POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION (EIN 95-3403287)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349304417
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T12:58:58-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE SUITE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953403287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POMONA VALLEY HOSPITAL MEDICAL CTR FNDTN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULI HESTER | InCareOfNm |
| Business Name Control | POMO | BusinessNameControlTxt |
| Phone | 9098659500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 North Garey Avenue | AddressLine1Txt |
| City | Pomona | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91767 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULI HESTER | PersonNm |
| Person Title | TREASURER/CFO | PersonTitleTxt |
| Phone | 9098659881 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARA ADAMS | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33577420183175000032 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 856506003E7717BB4C5FA0BAF50AAA2B61E0405F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B8BDB5AE0F66B381787CBFFA17B30E7DD964212C | 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) |
|---|---|---|
| Principal Officer | JULI HESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 N GAREY AVENUE | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,847,104 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pvhmc.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION IS TO PROVIDE PHILANTHROPIC SUPPORT TO POMONA VALLEY HOSPITAL MEDICAL CENTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,330,487 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,379,178 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $642,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $185,396 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$93,363 | PYOtherRevenueAmt |
| CY Other Revenue | $52,914 | CYOtherRevenueAmt |
| PY Total Revenue | $2,879,956 | PYTotalRevenueAmt |
| CY Total Revenue | $1,617,488 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,289,732 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,570 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $576,189 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $569,278 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,074,032 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $484,996 | PYOtherExpensesAmt |
| CY Other Expenses | $602,282 | CYOtherExpensesAmt |
| PY Total Expenses | $6,350,917 | PYTotalExpensesAmt |
| CY Total Expenses | $1,361,130 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,470,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $256,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,771,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,319,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,601,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,428,222 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,170,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,891,002 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $189,570 | ExpenseAmt |
| Grant | $189,570 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $189,570 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULI HESTER | PersonNm |
| Phone | 9098659881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 N GAREY AVENUE | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Richard Yochum | ||||||||
| President/CEO | 4.0 | 36.0 | Yes (X) | Yes (X) | $0 | $2,898,881 | $408,323 | |
| Curtis Morris | ||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Donald Kendrick | ||||||||
| First Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Elizabeth B DesCombes | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elmer Pineda MD | ||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $63,021 | $0 | ||
| Gurbinder Sadana MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harold D Damuth Jr MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Heather Davis-Kingston MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JA Prasad MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James Kim MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey W Grant | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John D Campbell III | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Johnson Lightfoote MD | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Keith E Pewe | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin McCarthy | ||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| M Hellen Rodriguez MD | ||||||||
| Chair | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Marcia Paetau | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maureen Beith | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Gregory | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter J Rogers | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Purnima Chaurushiya | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph Thomas | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard P Crean | ||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Rose Marie Erickson | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan J Nuss | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William Grant | ||||||||
| Second Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Nelson | ||||||||
| Executive Vice President | 1.0 | 39.0 | Yes (X) | $0 | $646,244 | $371,011 | ||
| Juli Hester | ||||||||
| Treasurer/CFO | 1.0 | 39.0 | Yes (X) | $0 | $380,603 | $43,958 | ||
| James McL Dale | ||||||||
| Secretary/VP of Development | 36.0 | 4.0 | Yes (X) | $0 | $304,810 | $26,454 | ||
| Glenda Ferguson | ||||||||
| Asst Secretary/Dir of Develop. | 40.0 | 0.0 | $0 | $130,381 | $22,404 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,423,940 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $872,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $66,790 | FundraisingAmt |
| Related Organizations | $140,815 | RelatedOrganizationsAmt |
| All Other Contributions | $1,171,573 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $1,379,178 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,396 | TotalRevenueColumnAmt |
| Exclusion | $185,396 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $282,530 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,790 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $229,616 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,914 | TotalRevenueColumnAmt |
| Exclusion | $52,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,617,488 | TotalRevenueColumnAmt |
| Exclusion | $238,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,570 | TotalAmt |
| Program Services | $189,570 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,686 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $388,686 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,153 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,815 | ManagementAndGeneralAmt |
| Fundraising | $106,338 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,479 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,148 | ManagementAndGeneralAmt |
| Fundraising | $28,331 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,960 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,096 | ManagementAndGeneralAmt |
| Fundraising | $27,864 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $41,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,243 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $184,243 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,888 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,889 | ManagementAndGeneralAmt |
| Fundraising | $16,999 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $367 | ManagementAndGeneralAmt |
| Fundraising | $3,304 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DIRECT | Desc |
| Total | $352,705 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,438 | ManagementAndGeneralAmt |
| Fundraising | $318,267 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,130 | TotalAmt |
| Program Services | $189,570 | ProgramServicesAmt |
| Management And General | $97,528 | ManagementAndGeneralAmt |
| Fundraising | $1,074,032 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $851,544 | BOYAmt |
| EOY | $1,540,404 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,342 | BOYAmt |
| EOY | $1,504,371 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $827,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,000 | BOYAmt |
| EOY | $827,471 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,910,977 | BOYAmt |
| EOY | $16,446,978 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,771,863 | BOYAmt |
| EOY | $20,319,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,601,703 | BOYAmt |
| EOY | $3,428,222 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,601,703 | BOYAmt |
| EOY | $3,428,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,390 | BOYAmt |
| EOY | $1,785,151 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,976,923 | BOYAmt |
| EOY | $8,218,473 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778,847 | BOYAmt |
| EOY | $6,887,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,170,160 | BOYAmt |
| EOY | $16,891,002 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,771,863 | BOYAmt |
| EOY | $20,319,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $256,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $839,142 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $625,342 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $6,113,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,197,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,117,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,330,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,379,178 | CurrentTaxYearAmt |
| Total | $19,138,470 | 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 | $6,113,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,197,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,117,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,330,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,379,178 | CurrentTaxYearAmt |
| Total | $19,138,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,744,402 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,394,068 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $356,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,473,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $642,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,396 | CurrentTaxYearAmt |
| Total | $3,014,464 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,914 | CurrentTaxYearAmt |
| Total | $52,914 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,205,848 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.46810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,953,061 | BeginningYearBalanceAmt |
| Contributions | $108,531 | ContributionsAmt |
| Investment Earnings Or Losses | $910,415 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,972,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,285,655 | BeginningYearBalanceAmt |
| Contributions | $923,136 | ContributionsAmt |
| Investment Earnings Or Losses | $375,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,813 | OtherExpendituresAmt |
| End Year Balance | $6,953,061 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,005,042 | BeginningYearBalanceAmt |
| Contributions | $340,670 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,025,546 | OtherExpendituresAmt |
| End Year Balance | $6,285,655 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,996,700 | BeginningYearBalanceAmt |
| Contributions | $244,768 | ContributionsAmt |
| Investment Earnings Or Losses | $362,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,598,543 | OtherExpendituresAmt |
| End Year Balance | $7,005,042 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,743,269 | BeginningYearBalanceAmt |
| Contributions | $181,102 | ContributionsAmt |
| Investment Earnings Or Losses | $1,072,329 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,996,700 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13610 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86390 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $827,471 | InvestmentCostOrOtherBasisAmt |
| Book Value | $827,471 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $827,471 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARIT REMAINDER TRUST OBLIGATIONS | $2,935,314 |
| DUE TO PVHMC | $492,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,428,222 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,081,974 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $839,142 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $625,344 | OtherRevenueAmt |
| Revenue Not Reported | $1,464,486 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,617,488 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,617,488 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,361,130 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,361,130 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,361,130 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENTS CONSISTS OF FUNDS RAISED FOR VARIOUS PROJECTS AS DESIGNATED BY THE HOSPITAL BOARD INCLUDING THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CENTER ENDOWMENT FUND AND THE STEAD HEART AND VASCULAR CENTER ENDOWMENT FUND. ANNUALLY, 85% OF THE INTEREST INCOME FROM THE CANCER CENTER ENDOWMENT FUND IS DISTRIBUTED TO THE HOSPITAL FOR PROJECTS INVOLVING EDUCATION, SCREENINGS AND SUPPORT GROUPS. |
| Schedule D, Part XI, Line 2D | Other Revenue The change in the fair market value of charitable remainder trust obligation for 2017 $625,344. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HEARTBEAT GALA | Event1Nm |
| Gross Receipts Event1 | $185,030 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,935 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $148,095 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $400 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $59,355 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $24,490 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,224 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE TASTING | Event2Nm |
| Gross Receipts Event2 | $122,305 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $101,155 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $300 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $24,520 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $21,250 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,985 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,705 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $33,280 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $17,043 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $43,934 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $349,320 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,790 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $282,530 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $700 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $100,918 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $24,590 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $103,408 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $229,616 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,914 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POMONA VALLEY HOSPITAL MEDICAL CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 N GAREY AVENUE | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951115230 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $189,570 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT PVHMC OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS THE CONTRIBUTIONS THE FOUNDATION SENT TO THE HOSPITAL ARE FROM THE CANCER ENDOWMENT FUND WHERE THE FOUNDATION BOARD SENDS OVER 85% OF THE ENDOWMENT'S INCOME EACH YEAR TO THE HOSPITAL TO HELP DEFRAY THE EXPENSES OF OPERATING OUR CANCER CENTER. THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS GIVEN FROM THE CANCER ENDOWMENT FUND INCOME EACH YEAR TO THE HOSPITAL AND MONITORS ITS GRANT TO ENSURE THAT THE MONIES ARE USED FOR THE PURPOSE FOR WHICH THE ENDOWMENT FUND WAS INTENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Yochum | ||||||||||||||
| President/CEO | $0 | $731,611 | $0 | $219,606 | $0 | $1,947,664 | $0 | $391,803 | $0 | $16,520 | $0 | $3,307,204 | $0 | $1,731,404 |
| Michael Nelson | ||||||||||||||
| Executive Vice President | $0 | $514,952 | $0 | $122,004 | $0 | $9,288 | $0 | $354,683 | $0 | $16,328 | $0 | $1,017,255 | $0 | $0 |
| Juli Hester | ||||||||||||||
| Treasurer/CFO | $0 | $308,774 | $0 | $69,576 | $0 | $2,253 | $0 | $21,600 | $0 | $22,358 | $0 | $424,561 | $0 | $0 |
| James McL Dale | ||||||||||||||
| Secretary/VP of Development | $0 | $247,907 | $0 | $46,505 | $0 | $10,398 | $0 | $11,626 | $0 | $14,828 | $0 | $331,264 | $0 | $0 |
| Glenda Ferguson | ||||||||||||||
| Asst Secretary/Dir of Develop. | $0 | $125,186 | $0 | $0 | $0 | $5,195 | $0 | $9,226 | $0 | $13,178 | $0 | $152,785 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | POMONA VALLEY HOSPITAL MEDICAL CENTER (PVHMC) DETERMINES THE COMPENSATION ON BEHALF OF THE FOUNDATION FOR THE PRESIDENT/CEO OF THE FOUNDATION. THE METHODS USED BY PVHMC TO SET EXECUTIVE COMPENSATION INCLUDE COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE. PLEASE SEE THE SCHEDULE O NARRATIVE FOR PART VI, LINE 15A FOR A DESCRIPTION OF THE PROCESS. |
| SCHEDULE J, PART I, LINE 4B | THE HOSPITAL HAS EMPLOYMENT CONTRACTS WITH MR. YOCHUM AND MR. NELSON. THE CONTRACTS PROVIDE FOR A PAYMENT OF 6.00 FOR MR. NELSON AND 6.16 FOR MR. YOCHUM TIMES ANNUAL CASH COMPENSATION IF THE EXECUTIVE REMAINS EMPLOYED UNTIL THE END OF THE CONTRACT. EMPLOYMENT REQUIREMENTS ARE 40 YEARS FOR MR. YOCHUM AND 39 YEARS FOR MR. NELSON. IN THE EVENT OF VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE, ALL BENEFITS UNDER THE CONTRACT ARE FORFEITED. IN THE EVENT OF EARLY TERMINATION BECAUSE OF DEATH OR DISABILITY, A PRORATED BENEFIT WOULD BE PAID. THE CONTRACT AFFIRMS THE THE BOARD OF DIRECTORS HAS THE RIGHT TO TERMINATE THE CONTRACT, WITH OR WITHOUT CAUSE, AT ITS DISCRETION, AND PROVIDES A FORMULA FOR CALCULATING THE SEVERANCE PAYMENT IN THE EVENT OF INVOLUNTARY TERMINATION. ONCE THE EMPLOYEE HAS MET ALL VESTING REQUIREMENTS, AND THE AMOUNT IS NOT SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, THE AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION (SCHEDULE J, PART II, B(III)). SCHEDULE J, PART II, COLUMN C INCLUDES DEFERRED COMPENSATION OF $370,203 FOR MR. YOCHUM AND $333,083 FOR MR. NELSON. RICHARD YOCHUM RECEIVED A DEFERRED COMPENSATION PAYOUT OF $1,930,990 IN 2017 OF WHICH $1,731,404 WAS REPORTED ON PRIOR YEAR'S FORM 990. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | ORGANIZATION'S MISSION SINCE ITS INCORPORATION IN 1979, THE MISSION OF POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION (PVHMC FOUNDATION) HAS BEEN TO CONDUCT A DEVELOPMENT PROGRAM FOR RAISING FUNDS TO FURTHER THE OBJECTIVES OF POMONA VALLEY HOSPITAL MEDICAL CENTER (PVHMC). IN THE HOSPITAL'S 114TH YEAR OF SERVICE, THE PVHMC FOUNDATION CONTINUES TO PLAY AN INTEGRAL PART IN PROVIDING THE COMMUNITY WITH NATIONALLY RECOGNIZED, HIGH-QUALITY MEDICAL SERVICES. THE PVHMC FOUNDATION'S FIRST FULL YEAR OF REPORTED FUND RAISING ACTIVITY BEGAN IN 1981, AND IN 1984 - ONLY THREE YEARS LATER - IT RAISED MORE THAN $1 MILLION FOR THE FIRST TIME. IN 1986, THE HOSPITAL RECOGNIZED THE NEED IN THE COMMUNITY TO DEVELOP A COMPREHENSIVE HEART AND VASCULAR PROGRAM. WITH A HISTORY OF MEDICAL MILESTONES IN HEART CARE, THE HOSPITAL, AIDED BY THE FOUNDATION, OPENED THE FIRST COMPREHENSIVE HEART AND VASCULAR FACILITY IN THE REGION - THE STEAD HEART CENTER, NAMED IN MEMORY OF CHARLES AND MARION STEAD. THIS CENTER OF EXCELLENCE WAS THE SITE OF THE REGION'S FIRST OPEN-HEART SURGERY AND CARDIAC CATHETERIZATION. FROM 1990 TO 1995, THE FOUNDATION UNDERTOOK ITS LARGEST CAMPAIGN TO DATE. SIX MILLION WAS NEEDED TO PROVIDE THE HOSPITAL WITH ENOUGH FUNDS TO BUILD A COMPREHENSIVE, FREESTANDING CANCER CENTER PREVIOUSLY UNAVAILABLE IN THE RAPIDLY GROWING COMMUNITY. THE FOUNDATION SURPASSED ITS ORIGINAL GOAL, HOWEVER, AND RAISED ANOTHER $5 MILLION TO EQUIP THE FACILITY AND BEGIN AN ENDOWMENT FOR PATIENT SUPPORT SERVICES. THE ROBERT AND BEVERLY LEWIS FAMILY, FOR WHOM THE CANCER CARE CENTER IS NAMED, MADE THE SUCCESS OF THE CAMPAIGN POSSIBLE. BY THE LATE 1990'S, THE FOUNDATION WAS PROVIDING REGULAR ANNUAL SUPPORT TO THE HOSPITAL FOR THE PURCHASE OF THE LATEST EQUIPMENT IN ORDER TO TREAT THE DIVERSE MEDICAL NEEDS OF THE COMMUNITY. DURING THIS PERIOD, A VARIETY OF FUNDS WAS ESTABLISHED, INCLUDING THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER ENDOWMENT AND THE STEAD HEART AND VASCULAR CENTER ENDOWMENT, TO SUPPLEMENT THE SUPPORT SERVICES PROVIDED TO MANY DIFFERENT PATIENT GROUPS. THIS SUPPORT WAS EXTENDED TO INCLUDE THE HOSPITAL'S MEDICAL LIBRARY AND COMMUNITY HEALTH CONFERENCES. IN 2001, WITH A VOLATILE STOCK MARKET AND SLOWING NATIONAL ECONOMY, THE FOUNDATION BEGAN ANOTHER CAMPAIGN TO FUND A STATE-OF-THE-ART CARDIAC CATHETERIZATION LABORATORY. IN 2004, AFTER RAISING $8.6 MILLION, THE CAMPAIGN WAS COMPLETED WITH THE OPENING OF THE NEW LABORATORY AND A DEDICATED CARDIAC SURGERY SUITE. THIS NEW FACILITY ALLOWS CARDIOLOGISTS AND CARDIAC SURGEONS TO WORK MORE CLOSELY TOGETHER, AND TO PROVIDE FASTER RESPONSE IN CARDIAC EMERGENCIES. WHILE THE FOUNDATION HAS RAISED MORE THAN $55 MILLION SINCE ITS INCEPTION, THERE WILL BE NO SHORTAGE OF FUNDRAISING OPPORTUNITIES IN THE YEARS TO COME WITH THE CHALLENGES OF THE CURRENT ECONOMY AND THE UNCERTAINTY OF THE EFFECT OF HEALTHCARE REFORM. IN ORDER TO STAY AHEAD, THE FOUNDATION IS EMBARKING ON THE DEVELOPMENT OF UPDATED PROGRAMS IN PLANNED GIVING, GRANTS, ANNUAL GIVING, SPECIAL EVENTS AND MAJOR GIFTS. AS REIMBURSEMENTS CONTINUE TO BE REDUCED FOR HOSPITAL SERVICES, PHILANTHROPY IS GOING TO HAVE TO FILL THE GAP AND PROVIDE MORE FOR THE HOSPITAL TO BE ABLE TO MAINTAIN ITS LEADING EDGE IN THE PROVISION OF HEALTHCARE TO THE COMMUNITY. FORM 990, PART III, LINE 4A POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION (PVHMC FOUNDATION) IS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA. THE MISSION OF PVHMC FOUNDATION IS TO RAISE FUNDS TO SUPPORT THE CAPITAL, EQUIPMENT, AND PROGRAM NEEDS OF POMONA VALLEY HOSPITAL MEDICAL CENTER. IN 2017, PVHMC FOUNDATION SUCCESSFULLY RAISED FUNDS FOR VARIOUS PROJECTS AS DESIGNATED BY THE HOSPITAL BOARD, INCLUDING RAISING FUNDS FOR THE ROBERT AND BEVERLY LEWIS OUTPATIENT PAVILION, THE STEAD HEART AND VASCULAR CENTER, THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER, AND THE PVHMC SIMULATION LAB. ANNUALLY, 85% OF THE INTEREST INCOME FROM THESE ENDOWMENT FUNDS IS DISTRIBUTED TO THE HOSPITAL FOR PROJECTS INVOLVING EDUCATION, SCREENINGS AND SUPPORT GROUPS. OTHER PROJECTS INCLUDED SPECIAL EVENTS THAT BENEFITED THE STEAD HEART AND VASCULAR CENTER, THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER, THE NEONATAL INTENSIVE CARE UNIT, AND THE PEDIATRIC UNIT. OTHER FUNDS WERE RAISED FROM PLANNED GIFT ACTIVITY SUCH AS BEQUESTS RECEIVED AND CHARITABLE REMAINDER TRUSTS WRITTEN, TRIBUTE GIFTS, AND UNRESTRICTED GIFTS FROM TWO DIRECT MAIL APPEALS. |
| FORM 990, PART V, LINE 2A; PART VII, SECTION A; & PART IX, LINE 5 | POWER TO ELECT OR APPOINT MEMBERS POMONA VALLEY HOSPITAL MEDICAL CENTER (THE MEDICAL CENTER) ISSUES THE FORMS W-2 ON BEHALF OF THE FOUNDATION. THE FOUNDATION REIMBURSES THE MEDICAL CENTER FOR THE COSTS ASSOCIATED WITH THE COMPENSATION OF CURRENT OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND THESE COSTS ARE REPORTED ON PART IX. FORM 990, PART VI, LINE 2 FAMILY RELATIONSHIP WILLIAM GRANT AND JEFF GRANT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINES 6 & 7A DESCRIPTION OF MEMBERS AND THEIR RIGHTS THE MEMBERSHIP OF THIS CORPORATION CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF PVHMC AND THE BOARD OF DIRECTORS OF PVHMC FOUNDATION. THESE MEMBERS ELECT THE GOVERNING BOARD OF PVHMC FOUNDATION. |
| Form 990, Part VI, Line 11B | PROCESS USED TO REVIEW THE FORM 990 A COPY OF THE TAX RETURN ALONG WITH A PRESENTATION FROM EY, THE HOSPITAL'S EXTERNAL ACCOUNTING FIRM, IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING IN NOVEMBER 2017. REPRESENTATIVES FROM EY, REVIEWS THE RETURN WITH THE DIRECTORS AND ANSWERS ANY QUESTIONS THEY MAY HAVE. THE INTERNAL PROCESS INCLUDES (A) PREPARATION OF THE FINANCIAL DATA BY HOSPITAL PERSONNEL, AND (B) SURVEYS OF DIRECTORS, OFFICERS AND KEY EMPLOYEES REGARDING INFORMATION IN RESPONSE TO QUESTIONS IN PART VI. THE COMPLETED 990 IS REVIEWED FOR OVERALL COMPLETENESS AND ACCURACY BY THE CEO AND CFO. |
| Form 990, Part VI, Line 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE W/ CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST STATEMENTS ARE SENT TO EACH BOARD MEMBER. THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE BYLAWS OF THE FOUNDATION. THE SUBMITTED STATEMENTS ARE THEN REVIEWED BY THE OFFICERS OF THE FOUNDATION BOARD (THE CHAIRMAN AND THE TWO VICE CHAIRMEN) AND PRESENTED TO THE FULL BOARD AT THE ANNUAL ORGANIZATIONAL MEETING OF THE BOARD. ANY CONFLICT OF CONCERN IS ADDRESSED BY THE OFFICERS AND DISCUSSED BY THE FULL BOARD AT THE ANNUAL ORGANIZATIONAL MEETING. THEREAFTER, IT IS THE RESPONSIBILITY OF EACH BOARD MEMBER TO RAISE AN ISSUE OF POTENTIAL CONFLICT TO THE BOARD AND/OR ITS OFFICERS FOR DISPOSITION. IF A CONFLICT IS DEEMED TO EXIST, THE MEMBER IS EXCUSED FROM THE MEETING AND/OR TOPIC WHERE THE CONFLICT EXISTS. |
| Form 990, Part VI, Lines 15A & 15B | PROCESS FOR DETERMINING COMPENSATION The following process is completed by a related organization, Pomona Valley Hospital Medical Center (PVHMC), to determine compensation of the President/CEO and other officers of Pomona Valley Hospital Medical Center Foundation (PVHMC Foundation). The PVHMC Board of Directors has a Compensation Committee that annually reviews and determines the compensation of the CEO. Its determination of the CEOs Compensation is based upon a tri-annual review and report of the CEOs and other senior executives compensation compared to industry practice. In 2016 the Compensation Committee relied on this report for their annual review. The Compensation Review Process is documented in the minutes of the Compensation Committee. |
| FORM 990, PART VI, LINE 19 | PUBLIC DISCLOSURE OF GOVERNING DOCUMENTS AND POLICY THE FOUNDATION MAKES ITS GOVERNING DOCUMENTATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN CHARITABLE REMAINDER TRUST OBLIGATIONS = $625,344 ROUNDING ADJUSTMENT = -2 TOTAL OTHER CHANGES IN NET ASSETS = $625,342 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| POMONA VALLEY HOSPITAL MEDICAL CENTER | ||||||||||
| 1798 NORTH GAREY AVENUE | POMONA | CA | 91767 | 951115230 | HOSP GEN SVCS | CA | 501(c)(3) | 3 | NA | false |
| THE AUXILIARY OF PVHMC | ||||||||||
| 1798 NORTH GAREY AVENUE | POMONA | CA | 91767 | 956053224 | SUPPORT | CA | 501(c)(3) | 12 III-FI | PVHMC | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRT's (9) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | 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 | TRUST | EntityTypeTxt |
| 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 | Yes (true) | 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |