MEMORIAL MEDICAL CENTER FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MEMORIAL MEDICAL CENTER FOUNDATION (EIN 95-6105984)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202641339349309014
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:49:21-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S LAKE AVENUE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956105984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL MEDICAL CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEMO | BusinessNameControlTxt |
| Phone | 5629334483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GUNSALUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5629334483 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT GUNSALUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,194,505 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.MEMORIALCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS AND PROVIDE SUPPORT FOR PATIENT PROGRAMS, CLINICAL RESEARCH, MEDICAL EQUIPMENT, AND CAPITAL EXPANSION AT THE HOSPITALS AND OTHER HEALTHCARE FACILITIES OPERATED BY LONG BEACH MEMORIAL MEDICAL CENTER, A NONPROFIT PUBLIC BENEFIT CORPORATION AND TAX-EXEMPT PUBLIC CHARITY WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,966,129 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,610,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,578,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,833,755 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$173,834 | PYOtherRevenueAmt |
| CY Other Revenue | -$206,852 | CYOtherRevenueAmt |
| PY Total Revenue | $34,370,478 | PYTotalRevenueAmt |
| CY Total Revenue | $15,237,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,647,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,435,788 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,219,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,960,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,532,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,343,423 | PYOtherExpensesAmt |
| CY Other Expenses | $1,191,609 | CYOtherExpensesAmt |
| PY Total Expenses | $10,211,278 | PYTotalExpensesAmt |
| CY Total Expenses | $14,587,753 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,159,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $649,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $283,224,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,012,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,876,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,004,566 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $269,348,341 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $288,008,189 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CULTIVATE AND SECURE ALL TYPES OF GIFTS, GRANTS, BEQUESTS, AND TO ADMINISTER TRUST AND ENDOWMENT FUNDS AND FUND DEVELOPMENT PROGRAMS, FOR LONG BEACH MEMORIAL MEDICAL CENTER, A NONPROFIT PUBLIC BENEFIT CORPORATION AND TAX EXEMPT PUBLIC CHARITY WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ITS HOSPITALS, INCLUDING BUT NOT LIMITED TO LONG BEACH MEMORIAL MEDICAL CENTER AND MILLER CHILDREN'S AND WOMEN'S HOSPITAL, AND ITS PROGRAMS, CENTERS, AND CLINICS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,435,788 | ExpenseAmt |
| Grant | $10,435,788 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OA 21-MEMBER (19 VOLUNTEER) BOARD OF DIRECTORS AND FINANCE COMMITTEE MEET QUARTERLY. THE INVESTMENT COMMITTEE MEETS QUARTERLY AND THE NOMINATING COMMITTEE MEETS AT LEAST ANNUALLY. THE BOARD HAS HELPED RAISE PHILANTHROPIC GIFTS, GRANTS AND BEQUESTS. THEY PROVIDE OVERSIGHT OF INVESTMENT OF ASSETS ENTRUSTED AND STEWARD THE DISTRIBUTION IN SUPPORT OF RESEARCH, MEDICAL EDUCATION, CAPITAL EQUIPMENT AND BUILDINGS AND PATIENT PROGRAMS AT LONG BEACH MEMORIAL AND MILLER & WOMEN'S HOSPITAL LONG BEACH BY MATCHING THE NEED WITH DONORS' WISHES. THEIR WORK INCLUDES THE OF ALL ASSETS IN THE ENTIRE PORTFOLIO CONTAINING 81 CHARITABLE TRUSTS AND CHARITABLE GIFT ANNUITIES. SINCE ITS INCEPTION OVER 50 YEARS AGO, COMMUNITY MEMBERS HAVE GIVEN TIME, TALENT AND TREASURE TO OVERSEE THIS FOUNDATION. THOUSANDS OF PHILANTHROPIC FRIENDS GAVE MILLIONS IN PHILANTHROPIC GIFTS FOR: (1) MEDICAL EDUCATION;(2) STAFF AND COMMUNITY HEALTH CARE EDUCATION;(3) PATIENT CARE INITIATIVES, CRITICAL CLINICAL EQUIPMENT AND CAPITAL SUPPORT FOR CONSTRUCTION AND RENOVATION;(4) SUPPORT OF A CLINICAL RESEARCH PROGRAM THROUGH THE OFFICE OF RESEARCH AND RESEARCH ADMINISTRATION; (5) A CENTER FOR HEALTH EDUCATION, INCLUDING AN ELECTRONIC MEDICAL LIBRARY, THEATER AND FORUM WHERE GRAND ROUNDS AND OTHER EDUCATION AND COMMUNITY BENEFIT PROGRAMS ARE HELD; (6) THE MILLER CHILDREN'S & WOMEN'S HOSPITAL LONG BEACH, THE LEAVY RADIATION ONCOLOGY CENTER, TODD CANCER INSTITUTE, THE MEMORIAL HEART AND VASCULAR INSTITUTE, ETC. FOUNDATION FUNDS HAVE BENEFITED AN UNTOLD NUMBER OF PATIENTS, COMMUNITY MEMBERS, AND HEALTH CARE PROFESSIONALS. | Desc |
| Total Program Service Expenses | $10,435,788 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MUENZEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629331671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 ATLANTIC AVENUE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BLAIR KENT | |||||||||
| BOARD MEMBER(THRU12/25),CEO/EVP,LBMMC & MCWH | 1.00 | 59.00 | Yes (X) | $0 | $1,220,339 | $326,846 | |||
| YAIR KATZ | |||||||||
| FORMER CFO(THRU 12/22)/CEO MCWH+SVP | 0.00 | 60.00 | $0 | $987,252 | $198,657 | Yes (X) | |||
| JOHN BISHOP | |||||||||
| FORMER BOARD MEMBER, CEO/EVP LBMMC | 0.00 | 0.00 | $0 | $725,067 | $0 | Yes (X) | |||
| ROBERT GUNSALUS | |||||||||
| BOARD MEMBER, PRESIDENT | 60.00 | 0.00 | Yes (X) | $0 | $534,063 | $102,324 | Yes (X) | ||
| STEPHEN C HOLLISTER | |||||||||
| EXEC DIR, GRANTS | 40.00 | 0.00 | $0 | $210,114 | $30,082 | Yes (X) | |||
| GARY MUENZEL SR | |||||||||
| EXEC DIR, CONTROLLER | 40.00 | 0.00 | $0 | $226,939 | $12,369 | Yes (X) | |||
| CATHLEEN F WIEDER | |||||||||
| EXEC DIR, DEVELOPMENT (MCWH) | 40.00 | 0.00 | $0 | $163,211 | $40,009 | Yes (X) | |||
| DENEISHA CALVERT | |||||||||
| DIRECTOR, DEVELOPMENT (LBMC) | 40.00 | 0.00 | $0 | $152,170 | $21,692 | Yes (X) | |||
| CANDICE M WOOD | |||||||||
| EXEC DIR, DONOR ENGAGEMENT | 40.00 | 0.00 | $0 | $149,087 | $3,426 | Yes (X) | |||
| GARY DELONG | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATHERINE KEESAL | |||||||||
| 1ST VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN MEHIGAN | |||||||||
| 2ND VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOE CRISTINA | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KEVIN PETERSON | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RHIANNON ACREE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA BAXTER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL BOND | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE BRASCIA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL BRODSKY DDS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA CHAPMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL DURKEE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB FOSTER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FUNARI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE NADER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD NERI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE PILLSBURY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS TRAMONTANO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WELLS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,368,242 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $735,405 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKBAUD INC | |||||
| PO BOX 844827 | BOSTON | MA | 022844827 | RAISER'S EDGE AND FINANCIAL EDGE SOFTWAR | $149,648 |
| COMMUNITY COUNSELLING SERVICE CO LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 191824885 | CONSULTING | $103,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $968,517 | FundraisingAmt |
| Government Grants | $1,865,788 | GovernmentGrantsAmt |
| All Other Contributions | $8,775,833 | AllOtherContributionsAmt |
| Noncash Contributions | $182,582 | NoncashContributionsAmt |
| Total Contributions | $11,610,138 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $783,466 | TotalRevenueColumnAmt |
| Exclusion | $783,466 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,640,651 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,590,362 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,050,289 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,050,289 | TotalRevenueColumnAmt |
| Exclusion | $3,050,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $160,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $968,517 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $367,102 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,852 | TotalRevenueColumnAmt |
| Exclusion | -$206,852 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,237,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,626,903 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,435,788 | TotalAmt |
| Program Services | $10,435,788 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,215 | TotalAmt |
| Management And General | $820,120 | ManagementAndGeneralAmt |
| Fundraising | $1,559,095 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,045 | TotalAmt |
| Management And General | $73,981 | ManagementAndGeneralAmt |
| Fundraising | $383,064 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,096 | TotalAmt |
| Management And General | $59,566 | ManagementAndGeneralAmt |
| Fundraising | $64,530 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,228 | TotalAmt |
| Management And General | $102,972 | ManagementAndGeneralAmt |
| Fundraising | $166,256 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,603 | TotalAmt |
| Management And General | $447,603 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,273 | TotalAmt |
| Management And General | $2,027 | ManagementAndGeneralAmt |
| Fundraising | $61,246 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,284 | TotalAmt |
| Management And General | $18,009 | ManagementAndGeneralAmt |
| Fundraising | $37,275 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,330 | TotalAmt |
| Management And General | $10,375 | ManagementAndGeneralAmt |
| Fundraising | $189,955 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,099 | TotalAmt |
| Management And General | $7,099 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,904 | TotalAmt |
| Management And General | $30,697 | ManagementAndGeneralAmt |
| Fundraising | $14,207 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,210 | TotalAmt |
| Management And General | $13,210 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,694 | TotalAmt |
| Management And General | $8,694 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DONOR DEVELOPMENT | $56,491 | $80 | $56,411 |
| BANK FEES | $24,405 | $24,355 | $50 |
| TAXES AND FEES | $1,088 | $1,088 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,587,753 | TotalAmt |
| Program Services | $10,435,788 | ProgramServicesAmt |
| Management And General | $1,619,876 | ManagementAndGeneralAmt |
| Fundraising | $2,532,089 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,855 | BOYAmt |
| EOY | $536,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,358,054 | BOYAmt |
| EOY | $3,965,148 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,870,563 | BOYAmt |
| EOY | $5,180,215 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,661 | BOYAmt |
| EOY | $137,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,184,260 | BOYAmt |
| EOY | $263,459,112 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,921,026 | BOYAmt |
| EOY | $26,215,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,276,932 | BOYAmt |
| EOY | $5,518,053 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,224,351 | BOYAmt |
| EOY | $305,012,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $67,663 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,888 | BOYAmt |
| EOY | $172,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,550,122 | BOYAmt |
| EOY | $16,714,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,876,010 | BOYAmt |
| EOY | $17,004,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,932,577 | BOYAmt |
| EOY | $67,961,238 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,415,764 | BOYAmt |
| EOY | $220,046,951 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,348,341 | BOYAmt |
| EOY | $288,008,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,224,351 | BOYAmt |
| EOY | $305,012,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $649,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,575,675 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,787,560 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$777,555 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,898,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,339,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,816,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,966,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,610,138 | CurrentTaxYearAmt |
| Total | $37,630,790 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,898,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,339,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,816,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,966,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,610,138 | CurrentTaxYearAmt |
| Total | $37,630,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,087,032 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,543,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $765,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $879,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,015,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $993,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $783,466 | CurrentTaxYearAmt |
| Total | $4,437,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,068,193 | TotalSupportAmt |
| Public Support CY170 | 0.63100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,970,745 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,985,114 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,540,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,903,270 | OtherExpendituresAmt |
| End Year Balance | $124,622,741 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,232,727 | BeginningYearBalanceAmt |
| Contributions | $8,507 | ContributionsAmt |
| Investment Earnings Or Losses | $11,514,696 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,770,816 | OtherExpendituresAmt |
| End Year Balance | $116,985,114 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,454,725 | BeginningYearBalanceAmt |
| Contributions | $1,026,512 | ContributionsAmt |
| Investment Earnings Or Losses | $3,751,490 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $109,232,727 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,118,082 | BeginningYearBalanceAmt |
| Contributions | $12,866 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,676,223 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $104,454,725 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,610,154 | BeginningYearBalanceAmt |
| Contributions | $44,108 | ContributionsAmt |
| Investment Earnings Or Losses | $23,463,820 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $116,118,082 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $26,215,744 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,215,744 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT LIABILITY | $11,176,070 |
| DUE TO TCC | $4,181,414 |
| DUE TO MHS | $1,357,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,714,793 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,017,268 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,575,675 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$347,846 | OtherRevenueAmt |
| Revenue Not Reported | $21,227,829 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,789,439 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $447,603 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $447,603 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,237,042 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,569,860 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $429,709 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $429,709 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,140,151 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $447,603 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $447,603 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,587,754 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT EARNINGS ARE USED TO SUPPORT LONG BEACH MEMORIAL HOSPITAL AND MILLER CHILDREN'S HOSPITAL AND ITS PROGRAMS, CENTERS, AND CLINICS. |
| PART X, LINE 2: | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST, AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2025. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 367,102. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 219,231. ANNUITY PAYMENTS -934,179. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 429,709. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DFOS | Event1Nm |
| Gross Receipts Event1 | $493,309 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $381,059 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,304 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $80,998 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,585 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $153,628 | OtherDirectExpensesEvent1Amt |
| Event2 | MCH-GOLF | Event2Nm |
| Gross Receipts Event2 | $272,707 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $224,707 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $30,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $37,870 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $19,717 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $362,751 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $362,751 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $1,128,767 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $968,517 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $160,250 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,304 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $118,868 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,585 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $173,345 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $367,102 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$206,852 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LONG BEACH MEMORIAL MEDICAL CENTER | ||||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | 953527031 | 501(C)(3) | $9,685,788 | $0 | PROGRAM SUPPORT |
| MEMORIAL HEALTH SERVICES | ||||||||
| 17360 BROOKHURST ST | FOUNTAIN VALLEY | CA | 92708 | 951643381 | 501(C)(3) | $750,000 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC), A CALIFORNIA NONPROFIT CORPORATION AND TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, REQUESTS GRANTS FROM THE ORGANIZATION THROUGH TWO PROCESSES. THE FIRST IS THE ANNUAL BUDGETING PROCESS WHEREBY LBMMC REQUESTS AN ANNUAL OPERATING GRANT AND AN ANNUAL CAPITAL GRANT WHICH IS REVIEWED AND APPROVED BY THE FOUNDATION BOARD. THE FUNDING IS THEN TRANSFERRED FROM APPROPRIATELY DESIGNATED FOUNDATION ACCOUNTS TO THE LBMMMC MONTHLY THROUGHOUT THE YEAR. THE SECOND PROCESS IS THROUGH OCCASIONAL REQUESTS ABOVE AND BEYOND THE ANNUAL BUDGETED GRANTS. EACH OCCASIONAL REQUESTS IS REVIEWED BY LBMMC ADMINISTRATIVE LEADERSHIP AND FOUNDATION ADMINISTRATIVE LEADERSHIP. IF ALL PARTIES APPROVE, A SIGNED FORM AND AN INVOICE IS USED TO DOCUMENT AND TRIGGER A GRANT FROM THE APPROPRIATE DESIGNATED ACCOUNT TO LBMMMC. THE FOUNDATION BOARD RECEIVES A REPORT ON ALL GRANTS AT EACH QUARTERLY MEETING. MEMORIALCARE OFFICE OF RESEARCH ADMINISTRATION, REQUESTS GRANTS FROM THE ORGANIZATION BY SUBMITTING REQUEST FORMS TO THE PRESIDENT OF THE ORGANIZATION. THESE FORMS REQUIRE INFORMATION AND SUPPORTING DOCUMENTATION ABOUT THE NEED FOR AND USE OF THE REQUESTED FUNDS. THE PRESIDENT REVIEWS ALL REQUESTS BELOW $10,000. THE EXECUTIVE DIRECTOR OF FINANCE REVIEWS EACH REQUEST TO ENSURE IT IS COMPLETE, INQUIRES IF THERE APPEARS TO BE ANY MISSING INFORMATION, CONFERS WITH THE LBMMC CHIEF FINANCIAL AND CHIEF OPERATING OFFICER TO DISCUSS ANY QUESTIONS OR LEARN MORE ABOUT THE REQUEST. ONCE THIS DILIGENCE IS COMPLETED, THE REQUESTS ARE PRESENTED TO THE GRANT APPLICATIONS COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR EVALUATION AND CONSIDERATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLAIR KENT | ||||||||||||||
| BOARD MEMBER(THRU12/25),CEO/EVP,LBMM | $0 | $881,395 | $0 | $317,090 | $0 | $21,854 | $0 | $306,081 | $0 | $20,765 | $0 | $1,547,185 | $0 | $0 |
| YAIR KATZ | ||||||||||||||
| FORMER CFO(THRU 12/22)/CEO MCWH+SVP | $0 | $628,671 | $0 | $345,321 | $0 | $13,260 | $0 | $177,728 | $0 | $20,929 | $0 | $1,185,909 | $0 | $86,093 |
| JOHN BISHOP | ||||||||||||||
| FORMER BOARD MEMBER, CEO/EVP LBMMC | $0 | $0 | $0 | $0 | $0 | $725,067 | $0 | $0 | $0 | $0 | $0 | $725,067 | $0 | $699,269 |
| ROBERT GUNSALUS | ||||||||||||||
| BOARD MEMBER, PRESIDENT | $0 | $405,267 | $0 | $112,621 | $0 | $16,175 | $0 | $72,696 | $0 | $29,628 | $0 | $636,387 | $0 | $0 |
| STEPHEN C HOLLISTER | ||||||||||||||
| EXEC DIR, GRANTS | $0 | $187,400 | $0 | $21,962 | $0 | $752 | $0 | $10,848 | $0 | $19,234 | $0 | $240,196 | $0 | $0 |
| GARY MUENZEL SR | ||||||||||||||
| EXEC DIR, CONTROLLER | $0 | $205,226 | $0 | $20,894 | $0 | $819 | $0 | $11,466 | $0 | $903 | $0 | $239,308 | $0 | $0 |
| CATHLEEN F WIEDER | ||||||||||||||
| EXEC DIR, DEVELOPMENT (MCWH) | $0 | $147,240 | $0 | $15,129 | $0 | $842 | $0 | $10,279 | $0 | $29,730 | $0 | $203,220 | $0 | $0 |
| DENEISHA CALVERT | ||||||||||||||
| DIRECTOR, DEVELOPMENT (LBMC) | $0 | $138,098 | $0 | $13,959 | $0 | $113 | $0 | $7,903 | $0 | $13,789 | $0 | $173,862 | $0 | $0 |
| CANDICE M WOOD | ||||||||||||||
| EXEC DIR, DONOR ENGAGEMENT | $0 | $135,779 | $0 | $13,153 | $0 | $155 | $0 | $2,927 | $0 | $499 | $0 | $152,513 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | 4A: THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: JOHN BISHOP - $725,067 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: THE ORGANIZATION MAINTAINS A DEFINED CONTRIBUTION PLAN UNDER WHICH, WITH LIMITED EXCEPTIONS REFERENCED BELOW, EACH YEAR'S CONTRIBUTION VESTS AFTER THREE YEARS CONDITIONED UPON THE RECIPIENT'S CONTINUED EMPLOYMENT WITH THE ORGANIZATION AS OF SUCH DATE. CONTRIBUTIONS THAT ARE SUBJECT TO A FUTURE VESTING CONDITION OR EVENT ARE REPORTED AS "RETIREMENT AND DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C). CONTRIBUTIONS THAT ARE IMMEDIATELY VESTED UNDER THE CIRCUMSTANCES REFERENCED BELOW ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 7 | CERTAIN EXECUTIVES RECEIVE PART OF THEIR OVERALL COMPENSATION IN THE FORM OF AN ANNUAL INCENTIVE PAYMENT. SEVERAL FINANCIAL AND NON-FINANCIAL METRICS ARE UTILIZED IN THE FORMULA FOR THE INCENTIVE COMPENSATION, AND THESE METRICS AND THE FORMULA ARE REVIEWED AND APPROVED EACH YEAR IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SOLE MEMBER OF EACH ORGANIZATION. PAYMENT OF ANY INCENTIVE COMPENSATION MUST BE APPROVED BY THE COMPENSATION COMMITTEE AFTER IT HAS REVIEWED THE METRICS TO DETERMINE WHETHER THEY HAVE BEEN MET AND THE AMOUNT OF THE PAYMENTS (IF ANY) BASED ON THE APPROVED FORMULA. |
| SCHEDULE J, PART I, LINE 3 | THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS DETERMINED BY MEMORIAL HEALTH SERVICES (MHS), THE TAX-EXEMPT PARENT OF MEMORIAL MEDICAL CENTER FOUNDATION'S SOLE MEMBER, LONG BEACH MEMORIAL MEDICAL CENTER. SEE SCHEDULE O FORM 990, PART VI, LINES 15A AND 15B FOR THE PROCESS USED BY MHS TO DETERMINE COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $182,582 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED FOR EACH CATEGORY DURING THE CALENDAR YEAR ENDED JUNE 30, 2025. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE MEMBER IS LONG BEACH MEMORIAL MEDICAL CENTER, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION AND A PUBLIC CHARITY WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE LONG BEACH MEMORIAL (LBM) BOARD APPOINTS THE MEMBERS OF THE MEMORIAL MEDICAL CENTER FOUNDATION (MMCF) BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S SOLE MEMBER, LONG BEACH MEMORIAL MEDICAL CENTER, ELECTS THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AND MUST APPROVE ANY CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO ASSIST WITH THE PREPARATION OF ITS ANNUAL FORM 990, AND THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE ORGANIZATION PROVIDE ALL THE FINANCIAL DATA AND OTHER INFORMATION FOR THE REPORTING PERIOD NECESSARY TO COMPLETE THE FORM 990. THE CHIEF FINANCIAL OFFICER THEN REVIEWS THE FORM 990, WITH ASSISTANCE FROM OTHER EXECUTIVES, INCLUDING LEGAL, FINANCE AND COMPLIANCE, AS NEEDED OR APPROPRIATE. FINALLY, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO A MEETING OF THE BOARD OF DIRECTORS, SO THAT ANY QUESTIONS OR CONCERNS CAN BE ADDRESSED AT THE MEETING OF THE BOARD AND PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AN ANNUAL SURVEY THAT REQUIRES DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND AFFIRMATION THAT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY HAS BEEN READ AND UNDERSTOOD. THE RESULTS OF THE SURVEY ARE REPORTED TO THE ORGANIZATION'S EXECUTIVE LEADERSHIP, THE ORGANIZATION'S BOARD OF DIRECTORS, THE SOLE MEMBER'S BOARD OF DIRECTORS, AND THE GOVERNING BODY OF MEMORIAL HEALTH SERVICES, A NONPROFIT PUBLIC BENEFIT CORPORATION AND TAX-EXEMPT PUBLIC CHARITY WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WHICH IS THE ULTIMATE PARENT OF THE ORGANIZATION. QUESTIONS AND CONFLICTS ARE EVALUATED IN CONSULTATION WITH THE ORGANIZATION'S LEGAL, COMPLIANCE, AND FINANCE EXECUTIVES, AND OUTSIDE EXPERTS AS NECESSARY, SO THAT CONFLICTS MAY BE APPROPRIATELY MANAGED AND ADDRESSED IN ACCORDANCE WITH THE CALIFORNIA NONPROFIT CORPORATION LAW AND THE APPLICABLE PRINCIPLES GOVERNING TAX EXEMPT PUBLIC CHARITIES. IN ADDITION, AN ANNUAL NOTICE IS SENT TO EACH EMPLOYEE TO REMIND EMPLOYEES OF THE ORGANIZATION'S POLICY REGARDING THE ACCEPTANCE OF GIFTS FROM VENDORS AND OTHERS WHO DO OR SEEK TO DO BUSINESS WITH THE ORGANIZATION. FINALLY, EACH EMPLOYEE IS REQUIRED TO ATTEST ANNUALLY THAT THEY HAVE READ AND UNDERSTOOD THE ORGANIZATION'S CODE OF CONDUCT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF EXECUTIVE OFFICER (CEO) OF THE ORGANIZATION IS NOT COMPENSATED BY THE ORGANIZATION, BUT IS COMPENSATED BY THE ULTIMATE PARENT OF THE ORGANIZATION, MEMORIAL HEALTH SERVICES (MHS), A CALIFORNIA NONPROFIT CORPORATION AND A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION REIMBURSES MHS FOR THIS EXPENSE. THE COMPENSATION OF ALL EXECUTIVES HOLDING THE POSITION OF VICE PRESIDENT OR HIGHER (E.G., SENIOR VICE PRESIDENT OR C-LEVEL OFFICER), INCLUDING THE CEO, IS REVIEWED ANNUALLY BY AN INDEPENDENT CONSULTANT WITH EXPERTISE IN ASSESSING WHETHER EXECUTIVE COMPENSATION IS REASONABLE AND CONSISTENT WITH FAIR MARKET VALUE, CONSIDERING APPROPRIATE MARKET DATA. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE GOVERNING BODY OF MHS FOR CONSIDERATION, AND BASED UPON THIS INFORMATION, COMPENSATION (INCLUDING ANY PROPOSED CHANGES TO COMPENSATION) IS APPROVED ONLY IF THE COMPENSATION COMMITTEE, HAVING CONSIDERED THE REVIEW AND DATA PRESENTED BY THE INDEPENDENT EXPERT CONSULTANT, DETERMINES THAT THE COMPENSATION IS REASONABLE AND CONSISTENT WITH FAIR MARKET VALUE. SUCH DETERMINATIONS ARE REFLECTED IN THE MINUTES OF THE MEETING(S) OF THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS) AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, THE ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE CALIFORNIA SECRETARY OF STATE'S OFFICE. THE ORGANIZATION'S RESEARCH CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S WEBSITE AT: HTTPS://WWW.MEMORIALCARE.ORG/POLICIES-LEGAL-NOTICES/CONFLICT-INTEREST- RESEARCH-POLICY-702 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -777,555. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MEMORIALCARE SELECT HEALTH PLAN | ||||||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | 461870181 | MEDICAL SVCS | CA | 501(C)(4) | MHS | 0 | |
| SADDLEBACK MEMORIAL FOUNDATION | ||||||||||
| 24451 HEALTH CENTER DRIVE | LAGUNA HILLS | CA | 92653 | 330011887 | PHILANTHROPY | CA | 501(C)(3) | SMMC | 0 | LINE 7 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| MEMORIALCARE HOME HEALTH LLC | |||||||||
| 23521 PASEO DE VALENCIA SUITE 100 | FOUNTAIN VALLEY | CA | 92708 | 463056446 | HEALTHCARE | CA | N/A | 0 | 0 |
| BEACH SURGICAL HOLDINGS LLC | |||||||||
| 3000 RIVERCHASE GALLERIA SUITE 500 | BIRMINGHAM | AL | 35244 | 371708521 | HEALTHCARE | CA | N/A | 0 | 0 |
| MEMORIALCARE INNOVATION FUND LP | |||||||||
| 320 GOLDEN SHORE SUITE 120 | LONG BEACH | CA | 90802 | 460791893 | HEALTHCARE | CA | N/A | 0 | 0 |
| SUMMATION HEALTH VENTURES | |||||||||
| 330 GOLDEN SHORE AVENUE | LONG BEACH | CA | 90802 | 465252681 | INVESTMENTS | DE | N/A | 0 | 0 |
| BRISTOL PARK INVESTMENT GROUP I LP | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 330180494 | OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING | CA | N/A | 0 | 0 |
| BRISTOL PARK INVESTMENT GROUP II LP | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 330180495 | OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING | CA | N/A | 0 | 0 |
| BRISTOL PARK INVESTMENT GROUP III LP | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 330226684 | OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING | CA | N/A | 0 | 0 |
| BRISTOL PARK INVESTMENT GROUP V LP | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 330975781 | OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING | CA | N/A | 0 | 0 |
| RMV MOB I LLC | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 301013230 | OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY | CA | N/A | 0 | 0 |
| MC FV MOB I LLC | |||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 464578097 | OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY | CA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (35) | ||||||||||
| SUPPORT | CA | MMCF | T | Yes (1) | ||||||
| NATIONAL HEALTHCARE SERVICES | ||||||||||
| MEDICAL SERVICES | CA | C | Yes (1) | 330 GOLDEN SHORE AVENUE | LONG BEACH | CA | 90802 | 953496341 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | MEMORIAL MEDICAL CENTER FOUNDATION (MMCF) IS RELATED TO THE CENTRAL ORGANIZATION AND SUBORDINATE ORGANIZATIONS IN THE MEMORIAL HEALTH SERVICES GROUP EXEMPTION. MMCF AND THE SUBORDINATES ARE BOTH CONTROLLED BY THE CENTRAL ORGANIZATION, MEMORIAL HEALTH SERVICES (MHS). THE CENTRAL ORGANIZATION AND SUBORDINATE ORGANIZATIONS OF THE MEMORIAL HEALTH SERVICES GROUP EXEMPTION HAVE NOT BEEN INCLUDED IN SCHEDULE R, PART II, IN ACCORDANCE WITH THE IRS INSTRUCTIONS. | ExplanationTxt |