NATIONAL ALLIANCE FOR CARE AT HOME LEADERSHIP FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ALLIANCE FOR CARE AT HOME LEADERSHIP FOUNDATION (EIN 54-1096334)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201801309349301725
- Schema version
- 2017v2.2
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T10:10:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541498950 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENNER AND COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH FAIRFAX ST SUITE 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 541096334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL HOSPICE AND PALLIATIVE CARE | BusinessNameLine1Txt |
| Business Name Line2 | ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7038371500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 KING STREET NO 100 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY GIBNEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7038371500 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW E YOUNG CPA | PreparerPersonNm |
| PTIN | P01203950 | PTIN |
| Phone | 7035351200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDO BANACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 KING STREET NO 100 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,562,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NHPCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD AND MOBILIZE SOCIAL CHANGE FOR IMPROVED CARE AT THE END OF LIFE. WE ENVISION A WORLD WHERE INDIVIDUALS AND FAMILIES FACING SERIOUS ILLNESS, DEATH, AND GRIEF WILL EXPERIENCE THE BEST THAT HUMANKIND CAN OFFER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $175,113 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$39,362 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $219,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $236,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,885,973 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,994,435 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,056 | PYInvestmentIncomeAmt |
| CY Investment Income | $284,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | $119,049 | PYOtherRevenueAmt |
| CY Other Revenue | $307,598 | CYOtherRevenueAmt |
| PY Total Revenue | $11,296,347 | PYTotalRevenueAmt |
| CY Total Revenue | $11,823,794 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,215 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,585 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,534,355 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,637,498 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,585 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,798,322 | PYOtherExpensesAmt |
| CY Other Expenses | $4,597,761 | CYOtherExpensesAmt |
| PY Total Expenses | $12,334,892 | PYTotalExpensesAmt |
| CY Total Expenses | $11,263,844 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,038,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $559,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,899,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,139,897 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,159,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,392,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,740,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,747,791 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO LEAD AND MOBILIZE SOCIAL CHANGE FOR IMPROVED CARE AT THE END OF LIFE. WE ENVISION A WORLD WHERE INDIVIDUALS AND FAMILIES FACING SERIOUS ILLNESS, DEATH, AND GRIEF WILL EXPERIENCE THE BEST THAT HUMANKIND CAN OFFER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,179,616 | ExpenseAmt |
| Grant | $28,585 | GrantAmt |
| Revenue | $5,273,908 | RevenueAmt |
| Desc | MEMBERSHIP AND PRODUCT SERVICES - PROVIDE TECHNICAL ASSISTANCE AND EDUCATION TO MEMBERS AND THE PUBLIC WITH PRODUCTS THAT PROMOTE THE PRINCIPLES OF HOSPICE AND PALLIATIVE CONCEPTS. DURING 2017, THE ORGANZITION: CELEBRATED ITS SEVENTH ANNIVERSARY OF THE WE HONOR VETERANS INITIATIVE AND CONTINUED ITS INNOVATIVE WORK WITH A GROWING NETWORK OF MORE THAN 3,120 HOSPICE PARTNERS AND 1,100 COMMUNITY PARTNERS. MOMENTS OF LIFE: MADE POSSIBLE BY HOSPICE; CONTINUED RELEASE OF ITS FIRST VIDEO WITH MANDARIN SUBTITLES,"GRANDMA LUK", AND A SPANISH VERSION OF "A DANCE FOR GLORIA" WAS CREATED. ADDITIONALLY, THE ORGANIZATION CONTINUED WORK WITH THE DREAM FOUNDATION TO SHARE A STORY HIGHLIGHTING THE VALUE OF PALLIATIVE CARE, "LYLE'S HAWAIIAN ADVENTURE". MOMENTS OF LIFE HAS GARNERED MORE THAN 25 MILLION SOCIAL MEDIA IMPRESSIONS, MORE THAN 85,000 VIDEO VIEWS, 10,000+ MEDIA PLACEMENTS ON BROADCAST AND ONLINE NEWS OUTLETS, AND 130,000 WEBSITE VISITORS. THE MOMENTS PSA AIRED IN 21 STATES WITH MORE THAN 2,151,000 VIEW IMPRESSIONS. NHPCO'S CHILDREN'S PROJECT ON PALLIATIVE/HOSPICE SERVICES PUBLISHED ITS E-JOURNAL WITH EACH THEMED EDITION CONTAINING COLLECTIONS OF ARTICLES ON PEDIATRIC PALLIATIVE CARE AND HOSPICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,497,130 | ExpenseAmt |
| Revenue | $3,150,919 | RevenueAmt |
| Desc | PROVIDE SUPPORT AND ACCESS - BUILD PROVIDER CAPACITY TO ENSURE ACCESS TO HIGH QUALITY END-OF-LIFE CARE. DURING 2017, THE ORGANIZATION: CONTINUED ADMINISTERING ITS PROFESSIONAL DEVELOPMENT OFFERING, THE INTENSIVES: MASTERING WHAT'S NEXT IN PATIENT CARE, THAT FEATURED EIGHT DIFFERENCE INTENSIVES OFFERED OVER THREE DAYS; PRESENTED THE 2017 VIRTUAL CONFERENCE, CHALLENGES ON THE FRONT LINES: EFFECTIVE APPROCAHES TO COMPLEX CASES IN COLLABORATION WITH AMERICAN ACADEMY OF HOSPICE AND PALLIATIVE MEDICINE AND THE HOSPICE AND PALLIATIVE NURSES ASSOCIATION; ADDED 25 NEW COURSES TO NHPCO'S E-ONLINE FOR A TOTAL OF 100 DIFFERENT ONLINE COURSES; EXPANDED THE PALLIATIVE CARE RESOURCE SERIES TO INCLUDE 19 ISSUE BRIEFS AND 13 COMPANION POWERPOINT PRESENTATIONS ON TOPICS RELEVANT TO COMMUNITY-BASED PALLIATIVE CARE AND WRITTEN BY LEADING EXPERTS IN THE FIELD; COLLABORATED WITH MJHS INSITUTE FOR INNOVATION IN PALLIATIVE CARE ON A MONTHLY INTER-PROFESSIONAL WEBINAR SERIES; PARTNERED WITH MORGAN STATE UNIVERSITY TO DEVELOP A PILOT OUTREACH PROGRAM TO EDUCATE FAMILY CAREGIVERS IN THE BALTIMORE AREA ABOUT ISSUES RELATED TO END-OF-LIFE CARE; WORKED WITH MEMBERS OF THE DIVERSITY ADVISORY COUNCIL TO OFFER RESOURCES TO MEMBERS TO HELP REACH OUT TO DIVERSE COMMUNITIES AND HELP INCREASE ACCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,431,882 | ExpenseAmt |
| Revenue | $1,806,772 | RevenueAmt |
| Desc | PUBLIC POLICY AND ADVOCACY - PROVIDE PUBLIC WITH THE INFORMATION AND THE MEANS TO BE A HOSPICE ADVOCATE. DURING 2017, THE ORGANIZATION: CONTINUED TO MONITOR, ANALYZE, AND COMMENT ON NEW, CHANGING, AND PROPOSED REGULATIONS THAT AFFECT END-OF-LIFE CARE KEEPING MEMBERS INFORMED THROUGH REGULATORY ALERTS, ROUND-UPS, WEBINARS AND PODCASTS. COMMENT LETTERS WERE SUBMITTED TO CMS ON PROPOSE RULES THAT WOULD IMPACT THE PALLAITIVE COMMUNITY. ASSISTED MEMBERS WITH ISSUES RELATED TO HOSPICE QUALITY REPORTING, INCLUDING THE MEASURES THAT WERE PART OF THE 2017 HOSPICE WAGE INDEX FINAL RULE. ADMINISTERED MULTIPLE PERFORMANCE MEASURES THAT YIELD USEFUL, MEANINGFUL, AND ACTIONABLE RESULTS. CONTINUED COLLABORATIVE WORK WITH STATE ORGANIZATIONS THROUGH NHPCO'S COUNCIL OF STATES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $648,294 | ExpenseAmt |
| Revenue | $818,028 | RevenueAmt |
| Desc | STRATEGIC COMMUNICATIONS: DURING 2017, THE ORGANIZATION: ENGAGED WITH NATIONAL AND LOCAL MEDIA THAT INCLUDED PRINT, DIGITAL, AND BROADCAST OUTLETS; BROADCASTED PODCASTS WHICH DEBUTED IN OCTOBER 2016 AND WITHIN FOUR MONTHS ACHIEVED MORE THAN 10,000 DOWNLOADS; LAUNCHED THE NHPCO EDGE SPEAKERS BUREAU AND BEGAN OFFERING REGULATORY WORKSHOPS TAILORED TO THE CLIENT'S NEEDS THROUGH NHPCO'S CONSULTING SERVICES DIVISION; NHPCO'S FIND A PROVIDER ONLINE TOOL WAS UTLIZED BY MORE THAN 36,000 VISITORS; NHPCO'S WEBSITE OFFERING FREE INFORMATION ON HOSPICE AND PALLAITIVE CARE, ADVANCE CARE PLANNING, GRIEF, COPING WITH PAIN, AND RELATED TOPICS HAD 347,000 VISITORS, WITH MORE THAN 55,000 BROCHURES, DIRECTIVES,AND FACT SHEET DOWNLOADS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $648,294 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $818,028 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,756,922 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY GIBNEY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038373129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 KING ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JANET JONES | ||||||||||
| CHAIR | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EDO BANACH | ||||||||||
| PRESIDENT & CEO | 30.00 | 15.00 | Yes (X) | Yes (X) | $372,184 | $0 | $26,400 | |||
| GREGORY A WOOD MS LBSW | ||||||||||
| VICE CHAIR | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MCHALE | ||||||||||
| TREASURER | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REGINA BODNAR | ||||||||||
| SECRETARY | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR DANIEL MAISON MD FAAHPM | ||||||||||
| AT-LARGE/PALLIATIVE CARE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA TODD | ||||||||||
| AT-LARGE | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN MCRAE | ||||||||||
| HAN REPRESENTATIVE | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| SALLY ALDRICH RN MSN | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARREN BERTRAM | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNE DENNIS | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELINDA GRUBER MBA PHD | ||||||||||
| NCHPP REPRESENTATIVE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN HARROLD MD MPH FACP FAAHPM | ||||||||||
| PALLIATIVE CARE DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZI K JOHNSON | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE MOORE | ||||||||||
| COUNCIL OF STATES REPRESENTATIVE | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUEANN M REYNOLDS MA | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAFAEL SCIULLO | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID WILLIAMS | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH ZERI RN MS | ||||||||||
| NATIONAL DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN KEYSERLING | ||||||||||
| SENIOR VICE PRESIDENT, OFFICE OF HEALTH POLICY | 40.00 | 0.00 | $503,454 | $0 | $27,900 | Yes (X) | ||||
| CATHY GIBNEY | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | $426,497 | $0 | $24,136 | Yes (X) | ||||
| JOHN MASTROJOHN | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $408,205 | $0 | $27,300 | Yes (X) | ||||
| SHARON SCRIBNER PEARCE | ||||||||||
| VICE PRESIDENT, PUBLIC POLICY | 40.00 | 0.00 | $210,827 | $0 | $22,175 | Yes (X) | ||||
| JUDITH LUND PERSON | ||||||||||
| VICE PRESIDENT, REGULATORY AND COMPLIANCE | 40.00 | 0.00 | $207,183 | $0 | $22,031 | Yes (X) | ||||
| CAROL SPENCE | ||||||||||
| VICE PRESIDENT, RESEARCH AND QUALITY | 40.00 | 0.00 | $160,751 | $0 | $19,753 | Yes (X) | ||||
| JON RADULOVIC | ||||||||||
| VICE PRESIDENT, COMMUNICATIONS | 40.00 | 0.00 | $154,182 | $0 | $19,578 | Yes (X) | ||||
| SARAH MELTZER | ||||||||||
| VICE PRESIDENT, PHILANTHROPY | 40.00 | 0.00 | $153,815 | $0 | $19,406 | Yes (X) | ||||
| EMIL ZUBERBUELER | ||||||||||
| VICE PRESIDENT, OPERATIONS | 40.00 | 0.00 | $153,451 | $0 | $19,368 | Yes (X) | ||||
| JENNIFER KENNEDY | ||||||||||
| SENIOR DIRECTOR, REGULATORY AND QUALITY | 40.00 | 0.00 | $146,640 | $0 | $18,080 | Yes (X) | ||||
| BARBARA BOUTON | ||||||||||
| VICE PRESIDENT, PROFESSIONAL DEVELOPMENT | 40.00 | 0.00 | $145,641 | $0 | $18,903 | Yes (X) | ||||
| SIMON SURAN | ||||||||||
| VICE PRESIDENT, FINANCE | 40.00 | 0.00 | $138,940 | $0 | $19,019 | Yes (X) | ||||
| JEFFREY WILLIAMSON | ||||||||||
| DIRECTOR, HUMAN RESOURCES | 40.00 | 0.00 | $128,015 | $0 | $17,374 | Yes (X) | ||||
| ANDREW DUNCAN | ||||||||||
| VICE PRESIDENT, MEMBERSHIP | 40.00 | 0.00 | $127,656 | $0 | $17,729 | Yes (X) | ||||
| J DONALD SCHUMACHER | ||||||||||
| FORMER PRESIDENT AND CEO | 30.00 | 15.00 | $764,503 | $0 | $3,176 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,201,944 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | EVENT MANAGEMENT | $480,275 |
| EVENTLINK | |||||
| 7220 OAKLEY INDUSTRIAL BLVD | UNION CITY | GA | 30291 | EVENT MANAGEMENT | $258,125 |
| HOGAN LOVELLS US LLP | |||||
| 555 13TH ST NW | WASHINGTON | DC | 20004 | LEGAL COUNSEL | $160,053 |
| ABILA | |||||
| PO BOX 123395 | DALLAS | TX | 75312 | SOFTWARE | $102,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $134,487 | RelatedOrganizationsAmt |
| All Other Contributions | $102,465 | AllOtherContributionsAmt |
| Total Contributions | $236,952 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $7,990,602 | $7,990,602 | |
| CONFERENCES & SYMPOSIA | 900099 | $2,359,566 | $2,359,566 | |
| CONTRACTUAL REVENUE | 900099 | $429,105 | $429,105 | |
| ADVERTISING | 541800 | $170,195 | $170,195 | |
| PUBLICATIONS | 900099 | $44,967 | $44,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,994,435 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,802 | TotalRevenueColumnAmt |
| Exclusion | $102,802 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,293 | TotalRevenueColumnAmt |
| Exclusion | $77,293 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,782,881 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,600,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,007 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,007 | TotalRevenueColumnAmt |
| Exclusion | $182,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $206,764 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $138,149 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,615 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $650 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $161,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,268 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $161,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,823,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,049,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $175,113 | UnrelatedBusinessRevenueAmt |
| Exclusion | $362,102 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,585 | TotalAmt |
| Program Services | $28,585 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,978,596 | TotalAmt |
| Program Services | $2,259,250 | ProgramServicesAmt |
| Management And General | $719,346 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739,943 | TotalAmt |
| Program Services | $2,078,231 | ProgramServicesAmt |
| Management And General | $661,712 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,068 | TotalAmt |
| Program Services | $176,023 | ProgramServicesAmt |
| Management And General | $56,045 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,012 | TotalAmt |
| Program Services | $230,594 | ProgramServicesAmt |
| Management And General | $73,418 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,879 | TotalAmt |
| Program Services | $290,412 | ProgramServicesAmt |
| Management And General | $92,467 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,944 | TotalAmt |
| Program Services | $11,926 | ProgramServicesAmt |
| Management And General | $2,018 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,132 | TotalAmt |
| Program Services | $35,180 | ProgramServicesAmt |
| Management And General | $5,952 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,372 | TotalAmt |
| Management And General | $37,372 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,391 | TotalAmt |
| Program Services | $632,889 | ProgramServicesAmt |
| Management And General | $98,502 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,587 | TotalAmt |
| Program Services | $56,141 | ProgramServicesAmt |
| Management And General | $12,446 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,437 | TotalAmt |
| Program Services | $199,434 | ProgramServicesAmt |
| Management And General | $5,003 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,736 | TotalAmt |
| Program Services | $301,848 | ProgramServicesAmt |
| Management And General | $11,888 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,691 | TotalAmt |
| Program Services | $1,346,491 | ProgramServicesAmt |
| Management And General | $6,200 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,994 | TotalAmt |
| Management And General | $132,994 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,553 | TotalAmt |
| Management And General | $351,553 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,608 | TotalAmt |
| Program Services | $6,945 | ProgramServicesAmt |
| Management And General | $41,663 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND RE | $339,236 | $335,080 | $4,156 | $0 |
| AFFILIATE SUPPORT | $300,000 | $271,415 | $0 | $28,585 |
| LICENSE AND FEES | $176,811 | $165,884 | $10,927 | $0 |
| BANK AND CREDIT CARD FE | $124,615 | $0 | $124,615 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,654 | TotalAmt |
| Program Services | $330,594 | ProgramServicesAmt |
| Management And General | $30,060 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,263,844 | TotalAmt |
| Program Services | $8,756,922 | ProgramServicesAmt |
| Management And General | $2,478,337 | ManagementAndGeneralAmt |
| Fundraising | $28,585 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,703 | BOYAmt |
| EOY | $1,017,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,500 | BOYAmt |
| EOY | $379,174 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,897 | BOYAmt |
| EOY | $63,802 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,458 | BOYAmt |
| EOY | $198,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,514,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,859,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,006,557 | BOYAmt |
| EOY | $4,655,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589,568 | BOYAmt |
| EOY | $5,229,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,087 | BOYAmt |
| EOY | $596,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,899,770 | BOYAmt |
| EOY | $12,139,897 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,712 | BOYAmt |
| EOY | $912,211 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,609 | BOYAmt |
| EOY | $1,441,754 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,918 | BOYAmt |
| EOY | $3,476,395 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,395 | BOYAmt |
| EOY | $561,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,159,634 | BOYAmt |
| EOY | $6,392,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,158,446 | BOYAmt |
| EOY | $4,574,701 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581,690 | BOYAmt |
| EOY | $1,173,090 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,740,136 | BOYAmt |
| EOY | $5,747,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,899,770 | BOYAmt |
| EOY | $12,139,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $559,950 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $382,011 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $65,694 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $902,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $978,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,449,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $236,952 | CurrentTaxYearAmt |
| Total | $4,786,179 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,028,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,499,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,721,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,905,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,031,004 | CurrentTaxYearAmt |
| Total | $56,186,284 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,930,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,478,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,170,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,124,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,267,956 | CurrentTaxYearAmt |
| Total | $60,972,463 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,277,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,487 | CurrentTaxYearAmt |
| Total | $4,216,377 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $82,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,913 | CurrentTaxYearAmt |
| Total | $685,912 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $922,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,492,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $309,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,400 | CurrentTaxYearAmt |
| Total | $4,902,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,070,174 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,095 | CurrentTaxYearAmt |
| Total | $1,036,937 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,095 | CurrentTaxYearAmt |
| Total | $1,036,937 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$39,362 | CurrentTaxYearAmt |
| Total | $182,004 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,422 | CurrentTaxYearAmt |
| Total | $501,048 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,257,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,791,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,602,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,474,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,566,111 | CurrentTaxYearAmt |
| Total | $62,692,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89340 | PublicSupportPY509Pct |
| Investment Income CY | 0.01650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $300,000 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $300,000 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $10,749,369 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $11,049,369 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $702,468 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $175,617 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $789,190 | CurrentYearMinus3Amt |
| Current Year Minus2 | $760,398 | CurrentYearMinus2Amt |
| Current Year Minus1 | $758,845 | CurrentYearMinus1Amt |
| Current Year | $702,468 | CurrentYearAmt |
| Total | $3,010,901 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,516,352 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $500,287 | CurrentYearMinus3Amt |
| Current Year Minus2 | $450,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $225,000 | CurrentYearMinus1Amt |
| Current Year | $300,000 | CurrentYearAmt |
| Total | $1,475,287 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $197,298 | CurrentYearMinus3Amt |
| Current Year Minus2 | $190,100 | CurrentYearMinus2Amt |
| Current Year Minus1 | $189,711 | CurrentYearMinus1Amt |
| Current Year | $175,617 | CurrentYearAmt |
| Total | $752,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,129,089 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $9,800 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,581,690 | BeginningYearBalanceAmt |
| Contributions | $165,013 | ContributionsAmt |
| Other Expenditures | $573,613 | OtherExpendituresAmt |
| End Year Balance | $1,173,090 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,905,011 | BeginningYearBalanceAmt |
| Contributions | $169,559 | ContributionsAmt |
| Other Expenditures | $492,880 | OtherExpendituresAmt |
| End Year Balance | $1,581,690 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,196 | BeginningYearBalanceAmt |
| Contributions | $2,346,479 | ContributionsAmt |
| Other Expenditures | $570,664 | OtherExpendituresAmt |
| End Year Balance | $1,905,011 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,196 | BeginningYearBalanceAmt |
| Contributions | $85,844 | ContributionsAmt |
| Other Expenditures | $393,844 | OtherExpendituresAmt |
| End Year Balance | $129,196 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,449 | BeginningYearBalanceAmt |
| Contributions | $65,050 | ContributionsAmt |
| Other Expenditures | $99,303 | OtherExpendituresAmt |
| End Year Balance | $437,196 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,078,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,549,735 | DepreciationAmt |
| Book Value | $4,528,999 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,196,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,183,438 | DepreciationAmt |
| Book Value | $13,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,239,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,126,684 | DepreciationAmt |
| Book Value | $112,742 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,655,004 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $561,746 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $561,746 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS ARE UTILIZED TO SIGNIFY VISUAL INTERPRETATIONS OF THE ORGANIZATION'S MISSION AND PURPOSE AND IS INTENDED FOR PUBLIC VIEWING. |
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS TEMPORARILY RESTRICTED FUNDING FOR VARIOUS PURPOSES IN CONJUNCTION WITH DONOR TIME AND PURPOSE STIPULATIONS. |
| PART X, LINE 2: | INCOME DERIVED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE IS TAXABLE UNDER THE CODE. FOR THE YEAR ENDED DECEMBER 31, 2017, THE ORGANIZATION HAD NO MATERIAL ACCRUED TAX LIABILITY. IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL GRANT - ADVANCE CARE PLANNING VIDEO | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $7,805 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDO BANACH | ||||||||||||||
| PRESIDENT & CEO | $347,184 | $0 | $25,000 | $0 | $0 | $0 | $18,900 | $0 | $7,500 | $0 | $398,584 | $0 | $0 | $0 |
| JONATHAN KEYSERLING | ||||||||||||||
| SENIOR VICE PRESIDENT, OFFICE OF HEA | $290,833 | $0 | $45,000 | $0 | $167,621 | $0 | $18,900 | $0 | $9,000 | $0 | $531,354 | $0 | $0 | $0 |
| CATHY GIBNEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $232,745 | $0 | $35,000 | $0 | $158,752 | $0 | $15,736 | $0 | $8,400 | $0 | $450,633 | $0 | $0 | $0 |
| JOHN MASTROJOHN | ||||||||||||||
| CHIEF OPERATING OFFICER | $338,205 | $0 | $70,000 | $0 | $0 | $0 | $18,900 | $0 | $8,400 | $0 | $435,505 | $0 | $0 | $0 |
| SHARON SCRIBNER PEARCE | ||||||||||||||
| VICE PRESIDENT, PUBLIC POLICY | $205,080 | $0 | $5,747 | $0 | $0 | $0 | $13,775 | $0 | $8,400 | $0 | $233,002 | $0 | $0 | $0 |
| JUDITH LUND PERSON | ||||||||||||||
| VICE PRESIDENT, REGULATORY AND COMPL | $205,708 | $0 | $1,475 | $0 | $0 | $0 | $13,631 | $0 | $8,400 | $0 | $229,214 | $0 | $0 | $0 |
| CAROL SPENCE | ||||||||||||||
| VICE PRESIDENT, RESEARCH AND QUALITY | $159,203 | $0 | $1,548 | $0 | $0 | $0 | $10,753 | $0 | $9,000 | $0 | $180,504 | $0 | $0 | $0 |
| JON RADULOVIC | ||||||||||||||
| VICE PRESIDENT, COMMUNICATIONS | $152,707 | $0 | $1,475 | $0 | $0 | $0 | $10,578 | $0 | $9,000 | $0 | $173,760 | $0 | $0 | $0 |
| SARAH MELTZER | ||||||||||||||
| VICE PRESIDENT, PHILANTHROPY | $150,709 | $0 | $3,106 | $0 | $0 | $0 | $10,406 | $0 | $9,000 | $0 | $173,221 | $0 | $0 | $0 |
| EMIL ZUBERBUELER | ||||||||||||||
| VICE PRESIDENT, OPERATIONS | $149,976 | $0 | $3,475 | $0 | $0 | $0 | $10,368 | $0 | $9,000 | $0 | $172,819 | $0 | $0 | $0 |
| JENNIFER KENNEDY | ||||||||||||||
| SENIOR DIRECTOR, REGULATORY AND QUAL | $143,092 | $0 | $3,548 | $0 | $0 | $0 | $9,680 | $0 | $8,400 | $0 | $164,720 | $0 | $0 | $0 |
| BARBARA BOUTON | ||||||||||||||
| VICE PRESIDENT, PROFESSIONAL DEVELOP | $144,166 | $0 | $1,475 | $0 | $0 | $0 | $9,903 | $0 | $9,000 | $0 | $164,544 | $0 | $0 | $0 |
| SIMON SURAN | ||||||||||||||
| VICE PRESIDENT, FINANCE | $133,166 | $0 | $5,774 | $0 | $0 | $0 | $10,019 | $0 | $9,000 | $0 | $157,959 | $0 | $0 | $0 |
| J DONALD SCHUMACHER | ||||||||||||||
| FORMER PRESIDENT AND CEO | $34,964 | $0 | $0 | $0 | $729,539 | $0 | $2,426 | $0 | $750 | $0 | $767,679 | $0 | $0 | $0 |
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 | INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF ALEXANDRIA VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521381432 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2010-12-21 | BondIssuedDt |
| Issue Price | $5,150,000 | IssuePriceAmt |
| Purpose | TO PURCHASE, RENOVATE, AND EQUIP AN OFFICE BUILDING FOR ORGANIZATION USE. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER ENTITIES THAT PROVIDE HOSPICE AND/OR PALLIATIVE CARE SERVICES ARE CONSIDERED PROVIDER MEMBERS AND HAVE VOTING RIGHTS WITHIN THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | PROVIDER MEMBERS WHO HAVE FULLY PAID THEIR DUES HAVE VOTING RIGHTS WITH REGARD TO THE ELECTION OF THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE FORM 990 IS PREPARED IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF FINANCE. A MEETING WITH THE FORM 990 PREPARER WILL CLARIFY ANY QUESTIONS AND ISSUES BEFORE THE FORM IS MADE AVAILABLE TO THE BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY KNOWN CONFLICTS OF INTEREST AND SIGN AN INDIVIDUAL COPY OF THE POLICY ON A YEARLY BASIS. THE SIGNED POLICIES ARE KEPT ON FILE WITHIN THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS WILL REVIEW INDEPENDENT, COMPARABLE SALARY DATA FROM LIKE SIZED NOT-FOR-PROFIT ORGANIZATIONS WITHIN THE ORGANIZATION'S AREA AND APPROVE CHANGES TO COMPENSATION FOR THE TOP MANAGING EMPLOYEES, PRESIDENT, AND VICE PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST RATE SWAP VALUATION 65,694. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL HOSPICE FOUNDATION | ||||||||||
| 1731 KING STREET SUITE 200 | ALEXANDRIA | VA | 22314 | 541586967 | DEVELOPMENT | VA | 501(C)(3) | LINE 7 | NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION INC | Yes (1) |
| ALLIANCE FOR CARE AT THE END OF LIFE | ||||||||||
| 1731 KING STREET SUITE 400 | ALEXANDRIA | VA | 22314 | 208725837 | ADVOCACY | VA | 501(C)(4) | N/A | NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION INC | Yes (1) |
| FOUNDATION FOR HOSPICES IN SUB-SAHARAN AFRICA | ||||||||||
| 1731 KING STREET SUITE 300 | ALEXANDRIA | VA | 22314 | 161590512 | DEVELOPMENT IN AFRICA | NY | 501(C)(3) | LINE 7 | NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FOUNDATION FOR HOSPICES IN SUB-SAHARAN AFRICA | ||
| Q | $12,161 | COST |
| ALLIANCE FOR CARE AT THE END OF LIFE | ||
| B | $300,000 | COST |
| NATIONAL HOSPICE FOUNDATION | ||
| R | $134,837 | COST |
| NATIONAL HOSPICE FOUNDATION | ||
| Q | $337,343 | COST |