THE REGION, TO PROMOTE BEST PRACTICES IN CLINICAL MANAGEMENT OF DIABETES AND TO IMPROVE ACCESSIBILITY TO TREATMENT, MEDICINES AND EDUCATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 770515 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 14 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ADDRESSEE | NamePerson |
| Telephone Number | 8317615639 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 NIELSON ST | AddressLine1 |
| City | WATSONVILLE | City |
| State | CA | State |
| ZIP Code | 95076 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SUZANNE MINE-EGUCHI | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| STEVE SCHURAY | ||||||
| FINANCE DIREC | 25.00 | 37519 | 0 | 10505 | X | |
| STAN HAJDUK MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| ROSIE IBARRA | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| RONALD JONES | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| RICH OTTO | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| MICHELE VIOLICH MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| KATHLEEN KING | ||||||
| CEO | 40.00 | 108020 | 0 | 30245 | X | |
| JUDY CAREY | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| JIM BOOTH | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| JAVIER CARRILLO | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| GERALD KONDO DDS | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| EDWARD DIN | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| DONNA RAMOS | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| DAVID MESA | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| CATHLEEN CHANDLER-ECKHARDT | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| CAROLINE EISKAMP | ||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | X |
| CARLOS RIVERA | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| BARBARA PALLA MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 145539 | TotalReportableCompFromOrg |
| Total Other Compensation | 40750 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8149 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 945968149 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MGMT | DescriptionOfServices |
| Compensation | 131668 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 1865 | FundraisingEvents |
| All Other Contributions | 245740 | AllOtherContributions |
| Noncash Contributions | 28970 | NoncashContributions |
| Total Contributions | 247605 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 1102 | 1102 |
| DHC PATIENT FEES | 621300 | 54469 | 54469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 55571 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479751 | TotalRevenueColumn |
| Exclusion | $479,751 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5581958 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5143407 | Securities |
| Other | 804 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 438551 | Securities |
| Other | -804 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 437747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 437747 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 94129 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1865 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 48828 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45301 | TotalRevenueColumn |
| Exclusion | $45,301 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1265975 | TotalRevenueColumn |
| Related Or Exempt Function Income | 493318 | RelatedOrExemptFunctionIncome |
| Exclusion | $525,052 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125000 | Total |
| Program Services | 125000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168367 | Total |
| Program Services | 126276 | ProgramServices |
| Management And General | 25255 | ManagementAndGeneral |
| Fundraising | 16836 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384053 | Total |
| Program Services | 322401 | ProgramServices |
| Management And General | 34353 | ManagementAndGeneral |
| Fundraising | 27299 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22672 | Total |
| Program Services | 19002 | ProgramServices |
| Management And General | 2037 | ManagementAndGeneral |
| Fundraising | 1633 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43372 | Total |
| Program Services | 36352 | ProgramServices |
| Management And General | 3896 | ManagementAndGeneral |
| Fundraising | 3124 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32529 | Total |
| Program Services | 27264 | ProgramServices |
| Management And General | 2922 | ManagementAndGeneral |
| Fundraising | 2343 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1205 | Total |
| Management And General | 1205 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18118 | Total |
| Program Services | 18118 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131216 | Total |
| Management And General | 131216 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21065 | Total |
| Program Services | 18051 | ProgramServices |
| Management And General | 687 | ManagementAndGeneral |
| Fundraising | 2327 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6600 | Total |
| Program Services | 5264 | ProgramServices |
| Management And General | 666 | ManagementAndGeneral |
| Fundraising | 670 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21303 | Total |
| Program Services | 5679 | ProgramServices |
| Management And General | 15033 | ManagementAndGeneral |
| Fundraising | 591 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44544 | Total |
| Program Services | 35965 | ProgramServices |
| Management And General | 8579 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1850 | Total |
| Program Services | 1134 | ProgramServices |
| Management And General | 678 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9201 | Total |
| Management And General | 9201 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 16179 | 5148 | 8457 | 2574 |
| Postage and Shipping | 16466 | 5686 | 834 | 9946 |
| DUPLICATING | 2981 | 2981 | ||
| BAD DEBT | 16319 | 16194 | 125 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083040 | Total |
| Program Services | 770515 | ProgramServices |
| Management And General | 245019 | ManagementAndGeneral |
| Fundraising | 67506 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61368 | BOY |
| EOY | 62514 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220 | BOY |
| EOY | 124 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111355 | BOY |
| EOY | 95690 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18481 | BOY |
| EOY | 13524 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154603 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8471 | BOY |
| EOY | 19013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 126453 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 91699 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43364 | BOY |
| EOY | 34754 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12364839 | BOY |
| EOY | 14519963 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12762701 | BOY |
| EOY | 14745582 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75084 | BOY |
| EOY | 71875 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371617 | BOY |
| EOY | 364963 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446701 | BOY |
| EOY | 436838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11196357 | BOY |
| EOY | 13168230 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110000 | BOY |
| EOY | 115991 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009643 | BOY |
| EOY | 1024523 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12316000 | BOY |
| EOY | 14308744 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12762701 | BOY |
| EOY | 14745582 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 182935 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1809809 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 844051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 289762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 231266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 443079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 247605 | CurrentTaxYear |
| Total | 2055763 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 844051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 289762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 231266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 443079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 247605 | CurrentTaxYear |
| Total | 2055763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2055763 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 559094 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 570607 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 677003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 585829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 917498 | CurrentTaxYear |
| Total | 3310031 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5365794 | TotalSupport |
| Public Support Pertcentage170 | 0.38310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46000 | 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 | 958805 | BeginningOfYearBalance |
| Contributions | 14880 | Contributions |
| Investment Earnings Or Losses | 182883 | InvestmentEarningsOrLosses |
| Administrative Expenses | 9346 | AdministrativeExpenses |
| End Of Year Balance | 1147222 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 776860 | BeginningOfYearBalance |
| Contributions | 103245 | Contributions |
| Investment Earnings Or Losses | 88070 | InvestmentEarningsOrLosses |
| Administrative Expenses | 9370 | AdministrativeExpenses |
| End Of Year Balance | 958805 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 904570 | BeginningOfYearBalance |
| Contributions | 4040 | Contributions |
| Investment Earnings Or Losses | 1252 | InvestmentEarningsOrLosses |
| End Of Year Balance | 909862 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00010 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00990 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38792 | OtherCostOrOtherBasis |
| Depreciation | 11748 | Depreciation |
| Book Value | 27044 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56268 | OtherCostOrOtherBasis |
| Depreciation | 50733 | Depreciation |
| Book Value | 5535 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31393 | OtherCostOrOtherBasis |
| Depreciation | 29218 | Depreciation |
| Book Value | 2175 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34754 | TotalOfBookValueLandBuildings |
| Total Book Value Other Assets | 14519963 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED WORKMANS COMPENSATION | Description |
| Amount | $364,963 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 364963 | TotalOfAmounts |
| Total Revenue | 1265975 | TotalRevenue |
| Total Expenses | 1083040 | TotalExpenses |
| Excess Or Deficit For Year | 182935 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1826309 | NetUnrealizedGLOnInvestments |
| Other | -$16,500 | OtherAmount |
| Total Adjustments | 1809809 | TotalAdjustments |
| Excess Or Deficit Per FS | 1992744 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3236846 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1826309 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 226146 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 48828 | OtherRevenues |
| Revenue Not Rptd F990 | 2101283 | RevenueNotRptdF990 |
| Revenue Subtotal | 1135563 | RevenueSubtotal |
| Investment Expenses Not Included | 131216 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -804 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 130412 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1265975 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1227602 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 226146 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 48828 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 274974 | ExpensesNotRptdF990 |
| Expenses Subtotal | 952628 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 131216 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -804 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 130412 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1083040 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED NEW GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TRUST ADOPTED THIS NEW GUIDANCE FOR THE YEAR ENDED JUNE 30, 2010. MANAGEMENT EVALUATED THE TRUST'S TAX POSITIONS AND CONCLUDED THAT THE TRUST HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007. |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENTS EXPENSE $48828 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENTS EXPENSE $48828 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | DISCONTINUED OPERATIONS - LOSS ON SALE OF HOSPITAL ASSETS $ -16500 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | THE ENDOWMENT FUNDS ARE HELD IN ORDER TO GENERATE REVENUES IN SUPPORT OF HEALTH PROGRAMS FOR SENIORS AND CHILDREN, AND FOR THE UNRESTRICTED USE OF THE TRUST. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE & ROSES EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 90494 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1865 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 88629 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2475 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6273 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26249 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MISCELLANEOUS EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 5500 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5500 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 13581 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 95994 | GrossReceiptsTotal |
| Charitable Contributions Total | 1865 | CharitableContributionsTotal |
| Gross Revenue Total Events | 94129 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2475 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6273 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 39830 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48828 | DirectExpenseSummaryEvents |
| Net Income Summary | 45301 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| WATSONVILLE HIGH SCOOL | ||||||||
| 250 EAST BEACH STREET | WATSONVILLE | CA | 95076 | 770375541 | 501(c)(3) | 6500 | 0 | SUPPORT HEALTH STUDIES |
| WATSONVILLE FAMILYYMCA | ||||||||
| 27 SUDDEN STREET | WATSONVILLE | CA | 95076 | 770020233 | 501(c)(3) | 12300 | 0 | HEALTH FAMILY HOME PROGRAM |
| WATSAPTOS ADULT EDUCA | ||||||||
| 250 EAST BEACH ST | WATSONVILLE | CA | 95076 | 770375541 | 501(c)(3) | 5500 | 0 | HEALTH CAREER SCHOLARSHIPS |
| SALUD PARA LA GENTE | ||||||||
| 195 AVIATION WAY SUITE 200 | WATSONVILLE | CA | 95076 | 942705747 | 501(c)(3) | 10000 | 0 | DENTAL CARE CHILDREN OF MIGRANT ED |
| LA MESA VERDE | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 770326685 | 501(c)(3) | 15000 | 0 | COMMUNITY GARDEN PROJECT |
| HEALTH IMPROV PSHIP | ||||||||
| 1600 GREEN HILLS ROAD STE 101 | SCOTTS VALLEY | CA | 95066 | 010826156 | 501(c)(3) | 15000 | 0 | HEALTH INSURANCE ED & ACCESS |
| ECOLOGY ACTION | ||||||||
| PO BOX 1188 | SANTA CRUZ | CA | 95061 | 942584236 | 501(c)(3) | 9000 | 0 | BOLTAGE HEALTH IMPROVEMENT PROJECT |
| DIENTES COMMUNITY DENTAL CARE | ||||||||
| 1830 COMMERCIAL WAY | SANTA CRUZ | CA | 95065 | 770311752 | 501(c)(3) | 10000 | 0 | DENTAL SERVICES TO LOW INCOME ADULTS |
| COMMUNITY BRIDGES | ||||||||
| 236 SANTA CRUZ AVE | SANTA CRUZ | CA | 95003 | 942460211 | 501(c)(3) | 12000 | 0 | HEALTH INSURANCE ED & ACCESS |
| COMMUNITY ACTION BOARD | ||||||||
| 406 MAIN STREET STE 207 | WATSONVILLE | CA | 95076 | 942523780 | 501(c)(3) | 10000 | 0 | REAL DIABETES PREVENTION PROJECT |
| CITY OF WATSONVILLE | ||||||||
| 30 MAPLE AVENUE | WATONVILLE | CA | 95076 | 946000451 | 501(c)(3) | 7500 | 0 | SUPPORT YOUTH CAMP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | ALL ORGANIZATIONS APPLYING FOR FUNDING MUST SUBMIT A DETAILED LINE-ITEM BUDGET, INCLUDING INCOME AND EXPENSES FOR THE PROPOSED PROJECT. THEY MUST INDICATE THE AMOUNT PROPOSED FOR FUNDING FROM THE TRUST BY LINE ITEM AND INCLUDE NOTES FOR ANY LINE ITEMS THAT REQUIRE ADDITIONAL EXPLANATION.IF APPROVED FOR FUNDING, GRANTEES MUST SIGN A GRANT CONTRACT IN WHICH THEY AGREE TO USE THE GRANT FUNDS TO ACCOMPLISH THE SPECIFIC OUTCOMES OUTLINED IN THEIR GRANT PROPOSAL. THEY ALSO AGREE TO INFORM THE TRUST IMMEDIATELY IF THEY ARE UNABLE TO PERFORM ON ANY ASPECT OF THE GRANT CONTRACT ACTIVITIES AS OUTLINED IN THE PROPOSAL. THE CONTRACT INDICATES THAT USE OF THESE FUNDS FOR ANY PURPOSE OTHER THAN SET FORTH IN THE GRANT PROPOSAL AND/OR FAILURE TO REPORT CHANGES IMMEDIATELY OR TO PERFORM ON THE CONTRACT OUTCOMES MAY RESULT IN FORFEITURE OF PART OR ALL OF THE GRANT AMOUNT. ALSO REQUIRE GRANTEES TO SUBMIT PROGRESS AND FINAL REPORTS IN WHICH THEY MUST PROVIDE A DETAILED PROGRAM BUDGET THAT COMPARES ACTUAL EXPENDITURES TO THE APPROVED BUDGET. | 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 | 111 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Auction value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing docs are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE CEO AND REVIEWED WITH THE EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflict of interest statements are updated annually as well as when grants are approved to monitor for potential conflicts of interest. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Pajaro Valley Community Health Trust engages a CPA firm to assist with preparation and filing of the Form 990, based on a Audit engagement completed by the same CPA firm. Once the CPA firm has completed a draft of the form 990, a copy will be sent to the Board of Directors for review and approval before the tax return is filed. |
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