SAINT JOHNS HEALTH CENTER FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOHNS HEALTH CENTER FOUNDATION (EIN 95-6100079)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349303234
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T12:49:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY STE 1040 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75231 | 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 | 956100079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HOSPITALHEALTH CTR FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STELLA NICHOLS | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 3108298424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Santa Monica Boulevard | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Santa Monica | City |
| State | CA | State |
| ZIP Code | 904042091 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STELLA NICHOLS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3108298424 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE E BERNSTIEN | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 3108298424 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HEALTH CENTER FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert O Klein | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Santa Monica Boulevard | AddressLine1 |
| City | Santa Monica | City |
| State | CA | State |
| ZIP Code | 90404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,810,276 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| 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 | WE WILL, IN SPIRIT OF SISTERS OF CHARITY, REVEAL GOD'S HEALING LOVE BY IMPROVING HEALTH OF THE INDIVIDUALS AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR OR VULNERABLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 83 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 81 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,342,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,622,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,797,990 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,518,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$320,645 | PYOtherRevenueAmt |
| CY Other Revenue | $9,673 | CYOtherRevenueAmt |
| PY Total Revenue | $21,820,254 | PYTotalRevenueAmt |
| CY Total Revenue | $10,149,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,592,951 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,225,874 | 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 | $2,424,473 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,952,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,650,962 | PYOtherExpensesAmt |
| CY Other Expenses | $1,710,529 | CYOtherExpensesAmt |
| PY Total Expenses | $13,243,913 | PYTotalExpensesAmt |
| CY Total Expenses | $10,360,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,576,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$211,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $119,070,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,780,137 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,100,095 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,272,997 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $109,970,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,507,140 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE WILL, IN THE SPIRIT OF THE SISTERS OF CHARITY, REVEAL GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR OR VULNERABLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,893,433 | ExpenseAmt |
| Grant | $2,893,433 | GrantAmt |
| Desc | Partial funding for the construction and capital equipment needs for the new state of the art Saint John's Health Center Facility. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,260,886 | ExpenseAmt |
| Grant | $2,260,886 | 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 | $1,071,555 | ExpenseAmt |
| Grant | $1,071,555 | GrantAmt |
| Desc | To support various programs and services benefitTing the heart ortho, nursing and other departments of the Saint John's Health Center. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,225,874 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 |
| 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 83 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 81 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STELLA NICHOLS | PersonNm |
| Phone | 3108298424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 SANTA MONICA BOULEVARD | AddressLine1 |
| City | Santa Monica | City |
| State | CA | State |
| ZIP Code | 90404 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (85 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Daniel A Aloni | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert Amonic MD | ||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | ||||
| Rae W Archibald PhD | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Margot S Armbruster | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Lee A Ault III | ||||||||
| Treasurer | 2.0 | 0.0 | Yes (X) | Yes (X) | ||||
| Donnalisa P Barnum | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Frank E Baxter | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| James P Birdwell Jr | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Abbott L Brown | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Jules Buenabenta | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Michael S Burke | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Waldo H Burnside | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Charles G Cale | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Rick J Caruso | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| CATHERINE CORLIN | ||||||||
| EXECUTIVE COMMITTEE | 1.0 | 0.0 | Yes (X) | |||||
| Maureen F Craig SCL | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Michael W Croft | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| George H Davis Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Mary Y Davis | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert A Day | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| A R Doms Jr | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Jerry B Epstein | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| C D Ewell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Marc Ezralow | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Mary H Flaherty | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Frances R Flanagan | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| James H Fordyce | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Michael J Fourticq Sr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Bradford M Freeman | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| William M Garland III | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Mark W Gibello | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Allan B Goldman | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Julia S Gouw | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Peter V Haight | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Phyllis L Hennigan | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| David L Ho | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Marcia W Hobbs | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Tonian B Hohberg | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Glen A Holden | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| John G Huarte | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Steaven K Jones Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Mary Ellen Kanoff | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert O Klein | ||||||||
| VP Fdn & Hlt Center Relations | 41.0 | 0.0 | Yes (X) | Yes (X) | $0 | $243,373 | $23,476 | |
| Dale R Laurance PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| PETER C TILTON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| Judith A Licklider | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Carolyn K Ludwig | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert F Maguire III | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| James P McAlister | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Kathleen L McCarthy Kostlan | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Carl W McKinzie Esq | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Harry T McMahon | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Bruce A Meyer | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| DAVID TRACY | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Michael M Minchin Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Michelle Mok | ||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $682,504 | $11,651 | ||
| Peter W Mullin | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Christine H Newman | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Shelby Notkin | ||||||||
| Executive Committee | 1.0 | 0.0 | Yes (X) | |||||
| Dominic J Ornato | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Dallas P Price-Van Breda | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| John M Robertson MD | ||||||||
| Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | ||||
| William P Rutledge | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Carole B Schwartz | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| William E Simon Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert M Sinskey MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Michael S Sitrick | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Eric Small | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Charles F Smith | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Patrick Soon-Shiong MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| BRETT G WYARD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| James A Thomas | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Donna F Tuttle | ||||||||
| EXECUTIVE COMMITTEE | 1.0 | 0.0 | Yes (X) | |||||
| Roger Wacker | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Patrick J Wayne | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Gretchen A Willison | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| CRAIG C BENNELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| JIN K LEE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| ROBERT J LOWE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| PAUL NATTERSON | ||||||||
| EXECUTIVE COMMITTEE | 1.0 | 0.0 | Yes (X) | |||||
| LISA D NESBITT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| THEODOTR H SCHNEIDER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| DONNA L SCHWEERS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| Mike Wall | ||||||||
| Acting President / CEO | 1.0 | 40.0 | Yes (X) | $0 | $1,185,009 | $0 | ||
| LOURDES LAZATIN | ||||||||
| PRESIDENT/CEO | $0 | $930,545 | $10,748 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,041,431 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,875 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,622,052 | AllOtherContributionsAmt |
| Noncash Contributions | $390,558 | NoncashContributionsAmt |
| Total Contributions | $6,622,052 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,601,206 | TotalRevenueColumnAmt |
| Exclusion | $3,601,206 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,613 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,940 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,673 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,673 | TotalRevenueColumnAmt |
| Exclusion | $9,673 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $427,461 | SecuritiesAmt |
| Other | $1,145,944 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $437,666 | SecuritiesAmt |
| Other | $1,218,872 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,205 | SecuritiesAmt |
| Other | -$72,928 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$83,133 | TotalRevenueColumnAmt |
| Exclusion | -$83,133 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,149,798 | TotalRevenueColumnAmt |
| Exclusion | $3,527,746 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,225,874 | TotalAmt |
| Program Services | $6,225,874 | 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 | $320,003 | TotalAmt |
| Management And General | $158,845 | ManagementAndGeneralAmt |
| Fundraising | $161,158 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,319 | TotalAmt |
| Management And General | $776,617 | ManagementAndGeneralAmt |
| Fundraising | $866,702 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,151 | TotalAmt |
| Management And General | $217,518 | ManagementAndGeneralAmt |
| Fundraising | $243,633 | FundraisingAmt |
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 | $209,661 | TotalAmt |
| Management And General | $209,661 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,888 | TotalAmt |
| Management And General | $127,888 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,300 | TotalAmt |
| Fundraising | $264,300 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,921 | TotalAmt |
| Management And General | $89,460 | ManagementAndGeneralAmt |
| Fundraising | $89,461 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,507 | TotalAmt |
| Management And General | $71,577 | ManagementAndGeneralAmt |
| Fundraising | $132,930 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,255 | TotalAmt |
| Fundraising | $34,255 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,237 | TotalAmt |
| Management And General | $205,237 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702 | TotalAmt |
| Management And General | $2,702 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,117 | TotalAmt |
| Management And General | $277,117 | ManagementAndGeneralAmt |
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 | $7,608 | TotalAmt |
| Management And General | $7,608 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DONOR CULTIVATION/RECOGNITION | $159,351 | $159,351 | |
| COMMUNITY SUPPORT | $29,872 | $29,872 | |
| DUES AND MEMBERSHIP | $8,064 | $8,064 | |
| EVENT FAVORS | $1,046 | $1,046 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,360,876 | TotalAmt |
| Program Services | $6,225,874 | ProgramServicesAmt |
| Management And General | $2,182,166 | ManagementAndGeneralAmt |
| Fundraising | $1,952,836 | 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 | $1,170,543 | BOYAmt |
| EOY | $432,208 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,204,126 | BOYAmt |
| EOY | $24,979,094 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $69,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,696 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,248,194 | BOYAmt |
| EOY | $30,600 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,502,531 | BOYAmt |
| EOY | $90,384,127 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,945,594 | BOYAmt |
| EOY | $7,954,108 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,070,988 | BOYAmt |
| EOY | $123,780,137 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,509 | BOYAmt |
| EOY | $2,641,569 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,344,586 | BOYAmt |
| EOY | $5,631,428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,100,095 | BOYAmt |
| EOY | $10,272,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,076,241 | BOYAmt |
| EOY | $48,787,180 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,472,481 | BOYAmt |
| EOY | $50,202,232 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,422,171 | BOYAmt |
| EOY | $14,517,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,970,893 | BOYAmt |
| EOY | $113,507,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,070,988 | BOYAmt |
| EOY | $123,780,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$211,078 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,330,262 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,417,063 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $16,979,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,491,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,572,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,342,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,622,052 | CurrentTaxYearAmt |
| Total | $90,009,143 | 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 | $16,979,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,491,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,572,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,342,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,622,052 | CurrentTaxYearAmt |
| Total | $90,009,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,818,865 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,190,278 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,990,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,624,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,851,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,614,819 | CurrentTaxYearAmt |
| Total | $9,316,507 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $3,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $99,329,277 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $907,670 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55563 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64341 | 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 |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,779,739 | BeginningYearBalanceAmt |
| Contributions | -$246,744 | ContributionsAmt |
| Investment Earnings Or Losses | $3,254,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,503 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,431,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39575 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60425 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,600 | OtherCostOrOtherBasisAmt |
| Book Value | $3,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,696 | DepreciationAmt |
| Book Value | $27,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $30,600 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST | $10,121 |
| NET OTHER ASSETS | $87,500 |
| MISC INVENTORY | $11,500 |
| CHARITABLE REMAINDER TRUSTS | $7,547,487 |
| NOTES RECEIVABLE | $297,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,954,108 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER TRUST OBL | $2,467,160 |
| PAYABLE TO SJHC / JWCI | $2,995,722 |
| RENT LIABILITY | $18,546 |
| PAYABLE TO THIRD PARTY | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,631,428 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,774,313 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,330,262 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,418,201 | OtherRevenueAmt |
| Revenue Not Reported | $3,748,463 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,025,850 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $127,888 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$3,940 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $123,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,149,798 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,238,066 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,078 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,078 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,232,988 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $127,888 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $127,888 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,360,876 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended uses of endowment funds | Schedule D, Part V, line 4 Income is used to support various programs and services of Saint John's Hospital and Health Center. |
| RECONCILIATION OF REVENUE PER AFS WITH REVENUE PER RETURN | SCHEDULE D, PART XI, LINE 2D UNCOLLECTIBLE PLEDGES ($201,000) CHANGE IN NET PV OF PLEDGES $626,161 CHANGE IN CHAR REM TRUSTS $991,900 DONATED EXPENSES $1,140 ___________ TOTAL $1,418,201 |
| RECONCILIATION OF REVENUE PER AFS WITH REVENUE PER RETURN | SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSES ($3,940) __________ TOTAL ($3,940) |
| RECONCILIATION OF EXPENSES PER AFS WITH REVENUE PER RETURN | SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES $3,940 DONATED EXPENSES $1,140 ROUNDING ($2) __________ TOTAL $5,078 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAINT JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 951684082 | 501(C)(3) | $3,964,988 | To support the various programs; services and capital needs of the HC. |
| JOHN WAYNE CANCER INSTITUTE | |||||||
| 2200 Santa Monica Blvd | Santa Monica | CA | 90404 | 954291515 | 501(C)(3) | $2,260,886 | 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 | Schedule I, 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. John Wayne Cancer Institute: 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 grantmaker, 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) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 | ||||||||||||||
| VP Fdn & Hlt Center Relations | $0 | $188,637 | $0 | $44,065 | $0 | $10,671 | $0 | $0 | $0 | $23,476 | $0 | $266,849 | $0 | $0 |
| Michelle Mok | ||||||||||||||
| Trustee | $0 | $219,333 | $0 | $175,637 | $0 | $287,534 | $0 | $9,489 | $0 | $2,162 | $0 | $694,155 | $0 | $131,092 |
| Mike Wall | ||||||||||||||
| Acting President / CEO | $0 | $1,185,009 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,185,009 | $0 | $0 |
| LOURDES LAZATIN | ||||||||||||||
| PRESIDENT/CEO | $0 | $54,770 | $0 | $133,454 | $0 | $742,321 | $0 | $0 | $0 | $10,748 | $0 | $941,293 | $0 | $198,963 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Line 3 | SCLHS EMPLOYS THE EXECUTIVE TEAM AT EACH OF ITS HOSPITAL AFFILIATES. AS PART OF ITS ANNUAL REVIEW PROCESS, SCLHS USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF THOSE IN THESE POSITIONS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACTS -COMPENSATION SURVEYS AND STUDIES -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ABOVE SUPPORTs THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS EXECUTIVES (OFFICERS, KEY EMPLOYEES, ETC.)IS CONSISTENT WITH MARKET VALUE AND THE PAY PHILOSOPHY SET BY THE BOARD. THE PAY PHILOSOPHY SET BY THE BOARD IS TO PAY AT THE MIDDLE OF THE MARKET FOR EXECUTIVES OF SIMILAR SIZED ORGANIZATIONS OVERALL. SCLHS' EXECUTIVE COMPENSATION IS COMPARABLE TO THAT PROVIDED IN SIMILAR, NOT-FOR-PROFIT HEALTHCARE SYSTEMS AND HOSPITALS. |
| SEVERANCE PAYMENT | FORM 990, SCHEDULE J, PART I, LINE 4A SCLHS PERIODICALLY INCURS SEVERANCE PAYMENTS RELATED TO FORMER EMPLOYEES. THE AMOUNTS PAID TO LISTED INDIVIDUALS FOR SEVERANCE IN 2013 WERE: MICHELLE MOK $154,931 LOURDES LAZATIN $541,782 |
| PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B OTHER REPORTABLE COMPENSATION SHOWN IN SCHEDULE J PART II COLUMN (B) (III) CONTAINS AN ANNUAL REPORTING ADJUSTMENT FOR CERTAIN EMPLOYEES WHO PARTICIPATE IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. SCLHS PROVIDES NONQUALIFIED RETIREMENT PLANS FOR EXECUTIVES TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NOT FOR PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. ON THE ADVICE OF COUNSEL, SCLHS HAS DETERMINED THAT THESE BENEFITS SHOULD BE SUBJECT TO TAXATION AS THEY ARE EARNED AND VESTED RATHER THAN WHEN THEY ARE RECEIVED. AS A RESULT, THE TOTAL NONQUALIFIED RETIREMENT PLAN BENEFITS, WHICH WERE ACCRUED AND VESTED IN THE CURRENT YEAR, ARE NOW CONSIDERED TAXABLE AND THUS WERE TAXED TO THE PARTICIPANTS. AN AMOUNT EQUAL TO THE PARTICIPANT'S EXPECTED INCOME TAX LIABILITY WAS WITHDRAWN FROM THE PARTICIPANT'S ACCOUNT AND REMITTED TO THE IRS AS WITHHOLDING ON THE TAXABLE BENEFIT. THE AMOUNTS WITHDRAWN FROM THE PLAN FOR TAXES IN 2013 WERE: NONE. IN ADDITION, VESTED AMOUNTS ARE PAYABLE UPON END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENTS W-2. THE AMOUNTS WITHDRAWN FROM THE PLAN IN 2013 WERE: MICHELLE MOK $131,092 LOURDES LAZATIN $348,614 |
| ADDTIONAL OFFICER AND BOARD DISCLOUSURES | THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS)CONSISTS OF ELEVEN HOSPITALS AND THREE CLINICS (AFFILIATES) IN FOUR STATES INCLUDING SAINT JOHN'S HOSPITAL AND HEALTH CENTER FOUNDATION IN SANTA MONICA, CALIFORNIA. SCLHS AND ITS AFFILIATES ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING TRANSPARENCY AND ACCOUNTABILITY. ROBERT O. KLEIN IS VP FOR ST. JOHN'S HEALTH CENTER. HE ALSO SERVES AS A MEMBER OF THE FOUNDATION'S BOARD. THE COMPENSATION REFLECTED IS THAT OF MR. KLEIN'S POSITION AS A ST. JOHN'S HEALTH CENTER EXECUTIVE AND NOT AS A MEMBER OF THE FOUNDATION'S BOARD. MICHELLE MOK IS CFO FOR ST. JOHN'S HEALTH CENTER. SHE ALSO SERVES AS A MEMBER OF THE FOUNDATION'S BOARD. THE COMPENSATION REFLECTED IS THAT OF MS. MOK'S POSITION AS A ST. JOHN'S EXECUTIVE AND NOT AS A MEMBER OF THE FOUNDATION'S BOARD. IN KEEPING WITH SCLHS' CORE VALUE OF STEWARDSHIP, NO BOARD MEMBER SERVING ON SCLHS OR AFFILIATE BOARDS IS COMPENSATED FOR THAT SERVICE. |
| OTHER NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7 SCLHS HAS MANAGEMENT INCENTIVE PLANS WHICH ARE BASED ON A COMBINATION OF MEASURES. MANAGEMENT AND SENIOR LEADERSHIP ARE ELIGIBLE FOR THE INCENTIVE COMPENSATION. PERFORMANCE CATEGORIES ARE MADE UP OF A COMBINATION OF CLINICAL QUALITY MEASURES AND OPERATING INCOME. THE OPERATING INCOME CATEGORY IS GENERALLY RELATED TO THE NET EARNINGS OF THE CARE SITE IN WHICH THE INDIVIDUAL WORKS, OR IN THE CASE OF SCLHS SENIOR MANAGEMENT, THE NET EARNINGS OF SCLHS. |
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 | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $390,558 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GOVERNING BODY AND MANAGEMENT | form 990, part vi, section a, lines 6, 7a and 7b: 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. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | Form 990, Part VI, Question 11B: 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 also reviewed by the Finance Department of Sisters of Charity of Leavenworth Health System, Inc. prior to filing the 990 is prepared and reviewed by an independent accounting firm. |
| PROCESS TO MONITOR THE CONFLICT OF INTEREST POLICY | Form 990, Part VI, Question 12c: Audit Committee and Chief Compliance Officer review conflict of interest statements. They are resolved by the joint efforts of the Chairman of the Foundation, Vice President of the Foundation and representatives of the Audit Committee. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | Form 990, Part VI, Question 19: Saint John's Hospital and Health Center Foundation provides viewing of its governing documents, conflict of interest policy, and financial statements upon request through Administration or Patient Business Affairs. |
| FINANCIAL STATEMENTS AND REPORTING | Form 990, Part XII, Lines 2 b and c: Oversight process is at the Sisters of Charity of Leavenworth Health System level. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCE | FORM 990, PART XI, LINE 9: CHANGES IN NPV - PLEDGES $991,900 CHANGE IN CONTRIB RECV'BLE (TRUSTS) $269,594 CHANGES IN CRT PAYABLES (ANNUITIES) $356,567 ALLOWANCE FOR UNCOLLECTIBLE PLEDGES ($201,000) ROUNDING $2 ___________ TOTAL $1,417,063 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF CHARITY LEAVENWORTH HLTH SYST | ||||||||||
| 2420 W 26TH AVE SUITE 100D | denver | CO | 80211 | 237379161 | SUPPORT MMBRS | KS | 501(C)(3) | 11B-TYPE II | NA | |
| CARITAS CLINICS INC | ||||||||||
| 818 NORTH 7TH STREET | LEAVENWORTH | KS | 66048 | 481009910 | CLINIC SVCS | KS | 501(C)(3) | 3 | sclhs | Yes (true) |
| MARIAN CLINIC INC | ||||||||||
| 1001 SW GARFIELD | TOPEKA | KS | 66604 | 481046905 | CLINIC SVCS | KS | 501(C)(3) | 3 | sclhs | Yes (true) |
| MARILLAC CLINIC INC | ||||||||||
| 2333 N 6TH STREET | GRAND JUNCTION | CO | 81501 | 841085822 | CLINIC SVCS | CO | 501(C)(3) | 3 | sclhs | Yes (true) |
| PROVIDENCE MEDICAL CENTER | ||||||||||
| 8929 PARALLEL PARKWAY | KANSAS CITY | KS | 66112 | 480784446 | HOSPITAL SVCS | KS | 501(C)(3) | 3 | sclhs | Yes (true) |
| ST JOHN HOSPITAL INC | ||||||||||
| 3500 SOUTH FOURTH STREET | LEAVENWORTH | KS | 66048 | 480543768 | HOSPITAL SVCS | KS | 501(C)(3) | 3 | pmc | Yes (true) |
| PROVIDENCEST JOHN FOUNDATION INC | ||||||||||
| 8929 PARALLEL PARKWAY | KANSAS CITY | KS | 661121689 | 480925688 | SUPPORT 501C3 | KS | 501(C)(3) | 7 | pmc | Yes (true) |
| ST FRANCIS HEALTH CENTER INC | ||||||||||
| 1700 SW 7TH STREET | TOPEKA | KS | 66606 | 480547719 | HOSPITAL SVCS | KS | 501(C)(3) | 3 | sclhs | Yes (true) |
| ST FRANCIS HEALTH CENTER FOUNDATION | ||||||||||
| 1700 SW 7TH STREET | TOPEKA | KS | 66606 | 481092520 | SUPPORT 501C3 | KS | 501(C)(3) | 11A-TYPE I | sfhc | Yes (true) |
| ST MARYS HOSPITAL & MEDICAL CENTER INC | ||||||||||
| 2635 N 7TH STREET | GRAND JUNCTION | CO | 81502 | 840425720 | HOSPITAL SVCS | CO | 501(C)(3) | 3 | sclhs | Yes (true) |
| ST MARYS HOSPITAL DEVELOPMENT FOUNDATION | ||||||||||
| 2635 N 7TH STREET | GRAND JUNCTION | CO | 81502 | 237001007 | SUPPORT 501C3 | CO | 501(C)(3) | 11A-TYPE I | smhmc | Yes (true) |
| SAINT JOSEPH HOSPITAL FOUNDATION | ||||||||||
| 1835 FRANKLIN STREET | DENVER | CO | 80218 | 840735096 | SUPPORT 501C3 | CO | 501(C)(3) | 11A-TYPE I | sjh | Yes (true) |
| HOLY ROSARY HEALTHCARE | ||||||||||
| 2600 WILSON | MILES CITY | MT | 59301 | 810231792 | HOSPITAL SVCS | MT | 501(C)(3) | 3 | sclhs | Yes (true) |
| HOLY ROSARY HEALTHCARE FOUNDATION INC | ||||||||||
| 2600 WILSON | MILES CITY | MT | 59301 | 202270238 | SUPPORT 501C3 | MT | 501(C)(3) | 11A-TYPE I | hrhc | Yes (true) |
| ST VINCENT HEALTHCARE | ||||||||||
| 1233 NORTH 30TH | BILLINGS | MT | 59101 | 810232124 | HOSPITAL SVCS | MT | 501(C)(3) | 3 | sclhs | Yes (true) |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||||||
| PO BOX 35200 | BILLINGS | MT | 591075200 | 810468034 | SUPPORT 501C3 | MT | 501(C)(3) | 7 | svhc | Yes (true) |
| ST JAMES HEALTHCARE | ||||||||||
| 400 SOUTH CLARK STREET | BUTTE | MT | 597012328 | 810231785 | HOSPITAL SVCS | MT | 501(C)(3) | 3 | sclhs | Yes (true) |
| ST JAMES HEALTHCARE FOUNDATION | ||||||||||
| 400 SOUTH CLARK STREET | BUTTE | MT | 59701 | 651202190 | SUPPORT 501C3 | MT | 501(C)(3) | 11A-TYPE I | sjhc | Yes (true) |
| SAINT JOHNS HEALTH CENTER | ||||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 951684082 | HOSPITAL SVCS | CA | 501(C)(3) | 3 | sclhs | Yes (true) |
| JOHN WAYNE CANCER INSTITUTE | ||||||||||
| 2000 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 954291515 | CANCER R&D | CA | 501(C)(3) | 4 | sjhhc | Yes (true) |
| SCL HEALTH-FRONT RANGE INC | ||||||||||
| 2420 W 26TH AVE SUITE 100D | DENVER | CO | 80211 | 841103606 | HOSPITAL SVCS | CO | 501(C)(3) | 3 | sclhs | Yes (true) |
| EXEMPLA LUTHERAN MEDICAL CENTER FNDTN | ||||||||||
| 2480 W 26TH AVESUITE 360B | DENVER | CO | 80211 | 208846152 | SUPPORT 501C3 | CO | 501(C)(3) | 7 | SCL-FR | Yes (true) |
| EXEMPLA GOOD SAMARITAN MEDICAL CTR FNDTN | ||||||||||
| 200 EXEMPLA CIRCLE | LAFAYETTE | CO | 80026 | 841649162 | SUPPORT 501C3 | CO | 501(C)(3) | 7 | SCLH-FR | Yes (true) |
| LUTH MED CNTR PRO&GEN LIAB SELF-INS TRST | ||||||||||
| 2480 W 26TH AVESUITE 360B | DENVER | CO | 80211 | 742571584 | INSURANCE | CO | 501(C)(3) | 11A-TYPE I | SCLH-FR | Yes (true) |
| SAINT JOSEPH HOSPITAL | ||||||||||
| 1835 FRANKLIN STREET | DENVER | CO | 80218 | 840417134 | HOSPITAL SVCS | CO | 501(C)(3) | 3 | sclhs | Yes (true) |
| MOUNT ST VINCENT HOME INC | ||||||||||
| 4159 LOWELL BOULEVARD | DENVER | CO | 80211 | 840405260 | RESIDENT CARE | CO | 501(C)(3) | 11A-TYPE I | sclhs | Yes (true) |
| BETHANY COMMUNITY PLAZA INC | ||||||||||
| 15 NORTH 12TH STREET | KANSAS CITY | KS | 66102 | 481207407 | HEALTHCARE | KS | 501(C)(3) | 3 | PMC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION IMAGING LLC | ||||||||||||
| 750 WELLINGTON | GRAND JUNCTION | CO | 81501 | 030516198 | RADIOLOGY | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| HEALTHCARE MANAGEMENT LLC | ||||||||||||
| PO BOX 2907 | GRAND JUNCTION | CO | 81502 | 841238904 | MGMT SVCS | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| SAN JUAN CANCER CENTER LLC | ||||||||||||
| 600 SOUTH 5TH STREET | MONTROSE | CO | 81401 | 202856331 | OP CANCER | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| DENVER WEST ENDOSCOPY CENTER LLC | ||||||||||||
| 382 S ARTHUR AVENUE | LOUISVILLE | CO | 80027 | 460788218 | OP ENDOSCOPY | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| LUTHERAN CAMPUS ASC LLC | ||||||||||||
| 3455 LUTHRN PKW SUITE 150 | WHEATRIDGE | CO | 800336028 | 020749532 | OP SURGERY | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| COLORADO SURGICAL VENTURES LLC | ||||||||||||
| 250 S WACKER DR SUITE 500 | CHICAGO | IL | 60606 | 208038915 | OP SURGERY | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| COLORADO SURGICAL HOSPITAL LLC | ||||||||||||
| 250 S WACKER DR SUITE 500 | CHICAGO | IL | 60606 | 208038977 | OP SURGERY | CO | NA | N/A | $0 | $0 | $0 | 0.00000 |
| MED-MAPLLC | ||||||||||||
| PO BOX 1295 | BILLINGS | MT | 59103 | 810491356 | RENTAL REAL ESTAT | MT | NA | N/A | $0 | $0 | $0 | 0.00000 |
| YELLOWSTONE SURGERY CENTER LLC | ||||||||||||
| 1144 NORTH 28TH STREET | BILLINGS | MT | 59101 | 721519467 | OP SURGERY | MT | NA | N/A | $0 | $0 | $0 | 0.00000 |
| ATHLETIC MEDICINE & PERFORMANCE LLC | ||||||||||||
| 1144 NORTH 28TH STREET | BILLINGS | MT | 59101 | 272270640 | PHYSICAL THERAPY | MT | NA | N/A | $0 | $0 | $0 | 0.00000 |
| TWENTIETH STREET GENERAL PARTNERSHIP | ||||||||||||
| 201 SOUTH LAKE AVENUE STE 507 | PASADENA | CA | 91101 | 953974903 | RENTAL REAL ESTAT | CA | NA | N/A | $0 | $0 | $0 | 0.00000 |
| SAINT JOHN'S MEDICAL PLAZA A CA LTD | ||||||||||||
| 201 SOUTH LAKE AVENUESTE 507 | PASADENA | CA | 91101 | 953983096 | RENTAL REAL ESTAT | CA | NA | N/A | $0 | $0 | $0 | 0.00000 |
| ALL CARE HOME HEALTH SOLUTIONS LLC | ||||||||||||
| 10170 E MISSISSIPPI AVENUE | DENVER | CO | 80247 | 462418729 | HOME CARE | DE | NA | N/A | $0 | $0 | $0 | 0.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARITAS INC AND SUBSIDIARIES | |||||||||||||||||
| 2420 W 26TH AVE SUITE 100D | denver | CO | 80211 | 480941069 | HEALTHCARE | KS | NA | C CORP | $0 | $0 | 0.00000 | ||||||
| LEAVEN INSURANCE COMPANY LTD | |||||||||||||||||
| 980370522 | Insurance | NA | C CORP | $0 | $0 | 0.00000 | 23 Lime Tree Bay Ave | Georgetown | Grand Cayman | CJ | KY101102 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JOHN WAYNE CANCER INSTITUTE | ||
| B | $2,260,886 | ACCRUAL |
| SAINT JOHNS HEALTH CENTER | ||
| B | $3,964,988 | ACCRUAL |
| SAINT JOHNS HEALTH CENTER | ||
| P | $4,024,498 | ACCRUAL |