ERIE FAMILY HEALTH CENTER INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ERIE FAMILY HEALTH CENTER INC (EIN 36-3088628)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202531339349307323
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T14:38:01+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363088628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erie Family Health Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIE | BusinessNameControlTxt |
| Phone | 3126663494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 W Superior Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee Francis | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lee Francis | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 W Superior Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,572,227 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.eriefamilyhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | OPERATE A HEALTHCARE CENTER TO SERVE A LARGELY MEDICALLY UNDER-SERVED POPULATION IN CHICAGO METROPOLITAN AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1062 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,890,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,861,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $76,701,316 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,072,239 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,322,016 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,260,005 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,799 | PYOtherRevenueAmt |
| CY Other Revenue | $19,171 | CYOtherRevenueAmt |
| PY Total Revenue | $111,889,573 | PYTotalRevenueAmt |
| CY Total Revenue | $122,213,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,130 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,196,380 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,928,773 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $78,417 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $19,583 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,417,908 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,128,863 | PYOtherExpensesAmt |
| CY Other Expenses | $34,632,830 | CYOtherExpensesAmt |
| PY Total Expenses | $105,443,960 | PYTotalExpensesAmt |
| CY Total Expenses | $110,619,316 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,445,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,593,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,496,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,046,512 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,896,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,771,697 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $86,599,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,274,815 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MOTIVATED BY THE BELIEF THAT HEALTHCARE IS A HUMAN RIGHT, ERIE FAMILY HEALTH CENTERS, INC. (ERIE) PROVIDES HIGH QUALITY, AFFORDABLE CARE TO SUPPORT HEALTHIER PEOPLE, FAMILIES AND COMMUNITIES. ERIE'S MISSION IS AN OUTGROWTH OF THE CIVIL RIGHTS MOVEMENT, AND FOR MORE THAN 60 YEARS OUR COMMITMENT TO EQUITY AND JUSTICE HAS REMAINED STEADFAST. OUR VISION OF "ALL PEOPLE LIVING THEIR HEALTHIEST LIVES" DEMANDS THAT WE EXAMINE AND WORK TO ADDRESS THE SOCIAL DRIVERS OF HEALTH AND STRUCTURAL BARRIERS THAT ARE THE ROOT CAUSES OF INEQUITY IN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $95,561,501 | ExpenseAmt |
| Grant | $38,130 | GrantAmt |
| Revenue | $81,087,906 | RevenueAmt |
| Desc | ERIE FAMILY HEALTH CENTER (ERIE), A FEDERALLY QUALIFIED HEALTH CENTER, IS A REGIONAL HEALTHCARE RESOURCE FOR MORE THAN 92,000 PATIENTS, MOSTLY LOW-INCOME, WHO ARE SERVED IN THE CHICAGO AREA AT THIRTEEN LOCATIONS: SEVEN LARGE PRIMARY CARE CENTERS, FIVE SCHOOL-BASED HEALTH CENTERS AND OUR TEEN CENTER-THE REGION'S OLDEST AND LARGEST HEALTH CENTER DEDICATED TO ADOLESCENTS. SINCE THE ONSET OF THE COVID-19 HEALTH CRISIS, ERIE HAS ALSO OFFERED TELEHEALTH SERVICES TO ASSURE CONTINUOUS, SAFE ACCESS TO ESSENTIAL HEALTHCARE. TO EMPOWER OUR MISSION AND VISION AND TO FULFILL ERIE'S VALUES OF SOCIAL JUSTICE, IMPACT, EXCELLENCE, RELATIONSHIPS, AND LEARNING, ERIE PROVIDES A COMPREHENSIVE ARRAY OF HEALTH SERVICES TO PROMOTE LIFELONG WELLNESS AMONG THE COMMUNITY'S MOST VULNERABLE MEMBERS. SINCE GROWING FROM A ONE-ROOM LOCATION IN 1957, ERIE HAS SUSTAINED OUR COMMITMENT TO HELPING MEET THE NEEDS OF RESIDENTS IN DISINVESTED COMMUNITIES. UNIQUELY POSITIONED TO MEET THE NEEDS OF COMMUNITY MEMBERS. ERIE HEALTH CENTERS OFFER A WIDE RANGE OF HIGH QUALITY, AFFORDABLE SERVICES, INCLUDING INTEGRATED MEDICAL, ORAL, AND BEHAVIORAL HEALTHCARE; CHRONIC DISEASE MANAGEMENT; VACCINES AND FLU SHOTS; HIV TESTING; STI TESTING/TREATMENT; PRENATAL CARE; AND REPRODUCTIVE HEALTH SERVICES, WITH PROGRAMS INTENTIONALLY DESIGNED TO MEET THE NEEDS OF ERIE'S INDIVIDUAL PATIENTS. ERIE PROVIDES ACCESS TO AFFORDABLE, HOLISTIC, AND HIGH-QUALITY HEALTHCARE FOR PEOPLE EXPERIENCING POVERTY AND MULTIPLE OBSTACLES TO GOOD HEALTH. ERIE WILL CONTINUE TO INVEST IN EFFORTS TO ENSURE STAFF ARE REFLECTIVE OF THOSE IT SERVES, WHICH WILL, IN TURN, PROVIDE ECONOMIC STIMULUS TO THE COMMUNITIES ERIE SERVES. RECOGNIZING THAT FACTORS IN OUR PATIENTS' LIVES HAVE A DEEP IMPACT ON THEIR HEALTH AND WELL-BEING, ERIE OFFERS A ROBUST ARRAY OF EDUCATION AND SUPPORT SERVICES BEYOND OUR EXAM ROOMS AND HEALTH CENTER WALLS. THESE INCLUDE, AMONG OTHERS, ONE ON- ONE AND PERSONALIZED HEALTH EDUCATION AND SUPPORT SERVICES, HEALTHCARE NAVIGATION FOR INSURANCE BENEFITS AND ENROLMENT. ERIE ALSO SCREENS PATIENTS FOR THE SOCIAL DRIVERS OF HEALTH-CONDITIONS IN THE ENVIRONMENTS IN WHICH THEY WORK AND LIVE THAT AFFECT HEALTH-AND LINKS THEM TO COMMUNITY RESOURCES SUCH AS HOUSING ASSISTANCE, FOOD AND BABY SUPPLIES. ERIE CONTINUES TO STRIVE TOWARD ACHIEVING THE HIGH-QUALITY OUTCOMES THAT HAVE PLACED IT IN THE TOP TIER OF HEALTH CENTERS. IN 2024, ERIE RECEIVED THE GOLD AWARD AS A HEALTH CENTER QUALITY LEADER FROM THE U.S. HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA), PLACING ERIE IN THE TOP 10% OF COMMUNITY HEALTH CENTERS NATIONALLY. FURTHER, ERIE DELIVERS MORE BABIES THAN ANY OTHER COMMUNITY HEALTH CENTER IN ILLINOIS AND RANKS IN THE TOP 1% NATIONALLY FOR NUMBER OF DELIVERIES. A LEADER IN TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS, IN 2023 ERIE PARTNERED WITH TOP ACADEMIC MEDICAL CENTERS TO OFFER ONSITE MEDICAL TRAINING THROUGH NINE RESIDENCY AND FELLOWSHIP PROGRAMS. THESE INCLUDE RESIDENCIES IN FAMILY MEDICINE, INTERNAL MEDICINE, AND PEDIATRICS; A FELLOWSHIP IN PULMONOLOGY; AND A FELLOWSHIP PROGRAM FOR NURSE PRACTITIONERS AND NURSE MIDWIVES. IN ADDITION, ERIE PROVIDES TRAINING FOR MEDICAL AND DENTAL STUDENTS. IN TOTAL, ERIE TRAINS MORE THAN 250 PROVIDERS AT ITS HEALTH CENTER SITES ANNUALLY. ERIE ALSO OFFERS A MEDICAL ASSISTANT TRAINING PROGRAM THAT EDUCATES STUDENTS FOR CERTIFICATION AS MEDICAL ASSISTANTS AND PREPARES THEM TO WORK AS PART OF A CARE TEAM IN A COMMUNITY HEALTH SETTING. | Desc |
| Total Program Service Expenses | $95,561,501 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1062 | 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 |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 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 | Yes (true) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Celia Martinez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124322686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 West Superior Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRIAN P MARSELLA | ||||||||
| BOARD CHAIRMAN | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CELESTE CASTILLO | ||||||||
| Secretary | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSALIE ALICEA | ||||||||
| Vice-Chair | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM G KISTNER | ||||||||
| TREASURER | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALICE SETRINI | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| BETZY BERGANZA | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN DICKENS | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ERIC MAYEDA | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST CHANG | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| IMAN EMAMIFARD | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JILL SIMON SVOBODA | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| JUDY MENDEZ | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE WILSON | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| LINDA CUSHMAN | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA DYKSTRA | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MATT AARONSON | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BOYD | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COLE | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY BOCK | ||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| REV EDWARD SARDEN | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ROMANOWSKI | ||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| AMY VALUKAS | ||||||||
| Chief Population Health Officer | 40.0 | 1.0 | Yes (X) | $276,709 | $0 | $25,428 | ||
| CAROLINE M HOKE | ||||||||
| CHIEF CLINICAL OFFICER | 40.0 | 0 | Yes (X) | $399,614 | $0 | $43,981 | ||
| DAVID C BRUCE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 2.0 | Yes (X) | $304,325 | $0 | $47,050 | ||
| LEE FRANCIS | ||||||||
| PRESIDENT & CEO | 40.0 | 2.0 | Yes (X) | $449,586 | $0 | $84,937 | ||
| NICOLE KAZEE | ||||||||
| Chief Strategy and Transformation Officer | 40.0 | 0 | Yes (X) | $247,426 | $0 | $16,426 | ||
| ROBIN VARNADO | ||||||||
| Chief Operating Officer (as of 1/2024) | 40.0 | 0 | Yes (X) | $151,722 | $0 | $15,800 | ||
| VICTORIA WHILDIN | ||||||||
| Chief Operating Officer (through 1/2024) | 40.0 | 0 | Yes (X) | $233,895 | $0 | $19,863 | ||
| ALISSA CARLSON | ||||||||
| Clinical Director Prentice Womens Hospital | 40.0 | 0 | $280,997 | $0 | $6,894 | Yes (X) | ||
| ANDY EWBANK | ||||||||
| OB/GYN Physician | 40.0 | 0 | $287,295 | $0 | $47,549 | Yes (X) | ||
| CATHERINE TE CHEN | ||||||||
| OB/GYN Physician | 40.0 | 0 | $280,707 | $0 | $29,716 | Yes (X) | ||
| ELAINE AGUINALDO | ||||||||
| OB/GYN Physician | 40.0 | 0 | $282,049 | $0 | $46,227 | Yes (X) | ||
| MICHELLE EICHINGER | ||||||||
| OB/GYN Physician | 40.0 | 0 | $329,782 | $0 | $6,713 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,524,107 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $390,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 148 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OCHIN INC | |||||
| PO BOX 5426 | PORTLAND | OR | 972285426 | EHR SYSTEM SERVICES | $2,817,481 |
| VISUALUTIONS INC | |||||
| 7440 MINTWOOD LANE | SPRING | TX | 773791100 | BILLING SERVICES | $2,815,650 |
| ALLSTAR PARTNERS LLC | |||||
| 1365 WILEY ROAD | SCHAUMBURG | IL | 60173 | IT CONSULTING SERVICES | $1,252,621 |
| LEOPARDO COMPANIES INC | |||||
| 120 S RIVERSIDE PLAZA | CHICAGO | IL | 60606 | CONSTRUCTION SERVICES | $822,926 |
| POWER BRIGHT CLEANING SERVICES | |||||
| 6945 N KENTON AVE | LINCOLNWOOD | IL | 60712 | CLEANING SERVICES | $602,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $40,000 | FederatedCampaignsAmt |
| Fundraising | $279,039 | FundraisingAmt |
| Related Organizations | $1,991,694 | RelatedOrganizationsAmt |
| Government Grants | $15,883,262 | GovernmentGrantsAmt |
| All Other Contributions | $20,667,593 | AllOtherContributionsAmt |
| Noncash Contributions | $178,976 | NoncashContributionsAmt |
| Total Contributions | $38,861,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEDICARE/MEDICAID/COMMERCIAL/COVID19 UNINSURED PAYMENTS | 624100 | $53,044,264 | $53,044,264 | $0 | $0 |
| SELF PAY | 624100 | $827,749 | $827,749 | $0 | $0 |
| 340B | 624100 | $24,345,505 | $24,345,505 | $0 | $0 |
| MANAGED CARE RELATED | 624100 | $4,493,517 | $4,493,517 | $0 | $0 |
| ACCOUNTABLE CARE ORGANIZATION REVENUE | 624100 | -$1,597,654 | -$1,597,654 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$41,142 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,072,239 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,372,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,372,282 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,475 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,475 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,192,728 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,305,005 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$112,277 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$112,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$112,277 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,482 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $279,039 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,219 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,737 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$21,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Other Revenue | 900099 | $32,433 | $7,192 | $0 | $25,241 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,433 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,213,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,087,906 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,263,509 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,130 | TotalAmt |
| Program Services | $38,130 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708,590 | TotalAmt |
| Program Services | $210,232 | ProgramServicesAmt |
| Management And General | $1,498,358 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,946,922 | TotalAmt |
| Program Services | $56,996,020 | ProgramServicesAmt |
| Management And General | $4,910,471 | ManagementAndGeneralAmt |
| Fundraising | $1,040,431 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,839 | TotalAmt |
| Program Services | $793,094 | ProgramServicesAmt |
| Management And General | $196,846 | ManagementAndGeneralAmt |
| Fundraising | $16,899 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720,275 | TotalAmt |
| Program Services | $4,711,805 | ProgramServicesAmt |
| Management And General | $905,726 | ManagementAndGeneralAmt |
| Fundraising | $102,744 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,546,147 | TotalAmt |
| Program Services | $4,097,435 | ProgramServicesAmt |
| Management And General | $375,147 | ManagementAndGeneralAmt |
| Fundraising | $73,565 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,424 | TotalAmt |
| Management And General | $399,424 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,908 | TotalAmt |
| Management And General | $139,908 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,583 | TotalAmt |
| Fundraising | $19,583 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,512 | TotalAmt |
| Management And General | $62,512 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,759,001 | TotalAmt |
| Program Services | $3,432,434 | ProgramServicesAmt |
| Management And General | $4,206,934 | ManagementAndGeneralAmt |
| Fundraising | $119,633 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,835 | TotalAmt |
| Program Services | $30,171 | ProgramServicesAmt |
| Management And General | $71,664 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,762 | TotalAmt |
| Program Services | $301,889 | ProgramServicesAmt |
| Management And General | $122,816 | ManagementAndGeneralAmt |
| Fundraising | $16,057 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,237,694 | TotalAmt |
| Program Services | $3,962,883 | ProgramServicesAmt |
| Management And General | $258,914 | ManagementAndGeneralAmt |
| Fundraising | $15,897 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,804 | TotalAmt |
| Program Services | $2,727,332 | ProgramServicesAmt |
| Management And General | $71,472 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,875 | TotalAmt |
| Program Services | $53,202 | ProgramServicesAmt |
| Management And General | $7,845 | ManagementAndGeneralAmt |
| Fundraising | $2,828 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,010 | TotalAmt |
| Program Services | $44,046 | ProgramServicesAmt |
| Management And General | $86,785 | ManagementAndGeneralAmt |
| Fundraising | $7,179 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,651 | TotalAmt |
| Program Services | $119,651 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,365,224 | TotalAmt |
| Program Services | $4,355,992 | ProgramServicesAmt |
| Management And General | $9,232 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,881 | TotalAmt |
| Program Services | $129,482 | ProgramServicesAmt |
| Management And General | $302,399 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PHARMACEUTICALS | $10,717,399 | $10,717,399 |
| VACCINES, MEDICAL AND LAB SUPPLIES | $1,890,864 | $1,890,864 |
| SECURITY SERVICES | $287,804 | $287,804 |
| EQUIPMENT RENTAL & MAINTENANCE | $206,208 | $206,208 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,974 | TotalAmt |
| Program Services | $455,428 | ProgramServicesAmt |
| Management And General | $13,454 | ManagementAndGeneralAmt |
| Fundraising | $3,092 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,619,316 | TotalAmt |
| Program Services | $95,561,501 | ProgramServicesAmt |
| Management And General | $13,639,907 | ManagementAndGeneralAmt |
| Fundraising | $1,417,908 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,390,321 | BOYAmt |
| EOY | $11,621,965 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,130 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,040 | BOYAmt |
| EOY | $1,575,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,624,054 | BOYAmt |
| EOY | $7,717,016 | 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 | $3,391,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,043 | BOYAmt |
| EOY | $556,504 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,117,803 | BOYAmt |
| EOY | $856,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,780,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,353,786 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,658,403 | BOYAmt |
| EOY | $16,426,519 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,803,949 | BOYAmt |
| EOY | $66,409,236 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,153 | BOYAmt |
| EOY | $57,500 | 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 | $20,889,376 | BOYAmt |
| EOY | $20,825,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,496,272 | BOYAmt |
| EOY | $126,046,512 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,550,038 | BOYAmt |
| EOY | $15,684,926 | 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 | $200,000 | BOYAmt |
| EOY | $3,197,163 | 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 | $4,800,000 | 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 | $6,346,589 | BOYAmt |
| EOY | $4,889,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,896,627 | BOYAmt |
| EOY | $23,771,697 | 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 | $79,925,306 | BOYAmt |
| EOY | $95,037,940 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,674,339 | BOYAmt |
| EOY | $7,236,875 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,599,645 | BOYAmt |
| EOY | $102,274,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,496,272 | BOYAmt |
| EOY | $126,046,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,593,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,230,929 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$548,446 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $1,399,000 | 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 | $25,331,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,149,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,418,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,890,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,861,588 | CurrentTaxYearAmt |
| Total | $168,650,787 | 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 | $78,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $781,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $458,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,480 | CurrentTaxYearAmt |
| Total | $1,574,745 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,409,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,930,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,876,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,068,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,940,068 | CurrentTaxYearAmt |
| Total | $170,225,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,493,206 | SubstantialContributorsTotAmt |
| Public Support Total170 | $164,732,326 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $433,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $391,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $551,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,380,757 | CurrentTaxYearAmt |
| Total | $4,994,472 | 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 | $32,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,433 | CurrentTaxYearAmt |
| Total | $119,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $175,339,676 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $348,498,635 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9395 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 32068.0, COLUMN B - 3691.0, COLUMN C - 14370.0, COLUMN D - 37110.0, COLUMN E - 32433.0, COLUMN F - 119672.0; | ExplanationTxt |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $110,556,804 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $110,556,804 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,198,312 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $713,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $144,071 | OtherExpendituresAmt |
| End Year Balance | $4,767,872 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,767,760 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $553,537 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,985 | OtherExpendituresAmt |
| End Year Balance | $4,198,312 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,970,365 | BeginningYearBalanceAmt |
| Contributions | $1,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$622,605 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $3,767,760 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,301,061 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $749,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $2,970,365 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,038,165 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $342,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $2,301,061 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,800 | OtherCostOrOtherBasisAmt |
| Book Value | $77,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,464,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,937,285 | DepreciationAmt |
| Book Value | $6,527,478 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,767,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,031,471 | DepreciationAmt |
| Book Value | $2,736,220 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,104,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,343,329 | DepreciationAmt |
| Book Value | $6,761,274 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,365,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,041,701 | DepreciationAmt |
| Book Value | $323,747 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,426,519 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| 457b Corporate Owned Assets | $1,827,407 |
| 457f Corporate Owned Asset | $777,348 |
| EFHC-ETHC Intercompany payable | $9,460,199 |
| EFHC-EFF Cash Receipts | -$7,866,899 |
| Contributions to EFHC from Foundation | $12,071,707 |
| Financing Right of Use Asset | $2,693,803 |
| Operating Right of Use Asset | $1,862,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,825,817 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Financing Right of Use Liability | $2,729,679 |
| Operating Right of Use Liability | $2,159,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,889,608 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $125,455,094 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,230,929 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $78,480 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$67,318 | OtherRevenueAmt |
| Revenue Not Reported | $3,242,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,213,003 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,213,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $111,116,412 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $626,926 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$67,318 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $559,608 | ExpensesNotReportedAmt |
| Expenses Subtotal | $110,556,804 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,512 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $62,512 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $110,619,316 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE PURPOSE OF THE HOSPIRA FOUNDATION ENDOWMENT IS TO ENDOW IN PERPETUITY THE POSITION OF HOSPIRA ENDOWED MEDICAL DIRECTOR OF REPRODUCTIVE HEALTH, THE TOP CLINICAL LEADER AT ERIE RESPONSIBLE FOR REPRODUCTIVE HEALTH SERVICES. THE PURPOSE OF THE GRAINGER ENDOWMENT FOR WORKFORCE DEVELOPMENT IS TO SUPPORT INITIATIVES IN PERPETUITY AT ERIE TO ATTACT, RETAIN, AND DEVELOP THE SKILLED, ENGAGED WORKFORCE THAT IS ESSENTIAL TO OUR MISSION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | EFHC and Foundation are exempt from income taxes on income from related activities under Section 501(c) (3) of the U.S. Internal Revenue Code and corresponding state tax law. ETHC is a single member limited liability company, and all income is included in the income of the individual member (EFHC). Accordingly, no provision has been made for federal and state income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Forms 990 for EFHC and Foundation have not been subject to examination by the Internal Revenue Service or the State of Illinois for the last three years. Erie does not expect the total of unrecognized tax benefits to significantly change in the next 12 months. Erie did not have any amounts accrued or recognized for interest and penalties relating at June 30, 2024 and 2023. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Grant Revenue Bad Debt - -121537 Fundraising Expense - 54219 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Grant Revenue Bad Debt - -121537 Fundraising Expense - 54219 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quam Taylor LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 MADISON STREET | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising strategy and communications consulting | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $19,583 | RetainedByContractorAmt |
| Net To Organization | -$19,583 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $19,583 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$19,583 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Eriedescence | Event1Nm |
| Gross Receipts Event1 | $311,521 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $279,039 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,482 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,307 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,192 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $23,720 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $311,521 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $279,039 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,482 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,307 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,192 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,720 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,219 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,737 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PUERTO RICAN CULTURAL CENTER | |||||||
| 2556 W DIVISION ST | CHICAGO | IL | 60622 | 237347778 | 501(c)3 | $10,000 | Fiesta Boricua 2023 SPONSORSHIP |
| SWEDISH COVENANT HOSPITAL FOUNDATION | |||||||
| 5145 N CALIFORNIA AVE | CHICAGO | IL | 60625 | 205055155 | 501(c)3 | $10,000 | Gold Sponsorship Around the World Gala |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | A LINE ITEM BUDGET IS SUBMITTED TO THE FUNDER THAT INCLUDES ALLOWABLE COSTS THAT ALIGN WITH THE PROGRAM'S NEEDS. ERIE'S FINANCE DEPARTMENT REVIEWS AND APPROVES ALL GRANT BUDGETS PRIOR TO SUBMISSION. QUARTERLY INVOICES ARE SUBMITTED TO ERIE, ALONG WITH SUPPORTING DOCUMENTATION FOR ALL EXPENSES THAT WERE INCLUDED. THE INVOICES ARE COMPARED TO THE BUDGETED LINE ITEMS TO ENSURE THAT ONLY BUDGETED EXPENSES ARE PAID FROM THE GRANT. THE INVOICES ARE AUDITED BY AN ACCOUNTANT ON ERIE'S GRANTS FINANCE TEAM. ANY DISCREPANCIES ARE QUESTIONED AND FOLLOWED UP ON. ONCE ALL EXPENSES ARE VERIFIED, THE INVOICE IS SIGNED OFF ON AND PROCESSED FOR PAYMENT VIA A CHECK REQUEST OR OTHER METHOD. A TRACKER IS KEPT TO COMPARE BUDGETED TO INVOICED EXPENSES TO ENSURE THAT NO LINES ARE OVERSPENT. THE MONTHLY TRACKERS ARE SENT TO THE PROGRAM MANAGER FOR REVIEW. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEE FRANCIS | ||||||||||||||
| PRESIDENT & CEO | $323,622 | $0 | $74,246 | $0 | $51,718 | $0 | $83,250 | $0 | $1,687 | $0 | $534,523 | $0 | $24,174 | $0 |
| DAVID C BRUCE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $242,055 | $0 | $35,176 | $0 | $27,094 | $0 | $26,516 | $0 | $20,534 | $0 | $351,375 | $0 | $16,046 | $0 |
| CAROLINE M HOKE | ||||||||||||||
| CHIEF CLINICAL OFFICER | $336,748 | $0 | $47,372 | $0 | $15,494 | $0 | $15,000 | $0 | $28,981 | $0 | $443,595 | $0 | $10,000 | $0 |
| AMY VALUKAS | ||||||||||||||
| Chief Population Health Officer | $208,430 | $0 | $29,798 | $0 | $38,481 | $0 | $24,818 | $0 | $610 | $0 | $302,137 | $0 | $14,881 | $0 |
| NICOLE KAZEE | ||||||||||||||
| Chief Strategy and Transformation Officer | $212,127 | $0 | $28,694 | $0 | $6,605 | $0 | $15,316 | $0 | $1,110 | $0 | $263,852 | $0 | $5,405 | $0 |
| VICTORIA WHILDIN | ||||||||||||||
| Chief Operating Officer (through 1/2024) | $193,496 | $0 | $27,868 | $0 | $12,531 | $0 | $4,494 | $0 | $15,369 | $0 | $253,758 | $0 | $5,000 | $0 |
| ROBIN VARNADO | ||||||||||||||
| Chief Operating Officer (as of 1/2024) | $126,228 | $0 | $14,889 | $0 | $10,605 | $0 | $3,020 | $0 | $12,780 | $0 | $167,522 | $0 | $0 | $0 |
| MICHELLE EICHINGER | ||||||||||||||
| OB/GYN Physician | $297,061 | $0 | $10,221 | $0 | $22,500 | $0 | $6,312 | $0 | $401 | $0 | $336,495 | $0 | $0 | $0 |
| ANDY EWBANK | ||||||||||||||
| OB/GYN Physician | $277,474 | $0 | $9,821 | $0 | $0 | $0 | $6,317 | $0 | $41,232 | $0 | $334,844 | $0 | $0 | $0 |
| ELAINE AGUINALDO | ||||||||||||||
| OB/GYN Physician | $264,486 | $0 | $9,430 | $0 | $8,133 | $0 | $6,025 | $0 | $40,202 | $0 | $328,276 | $0 | $0 | $0 |
| CATHERINE TE CHEN | ||||||||||||||
| OB/GYN Physician | $253,721 | $0 | $16,962 | $0 | $10,024 | $0 | $5,660 | $0 | $24,056 | $0 | $310,423 | $0 | $0 | $0 |
| ALISSA CARLSON | ||||||||||||||
| Clinical Director Prentice Womens Hospital | $253,213 | $0 | $14,791 | $0 | $12,993 | $0 | $6,439 | $0 | $455 | $0 | $287,891 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | ERIE FAMILY HEALTH CENTER HAS ESTABLISHED A SUPPLEMENTAL NONQUALIFIED ยง457(F) RETIREMENT PLAN THAT ALLOWS FOR CERTAIN INDIVIDUALS TO PARTICIPATE IN THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED DEFERRALS TO THE PLAN DURING CALENDAR YEAR 2023. THESE DEFERRALS ARE REPORTED ON SCHEDULEJ, PART II, COLUMN (C). 1. AMY VALUKAS - $20,000 2. CAROLINE M HOKE - $15,000 3. DAVID BRUCE - $20,000 4. LEE FRANCIS - $75,000 5. MELISSA HILTON - $15,000 6. NICOLE KAZEE - $10,000 THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN DURING CALENDAR YEAR 2023. THESE DISTRIBUTIONS ARE REPORTED ON SCHEDULEJ, PART II, COLUMNS (B)iii AND (F). 1. AMY VALUKAS - $14,881 2. CAROLINE M HOKE - $10,000 3. DAVID BRUCE - $16,046 4. LEE FRANCIS - $24,174 5. VICTORIA WHILDIN - $5,000 6. MELISSA HILTON - $10,833 7.NICOLE KAZEE - $5,405 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $178,976 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS THAT IT RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE THE CHAIR, THE VICE CHAIR, THE TREASURER, THE SECRETARY, THE QUALITY IMPROVEMENT COMMITTEE CHAIR, THE STRATEGY COMMITTEE CHAIR, THE BOARD DEVELOPMENT COMMITTEE CHAIR, THE PATIENT SERVICES COMMITTEE CHAIR, THE IMMEDIATE PAST CHAIR AND OTHER MEMBERS AS NOMINATED BY THE CHAIR AND APPROVED BY THE BOARD. AT LEAST ONE MEMBER OF THE EXECUTIVE COMMITTEE SHALL BE A USER DIRECTOR. THE CEO SHALL SERVE, EX OFFICIO, AS A NONVOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY, TO THE EXTENT THE BOARD OF DIRECTORS IS UNABLE TO ACT, ACT FOR THE BOARD OF DIRECTORS IN EMERGENCY SITUATIONS FOR THE DURATION OF THE BOARD OF DIRECTORS' INABILITY TO ACT. HOWEVER, ALL EXECUTIVE COMMITTEE ACTIONS ARE SUBJECT TO APPROVAL AND/OR REPEAL BY THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION THAT WOULD PREVENT THE BOARD OF DIRECTORS FROM REPEALING THE ACTION WITHOUT LIABILITY TO THE CORPORATION. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | ERIE FAMILY HEALTH CENTER (EFHC) USES CROWE, LLP, (AN INDEPENDENT THIRD PARTY CPA FIRM) TO PREPARE ITS FORM 990. UPON THE FORM'S COMPLETION, A COPY IS PROVIDED TO EFHC'S MANAGEMENT FOR REVIEW AND THEN SUBSEQUENTLY REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY NECESSARY CHANGES ARE COMMUNICATED TO THE CPA FIRM AND INCORPORATED AS APPROPRIATE. ONCE THE FORM 990 DRAFT IS FINALIZED A COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS. THE THIRD PARTY WILL THEN FILE THE FORM 990 ON EFHC'S BEHALF. |
| Form 990, Part VI, Line 12c Conflict of interest policy | OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MEMBERS OF THE BOARD ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. ANY CONFLICT OF INTEREST SHALL BE REFERRED TO THE DIRECTOR OF COMPLIANCE AND RISK MANAGEMENT FOR AN INITIAL REVIEW AND EVALUATION. IF THE DIRECTOR OF COMPLIANCE AND RISK MANAGEMENT DEEMS THE MATTER TO BE A CONFLICT OF INTEREST, HE OR SHE SHALL REFER TO THE BOARD FOR FINAL DETERMINATION. THE DIRECTOR OF COMPLIANCE AND RISK MANAGEMENT IS RESPONSIBLE FOR MAINTAINING APPROPRIATE RECORDS TO ENSURE THAT ANY REPORTED CONFLICTS ARE TRACKED AND ADDRESSES IN ACCORDANCE WITH THE POLICY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | ERIE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT TO EVALUATE AND RECOMMEND TO THE BOARD OF DIRECTORS COMPENSATION COMMITTEE AND TO THE FULL BOARD, MARKET-BASED BASE AND TOTAL COMPENSATION RANGES FOR THE PRESIDENT AND CEO. COMPENSATION RANGES ARE UPDATED EVERY 2-3 YEARS AND AS NEEDED. THE INDEPENDENT COMPENSATION CONSULTANT UTILIZES PUBLISHED COMPENSATION SURVEYS (E.G. CHICAGO METRO/MCHC/TOWERS WATSON/MERCER) AS WELL AS A BOARD-APPROVED COMPARATOR GROUP OF SIMILAR ORGANIZATIONS TO GET A CLEAR PICTURE OF COMPENSATION RANGES AND THE RECRUITMENT AND RETENTION CLIMATE. THE CONSULTANT'S RECOMMENDED COMPENSATION RANGES FOR THE PRESIDENT AND CEO ARE REVIEWED AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND THE FULL BOARD OF DIRECTORS. ANNUAL COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND CEO ARE ALSO BASED ON THE INDEPENDENT COMPENSATION CONSULTANT'S ANALYSIS AND ARE REVIEWED AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND BOARD OF DIRECTORS ANNUALLY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | ERIE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT TO EVALUATE AND RECOMMEND TO THE BOARD OF DIRECTORS COMPENSATION COMMITTEE AND TO THE FULL BOARD, MARKET BASED BASE AND TOTAL COMPENSATION RANGES FOR KEY LEADERS AND KEY EMPLOYEES INCLUDING THE PROFESSIONAL MEDICAL STAFF. COMPENSATION RANGES ARE UPDATED EVERY 2-3 YEARS AND AS NEEDED. THE INDEPENDENT COMPENSATION CONSULTANT UTILIZES PUBLISHED COMPENSATION SURVEYS (E.G. CHICAGO METRO/MCHC/TOWERS WATSON/MERCER) AS WELL AS A BOARD-APPROVED COMPARATOR GROUP OF SIMILAR ORGANIZATIONS TO GET A CLEAR PICTURE OF COMPENSATION RANGES AND THE RECRUITMENT AND RETENTION CLIMATE. THE CONSULTANT'S RECOMMENDED COMPENSATION RANGES FOR KEY LEADERS AND KEY EMPLOYEES INCLUDING THE PROFESSIONAL MEDICAL STAFF ARE REVIEWED AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND THE FULL BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 19 Required documents available to the public | EFHC GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. REQUESTS ARE REQUIRED TO BE IN WRITING. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Program Service Revenue - Total Revenue: -41142, Related or Exempt Function Revenue: -41142, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 0, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Gain related to NMTC transaction - 1399000; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ERIE TITLE HOLDING COMPANY | ||||||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 606225646 | 465259444 | TITLE HOLDING ENTITY FOR ERIE FAMILY HEALTH CENTER | IL | 501(c)(2) | ERIE FAMILY HEALTH CENTER | Yes (true) | |
| ERIE FAMILY HEALTH FOUNDATION INC | ||||||||||
| 1701 W Superior Street | Chicago | IL | 606225646 | 814172423 | Support Erie Family Health Center | IL | 501(c)(3) | Erie Family Health Center | Yes (true) | Type I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ERIE TITLE HOLDING COMPANY | ||
| D | $9,460,199 | COST |
| ERIE FAMILY HEALTH FOUNDATION | ||
| C | $1,991,694 | FMV |