KAPIOLANI HEALTH FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KAPIOLANI HEALTH FOUNDATION (EIN 99-0246364)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201631329349304603
- 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
- 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 | 2016-05-11T21:48:59-05:00 | 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 | 990246364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kapi'olani Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN HO | InCareOfNm |
| Business Name Control | KAPI | BusinessNameControlTxt |
| Phone | 8085357100 | 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 | Thomas Mundell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Merchant Street 26TH floor | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,717,644 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kapiolanigift.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH OF HAWAI'I'S PEOPLE THROUGH FUNDING OF MEDICAL THROUGH FUNDING OF MEDICAL CARE, EQUIPMENT, HEALTH EDUCATION and research at KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,440,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,483,583 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,395,378 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,229,277 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,467 | PYOtherRevenueAmt |
| CY Other Revenue | $9,483 | CYOtherRevenueAmt |
| PY Total Revenue | $13,844,314 | PYTotalRevenueAmt |
| CY Total Revenue | $5,722,343 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,783,592 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,020,966 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $62,022 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $114,348 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,149,095 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,031,792 | PYOtherExpensesAmt |
| CY Other Expenses | $2,780,232 | CYOtherExpensesAmt |
| PY Total Expenses | $5,877,406 | PYTotalExpensesAmt |
| CY Total Expenses | $4,915,546 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,966,908 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $806,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,478,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,652,469 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,060,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,686,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,418,345 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,965,687 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE HEALTH OF HAWAI'I'S PEOPLE THROUGH FUNDING OF MEDICAL CARE, EQUIPMENT, HEALTH EDUCATION AND RESEARCH AT KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,515,362 | ExpenseAmt |
| Grant | $2,020,966 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $2,515,362 | 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 | Yes (true) | 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 | false | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | 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 | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | false | 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 | ANN HO | PersonNm |
| Phone | 8085272520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MECHANT STREET 24TH FLOOR | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| JEFFREY A ARCE | |||||||
| Board of Director, Chair | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SACHI BRADEN | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MEREDITH CHING | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY W DEY | |||||||
| Board of Director, Vice Chair | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARA DUDGEON | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE GAMBETTA | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIM HEHIR | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE HO | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID HUDSON | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KOSASA MD | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LORI L MCCARNEY | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARCUS MERNER | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RALPH MESICK | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MUNDELL | |||||||
| President | 3.0 | 52.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRED M NOA | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL O'MALLEY ESQ | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALANA PAKKALA | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANGELA PRATT | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ABELINA SHAW | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA W SHEEHAN | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND P VARA JR | |||||||
| Board of Director | 0.2 | 59.2 | Yes (X) | $0 | $1,498,310 | $490,418 | |
| EILEEN WACKER | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GREGORY K YIM MD | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT T FUJIOKA | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN C WALKER JR | |||||||
| Board of Director | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA PRESSLER-FISHER MD | |||||||
| Board of Director, VP | 1.0 | 54.1 | Yes (X) | Yes (X) | $0 | $607,717 | $84,951 |
| MICHAEL ROBINSON | |||||||
| President | 0.2 | 50.0 | Yes (X) | $0 | $211,492 | $24,475 | |
| DAVID OKABE | |||||||
| Treasurer | 0.1 | 55.3 | Yes (X) | $0 | $705,697 | $203,504 | |
| EARL INOUYE | |||||||
| Assistant Treasurer | 0.2 | 50.8 | Yes (X) | $0 | $313,526 | $73,411 | |
| CHARLES R CHING | |||||||
| Secretary | 0.1 | 57.4 | Yes (X) | $0 | $592,918 | $193,341 | |
| JESSICA LEWIS | |||||||
| Assistant Secretary | 1.0 | 39.0 | Yes (X) | $0 | $123,094 | $26,184 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,052,754 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,096,284 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,570 | FundraisingAmt |
| All Other Contributions | $3,481,013 | AllOtherContributionsAmt |
| Noncash Contributions | $525,559 | NoncashContributionsAmt |
| Total Contributions | $3,483,583 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,072,788 | TotalRevenueColumnAmt |
| Exclusion | $1,072,788 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,128,604 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,972,115 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,156,489 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,156,489 | TotalRevenueColumnAmt |
| Exclusion | $1,156,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,181 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,570 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,186 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,995 | TotalRevenueColumnAmt |
| Exclusion | $8,995 | ExclusionAmt |
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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER REVENUE | Desc |
| Total Revenue Column | $488 | TotalRevenueColumnAmt |
| Exclusion | $488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $488 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,722,343 | TotalRevenueColumnAmt |
| Exclusion | $2,238,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,020,966 | TotalAmt |
| Program Services | $2,020,966 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $4,414 | TotalAmt |
| Management And General | $4,414 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975 | TotalAmt |
| Fundraising | $975 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,348 | TotalAmt |
| Fundraising | $114,348 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,236 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $237,236 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,154 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $452,270 | ManagementAndGeneralAmt |
| Fundraising | $663,884 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,294 | TotalAmt |
| Management And General | $44 | ManagementAndGeneralAmt |
| Fundraising | $68,250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,600 | TotalAmt |
| Management And General | $32,646 | ManagementAndGeneralAmt |
| Fundraising | $41,954 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,022 | TotalAmt |
| Fundraising | $47,022 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,259 | TotalAmt |
| Fundraising | $90,259 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,047 | TotalAmt |
| Management And General | $2,717 | ManagementAndGeneralAmt |
| Fundraising | $26,330 | FundraisingAmt |
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 | $3,983 | TotalAmt |
| Management And General | $399 | ManagementAndGeneralAmt |
| Fundraising | $3,584 | FundraisingAmt |
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 | $10,244 | TotalAmt |
| Fundraising | $10,244 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,283 | TotalAmt |
| Management And General | $13,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENDITURES | $494,396 | $494,396 | ||
| CORPORATE ALLOCATION | $505,321 | $505,321 | ||
| OTHER PURCHASES | $81,443 | $2,581 | $78,862 | |
| OTHER EXPENSES | $3,561 | $178 | $3,383 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,915,546 | TotalAmt |
| Program Services | $2,515,362 | ProgramServicesAmt |
| Management And General | $1,251,089 | ManagementAndGeneralAmt |
| Fundraising | $1,149,095 | 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 | $8,186,528 | BOYAmt |
| EOY | $10,618,497 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,317,708 | BOYAmt |
| EOY | $11,786,857 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,793 | BOYAmt |
| EOY | $851,515 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $361,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $328,180 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,628 | BOYAmt |
| EOY | $33,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,818,345 | BOYAmt |
| EOY | $35,089,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,133,078 | BOYAmt |
| EOY | $27,895,498 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,448 | BOYAmt |
| EOY | $2,218,318 | 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 | $22,928 | BOYAmt |
| EOY | $158,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,478,456 | BOYAmt |
| EOY | $88,652,469 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,233 | BOYAmt |
| EOY | $120,068 | 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 | $163,199 | BOYAmt |
| EOY | $160,722 | 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 | $1,609,679 | BOYAmt |
| EOY | $1,405,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,060,111 | BOYAmt |
| EOY | $1,686,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,086,661 | BOYAmt |
| EOY | $46,687,688 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,145,177 | BOYAmt |
| EOY | $37,989,063 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,507 | BOYAmt |
| EOY | $2,288,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,418,345 | BOYAmt |
| EOY | $86,965,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,478,456 | BOYAmt |
| EOY | $88,652,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $806,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,138,810 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$120,645 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,992,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,081,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,104,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,440,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,483,583 | CurrentTaxYearAmt |
| Total | $41,102,151 | 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 | $5,992,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,081,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,104,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,440,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,483,583 | CurrentTaxYearAmt |
| Total | $41,102,151 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,400,000 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,702,151 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,161,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $896,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $945,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,007,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,072,788 | CurrentTaxYearAmt |
| Total | $5,083,601 | 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 Minus2 Years | $571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488 | CurrentTaxYearAmt |
| Total | $1,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,187,502 | TotalSupportAmt |
| Public Support CY170 | 0.70803 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,635,843 | BeginningYearBalanceAmt |
| Contributions | $102,429 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,899,330 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $118,822 | AdministrativeExpensesAmt |
| End Year Balance | $66,720,120 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,397,833 | BeginningYearBalanceAmt |
| Contributions | $15,361 | ContributionsAmt |
| Investment Earnings Or Losses | $7,313,112 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $90,463 | AdministrativeExpensesAmt |
| End Year Balance | $68,635,843 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,489,203 | BeginningYearBalanceAmt |
| Contributions | $34,773 | ContributionsAmt |
| Investment Earnings Or Losses | $5,973,274 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $99,417 | AdministrativeExpensesAmt |
| End Year Balance | $61,397,833 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,726,543 | BeginningYearBalanceAmt |
| Contributions | $15,932 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,160,109 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $93,163 | AdministrativeExpensesAmt |
| End Year Balance | $55,489,203 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,210,664 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,530,795 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,916 | AdministrativeExpensesAmt |
| End Year Balance | $56,726,543 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,667 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,513 | DepreciationAmt |
| Book Value | $33,383 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $33,383 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNRESTRICTED INVESTMENTS | $459,363 | F |
| RESTRICTED INVESTMENTS | $27,436,135 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,895,498 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $1,405,992 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,405,992 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART IV | TRUST, ESCROW, AND CUSTODIAL ARRANGEMENTS ESCROW LIABILITIES REPRESENT AMOUNTS DUE TO INDIVIDUALS UNDER CHARITABLE REMAINDER TRUST AGREEMENTS. |
| FORM 990, SCHEDULE D, PART V, LINE 4 | DESCRIPTION OF INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS CALVIN C.J. SIA, MD ENDOWMENT ESTABLISHED IN 2001 IN HONOR OF DR. CAL SIA, PEDIATRICIAN, EDUCATOR, ADMINISTRATOR AND ADVOCATE FOR HAWAII'S KEIKI. THE PURPOSE OF THIS FUND IS TO PROMOTE OPTIMAL HEALTH AND DEVELOPMENT OF ALL CHILDREN. CECIL MARSHALL ENDOWMENT ESTABLISHED IN 2001 TO SUPPORT THE MISSION OF THE KAPI'OLANI HEALTH FOUNDATION. DAVID & DORIS CROWELL ENDOWMENT ESTABLISHED IN 2000 TO PROVIDE MEDICAL CARE FOR ECONOMICALLY DISADVANTAGED CHILDREN AT KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN. FLANDERS ENDOWMENT FUND ESTABLISHED BY MURIEL MACFARLANE FLANDERS IN MEMORY OF HER TWO GRANDMOTHERS, EMELIE HEDEMANN MACFARLANE AND ABIGAIL KUAIHELANI CAMPBELL. THE HARRY & JEANETTE WEINBERG FOUNDATION ENDOWMENT ESTABLISHED TO PROVIDE ONGOING SUPPORT TO KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN'S EMERGENCY ROOM AND PEDIATRIC INTENSIVE CARE UNIT (PICU). MARJORIE BOOTH STEPHENS FUND ESTABLISHED TO PROVIDE MEDICAL CARE TO ALL WHO NEED IT, REGARDLESS OF THEIR ABILITY TO PAY. THE WILLIAM SAUNDERS ENDOWMENT ESTABLISHED IN HONOR OF CECIL A. SAUNDERS, MD, A PEDIATRICIAN WHO ESTABLISHED BABY CLINICS IN THE 1920S, THIS FUND SUPPORTS PEDIATRIC PROGRAMS AT KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN. SASHA FRANZEL LIFE PERMANENT ENDOWMENT ESTABLISHED IN 2011 FOR THE PURPOSE OF PROVIDING SUPPORT TO THE KAPI'OLANI CLEFT & CRANIOFACIAL CENTER (KCCC). MILLARD HENLEIN AND FRANKIE HENLEIN CHILDREN'S FUND ESTABLISHED IN 1992 FOR THE PURPOSE OF PROVIDING DIRECT MEDICAL SERVICES TO NEEDY CHILDREN AT THE KMCWC. PAMELA ANN SHIGEZAWA MEDICAL LIBRARY ESTABLISHED FOR THE USE AND BENEFIT OF THE KAPI'OLANI HOSPITAL MEDICAL LIBRARY. KAPI'OLANI PEDIATRIC ENDOWMENT FUND THE FUND SHALL BE USED TO SUPPORT THE PEDIATRIC PROGRAM AT KMCWC. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marts and Lundy | PersonNm |
| Activity | Public Relations | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $114,348 | RetainedByContractorAmt |
| Net To Organization | -$114,348 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $114,348 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$114,348 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $34,751 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,570 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,181 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $23,186 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $34,751 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,570 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,181 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,186 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,186 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,995 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Kapi'olani Medical Center for Women & Children | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990177350 | 501(c)(3) | $1,806,068 | $95,966 | FMV | gift-in-kind | GENERAL SUPPORT |
| Hawai'i Pacific Health | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990246363 | 501(c)(3) | $24,256 | GENERAL SUPPORT | |||
| Kapi'olani Medical Specialist | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990322406 | 501(c)(3) | $94,673 | GENERAL SUPPORT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, part II | FormAndLineReferenceDesc |
| Explanation | DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS TEMPORaRILY RESTRICTED FUNDS RELEASED (& GRANTED) TO THE AFFILIATED ORGANIZATIONS ARE RELEASED AFTER THE SPECIFIC PURPOSE OF THE FUND HAS BEEN MET. ONCE THE AFFILIATED ORGANIZATION COMMUNICATES THE EXPENSE AND SATISFIES THE SUBSTANTIATION OF THE EXPENSE FOR THE PURPOSE THAT THE FUNDS WERE CONTRIBUTED FOR, THE FOUNDATION RELEASES THE RESTRICTION AND RECORDS THE GRANT TO THE AFFILIATED ORGANIZATION. NO FURTHER MONITORING OF THE FUNDS AFTER DISTRIBUTION IS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND P VARA JR | ||||||||||||||
| Board of Director | $0 | $833,937 | $0 | $356,878 | $0 | $307,495 | $0 | $20,578 | $0 | $469,840 | $0 | $1,988,728 | $0 | $280,473 |
| VIRGINIA PRESSLER-FISHER MD | ||||||||||||||
| Board of Director, VP | $0 | $339,093 | $0 | $91,944 | $0 | $176,680 | $0 | $20,353 | $0 | $64,598 | $0 | $692,668 | $0 | $148,690 |
| MICHAEL ROBINSON | ||||||||||||||
| President | $0 | $187,551 | $0 | $18,945 | $0 | $4,996 | $0 | $7,249 | $0 | $17,226 | $0 | $235,967 | $0 | $0 |
| DAVID OKABE | ||||||||||||||
| Treasurer | $0 | $437,387 | $0 | $143,234 | $0 | $125,076 | $0 | $14,319 | $0 | $189,185 | $0 | $909,201 | $0 | $103,792 |
| EARL INOUYE | ||||||||||||||
| Assistant Treasurer | $0 | $240,794 | $0 | $37,723 | $0 | $35,009 | $0 | $18,773 | $0 | $54,638 | $0 | $386,937 | $0 | $24,285 |
| CHARLES R CHING | ||||||||||||||
| Secretary | $0 | $328,714 | $0 | $124,147 | $0 | $140,057 | $0 | $20,353 | $0 | $172,988 | $0 | $786,259 | $0 | $113,586 |
Supplemental Information Detail SupplementalInformationDetail (2 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 15B FOR THE PROCESS USED BY HPH TO DETERMINE COMPENSATION. |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED 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. AMOUNT PAID OUT DURING THE YEAR BY RELATED ORGANIZATIONS: $61,709 - VIRGINIA PRESSLER-FISHER, M.D. $127,035 - RAYMOND P. VARA JR. $44,675 - DAVID OKABE $5,423 - EARL INOUYE $54,619 - CHARLES R. CHING 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. AMOUNT PAID OUT DURING THE YEAR BY RELATED ORGANIZATIONS: $91,944 - VIRGINIA PRESSLER-FISHER, M.D. $306,878 - RAYMOND P. VARA JR. $1118,234 - DAVID OKABE $37,723 - EARL INOUYE $89,147 - CHARLES R. CHING |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $420,616 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS DONATIONS | Desc |
| Contribution | 219 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | SOLICITATION, PROCESSING, OR NONCASH CONTRIBUTIONS FINANCIAL INSTITUTIONS ARE USED TO ASSIST IN THE SELLING OF NON-CASH CONTRIBUTIONS. NUMBERS OF ITEMS DONATED NOT AVAILABLE FOR ALL CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS The mission of kapi'olani health foundation The mission of kapi'olani health foundation (the foundation) is to improve the health of hawai'i's families through the funding of medical care, equipment, health education, capital infrastructure and research at kapi'olani medical center for women & children (kapi'olani). Kapi'olani is hawai'i's only maternity, newborn and pediatric specialty hospital. Kapi'olani is a not-for-profit hospital and an affiliate of hawai'i pacific health, the state's largest health care provider. Services include: - intensive care for infants and children - 24-hour emergency pediatric care - air transport - maternal-fetal medicine - the state's first breast health and gynecological cancer centers - SEX ABUSE TREAMENT CENTER - OBSTETRICS & GYNECOLOGY - PEDIATRIC CARE - CHILDREN'S SPECIALTY CLINICS As a not-for-profit hospital, kapi'olani relies on philanthropic support from the community to fulfill its mission of serving its patients, regardless of their ability to pay. Contributions, both unrestricted and designated, help the hospital provide exceptional medical care for hawai'i's women and children, particularly the most critically ill. Our generous donors help the hospital continue providing exceptional medical care to hawaii's women and children, including the critically ill, in four key areas: patient care, capital improvements, education and research,COMMUNITY HEALTH and uncompensated care. Capital improvements Research shows that patients heal better and faster when families are involved with their care. The building design follows this concept by providing ample space to accommodate new technology and to allow parents and caregivers to stay overnight. Rapidly emerging technologies have fundamentally changed the care delivery process for patients. To continue to deliver the level and comfort that hawaii's families deserve, kapiolani has embarked on a major renovation and rebuild of the hospital. Phase 1 will help kapiolani reach the following goals: 1. Create family-centered space to deliver family-centered care, a concept at the center of hospital rebuilds nationwide; 2. Meet the critical care needs of hawaii's children, as the pacific region's sole tertiary referral center FOR PEDIATRIC, NEONATAL AND MATERNAL CARE; and 3. Ensure adequate educational conference rooms and spaces are available as hawaii's pediatric teaching hospital. Specialized pediatric care Gifts to the foundation enable kapi'olani to provide a full breadth of specialized pediatric care, FROM GENERAL PEDIATRICS TO MULTI SPECIALTY CARE. not typically available to populations the size of hawai'i's, which is 1.4 million. Children with cancer, blood disorders, autoimmune deficiencies and other diseases need follow-up care beyond their inpatient stay. The road to recovery can include years of outpatient treatment. For kids in hawai'i, this means regular trips to kapi'olani's pediatric ambulatory unit, the only facility of its kind in the pacific region. Neonatal-pediatric transport team The kapi'olani neonatal-pediatric transport team is the only one like it in the state and donor-supported. Specially trained staff provide 24/7 lifesaving care to the state's most critically ill newborns and children, regardless of where they are located throughout the islands. Kapi'olani transported more than 650 patients ON OAHU, FROM NEIGHBOR ISLANDS AND TO and the mainland in fiscal year 2014. Many of them would not have survived without the immediate medical attention they received from the team. Heart week Since many children in hawai'i with serious heart conditions are not well enough to fly to the mainland for open-heart surgery, donor support allows kapi'olani to bring the surgeons to them for heart week. For one week, multiple times per year, some of the nation's finest specialists from hospitals, such as rady children's hospital san diego, work alongside the pediatric cardiologists and surgeons from kapi'olani. They perform a wide range of surgeries and procedures on patients whose survival is unlikely if left untreated. Kapi'olani cleft and craniofacial center Donors also supported kapi'olani's pediatric specialty clinics, including the kapi'olani cleft and craniofacial center. Cleft lip and cleft palate are complex conditions. They require multidisciplinary therapies from birth through young adulthood by a coordinated team of medical specialists. The center is the only one of its kind in the state, and gathers the essential mix of dedicated specialists in pediatrics, audiology, ear/nose/throat, occupational therapy, dentistry, orthodontics, oral and maxillofacial surgery, plastic surgery, ophthalmology and genetics in one place to serve patients and their families. |
| FORM 990, PART VI, LINE 2 | DESCRIPTION OF BUSINESS RELATIONSHIPS ALANA KOBAYASHI PAKKALA & JEFFREY ARCE HAVE A BUSINESS RELATIONSHIP. KOBAYASHI GROUP PROVIDES CERTAIN CONSULTING SERVICES TO RAYMOND VARA, WARREN CHAIKO, AND MARTHA SMITH. |
| FORM 990, PART VI, LINE 6 | MEMBERS AND RIGHTS HAWAI'I PACTIFIC HEALTH IS THE SOLE MEMBER WHO HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE WITH THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND/OR APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, LINE 7A | DESCRIPTION CLASSES OF PERSON AND THE NATURE OF THEIR RIGHTS HAWAI'I PACIFIC HEALTH IS THE SOLE MEMBER, AND HAS THE POWER TO APPROVE THE ELECTION OF MEMBERS OF THE GOVERNING BODY. HAWAI'I PACIFIC HEALTH, AS MEMBER, ALSO HAS THE POWER TO ELECT ONE OR MORE EX OFFICIO VOTING MEMBERS OF THE 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 EXCLUSIVE POWER TO TAKE AND DIRECT THE FOLLOWING ACTIONS OF THE CORPORATION: (I) NOMINATE CANDIDATES TO THE BOARD FOR THE FOLLOWING POSITIONS: PRESIDENT, VICE-PRESIDENT(S), TREASURER, SECRETARY, ASSISTANT TREASURERS AND SECRETARIES, AND ANY OTHER OFFICER, EXCEPT THE CHAIR AND VICE-CHAIR OF THE BOARD; (II) AFTER CONSULTATION WITH THE BOARD, REMOVE THE PRESIDENT, VICE-PRESIDENT(S), TREASURER, SECRETARY, ASSISTANT TREASURERS AND SECRETARIES, AND ANY OTHER OFFICER, EXCEPT THE CHAIR AND VICE-CHAIR; (III) REMOVE A DIRECTOR FROM THE BOARD; (IV) DELEGATE MANAGEMENT AUTHORITIES FROM THE BOARD TO OFFICERS OR COMMITTEES OF THE CORPORATION IN ACCORDANCE WITH A DELEGATED AUTHORITIES MATRIX ADOPTED BY THE MEMBER; (V) AMEND THESE BYLAWS; (VI) CAUSE THE CORPORATION'S PARTICIPATION IN ALL LONG TERM FINANCING TRANSACTIONS WHICH ARE IN EXCESS OF ONE (1) YEAR AND/OR ONE MILLION DOLLARS ($1,000,000) OR MORE; (VII) SELECT BANKS, TRUST COMPANIES, OR OTHER DEPOSITORIES TO WHICH THE CORPORATION'S FUNDS SHALL BE DEPOSITED; (VIII) DIRECT, MANAGE AND CONTROL THE CUSTODY, ADVISORY SERVICE, AND ASSET MANAGEMENT OF THE FINANCIAL ASSETS OF THE CORPORATION; (IX) DETERMINE AND EFFECT INTER-CORPORATE FUND TRANSFERS BY AND BETWEEN THE CORPORATION AND ANY AFFILIATE; (X) DEVELOP AND IMPLEMENT THE GENERAL POLICIES REGARDING THE CORPORATION'S EXECUTIVE COMPENSATION AND BENEFIT PLANS; (XI) FORM A NEW CORPORATION, LIMITED LIABILITY COMPANY, PARTNERSHIP, OR OTHER ORGANIZATION THAT IS OWNED SOLELY BY THE CORPORATION; (XII) DEVELOP AND PROMULGATE OVERALL CORPORATE GOALS AND THE LONG-RANGE AND STRATEGIC PLAN OF THE CORPORATION; AND (XIII) DEVELOP AND IMPLEMENT THE ANNUAL CAPITAL, OPERATING, AND CASH FLOW BUDGETS. THE CORPORATION SHALL NOT TAKE THE FOLLOWING ACTIONS WITHOUT FIRST OBTAINING MEMBER APPROVAL: (I) ELECT ANY DIRECTOR TO THE BOARD; (II) AMEND THE ARTICLES; (III) MERGE THE CORPORATION WITH ANY ENTITY; (IV) DISSOLVE THE CORPORATION; (V) ENTER INTO ANY UNBUDGETED CONTRACTS ON BEHALF OF THE CORPORATION WHICH REQUIRE ANNUAL PAYMENTS BY OR ON BEHALF OF THE CORPORATION EXCEEDING ONE MILLION DOLLARS ($1,000,000) IN VALUE; (VI) ACQUIRE ASSETS WORTH OVER ONE MILLION DOLLARS ($1,000,000) EXCEPT FOR THOSE ASSETS ACQUIRED BY GIFTS, GRANT, OR DONATION; (VII) ACQUIRE SHARES IN ANOTHER CORPORATION; (VIII) SELL, LEASE, EXCHANGE, ENCUMBER OR DISPOSE OF TWENTY-FIVE PERCENT (25%) OR MORE OF THE PROPERTY AND ASSETS HELD BY THE CORPORATION TO ANY ENTITY THAT IS NOT AN AFFILIATE; (IX) ISSUE THE CORPORATION'S MEMBERSHIP TO ANYONE OTHER THAN THE MEMBER; (X) FORM A JOINT VENTURE OR OTHER BUSINESS RELATIONSHIP (OTHER THAN THE ORDINARY COURSE OF BUSINESS CONTRACTS) BETWEEN THE CORPORATION AND ANY PERSON OR ENTITY; AND (XI) DEVELOP A NEW LINE OF BUSINESS OR A NEW SERVICE. |
| FORM 990, PART VI, LINE 11B | REVIEW OF THE 990S BY THE ORGANIZATION'S GOVERNING BODY VARIOUS SCHEDULES OF THE 990S ARE PREPARED PRIMARILY BY STAFF WITHIN THE ACCOUNTING AREA OF THE ORGANIZATION WORKING WITH VARIOUS OTHER AREAS OF THE ORGANIZATION SUCH AS MANAGEMENT OF OPERATING UNITS, HR, LEGAL, ETC. DISCLOSURE NARRATIVES ARE WRITTEN AND COMPLETED 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 DESCRIBE THE MISSION/PURPOSE AND PROGRAM ACCOMPLISHMENTS OF THEIR ORGANIZATION. SENIOR MANAGEMENT OF THE HEALTH CARE SYSTEM REVIEWS THE 990S OF EACH FILING ORGANIZATION WITHIN THE HEALTH CARE SYSTEM. ONCE SENIOR MANAGEMENT HAS COMPLETED ITS REVIEW, THE 990S 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 ENTITY'S (HAWAI'I PACIFIC HEALTH "HPH") BOARD PROVIDES OVERSIGHT FOR THE 990 REPORTING AND REVIEWS THE 990S FOR EACH ENTITY PRIOR TO FILING. IN ADDITION, THE 990S FOR EACH ENTITY ARE MADE AVAILABLE TO THE BOARD MEMBERS OF EACH SUBSIDIARY UNIT OF HPH AND THE HPH BOARD OF DIRECTORS THROUGH A BOARD MEMBER PORTAL FOR REVIEW PRIOR TO THE FILING OF THE 990. THE 990S WILL BE POSTED TO HPH'S WEBSITE FOR PUBLIC ACCESS AFTER THE FILING OF THE RETURN WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | 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: 1) RECEIVED A COPY OF THE CONFLICT OF INTEREST ("COI") POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; AND 4) 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. 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 WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN THE CEO, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE NOT COMPENSATED BY THE FILING ORGANIZATION, BUT RATHER THE TAX-EXEMPT PARENT, HPH. FOLLOWING IS THE PROCESS THAT THE PARENT ORGANIZATION UNDERTAKES TO APPROVE THE CEO, OFFICERS AND KEY EMPLOYEES' COMPENSATION. COMPENSATION FOR HAWAI'I PACIFIC HEALTH ("HPH") EXECUTIVES (VICE PRESIDENT AND ABOVE) IS SET BY THE HPH COMPENSATION COMMITTEE, WHICH IS COMPOSED SOLELY OF INDEPENDENT, COMMUNITY-BASED MEMBERS OF THE HPH BOARD OF DIRECTORS. ON AN ANNUAL BASIS THE HPH BOARD CHAIRPERSON (WHO IS INDEPENDENT) SELECTS A NEUTRAL THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO REVIEW THE EXECUTIVES' 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, AND SUCH DECISIONS ARE DOCUMENTED IN THE COMPENSATION COMMITTEE MEETING MINUTES. 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 TO THE PUBLIC VIA THE HAWAI'I PACIFIC HEALTH WEBSITE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ (106,564) - EQUITY TRANSFERS WITH HPH $ (14,081) - OTHER CHANGES IN TR NET ASSETS ------------ $ (120,645) - TOTAL |
| FORM 990 PART IX LINE 11G | DESCRIPTION:INTERNAL SERVICE PROVIDED TOTAL FEES:1116154 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Pali Momi Foundation | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 383840327 | fundraising | HI | 501(c)(3) | 7 | NA | Yes (true) |
| Hawai'i Pacific Health | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990246363 | holding co. | HI | 501(c)(3) | 11b, III FI | NA | false |
| Kapi'olani Medical CTR Women & ChiLDREN | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990177350 | HOSPITAL | HI | 501(c)(3) | 3 | NA | Yes (true) |
| Kapi'olani Medical Specialist | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990322406 | healthcare | HI | 501(c)(3) | 9 | 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) |
| 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) |
| Wilcox Memorial Hospital | ||||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990074365 | 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) |
| PROVIDERS INSURANCE CORPORATION | ||||||||||
| 55 MERCHANT STREET 24TH FLOOR | HONOLULU | HI | 96813 | 710893000 | NFP INSURANCE | HI | 501(C)(3) | 11B TYPE II | 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) |
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) |
|---|---|---|
| EIN | 270540034 | EIN |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Hawai'i Pacific Health Partners INC &SUB | ||||||||
| 55 Merchant Street 24th Floor | Honolulu | HI | 96813 | 990318588 | Holding COMPA | 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 | 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 |
| 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 (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Kapi'olani Medical Specialist | ||
| b | $72,500 | FMV |
| Kapi'olani Medical CNTR for Women & Children | ||
| b | $1,635,994 | FMV |
| Hawai'i Pacific Health Research Institute | ||
| s | $549,200 | FMV |
| Kapi'olani Medical CNTR for Women & Children | ||
| q | $67,388 | fmv |
| Kapi'olani Medical CNTR for Women & Children | ||
| r | $118,086 | fmv |
| Straub Foundation | ||
| r | $67,339 | fmv |
| Straub Foundation | ||
| p | $76,704 | fmv |
| Wilcox Health Foundation | ||
| p | $52,405 | fmv |
| Pali Momi Foundation | ||
| p | $86,930 | fmv |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATED ORG. TAXABLE AS PARTNERSHIP | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART III ASC PACIFIC VENTURES, LLC EIN: 27-0540034 ADDRESS: 3000 RIVERCHASE GALLERIA, STE 500 BIRMINGHAM, AL 35244 | ExplanationTxt |