HEALTHNETWORK FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHNETWORK FOUNDATION (EIN 04-3804600)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349307360
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:02:00-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043804600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHNETWORK FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FKA HEALTH NET FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4402475555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 RIVER STREET NO 230 | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HERCHEK | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Phone | 4402475555 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE RUTHER | PreparerPersonNm |
| PTIN | P00403039 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA HERCHEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 RIVER STREET NO 230 | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,514,776 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHNETWORKFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HEALTH NET HELPS MEMBERS FIND APPROPRIATE MEDICAL INSTITUTIONS FOR THE MEMBERS' PARTICULAR NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,789,761 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,978,604 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $634,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $741,053 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,424,482 | PYTotalRevenueAmt |
| CY Total Revenue | $3,719,657 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $261,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $276,698 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $952,396 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $978,315 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $728,072 | PYOtherExpensesAmt |
| CY Other Expenses | $760,817 | CYOtherExpensesAmt |
| PY Total Expenses | $1,941,968 | PYTotalExpensesAmt |
| CY Total Expenses | $2,015,830 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,482,514 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,703,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,349,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,839,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,085,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,299,168 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,264,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,540,528 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECTING CEOS AND ENTREPRENEURS WITH LEADING HOSPITALS TO PROVIDE THE BEST ACCESS TO WORLD CLASS CARE AND INCREASE PHILANTHROPIC FUNDING FOR MEDICAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,512,905 | ExpenseAmt |
| Grant | $276,698 | GrantAmt |
| Desc | ASSISTANCE PROVIDED TO MEMBERS TO HELP THEM FIND THE MEDICAL INSTITUTIONS THAT FIT THEIR PARTICULAR NEEDS. | Desc |
| Total Program Service Expenses | $1,512,905 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HERCHECK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8669682467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 RIVER STREET | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TONY BUSA | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| F WILLIAM STEERE | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT M TAYLOR | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM W ROWLEY | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BERNARDO FERNANDEZ | ||||||
| ADVISOR | 1.00 | Yes (X) | $2,000 | $0 | $0 | |
| HERSH PATEL | ||||||
| ADVISOR | 1.00 | Yes (X) | $4,000 | $0 | $0 | |
| PATRICIA MCCOLLUM | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL KOOMAR | ||||||
| CO-PRESIDENT | 40.00 | $162,200 | $0 | $3,244 | Yes (X) | |
| LISA HERCHEK | ||||||
| CO-PRESIDENT | 40.00 | $167,500 | $0 | $22,065 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $335,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
| Membership Dues | $898,550 | MembershipDuesAmt |
| All Other Contributions | $2,080,054 | AllOtherContributionsAmt |
| Total Contributions | $2,978,604 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,972 | TotalRevenueColumnAmt |
| Exclusion | $180,972 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,355,200 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,795,119 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $560,081 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $560,081 | TotalRevenueColumnAmt |
| Exclusion | $560,081 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,719,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $741,053 | 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 | $276,698 | TotalAmt |
| Program Services | $276,698 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,009 | TotalAmt |
| Program Services | $306,978 | ProgramServicesAmt |
| Management And General | $54,031 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,785 | TotalAmt |
| Program Services | $412,697 | ProgramServicesAmt |
| Management And General | $54,088 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,431 | TotalAmt |
| Program Services | $9,207 | ProgramServicesAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,956 | TotalAmt |
| Program Services | $64,716 | ProgramServicesAmt |
| Management And General | $9,240 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,134 | TotalAmt |
| Program Services | $57,537 | ProgramServicesAmt |
| Management And General | $8,597 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,874 | TotalAmt |
| Management And General | $4,874 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900 | TotalAmt |
| Management And General | $1,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,318 | TotalAmt |
| Management And General | $73,318 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,277 | TotalAmt |
| Program Services | $38,265 | ProgramServicesAmt |
| Management And General | $202,012 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,303 | TotalAmt |
| Program Services | $137,295 | ProgramServicesAmt |
| Management And General | $1,008 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,410 | TotalAmt |
| Program Services | $65,883 | ProgramServicesAmt |
| Management And General | $17,527 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,906 | TotalAmt |
| Program Services | $7,953 | ProgramServicesAmt |
| Management And General | $7,953 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,701 | TotalAmt |
| Program Services | $53,296 | ProgramServicesAmt |
| Management And General | $9,405 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,171 | TotalAmt |
| Program Services | $59,062 | ProgramServicesAmt |
| Management And General | $3,109 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,038 | TotalAmt |
| Program Services | $18,015 | ProgramServicesAmt |
| Management And General | $27,023 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,981 | TotalAmt |
| Program Services | $4,196 | ProgramServicesAmt |
| Management And General | $16,785 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,106 | TotalAmt |
| Management And General | $5,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| OTHER DONATIONS | $5,375 | $5,375 | |
| DUES AND SUBSCRIPTIONS | $1,107 | $1,107 | |
| TAXES | $350 | $350 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,830 | TotalAmt |
| Program Services | $1,512,905 | ProgramServicesAmt |
| Management And General | $502,925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,972 | BOYAmt |
| EOY | $364,384 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,231 | BOYAmt |
| EOY | $4,069 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,393 | BOYAmt |
| EOY | $6,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $157,292 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,314 | BOYAmt |
| EOY | $43,109 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,012,848 | BOYAmt |
| EOY | $11,421,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,349,758 | BOYAmt |
| EOY | $11,839,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,572 | BOYAmt |
| EOY | $129,231 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,759 | BOYAmt |
| EOY | $1,119,937 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,331 | BOYAmt |
| EOY | $1,299,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,264,427 | BOYAmt |
| EOY | $10,540,528 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,264,427 | BOYAmt |
| EOY | $10,540,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,349,758 | BOYAmt |
| EOY | $11,839,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,703,827 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $572,274 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,617,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,437,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,743,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,425,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,978,604 | CurrentTaxYearAmt |
| Total | $12,202,148 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,617,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,437,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,743,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,425,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,978,604 | CurrentTaxYearAmt |
| Total | $12,202,148 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,202,148 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$27,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,972 | CurrentTaxYearAmt |
| Total | $947,748 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$27,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,972 | CurrentTaxYearAmt |
| Total | $947,748 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,711,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,962,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,725,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,159,576 | CurrentTaxYearAmt |
| Total | $13,149,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91550 | PublicSupportPY509Pct |
| Investment Income CY | 0.07210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,006 | DepreciationAmt |
| Book Value | $27,288 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,177 | DepreciationAmt |
| Book Value | $15,821 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,109 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CEDARS SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $35,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | 340714585 | 501(C)(3) | $30,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| UCSF MEDICAL CENTER | ||||||||
| PO BOX 0208 | SAN FRANCISCO | CA | 94143 | 941550853 | 501(C)(3) | $35,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| JOHNS HOPKINS | ||||||||
| 1101E 33RD ST NO E001 | BALTIMORE | MD | 21218 | 521465301 | 501(C)(3) | $51,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| HOSPITALS FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 131624135 | 501(C)(3) | $10,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| UNIVERSITY OF CINCINNATI | ||||||||
| 234 GOODMAN ST | CINCINNATI | OH | 45219 | 316000989 | 501(C)(3) | $85,698 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $10,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 746001118 | 501(C)(3) | $10,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| MAYO CLINIC FLORIDA | ||||||||
| 4500 SAN PABLO RD | JACKSONVILLE | FL | 32224 | 416011702 | 501(C)(3) | $10,000 | FMV | GENERAL SUPPORT & MEDICAL RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL KOOMAR | ||||||||||||||
| CO-PRESIDENT | $126,200 | $0 | $36,000 | $0 | $0 | $0 | $3,244 | $0 | $0 | $0 | $165,444 | $0 | $0 | $0 |
| LISA HERCHEK | ||||||||||||||
| CO-PRESIDENT | $125,000 | $0 | $42,500 | $0 | $0 | $0 | $3,350 | $0 | $18,715 | $0 | $189,565 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT REVIEWS THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE CO-PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FORM 990 IS ALSO ON WWW.GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | MARKETING CONSULTANT: PROGRAM SERVICE EXPENSES 22,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,527. ADMIN CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,947. PAYROLL PROCESSING EXPENSE: PROGRAM SERVICE EXPENSES 3,570. MANAGEMENT AND GENERAL EXPENSES 534. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,104. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 8,868. MANAGEMENT AND GENERAL EXPENSES 1,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,193. WEALTH ENGINE: PROGRAM SERVICE EXPENSES 3,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,300. ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,206. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,206. |