EMANATE HEALTH HOSPICE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EMANATE HEALTH HOSPICE (EIN 95-3493611)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349308593
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T17:16:18-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953493611 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS VALLEY HOSPICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITR | NameControl |
| Phone | 6268592266 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT H CURRY | Name |
| Title | CEO | Title |
| Phone | 6269387577 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E BENOE | Name |
| Phone | 9498332815 | 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 | ROBERT H CURRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11864507 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CVHP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SERVICES PROVIDED TO TERMINALLY ILL PATIENTS AND HOME HEALTH CARE NURSING SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 125 | TotalNbrEmployees |
| Total Nbr Volunteers | 138 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9853189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10386758 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 133803 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29128 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9986992 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10415886 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6810296 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6985119 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3014356 | OtherExpensePriorYear |
| Other Expenses Current Year | 3408547 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9824652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10393666 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 162340 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22220 | RevenuesLessExpensesCY |
| Total Assets BOY | 9035449 | TotalAssetsBOY |
| Total Assets EOY | 9500912 | TotalAssetsEOY |
| Total Liabilities BOY | 1084375 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 826644 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7951074 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8674268 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO HELP PEOPLE KEEP WELL IN BODY, MIND AND SPIRIT BY PROVIDING QUALITY HEALTH CARE SERVICES IN A COMPASSIONATE ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8902685 | Expense |
| Revenue | 10386758 | Revenue |
| Description | HOME HEALTH CARE - A TOTAL OF 16,826 TOTAL HOME VISITS DURING THE YEAR. HOSPICE CARE - A PROGRAM TO PROVIDE HOSPICE CARE AND IN HOUSE SERVICES TO TERMINALLY ILL PATIENTS IN THE COMMUNITY, REGARDLESS OF A PATIENT'S ABILITY TO PAY. | Description |
| Total Program Service Expense | 8902685 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 125 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H CURRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6269387577 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT H CURRY | |||||||
| PRESIDENT/CEO - PARENT | 2.00 | X | X | 0 | 723028 | 21632 | |
| BERNARD BOLLINGER JR | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| HAROLD BORAK SR | |||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | ||
| JACQUELINE BRACY MD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| CLIFFORD CHRIST | |||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | ||
| PATRICIA GOMER | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| PATSY GORRELL | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| J PAUL HOLLAND MD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| MARY KIRCHEN IHM | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| ARTHUR LUDWICK | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| GARY MATHEWSON | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| TERI MEISTER ESQ | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| BILL W TANG MD | |||||||
| SECRETARY | 3.00 | X | 0 | 24800 | 0 | ||
| EDWARD M TRONAAS EDD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| EARL WASHINGTON | |||||||
| CHAIR | 3.00 | X | 0 | 0 | 0 | ||
| OJ RODRIGUEZ | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| CARL WILLIAMS CHE | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| JOHN DI MARE JR MD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 170347 | 0 | ||
| KHAN HAMEED MD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 37117 | 0 | ||
| WILLIAM HANES MD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 163800 | 0 | ||
| ALICE WATKINS PHD | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| ELVIA FOULKE | |||||||
| PARENT EVP | 5.00 | X | 0 | 534785 | 13499 | ||
| LOIS CONYERS | |||||||
| PARENT SVP | 2.00 | X | 0 | 474331 | 15608 | ||
| PAMELA PORRECA | |||||||
| HOME HEALTH CLINICAL DIREC | 40.00 | 0 | 116437 | 6662 | X | ||
| JULIE TOLBY | |||||||
| INPATIENT R.N. | 36.00 | 0 | 110088 | 5845 | X | ||
| STACY E BERNARD | |||||||
| CASE MANAGER | 40.00 | 0 | 103778 | 11326 | X | ||
| ANGELA CHIU | |||||||
| PHYSICAL THERAPY | 40.00 | 0 | 108988 | 835 | X | ||
| LORI ESQUIVEL | |||||||
| HH SUPERVISOR | 40.00 | 0 | 109681 | 229 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2677180 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75636 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT REV/MEDICARE/M | 621610 | 10380743 | 10380743 |
| OTHER OPERATING REVENU | 621610 | 6015 | 6015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10386758 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19400 | TotalRevenueColumn |
| Exclusion | $19,400 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1458349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1448621 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9728 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9728 | TotalRevenueColumn |
| Exclusion | $9,728 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10415886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10386758 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $29,128 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130266 | Total |
| Program Services | 120978 | ProgramServices |
| Management And General | 9288 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5161118 | Total |
| Program Services | 4283728 | ProgramServices |
| Management And General | 877390 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20434 | Total |
| Program Services | 16960 | ProgramServices |
| Management And General | 3474 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1234406 | Total |
| Program Services | 1024557 | ProgramServices |
| Management And General | 209849 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438895 | Total |
| Program Services | 364283 | ProgramServices |
| Management And General | 74612 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19200 | Total |
| Program Services | 17070 | ProgramServices |
| Management And General | 2130 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5486 | Total |
| Management And General | 5486 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164114 | Total |
| Program Services | 145907 | ProgramServices |
| Management And General | 18207 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667592 | Total |
| Program Services | 622001 | ProgramServices |
| Management And General | 45591 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163036 | Total |
| Program Services | 145913 | ProgramServices |
| Management And General | 17123 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247351 | Total |
| Program Services | 205301 | ProgramServices |
| Management And General | 42050 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1728 | Total |
| Program Services | 1728 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 1423699 | 1329739 | 93960 |
| EQUIPMENT RENTAL AND MA | 285306 | 236804 | 48502 |
| CONTRACT LABOR | 112647 | 112647 | |
| OTHER EXPENSES | 111322 | 87026 | 24296 |
| UTILITIES | 100436 | 83362 | 17074 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106630 | Total |
| Program Services | 104681 | ProgramServices |
| Management And General | 1949 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10393666 | Total |
| Program Services | 8902685 | ProgramServices |
| Management And General | 1490981 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490625 | BOY |
| EOY | 1516118 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156255 | BOY |
| EOY | 15128 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5071494 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4279684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939468 | BOY |
| EOY | 791810 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 872106 | BOY |
| EOY | 948593 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5576995 | BOY |
| EOY | 6229263 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9035449 | BOY |
| EOY | 9500912 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1084375 | BOY |
| EOY | 826644 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1084375 | BOY |
| EOY | 826644 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3241570 | BOY |
| EOY | 3965291 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2957 | BOY |
| EOY | 1880 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4706547 | BOY |
| EOY | 4707097 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7951074 | BOY |
| EOY | 8674268 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9035449 | BOY |
| EOY | 9500912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22220 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 700974 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 4191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1077 | CurrentTaxYear |
| Total | 5268 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9293302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9220575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9514245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9848998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10385681 | CurrentTaxYear |
| Total | 48262801 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9293302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9220575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9514245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9853189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10386758 | CurrentTaxYear |
| Total | 48268069 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 48268069 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20182 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67029 | CurrentTaxYear |
| Total | 316292 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20182 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67029 | CurrentTaxYear |
| Total | 316292 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9301206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9266491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9534427 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10028450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10453787 | CurrentTaxYear |
| Total | 48584361 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99470 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00650 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00530 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3515658 | OtherCostOrOtherBasis |
| Depreciation | 3011583 | Depreciation |
| Book Value | 504075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1555836 | OtherCostOrOtherBasis |
| Depreciation | 1268101 | Depreciation |
| Book Value | 287735 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 791810 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNRESTRICTED INVESTMENTS | Description |
| Book Value | 948593 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 948593 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN CVHF | Description |
| Book Value | 6229263 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6229263 | TotalBookValueOtherAssets |
| Total Revenue | 10415886 | TotalRevenue |
| Total Expenses | 10393666 | TotalExpenses |
| Excess Or Deficit For Year | 22220 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 47629 | NetUnrealizedGLOnInvestments |
| Other | $653,345 | OtherAmount |
| Total Adjustments | 700974 | TotalAdjustments |
| Excess Or Deficit Per FS | 723194 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11111000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 47629 | NetUnrealizedGainsInvestments |
| Other Revenues | 653344 | OtherRevenues |
| Revenue Not Rptd F990 | 700973 | RevenueNotRptdF990 |
| Revenue Subtotal | 10410027 | RevenueSubtotal |
| Other Revenues Not Included | 5859 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5859 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10415886 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10388000 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10388000 | ExpensesSubtotal |
| Other Expenses Not Included | 5666 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5666 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10393666 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | DECREASE IN BENEFICIAL INTEREST CVHF 651,716. ROUNDING DIFFERENCE 1. INCREASE IN BENEFICIAL INTEREST IN CVHF ENDOWMENT FUND 551. TRANSFER FROM CITRUS VALLEY HEALTH FOUNDATION 1,077. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST 652,267. TRANSFER FROM CVHF 1,077. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 5,486. ROUNDING DIFFERENCE 373. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 5,486. ROUNDING DIFFERENCE 180. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT H CURRY | |||||||||||||
| 0 | 523054 | 0 | 103652 | 0 | 96322 | 0 | 2348 | 0 | 19284 | 0 | 744660 | 0 | 0 |
| JOHN DI MARE JR MD | |||||||||||||
| 0 | 170347 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 170347 | 0 | 0 |
| WILLIAM HANES MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 163800 | 0 | 0 | 0 | 0 | 0 | 163800 | 0 | 0 |
| ELVIA FOULKE | |||||||||||||
| 0 | 382435 | 0 | 76617 | 0 | 75733 | 0 | 0 | 0 | 13499 | 0 | 548284 | 0 | 0 |
| LOIS CONYERS | |||||||||||||
| 0 | 341648 | 0 | 69291 | 0 | 63392 | 0 | 2109 | 0 | 13499 | 0 | 489939 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I, QUESTION 3 - ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR - CVHP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. PLEASE SEE ADDITIONAL EXPLANATION AT SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC. THE MEMBER THROUGH THE BOARD OF DIRECTORS HAS THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE ORGANIZATION'S SOLE MEMBER, CITRUS VALLEY HEALTH PARTNERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND DIRECTOR OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO ROBERT CURRY, CEO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. | |
| ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THESE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES, AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES, AND MANAGEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| CVHP UTILIZES THE FOLLOWING TO ESTABLISH REASONABLE COMPENSATION: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY/STUDIES; APPROVAL BY BOARD OR COMPENSATION COMMITTEE, WHICH APPROVAL IS DOCUMENTED IN CONTEMPORANEOUS WRITTEN MINUTES. EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARIES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET. WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HAYGROUP, TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED OCTOBER 2010. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, HAYGROUP ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR FEBRUARY 8, 2011, OPINION LETTER, HAYGROUP WROTE, WE BELIEVE WE HAVE COMPARED THE EXECUTIVE COMPENSATION TO COMPENSATION AND BENEFITS PAID TO EXECUTIVES OF ORGANIZATIONS WITH LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES, AND AS RESULT, WE BELIEVE THAT COMPENSATION AND BENEFITS PAID TO THE EXECUTIVES ARE REASONABLE WITHIN THE MEANING OF SECTION 53.4958-4(B)(1)(II)(A) OF THE TREASURY REGULATIONS. THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, EXECUTIVE VICE PRESIDENT/COO, SENIOR VICE PRESIDENT/CFO, SENIOR VICE PRESIDENT/HUMAN RESOURCES, SENIOR VICE PRESIDENT/CIO, CITRUS VALLEY MEDICAL CENTER CHIEF MEDICAL OFFICER AND VICE PRESIDENT MEDICAL AFFAIRS, CEO/CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL ADMINISTRATOR/CNE, VICE PRESIDENT/CNE AT CITRUS VALLEY MEDICAL CENTER AND VICE PRESIDENT OF PUBLIC RELATIONS AND COMMUNICATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST AN AUDIT REPORT IS AVAILABLE AS REQUIRED. NO OTHER DOCUMENTS ARE AVAILABLE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 47,629. DECREASE IN BENEFICIAL INTEREST CVHF 651,716. ROUNDING DIFFERENCE 1. INCREASE IN BENEFICIAL INTEREST IN CVHF ENDOWMENT FUND 551. TRANSFER FROM CITRUS VALLEY HEALTH FOUNDATION 1,077. TOTAL TO FORM 990, PART XI, LINE 5: 700,974. | FORM 990, PART XI, LINE 5: |
| AUDITED FINANCIAL STATEMENTS | THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, AND CITRUS VALLEY HEALTH FOUNDATION, INC., WERE AUDITED ON A CONSOLIDATED BASIS. | FORM 990, PART XII, LINES 2B AND 2C: |
| AUDIT AND COMPLIANCE COMMITTEE | THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2010. | FORM 990, PART XII, LINE 2C |
| REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS | THE OFFICERS REPORTED ON PART VII OF FORM 990 AND SCHEDULE J ARE COMPENSATED BY AN AFFILIATED ENTITY, CITRUS VALLEY HEALTH PARTNERS (CVHP). THE COMPENSATION AMOUNTS REPORTED IN PART VII OF FORM 990 AND SCHEDULE J REPRESENT 100% OF THE COMPENSATION PAID BY CVHP TO THE OFFICERS. THE OFFICERS ALSO SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL AFFILIATES OF THE TAXPAYER. IN ACCORDANCE WITH OUR UNDERSTANDING OF THE FORM 990 INSTRUCTIONS, SIMILAR PART VII AND SCHEDULE J DISCLOSURES ARE MADE IN EACH OF THE AFOREMENTIONED AFFILIATES 990 RETURNS. | FORM 990, PART VII, SECTION A, LINE 1A AND SCHEDULE J |
| FILING OF FORM 1098C | THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY NO FORMS 1098C WERE FILED. | 990 PART V LINE 7H |
| REPORTABLE HOURS FOR RELATED ORGANIZATIONS | THE OFFICERS SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS. ELVIA FOULKE DEVOTED 5, 20, 1, AND 9 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. LOIS CONYERS DEVOTED 4, 14, 2, AND 18 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. ROBERT CURRY DEVOTED 4, 14, 2, AND 18 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. | PART VII, SECTION A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CITRUS VALLEY HEALTH PARTNERS INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 953885523 | EXEMPT ORGANIZATION SUPPORT & MANAGEMENT | CA | 501(C)(3) | 11 TYPE II | N/A | 0 |
| CITRUS VALLEY MEDICAL CENTER INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 956006469 | ACUTE CARE HOSPITAL | CA | 501(C)(3) | 3 | N/A | 0 |
| CITRUS VALLEY HEALTH FOUNDATION INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952534063 | EXEMPT ORGANIZATION SUPPORT | CA | 501(C)(3) | 11 TYPE I | N/A | 0 |
| FOOTHILL PRESBYTERIAN HOSPITAL INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952413054 | ACUTE CARE HOSPITAL | CA | 501(C)(3) | 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITRUS VALLEY MEDICAL CENTER | ||
| N | 123946 | FAIR MARKET VALUE |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||
| N | 9112 | FAIR MARKET VALUE |
| CITRUS VALLEY HEALTH FOUNDATION | ||
| R | 1077 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS | Identifier |
| Return Reference | FORM 990, SCHEDULE R, PART V, NUMBER 2, CODE N: | ReturnReference |
| Explanation | THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEATLH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,274 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,798 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 125 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 8 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 343 EMPLOYEES. | Explanation |
Comments