2020-05-01T13:12:52-05:00 2019-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2018-07-01 860174371 BARROW NEUROLOGICAL FOUNDATION BARR 6024063992 350 WEST THOMAS ROAD PHOENIX AZ 85013 KATHERINE COBB PRESIDENT 6024063992 2020-03-27 1 BRENDA BLUNT P00075126 6022645844 2020-03-27 63.146.89.82 2020-03-27 19:35:46 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F00CC96B76A2F3735E6CAD70FDC6067CB22599C8 2018 2020-09-23 17:36:50Z KATHERINE COBB 350 WEST THOMAS ROAD PHOENIX AZ 85013 41210165 0 X WWW.SUPPORTBARROW.ORG X 1961 AZ TO SUPPORT BARROW NEUROLOGICAL INSTITUTE, A DIVISION OF DIGNITY HEALTH. 39 38 0 38 0 0 37617305 22961010 0 0 6494430 6511165 1131817 755767 45243552 30227942 13441891 17825887 0 0 0 0 0 0 1080549 4435677 10784114 17877568 28610001 27365984 1617941 177126293 181054579 4721801 7839020 172404492 173215559 TO SUPPORT BARROW NEUROLOGICAL INSTITUTE, A DEPARTMENT OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER, WHICH IS IN TURN A DIVISION OF DIGNITY HEALTH. 0 0 21137982 17825887 THE FOUNDATION RAISES FUNDS TO SUPPORT BARROW NEUROLOGICAL INSTITUTE, A DEPARTMENT OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER IN PHOENIX, ARIZONA ('HOSPITAL'). 21137982 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 X 40 31 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 38 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X JACKIE ASSINK 6023072983 350 W THOMAS ROAD PHOENIX AZ 85013 BOOKER T EVANS DIRECTOR 1.00 0.00 X 0 0 0 IRA A FULTON DIRECTOR 1.00 0.00 X 0 0 0 TOMAS GORNEY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HECOMOVICH DIRECTOR 1.00 0.00 X 0 0 0 KAREN C KING-BROOKS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT LAVINIA DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL LAWTON MD DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN LENN DIRECTOR 1.00 0.00 X 0 0 0 LARRY MAYHEW DIRECTOR 1.00 0.00 X 0 0 0 W KENT MCCLELLAND DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM METZLER DIRECTOR 1.00 0.00 X 0 0 0 MITCHELL PIERCE DIRECTOR 1.00 0.00 X 0 0 0 PATTY WHITE DIRECTOR 0.50 0.00 X 0 0 0 JERRY WORSHAM III DIRECTOR 1.00 0.00 X 0 0 0 DAN L GRUBB DIRECTOR 1.00 0.00 X 0 0 0 KAREN C MCCONNELL DIRECTOR 1.00 0.00 X 0 0 0 RON BUTLER DIRECTOR 1.00 0.00 X 0 0 0 DAN DILLION DIRECTOR 1.00 0.00 X 0 0 0 GLENN HAMER DIRECTOR 1.00 0.00 X 0 0 0 MAL JOZOFF DIRECTOR 1.00 0.00 X 0 0 0 ROBYN LEE DIRECTOR 1.00 0.00 X 0 0 0 MIKE LOVELL DIRECTOR 1.00 0.00 X 0 0 0 SHANNON MISHKIN DIRECTOR 1.00 0.00 X 0 0 0 SHOSHANA TANCER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT UHL DIRECTOR 1.00 0.00 X 0 0 0 LISA HANDLEY DIRECTOR 1.00 0.00 X 0 0 0 MITCHEL SAYERE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD DAVIS DIRECTOR 1.00 0.00 X 0 0 0 DONNA JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 CHERYL NAJAFI DIRECTOR 1.00 0.00 X 0 0 0 JORDAN ROSE DIRECTOR 1.00 0.00 X 0 0 0 STACY TUCKER DIRECTOR 1.00 0.00 X 0 0 0 DAVID VAN DENBURGH DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HAENEL BOARD CHAIR 1.00 0.00 X X 0 0 0 DAVID RAUCH BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 WILLIAM LANGER JR BOARD SECRETARY 1.00 0.00 X X 0 0 0 JIM SWANSON BOARD TREASURER 1.00 0.00 X X 0 0 0 KATHERINE COBB PRESIDENT AND CEO 40.00 0.00 X X 271705 0 31282 JEFFREY JACKSON CFO 1.00 0.00 X 0 0 0 271705 0 31282 1 0 1 1 SNELL & WILMER 400 EAST VAN BUREN SUITE 1900 PHOENIX AZ 85004 LEGAL 458624 PAVILLION ADVISORY GROUP 227 W MONROE ST SUITE 220 CHICAGO IL 60606 CONSULTING 233047 2 3016669 19944341 1067427 22961010 2171199 2171199 9422059 5082093 4339966 4339966 4339966 68607 3016669 139586 -70979 -70979 6587290 5760544 826746 826746 30227942 0 0 7266932 X 17825887 17825887 354250 354250 49434 49434 521851 521851 5365933 1611794 2883910 870229 2281374 308 2276066 5000 342182 33213 155315 153654 141060 72322 68143 595 107227 70350 27905 8972 26974 23767 3207 24522 24522 EQUIPMENT 1102796 1102074 722 LAB SUPPLIES 422034 422034 DONOR CULTIVATION 29318 3785 25533 SPONSORSHIPS 9800 1800 8000 5359 5359 28610001 21137982 6391470 1080549 16269547 14976204 1093173 30439633 27186322 632 485757 88979 109707138 114944286 21493701 21471640 23860 0 177126293 181054579 244715 1054616 4249176 6563679 227910 220725 4721801 7839020 X 44869456 40981212 92675184 96526939 34859852 35707408 172404492 173215559 177126293 181054579 X 1617941 225904 -1032778 X 0 1 X 1 0 X 17063225 14098913 19257038 37617305 22961010 110997491 17063225 14098913 19257038 37617305 22961010 110997491 48175963 62821528 1796495 17521698 1605930 1404347 2171199 24499669 1884084 1317063 1067543 1131700 755767 6156157 38 38 141653355 0.44350 0.34720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 38. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56854627 847330 1639422 1706111 57635268 54682045 1012001 2883398 1722817 56854627 49901286 980412 4930171 1129824 54682045 48015996 3695314 -848906 961119 49901285 47972789 72007 1152908 1181707 48015997 0.12250 0.61950 0.25790 0 0 0 INVESTMENT IN PARTNERSHIP 4834368 F COPORATE STOCK 16637272 F 21471640 SPLIT INTEREST AGREEMENTS 220725 220725 X 32214631 238808 21300 -12904 247204 31967427 521851 -2261336 -1739485 30227942 31403564 21300 3294114 3315414 28088150 521851 521851 28610001 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE BARROW NEUROLOGICAL INSTITUTE'S RESEARCH AND MEDICAL EDUCATION PROGRAMS PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -12,904. PART XI, LINE 4B - OTHER ADJUSTMENTS: RAFFLE EXPENSES REPORTED WITH REVENUE -2,261,336. PART XII, LINE 2D - OTHER ADJUSTMENTS: RAFFLE EXPENSES REPORTED WITH REVENUE 2,261,336. BAD DEBT ON PLEDGES 1,032,778. CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS N/A 9555232 EUROPE 0 0 INVESTMENTS N/A 3521142 0 0 0 0 0 0 13076374 0 13076374 1 0 1 1 0 0 PART I, LINE 3: NO EXPENDITURES ARE REPORTED ON SCHEDULE F, PART I. ALL AMOUNTS REFLECT INVESTMENTS PER REGION. BARROW BALL 3085276 3016669 68607 86449 250 52887 3085276 3016669 68607 86449 250 52887 139586 -70979 6587290 2629200 870008 2261336 0 6587290 2629200 870008 2261336 5760544 826746 AZ 0 THE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302) 0 0 0 0.00000 1.00000 CBIZ MHM LLC 4722 N 24TH ST SUITE 300 PHOENIX AZ 85016 0 TERESA DAVIA 0 SUPERVISION X 0 SCHEDULE G, PART III, LINE 16 THE GAMING MANAGER IS AN EMPLOYEE OF DIGNITY HEALTH, A RELATED ORGANIZATION, AND IS NOT PAID BY BARROW NEUROLOGICAL FOUNDATION. AS SUCH, NO COMPENSATION IS REPORTED ON SCHEDULE G, PART III, LINE 16. 1 DIGNITY HEALTH DBA ST JOSEPHS HOSPITAL & MEDICAL CENTER 350 W THOMAS ROAD PHOENIX AZ 85013 941196203 501(C)(3) 17825887 SUPPORT HOSPITAL 1 0 PART I, LINE 2: THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE GRANTEE LISTED IN PART II, ITEM 1 (DIGNITY HEALTH, DBA ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER), WHICH INCLUDES MAKING DISTRIBUTIONS DIRECTLY TO THE BENEFICIARY ORGANIZATION, TRANSFERRING AND MONITORING THAT RESTRICTIONS ARE MET BEFORE RELEASE OF FUNDS, AND EXPENDITURE OF SUCH FUNDS. 0 0 0 0 0 0 0 0 0 KATHERINE COBB PRESIDENT AND CEO 215397 0 54600 0 1708 0 29182 0 2100 0 302987 0 0 0 PART I, LINE 3 THE FOUNDATION RELIED ON AN UNRELATED ORGANIZATION, DIGNITY HEALTH, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE COMPENSATION OF THE PERSON WHO IS THE TOP MANAGEMENT OFFICIAL FOR THIS ORGANIZATION. SEE FORM 990, PART VI, SECTION B, LINE 15 SCHEDULE O DISCLOSURE FOR ADDITIONAL INFORMATION. SCHEDULE J, PART II: COMPENSATION FROM AN UNRELATED ORGANIZATION THE ORGANIZATION'S CEO, KATHERINE COBB, IS COMPENSATED BY DIGNITY HEALTH, AN UNRELATED ORGANIZATION. 2018 CALENDAR YEAR COMPENSATION AND EMPLOYER PROVIDED BENEFITS FOR KATHERINE ARE REPORTED ON SCHEDULE J, PART II AND FORM 990, PART VII, SECTION A, AS COMPENSATION FROM THE ORGANIZATION. COMPENSATION: $271,705 PENSION: $29,182 NONTAXABLE BENEFITS: $2,100 SCHEDULE J, PART II, SUPPLEMENTAL DISCLOSURES ALTHOUGH THE ORGANIZATION DOES NOT DIRECTLY EMPLOY ANY PERSONNEL, DIGNITY HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO FULFILL THE ORGANIZATION'S MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES THE ORGANIZATION SERVES, PROMOTING EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND THE ORGANIZATION'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, TARGETS THE 25TH PERCENTILE OF THE MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVES, COMMENSURATE WITH THE SIZE AND COMPLEXITY OF THE ORGANIZATION. X 1000 COMPARABLE SALES X 6 1012473 AVERAGE MARKET VALUE X 1 1000 COMPARABLE SALES X VACATION PACKAGES 3 24300 COMPARABLE SALES X OTHER 10 23195 COMPARABLE SALES X FOOD AND BEVERAGE 4 5459 COMPARABLE SALES 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS REPORTED ON SCHEDULE M, PART I, COLUMN (B) REFLECT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 5 AND PART V, LINE 2A THE ORGANIZATION DOES NOT HAVE EMPLOYEES. THE FOUNDATION OPERATES FOR THE BENEFIT OF THE HOSPITAL AND UTILIZES THE EMPLOYEES OF THAT HOSPITAL. THE PROPORTIONATE SALARIES AND BENEFITS FOR THESE INDIVIDUALS ARE ALLOCATED TO THE FOUNDATION. THE SALARIES OF THESE EMPLOYEES ARE INCLUDED IN THE HOSPITAL ENTITY'S FORM W-3 AND FEDERAL EMPLOYMENT TAX RETURNS. FORM 990, PART V, LINE 3B THE AMOUNT REPORTED AS UNRELATED BUSINESS INCOME ON FORM 990, PART I, LINE 7B IS AN ESTIMATE. THE ORGANIZATION IS WORKING TO GET CORRECT AMOUNTS AND WILL FILE THE 990-T AT THAT TIME. FORM 990, PART VI, SECTION A, LINE 1 THE FOUNDATION HAS AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF ALL OF THE FOUNDATION'S OFFICERS AND OTHER MEMBERS AS THE CHAIR OF THE BOARD MAY APPOINT. THE EXECUTIVE COMMITTEE HAS SUCH POWERS AS THE BOARD MAY DELEGATE TO THEM AT THE DESCRETION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER, A DIVISION OF DIGNITY HEALTH; THE PRESIDENT AND CEO OF BARROW NEUROLOGICAL INSTITUTE, A DIVISION OF DIGNITY HEALTH; THE CHAIR OF THE WOMEN'S BOARD, AN INTERNAL AUXILLARY OF THE FOUNDATION; AND THE FOUNDATION'S PRESIDENT ARE EACH EX OFFICIO MEMBERS OF THE BOARD. THE FOUNDATION'S PRESIDENT IS APPOINTED BY, AND SERVES AT THE PLEASURE OF, THE PRESIDENT AND CEO OF BARROW NEUROLOGICAL FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B DIGNITY HEALTH, A 501(C)(3) ORGANIZATION, MUST APPROVE ANY CHANGES TO THE ARITICLES OF INCORPORATION OR THE BYLAWS OF THE FOUNDATION THAT WOULD HAVE THE EFFECT OF CHANGING THE FOUNDATION'S NAME OR PURPOSE. IN THE EVENT THE BOARD VOTES ARE DEADLOCKED ON ANY ISSUE, THE PRESIDENT AND CEO OF BARROW NEUROLOGICAL INSTITUTE HAS THE AUTHORITY TO DECIDE THE ISSUE. BARROW NEUROLOGICAL INSTITUTE IS A DIVISION OF DIGNITY HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S VICE PRESIDENT OF OPERATIONS AND CEO REVIEWED THE FORM 990 IN DETAIL PRIOR TO FILING. DUE TO TIMING OF BOARD MEETINGS AND THE FINANCE AND INVESTMENT COMMITTEE, THE FULL BOARD AND THE MEMBERS OF THE FINANCE AND INVESTMENT COMMITTEE DID NOT RECEIVE A COPY OF FORM 990 PRIOR TO FILING, HOWEVER, THE FORM WAS PROVIDED TO THE FULL BOARD AT THE FIRST MEETING SUBSEQUENT TO THE FILING DATE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS ADOPTED DIGNITY HEALTH'S CONFLICT OF INTEREST POLICY. THE FOUNDATION'S BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (E.G., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME SUCH CONFLICTS ARISE. WHEN AN INDIVIDUAL BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SUBMIT AN UPDATED DISCLOSURE STATEMENT AND TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY DIGNITY HEALTH'S LEGAL DEPARTMENT AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) IF WARRANTED, ALTERNATIVES TO THE PROPOSED TRANSACTIONS ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE ATTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOVLED ARE REFERRED TO THE GOVERNANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. ALL CONFLICTS OF INTEREST, WHETHER RESOLVED OR UNRESOLVED, ARE REPORTED IN THE FOUNDATION'S FORM 990. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT EMPLOY PERSONNEL, HOWEVER, THE TOP MANAGEMENT AND FINANCIAL OFFICIALS ARE COMPENSATED BY DIGNITY HEALTH. FOR 2018 COMPENSATION, DIGNITY HEALTH'S HUMAN RESOURCES AND COMPENSATION COMMITTEE APPROVES, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION COMMITTEE ALSO ENGAGES OUTSIDE LEGAL COUNSEL AS NECESSARY AND QUALIFIED INDEPENDENT COMPENSATION AND BENEFITS SPECIALISTS (INDEPENDENT EXPERTS) TO REVIEW, ANALYSE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EXECUTIVES. APPROPRIATE COMPARABLE DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, (E.G., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR SIMILAR JOB RESPONSIBILITIES). KEY DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN MEETING MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING AND PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT BE MADE AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION MAKES ITS CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 420,131. MANAGEMENT AND GENERAL EXPENSES 1,963,984. FUNDRAISING EXPENSES 782,368. TOTAL EXPENSES 3,166,483. CATERING EXPENSES: PROGRAM SERVICE EXPENSES 8,331. MANAGEMENT AND GENERAL EXPENSES 33,623. FUNDRAISING EXPENSES 66,480. TOTAL EXPENSES 108,434. PHOTOGRAPHY EXPENSES: PROGRAM SERVICE EXPENSES 2,172. MANAGEMENT AND GENERAL EXPENSES 8,479. FUNDRAISING EXPENSES 3,595. TOTAL EXPENSES 14,246. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,181,160. MANAGEMENT AND GENERAL EXPENSES 172,303. FUNDRAISING EXPENSES 17,786. TOTAL EXPENSES 1,371,249. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 705,521. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 705,521. FORM 990, PART XI, LINE 9: BAD DEBT ADJUSTMENT TO NET ASSETS -1,032,778. CHANGE IN VALUE SPLIT INTEREST TRUST NEUROTRAILS LLC 124 W THOMAS ROAD SUITE 250 PHOENIX AZ 85013 831161226 MEDICAL RESEARCH AZ 1766746 42120256 BARROW NEUROLOGICAL FOUNDATION