CHILDRENS HOSPITAL FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS HOSPITAL FOUNDATION (EIN 61-6027530)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349312168
- Schema version
- 2015v2.1
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T21:00:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1Txt |
| Address Line2 | Suite 400 | AddressLine2Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402411122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616027530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S HOSPITAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 5026293409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Accounting 224 E BROADWAY 5TH FLOOR | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W GOUGH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN A WILLIAMS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Accounting 224 E BROADWAY | AddressLine1Txt |
| Address Line2 | 5TH FLOOR | AddressLine2Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,671,826 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORTONHEALTHCARE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | CHILDREN'S HOSPITAL FOUNDATION RAISES FUNDS AND AWARDS GRANTS TO KOSAIR CHILDREN'S HOSPITAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 1849 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,056,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,840,016 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,772,925 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,370,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $352,142 | PYOtherRevenueAmt |
| CY Other Revenue | $284,442 | CYOtherRevenueAmt |
| PY Total Revenue | $15,182,052 | PYTotalRevenueAmt |
| CY Total Revenue | $15,495,217 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,295,067 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,489,482 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,447,940 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,744,133 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $50,089 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $47,419 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,277,004 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,414,289 | PYOtherExpensesAmt |
| CY Other Expenses | $1,464,732 | CYOtherExpensesAmt |
| PY Total Expenses | $14,207,385 | PYTotalExpensesAmt |
| CY Total Expenses | $13,745,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $974,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,749,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,797,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,616,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,050,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,517,578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $86,747,949 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,099,025 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE CHILDREN'S HOSPITAL FOUNDATION IS TO ENHANCE PATIENT CARE BY GENERATING FUNDS AND FRIENDS FOR KOSAIR CHILDREN'S HOSPITAL, SUPPORTING PATIENT NEEDS THROUGH ITS PROGRAMS AND SERVICES OF EXCELLENCE IN HEALTH CARE IN THE AREAS OF: CAPITAL EQUIPMENT; CLINICAL RESEARCH; CHILD ADVOCACY; AND HEALTH EDUCATION OF PATIENTS, PARENTS, PHYSICIANS, STAFF AND THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,584,253 | ExpenseAmt |
| Grant | $6,584,253 | GrantAmt |
| Desc | THE CHILDREN'S HOSPITAL FOUNDATION PROVIDES FUNDING FOR CAPITAL PROJECTS, IN ADDITION TO PROGRAMS, ADVOCACY, EDUCATION AND RESEARCH. IN 2015, THE FOUNDATION FUNDED THE FOLLOWING PROJECTS: *PHASE II CONSTRUCTION OF THE NEW PEDIATRIC INPATIENT UNIT AND PEDIATRIC EMERGENCY ROOM TO INCREASE THE CAPACITY TO SERVE CHILDREN IN THE REGION AT NORTON WOMEN'S AND KOSAIR CHILDREN'S HOSPITAL - ST. MATTHEWS. * CONSTRUCTION OF THE BABY BISTRO AT NORTON WOMEN'S AND KOSAIR CHILDREN'S HOSPITAL - ST MATTHEWS, WHERE MOMS AND THEIR FAMILIES CAN FIND EVERYTHING THEY NEED FROM SUPPLIES TO SUPPORT FOR BREAST FEEDING ONCE THEY ARE HEADING HOME FROM THE HOSPITAL. * RENOVATIONS OF "SAFETY CITY," A MODEL CITY SERVING AS AN EDUCATIONAL PROGRAM AIMED AT HELPING SECOND GRADE STUDENTS LEARN AND PRACTICE THE SKILLS AND KNOWLEDGE NECESSARY TO AVOID PREVENTABLE ACCIDENTS. FOR MORE THAN TWO DECADES, MORE THAN 121,000 STUDENTS HAVE EXPERIENCED A FULL DAY OF LESSONS IN BICYCLE, PEDESTRIAN, SCHOOL BUS, STRANGER-DANGER AND TRAFFIC SAFETY WHILE VISITING SAFETY CITY. * EXPANSION OF KOSAIR CHILDREN'S HOSPITAL MEDICAL ASSOCIATES IN SHELBYVILLE, KENTUCKY *CARDIORESPIRATORY MONITORS TO SUPPORT CRITICALLY ILL PEDIATRIC PATIENTS. * REPLACEMENT OF A "JUST FOR KIDS" AMBULANCE FOR THE TRANSPORT TEAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,905,229 | ExpenseAmt |
| Grant | $3,905,229 | GrantAmt |
| Desc | THE CHILDREN'S HOSPITAL FOUNDATION RAISES FUNDS TO SUPPORT PROGRAMS, EQUIPMENT AND FACILITIES, RESEARCH, ADVOCACY AND EDUCATION FOR KOSAIR CHILDREN'S HOSPITAL, NORTON WOMEN'S AND KOSAIR CHILDREN'S HOSPITAL - ST. MATTHEWS AND KOSAIR CHILDREN'S MEDICAL CENTER. THE CHILDREN'S HOSPITAL FOUNDATION IS PLEASED TO BE ABLE TO PLAY SUCH A LARGE ROLE IN ENSURING THAT CHILDREN IN THE LOUISVILLE AREA HAVE THE MEDICAL CARE THEY NEED WHEN THEY NEED IT, WHILE KEEPING KIDS AS CLOSE TO HOME AS POSSIBLE. THANKS TO SUPPORT FROM THE COMMUNITY, KOSAIR CHILDREN'S HOSPITAL HAS SOME OF THE MOST TALENTED AND DEDICATED PEDIATRIC SPECIALISTS AND CLINICAL AND CAREGIVING TEAMS IN THE COUNTRY READY TO CARE FOR CHILDREN. THIS 265-BED HOSPITAL IS THE ONLY FULL-SERVICE, FREE-STANDING PEDIATRIC HOSPITAL IN KENTUCKY AND THE PRIMARY TEACHING FACILITY FOR THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE DEPARTMENT OF PEDIATRICS. IN ORDER TO CONTINUE TO EXCEED THE COMMUNITY'S NEED FOR SPECIALIZED PEDIATRIC CARE AND MEET THE EVER-GROWING NEEDS AT KOSAIR CHILDREN'S HOSPITAL, 2015 BROUGHT SEVERAL SPECIFIC FUNDRAISING INITIATIVES FORWARD TO DONORS AND THE COMMUNITY AT LARGE. THESE EFFORTS FOCUSED ON RAISING FUNDS FOR PEDIATRIC CANCER, NEUROLOGY AND NEUROSURGERY, NEONATAL INTENSIVE CARE, TYPE I DIABETES, TRAUMA AND EMERGENCY CARE TO NAME A FEW. WHILE THE FOUNDATION'S "JUST FOR KIDS" CAMPAIGN CONCLUDED IN 2011, THE THREE GENERAL AREAS OF DEVELOPMENT FROM THE CAMPAIGN - WORKFORCE, RESEARCH AND FACILITIES - CONTINUE TO GUIDE FUNDRAISING GROWTH IN EACH OF THE AFOREMENTIONED PEDIATRIC SERVICES. ADDITIONALLY, ONGOING AREAS OF NEED, SUCH AS CHILD ADVOCACY; PEDIATRIC PASTORAL CARE AND BEREAVEMENT PROGRAMS; ENDOWED RESEARCH CHAIRS; AND SPECIALTY THERAPIES, INCLUDING CHILD LIFE, EXPRESSIVE AND MUSIC THERAPIES, CONTINUE TO BE AREAS OF FUNDING AND PRIORITY FOR THE CHILDREN'S HOSPITAL FOUNDATION TO ENSURE A TRULY "JUST FOR KIDS" EXPERIENCE FOR PATIENTS AND FAMILIES. THE FOUNDATION CONTINUES TO EXPAND PARTNERSHIPS WITHIN THE COMMUNITY AND ENHANCE THE HOSPITAL'S ABILITY TO SERVE ALL CHILDREN REGARDLESS OF THEIR FAMILIES' ABILITY TO PAY. THE STRENGTH AND VALUE OF THE COMMUNITY'S SUPPORT FOR THE HOSPITAL ARE VISIBLE THROUGH FUNDING AND SUPPORT OF MANY PROGRAMS IN 2015, INCLUDING: *THE CHILDREN'S HOSPITAL FOUNDATION OFFICE OF CHILD ADVOCACY OF KOSAIR CHILDREN'S HOSPITAL, WHICH HELPS PROVIDE SAFETY AND OUTREACH INFORMATION AIMED AT KEEPING KIDS OUT OF THE HOSPITAL. *FUNDING FOR THE WENDY L. NOVAK DIABETES CARE CENTER AT KOSAIR CHILDREN'S HOSPITAL FOR EXPANSION OF TECHNOLOGY AND ACCREDITATION. *ENDOWED RESEARCH CHAIRS IN PEDIATRIC HEMATOLOGY/ONCOLOGY, SLEEP MEDICINE AND ENDOCRINOLOGY. *STAFF EDUCATIONAL OPPORTUNITIES AND ADVANCED CERTIFICATIONS THAT CAN LEAD TO IMPROVED PATIENT TREATMENT. SUPPORT FROM THE CHILDREN'S HOSPITAL FOUNDATION ALLOWS THE PEDIATRIC SPECIALISTS AT KOSAIR CHILDREN'S HOSPITAL TO CONTINUE TO RESPOND TO THE UNIQUE MEDICAL NEEDS OF CHILDREN FROM BIRTH TO AGE 18. IT ALSO HELPS THE HOSPITAL WORK TO KEEP CHILDREN OUT OF THE HOSPITAL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,489,482 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (true) | 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 |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Helena Schulz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5026298263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Accounting 224 E BROADWAY 5TH FL | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402022025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 |
|---|---|---|---|---|---|---|---|---|---|
| Cindi Shrader | |||||||||
| Board Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter Tevebaugh | |||||||||
| Board Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marita Willis | |||||||||
| Board Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul Oberst | |||||||||
| Board Treasurer | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tonii Rizzo | |||||||||
| Secretary | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Hoyt Almond | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Terrian Barnes | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ryan Bridgeman | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mitchel Denham | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jose Neil Donis | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan E Dubins | |||||||||
| Trustee (partial year) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Dudley | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William J Ehrig | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert D Evans | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Hayes-Badon | |||||||||
| Trustee (partial year) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mimi Hwang | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christina Graven | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dana Johnson | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shawna Jones | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen Keith | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Kmetz | |||||||||
| Division President Women and Children Services/Trustee Ex-Officio | 1.0 | 50.0 | Yes (X) | $0 | $743,818 | $165,028 | |||
| Rachel Miles | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Elaine Morgan | |||||||||
| Trustee Ex-Officio | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Wayne Mortenson DMD | |||||||||
| Trustee (partial year) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ashley Novak Butler | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald C Oliver PhD | |||||||||
| Sys VP Mission & Outreach/Trustee | 1.0 | 41.0 | Yes (X) | $0 | $194,834 | $107,065 | |||
| Senator Dennis Parrett | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Becky Petrino | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| G Hunt Rounsavall Jr | |||||||||
| Trustee | 1.0 | 5.5 | Yes (X) | $0 | $1,600 | $0 | |||
| Dale Schaefer | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eddie Smith | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Debbie Waiz | |||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John Wieland | |||||||||
| Trustee (partial year) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard S Wolf MD | |||||||||
| Trustee | 1.0 | 3.5 | Yes (X) | $0 | $1,600 | $0 | |||
| Amy Garlove MD | |||||||||
| Physician/Trustee | 1.0 | 40.0 | Yes (X) | $0 | $77,937 | $21,340 | |||
| Stephen A Williams | |||||||||
| CEO | 1.0 | 49.0 | Yes (X) | $0 | $2,599,308 | $135,934 | |||
| Russell F Cox | |||||||||
| President | 1.0 | 49.0 | Yes (X) | $0 | $1,371,692 | $763,935 | |||
| Michael W Gough | |||||||||
| Sys Sr VP CFO | 1.0 | 49.0 | Yes (X) | $0 | $1,141,474 | $560,808 | |||
| Robert B Azar | |||||||||
| Sys VP Chief Legal Officer | 1.0 | 49.0 | Yes (X) | $0 | $653,501 | $117,515 | |||
| Mary Lynn Meyer | |||||||||
| Sys VP and CDO | 17.5 | 32.5 | $313,418 | $219,481 | $108,325 | Yes (X) | |||
| Philip Bloyd | |||||||||
| Exec Dir Regional Outreach | 10.0 | 30.0 | $37,800 | $143,989 | $28,644 | Yes (X) | |||
| Leslie Smart | |||||||||
| Exec Dir CHF & Philathropy | 33.0 | 7.0 | $126,573 | $17,638 | $15,760 | Yes (X) | |||
| Margaret McClamroch | |||||||||
| Director Grants | 32.0 | 8.0 | $92,833 | $19,917 | $27,845 | Yes (X) | |||
| Anne Monell | |||||||||
| Dir, Major Gifts | 40.0 | 0 | $109,434 | $0 | $22,313 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $680,058 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,186,789 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,074,512 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CHILDREN'S MIRACLE NETWORK | ||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | DIRECT MARKETING MAILING | $232,523 | |
| BLACKBAUD INC | ||||||
| P O BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE AND SERVICES | $122,661 | |
| GRENZEBACH GLIER & ASSOC INC | ||||||
| P O BOX 88277 | CHICAGO | IL | 606801277 | PROFESSIONAL SERVICES | $101,747 | DEPT A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,099,215 | FundraisingAmt |
| Government Grants | $1,108,122 | GovernmentGrantsAmt |
| All Other Contributions | $8,632,679 | AllOtherContributionsAmt |
| Noncash Contributions | $266,330 | NoncashContributionsAmt |
| Total Contributions | $10,840,016 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,534,474 | TotalRevenueColumnAmt |
| Exclusion | $1,534,474 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,350,894 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,514,608 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,836,286 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,836,285 | TotalRevenueColumnAmt |
| Exclusion | $2,836,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $875,549 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,099,215 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $873,914 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,635 | TotalRevenueColumnAmt |
| Exclusion | $1,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $753,676 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $610,499 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,177 | TotalRevenueColumnAmt |
| Exclusion | $143,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $317,218 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $177,588 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,630 | TotalRevenueColumnAmt |
| Exclusion | $139,630 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,495,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,655,201 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,267,445 | TotalAmt |
| Program Services | $10,267,445 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,037 | TotalAmt |
| Program Services | $222,037 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,104 | TotalAmt |
| Management And General | $67,242 | ManagementAndGeneralAmt |
| Fundraising | $100,862 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,727 | TotalAmt |
| Management And General | $498,691 | ManagementAndGeneralAmt |
| Fundraising | $748,036 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,872 | TotalAmt |
| Management And General | $35,149 | ManagementAndGeneralAmt |
| Fundraising | $52,723 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,468 | TotalAmt |
| Management And General | $61,787 | ManagementAndGeneralAmt |
| Fundraising | $92,681 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,962 | TotalAmt |
| Management And General | $34,785 | ManagementAndGeneralAmt |
| Fundraising | $52,177 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,419 | TotalAmt |
| Fundraising | $47,419 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,422 | TotalAmt |
| Management And General | $146,422 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,832 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $454,832 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,466 | TotalAmt |
| Fundraising | $525,466 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,808 | TotalAmt |
| Management And General | $20,323 | ManagementAndGeneralAmt |
| Fundraising | $30,485 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,543 | TotalAmt |
| Management And General | $27,417 | ManagementAndGeneralAmt |
| Fundraising | $41,126 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,960 | TotalAmt |
| Management And General | $13,984 | ManagementAndGeneralAmt |
| Fundraising | $20,976 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,615 | TotalAmt |
| Management And General | $11,446 | ManagementAndGeneralAmt |
| Fundraising | $17,169 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,402 | TotalAmt |
| Management And General | $561 | ManagementAndGeneralAmt |
| Fundraising | $841 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,646 | TotalAmt |
| Management And General | $3,858 | ManagementAndGeneralAmt |
| Fundraising | $5,788 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,315 | TotalAmt |
| Management And General | $52,926 | ManagementAndGeneralAmt |
| Fundraising | $79,389 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Dues and subscriptions | $7,518 | $3,007 | $4,511 |
| Donor and employee recognition | $4,205 | $1,682 | $2,523 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,745,766 | TotalAmt |
| Program Services | $10,489,482 | ProgramServicesAmt |
| Management And General | $979,280 | ManagementAndGeneralAmt |
| Fundraising | $2,277,004 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,179 | BOYAmt |
| EOY | $208,277 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,711 | BOYAmt |
| EOY | $976,908 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,569,297 | BOYAmt |
| EOY | $17,008,640 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,155 | BOYAmt |
| EOY | $55,387 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,999 | BOYAmt |
| EOY | $133,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $575,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $497,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,024 | BOYAmt |
| EOY | $77,060 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,953,950 | BOYAmt |
| EOY | $33,657,474 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,965,384 | BOYAmt |
| EOY | $18,544,926 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,981,286 | BOYAmt |
| EOY | $14,954,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,797,985 | BOYAmt |
| EOY | $85,616,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,134 | BOYAmt |
| EOY | $390,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,902 | BOYAmt |
| EOY | $2,126,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,050,036 | BOYAmt |
| EOY | $2,517,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,942,155 | BOYAmt |
| EOY | $26,230,873 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,788,087 | BOYAmt |
| EOY | $35,674,963 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,017,707 | BOYAmt |
| EOY | $21,193,189 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,747,949 | BOYAmt |
| EOY | $83,099,025 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,797,985 | BOYAmt |
| EOY | $85,616,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,749,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,854,799 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$543,576 | 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 | $10,989,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,716,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,155,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,056,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,840,016 | CurrentTaxYearAmt |
| Total | $54,758,412 | 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 | $10,989,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,716,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,155,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,056,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,840,016 | CurrentTaxYearAmt |
| Total | $54,758,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,441,366 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,317,046 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,520,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,665,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,462,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,648,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,534,474 | CurrentTaxYearAmt |
| Total | $7,831,271 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,495,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,458,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,699,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,677,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,946,443 | CurrentTaxYearAmt |
| Total | $8,276,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,866,414 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7241 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 720968.0, COLUMN B - 767912.0, COLUMN C - 879648.0, COLUMN D - 712674.0, COLUMN E - 875549.0, COLUMN F - 3956751.0; DESCRIPTION - GROSS INCOME FROM GAMING, COLUMN A - 551503.0, COLUMN B - 405727.0, COLUMN C - 509090.0, COLUMN D - 654466.0, COLUMN E - 753676.0, COLUMN F - 2874462.0; DESCRIPTION - GROSS INCOME FROM SALE OF INVENTORY, COLUMN A - 223183.0, COLUMN B - 284394.0, COLUMN C - 310785.0, COLUMN D - 309938.0, COLUMN E - 317218.0, COLUMN F - 1445518.0; | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,842,592 | BeginningYearBalanceAmt |
| Contributions | -$88,974 | ContributionsAmt |
| Investment Earnings Or Losses | -$249,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,374 | OtherExpendituresAmt |
| End Year Balance | $7,237,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,956,099 | BeginningYearBalanceAmt |
| Contributions | -$92,259 | ContributionsAmt |
| Investment Earnings Or Losses | $179,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,777 | OtherExpendituresAmt |
| End Year Balance | $7,842,592 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,654,016 | BeginningYearBalanceAmt |
| Contributions | $1,921,182 | ContributionsAmt |
| Investment Earnings Or Losses | $469,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,241 | OtherExpendituresAmt |
| End Year Balance | $7,956,099 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,455,638 | BeginningYearBalanceAmt |
| Contributions | -$81,927 | ContributionsAmt |
| Investment Earnings Or Losses | $366,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,011 | OtherExpendituresAmt |
| End Year Balance | $5,654,016 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,732,854 | BeginningYearBalanceAmt |
| Contributions | -$93,967 | ContributionsAmt |
| Investment Earnings Or Losses | -$96,603 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,646 | OtherExpendituresAmt |
| End Year Balance | $5,455,638 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.985 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.015 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,849 | DepreciationAmt |
| Book Value | $9,313 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $522,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $455,133 | DepreciationAmt |
| Book Value | $67,747 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,060 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ALTERNATIVE INVESTMENT MASTER TRUST UNITS | $14,884,933 |
| REAL ESTATE MASTER TRUST UNITS | $3,659,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,544,926 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN OUTSIDE TRUSTS | $14,136,913 |
| PROPERTY HELD FOR LIFE ESTATE | $132,775 |
| INTERCOMPANY RECEIVABLE | $685,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,954,840 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $2,126,602 |
| INTERCOMPANY PAYABLE TO NORTON HEALTHCARE, INC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,126,602 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,002,372 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,854,799 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,694,309 | OtherRevenueAmt |
| Revenue Not Reported | -$3,160,490 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,162,862 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $146,422 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,185,933 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,332,355 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,495,217 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,651,296 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,051,952 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,051,952 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,599,344 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $146,422 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $146,422 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,745,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 REFUNDABLE ADVANCES | REFUNDABLE ADVANCES OF $2,126,602 REPRESENT ASSETS TRANSFERRED FROM THE NORTON HEALTHCARE PETERSDORF FUND TO THE FOUNDATION DURING 2004 TO BENEFIT THE FOLLOWING PROGRAMS AT THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE: RESEARCH FOR PEDIATRIC SLEEP DISORDERS - $1,000,000 PEDIATRIC ONCOLOGY ENDOWED CHAIR - 1,000,000 PEDIATRIC SUBSPECIALTY FELLOWSHIP PROGRAM - 126,602 TOTAL REFUNDABLE ADVANCES - $2,126,602 THE PRINCIPAL OF EACH FUND IS RESTRICTED FOR THE PEDIATRIC SLEEP DISORDER AND ONCOLOGY ENDOWED CHAIR FUNDS, IF EVER THE RESTRICTED PURPOSE CAN NO LONGER BE ACCOMPLISHED, DISTRIBUTIONS MAY BE USED FOR OTHER PURPOSES SO LONG AS THE PURPOSE FULFILLS THE REQUIREMENTS OF THE RESEARCH CHALLENGE TRUST FUND. OTHERWISE, THE PRINCIPAL SHALL IMMEDIATELY REVERT TO THE NORTON HEALTHCARE PETERSDORF FUND. FOR THE SUBSPECIALTY FELLOWSHIP PROGRAM, THE FUNDS WILL BE RETURNED TO THE PETERSDORF FUND FROM THE CHILDREN'S HOSPITAL FOUNDATION CAPITAL CAMPAIGN FOR KOSAIR CHILDREN'S HOSPITAL WHEN FUNDS ARE AVAILABLE. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE FOUNDATION UTILIZES INCOME GENERATED FROM ITS ENDOWMENT FUNDS TO SUPPORT VARIOUS PROGRAMS AND SERVICES AND CAPITAL PROJECTS FOR THE BENEFIT OF KOSAIR CHILDREN'S HOSPITAL PATIENTS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | SPECIAL EVENT COSTS - 873914 SPECIAL EVENT REFUNDS - 450 COST OF GOODS SOLD - 177588 AFFILIATE TRANSFERS - 642357 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | WRITE-OFF OF PLEDGES DEEMED UNCOLLECTIBLE - 474335 CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS - 711598 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | COST OF GOOD SOLD - 177588 SPECIAL EVENT COSTS - 873914 SPECIAL EVENT REFUNDS - 450 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEWMAKER CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2632 BYRON AVE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CHILDREN'S MIRACLE NETWORK FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $651,027 | GrossReceiptsAmt |
| Retained By Contractor | $47,419 | RetainedByContractorAmt |
| Net To Organization | $603,608 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $651,027 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $47,419 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $603,608 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FESTIVAL OF TREES AND LIGHTS | Event1Nm |
| Gross Receipts Event1 | $574,064 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $163,566 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $410,498 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,855 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $191,571 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,315 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $164,967 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $439,375 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $292,847 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $146,528 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,431 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $136,257 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $961,325 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $642,802 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $318,523 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,502 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $98,782 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,300 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $229,934 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,974,764 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,099,215 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $875,549 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,357 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $298,784 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,615 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $531,158 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $873,914 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,635 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $753,676 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $11,810 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $598,689 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.0 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $753,676 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $11,810 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $598,689 | NonCashPrizesTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | KY | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.0 | GamingOtherFacilityPct |
| Individual With Books | DEBORAH L HELD | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E BROADWAY | AddressLine1Txt |
| Address Line2 | FIFTH FLOIOR | AddressLine2Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather Singleton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | SERVICES PERFORMED BY THE FOUNDATION STAFF INCLUDE ANNUAL LICENSE RENEWALS AND REPORTING TO THE GAMING COMMISSION, MANAGING THE SALE OF RAFFLE TICKETS, PRIZES AWARDED AND MARKETING OF RAFFLES CONDUCTED. SERVICES PROVIDED BY THE ACCOUNTING DEPARTMENT INCLUDE MAINTAINING BOOKS AND RECORDS, MAKING DEPOSITS INTO THE CHARITABLE GAMING BANK ACCOUNT, PROCESSING DISBURSEMENT FOR GAMING EXPENSES AND PREPARING QUARTERLY FINANCIAL REPORTING TO THE GAMING COMMISSION. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(v) Agreement with Professional Fundraiser | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS ENTERED INTO A PROFESSIONAL SERVICES AGREEMENT WITH SHEWMAKER CONSULTING. THE FOUNDATION MAKES A MONTHLY PAYMENT TO THE CONSULTING FIRM AS COMPENSATION FOR SERVICES PROVIDED FOR CHILDREN'S MIRACLE NETWORK (CMN) FUNDRAISING. THE CONSULTANT MAINTAINS THE RELATIONSHIP WITH CMN, BUILDS AND MAINTAINS RELATIONSHIPS WITH SPONSORS AND MEDIA REPRESENTATIVES, COORDINATES RECOGNITION FOR SPONSORS AND DONORS, DEVELOPS STRATEGIC PLANNING FOR OUTREACH EFFORTS AND COORDINATES THE CMN RADIOTHON EVENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTON HOSPITALS INC | |||||||||||
| 224 E BROADWAY | FIFTH FLOOR | LOUISVILLE | KY | 40202 | 610703799 | 501 (C) (3) | $8,966,175 | $0 | N/A | N/A | FUNDING OF CAPITAL PROJECTS, PROGRAMS AND SERVICES |
| NORTON HEALTHCARE INC | |||||||||||
| 224 E B ROADWAY | FIFTH FLOOR | LOUISVILLE | KY | 40202 | 616027530 | 501 (C) (3) | $304,502 | $0 | N/A | N/A | FUNDING OF CAPITAL PROJECTS, PROGRAMS AND SERVICES |
| COMMUNITY MEDICAL ASSOCIATES INC | |||||||||||
| 224 EBROADWAY | FIFTH FLOOR | LOUISVILLE | KY | 40202 | 611276316 | 501 (C) (3) | $411,495 | $0 | N/A | N/A | FUNDING OF CAPITAL PROJECTS, PROGRAMS AND SERVICES |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||||||
| 215 CENTRAL AVENUE | UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40208 | 237078461 | 501 (C) (3) | $363,948 | $0 | N/A | PEDIATRIC ENDOWED CHAIRS | |
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION | |||||||||||
| CONTROLLERS OFFICE | UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611029626 | 501(c)(3) | $211,325 | $0 | N/A | N/A | EDUCATION AND RESEARCH |
| HARRISON COUNTY COMMUNITY FOUNDATION | |||||||||||
| PO BOX 279 | CORYDON | IN | 47112 | 351986569 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAMS AND SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FINANCIAL SUPPORT TO PATIENTS WHO CANNOT AFFORD MEDICAL CARE | 117 | $219,537 | $0 | N/A | N/A |
| TUITION ASSISTANCE FOR SPAVA AWARD RECIPIENT | 1 | $2,500 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (c) Amount of grants provided | THE PATIENT FINANCIAL SUPPORT PROVIDED BY THE CHILDREN'S HOSPITAL FOUNDATION IS JUST PART OF THE TOTAL CHARITY CARE PROVIDED TO PATIENTS BY KOSAIR CHILDREN'S HOSPITAL. NO CHILD IS DENIED NECESSARY TREATMENT BECAUSE OF AN INABILITY TO PAY. UNDER ITS CHARITY CARE PROGRAM, KOSAIR CHILDREN'S HOSPITAL PROVIDED FREE CARE TO 1,041 PATIENTS AT A COST OF $2.1 MILLION. ALSO, THE HOSPITAL GRANTS PATIENTS A DISCOUNT FROM BILLED CHARGES TO ANY INDIVIDUALS THAT HAVE NO ACCESS TO PRIVATE HEALTH INSURANCE OR DO NOT QUALIFY FOR GOVERNMENT ASSISTANCE OR CHARITY CARE. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANT APPLICANTS ARE REQUIRED TO SUBMIT A GRANT APPLICATION TO THE FOUNDATION MANAGER OF FUNDS AND ESTATES. THE GRANT IS REVIEWED BY FOUNDATION MANAGEMENT AND THEN SENT TO THE FINANCE AND GRANTS COMMITTEE FOR REVIEW AND APPROVAL. SELECTION CRITERIA INCLUDES APPROPRIATENESS OF THE REQUEST, LEVEL OF NEED AND WHETHER THE REQUEST IS IN ALIGNMENT WITH THE FOUNDATION'S GOALS AND OBJECTIVES. UPON APPROVAL, THE GRANT IS ENTERED INTO THE GRANT DATABASE AND THE FINANCIAL SYSTEM. THE FOUNDATION OFFICE REQUIRES THAT A PROGRESS REPORT BE SUBMITTED MIDWAY THROUGH THE PROJECT, AND A FINAL REPORT IS REQUIRED AT THE END OF THE PROJECT FOR WHICH FUNDING IS RECEIVED. GRANT REPORT DEADLINES AND GUIDELINES THAT EXPLAIN WHAT TO INCLUDE IN REPORTS WILL BE SENT TO THE PROJECT DIRECTOR/GRANTEE UPON GRANT AWARD NOTIFICATION. GRANT REPORTS MUST INCLUDE AN ACCOUNTING OF FUNDS EXPENDED AND ENCUMBERED, INCLUDING SUPPORTING DOCUMENTATION. GRANT RECIPIENTS WHO FAIL TO SUBMIT REPORTS OR ACCOUNT FOR THE EXPENSE OF GRANT FUNDS WILL NOT BE ALLOWED TO APPLY FOR FUTURE FUNDING UNTIL THE REPORTING REQUIREMENTS ARE MET. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Kmetz | ||||||||||||||
| Division President Women and Children Services/Trustee Ex-Officio | $0 | $468,815 | $0 | $155,643 | $0 | $119,359 | $0 | $133,230 | $0 | $31,799 | $0 | $908,846 | $0 | $65,800 |
| Ronald C Oliver PhD | ||||||||||||||
| Sys VP Mission & Outreach/Trustee | $0 | $168,082 | $0 | $0 | $0 | $26,752 | $0 | $51,378 | $0 | $55,686 | $0 | $301,899 | $0 | $18,100 |
| Stephen A Williams | ||||||||||||||
| CEO | $0 | $1,108,698 | $0 | $670,607 | $0 | $820,002 | $0 | $108,581 | $0 | $27,353 | $0 | $2,735,241 | $0 | $35,455 |
| Russell F Cox | ||||||||||||||
| President | $0 | $782,057 | $0 | $323,406 | $0 | $266,228 | $0 | $733,119 | $0 | $30,817 | $0 | $2,135,627 | $0 | $102,524 |
| Michael W Gough | ||||||||||||||
| Sys Sr VP CFO | $0 | $642,297 | $0 | $273,025 | $0 | $226,152 | $0 | $531,021 | $0 | $29,787 | $0 | $1,702,282 | $0 | $83,860 |
| Robert B Azar | ||||||||||||||
| Sys VP Chief Legal Officer | $0 | $414,691 | $0 | $137,280 | $0 | $101,531 | $0 | $105,560 | $0 | $11,955 | $0 | $771,016 | $0 | $54,508 |
| Mary Lynn Meyer | ||||||||||||||
| Sys VP and CDO | $118,924 | $219,481 | $128,170 | $0 | $66,324 | $0 | $91,352 | $0 | $16,973 | $0 | $421,743 | $219,481 | $44,412 | $0 |
| Philip Bloyd | ||||||||||||||
| Exec Dir Regional Outreach | $37,800 | $108,960 | $0 | $32,194 | $0 | $2,834 | $0 | $11,296 | $0 | $17,348 | $37,800 | $172,633 | $0 | $0 |
| Leslie Smart | ||||||||||||||
| Exec Dir CHF & Philathropy | $79,159 | $17,638 | $42,994 | $0 | $4,420 | $0 | $93 | $0 | $15,667 | $0 | $142,333 | $17,638 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Discretionary spending account | DISCRETIONARY SPENDING ACCOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR ELIGIBLE NORTON HEALTHCARE EXECUTIVES, EFFECTIVE OCTOBER 1, 2007. NORTON HEALTHCARE PROVIDES BENEFITS TO ITS IDENTIFIED EXECUTIVE STAFF TO PROVIDE A TOTAL COMPENSATION PACKAGE THAT IS COMPETITIVE WITH THE MARKET AND WHICH CONFORMS TO THE PHILOSOPHY AND GUIDELINES SET OUT BY THE BOARD OF TRUSTEES, THROUGH THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS. THROUGH THE DISCRETIONARY SPENDING ACCOUNT POLICY, EXECUTIVES ARE FREE TO CHOOSE WHATEVER BENEFITS THEY FIND MOST USEFUL OR IMPORTANT TO THEM AND NORTON HEALTHCARE DOES NOT REIMBURSE FOR THE COST OF THOSE BENEFITS, AS THEY ARE PART OF THE DISCRETIONARY SPENDING ACCOUNT. THE INTERESTED PERSONS LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2015: Mary Lynn Meyer - 17,500 |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | NORTON HEALTHCARE INC (NHI) EIN 61-1028725 IS THE PARENT ORGANIZATION FOR THE CHILDREN'S HOSPITAL FOUNDATION (CHF) AND THEREFORE ESTABLISHES COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES THROUGH ENGAGING WITH THE EXECUTIVE COMMITTEE OF NHI; AN INDEPENDENT COMPENSATION CONSULTANT; WRITTEN EMPLOYMENT AGREEMENTS; THIRD PARTY COMPENSATION SURVEYS AND APPROVAL BY THE EXECUTIVE COMMITTEE AND BOARD. SEE NARRATIVE IN SCHEDULE O, REFERENCING PART VI, LINE 15 WHICH FURTHER DESCRIBES THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-FLEX BENEFIT PLAN, THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS, AND THE PHYSICIAN DEFERRED PLAN. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Stephen A. Williams - $ 36,519 Russell F. Cox - 525,793 Michael W. Gough - 352,351 Robert Azar - 85,695 Mary Lynn Meyer - 67,681 Ronald Oliver - 23,972 Thomas Kmetz- 106,240 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2015 AND CAN BE COMPRISED OF CURRENT AND OR PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Stephen A. Williams - $ 145,012 Russell F. Cox - 120,308 Michael W. Gough - 93,801 Robert Azar - 62,719 Mary Lynn Meyer - 44,412 Ronald Oliver - 19,968 Thomas Kmetz - 75,229 |
| Schedule J, Part I, Line 7 Non-fixed payments | In 2015, NHI had in place a Variable Compensation Plan for Executives, eligibility under which extended to employees holding a full-time position as Senior Officer, Officer, System Director or other designated Director level position. Under the plan, a variable compensation pool amount is approved by the Board of Trustees. Each participant's performance is evaluated relative to the goals and objectives documented as part of the participant's plan; and an award is determined for the participant, based on achievement of the goals and objectives, subject to the funding of the variable compensation pool. At the end of each year, the Committee on Executive Compensation and Benefits determines an appropriate award for the NHI's President & Chief Executive Officer, and the President & Chief Executive Officer recommends appropriate awards for other senior executives to the Committee on Executive Compensation and Benefits for its review and approval. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $228,247 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded: NUMBER OF CONTRIBUTIONS Real estate - Residential: NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a EMPLOYEES REPORTED ON FORM W-3 | NORTON HEALTHCARE, INC. EIN 61-1028725 IS THE COMMON PAYING AGENT FOR THE CHILDREN'S HOSPITAL FOUNDATION. THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NORTON HEALTHCARE, INC. ON BEHALF OF THE CHILDREN'S HOSPITAL FOUNDATION. THE CHILDREN'S HOSPITAL FOUNDATION HAS APPROXIMATELY 25 EMPLOYEES. |
| Form 990, Part V, Line 1a VENDORS REPORTED ON FORM 1096 | NORTON HEALTHCARE, INC., EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON PROPERTIES, INC., NORTON HEALTHCARE FOUNDATION, INC. AND THE CHILDREN'S HOSPITAL FOUNDATION, INC. THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY NORTON HEALTHCARE, INC. ON BEHALF OF THESE NAMED ENTITIES. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2015 BY THE CHILDREN'S HOSPITAL FOUNDATION, INC. WAS APPROXIMATELY 73. THE CHILDREN'S HOSPITAL FOUNDATION HAD 3 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2015. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | NORTON HEALTHCARE, INC. EIN 61-1028725 IS THE SOLE MEMBER OF THE CHILDREN'S HOSPITAL FOUNDATION, INC. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | According to Section 6.7(B) of the Bylaws of the organization, the Nominating Committee submits a slate of candidates to the Board of Trustees, which, once approved by the Board, is submitted to Norton Healthcare, Inc. for approval. Norton Healthcare, Inc. is not required to elect members to the Board of Trustees from the slate; however, if Norton Healthcare, Inc. does not, the Nominating Committee shall reconvene and, after going through the same process, submit a new slate to Norton Healthcare, Inc. for those candidates not elected. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | According to Article 3 of the Bylaws of the organization, Norton Healthcare, Inc. is the sole member of the organization. Norton Healthcare, Inc. has the power to approve the election of members to the Board of Trustees, and, as sole member of the organization, possesses all other rights conferred upon members pursuant to the Kentucky Nonprofit Corporation Acts. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN ELECTRONIC COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY ON OCTOBER 20, 2016, PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONNAIRE THAT REQUIRES OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLICT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The organization takes all necessary steps to ensure that compensation for all officers, directors and key employees is reasonable and appropriate for the services provided to the organization. The organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHI) engages an outside independent compensation consultant, Integrated Healthcare Strategies (IHS), to provide comparability data for NHI's officers and key employees on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances. In addition, the organization participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. IHS consultants presented and discussed this comparability data in 2014 for the 2015 compensation review and met in 2015 for the 2016 compensation review with the committee of board leadership (now Executive Committee) of the Board of Trustees (Board) The Committee reviewed the executive compensation and benefits program, determined total compensation for the CEO, and approved compensation for other officers and key employees. The Committee reviewed NHI's variable compensation program and determined appropriate awards for performance relative to goals set for the year. After the Committee determined appropriate compensation and benefits for officers and key employees, the Board approved their total compensation. Employment contracts for the CEO, COO, and CFO and key employees are signed, and reviewed as necessary. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See Narrative above for Line 15A |
| Form 990, Part VI, Line 19 Required documents available to the public | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | AFFILIATE TRANSFERS - 642358; CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS - -711598; WRITE-OFF OF PLEDGES DEEMED UNCOLLECTIBLE - -474336; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTON HEALTHCARE INC | ||||||||||
| 224 E BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | 611028725 | PROVIDE ADMINISTRATIVE AND SUPPORT SERVICES | KY | 501(c)(3 | Type II | NA | false |
| NORTON HOSPITALS INC | ||||||||||
| 224 E BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | 610703799 | PROVIDE HOSPITAL SERVICES | KY | 501(c)(3 | 3 | NHI | false |
| COMMUNITY MEDICAL ASSOCIATES INC | ||||||||||
| 224 E BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | 611276316 | OPERATES A NETWORK OF PHYSICIAN PRACTICES | KY | 501(c)(3 | 9 | NHI | false |
| NORTON PROPERTIES INC | ||||||||||
| 224 E BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | 611028724 | MAINTAINS OFFICE AND PARKING FACILITIES | KY | 501(c)(3 | Type I | NHI | false |
| NORTON HEALTHCARE FOUNDATION INC | ||||||||||
| 224 E BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | 310914919 | GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES | KY | 501(c)(3 | 7 | NHI | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (6) | |||||||
| 224 E Broadway 5th floor | Louisville | KY | 40202 | INVESTMENTS | KY | NA | Trust |
| CHARITABLE LEAD TRUST (1) | |||||||
| 224 E Broadway 5th Floor | Louisville | KY | 40202 | INVESTMENTS | KY | NA | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |