SAINT JOHNS HEALTH CENTER FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOHNS HEALTH CENTER FOUNDATION (EIN 95-6100079)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201543099349301764
- Schema version
- 2014v5.0
- 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 | 2015-11-05T16:28:07-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956100079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HOSPITAL HEALTH CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 3108298424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 SANTA MONICA BOULEVARD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STELLA NICHOLS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3108298424 | PhoneNum |
| Signature | 2015-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HEALTH CENTER FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STELLA NICHOLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 SANTA MONICA BOULEVARD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,545,475 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWSTJOHNS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE LEADERSHIP AND PHILANTHROPIC SUPPORT TO PROVIDENCE SAINT JOHN'S HEALTH CENTER AND JOHN WAYNE CANCER INSTITUTE, THAT SERVE AS CATALYSTS FOR EXCEPTIONAL HEALTH CARE AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 92 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 91 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,622,052 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,298,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,518,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,270,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,673 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,149,798 | PYTotalRevenueAmt |
| CY Total Revenue | $19,568,636 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,225,874 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,385,191 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,424,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,089,206 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,542,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,710,529 | PYOtherExpensesAmt |
| CY Other Expenses | $1,795,823 | CYOtherExpensesAmt |
| PY Total Expenses | $10,360,876 | PYTotalExpensesAmt |
| CY Total Expenses | $14,270,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$211,078 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,298,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $123,780,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,835,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,272,997 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,828,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,507,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,006,452 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE LEADERSHIP AND PHILANTHROPIC SUPPORT TO PROVIDENCE SAINT JOHN'S HEALTH CENTER AND JOHN WAYNE CANCER INSTITUTE, THAT SERVE AS CATALYSTS FOR EXCEPTIONAL HEALTH CARE AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,305,909 | ExpenseAmt |
| Grant | $4,305,909 | GrantAmt |
| Desc | PARTIAL FUNDING FOR THE CONSTRUCTION AND CAPITAL EQUIPMENT NEEDS FOR THE NEW STATE OF THE ART PROVIDENCE SAINT JOHN'S HEALTH CENTER FACILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,685,520 | ExpenseAmt |
| Grant | $2,685,520 | GrantAmt |
| Desc | SUPPORT THE ONGOING RESEARCH STUDIES AND TREATMENT MODALITIES AT JOHN WAYNE CANCER INSTITUTE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,393,762 | ExpenseAmt |
| Grant | $2,393,762 | GrantAmt |
| Desc | TO SUPPORT VARIOUS PROGRAMS AND SERVICES BENEFITTING THE HEART, ORTHO, NURSING AND OTHER VARIOUS DEPARTMENTS OF THE PROVIDENCE SAINT JOHN'S HEALTH CENTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,385,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 92 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 91 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLA NICHOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108298424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 SANTA MONICA BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (98 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHARLES F ADAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL A ALONI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGOT S ARMBRUSTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNALISA P BARNUM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK E BAXTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUDOLPH A BEDFORD MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ABBOTT L BROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULES BUENABENTA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S BURKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALDO H BURNSIDE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES G CALE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK J CARUSO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W CROFT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H DAVIS JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY Y DAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A DAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES R FLANAGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H FORDYCE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J FOURTICQ SR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADFORD M FREEMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAE GOODMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA S GOUW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER V HAIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS L HENNIGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H T HICKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID L HO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA W HOBBS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLEN A HOLDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN G HUARTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEAVEN K JONES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN KANOFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIN K LEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH A LICKLIDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J LOWE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN K LUDWIG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P MCALISTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN L MCCARTHY KOSTLAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE A MEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL M MINCHIN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER W MULLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA D NESBITT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE H NEWMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMINIC J ORNATO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALLAS P PRICE-VAN BREDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE H SCHNEIDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA SIART | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E SIMON JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M SINSKEY MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S SITRICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SMALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK SOON-SHIONG MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A THOMAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NADINE E TILLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER C TILTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J D TRACY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY TRILLING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER WACKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON M WICKSTROM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN A WILLISON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT G WYARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAE W ARCHIBALD PHD | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG C BENELL | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P BIRDWELL JR | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN F CRAIG SCL | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| A R DOMS JR | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY B EPSTEIN | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC EZRALOW | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY H FLAHERTY | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M GARLAND III | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK W GIBELLO | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN B GOLDMAN | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONIAN HOHBERG | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL W MCKINZIE ESQ | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELBY NOTKIN | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM P RUTLEDGE | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE B SCHWARTZ | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA L SCHWEERS | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA F TUTTLE | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCEL LOH | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J WAYNE | |||||||
| EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM KATKOV MD | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HUNN | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE SOROWITZ | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL CARRIER | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY HARDING | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WALL | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE PRUDENTE | |||||||
| EX - OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE A AULT III | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT AMONIC MD | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN M ROBERTSON MD | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT O KLEIN | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $457,434 | $0 | $20,393 | Yes (X) | |
| STELLA NICHOLS | |||||||
| CFO | 40.00 | $221,089 | $0 | $23,927 | Yes (X) | ||
| ESTHER GALANTI | |||||||
| DIRECTOR, DEVELOPMENT | 40.00 | $148,194 | $0 | $13,574 | Yes (X) | ||
| IRENE BRISTOL | |||||||
| DIRECTOR, DEVELOPMENT | 40.00 | $147,514 | $0 | $9,745 | Yes (X) | ||
| JEANNE GOLDSMITH | |||||||
| DIRECTOR, DEVELOPMENT | 40.00 | $119,285 | $0 | $10,098 | Yes (X) | ||
| THERESA CSISZAR | |||||||
| DIRECTOR, SPECIAL EVENTS | 40.00 | $109,750 | $0 | $8,172 | Yes (X) | ||
| WENDY MERRITT | |||||||
| DIRECTOR, DEVELOPMENT FOUNDATIONS | 40.00 | $108,512 | $0 | $10,331 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,311,778 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,240 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $624,652 | FundraisingAmt |
| All Other Contributions | $16,673,562 | AllOtherContributionsAmt |
| Noncash Contributions | $1,115,555 | NoncashContributionsAmt |
| Total Contributions | $17,298,214 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,507,585 | TotalRevenueColumnAmt |
| Exclusion | $1,507,585 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,151,420 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $388,583 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $762,837 | TotalRevenueColumnAmt |
| Exclusion | $762,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $588,256 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $624,652 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $588,256 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,568,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,270,422 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,385,191 | TotalAmt |
| Program Services | $9,385,191 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,844 | TotalAmt |
| Management And General | $361,050 | ManagementAndGeneralAmt |
| Fundraising | $361,794 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,896 | TotalAmt |
| Management And General | $1,097,829 | ManagementAndGeneralAmt |
| Fundraising | $643,067 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,466 | TotalAmt |
| Management And General | $376,488 | ManagementAndGeneralAmt |
| Fundraising | $248,978 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,140 | TotalAmt |
| Management And General | $412,140 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,755 | TotalAmt |
| Management And General | $154,755 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,151 | TotalAmt |
| Management And General | $338,151 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,200 | TotalAmt |
| Management And General | $70,600 | ManagementAndGeneralAmt |
| Fundraising | $70,600 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,703 | TotalAmt |
| Management And General | $63,246 | ManagementAndGeneralAmt |
| Fundraising | $117,457 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,094 | TotalAmt |
| Fundraising | $36,094 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,702 | TotalAmt |
| Management And General | $214,702 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,363 | TotalAmt |
| Management And General | $6,363 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,879 | TotalAmt |
| Management And General | $170,879 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,046 | TotalAmt |
| Management And General | $5,046 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,790 | TotalAmt |
| Management And General | $71,780 | ManagementAndGeneralAmt |
| Fundraising | $64,010 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,270,220 | TotalAmt |
| Program Services | $9,385,191 | ProgramServicesAmt |
| Management And General | $3,343,029 | ManagementAndGeneralAmt |
| Fundraising | $1,542,000 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,208 | BOYAmt |
| EOY | $1,857,802 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,979,094 | BOYAmt |
| EOY | $19,525,105 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $297,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,539,743 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,742 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,600 | BOYAmt |
| EOY | $6,496,001 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,384,127 | BOYAmt |
| EOY | $140,033,467 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $421,182 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,954,108 | BOYAmt |
| EOY | $9,203,995 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,780,137 | BOYAmt |
| EOY | $177,835,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $125,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,641,569 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $55,201,960 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,631,428 | BOYAmt |
| EOY | $6,501,640 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,272,997 | BOYAmt |
| EOY | $63,828,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,787,180 | BOYAmt |
| EOY | $58,284,310 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,202,232 | BOYAmt |
| EOY | $41,092,452 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,517,728 | BOYAmt |
| EOY | $14,629,690 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,507,140 | BOYAmt |
| EOY | $114,006,452 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,780,137 | BOYAmt |
| EOY | $177,835,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,298,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,289,706 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,509,398 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $30,491,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,572,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,342,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,622,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,298,214 | CurrentTaxYearAmt |
| Total | $90,327,542 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,491,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,572,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,342,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,622,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,298,214 | CurrentTaxYearAmt |
| Total | $90,327,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $41,797,733 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,529,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,990,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,851,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,614,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,507,585 | CurrentTaxYearAmt |
| Total | $10,589,267 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,627 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,920,436 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,338,326 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55560 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,026,028 | BeginningYearBalanceAmt |
| Contributions | $101,986 | ContributionsAmt |
| Investment Earnings Or Losses | $371,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $876,096 | OtherExpendituresAmt |
| End Year Balance | $23,623,884 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,053,139 | BeginningYearBalanceAmt |
| Contributions | $111,446 | ContributionsAmt |
| Investment Earnings Or Losses | $1,806,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $944,602 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,026,028 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,696,931 | BeginningYearBalanceAmt |
| Contributions | $90,527 | ContributionsAmt |
| Investment Earnings Or Losses | $2,205,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $939,365 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,053,139 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,270,167 | BeginningYearBalanceAmt |
| Contributions | $181,487 | ContributionsAmt |
| Investment Earnings Or Losses | $14,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $769,628 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,696,931 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,431,739 | BeginningYearBalanceAmt |
| Contributions | $917,103 | ContributionsAmt |
| Investment Earnings Or Losses | $2,079,752 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,158,427 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,270,167 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,312,161 | OtherCostOrOtherBasisAmt |
| Book Value | $5,312,161 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,160,413 | OtherCostOrOtherBasisAmt |
| Book Value | $1,160,413 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,742 | DepreciationAmt |
| Book Value | $23,427 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,496,001 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| GIFT ANNUITIES RECEIVABLE | $3,595,400 |
| CHARITBALE REMAINDER TRUSTS RECEIVABLE | $5,355,635 |
| OTHER ASSETS | $252,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,203,995 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES | $2,255,217 |
| DUE TO SAINT JOHNS HEALTH CENTER & JOHN WAYNE CANCER INSTITUTE | $4,246,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,501,640 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,210,143 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,289,707 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,111 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$3,509,398 | OtherRevenueAmt |
| Revenue Not Reported | -$4,791,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,002,137 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,755 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$588,256 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$433,501 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,568,636 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,710,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,111 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $7,111 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,703,721 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,755 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$588,256 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$433,501 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,270,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE 211,943. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 755,158. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES RECEIVABLE -4,476,499. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -588,256. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -588,256. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARITAS GALA | Event1Nm |
| Gross Receipts Event1 | $641,673 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $240,296 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $401,377 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $224,482 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $176,895 | OtherDirectExpensesEvent1Amt |
| Event2 | POWER OF PINK | Event2Nm |
| Gross Receipts Event2 | $571,235 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $384,356 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $186,879 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $95,014 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $91,865 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,212,908 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $624,652 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $588,256 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $319,496 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $268,760 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $588,256 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PROVIDENCE SAINT JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 951684082 | 501(C)(3) | $6,699,671 | SUPPORT VARIOUS PROGRAMS; CAPITAL PUCHASES AND SERVICES |
| JOHN WAYNE CANCER INSTITUTE | |||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 954291515 | 501(C)(3) | $2,685,520 | SUPPORT FOR ONGOING STUDIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONIES TO SAINT JOHN'S HEALTH CENTER ARE GRANTED AFTER THE EXPENSES HAVE BEEN INCURRED. THE HEALTH CENTER PROVIDES US WITH AN ITEMIZED BILL, SUPPORTED BY COPIES OF INVOICES PAID RELATED TO EACH GRANT. THE FOUNDATION TRANSFERS THE FUNDS AS SOON AS THEY ARE RECEIVED. FUNDS GIVEN FOR SPECIFIC PROTOCOLS BY QUALIFYING PRIVATE INDUSTRY AND GOVERNMENT ENTITIES ARE THEN ASSIGNED A GRANT "G" NUMBER FOR FINANCIAL TRACKING POST-AWARD BY THE CONTRACTS AND GRANTS OFFICE. PRINCIPAL INVESTIGATORS (PI'S) MAKE REPORTS ON THE FUNDS AS REQUIRED BY THE GRANT MAKER, TYPICALLY ANNUALLY, AND FINANCE PREPARES THE SPENDING REPORT IF REQUIRED. FUNDS RESTRICTED FOR SPECIFIC PI'S THAT ARE NOT FORMALLY ASSOCIATED WITH A SPECIFIC RESEARCH PROTOCOL ARE PLACED INTO THE PI'S DESIGNATED ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT O KLEIN | ||||||||||||||
| PRESIDENT/CEO | $457,434 | $0 | $0 | $0 | $0 | $0 | $18,603 | $0 | $1,790 | $0 | $477,827 | $0 | $0 | $0 |
| STELLA NICHOLS | ||||||||||||||
| CFO | $221,089 | $0 | $0 | $0 | $0 | $0 | $20,498 | $0 | $3,429 | $0 | $245,016 | $0 | $0 | $0 |
| ESTHER GALANTI | ||||||||||||||
| DIRECTOR, DEVELOPMENT | $148,194 | $0 | $0 | $0 | $0 | $0 | $12,566 | $0 | $1,008 | $0 | $161,768 | $0 | $0 | $0 |
| IRENE BRISTOL | ||||||||||||||
| DIRECTOR, DEVELOPMENT | $147,514 | $0 | $0 | $0 | $0 | $0 | $8,726 | $0 | $1,019 | $0 | $157,259 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,115,555 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONATIONS. |
| PART I, LINE 32B: | THE ORGANIZATION ENGAGED AUCTIONEERS TO SELL AUCTION PIECES AT THE SPECIAL EVENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED THEIR BYLAWS AND RESTATED THEIR ARTICLES OF INCORPORATION. THE ORGANIZATION NOW HAS TWO MEMBERS, PROVIDENCE HEALTH SYSTEM- SOUTHERN CALIFORNIA AND SAIN JOHN'S HEALTH CENTER FOUNDATION GOVERNANCE, INC. THE "MEMBERS" MUST APPROVE ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS WHO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF THE 990 AND ITS SUPPORTING SCHEDULES WERE DISTRIBUTED TO THE SAINT JOHN'S HOSPITAL AND HEALTH CENTER FOUNDATION (FOUNDATION) MANAGEMENT TEAM AND GOVERNING BODY FOR THEIR REVIEW PRIOR TO FILING. THE FOUNDATION FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST PROCESS IS MANAGED AND MONITORED BY PROVIDENCE ENTERPRISE RISK MANAGEMENT SERVICES - INTEGRITY & COMPLIANCE. ANNUAL QUESTIONNAIRES ARE DISTRIBUTED AND "AFFECTED AND INTERESTED PERSONS" WHO VIOLATE THE POLICY ARE SUBJECT TO APPROPRIATE CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANTS; COMPENSATION SURVEYS AND STUDIES; APPROVAL BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| SECTION A, LINE 1A | W-2'S ARE ISSUED BY PROVIDENCE SAINT JOHN'S HEALTH CENTER, EIN:95-1684082 , AN EXEMPT ORGANIZATION. THE FOUNDATION REIMBURSES THE SALARIES AND WAGES INCLUDING OTHER OPERATING EXPENSES TO THE HEALTH CENTER. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE 211,943. CHANGE IN VALUE OF BENEFICIAL INTEREST 755,158. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES RECEIVABLE -4,476,499. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HEALTH CENTER FOUNDATION GOVERNANCE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 SANTA MONICA BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473249939 | EIN |
| Primary Activities | CORPORATE MEMBER | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |