KAPIOLANI MEDICAL SPECIALISTS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KAPIOLANI MEDICAL SPECIALISTS (EIN 99-0322406)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201601329349304430
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T21:48:49-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 17TH ST 3300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990322406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kapi'olani Medical Specialists | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA MASUDA-KAM | InCareOfNm |
| Business Name Control | KAPI | BusinessNameControlTxt |
| Phone | 8089838986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MERCHANT STREET 24TH FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL INOUYE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8085357401 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelley Simon | PreparerPersonNm |
| PTIN | P00791436 | PTIN |
| Phone | 7209314000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH NAKAMURA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1319 PUNAHOU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,166,879 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAWAIIPACIFICHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $93,980 | PYContributionsGrantsAmt |
| CY Contributions Grants | $98,920 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,646,296 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,067,537 | CYProgramServiceRevenueAmt |
| PY Investment Income | $331 | PYInvestmentIncomeAmt |
| CY Investment Income | $422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,740,607 | PYTotalRevenueAmt |
| CY Total Revenue | $28,166,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,345,660 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,453,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,682,523 | PYOtherExpensesAmt |
| CY Other Expenses | $8,542,524 | CYOtherExpensesAmt |
| PY Total Expenses | $35,028,183 | PYTotalExpensesAmt |
| CY Total Expenses | $35,995,608 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,287,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,828,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,648,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,783,038 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,005,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,164,159 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $642,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$381,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $29,577,032 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $28,067,537 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $29,577,032 | 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 | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 205 | 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 | false | QuidProQuoContributionsInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA MASUDA-KAM | PersonNm |
| Phone | 8085357355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MERCHANT STREET 24TH FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY GUERRERO MD | |||||||||
| Board of Director | 8.0 | 0.0 | Yes (X) | $37,546 | $0 | $2,909 | |||
| RICHARD KASUYA MD | |||||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEITH MATSUMOTO MD | |||||||||
| Board of Director | 0.2 | 0.2 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH B ROBBINS MD | |||||||||
| Board of Director | 0.2 | 56.0 | Yes (X) | $0 | $732,549 | $237,733 | |||
| MARTHA SMITH | |||||||||
| Board of Director, Chair | 5.0 | 51.0 | Yes (X) | $0 | $579,746 | $146,344 | Yes (X) | ||
| RAYMOND P VARA JR | |||||||||
| Board of Director | 0.2 | 62.0 | Yes (X) | $0 | $1,498,310 | $490,418 | |||
| KENNETH T NAKAMURA MD | |||||||||
| Vice Chair & CMO | 40.0 | 2.0 | $0 | $171,191 | $38,653 | Yes (X) | |||
| JENNIFER JONES | |||||||||
| Director of Operations | 40.0 | 0.0 | $130,025 | $0 | $37,422 | Yes (X) | |||
| DAVID OKABE | |||||||||
| EVP, CFO & Treasurer | 1.0 | 54.4 | $0 | $705,697 | $203,504 | Yes (X) | |||
| GAIL LERCH | |||||||||
| EVP | 1.0 | 54.4 | $0 | $631,229 | $190,572 | Yes (X) | |||
| VIRGINIA PRESSLER-FISHER MD | |||||||||
| EVP | 0.2 | 55.0 | $0 | $607,717 | $84,951 | Yes (X) | |||
| CHARLES R CHING | |||||||||
| EVP, General Counsel & Secreta | 3.0 | 54.5 | $0 | $592,918 | $193,341 | Yes (X) | |||
| STEVEN ROBERTSON | |||||||||
| EVP & CIO | 1.0 | 54.1 | $0 | $628,131 | $196,621 | Yes (X) | |||
| MELINDA ASHTON MD | |||||||||
| SVP & CQO | 1.0 | 49.1 | $0 | $496,019 | $90,378 | Yes (X) | |||
| EARL INOUYE | |||||||||
| VP & System Controller | 1.0 | 50.0 | $0 | $313,526 | $73,411 | Yes (X) | |||
| WARREN CHAIKO | |||||||||
| VP | 1.0 | 51.1 | $0 | $285,289 | $62,569 | Yes (X) | |||
| SUSAN MASUMOTO-NONAKA | |||||||||
| VP | 0.2 | 53.0 | $0 | $288,271 | $67,230 | Yes (X) | |||
| KATIE SHIGEMITSU | |||||||||
| Compliance Officer | 0.2 | 44.0 | $0 | $174,515 | $42,698 | Yes (X) | |||
| DAVID FOX | |||||||||
| Privacy Officer | 1.4 | 38.6 | $0 | $139,351 | $44,937 | Yes (X) | |||
| ALAN ITO | |||||||||
| Information Security Officer | 1.4 | 38.6 | $0 | $103,112 | $15,696 | Yes (X) | |||
| JESSICA LEWIS | |||||||||
| Assistant Corporate Secretary | 2.5 | 37.5 | $0 | $123,094 | $26,184 | Yes (X) | |||
| SIDNEY M JOHNSON MD | |||||||||
| Physician | 40.0 | 0.0 | $735,196 | $0 | $52,497 | Yes (X) | |||
| DEVIN P PUAPONG MD | |||||||||
| Physician | 40.0 | 0.0 | $671,222 | $0 | $50,997 | Yes (X) | |||
| RUSSELL KY WOO MD | |||||||||
| Physician | 40.0 | 0.0 | $637,966 | $0 | $47,430 | Yes (X) | |||
| ROBERT C DURKIN MD | |||||||||
| Physician | 40.0 | 0.0 | $614,806 | $0 | $48,528 | Yes (X) | |||
| WILLIAM ELY BURKHALTER MD | |||||||||
| Physician | 40.0 | 0.0 | $514,540 | $0 | $54,028 | Yes (X) | |||
| Ann Peters | |||||||||
| Former Officer | 0.0 | 0.0 | $0 | $194,292 | $452 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,341,301 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,264,957 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,499,503 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIVERSITY OF HAWAI'I | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 Campus Rd Box 368 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PHYSICIAN SERVICES | ServicesDesc |
| Compensation | $1,496,022 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $98,308 | RelatedOrganizationsAmt |
| All Other Contributions | $612 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $98,920 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $15,613,460 | $15,613,460 |
| SERVICE CONTRACTS | 900099 | $12,454,077 | $12,454,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,067,537 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422 | TotalRevenueColumnAmt |
| Exclusion | $422 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,166,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,067,537 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $422 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,555 | TotalAmt |
| Program Services | $202,555 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,544,428 | TotalAmt |
| Program Services | $21,200,378 | ProgramServicesAmt |
| Management And General | $1,344,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045,728 | TotalAmt |
| Program Services | $1,908,770 | ProgramServicesAmt |
| Management And General | $136,958 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,104 | TotalAmt |
| Program Services | $396,362 | ProgramServicesAmt |
| Management And General | $1,053,742 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,269 | TotalAmt |
| Program Services | $1,125,868 | ProgramServicesAmt |
| Management And General | $84,401 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,195 | TotalAmt |
| Management And General | $146,195 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,539,053 | TotalAmt |
| Program Services | $2,553,855 | ProgramServicesAmt |
| Management And General | $985,198 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595 | TotalAmt |
| Program Services | $1,595 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,522 | TotalAmt |
| Program Services | $251,494 | ProgramServicesAmt |
| Management And General | $23,028 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,779 | TotalAmt |
| Program Services | $750,917 | ProgramServicesAmt |
| Management And General | $19,862 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,673 | TotalAmt |
| Program Services | $1,248 | ProgramServicesAmt |
| Management And General | $7,425 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,302 | TotalAmt |
| Program Services | $141,302 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,514 | TotalAmt |
| Program Services | $982,739 | ProgramServicesAmt |
| Management And General | $29,775 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| CORPORATE ALLOCATION | $2,324,151 | $2,324,151 | |
| OTHER PURCHASES | $97,004 | $43,727 | $53,277 |
| OTHER EXPENSES | $226,022 | $220,064 | $5,958 |
| SPECIFIC PURPOSE EXPENSE | $714 | $714 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,995,608 | TotalAmt |
| Program Services | $29,577,032 | ProgramServicesAmt |
| Management And General | $6,418,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,963 | BOYAmt |
| EOY | $442,787 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,560 | BOYAmt |
| EOY | $1,229,178 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,374 | BOYAmt |
| EOY | $44,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,372,094 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,984,795 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,235 | BOYAmt |
| EOY | $387,299 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,078 | BOYAmt |
| EOY | $2,679,482 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,648,210 | BOYAmt |
| EOY | $4,783,038 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,827,944 | BOYAmt |
| EOY | $3,258,595 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,826 | BOYAmt |
| EOY | $1,905,564 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,005,770 | BOYAmt |
| EOY | $5,164,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,555 | BOYAmt |
| EOY | -$411,903 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,885 | BOYAmt |
| EOY | $30,782 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,440 | BOYAmt |
| EOY | -$381,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,648,210 | BOYAmt |
| EOY | $4,783,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,828,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $6,805,168 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,308 | CurrentTaxYearAmt |
| Total | $511,464 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,775,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,115,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,693,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,646,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,067,537 | CurrentTaxYearAmt |
| Total | $127,298,358 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,887,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,187,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,835,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,738,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,160,845 | CurrentTaxYearAmt |
| Total | $127,809,822 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $726,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $834,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $848,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $935,064 | CurrentTaxYearAmt |
| Total | $4,114,768 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $726,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $834,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $848,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $935,064 | CurrentTaxYearAmt |
| Total | $4,114,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $123,695,054 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $422 | CurrentTaxYearAmt |
| Total | $10,340 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $422 | CurrentTaxYearAmt |
| Total | $10,340 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,891,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,190,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,838,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,739,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,161,267 | CurrentTaxYearAmt |
| Total | $127,820,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96773 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97360 | PublicSupportPY509Pct |
| Investment Income CY | 0.00008 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00012 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $95,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,702 | DepreciationAmt |
| Book Value | $59,993 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $906,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $770,651 | DepreciationAmt |
| Book Value | $135,362 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,370,386 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,178,442 | DepreciationAmt |
| Book Value | $191,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $387,299 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| VARIOUS DEFERRED CHARGES | $131,822 |
| OTHER RECEIVABLES | $373,795 |
| LIFE INSURANCE - CSV | $905,730 |
| GOVERNMENT AGENCIES | $105,137 |
| HPHRI | $34,818 |
| WILCOX MEMORIAL HOSPITAL | $20,322 |
| KHF & SF | $78,142 |
| PROVIDERS INSURANCE COMPANY | $11,273 |
| KAPI'OLANI MEDICAL CENTER | $736,108 |
| HHP | $282,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,679,482 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM LIAB - 457B | $72,716 |
| LONG TERM LIAB - ESCHEAT LIAB | $35,212 |
| LONG TERM LIAB - CAPITAL ACCUM | $45,507 |
| LONG TERM LIAB - MCGF INS ADV | $501,882 |
| HAWAI'I PACIFIC HEALTH | $1,171,693 |
| PALI MOMI MEDICAL CENTER | $32,368 |
| STRAUB CLINIC & HOSPITAL | $45,077 |
| PALI MOMI FOUNDATION | $100 |
| WILCOX HEALTH FOUNDATION | $12 |
| HPHPI & HICORD | $49 |
| KAUI MEDICAL CLINIC | $948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,905,564 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH T NAKAMURA MD | ||||||||||||||
| Vice Chair & CMO | $0 | $127,820 | $0 | $21,052 | $0 | $22,319 | $0 | $26,554 | $0 | $12,099 | $0 | $209,844 | $0 | $14,914 |
| KENNETH B ROBBINS MD | ||||||||||||||
| Board of Director | $0 | $431,271 | $0 | $116,774 | $0 | $184,504 | $0 | $224,330 | $0 | $13,403 | $0 | $970,282 | $0 | $167,154 |
| MARTHA SMITH | ||||||||||||||
| Board of Director, Chair | $0 | $350,933 | $0 | $138,673 | $0 | $90,140 | $0 | $130,725 | $0 | $15,619 | $0 | $726,090 | $0 | $84,857 |
| RAYMOND P VARA JR | ||||||||||||||
| Board of Director | $0 | $833,937 | $0 | $356,878 | $0 | $307,495 | $0 | $469,840 | $0 | $20,578 | $0 | $1,988,728 | $0 | $280,473 |
| JENNIFER JONES | ||||||||||||||
| Director of Operations | $120,036 | $0 | $9,989 | $0 | $0 | $0 | $15,443 | $0 | $21,979 | $0 | $167,447 | $0 | $0 | $0 |
| DAVID OKABE | ||||||||||||||
| EVP, CFO & Treasurer | $0 | $437,387 | $0 | $143,234 | $0 | $125,076 | $0 | $189,185 | $0 | $14,319 | $0 | $909,201 | $0 | $103,792 |
| GAIL LERCH | ||||||||||||||
| EVP | $0 | $357,550 | $0 | $131,651 | $0 | $142,028 | $0 | $181,485 | $0 | $9,087 | $0 | $821,801 | $0 | $129,755 |
| VIRGINIA PRESSLER-FISHER MD | ||||||||||||||
| EVP | $0 | $339,093 | $0 | $91,944 | $0 | $176,680 | $0 | $64,598 | $0 | $20,353 | $0 | $692,668 | $0 | $148,690 |
| CHARLES R CHING | ||||||||||||||
| EVP, General Counsel & Secreta | $0 | $328,714 | $0 | $124,147 | $0 | $140,057 | $0 | $172,988 | $0 | $20,353 | $0 | $786,259 | $0 | $113,586 |
| STEVEN ROBERTSON | ||||||||||||||
| EVP & CIO | $0 | $355,651 | $0 | $96,346 | $0 | $176,134 | $0 | $181,802 | $0 | $14,819 | $0 | $824,752 | $0 | $157,407 |
| MELINDA ASHTON MD | ||||||||||||||
| SVP & CQO | $0 | $338,068 | $0 | $82,075 | $0 | $75,876 | $0 | $76,376 | $0 | $14,002 | $0 | $586,397 | $0 | $59,157 |
| EARL INOUYE | ||||||||||||||
| VP & System Controller | $0 | $240,794 | $0 | $37,723 | $0 | $35,009 | $0 | $54,638 | $0 | $18,773 | $0 | $386,937 | $0 | $24,285 |
| WARREN CHAIKO | ||||||||||||||
| VP | $0 | $219,272 | $0 | $36,592 | $0 | $29,425 | $0 | $40,815 | $0 | $21,754 | $0 | $347,858 | $0 | $20,240 |
| SUSAN MASUMOTO-NONAKA | ||||||||||||||
| VP | $0 | $211,473 | $0 | $44,037 | $0 | $32,761 | $0 | $52,631 | $0 | $14,599 | $0 | $355,501 | $0 | $17,148 |
| KATIE SHIGEMITSU | ||||||||||||||
| Compliance Officer | $0 | $172,613 | $0 | $0 | $0 | $1,902 | $0 | $28,639 | $0 | $14,059 | $0 | $217,213 | $0 | $0 |
| DAVID FOX | ||||||||||||||
| Privacy Officer | $0 | $138,982 | $0 | $0 | $0 | $369 | $0 | $24,204 | $0 | $20,733 | $0 | $184,288 | $0 | $0 |
| SIDNEY M JOHNSON MD | ||||||||||||||
| Physician | $556,677 | $0 | $0 | $0 | $178,519 | $0 | $29,887 | $0 | $22,610 | $0 | $787,693 | $0 | $0 | $0 |
| DEVIN P PUAPONG MD | ||||||||||||||
| Physician | $478,318 | $0 | $0 | $0 | $192,904 | $0 | $29,887 | $0 | $21,110 | $0 | $722,219 | $0 | $0 | $0 |
| RUSSELL KY WOO MD | ||||||||||||||
| Physician | $478,318 | $0 | $0 | $0 | $159,648 | $0 | $29,887 | $0 | $17,543 | $0 | $685,396 | $0 | $0 | $0 |
| ROBERT C DURKIN MD | ||||||||||||||
| Physician | $437,432 | $0 | $0 | $0 | $177,374 | $0 | $29,887 | $0 | $18,641 | $0 | $663,334 | $0 | $0 | $0 |
| WILLIAM ELY BURKHALTER MD | ||||||||||||||
| Physician | $437,456 | $0 | $0 | $0 | $77,084 | $0 | $35,387 | $0 | $18,641 | $0 | $568,568 | $0 | $0 | $0 |
| Ann Peters | ||||||||||||||
| Former Officer | $0 | $4,997 | $0 | $0 | $0 | $189,295 | $0 | $452 | $0 | $0 | $0 | $194,744 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, HAWAI'I PACIFIC HEALTH ('HPH'), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O FORM 990 PART VI, LINE 15A FOR THE PROCESS USED BY HPH TO DETERMINE COMPENSATION. |
| FORM 990, SCHEDULE J, PART I, LINE 4A | SEVERANCE PAY THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: Ann Peters - $189,495 |
| FORM 990, SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN THE RESTORATION PLAN WAS DESIGNED TO RESTORE BENEFITS THAT ARE LOST DUE TO LIMITS IMPOSED BY SECTIONS 401 AND 415 OF THE INTERNAL REVENUE CODE ON COMPENSATION CONSIDERED UNDER SUCH PLANS. THE CAPITAL ACCUMULATION ACCOUNT (CAA) IS A SECTION 457(F) PROGRAM THAT WAS PREVIOUSLY AFFORDED TO EXECUTIVE OFFICERS OF THE ORGANIZATION TO PROVIDE BENEFITS ON A TAX DEFERRED BASIS. AMOUNTS PAID OUT DURING THE YEAR BY RELATED ORGANIZATION: KENNETH T. NAKAMURA - $4,388 KENNETH B. ROBBINS, MD - $76,808 MARTHA SMITH - $33,021 RAYMOND P. VARA JR - $127,035 DAVID OKABE - $44,675 GAIL LERCH - $48,092 VIRGINIA PRESSLER-FISHER, MD - $61,709 CHARLES R. CHING - $54,619 STEVEN ROBERTSON - $52,522 MELINDA ASHTON - $23,120 EARL INOUYE - $5,423 WARREN CHAIKO - $1,944 SUSAN MASUMOTO-NONAKA - $130 LONG TERM INCENTIVE PLAN THE LONG TERM INCENTIVE PLAN IS AFFORDED TO EXECUTIVES BASED ON ANNUAL AND LONG TERM SYSTEM GOALS THAT ARE NOT BASED ON A PERCENTAGE OF NET EARNINGS. AMOUNTS PAID OUT DURING THE YEAR BY RELATED ORGANIZATION: KENNETH T. NAKAMURA - $21,052 KENNETH B. ROBBINS, MD - $116,774 MARTHA SMITH - $103,673 RAYMOND P. VARA JR - $306,878 DAVID OKABE - $118,234 GAIL LERCH - $96,651 VIRGINIA PRESSLER-FISHER, MD - $91,944 CHARLES R. CHING - $89,147 STEVEN ROBERTSON - $96,346 MELINDA ASHTON - $72,075 EARL INOUYE - $37,723 WARREN CHAIKO - $36,592 SUSAN MASUMOTO-NONAKA - $34,037 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE I | ORGANIZATION'S MISSION Kapi'olani medical specialists, an affiliate of hawai'i pacific health, is a specialty physician group that serves women and children through academics, research and clinical care, in partnership with kapi'olani medical center for women & children. |
| FORM 990, PART III, LINE I | MISSION STATEMENT Kapi'olani medical specialists is a specialty physician group dedicated to providing world-class care for hawai'i's women and children through academics, research and clinical care. Working in partnership with kapi'olani medical center for women & children, the group's mission is caring for the community through medical and academic excellence. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS Kapi'olani medical specialists has over 120 pediatric specialists and sub-specialists in pediatric intensive care, neonatology, pediatric rheumatology, psychiatry/counseling, behavioral health services, medical genetics, gynecology-oncology, pediatric hematology-oncology, research, pediatric hospitalists, adult hospitalists (internal medicine), pediatric surgery, pediatric urology, pediatric orthopedics, pediatric endocrinology, pediatric neurology and sports medicine, pediatric gastroenterology, pediatric sedation, pediatric nephrology, neurosurgery, otolaryngology, adolescent medicine, and palliative care. In fiscal year 2015, kapi'olani medical specialists had 65,674 patient visits. Kapi'olani medical specialists allies with the university of hawai'i john a. Burns school of medicine, in adherence to its core values of world-class health care, physician training, and medical research. This partnership provides a unique academic affiliation for hawai'i pacific health and furthers its commitment to effective health care through medical research and by training tomorrow's health care providers. Kapi'olani medical specialists has developed a variety of ways to identify and meet the unique health care needs of hawai'i's women and children. Kapi'olani medical specialists recruits physicians from throughout the nation who desire employment in a group practice setting with hawai'i's leading pediatric hospital, especially sub-specialists in short supply, yet high demand. Kapi'olani medical specialists doctors provide essential services at other hospitals in the state of hawai'i, i.e., neonatal services at the queen's medical center, clinics at tripler army medical center, and specialty services at kaiser pemanente locations. Additionally, they provide patient care at outreach clinics and community health centers throughout hawai'i, promote lesser-known services to patients with special needs, provide health education on the neighbor islands and health care training to the community and other providers, and serve as medical directors on various community boards. Caring for the underserved, a long-standing tradition of academic medical centers throughout the nation, continues to be a major focus of kapi'olani medical specialists. In fiscal year 2015, the group provided $2,845,964 in medical care to patients who were uninsured or unable to pay for their care. |
| FORM 990, PART VI, LINE 6 | MEMBERS/STOCKHOLDERS AND THEIR RIGHTS HAWAI'I PACIFIC HEALTH IS THE SOLE MEMBER WHO HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE WITH THE RIGHT TO APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS HAWAI'I PACIFIC HEALTH IS THE SOLE MEMBER AND HAS THE POWER TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, LINE 7B | DESCR CLASSES OF PERSONS, DECISIONS REQ APPR & TYPE OF VOTING RIGHTS HAWAI'I PACIFIC HEALTH, AS MEMBER, HAS THE FOLLOWING RESERVED POWERS: (I) NOMINATE CANDIDATES TO THE BOARD FOR THE FOLLOWING POSITIONS: THE CHIEF MEDICAL OFFICER, DIRECTOR OF OPERATIONS, TREASURER, SECRETARY, EXEC VP / CFO, OTHER EXECUTIVE VPS, SENIOR VP, ASST. SECRETARIES, AND ALL VPS EXCEPT THE OPERATING UNIT VPS, AS SUCH TERMS ARE DEFINED IN THESE BYLAWS; (II) DELEGATE MANAGEMENT AUTHORITIES FROM THE BOARD TO OFFICERS OR COMMITTEES OF THE CORP IN ACCORDANCE WITH A DELEGATED AUTHORITIES MATRIX ADOPTED BY THE MEMBER BOARD; (III) AMEND THESE BYLAWS; (IV) THE CORP'S PARTICIPATION IN ALL LONG TERM FINANCING TRANSACTIONS WHICH ARE IN EXCESS OF 1 YEAR AND/OR FOR $1,000,000 OR MORE; (V) SELECT BANKS, TRUST COMPANIES, OR OTHER DEPOSITORIES TO WHICH THE CORPORATION'S FUNDS SHALL BE DEPOSITED; (VI) DIRECT, MANAGE AND CONTROL THE CUSTODY, THE ADVISORY SERVICE AND ASSET MANAGEMENT OF THE FINANCIAL ASSETS OF THE CORPORATION; (VII) EFFECT INTER-CORPORATE TRANSFERS BY AND BETWEEN THE CORP AND ANY AFFILIATE; (VIII) DEVELOP AND IMPLEMENT THE GENERAL POLICIES REGARDING THE CORPORATION'S PHYSICIAN AND EXECUTIVE COMPENSATION AND BENEFIT PLANS; (IX) FORM A NEW CORP, LIMITED LIABILITY COMPANY, OR PARTNERSHIP OR OTHER ORGANIZATION THAT IS OWNED SOLELY BY THE CORP; (X) EXCEPT AS PROVIDED IN SECTION 3.2(C) OF THE BYLAWS OR AS REQUIRED BY THE LAWS OF THE STATE OF HAWAII, SELL, LEASE OR OTHERWISE TRANSFER 50% OR MORE OF THE THEN CURRENT AMOUNT, AS REPORTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OF THE TOTAL ASSETS HELD BY THE CORP; (XI) EXCEPT AS PROVIDED IN SECTION 3.2(C) OF THE BYLAWS OR AS REQUIRED BY THE LAWS OF THE STATE OF HAWAII, SELL, LEASE OR TRANSFER OF OPERATIONS OR ACTIVITIES OF THE CORP WHICH GENERATE 50% OR MORE OF THE TOTAL NET REVENUES, AS REPORTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OF THE CORP DURING THE PRIOR FISCAL YEAR; (XII) CLOSE THE CLINICAL FACILITIES OWNED AND OPERATED BY THE CORP; PROVIDED THAT AFTER THE EFFECTIVE DATE OF THESE BYLAWS, ANY ELIMINATION OF A CLINICAL SERVICE PROVIDED BY THE CORP MUST ALSO BE APPROVED BY THE BOARD; (XIII) CONVERT THE CLINICAL FACILITIES OWNED AND OPERATED BY THE CORP INTO A FACILITY NO LONGER OFFERING MEDICAL SERVICES; PROVIDED THAT AFTER THE EFFECTIVE DATE OF THESE BYLAWS, ANY ELIMINATION OF A CLINICAL SERVICE PROVIDED BY THE CORP MUST ALSO BE APPROVED BY THE BOARD; (XIV) AFTER CONSULTING WITH THE BOARD, REMOVE THE CHIEF MEDICAL OFFICER, DIRECTOR OF OPERATIONS, EXECUTIVE VP / CFO, TREASURER, SECRETARY, OTHER EXECUTIVE VPS, SENIOR VPS, ASST SECRETARIES, AND ALL VPS EXCEPT THE OPERATING UNIT VPS; PROVIDED, HOWEVER, THAT TO REMOVE OR TERMINATE THE CHIEF MEDICAL OFFICER WILL REQUIRE THE CHIEF MEDICAL OFFICER OF THE MEMBER TO FULLY COLLABORATE AND CONSULT WITH THE BOARD AND SEEK THE BOARD'S ADVANCE CONSENT FOR SUCH REMOVAL OR TERMINATION. IF THE BOARD DOES NOT CONCUR WITH THE PROPOSED REMOVAL OR TERMINATION OF THE CHIEF MEDICAL OFFICER, SUCH REMOVAL OR TERMINATION WILL REQUIRE THE APPROVAL OF A MAJORITY OF THE MEMBERS ON THE MEMBER BOARD; (XV) AFTER CONSULTING WITH THE BOARD, DEVELOP AND PROMULGATE THE CORP GOALS AND THE LONG RANGE AND STRATEGIC PLANS OF THE CORP; AND (XVI) AFTER CONSULTING WITH THE BOARD, DEVELOP AND IMPLEMENT THE ANNUAL CAPITAL, OPERATING, AND CASH FLOW BUDGETS. IN ADDITION, DECISIONS OF THE GOVERNING BODY REQUIRING THE APPROVAL OF HAWAII PACIFIC HEALTH, AS MEMBER, INCLUDE: (I) ADD ANY DIRECTOR TO THE BOARD; (II) REMOVE ANY DIRECTOR FROM THE BOARD; (III) AMEND THE ARTICLES; (IV) ENTER INTO ANY UNBUDGETED CONTRACTS ON BEHALF OF THE CORPORATION WHICH REQUIRE ANNUAL PAYMENTS ON BEHALF OF THE CORP EXCEEDING $1,000,000 IN VALUE; (V) ACQUIRE ASSETS WORTH OVER $1,000,000; (VI) ACQUIRE SHARES IN ANOTHER CORP; (VII) SELL, LEASE OR OTHERWISE TRANSFER 50% OR MORE OF THE THEN CURRENT AMOUNT, AS REPORTED UNDER THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OF THE TOTAL ASSETS HELD BY THE CORP; (VIII) SELL, LEASE, EXCHANGE OR DISPOSE OF 50% OR MORE OF THE PROPERTY AND ASSETS HELD BY THE CORPORATION; (IX) SELL, LEASE OR TRANSFER OF OPERATIONS OR ACTIVITIES OF THE CORPORATION WHICH GENERATE 50% OR MORE OF THE TOTAL NET REVENUES, AS REPORTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OF THE CORPORATION DURING THE PRIOR FISCAL YEAR; (X) MERGE THE CORPORATION WITH ANY ENTITY; (XI) DISSOLVE OR LIQUIDATE THE CORPORATION; (XII) ISSUE THE CORPORATION'S MEMBERSHIP TO ANY OTHER THAN THE MEMBER; (XIII) FORM A JOINT VENTURE OR OTHER BUSINESS RELATIONSHIP (OTHER THAN THE ORDINARY COURSE OF BUSINESS CONTRACTS) BETWEEN THE CORP AND ANY PERSON OR ENTITY; AND (XIV) DEVELOP A NEW LINE OF BUSINESS |
| FORM 990, PART VI, LINE 11B | REVIEW OF THE 990S BY THE ORGANIZATION'S GOVERNING BODY VARIOUS SCHEDULES OF THE 990'S ARE PREPARED PRIMARILY BY STAFF WITHIN THE ACCOUNTING AREA OF THE ORGANIZATION WORKING WITH VARIOUS OTHER AREAS OF THE ORGANIZATION SUCH AS MANAGEMENT OF THE OPERATING UNITS, HR, LEGAL, ETC. DISCLOSURE NARRATIVES ARE WRITTEN AND COMPILED INTERNALLY BASED ON INPUT AND DISCUSSION WITH FINANCIAL ANALYSTS AND THE CHIEF OPERATING OFFICER / EXECUTIVE DIRECTOR OF THE REPORTING ENTITY. THE CHIEF OPERATING OFFICER / EXECUTIVE DIRECTOR OF EACH REPORTING ENTITY REVIEWS AND APPROVES THE DISCLOSURE NARRATIVES WHICH DESCRIBES THE MISSION / PURPOSE AND PROGRAM ACCOMPLISHMENTS OF THEIR ORGANIZATION. SENIOR MANAGEMENT OF THE HEALTH CARE SYSTEM REVIEWS THE 990'S OF EACH FILLING ORGANIZATION WITHIN THE HEALTH CARE SYSTEM. ONCE SENIOR MANAGEMENT HAS COMPLETED ITS REVIEW, THE 990'S ARE THEN PROVIDED TO THE GOVERNANCE AND NOMINATING COMMITTEE OF THE HEALTH CARE SYSTEM'S BOARD OF DIRECTORS FOR THEIR REVIEW. THE GOVERNANCE AND NOMINATING COMMITTEE OF THE PARENT'S ENTITY (HPH) BOARD PROVIDES OVERSIGHT FOR THE 990 REPORTING AND REVIEWS THE 990'S FOR EACH ENTITY PRIOR TO FILING. IN ADDITION, THE 990 FOR EACH ENTITY IS MADE AVAILABLE TO THE HPH BOARD OF DIRECTORS THROUGH A BOARD PORTAL FOR REVIEW PRIOR TO THE FILING OF THE 990. COPIES OF THE 990S ARE MADE AVAILABLE TO THE BOARD MEMBERS OF EACH SUBSIDIARY UNIT OF HPH AND ARE PHYSICALLY LOCATED AT EACH FACILITY'S SITE FOR THE BOARD MEMBER TO REVIEW PRIOR TO FILING. THE 990'S WILL BE POSTED TO HPH'S WEB SITE FOR PUBLIC ACCESS AFTER THE FILING OF THE RETURNS WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | Description of process to monitor transaction for conflicts of interest Annually, each director, officer, key employee and member of a committee with board delegated powers shall annually sign a statement which affirms that such person: - received a copy of the conflict of interest ('coi') policy; - has read and understand the policy; - agrees to comply with the policy; and - understands that the organization is a charitable organization and that in order to maintain its federal tax exemption, the organization must engage primarily in activities which accomplish one or more of its tax-exempt purposes. The in-house legal department distributes the statement request and reviews the coi statements returned. Identified conflicts of interest are presented to the board for review, deliberation and confirmation / refutation that a conflict of interest exists. If a conflict of interest has been found, the individual may address the board and explain the transaction or arrangement causing the conflict. After the presentation, the individual is excused from the meeting and shall not participate with any discussion or vote on matters pertaining to the transaction or arrangement. In meetings where application of the coi policy occurs, the meeting minutes include nature of the financial interest / conflict, name(s) of the person(s) with the potential or actual conflict, any action taken to assist in the determination of whether a conflict existed, including any discussion of alternative arrangements, the board's decision(s) regarding the conflict and names of person present in the discussion and votes relating to the transaction or arrangement. |
| FORM 990, PART VI, LINES 15A & 15B | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN COMPENSATION FOR HPH EXECUTIVES (VP AND ABOVE) IS SET BY THE INDEPENDENT BOARD MEMBERS WHO ARE MEMBERS OF THE HPH COMPENSATION COMMITTEE. ON AN ANNUAL BASIS THE HPH BOARD CHAIRPERSON (WHO IS INDEPENDENT) SELECTS A NEUTRAL THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO REVIEW THE EXECUTIVE'S COMPENSATION AND BENEFITS. THE CONSULTANT PROVIDES A WRITTEN REPORT TO THE COMPENSATION COMMITTEE AT ITS ANNUAL MEETING. INCLUDED IN THE REPORT IS MARKET BASED DATA FROM LIKE ORGANIZATIONS. THE COMPENSATION COMMITTEE MAKES FINAL DECISIONS REGARDING COMPENSATION AND BENEFITS AT THE MEETING AFTER REVIEW AND DISCUSSION OF THE CONSULTANT'S REPORT. COMMUNITY BASED DIRECTORS OF THE ORGANIZATION ARE NOT COMPENSATED. CERTAIN EMPLOYED PHYSICIANS MAY BE OFFICERS OR AN IDENTIFIED KEY EMPLOYEE OF THE REPORTING OR RELATED ORGANIZATION. PHYSICIAN COMPENSATION IS ALSO HANDLED IN THE SAME MANNER AS EXECUTIVE COMPENSATION, WITH THE HPH COMPENSATION COMMITTEE RECEIVING A REPORT FROM A NEUTRAL CONSULTANT AND FOLLOWING THE SAME PROCESS AS DESCRIBED ABOVE ON AN ANNUAL BASIS. THIS PROCESS WAS LAST COMPLETED ON FEBRUARY 17, 2015 TO REVIEW PHYSICIAN COMPENSATION AND ON AUGUST 26, 2015 TO REVIEW EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, LINE 19 | DISCLOSURE OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FINANCIAL STMTS THE CONFLICT OF INTEREST POLICY AND STANDARDS OF CONDUCT ARE AVAILABLE ON THE HAWAI'I PACIFIC HEALTH WEBSITE. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE HAWAI'I PACIFIC HEALTH WEBSITE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES $6,805,168 - EQUITY TRANSFER WITH HPH |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HAWAI'I PACIFIC HEALTH | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990246363 | HOLDING CO. | HI | 501(c)(3) | 11b-TYPE II | NA | false |
| KAPI'OLANI MEDICAL CENTER WMN & CHILDREN | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990177350 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| KAPI'OLANI HEALTH FOUNDATION | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990246364 | FUNDRAISING | HI | 501(c)(3) | 7 | NA | Yes (true) |
| PALI MOMI MEDICAL CENTER | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990274038 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| WILCOX MEMORIAL HOSPITAL | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990074365 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| KAUA'I MEDICAL CLINIC | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990326099 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| WILCOX HEALTH FOUNDATION | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990204242 | FUNDRAISING | HI | 501(c)(3) | 7 | NA | Yes (true) |
| STRAUB CLINIC & HOSPITAL | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 912151670 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| STRAUB FOUNDATION | ||||||||||
| 55 MERCHANT STREET 26TH FLOOR | HONOLULU | HI | 96813 | 990109350 | FUNDRAISING | HI | 501(c)(3) | 7 | NA | Yes (true) |
| PROVIDERS INSURANCE CORPORATION | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 710893000 | NFP INSURANCE | HI | 501(c)(3) | 11b-TYPE II | NA | Yes (true) |
| PALI MOMI FOUNDATION | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 383840327 | FUNDRAISING | HI | 501(c)(3) | 7 | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASC PACIFIC VENTURES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AMBU. SURG. C | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| HAWAI'I PACIFIC HEALTH PARTNERS INC | ||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990318588 | HOLDING COMPAny | HI | NA | C Corp |
| STRAUB PHARMACY INC | ||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990145107 | INACTIVE | HI | NA | C CORP |
| HICORD INC | ||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 990251496 | INVESTMENT | HI | NA | C CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAPI'OLANI MEDICAL CNTR FOR WOMEN & CHILDREN | ||
| q | $123,932 | FMV |
| KAPI'OLANI MEDICAL CNTR FOR WOMEN & CHILDREN | ||
| p | $8,243,142 | FMV |
| KAPI'OLANI MEDICAL CNTR FOR WOMEN & CHILDREN | ||
| r | $277,549 | FMV |
| PROVIDERS INSURANCE CORPORATION | ||
| r | $1,090,775 | FMV |
| KAPI'OLANI HEALTH FOUNDATION | ||
| c | $98,308 | FMV |
| STRAUB CLINIC & HOSPITAL | ||
| s | $123,854 | FMV |
| STRAUB CLINIC & HOSPITAL | ||
| p | $54,535 | FMV |
| Hawaii Pacific Health | ||
| r | $282,335 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III | FormAndLineReferenceDesc |
| Explanation | RELATED ORG. TAXABLE AS PARTNERSHIP ASC PACIFIC VENTURES, LLC EIN: 27-0540034 ADDRESS: 3000 RIVERCHASE GALLERIA, STE 500 BIRMINGHAM, AL 35244 | ExplanationTxt |