STRATEGY STUDIO / PUBLIC DATA EXPLORER

TACOMA ORTHOPEDIC ASSOCIATION OPERATIONS & MAINTENANCE TR: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TACOMA ORTHOPEDIC ASSOCIATION OPERATIONS & MAINTENANCE TR (EIN 91-6288653)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-25
IRS object ID
201301159349300130
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-04-25T12:47:33-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN911623649EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON STONE & PAGANO PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11501 REGENTS BLVD SUITE 100AddressLine1
CityFIRCRESTCity
StateWAState
ZIP Code98466ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN916288653EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TACOMA ORTHOPEDIC ASSOC #18-528900BusinessNameLine1
Business Name Line2OPER AND MAINT TRUST WELLS FARGO BANKBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTACONameControl
Phone2535935852Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TRUST TAX DEPT PO BOX 21927AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTACEY CORBINName
TitleTRUSTEETitle
Phone2063438324Phone
Date Signed2013-03-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARY M MCNALLYName
PTINP00006161PTIN
Phone2535667070Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTACEY CORBINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1WELLS FARGO BANK NAAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98111ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2819871GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1987YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionSUPPORT CHARITABLE ORGANIZATION, MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTER.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year302942InvestmentIncomePriorYear
Investment Income Current Year399557InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year302942TotalRevenuePriorYear
Total Revenue Current Year399557TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year211883GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY98578GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year50420SalariesEtcPriorYear
Salaries Etc Current Year51680SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year5037OtherExpensePriorYear
Other Expenses Current Year4526OtherExpensesCurrentYear
Total Expenses Prior Year267340TotalExpensesPriorYear
Total Expenses Current Year154784TotalExpensesCurrentYear
Revenues Less Expenses Prior Year35602RevenuesLessExpensesPriorYear
Revenues Less Expenses CY244773RevenuesLessExpensesCY
Total Assets BOY6848270TotalAssetsBOY
Total Assets EOY7093043TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6848270NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7093043NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORT CHARITABLE ORGANIZATION, MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense111498Expense
Grants98578Grants
Revenue399557Revenue
DescriptionINVESTING AND DISTRIBUTING INCOME TO MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERDescription
Total Program Service Expense111498TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2063438324TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1999 THIRD AVE 14TH FLOORAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationInstitutional TrusteeInstitutionalTrustee
SUE RICHEY
PRESIDENT1.00XX000
CHARLENE RICHARDSON
VICE PRESIDENT1.00XX000
JAN PEARSON
SECRETARY1.00XX000
JULIE HORSCHEL
TREASURER1.00XX000
GEORGINE J ROLLER
PAST PRESIDENT1.00XX000
MARCY ANSTETT
EXECUTIE MEMBER AT LARGE1.00X000
CAROL SCHNEIDER
EXECUTIE MEMBER AT LARGE1.00X000
SHARON BAKER
MBB TRUSTEE1.00X000
AMY BETTESWORTH
MBB TRUSTEE1.00X000
ALICE CHARRON
MBB TRUSTEE1.00X000
LORETTA CLUBB
MBB TRUSTEE1.00X000
MADELEINE DION
MBB TRUSTEE1.00X000
JEAN HORNE
MBB TRUSTEE1.00X000
JOYCE LARSON
MBB TRUSTEE1.00X000
KAREN LYNCH
MBB TRUSTEE1.00X000
ANDREA MOAWAD
MBB TRUSTEE1.00X000
CRYSTAL STRUB
MBB TRUSTEE1.00X000
TRICIA TADIE
MBB TRUSTEE1.00X000
WELLS FARGO BANK
TRUSTEE10.005168000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org51680TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column203328TotalRevenueColumn
Exclusion$203,328ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2616543Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2420314Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities196229Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column196229TotalRevenueColumn
Exclusion$196,229ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column399557TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$399,557ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total98578Total
Program Services98578ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total51680Total
Program Services12920ProgramServices
Management And General38760ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1300Total
Management And General1300ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total25Total
Management And General25ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionFOREIGN TAXESDescription
Total3201Total
Management And General3201ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total154784Total
Program Services111498ProgramServices
Management And General43286ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY435627BOY
EOY548515EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY6412643BOY
EOY6544528EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6848270BOY
EOY7093043EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY6848270BOY
EOY7093043EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6848270BOY
EOY7093043EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6848270BOY
EOY7093043EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses244773ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1TACOMA ORTHOPEDIC ASSOCIATION DBA MARY BRIDGE BRIGADEBusinessNameLine1
FieldValueIRS element (for citing)
EIN916030192EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified0SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$98,578Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts98578SumOfAmounts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1317 MARTIN LUTHER KING JR WAYAddressLine1
CityTACOMACity
StateWAState
ZIP Code98405ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient911352172EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant98578AmountOfCashGrant
Purpose Of GrantDONATED FUNDS TO MARY BRIDGE CHILDREN'S HOSPITAL TO BE USED FOR VARIOUS PROGRAMS.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11ACCOUNTING FIRM MEETS WITH BOARD OF TRUSTEES AND GOES OVER THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES AND DIRECTORS REAFFIRM ADHERENCE TO THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS 990 TAX RETURN AVAILABLE UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1TACOMA ORTHOPEDIC ASSOCIATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1311 SOUTH L STREETAddressLine1
CityTACOMACity
StateWAState
ZIP Code984150299ZIPCode
FieldValueIRS element (for citing)
EIN916030192EIN
Primary ActivitiesTO FINCIALLY SUPPORT MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERPrimaryActivities
Legal Domicile StateWALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 11B, IIPublicCharityStatus
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg