SOUTHCENTRAL FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCENTRAL FOUNDATION (EIN 92-0086076)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2019-08-14
- IRS object ID
- 201942269349302659
- Schema version
- 2016v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T14:46:44-07:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTMAN ROGERS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 C Street Suite 201 | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920086076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southcentral Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 9077294955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Diplomacy Drive | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald L Olson | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Signature | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tom J Domagala CPA | PreparerPersonNm |
| PTIN | P00122688 | PTIN |
| Phone | 9072742992 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Katherine Gottlieb | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Diplomacy Drive | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $875,930,818 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scf.cc | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | See Part III, Line 1 and Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 2405 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $152,493 | TotalGrossUBIAmt |
| PY Contributions Grants | $139,335,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $142,683,415 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,540,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $217,713,177 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,773,622 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,126,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,168,983 | PYOtherRevenueAmt |
| CY Other Revenue | $3,827,301 | CYOtherRevenueAmt |
| PY Total Revenue | $336,818,374 | PYTotalRevenueAmt |
| CY Total Revenue | $370,350,889 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,551,257 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,311,805 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $178,045,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $196,341,445 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,251,291 | PYOtherExpensesAmt |
| CY Other Expenses | $86,036,550 | CYOtherExpensesAmt |
| PY Total Expenses | $296,848,424 | PYTotalExpensesAmt |
| CY Total Expenses | $318,689,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,969,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,661,089 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $572,125,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $635,722,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,381,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,477,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $454,743,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $514,244,544 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Southcentral Foundation (SCF) was incorporated as a nonprofit organization under Alaska state law in 1982. SCF's objective is to improve the health, educational, cultural, social and economic conditions of Alaska Natives by providing health services primarily in the Anchorage and Matanuska-Susitna valley, along with other areas of Alaska. The Indian health service provides funding to SCF to cover the costs of health services provided to eligible beneficiaries at the Alaska Native Medical Center. In addition, SCF administers other federal and state funded programs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $308,384,617 | ExpenseAmt |
| Grant | $36,191,325 | GrantAmt |
| Revenue | $21,364,522 | RevenueAmt |
| Desc | Federal Funds - Activities related to contracts with IHS, US DHSS, US EPA, Dept of Interior Fish & Wildlife, and Dept of Agriculture. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,484,561 | ExpenseAmt |
| Grant | $61,259 | GrantAmt |
| Revenue | $1,484,561 | RevenueAmt |
| Desc | State Funds - Activities related to contracts with the State of Alaska Department of Health and Social Services. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $482,456 | ExpenseAmt |
| Grant | $59,221 | GrantAmt |
| Revenue | $500,757 | RevenueAmt |
| Desc | Other program funds to improve health, educational, social, cultural, and economic conditions of Alaska Native People. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $310,351,634 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 315 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2405 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald L Olson VP of Finance | PersonNm |
| Phone | 9077294939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Diplomacy Drive | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99508 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Roy Huhndorf | ||||||||
| Director | 5.00 | 10.00 | Yes (X) | $25,006 | $55,100 | $0 | ||
| Charles Anderson | ||||||||
| Vice Chairman | 4.00 | 15.00 | Yes (X) | $32,570 | $15,092 | $0 | Yes (X) | |
| James Segura | ||||||||
| Chairperson | 12.00 | 0.00 | Yes (X) | $82,211 | $0 | $0 | Yes (X) | |
| Terry Simpson | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $28,520 | $0 | $0 | ||
| Karen Caindec | ||||||||
| Sec/Treas | 7.00 | 0.00 | Yes (X) | $38,354 | $0 | $0 | Yes (X) | |
| Loretta Throop | ||||||||
| Director | 9.00 | 0.00 | Yes (X) | $31,426 | $0 | $0 | ||
| Charles Akers | ||||||||
| Director | 10.00 | 0.00 | Yes (X) | $40,153 | $0 | $0 | ||
| Katherine Gottlieb | ||||||||
| President/CEO | 40.00 | 0.00 | $618,862 | $0 | $36,342 | Yes (X) | ||
| Ronald L Olson | ||||||||
| VP of Finance | 40.00 | 0.00 | $566,953 | $0 | $44,141 | Yes (X) | ||
| Douglas Eby | ||||||||
| VP, Medical Svc | 40.00 | 0.00 | $632,657 | $0 | $44,726 | Yes (X) | ||
| Kevin Gottlieb | ||||||||
| VP,Chief of Staff | 40.00 | 0.00 | $652,027 | $0 | $36,260 | Yes (X) | ||
| Steven Tierney | ||||||||
| Senior Director | 40.00 | 0.00 | $439,455 | $0 | $37,193 | Yes (X) | ||
| Natalie Tierney | ||||||||
| VP, Organ. Devel. | 40.00 | 0.00 | $481,470 | $0 | $37,126 | Yes (X) | ||
| Sarah Satow | ||||||||
| Dentist Spec | 40.00 | 0.00 | $530,337 | $0 | $42,048 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,200,001 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $70,192 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,836 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 258 | 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 |
|---|---|---|---|---|---|
| F-E Contracting | |||||
| 1920 S Eklutna St | Palmer | AK | 99645 | Constr. Contractor | $871,432 |
| Watterson Construction | |||||
| PO Box 220670 | Anchorage | AK | 99522 | Constr. Contractor | $4,339,071 |
| Janice Stiller | |||||
| 13631 Venus Way | Anchorage | AK | 99515 | Constr. Contractor | $1,557,847 |
| AA-K Business Environments | |||||
| 2601 Arctic Blvd | Anchorage | AK | 99503 | Constr. Contractor | $1,209,681 |
| Neeser Construction | |||||
| 2501 Blueberry Rd | Anchorage | AK | 99503 | Constr. Contractor | $12,821,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $68,132 | FundraisingAmt |
| Government Grants | $142,182,658 | GovernmentGrantsAmt |
| All Other Contributions | $432,625 | AllOtherContributionsAmt |
| Total Contributions | $142,683,415 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fees & Contracts Gov Agencies | 624100 | $127,169,163 | $127,169,163 |
| 3rd Party Billings | 624100 | $69,274,393 | $69,274,393 |
| Federal Contract Reductio | 624100 | $19,594,553 | $19,594,553 |
| Self Pay | 624100 | $1,675,068 | $1,675,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $217,713,177 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,545,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,521 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,546,786 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,234,916 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $990,768 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,148 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,148 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $152,493 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,655 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,609,035 | SecuritiesAmt |
| Other | $450,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,122,129 | SecuritiesAmt |
| Other | $355,175 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $486,906 | SecuritiesAmt |
| Other | $94,825 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,731 | TotalRevenueColumnAmt |
| Exclusion | $581,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $68,132 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,192 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,192 | TotalRevenueColumnAmt |
| Exclusion | -$68,192 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $36,133 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $43,665 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,532 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Litigation Revenue | 624100 | $2,142,364 | $2,142,364 |
| Other Income | 624100 | $836,948 | $836,948 |
| Meaningful Use Revenue | 624100 | $277,514 | $277,514 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $402,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $402,051 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,658,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370,350,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,363,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $152,493 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,151,980 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,786,614 | TotalAmt |
| Program Services | $35,786,614 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,191 | TotalAmt |
| Program Services | $525,191 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,777 | TotalAmt |
| Management And General | $1,322,777 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,507,014 | TotalAmt |
| Program Services | $124,155,335 | ProgramServicesAmt |
| Management And General | $33,351,679 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,209,434 | TotalAmt |
| Program Services | $6,249,801 | ProgramServicesAmt |
| Management And General | $1,959,633 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,553,704 | TotalAmt |
| Program Services | $14,860,095 | ProgramServicesAmt |
| Management And General | $4,693,609 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748,516 | TotalAmt |
| Program Services | $7,382,289 | ProgramServicesAmt |
| Management And General | $2,366,227 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,421 | TotalAmt |
| Management And General | $1,185,421 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,182 | TotalAmt |
| Management And General | $56,182 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,412 | TotalAmt |
| Management And General | $807,412 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,832,934 | TotalAmt |
| Program Services | $6,117,217 | ProgramServicesAmt |
| Management And General | $7,715,717 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,345 | TotalAmt |
| Program Services | $48,233 | ProgramServicesAmt |
| Management And General | $238,112 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,238 | TotalAmt |
| Program Services | $1,966,492 | ProgramServicesAmt |
| Management And General | $750,746 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,072 | TotalAmt |
| Program Services | $91,495 | ProgramServicesAmt |
| Management And General | $248,577 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,233,232 | TotalAmt |
| Program Services | $1,583,707 | ProgramServicesAmt |
| Management And General | $2,649,525 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,940,110 | TotalAmt |
| Program Services | $1,883,979 | ProgramServicesAmt |
| Management And General | $1,056,131 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,068,396 | TotalAmt |
| Program Services | $117,638 | ProgramServicesAmt |
| Management And General | $2,950,758 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,612,688 | TotalAmt |
| Program Services | $3,800,859 | ProgramServicesAmt |
| Management And General | $7,811,829 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,496 | TotalAmt |
| Program Services | $368 | ProgramServicesAmt |
| Management And General | $658,128 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Materials and Supplies | $33,109,290 | $32,394,533 | $714,757 |
| Education and Training | $2,672,079 | $2,070,944 | $601,135 |
| Minor Equipment | $2,380,098 | $1,576,611 | $803,487 |
| Housekeeping | $1,530,658 | $208,536 | $1,322,122 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,605,899 | TotalAmt |
| Program Services | $69,531,697 | ProgramServicesAmt |
| Management And General | -$64,925,798 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,689,800 | TotalAmt |
| Program Services | $310,351,634 | ProgramServicesAmt |
| Management And General | $8,338,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,627 | BOYAmt |
| EOY | $12,849,617 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,875,426 | BOYAmt |
| EOY | $38,969,031 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,487,764 | BOYAmt |
| EOY | $3,329,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,198 | BOYAmt |
| EOY | $9,531,477 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,737,131 | BOYAmt |
| EOY | $6,549,643 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,347 | BOYAmt |
| EOY | $2,853,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $312,562,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,651,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,074,927 | BOYAmt |
| EOY | $216,911,177 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,554,614 | BOYAmt |
| EOY | $283,233,733 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,839,319 | BOYAmt |
| EOY | $61,494,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,125,353 | BOYAmt |
| EOY | $635,722,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,653,376 | BOYAmt |
| EOY | $13,720,793 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,167 | BOYAmt |
| EOY | $1,902,003 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,004,920 | BOYAmt |
| EOY | $32,048,748 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,087,653 | BOYAmt |
| EOY | $41,114,220 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,935,810 | BOYAmt |
| EOY | $32,691,731 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,381,926 | BOYAmt |
| EOY | $121,477,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,412,279 | BOYAmt |
| EOY | $493,297,608 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,331,148 | BOYAmt |
| EOY | $20,946,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,743,427 | BOYAmt |
| EOY | $514,244,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,125,353 | BOYAmt |
| EOY | $635,722,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $51,661,089 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,066,010 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $774,018 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $126,201,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $243,920,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,786,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,335,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,683,415 | CurrentTaxYearAmt |
| Total | $789,927,653 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,201,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $243,920,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,786,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,335,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,683,415 | CurrentTaxYearAmt |
| Total | $789,927,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $789,927,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,074,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,926,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,038,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,410,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,515,528 | CurrentTaxYearAmt |
| Total | $20,965,989 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $171,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,885 | CurrentTaxYearAmt |
| Total | $445,750 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$201,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$41,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,920,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,240,608 | CurrentTaxYearAmt |
| Total | $7,397,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $818,736,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $801,595,088 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $254,499 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $254,499 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $321,020,038 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $321,274,537 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
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 | $273,643 | CurrentYearMinus3Amt |
| Current Year Minus2 | $227,801 | CurrentYearMinus2Amt |
| Current Year Minus1 | $233,342 | CurrentYearMinus1Amt |
| Current Year | $254,499 | CurrentYearAmt |
| Total | $989,285 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I-A, Line 1 - Direct and Indirect Political Campaign Activities | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses were incurred for the purpose of monitoring and influencing state and federal legislation, including appropriation acts, that are of interest to Southcentral Foundation in its provision of healthcare and related services to Alaska Native people. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,672,182 | OtherCostOrOtherBasisAmt |
| Book Value | $26,672,182 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $212,442,943 | OtherCostOrOtherBasisAmt |
| Book Value | $212,442,943 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,872,684 | OtherCostOrOtherBasisAmt |
| Book Value | $37,872,684 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,574,735 | OtherCostOrOtherBasisAmt |
| Book Value | $35,574,735 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $95,651,367 | DepreciationAmt |
| Book Value | -$95,651,367 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $216,911,177 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Financing Costs, net of Amor. | |
| Interest Receivable | $1,711,823 |
| Construction Work in Progress | $49,679,556 |
| Other Receivables | $403,961 |
| Investments in LLC's | $7,590,388 |
| Noncontrolling interests in LLC's | -$99,899 |
| Alaska Native Tribal Health Consortium | $2,208,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $61,494,096 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Salary and Benefits | $10,762,899 |
| Accrued Leave | $10,249,561 |
| Deferred Compensation Plan | $6,249,413 |
| Accrued Relocation Liability | $2,540,000 |
| Interest rate swap agreements | $2,889,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,691,731 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $387,667,310 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,066,010 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $9,871,274 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $238,943 | OtherRevenueAmt |
| Revenue Not Reported | $17,176,227 | RevenueNotReportedAmt |
| Revenue Subtotal | $370,491,083 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$140,194 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$140,194 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $370,350,889 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $328,166,193 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $9,871,274 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $412,531 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,283,805 | ExpensesNotReportedAmt |
| Expenses Subtotal | $317,882,388 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $807,412 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $807,412 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $318,689,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | SCF is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. SCF is exempt from State income taxes under the Alaska Nonprofit Corporation Act. Therefore, the accompanying statements do not reflect a provision for income taxes. Although SCF is exempt from Federal income taxes, any income derived from unrelated business activities is subject to the requirement of filing U.S. Federal Income Tax Form 990-T and a tax liability may be determined on these activities. SCF's policy is to report interest and penalties associated with uncertain tax positions as other expense. There is no interest or penalties accrued at September 30, 2017 and 2016. With few exceptions, SCF is not subject to audit of its tax returns prior to September 30, 2014. Management has taken no uncertain tax positions. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Investment Fees $-807412 Change in value of derivative instrument $1007671 Gain (Loss) on LLC's $69312 Equity in Loss of LLC's $-30628 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Fundraising Expenses on Part VIII $68192 Rental Expenses reported on Part VIII $300674 Wellness Store Exp reported on Part VIII $43665 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe | 0 | 0 | Program Services | Consult, present & conference | $106,979 |
| East Asia and the Pacific | 0 | 0 | Program Services | Consult, Present & conference | $37,173 |
| South America | 0 | 0 | Program Services | Consult, Present & Conference | $666 |
| North America | 0 | 0 | Program Services | Consult, Present & Conference | $19,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $163,938 | SubtotalSpentAmt |
| Total Spent | $163,938 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FWWI | Event1Nm |
| Gross Receipts Event1 | $36,826 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,826 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $8,970 | OtherDirectExpensesEvent1Amt |
| Event2 | ECAF | Event2Nm |
| Gross Receipts Event2 | $31,306 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,306 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $59,222 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $68,132 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,132 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $68,192 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,192 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$68,192 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Kenaitze Indian Tribe IRA | |||||||
| PO Box 988 | Kenai | AK | 99611 | 920069243 | $40,000 | $0 | Health & Behavioral Services |
| Knik Tribal Council | |||||||
| PO Box 871565 | Wasilla | AK | 99687 | 920076275 | $87,500 | $0 | Health & Behavioral Services |
| Seldovia Village Tribe | |||||||
| PO Drawer L | Seldovia | AK | 99663 | 920134463 | $40,000 | $0 | Health & Behavioral Services |
| Chickaloon Village | |||||||
| PO Box 1105 | Chickaloon | AK | 99674 | 920120907 | $175,172 | $0 | Health & Behavioral Services |
| Ninilchik Traditional Council | |||||||
| PO Box 39070 | Ninilchik | AK | 99639 | 920069906 | $53,125 | $0 | Health & Behavioral Services |
| Salamatof Tribal Council | |||||||
| 230 Main Street Loop | Kenai | AK | 99611 | 920129014 | $75,000 | $0 | Health & Behavioral Services |
| Native Village of Eklutna | |||||||
| PO Box 970666 | Chugiak | AK | 99657 | 920115246 | $77,500 | $0 | Health & Behavioral Services |
| Providence Alaska Medical Center | |||||||
| 3925 Tudor Centre Dr Ste 100 | Anchorage | AK | 99508 | 920016429 | $300,000 | $0 | Alaska Cares Program |
| Alaska Native Tribal Health Cons | |||||||
| 4000 Ambassador Drive | Anchorage | AK | 99508 | 920162721 | $32,609,780 | $0 | Health Services |
| Abused Womens Aid in Crisis | |||||||
| 100 West 13th Avenue | Anchorage | AK | 99501 | 920061049 | $100,500 | $0 | Aid to Abused Women |
| University of Washington | |||||||
| 1959 NE Pacific St | Seattle | WA | 98195 | 916001537 | $202,087 | $0 | Health & Behavioral Services |
| Cook Inlet Tribal Council In | |||||||
| 3600 San Jeronimo Drive | Anchorage | AK | 99508 | 920094184 | $190,000 | $0 | Health & Behavioral Services |
| Tribal Gov of St Paul Island | |||||||
| 1500 W 33rd Avenue | Anchorage | AK | 99503 | 920060403 | $1,320,649 | $0 | Health & Behavioral Services |
| Alaska Pacific University | |||||||
| 4101 University Drive | Anchorage | AK | 99508 | 920023588 | $44,808 | $0 | Health & Behavioral Services |
| Prog for Infants & Children | |||||||
| 161 Klevin Street Suite 103 | Anchorage | AK | 99508 | 620100494 | $52,363 | $0 | Aid to Women, Infants and Children |
| University of Alaska Anch | |||||||
| PO Box 141609 | Anchorage | AK | 99514 | 926000147 | $339,598 | $0 | Health Services |
| Kaiser Found Hlth Plan of Wa | |||||||
| 320 westlake Ave N ste 100 | Seattle | WA | 98109 | 910511770 | $17,714 | $0 | Health Services |
| University of New Mexico | |||||||
| MSC09 5370 1 UNM | Albuquerque | NM | 87131 | 856000642 | $13,329 | $0 | Health Services |
| Washington State University | |||||||
| PO Box 641060 | Pullman | WA | 99614 | 916001108 | $47,491 | $0 | Health Services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (20 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Indian Health Services | 4392 | $284,642 |
| Comprehensive Behavioral Health Treatment & Recovery | 165 | $5,001 |
| Employee & Community Assistance Fund (ECAF) | 54 | $59,222 |
| AMHTA Mini-Grant | 2 | $3,895 |
| UCD Trauma | 80 | $2,000 |
| NARCH | 340 | $5,850 |
| ANA - Native Mens Wellness Program | 39 | $649 |
| Health Center Cluster Demonstration | 1 | $42 |
| Meth-Suicide Prevention Initiative | 1 | $20 |
| WSU - HONR | 1126 | $11,555 |
| Scholarship/College Assistance | 46 | $111,480 |
| Special Diabetes Prog for Indians | 200 | $2,000 |
| ANGR | 31 | $650 |
| Culturally Specified DV Trama serv | 8 | $80 |
| FED DVPI - FWWI | 59 | $3,350 |
| MSU - PCRM | 35 | $1,400 |
| NIH Pall | 30 | $1,500 |
| Safe Home Project | 153 | $12,305 |
| UOW APLT | 200 | $10,000 |
| WSU CHART | 341 | $9,550 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Periodic reports are submitted in accordance with grant requirements and grant related expenses are substantiated on an ongoing basis by the Finance Manager assigned to the grant. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Douglas Eby | ||||||
| VP, Medical Svc | $515,905 | $115,644 | $1,108 | $21,200 | $23,526 | $677,383 |
| Kevin Gottlieb | ||||||
| VP,Chief of Staff | $534,279 | $116,518 | $1,230 | $21,200 | $15,060 | $688,287 |
| Steven Tierney | ||||||
| Senior Director | $399,190 | $39,175 | $1,090 | $21,200 | $15,993 | $476,648 |
| Natalie Tierney | ||||||
| VP, Organ. Devel. | $389,248 | $90,992 | $1,230 | $21,200 | $15,926 | $518,596 |
| Sarah Satow | ||||||
| Dentist Spec | $481,527 | $48,600 | $210 | $21,200 | $20,848 | $572,385 |
| Katherine Gottlieb | ||||||
| President/CEO | $500,737 | $116,895 | $1,230 | $21,200 | $15,142 | $655,204 |
| Ronald L Olson | ||||||
| VP of Finance | $461,899 | $103,824 | $1,230 | $21,200 | $22,941 | $611,094 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| The City of McGrath | |||||||
| A | 920055198 | 2017-08-21 | $6,392,830 | See Schedule O | false | false | false |
| The City of New Halen | |||||||
| B | 920064939 | 2017-07-12 | $6,586,880 | See Schedule O | false | false | false |
| The City of New Halen | |||||||
| C | 920064939 | 2017-07-12 | $6,850,540 | See Schedule O | false | false | false |
| City of Palmer | |||||||
| D | 926000194 | 2000-01-11 | $1,349,488 | See Schedule O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $6,392,830 | $6,392,830 | $10,000,000 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $6,586,880 | $6,586,880 | $10,000,000 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $6,850,540 | $6,850,540 | $10,000,000 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $1,349,488 | $1,349,488 | 2001 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | false | Yes (true) |
| B | false | false | false | false | Yes (true) | false | Yes (true) |
| C | false | false | false | false | Yes (true) | false | Yes (true) |
| D | false | false | false | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Kenai Peninsula Borough | |||||||
| A | 920030894 | 2017-07-07 | $985,735 | See Schedule O | false | false | false |
| City of Wasilla | |||||||
| B | 926010143 | 2017-05-10 | $2,984,686 | See Schedule O | false | false | false |
| City of Wasilla | |||||||
| C | 926010143 | 2014-11-21 | $6,000,000 | See Schedule O | false | false | false |
| City of Wasilla | |||||||
| D | 926010143 | 2014-11-21 | $3,500,000 | See Schedule O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $985,735 | $985,735 | 1999 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $2,984,686 | $2,984,686 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $6,000,000 | $6,000,000 | 2003 | false | false | Yes (true) | Yes (true) |
| D | $3,500,000 | $3,500,000 | 2016 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | false | Yes (true) |
| B | false | false | false | false | Yes (true) | false | Yes (true) |
| C | false | false | false | false | Yes (true) | false | Yes (true) |
| D | false | false | false | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Wasilla | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 926010143 | BondIssuerEIN |
| Bond Issued | 2017-05-10 | BondIssuedDt |
| Issue Price | $55,000,000 | IssuePriceAmt |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $55,000,000 | TotalProceedsAmt |
| In Reserve Fund | $55,000,000 | InReserveFundAmt |
| Issuance Costs From Proceeds | $339,192 | IssuanceCostsFromProceedsAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U-Building One LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Sub | RelationshipWithOrgTxt |
| Loan Purpose | Morgage | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $6,950,000 | OriginalPrincipalAmt |
| Balance Due | $6,549,643 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $6,549,643 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| James Segura | |||
| Board Member | $50,378 | See Schedule O | false |
| Katherine Gottlieb | |||
| Officer | $40,000 | See Schedule O | false |
| Katherine Gottlieb | |||
| Officer | $40,103,540 | See Schedule O | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Kevin and Katherine Gottlieb are Husband and Wife. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The tax accountant and Lee Olson, Vice President of Finance for SCF, review the 990 before it is filed. The completed and reviewed 990 is also provided to each voting member of the governing board and the President/CEO prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Southcentral Foundation's Written Conflict of Interest Policy includes the following:Annual Statements:A. Each Director, Officer and Committee Member shall annually execute a statement that affirms that such person: 1. Receives a copy of this conflict of interest policy; and 2. Reads and understands this policy; and 3. Agrees to comply with this policy; and 4. Understands that SCF is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes; and 5. Does not have any financial interests or fiduciary responsibilities, other than the interests or fiduciary responsibilities disclosed.B. The recording Secretary for the SCF Board of Directors is responsible for collecting all executed annual statements and submitting the statements to the President and Chairman of the SCF Board of Directors for review. 1. In conducting their review, the President and Chairman may use internal or external consultants, as they determine to be necessary. 2. After the President and Chairman's review, the executed annual statements must be returned to the Recording Secretary, who shall maintain the file of executed annual Statements.Periodic Reviews of Potential Conflicts of Interest:A. To ensure that SCF operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews of potential conflicts of interest shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the result of arm's length, independent bargaining. 2. Whether any grants are made to Interested Persons, or whether any transactions or arrangements entered into by SCF resulted in a transaction where the compensation to the individual outweighs the benefit to SCF. 3. Whether arrangements with other organizations conform to applicable written policies of SCF, are properly recorded, reflect reasonable payments for goods and services, if any, further SCF's charitable purposes and do not result in inurement, impermissible private benefit, or excess benefit transaction. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | SCF contracts with an external firm to conduct an annual salary survey and determine appropriate compensation levels. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | SCF contracts with an external firm to conduct an annual salary survey and determine appropriate compensation levels. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | SCF makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in value of derivative instrument = $1007671 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Net Gain on LLC's = $38755 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | SCF-JL Investor LLC = $1494 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | U-Land LLC - LLC = $58 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | U Building Two, LLC K-1 = $2103 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Decrease in Net Assets attributable to non-controlling int. = -$71 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | U Building One LLC K-1 = -$275992 |
| Amended Explanation | All of the income from U Building One LLC was reported as UBIT on the original return when 44.2% of it is related to the organization's exempt purposes and therefore not subject to reporting on form 990-T.All of the income from U Building Two LLC was reported as UBIT on the original return when 28.3% of it is related to the organization's exempt purposes and therefore not subject to reporting on form 990-T. |
| Schedule K: Part I Column (f) | Description of Purpose:A. To pay the costs of construction for a parking garage for the Anchorage Native Primary Care Center in Anchorage, AK.B. To pay the costs of constructing Phase III of the Anchorage Native Primary Care Center in Anchorage, AK.C. To pay the costs of the project described in the loan agreement. Loan Agreement - To finance the construction and equipping of an approximately 80,000 sq foot addition to the Anchorage Native Primary Care Center and equipping of an approximately 48,600 sq foot Residential Psychiatric Treatment Center.D. Refund Prior Issue of 1/11/2000 to pay the costs of acquiring an office/warehouse building in Anchorage, AK to house administrative offices.E. To refund Prior Issue of 12/30/1998 to pay the costs of acquiring a Native Primary Care Center in Anchorage, AK, to be owned, occupied and operated by Southcentral Foundation.F. To refund Prior Issue on 12/8/2000 to pay the costs of constructing Phase II of the Anchorage Native Primary Care Center in Anchorage, AK.G. Refund Prior Issue on 9/10/2002 to pay the costs of constructing a three story medical office building with a basement parking garage, to house Dental, Optometry and Behavioral Health Services in Anchorage, AK. $6,000,000 of the bond was for the three story medical office building and $3,500,000 was to pay the costs of construction for a medical clinic in Sutton, Alaska and an office building in Anchorage, Alaska.H. To pay the costs of constructing medical building for Chickaloon, and the cost of building the Nuka Learning and Wellness Center.I. To pay the costs of the project described in the loan agreement - To finance the construction and equipping of A children's clinic and a parking garage. |
| Sschedule L, Part IV, Description of transaction | (1) James Segura is a board member of Kenaitze Indian Tribe which is a subaward recipient of the Behavioral Health Aides grant.(2) Katherine Gottlieb is a board/council member of Seldovia Village Tribe which is a Subaward recipient of the Behavioral Health Aides grant.(3) Katherine Gottlieb is on the board of ANTHC. SCF has ANMC Purchase agreements with ANTHA which are funded by IHS and Patient Revenue. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Novarupta LLC | |||||||||
| 4501 Diplomacy Dr | Anchorage | AK | 99508 | 474306662 | Member in another LLC to develop Real Estate | AK | -$65,126 | $182,641 | Southcentral Foundation |
| Novarupta Unit One LLC | |||||||||
| 4501 Diplomacy Dr | Anchorage | AK | 99508 | 474315487 | Member in another LLC to develop Real Estate | AK | $120,301 | $919,398 | Southcentral Foundation |
| Coltsfoot LLC | |||||||||
| 4501 Diplomacy Dr | Anchorage | AK | 99508 | 474984103 | Member 1n another LLC to buy & sell C-Corp Stock | AK | -$2,079 | $4,951,361 | Southcentral Foundation |
| Novarupta Unit Two LLC | |||||||||
| 4501 Diplomacy Dr | Anchorage | AK | 99508 | 810754980 | Member in another LLC to develop Real Estate | AK | -$14,412 | $1,742,630 | Southcentral Foundation |
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 | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Cook Inlet Tribal Council | ||||||||||
| 3600 San Jeronimo Drive | Anchorage | AK | 99508 | 920094184 | Provide Ed., Social & Econ. Services | AK | 501(c)(3) | 7 | NA | false |
| Cook Inlet Native Head Start | ||||||||||
| 4155 Tudor Centre Dr Ste 203 | Anchorage | AK | 995085912 | 270502649 | Provide ed, devel, and other children's ser | AK | 501(c)(3) | 7 | Southcentral Foundation | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCF-JL Investor LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Diplomacy Dr | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474988421 | EIN |
| Primary Activities | Buy and sell Stock | PrimaryActivitiesTxt |
| Legal Domicile State | AK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coltsfoot LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Investment | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,494 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,947,781 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.98020 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cook Inlet Region Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 San Jeronimo Drive | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 995093330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920042304 | EIN |
| Primary Activities | Native Corp | PrimaryActivitiesTxt |
| Legal Domicile State | AK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cook Inlet Tribal Council | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | l | TransactionTypeTxt |
| Involved | $190,000 | InvolvedAmt |
| Method Of Amount Determination | Industry Stan. | MethodOfAmountDeterminationTxt |