HEALTHNETWORK FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHNETWORK FOUNDATION (EIN 04-3804600)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349304564
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T12:07:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341736265 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAMER & BOLBACH INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23775 COMMERCE PARK RD STE 1 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043804600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHNETWORK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA HEALTH NET FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4402641922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY BORIS | PersonNm |
| Person Title | CHIEF OPERATING OFF | PersonTitleTxt |
| Phone | 4402641922 | PhoneNum |
| Signature | 2023-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | HERCHEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | PETER A BOLBACH | PreparerPersonNm |
| PTIN | P00847009 | PTIN |
| Phone | 2167658110 | PhoneNum |
| Preparation | 2023-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY BORIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,185,560 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHNETWORKFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HEALTH NETWORK HELPS MEMBERS FIND APPROPRIATE MEDICAL INSTITUTIONS FOR THE MEMBERS' PARTICULAR NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,541,738 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,720,893 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,637,773 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,836,613 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,179,511 | PYTotalRevenueAmt |
| CY Total Revenue | $12,557,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $646,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,055,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,230,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,259,742 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,106,961 | PYOtherExpensesAmt |
| CY Other Expenses | $1,417,656 | CYOtherExpensesAmt |
| PY Total Expenses | $3,983,090 | PYTotalExpensesAmt |
| CY Total Expenses | $5,732,898 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,196,421 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,824,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,753,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,284,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,022,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,235,104 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,730,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,049,507 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECTING CEO'S AND ENTREPRENEURS WITH LEADING HOSPITALS TO PROVIDE THE BEST ACCESS TO WORLD CLASS CARE AND INCREASE PHILANTHROPIC FUNDING FOR MEDICAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,689,689 | ExpenseAmt |
| Grant | $2,055,500 | GrantAmt |
| Desc | ASSISTANCE PROVIDED TO MEMBERS TO HELP THEM FIND THE MEDICAL INSTITUTIONS THAT FIT THEIR PARTICULAR NEEDS. | Desc |
| Total Program Service Expenses | $4,689,689 | 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 | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY BORIS | PersonNm |
| Phone | 4402641922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 LANDER ROAD SUITE 225 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MEGAN FRANKEL | |||||||
| PRESIDENT | 40.00 | Yes (X) | $299,200 | $0 | $5,984 | ||
| KIM KOTORA | |||||||
| VICE PRESIDE | 40.00 | Yes (X) | $217,500 | $0 | $4,350 | ||
| LISA HERCHEK | |||||||
| CHIEF OPERAT | 40.00 | $190,000 | $0 | $12,711 | Yes (X) | ||
| GARY BORIS | |||||||
| CHIEF OPERAT | 40.00 | Yes (X) | $17,308 | $0 | $0 | ||
| WILLIAM BABCOX | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TONY BUSA | |||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DWIGHT CORNING | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR BERNARDO FERNANDEZ | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSH GUTMAN | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL KRUL | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA MCCOLLUM | |||||||
| ADVISOR | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM W ROWLEY | |||||||
| CHAIRMAN | 30.00 | $0 | $0 | $0 | Yes (X) | ||
| BROCK STEERE | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| F WILLIAM STEERE | |||||||
| ADVISOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $724,008 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $23,045 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $1,025,185 | MembershipDuesAmt |
| All Other Contributions | $8,695,708 | AllOtherContributionsAmt |
| Total Contributions | $9,720,893 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,421,594 | TotalRevenueColumnAmt |
| Exclusion | $1,421,594 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,043,073 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,628,054 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,415,019 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,415,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,415,019 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,557,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,415,019 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,421,594 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,055,500 | TotalAmt |
| Program Services | $2,055,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,342 | TotalAmt |
| Program Services | $435,473 | ProgramServicesAmt |
| Management And General | $108,869 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,711 | TotalAmt |
| Program Services | $162,169 | ProgramServicesAmt |
| Management And General | $40,542 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,637 | TotalAmt |
| Program Services | $980,510 | ProgramServicesAmt |
| Management And General | $245,127 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,701 | TotalAmt |
| Program Services | $30,961 | ProgramServicesAmt |
| Management And General | $7,740 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,902 | TotalAmt |
| Program Services | $76,722 | ProgramServicesAmt |
| Management And General | $19,180 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,449 | TotalAmt |
| Program Services | $121,679 | ProgramServicesAmt |
| Management And General | $30,770 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,272 | TotalAmt |
| Management And General | $5,272 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,980 | TotalAmt |
| Management And General | $349,980 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,480 | TotalAmt |
| Program Services | $68,480 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,193 | TotalAmt |
| Program Services | $179,193 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,531 | TotalAmt |
| Program Services | $199,857 | ProgramServicesAmt |
| Management And General | $49,674 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,750 | TotalAmt |
| Program Services | $24,600 | ProgramServicesAmt |
| Management And General | $6,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,817 | TotalAmt |
| Program Services | $67,091 | ProgramServicesAmt |
| Management And General | $44,726 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,895 | TotalAmt |
| Program Services | $116,005 | ProgramServicesAmt |
| Management And General | $12,890 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,665 | TotalAmt |
| Program Services | $16,266 | ProgramServicesAmt |
| Management And General | $24,399 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,559 | TotalAmt |
| Program Services | $18,935 | ProgramServicesAmt |
| Management And General | $12,624 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,778 | TotalAmt |
| Program Services | $2,156 | ProgramServicesAmt |
| Management And General | $8,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CREDIT CARD & BANK FEES | $92,174 | $92,174 | |
| RECRUITMENT | $51,482 | $51,482 | |
| ALLIANCE DEVELOPMENT | $34,437 | $27,550 | $6,887 |
| DUES & SUBSCRIPTIONS | $8,961 | $7,169 | $1,792 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,682 | TotalAmt |
| Program Services | $7,199 | ProgramServicesAmt |
| Management And General | $13,483 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,732,898 | TotalAmt |
| Program Services | $4,689,689 | ProgramServicesAmt |
| Management And General | $1,043,209 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,428 | BOYAmt |
| EOY | $299,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,765 | BOYAmt |
| EOY | $695,950 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,589 | BOYAmt |
| EOY | $12,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $609,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $485,395 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,134 | BOYAmt |
| EOY | $124,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,841,352 | BOYAmt |
| EOY | $45,151,939 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,268 | BOYAmt |
| EOY | $46,284,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,550 | BOYAmt |
| EOY | $243,523 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,770,841 | BOYAmt |
| EOY | $2,991,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,022,391 | BOYAmt |
| EOY | $3,235,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,730,877 | BOYAmt |
| EOY | $43,049,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,730,877 | BOYAmt |
| EOY | $43,049,507 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,268 | BOYAmt |
| EOY | $46,284,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,824,608 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,505,978 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,172,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,464,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,816,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,541,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,679,239 | CurrentTaxYearAmt |
| Total | $33,674,970 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,172,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,464,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,816,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,541,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,679,239 | CurrentTaxYearAmt |
| Total | $33,674,970 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,999 | CurrentTaxYearAmt |
| Total | $345,469 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,999 | CurrentTaxYearAmt |
| Total | $345,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $33,329,501 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $393,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $580,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $692,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $763,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,421,594 | CurrentTaxYearAmt |
| Total | $3,851,909 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $393,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $580,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $692,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $763,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,421,594 | CurrentTaxYearAmt |
| Total | $3,851,909 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,566,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,045,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,509,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,304,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,100,833 | CurrentTaxYearAmt |
| Total | $37,526,879 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89740 | PublicSupportPY509Pct |
| Investment Income CY | 0.10000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,926 | DepreciationAmt |
| Book Value | $64,241 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,002 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,025 | DepreciationAmt |
| Book Value | $52,977 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,444 | DepreciationAmt |
| Book Value | $7,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,594 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH FOUNDATION | |||||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | 237169407 | 501C3 | $75,000 | FMV | GENERAL SUPPORT | |
| BAPTIST HEALTH SOUTH FLORIDA INC | |||||||||
| 1575 SAN IGNACIO AVE STE 406 | CORAL GABLES | FL | 33143 | 650267668 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||||
| 535 EAST 70TH ST | CINCINNATI | OH | 45229 | 310833936 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| CLEVELAND CLINIC PHILANTHROPY UK | |||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | 340714585 | 501C3 | $20,000 | FMV | GENERAL SUPPORT | |
| DUKE CANCER CENTER BRAIN TUMOR | |||||||||
| 20 DUKE MEDICINE CIRCLE CLINIC 3-1 | DURHAM | NC | 27710 | 562070036 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | CLINIC |
| CEDARS SINAI MEDICAL CENTER | |||||||||
| 8700 BEVERLY BLVD | LOS ANGELS | CA | 90048 | 951644600 | 501C3 | $40,000 | FMV | GENERAL SUPPORT | |
| HOSPITALS FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 131624135 | 501C3 | $20,000 | FMV | GENERAL SUPPORT | |
| HOUSTON METHODIST HOSPITAL | |||||||||
| 6565 FANININ ST GB 240 | HOUSTON | TX | 77030 | 870721923 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| BASCOM PALMER EYE INSTITUTE | |||||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | 237404880 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| CLEVELAND CLINIC FOUNDATION | |||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | 340714585 | 501C3 | $190,500 | FMV | GENERAL SUPPORT | |
| THE MOUNT SINAI HEALTH SYSTEM | |||||||||
| 555 W 57TH STREET | NEW YORK | NY | 10019 | 131624096 | 501C3 | $35,000 | FMV | GENERAL SUPPORT | |
| JOHN HOPKINS | |||||||||
| 1101E 33RD ST NO E001 | BALTIMORE | MD | 21218 | 521465301 | 501C3 | $500,000 | FMV | GENERAL SUPPORT | |
| MEMORIAL SLOAN KETTERING CANCER | |||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | 131924236 | 501C3 | $520,000 | FMV | GENERAL SUPPORT | CENTER |
| UNIVERSITY HOSPITALS | |||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | 340714775 | 501C3 | $495,000 | FMV | GENERAL SUPPORT | |
| MAYO CLINIC | |||||||||
| 4500 SAN PABLO ROAD S | JACKSONVILLE | FL | 32224 | 593337028 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| CHRIST HOSPITAL NETWORK | |||||||||
| 2139 AUBURN AVE | CINCINNATI | OH | 45219 | 310538525 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
| MD ANDERSON PHYSICIANS NETWORK | |||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 760449960 | 501C3 | $20,000 | FMV | GENERAL SUPPORT | |
| UNIVERSITY OF MIAMI HEALTH SYSTEM | |||||||||
| 1400 NW 12TH AVE | MIAMI | FL | 33136 | 592616017 | 501C3 | $20,000 | FMV | GENERAL SUPPORT | |
| UC HEALTH BARRETT CANCER CENTER | |||||||||
| 234 GOODMAN ST | CINCINNATI | OH | 45219 | 311435820 | 501C3 | $25,000 | FMV | GENERAL SUPPORT | |
| YALE SCHOOL OF MEDICINE | |||||||||
| 20 YORK ST | NEW HAVEN | CT | 06504 | 060646973 | 501C3 | $10,000 | FMV | GENERAL SUPPORT | |
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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| MEGAN FRANKEL | |||
| PRESIDENT | $299,200 | $5,984 | $305,184 |
| KIM KOTORA | |||
| VICE PRESIDENT | $217,500 | $4,350 | $221,850 |
| LISA HERCHEK | |||
| CHIEF OPERATING OFF | $190,000 | $12,711 | $202,711 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | PATRICIA MCCOLLUM WILLIAM ROWLEY TRUSTEE CHAIRMAN DAUGHTER |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CO-PRESIDENTS REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CHIEF OPERATING OFFICER. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FORM 990 IS ALSO ON WWW.GUIDESTAR.ORG. |