SAN DIEGO HOSPICE FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO HOSPICE FOUNDATION INC (EIN 95-6336024)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201901339349307865
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T18:52:31-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 HAZARD CENTER DRIVE STE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956336024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HOSPICE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 7602718709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 482 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE E OLMSTEAD | PersonNm |
| Person Title | CEO/BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 7602718709 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 6198104940 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.30.50.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 14:20:01 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FAB8E43A56CB90DDB4BB286C67553D6D2FCFCD5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F47D859581E9A8437CD29F47CF0E69A1ADB5B9C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GEORGE E OLMSTEAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 482 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $524,940 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDHOSPICEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTS THE PROGRAMS & SERVICES OF HOSPICE SERVICES & PALLIATIVE CARE IN SAN DIEGO COUNTY. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $645,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $290,829 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,253 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $651,595 | PYTotalRevenueAmt |
| CY Total Revenue | $313,873 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $379,244 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,593,833 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,216 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,387 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,050 | PYOtherExpensesAmt |
| CY Other Expenses | $263,107 | CYOtherExpensesAmt |
| PY Total Expenses | $653,510 | PYTotalExpensesAmt |
| CY Total Expenses | $5,889,327 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,575,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,374,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,797,273 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $128,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,246,413 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,797,273 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORTS THE PROGRAMS, SERVICES, ACTIVITIES, INTERESTS, EDUCATION AND ORGANIZATION OF HOSPICE SERVICES AND PALLIATIVE CARE IN SAN DIEGO COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,593,833 | ExpenseAmt |
| Grant | $5,593,833 | GrantAmt |
| Desc | SAN DIEGO HOSPICE FOUNDATION, INC. (FOUNDATION) WAS ORGANIZED IN DECEMBER 1986 AS A NONPROFIT ORGANIZATION TO CARRY FUNDRAISING ACTIVITIES ON BEHALF OF SAN DIEGO HOSPICE AND THE INSTITUTE FOR PALLIATIVE MEDICINE (SDHIPM). ON FEBRUARY 4, 2013, SDHIPM FILED A PETITION FOR RELIEF UNDER CHAPTER 11 OF THE UNITED STATES BANKRUPTCY CODE. ON OR ABOUT SEPTEMBER 23, 2013, AN ORDER WAS ENTERED CONFIRMING A PLAN OF LIQUIDATION. THE FOUNDATION CONTINUES TO EXIST AND NOW SUPPORTS LOCAL NONPROFIT HOSPICE SERVICES THROUGHOUT SAN DIEGO COUNTY. IN ADDITION, THE SAN DIEGO HOSPICE FOUNDATION ASSISTS IN DEVELOPING, ESTABLISHING, AND CONTINUING ACTIVITIES AND PROGRAMS WHICH WILL ENABLE AND ASSIST RESEARCH AND SCIENTIFIC GOALS AND OBJECTIVES TO FURTHER THE STATED PURPOSES. | Desc |
| Total Program Service Expenses | $5,593,833 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7602718709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 482 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92033 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE E OLMSTEAD | ||||||
| BOARD CHAIR/CEO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN HOM | ||||||
| VICE CHAIR/ SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKA MALONE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DORIS A HOWELL MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID M GILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYLIE DANIELS | ||||||
| SECRETARY AND TREASURER | 20.00 | Yes (X) | $52,900 | $0 | $3,502 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $52,900 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $290,829 | AllOtherContributionsAmt |
| Total Contributions | $290,829 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,227 | TotalRevenueColumnAmt |
| Exclusion | $22,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,884 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $817 | TotalRevenueColumnAmt |
| Exclusion | $817 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,044 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,593,833 | TotalAmt |
| Program Services | $5,593,833 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,387 | TotalAmt |
| Management And General | $32,387 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,381 | TotalAmt |
| Management And General | $65,381 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608 | TotalAmt |
| Management And General | $2,608 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752 | TotalAmt |
| Management And General | $752 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,901 | TotalAmt |
| Management And General | $11,901 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180 | TotalAmt |
| Management And General | $3,180 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,571 | TotalAmt |
| Management And General | $13,571 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,234 | TotalAmt |
| Management And General | $8,234 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SETTLEMENT EXPENSES | $150,000 | $0 | $150,000 | $0 |
| MISCELLANEOUS | $980 | $0 | $980 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,889,327 | TotalAmt |
| Program Services | $5,593,833 | ProgramServicesAmt |
| Management And General | $295,494 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,922 | BOYAmt |
| EOY | $24,034 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,087,563 | BOYAmt |
| EOY | $1,773,239 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,040 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,374,692 | BOYAmt |
| EOY | $1,797,273 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,279 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,279 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,035 | BOYAmt |
| EOY | $1,220,017 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,616 | BOYAmt |
| EOY | $559,588 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,762 | BOYAmt |
| EOY | $17,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,246,413 | BOYAmt |
| EOY | $1,797,273 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,374,692 | BOYAmt |
| EOY | $1,797,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,575,454 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $126,314 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,829 | CurrentTaxYearAmt |
| Total | $2,672,095 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,829 | CurrentTaxYearAmt |
| Total | $2,672,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,007,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,664,419 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $512,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,227 | CurrentTaxYearAmt |
| Total | $912,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,584,526 | TotalSupportAmt |
| Public Support CY170 | 0.46430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,975,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,960,512 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,764 | AdministrativeExpensesAmt |
| End Year Balance | $17,668 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,356,261 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,773 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $382,272 | OtherExpendituresAmt |
| End Year Balance | $4,975,762 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,874,773 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,508,643 | OtherExpendituresAmt |
| Administrative Expenses | $12,887 | AdministrativeExpensesAmt |
| End Year Balance | $5,356,261 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,767,526 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $502,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,304,786 | OtherExpendituresAmt |
| Administrative Expenses | $90,710 | AdministrativeExpensesAmt |
| End Year Balance | $11,874,773 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,399,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $378,062 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,231 | AdministrativeExpensesAmt |
| End Year Balance | $13,767,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE HOSPICE'S ENDOWMENT CONSISTS OF THREE DONOR-RESTRICTED FUNDS TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SAN DIEGO | |||||||
| 59998 ALCALA PARK SUITE 214 | SAN DIEGO | CA | 92110 | 952544535 | 501(C)(3) | $256,257 | TRANSFER OF GENERAL ENDOWMENT, SUPPORT HAHN SCHOOL OF NURSING AND SCIENCE'S KAYE M. WOLTMAN AND MELISA R. MCGUIRE HOSPICE AND PALLIATIVE CARE EDUCATION AND RESEARCH CENTER |
| SCRIPPS HEALTH FOUNDATION | |||||||
| POBOX 2669 | LA JOLLA | CA | 92038 | 951684089 | 501(C)(3) | $174,650 | HOSPICE SERVICES AND CARE, OR RELATED PURPOSES |
| THE ELIZABETH HOSPICE | |||||||
| 500 LA TERRAZA BLVD STE130 | ESCONDIDO | CA | 92025 | 953275679 | 501(C)(3) | $4,745,375 | HOSPICE SERVICES AND CARE, OR RELATED PURPOSES, TRANSFER OF KOK ENDOWMENT, SUPPORT GENERAL HOSPICE CARE |
| CSU SAN MARCOS FOUNDATION | |||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92078 | 800390564 | 501(C)(3) | $256,257 | TRANSFER OF GENERAL ENDOWMENT TO SUPPORT PALLIATIVE CARE EDUCATION AND RESEARCH. |
| THE SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR ROAD STE 200 | SAN DIEGO | CA | 92106 | 952942582 | 501(C)(3) | $161,293 | TRANSFER OF CHARITABLE GIFT ANNUITY PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SAN DIEGO HOSPICE FOUNDATION IS IN THE PROCESS OF TRANSFERRING ALL ASSETS TO NON-PROFIT HOSPICE AND PALLIATIVE CARE ORGANIZATIONS WITHIN SAN DIEGO COUNTY. EACH TRANSFER/GRANT HAS BEEN APPROVED BY THE SDHF'S BOARD OF DIRECTORS BY A RESOLUTION, FOLLOWED BY COURT APPROVAL. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SAN DIEGO | |||||||||
| CASH | 2017-09-20 | $256,257 | BOOK VALUE | 952544535 | 59998 ALCALA PARK SUITE 214 | SAN DIEGO | CA | 92110 | 501(C)(3) |
| SCRIPPS HEALTH FOUNDATION | |||||||||
| CASH | 2017-07-28 | $174,650 | BOOK VALUE | 951684089 | POBOX 2669 | LA JOLLA | CA | 92038 | 501(C)(3) |
| THE ELIZABETH HOSPICE | |||||||||
| CASH | 2017-12-31 | $4,745,375 | BOOK VALUE | 953275679 | 500 LA TERRAZA BLVD STE130 | ESCONDIDO | CA | 92025 | 501(C)(3) |
| CSU SAN MARCOS FOUNDATION | |||||||||
| CASH | 2017-09-20 | $256,257 | BOOK VALUE | 800390564 | 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92078 | 501(C)(3) |
| THE SAN DIEGO FOUNDATION | |||||||||
| CASH | 2018-04-30 | $161,293 | BOOK VALUE | 952942582 | 2508 HISTORIC DECATUR ROAD ST | SAN DIEGO | CA | 92106 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR, ATTORNEY AND CEO REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY AND ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS THROUGHOUT THE YEAR. ALL DIRECTORS REFRAIN FROM VOTING ON ANY TRANSACTION OR MATTER BEFORE THE BOARD IN WHICH A CONFLICT OR POSSIBLE CONFLICT EXISTS. THE SIGNED CONFLICT OF INTEREST POLICY STATEMENTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT HAVE EMPLOYEES FOR THE FISCAL YEAR 7/1/17 TO 6/30/18. THE ORGANIZATION WILL FOLLOW THE CURRENT POLICY IN PLACE FOR HIRING PERSONNEL. THE POLICY IS AS FOLLOWS; COMPENSATION SURVEYS ARE REVIEWED ANNUALLY IN ORDER TO DETERMINE COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION, WITH THE EXCEPTION OF THE CEO WHOSE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION SURVEYS INCLUDE COUNTY, STATE, REGIONAL AND NATIONAL DATA PRIMARILY RELATED TO NON-PROFIT, HOSPICE AND OTHER HEALTHCARE AGENCIES. EDUCATION AND YEARS OF RELEVANT EXPERIENCE ARE INCLUDED IN THE COMPENSATION SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS, WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOLLOWING ORGANIZATIONAL DOCUMENTS WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: INTERNAL REVENUE SERVICE DETERMINATION LETTER, ARTICLES OF INCORPORATION AND THE BY-LAWS. THE FOLLOWING OTHER DOCUMENTS (MOST UPDATED VERSIONS) WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: CONFLICT OF INTEREST POLICY. |