FRANCISCAN HEALTH FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN HEALTH FOUNDATION INC (EIN 35-1955283)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349320129
- Schema version
- 2023v5.1
- 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 | 2024-11-15T15:22:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PRISCILLAR N MUDARI | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5742733855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46544 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN D LEAHY | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 5743476418 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC M MCNEIL | PreparerPersonNm |
| PTIN | P00460263 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN D LEAHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,313,444 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | RAISE, INVEST, AND EXPEND CONTRIBUTIONS FOR THE BENEFIT OF FRANCISCAN ALLIANCE, INC. HEALTH CENTERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 105 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,742,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,856,403 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $716,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,269,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,459,131 | PYTotalRevenueAmt |
| CY Total Revenue | $7,125,464 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,835,413 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,706,947 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,578,396 | PYOtherExpensesAmt |
| CY Other Expenses | $4,264,839 | CYOtherExpensesAmt |
| PY Total Expenses | $10,413,809 | PYTotalExpensesAmt |
| CY Total Expenses | $10,971,786 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,954,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,846,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,818,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,692,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,072,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,478,022 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,746,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,214,106 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FRANCISCAN HEALTH FOUNDATION, INC. (THE FOUNDATION) RAISES, INVESTS, AND DISBURSES CONTRIBUTIONS TO SUPPORT THE PROGRAMS AND SERVICES OF FRANCISCAN ALLIANCE, INC. THE OVERARCHING PURPOSE IS TO CONTINUE THE HEALING MINISTRY OF CHRIST IN ACCORDANCE WITH THE TEACHINGS OF THE ROMAN CATHOLIC CHURCH AND IN PARTNERSHIP WITH OTHERS TO PROVIDE A FULL CONTINUUM OF HEALTH CARE SERVICES; THE FOUNDATION IS DEDICATED TO ADDRESSING THE EVER-GROWING HEALTHCARE NEEDS OF OUR PATIENTS AND TO SUPPORTING ALL FRANCISCAN ALLIANCE, INC.'S HEALTH CENTERS IN THEIR COMMITMENT TO BUILDING HEALTHIER COMMUNITIES. THE FUNDS RAISED AND DISBURSED BY THE FOUNDATION SUPPORT THE NEEDS OF PATIENTS WITHOUT THE RESOURCES TO ATTAIN CARE WITHOUT REGARDS TO AGE, SEX, RELIGION OR NATIONAL ORIGIN; INCREASE PATIENT ACCESS TO MEDICAL TECHNOLOGY; FURTHERS SCIENTIFIC AND MEDICAL EDUCATION OPPORTUNITIES IN ORDER TO IMPROVE CARE; AND PROMOTES WELLNESS WITHIN THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,936,039 | ExpenseAmt |
| Grant | $6,706,947 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FRANCISCAN HEALTH FOUNDATION, INC. RAISES, INVESTS, AND EXPENDS CONTRIBUTIONS FOR THE BENEFIT OF FRANCISCAN ALLIANCE, INC. THE BENEFICIARY'S PURPOSE IS TO PROMOTE COMPASSIONATE CARE FOR THOSE IN NEED, RESPECT LIFE AND THE DIGNITY OF PERSONS, WELLNESS AND THE PREVENTION OF ILLNESS, RESTORATION TO HEALTH, AND THE ACCEPTANCE OF DEATH AS THE FINAL STEP TOWARDS WELLNESS. | Desc |
| Total Program Service Expenses | $10,936,039 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRISCILLAR N MUDARI | PersonNm |
| Phone | 5742733817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3510 PARK PLACE WEST SUITE 200 | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KEVIN D LEAHY | |||||||
| PRESIDENT AND TRUSTEE | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $2,467,456 | $197,552 |
| SISTER JANE MARIE KLEIN | |||||||
| CHAIR AND TRUSTEE | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER M ANN KATHLEEN MAGIERA | |||||||
| TREASURER AND TRUSTEE | 5.0 | 50.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER M MADONNA ROUGEAU | |||||||
| TRUSTEE | 5.0 | 50.0 | Yes (X) | $0 | $0 | $0 | |
| SISTER LETHIA MARIE LEVEILLE | |||||||
| SECRETARY AND TRUSTEE | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,467,456 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $443,909 | FundraisingAmt |
| Related Organizations | $787,133 | RelatedOrganizationsAmt |
| Government Grants | $429,321 | GovernmentGrantsAmt |
| All Other Contributions | $4,196,040 | AllOtherContributionsAmt |
| Noncash Contributions | $68,686 | NoncashContributionsAmt |
| Total Contributions | $5,856,403 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,269,061 | TotalRevenueColumnAmt |
| Exclusion | $1,269,061 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $187,980 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $443,909 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $187,980 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,125,464 | TotalRevenueColumnAmt |
| Exclusion | $1,269,061 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,706,947 | TotalAmt |
| Program Services | $6,706,947 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,214,372 | TotalAmt |
| Program Services | $3,214,372 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,747 | TotalAmt |
| Management And General | $35,747 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,421 | TotalAmt |
| Program Services | $12,421 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,967 | TotalAmt |
| Program Services | $36,967 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,119 | TotalAmt |
| Program Services | $68,119 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,856 | TotalAmt |
| Program Services | $133,856 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,812 | TotalAmt |
| Program Services | $13,812 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,516 | TotalAmt |
| Program Services | $14,516 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBT EXPENSE | $521,154 | $521,154 |
| RESULTS AND RECOGNITION | $68,512 | $68,512 |
| DUES & SUBSCRIPTIONS | $54,624 | $54,624 |
| SPECIAL EVENTS | $39,139 | $39,139 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,600 | TotalAmt |
| Program Services | $51,600 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,971,786 | TotalAmt |
| Program Services | $10,936,039 | ProgramServicesAmt |
| Management And General | $35,747 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,554 | BOYAmt |
| EOY | $1,052,621 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,748,468 | BOYAmt |
| EOY | $3,112,525 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,975,942 | BOYAmt |
| EOY | $2,470,112 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,114 | BOYAmt |
| EOY | $55,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $343,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $300,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,724 | BOYAmt |
| EOY | $43,078 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,692,109 | BOYAmt |
| EOY | $60,762,830 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,941 | BOYAmt |
| EOY | $195,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,818,852 | BOYAmt |
| EOY | $67,692,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,679 | BOYAmt |
| EOY | $1,272,343 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,298 | BOYAmt |
| EOY | $9,929,903 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,257 | BOYAmt |
| EOY | $275,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,234 | BOYAmt |
| EOY | $11,478,022 | 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 | $15,468,797 | BOYAmt |
| EOY | $18,403,629 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,277,821 | BOYAmt |
| EOY | $37,810,477 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,746,618 | BOYAmt |
| EOY | $56,214,106 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,818,852 | BOYAmt |
| EOY | $67,692,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,846,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,804,206 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,509,604 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $8,493,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,962,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,240,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,742,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,856,403 | CurrentTaxYearAmt |
| Total | $38,294,976 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,493,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,962,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,240,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,742,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,856,403 | CurrentTaxYearAmt |
| Total | $38,294,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,499,825 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,795,151 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $716,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,269,061 | CurrentTaxYearAmt |
| Total | $3,790,255 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,085,231 | TotalSupportAmt |
| Public Support CY170 | 0.87430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86159 | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,276,844 | BeginningYearBalanceAmt |
| Contributions | -$2,267,678 | ContributionsAmt |
| Investment Earnings Or Losses | $58,904 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,068,070 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,445,967 | BeginningYearBalanceAmt |
| Contributions | -$2,098,222 | ContributionsAmt |
| Investment Earnings Or Losses | -$68,501 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,400 | OtherExpendituresAmt |
| End Year Balance | $6,276,844 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,530,314 | BeginningYearBalanceAmt |
| Contributions | $874,385 | ContributionsAmt |
| Investment Earnings Or Losses | $40,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$797 | OtherExpendituresAmt |
| End Year Balance | $8,445,967 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,596,498 | BeginningYearBalanceAmt |
| Contributions | $1,890,122 | ContributionsAmt |
| Investment Earnings Or Losses | $45,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,465 | OtherExpendituresAmt |
| End Year Balance | $7,530,314 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,269,160 | BeginningYearBalanceAmt |
| Contributions | $313,321 | ContributionsAmt |
| Investment Earnings Or Losses | $39,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,328 | OtherExpendituresAmt |
| End Year Balance | $5,596,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,446 | DepreciationAmt |
| Book Value | $24,586 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $272,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,798 | DepreciationAmt |
| Book Value | $18,492 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $43,078 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITIES-LT | $133,580 |
| ANNUITY PAYABLE | $71,813 |
| LEASE LIABILITIES-CP | $70,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $275,776 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | RICHARD E. FRY ENDOWMENT - THROUGH THE GENEROUS GIFTS OF MANY DONORS AND MRS. FRY, THIS ENDOWMENT FUND IS BEING ESTABLISHED TO FINANCE ANNUAL NURSING SCHOLARSHIPS AND WILL BE KNOWN AS THE RICHARD E. FRY, M.D. MEMORIAL NURSING SCHOLARSHIP FUND. THE INCOME FROM THIS ENDOWMENT SHALL BE USED TO FUND ANNUAL SCHOLARSHIP AWARDS. ANY UNUSED PORTION FROM THIS ENDOWMENT SHALL BE REINVESTED IN THE ENDOWMENT, OR PLACED IN THE RESTRICTED NURSING SCHOLARSHIP ACCOUNT FOR FUTURE USE. EMHARDT ENDOWMENT FUND - THIS ENDOWMENT FUND IS USED TO FUND THE EMHART ROLE MODEL OPERATING FUND WHICH PROVIDES AN ANNUAL ROLE MODEL AWARD AND ANNUALLY DONATES $1,000 TO THE MICON FUND. COHEN-KLINE - SET UP BY THE COHEN AND KLINE FAMILIES IN 1979. INTEREST IS TO FUND NEEDS DETERMINED ANNUALLY AS DIRECTED BY A DESIGNATED MEMBER OF THE COHEN FAMILY. GOLDBERG MEMORIAL - PROCEEDS FROM THIS FUND ARE TO PROVIDE SCHOLARSHIPS FOR MEDICAL STUDENTS ATTENDING MIDWESTERN UNIVERSITY. ESTABLISHED IN 1987 BY BEVERLY GOLDBERG TO PROVIDE HONORARIUM FOR ANNUAL GOLDBERG LECTURE. ST. ANTHONY MEDICAL CENTER ENDOWMENT FUND - THE PRIMARY PURPOSE OF THE FUND SHALL BE TO PROVIDE SUPPORT TO ST. ANTHONY MEDICAL CENTER, INC., OR ITS SUCCESSOR, TO CARRY OUT ITS ROLE AND MISSION AS DESCRIBED BY ITS GOVERNING DOCUMENTS. THE DR. JOHN LANMAN CLINIC - SERVES THE WORKING POOR, UNDER-INSURED AND UNINSURED PATIENTS LIVING IN NORTHERN LAKE COUNTY. THE MONIES IN THIS ENDOWMENT FUND WILL BE USED TO ASSIST PATIENTS WITH THE COST OF MEDICATIONS, TRANSPORTATION, HEALTHCARE AND OTHER NEEDS AS DETERMINED BY THE DR. JOHN LANMAN ENDOWMENT FUND MANAGER & ASSISTANT FUND MANAGER, WITH CONSULTATION FROM THE NI FOUNDATION. FANCHER SCHOLARSHIP - TO PROVIDE ANNUAL $500 SCHOLARSHIPS TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(S) MUST DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR 1 AS LONG AS THE RECIPIENTS MAINTAIN A MINUMUM 3.0 OVERALL GPA. BETTY MCKAY SCHOBER SCHOLARSHIPS - TO PROVIDE SCHOLARSHIP FUNDS IN THE AMOUNT OF $1000 PER YEAR TO AN INCOMING FIRST YEAR NURSING STUDENT AT THE ST. ELIZABETH SCHOOL OF NURSING. MINIMUM CRITERIA TO BE CONSIDERED INCLUDE: BE A US CITIZEN AND/OR LEGAL PERMANENT RESIDENT OF THE US; BE ADMISSABLE TO THE SON FOR THE AUTUMN SEMESTER AFTER GRADUATION FROM HIGH SCHOOL; AND HAVE A HIGH SCHOOL GPA OF 3.2 OR MORE ON A 4.0 SCALE. ADDITIONAL CRITERIA TO BE CONSIDERED IS THAT PREFERENCE WILL BE GIVEN TO STUDENTS FROM A FARM/SMALL TOWN AND/OR WHO HAVE SUCCEEDED IN SPITE OF A DIFFICULT FAMILY SITUATION, SUCH AS A FAMILY MEMBER WITH CANCER, LONGTERM UNEMPLOYMENT OF A PARENT, ETC. OESTERLING-WHITAKER SCHOLARSHIPS - TO PROVIDE ANNUAL SCHOLARSHIPS TO A SOPHOMORE OR JUNIOR ST. ELIZABETH SCHOOL OF NURSING STUDENT(S). THE STUDENT(S) MUST DEMONSTRATE FINANCIAL NEED AND BE A GOOD STUDENT (NOT NECESSARILY A GREAT STUDENT) IN THE CLASSROOM, BUT ONE THAT HAS A HEART FOR SERVICE AND COMPASSION FOR OTHERS. SALLY WATLINGTON SCHOLARSHIPS - THE FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(S) MUST DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE AS LONG AS THE RECIPIENT(S) MAINTAIN A MINIMUM 3.0 OVERALL GPA. ST. CLARE MEDICAL AUXILIARY ST. ELIZABETH SCHOOL OF NURSING - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) THAT WILL GRADUATE A MONTGOMERY COUNTY, INDIANA HIGH SCHOOL OR A HOME SCHOOLED SENIOR RESIDING IN MONTGOMERY COUNTY, INDIANA. STUDENTS WILL BE ENROLLED AT THE ST. ELIZABETH SCHOOL OF NURSING IN THE FOLLOWING FALL SEMESTER. STUDENTS MUST DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE AS LONG AS RECIPIENTS MAINTAIN MINIMUM 3.0 GPA. NOLA J. GENTRY ST. ELIZABETH SCHOOL OF NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) ENROLLED AT THE ST. ELIZABETH SCHOOL OF NURSING. STUDENTS MUST HAVE MINIMUM GPA 3.5 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE AS LONG AS THE RECIPIENTS MAINTAINS A MINIMUM 3.5 OVERALL GPA. JAUNITA BURNETT MARCHAND MEMORIAL SCHOLARSHIP - FUND IS BEING ESTABLISED TO SUPPORT AN ANNUAL $1000 OR MORE PER YEAR SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(s) MUST BE A USA CITIZEN AND HAVE GPA OF 2.75 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND ONE YEAR IF THE RECPIENT(S) MAINTAIN 2.75 OVERALL GPA. FIRST YEAR STUDENTS ARE NOT ELIGIBLE. BETTY JEAN LOWERY ENDOWED NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 OR MORE PER YEAR SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(S) MUST BE A NATIVE RESIDENT AND CURRENTLY RESIDE IN THE STATE OF INDIANA. STUDENT(S) MUST BE AT LEAST A SECOND-YEAR STUDENT AND HAVE A GPA OF 3.0 OR BETTER. STUDENT(S) MUST DEMONSTRATE COMPASSIONATE CONCERN FOR THE BETTERMENT OF THEIR PATIENTS. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND ONE YEAR IF THE RECIPIENTS(S) MAINTAIN A MINIMUM 3.0 OVERALL GPA. THE WILSON FAMILY NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(S) MUST DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE IF THE RECIPIENT(S) MAINTAIN 3.0 GPA OR BETTER. BRENDA E. MURRAY MEMORIAL SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENT(S) MUST BE A SINGLE PARENT FROM A RURAL COMMNUNITY, DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. SPECIAL CONSIDERATION WILL GO TO AN INDIVIDUAL(S) WHO WERE ABLE TO OVERCOME AN ADVERSE SITUATION. IN THE CASE THAT NO SINGLE PARENT APPLICANTS WERE IDENTIFIED, THEN THE REMAINING CRITERIA WILL TAKE PRECEDENT. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND ONE YEAR IF THE RECIPIENT(S) MAINTAIN A MINIMUM 3.0 OVERALL GPA. JAMES AND JOANN VORST NURSING SCHOLARSHIP ENDOWMENT THE FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL SCHOLARSHIP FOR A ST. ELIZABETH SCHOOL OF NURSING STUDENT(S). STUDENT MUST BE A U.S. CITIZEN OR A LEGAL, PERMANENT RESIDENT OF THE UNITED STATES AND MUST HAVE A MINIMUM HIGH SCHOOL GPA OF 2.75 ON A 4.0 SCALE. CURRENT HIGH SCHOOL SENIORS WILL BE AWARDED FUNDS FOR THEIR FRESHMAN YEAR, AND SPECIAL CONSIDERATIONS WILL BE GIVEN TO A SECOND OR THRID YEAR STUDENT WHO IS IN GOOD STANDINGS. ADDITIONAL CONSIDERATIONS WILL BE GIVEN TO A STUDENT WHO HAS SHOWN SUCCESS DESPITE A DIFFICULT FAMILY SITUATION SUCH AS A FAMILY MEMBER WITH A SERIOUS ILLNESS, LONG-TERM UNEMPLOYMENT OF A PARENT OR OTHER HARDSHIPS. MARCIA LYNN WYKOFF NURSING SCHOLARSHIP ENDOWMENT THE FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1,000 OR MORE PER YEAR SCHOLARSHIP TO A STUDENT(S) ENROLLED AT THE ST. ELIZABETH SCHOOL OF NURSING. THE STUDENT(S) MUST BE A SINGLE PARENT, DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 (B AVERAGE) OR BETTER. IN THE CASE THAT NO SINGLE PARENT APPLICANTS WERE IDENTIFIED, THEN THE REMAINING CRITERIA WILL TAKE PRECEDENT. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE IF THE RECIPIENT(S) MAINTAINS A MINIMUM 3.0 OVERALL GPA. ALEXANDRA LAINE WICKES NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 OR MORE PER YEAR SCHOLARSHIP TO A STUDENT(S) ENROLLED AT THE ST. ELIZABETH SCHOOL OF NURSING. THE STUDENT(S) MUST BE A SINGLE PARENT, DEMONSTRATE FINANCIAL NEED, HAVE A MINIMUM GPA OF 3.0 OR BETTER AND HAVE A PASSION FOR WORKING WITH INDIVIDUALS WITH DISABILITIES OR SPECIAL NEEDS. IN THE CASE THAT NO SINGLE PARENT APPLICANTS WERE IDENTIFIED, THEN THE REMAINING CRITERIA WILL TAKE PRECEDENT. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND ONE YEAR IF THE RECIPIENT(S) MAINTAIN A MINIMUM 3.0 OVERALL GPA. THOMAS R. SCHILLI ST ELIZABETH SCHOOL OF NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 OR MORE SCHOLARSHIPS TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENTS MUST DEMONSTRATE FINANCIAL NEED AND HAVE A MINIMUM GPA OF 3.0 OR BETTER. THE AWARDED SCHOLARSHIP MAY BE RENEWABLE BEYOND YEAR ONE AS LONG AS THE RECIPIENT MAINTAINS A MINIMUM 3.0 OVERALL GPA. RICHARD C. AND BETTY M. NELSON ST. ELIZABETH SCHOOL OF NURSING SCHOLARSHIP - FUND IS BEING ESTABLISHED TO SUPPORT AN ANNUAL $1000 SCHOLARSHIP TO A STUDENT(S) OF THE ST. ELIZABETH SCHOOL OF NURSING THAT WILL BE ENROLLED IN THE FALL SEMESTER. THE STUDENTS MUST DEMONSTRATE FIN | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALAS | Event1Nm |
| Gross Receipts Event1 | $449,382 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $313,124 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $136,258 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,200 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $44,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,111 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $28,719 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,729 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTINGS | Event2Nm |
| Gross Receipts Event2 | $90,367 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $65,798 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,569 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $18,490 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,596 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,483 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $92,140 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $64,987 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,153 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $4,955 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $10,215 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $809 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,173 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $631,889 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $443,909 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $187,980 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,155 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,990 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $63,922 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $29,528 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,385 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $187,980 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| FRANCISCAN ALLIANCE INC | |||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 351330472 | 501(c)(3) | $6,427,187 | N/A | N/A | VARIOUS PROGRAMS |
| FRANCISCAN HEALTH RENSSELAER INC | |||||||||
| 1104 E GRACE ST | RENSSELAER | IN | 47978 | 473825106 | 501(C)(3) | $127,776 | N/A | N/A | VARIOUS PROGRAMS |
| SISTERS OF ST FRANCIS PERPETUAL ADORATION | |||||||||
| PO BOX 766 | MISHAWAKA | IN | 46546 | 351328145 | 501(c)(3) | $120,354 | N/A | N/A | VARIOUS PROGRAMS |
| FRANCISCAN VNS HOME CARE INC | |||||||||
| 4701 N KEYSTONE AVE S418 | INDIANAPOLIS | IN | 46205 | 350868199 | 501(C)(3) | $31,630 | N/A | N/A | VARIOUS PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL EXPENDITURES ARE REVIEWED BY THE DIRECTORS OF THE FOUNDATION AND FUND MANAGERS AND IN SOME CASES COMMITTEES, TO ENSURE ADHERENCE TO THE INTENT FOR WHICH FUNDS ARE DONATED. ALSO, THE FOUNDATION ONLY PROVIDES GRANTS TO THE ORGANIZATION IT WAS ORGANIZED TO SUPPORT, FRANCISCAN ALLIANCE, INC., AND ITS CONTROLLED AFFILIATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN D LEAHY | PersonNm |
| Title | PRESIDENT AND TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $2,383,652 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $83,804 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $182,568 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,984 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $2,665,008 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | FRANCISCAN HEALTH FOUNDATION, INC. DOES NOT COMPENSATE ITS PRESIDENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $463 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $361 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 85 | $34,132 | FMV |
| Yes (X) | GIFT CARDS | 10 | $11,200 | FMV |
| Yes (X) | MISCELLANEOUS | 10 | $9,322 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF FRANCISCAN HEALTH FOUNDATION, INC. IS FRANCISCAN ALLIANCE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, FRANCISCAN ALLIANCE, INC., ELECTS ALL DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING MATTERS ARE RESERVED EXCLUSIVELY TO THE MEMBER FOR CONSIDERATION AND ACTION AND MUST BE SUBMITTED TO AND RECEIVE THE APPROVAL OF THE MEMBER: (A) AMEND, RESTATE, REPEAL OR REPLACE THE ARTICLES OF INCORPORATION; (B) ADOPT, AMEND, RESTATE, REPEAL OR REPLACE THE BYLAWS; (C) AUTHORIZE THE MERGER, CONSOLIDATION, OR DISSOLUTION OF THE FOUNDATION; (D) AUTHORIZE THE SALE, PLEDGE, LEASE OR EXCHANGE OF THE FOUNDATION'S ASSETS (E) AUTHORIZE THE INCURRENCE OF DEBT BY THE FOUNDATION; (F) SELECT OR REMOVE THE FOUNDATION'S INDEPENDENT AUDITORS; (G) TAKE ACTION ON MATTERS WHICH MAY BE SPECIFIED BY THE MEMBER FROM TIME TO TIME; (H) AUTHORIZE ACTIONS OTHERWISE REQUIRING MEMBER APPROVAL BY LAW OR WHICH THE BOARD DETERMINES ARE ADVISABLE TO BE CONSIDERED BY THE MEMBER; (I) SETTLEMENT OF PROCEEDINGS FOR WHICH INDEMNIFICATION OR ADVANCEMENT OF EXPENSES MAY BE SOUGHT; (J) DETERMINE WHETHER THE FOUNDATION IS IN COMPLIANCE WITH THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES; (K) APPROVE THE ANNUAL BUDGETS OF THE FOUNDATION, AND AMENDMENTS THERETO WITH SUCH MODIFICATIONS AS THE MEMBER MAY DEEM NECESSARY OR APPROPRIATE AND ANY UNBUDGETED EXPENDITURES OF THE FOUNDATION IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000); (L) APPROVE THE CHAIRPERSON OF THE REGIONAL COUNCIL OF EACH OF THE REGIONAL DIVISIONAL OFFICES OF THE FOUNDATION, AND TO REMOVE SUCH INDIVIDUALS WITH OR WITHOUT CAUSE; (M) ADOPT, AMEND, RESTATE, REPEAL OR REPLACE THE CHARTER OF EACH OF THE REGIONAL DIVISIONAL OFFICES OF THE FOUNDATION; (N) CREATE, DETERMINE THE BOUNDARIES, REORGANIZE, CONSOLIDATE OR DISCONTINUE THE DIVISIONAL OFFICES OF THE FOUNDATION; (O) VOLUNTARILY DECLARE AND FILE FOR BANKRUPTCY OF THE FOUNDATION; (P) APPROVE THE ADMISSION OR REMOVAL OF A MEMBER; (Q) APPROVE A STRATEGIC PLAN OF THE FOUNDATION AND ANY MODIFICATIONS THERETO OR REPLACEMENTS THEREOF DEVELOPED AND RECOMMENDED BY THE BOARD OF DIRECTORS OF THE FOUNDATION, WITH SUCH MODIFICATIONS THERETO AS THE MEMBER MAY DEEM NECESSARY OR APPROPRIATE; (R) CHANGE THE STATUS OF THE FOUNDATION FOR FEDERAL TAX PURPOSES OR MAKE ANY FEDERAL OR STATE TAX ELECTION ON BEHALF OF THE FOUNDATION; (S) ESTABLISH ANY SUBSIDIARIES OR AFFILIATES OF THE FOUNDATION OR ENTER INTO ANY JOINT VENTURE ARRANGEMENTS INVOLVING THE FOUNDATION; (T) PROMULGATE POLICIES BINDING ON THE FOUNDATION; (U) ADOPT, AMEND AND TERMINATE EMPLOYEE BENEFITS AND EMPLOYEE BENEFIT PLANS; (V) REQUIRE THE FOUNDATION TO PARTICIPATE IN THE MEMBER'S SHARED SERVICES PROGRAMS; AND (W) APPROVE THE FOUNDATION'S ACCEPTANCE OF ANY GIFT OR BEQUEST WHICH INCLUDES EITHER AN INTEREST (INCLUDING FUTURE INTERESTS) IN REAL PROPERTY, OR OTHER ASSETS WHICH ARE ENCUMBERED IN ANY WAY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INFORMATION TO PREPARE THE FORM 990 OF FRANCISCAN HEALTH FOUNDATION, INC. IS GATHERED BY FINANCE STAFF AND PROVIDED TO ITS ACCOUNTING FIRM WHO PREPARES THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO THE FRANCISCAN HEALTH FOUNDATION'S BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | FRANCISCAN AND/OR AN AFFILIATE REQUIRES ANNUAL CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND HAVE AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OR A COMMITTEE WITH BOARD DESIGNATED POWERS MUST DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DIRECTOR, PRINCIPAL, OR COMMITTEE MEMBER SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTE TAKEN. IN ADDITION, ONGOING REVIEWS AND ASSESSMENTS ARE MADE TO MAKE CERTAIN THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. IN CONDUCTING THE ONGOING REVIEWS AND ASSESSMENTS, THE FOUNDATION USES INTERNAL AND EXTERNAL ADVISORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FRANCISCAN HEALTH FOUNDATION, INC. DOES NOT COMPENSATE ITS OFFICERS AND IT DOES NOT HAVE ANY EMPLOYEES. |
| FORM 990, PART XI, LINE 9 | EQUITY TRANSFER FROM AFFILIATE $3,509,604 ------------ TOTAL $3,509,604 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANCISCAN ALLIANCE INC | ||||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 351330472 | HEALTH SRVCS | IN | 501(C)(3) | 3 | NA | false |
| HILLS INSURANCE COMPANY INC | ||||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 030372512 | CAPTIVE INS | VT | 501(C)(3) | 12-TYPE 1 | FRANCISCAN | false |
| SISTERS OF ST FRANCIS OF PERPETUAL ADOR | ||||||||||
| PO BOX 766 | MISHAWAKA | IN | 46546 | 351328145 | RELIGIOUS | IN | 501(C)(3) | 1 | NA | false |
| ST ALEXIS HOSPITAL ASSOCIATION | ||||||||||
| PO BOX 1290 | MISHAWAKA | IN | 46546 | 340714485 | SUPPORT ALEXA | OH | 501(C)(3) | 3 | FRANCISCAN | false |
| FRANCISCAN VNS HOME CARE INC | ||||||||||
| 4701 N KEYSTONE AVE S418 | INDIANAPOLIS | IN | 46205 | 350868199 | HOME HEALTH | IN | 501(C)(3) | 10 | FRANCISCAN | false |
| FRANCISCAN HEALTH RENSSELAER INC | ||||||||||
| 1104 E GRACE ST | RENSSELAER | IN | 47978 | 473825106 | HEALTH SRVCS | IN | 501(C)(3) | 3 | FRANCISCAN | false |
| FRANCISCAN ACO INC | ||||||||||
| 700 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46107 | 351904455 | HEALTHCARE | IN | 501(C)(3) | 12-TYPE 1 | FRANCISCAN | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| FRANCISCAN SURGERY CENTER LLC | ||||||||
| 421 N EMERSON AVE | BEECH GROVE | IN | 46107 | 352128334 | MEDICAL SERVICES | IN | NA | N/A |
| ST FRANCIS RADIATION THERAPY CENTERS | ||||||||
| 421 N EMERSON AVE | BEECH GROVE | IN | 46107 | 770663631 | MEDICAL SERVICES | IN | NA | N/A |
| ST FRANCIS IMAGING CENTER (GREENWOOD) | ||||||||
| 421 N EMERSON AVE | GREENWOOD | IN | 46107 | 204607426 | IMAGING SERVICES | IN | NA | N/A |
| TONN AND BLANK CONSTRUCTION LLC | ||||||||
| 1623 GREENWOOD AVE | MICHIGAN CITY | IN | 46360 | 263919039 | CONSTRUCTION | IN | NA | N/A |
| MAJOR HOSP CARDIAC DIAGNOSTICS LLC | ||||||||
| 2451 INTELLIPLEX DR | SHELBYVILLE | IN | 46176 | 208715441 | MEDICAL SERVICES | IN | NA | N/A |
| ST FRANCIS MOORESVILLE SURGERY CENTER | ||||||||
| 1215 HADLEY ROAD SUITE 100 | MOORESVILLE | IN | 46158 | 202256900 | MEDICAL SERVICES | IN | NA | N/A |
| FRANCISCAN ORTHOPEDIC SURGERY CENTER | ||||||||
| 10777 ILLINOIS ST STE H3000 H400 | CARMEL | IN | 46032 | 845101253 | MEDICAL SERVICES | IN | NA | N/A |
| MOORESVILLE ENDOSCOPY CENTER LLC | ||||||||
| 1215 HADLEY ROAD SUITE 101 | MOORESVILLE | IN | 46158 | 412116930 | MEDICAL SERVICES | IN | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| FRANCISCAN HOLDING CORPORATION | ||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 363593505 | HOLDING CO. | IN | NA | C CORP |
| SAGAMORE SURGICAL SERVICES INC | ||||||||
| 2320 CONCORD ROAD SUITE B | LAFAYETTE | IN | 479092708 | 351850819 | MEDICAL SERVICES | IN | NA | S CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |